Scottrade Company
Industry: Banking company
DescriptionScottrade was a discount brokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Customer service: 00 1 314-543-6188 Headquarters: St. Louis, Missouri, United States Founder: Rodger O. Riney Founded: 1980, Scottsdale, Arizona, United States Parent organization: TD Ameritrade Subsidiary: FocusShares Trust
Scottrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scottrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,787 Scottrade employees in database. Find out everything there's to know about Scottrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scottrade Employees
Employee
Years
Job
Industry
Xie (Sid) He Xie (Sid) He's Scottrade Experience May 2012 - August 2012
Job Technical Product Management Intern at MarketShare
Industry Computer Software
Experience
CITIC Securities Company Limited December 2014 - February 2015
Tullett Prebon June 2014 - August 2014
HSBC June 2013 - August 2013
Allianz May 2013 - June 2013
The Stern Group Inc. January 2013 - April 2013
Scottrade May 2012 - August 2012
Pingyuan App-Ark Information Consulting Company Co. Ltd., June 2010 - April 2011
Pingyuan App-Ark Information Consulting Company Co. Ltd., May 2010 - August 2010
Skills
Microsoft Excel, SQL, Tableau, SPSS, SAS, PowerPoint, Valuation, Bloomberg, Financial Analysis, Financial Modeling, FactSet, Stata
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (M.S.), Quantitative Methods and Modeling
Washington University in St. Louis 2010 — 2014
Bachelor of Arts (B.A.), Economics & Finance
High School Affiliated to Fudan University 2006 — 2010
St. Vincent High School 2008 — 2009
High School Exchange Program, GPA 4.0/4.0
CITIC Securities Company Limited December 2014 - February 2015
Tullett Prebon June 2014 - August 2014
HSBC June 2013 - August 2013
Allianz May 2013 - June 2013
The Stern Group Inc. January 2013 - April 2013
Scottrade May 2012 - August 2012
Pingyuan App-Ark Information Consulting Company Co. Ltd., June 2010 - April 2011
Pingyuan App-Ark Information Consulting Company Co. Ltd., May 2010 - August 2010
Skills
Microsoft Excel, SQL, Tableau, SPSS, SAS, PowerPoint, Valuation, Bloomberg, Financial Analysis, Financial Modeling, FactSet, Stata
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (M.S.), Quantitative Methods and Modeling
Washington University in St. Louis 2010 — 2014
Bachelor of Arts (B.A.), Economics & Finance
High School Affiliated to Fudan University 2006 — 2010
St. Vincent High School 2008 — 2009
High School Exchange Program, GPA 4.0/4.0
Cristian Gavaller Cristian Gavaller's Scottrade Experience May 2012 - November 2013
Job Business Analyst at US Bank Home Mortgages
Industry Financial Services
Experience
US Bank Home Mortgages November 2013 - Present
Scottrade May 2012 - November 2013
Evolve24 April 2010 - May 2012
MasterCard April 2009 - October 2009
Bank of America June 2006 - June 2008
Nexstar Financial/Bank of America 2004 - 2008
Skills
Vendor Management, Product Development, Business Analysis, Production Support, Systems Analysis, Analysis, Business Requirements, Data Warehousing, Integration, Leadership, Requirements Analysis, SharePoint, Team Leadership, Testing, Strategy, Requirements Gathering, Visio, SDLC, Data Analysis, Business Process..., Process Improvement, Analytics, SQL, CRM, Software Documentation, Business Process, Agile Methodologies
Education
1994 — 2001
Bachelors, Biotechnology
Dragos Voda High School 1986 — 1990
Bachelor, Science
US Bank Home Mortgages November 2013 - Present
Scottrade May 2012 - November 2013
Evolve24 April 2010 - May 2012
MasterCard April 2009 - October 2009
Bank of America June 2006 - June 2008
Nexstar Financial/Bank of America 2004 - 2008
Skills
Vendor Management, Product Development, Business Analysis, Production Support, Systems Analysis, Analysis, Business Requirements, Data Warehousing, Integration, Leadership, Requirements Analysis, SharePoint, Team Leadership, Testing, Strategy, Requirements Gathering, Visio, SDLC, Data Analysis, Business Process..., Process Improvement, Analytics, SQL, CRM, Software Documentation, Business Process, Agile Methodologies
Education
1994 — 2001
Bachelors, Biotechnology
Dragos Voda High School 1986 — 1990
Bachelor, Science
Ryan Kayfes's Scottrade Experience December 2014 - Present
Job Investment Consultant / Stock Broker at Scottrade Inc.
Industry Financial Services
Experience
Scottrade December 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Shawmut Design and Construction July 2012 - April 2013
Fidelity Investments June 2011 - August 2011
Bentley University January 2010 - May 2011
Blue Line Sports September 2006 - April 2007
Skills
Sales, Marketing, Management, Finance, Leadership, Investments, Series 7, Financial Analysis, Microsoft Excel, Competitive Analysis, Business Analysis, Program Management, Salesforce.com, Relationship Management, Building Relationships, Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint
Education
Bentley University 2008 — 2012
BS in Finance, Minor in Law
Scottrade December 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Shawmut Design and Construction July 2012 - April 2013
Fidelity Investments June 2011 - August 2011
Bentley University January 2010 - May 2011
Blue Line Sports September 2006 - April 2007
Skills
Sales, Marketing, Management, Finance, Leadership, Investments, Series 7, Financial Analysis, Microsoft Excel, Competitive Analysis, Business Analysis, Program Management, Salesforce.com, Relationship Management, Building Relationships, Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint
Education
Bentley University 2008 — 2012
BS in Finance, Minor in Law
Deb Werth's Scottrade Experience August 2014 - Present
Job Asset Management Specialist at Scottrade
Industry Banking
Experience
Scottrade August 2014 - Present
Bank of America 1996 - February 2014
Skills
ITIL v3 Foundations..., Configuration Management, Asset Management, SME Consulting, Cross Functional..., Change Management, Visio, Operational Risk, Back Office, Banking, Program Management, Business Process..., ITIL
Education
Armstrong Atlantic State University 1994 — 1995
English Language and Literature, General, 4.0
Scottrade August 2014 - Present
Bank of America 1996 - February 2014
Skills
ITIL v3 Foundations..., Configuration Management, Asset Management, SME Consulting, Cross Functional..., Change Management, Visio, Operational Risk, Back Office, Banking, Program Management, Business Process..., ITIL
Education
Armstrong Atlantic State University 1994 — 1995
English Language and Literature, General, 4.0
Mona Aghaee Mona Aghaee's Scottrade Experience June 2015 - Present
Job Business Data Analyst, Market Research Analyst
Industry Market Research
Experience
Scottrade June 2015 - Present
Commerce Bank January 2015 - Present
Southern Illinois University Edwardsville January 2013 - Present
Illinois Small Business Development Center June 2014 - August 2014
Huawei October 2009 - November 2011
Ericsson March 2008 - October 2009
Taliya 2006 - 2008
Skills
Marketing Strategy, Data Analysis, Marketing Research, Social Media Marketing, Quantitative Research, Qualitative Research, WiMAX, 2G, 3G, GSM, Telecommunications, Site Acquisition, BSS, Rollout, GPRS, R
Education
Southern Illinois University, Edwardsville 2013 — 2015
Master's degree, Marketing Research
Southern Illinois University, Edwardsville 2013 — 2015
Master's degree, Statistics and Operation Research
Alzahra University 2001 — 2005
Bachelor's degree, Applied Economics
Scottrade June 2015 - Present
Commerce Bank January 2015 - Present
Southern Illinois University Edwardsville January 2013 - Present
Illinois Small Business Development Center June 2014 - August 2014
Huawei October 2009 - November 2011
Ericsson March 2008 - October 2009
Taliya 2006 - 2008
Skills
Marketing Strategy, Data Analysis, Marketing Research, Social Media Marketing, Quantitative Research, Qualitative Research, WiMAX, 2G, 3G, GSM, Telecommunications, Site Acquisition, BSS, Rollout, GPRS, R
Education
Southern Illinois University, Edwardsville 2013 — 2015
Master's degree, Marketing Research
Southern Illinois University, Edwardsville 2013 — 2015
Master's degree, Statistics and Operation Research
Alzahra University 2001 — 2005
Bachelor's degree, Applied Economics
Tyler Reynolds Tyler Reynolds's Scottrade Experience September 2011 - December 2012
Job Business Reporting Analyst at Matrix Medical Network
Industry Market Research
Experience
Matrix Medical Network June 2014 - Present
Marcus & Millichap March 2013 - June 2014
Scottrade September 2011 - December 2012
Skills
Data Analysis, Alteryx, Economics, Microsoft Excel, Microsoft SQL Server, Tableau, T-SQL, Market Research, Stata, Economic Forecasting, Analytics, Financial Analysis, SPSS, Brazilian Portuguese, PowerPoint, Economic Development, Competition Economics, Spanish, Industrial Organization, Public Economics, Antitrust Economics, Drums, Guitarist, Statistics, Access, Databases, Project Management, Econometrics, Big Data, Analysis, Predictive Analytics, Report Automation
Education
Arizona State University 2011 — 2012
Bachelor of Science (BS), Economics
Glendale Community College 2009 — 2011
Associate of Arts (AA), Economics
Matrix Medical Network June 2014 - Present
Marcus & Millichap March 2013 - June 2014
Scottrade September 2011 - December 2012
Skills
Data Analysis, Alteryx, Economics, Microsoft Excel, Microsoft SQL Server, Tableau, T-SQL, Market Research, Stata, Economic Forecasting, Analytics, Financial Analysis, SPSS, Brazilian Portuguese, PowerPoint, Economic Development, Competition Economics, Spanish, Industrial Organization, Public Economics, Antitrust Economics, Drums, Guitarist, Statistics, Access, Databases, Project Management, Econometrics, Big Data, Analysis, Predictive Analytics, Report Automation
Education
Arizona State University 2011 — 2012
Bachelor of Science (BS), Economics
Glendale Community College 2009 — 2011
Associate of Arts (AA), Economics
Jeffrey Lantz, CFA Jeffrey Lantz, CFA's Scottrade Experience January 2015 - Present
Job Brokerage Strategy Analyst at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade July 2013 - January 2015
Scottrade September 2011 - July 2013
Skills
Strategy, Analysis, Finance, Financial Analysis, Valuation, Banking, Financial Markets, Options, Equities, Derivatives, Fixed Income, Microsoft Excel, Time Management, Business Strategy, Competitive Analysis, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Education, Strategy and Innovation
Washington University in St. Louis - University College 2015 — 2015
Non-Degree Mathematics Courses
Truman State University 2006 — 2010
Bachelor of Arts (BA), Business Administration - Finance
Scottrade January 2015 - Present
Scottrade July 2013 - January 2015
Scottrade September 2011 - July 2013
Skills
Strategy, Analysis, Finance, Financial Analysis, Valuation, Banking, Financial Markets, Options, Equities, Derivatives, Fixed Income, Microsoft Excel, Time Management, Business Strategy, Competitive Analysis, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Education, Strategy and Innovation
Washington University in St. Louis - University College 2015 — 2015
Non-Degree Mathematics Courses
Truman State University 2006 — 2010
Bachelor of Arts (BA), Business Administration - Finance
Hadiya Khan's Scottrade Experience October 2012 - December 2013
Job Financial Analyst at IBM
Industry Information Technology and Services
Experience
IBM April 2015 - August 2015
IBM April 2014 - April 2015
Scottrade October 2012 - December 2013
CFA Institue Research Challenge October 2012 - February 2013
University of Memphis May 2011 - December 2012
Skills
Microsoft Excel, Research, Financial Analysis, Microsoft Office, Analysis, Management, Customer Service, Data Analysis, Time Management, Finance, Outlook, Financial Reporting, Corporate Finance, Forecasting, TM1, General Ledger, Brio Query, Hyperion Enterprise, Cognos, Teamwork, Microsoft Word, PowerPoint, Accounting, Variance Analysis, Journal Entries, Budgets, Leadership
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Specialization Program - Business Foundations (Online)
The University of Memphis - Fogelman School of Business and Economics 2011 — 2013
Bachelor of Business Administration(BBA), Finance
Bangalore University - Mount Carmel College 2008 — 2010
Bachelor of Arts, Economics, Psychology, English Literature
IBM April 2015 - August 2015
IBM April 2014 - April 2015
Scottrade October 2012 - December 2013
CFA Institue Research Challenge October 2012 - February 2013
University of Memphis May 2011 - December 2012
Skills
Microsoft Excel, Research, Financial Analysis, Microsoft Office, Analysis, Management, Customer Service, Data Analysis, Time Management, Finance, Outlook, Financial Reporting, Corporate Finance, Forecasting, TM1, General Ledger, Brio Query, Hyperion Enterprise, Cognos, Teamwork, Microsoft Word, PowerPoint, Accounting, Variance Analysis, Journal Entries, Budgets, Leadership
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Specialization Program - Business Foundations (Online)
The University of Memphis - Fogelman School of Business and Economics 2011 — 2013
Bachelor of Business Administration(BBA), Finance
Bangalore University - Mount Carmel College 2008 — 2010
Bachelor of Arts, Economics, Psychology, English Literature
Ryan Petry Ryan Petry's Scottrade Experience May 2014 - Present
Job Branch Manager with Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
TD Ameritrade November 2009 - May 2014
Charles Schwab October 2006 - November 2009
SIMWEY Financial Group July 2005 - September 2006
Skills
Series 7, Series 24, Series 63, Uniform Combined State..., Series 6, Series 66, Series 4
Education
Arizona State University 2002 — 2004
Bachelor's degree, Agribusiness
University of Wisconsin-La Crosse 2000 — 2002
Scottrade May 2014 - Present
TD Ameritrade November 2009 - May 2014
Charles Schwab October 2006 - November 2009
SIMWEY Financial Group July 2005 - September 2006
Skills
Series 7, Series 24, Series 63, Uniform Combined State..., Series 6, Series 66, Series 4
Education
Arizona State University 2002 — 2004
Bachelor's degree, Agribusiness
University of Wisconsin-La Crosse 2000 — 2002
Dillon Tisch's Scottrade Experience March 2012 - August 2013
Job Associate Underwriter MidCorporate
Industry Insurance
Experience
Scottrade March 2012 - August 2013
Edward Jones February 2011 - June 2011
Scottrade December 2009 - February 2011
Skills
Finance, Investments, Marketing, Time Management, Financial Modeling, Financial Analysis, Bloomberg, Equities, Valuation, Fixed Income, Options, Securities, Portfolio Management, Economics, Microsoft Office, Customer Service, Social Media, Analysis, Microsoft Excel, Management
Education
London South Bank University 2014 — 2015
Master’s Degree, International Business Finance
Fachhochschule Mainz 2013 — 2013
Master’s Degree, International Business Finance
Cal State Fullerton 2008 — 2011
Business Administration, Finance
Scottrade March 2012 - August 2013
Edward Jones February 2011 - June 2011
Scottrade December 2009 - February 2011
Skills
Finance, Investments, Marketing, Time Management, Financial Modeling, Financial Analysis, Bloomberg, Equities, Valuation, Fixed Income, Options, Securities, Portfolio Management, Economics, Microsoft Office, Customer Service, Social Media, Analysis, Microsoft Excel, Management
Education
London South Bank University 2014 — 2015
Master’s Degree, International Business Finance
Fachhochschule Mainz 2013 — 2013
Master’s Degree, International Business Finance
Cal State Fullerton 2008 — 2011
Business Administration, Finance
Valerie Nyemchek Valerie Nyemchek's Scottrade Experience July 2011 - Present
Job Meetings and Events Professional
Industry Public Relations and Communications
Experience
Scottrade July 2011 - Present
Arizona State University January 2010 - December 2010
Team Shop Premiums June 2010 - August 2010
Fred Astaire Dance Studio August 2009 - January 2010
Education
Arizona State University 2007 — 2010
Bachelor of Science, Communications
Scottrade July 2011 - Present
Arizona State University January 2010 - December 2010
Team Shop Premiums June 2010 - August 2010
Fred Astaire Dance Studio August 2009 - January 2010
Education
Arizona State University 2007 — 2010
Bachelor of Science, Communications
Johnny Eschler Johnny Eschler's Scottrade Experience August 2010 - May 2013
Job Senior Analyst at American Airlines
Industry Airlines/Aviation
Experience
American Airlines May 2013 - Present
Scottrade August 2010 - May 2013
Scottrade May 2006 - August 2010
Skills
Series 7, Series 63, Series 24, Sales Management, Financial Analysis, Securities, Mutual Funds, Investments, Options, Portfolio Management, IRAs, Finance, 401k, Trading, Retirement Planning, Relationship Management, ETFs, Customer Service, Sales, Forecasting, Financial Modeling, Corporate Finance, FINRA, Microsoft Excel, Analysis, Leadership, Microsoft Office, Budgets
Education
Arizona State University
Bachelor of Science (BS), Finance, General
American Airlines May 2013 - Present
Scottrade August 2010 - May 2013
Scottrade May 2006 - August 2010
Skills
Series 7, Series 63, Series 24, Sales Management, Financial Analysis, Securities, Mutual Funds, Investments, Options, Portfolio Management, IRAs, Finance, 401k, Trading, Retirement Planning, Relationship Management, ETFs, Customer Service, Sales, Forecasting, Financial Modeling, Corporate Finance, FINRA, Microsoft Excel, Analysis, Leadership, Microsoft Office, Budgets
Education
Arizona State University
Bachelor of Science (BS), Finance, General
Manuel Mares Manuel Mares's Scottrade Experience February 2013 - October 2014
Job Representative at AG Financial
Industry Financial Services
Experience
AG Financial Services January 2015 - Present
Scottrade February 2013 - October 2014
OfficeTeam December 2012 - February 2013
Kelly Services August 2011 - April 2012
Skills
Customer Service, Microsoft Excel, Investments, Finance, Securities, Banking, Mutual Funds, Financial Analysis
Education
University of Phoenix 2010 — 2012
Bachelor's Degree, Finance
University of Denver 2005 — 2007
Finance
Arapahoe Community College 2002 — 2004
General Studies
AG Financial Services January 2015 - Present
Scottrade February 2013 - October 2014
OfficeTeam December 2012 - February 2013
Kelly Services August 2011 - April 2012
Skills
Customer Service, Microsoft Excel, Investments, Finance, Securities, Banking, Mutual Funds, Financial Analysis
Education
University of Phoenix 2010 — 2012
Bachelor's Degree, Finance
University of Denver 2005 — 2007
Finance
Arapahoe Community College 2002 — 2004
General Studies
Doug Gorman's Scottrade Experience June 2010 - June 2011
Job Business Risk Senior Consultant
Industry Banking
Experience
Deloitte September 2012 - Present
New Venture Group August 2011 - December 2011
Bank of America June 2011 - August 2011
Scottrade June 2010 - June 2011
Bank of America July 2009 - June 2010
Skills
Analysis, CRM, Customer Service, Leadership, Market Research, Sales, Auditing, Finance, Internal Controls, Management
Education
Arizona State University - W. P. Carey School of Business 2007 — 2011
BS, Finance
Deloitte September 2012 - Present
New Venture Group August 2011 - December 2011
Bank of America June 2011 - August 2011
Scottrade June 2010 - June 2011
Bank of America July 2009 - June 2010
Skills
Analysis, CRM, Customer Service, Leadership, Market Research, Sales, Auditing, Finance, Internal Controls, Management
Education
Arizona State University - W. P. Carey School of Business 2007 — 2011
BS, Finance
Daniel Garroway, MBA Daniel Garroway, MBA's Scottrade Experience April 2014 - Present
Job Associate at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Morgan Stanley February 2013 - April 2014
Howard Bank May 2010 - February 2013
FBR June 2008 - August 2008
FBR June 2007 - August 2007
Education
Loyola College in Maryland 2009 — 2011
M.B.A., Finance
Binghamton University - School of Management 2005 — 2009
B.S. Management, Finance and Marketing
Scottrade April 2014 - Present
Morgan Stanley February 2013 - April 2014
Howard Bank May 2010 - February 2013
FBR June 2008 - August 2008
FBR June 2007 - August 2007
Education
Loyola College in Maryland 2009 — 2011
M.B.A., Finance
Binghamton University - School of Management 2005 — 2009
B.S. Management, Finance and Marketing
Clayton Rimmer Clayton Rimmer's Scottrade Experience January 2009 - February 2011
Job Relationship Banker at Chase
Industry Financial Services
Experience
GE do Brasil July 2012 - December 2012
Scottrade January 2009 - February 2011
E*TRADE Financial March 2006 - December 2008
Ameriprise Financial September 2004 - July 2005
US Navy March 2001 - September 2004
Education
FIA - Fundação Instituto de Administração 2012 — 2013
Master of Business Administration (M.B.A.)
DeVry University 2007 — 2011
Bachelor's Degree
GE do Brasil July 2012 - December 2012
Scottrade January 2009 - February 2011
E*TRADE Financial March 2006 - December 2008
Ameriprise Financial September 2004 - July 2005
US Navy March 2001 - September 2004
Education
FIA - Fundação Instituto de Administração 2012 — 2013
Master of Business Administration (M.B.A.)
