Penson Financial Services
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Penson Financial Services Employees
Employee
Years
Job
Industry
Tara Gonzalez Tara Gonzalez's Penson Financial Services Experience May 2007 - June 2010
Job AVP, Business Support Lead II
Industry Banking
Experience
Bank of America January 2011 - Present
Penson Financial Services May 2007 - June 2010
Skills
Banking, Process Improvement, Mortgage Banking, Business Analysis, Vendor Management, Microsoft Excel, Financial Reporting, PowerPoint, Back Office, Relationship Management, Securities, Financial Services, Finance, Financial Modeling
Education
Southern Methodist University 2014 — 2014
Paralegal Studies
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (BS), Finance, General
Bank of America January 2011 - Present
Penson Financial Services May 2007 - June 2010
Skills
Banking, Process Improvement, Mortgage Banking, Business Analysis, Vendor Management, Microsoft Excel, Financial Reporting, PowerPoint, Back Office, Relationship Management, Securities, Financial Services, Finance, Financial Modeling
Education
Southern Methodist University 2014 — 2014
Paralegal Studies
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (BS), Finance, General
Chris Londino Chris Londino's Penson Financial Services Experience January 2007 - May 2007
Job Senior Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional November 2013 - December 2014
TD Ameritrade Institutional October 2012 - November 2013
TD Ameritrade Institutional December 2010 - October 2012
TD Ameritrade Institutional May 2007 - December 2010
Penson Financial Services January 2007 - May 2007
Fidelity Investments April 2005 - October 2006
Chrysler Financial June 2001 - February 2005
Skills
Series 7, Series 63, Series 24, Mutual Funds, Equities, Relationship Management, Trading, Financial Services, Bloomberg Terminal, Risk Management
Education
Oral Roberts University 1995 — 1999
Bachelor of Science (BS), Mass Communication/Media Studies, 3.0
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional November 2013 - December 2014
TD Ameritrade Institutional October 2012 - November 2013
TD Ameritrade Institutional December 2010 - October 2012
TD Ameritrade Institutional May 2007 - December 2010
Penson Financial Services January 2007 - May 2007
Fidelity Investments April 2005 - October 2006
Chrysler Financial June 2001 - February 2005
Skills
Series 7, Series 63, Series 24, Mutual Funds, Equities, Relationship Management, Trading, Financial Services, Bloomberg Terminal, Risk Management
Education
Oral Roberts University 1995 — 1999
Bachelor of Science (BS), Mass Communication/Media Studies, 3.0
Lori Assunto Lori Assunto's Penson Financial Services Experience 2008 - 2012
Job Supervisory Principal
Industry Financial Services
Experience
1st Global December 2014 - Present
1st Global July 2013 - December 2014
1st Global May 2012 - July 2013
Penson Financial Services 2008 - 2012
Penson Financial Services 2001 - 2008
Penson Financial Services 1999 - 2001
Penson Financial Services 1997 - 1999
Penson Financial Services 1995 - 1997
Skills
Reconciliations, Equities, Securities, Financial Analysis, SOX, Risk Management, Operational Risk, Risk Mitigation, Margin Analysis, Series 7, Series 24, Hedge Funds, Financial Services, Portfolio Management, Sarbanes-Oxley Act, Options, Account Reconciliation
Education
University of North Texas 1991 — 1993
Bachelor of Science (B.S.), Accounting
The University of Texas at Arlington 1989 — 1991
Accounting
1st Global December 2014 - Present
1st Global July 2013 - December 2014
1st Global May 2012 - July 2013
Penson Financial Services 2008 - 2012
Penson Financial Services 2001 - 2008
Penson Financial Services 1999 - 2001
Penson Financial Services 1997 - 1999
Penson Financial Services 1995 - 1997
Skills
Reconciliations, Equities, Securities, Financial Analysis, SOX, Risk Management, Operational Risk, Risk Mitigation, Margin Analysis, Series 7, Series 24, Hedge Funds, Financial Services, Portfolio Management, Sarbanes-Oxley Act, Options, Account Reconciliation
Education
University of North Texas 1991 — 1993
Bachelor of Science (B.S.), Accounting
The University of Texas at Arlington 1989 — 1991
Accounting
Hannah Silva Hannah Silva's Penson Financial Services Experience November 2007 - July 2012
Job Business Advisor
Industry Professional Training & Coaching
Experience
The Bond Consulting Group October 2012 - August 2015
Penson Financial Services November 2007 - July 2012
JPMorgan January 2001 - January 2007
Skills
Project Management, Project Portfolio..., Microsoft Office, MS Project, Visio, Risk Management, Agile Methodologies, Change Management, Program Management, Vendor Management, Awesomeness, Training, PMP, Disaster Recovery, Strategy, SDLC, Databases, Team Leadership, Business Process..., IT Strategy, Software Project..., Management, Microsoft Project
Education
Southern Methodist University 2004 — 2004
Project Management
SMU and Boston UniversityDallas Community Colleges
Project Management
The Bond Consulting Group October 2012 - August 2015
Penson Financial Services November 2007 - July 2012
JPMorgan January 2001 - January 2007
Skills
Project Management, Project Portfolio..., Microsoft Office, MS Project, Visio, Risk Management, Agile Methodologies, Change Management, Program Management, Vendor Management, Awesomeness, Training, PMP, Disaster Recovery, Strategy, SDLC, Databases, Team Leadership, Business Process..., IT Strategy, Software Project..., Management, Microsoft Project
Education
Southern Methodist University 2004 — 2004
Project Management
SMU and Boston UniversityDallas Community Colleges
Project Management
Cliffton Douangdara's Penson Financial Services Experience November 2010 - August 2012
Job Sr. Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Denise Steffel Denise Steffel's Penson Financial Services Experience October 2008 - June 2012
Job AMLCO at Apex Clearing
Industry Financial Services
Experience
Apex Clearing October 2008 - Present
Penson Financial Services October 2008 - June 2012
Skills
Compliance, Operations Management, AML, Supervisory Skills, Series 7, Series 63, Series 24, Time Management, Business Development, Project Management, Equities, Financial Risk, Operational Risk, Fixed Income, Business Analysis, Risk Management, Securities, Vendor Management, Process Improvement, Financial Services, Operational Risk..., Business Process..., FINRA
Education
Southwestern Michigan College
General Business
Apex Clearing October 2008 - Present
Penson Financial Services October 2008 - June 2012
Skills
Compliance, Operations Management, AML, Supervisory Skills, Series 7, Series 63, Series 24, Time Management, Business Development, Project Management, Equities, Financial Risk, Operational Risk, Fixed Income, Business Analysis, Risk Management, Securities, Vendor Management, Process Improvement, Financial Services, Operational Risk..., Business Process..., FINRA
Education
Southwestern Michigan College
General Business
Paige Leija Paige Leija's Penson Financial Services Experience June 2011 - August 2012
Job Brokerage Operations Representative III at Fidelity Investments
Industry Financial Services
Experience
Interior & Exterior Motives, LLC. June 2013 - September 2013
Apex Clearing Corporation, formerly Penson Financial Services August 2012 - December 2012
Penson Financial Services June 2011 - August 2012
Penson Financial Services November 2009 - June 2011
Penson Financial Services April 2007 - November 2009
Penson Financial Services July 2005 - April 2007
Wells Fargo Financial 2003 - 2005
Skills
Equities, Securities, Options, Fixed Income, Back Office, Relationship Management, Mutual Funds, Financial Services, Qualified Retirement..., Salesforce.com, SQL, Avaya, QuickBooks, Quicken, Finance, Training, Wealth Management, AML, Human Resources
Education
University of North Texas 2001 — 2002
Undergraduate, Business Administration and Management, General
The University of Texas at Arlington 1991 — 1993
Legal Assistant Program, 2 Year Certification
Interior & Exterior Motives, LLC. June 2013 - September 2013
Apex Clearing Corporation, formerly Penson Financial Services August 2012 - December 2012
Penson Financial Services June 2011 - August 2012
Penson Financial Services November 2009 - June 2011
Penson Financial Services April 2007 - November 2009
Penson Financial Services July 2005 - April 2007
Wells Fargo Financial 2003 - 2005
Skills
Equities, Securities, Options, Fixed Income, Back Office, Relationship Management, Mutual Funds, Financial Services, Qualified Retirement..., Salesforce.com, SQL, Avaya, QuickBooks, Quicken, Finance, Training, Wealth Management, AML, Human Resources
Education
University of North Texas 2001 — 2002
Undergraduate, Business Administration and Management, General
The University of Texas at Arlington 1991 — 1993
Legal Assistant Program, 2 Year Certification
John Petri John Petri's Penson Financial Services Experience December 2006 - April 2007
Job Software Developer at Torchmark Corporation
Industry Computer Software
Experience
Torchmark Corporation January 2013 - Present
BillMatrix April 2012 - January 2013
Torchmark / Liberty National September 2011 - April 2012
Raytheon June 2011 - September 2011
Bank of America February 2011 - June 2011
Thomson Reuters July 2008 - January 2011
Raytheon April 2007 - July 2008
Penson Financial Services December 2006 - April 2007
National Bankruptcy Services.com LLC November 2006 - December 2006
Next Processing July 2006 - October 2006
Skills
SQL Server – 10+ Years, XML/XSLT – 10+ Years, ASP.Net – 9 Years, ADO.Net – 9 Years, C# - 6 Years, Web Services – 5 Years, Sybase – 5 Years, Visual Basic – 5 Years, Visual Basic.Net - 4..., Javascript – 4 Years, LINQ – 3 Years, AJAX – 3 Years, Intersoft WebUI Studio..., VBScript – 2 Years, NUnit – 2 Years, BizTalk – 2 years, jQuery – 2 Year, DTS/SSIS – 2 Years, Reporting Services – 1..., ASPOSE – 1 Year, Agile – 1 Year, WCF - .5 Year, T-SQL, Databases, Microsoft SQL Server, C#, .NET, ASP.NET, XML, Web Services, VB.NET, Agile Methodologies, SSRS, JavaScript
Education
Stephen F. Austin State University 1977 — 1981
Bachelor of Science (B.S.), Computer Science
Torchmark Corporation January 2013 - Present
BillMatrix April 2012 - January 2013
Torchmark / Liberty National September 2011 - April 2012
Raytheon June 2011 - September 2011
Bank of America February 2011 - June 2011
Thomson Reuters July 2008 - January 2011
Raytheon April 2007 - July 2008
Penson Financial Services December 2006 - April 2007
National Bankruptcy Services.com LLC November 2006 - December 2006
Next Processing July 2006 - October 2006
Skills
SQL Server – 10+ Years, XML/XSLT – 10+ Years, ASP.Net – 9 Years, ADO.Net – 9 Years, C# - 6 Years, Web Services – 5 Years, Sybase – 5 Years, Visual Basic – 5 Years, Visual Basic.Net - 4..., Javascript – 4 Years, LINQ – 3 Years, AJAX – 3 Years, Intersoft WebUI Studio..., VBScript – 2 Years, NUnit – 2 Years, BizTalk – 2 years, jQuery – 2 Year, DTS/SSIS – 2 Years, Reporting Services – 1..., ASPOSE – 1 Year, Agile – 1 Year, WCF - .5 Year, T-SQL, Databases, Microsoft SQL Server, C#, .NET, ASP.NET, XML, Web Services, VB.NET, Agile Methodologies, SSRS, JavaScript
Education
Stephen F. Austin State University 1977 — 1981
Bachelor of Science (B.S.), Computer Science
Evan Black, CFA Evan Black, CFA's Penson Financial Services Experience October 2009 - September 2012
Job Manager, Investor Relations at Santander Consumer USA Inc.
Industry Investment Management
Experience
Santander Consumer USA Inc. November 2013 - Present
Santander Consumer USA Inc. July 2012 - October 2013
Penson Financial Services October 2009 - September 2012
Penson Financial Services January 2009 - September 2009
Penson Financial Services June 2006 - December 2008
H.J. Everett P.C. June 2005 - February 2006
Southern Methodist University August 2004 - May 2005
Skills
Portfolio Management, Market Risk, Bloomberg, FINRA, Financial Markets, Due Diligence, Financial Analysis, Risk Management, Options Strategies, Capital Markets, Credit Risk, Bloomberg Terminal, Microsoft Excel, Operational Risk, Options, Derivatives, Financial Risk, Capital Adequacy, Liquidity Risk, VAR, Stress Testing, Collateral Management, OCC, Interest Rate Risk..., Securities Regulation, TIMS, FTEN RX, Interest Rate Swaps, Liquidity Management, Mergers & Acquisitions, Hedge Funds, Valuation, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2002 — 2006
B.B.A., Accounting, Economics
Santander Consumer USA Inc. November 2013 - Present
Santander Consumer USA Inc. July 2012 - October 2013
Penson Financial Services October 2009 - September 2012
Penson Financial Services January 2009 - September 2009
Penson Financial Services June 2006 - December 2008
H.J. Everett P.C. June 2005 - February 2006
Southern Methodist University August 2004 - May 2005
Skills
Portfolio Management, Market Risk, Bloomberg, FINRA, Financial Markets, Due Diligence, Financial Analysis, Risk Management, Options Strategies, Capital Markets, Credit Risk, Bloomberg Terminal, Microsoft Excel, Operational Risk, Options, Derivatives, Financial Risk, Capital Adequacy, Liquidity Risk, VAR, Stress Testing, Collateral Management, OCC, Interest Rate Risk..., Securities Regulation, TIMS, FTEN RX, Interest Rate Swaps, Liquidity Management, Mergers & Acquisitions, Hedge Funds, Valuation, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2002 — 2006
B.B.A., Accounting, Economics
Ken Howard Ken Howard's Penson Financial Services Experience 2008 - 2008
Job President at Improving Enterprises
Industry Computer Software
Experience
Improving Enterprises April 2015 - Present
Kendall Hunt Publishing Company August 2013 - Present
Addison Wesley April 2012 - Present
Addison Wesley April 2011 - Present
Southern Methodist University April 2009 - Present
Improving Enterprises April 2007 - April 2015
American Airlines September 2010 - June 2012
First United Bank and Trust February 2009 - June 2010
Six Flags Theme Parks September 2009 - April 2010
Penson Financial Services 2008 - 2008
Skills
International Business, Agile, Mentoring, Software Development, Change Management, Management Consulting, Coaching, Software Project..., Strategic Planning, Process Improvement, Process Engineering, Program Management, Scrum, Business Analysis, Requirements Analysis, Team Building, Team Leadership, Customer Relations, Vendor Management, Java, Product Development, Business Strategy, Problem Solving, Project Management, Architecture, Training, SDLC, Enterprise Architecture, Leadership, Visio, Management, Analysis, Agile Project Management, Project Portfolio..., Consulting, Start-ups, Software Engineering, Business Process..., IT Management, Requirements Gathering, .NET, Agile Methodologies, Customer Service, Outsourcing, Strategy, IT Strategy, Integration
Education
St. Mary's University 1985 — 1989
MBA, Finance
Southern Methodist University 1980 — 1984
BBA, BS, MIS, Marketing, Psychology
Clark high school
Clark high school
Improving Enterprises April 2015 - Present
Kendall Hunt Publishing Company August 2013 - Present
Addison Wesley April 2012 - Present
Addison Wesley April 2011 - Present
Southern Methodist University April 2009 - Present
Improving Enterprises April 2007 - April 2015
American Airlines September 2010 - June 2012
First United Bank and Trust February 2009 - June 2010
Six Flags Theme Parks September 2009 - April 2010
Penson Financial Services 2008 - 2008
Skills
International Business, Agile, Mentoring, Software Development, Change Management, Management Consulting, Coaching, Software Project..., Strategic Planning, Process Improvement, Process Engineering, Program Management, Scrum, Business Analysis, Requirements Analysis, Team Building, Team Leadership, Customer Relations, Vendor Management, Java, Product Development, Business Strategy, Problem Solving, Project Management, Architecture, Training, SDLC, Enterprise Architecture, Leadership, Visio, Management, Analysis, Agile Project Management, Project Portfolio..., Consulting, Start-ups, Software Engineering, Business Process..., IT Management, Requirements Gathering, .NET, Agile Methodologies, Customer Service, Outsourcing, Strategy, IT Strategy, Integration
Education
St. Mary's University 1985 — 1989
MBA, Finance
Southern Methodist University 1980 — 1984
BBA, BS, MIS, Marketing, Psychology
Clark high school
Clark high school
Nicholas D'Amico, CFP®'s Penson Financial Services Experience January 2008 - January 2012
Job Brennan Financial Services
Industry Financial Services
Experience
Brennan Financial Services August 2013 - Present
USAA July 2012 - August 2013
Knight Capital Group January 2012 - September 2012
Penson Financial Services January 2008 - January 2012
Penson Financial Services January 2007 - December 2007
TD Ameritrade January 2006 - December 2006
Skills
Series 7, Series 63, Series 4, Series 24, Prime Brokerage, Trading, Futures Trading, Options, Series 66, Life & Health Insurance..., Trading Systems, Risk Management, FINRA, FX Options, Securities, Financial Services, Mutual Funds, Alternative Investments, Financial Markets, Wealth Management, Investments, Bonds, Portfolio Management, Asset Management, Investment Advisory, Retirement Planning, Relationship Management, Fixed Income, Equities, Financial Risk, Finance, Electronic Trading, Market Data, Equity Trading, Uniform Combined State..., ETFs, Bloomberg, Strategic Financial...
Education
Southern Methodist University 2013 — 2014
Certificate Program in Financial Planning
Texas State University-San Marcos 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Brennan Financial Services August 2013 - Present
USAA July 2012 - August 2013
Knight Capital Group January 2012 - September 2012
Penson Financial Services January 2008 - January 2012
Penson Financial Services January 2007 - December 2007
TD Ameritrade January 2006 - December 2006
Skills
Series 7, Series 63, Series 4, Series 24, Prime Brokerage, Trading, Futures Trading, Options, Series 66, Life & Health Insurance..., Trading Systems, Risk Management, FINRA, FX Options, Securities, Financial Services, Mutual Funds, Alternative Investments, Financial Markets, Wealth Management, Investments, Bonds, Portfolio Management, Asset Management, Investment Advisory, Retirement Planning, Relationship Management, Fixed Income, Equities, Financial Risk, Finance, Electronic Trading, Market Data, Equity Trading, Uniform Combined State..., ETFs, Bloomberg, Strategic Financial...
Education
Southern Methodist University 2013 — 2014
Certificate Program in Financial Planning
Texas State University-San Marcos 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Melissa Lewis Melissa Lewis's Penson Financial Services Experience January 2004 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Penson Financial Services January 2004 - December 2011
Education
Richland College
Associate in Arts Degree
Penson Financial Services January 2004 - December 2011
Education
Richland College
Associate in Arts Degree
Fehmeeda Lakhani Fehmeeda Lakhani's Penson Financial Services Experience May 2010 - December 2011
Job IT Project Manager at Exeter Finance Corp
Industry Information Technology and Services
Experience
Exeter Finance Corp February 2015 - Present
AustinCSI October 2013 - May 2014
AustinCSI January 2012 - October 2013
Penson Financial Services May 2010 - December 2011
Penson Financial Services August 2008 - April 2010
Penson Financial Services November 2006 - August 2008
Skills
Process Improvement, Business Analysis, Software Project..., Salesforce.com, Change Management, Agile Methodologies, SDLC, Business Process..., Requirements Analysis, Visio, Program Management, Project Portfolio..., Business Intelligence, Agile Project Management, PMO, Team Building, Business Process, Analysis, Project Management
Education
The University of Texas at Dallas 2004 — 2006
Bachelors, Accounting
Exeter Finance Corp February 2015 - Present
AustinCSI October 2013 - May 2014
AustinCSI January 2012 - October 2013
Penson Financial Services May 2010 - December 2011
Penson Financial Services August 2008 - April 2010
Penson Financial Services November 2006 - August 2008
Skills
Process Improvement, Business Analysis, Software Project..., Salesforce.com, Change Management, Agile Methodologies, SDLC, Business Process..., Requirements Analysis, Visio, Program Management, Project Portfolio..., Business Intelligence, Agile Project Management, PMO, Team Building, Business Process, Analysis, Project Management
Education
The University of Texas at Dallas 2004 — 2006
Bachelors, Accounting
Erin Devitt Erin Devitt's Penson Financial Services Experience June 2008 - August 2008
Job Fixed Income Trading
Industry Financial Services
Experience
Southwest Securities April 2010 - February 2015
Penson Financial Services June 2008 - August 2008
HSBC January 2008 - May 2008
Skills
High Yield Bonds, Investment Grade Bonds, Fixed Income, Series 7, Series 63, Bloomberg, Agency Bonds, Capital Markets, Securities, Debt, Structured Products, Bonds, Credit Risk, Analysis, Investments, Equities, Trading, Credit, Finance, Portfolio Management, Valuation, Bloomberg Terminal, Alternative Investments, Hedge Funds, Mutual Funds, Derivatives, Options
Education
The University of Texas at Austin 2005 — 2009
BA, Economics
Richmond, The American International University in London 2008 — 2008
Economics
Plano Senior High School
Southwest Securities April 2010 - February 2015
Penson Financial Services June 2008 - August 2008
HSBC January 2008 - May 2008
Skills
High Yield Bonds, Investment Grade Bonds, Fixed Income, Series 7, Series 63, Bloomberg, Agency Bonds, Capital Markets, Securities, Debt, Structured Products, Bonds, Credit Risk, Analysis, Investments, Equities, Trading, Credit, Finance, Portfolio Management, Valuation, Bloomberg Terminal, Alternative Investments, Hedge Funds, Mutual Funds, Derivatives, Options
Education
The University of Texas at Austin 2005 — 2009
BA, Economics
Richmond, The American International University in London 2008 — 2008
Economics
Plano Senior High School
Eric Rems's Penson Financial Services Experience June 2009 - September 2010
Job Senior Product Owner at Lab49
Industry Internet
Experience
Lab49 July 2015 - Present
AbridgeMe March 2014 - Present
GFI Group May 2014 - June 2015
GFI Group March 2013 - June 2014
GFI Group February 2012 - December 2012
GFI Group September 2010 - February 2012
Penson Financial Services June 2009 - September 2010
NEC March 2009 - April 2009
Protiviti July 2006 - March 2009
20MinuteNap.com March 2008 - June 2008
Skills
Financial Services, Product Development, Business Analysis, Capital Markets, Project Management, Private Equity, Management Consulting, Electronic Trading, Business Process..., Start-ups, Finance, Mergers & Acquisitions, Web Development, Web Technologies, Lean Startup, Agile Methodologies, Trading Systems, JIRA, Web Applications, Organizational Design, Mobile Applications, Dodd-Frank, Acquisition Integration, Electronic Trading..., Google Analytics, Visio, Salesforce.com, Business Process..., Mergers, Web Design, MySQL, Dreamweaver, Confluence, Rally, Leadership, Scrum, Consulting, Strategy, Financial Analysis, Risk Management, Management
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BS, Finance & Economics, Cum Laude
Lab49 July 2015 - Present
AbridgeMe March 2014 - Present
GFI Group May 2014 - June 2015
GFI Group March 2013 - June 2014
GFI Group February 2012 - December 2012
GFI Group September 2010 - February 2012
Penson Financial Services June 2009 - September 2010
NEC March 2009 - April 2009
Protiviti July 2006 - March 2009
20MinuteNap.com March 2008 - June 2008
Skills
Financial Services, Product Development, Business Analysis, Capital Markets, Project Management, Private Equity, Management Consulting, Electronic Trading, Business Process..., Start-ups, Finance, Mergers & Acquisitions, Web Development, Web Technologies, Lean Startup, Agile Methodologies, Trading Systems, JIRA, Web Applications, Organizational Design, Mobile Applications, Dodd-Frank, Acquisition Integration, Electronic Trading..., Google Analytics, Visio, Salesforce.com, Business Process..., Mergers, Web Design, MySQL, Dreamweaver, Confluence, Rally, Leadership, Scrum, Consulting, Strategy, Financial Analysis, Risk Management, Management
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BS, Finance & Economics, Cum Laude
Matt Pittman Matt Pittman's Penson Financial Services Experience 1999 - 2012
Job Sr. Director, Technology Operations at Elevate
Industry Financial Services
Experience
Elevate (a Think Finance spin-off) October 2014 - Present
Think Finance 2012 - October 2014
Penson Financial Services 1999 - 2012
Auto One Acceptance Corporation 1997 - 1999
Bank of America 1993 - 1997
Skills
Infrastructure, IT Management, IT Strategy, Strategic Planning, Systems Engineering, Network Engineering, Network Administration, Telephony, Database Administration, Help Desk Support, Data Center, Security, Network Security, Disaster Recovery, Vendor Management, Production Support, Configuration Management, SOX, Budgeting, Compliance, Department Management, IT Governance, Team Management, Change Management, Solution Architecture, Call Center, Budgets, Sarbanes-Oxley Act, Management, IT Operations, Business Continuity, Leadership, Call Centers, Governance, System Administration, Project Management, Team Building, Banking, Project Portfolio..., Process Improvement, Networking, Business Intelligence, Troubleshooting, Databases, Visio, Enterprise Architecture, Business Analysis, SDLC, Telecommunications, Financial Services
Education
The University of Texas at Arlington
B.B.A
Elevate (a Think Finance spin-off) October 2014 - Present
Think Finance 2012 - October 2014
Penson Financial Services 1999 - 2012
Auto One Acceptance Corporation 1997 - 1999
Bank of America 1993 - 1997
Skills
Infrastructure, IT Management, IT Strategy, Strategic Planning, Systems Engineering, Network Engineering, Network Administration, Telephony, Database Administration, Help Desk Support, Data Center, Security, Network Security, Disaster Recovery, Vendor Management, Production Support, Configuration Management, SOX, Budgeting, Compliance, Department Management, IT Governance, Team Management, Change Management, Solution Architecture, Call Center, Budgets, Sarbanes-Oxley Act, Management, IT Operations, Business Continuity, Leadership, Call Centers, Governance, System Administration, Project Management, Team Building, Banking, Project Portfolio..., Process Improvement, Networking, Business Intelligence, Troubleshooting, Databases, Visio, Enterprise Architecture, Business Analysis, SDLC, Telecommunications, Financial Services
Education
The University of Texas at Arlington
B.B.A
Nagaraju Vankadari Nagaraju Vankadari's Penson Financial Services Experience March 2011 - February 2012
Job Sr. Software Engineer at Creospan Inc.
Industry Information Technology and Services
Experience
Allstate February 2012 - Present
Penson Financial Services March 2011 - February 2012
State of Michigan February 2009 - March 2011
SunGard August 2007 - February 2009
Allstate April 2007 - August 2007
Skills
.NET, VB.Net, ASP.Net 1.1/2.0/3.5, C#.Net 1.1/2.0, ADO.NET, .NET Remoting and XML..., WCF, WPF, WSE, .NET Framework..., LINQ., Pega PRPC, Silverlight, Telerik, Infragistics, Web Services, C#, SQL, JavaScript, Requirements Analysis, Software Development, XML, SDLC, ASP.NET, jQuery, AJAX, Microsoft SQL Server, Oracle, SOA, Agile Methodologies, LINQ, TFS, VB.NET
Education
Sri Venkateswara University 1998 — 2002
Batchelors, Computer Science
Allstate February 2012 - Present
Penson Financial Services March 2011 - February 2012
State of Michigan February 2009 - March 2011
SunGard August 2007 - February 2009
Allstate April 2007 - August 2007
Skills
.NET, VB.Net, ASP.Net 1.1/2.0/3.5, C#.Net 1.1/2.0, ADO.NET, .NET Remoting and XML..., WCF, WPF, WSE, .NET Framework..., LINQ., Pega PRPC, Silverlight, Telerik, Infragistics, Web Services, C#, SQL, JavaScript, Requirements Analysis, Software Development, XML, SDLC, ASP.NET, jQuery, AJAX, Microsoft SQL Server, Oracle, SOA, Agile Methodologies, LINQ, TFS, VB.NET
Education
Sri Venkateswara University 1998 — 2002
Batchelors, Computer Science
Frank Kost Frank Kost's Penson Financial Services Experience January 2008 - June 2012
Job Senior Sales Executive at SunGard Global Trading
Industry Financial Services
Experience
SunGard Global Trading October 2014 - Present
Aegis Capital Corp. July 2013 - October 2014
Livevol Inc July 2012 - January 2013
Penson Financial Services January 2008 - June 2012
Bloomberg LP October 2006 - December 2007
NYFIX January 2003 - October 2007
Skills
Vendor Management, FX Options, Hedge Funds, Capital Markets, FINRA, Financial Services, Product Management, Clearing, Bloomberg, Customer Service, Sales, New Business Development, Investments, Sales Management, SaaS, Trading Strategies, Relationship Management, Back Office, Asset Management, Electronic Trading, Equities, Trading, Fixed Income
Education
State University of New York College at Oneonta 1990 — 1993
Bachelor of Science (BS), Economics
Ward Melville High School 1986 — 1988
SunGard Global Trading October 2014 - Present
Aegis Capital Corp. July 2013 - October 2014
Livevol Inc July 2012 - January 2013
Penson Financial Services January 2008 - June 2012
Bloomberg LP October 2006 - December 2007
NYFIX January 2003 - October 2007
Skills
Vendor Management, FX Options, Hedge Funds, Capital Markets, FINRA, Financial Services, Product Management, Clearing, Bloomberg, Customer Service, Sales, New Business Development, Investments, Sales Management, SaaS, Trading Strategies, Relationship Management, Back Office, Asset Management, Electronic Trading, Equities, Trading, Fixed Income
Education
State University of New York College at Oneonta 1990 — 1993
Bachelor of Science (BS), Economics
Ward Melville High School 1986 — 1988
Marco A Ochoa Jr Marco A Ochoa Jr's Penson Financial Services Experience March 1997 - April 1999
Job Paralegal at Travis County Attorney's Office
Industry Legal Services
Experience
Travis County Attorney's Office February 2015 - Present
Law Office of Jerry Rios August 2011 - Present
Wells Fargo Bank January 2006 - June 2009
Wells Fargo Bank May 1999 - December 2005
Penson Financial Services March 1997 - April 1999
Skills
Banking, Legal Assistance, Legal Discovery, Investment Brokerage, Document Drafting, Word, Microsoft Word, Microsoft Excel, Spanish, Litigation Support, Bankruptcy, Securities, Document Review, Pleadings, Financial Services, Investments, Civil Litigation
Education
The University of Texas at San Antonio 2011 — 2011
Paralegal Certificate Program
University of San Diego 1993 — 1995
MBA, International Business
Southern Methodist University 1985 — 1988
BBA, Finance
Travis County Attorney's Office February 2015 - Present
Law Office of Jerry Rios August 2011 - Present
Wells Fargo Bank January 2006 - June 2009
Wells Fargo Bank May 1999 - December 2005
Penson Financial Services March 1997 - April 1999
Skills
Banking, Legal Assistance, Legal Discovery, Investment Brokerage, Document Drafting, Word, Microsoft Word, Microsoft Excel, Spanish, Litigation Support, Bankruptcy, Securities, Document Review, Pleadings, Financial Services, Investments, Civil Litigation
Education
The University of Texas at San Antonio 2011 — 2011
Paralegal Certificate Program
University of San Diego 1993 — 1995
MBA, International Business
Southern Methodist University 1985 — 1988
BBA, Finance
Vincent Charles Vincent Charles's Penson Financial Services Experience November 2008 - August 2011
Job Software Architect at RemitDATA
Industry Financial Services
Experience
RemitDATA December 2012 - Present
MedAssets August 2011 - December 2012
Penson Financial Services November 2008 - August 2011
AMX August 2001 - October 2008
Fujitsu Network Communications June 2000 - August 2001
Valley Baptist Health System June 1999 - June 2000
Skills
Integration, Application Development, Architecture, Requirements Analysis, Agile, .NET, SQL Server, C#, UML, Web Applications, SOAP, XML, SQL, SOA, Software Development, Java, Visual Studio, Databases, C++, Distributed Systems, ASP.NET, C, OOP, JavaScript, Web Services, Eclipse, Programming, Linux, Windows, Automation, HTML, Scripting, Scrum, Design Patterns, TCP/IP, JSP, MySQL, WCF, Hibernate, CSS, T-SQL, Visual Basic, WPF, Unix, Agile Methodologies, Microsoft SQL Server, Software Documentation, Software Design, Object Oriented Design, Perl
Education
Texas State Technical College 1997 — 1998
AAS
Texas A&M University-Kingsville 1995 — 1997
BS
RemitDATA December 2012 - Present
MedAssets August 2011 - December 2012
Penson Financial Services November 2008 - August 2011
AMX August 2001 - October 2008
Fujitsu Network Communications June 2000 - August 2001
Valley Baptist Health System June 1999 - June 2000
Skills
Integration, Application Development, Architecture, Requirements Analysis, Agile, .NET, SQL Server, C#, UML, Web Applications, SOAP, XML, SQL, SOA, Software Development, Java, Visual Studio, Databases, C++, Distributed Systems, ASP.NET, C, OOP, JavaScript, Web Services, Eclipse, Programming, Linux, Windows, Automation, HTML, Scripting, Scrum, Design Patterns, TCP/IP, JSP, MySQL, WCF, Hibernate, CSS, T-SQL, Visual Basic, WPF, Unix, Agile Methodologies, Microsoft SQL Server, Software Documentation, Software Design, Object Oriented Design, Perl
Education
Texas State Technical College 1997 — 1998
AAS
Texas A&M University-Kingsville 1995 — 1997
BS
Christopher Hanrattie's Penson Financial Services Experience June 2000 - June 2004
Job Vice President of Investments at Crescent Real Estate Holdings LLC
Industry Real Estate
Experience
Crescent Real Estate Holdings LLC June 2014 - Present
Crescent Real Estate Holdings LLC November 2009 - June 2014
M-M Properties May 2007 - November 2009
Archon Group - Capital December 2006 - May 2007
Crescent Real Estate June 2004 - December 2006
Penson Financial Services June 2000 - June 2004
Skills
Portfolio Management, Mergers, Mergers & Acquisitions, Commercial Real Estate, Investment Properties
Education
The University of Texas at Arlington - College of Business
Bachelor of Business Administration, Finance
The University of Texas at Arlington - College of Business
Master of Business Administation, Finance
Crescent Real Estate Holdings LLC June 2014 - Present
Crescent Real Estate Holdings LLC November 2009 - June 2014
M-M Properties May 2007 - November 2009
Archon Group - Capital December 2006 - May 2007
Crescent Real Estate June 2004 - December 2006
Penson Financial Services June 2000 - June 2004
Skills
Portfolio Management, Mergers, Mergers & Acquisitions, Commercial Real Estate, Investment Properties