DeVry University 2007 — 2011
Bachelor's Degree
Quan Vo's Scottrade Experience January 2012 - September 2012
Job IT Consultant QA at everis
Industry Financial Services
Experience
everis December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Barbaro Technologies February 2013 - May 2013
Preston Todd Advisors January 2013 - April 2013
Bunker Hill Community College September 2010 - December 2012
Scottrade January 2012 - September 2012
Skills
Statistics, Time Management, Teamwork, SPSS, Bloomberg Terminal, Financial Analysis, Market Research, Economics, Research, Financial Modeling, Microsoft Office, Analysis, Leadership, Access, Bloomberg, Financial Databases, Financial Data..., Excel models, Qualitative Research, Quantitative Finance, Economic Research, Macro, Fixed Income, Equities, G/L Reconciliations, ETFs, HP QTP, ALM, SQL, T-SQL
Education
Bentley University 2011 — 2013
Bachelor of Applied Science (BASc), Economics and Finance
everis December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Barbaro Technologies February 2013 - May 2013
Preston Todd Advisors January 2013 - April 2013
Bunker Hill Community College September 2010 - December 2012
Scottrade January 2012 - September 2012
Skills
Statistics, Time Management, Teamwork, SPSS, Bloomberg Terminal, Financial Analysis, Market Research, Economics, Research, Financial Modeling, Microsoft Office, Analysis, Leadership, Access, Bloomberg, Financial Databases, Financial Data..., Excel models, Qualitative Research, Quantitative Finance, Economic Research, Macro, Fixed Income, Equities, G/L Reconciliations, ETFs, HP QTP, ALM, SQL, T-SQL
Education
Bentley University 2011 — 2013
Bachelor of Applied Science (BASc), Economics and Finance
Christopher Lucia's Scottrade Experience October 2012 - April 2013
Job Auditor for State Street Global Advisors
Industry Financial Services
Experience
State Street Bank July 2013 - Present
Chateau Restaurant July 2011 - June 2013
Scottrade October 2012 - April 2013
Covidien May 2012 - August 2012
Bentley University September 2011 - May 2012
Morgan Stanley Smith Barney July 2011 - May 2012
Walpole Little League May 2003 - June 2010
Skills
Microsoft Excel, Microsoft Word, NextGen, Bloomberg Terminal, Thompson One, Microsoft Applications
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance and Accounting
State Street Bank July 2013 - Present
Chateau Restaurant July 2011 - June 2013
Scottrade October 2012 - April 2013
Covidien May 2012 - August 2012
Bentley University September 2011 - May 2012
Morgan Stanley Smith Barney July 2011 - May 2012
Walpole Little League May 2003 - June 2010
Skills
Microsoft Excel, Microsoft Word, NextGen, Bloomberg Terminal, Thompson One, Microsoft Applications
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance and Accounting
Ed Schwandt Ed Schwandt's Scottrade Experience September 2007 - October 2008
Job Finance Lead at Zayo Group
Industry Financial Services
Experience
Zayo Group Front Range DirectorZayo GroupMay 2013 - September 2013
Zayo Group November 2012 - May 2013
Zayo Group June 2012 - November 2012
Ball June 2011 - August 2011
Curian Capital November 2008 - June 2010
Scottrade September 2007 - October 2008
United States Air Force February 2003 - February 2007
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Leadership, Finance, Business Development, Analysis, Valuation, Series 7, Salesforce.com, Microsoft Excel, Corporate Finance, Telecommunications, NPV, IRR, Data Analysis, Competitive Analysis, Business Strategy, Asset Managment, Chatter, Salesforce Training, Data Center, Financial Planning
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
Augustana College 1998 — 2002
Bachlor of Arts, Business Administration
Zayo Group Front Range DirectorZayo GroupMay 2013 - September 2013
Zayo Group November 2012 - May 2013
Zayo Group June 2012 - November 2012
Ball June 2011 - August 2011
Curian Capital November 2008 - June 2010
Scottrade September 2007 - October 2008
United States Air Force February 2003 - February 2007
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Leadership, Finance, Business Development, Analysis, Valuation, Series 7, Salesforce.com, Microsoft Excel, Corporate Finance, Telecommunications, NPV, IRR, Data Analysis, Competitive Analysis, Business Strategy, Asset Managment, Chatter, Salesforce Training, Data Center, Financial Planning
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
Augustana College 1998 — 2002
Bachlor of Arts, Business Administration
Haley Han Cen Haley Han Cen's Scottrade Experience May 2012 - August 2012
Job Customer Solutions Analyst at Medallia
Industry Computer Software
Experience
Medallia September 2014 - Present
Deutsche Bank June 2014 - August 2014
TigerBridge Capital LLC July 2013 - August 2013
Amazon December 2012 - June 2013
Scottrade May 2012 - August 2012
Washington University in St. Louis January 2012 - August 2012
Global Link Management June 2011 - August 2011
Wall Street Institute June 2010 - August 2010
Skills
JavaScript, XML, Data Analysis, Excel Models, Microsoft Excel, SQL, Matlab, Financial Modeling, Financial Analysis, SPSS, Cognos, DCF Valuation, Equity Research Analysis
Education
Washington University in St. Louis 2010 — 2014
Bachelor’s Degree
Bard College 2008 — 2010
Associate of Arts
Bard High School Early College 2008 — 2010
High School Degree
Medallia September 2014 - Present
Deutsche Bank June 2014 - August 2014
TigerBridge Capital LLC July 2013 - August 2013
Amazon December 2012 - June 2013
Scottrade May 2012 - August 2012
Washington University in St. Louis January 2012 - August 2012
Global Link Management June 2011 - August 2011
Wall Street Institute June 2010 - August 2010
Skills
JavaScript, XML, Data Analysis, Excel Models, Microsoft Excel, SQL, Matlab, Financial Modeling, Financial Analysis, SPSS, Cognos, DCF Valuation, Equity Research Analysis
Education
Washington University in St. Louis 2010 — 2014
Bachelor’s Degree
Bard College 2008 — 2010
Associate of Arts
Bard High School Early College 2008 — 2010
High School Degree
Shane Dwyer-Madsen Shane Dwyer-Madsen's Scottrade Experience January 1998 - June 2003
Job Realtor Former Director of Technology at KW Arlington
Industry Real Estate
Experience
Keller Williams Arlington March 2007 - Present
Keller Williams - DFW Metro South March 2007 - July 2008
Scottrade January 1998 - June 2003
Skills
Foreclosures, Buyer Representation, Short Sales, REO, Listings, Internet Lead Conversion, Social Media, Technology Integration, Marketing, Relocation, Sellers, Real Estate, Investors, First Time Home Buyers, Condos, Investment Properties, Real Estate Transactions, Single Family Homes, Selling
Education
The University of Texas at Austin 1997 — 1998
Arizona State University 1996 — 1998
Bachelor of Arts (BA), Finance Cum Laude
Keller Williams Arlington March 2007 - Present
Keller Williams - DFW Metro South March 2007 - July 2008
Scottrade January 1998 - June 2003
Skills
Foreclosures, Buyer Representation, Short Sales, REO, Listings, Internet Lead Conversion, Social Media, Technology Integration, Marketing, Relocation, Sellers, Real Estate, Investors, First Time Home Buyers, Condos, Investment Properties, Real Estate Transactions, Single Family Homes, Selling
Education
The University of Texas at Austin 1997 — 1998
Arizona State University 1996 — 1998
Bachelor of Arts (BA), Finance Cum Laude
Arun Kumar Ramasamy's Scottrade Experience February 2012 - July 2012
Job Senior Programmer Analyst at W3Global
Industry Information Technology and Services
Experience
W3Global July 2012 - Present
Scottrade February 2012 - July 2012
Marlabs Inc November 2007 - June 2012
TALX March 2010 - January 2012
Lender Processing Services, Inc. (LPS) September 2008 - February 2010
Skills
WCF, ASP.NET, MVC, IIS, C#, .Net 4.0, ASP.NET Web Services..., .NET, SSRS, TFS, Microsoft SQL Server, Web Services, SOA, T-SQL, ASP.NET MVC, ADO.NET, XML, LINQ, Entity Framework, ASP.NET AJAX, SSIS
Education
East Carolina University 2005 — 2007
Master of Science, Computer Science
Bharathidasan University 2000 — 2004
Bachelor of Engineering, Computer Science
W3Global July 2012 - Present
Scottrade February 2012 - July 2012
Marlabs Inc November 2007 - June 2012
TALX March 2010 - January 2012
Lender Processing Services, Inc. (LPS) September 2008 - February 2010
Skills
WCF, ASP.NET, MVC, IIS, C#, .Net 4.0, ASP.NET Web Services..., .NET, SSRS, TFS, Microsoft SQL Server, Web Services, SOA, T-SQL, ASP.NET MVC, ADO.NET, XML, LINQ, Entity Framework, ASP.NET AJAX, SSIS
Education
East Carolina University 2005 — 2007
Master of Science, Computer Science
Bharathidasan University 2000 — 2004
Bachelor of Engineering, Computer Science
Kalaivani Velayutham's Scottrade Experience March 2012 - Present
Job Web Developer at Scottrade
Industry Computer Software
Experience
Scottrade March 2012 - Present
US Bank April 2011 - March 2012
Infosys October 2005 - April 2011
Skills
Microsoft SQL Server, PL/SQL, XML, Business Analysis, Oracle, SQL, Unix, .NET, AJAX, ASP.NET, C#, JavaScript, Requirements Analysis, SDLC
Education
Anna University 2001 — 2005
Bachelor's degree, Information Technology
Chennai 2001 — 2005
Bachelor of Technology (B.Tech.), Information Technology
Scottrade March 2012 - Present
US Bank April 2011 - March 2012
Infosys October 2005 - April 2011
Skills
Microsoft SQL Server, PL/SQL, XML, Business Analysis, Oracle, SQL, Unix, .NET, AJAX, ASP.NET, C#, JavaScript, Requirements Analysis, SDLC
Education
Anna University 2001 — 2005
Bachelor's degree, Information Technology
Chennai 2001 — 2005
Bachelor of Technology (B.Tech.), Information Technology
Jay Burns Jay Burns's Scottrade Experience November 2012 - March 2014
Job Data Modeler / ETL Modeler at Denver Public Schools
Industry Information Technology and Services
Experience
Scottrade November 2012 - March 2014
Sopheon October 2010 - August 2012
Policy Studies August 2006 - January 2010
Melody Homes, Inc. June 1996 - July 2006
Trinity Financial Services January 1995 - May 1996
Skills
SQL, Databases, Database Design, Business Analysis, Business Intelligence, Microsoft SQL Server, T-SQL, Microsoft BI Suite, SSAS, SSIS, SSRS, MDX, Data Cubes, Microsoft Office, Software Project..., Operating Systems, Programming, Software Development, Application Development, Scrum, Agile Methodologies, Requirements Analysis, TFS, VSS, Visual FoxPro, Visual Studio, Visual Basic, C#, .NET, VB.NET, ASP.NET, Python, MS Office Automation, XML, ADO.NET, ASP, IIS
Education
SetFocus.com 2012 — 2012
Business Intelligence Master’s Program, Microsoft SQL Business Intelligence tools, A
American InterContinental University 2004 — 2006
BS, Computer Science, 3.8
University of Denver 1982 — 1987
Computers, Accounting
Scottrade November 2012 - March 2014
Sopheon October 2010 - August 2012
Policy Studies August 2006 - January 2010
Melody Homes, Inc. June 1996 - July 2006
Trinity Financial Services January 1995 - May 1996
Skills
SQL, Databases, Database Design, Business Analysis, Business Intelligence, Microsoft SQL Server, T-SQL, Microsoft BI Suite, SSAS, SSIS, SSRS, MDX, Data Cubes, Microsoft Office, Software Project..., Operating Systems, Programming, Software Development, Application Development, Scrum, Agile Methodologies, Requirements Analysis, TFS, VSS, Visual FoxPro, Visual Studio, Visual Basic, C#, .NET, VB.NET, ASP.NET, Python, MS Office Automation, XML, ADO.NET, ASP, IIS
Education
SetFocus.com 2012 — 2012
Business Intelligence Master’s Program, Microsoft SQL Business Intelligence tools, A
American InterContinental University 2004 — 2006
BS, Computer Science, 3.8
University of Denver 1982 — 1987
Computers, Accounting
Jeff Axford Jeff Axford's Scottrade Experience September 2010 - Present
Job Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2010 - Present
Scottrade August 2004 - August 2010
Scottrade February 2003 - July 2004
Skills
Financial Analysis, Bloomberg, Series 7, Microsoft Excel, CRM, Strategy, Leadership, Risk Management, Project Management, Account Management, Client Relationship..., Campaign Management, New Business Development, Pivot Tables, CRM software, Equity Trading, Equity Derivatives, Series 63, Series 24, Financial Services, Financial Planning, Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
MBA, Finance
Wilfrid Laurier University 1998 — 2001
BA, Geography, Political Science
American Community School Cobham, England 1995 — 1998
HS Diploma
Scottrade September 2010 - Present
Scottrade August 2004 - August 2010
Scottrade February 2003 - July 2004
Skills
Financial Analysis, Bloomberg, Series 7, Microsoft Excel, CRM, Strategy, Leadership, Risk Management, Project Management, Account Management, Client Relationship..., Campaign Management, New Business Development, Pivot Tables, CRM software, Equity Trading, Equity Derivatives, Series 63, Series 24, Financial Services, Financial Planning, Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
MBA, Finance
Wilfrid Laurier University 1998 — 2001
BA, Geography, Political Science
American Community School Cobham, England 1995 — 1998
HS Diploma
James Fazio's Scottrade Experience January 2015 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Weis Markets August 2010 - June 2015
Bloomsburg Alumni Affairs January 2014 - January 2015
RX billing service June 2010 - August 2010
Skills
Time Management, Teamwork, Microsoft Excel, PowerPoint, Determination to Succeed, Highly Dedicated, Prompt, Organization, Work Ethic, Volunteering, Client Relations
Education
Bloomsburg University of Pennsylvania 2012 — 2016
Scottrade January 2015 - Present
Weis Markets August 2010 - June 2015
Bloomsburg Alumni Affairs January 2014 - January 2015
RX billing service June 2010 - August 2010
Skills
Time Management, Teamwork, Microsoft Excel, PowerPoint, Determination to Succeed, Highly Dedicated, Prompt, Organization, Work Ethic, Volunteering, Client Relations
Education
Bloomsburg University of Pennsylvania 2012 — 2016
Alissa Banaszek Alissa Banaszek's Scottrade Experience August 2013 - Present
Job Banking industry for 4 years
Industry Banking
Experience
Scottrade August 2013 - Present
THE National Bank April 2010 - August 2013
Best Buy August 2009 - July 2010
JCPenney October 2007 - April 2008
Skills
Customer Service, Punctual, Reliable, Trustworthy, Smart, Time Management, Microsoft Office, Teamwork, Microsoft Word, Banking, PowerPoint, Data Entry, Loans, Credit Cards, Customer Satisfaction
Education
St. Ambrose University 2010 — 2012
Bachelor's degree, Marketing
Black Hawk College 2008 — 2010
Scottrade August 2013 - Present
THE National Bank April 2010 - August 2013
Best Buy August 2009 - July 2010
JCPenney October 2007 - April 2008
Skills
Customer Service, Punctual, Reliable, Trustworthy, Smart, Time Management, Microsoft Office, Teamwork, Microsoft Word, Banking, PowerPoint, Data Entry, Loans, Credit Cards, Customer Satisfaction
Education
St. Ambrose University 2010 — 2012
Bachelor's degree, Marketing
Black Hawk College 2008 — 2010
Pierre Streat's Scottrade Experience September 2006 - June 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Barclays Investment Bank January 2015 - July 2015
Barclays March 2014 - December 2014
Barclays September 2010 - March 2014
Barclays October 2008 - September 2010
Scottrade September 2006 - June 2008
Lehman Brothers 2008 - 2008
Skills
Bloomberg, Reuters, DTC, Markit, Microsoft Excel, PowerPoint, Access, MS Word, International Equities, Equities, VBA, SQL, Trading Systems, Fixed Income, Investments, Derivatives, Trading, Prime Brokerage, Settlement, Mutual Funds, Securities, Capital Markets
Education
Adelphi University 2005 — 2008
Bachelor of Science, Finance
Murry Bergtraum High 2000 — 2004
Honors Diploma, Computer Science
J.P. Morgan July 2015 - Present
Barclays Investment Bank January 2015 - July 2015
Barclays March 2014 - December 2014
Barclays September 2010 - March 2014
Barclays October 2008 - September 2010
Scottrade September 2006 - June 2008
Lehman Brothers 2008 - 2008
Skills
Bloomberg, Reuters, DTC, Markit, Microsoft Excel, PowerPoint, Access, MS Word, International Equities, Equities, VBA, SQL, Trading Systems, Fixed Income, Investments, Derivatives, Trading, Prime Brokerage, Settlement, Mutual Funds, Securities, Capital Markets
Education
Adelphi University 2005 — 2008
Bachelor of Science, Finance
Murry Bergtraum High 2000 — 2004
Honors Diploma, Computer Science
Alexander Jude Anbarcioglu Alexander Jude Anbarcioglu's Scottrade Experience May 2014 - January 2015
Job Subject Matter Expert at Earth Economics
Industry Investment Management
Experience
Earth Economics January 2015 - Present
Scottrade May 2014 - January 2015
Northwestern Mutual May 2013 - March 2014
Self-Employed August 2010 - June 2013
Osprey Point Retreat and Conference Center June 2012 - August 2012
Skills
Analysis, Team Leadership, Creative Writing, Technical Writing, VIP Services, Adaptation, Asset Management, Personal Finance, Islamic Finance, Turkish, Spanish, Retirement Planning, Equity Research, Equity Trading, Economics, Econometrics, Finance, Hold Series 7, Life & Health Insurance..., Fixed Annuities, Variable Annuities, Financial Analysis, Mutual Funds, Training, Series 66, Investments, Series 7
Education
Washington College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bogazici University 2012 — 2012
Exchange Program, Economics
University of Oxford 2012 — 2012
Islamic Finance
Gunnery
Earth Economics January 2015 - Present
Scottrade May 2014 - January 2015
Northwestern Mutual May 2013 - March 2014
Self-Employed August 2010 - June 2013
Osprey Point Retreat and Conference Center June 2012 - August 2012
Skills
Analysis, Team Leadership, Creative Writing, Technical Writing, VIP Services, Adaptation, Asset Management, Personal Finance, Islamic Finance, Turkish, Spanish, Retirement Planning, Equity Research, Equity Trading, Economics, Econometrics, Finance, Hold Series 7, Life & Health Insurance..., Fixed Annuities, Variable Annuities, Financial Analysis, Mutual Funds, Training, Series 66, Investments, Series 7
Education
Washington College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bogazici University 2012 — 2012
Exchange Program, Economics
University of Oxford 2012 — 2012
Islamic Finance
Gunnery
Bryan Lee, CMT Bryan Lee, CMT's Scottrade Experience 2004 - 2005
Job Investment Specialist at Total Investment Management
Industry Financial Services
Experience
Total Investment Management August 2005 - Present
ResQ Investment Partners December 2013 - Present
Scottrade 2004 - 2005
Education
Arizona State University - W. P. Carey School of Business 2002 — 2009
Bachelor of Science, Marketing
Total Investment Management August 2005 - Present
ResQ Investment Partners December 2013 - Present
Scottrade 2004 - 2005
Education
Arizona State University - W. P. Carey School of Business 2002 — 2009
Bachelor of Science, Marketing
Harry Tsianatelis's Scottrade Experience December 2008 - Present
Job Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade December 2008 - Present
H.A.T. Realty Trust September 2003 - Present
Option One Mortgage May 2003 - August 2007
Skills
Securities, Series 7, Equities, Investments, Mortgage Lending, Management, Customer Service, Leadership, Credit, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
M.B.A.
Bentley University 1999 — 2003
B.S., Economics-Finance
Scottrade December 2008 - Present
H.A.T. Realty Trust September 2003 - Present
Option One Mortgage May 2003 - August 2007
Skills
Securities, Series 7, Equities, Investments, Mortgage Lending, Management, Customer Service, Leadership, Credit, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
M.B.A.
Bentley University 1999 — 2003
B.S., Economics-Finance
Jennifer Farless Jennifer Farless's Scottrade Experience March 2005 - May 2011
Job Vice PresidentOperations at LYNCH & Associates
Industry Financial Services
Experience
LYNCH & Associates June 2011 - Present
Scottrade March 2005 - May 2011
Charles Schwab & Co. March 2000 - July 2004
Education
University of Southern Indiana 1993 — 1996
Bachelor of Arts, Sociology
Belmont University 1992 — 1993
LYNCH & Associates June 2011 - Present
Scottrade March 2005 - May 2011
Charles Schwab & Co. March 2000 - July 2004
Education
University of Southern Indiana 1993 — 1996
Bachelor of Arts, Sociology
Belmont University 1992 — 1993
Aaron Lin Aaron Lin's Scottrade Experience December 2013 - Present
Job Bilingual Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Knight Equity Markets July 2006 - September 2010
Skills
Options, Trading, Bloomberg, FINRA, Equity Trading, Electronic Trading, Series 7, Market Data, Financial Markets, Trading Systems, Fixed Income, Hedge Funds, Series 63, Securities, Risk Management, Equities, Capital Markets
Education
Binghamton University - School of Management 2002 — 2006
Scottrade December 2013 - Present
Knight Equity Markets July 2006 - September 2010
Skills
Options, Trading, Bloomberg, FINRA, Equity Trading, Electronic Trading, Series 7, Market Data, Financial Markets, Trading Systems, Fixed Income, Hedge Funds, Series 63, Securities, Risk Management, Equities, Capital Markets
Education
Binghamton University - School of Management 2002 — 2006
Rohini Nayak Rohini Nayak's Scottrade Experience May 2010 - September 2010
Job Application Support at Sigue Corporation
Industry Information Technology and Services
Experience
Sigue Corporation April 2015 - Present
LegalZoom 2011 - April 2015
Scottrade May 2010 - September 2010
IBM June 2009 - December 2009
Infosys November 2007 - April 2009
KLA-Tencor 2005 - 2007
Software Development Group April 2004 - March 2005
SSI Technologies 2002 - 2004
Skills
.NET, C#, Microsoft SQL Server, Testing, ADO.NET, ASP.NET, ASP, XML, Databases, Oracle, Agile Methodologies, Software Project..., SDLC, Design Patterns, Software Development, SQL, SSIS, T-SQL, SOA, Web Services, SSRS, WCF, TFS, Scrum
Education
Birla Institute of Technology and Science, Pilani 2007 — 2009
MS, Software Systems
Sigue Corporation April 2015 - Present
LegalZoom 2011 - April 2015
Scottrade May 2010 - September 2010
IBM June 2009 - December 2009
Infosys November 2007 - April 2009
KLA-Tencor 2005 - 2007
Software Development Group April 2004 - March 2005
SSI Technologies 2002 - 2004
Skills
.NET, C#, Microsoft SQL Server, Testing, ADO.NET, ASP.NET, ASP, XML, Databases, Oracle, Agile Methodologies, Software Project..., SDLC, Design Patterns, Software Development, SQL, SSIS, T-SQL, SOA, Web Services, SSRS, WCF, TFS, Scrum
Education
Birla Institute of Technology and Science, Pilani 2007 — 2009
MS, Software Systems
Rao Bollepalli Rao Bollepalli's Scottrade Experience November 2007 - Present
Job Sr.Web Developer at Scottrade
Industry Financial Services
Experience
Scottrade November 2007 - Present
Solution Consultants May 2006 - November 2007
Ciber January 2005 - April 2006
HP December 2003 - January 2005
Dell Perot Systems January 2003 - November 2003
NNR Global Logistics USA May 2001 - November 2002
Skills
Microsoft SQL Server, JavaScript, XML, SDLC, ASP.NET, AJAX, C#, SQL, SharePoint, Agile Methodologies, Web Services, .NET
Education
Acharya Nagarjuna University 1994 — 1997
Master of Computer Applications, Computers
Scottrade November 2007 - Present
Solution Consultants May 2006 - November 2007
Ciber January 2005 - April 2006
HP December 2003 - January 2005
Dell Perot Systems January 2003 - November 2003
NNR Global Logistics USA May 2001 - November 2002
Skills
Microsoft SQL Server, JavaScript, XML, SDLC, ASP.NET, AJAX, C#, SQL, SharePoint, Agile Methodologies, Web Services, .NET
Education
Acharya Nagarjuna University 1994 — 1997
Master of Computer Applications, Computers
Michael J. Gaab, CWS® Michael J. Gaab, CWS®'s Scottrade Experience October 2014 - Present
Job Branch Manager at Scottrade
Industry Investment Management
Experience
Scottrade October 2014 - Present
Wells Fargo January 2013 - October 2014
The Training Associates March 2011 - December 2012
VantisLife Ins. Co. January 2010 - January 2012
SARTA February 2009 - October 2009
Allstate distributors October 2007 - January 2009
Principal Funds January 2004 - October 2007
Citibank January 2003 - December 2003
CalFed Investments September 1999 - January 2003
Wells Fargo Investments November 1996 - September 1999
Skills
Mutual Funds, Sales Management, Insurance, Annuities, Securities, Public Speaking, Customer Service, Customer Relations, Problem Solving, Series 7, Coaching, Strategic Planning, Investments, Team Building, New Business Development, Financial Planning, Consultative Selling, Asset Management, Series 63, 401k, Compliance, Team Leadership, Banking, Retirement Planning, Account Management, Wealth Management, Equities, Series 24, Series 65, Key Account Management, Training &..., Strategic Financial..., Training, Fixed Annuities, Series 6, Investment Advisory, Business Development, Management, Portfolio Management, Strategy, CRM, Leadership, Alternative Investments, Financial Advisory, Risk Management, Financial Services, Entrepreneurship, Retirement, FINRA, Credit
Education
U. S. Army Leadership Development 1989 — 1993
Leadership
American River College 1986 — 1988
Psychology
Scottrade October 2014 - Present
Wells Fargo January 2013 - October 2014
The Training Associates March 2011 - December 2012
VantisLife Ins. Co. January 2010 - January 2012
SARTA February 2009 - October 2009
Allstate distributors October 2007 - January 2009
Principal Funds January 2004 - October 2007
Citibank January 2003 - December 2003
CalFed Investments September 1999 - January 2003
Wells Fargo Investments November 1996 - September 1999
Skills
Mutual Funds, Sales Management, Insurance, Annuities, Securities, Public Speaking, Customer Service, Customer Relations, Problem Solving, Series 7, Coaching, Strategic Planning, Investments, Team Building, New Business Development, Financial Planning, Consultative Selling, Asset Management, Series 63, 401k, Compliance, Team Leadership, Banking, Retirement Planning, Account Management, Wealth Management, Equities, Series 24, Series 65, Key Account Management, Training &..., Strategic Financial..., Training, Fixed Annuities, Series 6, Investment Advisory, Business Development, Management, Portfolio Management, Strategy, CRM, Leadership, Alternative Investments, Financial Advisory, Risk Management, Financial Services, Entrepreneurship, Retirement, FINRA, Credit
Education
U. S. Army Leadership Development 1989 — 1993
Leadership
American River College 1986 — 1988
Psychology
Brian Falls's Scottrade Experience May 2005 - October 2011
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Electronic Transaction Clearing November 2011 - July 2014
Scottrade May 2005 - October 2011
Charles Schwab & Co., Inc August 1995 - May 2005
Skills
Options, Series 7, Series 63, Financial Markets, Equities, Hedging, Securities, Derivatives, Trading, Investments, Market Data, Financial Advisory, Equity Trading, Hedge Funds, Electronic Trading, Trading Systems, FINRA, FX Options, Bloomberg, ETFs, Equity Derivatives, Commodity, Financial Services, Fixed Income, Portfolio Management, Mutual Funds, Series 24
Education
Anderson University 2002 — 2004
MBA
Indiana State University - School of Business 1989 — 1993
BS, Economics, Finance & Business Administration
North High School
Merrill Edge August 2015 - Present
Electronic Transaction Clearing November 2011 - July 2014
Scottrade May 2005 - October 2011
Charles Schwab & Co., Inc August 1995 - May 2005
Skills
Options, Series 7, Series 63, Financial Markets, Equities, Hedging, Securities, Derivatives, Trading, Investments, Market Data, Financial Advisory, Equity Trading, Hedge Funds, Electronic Trading, Trading Systems, FINRA, FX Options, Bloomberg, ETFs, Equity Derivatives, Commodity, Financial Services, Fixed Income, Portfolio Management, Mutual Funds, Series 24
Education
Anderson University 2002 — 2004
MBA
Indiana State University - School of Business 1989 — 1993
BS, Economics, Finance & Business Administration
North High School
Nicholas Buchanan Nicholas Buchanan's Scottrade Experience October 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Wells Fargo March 2014 - October 2014
Wells Fargo Advisors December 2013 - February 2014
Wells Fargo Advisors April 2013 - December 2013
United Renewable Energy August 2011 - June 2012
OneWorld Sustainable January 2011 - August 2011
Jos. A. Bank July 2009 - July 2010
Fiduciary Analytics October 2005 - May 2006
Skills
Photovoltaics, Project Planning, Strategic Planning, Sustainability, Project Coordination, PowerPoint, Budgets, Investments, Fundraising, Asset Allocation, Retirement Planning
Education
Arizona State University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Plano Senior High 1995 — 1999
High School Diploma, High School/Secondary Diplomas and Certificates
Scottrade October 2014 - Present
Wells Fargo March 2014 - October 2014
Wells Fargo Advisors December 2013 - February 2014
Wells Fargo Advisors April 2013 - December 2013
United Renewable Energy August 2011 - June 2012
OneWorld Sustainable January 2011 - August 2011
Jos. A. Bank July 2009 - July 2010
Fiduciary Analytics October 2005 - May 2006
Skills
Photovoltaics, Project Planning, Strategic Planning, Sustainability, Project Coordination, PowerPoint, Budgets, Investments, Fundraising, Asset Allocation, Retirement Planning
Education
Arizona State University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Plano Senior High 1995 — 1999
High School Diploma, High School/Secondary Diplomas and Certificates
John Demma's Scottrade Experience 2013 - 2014
Job Scottrade Bank Equipment Finance
Industry Banking
Experience
Scottrade Bank Equipment Finance September 2013 - Present
Scottrade 2013 - 2014
TCF Equipment Finance February 2004 - September 2013
Caterpillar Financial 1999 - 2004
Skills
Credit, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Finance, Financial Services, Sales, Underwriting, Sales Management, Commercial Lending, Banking, New Business Development, Account Management, Relationship Management, Risk Management
Education
Bellevue University 1998 — 2003
Master of Arts (MA), Leadership
Bellevue University 1998 — 2003
Bachelors, Management
Lincoln School of Commerce 1997 — 1998
Associate's degree, Accounting
Lincoln School of Commerce 1997 — 1998
Associate's degree, Business Administration
Scottrade Bank Equipment Finance September 2013 - Present
Scottrade 2013 - 2014
TCF Equipment Finance February 2004 - September 2013
Caterpillar Financial 1999 - 2004
Skills
Credit, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Finance, Financial Services, Sales, Underwriting, Sales Management, Commercial Lending, Banking, New Business Development, Account Management, Relationship Management, Risk Management
Education
Bellevue University 1998 — 2003
Master of Arts (MA), Leadership
Bellevue University 1998 — 2003
Bachelors, Management
Lincoln School of Commerce 1997 — 1998
Associate's degree, Accounting
Lincoln School of Commerce 1997 — 1998
Associate's degree, Business Administration
Greg Lembree's Scottrade Experience April 1999 - November 2003
Job EVP, Operations & Finance
Industry Information Technology and Services
Experience
Benaissance May 2013 - Present
TD Ameritrade March 2012 - September 2012
TD Ameritrade September 2010 - September 2012
Computer Research, Inc. November 2003 - August 2010
Scottrade April 1999 - November 2003
Brown and Co 1992 - 1999
Brown & Company Securities 1992 - 1999
Skills
FINRA Registered..., FINOP series 27, Hold Series 7, Hold Series 27, Public Speaking, Collegiate Lectures, Management
Education
Babson College 1988 — 1992
BSBA, Economics, Entrepreneurial Studies
EGHS
Benaissance May 2013 - Present
TD Ameritrade March 2012 - September 2012
TD Ameritrade September 2010 - September 2012
Computer Research, Inc. November 2003 - August 2010
Scottrade April 1999 - November 2003
Brown and Co 1992 - 1999
Brown & Company Securities 1992 - 1999
Skills
FINRA Registered..., FINOP series 27, Hold Series 7, Hold Series 27, Public Speaking, Collegiate Lectures, Management
Education
Babson College 1988 — 1992
BSBA, Economics, Entrepreneurial Studies
EGHS
Joshua James Joshua James's Scottrade Experience July 2008 - May 2009
Job Chemical Engineering Graduate Research Associate
Industry Oil & Energy
Experience
Arizona State University Membrane and Energy Laboratory August 2013 - Present
Intel Corporation June 2012 - August 2013
Membrane and Energy Laboratory - Arizona State University August 2011 - May 2012
M.S. Howells & Co. May 2011 - August 2011
Posner Research Group Micro/Nanofluidics Lab - Arizona State University May 2010 - November 2010
Scottrade July 2008 - May 2009
LEI Financial July 2007 - October 2007
Skills
Chemical Engineering, Matlab, Aspen HYSYS, JMP, Six Sigma, Microsoft Excel, TGA, Scanning Electron..., Powder X-ray Diffraction, Design of Experiments, Statistics, Excel, Process Engineering, Experimentation, Materials Science, Laboratory, C++
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2013 — 2017
Doctor of Philosophy (PhD), Chemical Engineering
Ira A. Fulton Schools of Engineering at Arizona State University 2013 — 2015
Master of Science in Engineering (MSE), Chemical Engineering
Ira A. Fulton Schools of Engineering at Arizona State University 2007 — 2012
Bachelor of Science in Engineering (BSE), Chemical Engineering
Arizona State University, W. P. Carey School of Business 2007 — 2012
Bachelor of Science (BS), Finance
Dobson High School 2004 — 2007
Arizona State University Membrane and Energy Laboratory August 2013 - Present
Intel Corporation June 2012 - August 2013
Membrane and Energy Laboratory - Arizona State University August 2011 - May 2012
M.S. Howells & Co. May 2011 - August 2011
Posner Research Group Micro/Nanofluidics Lab - Arizona State University May 2010 - November 2010
Scottrade July 2008 - May 2009
LEI Financial July 2007 - October 2007
Skills
Chemical Engineering, Matlab, Aspen HYSYS, JMP, Six Sigma, Microsoft Excel, TGA, Scanning Electron..., Powder X-ray Diffraction, Design of Experiments, Statistics, Excel, Process Engineering, Experimentation, Materials Science, Laboratory, C++
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2013 — 2017
Doctor of Philosophy (PhD), Chemical Engineering
Ira A. Fulton Schools of Engineering at Arizona State University 2013 — 2015
Master of Science in Engineering (MSE), Chemical Engineering
Ira A. Fulton Schools of Engineering at Arizona State University 2007 — 2012
Bachelor of Science in Engineering (BSE), Chemical Engineering
Arizona State University, W. P. Carey School of Business 2007 — 2012
Bachelor of Science (BS), Finance
Dobson High School 2004 — 2007
Ayad Amary's Scottrade Experience February 2014 - September 2015
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
Scottrade February 2014 - September 2015
Vanguard August 2013 - February 2014
Vanguard September 2012 - August 2013
Affinity Trading Institute ( Legend Securities) December 2009 - August 2012
Johnson & Johnson March 2006 - June 2009
RYAN BECK & CO. November 2000 - September 2005
Skills
Technical Analysis, Financial Analysis, Risk Management, Microsoft Office, Salesforce.com, Web Conferences, Presentations, Back Office, Financial Advisory, Foreign Exchange..., Chartered Financial..., Negotiation, Portfolio Management, Trading, Series 7, Options, Fixed Income, Investments
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BSBA, Marketing
TIAA-CREF September 2015 - Present
Scottrade February 2014 - September 2015
Vanguard August 2013 - February 2014
Vanguard September 2012 - August 2013
Affinity Trading Institute ( Legend Securities) December 2009 - August 2012
Johnson & Johnson March 2006 - June 2009
RYAN BECK & CO. November 2000 - September 2005
Skills
Technical Analysis, Financial Analysis, Risk Management, Microsoft Office, Salesforce.com, Web Conferences, Presentations, Back Office, Financial Advisory, Foreign Exchange..., Chartered Financial..., Negotiation, Portfolio Management, Trading, Series 7, Options, Fixed Income, Investments
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BSBA, Marketing
Angelic Salyer Towe Angelic Salyer Towe's Scottrade Experience June 2012 - January 2013
Job Asst. to Dir. of Maternal & Pediatric Serv. SSMHCSTL, CenteringPregnancy Coordinator
Industry Hospital & Health Care
Experience
SSM Health Care - St. Louis November 2013 - Present
Devo Cantare (I Have To Sing) August 1981 - Present
Book Warehouse of St. Louis October 2014 - July 2015
Zumba Fitness LLC June 2013 - February 2015
Virtual Office Assistant May 2002 - February 2014
Maria Joseph Books November 2012 - December 2013
SSM Health Care January 2013 - October 2013
Scottrade June 2012 - January 2013
SSM Health Care August 2011 - June 2012
SSM Health Care March 2008 - July 2011
Skills
Healthcare, Customer Service, Event Planning, Data Analysis, Accounts Payable, Microsoft Office, SharePoint, Social Media, Social Skills, Sales, Copy Editing, Accounts Receivable, Kronos, Microsoft Excel, Microsoft Word, Health Education, Social Media Marketing, Microsoft Publisher, PowerPoint, SAP, Press Ganey, VisionWare, 10 Key, Switchboard, Large-scale Event..., Vocalist, Solo Performance, Backing Vocals, Internet Presence, Social Marketing, Direct Sales, Book Sales, Creative Writer, Published Author, Budget Process, Financial Reporting, Cost Variance Analysis, Product Cost Analysis, Food Cost Analysis, Presentations, Accounting, Corporate Finance, Strategic Financial..., Variance Analysis, Variance Reports, Financial Variance..., Highly detail oriented, Creative Solutions, Zumba, Electronic Medical...
Education
Webster University 2013 — 2015
Bachelor of Arts (BA), Psychology, 3.75 GPA
Ashford University 2009 — 2012
Seeking BA, Psychology, 3.71
Webster University 2006 — 2007
Bachelor of Arts, Psychology
St. Louis Community College 2005 — 2005
AA, Business Administration Management
St. Louis Community College 2002 — 2004
Associate of Applied Science, Accounting
Belleville Area College 1998 — 1998
Associate of Arts, Education
Kaskaskia College 1995 — 1995
Associate of Applied Science, Accounting
SSM Health Care - St. Louis November 2013 - Present
Devo Cantare (I Have To Sing) August 1981 - Present
Book Warehouse of St. Louis October 2014 - July 2015
Zumba Fitness LLC June 2013 - February 2015
Virtual Office Assistant May 2002 - February 2014
Maria Joseph Books November 2012 - December 2013
SSM Health Care January 2013 - October 2013
Scottrade June 2012 - January 2013
SSM Health Care August 2011 - June 2012
SSM Health Care March 2008 - July 2011
Skills
Healthcare, Customer Service, Event Planning, Data Analysis, Accounts Payable, Microsoft Office, SharePoint, Social Media, Social Skills, Sales, Copy Editing, Accounts Receivable, Kronos, Microsoft Excel, Microsoft Word, Health Education, Social Media Marketing, Microsoft Publisher, PowerPoint, SAP, Press Ganey, VisionWare, 10 Key, Switchboard, Large-scale Event..., Vocalist, Solo Performance, Backing Vocals, Internet Presence, Social Marketing, Direct Sales, Book Sales, Creative Writer, Published Author, Budget Process, Financial Reporting, Cost Variance Analysis, Product Cost Analysis, Food Cost Analysis, Presentations, Accounting, Corporate Finance, Strategic Financial..., Variance Analysis, Variance Reports, Financial Variance..., Highly detail oriented, Creative Solutions, Zumba, Electronic Medical...