Education
The University of Texas at Arlington - College of Business
Bachelor of Business Administration, Finance
The University of Texas at Arlington - College of Business
Master of Business Administation, Finance
Caroline Throckmorton Caroline Throckmorton's Penson Financial Services Experience June 2008 - August 2008
Job Project Coordinator at American Heart Association
Industry Health, Wellness and Fitness
Experience
American Heart Association March 2013 - Present
Cumulus Media August 2011 - March 2013
Texas Christian University September 2010 - May 2011
Lake Highlands Family YMCA May 2010 - August 2010
Sigma Kappa Sorority January 2009 - December 2009
Penson Financial Services June 2008 - August 2008
Texas Instruments- Texins Activity Center May 2007 - August 2007
Lake Highlands Family YMCA November 2005 - July 2006
Skills
Pay Close Attention to..., Logistics, Microsoft Word, Spanish, Event Planning, Microsoft Excel, Facebook, Teaching, Budget, Communication Skills, Microsoft Power Point, Counterpoint, Flexibility, SharePoint, Budgets, Management, Advertising, Sales, PowerPoint, Blogging
Education
Texas Christian University 2007 — 2011
Bachelor of Arts (B.A.), Spanish and Economics double major
Universidad de Pablo Olavide 2010 — 2010
Economics, Spanish
Lake Highlands High School 2003 — 2007
American Heart Association March 2013 - Present
Cumulus Media August 2011 - March 2013
Texas Christian University September 2010 - May 2011
Lake Highlands Family YMCA May 2010 - August 2010
Sigma Kappa Sorority January 2009 - December 2009
Penson Financial Services June 2008 - August 2008
Texas Instruments- Texins Activity Center May 2007 - August 2007
Lake Highlands Family YMCA November 2005 - July 2006
Skills
Pay Close Attention to..., Logistics, Microsoft Word, Spanish, Event Planning, Microsoft Excel, Facebook, Teaching, Budget, Communication Skills, Microsoft Power Point, Counterpoint, Flexibility, SharePoint, Budgets, Management, Advertising, Sales, PowerPoint, Blogging
Education
Texas Christian University 2007 — 2011
Bachelor of Arts (B.A.), Spanish and Economics double major
Universidad de Pablo Olavide 2010 — 2010
Economics, Spanish
Lake Highlands High School 2003 — 2007
Sally Finnefrock Sally Finnefrock's Penson Financial Services Experience November 2010 - November 2011
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
Kalin Nonchev Kalin Nonchev's Penson Financial Services Experience June 2011 - August 2012
Job DTCC Enterprise Risk Management
Industry Capital Markets
Experience
DTCC November 2013 - Present
Chase Paymentech October 2012 - November 2013
Apex Clearing Corporation August 2012 - October 2012
Penson Financial Services June 2011 - August 2012
Penson Financial Services March 2009 - June 2011
Skills
Options, Trading, Equities, Bloomberg, Market Risk, Fixed Income, Derivatives, Trading Systems, Securities, Electronic Trading, FX Options, Financial Markets, Credit Risk, Series 7, TIMS, STANS, OCC, Bloomberg Terminal, Global Risk, FTEN RX, Series 4, Series 24, VaR, Risk Management, Corporate Finance, Financial Analysis, Financial Modeling, Financial Accounting, Financial Risk, Financial Audits, Finance, Strategic Financial..., Operational Risk, Compliance, Bonds, Capital Markets, Investments, Asset Management
Education
The University of Texas at Dallas 2007 — 2010
Master's degree, Finance
The University of Texas at Dallas 2003 — 2007
Bachelor's degree, Finance
DTCC November 2013 - Present
Chase Paymentech October 2012 - November 2013
Apex Clearing Corporation August 2012 - October 2012
Penson Financial Services June 2011 - August 2012
Penson Financial Services March 2009 - June 2011
Skills
Options, Trading, Equities, Bloomberg, Market Risk, Fixed Income, Derivatives, Trading Systems, Securities, Electronic Trading, FX Options, Financial Markets, Credit Risk, Series 7, TIMS, STANS, OCC, Bloomberg Terminal, Global Risk, FTEN RX, Series 4, Series 24, VaR, Risk Management, Corporate Finance, Financial Analysis, Financial Modeling, Financial Accounting, Financial Risk, Financial Audits, Finance, Strategic Financial..., Operational Risk, Compliance, Bonds, Capital Markets, Investments, Asset Management
Education
The University of Texas at Dallas 2007 — 2010
Master's degree, Finance
The University of Texas at Dallas 2003 — 2007
Bachelor's degree, Finance
Justin Hemme Justin Hemme's Penson Financial Services Experience January 2000 - January 2001
Job Senior Asset Manager w/ VRM Mortgage Services
Industry Real Estate
Experience
VRM Mortgage Services January 2011 - Present
Texas Land and Lakes February 2003 - February 2011
Bluegreen Corporation October 2000 - February 2003
Penson Financial Services January 2000 - January 2001
Colorado Rockies Baseball Club February 1999 - September 2000
Skills
Contract Negotiation, Negotiation, Real Estate, Investment Properties, Team Building, Marketing, REO, Real Estate Transactions, Foreclosures, Selling, Sales, Property, Leases, Real Estate License, Management, Marketing Strategy, Leadership, Customer Service
Education
University of Louisiana at Lafayette
Bachelor's Degree, Business Administration
Oklahoma State University
Business Administration
VRM Mortgage Services January 2011 - Present
Texas Land and Lakes February 2003 - February 2011
Bluegreen Corporation October 2000 - February 2003
Penson Financial Services January 2000 - January 2001
Colorado Rockies Baseball Club February 1999 - September 2000
Skills
Contract Negotiation, Negotiation, Real Estate, Investment Properties, Team Building, Marketing, REO, Real Estate Transactions, Foreclosures, Selling, Sales, Property, Leases, Real Estate License, Management, Marketing Strategy, Leadership, Customer Service
Education
University of Louisiana at Lafayette
Bachelor's Degree, Business Administration
Oklahoma State University
Business Administration
Clay Mullin Clay Mullin's Penson Financial Services Experience November 2008 - October 2011
Job Product Manager TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities October 2011 - Present
Penson Financial Services November 2008 - October 2011
Penson Financial Services May 2006 - November 2008
Penson Financial Services December 2003 - May 2006
Skills
Risk Management, Back Office, Microsoft Excel, PowerPoint, Microsoft Word, Test Planning, FINRA, Securities, Series 7, Equities, Fixed Income, Trading, Derivatives, Business Analysis, Banking, Agile Methodologies, Options, Financial Services, Software Project...
Education
The University of Texas at Arlington 1997 — 1999
Bachelor of Business Administration, Finance
TradeStation Securities October 2011 - Present
Penson Financial Services November 2008 - October 2011
Penson Financial Services May 2006 - November 2008
Penson Financial Services December 2003 - May 2006
Skills
Risk Management, Back Office, Microsoft Excel, PowerPoint, Microsoft Word, Test Planning, FINRA, Securities, Series 7, Equities, Fixed Income, Trading, Derivatives, Business Analysis, Banking, Agile Methodologies, Options, Financial Services, Software Project...
Education
The University of Texas at Arlington 1997 — 1999
Bachelor of Business Administration, Finance
Jake Newton Jake Newton's Penson Financial Services Experience June 2005 - June 2012
Job IT Manager at Crossroads Systems
Industry Financial Services
Experience
Crossroads Systems June 2012 - Present
Penson Financial Services June 2005 - June 2012
Penson Financial Services July 2006 - August 2009
Penson Financial Services June 2005 - July 2006
University of Iowa May 2004 - May 2005
University of Iowa 2002 - May 2004
Granbury.Com ISP 1999 - 2001
Skills
Cisco, F5, Riverbed, Aruba, Microsoft, Solarwinds, Active Directory, Sophos, Juniper, Cost Savings, Vendor Relations, BGP, EIGRP, Contract Management, Cisco Technologies
Education
University of Iowa 2001 — 2004
Bachelor of Science (BS), Computer Science
Texas A&M University 1999 — 2001
Crossroads Systems June 2012 - Present
Penson Financial Services June 2005 - June 2012
Penson Financial Services July 2006 - August 2009
Penson Financial Services June 2005 - July 2006
University of Iowa May 2004 - May 2005
University of Iowa 2002 - May 2004
Granbury.Com ISP 1999 - 2001
Skills
Cisco, F5, Riverbed, Aruba, Microsoft, Solarwinds, Active Directory, Sophos, Juniper, Cost Savings, Vendor Relations, BGP, EIGRP, Contract Management, Cisco Technologies
Education
University of Iowa 2001 — 2004
Bachelor of Science (BS), Computer Science
Texas A&M University 1999 — 2001
Ali Bachoo Ali Bachoo's Penson Financial Services Experience August 2009 - May 2012
Job Senior Business Data Warehouse Analyst at Santander Consumer USA Inc.
Industry Information Technology and Services
Experience
Santander Consumer USA Inc. June 2012 - Present
Penson Financial Services August 2009 - May 2012
Penson Financial Services December 2006 - July 2009
Bank of America January 2003 - December 2006
Skills
Equities, Securities, Risk Management, Financial Analysis, Process Improvement, Business Analysis, Access, Insurance, Financial Modeling, Banking, Project Management, Customer Service
Education
Texas A&M University-Commerce 2008 — 2010
Masters, Business, 3.9
The University of Texas at Dallas 2003 — 2007
Bachelors, Finance, 3.7
Santander Consumer USA Inc. June 2012 - Present
Penson Financial Services August 2009 - May 2012
Penson Financial Services December 2006 - July 2009
Bank of America January 2003 - December 2006
Skills
Equities, Securities, Risk Management, Financial Analysis, Process Improvement, Business Analysis, Access, Insurance, Financial Modeling, Banking, Project Management, Customer Service
Education
Texas A&M University-Commerce 2008 — 2010
Masters, Business, 3.9
The University of Texas at Dallas 2003 — 2007
Bachelors, Finance, 3.7
Crystal Hradecky Crystal Hradecky's Penson Financial Services Experience 2005 - 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
Judy Hooper Judy Hooper's Penson Financial Services Experience February 2012 - October 2012
Job Finance Professional
Industry Accounting
Experience
Santander Consumer USA Inc. June 2015 - Present
Hanmi Bank (fka) United Central Bank August 2013 - March 2015
US Small Business Administration December 2012 - August 2013
Penson Financial Services February 2012 - October 2012
Fannie Mae November 2010 - August 2011
US Immigrations and Customs Enforcement (ICE) September 2009 - November 2010
Fannie Mae February 2009 - September 2009
Hudson Advisors, LLC November 2007 - December 2008
BearingPoint Consulting July 2006 - November 2007
Hotels.com May 2004 - June 2006
Skills
Accounting, General Ledger, Financial Reporting, PeopleSoft, Internal Controls, GAAP, Reconciliation, SEC reporting, Account Reconciliation, Financial Accounting, Access, Cash Management, Variance Analysis, Business Objects, Payroll, Data Analysis, Microsoft Excel, Financial Analysis, Business Process..., Financial Statements, Finance, Analysis, Managerial Finance
Education
The University of Dallas
MBA, IT
The University of Dallas
MS, Accounting
University of Houston
BBA, Finance
Santander Consumer USA Inc. June 2015 - Present
Hanmi Bank (fka) United Central Bank August 2013 - March 2015
US Small Business Administration December 2012 - August 2013
Penson Financial Services February 2012 - October 2012
Fannie Mae November 2010 - August 2011
US Immigrations and Customs Enforcement (ICE) September 2009 - November 2010
Fannie Mae February 2009 - September 2009
Hudson Advisors, LLC November 2007 - December 2008
BearingPoint Consulting July 2006 - November 2007
Hotels.com May 2004 - June 2006
Skills
Accounting, General Ledger, Financial Reporting, PeopleSoft, Internal Controls, GAAP, Reconciliation, SEC reporting, Account Reconciliation, Financial Accounting, Access, Cash Management, Variance Analysis, Business Objects, Payroll, Data Analysis, Microsoft Excel, Financial Analysis, Business Process..., Financial Statements, Finance, Analysis, Managerial Finance
Education
The University of Dallas
MBA, IT
The University of Dallas
MS, Accounting
University of Houston
BBA, Finance
Marcos Romo Marcos Romo's Penson Financial Services Experience June 2006 - October 2007
Job Asset Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
BNY Mellon September 2012 - March 2014
BNY Mellon September 2009 - July 2012
BNY Mellon July 2008 - September 2009
Penson Financial Services June 2006 - October 2007
Liberty Mutual Insurance November 2004 - April 2005
Metl-Span May 2003 - August 2003
Metl-Span June 2002 - August 2002
Metl-Span May 1999 - July 1999
Skills
Financial Services, Syndicated Loans, Account Management, Organizational Behavior, Values-based Leadership, Debt Management, Trading, Client Relations, Financial Analysis, Operations Management, Regulatory Audits, Risk Management, Compliance Management, Regulatory Compliance, Information Risk, Organizational..., Bilingual Communications, Mutual Funds, Money Market Accounts, Municipal Bonds, Business Management, Business Relationship..., Team Leadership, Time Management, National Accounts, Accounts Payable, Disaster Recovery, Law Enforcement, Fire Safety, Fire Prevention
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Southern Methodist University - Cox School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Organizational Behavior & Business Policy, 3.3
BNY Mellon March 2014 - Present
BNY Mellon September 2012 - March 2014
BNY Mellon September 2009 - July 2012
BNY Mellon July 2008 - September 2009
Penson Financial Services June 2006 - October 2007
Liberty Mutual Insurance November 2004 - April 2005
Metl-Span May 2003 - August 2003
Metl-Span June 2002 - August 2002
Metl-Span May 1999 - July 1999
Skills
Financial Services, Syndicated Loans, Account Management, Organizational Behavior, Values-based Leadership, Debt Management, Trading, Client Relations, Financial Analysis, Operations Management, Regulatory Audits, Risk Management, Compliance Management, Regulatory Compliance, Information Risk, Organizational..., Bilingual Communications, Mutual Funds, Money Market Accounts, Municipal Bonds, Business Management, Business Relationship..., Team Leadership, Time Management, National Accounts, Accounts Payable, Disaster Recovery, Law Enforcement, Fire Safety, Fire Prevention
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Southern Methodist University - Cox School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Organizational Behavior & Business Policy, 3.3
Dorothy Kuhn's Penson Financial Services Experience December 2006 - January 2008
Job Speaker, Executive Coach, #1 International Bestselling Author
Industry Professional Training & Coaching
Experience
Dorothy Kuhn Consulting December 2011 - Present
Bank of America Home Loans September 2009 - March 2014
DG FastChannel March 2008 - August 2009
Penson Financial Services December 2006 - January 2008
Countrywide June 2006 - October 2006
PepsiCo August 2004 - May 2006
Lemuel Texas Enterprises, Inc February 2003 - August 2004
Verizon May 2004 - June 2004
MCI November 1996 - February 2003
Texas Instruments, Inc. July 1983 - October 1996
Skills
Integration, SDLC, PMP, Visio, Project Management, PMO, Process Improvement, Management, Leadership, MS Project, Agile Methodologies, Business Analysis, Business Process, Project Planning, Software Development, Six Sigma, Strategy, Risk Management, Public Speaking, Executive Coaching, Business Coaching, ITIL, Outsourcing, Testing, CMMI, Project Portfolio..., Telecommunications, Leadership Development, Motivational Speaking, Leading Organizational..., Leading Positive Change, Leading..., Personal Development, Feng Shui, Lean Operations, Marketing Strategy, Leadership Development..., Microsoft Project, Change Management
Education
The University of Texas at Dallas 1990 — 1993
Engineer's Degree, Management, Systems Engineering
The University of Texas at Arlington 1975 — 1979
B.S., Physics
Dorothy Kuhn Consulting December 2011 - Present
Bank of America Home Loans September 2009 - March 2014
DG FastChannel March 2008 - August 2009
Penson Financial Services December 2006 - January 2008
Countrywide June 2006 - October 2006
PepsiCo August 2004 - May 2006
Lemuel Texas Enterprises, Inc February 2003 - August 2004
Verizon May 2004 - June 2004
MCI November 1996 - February 2003
Texas Instruments, Inc. July 1983 - October 1996
Skills
Integration, SDLC, PMP, Visio, Project Management, PMO, Process Improvement, Management, Leadership, MS Project, Agile Methodologies, Business Analysis, Business Process, Project Planning, Software Development, Six Sigma, Strategy, Risk Management, Public Speaking, Executive Coaching, Business Coaching, ITIL, Outsourcing, Testing, CMMI, Project Portfolio..., Telecommunications, Leadership Development, Motivational Speaking, Leading Organizational..., Leading Positive Change, Leading..., Personal Development, Feng Shui, Lean Operations, Marketing Strategy, Leadership Development..., Microsoft Project, Change Management
Education
The University of Texas at Dallas 1990 — 1993
Engineer's Degree, Management, Systems Engineering
The University of Texas at Arlington 1975 — 1979
B.S., Physics
Jason Flynn Jason Flynn's Penson Financial Services Experience July 2008 - August 2011
Job Business Analyst at CONEXIS, a division of WageWorks, Inc.