Education
Webster University 2013 — 2015
Bachelor of Arts (BA), Psychology, 3.75 GPA
Ashford University 2009 — 2012
Seeking BA, Psychology, 3.71
Webster University 2006 — 2007
Bachelor of Arts, Psychology
St. Louis Community College 2005 — 2005
AA, Business Administration Management
St. Louis Community College 2002 — 2004
Associate of Applied Science, Accounting
Belleville Area College 1998 — 1998
Associate of Arts, Education
Kaskaskia College 1995 — 1995
Associate of Applied Science, Accounting
Diana McCarl Diana McCarl's Scottrade Experience May 2011 - Present
Job Brokerage Processing Supervisor at Scottrade
Industry Investment Management
Experience
Scottrade May 2011 - Present
Fiserv ISS (Now Lincoln Trust Company) February 2006 - December 2009
Fiserv ISS (Now Lincoln Trust Company) August 2002 - February 2006
Merrill Lynch September 1997 - May 2002
Skills
Passed the Series 99 in..., Project Management, Securities, Mutual Funds, Vendor Management, Risk Management, Leadership
Education
Arapahoe Community College
Scottrade May 2011 - Present
Fiserv ISS (Now Lincoln Trust Company) February 2006 - December 2009
Fiserv ISS (Now Lincoln Trust Company) August 2002 - February 2006
Merrill Lynch September 1997 - May 2002
Skills
Passed the Series 99 in..., Project Management, Securities, Mutual Funds, Vendor Management, Risk Management, Leadership
Education
Arapahoe Community College
Steven Post Steven Post's Scottrade Experience March 2014 - Present
Job Vice President, Capital Markets, Scottrade Bank Equipment Finance
Industry Financial Services
Experience
Scottrade March 2014 - Present
Somerset Capital Group, Ltd. August 2009 - March 2014
Banco Popular North America April 2008 - March 2009
GE Capital January 1996 - April 2008
Skills
Commercial Finance, Vendor Finance, Commercial Lending, Portfolio Management, Asset Based Lending, Credit Analysis, Credit, Financial Analysis, Underwriting, Finance, Corporate Finance, Management, Loans, Credit Risk, Relationship Management, Financial Services, Financial Risk, Risk Management, Process Improvement, Sales, Business Planning, Sales Management, Business Strategy, Business Development, Banking, Asset Management, Financial Modeling, Leadership, Forecasting, Strategic Financial..., Pricing, Due Diligence, Mergers & Acquisitions, Leveraged Finance, New Business Development, Executive Management, Capital Markets
Education
Adelphi University 1982 — 1988
MBA, Corporate Finance
Scottrade March 2014 - Present
Somerset Capital Group, Ltd. August 2009 - March 2014
Banco Popular North America April 2008 - March 2009
GE Capital January 1996 - April 2008
Skills
Commercial Finance, Vendor Finance, Commercial Lending, Portfolio Management, Asset Based Lending, Credit Analysis, Credit, Financial Analysis, Underwriting, Finance, Corporate Finance, Management, Loans, Credit Risk, Relationship Management, Financial Services, Financial Risk, Risk Management, Process Improvement, Sales, Business Planning, Sales Management, Business Strategy, Business Development, Banking, Asset Management, Financial Modeling, Leadership, Forecasting, Strategic Financial..., Pricing, Due Diligence, Mergers & Acquisitions, Leveraged Finance, New Business Development, Executive Management, Capital Markets
Education
Adelphi University 1982 — 1988
MBA, Corporate Finance
Chris Randolph's Scottrade Experience August 2010 - Present
Job Senior Stock Broker at Scottrade
Industry Financial Services
Experience
Scottrade August 2010 - Present
Charles Schwab & Co. January 2008 - July 2009
Edinger Engineering May 2004 - August 2004
DSMAX December 2002 - May 2003
Skills
Investments, Trading, Bloomberg, Options, Financial Services, Analysis, Finance, Management, Leadership, Series 63, Training, Sales, Technical Analysis, Trading Strategies, Options Strategies, Securities, Mutual Funds, Series 7, Equities
Education
University of Colorado at Denver 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
Bentley University 2001 — 2006
B.S., Finance
University of Oklahoma 2002 — 2002
Bachelor of Science Degree
Scottrade August 2010 - Present
Charles Schwab & Co. January 2008 - July 2009
Edinger Engineering May 2004 - August 2004
DSMAX December 2002 - May 2003
Skills
Investments, Trading, Bloomberg, Options, Financial Services, Analysis, Finance, Management, Leadership, Series 63, Training, Sales, Technical Analysis, Trading Strategies, Options Strategies, Securities, Mutual Funds, Series 7, Equities
Education
University of Colorado at Denver 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
Bentley University 2001 — 2006
B.S., Finance
University of Oklahoma 2002 — 2002
Bachelor of Science Degree
Prasad Boppana Prasad Boppana's Scottrade Experience July 2013 - July 2014
Job Sr. Net Developer at Emerson Climate Technologies White Rodgers
Industry Information Technology and Services
Experience
Emerson Climate Technologies July 2014 - Present
Scottrade July 2013 - July 2014
TEKsystems July 2013 - July 2014
Elsevier October 2012 - July 2013
Talentporte, Inc. October 2012 - July 2013
Aspect Software September 2011 - October 2012
Nestle Purina July 2011 - September 2011
Brown Shoe Company May 2009 - July 2011
Comsys May 2005 - May 2009
Anheuser-Busch May 2005 - May 2009
Skills
WCF, LINQ, VB.NET, T-SQL, ASP.NET, PL/SQL, ASP.NET MVC, JavaScript, jQuery, Visual C#, SharePoint, Custom Software..., ALM, Agile, Web Services, XML, Oracle, Software Development, Agile Methodologies
Education
Southern Illinois University, Edwardsville 2001 — 2003
M.S, Electrical and Computer Engineering
Acharya Nagarjuna University 1995 — 1999
Bachelors, Electronics and Communications
Emerson Climate Technologies July 2014 - Present
Scottrade July 2013 - July 2014
TEKsystems July 2013 - July 2014
Elsevier October 2012 - July 2013
Talentporte, Inc. October 2012 - July 2013
Aspect Software September 2011 - October 2012
Nestle Purina July 2011 - September 2011
Brown Shoe Company May 2009 - July 2011
Comsys May 2005 - May 2009
Anheuser-Busch May 2005 - May 2009
Skills
WCF, LINQ, VB.NET, T-SQL, ASP.NET, PL/SQL, ASP.NET MVC, JavaScript, jQuery, Visual C#, SharePoint, Custom Software..., ALM, Agile, Web Services, XML, Oracle, Software Development, Agile Methodologies
Education
Southern Illinois University, Edwardsville 2001 — 2003
M.S, Electrical and Computer Engineering
Acharya Nagarjuna University 1995 — 1999
Bachelors, Electronics and Communications
Jesse Kimmel's Scottrade Experience February 2015 - Present
Job Investment Consultant Intern
Industry Financial Services
Experience
Barry University Student Managed Investment Fund May 2015 - Present
Scottrade February 2015 - Present
Barry University Student Managed Investment Fund December 2014 - Present
Sports Information August 2013 - Present
Barry University Student Managed Investment Fund August 2014 - December 2014
Skills
Financial Analysis, Financial Institutions, Financial Markets, Financial Research, Financial Economics, Investment Management, Investment Portfolio, Portfolio Management, Risk Analytics, Valuation, Asset Allocation, Equity Trading, Securities Market, Roth IRA, Technical Analysis, Business Relationship..., Morningstar, Microsoft Excel, Microsoft Word, PowerPoint, Traditional IRA, Investment Brokerage, Finance, Customer Service, Leadership, Teamwork, Data Analysis
Education
Barry University 2012 — 2016
Bachelor of Science, Finance
Barry University Student Managed Investment Fund May 2015 - Present
Scottrade February 2015 - Present
Barry University Student Managed Investment Fund December 2014 - Present
Sports Information August 2013 - Present
Barry University Student Managed Investment Fund August 2014 - December 2014
Skills
Financial Analysis, Financial Institutions, Financial Markets, Financial Research, Financial Economics, Investment Management, Investment Portfolio, Portfolio Management, Risk Analytics, Valuation, Asset Allocation, Equity Trading, Securities Market, Roth IRA, Technical Analysis, Business Relationship..., Morningstar, Microsoft Excel, Microsoft Word, PowerPoint, Traditional IRA, Investment Brokerage, Finance, Customer Service, Leadership, Teamwork, Data Analysis
Education
Barry University 2012 — 2016
Bachelor of Science, Finance
Alan Luo's Scottrade Experience July 2013 - July 2014
Job Tax Processor at KPMG US
Industry Financial Services
Experience
KPMG US September 2015 - Present
KPMG US January 2015 - May 2015
Scottrade July 2013 - July 2014
Laidlaw & Company February 2013 - May 2013
Skills
Equity Research, Data Analysis, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Sourcing, Financial Analysis, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
KPMG US September 2015 - Present
KPMG US January 2015 - May 2015
Scottrade July 2013 - July 2014
Laidlaw & Company February 2013 - May 2013
Skills
Equity Research, Data Analysis, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Sourcing, Financial Analysis, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Emma Mak, CIA's Scottrade Experience January 2015 - Present
Job Internal Auditor at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Mallinckrodt Pharmaceuticals April 2013 - January 2015
Wells Fargo Advisors April 2010 - March 2013
H&R Block November 2009 - April 2010
Scottrade April 2008 - October 2009
Skills
Series 7, Series 63, IIA Standards, FINRA, DTC, Security, Stock Market, Options, Internal Controls, Auditing, Internal Audit, AutoAudit, Continuous Auditing, Finance, Financial Risk, Budgets, Accounting, Sarbanes-Oxley Act
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Accounting, GPA 3.0
National Taichung University of Science and Technology 2000 — 2005
Associate of Business Administration, Banking & Insurance, GPA 3.7
Scottrade January 2015 - Present
Mallinckrodt Pharmaceuticals April 2013 - January 2015
Wells Fargo Advisors April 2010 - March 2013
H&R Block November 2009 - April 2010
Scottrade April 2008 - October 2009
Skills
Series 7, Series 63, IIA Standards, FINRA, DTC, Security, Stock Market, Options, Internal Controls, Auditing, Internal Audit, AutoAudit, Continuous Auditing, Finance, Financial Risk, Budgets, Accounting, Sarbanes-Oxley Act
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Accounting, GPA 3.0
National Taichung University of Science and Technology 2000 — 2005
Associate of Business Administration, Banking & Insurance, GPA 3.7
Hongzhu YAO Hongzhu YAO's Scottrade Experience May 2012 - December 2012
Job Student Consultant at Wells Fargo Advisors
Industry Accounting
Experience
Joint Active Systems, Inc March 2013 - Present
Wells Fargo Advisors September 2012 - December 2012
Scottrade May 2012 - December 2012
Community Council of St Charles County February 2012 - May 2012
CCH Secretarials Limited March 2011 - July 2011
HSBC August 2010 - August 2010
Skills
Proficient in Microsoft..., Native in Mandarin,..., Cantonese, English, Mandarin, Microsoft Word, Microsoft Excel, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 2011 — 2012
Master, Accounting
The Hong Kong Polytechnic University 2007 — 2011
BBA, Accounting and Finance
Aston University 2009 — 2010
Exchange Student, Business, Accounting, Finance, Economics, Supply Chain
Joint Active Systems, Inc March 2013 - Present
Wells Fargo Advisors September 2012 - December 2012
Scottrade May 2012 - December 2012
Community Council of St Charles County February 2012 - May 2012
CCH Secretarials Limited March 2011 - July 2011
HSBC August 2010 - August 2010
Skills
Proficient in Microsoft..., Native in Mandarin,..., Cantonese, English, Mandarin, Microsoft Word, Microsoft Excel, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 2011 — 2012
Master, Accounting
The Hong Kong Polytechnic University 2007 — 2011
BBA, Accounting and Finance
Aston University 2009 — 2010
Exchange Student, Business, Accounting, Finance, Economics, Supply Chain
Tucker Spillane's Scottrade Experience September 2012 - May 2013
Job Credit Analyst at Eastern Funding LLC
Industry Real Estate
Experience
Eastern Funding LLC March 2015 - Present
People's United Bank July 2013 - December 2014
Scottrade September 2012 - May 2013
StacItUp April 2012 - September 2012
Pacha Group September 2011 - December 2011
Arrowhead Golf Course May 2010 - August 2011
Skills
Entrepreneurship, Spanish, Financial Analysis, Investments, Blogging, Finance, Credit Analysis, Real Estate, Financial Modeling, Downhill Skiing, Pharmaceutical Industry, Obstetrics
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance, Global Perspectives, 3.2
Universidad Pontificia Comillas 2011 — 2012
Finance, Finanza, 3.6
Champlain Valley Union High School 2005 — 2009
High School Diploma, AP Calculus, AP Government, 3.5
Eastern Funding LLC March 2015 - Present
People's United Bank July 2013 - December 2014
Scottrade September 2012 - May 2013
StacItUp April 2012 - September 2012
Pacha Group September 2011 - December 2011
Arrowhead Golf Course May 2010 - August 2011
Skills
Entrepreneurship, Spanish, Financial Analysis, Investments, Blogging, Finance, Credit Analysis, Real Estate, Financial Modeling, Downhill Skiing, Pharmaceutical Industry, Obstetrics
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance, Global Perspectives, 3.2
Universidad Pontificia Comillas 2011 — 2012
Finance, Finanza, 3.6
Champlain Valley Union High School 2005 — 2009
High School Diploma, AP Calculus, AP Government, 3.5
Matt Spaulding Matt Spaulding's Scottrade Experience April 2012 - April 2014
Job Sr Software Engineer at Melco
Industry Computer Software
Experience
Melco Embroidery Systems April 2014 - Present
Scottrade April 2012 - April 2014
Digi-Data Corporation May 2010 - November 2011
Bally Technologies August 2006 - November 2009
SipPhone Inc October 2005 - May 2006
Snap-On Diagnostics November 2004 - June 2005
Avanade Inc November 2003 - June 2004
Snap-On Diagnostics May 2002 - November 2003
Source Technologies May 2001 - November 2001
Autobase (Efuel) August 2000 - February 2001
Skills
.NET, C#, C++, Win32 API, Software Development, Microsoft SQL Server, XML, Visual Studio, WCF, OOP, Agile Methodologies, SQL, Software Engineering, Design Patterns, Architecture, Oracle, Scrum, Databases
Education
Binghamton University 1993 — 1995
BS, Computer Science; and Applied Sciences
FF
Melco Embroidery Systems April 2014 - Present
Scottrade April 2012 - April 2014
Digi-Data Corporation May 2010 - November 2011
Bally Technologies August 2006 - November 2009
SipPhone Inc October 2005 - May 2006
Snap-On Diagnostics November 2004 - June 2005
Avanade Inc November 2003 - June 2004
Snap-On Diagnostics May 2002 - November 2003
Source Technologies May 2001 - November 2001
Autobase (Efuel) August 2000 - February 2001
Skills
.NET, C#, C++, Win32 API, Software Development, Microsoft SQL Server, XML, Visual Studio, WCF, OOP, Agile Methodologies, SQL, Software Engineering, Design Patterns, Architecture, Oracle, Scrum, Databases
Education
Binghamton University 1993 — 1995
BS, Computer Science; and Applied Sciences
FF
Harshal Patel Harshal Patel's Scottrade Experience May 2008 - September 2008
Job
Industry Pharmaceuticals
Experience
Gilead Sciences June 2013 - Present
Bristol-Myers Squibb January 2010 - May 2013
New Venture Group August 2008 - December 2009
MDS Pharma Services August 2007 - November 2009
Mercer May 2009 - August 2009
Insys Therapeutics Inc. June 2008 - April 2009
Scottrade May 2008 - September 2008
CVS Pharmacy August 2006 - January 2008
JPMorgan Chase August 2006 - August 2007
Skills
Sourcing, Data Analysis, Financial Analysis, Cross-functional Team..., Market Research, Forecasting, Competitive Analysis, Strategic Financial..., Variance Analysis, Valuation, Process Improvement, Business Strategy, Strategy
Education
Arizona State University 2006 — 2010
Bachelors, Biochemistry
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelors, Finance
Gilead Sciences June 2013 - Present
Bristol-Myers Squibb January 2010 - May 2013
New Venture Group August 2008 - December 2009
MDS Pharma Services August 2007 - November 2009
Mercer May 2009 - August 2009
Insys Therapeutics Inc. June 2008 - April 2009
Scottrade May 2008 - September 2008
CVS Pharmacy August 2006 - January 2008
JPMorgan Chase August 2006 - August 2007
Skills
Sourcing, Data Analysis, Financial Analysis, Cross-functional Team..., Market Research, Forecasting, Competitive Analysis, Strategic Financial..., Variance Analysis, Valuation, Process Improvement, Business Strategy, Strategy
Education
Arizona State University 2006 — 2010
Bachelors, Biochemistry
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelors, Finance
Steven Prokopienko Steven Prokopienko's Scottrade Experience August 2013 - August 2015
Job at
Industry Information Technology and Services
Experience
Enterprise Holdings October 2015 - Present
Scottrade August 2013 - August 2015
Savvis March 2012 - August 2013
Skills
Linux, RedHat, RHEL, Windows, Troubleshooting, IIS, Apache, Netcool, Orion, VMware, VCP 5.0, RHCSA, Vantive, Remedy Ticketing System, Cisco Technologies, Red Hat Linux, Unix, Firewalls, Storage Area Networks, Storage, Network Security, CentOS, DNS, SAN, Virtualization, Operating Systems, Routers, Solaris, Servers, TCP/IP, Cluster, VMware ESX, DHCP, Shell Scripting
Education
Alfred University 2004 — 2007
B.S., Biology
Alfred State College - SUNY College of Technology 2002 — 2004
A.A.S., Veterinary Technology
Enterprise Holdings October 2015 - Present
Scottrade August 2013 - August 2015
Savvis March 2012 - August 2013
Skills
Linux, RedHat, RHEL, Windows, Troubleshooting, IIS, Apache, Netcool, Orion, VMware, VCP 5.0, RHCSA, Vantive, Remedy Ticketing System, Cisco Technologies, Red Hat Linux, Unix, Firewalls, Storage Area Networks, Storage, Network Security, CentOS, DNS, SAN, Virtualization, Operating Systems, Routers, Solaris, Servers, TCP/IP, Cluster, VMware ESX, DHCP, Shell Scripting
Education
Alfred University 2004 — 2007
B.S., Biology
Alfred State College - SUNY College of Technology 2002 — 2004
A.A.S., Veterinary Technology
Leah Koestner Leah Koestner's Scottrade Experience January 2008 - January 2009
Job Analyst at Congressional Budget Office
Industry Government Administration
Experience
Congressional Budget Office August 2015 - Present
PATHworks, Inc. January 2015 - Present
UC Berkeley, Department of Economics August 2013 - May 2015
Go Musicals 2009 - 2015
The Brookings Institution June 2014 - August 2014
Arizona Governor's Office August 2011 - July 2013
Arizona Office of the Governor March 2010 - July 2011
Governor's Office of Economic Recovery August 2009 - March 2010
Governor's Office of Strategic Planning and Budgeting April 2009 - August 2009
Scottrade January 2008 - January 2009
Skills
Public Policy, Budgeting, Analysis, Strategic Planning, Grants, Coordination, Economics, Theatrical Production, Musical Theatre, Singing, Budgets, Leadership, Nonprofits, Program Development, Community Outreach, Finance, Policy Analysis, Teaching, Government, Policy, Legislative Relations
Education
University of California, Berkeley 2013 — 2015
Master of Public Policy, Public Policy Analysis, 4.0
Arizona State University, W. P. Carey School of Business 2005 — 2009
B.S. Economics, Minor in Mathematics; Magna Cum Laude
Congressional Budget Office August 2015 - Present
PATHworks, Inc. January 2015 - Present
UC Berkeley, Department of Economics August 2013 - May 2015
Go Musicals 2009 - 2015
The Brookings Institution June 2014 - August 2014
Arizona Governor's Office August 2011 - July 2013
Arizona Office of the Governor March 2010 - July 2011
Governor's Office of Economic Recovery August 2009 - March 2010
Governor's Office of Strategic Planning and Budgeting April 2009 - August 2009
Scottrade January 2008 - January 2009
Skills
Public Policy, Budgeting, Analysis, Strategic Planning, Grants, Coordination, Economics, Theatrical Production, Musical Theatre, Singing, Budgets, Leadership, Nonprofits, Program Development, Community Outreach, Finance, Policy Analysis, Teaching, Government, Policy, Legislative Relations
Education
University of California, Berkeley 2013 — 2015
Master of Public Policy, Public Policy Analysis, 4.0
Arizona State University, W. P. Carey School of Business 2005 — 2009
B.S. Economics, Minor in Mathematics; Magna Cum Laude
Brandon McKane Butch Brandon McKane Butch's Scottrade Experience March 2013 - Present
Job Licensed Broker | Written Communications | Financial Services Representative
Industry Financial Services
Experience
Scottrade March 2013 - Present
GPXpress November 2004 - February 2013
American Furniture Warehouse March 2002 - September 2004
Chili's January 2002 - March 2002
Skills
Outstanding Customer..., Self Driven, Interpersonal..., Time Management, Teamwork, Inventory Management, Process Scheduler, Customer Satisfaction, Operations Management, Logistics, Team-oriented, Outlook, Managed Hosting, Sales, Retail, Team Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Training, Leadership, Team Management, Microsoft Office, Interpersonal..., Customer Service, Account Management
Education
Metropolitan State University of Denver 2004 — 2011
Bachelor of Science, Finance
Arapahoe Community College 2001 — 2001
Trident Technical College 1998 — 1999
Stratford High School 1995 — 1998
Scottrade March 2013 - Present
GPXpress November 2004 - February 2013
American Furniture Warehouse March 2002 - September 2004
Chili's January 2002 - March 2002
Skills
Outstanding Customer..., Self Driven, Interpersonal..., Time Management, Teamwork, Inventory Management, Process Scheduler, Customer Satisfaction, Operations Management, Logistics, Team-oriented, Outlook, Managed Hosting, Sales, Retail, Team Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Training, Leadership, Team Management, Microsoft Office, Interpersonal..., Customer Service, Account Management
Education
Metropolitan State University of Denver 2004 — 2011
Bachelor of Science, Finance
Arapahoe Community College 2001 — 2001
Trident Technical College 1998 — 1999
Stratford High School 1995 — 1998
Michael Kernahan's Scottrade Experience October 2012 - December 2013
Job Associate Accountant at Textron Systems
Industry Accounting
Experience
Textron Systems May 2015 - Present
Amigos de Jesus Children's Home June 2014 - May 2015
Wilkins Miller, LLC January 2014 - April 2014
Scottrade October 2012 - December 2013
Spring Hill College August 2011 - October 2012
Easter Seals Camp ASCCA May 2012 - August 2012
M and D's Lawn Service April 2003 - May 2012
Walmart May 2011 - August 2011
Skills
Computers, Communication, Entrepreneurship, Databases, Raiser's Edge, Microsoft Office, Public Speaking, Customer Service, Customer Satisfaction, Social Networking, Time Management, ProSystem fx Tax, Caseware, Microsoft Excel, Social Media, PowerPoint
Education
Auburn University 2015 — 2017
Master’s Degree, Accounting
Spring Hill College 2010 — 2014
Finance/Economics and Accounting, Accounting and Finance, 3.8
Northshore High School 2006 — 2010
4.0
Textron Systems May 2015 - Present
Amigos de Jesus Children's Home June 2014 - May 2015
Wilkins Miller, LLC January 2014 - April 2014
Scottrade October 2012 - December 2013
Spring Hill College August 2011 - October 2012
Easter Seals Camp ASCCA May 2012 - August 2012
M and D's Lawn Service April 2003 - May 2012
Walmart May 2011 - August 2011
Skills
Computers, Communication, Entrepreneurship, Databases, Raiser's Edge, Microsoft Office, Public Speaking, Customer Service, Customer Satisfaction, Social Networking, Time Management, ProSystem fx Tax, Caseware, Microsoft Excel, Social Media, PowerPoint
Education
Auburn University 2015 — 2017
Master’s Degree, Accounting
Spring Hill College 2010 — 2014
Finance/Economics and Accounting, Accounting and Finance, 3.8
Northshore High School 2006 — 2010
4.0
Megan Valeri's Scottrade Experience October 2009 - May 2010
Job Retirement Plan Coordinator at Summit Benefit Solutions Inc
Industry Financial Services
Experience
Summit Benefit Solutions Inc August 2014 - Present
Raymond James Financial Inc. August 2013 - March 2015
McLane Company September 2010 - July 2013
Scottrade October 2009 - May 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, Accounts Receivable, Retail, Management, Finance, Analysis, Process Improvement, Accounting, Financial Analysis, Forecasting, Account Reconciliation, Financial Reporting
Education
Amberton University 2012 — 2013
Master of Business Administration (M.B.A.), Strategic Leadership, GPA 4.0
Western Michigan University - Haworth College of Business 2006 — 2010
Bachelor of Business Administration, Finance, Business Administration
Caro High School
Summit Benefit Solutions Inc August 2014 - Present
Raymond James Financial Inc. August 2013 - March 2015
McLane Company September 2010 - July 2013
Scottrade October 2009 - May 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, Accounts Receivable, Retail, Management, Finance, Analysis, Process Improvement, Accounting, Financial Analysis, Forecasting, Account Reconciliation, Financial Reporting
Education
Amberton University 2012 — 2013
Master of Business Administration (M.B.A.), Strategic Leadership, GPA 4.0
Western Michigan University - Haworth College of Business 2006 — 2010
Bachelor of Business Administration, Finance, Business Administration
Caro High School
Peter J. Conte's Scottrade Experience November 2010 - March 2015
Job Risk Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Scottrade November 2010 - March 2015
Education
Hofstra University - Frank G. Zarb School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Adelphi University 2007 — 2010
Bachelor of Science (B.S.), Finance
Bryant University
St. John the Baptist DHS
J.P. Morgan April 2015 - Present
Scottrade November 2010 - March 2015
Education
Hofstra University - Frank G. Zarb School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Adelphi University 2007 — 2010
Bachelor of Science (B.S.), Finance
Bryant University
St. John the Baptist DHS
Nitu Walker Nitu Walker's Scottrade Experience June 2011 - September 2012
Job Inside Sales POS Specialist
Industry Marketing and Advertising
Experience
ShopKeep April 2015 - Present
Servcorp USA June 2014 - April 2015
Neiman Marcus March 2013 - June 2014
Forever 21 September 2012 - March 2013
Scottrade June 2011 - September 2012
Crocs, Inc April 2007 - July 2008
University of Florida Athletic Association May 2007 - July 2007
Skills
Customer Service, Retail, Sales Management, Payroll, Sales, Customer Satisfaction, Clerical Skills, Computer Proficiency, Typing, Promotions, Blogging, Coaching, Fast Learner, Multi Tasking, Friendly Personality, Bookkeeping, Microsoft Office, Internet, Leadership, Organization, Problem Solving, Strategic Planning, QuickBooks, Visual Merchandising, Styling, Data Entry, Telephone Skills, Retail Sales, Outlook, Teamwork, Microsoft Word, Time Management, Spreadsheets, Customer Experience, Office Management, Goal Oriented, Microsoft Excel, Store Management, Social Networking
Education
Arizona State University
Technological Entrepreneurship and Management
University of Florida
Santa Fe College
Accounting
ShopKeep April 2015 - Present
Servcorp USA June 2014 - April 2015
Neiman Marcus March 2013 - June 2014
Forever 21 September 2012 - March 2013
Scottrade June 2011 - September 2012
Crocs, Inc April 2007 - July 2008
University of Florida Athletic Association May 2007 - July 2007
Skills
Customer Service, Retail, Sales Management, Payroll, Sales, Customer Satisfaction, Clerical Skills, Computer Proficiency, Typing, Promotions, Blogging, Coaching, Fast Learner, Multi Tasking, Friendly Personality, Bookkeeping, Microsoft Office, Internet, Leadership, Organization, Problem Solving, Strategic Planning, QuickBooks, Visual Merchandising, Styling, Data Entry, Telephone Skills, Retail Sales, Outlook, Teamwork, Microsoft Word, Time Management, Spreadsheets, Customer Experience, Office Management, Goal Oriented, Microsoft Excel, Store Management, Social Networking
Education
Arizona State University
Technological Entrepreneurship and Management
University of Florida
Santa Fe College
Accounting
Sean Sylvester Sean Sylvester's Scottrade Experience November 2002 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2002 - Present
St. Mary Catholic Church June 2000 - July 2002
Scottrade June 1997 - June 2000
Skills
Series 7, Mutual Funds, Series 63, Securities, Customer Service, Leadership, Series 24, Series 4, Equities
Education
Arizona State University 1996 — 2001
Bachelor of science, Human Development and Family Studies, General
Seton Catholic High School 1992 — 1996
High School
Scottrade November 2002 - Present
St. Mary Catholic Church June 2000 - July 2002
Scottrade June 1997 - June 2000
Skills
Series 7, Mutual Funds, Series 63, Securities, Customer Service, Leadership, Series 24, Series 4, Equities
Education
Arizona State University 1996 — 2001
Bachelor of science, Human Development and Family Studies, General
Seton Catholic High School 1992 — 1996
High School
Cesar R. Pellerano's Scottrade Experience May 2012 - August 2012
Job Mutual Fund Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon May 2015 - Present
Florida Value Partners May 2014 - February 2015
Capital Markets Financial Services May 2013 - August 2013
Scottrade May 2012 - August 2012
Global Healthcare May 2011 - August 2011
Skills
Investments, Financial Analysis, Finance, Financial Services, Options, Portfolio Management, Financial Markets, Securities, ETFs, Stock Market, Trading, Electronic Trading, Microsoft Office, Bloomberg Terminal, FactSet, Client Services
Education
Bentley University 2010 — 2014
Bachelor’s Degree, Economics & Finance, 3.3
Royal Holloway, U. of London 2013 — 2013
Study abroad, Economics & Management, 3.0
BNY Mellon May 2015 - Present
Florida Value Partners May 2014 - February 2015
Capital Markets Financial Services May 2013 - August 2013
Scottrade May 2012 - August 2012
Global Healthcare May 2011 - August 2011
Skills
Investments, Financial Analysis, Finance, Financial Services, Options, Portfolio Management, Financial Markets, Securities, ETFs, Stock Market, Trading, Electronic Trading, Microsoft Office, Bloomberg Terminal, FactSet, Client Services
Education
Bentley University 2010 — 2014
Bachelor’s Degree, Economics & Finance, 3.3
Royal Holloway, U. of London 2013 — 2013
Study abroad, Economics & Management, 3.0
TreMesa Baker's Scottrade Experience January 2007 - December 2011
Job Experienced Customer Service Representative
Industry Financial Services
Experience
Scottrade January 2007 - December 2011
Jackson Hospital & Clinic January 2005 - September 2006
Skills
FINRA, Securities, Investments, Mutual Funds, Equities, Financial Analysis, Finance, Banking, ETFs, Fixed Income, Strategic Planning
Education
Auburn University at Montgomery
Bachelor of Science (BS), Finance, General
South Univeristy
Bachelor of Science (BS), Accounting and Finance
Scottrade January 2007 - December 2011
Jackson Hospital & Clinic January 2005 - September 2006
Skills
FINRA, Securities, Investments, Mutual Funds, Equities, Financial Analysis, Finance, Banking, ETFs, Fixed Income, Strategic Planning
Education
Auburn University at Montgomery
Bachelor of Science (BS), Finance, General
South Univeristy
Bachelor of Science (BS), Accounting and Finance
Ross Brayton Ross Brayton's Scottrade Experience January 2015 - Present
Job Compliance Analyst, Marketing @ Scottrade, Inc.
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade April 2014 - Present
Scottrade, Inc April 2006 - Present
Wachovia Bank 2004 - 2006
TDAmeritrade 2002 - 2004
Charles Schwab 1999 - 2002
Education
American Public University System 2014 — 2017
Master's degree
Texas A&M Commerce 2011 — 2011
Certificate
University of South Florida 1997 — 1999
Bachelor’s Degree
Scottrade January 2015 - Present
Scottrade April 2014 - Present
Scottrade, Inc April 2006 - Present
Wachovia Bank 2004 - 2006
TDAmeritrade 2002 - 2004
Charles Schwab 1999 - 2002
Education
American Public University System 2014 — 2017
Master's degree
Texas A&M Commerce 2011 — 2011
Certificate
University of South Florida 1997 — 1999
Bachelor’s Degree
Michael Chao's Scottrade Experience May 2010 - August 2011
Job Business Development Specialist at Nar Gourmet
Industry Financial Services
Experience
NAR GOURMET August 2015 - Present
Cherche Midi April 2015 - August 2015
Cleary Gottlieb Steen & Hamilton LLP May 2013 - March 2015
Atlas Real Estate Partners September 2012 - May 2013
Brown Brothers Harriman September 2011 - September 2012
Scottrade May 2010 - August 2011
Skills
Microsoft Excel, Financial Analysis, Economics, PowerPoint, Financial Modeling, Finance, Microsoft Word, Data Analysis, Financial Reporting, SQL, Financial Services, Analysis, Research
Education
Bentley University 2008 — 2012
Bachelor of Science (B.Sc.), Finance and Computer Information Systems
Milton Academy 2004 — 2008
High School Diploma
NAR GOURMET August 2015 - Present
Cherche Midi April 2015 - August 2015
Cleary Gottlieb Steen & Hamilton LLP May 2013 - March 2015
Atlas Real Estate Partners September 2012 - May 2013
Brown Brothers Harriman September 2011 - September 2012
Scottrade May 2010 - August 2011
Skills
Microsoft Excel, Financial Analysis, Economics, PowerPoint, Financial Modeling, Finance, Microsoft Word, Data Analysis, Financial Reporting, SQL, Financial Services, Analysis, Research
Education
Bentley University 2008 — 2012
Bachelor of Science (B.Sc.), Finance and Computer Information Systems
Milton Academy 2004 — 2008
High School Diploma
Annette Burleson's Scottrade Experience June 2013 - July 2015
Job Software Developer at Swisslog
Industry Information Technology and Services
Experience
Swisslog July 2015 - Present
Scottrade June 2013 - July 2015
Advanced Manufacturing Technology May 2011 - June 2013
Skills
IBM iSeries, IBM AS/400, COBOL, Java, AS400 system, JGrasp, Mobile Application..., Komodo Edit, HTML5, CSS3, JavaScript, Github, Solidworks, Microsoft Office, Mechanical Engineering, CAD, Testing, Design for Manufacturing, AutoCAD, Eclipse, Engineering, Manufacturing, SolidWorks
Education
Colorado State University-Global Campus 2010 — 2013
Bachelor's Degree, Information Technology
Arapahoe Community College 2009 — 2010
Associate's Degree, Engineering
Front Range Community College
Computer Programming, Specific Applications
Swisslog July 2015 - Present
Scottrade June 2013 - July 2015
Advanced Manufacturing Technology May 2011 - June 2013
Skills
IBM iSeries, IBM AS/400, COBOL, Java, AS400 system, JGrasp, Mobile Application..., Komodo Edit, HTML5, CSS3, JavaScript, Github, Solidworks, Microsoft Office, Mechanical Engineering, CAD, Testing, Design for Manufacturing, AutoCAD, Eclipse, Engineering, Manufacturing, SolidWorks
Education
Colorado State University-Global Campus 2010 — 2013
Bachelor's Degree, Information Technology
Arapahoe Community College 2009 — 2010
Associate's Degree, Engineering
Front Range Community College
Computer Programming, Specific Applications
Jamison Smith, MBA Jamison Smith, MBA's Scottrade Experience September 2009 - January 2011
Job Senior Financial Analyst
Industry Higher Education
Experience
Xcel Energy April 2015 - Present
Archway Marketing Services February 2014 - April 2015
Salo LLC October 2011 - February 2014
Cargill May 2011 - October 2011
Cray Inc. January 2011 - March 2011
Scottrade September 2009 - January 2011
Various Different Companies January 2004 - September 2010
Skills
Forecasting, Budget Process, Operating Budgets, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Accounting, Finance, Time Management, Budgets, Data Analysis, Analysis, SAP, Business Analysis, Leadership, Management, Process Improvement, Variance Analysis, PowerPoint, PeopleSoft, Access
Education
Saint Mary's University of Minnesota 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.8 GPA
Augsburg College 2009 — 2011
Bachelors, Finance, 3.8 GPA
North Dakota State University 2007 — 2009
Finance, Accounting and Finance, 3.6
Maple Grove Senior High School 2003 — 2007
Diploma, N/A
Xcel Energy April 2015 - Present
Archway Marketing Services February 2014 - April 2015
Salo LLC October 2011 - February 2014
Cargill May 2011 - October 2011
Cray Inc. January 2011 - March 2011
Scottrade September 2009 - January 2011
Various Different Companies January 2004 - September 2010
Skills
Forecasting, Budget Process, Operating Budgets, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Accounting, Finance, Time Management, Budgets, Data Analysis, Analysis, SAP, Business Analysis, Leadership, Management, Process Improvement, Variance Analysis, PowerPoint, PeopleSoft, Access
Education
Saint Mary's University of Minnesota 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.8 GPA
Augsburg College 2009 — 2011
Bachelors, Finance, 3.8 GPA
North Dakota State University 2007 — 2009
Finance, Accounting and Finance, 3.6
Maple Grove Senior High School 2003 — 2007
Diploma, N/A
Heath Henig's Scottrade Experience July 2006 - February 2011
Job Financial Consultant at Sterling Bank and Synovus Securities Inc.