Industry Information Technology and Services
Experience
CONEXIS, a division of WageWorks, Inc. May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices June 2014 - February 2015
Celerity February 2013 - April 2014
Robert Half Technology July 2012 - January 2013
Celerity August 2011 - July 2012
Penson Financial Services July 2008 - August 2011
Placemark Investments April 2005 - April 2008
Argo Data Resource Corporation September 2003 - April 2005
Fidelity Investments August 2001 - July 2003
Rushmore Financial Group December 1999 - August 2001
Skills
Business Analysis, SDLC, Analysis, Program Management, Requirements Analysis, Integration, Business Intelligence, Process Improvement, Visio, Agile Methodologies, SQL, Access, Banking, Business Process..., Management, Vendor Management, Scrum, WCF, Project Planning, Account Management, Project Management, UAT Coordination
Education
The University of Texas at Arlington - College of Business 1992 — 1996
BBA, Finance
CONEXIS, a division of WageWorks, Inc. May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices June 2014 - February 2015
Celerity February 2013 - April 2014
Robert Half Technology July 2012 - January 2013
Celerity August 2011 - July 2012
Penson Financial Services July 2008 - August 2011
Placemark Investments April 2005 - April 2008
Argo Data Resource Corporation September 2003 - April 2005
Fidelity Investments August 2001 - July 2003
Rushmore Financial Group December 1999 - August 2001
Skills
Business Analysis, SDLC, Analysis, Program Management, Requirements Analysis, Integration, Business Intelligence, Process Improvement, Visio, Agile Methodologies, SQL, Access, Banking, Business Process..., Management, Vendor Management, Scrum, WCF, Project Planning, Account Management, Project Management, UAT Coordination
Education
The University of Texas at Arlington - College of Business 1992 — 1996
BBA, Finance
Philip Littlejohn, CPA Philip Littlejohn, CPA's Penson Financial Services Experience January 2001 - January 2004
Job Director, Gas Accounting and Rate Administration at Atmos Energy
Industry Accounting
Experience
Atmos Energy September 2014 - Present
Atmos Energy March 2011 - August 2014
Parkside Village HOA - Allen Texas July 2009 - June 2011
Atmos Energy May 2009 - March 2011
Deloitte & Touche January 2005 - May 2009
Penson Financial Services January 2001 - January 2004
Skills
Financial Modeling, Big 4, Oracle E-Business Suite, Financial Reporting, Training, External Audit, Management, Essbase, Fixed Assets, GAAP, SEC filings, CPA, Accounts Receivable, US GAAP, Sarbanes-Oxley Act, Leadership, Accounting, Auditing, Internal Controls, Mergers & Acquisitions, Human Resources, Revenue Recognition, Corporate Finance, Sarbanes-Oxley, Hyperion Enterprise, Analysis, CRM, Manufacturing, Forecasting, Financial Analysis
Education
University of Miami - School of Business 2004 — 2005
MPA, Master of Professional Accountancy
Texas A&M University-Commerce 2002 — 2003
MBA, Finance
University of North Texas 1995 — 2000
BBA, Real Estate - Finance
North Mesquite High School
Atmos Energy September 2014 - Present
Atmos Energy March 2011 - August 2014
Parkside Village HOA - Allen Texas July 2009 - June 2011
Atmos Energy May 2009 - March 2011
Deloitte & Touche January 2005 - May 2009
Penson Financial Services January 2001 - January 2004
Skills
Financial Modeling, Big 4, Oracle E-Business Suite, Financial Reporting, Training, External Audit, Management, Essbase, Fixed Assets, GAAP, SEC filings, CPA, Accounts Receivable, US GAAP, Sarbanes-Oxley Act, Leadership, Accounting, Auditing, Internal Controls, Mergers & Acquisitions, Human Resources, Revenue Recognition, Corporate Finance, Sarbanes-Oxley, Hyperion Enterprise, Analysis, CRM, Manufacturing, Forecasting, Financial Analysis
Education
University of Miami - School of Business 2004 — 2005
MPA, Master of Professional Accountancy
Texas A&M University-Commerce 2002 — 2003
MBA, Finance
University of North Texas 1995 — 2000
BBA, Real Estate - Finance
North Mesquite High School
Kim Sterling ingram Kim Sterling ingram's Penson Financial Services Experience June 2006 - January 2012
Job Sr. SQL DBA at Dallas County
Industry Hospital & Health Care
Experience
Dallas County September 2015 - Present
Children's Medical Center March 2014 - September 2015
GameStop August 2012 - February 2014
MedAssets January 2012 - August 2012
Penson Financial Services June 2006 - January 2012
Washington Division of URS 2002 - 2006
Texas Health Harris Methodist 1998 - 1999
Skills
Databases, Microsoft SQL Server, SQL, Database Design, Software Documentation, Disaster Recovery, Troubleshooting, Business Analysis, SDLC, Windows Server, Security, Management, Visio, Access, Database Administration, SSIS, Leadership, IT Management, Data Modeling, SharePoint, Data Center, Business Intelligence, Cross-functional Team..., Vendor Management, T-SQL, Integration, Analysis, Testing, SSRS, Windows, Software Development, Agile Methodologies, Visual Studio, Project Planning, Data Analysis, Project Management, SQL Server, VBScript, Data Warehousing, Software Project..., Architecture, Strategic Planning, System Administration, Change Management, Documentation, Microsoft Office, Administration, ETL, Radioactive Waste..., QNXT
Education
The University of New Mexico 1987 — 1991
Architecure
Texas Tech University 1983 — 1984
Bachelor of Architecture (B.Arch.), Architecture
Phoenix Institute of Technology 1981 — 1982
Architecture
Dallas County September 2015 - Present
Children's Medical Center March 2014 - September 2015
GameStop August 2012 - February 2014
MedAssets January 2012 - August 2012
Penson Financial Services June 2006 - January 2012
Washington Division of URS 2002 - 2006
Texas Health Harris Methodist 1998 - 1999
Skills
Databases, Microsoft SQL Server, SQL, Database Design, Software Documentation, Disaster Recovery, Troubleshooting, Business Analysis, SDLC, Windows Server, Security, Management, Visio, Access, Database Administration, SSIS, Leadership, IT Management, Data Modeling, SharePoint, Data Center, Business Intelligence, Cross-functional Team..., Vendor Management, T-SQL, Integration, Analysis, Testing, SSRS, Windows, Software Development, Agile Methodologies, Visual Studio, Project Planning, Data Analysis, Project Management, SQL Server, VBScript, Data Warehousing, Software Project..., Architecture, Strategic Planning, System Administration, Change Management, Documentation, Microsoft Office, Administration, ETL, Radioactive Waste..., QNXT
Education
The University of New Mexico 1987 — 1991
Architecure
Texas Tech University 1983 — 1984
Bachelor of Architecture (B.Arch.), Architecture
Phoenix Institute of Technology 1981 — 1982
Architecture
Tamekia Jones Tamekia Jones's Penson Financial Services Experience January 2006 - January 2009
Job Currently Working
Industry Financial Services
Experience
Wells Fargo Capital Finance January 2014 - Present
Allstate January 2010 - January 2012
Penson Financial Services January 2006 - January 2009
JP Morgan Chase & Co January 1999 - January 2005
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Outlook, HTML, Data Entry, 10 Key Touch, Typing, Access, General Office Skills
Education
Texas Southern University 1996 — 1998
Business Administration
Lincoln Humanities/Communications Magnet High School 1992 — 1996
Diploma, General Studies
Wells Fargo Capital Finance January 2014 - Present
Allstate January 2010 - January 2012
Penson Financial Services January 2006 - January 2009
JP Morgan Chase & Co January 1999 - January 2005
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Outlook, HTML, Data Entry, 10 Key Touch, Typing, Access, General Office Skills
Education
Texas Southern University 1996 — 1998
Business Administration
Lincoln Humanities/Communications Magnet High School 1992 — 1996
Diploma, General Studies
Alan Ramsey Alan Ramsey's Penson Financial Services Experience June 2010 - June 2012
Job Consultant at Doshi Consulting Solutions, Inc.
Industry Financial Services
Experience
Doshi Consulting Solutions, Inc. June 2012 - Present
Penson Financial Services June 2010 - June 2012
Ridge Clearing & Outsourcing Solutions, Inc April 2007 - June 2010
ADP Clearing & Outsourcing Services, Inc. November 2004 - April 2007
Banc of America Securities October 1998 - October 2004
Banc of America BrokerDealer Services October 1998 - October 2004
Montgomery Securities January 1997 - September 1998
U.S. Marine Corps Reserve October 1991 - October 1997
Education
Notre Dame de Namur University 1993 — 1995
San Jose State University
Doshi Consulting Solutions, Inc. June 2012 - Present
Penson Financial Services June 2010 - June 2012
Ridge Clearing & Outsourcing Solutions, Inc April 2007 - June 2010
ADP Clearing & Outsourcing Services, Inc. November 2004 - April 2007
Banc of America Securities October 1998 - October 2004
Banc of America BrokerDealer Services October 1998 - October 2004
Montgomery Securities January 1997 - September 1998
U.S. Marine Corps Reserve October 1991 - October 1997
Education
Notre Dame de Namur University 1993 — 1995
San Jose State University
Alan Zabloudil Alan Zabloudil's Penson Financial Services Experience April 2006 - April 2012
Job Director, Capital Markets at 1st Global
Industry Financial Services
Experience
1st Global November 2013 - Present
1st Global April 2012 - November 2013
Penson Financial Services April 2006 - April 2012
Penson Financial Services April 2005 - April 2006
Edward Jones June 2004 - January 2005
Skills
Market Connectivity, Market Analysis, Trading Systems, Equity Trading, Equity Research, Equity Capital Markets, Trading Strategies, Electronic Trading, Customer Support, Customer Service, Customer Oriented, Client Counseling, Client Education, Market Structure, Cross-functional Team..., Team Building, Leadership, FX Options, Trading, Equities, Financial Risk, Securities, Investments, Options, FINRA, Bloomberg, Risk Management, Series 7, Fixed Income, Series 63, Financial Markets, Back Office, Series 24, Capital Markets, Financial Services, Investment Strategies, ETFs, Financial Advisory, Hedge Funds
Education
Texas Tech University 2000 — 2004
Bachelor's degree, Finance, General
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Finance
1st Global November 2013 - Present
1st Global April 2012 - November 2013
Penson Financial Services April 2006 - April 2012
Penson Financial Services April 2005 - April 2006
Edward Jones June 2004 - January 2005
Skills
Market Connectivity, Market Analysis, Trading Systems, Equity Trading, Equity Research, Equity Capital Markets, Trading Strategies, Electronic Trading, Customer Support, Customer Service, Customer Oriented, Client Counseling, Client Education, Market Structure, Cross-functional Team..., Team Building, Leadership, FX Options, Trading, Equities, Financial Risk, Securities, Investments, Options, FINRA, Bloomberg, Risk Management, Series 7, Fixed Income, Series 63, Financial Markets, Back Office, Series 24, Capital Markets, Financial Services, Investment Strategies, ETFs, Financial Advisory, Hedge Funds
Education
Texas Tech University 2000 — 2004
Bachelor's degree, Finance, General
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Finance
Robert Kachmar, PMP, PMI-ACP Robert Kachmar, PMP, PMI-ACP's Penson Financial Services Experience August 2011 - July 2012
Job Experienced Software Development Leader
Industry Financial Services
Experience
Apex Clearing Corporation (acquired Penson Financial Services) August 2012 - Present
Penson Financial Services August 2011 - July 2012
Penson Financial Services February 2006 - August 2011
Penson Financial Services July 2005 - January 2006
Penson Financial Services December 2004 - June 2005
Ford Distributing March 2003 - October 2004
The Web Design Consulting Group June 2001 - February 2003
Raytheon Systems February 2001 - May 2001
Skills
Software Project..., PMP, Change Management, Process Improvement, Data Integration, T-SQL, C#, ASP.NET, VB.NET, JavaScript, Java, Microsoft SQL Server, Offshore Software..., Agile Project Management, Business Analysis, SDLC, DTS, SSIS, SSRS, SharePoint, Tidal Enterprise...
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Double Major in Management Information Systems and Organizational Behavior
Southern Methodist University - Dedman College
Bachelor of Arts (B.A.), Economics
Apex Clearing Corporation (acquired Penson Financial Services) August 2012 - Present
Penson Financial Services August 2011 - July 2012
Penson Financial Services February 2006 - August 2011
Penson Financial Services July 2005 - January 2006
Penson Financial Services December 2004 - June 2005
Ford Distributing March 2003 - October 2004
The Web Design Consulting Group June 2001 - February 2003
Raytheon Systems February 2001 - May 2001
Skills
Software Project..., PMP, Change Management, Process Improvement, Data Integration, T-SQL, C#, ASP.NET, VB.NET, JavaScript, Java, Microsoft SQL Server, Offshore Software..., Agile Project Management, Business Analysis, SDLC, DTS, SSIS, SSRS, SharePoint, Tidal Enterprise...