Industry Financial Services
Experience
Sterling Bank and Synovus Securities Inc. September 2011 - Present
TD Ameritrade February 2011 - September 2011
Scottrade July 2006 - February 2011
National Bank of Commerce 2001 - 2006
Skills
Asset Allocation, Asset Management, Investment Advisory, Fixed Income, Investment Strategies, Financial Risk, Financial Advisory, Valuation, Retirement, Capital Markets, Relationship Management, Bonds
Education
Auburn University 1995 — 1999
Bachelor of Science (BS), Finance, General
Sterling Bank and Synovus Securities Inc. September 2011 - Present
TD Ameritrade February 2011 - September 2011
Scottrade July 2006 - February 2011
National Bank of Commerce 2001 - 2006
Skills
Asset Allocation, Asset Management, Investment Advisory, Fixed Income, Investment Strategies, Financial Risk, Financial Advisory, Valuation, Retirement, Capital Markets, Relationship Management, Bonds
Education
Auburn University 1995 — 1999
Bachelor of Science (BS), Finance, General
Cameron Donovan Cameron Donovan's Scottrade Experience October 2014 - August 2015
Job Economics Tutor at Arizona State University
Industry
Experience
Arizona State University August 2015 - Present
Scottrade October 2014 - August 2015
Sandbar June 2013 - October 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Leadership, Organization, Time Management, Social Networking
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Science (BS), Economics
Arizona State University August 2015 - Present
Scottrade October 2014 - August 2015
Sandbar June 2013 - October 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Leadership, Organization, Time Management, Social Networking
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Science (BS), Economics
Chandra Padarthi's Scottrade Experience February 2010 - September 2010
Job Sr. Software QA Engineer
Industry Computer Software
Experience
Sabre Airline Solutions June 2014 - Present
Aclara October 2010 - May 2014
Scottrade February 2010 - September 2010
BJC HealthCare December 2009 - February 2010
Reinsurance Group of America, Incorporated March 2009 - December 2009
U.S. Bank November 2008 - January 2009
DCSI April 2007 - October 2008
Skills
SQL, Software Development, HTML, XML, Agile Methodologies, Microsoft Office, Quality Assurance, Testing, Test Planning, Test Strategy, System Testing, Test Management, Software Quality, Selenium, Scrum
Education
Manipal University
Masters, Information Technology
Andhra University
Bachelor's degree, Commerce
Sabre Airline Solutions June 2014 - Present
Aclara October 2010 - May 2014
Scottrade February 2010 - September 2010
BJC HealthCare December 2009 - February 2010
Reinsurance Group of America, Incorporated March 2009 - December 2009
U.S. Bank November 2008 - January 2009
DCSI April 2007 - October 2008
Skills
SQL, Software Development, HTML, XML, Agile Methodologies, Microsoft Office, Quality Assurance, Testing, Test Planning, Test Strategy, System Testing, Test Management, Software Quality, Selenium, Scrum
Education
Manipal University
Masters, Information Technology
Andhra University
Bachelor's degree, Commerce
Tabitha Joyce Tabitha Joyce's Scottrade Experience December 2008 - December 2009
Job Senior Financial Analyst at Spear Education
Industry Education Management
Experience
Spear Education August 2014 - July 2015
C Myers Corporation June 2012 - July 2014
Amazon.com July 2011 - June 2012
ON Semiconductor May 2010 - May 2011
Scottrade December 2008 - December 2009
Education
Arizona State University 2007 — 2011
B.S., Finance
Spear Education August 2014 - July 2015
C Myers Corporation June 2012 - July 2014
Amazon.com July 2011 - June 2012
ON Semiconductor May 2010 - May 2011
Scottrade December 2008 - December 2009
Education
Arizona State University 2007 — 2011
B.S., Finance
Tia Ramsey Tia Ramsey's Scottrade Experience February 2010 - August 2013
Job Customer Service Professional at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2013 - Present
Scottrade February 2010 - August 2013
Skills
Organization, Administrative Work, Dependable Team Player, Work Independently with..., Commitment to Customer..., Microsoft Suites, Learning Quickly, Organizational..., Customer Oriented, Financial Services, Trading, Finance, Series 7, FINRA, Relationship Management, Customer Service, Insurance, Banking
Education
Augusta State University 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Lincoln Financial Group October 2013 - Present
Scottrade February 2010 - August 2013
Skills
Organization, Administrative Work, Dependable Team Player, Work Independently with..., Commitment to Customer..., Microsoft Suites, Learning Quickly, Organizational..., Customer Oriented, Financial Services, Trading, Finance, Series 7, FINRA, Relationship Management, Customer Service, Insurance, Banking
Education
Augusta State University 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Brooke Bomboy Brooke Bomboy's Scottrade Experience September 2012 - December 2012
Job Operations Assistant at XTRA Lease LLC
Industry Transportation/Trucking/Railroad
Experience
XTRA Lease LLC January 2013 - Present
Scottrade September 2012 - December 2012
PPL Corporation March 2012 - April 2012
Berwick Brewing Company June 2011 - October 2011
Integrity Staffing Solutions November 2009 - July 2010
Heller's Gas Inc February 2009 - July 2009
Days Inn March 2007 - December 2008
The Press Room Inc October 2001 - June 2006
Skills
Excel, PowerPoint, Word, Customer Service, Microsoft Word, Advertising, Management, Marketing, Inventory, Event Management, Microsoft Excel
Education
Bloomsburg University of Pennsylvania 2006 — 2011
Bachelor of Arts, Business Economics
Georgia Perimeter College 2003 — 2006
Associate of Science, Business Administration
XTRA Lease LLC January 2013 - Present
Scottrade September 2012 - December 2012
PPL Corporation March 2012 - April 2012
Berwick Brewing Company June 2011 - October 2011
Integrity Staffing Solutions November 2009 - July 2010
Heller's Gas Inc February 2009 - July 2009
Days Inn March 2007 - December 2008
The Press Room Inc October 2001 - June 2006
Skills
Excel, PowerPoint, Word, Customer Service, Microsoft Word, Advertising, Management, Marketing, Inventory, Event Management, Microsoft Excel
Education
Bloomsburg University of Pennsylvania 2006 — 2011
Bachelor of Arts, Business Economics
Georgia Perimeter College 2003 — 2006
Associate of Science, Business Administration
Nic Terry Nic Terry's Scottrade Experience August 2009 - May 2012
Job
Industry Computer & Network Security
Experience
Acxiom January 2015 - Present
Solis June 2013 - January 2015
Rackspace June 2012 - April 2013
Scottrade August 2009 - May 2012
Lockheed Martin August 2008 - August 2009
Dillards June 2003 - August 2008
Skills
Security, Vulnerability Management, Information Assurance, Information Security..., Web Application Security, PKI, Security Awareness, Network Security, Information Security..., Information Security, Computer Security, Application Security, PCI DSS, Vulnerability Assessment, Cloud Security, Networking, Intrusion Detection, Encryption, Information Technology, Integration, VPN, IPS, Firewalls, IDS, Penetration Testing, Incident Response, Juniper, Enterprise Software, Security Architecture..., Juniper Technologies
Education
University of Arkansas at Little Rock 1999 — 2003
BA, Computers
Auburn University 1997 — 1999
Little Rock Catholic High 1993 — 1997
Acxiom January 2015 - Present
Solis June 2013 - January 2015
Rackspace June 2012 - April 2013
Scottrade August 2009 - May 2012
Lockheed Martin August 2008 - August 2009
Dillards June 2003 - August 2008
Skills
Security, Vulnerability Management, Information Assurance, Information Security..., Web Application Security, PKI, Security Awareness, Network Security, Information Security..., Information Security, Computer Security, Application Security, PCI DSS, Vulnerability Assessment, Cloud Security, Networking, Intrusion Detection, Encryption, Information Technology, Integration, VPN, IPS, Firewalls, IDS, Penetration Testing, Incident Response, Juniper, Enterprise Software, Security Architecture..., Juniper Technologies
Education
University of Arkansas at Little Rock 1999 — 2003
BA, Computers
Auburn University 1997 — 1999
Little Rock Catholic High 1993 — 1997
Sandra Hood Sandra Hood's Scottrade Experience June 2011 - Present
Job Senior Technical Writer at Scottrade
Industry Financial Services
Experience
Scottrade June 2011 - Present
Enterprise Holdings, Inc. May 2007 - May 2011
A.G. Edwards & Sons, Inc. July 2005 - April 2007
A.G. Edwards & Sons, Inc. May 2002 - June 2005
A.G. Edwards & Sons, Inc. August 2001 - April 2002
A.G. Edwards & Sons, Inc. December 2000 - August 2001
Skills
Adobe Acrobat Pro 9,..., Adobe Fireworks MX (v...., Microsoft Office 2007..., CSS, HTML, JavaScript, ..., Microsoft SharePoint..., SharePoint, Microsoft Office, Software Documentation, User Manual Development, Technical Editing, End-user manuals, Interviewing Subject..., Quick Reference Guides, Screen Capture, Snag It, Quick Start Guides, FAQ, Testing, Quality Assurance, Adobe RoboHelp 10, Camtasia Studio, User Acceptance Testing, HP Quality Center 11, Analysis, Databases, Time Management, SDLC, Adobe Acrobat, Visio, Training, Leadership, Technical Writing, Customer Satisfaction, Technical Support, Technical Documentation, Requirements Gathering, Content Management, Access, Process Improvement
Education
Lindenwood University 2008 — 2010
Master of Science (M.S.), Managing Information Technology
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Arts
Messiah College 1989 — 1990
Liberal Arts
Shamokin High School 1984 — 1989
Diploma
Scottrade June 2011 - Present
Enterprise Holdings, Inc. May 2007 - May 2011
A.G. Edwards & Sons, Inc. July 2005 - April 2007
A.G. Edwards & Sons, Inc. May 2002 - June 2005
A.G. Edwards & Sons, Inc. August 2001 - April 2002
A.G. Edwards & Sons, Inc. December 2000 - August 2001
Skills
Adobe Acrobat Pro 9,..., Adobe Fireworks MX (v...., Microsoft Office 2007..., CSS, HTML, JavaScript, ..., Microsoft SharePoint..., SharePoint, Microsoft Office, Software Documentation, User Manual Development, Technical Editing, End-user manuals, Interviewing Subject..., Quick Reference Guides, Screen Capture, Snag It, Quick Start Guides, FAQ, Testing, Quality Assurance, Adobe RoboHelp 10, Camtasia Studio, User Acceptance Testing, HP Quality Center 11, Analysis, Databases, Time Management, SDLC, Adobe Acrobat, Visio, Training, Leadership, Technical Writing, Customer Satisfaction, Technical Support, Technical Documentation, Requirements Gathering, Content Management, Access, Process Improvement
Education
Lindenwood University 2008 — 2010
Master of Science (M.S.), Managing Information Technology
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Arts
Messiah College 1989 — 1990
Liberal Arts
Shamokin High School 1984 — 1989
Diploma
John Dissauer's Scottrade Experience June 2011 - April 2013
Job Meteorologist at WTTV
Industry Broadcast Media
Experience
WTTV-TV December 2014 - Present
Sky Strategies, LLC January 2012 - Present
KOAA-TV April 2013 - December 2014
Scottrade June 2011 - April 2013
WXIN TV September 2011 - October 2011
KFVS-TV 2004 - June 2011
KFVS-TV October 1999 - June 2011
KFVS-TV October 1999 - June 2011
Cape Girardeau Regional Air Festival December 2009 - June 2010
American Diabetes Association Step Out for Diabetes 2008 - 2009
Skills
Digital Media, Social Media, Product Management, Digital Media Services, Digital Media..., Broadcast Television, Journalism, Meteorology, Publicity, Videographer, Editing, Weather, Severe Weather, Weather Radar, Public Relations, Internet Video, Podcasting, Video Podcasts, Facebook, Broadcast
Education
Ball State University 1994 — 1999
BGS, Telecommunications, Meteorology
Columbus East High School
WTTV-TV December 2014 - Present
Sky Strategies, LLC January 2012 - Present
KOAA-TV April 2013 - December 2014
Scottrade June 2011 - April 2013
WXIN TV September 2011 - October 2011
KFVS-TV 2004 - June 2011
KFVS-TV October 1999 - June 2011
KFVS-TV October 1999 - June 2011
Cape Girardeau Regional Air Festival December 2009 - June 2010
American Diabetes Association Step Out for Diabetes 2008 - 2009
Skills
Digital Media, Social Media, Product Management, Digital Media Services, Digital Media..., Broadcast Television, Journalism, Meteorology, Publicity, Videographer, Editing, Weather, Severe Weather, Weather Radar, Public Relations, Internet Video, Podcasting, Video Podcasts, Facebook, Broadcast
Education
Ball State University 1994 — 1999
BGS, Telecommunications, Meteorology
Columbus East High School
Bill Schoonmaker Bill Schoonmaker's Scottrade Experience August 2011 - August 2013
Job
Industry Information Technology and Services
Experience
First Data Corporation August 2013 - Present
Scottrade August 2011 - August 2013
Scottrade March 2010 - August 2011
Computer Research, Inc. May 2009 - March 2010
TD Ameritrade October 2007 - May 2009
TD Ameritrade April 2004 - October 2007
Ameritrade June 2001 - April 2003
Ameritrade February 1999 - June 2001
Skills
Testing, Quality Assurance, Test Cases, SDLC, Software Quality..., Requirements Analysis, Test Planning, Integration, Unix, Business Requirements, Teamwork, Software Development, Agile Methodologies, System Testing, Quality Center, SQL, Visio, Databases, Program Management, Release Management, User Acceptance Testing, Systems Analysis, Software Project..., Business Analysis, Waterfall, Requirements Gathering, Test Automation, Defect Tracking, Regression Testing, Oracle, SharePoint, Software Documentation, Analysis, Manual Testing, Performance Testing, Test Management, Microsoft SQL Server, XML, WinRunner, PMP, Data Warehousing, DB2, Agile Testing, Integration Testing, SOA, Resource Management
Education
Bellevue University 1999 — 2000
BS, MIS
Metropolitan Community College 1997 — 1999
AAS, Networking Technologies
First Data Corporation August 2013 - Present
Scottrade August 2011 - August 2013
Scottrade March 2010 - August 2011
Computer Research, Inc. May 2009 - March 2010
TD Ameritrade October 2007 - May 2009
TD Ameritrade April 2004 - October 2007
Ameritrade June 2001 - April 2003
Ameritrade February 1999 - June 2001
Skills
Testing, Quality Assurance, Test Cases, SDLC, Software Quality..., Requirements Analysis, Test Planning, Integration, Unix, Business Requirements, Teamwork, Software Development, Agile Methodologies, System Testing, Quality Center, SQL, Visio, Databases, Program Management, Release Management, User Acceptance Testing, Systems Analysis, Software Project..., Business Analysis, Waterfall, Requirements Gathering, Test Automation, Defect Tracking, Regression Testing, Oracle, SharePoint, Software Documentation, Analysis, Manual Testing, Performance Testing, Test Management, Microsoft SQL Server, XML, WinRunner, PMP, Data Warehousing, DB2, Agile Testing, Integration Testing, SOA, Resource Management
Education
Bellevue University 1999 — 2000
BS, MIS
Metropolitan Community College 1997 — 1999
AAS, Networking Technologies
Amy Kohler's Scottrade Experience August 2004 - 2013
Job Consultant Communications and Collaboration at Oakwood Systems Group
Industry Information Technology and Services
Experience
Oakwood Systems Group March 2014 - Present
Scottrade August 2004 - 2013
Skills
Disaster Recovery, DNS, Data Center, Windows Server, VMware, Active Directory, Servers, SharePoint, Virtualization, System Administration, Group Policy, Windows 7, Powershell, ITIL, Visio, Windows XP, Troubleshooting, Software Documentation
Education
Austin Peay State University 1994 — 1996
Oakwood Systems Group March 2014 - Present
Scottrade August 2004 - 2013
Skills
Disaster Recovery, DNS, Data Center, Windows Server, VMware, Active Directory, Servers, SharePoint, Virtualization, System Administration, Group Policy, Windows 7, Powershell, ITIL, Visio, Windows XP, Troubleshooting, Software Documentation
Education
Austin Peay State University 1994 — 1996
Barbara Sims's Scottrade Experience May 2006 - Present
Job iSeries Administrator Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade May 2006 - Present
Scottrade May 2006 - Present
BiltBest Windows & Patio Doors May 2003 - August 2004
Magellan Behavioral Health February 2000 - October 2002
Precoat Metals January 1997 - February 2000
Technology Management Associates August 1995 - June 1996
Skills
Disaster Recovery, SharePoint, System Administration, ITIL, Visio, Data Center, SQL, Business Analysis, Troubleshooting, Microsoft Exchange, Windows 7, Software Documentation, Technical Support, Security, Operating Systems, Databases
Education
University of Phoenix 2001 — 2004
BSBM, Business Management
Black Hawk College 1992 — 1995
Associate of Arts and Sciences (AAS), Computer Programming
Scottrade May 2006 - Present
Scottrade May 2006 - Present
BiltBest Windows & Patio Doors May 2003 - August 2004
Magellan Behavioral Health February 2000 - October 2002
Precoat Metals January 1997 - February 2000
Technology Management Associates August 1995 - June 1996
Skills
Disaster Recovery, SharePoint, System Administration, ITIL, Visio, Data Center, SQL, Business Analysis, Troubleshooting, Microsoft Exchange, Windows 7, Software Documentation, Technical Support, Security, Operating Systems, Databases
Education
University of Phoenix 2001 — 2004
BSBM, Business Management
Black Hawk College 1992 — 1995
Associate of Arts and Sciences (AAS), Computer Programming
Myron Parker's Scottrade Experience October 2004 - Present
Job Network Operations CenterSupervisor at Scottrade
Industry Information Technology and Services
Experience
Scottrade October 2004 - Present
Skills
VMware, Disaster Recovery, Active Directory, Windows Server, SharePoint, Servers, System Administration, Troubleshooting, Windows 7
Education
Alcorn State University 1992 — 1997
Scottrade October 2004 - Present
Skills
VMware, Disaster Recovery, Active Directory, Windows Server, SharePoint, Servers, System Administration, Troubleshooting, Windows 7
Education
Alcorn State University 1992 — 1997
Marius Mapp's Scottrade Experience January 2006 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - Present
Charles Schwab 1997 - 2004
Education
Florida Metropolitan University 1996 — 1998
MBA, Business Admin.
Atlantic Union College 1992 — 1996
Scottrade January 2006 - Present
Charles Schwab 1997 - 2004
Education
Florida Metropolitan University 1996 — 1998
MBA, Business Admin.
Atlantic Union College 1992 — 1996
Mazin Shukri's Scottrade Experience April 2013 - Present
Job AVP Service Center at Scottrade
Industry Financial Services
Experience
Scottrade April 2013 - Present
TIAA-CREF October 2010 - April 2013
TD Ameritrade October 2008 - October 2010
Sunnyvale First Baptist Church 2006 - 2008
Bright Financial Services 2003 - 2006
Fidelity Investments 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1993
Education
Baylor University - Hankamer School of Business 1998 — 2000
MBA, Business Administration
Springfield College 1979 — 1983
B.S., Business Management
Scottrade April 2013 - Present
TIAA-CREF October 2010 - April 2013
TD Ameritrade October 2008 - October 2010
Sunnyvale First Baptist Church 2006 - 2008
Bright Financial Services 2003 - 2006
Fidelity Investments 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1993
Education
Baylor University - Hankamer School of Business 1998 — 2000
MBA, Business Administration
Springfield College 1979 — 1983
B.S., Business Management
Jason Dacquisto's Scottrade Experience 2008 - 2013
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management April 2015 - Present
Commodities Trader 2013 - April 2015
Scottrade 2008 - 2013
Education
Belmont University 2002 — 2006
Bachelor of Business Administration (BBA)
verona
Wells Fargo Asset Management April 2015 - Present
Commodities Trader 2013 - April 2015
Scottrade 2008 - 2013
Education
Belmont University 2002 — 2006
Bachelor of Business Administration (BBA)
verona
Alex Wren's Scottrade Experience September 2008 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2008 - Present
Morgan Stanley February 2008 - September 2008
Lehman Brothers June 2004 - February 2008
Charles Schwab February 1999 - June 2004
WATERHOUSE SECURITIES June 1996 - February 1999
Skills
Asset Management, Customer Service, Management, Process Improvement, Wealth Management, Finance, Series 63, Sales, Series 7, Mutual Funds, Securities, Investment Advisory, Cross-functional Team..., Options, Bonds, Asset Allocation, ETFs, Equities
Education
Binghamton University 1993 — 1995
BS, Marketing
State University of New York at Delhi 1991 — 1993
AAS, Business Admin
Roslyn HS 1988 — 1991
Scottrade September 2008 - Present
Morgan Stanley February 2008 - September 2008
Lehman Brothers June 2004 - February 2008
Charles Schwab February 1999 - June 2004
WATERHOUSE SECURITIES June 1996 - February 1999
Skills
Asset Management, Customer Service, Management, Process Improvement, Wealth Management, Finance, Series 63, Sales, Series 7, Mutual Funds, Securities, Investment Advisory, Cross-functional Team..., Options, Bonds, Asset Allocation, ETFs, Equities
Education
Binghamton University 1993 — 1995
BS, Marketing
State University of New York at Delhi 1991 — 1993
AAS, Business Admin
Roslyn HS 1988 — 1991
Roman Yakubov's Scottrade Experience 2014 - Present
Job Business Development expert with blended expertise in sales, relationship management, product management and marketing
Industry Investment Management
Experience
Scottrade 2014 - Present
Trader/Investor 2012 - 2014
Bank of America Merrill Lynch 2011 - 2012
EWG 2010 - 2010
Natixis Global Asset Management 2008 - 2010
Capita Financial Group 2007 - 2008
Oppenheimer & Co. 2000 - 2007
Skills
Mutual Funds, Financial Services, Sales Management, Wealth Management, Finance, Asset Allocation, Financial Markets, Business Strategy, Management, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Managerial Experience, Series 7, Series 66, ETFs, Product Strategy, Closed-end Funds, Investment Strategies, Investment Advisory, New Business Development, Team Leadership, Wholesale, Project Management, Project Planning, International Marketing, International Project..., Third party distribution, RFP, RFI, Trading, Business Development, Siebel, Sage CRM, Bloomberg, Microsoft Office, Business Relationship..., DDQ, Unit Investment Trusts
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
BBA, Finance / Investments
University of Maryland University College
MBA
Scottrade 2014 - Present
Trader/Investor 2012 - 2014
Bank of America Merrill Lynch 2011 - 2012
EWG 2010 - 2010
Natixis Global Asset Management 2008 - 2010
Capita Financial Group 2007 - 2008
Oppenheimer & Co. 2000 - 2007
Skills
Mutual Funds, Financial Services, Sales Management, Wealth Management, Finance, Asset Allocation, Financial Markets, Business Strategy, Management, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Managerial Experience, Series 7, Series 66, ETFs, Product Strategy, Closed-end Funds, Investment Strategies, Investment Advisory, New Business Development, Team Leadership, Wholesale, Project Management, Project Planning, International Marketing, International Project..., Third party distribution, RFP, RFI, Trading, Business Development, Siebel, Sage CRM, Bloomberg, Microsoft Office, Business Relationship..., DDQ, Unit Investment Trusts
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
BBA, Finance / Investments
University of Maryland University College
MBA
Daniel Akerman's Scottrade Experience March 2010 - December 2013
Job Sr. Business Analyst at Reinsurance Group of America, Incorporated
Industry Insurance
Experience
Reinsurance Group of America, Incorporated December 2013 - Present
Scottrade March 2010 - December 2013
Wells Fargo Advisors August 2008 - April 2010
MetLife November 2003 - August 2008
Skills
Business Requirements, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Agile Methodologies, Business Process, Data Modeling, Business Intelligence, SQL, Software Documentation
Education
Bemidji State University 1998 — 1998
Saint Cloud State University - G.R. Herberger College of Business 1991 — 1996
BA
Reinsurance Group of America, Incorporated December 2013 - Present
Scottrade March 2010 - December 2013
Wells Fargo Advisors August 2008 - April 2010
MetLife November 2003 - August 2008
Skills