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Double Major in Management Information Systems and Organizational Behavior
Southern Methodist University - Dedman College
Bachelor of Arts (B.A.), Economics
Joshua Cessor Joshua Cessor's Penson Financial Services Experience April 2005 - November 2005
Job Sr. Financial Analyst at Pegasus Logistics Group
Industry Retail
Experience
Pegasus Logistics Group December 2013 - Present
Heartland Automotive Services April 2012 - December 2013
Michaels Stores, Inc. February 2011 - April 2012
Michaels Stores, Inc. August 2007 - February 2011
Affiliated Computer Services Inc. (ACS) November 2005 - August 2007
Penson Financial Services April 2005 - November 2005
Penson Financial Services April 2004 - April 2005
Skills
Process Improvement, Variance Analysis, Forecasting, GAAP, Microsoft Excel, Accounting, Hyperion Enterprise, Oracle E-Business Suite, Access, Finance, Financial Modeling, Budgets, Strategic Financial..., Analysis, Essbase, Financial Planning, Hyperion
Education
Texas State University 1999 — 2003
BBA, Finance
Pegasus Logistics Group December 2013 - Present
Heartland Automotive Services April 2012 - December 2013
Michaels Stores, Inc. February 2011 - April 2012
Michaels Stores, Inc. August 2007 - February 2011
Affiliated Computer Services Inc. (ACS) November 2005 - August 2007
Penson Financial Services April 2005 - November 2005
Penson Financial Services April 2004 - April 2005
Skills
Process Improvement, Variance Analysis, Forecasting, GAAP, Microsoft Excel, Accounting, Hyperion Enterprise, Oracle E-Business Suite, Access, Finance, Financial Modeling, Budgets, Strategic Financial..., Analysis, Essbase, Financial Planning, Hyperion
Education
Texas State University 1999 — 2003
BBA, Finance
Edward Tung Edward Tung's Penson Financial Services Experience February 2008 - August 2011
Job Associate Broker at CENTURY 21®
Industry Financial Services
Experience
CENTURY 21® April 2014 - Present
Trintech March 2013 - March 2014
Telligent August 2011 - March 2013
Penson Financial Services February 2008 - August 2011
Premio, Inc. February 1998 - July 2007
PDC System 1999 - 2000
Skills
Windows Server, IIS, SQL, Servers, Data Center, Troubleshooting, Software Documentation, Databases, Visio, Security, Networking, Technical Support, Microsoft Exchange, Integration
Education
The University of Texas at Arlington 1995 — 1998
BS, Business
CENTURY 21® April 2014 - Present
Trintech March 2013 - March 2014
Telligent August 2011 - March 2013
Penson Financial Services February 2008 - August 2011
Premio, Inc. February 1998 - July 2007
PDC System 1999 - 2000
Skills
Windows Server, IIS, SQL, Servers, Data Center, Troubleshooting, Software Documentation, Databases, Visio, Security, Networking, Technical Support, Microsoft Exchange, Integration
Education
The University of Texas at Arlington 1995 — 1998
BS, Business
Andrew Seal's Penson Financial Services Experience April 2010 - January 2011
Job Senior Credit Risk Analyst at Luminant
Industry Facilities Services
Experience
Luminant January 2011 - Present
Penson Financial Services April 2010 - January 2011
Penson Financial Services January 2009 - April 2010
Maize Asset Management July 2008 - December 2008
Johnson Rice and Company May 2007 - September 2007
Skills
Equities, VBA, Investments, Research, SQL, Real Estate, Market Analysis, Spreadsheets, Macro, Modeling, Bloomberg, Financial Modeling, Data Analysis, Business Analysis
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA
The University of Texas at Arlington - College of Business
Master of Science
Tulane University
Bachelor of Science
Luminant January 2011 - Present
Penson Financial Services April 2010 - January 2011
Penson Financial Services January 2009 - April 2010
Maize Asset Management July 2008 - December 2008
Johnson Rice and Company May 2007 - September 2007
Skills
Equities, VBA, Investments, Research, SQL, Real Estate, Market Analysis, Spreadsheets, Macro, Modeling, Bloomberg, Financial Modeling, Data Analysis, Business Analysis
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA
The University of Texas at Arlington - College of Business
Master of Science
Tulane University
Bachelor of Science
Chad Harkey, CAMS, CFE Chad Harkey, CAMS, CFE's Penson Financial Services Experience January 2008 - November 2009
Job AVP, Risk Management at Texas Bank and Trust
Industry Financial Services
Experience
Texas Bank and Trust May 2012 - Present
JPMorgan Chase October 2011 - May 2012
Penson Financial Services, Inc. November 2009 - September 2011
Penson Financial Services January 2008 - November 2009
State Bank of Texas December 2006 - December 2007
PlainsCapital Bank February 2005 - June 2006
Skills
Bank Secrecy Act, AML, USA PATRIOT Act, Risk Management, OFAC, Banking, KYC, Financial Risk, Fraud, Risk Assessment, Financial Services, Private Investigations, Due Diligence, Enterprise Risk..., Operational Risk
Education
The University of Texas at Arlington 2002 — 2002
Bachelor of Arts, Political Science
Texas Tech University 1999 — 2001
Business Marketing
Texas Bank and Trust May 2012 - Present
JPMorgan Chase October 2011 - May 2012
Penson Financial Services, Inc. November 2009 - September 2011
Penson Financial Services January 2008 - November 2009
State Bank of Texas December 2006 - December 2007
PlainsCapital Bank February 2005 - June 2006
Skills
Bank Secrecy Act, AML, USA PATRIOT Act, Risk Management, OFAC, Banking, KYC, Financial Risk, Fraud, Risk Assessment, Financial Services, Private Investigations, Due Diligence, Enterprise Risk..., Operational Risk
Education
The University of Texas at Arlington 2002 — 2002
Bachelor of Arts, Political Science
Texas Tech University 1999 — 2001
Business Marketing
Marie Jacome Marie Jacome's Penson Financial Services Experience 2009 - 2009
Job VP, Scoring and Data Analytics
Industry Financial Services
Experience
Citi October 2013 - Present
Belmont Group December 2012 - October 2013
JPMorgan Chase May 2010 - December 2012
University of Texas at Arlington 2010 - December 2012
Penson Financial Services 2009 - 2009
Fidelity Investments 2006 - 2009
Skills
Data Analysis, Financial Modeling, Financial Analysis, Investments, Statistics, Quantitative Analytics, Analysis, VBA, Portfolio Management, Economics, Valuation, Corporate Finance
Education
The University of Texas at Arlington - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance, General
Citi October 2013 - Present
Belmont Group December 2012 - October 2013
JPMorgan Chase May 2010 - December 2012
University of Texas at Arlington 2010 - December 2012
Penson Financial Services 2009 - 2009
Fidelity Investments 2006 - 2009
Skills
Data Analysis, Financial Modeling, Financial Analysis, Investments, Statistics, Quantitative Analytics, Analysis, VBA, Portfolio Management, Economics, Valuation, Corporate Finance
Education
The University of Texas at Arlington - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance, General
Josh Berry, CISSP and QSA's Penson Financial Services Experience May 2004 - December 2005
Job Senior Technology Manager Assessments & Compliance at Accudata Systems
Industry Computer & Network Security
Experience
Accudata Systems January 2010 - Present
AHMSI May 2009 - January 2010
FedEx Kinko's December 2005 - May 2009
Penson Financial Services May 2004 - December 2005
CompuCom Systems May 2003 - May 2004
Network Partners July 2002 - May 2003
Hoak Breedlove Wesneski October 1999 - July 2002
Skills
Vulnerability Assessment, Penetration Testing, Wireless Security, Web Application Security, Web Application..., PCI DSS, Risk Assessment, Intrusion Detection, Firewalls, Linux, Linux System..., Linux Firewalls, MySQL, PHP, Perl, Information Security, CISSP, Information Security..., Security, Computer Security, Networking, IDS, IPS, Network Security, Servers, Active Directory, Security Policy, Windows Server, Antivirus, Computer Forensics, McAfee, Vulnerability Management, Wireless Networking, Operating Systems, Incident Response, Application Security, Network Architecture, System Deployment, Security Audits, Data Security, Encryption, Security Architecture..., Vulnerability Scanning, Python, Apache, Nginx, Memcached, Metasploit, Burp Suite, Aircrack
Education
Texas A&M University-Commerce 2008 — 2009
Masters, Business Administration
The University of Texas at Dallas 2000 — 2007
Bachelor of Science, Business Administration with MIS concentration
Richland Community College
MCSE, Microsoft MCSE Classes
Accudata Systems January 2010 - Present
AHMSI May 2009 - January 2010
FedEx Kinko's December 2005 - May 2009
Penson Financial Services May 2004 - December 2005
CompuCom Systems May 2003 - May 2004
Network Partners July 2002 - May 2003
Hoak Breedlove Wesneski October 1999 - July 2002
Skills
Vulnerability Assessment, Penetration Testing, Wireless Security, Web Application Security, Web Application..., PCI DSS, Risk Assessment, Intrusion Detection, Firewalls, Linux, Linux System..., Linux Firewalls, MySQL, PHP, Perl, Information Security, CISSP, Information Security..., Security, Computer Security, Networking, IDS, IPS, Network Security, Servers, Active Directory, Security Policy, Windows Server, Antivirus, Computer Forensics, McAfee, Vulnerability Management, Wireless Networking, Operating Systems, Incident Response, Application Security, Network Architecture, System Deployment, Security Audits, Data Security, Encryption, Security Architecture..., Vulnerability Scanning, Python, Apache, Nginx, Memcached, Metasploit, Burp Suite, Aircrack
Education
Texas A&M University-Commerce 2008 — 2009
Masters, Business Administration
The University of Texas at Dallas 2000 — 2007
Bachelor of Science, Business Administration with MIS concentration
Richland Community College
MCSE, Microsoft MCSE Classes
Warren Wittenborn's Penson Financial Services Experience December 2008 - April 2009
Job Sr Architect
Industry Computer Software
Experience
Dun & Bradstreet April 2010 - Present
Rêv July 2009 - March 2010
Penson Financial Services December 2008 - April 2009
Cisco Systems February 2007 - December 2008
MomentumSi August 2006 - November 2008
Pointserve December 2005 - July 2006
Commerce One November 1999 - July 2005
360Commerce May 1998 - October 1999
Cornerstone retail solutions 1998 - 1999
Skills
JBoss Application Server, SOAP, Agile Methodologies, Cloud Computing, Spring, Java, Enterprise Software, Hibernate, SOA, Java Enterprise Edition, Enterprise Architecture, REST, Agile Project Management, Scrum, Solution Architecture, Spring Framework, Software Development, SQL, SaaS, SDLC, Software Project..., Integration
Education
Logonet 1986 — 1989
ODC, Ontological Design
Texas State University-San Marcos 1977 — 1981
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Dun & Bradstreet April 2010 - Present
Rêv July 2009 - March 2010
Penson Financial Services December 2008 - April 2009
Cisco Systems February 2007 - December 2008
MomentumSi August 2006 - November 2008
Pointserve December 2005 - July 2006
Commerce One November 1999 - July 2005
360Commerce May 1998 - October 1999
Cornerstone retail solutions 1998 - 1999
Skills
JBoss Application Server, SOAP, Agile Methodologies, Cloud Computing, Spring, Java, Enterprise Software, Hibernate, SOA, Java Enterprise Edition, Enterprise Architecture, REST, Agile Project Management, Scrum, Solution Architecture, Spring Framework, Software Development, SQL, SaaS, SDLC, Software Project..., Integration
Education
Logonet 1986 — 1989
ODC, Ontological Design
Texas State University-San Marcos 1977 — 1981
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Venu Bommagani's Penson Financial Services Experience 2006 - 2007
Job Project Manager at USAA
Industry Information Technology and Services
Experience
USAA 2009 - Present
Lockheed Martin Information Technology 2009 - 2009
State of New Mexico 2008 - 2009
AllianceBernstein 2007 - 2008
Penson Financial Services 2006 - 2007
Skills
SDLC, Visio, Requirements Analysis, Business Analysis, Vendor Management
Education
Texas A&M University
MBA, Finance
USAA 2009 - Present
Lockheed Martin Information Technology 2009 - 2009
State of New Mexico 2008 - 2009
AllianceBernstein 2007 - 2008
Penson Financial Services 2006 - 2007
Skills
SDLC, Visio, Requirements Analysis, Business Analysis, Vendor Management
Education
Texas A&M University
MBA, Finance
Choeun Ngep's Penson Financial Services Experience 2005 - 2006
Job Consultant
Industry Oil & Energy
Experience
Wipro Technologies December 2012 - Present
Ambit Energy April 2010 - November 2012
PFSweb 2006 - 2009
Penson Financial Services 2005 - 2006
Skills
Process Improvement, Project Management, Microsoft SQL Server, Microsoft Office, SDLC, JavaScript, Web Development, Databases, Requirements Analysis, Visio, Business Analysis, Access, SharePoint, Testing, Agile Methodologies, XML, Software Development
Education
Texas A&M University 1999 — 2003
Bachelor of Science
Booker T. Washington 1995 — 1999
Wipro Technologies December 2012 - Present
Ambit Energy April 2010 - November 2012
PFSweb 2006 - 2009
Penson Financial Services 2005 - 2006
Skills
Process Improvement, Project Management, Microsoft SQL Server, Microsoft Office, SDLC, JavaScript, Web Development, Databases, Requirements Analysis, Visio, Business Analysis, Access, SharePoint, Testing, Agile Methodologies, XML, Software Development
Education
Texas A&M University 1999 — 2003
Bachelor of Science
Booker T. Washington 1995 — 1999
Jason Golove's Penson Financial Services Experience February 2006 - August 2012
Job Equity Trader at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing Corporation August 2012 - Present
Penson Financial Services February 2006 - August 2012
Education
State University of New York College at Oswego 1995 — 2000
Apex Clearing Corporation August 2012 - Present
Penson Financial Services February 2006 - August 2012
Education
State University of New York College at Oswego 1995 — 2000
Gabe Davis's Penson Financial Services Experience January 2000 - July 2012
Job Director of Application Development at Apex Clearing
Industry Financial Services
Experience
Apex Clearing August 2012 - Present
Penson Financial Services January 2000 - July 2012
Penson Financial Services January 2006 - December 2011
Penson Financial Services January 2001 - December 2001
Penson Financial Services July 1999 - January 2001
Skills
SQL, SDLC, Microsoft SQL Server, T-SQL, SSIS, Requirements Analysis, Software Development, Business Analysis, Scrum, Visio, Project Management, User Acceptance Testing, Agile Methodologies, Quality Assurance
Education
Texas A&M University - Mays Business School 1995 — 1999
Bachelor of Business Administration (B.B.A.), Management
Apex Clearing August 2012 - Present
Penson Financial Services January 2000 - July 2012
Penson Financial Services January 2006 - December 2011
Penson Financial Services January 2001 - December 2001
Penson Financial Services July 1999 - January 2001
Skills
SQL, SDLC, Microsoft SQL Server, T-SQL, SSIS, Requirements Analysis, Software Development, Business Analysis, Scrum, Visio, Project Management, User Acceptance Testing, Agile Methodologies, Quality Assurance
Education
Texas A&M University - Mays Business School 1995 — 1999
Bachelor of Business Administration (B.B.A.), Management
Shemeka Harris's Penson Financial Services Experience February 2008 - Present
Job MISService Desk Specialist at Penson Financial Services
Industry Information Technology and Services
Experience
Penson Financial Services February 2008 - Present
Stream Energy 2007 - 2007
Dallas Morning News 2000 - 2006
Texans Credit Union 1996 - 2000
Education
Richland College 1997 — 1999
Penson Financial Services February 2008 - Present
Stream Energy 2007 - 2007
Dallas Morning News 2000 - 2006
Texans Credit Union 1996 - 2000
Education
Richland College 1997 — 1999
Felipe Garza's Penson Financial Services Experience January 2009 - Present
Job Corporate Actions Analyst
Industry Financial Services
Experience
Penson Financial Services January 2009 - Present
1st Global November 2002 - December 2008
Education
The University of Texas at Dallas 1999 — 2002
Penson Financial Services January 2009 - Present
1st Global November 2002 - December 2008
Education
The University of Texas at Dallas 1999 — 2002
Michael Alley, CFP®, PMP's Penson Financial Services Experience September 2010 - August 2012
Job Program Manager at Elevate
Industry Financial Services
Experience
Elevate July 2014 - Present
Think Finance August 2012 - Present
Penson Financial Services September 2010 - August 2012
1st Global December 2008 - September 2010
1st Global August 2007 - December 2008
Penson Financial Services June 2007 - August 2007
1st Global January 2005 - June 2007
1st Global November 2001 - December 2005
Fidelity Investments November 2000 - November 2001
Fidelity Investments October 1998 - November 2000
Skills
Financial Services, SDLC, Business Analysis, Software Project..., PMO, PMP, Agile Methodologies, Program Management, Change Management, Agile Project Management, Management, Investments, Business Process, Requirements Gathering, Securities, Business Requirements, Series 7, MS Project, Asset Management, Vendor Management, Process Improvement, Requirements Analysis, Business Process..., Integration, Equities, Leadership, Back Office, Trading Systems, Project Management, Project Portfolio..., FINRA, Process Engineering, Capital Markets, IT Service Management, Team Management, Databases, Financial Analysis, Mutual Funds, Trading, SQL, Data Warehousing, Data Center, Scrum, Waterfall, Banking, Fixed Income, Portfolio Management, Risk Management, Series 63, Visio
Education
The University of Dallas 1999 — 2001
MBA, Financial Services
Texas Christian University - M.J. Neeley School of Business 1993 — 1997
BBA, Finance
Elevate July 2014 - Present
Think Finance August 2012 - Present
Penson Financial Services September 2010 - August 2012
1st Global December 2008 - September 2010
1st Global August 2007 - December 2008
Penson Financial Services June 2007 - August 2007
1st Global January 2005 - June 2007
1st Global November 2001 - December 2005
Fidelity Investments November 2000 - November 2001
Fidelity Investments October 1998 - November 2000
Skills
Financial Services, SDLC, Business Analysis, Software Project..., PMO, PMP, Agile Methodologies, Program Management, Change Management, Agile Project Management, Management, Investments, Business Process, Requirements Gathering, Securities, Business Requirements, Series 7, MS Project, Asset Management, Vendor Management, Process Improvement, Requirements Analysis, Business Process..., Integration, Equities, Leadership, Back Office, Trading Systems, Project Management, Project Portfolio..., FINRA, Process Engineering, Capital Markets, IT Service Management, Team Management, Databases, Financial Analysis, Mutual Funds, Trading, SQL, Data Warehousing, Data Center, Scrum, Waterfall, Banking, Fixed Income, Portfolio Management, Risk Management, Series 63, Visio
Education
The University of Dallas 1999 — 2001
MBA, Financial Services
Texas Christian University - M.J. Neeley School of Business 1993 — 1997
BBA, Finance
Robert Biard's Penson Financial Services 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
Lindsey Bucey's Penson Financial Services Experience 2000 - 2003
Job Purchased Services Administrator at Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health October 2012 - Present
PricewaterhouseCoopers August 2009 - December 2012
Mayo Clinic AZ May 2005 - August 2009
Novation May 2004 - April 2005
Penson Financial Services 2000 - 2003
Skills
Business Process..., Healthcare Consulting, Healthcare Information..., Process Improvement
Education
Texas Tech University - Rawls College of Business 2003 — 2004
MBA, Healthcare
Southern Methodist University 1996 — 2000
Dignity Health October 2012 - Present
PricewaterhouseCoopers August 2009 - December 2012
Mayo Clinic AZ May 2005 - August 2009
Novation May 2004 - April 2005
Penson Financial Services 2000 - 2003
Skills
Business Process..., Healthcare Consulting, Healthcare Information..., Process Improvement
Education
Texas Tech University - Rawls College of Business 2003 — 2004
MBA, Healthcare
Southern Methodist University 1996 — 2000
Daniel Lobaugh's Penson Financial Services Experience 2002 - 2004
Job Sr. Services Engineer at Spirent Communications
Industry Telecommunications
Experience
Spirent Communications April 2015 - Present
Ericsson April 2004 - January 2015
Penson Financial Services 2002 - 2004
Texas A&M Health Science Center - School of Rural Public Health 1999 - 2002
Skills
LTE, IP, CDMA, Network Design, Wireless, 3G, Telecommunications, VoIP, GPRS, Wireless Networking, Core Network, SS7, TCP/IP, SIP, Ethernet, QoS, 4G, Switches, Computer Network..., Cellular Communications, ATM networks, WiFi, MPLS, Open Source Software, IP Multimedia Subsystem, Application Servers, IMS data, VoLTE, IOT, Mobility Management, Capacity Planning, Technical Solution...
Education
The University of Texas at Dallas 2012 — 2015
Master of Science (M.S.), Systems Engineering and Management
Texas A&M University 1997 — 2002
Bachelor of Science (B.S.), Computer Engineering
Spirent Communications April 2015 - Present
Ericsson April 2004 - January 2015
Penson Financial Services 2002 - 2004
Texas A&M Health Science Center - School of Rural Public Health 1999 - 2002
Skills
LTE, IP, CDMA, Network Design, Wireless, 3G, Telecommunications, VoIP, GPRS, Wireless Networking, Core Network, SS7, TCP/IP, SIP, Ethernet, QoS, 4G, Switches, Computer Network..., Cellular Communications, ATM networks, WiFi, MPLS, Open Source Software, IP Multimedia Subsystem, Application Servers, IMS data, VoLTE, IOT, Mobility Management, Capacity Planning, Technical Solution...
Education
The University of Texas at Dallas 2012 — 2015
Master of Science (M.S.), Systems Engineering and Management
Texas A&M University 1997 — 2002
Bachelor of Science (B.S.), Computer Engineering
Brandon Allred's Penson Financial Services Experience August 2008 - August 2010
Job Baymark Partners
Industry Investment Management
Experience
Baymark Partners June 2015 - Present
SMH Capital Advisors August 2010 - May 2015
Penson Financial Services August 2008 - August 2010
Texas Star Golf Club February 2004 - May 2007
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy
Texas Tech University
Bachelors
Baymark Partners June 2015 - Present
SMH Capital Advisors August 2010 - May 2015
Penson Financial Services August 2008 - August 2010
Texas Star Golf Club February 2004 - May 2007
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy
Texas Tech University
Bachelors
Heather Beasley's Penson Financial Services Experience 2010 - Present
Job Director of Operations at Penson Financial Services
Industry Financial Services
Experience
Penson Financial Services 2010 - Present
Penson Financial Services 2005 - 2010
Skills
Settlement, Securities, Equities, Back Office, Bloomberg, Corporate Actions, Financial Services, Options
Education
Texas Tech University 1994 — 2000
Business, Finance
Penson Financial Services 2010 - Present
Penson Financial Services 2005 - 2010
Skills
Settlement, Securities, Equities, Back Office, Bloomberg, Corporate Actions, Financial Services, Options
Education
Texas Tech University 1994 — 2000
Business, Finance
Jay Hanville's Penson Financial Services Experience September 2008 - June 2012
Job Securities Professional
Industry Investment Banking
Experience
Apex Clearing June 2012 - Present
Penson Financial Services September 2008 - June 2012
Wamu Capital Corp 2001 - 2008
National Securities September 1987 - November 2001
National Association of Securities Dealers August 1983 - August 1987
Skills
Accounting, Broker-Dealer, Cash Management, Equities, FINRA, Finance, Financial Risk, Financial Services, Financial Statements, Fixed Income, Management, Options, Prime Brokerage, Risk Management, SEC, Securities, Series 7, Strategic Planning, Trading, Trading Systems, Auditing
Education
Oregon State University 1973 — 1978
Finance
Apex Clearing June 2012 - Present
Penson Financial Services September 2008 - June 2012
Wamu Capital Corp 2001 - 2008
National Securities September 1987 - November 2001
National Association of Securities Dealers August 1983 - August 1987
Skills
Accounting, Broker-Dealer, Cash Management, Equities, FINRA, Finance, Financial Risk, Financial Services, Financial Statements, Fixed Income, Management, Options, Prime Brokerage, Risk Management, SEC, Securities, Series 7, Strategic Planning, Trading, Trading Systems, Auditing
Education
Oregon State University 1973 — 1978
Finance
Frank Kost's Penson Financial Services Experience Vice President, SalesPenson Financial Services, Inc.2008 - 2008
Job Vice President, Sales at Penson Financial Services
Industry Financial Services
Experience
Penson Financial Services Vice President, SalesPenson Financial Services, Inc.2008 - 2008
Penson Financial Services, Inc. 2007 - 2008
Penson Financial Services, Inc 2007 - 2008
Penson Financial Services, Inc 2007 - 2008
Penson Financial Services, Inc. 2007 - 2008
Penson Financial Services, Inc. 2007 - 2008
Education
State University of New York College at Oneonta 1991 — 1993
Penson Financial Services Vice President, SalesPenson Financial Services, Inc.2008 - 2008
Penson Financial Services, Inc. 2007 - 2008
Penson Financial Services, Inc 2007 - 2008
Penson Financial Services, Inc 2007 - 2008
Penson Financial Services, Inc. 2007 - 2008
Penson Financial Services, Inc. 2007 - 2008
Education
State University of New York College at Oneonta 1991 — 1993
Bucky Pauling's Penson Financial Services Experience 2005 - 2006
Job Reserves Analyst at Matador Resources
Industry Oil & Energy
Experience
Matador Resources Company February 2013 - Present
Reef Exploration July 2006 - February 2013
Penson Financial Services 2005 - 2006
Skills
Aries, PHDWin, OGRE, Microsoft Excel, Microsoft Word, Access, Petra, DrillingInfo, Reserve Reporting, Energy Industry, Gas, Team Leadership, Microsoft Office, Energy, Valuation, Portfolio Management, Investments, Outlook, Business Strategy, Financial Analysis, Team Building, Management, Natural Gas, Forecasting, Finance, Oil/Gas, Petroleum, Oil & Gas Industry, PowerPoint, Trading, Accounting, Economics, Data Analysis, Research, Analysis, Inventory Management, New Business Development, Statistical Modeling, Strategic Financial..., Business Analysis, Marketing, Customer Service, Equities, Project Management, Financial Modeling, Risk Management, Negotiation, Process Improvement, Financial Reporting, Strategic Planning
Education
Texas A&M University 2003 — 2004
Masters, Agribusiness
Texas A&M University 1999 — 2003
BS, Agricultural Economics
Matador Resources Company February 2013 - Present
Reef Exploration July 2006 - February 2013
Penson Financial Services 2005 - 2006
Skills
Aries, PHDWin, OGRE, Microsoft Excel, Microsoft Word, Access, Petra, DrillingInfo, Reserve Reporting, Energy Industry, Gas, Team Leadership, Microsoft Office, Energy, Valuation, Portfolio Management, Investments, Outlook, Business Strategy, Financial Analysis, Team Building, Management, Natural Gas, Forecasting, Finance, Oil/Gas, Petroleum, Oil & Gas Industry, PowerPoint, Trading, Accounting, Economics, Data Analysis, Research, Analysis, Inventory Management, New Business Development, Statistical Modeling, Strategic Financial..., Business Analysis, Marketing, Customer Service, Equities, Project Management, Financial Modeling, Risk Management, Negotiation, Process Improvement, Financial Reporting, Strategic Planning
Education
Texas A&M University 2003 — 2004
Masters, Agribusiness
Texas A&M University 1999 — 2003
BS, Agricultural Economics
Hillary Scheurich, PHR, SHRM-CP's Penson Financial Services Experience October 2009 - August 2012
Job AVP Senior Benefits Specialist at Comerica Bank
Industry Human Resources
Experience
Penson Financial Services October 2009 - August 2012
Penson Financial Services January 2007 - September 2009
Penson Financial Services January 2005 - December 2006
Penson Financial Services August 2003 - December 2004
Skills
FMLA, Performance Management, Deferred Compensation, Employee Relations, New Hire Orientations, Employee Benefits, Payroll, Benefits Administration, Human Resources, HR Policies
Education
The University of Dallas 2006 — 2009
MBA, Financial Services
Texas A&M University 1999 — 2003
Bachelor of Science (B.S.), Political Science and Government
Lake Highlands High School 1996 — 1999
Penson Financial Services October 2009 - August 2012
Penson Financial Services January 2007 - September 2009
Penson Financial Services January 2005 - December 2006
Penson Financial Services August 2003 - December 2004
Skills
FMLA, Performance Management, Deferred Compensation, Employee Relations, New Hire Orientations, Employee Benefits, Payroll, Benefits Administration, Human Resources, HR Policies
Education
The University of Dallas 2006 — 2009
MBA, Financial Services
Texas A&M University 1999 — 2003
Bachelor of Science (B.S.), Political Science and Government
Lake Highlands High School 1996 — 1999
Scott Killion, MBA's Penson Financial Services Experience November 2009 - November 2010
Job Manager Decision Support at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare May 2015 - Present
Tenet Healthcare April 2014 - May 2015
Tenet Healthcare January 2013 - April 2014
RR Donnelley November 2010 - December 2012
Penson Financial Services November 2009 - November 2010
Fidelity Investments April 2008 - November 2009
AXA Advisors May 2006 - August 2006
Skills
XBRL, Financial Reporting, Clearing, Financial Planning, Fund Accounting, Data Analysis, Quality Assurance, Problem Solving, Performance Management, Cost Accounting, Product Management, Analysis, Financial Statements, General Ledger, Financial Services, Mutual Funds, Account Reconciliation, Strategic Financial..., Financial Analysis, Accounting, Investments, Microsoft Excel, Auditing
Education
Texas A&M University-Commerce 2013 — 2014
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Tenet Healthcare May 2015 - Present
Tenet Healthcare April 2014 - May 2015
Tenet Healthcare January 2013 - April 2014
RR Donnelley November 2010 - December 2012
Penson Financial Services November 2009 - November 2010
Fidelity Investments April 2008 - November 2009
AXA Advisors May 2006 - August 2006
Skills
XBRL, Financial Reporting, Clearing, Financial Planning, Fund Accounting, Data Analysis, Quality Assurance, Problem Solving, Performance Management, Cost Accounting, Product Management, Analysis, Financial Statements, General Ledger, Financial Services, Mutual Funds, Account Reconciliation, Strategic Financial..., Financial Analysis, Accounting, Investments, Microsoft Excel, Auditing
Education
Texas A&M University-Commerce 2013 — 2014
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Dipes Patel's Penson Financial Services Experience February 2004 - June 2007
Job Big Data Operations
Industry Information Technology and Services
Experience
AT&T March 2014 - Present
AlixPartners January 2009 - March 2014
Quadrant Capital Partners June 2007 - August 2007
Penson Financial Services February 2004 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Management Consulting, Business Analysis, Investments, Equities, Risk Management, Business Valuation, Business Strategy, Finance, Financial Reporting, Data Analysis, Restructuring, Portfolio Management, Management, Analytics, Due Diligence
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance, Strategy
The University of Texas at Austin 2000 — 2003
Bachelor of Business Administration (BBA), Finance, Management
AT&T March 2014 - Present
AlixPartners January 2009 - March 2014
Quadrant Capital Partners June 2007 - August 2007
Penson Financial Services February 2004 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Management Consulting, Business Analysis, Investments, Equities, Risk Management, Business Valuation, Business Strategy, Finance, Financial Reporting, Data Analysis, Restructuring, Portfolio Management, Management, Analytics, Due Diligence
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance, Strategy
The University of Texas at Austin 2000 — 2003
Bachelor of Business Administration (BBA), Finance, Management
Jerry Dorsey's Penson Financial Services Experience January 2009 - October 2010
Job Development Manager, First Southwest
Industry Financial Services
Experience
First Southwest Company April 2013 - Present
TradeStation Securities June 2011 - April 2013
Penson Financial Services January 2009 - October 2010
Penson Financial Services January 2006 - December 2008
Penson Financial Services July 2003 - December 2005
Penson Financial Services July 1999 - June 2003
Skills
Market Data, Trading Systems, Electronic Trading, Agile Methodologies, Options, SDLC, Agile Project Management, Scrum, Equities, Back Office, Trading, Securities, FX Options, Financial Risk, SQL, Microsoft SQL Server, Investments, Financial Services, Equity Trading, Risk Management, Derivatives, Fixed Income, Bloomberg, Financial Markets, Databases, Settlement, Series 7, User Acceptance Testing, Mutual Funds, Capital Markets, Hedge Funds, Middle Office, Exchange Connectivity
Education
Richland College 1995 — 1997
Computer Information Systems
First Southwest Company April 2013 - Present
TradeStation Securities June 2011 - April 2013
Penson Financial Services January 2009 - October 2010
Penson Financial Services January 2006 - December 2008
Penson Financial Services July 2003 - December 2005
Penson Financial Services July 1999 - June 2003
Skills
Market Data, Trading Systems, Electronic Trading, Agile Methodologies, Options, SDLC, Agile Project Management, Scrum, Equities, Back Office, Trading, Securities, FX Options, Financial Risk, SQL, Microsoft SQL Server, Investments, Financial Services, Equity Trading, Risk Management, Derivatives, Fixed Income, Bloomberg, Financial Markets, Databases, Settlement, Series 7, User Acceptance Testing, Mutual Funds, Capital Markets, Hedge Funds, Middle Office, Exchange Connectivity
Education
Richland College 1995 — 1997
Computer Information Systems
Glenn Hill's Penson Financial Services Experience May 2007 - August 2012
Job V.P. Development at Apex Clearing
Industry Financial Services
Experience
Apex Clearing August 2012 - Present
Penson Financial Services May 2007 - August 2012
USAA 1993 - 2007
Andersen Consulting 1989 - 1993
Skills
PMO, Project Portfolio..., Vendor Management, Offshore Outsourcing, PMP, Executive Management, IT Management, Process Improvement, SDLC, Business Analysis, IT Strategy, Change Management, Disaster Recovery
Education
Texas A&M University 1984 — 1989
BBA and MS, Finance
Apex Clearing August 2012 - Present
Penson Financial Services May 2007 - August 2012
USAA 1993 - 2007
Andersen Consulting 1989 - 1993
Skills
PMO, Project Portfolio..., Vendor Management, Offshore Outsourcing, PMP, Executive Management, IT Management, Process Improvement, SDLC, Business Analysis, IT Strategy, Change Management, Disaster Recovery
Education
Texas A&M University 1984 — 1989
BBA and MS, Finance
Herbert Warren's Penson Financial Services Experience October 2009 - June 2012
Job Senior Business Analyst at Penson Financial Services
Industry Information Technology and Services
Experience
Penson Financial Services October 2009 - June 2012
Natural Wellness USA Inc. April 2008 - May 2009
Transamerica Tax 1997 - 2002
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Systems Analysis, SharePoint, Software Documentation, Trading Systems, Agile Methodologies, Production Support, Vendor Management
Education
The University of Texas at Arlington
Penson Financial Services October 2009 - June 2012
Natural Wellness USA Inc. April 2008 - May 2009
Transamerica Tax 1997 - 2002
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Systems Analysis, SharePoint, Software Documentation, Trading Systems, Agile Methodologies, Production Support, Vendor Management
Education
The University of Texas at Arlington
Denton Pfister's Penson Financial Services Experience December 2007 - July 2012
Job Software Developer
Industry Financial Services
Experience
carlson capital August 2012 - Present
Penson Financial Services December 2007 - July 2012
Simmons Corporation 2004 - 2007
Education
The University of Texas at Dallas 2002 — 2007
Computer Science
carlson capital August 2012 - Present
Penson Financial Services December 2007 - July 2012
Simmons Corporation 2004 - 2007
Education
The University of Texas at Dallas 2002 — 2007
Computer Science
April Gross's Penson Financial Services Experience April 2000 - May 2010
Job Accounting Manager
Industry Telecommunications
Experience
VERTICOM December 2012 - Present
Centennial Beverage Group October 2011 - December 2012
Woodhill Dental Specialties June 2010 - October 2011
Penson Financial Services April 2000 - May 2010
Skills
Accounts Payable, Budgets, Customer Service, Financial Reporting, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Project Management, Strategic Planning, Team Building
Education
Texas A&M Commerce 2007 — 2012
Business Administration, Business
Lake Highlands High School 1996 — 1999
High School Diploma, General
VERTICOM December 2012 - Present