Business Requirements, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Agile Methodologies, Business Process, Data Modeling, Business Intelligence, SQL, Software Documentation
Education
Bemidji State University 1998 — 1998
Saint Cloud State University - G.R. Herberger College of Business 1991 — 1996
BA
Daniel Mackel's Scottrade Experience December 2001 - December 2003
Job Sr. Director, Product & Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Fidelity Investments January 2004 - May 2007
Scottrade December 2001 - December 2003
United States Army August 1995 - August 1998
Skills
Defined Benefit, Series 7, Retirement, Series 63, Pensions, Investments, 401k, Project Management, Mutual Funds, Sales, Business Development, Financial Services, Asset Allocation, Strategy
Education
Southern New Hampshire University 2000 — 2002
BS, Finance
Bentley University
Graduate Finance
Fidelity Investments May 2007 - Present
Fidelity Investments January 2004 - May 2007
Scottrade December 2001 - December 2003
United States Army August 1995 - August 1998
Skills
Defined Benefit, Series 7, Retirement, Series 63, Pensions, Investments, 401k, Project Management, Mutual Funds, Sales, Business Development, Financial Services, Asset Allocation, Strategy
Education
Southern New Hampshire University 2000 — 2002
BS, Finance
Bentley University
Graduate Finance
Eric Dixson's Scottrade Experience
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade
Skills
Account Management, Series 7, Microsoft Office, Process Improvement, Sales, Securities, Investments, Customer Satisfaction, Equities, Finance, Financial Analysis, Leadership, Mortgage Lending, Customer Service, Financial Services, Mutual Funds, Portfolio Management, Series 63
Education
Oakland University 1996 — 1999
Bachelors, Management
Alma College 1994 — 1996
Management
Scottrade
Skills
Account Management, Series 7, Microsoft Office, Process Improvement, Sales, Securities, Investments, Customer Satisfaction, Equities, Finance, Financial Analysis, Leadership, Mortgage Lending, Customer Service, Financial Services, Mutual Funds, Portfolio Management, Series 63
Education
Oakland University 1996 — 1999
Bachelors, Management
Alma College 1994 — 1996
Management
Arunasri Papineni's Scottrade Experience May 2008 - June 2009
Job Developer Advisor
Industry Hospital & Health Care
Experience
Anthem, Inc. December 2009 - Present
Scottrade May 2008 - June 2009
USPS December 2007 - May 2008
AT&T October 2005 - December 2007
Skills
SOA, Websphere, SDLC, DB2, Java Enterprise Edition, PL/SQL, Systems Analysis, Unix, Web Services, Requirements Analysis, Agile Methodologies, Data Warehousing
Education
Andhra University 1997 — 2000
Masters in computer applications, Computer Science
Nagarjuna University 1994 — 1997
Bachelors in Computer science, Computer Science
Anthem, Inc. December 2009 - Present
Scottrade May 2008 - June 2009
USPS December 2007 - May 2008
AT&T October 2005 - December 2007
Skills
SOA, Websphere, SDLC, DB2, Java Enterprise Edition, PL/SQL, Systems Analysis, Unix, Web Services, Requirements Analysis, Agile Methodologies, Data Warehousing
Education
Andhra University 1997 — 2000
Masters in computer applications, Computer Science
Nagarjuna University 1994 — 1997
Bachelors in Computer science, Computer Science
Chris Wacker's Scottrade Experience December 2008 - July 2009
Job Examiner at Consumer Financial Protection Bureau
Industry Financial Services
Experience
Consumer Financial Protection Bureau September 2014 - Present
Commodity Futures Trading Commission August 2009 - September 2014
Scottrade December 2008 - July 2009
Smith Barney September 2008 - December 2008
NAU Inc. February 2007 - February 2008
JPMorgan Chase March 2006 - December 2006
United States Marine Corps June 2000 - June 2004
Skills
Microsoft Office, Government, Public Speaking, Project Management, Management, Marketing, Sales, Start-ups, Analysis
Education
Northwestern University 2012 — 2014
CPA Prep Certificate, Accounting, 4.0
DePaul University 2006 — 2009
B.S. in Commerce-Finance; Minor in China Studies, 3.9
Beijing Foreign Studies University 2008 — 2008
Mandarin-Level 1
United States Marine Corps 2000 — 2000
Marine Corps Administrative School
Consumer Financial Protection Bureau September 2014 - Present
Commodity Futures Trading Commission August 2009 - September 2014
Scottrade December 2008 - July 2009
Smith Barney September 2008 - December 2008
NAU Inc. February 2007 - February 2008
JPMorgan Chase March 2006 - December 2006
United States Marine Corps June 2000 - June 2004
Skills
Microsoft Office, Government, Public Speaking, Project Management, Management, Marketing, Sales, Start-ups, Analysis
Education
Northwestern University 2012 — 2014
CPA Prep Certificate, Accounting, 4.0
DePaul University 2006 — 2009
B.S. in Commerce-Finance; Minor in China Studies, 3.9
Beijing Foreign Studies University 2008 — 2008
Mandarin-Level 1
United States Marine Corps 2000 — 2000
Marine Corps Administrative School
Marc Foti's Scottrade Experience March 2009 - September 2013
Job Financial Advisor at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. September 2013 - Present
Scottrade March 2009 - September 2013
E1 Asset Management May 2005 - August 2006
US Army May 2000 - May 2005
Skills
Investments, SAS, Series 63, Series 7, R, Microsoft Excel, SQL, Time Series Analysis, Cluster Analysis, Asset Management
Education
City University of New York-Baruch College 2009 — 2012
MS, Statistics
Queens College 2005 — 2008
BA, Economics, Political Science
Santander Bank, N.A. September 2013 - Present
Scottrade March 2009 - September 2013
E1 Asset Management May 2005 - August 2006
US Army May 2000 - May 2005
Skills
Investments, SAS, Series 63, Series 7, R, Microsoft Excel, SQL, Time Series Analysis, Cluster Analysis, Asset Management
Education
City University of New York-Baruch College 2009 — 2012
MS, Statistics
Queens College 2005 — 2008
BA, Economics, Political Science
Bruce Lundquist's Scottrade Experience October 2009 - Present
Job Siebel Engineer at Scottrade
Industry Financial Services
Experience
Scottrade October 2009 - Present
DHL February 2001 - June 2009
DHL Worldwide Express 2001 - 2009
Arizona State Department of Water Resources January 1997 - January 2000
Skills
Access, Active Directory, Business Analysis, Data Center, Databases, HP-UX, IT Service Management, Incident Management, Integration, Java, Linux, Oracle, PL/SQL, Process Improvement, Program Management, Programming, Project Management, Servers, SharePoint, Shell Scripting, Software Documentation, System Administration, Team Building, Technical Support, Testing, VMware, Vendor Management, Visio, Web Applications, Weblogic, Unix
Education
Arizona State University 1983 — 1988
BS, Environmental Resources in Agriculture
Scottrade October 2009 - Present
DHL February 2001 - June 2009
DHL Worldwide Express 2001 - 2009
Arizona State Department of Water Resources January 1997 - January 2000
Skills
Access, Active Directory, Business Analysis, Data Center, Databases, HP-UX, IT Service Management, Incident Management, Integration, Java, Linux, Oracle, PL/SQL, Process Improvement, Program Management, Programming, Project Management, Servers, SharePoint, Shell Scripting, Software Documentation, System Administration, Team Building, Technical Support, Testing, VMware, Vendor Management, Visio, Web Applications, Weblogic, Unix
Education
Arizona State University 1983 — 1988
BS, Environmental Resources in Agriculture
Joel A. Martin, MM's Scottrade Experience October 2005 - July 2006
Job Sr. Software Release Management Engineer at NACR
Industry Telecommunications
Experience
NACR February 2014 - Present
Sigma Aldrich October 2011 - January 2014
American Water August 2008 - October 2011
Anheuser-Busch January 2007 - August 2008
BJC HealthCare July 2006 - January 2007
Scottrade October 2005 - July 2006
Charter Communications June 2005 - October 2005
United States Air Force July 2002 - September 2004
Skills
Project Planning, Telecommunications, Change Management, Disaster Recovery, Process Improvement, Vendor Management, Troubleshooting, Program Management, Project Management, Business Analysis, Integration, Team Leadership, Requirements Analysis, PMP, Cross-functional Team..., Operations Management, Software Project..., IT Management, ITIL, IT Strategy, SharePoint, Software Documentation, Business Process..., Visio, SDLC, Data Center, MS Project, IT Operations, Information Technology, Security, System Administration, Business Intelligence, Active Directory, IT Service Management, Enterprise Architecture, Resource Management, Solution Architecture, Cisco Technologies, Servers, VoIP, Citrix, Windows Server, Technical Support, Network Security, Cloud Computing, Microsoft Exchange, Networking, VPN, Virtualization, Unix
Education
Fontbonne University 2010 — 2011
Master, Management
American InterContinental University 2004 — 2007
Bachelor, Information Technology
American InterContinental University 2004 — 2005
Associate, Business Administation
Community College of the Air Force 2002 — 2004
Electrical and Electronics Engineering
Mineral Area College 2000 — 2002
Electrical and Electronics Engineering
NACR February 2014 - Present
Sigma Aldrich October 2011 - January 2014
American Water August 2008 - October 2011
Anheuser-Busch January 2007 - August 2008
BJC HealthCare July 2006 - January 2007
Scottrade October 2005 - July 2006
Charter Communications June 2005 - October 2005
United States Air Force July 2002 - September 2004
Skills
Project Planning, Telecommunications, Change Management, Disaster Recovery, Process Improvement, Vendor Management, Troubleshooting, Program Management, Project Management, Business Analysis, Integration, Team Leadership, Requirements Analysis, PMP, Cross-functional Team..., Operations Management, Software Project..., IT Management, ITIL, IT Strategy, SharePoint, Software Documentation, Business Process..., Visio, SDLC, Data Center, MS Project, IT Operations, Information Technology, Security, System Administration, Business Intelligence, Active Directory, IT Service Management, Enterprise Architecture, Resource Management, Solution Architecture, Cisco Technologies, Servers, VoIP, Citrix, Windows Server, Technical Support, Network Security, Cloud Computing, Microsoft Exchange, Networking, VPN, Virtualization, Unix
Education
Fontbonne University 2010 — 2011
Master, Management
American InterContinental University 2004 — 2007
Bachelor, Information Technology
American InterContinental University 2004 — 2005
Associate, Business Administation
Community College of the Air Force 2002 — 2004
Electrical and Electronics Engineering
Mineral Area College 2000 — 2002
Electrical and Electronics Engineering
Premjit Singh's Scottrade Experience September 2013 - Present
Job MidTier Software Developer at Scottrade
Industry Computer Software
Experience
Scottrade September 2013 - Present
Esri July 2010 - September 2013
ESRI January 2010 - June 2010
North Carolina State University August 2008 - January 2010
ESRI May 2009 - August 2009
ESRI Global Sharjah June 2007 - July 2008
Skills
C#, Visual Basic, Web Applications, .NET, JavaScript, C, VB.NET
Education
North Carolina State University 2008 — 2009
Birla Institute of Technology and Science, Pilani 2003 — 2007
BE(Hons), Computer Science
Scottrade September 2013 - Present
Esri July 2010 - September 2013
ESRI January 2010 - June 2010
North Carolina State University August 2008 - January 2010
ESRI May 2009 - August 2009
ESRI Global Sharjah June 2007 - July 2008
Skills
C#, Visual Basic, Web Applications, .NET, JavaScript, C, VB.NET
Education
North Carolina State University 2008 — 2009
Birla Institute of Technology and Science, Pilani 2003 — 2007
BE(Hons), Computer Science
Branden Osburn's Scottrade Experience September 2011 - Present
Job Senior Automation Engineer at Scottrade
Industry Information Technology and Services
Experience
Scottrade September 2011 - Present
Scottrade September 2011 - Present
Asurion 2010 - September 2011
Asurion February 2010 - October 2010
Skills
SQL, Java, Testing, Visual Studio, Visio, Databases, Agile Methodologies, SDLC, Microsoft SQL Server, Visual Basic, C#, .NET
Education
Austin Peay State University 2007 — 2009
Akron High
Scottrade September 2011 - Present
Scottrade September 2011 - Present
Asurion 2010 - September 2011
Asurion February 2010 - October 2010
Skills
SQL, Java, Testing, Visual Studio, Visio, Databases, Agile Methodologies, SDLC, Microsoft SQL Server, Visual Basic, C#, .NET
Education
Austin Peay State University 2007 — 2009
Akron High
Andy Suarez's Scottrade Experience August 2015 - Present
Job Investment Consultant Trainee
Industry Financial Services
Experience
Scottrade August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Wealth Management Group May 2012 - December 2014
Wells Fargo Advisors October 2008 - May 2012
Wells Fargo April 2007 - October 2008
Skills
Wealth Management, Retirement, Portfolio Management, Investments, Financial Analysis, Customer Service, Microsoft Office, Management, Finance, Banking, Financial Services, Insurance, Credit, Sales, Risk Management, Loans, Relationship Management, Financial Planning, Retirement Planning
Education
ABA Trust School 2013 — 2015
Trust Certifications I, II
Appalachian State University 2002 — 2006
Business
West Forsyth High School
Scottrade August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Wealth Management Group May 2012 - December 2014
Wells Fargo Advisors October 2008 - May 2012
Wells Fargo April 2007 - October 2008
Skills
Wealth Management, Retirement, Portfolio Management, Investments, Financial Analysis, Customer Service, Microsoft Office, Management, Finance, Banking, Financial Services, Insurance, Credit, Sales, Risk Management, Loans, Relationship Management, Financial Planning, Retirement Planning
Education
ABA Trust School 2013 — 2015
Trust Certifications I, II
Appalachian State University 2002 — 2006
Business
West Forsyth High School
David Herron's Scottrade Experience March 2007 - December 2007
Job Investment Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Franklin University October 2012 - February 2015
Boys & Girls Clubs of Indianapolis March 2013 - January 2015
Charles Schwab January 2012 - December 2014
Charles Schwab June 2012 - August 2012
Charles Schwab November 2011 - December 2011
Charles Schwab December 2007 - December 2011
Scottrade March 2007 - December 2007
Scottrade July 2004 - March 2007
Scottrade November 2003 - July 2004
Education
Anderson University 2010 — 2012
Master of Business Administration (MBA)
Morehouse College 1992 — 1996
BA, Corporate Finance
Charles Schwab January 2015 - Present
Franklin University October 2012 - February 2015
Boys & Girls Clubs of Indianapolis March 2013 - January 2015
Charles Schwab January 2012 - December 2014
Charles Schwab June 2012 - August 2012
Charles Schwab November 2011 - December 2011
Charles Schwab December 2007 - December 2011
Scottrade March 2007 - December 2007
Scottrade July 2004 - March 2007
Scottrade November 2003 - July 2004
Education
Anderson University 2010 — 2012
Master of Business Administration (MBA)
Morehouse College 1992 — 1996
BA, Corporate Finance
Betsy Rush's Scottrade Experience January 2010 - Present
Job Investment consultant
Industry Financial Services
Experience
Scottrade January 2010 - Present
Skills
Microsoft Word, Microsoft Office, Bookkeeping, Customer Service, QuickBooks, Spreadsheets, Economics, Photoshop, Event Planning, General Ledger, Journal Entries, Peachtree, Account Reconciliation, Accounts Receivable, Accounts Payable, Microsoft Excel, PowerPoint, Social Media, Banking, Investments, Event Management, Teamwork
Education
Baker University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Kansas 2008 — 2011
Bachelor's degree, Economics
Cowley County Community College 2006 — 2008
Associate of Science (AS), Accounting
Scottrade January 2010 - Present
Skills
Microsoft Word, Microsoft Office, Bookkeeping, Customer Service, QuickBooks, Spreadsheets, Economics, Photoshop, Event Planning, General Ledger, Journal Entries, Peachtree, Account Reconciliation, Accounts Receivable, Accounts Payable, Microsoft Excel, PowerPoint, Social Media, Banking, Investments, Event Management, Teamwork
Education
Baker University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Kansas 2008 — 2011
Bachelor's degree, Economics
Cowley County Community College 2006 — 2008
Associate of Science (AS), Accounting
Anthony Arguello's Scottrade Experience April 2013 - Present
Job Middle Office
Industry Financial Services
Experience
Scottrade April 2013 - Present
Scottrade April 2009 - March 2013
Essex Dental Benefits April 2008 - June 2009
Firemans Fund Insurance Company May 1999 - December 2007
General Accident Insurance April 1997 - April 1999
CNA Insurance July 1977 - March 1997
Skills
Operations Management, Series 99 License, Change Management, Project Management, Strategic Planning, Team Building, Customer Service, Team Leadership, Leadership Development, Business Process..., Analysis, Coaching, Commercial Insurance, Data Analysis, Employee Engagement, Insurance, Leadership, Management, Microsoft Excel, Performance Management, Property, Risk Management, Training, Process Improvement
Education
American Sentinel University
Arapahoe Community College
Scottrade April 2013 - Present
Scottrade April 2009 - March 2013
Essex Dental Benefits April 2008 - June 2009
Firemans Fund Insurance Company May 1999 - December 2007
General Accident Insurance April 1997 - April 1999
CNA Insurance July 1977 - March 1997
Skills
Operations Management, Series 99 License, Change Management, Project Management, Strategic Planning, Team Building, Customer Service, Team Leadership, Leadership Development, Business Process..., Analysis, Coaching, Commercial Insurance, Data Analysis, Employee Engagement, Insurance, Leadership, Management, Microsoft Excel, Performance Management, Property, Risk Management, Training, Process Improvement
Education
American Sentinel University
Arapahoe Community College
Whitney Ellis's Scottrade Experience October 2013 - Present
Job Helping corporations uncover interesting and relevant stories to share with the outside world.
Industry Public Relations and Communications
Experience
Scottrade October 2013 - Present
Scottrade December 2011 - October 2013
Fifth Third Bancorp July 2008 - May 2011
Cincinnati Area Chapter of the American Red Cross May 2004 - July 2008
American Red Cross October 2006 - February 2007
Cox Ohio Publishing November 2002 - May 2004
Skills
Event Planning, Media Relations, Marketing Communications, Public Relations, Press Releases, Newsletters, Marketing, Community Outreach, Public Speaking, Leadership, Blogging, Social Media, Volunteer Management, Strategic Planning, Strategic Communications, Corporate Communications, Feature Articles, Strategy, Social Networking, Copywriting, Internal Communications, Budgets, Crisis Communications, Editing, Storytelling, Facebook, Event Management, Fundraising, Online Advertising, Copy Editing, AP Style, Community Development, Integrated Marketing, Online Marketing, Newspapers, Digital Marketing, Advertising, Team Leadership, Publicity, Speech Writing, Social Media Marketing, Sponsorship, Marketing Strategy, Journalism, Nonprofits, Email Marketing, Content Development, Brand Development, Content Strategy, Creative Writing
Education
Auburn University 1998 — 2002
Bachelor of Arts, Corporate Journalism
Scottrade October 2013 - Present
Scottrade December 2011 - October 2013
Fifth Third Bancorp July 2008 - May 2011
Cincinnati Area Chapter of the American Red Cross May 2004 - July 2008
American Red Cross October 2006 - February 2007
Cox Ohio Publishing November 2002 - May 2004
Skills
Event Planning, Media Relations, Marketing Communications, Public Relations, Press Releases, Newsletters, Marketing, Community Outreach, Public Speaking, Leadership, Blogging, Social Media, Volunteer Management, Strategic Planning, Strategic Communications, Corporate Communications, Feature Articles, Strategy, Social Networking, Copywriting, Internal Communications, Budgets, Crisis Communications, Editing, Storytelling, Facebook, Event Management, Fundraising, Online Advertising, Copy Editing, AP Style, Community Development, Integrated Marketing, Online Marketing, Newspapers, Digital Marketing, Advertising, Team Leadership, Publicity, Speech Writing, Social Media Marketing, Sponsorship, Marketing Strategy, Journalism, Nonprofits, Email Marketing, Content Development, Brand Development, Content Strategy, Creative Writing
Education
Auburn University 1998 — 2002
Bachelor of Arts, Corporate Journalism
Nadim Hoque's Scottrade Experience June 2015 - Present
Job Systems Support Analyst (IT) at Arizona State University
Industry Civil Engineering
Experience
Scottrade June 2015 - Present
Hoque and Associates May 2010 - Present
Hoque and Associates May 2006 - Present
Arizona State University May 2012 - June 2015
Arizona State University June 2011 - May 2012
Golden Motor USA June 2011 - August 2011
Skills
Linux, Matlab, C++, Embedded Software, Software Engineering, Python, Microcontrollers, SQL, Spacewalk, Kickstart, Red Hat Linux, C, C#, VPN, Dual Boot, Red Hat Kickstart, Red H, Red Hat Satellite, File Systems, Bash
Education
Arizona State University 2007 — 2012
Engineering, Computer Systems
Scottrade June 2015 - Present
Hoque and Associates May 2010 - Present
Hoque and Associates May 2006 - Present
Arizona State University May 2012 - June 2015
Arizona State University June 2011 - May 2012
Golden Motor USA June 2011 - August 2011
Skills
Linux, Matlab, C++, Embedded Software, Software Engineering, Python, Microcontrollers, SQL, Spacewalk, Kickstart, Red Hat Linux, C, C#, VPN, Dual Boot, Red Hat Kickstart, Red H, Red Hat Satellite, File Systems, Bash
Education
Arizona State University 2007 — 2012
Engineering, Computer Systems
Apoorva Gaddagimath's Scottrade Experience May 2012 - December 2012
Job Software Engineer at Markit On Demand
Industry Information Technology and Services
Experience
Markit August 2013 - Present
University of Colorado Denver August 2011 - Present
WebFilings February 2013 - August 2013
Scottrade May 2012 - December 2012
University Web Services January 2012 - August 2012
University of Colorado Denver August 2011 - December 2011
TechJini Solutions January 2011 - May 2011
IBM India Software Lab June 2010 - January 2011
Informatics January 2009 - February 2009
Skills
Android, Java, ASP.NET, JavaScript, Algorithms, Web Development, Web Services, Data Structures, ActionScript, Flex, C++, XML, Eclipse
Education
University of Colorado at Denver 2011 — 2013
MS, Computer
B. M. S. College of Engineering 2007 — 2011
BE, Information Science
Visvesvaraya Technological University 2007 — 2011
Bachelor of Engineering, Information Science
CPEMS 1994 — 2011
Schooling
Markit August 2013 - Present
University of Colorado Denver August 2011 - Present
WebFilings February 2013 - August 2013
Scottrade May 2012 - December 2012
University Web Services January 2012 - August 2012
University of Colorado Denver August 2011 - December 2011
TechJini Solutions January 2011 - May 2011
IBM India Software Lab June 2010 - January 2011
Informatics January 2009 - February 2009
Skills
Android, Java, ASP.NET, JavaScript, Algorithms, Web Development, Web Services, Data Structures, ActionScript, Flex, C++, XML, Eclipse
Education
University of Colorado at Denver 2011 — 2013
MS, Computer
B. M. S. College of Engineering 2007 — 2011
BE, Information Science
Visvesvaraya Technological University 2007 — 2011
Bachelor of Engineering, Information Science
CPEMS 1994 — 2011
Schooling
Kelly Dossman's Scottrade Experience October 1999 - April 2000
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2014 - Present
HD Vest March 2012 - June 2014
NFP Securities August 2007 - January 2010
NFP Securities August 2003 - August 2007
Aflac October 2002 - August 2003
1st University Credit Union March 2001 - October 2002
Nine West July 1998 - October 2000
Scottrade October 1999 - April 2000
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Advisory, Management, Investments, Life Insurance, Equities, Mutual Funds, Wealth Management, Financial Services, Finance, Fixed Income, Alternative Investments, Leadership, FINRA, Retirement, Asset Allocation, Analysis, Bonds, Insurance, Retirement Planning, ETFs, Series 24, Securities, Financial Advisory, Uniform Combined State...