Centennial Beverage Group October 2011 - December 2012
Woodhill Dental Specialties June 2010 - October 2011
Penson Financial Services April 2000 - May 2010
Skills
Accounts Payable, Budgets, Customer Service, Financial Reporting, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Project Management, Strategic Planning, Team Building
Education
Texas A&M Commerce 2007 — 2012
Business Administration, Business
Lake Highlands High School 1996 — 1999
High School Diploma, General
Ryan Dill's Penson Financial Services Experience February 2008 - July 2012
Job Managing Director with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Apex Clearing Corp. (Formerly Penson) July 2012 - June 2013
Penson Financial Services February 2008 - July 2012
Penson Financial Services August 2007 - February 2008
Penson Financial Services October 2005 - June 2006
Carter & Burgess December 2001 - August 2003
Skills
Business Development, Process Improvement, Project Management, Relationship Management, Strategic Planning, Team Building, Financial Markets, Management, Business Analysis, CRM, Marketing, Microsoft Excel, New Business Development, Sales, Back Office, Mutual Funds, FINRA, Salesforce.com, Customer Service, Training, Risk Management, Market Data, Financial Services, Equities, Electronic Trading, Business Process..., Banking
Education
Texas Tech University - Rawls College of Business 1995 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Arlington High
Fidelity Investments June 2013 - Present
Apex Clearing Corp. (Formerly Penson) July 2012 - June 2013
Penson Financial Services February 2008 - July 2012
Penson Financial Services August 2007 - February 2008
Penson Financial Services October 2005 - June 2006
Carter & Burgess December 2001 - August 2003
Skills
Business Development, Process Improvement, Project Management, Relationship Management, Strategic Planning, Team Building, Financial Markets, Management, Business Analysis, CRM, Marketing, Microsoft Excel, New Business Development, Sales, Back Office, Mutual Funds, FINRA, Salesforce.com, Customer Service, Training, Risk Management, Market Data, Financial Services, Equities, Electronic Trading, Business Process..., Banking
Education
Texas Tech University - Rawls College of Business 1995 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Arlington High
Jeff Bega's Penson Financial Services Experience June 2010 - July 2012
Job Business Development at COR Clearing
Industry Financial Services
Experience
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
Malachi Russler's Penson Financial Services Experience January 2002 - October 2003
Job IT Project Mgr, End User Services at ADT Security Services
Industry Information Technology and Services
Experience
ADT Security Services August 2010 - Present
Broadview Security July 2009 - September 2011
MiX Telematics October 2007 - February 2009
Tripmaster Corporation November 2004 - September 2007
Tripmaster Corporation October 2003 - November 2005
Penson Financial Services January 2002 - October 2003
Skills
Help Desk Support, GPRS, Integration, Troubleshooting, Project Management
Education
Tarleton State University 1999 — 2001
Bachelor of Science, Computer Information Systems
Grayson County College 1997 — 1999
AAS, Computer Programming Analysis
ADT Security Services August 2010 - Present
Broadview Security July 2009 - September 2011
MiX Telematics October 2007 - February 2009
Tripmaster Corporation November 2004 - September 2007
Tripmaster Corporation October 2003 - November 2005
Penson Financial Services January 2002 - October 2003
Skills
Help Desk Support, GPRS, Integration, Troubleshooting, Project Management
Education
Tarleton State University 1999 — 2001
Bachelor of Science, Computer Information Systems
Grayson County College 1997 — 1999
AAS, Computer Programming Analysis
Scott Borden's Penson Financial Services Experience 2004 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Penson Financial Services 2004 - August 2012
Penson Financial Services 2008 - 2012
Penson Financial Services 2001 - 2004
Penson Financial Services 2000 - 2001
Penson Financial Services 1999 - 2000
Skills
Risk Management, Operational Risk..., Equities, Margin Analysis, Options Strategies, VAR, Stress Test, ACATS, FINRA, Financial Services, Options, Operational Risk, Analysis, Internal Audit, Financial Risk, Portfolio Management
Education
The University of Texas at Arlington 1996 — 1999
BBA, Finance
Penson Financial Services 2004 - August 2012
Penson Financial Services 2008 - 2012
Penson Financial Services 2001 - 2004
Penson Financial Services 2000 - 2001
Penson Financial Services 1999 - 2000
Skills
Risk Management, Operational Risk..., Equities, Margin Analysis, Options Strategies, VAR, Stress Test, ACATS, FINRA, Financial Services, Options, Operational Risk, Analysis, Internal Audit, Financial Risk, Portfolio Management
Education
The University of Texas at Arlington 1996 — 1999
BBA, Finance
Mike Branaman's Penson Financial Services Experience February 2008 - July 2012
Job NOC Technician at Think Finance
Industry Financial Services
Experience
Think Finance August 2012 - Present
Penson Financial Services February 2008 - July 2012
Capital Investments June 2004 - January 2008
Dell Computer Corporation June 1998 - June 2004
Skills
Cross-functional Team..., Quality Assurance, Troubleshooting, Disaster Recovery, Business Analysis
Education
Richland College
Finance
Think Finance August 2012 - Present
Penson Financial Services February 2008 - July 2012
Capital Investments June 2004 - January 2008
Dell Computer Corporation June 1998 - June 2004
Skills
Cross-functional Team..., Quality Assurance, Troubleshooting, Disaster Recovery, Business Analysis
Education
Richland College
Finance
Susan Byrom, CAMS's Penson Financial Services Experience June 2011 - April 2012
Job CIP Risk Supervisor at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank October 2013 - Present
Texas Capital Bank March 2012 - Present
Penson Financial Services June 2011 - April 2012
Penson Financial Services January 2011 - June 2011
Penson Financial Services September 2008 - January 2011
Skills
Vendor Management, AML, Equities, Banking, Business Analysis, Risk Management, Securities, Financial Risk, Bank Secrecy Act, Project Management, Process Improvement, Fixed Income, CIP, Capital Markets, Operational Risk, Financial Services
Education
The University of Texas at San Antonio 1999 — 2003
Bachelor of Science (B.S.), Biology, General
Texas Capital Bank October 2013 - Present
Texas Capital Bank March 2012 - Present
Penson Financial Services June 2011 - April 2012
Penson Financial Services January 2011 - June 2011
Penson Financial Services September 2008 - January 2011
Skills
Vendor Management, AML, Equities, Banking, Business Analysis, Risk Management, Securities, Financial Risk, Bank Secrecy Act, Project Management, Process Improvement, Fixed Income, CIP, Capital Markets, Operational Risk, Financial Services
Education
The University of Texas at San Antonio 1999 — 2003
Bachelor of Science (B.S.), Biology, General
Hagen Einspenner's Penson Financial Services Experience March 2010 - June 2012
Job Industry Specialist at IBM Global Technology Services, IBM Canada
Industry Financial Services
Experience
IBM Global Technology Services, IBM Canada July 2012 - Present
Penson Financial Services March 2010 - June 2012
Penson Financial Services June 2006 - April 2010
IBM Global Services 2003 - 2006
IBM Global Services 2002 - 2003
IBM Global Services 1998 - 2002
Gordon Capital Management Inc 1997 - 1998
TD Canada Trust 1993 - 1995
TD Waterhouse 1988 - 1993
Skills
SDLC, Business Analysis, Vendor Management, Portfolio Management, Risk Management, Product Management, Business Relationship..., Relationship Development
Education
Ryerson University 1986 — 1988
Public Administration
IBM Global Technology Services, IBM Canada July 2012 - Present
Penson Financial Services March 2010 - June 2012
Penson Financial Services June 2006 - April 2010
IBM Global Services 2003 - 2006
IBM Global Services 2002 - 2003
IBM Global Services 1998 - 2002
Gordon Capital Management Inc 1997 - 1998
TD Canada Trust 1993 - 1995
TD Waterhouse 1988 - 1993
Skills
SDLC, Business Analysis, Vendor Management, Portfolio Management, Risk Management, Product Management, Business Relationship..., Relationship Development
Education
Ryerson University 1986 — 1988
Public Administration
Tom Moreau's Penson Financial Services Experience May 2000 - September 2010
Job Practice Manager at Bond Group
Industry Management Consulting
Experience
Bond Group February 2012 - Present
Artisan Strategy Group September 2010 - March 2012
Penson Financial Services May 2000 - September 2010
Tenet Healthcare July 1999 - May 2000
Skills
Project Management, Business Process..., Business Analysis, Systems Analysis, Project Portfolio..., Integration, PMO, Software Documentation, Enterprise Architecture, Management, Agile Methodologies, Strategic Planning, Management Consulting, Team Leadership, Portfolio Management, Process Improvement, SDLC, Change Management, Software Project..., Analysis, Business Transformation, Vendor Management, Risk Management, Financial Services, Program Management, IT Strategy, PMP, Business Process, Requirements Analysis, Business Intelligence, Requirements Gathering
Education
Texas A&M University - Mays Business School 1993 — 1999
BBA, Finance and Accounting
Bond Group February 2012 - Present
Artisan Strategy Group September 2010 - March 2012
Penson Financial Services May 2000 - September 2010
Tenet Healthcare July 1999 - May 2000
Skills
Project Management, Business Process..., Business Analysis, Systems Analysis, Project Portfolio..., Integration, PMO, Software Documentation, Enterprise Architecture, Management, Agile Methodologies, Strategic Planning, Management Consulting, Team Leadership, Portfolio Management, Process Improvement, SDLC, Change Management, Software Project..., Analysis, Business Transformation, Vendor Management, Risk Management, Financial Services, Program Management, IT Strategy, PMP, Business Process, Requirements Analysis, Business Intelligence, Requirements Gathering
Education
Texas A&M University - Mays Business School 1993 — 1999
BBA, Finance and Accounting
Melody M's Penson Financial Services Experience 2011 - 2012
Job Business Analyst / Project Manager
Industry Financial Services
Experience
GameStop May 2012 - Present
Penson Financial Services 2011 - 2012
Wells Fargo / H.D. Vest Financial Services 2009 - 2011
J.P. Morgan 2007 - 2009
RealPage, Inc. 2003 - 2007
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
GameStop May 2012 - Present
Penson Financial Services 2011 - 2012
Wells Fargo / H.D. Vest Financial Services 2009 - 2011
J.P. Morgan 2007 - 2009
RealPage, Inc. 2003 - 2007
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
Wendell Granderson's Penson Financial Services Experience June 2004 - July 2006
Job Sr Investment Accountant at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2006 - April 2011
Penson Financial Services June 2004 - July 2006
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Securities, Mutual Funds, Derivatives, Reconciliations, FX, Options, Investments, Financial Modeling, Financial Reporting, Asset Management, Portfolio Management, Financial Analysis, Accounting, Credit, Internal Controls, Risk Management, Fund Accounting, Swaps, Analysis, Corporate Actions, Valuation, Excel, CDS
Education
Southern Methodist University 1999 — 2001
B.S., Economics/Finance
J.P. Morgan July 2006 - April 2011
Penson Financial Services June 2004 - July 2006
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Securities, Mutual Funds, Derivatives, Reconciliations, FX, Options, Investments, Financial Modeling, Financial Reporting, Asset Management, Portfolio Management, Financial Analysis, Accounting, Credit, Internal Controls, Risk Management, Fund Accounting, Swaps, Analysis, Corporate Actions, Valuation, Excel, CDS
Education
Southern Methodist University 1999 — 2001
B.S., Economics/Finance
Shae Teagardin's Penson Financial Services Experience May 2010 - May 2011
Job Project Manager
Industry Financial Services
Experience
SSG, Ltd. May 2011 - August 2012
Penson Financial Services May 2010 - May 2011
Fiserv Investment Services January 2008 - January 2010
Bank of New York Mellon October 2006 - December 2007
JP Morgan Chase May 2002 - September 2006
Citizens Communications September 1998 - November 2001
Skills
Vendor Management, Visio, Project Management, Process Improvement, SDLC, Program Management, Business Analysis, Information Technology, Change Management, Software Project..., Recruiting, Leadership, Telecommunications, Talent Acquisition, CRM
Education
The University of Dallas 2000 — 2001
MM, Telecommunications
Texas A&M University-Commerce 1995 — 1996
MBA, Internationl Business
Stephen F. Austin State University 1989 — 1993
BBA, Management
SSG, Ltd. May 2011 - August 2012
Penson Financial Services May 2010 - May 2011
Fiserv Investment Services January 2008 - January 2010
Bank of New York Mellon October 2006 - December 2007
JP Morgan Chase May 2002 - September 2006
Citizens Communications September 1998 - November 2001
Skills
Vendor Management, Visio, Project Management, Process Improvement, SDLC, Program Management, Business Analysis, Information Technology, Change Management, Software Project..., Recruiting, Leadership, Telecommunications, Talent Acquisition, CRM
Education
The University of Dallas 2000 — 2001
MM, Telecommunications
Texas A&M University-Commerce 1995 — 1996
MBA, Internationl Business
Stephen F. Austin State University 1989 — 1993
BBA, Management
Natasha Santerre, CFA's Penson Financial Services Experience May 2003 - November 2007
Job Equity Trader at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management December 2007 - Present
Penson Financial Services May 2003 - November 2007
Education
CFA Institute
CFA, Finance and Financial Management Services
Queen's University 1998 — 2002
H.BA, Political Studies
Burgundy Asset Management December 2007 - Present
Penson Financial Services May 2003 - November 2007
Education
CFA Institute
CFA, Finance and Financial Management Services
Queen's University 1998 — 2002
H.BA, Political Studies
Jordan Schwertner's Penson Financial Services Experience July 2010 - June 2012
Job Accounting Professional
Industry Accounting
Experience
Penson Financial Services July 2010 - June 2012
Grant Thornton LLP June 2007 - May 2009
Skills
Internal Audit, SOX 404, Public Sector Accounting, Microsoft Office, Risk Analysis, Data Analysis, Policy Analysis, Internal Controls, Gap Analysis, Bluebeam
Education
Ouachita Baptist University 2003 — 2007
BA, Accounting
Penson Financial Services July 2010 - June 2012
Grant Thornton LLP June 2007 - May 2009
Skills
Internal Audit, SOX 404, Public Sector Accounting, Microsoft Office, Risk Analysis, Data Analysis, Policy Analysis, Internal Controls, Gap Analysis, Bluebeam
Education
Ouachita Baptist University 2003 — 2007
BA, Accounting
Brandon Troster's Penson Financial Services Experience January 2012 - May 2012
Job Vice President, Broker Dealer Group at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank August 2013 - Present
Apex Clearing June 2012 - August 2013
Penson Financial Services January 2012 - May 2012
Penson Financial Services January 2010 - December 2011
Skills
Securities, Financial Markets, Risk Management, Collateral Management, Cash Management, Trading Systems, Market Risk, Financial Services, Asset Management, Investment Banking, Banking, Investments, Finance, Analysis
Education
North Central Texas College
Texas Capital Bank August 2013 - Present
Apex Clearing June 2012 - August 2013
Penson Financial Services January 2012 - May 2012
Penson Financial Services January 2010 - December 2011
Skills
Securities, Financial Markets, Risk Management, Collateral Management, Cash Management, Trading Systems, Market Risk, Financial Services, Asset Management, Investment Banking, Banking, Investments, Finance, Analysis
Education
North Central Texas College
Michael Millett's Penson Financial Services Experience April 2007 - August 2012
Job Vice President Operations Control
Industry Financial Services
Experience
Apex Clearing Corporation June 2015 - Present
Apex Clearing Corporation August 2012 - Present
Penson Financial Services April 2007 - August 2012
Penson Financial Services August 2004 - March 2007
Skills
Account Reconciliation, Equities, Asset Management, Banking, FINRA, FX Options, Financial Risk, Internal Controls, Fixed Income, Investments, Mutual Funds, Options, Risk Management, Sales, Securities, Financial Services, Business Analysis, Back Office
Education
Stephen F. Austin State University 1993 — 1998
BBA, Finance
Apex Clearing Corporation June 2015 - Present
Apex Clearing Corporation August 2012 - Present
Penson Financial Services April 2007 - August 2012
Penson Financial Services August 2004 - March 2007
Skills
Account Reconciliation, Equities, Asset Management, Banking, FINRA, FX Options, Financial Risk, Internal Controls, Fixed Income, Investments, Mutual Funds, Options, Risk Management, Sales, Securities, Financial Services, Business Analysis, Back Office
Education
Stephen F. Austin State University 1993 — 1998
BBA, Finance
Chrissy Nguyen's Penson Financial Services Experience May 2007 - September 2010
Job Accounting Professional
Industry Accounting
Experience
Penson Financial Services May 2007 - September 2010
EMC Mortgage March 2005 - April 2007
BMC West October 2003 - March 2005
LINCOLN PROPERTIES CO June 2001 - August 2003
CARREKER INC January 1998 - March 2000
Skills
Account Reconciliation, General Ledger, Finance, Financial Analysis, Accounting, Financial Statements, GAAP, Accounts Payable, Financial Reporting
Education
The University of Texas at Arlington
B.B.A
The University of Texas at Arlington
B.B.A
Penson Financial Services May 2007 - September 2010
EMC Mortgage March 2005 - April 2007
BMC West October 2003 - March 2005
LINCOLN PROPERTIES CO June 2001 - August 2003
CARREKER INC January 1998 - March 2000
Skills
Account Reconciliation, General Ledger, Finance, Financial Analysis, Accounting, Financial Statements, GAAP, Accounts Payable, Financial Reporting
Education
The University of Texas at Arlington
B.B.A
The University of Texas at Arlington
B.B.A
Jay Bayne's Penson Financial Services Experience July 2010 - July 2012
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
Ella Cangiarella's Penson Financial Services Experience 2010 - 2012
Job Director Financial Planning & Analysis / Project Management at Apex Clearing
Industry Financial Services
Experience
Apex Clearing 2012 - Present
Penson Financial Services 2010 - 2012
Ridge Clearing and Outsourcing Solutions 2004 - 2010
Bank of America Broker Dealer Services 1999 - 2003
Skills
Financial Services, Strategic Financial..., Financial Reporting, Financial Analysis, Equities, Hedge Funds, Corporate FP&A, Financial Modeling, Series 63, Cash Management, Securities, Mutual Funds, Analysis, Derivatives, Capital Markets, Risk Management, Investments, Asset Management, Financial Planning
Education
New York University - Polytechnic School of Engineering
Bachelors, Engineering
Apex Clearing 2012 - Present
Penson Financial Services 2010 - 2012
Ridge Clearing and Outsourcing Solutions 2004 - 2010
Bank of America Broker Dealer Services 1999 - 2003
Skills
Financial Services, Strategic Financial..., Financial Reporting, Financial Analysis, Equities, Hedge Funds, Corporate FP&A, Financial Modeling, Series 63, Cash Management, Securities, Mutual Funds, Analysis, Derivatives, Capital Markets, Risk Management, Investments, Asset Management, Financial Planning
Education
New York University - Polytechnic School of Engineering
Bachelors, Engineering
Caroline (Amanda) Hanson's Penson Financial Services Experience November 2005 - June 2007
Job IT Project Manager
Industry Information Technology and Services
Experience
Think Finance July 2014 - May 2015
HP Enterprise Services March 2012 - June 2014
HP Enterprise Services March 2011 - September 2012
Archon Group June 2007 - March 2011
Penson Financial Services November 2005 - June 2007
Skills
Agile Methodologies, SDLC, Requirements Analysis, Software Project..., Business Analysis, Visio, Program Management, IT Strategy, SharePoint, Requirements Gathering, Integration, Scrum, User Acceptance Testing, Quality Assurance, PMP, Project Portfolio..., PMO, CRM, Agile Project Management
Education
The University of Texas at Arlington 1993 — 1999
BS
Think Finance July 2014 - May 2015
HP Enterprise Services March 2012 - June 2014
HP Enterprise Services March 2011 - September 2012
Archon Group June 2007 - March 2011
Penson Financial Services November 2005 - June 2007
Skills
Agile Methodologies, SDLC, Requirements Analysis, Software Project..., Business Analysis, Visio, Program Management, IT Strategy, SharePoint, Requirements Gathering, Integration, Scrum, User Acceptance Testing, Quality Assurance, PMP, Project Portfolio..., PMO, CRM, Agile Project Management
Education
The University of Texas at Arlington 1993 — 1999
BS
Kevin Hargrove's Penson Financial Services Experience May 2011 - August 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
Fidelity Investments January 2012 - May 2012
Penson Financial Services May 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.2
Fidelity Investments 2013 - Present
Fidelity Investments January 2012 - May 2012
Penson Financial Services May 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.2
Tim Weiss's Penson Financial Services Experience December 2007 - September 2011
Job Director, Global Execution Services at Société Générale
Industry Financial Services
Experience
Société Générale January 2015 - Present
Newedge September 2011 - January 2015
Penson Financial Services December 2007 - September 2011
IPC Systems, Inc. June 2004 - November 2007
Southwest Securities May 2002 - June 2004
Citadel Investment Group March 2000 - September 2001
Skills
Options, Equities, Fixed Income, Electronic Trading, Trading Systems, Trading, Series 7, Equity Trading, Market Data, Securities, Series 63, Financial Markets, Bloomberg, Capital Markets, Risk Management, Investments, Hedge Funds, Asset Management, Derivatives, New Business Development, FX Options, Commodity, FINRA, Series 3, Series 24, Series 4
Education
Saint Michael's College 1984 — 1988
BA, Political Science
Fairfield Prep 1980 — 1984
Société Générale January 2015 - Present
Newedge September 2011 - January 2015
Penson Financial Services December 2007 - September 2011
IPC Systems, Inc. June 2004 - November 2007
Southwest Securities May 2002 - June 2004
Citadel Investment Group March 2000 - September 2001
Skills
Options, Equities, Fixed Income, Electronic Trading, Trading Systems, Trading, Series 7, Equity Trading, Market Data, Securities, Series 63, Financial Markets, Bloomberg, Capital Markets, Risk Management, Investments, Hedge Funds, Asset Management, Derivatives, New Business Development, FX Options, Commodity, FINRA, Series 3, Series 24, Series 4
Education
Saint Michael's College 1984 — 1988
BA, Political Science
Fairfield Prep 1980 — 1984
Matt Copland's Penson Financial Services Experience July 2006 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Penson Financial Services July 2006 - September 2010
Dell Services March 1998 - January 2006
Education
The University of Texas at Dallas 2005 — 2009
Bachelors of Science, Business Administration
Penson Financial Services July 2006 - September 2010
Dell Services March 1998 - January 2006
Education
The University of Texas at Dallas 2005 — 2009
Bachelors of Science, Business Administration
Nathan Leonard's Penson Financial Services Experience July 2006 - August 2011
Job Technical Support Specialist I at UT Southwestern Medical Center at Dallas
Industry Hospital & Health Care
Experience
UT Southwestern Medical Center at Dallas August 2011 - Present
Penson Financial Services July 2006 - August 2011
Skills
Active Directory, Customer Service, Troubleshooting, Software Documentation, Visio, Servers, System Administration, Technical Support, Windows 7, Windows, Computer Hardware
Education
Richland Community College
UT Southwestern Medical Center at Dallas August 2011 - Present
Penson Financial Services July 2006 - August 2011
Skills
Active Directory, Customer Service, Troubleshooting, Software Documentation, Visio, Servers, System Administration, Technical Support, Windows 7, Windows, Computer Hardware
Education
Richland Community College
Hiren Bhakta's Penson Financial Services Experience March 2000 - July 2012
Job Senior Compliance Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority December 2013 - Present
1st Global June 2013 - December 2013
Apex Clearing July 2012 - June 2013
Penson Financial Services March 2000 - July 2012
Skills
Securities, Series 7, Series 63, Trading, Options, Back Office, Equities, Series 24, Relationship Management, Mutual Funds, Financial Services, Fixed Income, Series 66, Electronic Trading, Equity Trading, FINRA, Investments, Risk Management, Trading Systems, Uniform Combined State...
Education
The University of Texas at Arlington 2000 — 2003
Master of Business Administration (MBA), General
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (B.A.), Econ
Financial Industry Regulatory Authority December 2013 - Present
1st Global June 2013 - December 2013
Apex Clearing July 2012 - June 2013
Penson Financial Services March 2000 - July 2012
Skills
Securities, Series 7, Series 63, Trading, Options, Back Office, Equities, Series 24, Relationship Management, Mutual Funds, Financial Services, Fixed Income, Series 66, Electronic Trading, Equity Trading, FINRA, Investments, Risk Management, Trading Systems, Uniform Combined State...
Education
The University of Texas at Arlington 2000 — 2003
Master of Business Administration (MBA), General
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (B.A.), Econ
Mahalakshmi Arunaguruprasad's Penson Financial Services Experience May 2008 - September 2012
Job Senior Software Engineer at TradeStation Technologies, Inc.
Industry Financial Services
Experience
TradeStation Technologies, Inc. February 2015 - Present
Wedbush Securities November 2013 - February 2015
Thru June 2013 - November 2013
Charter Global March 2013 - June 2013
Lightspeed Trading September 2012 - January 2013
Penson Financial Services May 2008 - September 2012
Corpus Media labs March 2003 - April 2008
Skills
SDLC, Agile Methodologies, SOA, SSIS, SQL, Scrum, Microsoft SQL Server, ETL, Requirements Analysis, Business Analysis, Options, Data Warehousing, T-SQL, Software Project..., Trading, Enterprise Architecture, SSRS, .NET, Software Development
Education
Regional Engineering College 1996 — 2000
BE, Metallurgical Engineering
Texas A&M University
TradeStation Technologies, Inc. February 2015 - Present
Wedbush Securities November 2013 - February 2015
Thru June 2013 - November 2013
Charter Global March 2013 - June 2013
Lightspeed Trading September 2012 - January 2013
Penson Financial Services May 2008 - September 2012
Corpus Media labs March 2003 - April 2008
Skills
SDLC, Agile Methodologies, SOA, SSIS, SQL, Scrum, Microsoft SQL Server, ETL, Requirements Analysis, Business Analysis, Options, Data Warehousing, T-SQL, Software Project..., Trading, Enterprise Architecture, SSRS, .NET, Software Development
Education
Regional Engineering College 1996 — 2000
BE, Metallurgical Engineering
Texas A&M University
Shawn Curry's Penson Financial Services Experience July 2000 - June 2004
Job Database and Technical Lead at ABSG
Industry Pharmaceuticals
Experience
AmerisourceBergen Speciality Group May 2010 - Present
Match.com May 2006 - May 2010
Skillsnet June 2004 - May 2006
Penson Financial Services July 2000 - June 2004
Skills
SSIS, ASP.NET, Data Warehousing, IIS, Microsoft SQL Server, Database Design, ETL, T-SQL, Data Modeling, Databases, SharePoint, SSRS, Software Development, Performance Tuning, SDLC, SQL, Business Analysis, Visio, Stored Procedures, Software Project..., XML, Agile Methodologies, TFS, C#, Business Intelligence, Oracle, Visual Studio, VB.NET, .NET
Education
Richland College
AmerisourceBergen Speciality Group May 2010 - Present
Match.com May 2006 - May 2010
Skillsnet June 2004 - May 2006
Penson Financial Services July 2000 - June 2004
Skills
SSIS, ASP.NET, Data Warehousing, IIS, Microsoft SQL Server, Database Design, ETL, T-SQL, Data Modeling, Databases, SharePoint, SSRS, Software Development, Performance Tuning, SDLC, SQL, Business Analysis, Visio, Stored Procedures, Software Project..., XML, Agile Methodologies, TFS, C#, Business Intelligence, Oracle, Visual Studio, VB.NET, .NET
Education
Richland College
E Alex Olvera's Penson Financial Services Experience January 2002 - October 2007
Job Sr Infrastructure Engineer Think Finance
Industry Information Services
Experience
Think Finance August 2012 - Present
Corelogic / First American Corp October 2007 - August 2012
Penson Financial Services January 2002 - October 2007
Penson Financial Services January 2000 - January 2002
Skills
VCP 4, MCSE, ITIL v3 Foundations..., FCRA, Windows Server, Microsoft Certified..., Citrix, vSphere, VMware Infrastructure, VMware ESX, VPN, Servers, VMware, Virtualization, HP Proliant, Disaster Recovery, Dell PowerEdge Servers, DNS
Education
The University of Texas at Arlington 1996 — 1999
Bachelor of Science (B.S.), Information Systems
Think Finance August 2012 - Present
Corelogic / First American Corp October 2007 - August 2012
Penson Financial Services January 2002 - October 2007
Penson Financial Services January 2000 - January 2002
Skills
VCP 4, MCSE, ITIL v3 Foundations..., FCRA, Windows Server, Microsoft Certified..., Citrix, vSphere, VMware Infrastructure, VMware ESX, VPN, Servers, VMware, Virtualization, HP Proliant, Disaster Recovery, Dell PowerEdge Servers, DNS
Education
The University of Texas at Arlington 1996 — 1999
Bachelor of Science (B.S.), Information Systems
Takia Journet-Abernathy's Penson Financial Services Experience January 2007 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
CoreLogic April 2013 - Present
Penson Financial Services January 2007 - December 2011
JPMorgan Chase January 2004 - November 2006
Skills
Account Reconciliation, Broker-Dealer Operations, Claims Resolution, Transfer, Processing, Financial Transactions, Financial Services, General Ledger, Mutual Funds, GIC, Dividends, Income Distribution, ACATS, Fund Accounting
Education
Richland Community College 2011 — 2012
CoreLogic April 2013 - Present
Penson Financial Services January 2007 - December 2011
JPMorgan Chase January 2004 - November 2006
Skills
Account Reconciliation, Broker-Dealer Operations, Claims Resolution, Transfer, Processing, Financial Transactions, Financial Services, General Ledger, Mutual Funds, GIC, Dividends, Income Distribution, ACATS, Fund Accounting
Education
Richland Community College 2011 — 2012
Harold LaRoux's Penson Financial Services Experience 2006 - 2010
Job Data Services Team Lead at DealerSocket/Autostar Solutions, Inc.
Industry Information Technology and Services
Experience
DealerSocket June 2014 - Present
Apex Systems April 2011 - December 2013
Penson Financial Services 2006 - 2010
Penson Financial Services 2003 - 2006
Skills
Business Intelligence, Requirements Analysis, Business Analysis, SDLC, Microsoft SQL Server, Disaster Recovery, SQL, Management, Databases, Visio, Vendor Management
Education
The University of Texas at Austin 1982 — 1986
Bachelor of Business Administration (BBA), Data Processing
DealerSocket June 2014 - Present
Apex Systems April 2011 - December 2013
Penson Financial Services 2006 - 2010
Penson Financial Services 2003 - 2006
Skills
Business Intelligence, Requirements Analysis, Business Analysis, SDLC, Microsoft SQL Server, Disaster Recovery, SQL, Management, Databases, Visio, Vendor Management
Education
The University of Texas at Austin 1982 — 1986
Bachelor of Business Administration (BBA), Data Processing
Llynal Carey's Penson Financial Services Experience 2001 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Penson Financial Services 2001 - 2012
Skills
Completed Security..., Closing high ticket...
Education
The University of Texas at Arlington
Bachelor of Science (BS), Criminal Justice/Business Management
Penson Financial Services 2001 - 2012
Skills
Completed Security..., Closing high ticket...
Education
The University of Texas at Arlington
Bachelor of Science (BS), Criminal Justice/Business Management