Education
Baylor University 1996 — 1998
BBA, Double Major Economics and Financial Services & Planning
Mclennan Community College 1994 — 1996
Financial Planning and Services
China Spring High School 1990 — 1994
Honors
VALIC August 2014 - Present
HD Vest March 2012 - June 2014
NFP Securities August 2007 - January 2010
NFP Securities August 2003 - August 2007
Aflac October 2002 - August 2003
1st University Credit Union March 2001 - October 2002
Nine West July 1998 - October 2000
Scottrade October 1999 - April 2000
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Advisory, Management, Investments, Life Insurance, Equities, Mutual Funds, Wealth Management, Financial Services, Finance, Fixed Income, Alternative Investments, Leadership, FINRA, Retirement, Asset Allocation, Analysis, Bonds, Insurance, Retirement Planning, ETFs, Series 24, Securities, Financial Advisory, Uniform Combined State...
Education
Baylor University 1996 — 1998
BBA, Double Major Economics and Financial Services & Planning
Mclennan Community College 1994 — 1996
Financial Planning and Services
China Spring High School 1990 — 1994
Honors
Bart Schroder's Scottrade Experience August 2006 - September 2009
Job Delivery Lead at Gap Inc. (Pillar Consultant)
Industry Information Technology and Services
Experience
Gap Inc. July 2015 - Present
Community Choice Financial, Inc. July 2014 - July 2015
CAS March 2013 - July 2014
AlphaMetrix, LLC June 2012 - October 2012
Nationwide Insurance January 2011 - June 2012
DL Global Futures September 2009 - January 2011
DL Global Futures September 2009 - January 2011
Scottrade August 2006 - September 2009
American Express November 2004 - August 2006
Alltel Communications June 2000 - April 2004
Education
Stanford University 2013 — 2013
Algorithms, Design and Analysis
The Johns Hopkins University 2013 — 2013
Data Sciences, Computing for Data Analysis
Bellevue University 2000 — 2002
BS, MIS
Gap Inc. July 2015 - Present
Community Choice Financial, Inc. July 2014 - July 2015
CAS March 2013 - July 2014
AlphaMetrix, LLC June 2012 - October 2012
Nationwide Insurance January 2011 - June 2012
DL Global Futures September 2009 - January 2011
DL Global Futures September 2009 - January 2011
Scottrade August 2006 - September 2009
American Express November 2004 - August 2006
Alltel Communications June 2000 - April 2004
Education
Stanford University 2013 — 2013
Algorithms, Design and Analysis
The Johns Hopkins University 2013 — 2013
Data Sciences, Computing for Data Analysis
Bellevue University 2000 — 2002
BS, MIS
Christopher Jaynes's Scottrade Experience March 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Kathrine Hayes's Scottrade Experience January 2013 - Present
Job Senior Project Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade October 2010 - January 2013
Scottrade March 2010 - October 2010
Computer Research, Inc. January 2008 - March 2010
Computer Research, Inc. March 2006 - January 2008
Morgan Keegan 1999 - 2001
Merrill Lynch September 1998 - September 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Software Development, Data Center, SDLC, Requirements Analysis, Process Improvement, Visio, PMO, Risk Management, Vendor Management, SharePoint, PMP, SQL, Software Project..., Project Management, Agile Methodologies, MS Project, ITIL, Analysis, Quality Assurance, Microsoft Project, Project Portfolio..., Requirements Gathering, Software Documentation
Education
Texas A&M University 1994 — 1998
Bachelor of Science (BS), Sociology
Blinn College 1992 — 1994
Scottrade January 2013 - Present
Scottrade October 2010 - January 2013
Scottrade March 2010 - October 2010
Computer Research, Inc. January 2008 - March 2010
Computer Research, Inc. March 2006 - January 2008
Morgan Keegan 1999 - 2001
Merrill Lynch September 1998 - September 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Software Development, Data Center, SDLC, Requirements Analysis, Process Improvement, Visio, PMO, Risk Management, Vendor Management, SharePoint, PMP, SQL, Software Project..., Project Management, Agile Methodologies, MS Project, ITIL, Analysis, Quality Assurance, Microsoft Project, Project Portfolio..., Requirements Gathering, Software Documentation
Education
Texas A&M University 1994 — 1998
Bachelor of Science (BS), Sociology
Blinn College 1992 — 1994
Padma Patchala's Scottrade Experience February 2010 - July 2011
Job Sr QC
Industry Biotechnology
Experience
Monsanto August 2012 - Present
Scottrade February 2010 - July 2011
TALX March 2009 - February 2010
bioMerieux October 2008 - February 2010
Advanced Benefits, Wealth Outfitters & AG Edwards January 2007 - September 2007
Skills
SDLC, Software Quality..., Quality Assurance, Testing, Agile Methodologies, Quality Center, SQL, SharePoint, Test Planning, User Acceptance Testing, Selenium Testing
Education
Nagarjuna University
Bachelors, Computer Science Applications
Monsanto August 2012 - Present
Scottrade February 2010 - July 2011
TALX March 2009 - February 2010
bioMerieux October 2008 - February 2010
Advanced Benefits, Wealth Outfitters & AG Edwards January 2007 - September 2007
Skills
SDLC, Software Quality..., Quality Assurance, Testing, Agile Methodologies, Quality Center, SQL, SharePoint, Test Planning, User Acceptance Testing, Selenium Testing
Education
Nagarjuna University
Bachelors, Computer Science Applications
Camisha Reed's Scottrade Experience IT Asset ManagerCapstone Corporation2009 - 2010
Job IT Asset Manager at Scottrade
Industry Financial Services
Experience
Scottrade IT Asset ManagerCapstone Corporation2009 - 2010
SRA International 2003 - 2009
Skills
Windows Server, Vendor Management, PMP, IT Service Management, VMware, Troubleshooting, Software Documentation, IT Asset Management, Servers, Active Directory, ITIL, Service Desk, XP, Windows 7, Help Desk Support, Process Improvement, Business Analysis, BMC Remedy, Visio, IT Management, Security, Disaster Recovery
Education
Amberton University
M.B.A., Strategic Leadership
Amberton University
Project Management Certificate
Carnegie Mellon University
Columbia College
B.S., Business Administration
Scottrade IT Asset ManagerCapstone Corporation2009 - 2010
SRA International 2003 - 2009
Skills
Windows Server, Vendor Management, PMP, IT Service Management, VMware, Troubleshooting, Software Documentation, IT Asset Management, Servers, Active Directory, ITIL, Service Desk, XP, Windows 7, Help Desk Support, Process Improvement, Business Analysis, BMC Remedy, Visio, IT Management, Security, Disaster Recovery
Education
Amberton University
M.B.A., Strategic Leadership
Amberton University
Project Management Certificate
Carnegie Mellon University
Columbia College
B.S., Business Administration
Jay Fishwild's Scottrade Experience April 2010 - Present
Job Service Center Rep at Scottrade
Industry
Experience
Scottrade April 2010 - Present
Skills
Mutual Funds, Securities, Equities, Finance, FINRA, Financial Services, Fixed Income, Investments, Series 24, Series 7, Options, Series 63, Asset Allocation, ETFs, Banking, Risk Management, Financial Analysis
Education
Ashford University
Bachelors
Scottrade April 2010 - Present
Skills
Mutual Funds, Securities, Equities, Finance, FINRA, Financial Services, Fixed Income, Investments, Series 24, Series 7, Options, Series 63, Asset Allocation, ETFs, Banking, Risk Management, Financial Analysis
Education
Ashford University
Bachelors
Benjamin Kendrick's Scottrade Experience September 2011 - Present
Job Senior Business Systems Analyst at Scottrade
Industry Financial Services
Experience
Scottrade September 2011 - Present
Total System Services Inc September 2007 - September 2011
Skills
SDLC, Analysis, Testing, Management, Business Analysis, Process Improvement, Financial Services, Requirements Analysis, Visio, Business Process..., Project Management, Data Analysis, Web Services, Microsoft Excel, IT Strategy, Requirements Gathering
Education
Georgia State University 2007 — 2011
Master of Business Administration (MBA), International Business and Information Technology
Berry College 2003 — 2007
Bachelor of Science, Economics
Scottrade September 2011 - Present
Total System Services Inc September 2007 - September 2011
Skills
SDLC, Analysis, Testing, Management, Business Analysis, Process Improvement, Financial Services, Requirements Analysis, Visio, Business Process..., Project Management, Data Analysis, Web Services, Microsoft Excel, IT Strategy, Requirements Gathering
Education
Georgia State University 2007 — 2011
Master of Business Administration (MBA), International Business and Information Technology
Berry College 2003 — 2007
Bachelor of Science, Economics
Dirk Rader's Scottrade Experience May 2012 - Present
Job Senior Stockbroker at Scottrade
Industry Oil & Energy
Experience
Scottrade May 2012 - Present
Koch Industries February 2012 - May 2012
Scottrade December 2009 - February 2012
Scottrade November 2007 - December 2009
Scottrade August 2004 - November 2007
Scottrade June 2003 - August 2004
Skills
Options, Series 7, Securities, Trading, Equities, Investments, Series 63, Series 24, Bonds
Education
Wichita State University 2000 — 2004
Bachelor's of Business Administration, Finance
Allen County Community College
Scottrade May 2012 - Present
Koch Industries February 2012 - May 2012
Scottrade December 2009 - February 2012
Scottrade November 2007 - December 2009
Scottrade August 2004 - November 2007
Scottrade June 2003 - August 2004
Skills
Options, Series 7, Securities, Trading, Equities, Investments, Series 63, Series 24, Bonds
Education
Wichita State University 2000 — 2004
Bachelor's of Business Administration, Finance
Allen County Community College
Jeffrey Mamone's Scottrade Experience July 2013 - April 2014
Job Digital Product Analyst at SunTrust
Industry Financial Services
Experience
SunTrust April 2015 - Present
FIS July 2014 - April 2015
Reliance Trust Company April 2014 - April 2015
Scottrade July 2013 - April 2014
United China Glass Company January 2009 - November 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Banking, Finance, Sales, Outlook
Education
Georgia State University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Georgia State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Auburn University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
SunTrust April 2015 - Present
FIS July 2014 - April 2015
Reliance Trust Company April 2014 - April 2015
Scottrade July 2013 - April 2014
United China Glass Company January 2009 - November 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Banking, Finance, Sales, Outlook
Education
Georgia State University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Georgia State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Auburn University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Ray Cloutier's Scottrade Experience April 2002 - Present
Job Branch Manager
Industry Financial Services
Experience
Scottrade April 2002 - Present
Hesser College September 2010 - September 2013
Skills
Financial Reporting, Financial Analysis, Finance, Auditing, Accounting
Education
Southern NH University 2008 — 2010
Master of Science (MS), Accounting, 3.5
Southern NH University 2006 — 2008
Master of Science (MS), Finance, General, 3.45
Southern NH University 1993 — 1995
Master of Business Administration (MBA), Finance, 3.45
Assumption College 1985 — 1989
Bachelor's degree, Psychology
Scottrade April 2002 - Present
Hesser College September 2010 - September 2013
Skills
Financial Reporting, Financial Analysis, Finance, Auditing, Accounting
Education
Southern NH University 2008 — 2010
Master of Science (MS), Accounting, 3.5
Southern NH University 2006 — 2008
Master of Science (MS), Finance, General, 3.45
Southern NH University 1993 — 1995
Master of Business Administration (MBA), Finance, 3.45
Assumption College 1985 — 1989
Bachelor's degree, Psychology
Trevor Sullivan's Scottrade Experience June 2008 - October 2010
Job Support
Industry Information Technology and Services
Experience
Big River Broadband July 2012 - Present
Scottrade June 2008 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Project Management
Education
Missouri Tech 2004 — 2008
Bachelor of Science (BS), Network Administration and Security
Big River Broadband July 2012 - Present
Scottrade June 2008 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Project Management
Education
Missouri Tech 2004 — 2008
Bachelor of Science (BS), Network Administration and Security
Dustin Langel's Scottrade Experience December 2014 - Present
Job Scottrade End User Technology Desktop Support
Industry Information Technology and Services
Experience
Scottrade December 2014 - Present
Charter Communications June 2004 - December 2014
Skills
Troubleshooting
Education
Vatterott College 2003 — 2005
Associate's degree, Computer Science
Rolla Technical Institute 2002 — 2003
Computer Science
Scottrade December 2014 - Present
Charter Communications June 2004 - December 2014
Skills
Troubleshooting
Education
Vatterott College 2003 — 2005
Associate's degree, Computer Science
Rolla Technical Institute 2002 — 2003
Computer Science
Rodney Hazelton's Scottrade Experience September 2012 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2012 - Present
Scottrade December 2008 - September 2012
Ameritas July 2008 - December 2008
Edward Jones August 2007 - April 2008
CBIZ Network Solutions October 2000 - August 2007
Skills
Series 7, Investments, Financial Analysis, Series 63, Mutual Funds, Equities, Securities, Banking, Portfolio Management, Risk Management, Finance, Strategic Financial..., Options, Wealth Management, Credit, Trading, Loans, Fixed Income, Financial Markets, Retirement Planning, Financial Services, Asset Management
Education
Bellevue University
Scottrade September 2012 - Present
Scottrade December 2008 - September 2012
Ameritas July 2008 - December 2008
Edward Jones August 2007 - April 2008
CBIZ Network Solutions October 2000 - August 2007
Skills
Series 7, Investments, Financial Analysis, Series 63, Mutual Funds, Equities, Securities, Banking, Portfolio Management, Risk Management, Finance, Strategic Financial..., Options, Wealth Management, Credit, Trading, Loans, Fixed Income, Financial Markets, Retirement Planning, Financial Services, Asset Management
Education
Bellevue University
Ekta Jain's Scottrade Experience February 2012 - May 2013
Job Business Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2013 - Present
Scottrade February 2012 - May 2013
Fidelity Investments October 2010 - February 2012
Thompson Financial November 2009 - September 2010
Ocwen Financial Solutions September 2007 - August 2009
Skills
RequisitePro, MS Project, MS Excel Pivot Tables, Microsoft Office, Microsoft Word, UML, Ubuntu, Microsoft Excel, IBM Rational Tools, Quality Center, MS-DOS, Microsoft Project, Business Analysis, SDLC
Education
Stratford University 2014 — 2014
Master's Degree, Management Information Systems, General, 4.0
Institute of Company Secretaries of India 2009 — 2012
Company Secretary- Pursuing Final
M.O.P. Vaishnav College For Women 2006 — 2009
Bachelor's Degree, Business Administration and Management, General
Northern Trust Corporation June 2013 - Present
Scottrade February 2012 - May 2013
Fidelity Investments October 2010 - February 2012
Thompson Financial November 2009 - September 2010
Ocwen Financial Solutions September 2007 - August 2009
Skills
RequisitePro, MS Project, MS Excel Pivot Tables, Microsoft Office, Microsoft Word, UML, Ubuntu, Microsoft Excel, IBM Rational Tools, Quality Center, MS-DOS, Microsoft Project, Business Analysis, SDLC
Education
Stratford University 2014 — 2014
Master's Degree, Management Information Systems, General, 4.0
Institute of Company Secretaries of India 2009 — 2012
Company Secretary- Pursuing Final
M.O.P. Vaishnav College For Women 2006 — 2009
Bachelor's Degree, Business Administration and Management, General
Kristin Draper's Scottrade Experience September 2013 - December 2014
Job Walmart Logistics Operations
Industry Financial Services
Experience
Walmart Regional Operations Center June 2015 - Present
Miami Valley Hospital June 2011 - Present
U.S. Bank May 2011 - June 2015
Scottrade September 2013 - December 2014
Skills
Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Access, Microsoft Word, Microsoft Office, Outlook, Data Analysis, Leadership, Time Management, Process Improvement, Strategic Financial..., Risk Management, Analysis, Accounting, Insurance, Teamwork, Data Entry, Healthcare
Education
Central State University 2013 — 2015
Bachelor's degree, Finance, General
Alabama Agricultural and Mechanical University 2008 — 2010
Finance, General
Walmart Regional Operations Center June 2015 - Present
Miami Valley Hospital June 2011 - Present
U.S. Bank May 2011 - June 2015
Scottrade September 2013 - December 2014
Skills
Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Access, Microsoft Word, Microsoft Office, Outlook, Data Analysis, Leadership, Time Management, Process Improvement, Strategic Financial..., Risk Management, Analysis, Accounting, Insurance, Teamwork, Data Entry, Healthcare
Education
Central State University 2013 — 2015
Bachelor's degree, Finance, General
Alabama Agricultural and Mechanical University 2008 — 2010
Finance, General
John Masi's Scottrade Experience December 2013 - Present
Job Member AMEX, NYBOT, NYSE Trade Execution
Industry
Experience
Scottrade December 2013 - Present
Money Show January 2013 - October 2013
Sunset Trading January 2006 - January 2012
Dapco Brokerage - New York Board of Trade January 2003 - January 2006
First Options of Chicago / Goldmen Sachs / Amex January 2000 - January 2003
Skills
Stocks, Options, Bonds..., Accounting, Mutual Funds, FINRA, Microsoft Office, Customer Service, Sales, Account Management, Options, Sales Management, Brokerage, Hedge Funds, Financial Accounting, Investment Strategies, Equities, Financial Markets, Trading, Risk Management, Trade Shows, Foreign Exchange, Currency, Technical Analysis, Online Advertising, Investments, Trading Systems, Contract Negotiation, Lead Generation, Financial Analysis, Asset Management, Equity Trading, Banking, Finance
Education
City University of New York-Baruch College
Finance Accounting
Scottrade December 2013 - Present
Money Show January 2013 - October 2013
Sunset Trading January 2006 - January 2012
Dapco Brokerage - New York Board of Trade January 2003 - January 2006
First Options of Chicago / Goldmen Sachs / Amex January 2000 - January 2003
Skills
Stocks, Options, Bonds..., Accounting, Mutual Funds, FINRA, Microsoft Office, Customer Service, Sales, Account Management, Options, Sales Management, Brokerage, Hedge Funds, Financial Accounting, Investment Strategies, Equities, Financial Markets, Trading, Risk Management, Trade Shows, Foreign Exchange, Currency, Technical Analysis, Online Advertising, Investments, Trading Systems, Contract Negotiation, Lead Generation, Financial Analysis, Asset Management, Equity Trading, Banking, Finance
Education
City University of New York-Baruch College
Finance Accounting
Dylan Walters's Scottrade Experience October 2013 - Present
Job Branch Intern at Scottrade
Industry Financial Services
Experience
Scottrade October 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Customer Service, Real Estate
Education
City University of New York-Baruch College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
City University of New York-Brooklyn College 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Kingsborough Community College 2012 — 2013
Associate's degree, Business Administration and Management, General
Scottrade October 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Customer Service, Real Estate
Education
City University of New York-Baruch College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
City University of New York-Brooklyn College 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Kingsborough Community College 2012 — 2013
Associate's degree, Business Administration and Management, General
Chris Melnick's Scottrade Experience February 2014 - Present
Job Solutions Architect at Scottrade
Industry Financial Services
Experience
Scottrade February 2014 - Present
Scottrade March 2013 - February 2014
Scottrade November 2011 - March 2013
Scottrade January 2009 - November 2011
Scottrade January 2008 - December 2008
Boeing October 2004 - January 2008
CSC September 2001 - September 2004
National Board of Medical Examiners January 2001 - May 2001
Skills
Agile Methodologies, SOA, Web Services, C#, Solution Architecture, .NET, WCF, Software Development, Java, ASP.NET, Visual Studio, TFS, Visio, Perl, JavaScript
Education
Washington University in St. Louis 2005 — 2009
Master’s Degree, Computer Science
Andrews University 1996 — 2000
Bachelor’s Degree, Computer Science
Scottrade February 2014 - Present
Scottrade March 2013 - February 2014
Scottrade November 2011 - March 2013
Scottrade January 2009 - November 2011
Scottrade January 2008 - December 2008
Boeing October 2004 - January 2008
CSC September 2001 - September 2004
National Board of Medical Examiners January 2001 - May 2001
Skills
Agile Methodologies, SOA, Web Services, C#, Solution Architecture, .NET, WCF, Software Development, Java, ASP.NET, Visual Studio, TFS, Visio, Perl, JavaScript
Education
Washington University in St. Louis 2005 — 2009
Master’s Degree, Computer Science
Andrews University 1996 — 2000
Bachelor’s Degree, Computer Science
George Loeffler's Scottrade Experience 2000 - 2004
Job Regional Manager at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank