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.
Scottrade Salaries. You can even request information on how much does Scottrade pay if you want to. Learn about salaries, pros and cons of working for Scottrade directly from the past employees.
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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
Jordan Ramsland Jordan Ramsland's Scottrade Experience December 2009 - May 2011
Job Sales Operations Associate
Industry Information Technology and Services
Experience
First Trust September 2013 - Present
One North Interactive / Thomson Reuters August 2011 - September 2013
Scottrade December 2009 - May 2011
Whitnell & Company 2011 - 2011
Skills
Financial Analysis, Accounting, Microsoft Office, Finance, Microsoft Excel, Analysis, Pivot Tables, Technical Analysis, Project Management, Software Project..., CRM, Management, Consulting, Business Development, Budgets, PowerPoint
Education
Palm Beach Atlantic University 2007 — 2011
Finance, Finance, Accounting, Economics
First Trust September 2013 - Present
One North Interactive / Thomson Reuters August 2011 - September 2013
Scottrade December 2009 - May 2011
Whitnell & Company 2011 - 2011
Skills
Financial Analysis, Accounting, Microsoft Office, Finance, Microsoft Excel, Analysis, Pivot Tables, Technical Analysis, Project Management, Software Project..., CRM, Management, Consulting, Business Development, Budgets, PowerPoint
Education
Palm Beach Atlantic University 2007 — 2011
Finance, Finance, Accounting, Economics
Adriane Scott's Scottrade Experience November 2011 - January 2012
Job IT Consultant (for KForce) at AnheuserBusch
Industry Information Technology and Services
Experience
Anheuser-Busch May 2015 - Present
Charter Communications July 2014 - October 2014
Mercy March 2014 - June 2014
US Bank Home Mortgages September 2013 - January 2014
USDA September 2013 - December 2013
Monsanto Company February 2012 - June 2012
Scottrade November 2011 - January 2012
U.S. Bank July 2011 - October 2011
Protective Life February 2009 - July 2011
Aclara January 2008 - January 2009
Skills
Technical Writing, Visio, Requirements Gathering, RoboHelp, Business Analysis, Technical Documentation, Software Documentation, Microsoft Word, SharePoint, Microsoft Excel, End-user manuals, Technical Editing, SharePoint..., Workflow Diagrams, SnagIt, Elicitation, SDLC, Documentation, Testing, Training, Databases
Education
Southern Illinois University, Edwardsville
Master's degree, English Language and Literature
Purdue University
Bachelor of Arts, English Language and Literature
Anheuser-Busch May 2015 - Present
Charter Communications July 2014 - October 2014
Mercy March 2014 - June 2014
US Bank Home Mortgages September 2013 - January 2014
USDA September 2013 - December 2013
Monsanto Company February 2012 - June 2012
Scottrade November 2011 - January 2012
U.S. Bank July 2011 - October 2011
Protective Life February 2009 - July 2011
Aclara January 2008 - January 2009
Skills
Technical Writing, Visio, Requirements Gathering, RoboHelp, Business Analysis, Technical Documentation, Software Documentation, Microsoft Word, SharePoint, Microsoft Excel, End-user manuals, Technical Editing, SharePoint..., Workflow Diagrams, SnagIt, Elicitation, SDLC, Documentation, Testing, Training, Databases
Education
Southern Illinois University, Edwardsville
Master's degree, English Language and Literature
Purdue University
Bachelor of Arts, English Language and Literature
Christopher M. Johnson's Scottrade Experience January 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade June 2014 - January 2015
Scottrade May 2013 - June 2014
Roosevelt University & Chicago Institute of Social Entrepreneurship August 2013 - December 2013
McGrath Acura of Downtown Chicago September 2012 - June 2013
Stateline Staffing Services February 2007 - August 2012
Rock Valley Publishing LLC. May 2006 - February 2012
Accra Industries September 2008 - May 2011
Lone Star Steakhouse September 2010 - February 2011
Skills
Time Management, Microsoft Excel, Customer Service, Microsoft Word, Customer Satisfaction, Finance, Microsoft Office, Sales, Recruiting, Outlook, Investments, Cash Handling Experience, Customer Retention, Auto Racing, Social Entrepreneurship, Staffing Services, Peachtree, Stock Market, Training, Business Strategy, Leadership, Project Management, Bloomberg Terminal, Technical Analysis, Payroll, Fundraising, Employee Training, Options, Margin, Superior Client Service, Client Services, Series 7, Series 63, Financial Analysis, Portfolio Management, Research, Team Building, Mutual Funds, Banking, Financial Services
Education
Roosevelt University 2012 — 2014
Bach of Sci in Business Admin, Finance
Rock Valley College 2009 — 2011
Associate of Arts (A.A.), General Studies
Hononegah High School 2005 — 2009
High School Diploma
Scottrade January 2015 - Present
Scottrade June 2014 - January 2015
Scottrade May 2013 - June 2014
Roosevelt University & Chicago Institute of Social Entrepreneurship August 2013 - December 2013
McGrath Acura of Downtown Chicago September 2012 - June 2013
Stateline Staffing Services February 2007 - August 2012
Rock Valley Publishing LLC. May 2006 - February 2012
Accra Industries September 2008 - May 2011
Lone Star Steakhouse September 2010 - February 2011
Skills
Time Management, Microsoft Excel, Customer Service, Microsoft Word, Customer Satisfaction, Finance, Microsoft Office, Sales, Recruiting, Outlook, Investments, Cash Handling Experience, Customer Retention, Auto Racing, Social Entrepreneurship, Staffing Services, Peachtree, Stock Market, Training, Business Strategy, Leadership, Project Management, Bloomberg Terminal, Technical Analysis, Payroll, Fundraising, Employee Training, Options, Margin, Superior Client Service, Client Services, Series 7, Series 63, Financial Analysis, Portfolio Management, Research, Team Building, Mutual Funds, Banking, Financial Services
Education
Roosevelt University 2012 — 2014
Bach of Sci in Business Admin, Finance
Rock Valley College 2009 — 2011
Associate of Arts (A.A.), General Studies
Hononegah High School 2005 — 2009
High School Diploma
Brittany Ristila MBA's Scottrade Experience April 2010 - December 2010
Job Financial Operations Coordinator at Resources for Human Development
Industry International Trade and Development
Experience
Resources for Human Development June 2013 - Present
West Philadelphia Financial Services Institution September 2012 - June 2013
Burlington Coat Factory July 2011 - June 2012
Scottrade April 2010 - December 2010
Skills
Management, Retail, Analysis, Marketing Strategy, Strategy, Marketing, Data Analysis, Research
Education
Philadelphia University 2012 — 2013
Master of Business Administration (M.B.A.)
Philadelphia University 2007 — 2011
B.S. International Business, International Business, Finance
Resources for Human Development June 2013 - Present
West Philadelphia Financial Services Institution September 2012 - June 2013
Burlington Coat Factory July 2011 - June 2012
Scottrade April 2010 - December 2010
Skills
Management, Retail, Analysis, Marketing Strategy, Strategy, Marketing, Data Analysis, Research
Education
Philadelphia University 2012 — 2013
Master of Business Administration (M.B.A.)
Philadelphia University 2007 — 2011
B.S. International Business, International Business, Finance
Vincent Primavera's Scottrade Experience August 2015 - Present
Job Investment Consultant at Scottrade
Industry Investment Management
Experience
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
John Soebbing John Soebbing's Scottrade Experience May 2015 - Present
Job Senior Vice President, Chief Procurement Officer at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
Tyco International Management Company November 2013 - December 2014
Raymond James September 2009 - November 2013
Thomson Reuters April 2008 - July 2009
The Thomson Corporation March 2007 - April 2008
Thomson Financial LLC August 2002 - March 2007
Cap Gemini Ernst & Young June 1998 - August 2002
AEC Engineering September 1995 - October 1996
CH2M HILL May 1986 - September 1995
Skills
Vendor Management, Contract Negotiation, Process Improvement, Change Management, Procurement, Sourcing, Management, Financial Services, Strategic Sourcing, Strategic Planning, Project Management, Contract Management, Consulting, Outsourcing, Spend Analysis, E-procurement, Acquisition Integration, Purchasing, Business Process, Negotiation, Training, Supply Management, Business Process..., Cross-functional Team..., Finance, Strategy, Sales, Pricing, Forecasting, Supply Chain Management, Team Building, Risk Management, Leadership, Program Management, Enterprise Software, IT Sourcing
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Operations, Marketing
Oklahoma State University 1980 — 1986
BS, Chemical Engineering
Scottrade May 2015 - Present
Tyco International Management Company November 2013 - December 2014
Raymond James September 2009 - November 2013
Thomson Reuters April 2008 - July 2009
The Thomson Corporation March 2007 - April 2008
Thomson Financial LLC August 2002 - March 2007
Cap Gemini Ernst & Young June 1998 - August 2002
AEC Engineering September 1995 - October 1996
CH2M HILL May 1986 - September 1995
Skills
Vendor Management, Contract Negotiation, Process Improvement, Change Management, Procurement, Sourcing, Management, Financial Services, Strategic Sourcing, Strategic Planning, Project Management, Contract Management, Consulting, Outsourcing, Spend Analysis, E-procurement, Acquisition Integration, Purchasing, Business Process, Negotiation, Training, Supply Management, Business Process..., Cross-functional Team..., Finance, Strategy, Sales, Pricing, Forecasting, Supply Chain Management, Team Building, Risk Management, Leadership, Program Management, Enterprise Software, IT Sourcing
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Operations, Marketing
Oklahoma State University 1980 — 1986
BS, Chemical Engineering
Michael Anthony Smith's Scottrade Experience February 2014 - Present
Job Scottrade
Industry Financial Services
Experience
Scottrade February 2014 - Present
Monsoon Charities, Inc. April 2012 - January 2013
The Bulbulir Basa Orphanage June 2011 - August 2011
Education
Portland State University
B.S., Political Science
Portland State University
B.S., Community Development
Lake Oswego High School
Scottrade February 2014 - Present
Monsoon Charities, Inc. April 2012 - January 2013
The Bulbulir Basa Orphanage June 2011 - August 2011
Education
Portland State University
B.S., Political Science
Portland State University
B.S., Community Development
Lake Oswego High School
Kyle Beckel Kyle Beckel's Scottrade Experience April 2012 - January 2013
Job Investor Reporting Analyst at MidFirst Bank
Industry Banking
Experience
MidFirst Bank May 2014 - Present
University and Community Federal Credit Union August 2013 - May 2014
YMCA OF GREATER OKLAHOMA CITY May 2011 - August 2013
Scottrade April 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, Finance
Education
Oklahoma State University 2014 — 2016
Master of Business Administration (M.B.A.)
Oklahoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
MidFirst Bank May 2014 - Present
University and Community Federal Credit Union August 2013 - May 2014
YMCA OF GREATER OKLAHOMA CITY May 2011 - August 2013
Scottrade April 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, Finance
Education
Oklahoma State University 2014 — 2016
Master of Business Administration (M.B.A.)
Oklahoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Amber Collier's Scottrade Experience November 2011 - January 2015
Job Intern at Scottrade
Industry Financial Services
Experience
T.Y. Lin International March 2015 - Present
Scottrade November 2011 - January 2015
JCPenney May 2010 - September 2012
First Trust Credit Union September 2009 - August 2010
The Wendy's Company April 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Cashiering, Secretarial Skills, Internet, Database Queries, Banking, Outlook, Investments
Education
Purdue University Calumet 2012 — 2014
Bachelor's degree, Accounting and Finance
T.Y. Lin International March 2015 - Present
Scottrade November 2011 - January 2015
JCPenney May 2010 - September 2012
First Trust Credit Union September 2009 - August 2010
The Wendy's Company April 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Cashiering, Secretarial Skills, Internet, Database Queries, Banking, Outlook, Investments
Education
Purdue University Calumet 2012 — 2014
Bachelor's degree, Accounting and Finance
Kaitlyn Moore's Scottrade Experience October 2014 - Present
Job Financial Services Representative at Scottrade
Industry Medical Practice
Experience
Scottrade October 2014 - Present
Webster Eye Care March 2014 - October 2014
Warson Optics April 2013 - March 2014
Dry Clean Spot February 2012 - January 2013
Skills
Office Administration, Management, Front Office, Customer Service, Time Management, Healthcare, Investments, Chat, Email, Social Media
Education
Rockhurst University 2007 — 2011
Bachelor of Science (BS), Psychology
Incarnate Word Academy 2005 — 2007
Scottrade October 2014 - Present
Webster Eye Care March 2014 - October 2014
Warson Optics April 2013 - March 2014
Dry Clean Spot February 2012 - January 2013
Skills
Office Administration, Management, Front Office, Customer Service, Time Management, Healthcare, Investments, Chat, Email, Social Media
Education
Rockhurst University 2007 — 2011
Bachelor of Science (BS), Psychology
Incarnate Word Academy 2005 — 2007
Alex Hensler Alex Hensler's Scottrade Experience October 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Scottrade September 2013 - May 2014
Carcierge Valet March 2011 - September 2013
Skills
Series 7, Series 63, Close Attention to..., Customer Service, Motivated self-starter, Highly Reliable, Teamwork, Team Leadership, Supervisory Experience, Stock Market, Social Media, Event Planning, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Public Speaking, English, CRM
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.) in Economics, Entrepreneurship Minor
University of Rhode Island - College of Business Administration 2008 — 2010
Bachelor of Science (B.S.), Accounting
Scottrade October 2014 - Present
Scottrade September 2013 - May 2014
Carcierge Valet March 2011 - September 2013
Skills
Series 7, Series 63, Close Attention to..., Customer Service, Motivated self-starter, Highly Reliable, Teamwork, Team Leadership, Supervisory Experience, Stock Market, Social Media, Event Planning, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Public Speaking, English, CRM
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.) in Economics, Entrepreneurship Minor
University of Rhode Island - College of Business Administration 2008 — 2010
Bachelor of Science (B.S.), Accounting
Juliette (Losapio) Schmidt Juliette (Losapio) Schmidt's Scottrade Experience 2010 - July 2011
Job Digital Marketing Manager at Drury Hotels
Industry Public Relations and Communications
Experience
Drury Hotels October 2013 - Present
Logan University July 2011 - October 2013
Scottrade 2010 - July 2011
Pi Beta Phi Fraternity January 2008 - August 2010
Nestle Purina May 2007 - January 2008
Fleishman-Hillard May 2006 - September 2006
Skills
Social Media, Writing, Corporate Blogging, Web Content Management, Blog Management, Online Video, Social Media Marketing, Magazine Writing, Web Editing, copy editing, Copywriting, SEO copywriting, Marketing Communications, Copy Editing, Corporate Communications, Strategic Communications, Marketing, Media Relations, SEO, Magazines, Press Releases, Facebook, Blogging Software, Web Video, Blogging, YouTube, Video, AP Style, Social Media Measurement, Multimedia, Editing, Social Networking, Content Strategy
Education
Rockhurst University
Bachelor of Arts, Business Communication
David H. Hickman High School
Drury Hotels October 2013 - Present
Logan University July 2011 - October 2013
Scottrade 2010 - July 2011
Pi Beta Phi Fraternity January 2008 - August 2010
Nestle Purina May 2007 - January 2008
Fleishman-Hillard May 2006 - September 2006
Skills
Social Media, Writing, Corporate Blogging, Web Content Management, Blog Management, Online Video, Social Media Marketing, Magazine Writing, Web Editing, copy editing, Copywriting, SEO copywriting, Marketing Communications, Copy Editing, Corporate Communications, Strategic Communications, Marketing, Media Relations, SEO, Magazines, Press Releases, Facebook, Blogging Software, Web Video, Blogging, YouTube, Video, AP Style, Social Media Measurement, Multimedia, Editing, Social Networking, Content Strategy
Education
Rockhurst University
Bachelor of Arts, Business Communication
David H. Hickman High School
Jason Zizzo's Scottrade Experience October 2010 - May 2011
Job Analytics Consultant at Blue Cross and Blue Shield of Texas
Industry Research
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - Present
Hughes Springs ISD August 2011 - July 2012
Scottrade October 2010 - May 2011
US Army August 2005 - August 2009
Skills
Economics, Predictive Analytics, Econometrics, Statistics, Research, Data Mining, Strategic Planning, Teaching, Microsoft Office, XLMiner, Stata, IBM SPSS Modeler, SAS, R, Photoshop, SQL, Teradata, SQL Server Management..., Budgets, Public Speaking, Customer Service, Data Analysis
Education
Southern Methodist University 2012 — 2013
M.A. in Applied Economics, Economics
University of North Texas 2009 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Panola College 2004 — 2005
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - Present
Hughes Springs ISD August 2011 - July 2012
Scottrade October 2010 - May 2011
US Army August 2005 - August 2009
Skills
Economics, Predictive Analytics, Econometrics, Statistics, Research, Data Mining, Strategic Planning, Teaching, Microsoft Office, XLMiner, Stata, IBM SPSS Modeler, SAS, R, Photoshop, SQL, Teradata, SQL Server Management..., Budgets, Public Speaking, Customer Service, Data Analysis
Education
Southern Methodist University 2012 — 2013
M.A. in Applied Economics, Economics
University of North Texas 2009 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Panola College 2004 — 2005
Brian Noll Brian Noll's Scottrade Experience March 2011 - June 2012
Job Financial Analyst at Pearson
Industry Financial Services
Experience
Pearson January 2015 - Present
Flash Global Logistics Inc. September 2012 - December 2014
Scottrade March 2011 - June 2012
Ramapo College of New Jersey October 2010 - April 2011
Morris School District June 2008 - September 2010
Sears Hardware November 2007 - June 2008
Education
Ramapo College of New Jersey 2014 — 2016
Master of Business Administration (MBA)
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science
Pearson January 2015 - Present
Flash Global Logistics Inc. September 2012 - December 2014
Scottrade March 2011 - June 2012
Ramapo College of New Jersey October 2010 - April 2011
Morris School District June 2008 - September 2010
Sears Hardware November 2007 - June 2008
Education
Ramapo College of New Jersey 2014 — 2016
Master of Business Administration (MBA)
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science
Ravi Teja Prabhala Venkata Ravi Teja Prabhala Venkata's Scottrade Experience May 2015 - Present
Job Senior Web Developer at Scottrade
Industry Information Technology and Services
Experience
Scottrade May 2015 - Present
New Balance January 2015 - May 2015
Wells Fargo July 2013 - November 2014
Wells Fargo July 2012 - June 2013
Infosys Technologies Ltd June 2009 - July 2012
Skills
.NET, C#, Microsoft SQL Server, ms sql, ADO.NET, ASP.NET MVC, Web Services, WCF, PL/SQL, SSIS, SSRS, Entity Framework, LINQ, Hadoop, jQuery, angular JS, signalR, Informatica, ASP.NET, JavaScript, SQL, Windows Azure, SQL Azure, Agile Methodologies, SDLC, Requirements Analysis, Scrum
Education
Osmania University 2005 — 2009
B.E, Computer Science, Distinction
Scottrade May 2015 - Present
New Balance January 2015 - May 2015
Wells Fargo July 2013 - November 2014
Wells Fargo July 2012 - June 2013
Infosys Technologies Ltd June 2009 - July 2012
Skills
.NET, C#, Microsoft SQL Server, ms sql, ADO.NET, ASP.NET MVC, Web Services, WCF, PL/SQL, SSIS, SSRS, Entity Framework, LINQ, Hadoop, jQuery, angular JS, signalR, Informatica, ASP.NET, JavaScript, SQL, Windows Azure, SQL Azure, Agile Methodologies, SDLC, Requirements Analysis, Scrum
Education
Osmania University 2005 — 2009
B.E, Computer Science, Distinction
Mark Hatlan's Scottrade Experience August 2014 - Present
Job AVP, Digital Trader Technology Solutions at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
Scivantage April 2013 - August 2014
Musicians Revolutionary Network January 2012 - January 2014
TradeKing September 2006 - March 2013
Advisen Ltd. August 2003 - July 2006
Luminetik Animation & Games Studio May 1999 - February 2003
abc school supply 1998 - 2002
Skills
Project Management, Team Leadership, Product Development, Series 7, Series 24, Series 63, User Interface Design, FINRA, Scrum, Agile Methodologies, Cross-functional Team..., Change Control, Change Management, Stock Trading, Software Quality..., Production Support, Series 4, Risk Management, Testing, Quality Assurance, Equities, Strategy
Education
Pratt Institute 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Computer Graphics
Scottrade August 2014 - Present
Scivantage April 2013 - August 2014
Musicians Revolutionary Network January 2012 - January 2014
TradeKing September 2006 - March 2013
Advisen Ltd. August 2003 - July 2006
Luminetik Animation & Games Studio May 1999 - February 2003
abc school supply 1998 - 2002
Skills
Project Management, Team Leadership, Product Development, Series 7, Series 24, Series 63, User Interface Design, FINRA, Scrum, Agile Methodologies, Cross-functional Team..., Change Control, Change Management, Stock Trading, Software Quality..., Production Support, Series 4, Risk Management, Testing, Quality Assurance, Equities, Strategy
Education
Pratt Institute 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Computer Graphics
Brian Olsen Brian Olsen's Scottrade Experience August 2012 - October 2013
Job Research Assistant at Purdue University
Industry Computer Software
Experience
Purdue University August 2014 - Present
Emerson Climate Technologies October 2013 - June 2014
Scottrade August 2012 - October 2013
United States Marine Corps June 2006 - June 2012
Airman and Family Readiness Center (Veteran's Affairs) December 2010 - May 2012
Skills
Java, C++, Python, Programming, HTML, Microsoft Office, Linux, Windows, Networking, Team Leadership, SQL, Visual Basic, Security Clearance, Operating Systems, Military Experience, JUnit, Eclipse, JSON, C, Oracle Database, Hadoop, Cisco Technologies, Object Oriented Design, Algorithm Analysis, AspectJ, ASP.NET MVC, LaTeX, R, Git, Django, SciPy
Education
Purdue University 2014 — 2016
Master of Science (MS), Computer Science, 3.68 GPA
Southern Illinois University, Edwardsville 2010 — 2014
Bachelor of Science (BS), Computer Science, 3.8 GPA, Magna Cum Laude
Waterloo High School 2002 — 2006
Purdue University August 2014 - Present
Emerson Climate Technologies October 2013 - June 2014
Scottrade August 2012 - October 2013
United States Marine Corps June 2006 - June 2012
Airman and Family Readiness Center (Veteran's Affairs) December 2010 - May 2012
Skills
Java, C++, Python, Programming, HTML, Microsoft Office, Linux, Windows, Networking, Team Leadership, SQL, Visual Basic, Security Clearance, Operating Systems, Military Experience, JUnit, Eclipse, JSON, C, Oracle Database, Hadoop, Cisco Technologies, Object Oriented Design, Algorithm Analysis, AspectJ, ASP.NET MVC, LaTeX, R, Git, Django, SciPy
Education
Purdue University 2014 — 2016
Master of Science (MS), Computer Science, 3.68 GPA
Southern Illinois University, Edwardsville 2010 — 2014
Bachelor of Science (BS), Computer Science, 3.8 GPA, Magna Cum Laude
Waterloo High School 2002 — 2006
Dorothy Garcia Dorothy Garcia's Scottrade Experience March 2007 - August 2009
Job Program Analyst at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State August 2014 - Present
U.S. Department of State July 2012 - July 2014
U.S. Department of State March 2010 - July 2012
Scottrade March 2007 - August 2009
BancWest Investments 2004 - 2005
Charles Schwab August 2000 - August 2002
Charles Schwab April 1998 - August 2000
Skills
Policy, Government, International Relations, Leadership, Public Speaking, Analysis, Customer Service, Training, Data Analysis, Spanish, Project Management, Program Management, Intelligence Analysis, Background Checks, Analytical Skills, Human Resources, Employee Relations, Economics, Research, Microsoft Office, Proposal Writing, Public Relations, Series 7, Series 63, Trading Systems, Equity Trading, Investment Brokerage, Business Development, Business Strategy, Federal Government, Risk Management, Business Writing, Investigative Research, Employee Training, Fraud Investigations, Fraud Prevention, Securities, mutual funds, Wealth Management..., 401k, US Equities, Financial Services, Fixed Income, ETFs, IRAs, Back Office, Customer Service..., Customer Service..., Stocks, First Responder
Education
Saint Leo University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
U.S. Department of State August 2014 - Present
U.S. Department of State July 2012 - July 2014
U.S. Department of State March 2010 - July 2012
Scottrade March 2007 - August 2009
BancWest Investments 2004 - 2005
Charles Schwab August 2000 - August 2002
Charles Schwab April 1998 - August 2000
Skills
Policy, Government, International Relations, Leadership, Public Speaking, Analysis, Customer Service, Training, Data Analysis, Spanish, Project Management, Program Management, Intelligence Analysis, Background Checks, Analytical Skills, Human Resources, Employee Relations, Economics, Research, Microsoft Office, Proposal Writing, Public Relations, Series 7, Series 63, Trading Systems, Equity Trading, Investment Brokerage, Business Development, Business Strategy, Federal Government, Risk Management, Business Writing, Investigative Research, Employee Training, Fraud Investigations, Fraud Prevention, Securities, mutual funds, Wealth Management..., 401k, US Equities, Financial Services, Fixed Income, ETFs, IRAs, Back Office, Customer Service..., Customer Service..., Stocks, First Responder
Education
Saint Leo University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Dave Angell Dave Angell's Scottrade Experience February 2009 - March 2015
Job Senior IT Project Manager, PMP
Industry Hospital & Health Care
Experience
SCL Health April 2015 - Present
Scottrade February 2009 - March 2015
SysTest Labs January 2008 - September 2008
DCP Midstream July 2004 - November 2007
Sun Microsystems October 1997 - May 2004
Electronic Data Systems December 1984 - October 1997
Skills
Business Process..., Software Development..., Strategic Planning, Project Management, Program Management, Business Analysis, PMP, Integration, Process Improvement, PMO, Testing, Quality Assurance, Project Planning, Business Process, Management, Microsoft SQL Server, Databases, SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Access, .NET, MS Project, Visio, CRM, Scrum, Software Development, Software Documentation
Education
Regis University 1987 — 1990
B.S., Computer Information Systems
SCL Health April 2015 - Present
Scottrade February 2009 - March 2015
SysTest Labs January 2008 - September 2008
DCP Midstream July 2004 - November 2007
Sun Microsystems October 1997 - May 2004
Electronic Data Systems December 1984 - October 1997
Skills
Business Process..., Software Development..., Strategic Planning, Project Management, Program Management, Business Analysis, PMP, Integration, Process Improvement, PMO, Testing, Quality Assurance, Project Planning, Business Process, Management, Microsoft SQL Server, Databases, SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Access, .NET, MS Project, Visio, CRM, Scrum, Software Development, Software Documentation
Education
Regis University 1987 — 1990
B.S., Computer Information Systems
Jordan Lipsky's Scottrade Experience August 2011 - May 2012
Job Mortgage Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2013 - Present
Bloomberg LP May 2012 - August 2013
Scottrade August 2011 - May 2012
Stonegate Brokerage, LLC May 2010 - August 2011
Skills
Bloomberg Terminal, Bonds, Financial Analysis, Finance, Fixed Income, Microsoft Excel
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
Bloomberg LP August 2013 - Present
Bloomberg LP May 2012 - August 2013
Scottrade August 2011 - May 2012
Stonegate Brokerage, LLC May 2010 - August 2011
Skills
Bloomberg Terminal, Bonds, Financial Analysis, Finance, Fixed Income, Microsoft Excel
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
Quincy Wang's Scottrade Experience March 2011 - December 2012
Job Stockbroker
Industry Financial Services
Experience
Scottrade March 2011 - December 2012
Firstrade Securities, Inc. October 2010 - February 2011
Scottrade August 2009 - October 2010
Skills
Bloomberg, Financial Modeling, Financial Analysis, FINRA, Series 7, Customer Service, Series 63, QuickBooks, Microsoft Excel, Fixed Income, Investments
Education
Pace University 2008 — 2010
MBA, Finance
Shenzhen University 2003 — 2007
LLB; BBA, Law ; Management
Scottrade March 2011 - December 2012
Firstrade Securities, Inc. October 2010 - February 2011
Scottrade August 2009 - October 2010
Skills
Bloomberg, Financial Modeling, Financial Analysis, FINRA, Series 7, Customer Service, Series 63, QuickBooks, Microsoft Excel, Fixed Income, Investments
Education
Pace University 2008 — 2010
MBA, Finance
Shenzhen University 2003 — 2007
LLB; BBA, Law ; Management
Awais Hashmi Awais Hashmi's Scottrade Experience April 2012 - January 2013
Job Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Johnson & Johnson January 2013 - May 2013
Scottrade April 2012 - January 2013
Elite Tutor Management LLC April 2010 - October 2011
Skills
Financial Analysis, Equities, Investments, Finance, Data Analysis, Financial Modeling, Equity Research, Valuation, Microsoft Excel, Economics, Investment Banking, Financial Markets, Corporate Finance, Bloomberg Terminal, Bloomberg, Fixed Income, Budgets, Portfolio Management, Access, Accounting, Trading, Asset Allocation, Strategic Financial..., Capital Markets, Marketing Strategy, Account Reconciliation, Financial Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science (B.S.), Finance / Economics
Hillsborough High School 2006 — 2010
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Johnson & Johnson January 2013 - May 2013
Scottrade April 2012 - January 2013
Elite Tutor Management LLC April 2010 - October 2011
Skills
Financial Analysis, Equities, Investments, Finance, Data Analysis, Financial Modeling, Equity Research, Valuation, Microsoft Excel, Economics, Investment Banking, Financial Markets, Corporate Finance, Bloomberg Terminal, Bloomberg, Fixed Income, Budgets, Portfolio Management, Access, Accounting, Trading, Asset Allocation, Strategic Financial..., Capital Markets, Marketing Strategy, Account Reconciliation, Financial Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science (B.S.), Finance / Economics
Hillsborough High School 2006 — 2010
Jose Uribe's Scottrade Experience July 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade July 2014 - Present
BBVA Compass January 2014 - July 2014
Charles Schwab March 2010 - April 2013
Charles Schwab November 2007 - March 2010
Hewlett-Packard April 2005 - November 2007
CyberTrader May 2004 - August 2004
Landstar Homes May 2003 - August 2003
Skills
Wealth Management, Financial Advisory, Asset Allocation, Series 7, Sales Process, Private Banking, FINRA, Personal Financial..., Insurance, Series 65, Retail Banking, Financial Services, Direct Sales, Investment Strategies, Building Relationships
Education
Purdue University 2002 — 2007
Bachelor of Arts, Political Science
Southern Methodist University
Scottrade July 2014 - Present
BBVA Compass January 2014 - July 2014
Charles Schwab March 2010 - April 2013
Charles Schwab November 2007 - March 2010
Hewlett-Packard April 2005 - November 2007
CyberTrader May 2004 - August 2004
Landstar Homes May 2003 - August 2003
Skills
Wealth Management, Financial Advisory, Asset Allocation, Series 7, Sales Process, Private Banking, FINRA, Personal Financial..., Insurance, Series 65, Retail Banking, Financial Services, Direct Sales, Investment Strategies, Building Relationships
Education
Purdue University 2002 — 2007
Bachelor of Arts, Political Science
Southern Methodist University
David Roff David Roff's Scottrade Experience November 2011 - Present
Job QA Engineer at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Scottrade January 2009 - November 2011
Best Buy November 2001 - January 2009
Radio Shack January 1999 - November 2001
Skills
Quality Center, Test Planning, Software Quality..., User Acceptance Testing, System Testing, Regression Testing, Quality Assurance, Test Cases, SDLC, Testing, Agile Methodologies, Defect Tracking, Manual Testing, Test Management, Agile Testing, Requirements Analysis, Waterfall, Requirements Gathering, Usability Testing, Test Strategy, Agile & Waterfall..., Performance Testing, Scrum, Test Execution, Integration Testing, Unit Testing, Black Box Testing, Bug Tracking, End-to-end Testing, Functional Testing, Test Estimation, System Integration..., Non-functional Testing, Exploratory Testing, Defect Life Cycle, Mobile Testing, Test Design, Test Scripts, Full SDLC, Software Quality, User Stories, Software Development..., Release Management, HP Quality Center
Education
Connors State College
Oklahoma State University
Scottrade November 2011 - Present
Scottrade January 2009 - November 2011
Best Buy November 2001 - January 2009
Radio Shack January 1999 - November 2001
Skills
Quality Center, Test Planning, Software Quality..., User Acceptance Testing, System Testing, Regression Testing, Quality Assurance, Test Cases, SDLC, Testing, Agile Methodologies, Defect Tracking, Manual Testing, Test Management, Agile Testing, Requirements Analysis, Waterfall, Requirements Gathering, Usability Testing, Test Strategy, Agile & Waterfall..., Performance Testing, Scrum, Test Execution, Integration Testing, Unit Testing, Black Box Testing, Bug Tracking, End-to-end Testing, Functional Testing, Test Estimation, System Integration..., Non-functional Testing, Exploratory Testing, Defect Life Cycle, Mobile Testing, Test Design, Test Scripts, Full SDLC, Software Quality, User Stories, Software Development..., Release Management, HP Quality Center
Education
Connors State College
Oklahoma State University
Hugh Johnson's Scottrade Experience July 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Jared Rosenzweig Jared Rosenzweig's Scottrade Experience May 2010 - June 2013
Job Client Service Analyst at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC July 2013 - Present
Scottrade May 2010 - June 2013
Scottrade November 2009 - April 2010
Scarletmenus.com/ Ynot? Advertising August 2008 - December 2009
Merrill Lynch June 2009 - September 2009
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Securities, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics and Political Science
Horizon Kinetics LLC July 2013 - Present
Scottrade May 2010 - June 2013
Scottrade November 2009 - April 2010
Scarletmenus.com/ Ynot? Advertising August 2008 - December 2009
Merrill Lynch June 2009 - September 2009
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Securities, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics and Political Science
Sophie Beckmann Sophie Beckmann's Scottrade Experience December 2013 - Present
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Scottrade December 2013 - Present
Becker and Rosen CPAs LLC December 2012 - December 2013
Self-Employed Freelance Technical Writer July 2012 - December 2013
AXIUS Financial July 2012 - October 2012
Moneta Group June 2011 - November 2011
Edward Jones December 2007 - May 2011
A.G. Edwards & Sons, Inc. 2000 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2007
MPP&W, P.C. 1998 - 2000
Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning
Education
Quincy University
Bachelor of Science, Accounting
Incarnate Word Academy
St. Roch
Chuck Talcott Chuck Talcott's Scottrade Experience July 2009 - February 2015
Job Experienced sales, trading and operations manager in the Financial industry.
Industry Financial Services
Experience
Scottrade July 2009 - February 2015
Harris Investor Services October 2005 - March 2009
Harris Direct April 2002 - October 2005
Harris Investorline August 2000 - April 2002
Freeman Welwood July 1989 - August 2000
Jefferies & Company April 1986 - July 1989
Security Pacific Discount Brokerage September 1983 - April 1986
Skills
Securities, Financial Services, Banking, Finance, Trading, Management, Investments, Portfolio Management, Sales, Customer Service, Financial Advisory, Mutual Funds, Financial Analysis, Wealth Management, Corporate Actions, Conflict Resolution, Strategic Planning, Risk Management, FINRA, Strategic Financial..., Equities, Series 63, Series 7, Team Building, Series 24, Series 4
Education
Pierce College 1980 — 1982
General
James Monroe High School 1977 — 1980
High School
Scottrade July 2009 - February 2015
Harris Investor Services October 2005 - March 2009
Harris Direct April 2002 - October 2005
Harris Investorline August 2000 - April 2002
Freeman Welwood July 1989 - August 2000
Jefferies & Company April 1986 - July 1989
Security Pacific Discount Brokerage September 1983 - April 1986
Skills
Securities, Financial Services, Banking, Finance, Trading, Management, Investments, Portfolio Management, Sales, Customer Service, Financial Advisory, Mutual Funds, Financial Analysis, Wealth Management, Corporate Actions, Conflict Resolution, Strategic Planning, Risk Management, FINRA, Strategic Financial..., Equities, Series 63, Series 7, Team Building, Series 24, Series 4
Education
Pierce College 1980 — 1982
General
James Monroe High School 1977 — 1980
High School
Kyle Yeager's Scottrade Experience July 2012 - May 2013
Job Financial Coordinator at Yeager Construction
Industry Financial Services
Experience
Yeager Construction July 2013 - Present
Theory November 2009 - May 2015
Scottrade July 2012 - May 2013
Wells Fargo Advisors October 2009 - March 2010
Skills
Microsoft Office, SAP, Customer Relations, Selling, Telephone Skills, JMP, Marketing Plan Creation, Marketing Research, Bloomberg Terminal, Customer Service, Marketing, Analysis, Accounts Payable, Sales, Finance, Accounting, Event Planning, Microsoft Excel
Education
Rowan University 2009 — 2013
Bachelor's Degree, Finance, Marketing, 3.6
Yeager Construction July 2013 - Present
Theory November 2009 - May 2015
Scottrade July 2012 - May 2013
Wells Fargo Advisors October 2009 - March 2010
Skills
Microsoft Office, SAP, Customer Relations, Selling, Telephone Skills, JMP, Marketing Plan Creation, Marketing Research, Bloomberg Terminal, Customer Service, Marketing, Analysis, Accounts Payable, Sales, Finance, Accounting, Event Planning, Microsoft Excel
Education
Rowan University 2009 — 2013
Bachelor's Degree, Finance, Marketing, 3.6
Arsh Singh Arsh Singh's Scottrade Experience September 2011 - June 2012
Job Retail Banking and Wealth Management
Industry Banking
Experience
HSBC July 2013 - Present
BWAY Corporation July 2012 - May 2013
Scottrade September 2011 - June 2012
TD October 2008 - September 2011
Skills
Financial Services, Branch Banking, Microsoft Office, Excel models, SAP, Morningstar, Financial Modeling, Recruiting, Analysis, Strategic Financial..., Time Management, Finance, Financial Analysis, CRM, Leadership, Management, Banking, Customer Service, Financial Planning
Education
Rutgers Business School 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.35/4.0
HSBC July 2013 - Present
BWAY Corporation July 2012 - May 2013
Scottrade September 2011 - June 2012
TD October 2008 - September 2011
Skills
Financial Services, Branch Banking, Microsoft Office, Excel models, SAP, Morningstar, Financial Modeling, Recruiting, Analysis, Strategic Financial..., Time Management, Finance, Financial Analysis, CRM, Leadership, Management, Banking, Customer Service, Financial Planning
Education
Rutgers Business School 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.35/4.0
Ivy Lau, CFP®, EA's Scottrade Experience January 2011 - March 2012
Job Senior Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - Present
Ernst & Young March 2012 - May 2014
Scottrade January 2011 - March 2012
Scottrade October 2009 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Investment Advisory, Portfolio Management, Investment Strategies, Financial Planners, Investment Management, Financial Services, FINRA, Retirement, Estate Planning, Tax Law, Income Tax, Tax Returns, IRS Enrolled Agent, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor of Science, Finance
The Ayco Company, L.P., a Goldman Sachs Company May 2014 - Present
Ernst & Young March 2012 - May 2014
Scottrade January 2011 - March 2012
Scottrade October 2009 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Investment Advisory, Portfolio Management, Investment Strategies, Financial Planners, Investment Management, Financial Services, FINRA, Retirement, Estate Planning, Tax Law, Income Tax, Tax Returns, IRS Enrolled Agent, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor of Science, Finance
Zebulon Hill Zebulon Hill's Scottrade Experience 2012 - October 2013
Job Project Manager
Industry Information Technology and Services
Experience
Carlson Wagonlit Travel 2014 - 2014
Carlson Wagonlit Travel 2014 - 2014
Scottrade 2012 - October 2013
Scottrade 2007 - 2012
Scottrade 2005 - 2007
Scottrade 2003 - 2005
Skills
Product Marketing, Telecommunications, Financial Services, Enterprise Software, Agile Methodologies, Product Management, Integration, Business Analysis, Vendor Management, Product Development, CRM, SDLC, Cross-functional Team..., Enterprise Architecture, Project Management, Process Improvement, Software Documentation, SQL, SharePoint
Education
Southern Illinois University, Edwardsville 1996 — 1999
Mechanical Engineering
Ranken Technical College 1999 — 2001
Computer Systems Networking and Telecommunications
Carlson Wagonlit Travel 2014 - 2014
Carlson Wagonlit Travel 2014 - 2014
Scottrade 2012 - October 2013
Scottrade 2007 - 2012
Scottrade 2005 - 2007
Scottrade 2003 - 2005
Skills
Product Marketing, Telecommunications, Financial Services, Enterprise Software, Agile Methodologies, Product Management, Integration, Business Analysis, Vendor Management, Product Development, CRM, SDLC, Cross-functional Team..., Enterprise Architecture, Project Management, Process Improvement, Software Documentation, SQL, SharePoint
Education
Southern Illinois University, Edwardsville 1996 — 1999
Mechanical Engineering
Ranken Technical College 1999 — 2001
Computer Systems Networking and Telecommunications
Janelle Veney's Scottrade Experience August 2011 - February 2012
Job Financial Analyst at BAE Systems
Industry Defense & Space
Experience
BAE Systems Information Technology July 2013 - Present
SOC LLC April 2012 - July 2013
Scottrade August 2011 - February 2012
Scottrade July 2010 - July 2011
Skills
Analysis, Finance, Account Reconciliation, Accounting, Auditing, Invoicing, Internal Audit, Quality Assurance, Customer Satisfaction, Research, Spreadsheets, Trading, Financial Modeling, Access, Monthly Accounts, Account Management, Financial Analysis, Inventory Management, Stock Control, DoD, Government Contracting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Program Management, Security Clearance
Education
Old Dominion University 2007 — 2011
Bachelor's degree, Finance, General
BAE Systems Information Technology July 2013 - Present
SOC LLC April 2012 - July 2013
Scottrade August 2011 - February 2012
Scottrade July 2010 - July 2011
Skills
Analysis, Finance, Account Reconciliation, Accounting, Auditing, Invoicing, Internal Audit, Quality Assurance, Customer Satisfaction, Research, Spreadsheets, Trading, Financial Modeling, Access, Monthly Accounts, Account Management, Financial Analysis, Inventory Management, Stock Control, DoD, Government Contracting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Program Management, Security Clearance
Education
Old Dominion University 2007 — 2011
Bachelor's degree, Finance, General
Mario K. (32) Mario K. (32)'s Scottrade Experience 2006 - 2010
Job Business Marketing Specialist at Spectrum Business Ventures, Inc.
Industry Marketing and Advertising
Experience
Spectrum Business Ventures, Inc. August 2012 - Present
Liberty Bell Bank 2010 - 2012
Scottrade 2006 - 2010
Larchmont Imaging 1998 - 2006
Skills
Marketing, Online Advertising, Online Marketplace, Business, Business Development, Affiliate Marketing, CPA Marketing, Stocks, Stock Market, Stock Trading, Making Money Online, Online Marketing
Education
Rutgers, The State University of New Jersey-Camden 2002 — 2006
Bachelor's degree, Major in Economics, Minor in Marketing
Camden County College, CCC 1998 — 2001
Associate's degree, Business Administration and Management, General
Spectrum Business Ventures, Inc. August 2012 - Present
Liberty Bell Bank 2010 - 2012
Scottrade 2006 - 2010
Larchmont Imaging 1998 - 2006
Skills
Marketing, Online Advertising, Online Marketplace, Business, Business Development, Affiliate Marketing, CPA Marketing, Stocks, Stock Market, Stock Trading, Making Money Online, Online Marketing
Education
Rutgers, The State University of New Jersey-Camden 2002 — 2006
Bachelor's degree, Major in Economics, Minor in Marketing
Camden County College, CCC 1998 — 2001
Associate's degree, Business Administration and Management, General
Michael Percich's Scottrade Experience March 2010 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2010 - Present
Scottrade March 2010 - March 2011
Skills
Excel, Economics, Microsoft Office, Analysis, Equities, Word, Customer Service, PowerPoint, Trading, Customer Relations, Mathematics, Funding, Banking, Securities, Spreadsheets, Microsoft Word, Bloomberg, Microsoft Excel, Finance, Econometrics, Mutual Funds
Education
Rockhurst University 2011 — 2011
Master's in Business Administration
Rockhurst University 2007 — 2010
Bachelor's of Science, Finance and Economics
Scottrade March 2010 - Present
Scottrade March 2010 - March 2011
Skills
Excel, Economics, Microsoft Office, Analysis, Equities, Word, Customer Service, PowerPoint, Trading, Customer Relations, Mathematics, Funding, Banking, Securities, Spreadsheets, Microsoft Word, Bloomberg, Microsoft Excel, Finance, Econometrics, Mutual Funds
Education
Rockhurst University 2011 — 2011
Master's in Business Administration
Rockhurst University 2007 — 2010
Bachelor's of Science, Finance and Economics
Nicole Horner Nicole Horner's Scottrade Experience July 2005 - March 2015
Job New Jersey Public Notary
Industry Financial Services
Experience
On The Go Notary September 2015 - Present
Primerica August 2015 - Present
Scottrade July 2005 - March 2015
Skills
Financial Analysis, CRM, Public Speaking, Investments, Team Building, Financial Markets, Risk Management, Project Management, Operations Management, Banking, Sales, Customer Service, IRAs, Strategic Planning, Notary Public
Education
Gloucester County College 1995 — 1999
Associate Degree, Financial Planning and Services
On The Go Notary September 2015 - Present
Primerica August 2015 - Present
Scottrade July 2005 - March 2015
Skills
Financial Analysis, CRM, Public Speaking, Investments, Team Building, Financial Markets, Risk Management, Project Management, Operations Management, Banking, Sales, Customer Service, IRAs, Strategic Planning, Notary Public
Education
Gloucester County College 1995 — 1999
Associate Degree, Financial Planning and Services
Bradley Cook Bradley Cook's Scottrade Experience December 2012 - September 2014
Job Financial Services | Compliance | Operations | Institutional Investments | Trading
Industry Financial Services
Experience
Scottrade December 2012 - September 2014
Union Bank June 2008 - October 2012
Union Bank June 2003 - June 2008
Union Bank June 2000 - June 2003
Union Bank March 1999 - June 2000
Invesco US (formerly AIM/GT Global) October 1996 - October 1998
Boston Financial Data Services 1992 - 1996
Skills
Fixed Income, Portfolio Management, Finance, Securities, Investments, Bloomberg, Mutual Funds, Trading, Securities Lending, Equities, Trading Systems, Vendor Management, Financial Services, Process Improvement, Middle Office, Back Office, Hedge Funds, Series 7, Project Management, Client Relationship..., Treasury Management, Series 24, Series 63, Financial Analysis
Education
Rice University
Bachelor's degree Economics
Scottrade December 2012 - September 2014
Union Bank June 2008 - October 2012
Union Bank June 2003 - June 2008
Union Bank June 2000 - June 2003
Union Bank March 1999 - June 2000
Invesco US (formerly AIM/GT Global) October 1996 - October 1998
Boston Financial Data Services 1992 - 1996
Skills
Fixed Income, Portfolio Management, Finance, Securities, Investments, Bloomberg, Mutual Funds, Trading, Securities Lending, Equities, Trading Systems, Vendor Management, Financial Services, Process Improvement, Middle Office, Back Office, Hedge Funds, Series 7, Project Management, Client Relationship..., Treasury Management, Series 24, Series 63, Financial Analysis
Education
Rice University
Bachelor's degree Economics
Eric Motson Eric Motson's Scottrade Experience March 2006 - November 2010
Job VP, Mass Affluent Capabilities & Strategic Initiatives
Industry Financial Services
Experience
TD May 2015 - Present
TD September 2012 - April 2015
TD April 2011 - September 2012
Wilmington Trust January 2011 - April 2011
Scottrade March 2006 - November 2010
Skills
Financial Services, Relationship Management, Financial Analysis, Analysis, Mutual Funds, Business Relationship..., Securities, Risk Management, Account Reconciliation, Data Analysis, Statistics, Risk Analysis, Negotiation, Procedure Development, Project Coordination, Regulatory Requirements, Product Management, Product Lifecycle..., Governance, Strategic Planning, Banking, Insurance, Investments, Leadership, Management
Education
Rowan University 2012 — 2014
Master of Business Administration, Management, Magna Cum Laude
Wilkes University 2003 — 2007
Business Administration, Economics, International Business
TD May 2015 - Present
TD September 2012 - April 2015
TD April 2011 - September 2012
Wilmington Trust January 2011 - April 2011
Scottrade March 2006 - November 2010
Skills
Financial Services, Relationship Management, Financial Analysis, Analysis, Mutual Funds, Business Relationship..., Securities, Risk Management, Account Reconciliation, Data Analysis, Statistics, Risk Analysis, Negotiation, Procedure Development, Project Coordination, Regulatory Requirements, Product Management, Product Lifecycle..., Governance, Strategic Planning, Banking, Insurance, Investments, Leadership, Management
Education
Rowan University 2012 — 2014
Master of Business Administration, Management, Magna Cum Laude
Wilkes University 2003 — 2007
Business Administration, Economics, International Business
Matt Cordova Matt Cordova's Scottrade Experience July 2014 - January 2015
Job Consultant
Industry Financial Services
Experience
Scottrade July 2014 - January 2015
TD June 2013 - August 2014
Liberty Mutual January 2011 - April 2013
Bank of America June 2009 - January 2011
Skills
Fixed Annuities, Insurance, Life Insurance, 401k Rollovers, Property & Casualty..., Underwriting, Whole Life, Term Life Insurance, Umbrella Insurance, Employee Benefits, Workers Compensation, General Insurance, Casualty, Investments, Liability, Variable Annuities, Retirement Planning, Health Insurance, Mutual Funds, Customer Service, Financial Services, Mortgage Lending, Universal Life, Finance, Disability Insurance
Education
Radford University - College of Business and Economics 2008 — 2010
Finance, Finance and Accounting
West Virginia University 2005 — 2008
Business
Scottrade July 2014 - January 2015
TD June 2013 - August 2014
Liberty Mutual January 2011 - April 2013
Bank of America June 2009 - January 2011
Skills
Fixed Annuities, Insurance, Life Insurance, 401k Rollovers, Property & Casualty..., Underwriting, Whole Life, Term Life Insurance, Umbrella Insurance, Employee Benefits, Workers Compensation, General Insurance, Casualty, Investments, Liability, Variable Annuities, Retirement Planning, Health Insurance, Mutual Funds, Customer Service, Financial Services, Mortgage Lending, Universal Life, Finance, Disability Insurance
Education
Radford University - College of Business and Economics 2008 — 2010
Finance, Finance and Accounting
West Virginia University 2005 — 2008
Business
James VanValkenburgh James VanValkenburgh's Scottrade Experience February 2001 - November 2009
Job Stock Plan Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments June 2010 - June 2011
Scottrade February 2001 - November 2009
Anthem January 2000 - January 2001
Waterhouse June 1999 - July 2000
Forum Financial February 1999 - June 1999
Fidelity Investments February 1998 - February 1999
Fishman Realty January 1996 - January 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Asset Allocation, Financial Services, Strategic Financial..., Asset Management, Investment Advisory, FINRA, Health Insurance, Investment Strategies, Risk Management, Financial Analysis, Fixed Annuities, Credit
Education
Saint Anselm College 1993 — 1997
Fidelity Investments January 2014 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments June 2010 - June 2011
Scottrade February 2001 - November 2009
Anthem January 2000 - January 2001
Waterhouse June 1999 - July 2000
Forum Financial February 1999 - June 1999
Fidelity Investments February 1998 - February 1999
Fishman Realty January 1996 - January 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Asset Allocation, Financial Services, Strategic Financial..., Asset Management, Investment Advisory, FINRA, Health Insurance, Investment Strategies, Risk Management, Financial Analysis, Fixed Annuities, Credit
Education
Saint Anselm College 1993 — 1997
Rong Wang Rong Wang's Scottrade Experience November 2010 - March 2013
Job Operation coordinator for Google Express via adecco
Industry Information Technology and Services
Experience
Google June 2014 - Present
SimplyTheScoop Inc. September 2013 - December 2013
Peter Koo for City Council April 2010 - July 2013
Scottrade November 2010 - March 2013
TheChineseLink.com February 2012 - November 2012
Horizon pharmacy January 2007 - June 2011
Peter Koo Campaign for City Council May 2010 - December 2010
Terance Park Campaign for District Leader May 2010 - December 2010
Macy's June 2010 - August 2010
Glitterydesigns.wordpress.com January 2009 - May 2009
Skills
Public Relations, Research, Sales, Market Research, Management, Communication, Social Media, Social Skills, PowerPoint, Analysis, Microsoft Word, Social Media Marketing, Economics, Strategic Planning, Marketing Strategy, Public Speaking, Portfolio Management, Event Management, Marketing Communications, Risk Management, Finance, Leadership, Time Management, Facebook, Data Analysis, Negotiation, Financial Analysis, Human Resources, Blogging, Budgets, Advertising, Microsoft Office, Microsoft Excel, Customer Service, Social Networking, Marketing, Teamwork
Education
University at Albany 2011 — 2014
Bachelor of Arts (BA), Economic
Mackenzie Presbyterian University 2013 — 2013
study aboard, Business and economic
Queensborough Community College 2009 — 2011
Business
Google June 2014 - Present
SimplyTheScoop Inc. September 2013 - December 2013
Peter Koo for City Council April 2010 - July 2013
Scottrade November 2010 - March 2013
TheChineseLink.com February 2012 - November 2012
Horizon pharmacy January 2007 - June 2011
Peter Koo Campaign for City Council May 2010 - December 2010
Terance Park Campaign for District Leader May 2010 - December 2010
Macy's June 2010 - August 2010
Glitterydesigns.wordpress.com January 2009 - May 2009
Skills
Public Relations, Research, Sales, Market Research, Management, Communication, Social Media, Social Skills, PowerPoint, Analysis, Microsoft Word, Social Media Marketing, Economics, Strategic Planning, Marketing Strategy, Public Speaking, Portfolio Management, Event Management, Marketing Communications, Risk Management, Finance, Leadership, Time Management, Facebook, Data Analysis, Negotiation, Financial Analysis, Human Resources, Blogging, Budgets, Advertising, Microsoft Office, Microsoft Excel, Customer Service, Social Networking, Marketing, Teamwork
Education
University at Albany 2011 — 2014
Bachelor of Arts (BA), Economic
Mackenzie Presbyterian University 2013 — 2013
study aboard, Business and economic
Queensborough Community College 2009 — 2011
Business
James Joseph's Scottrade Experience July 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade July 2012 - July 2013
Scottrade June 2011 - June 2012
Scrier Funds May 2011 - August 2011
Rutgers Dining Services: E.D.'s Office September 2008 - August 2011
Skills
Stock, Investors, Spanish, Capital, Stocks, Trading, Securities, Stock Market, Valuation, Fixed Income, Financial Modeling, Equities, Trading Platforms, Economics, Financial Markets, Mutual Funds, Investments, Portfolio Management, Series 7, Options, Series 63, Bonds, Asset Allocation, Finance, Equity Trading, Financial Services, Asset Management, ETFs, Wealth Management, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts, Finance, Spanish
Parsippany High School 2004 — 2008
Scottrade July 2013 - Present
Scottrade July 2012 - July 2013
Scottrade June 2011 - June 2012
Scrier Funds May 2011 - August 2011
Rutgers Dining Services: E.D.'s Office September 2008 - August 2011
Skills
Stock, Investors, Spanish, Capital, Stocks, Trading, Securities, Stock Market, Valuation, Fixed Income, Financial Modeling, Equities, Trading Platforms, Economics, Financial Markets, Mutual Funds, Investments, Portfolio Management, Series 7, Options, Series 63, Bonds, Asset Allocation, Finance, Equity Trading, Financial Services, Asset Management, ETFs, Wealth Management, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts, Finance, Spanish
Parsippany High School 2004 — 2008
Cory Youmans's Scottrade Experience November 2012 - April 2013
Job Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments April 2013 - Present
Scottrade November 2012 - April 2013
Scottrade May 2010 - November 2012
Scottrade February 2008 - April 2010
Skills
Series 7, Series 63, Equities, Investments, Securities, Options, Mutual Funds, Fixed Income, Trading, Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Derivatives, FINRA, ETFs, Bonds, Strategic Financial..., Equity Trading, IRAs
Education
Washington State University 2008 — 2010
Bachelor of Science (B.S.)
Pepperdine University 2005 — 2007
St. Thomas Aquinas HS
Fisher Investments January 2015 - Present
Fisher Investments April 2013 - Present
Scottrade November 2012 - April 2013
Scottrade May 2010 - November 2012
Scottrade February 2008 - April 2010
Skills
Series 7, Series 63, Equities, Investments, Securities, Options, Mutual Funds, Fixed Income, Trading, Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Derivatives, FINRA, ETFs, Bonds, Strategic Financial..., Equity Trading, IRAs
Education
Washington State University 2008 — 2010
Bachelor of Science (B.S.)
Pepperdine University 2005 — 2007
St. Thomas Aquinas HS
Craig Lewallen's Scottrade Experience January 2010 - April 2011
Job Assistant Manager at Clark County Habitat for Humanity Store
Industry Financial Services
Experience
Clark County Habitat for Humanity Store September 2015 - Present
Miracle Sign Co. July 2013 - September 2015
Habitat for Humanity Portland/Metro East February 2013 - April 2014
Miracle Signs May 2012 - June 2013
Scottrade January 2010 - April 2011
Kendall & James Consulting LLC October 2009 - December 2009
Skills
Microsoft Office 2007, Non-profit Volunteer, Community Outreach, Public Speaking, Business Networking, PowerPoint, Research, Microsoft Office
Education
Portland State University 2007 — 2013
Bachelor's degree, Business Administration and Management, General, 3.33 GPA
Portland State University
Master of Public Administration (M.P.A.), Nonprofit Management
Clark County Habitat for Humanity Store September 2015 - Present
Miracle Sign Co. July 2013 - September 2015
Habitat for Humanity Portland/Metro East February 2013 - April 2014
Miracle Signs May 2012 - June 2013
Scottrade January 2010 - April 2011
Kendall & James Consulting LLC October 2009 - December 2009
Skills
Microsoft Office 2007, Non-profit Volunteer, Community Outreach, Public Speaking, Business Networking, PowerPoint, Research, Microsoft Office
Education
Portland State University 2007 — 2013
Bachelor's degree, Business Administration and Management, General, 3.33 GPA
Portland State University
Master of Public Administration (M.P.A.), Nonprofit Management
Tyler Morris's Scottrade Experience December 2011 - March 2013
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital February 2014 - Present
Lighthouse Financial LLC March 2013 - February 2014
Scottrade December 2011 - March 2013
Waddell & Reed May 2010 - December 2011
Purdue Collegiate Financial Planners Club August 2009 - May 2010
Purdue University Boiler Crossing September 2008 - May 2010
Liberty Mutual Insurance Company May 2009 - August 2009
Skills
Leadership, Investments, Financial Analysis, Finance, Marketing, Mutual Funds, Networking, Strategic Financial..., Microsoft Excel, Microsoft Office, Insurance, PowerPoint, Customer Service, Financial Modeling, Strategic Planning, Data Analysis, Portfolio Management
Education
Purdue University 2006 — 2010
Bachelor of Science, Financial Counseling and Planning
Personal Capital February 2014 - Present
Lighthouse Financial LLC March 2013 - February 2014
Scottrade December 2011 - March 2013
Waddell & Reed May 2010 - December 2011
Purdue Collegiate Financial Planners Club August 2009 - May 2010
Purdue University Boiler Crossing September 2008 - May 2010
Liberty Mutual Insurance Company May 2009 - August 2009
Skills
Leadership, Investments, Financial Analysis, Finance, Marketing, Mutual Funds, Networking, Strategic Financial..., Microsoft Excel, Microsoft Office, Insurance, PowerPoint, Customer Service, Financial Modeling, Strategic Planning, Data Analysis, Portfolio Management
Education
Purdue University 2006 — 2010
Bachelor of Science, Financial Counseling and Planning
Tony Ghiotto's Scottrade Experience September 2005 - May 2014
Job Sales Support and Securities Operations
Industry Financial Services
Experience
Scottrade September 2005 - May 2014
WM Financial Services, Inc August 2003 - July 2004
Dreyfus Brokerage / Brown & Co March 2001 - November 2002
Charles Schwab February 1989 - April 1999
Kennedy Cabot & Co July 1986 - August 1987
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
Pasadena City College 1991 — 1992
Laser and Optical Engineering
Scottrade September 2005 - May 2014
WM Financial Services, Inc August 2003 - July 2004
Dreyfus Brokerage / Brown & Co March 2001 - November 2002
Charles Schwab February 1989 - April 1999
Kennedy Cabot & Co July 1986 - August 1987
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
Pasadena City College 1991 — 1992
Laser and Optical Engineering
Vitaliy Milke Vitaliy Milke's Scottrade Experience 2011 - 2012
Job Paycom
Industry Human Resources
Experience
Paycom 2014 - Present
Markov Processes International (MPI) 2012 - 2014
Scottrade 2011 - 2012
Sandy Hook Beach Patrol 2006 - 2012
Skills
Human Resources, Benefits Administration, Team Management, Business Development, Microsoft Office, Sales, Marketing, Leadership, Data Analysis, Microsoft Excel, Strategic Planning, Project Team Management, Customer Service, Team Leadership, Financial Reporting, CPR Certified, Social Media, Social Networking, Teamwork, Team Building, Investments, Payroll, Financial Analysis, Employee Benefits, Salesforce.com, Client Relations
Education
Rutgers Business School
Bachelor of Science, Finance
Paycom 2014 - Present
Markov Processes International (MPI) 2012 - 2014
Scottrade 2011 - 2012
Sandy Hook Beach Patrol 2006 - 2012
Skills
Human Resources, Benefits Administration, Team Management, Business Development, Microsoft Office, Sales, Marketing, Leadership, Data Analysis, Microsoft Excel, Strategic Planning, Project Team Management, Customer Service, Team Leadership, Financial Reporting, CPR Certified, Social Media, Social Networking, Teamwork, Team Building, Investments, Payroll, Financial Analysis, Employee Benefits, Salesforce.com, Client Relations
Education
Rutgers Business School
Bachelor of Science, Finance
Brian Attard Brian Attard's Scottrade Experience November 2012 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2012 - Present
Scottrade July 2011 - November 2012
Scottrade October 2009 - July 2011
Ameriprise Financial Services, Inc. February 2006 - September 2009
Skills
Investments, Stocks, Bonds, Mutual Funds, Portfolio Management, Sales Management, Branch Management, Microsoft Excel, PowerPoint, ETFs, Financial Services, Retirement Planning, Business Coaching, Series 7, Series 63, Series 9, Series 10, Asset Allocation, IRAs, Options, Securities, Finance, Retirement, Equities, 401k, Asset Management, FINRA, Financial Modeling, Series 24, Financial Markets, Investment Advisory, Wealth Management, Uniform Combined State...
Education
Rutgers, The State University of New Jersey-Camden 2003 — 2006
Bachelor's degree, Finance, General
Scottrade November 2012 - Present
Scottrade July 2011 - November 2012
Scottrade October 2009 - July 2011
Ameriprise Financial Services, Inc. February 2006 - September 2009
Skills
Investments, Stocks, Bonds, Mutual Funds, Portfolio Management, Sales Management, Branch Management, Microsoft Excel, PowerPoint, ETFs, Financial Services, Retirement Planning, Business Coaching, Series 7, Series 63, Series 9, Series 10, Asset Allocation, IRAs, Options, Securities, Finance, Retirement, Equities, 401k, Asset Management, FINRA, Financial Modeling, Series 24, Financial Markets, Investment Advisory, Wealth Management, Uniform Combined State...
Education
Rutgers, The State University of New Jersey-Camden 2003 — 2006
Bachelor's degree, Finance, General
Scott Roddy Scott Roddy's Scottrade Experience July 2008 - December 2010
Job Performance & Planning Analyst at The Chickasaw Nation
Industry Gambling & Casinos
Experience
Chickasaw Nation July 2015 - Present
Oklahoma City University July 2012 - July 2015
Glazer's Distributors January 2011 - December 2011
Scottrade July 2008 - December 2010
Skills
Trade Marketing, Pricing, Customer Insight, Market Research, Marketing Research, Account Reconciliation, Budgets, Finance, Cross-functional Team..., Financial Accounting, Internal Controls, Management, Customer Service, Public Speaking, Microsoft Office, Data Analysis, Forecasting, PowerPoint
Education
Oklahoma City University 2012 — 2015
Master of Business Administration (MBA), Finance, 3.31 GPA
Oklahoma City University 2006 — 2010
Bachelors of Finance/Economics, Economics, Finance
Oklahoma State University 2004 — 2006
Associates, Management
Chickasaw Nation July 2015 - Present
Oklahoma City University July 2012 - July 2015
Glazer's Distributors January 2011 - December 2011
Scottrade July 2008 - December 2010
Skills
Trade Marketing, Pricing, Customer Insight, Market Research, Marketing Research, Account Reconciliation, Budgets, Finance, Cross-functional Team..., Financial Accounting, Internal Controls, Management, Customer Service, Public Speaking, Microsoft Office, Data Analysis, Forecasting, PowerPoint
Education
Oklahoma City University 2012 — 2015
Master of Business Administration (MBA), Finance, 3.31 GPA
Oklahoma City University 2006 — 2010
Bachelors of Finance/Economics, Economics, Finance
Oklahoma State University 2004 — 2006
Associates, Management
Megan Delaney's Scottrade Experience March 2011 - August 2012
Job Sales Assistant, Institutional Sales at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein September 2013 - Present
Options Group January 2013 - August 2013
UBS Wealth Management May 2012 - December 2012
Scottrade March 2011 - August 2012
Skills
Finance, Financial Services, Data Analysis, Microsoft Word, Microsoft Office, PowerPoint, Social Networking, Database Administration, Encore, Saleslogix, Corporate Access, Equity Research...
Education
Rutgers Business School 2010 — 2013
Bachelor of Science (B.Sc.)
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (B.S.)
Sanford C. Bernstein September 2013 - Present
Options Group January 2013 - August 2013
UBS Wealth Management May 2012 - December 2012
Scottrade March 2011 - August 2012
Skills
Finance, Financial Services, Data Analysis, Microsoft Word, Microsoft Office, PowerPoint, Social Networking, Database Administration, Encore, Saleslogix, Corporate Access, Equity Research...
Education
Rutgers Business School 2010 — 2013
Bachelor of Science (B.Sc.)
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (B.S.)
Danielle Bergman's Scottrade Experience April 2015 - Present
Job Investment Consultant at Scottrade
Industry Investment Banking
Experience
Scottrade April 2015 - Present
Bank of America April 2013 - April 2015
Bank of America May 2012 - April 2013
Bank of America July 2011 - May 2012
Bank of America May 2007 - July 2011
Skills
Banking, Risk Management, Customer Service, Sales, Leadership, Retail Banking, Management, Microsoft Word, Finance, Customer Satisfaction, Credit, Credit Analysis, Teamwork, Loans
Education
Pacific Lutheran University 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Scottrade April 2015 - Present
Bank of America April 2013 - April 2015
Bank of America May 2012 - April 2013
Bank of America July 2011 - May 2012
Bank of America May 2007 - July 2011
Skills
Banking, Risk Management, Customer Service, Sales, Leadership, Retail Banking, Management, Microsoft Word, Finance, Customer Satisfaction, Credit, Credit Analysis, Teamwork, Loans
Education
Pacific Lutheran University 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Jason de Leon Jason de Leon's Scottrade Experience March 2012 - July 2013
Job Financial Analyst at Time Inc
Industry Publishing
Experience
Rutgers University August 2015 - Present
Time Inc. October 2014 - April 2015
Thirteen/WNET January 2014 - October 2014
MoMAPS1 Art Center July 2008 - September 2013
Scottrade March 2012 - July 2013
HFP Capital Markets LLC November 2011 - February 2012
Sun & Surf Enterprises, INC. May 2008 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Facebook, Microsoft Word, Outlook, Social Media, Research, Public Speaking, Customer Service, Data Analysis, Time Management, Leadership, Analysis, Event Planning, Fundraising, Social Media Marketing, Social Networking, Account Reconciliation, Windows, Recruiting, Google Docs, Spreadsheets, Teamwork, Sales, Budgets, Project Management, Stata
Education
Rutgers University 2015 — 2017
Masters of Arts- Economics, Economics
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics
Rutgers University August 2015 - Present
Time Inc. October 2014 - April 2015
Thirteen/WNET January 2014 - October 2014
MoMAPS1 Art Center July 2008 - September 2013
Scottrade March 2012 - July 2013
HFP Capital Markets LLC November 2011 - February 2012
Sun & Surf Enterprises, INC. May 2008 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Facebook, Microsoft Word, Outlook, Social Media, Research, Public Speaking, Customer Service, Data Analysis, Time Management, Leadership, Analysis, Event Planning, Fundraising, Social Media Marketing, Social Networking, Account Reconciliation, Windows, Recruiting, Google Docs, Spreadsheets, Teamwork, Sales, Budgets, Project Management, Stata
Education
Rutgers University 2015 — 2017
Masters of Arts- Economics, Economics
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics
Gulsen Saffel's Scottrade Experience December 2008 - March 2010
Job IT Manager at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company March 2010 - Present
Scottrade December 2008 - March 2010
Delaware North Companies August 2008 - December 2008
Southern Illinois University Edwardsville July 2007 - December 2008
The Walt Disney Company June 2006 - September 2006
The Walt Disney Company June 2005 - September 2005
Skills
Financial Analysis, Customer Service, Management, Analysis, Forecasting, Microsoft Office, Data Analysis, Microsoft Excel, Finance, Project Planning, Business Analysis
Education
Washington University in St. Louis 2011 — 2011
Certificate in Business Analysis
Southern Illinois University, Edwardsville 2007 — 2009
M.S., Economics and Finance
Middle East Technical University 2003 — 2007
Bachelor's, Business Administration
The Boeing Company March 2010 - Present
Scottrade December 2008 - March 2010
Delaware North Companies August 2008 - December 2008
Southern Illinois University Edwardsville July 2007 - December 2008
The Walt Disney Company June 2006 - September 2006
The Walt Disney Company June 2005 - September 2005
Skills
Financial Analysis, Customer Service, Management, Analysis, Forecasting, Microsoft Office, Data Analysis, Microsoft Excel, Finance, Project Planning, Business Analysis
Education
Washington University in St. Louis 2011 — 2011
Certificate in Business Analysis
Southern Illinois University, Edwardsville 2007 — 2009
M.S., Economics and Finance
Middle East Technical University 2003 — 2007
Bachelor's, Business Administration
Abu Rob Abu Rob's Scottrade Experience April 2015 - Present
Job Senior Business Systems Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade April 2015 - Present
MasterCard May 2013 - April 2015
Skills
Business Requirements, SDLC, Functional Requirements, Software Documentation, JIRA, Integration, User Acceptance Testing, Requirements Gathering, Agile & Waterfall..., Project Management, Negotiation, Forecasting, Business Analysis, Facilitation, Program Management, Facilitators, Requirements Analysis, Business Intelligence, Mockups, Visio, Process Improvement, Software Project..., Vendor Management, Enterprise Software, Mock Ups, Acceptance Criteria, User Interface Design, Functional Testing, Scaled Agile Framework..., Anti Money Laundering, Online Banking, Brokerage Online..., Rally
Education
Webster University 2004 — 2006
Master of Science (MS), Human Resources Management and Services
Webster University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oklahoma State University 1996 — 2001
Bachelor of Science (B.S.), Management Information System
Scottrade April 2015 - Present
MasterCard May 2013 - April 2015
Skills
Business Requirements, SDLC, Functional Requirements, Software Documentation, JIRA, Integration, User Acceptance Testing, Requirements Gathering, Agile & Waterfall..., Project Management, Negotiation, Forecasting, Business Analysis, Facilitation, Program Management, Facilitators, Requirements Analysis, Business Intelligence, Mockups, Visio, Process Improvement, Software Project..., Vendor Management, Enterprise Software, Mock Ups, Acceptance Criteria, User Interface Design, Functional Testing, Scaled Agile Framework..., Anti Money Laundering, Online Banking, Brokerage Online..., Rally
Education
Webster University 2004 — 2006
Master of Science (MS), Human Resources Management and Services
Webster University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oklahoma State University 1996 — 2001
Bachelor of Science (B.S.), Management Information System
Chuck Kuntz Chuck Kuntz's Scottrade Experience September 2008 - December 2013
Job Senior Platform Operations Specialist at Scivantage
Industry Financial Services
Experience
Scivantage 2014 - Present
Scottrade September 2008 - December 2013
JLG Industries January 1997 - September 2001
Sheetz June 1987 - December 1996
Skills
Investments, SQL, Analysis, Microsoft Excel, Business Analysis, Access, Visio, Software Documentation, SharePoint, Databases, Data Analysis, Systems Analysis, Requirements Gathering, Management, Requirements Analysis, Customer Service, Unix
Education
Penn State University
Scivantage 2014 - Present
Scottrade September 2008 - December 2013
JLG Industries January 1997 - September 2001
Sheetz June 1987 - December 1996
Skills
Investments, SQL, Analysis, Microsoft Excel, Business Analysis, Access, Visio, Software Documentation, SharePoint, Databases, Data Analysis, Systems Analysis, Requirements Gathering, Management, Requirements Analysis, Customer Service, Unix
Education
Penn State University
Werner Mueller Werner Mueller's Scottrade Experience May 2007 - November 2013
Job Retirement Plans Manager at Carroll County MD
Industry Financial Services
Experience
Carroll County MD November 2013 - Present
Scottrade May 2007 - November 2013
GreenPoint Mortgage August 2005 - May 2007
T. Rowe Price Group, Inc. February 2000 - February 2005
T Rowe Price May 1996 - February 2000
Home Federal Savings Bank September 1989 - September 1995
Skills
Series 7, Mortgage Lending, Securities, Mutual Funds, Investments, Fixed Income, Loans, Asset Allocation, Asset Management, Bonds, Series 63, Investment Strategies, Retirement, 401k, Financial Advisory, Portfolio Management, FINRA, Equities, Retirement Planning, Series 24, Wealth Management
Education
Pace University - Lubin School of Business 1985 — 1989
BBA, Finance
Carroll County MD November 2013 - Present
Scottrade May 2007 - November 2013
GreenPoint Mortgage August 2005 - May 2007
T. Rowe Price Group, Inc. February 2000 - February 2005
T Rowe Price May 1996 - February 2000
Home Federal Savings Bank September 1989 - September 1995
Skills
Series 7, Mortgage Lending, Securities, Mutual Funds, Investments, Fixed Income, Loans, Asset Allocation, Asset Management, Bonds, Series 63, Investment Strategies, Retirement, 401k, Financial Advisory, Portfolio Management, FINRA, Equities, Retirement Planning, Series 24, Wealth Management
Education
Pace University - Lubin School of Business 1985 — 1989
BBA, Finance
Stacey Fitzreiter Stacey Fitzreiter's Scottrade Experience January 2012 - August 2012
Job Plant Finance Leadership Program Off Highway Vehicle Manufacturing Finance Manager at GE Transportation
Industry Financial Services
Experience
GE Transportation July 2015 - Present
GE Transportation August 2014 - July 2015
GE Transportation June 2013 - July 2014
Little Caesars June 2008 - May 2013
Penn State Behrend Student Affairs August 2012 - December 2012
Scottrade January 2012 - August 2012
Skills
Inventory Analysis, Forecasting, Inventory Accounting, Collaborative, Microsoft Applications, Able To Multi-task, Hard Worker, Bloomberg Terminal, Management, Pro-active Leader, Volunteering, Mentoring, Stock Market Analysis, Cost Accounting, Investment Brokerage, Customer Service
Education
Pennsylvania State University-Erie Campus 2009 — 2013
Bachelor of Science (B.S.), Finance
GE Transportation July 2015 - Present
GE Transportation August 2014 - July 2015
GE Transportation June 2013 - July 2014
Little Caesars June 2008 - May 2013
Penn State Behrend Student Affairs August 2012 - December 2012
Scottrade January 2012 - August 2012
Skills
Inventory Analysis, Forecasting, Inventory Accounting, Collaborative, Microsoft Applications, Able To Multi-task, Hard Worker, Bloomberg Terminal, Management, Pro-active Leader, Volunteering, Mentoring, Stock Market Analysis, Cost Accounting, Investment Brokerage, Customer Service
Education
Pennsylvania State University-Erie Campus 2009 — 2013
Bachelor of Science (B.S.), Finance
Sean Hudson's Scottrade Experience January 2010 - June 2012
Job Senior Internal Auditor at Helmerich & Payne
Industry Accounting
Experience
Helmerich & Payne January 2015 - Present
Grant Thornton LLP August 2012 - January 2015
Scottrade January 2010 - June 2012
US Navy June 2005 - June 2009
Skills
Business Analysis, Business Process..., Business Advisory, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Internal Audit, Internal Controls, Business Process, Sarbanes-Oxley, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Leadership, GAAP, Accounting, Microsoft Office, Microsoft Excel, US GAAP
Education
Oklahoma State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Helmerich & Payne January 2015 - Present
Grant Thornton LLP August 2012 - January 2015
Scottrade January 2010 - June 2012
US Navy June 2005 - June 2009
Skills
Business Analysis, Business Process..., Business Advisory, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Internal Audit, Internal Controls, Business Process, Sarbanes-Oxley, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Leadership, GAAP, Accounting, Microsoft Office, Microsoft Excel, US GAAP
Education
Oklahoma State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sid Levin Sid Levin's Scottrade Experience November 2014 - Present
Job C++ programmer at Scottrade
Industry Computer Software
Experience
Scottrade November 2014 - Present
Scottrade March 2012 - November 2014
ThomsonReuters April 2004 - March 2012
A. G. Edwards January 2004 - April 2004
MasterCard 2001 - 2003
IBM Global Services 1998 - 2001
IBM Global Services 1993 - 1998
McDonnell Douglas 1976 - 1993
Skills
Perl, Unix, Market Data, SQL, Linux, Software Development
Education
Washington University in St. Louis 1973 — 1975
M. S., Computer Science
Purdue University 1969 — 1973
B. S., Computer Science
Scottrade November 2014 - Present
Scottrade March 2012 - November 2014
ThomsonReuters April 2004 - March 2012
A. G. Edwards January 2004 - April 2004
MasterCard 2001 - 2003
IBM Global Services 1998 - 2001
IBM Global Services 1993 - 1998
McDonnell Douglas 1976 - 1993
Skills
Perl, Unix, Market Data, SQL, Linux, Software Development
Education
Washington University in St. Louis 1973 — 1975
M. S., Computer Science
Purdue University 1969 — 1973
B. S., Computer Science
Victor Ricker Victor Ricker's Scottrade Experience Software EngineerScivantage2013 - Present
Job Software Engineer at Scivantage
Industry Computer Software
Experience
Scottrade Software EngineerScivantage2013 - Present
Skills
Software Development, Programming, SQL, Web Services, JavaScript, Apache, Unix, Databases, Web Applications, XML, Shell Scripting, Microsoft SQL Server, Java, Subversion, jQuery, Java Enterprise Edition, Web Development, OOP, Linux, Oracle, HTML, CSS, MySQL, Fedora, C, COBOL, PHP, Windows, Application Development, PostgreSQL, Tomcat, NetBeans, Network Security, Servlets, Database Design, Unix Shell Scripting, SharePoint, Operating Systems, System Administration, JSP, Requirements Analysis, HTML 5, Software Engineering, SQL Server, Assembly, JDBC, AngularJS, HTML5
Education
Penn State University
Scottrade Software EngineerScivantage2013 - Present
Skills
Software Development, Programming, SQL, Web Services, JavaScript, Apache, Unix, Databases, Web Applications, XML, Shell Scripting, Microsoft SQL Server, Java, Subversion, jQuery, Java Enterprise Edition, Web Development, OOP, Linux, Oracle, HTML, CSS, MySQL, Fedora, C, COBOL, PHP, Windows, Application Development, PostgreSQL, Tomcat, NetBeans, Network Security, Servlets, Database Design, Unix Shell Scripting, SharePoint, Operating Systems, System Administration, JSP, Requirements Analysis, HTML 5, Software Engineering, SQL Server, Assembly, JDBC, AngularJS, HTML5
Education
Penn State University
Andrew Ulbricht Andrew Ulbricht's Scottrade Experience January 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade October 2012 - Present
Scottrade August 2011 - September 2012
Scottrade January 2010 - August 2011
Skills
Series 7, Series 63, Investments, Sales, Customer Service, Financial Analysis, Accounting, Microsoft Excel, Microsoft Word, Outlook
Education
St. John's University 2008 — 2011
Bachelor of Arts, Accounting; Finance
Melrose Area High School 2005 — 2008
Scottrade January 2015 - Present
Scottrade October 2012 - Present
Scottrade August 2011 - September 2012
Scottrade January 2010 - August 2011
Skills
Series 7, Series 63, Investments, Sales, Customer Service, Financial Analysis, Accounting, Microsoft Excel, Microsoft Word, Outlook
Education
St. John's University 2008 — 2011
Bachelor of Arts, Accounting; Finance
Melrose Area High School 2005 — 2008
Andrew Mayernick's Scottrade Experience January 2010 - August 2010
Job Manager, Business Performance Analytics at Travelers
Industry Financial Services
Experience
Travelers July 2013 - November 2013
Travelers July 2012 - June 2013
Norwalk Community Health Center September 2011 - December 2011
Scottrade January 2010 - August 2010
Hyde Park Recreation June 2003 - August 2009
Skills
Analysis, Microsoft Excel, Access, Equities, Leadership, Financial Analysis, Financial Modeling, VBA, Insurance, Data Analysis, Outlook, PowerPoint, MapPoint, SQL, SAS, Operations Research, Quality Management
Education
Quinnipiac University - School of Business 2010 — 2012
Master Of Business Administration
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Finance
Travelers July 2013 - November 2013
Travelers July 2012 - June 2013
Norwalk Community Health Center September 2011 - December 2011
Scottrade January 2010 - August 2010
Hyde Park Recreation June 2003 - August 2009
Skills
Analysis, Microsoft Excel, Access, Equities, Leadership, Financial Analysis, Financial Modeling, VBA, Insurance, Data Analysis, Outlook, PowerPoint, MapPoint, SQL, SAS, Operations Research, Quality Management
Education
Quinnipiac University - School of Business 2010 — 2012
Master Of Business Administration
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Finance
Timothy Zorich Timothy Zorich's Scottrade Experience May 2015 - Present
Job Senior Finance and Risk Control Analyst at Scottrade
Industry Accounting
Experience
Scottrade May 2015 - Present
Sigma Aldrich July 2013 - April 2015
Department of Health and Human Services June 2010 - June 2013
Social Security Administration December 2009 - May 2010
Skills
Medicare, Medicaid, Auditing, Accounting, Financial Reporting, GAAP, Internal Controls, Financial Accounting, Financial Analysis, CPA, Financial Statements, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Program Management, Accounts Receivable
Education
Rockhurst University 2010 — 2012
MBA, Management, 4.0
Rockhurst University 2006 — 2010
BSBA, Accounting
Scottrade May 2015 - Present
Sigma Aldrich July 2013 - April 2015
Department of Health and Human Services June 2010 - June 2013
Social Security Administration December 2009 - May 2010
Skills
Medicare, Medicaid, Auditing, Accounting, Financial Reporting, GAAP, Internal Controls, Financial Accounting, Financial Analysis, CPA, Financial Statements, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Program Management, Accounts Receivable
Education
Rockhurst University 2010 — 2012
MBA, Management, 4.0
Rockhurst University 2006 — 2010
BSBA, Accounting
Kyle Wickey, PMP Kyle Wickey, PMP's Scottrade Experience July 2015 - Present
Job Senior Project Manager at Scottrade
Industry Information Technology and Services
Experience
Scottrade July 2015 - Present
Scottrade January 2014 - June 2015
Scottrade January 2013 - January 2014
Cutting Edge Glass Inc March 2012 - January 2013
Trainor Glass Company September 2010 - February 2012
Praxair February 2010 - September 2010
Pfizer May 2007 - April 2009
Players Bench September 2006 - May 2007
City of Golden June 1999 - September 2006
Skills
Project Planning, Project Implementation, Project Coordination, Project Finance, Project Engineering, Project Execution, Project Delivery, Project Portfolio..., Customer Service, Customer Relations, Customer Acquisition, Customer Retention, Customer Focus, Team Building, Team Management, Team Leadership, Cross-functional Team..., Leadership Development, Strategic Leadership, Project Management
Education
Project Management Institue 2012 — 2012
Project Management Professional (PMP)
Regis University 2009 — 2011
Master of Business Administration (M.B.A.), Project Management/Operations Management
Regis University 2009 — 2011
Project Management Certification, Project Management
University of Colorado Boulder 2002 — 2006
Scottrade July 2015 - Present
Scottrade January 2014 - June 2015
Scottrade January 2013 - January 2014
Cutting Edge Glass Inc March 2012 - January 2013
Trainor Glass Company September 2010 - February 2012
Praxair February 2010 - September 2010
Pfizer May 2007 - April 2009
Players Bench September 2006 - May 2007
City of Golden June 1999 - September 2006
Skills
Project Planning, Project Implementation, Project Coordination, Project Finance, Project Engineering, Project Execution, Project Delivery, Project Portfolio..., Customer Service, Customer Relations, Customer Acquisition, Customer Retention, Customer Focus, Team Building, Team Management, Team Leadership, Cross-functional Team..., Leadership Development, Strategic Leadership, Project Management
Education
Project Management Institue 2012 — 2012
Project Management Professional (PMP)
Regis University 2009 — 2011
Master of Business Administration (M.B.A.), Project Management/Operations Management
Regis University 2009 — 2011
Project Management Certification, Project Management
University of Colorado Boulder 2002 — 2006
Michael Marino's Scottrade Experience June 2011 - October 2012
Job Financially Enthused GoGetter
Industry Higher Education
Experience
Scottrade June 2011 - October 2012
BlueBay Asset Management July 2010 - July 2010
Skills
Higher Education, Investments, Financial Markets, Public Speaking, Management, Microsoft Word, Microsoft Excel, Leadership
Education
2016 Level 2 Candidate in the CFA Program.
Regis University 2010 — 2014
Bachelor of Science (B.S.), Economics
Scottrade June 2011 - October 2012
BlueBay Asset Management July 2010 - July 2010
Skills
Higher Education, Investments, Financial Markets, Public Speaking, Management, Microsoft Word, Microsoft Excel, Leadership
Education
2016 Level 2 Candidate in the CFA Program.
Regis University 2010 — 2014
Bachelor of Science (B.S.), Economics
Carolyn Rodio Carolyn Rodio's Scottrade Experience 2012 - Present
Job Investment Consultant at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade 2012 - Present
Scottrade May 2011 - June 2012
Massarelli's Lawn Ornaments, Inc. May 2010 - September 2010
Skills
Series 7, Series 63, Finance, Investments, Securities, Financial Analysis, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Sales, Mutual Funds
Education
Rider University 2008 — 2012
BS, Finance & Entrepreneurial Studies
Scottrade 2012 - Present
Scottrade May 2011 - June 2012
Massarelli's Lawn Ornaments, Inc. May 2010 - September 2010
Skills
Series 7, Series 63, Finance, Investments, Securities, Financial Analysis, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Sales, Mutual Funds
Education
Rider University 2008 — 2012
BS, Finance & Entrepreneurial Studies
Elizabeth Mazer Elizabeth Mazer's Scottrade Experience July 2008 - August 2009
Job Trading Associate
Industry Financial Services
Experience
EJF Capital LLC April 2013 - Present
Emmanuel Cancer Foundation May 2010 - Present
Rutgers Business School September 2011 - January 2013
East Coast Warehouse and Distribution September 2012 - December 2012
US Securities and Exchange Commission May 2012 - August 2012
JPMorgan Chase November 2010 - August 2011
Scottrade July 2008 - August 2009
Skills
Credit, Finance, Banking, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
MBA, Finance, Supply Chain, 3.9
The College of New Jersey 2006 — 2010
B.S., Finance, Minor in Italian, 3.6
Clearview Regional H.S. 2002 — 2006
EJF Capital LLC April 2013 - Present
Emmanuel Cancer Foundation May 2010 - Present
Rutgers Business School September 2011 - January 2013
East Coast Warehouse and Distribution September 2012 - December 2012
US Securities and Exchange Commission May 2012 - August 2012
JPMorgan Chase November 2010 - August 2011
Scottrade July 2008 - August 2009
Skills
Credit, Finance, Banking, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
MBA, Finance, Supply Chain, 3.9
The College of New Jersey 2006 — 2010
B.S., Finance, Minor in Italian, 3.6
Clearview Regional H.S. 2002 — 2006
Sergei Bevz Sergei Bevz's Scottrade Experience September 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2013 - Present
Scottrade September 2013 - Present
Merrill Lynch November 2006 - December 2011
Morgan Stanley March 2005 - October 2006
Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Financial Analysis, Business Strategy, Securities, Financial Services, Equities, Finance, Investment Advisory, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Investment Strategies, Series 7, Series 63, Asset Management
Education
University of Vermont 2000 — 2003
Business Administration, Finance
Rollins College 1998 — 2000
International Business, Finance
Brewster Academy 1994 — 1998
High School, College Prep
Scottrade September 2013 - Present
Scottrade September 2013 - Present
Merrill Lynch November 2006 - December 2011
Morgan Stanley March 2005 - October 2006
Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Financial Analysis, Business Strategy, Securities, Financial Services, Equities, Finance, Investment Advisory, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Investment Strategies, Series 7, Series 63, Asset Management
Education
University of Vermont 2000 — 2003
Business Administration, Finance
Rollins College 1998 — 2000
International Business, Finance
Brewster Academy 1994 — 1998
High School, College Prep
Wesley Murray's Scottrade Experience December 2014 - August 2015
Job Accounts Receivable Specialist
Industry Accounting
Experience
Holland & Knight LLP August 2015 - Present
Scottrade December 2014 - August 2015
Rasmussen College May 2014 - November 2014
US Army March 2008 - July 2012
Skills
Financial Accounting, Accounting, Customer Service, Personal Development, Standards Compliance, Organization Skills, Time Management, Military, Military Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Cultural Diversity, Blended Learning, Critical Thinking, Communication, Leadership, Microsoft Office, Access, Teamwork, Research, Financial Analysis
Education
Rasmussen College 2012 — 2015
Bachelor of Science (B.S.), Accounting, 3.92 Cumulative GPA
Holland & Knight LLP August 2015 - Present
Scottrade December 2014 - August 2015
Rasmussen College May 2014 - November 2014
US Army March 2008 - July 2012
Skills
Financial Accounting, Accounting, Customer Service, Personal Development, Standards Compliance, Organization Skills, Time Management, Military, Military Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Cultural Diversity, Blended Learning, Critical Thinking, Communication, Leadership, Microsoft Office, Access, Teamwork, Research, Financial Analysis
Education
Rasmussen College 2012 — 2015
Bachelor of Science (B.S.), Accounting, 3.92 Cumulative GPA
Klenton Selz Klenton Selz's Scottrade Experience April 2015 - August 2015
Job
Industry Accounting
Experience
Scottrade April 2015 - August 2015
WiCo Management LLC May 2013 - December 2014
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Strategic Planning, Forecasting, Accounting, Contract Negotiation, Public Relations, Web Design, HTML5, Adobe Creative Suite, Virtual Business..., Web Development, Web Content Management, Microsoft Excel, Residential Roofing, Data Analysis, Construction Accounting, Construction Management, Contract Management, Claims Management, Metal Roofing, Market Research, Google Analytics, Billboards, Grasshopper, Facebook Marketing, Google Apps, Business Strategy
Education
University of North Texas 2014 — 2016
Dual Bachelors of Business Administration (BBA), Accounting and Finance
Oklahoma State University 2010 — 2013
General Business
Scottrade April 2015 - August 2015
WiCo Management LLC May 2013 - December 2014
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Strategic Planning, Forecasting, Accounting, Contract Negotiation, Public Relations, Web Design, HTML5, Adobe Creative Suite, Virtual Business..., Web Development, Web Content Management, Microsoft Excel, Residential Roofing, Data Analysis, Construction Accounting, Construction Management, Contract Management, Claims Management, Metal Roofing, Market Research, Google Analytics, Billboards, Grasshopper, Facebook Marketing, Google Apps, Business Strategy
Education
University of North Texas 2014 — 2016
Dual Bachelors of Business Administration (BBA), Accounting and Finance
Oklahoma State University 2010 — 2013
General Business
Nicholas Newby Nicholas Newby's Scottrade Experience March 2010 - August 2012
Job Sr. Analyst, Risk Modeling & Statistics at Western Union
Industry Financial Services
Experience
Western Union September 2015 - Present
S&P Capital IQ August 2012 - September 2015
Scottrade March 2010 - August 2012
Scottrade June 2009 - March 2010
University of Colorado November 2006 - May 2007
Skills
VBA, SQL, SAS Certified Base..., C++, Matlab, Statistical Modeling, Financial Modeling, Statistics, Quantitative Analytics, Quantitative Finance, Sports Statistics, Data Analysis, Numerical Analysis, Mathematical Modeling, Time Series Analysis, Data Mining, Mathematical Analysis, Data Modeling, Stata, SAS, Portfolio Management, Financial Markets, Derivatives, Equity Research, Options, Capital Markets, Trading Systems, Equity Derivatives, Investments, Fixed Income, Hedge Funds, Investment Strategies, Asset Allocation, Mutual Funds, Stock Trading, Trading Strategies, Electronic Trading, Options Strategies, Bonds, Trading, Series 7, Technical Analysis, Financial Engineering, Equity Trading, Sports Regression..., Microsoft Excel, Sports Analytics, Financial Programming, Options Pricing, Valuation
Education
University of Colorado at Denver 2012 — 2014
Master's Degree, Economics with Emphasis in Statistical Modelling, 3.5 GPA
University of Colorado at Boulder 2006 — 2010
B.A, Economics; Quantitative
Otero Junior College 2003 — 2006
2002 -2006La Junta High School 2002 — 2006
High School Diploma
Western Union September 2015 - Present
S&P Capital IQ August 2012 - September 2015
Scottrade March 2010 - August 2012
Scottrade June 2009 - March 2010
University of Colorado November 2006 - May 2007
Skills
VBA, SQL, SAS Certified Base..., C++, Matlab, Statistical Modeling, Financial Modeling, Statistics, Quantitative Analytics, Quantitative Finance, Sports Statistics, Data Analysis, Numerical Analysis, Mathematical Modeling, Time Series Analysis, Data Mining, Mathematical Analysis, Data Modeling, Stata, SAS, Portfolio Management, Financial Markets, Derivatives, Equity Research, Options, Capital Markets, Trading Systems, Equity Derivatives, Investments, Fixed Income, Hedge Funds, Investment Strategies, Asset Allocation, Mutual Funds, Stock Trading, Trading Strategies, Electronic Trading, Options Strategies, Bonds, Trading, Series 7, Technical Analysis, Financial Engineering, Equity Trading, Sports Regression..., Microsoft Excel, Sports Analytics, Financial Programming, Options Pricing, Valuation
Education
University of Colorado at Denver 2012 — 2014
Master's Degree, Economics with Emphasis in Statistical Modelling, 3.5 GPA
University of Colorado at Boulder 2006 — 2010
B.A, Economics; Quantitative
Otero Junior College 2003 — 2006
2002 -2006La Junta High School 2002 — 2006
High School Diploma
Doug Burks's Scottrade Experience 2001 - 2001
Job Vice President of Technology at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2015 - Present
Trust Company of America March 2013 - Present
DB Consults March 2010 - Present
Greenbrooke Home Owners Association July 2008 - July 2015
Computer Research, Inc. October 2006 - February 2010
Thompson Coburn, LLC 2001 - 2005
JB Oxford 2002 - 2003
Scottrade 2001 - 2001
ADP/SIS 1994 - 2001
ADP/SIS 1993 - 1994
Skills
DB2, Software, Solaris, Oracle, AIX, SDLC, Agile Methodologies, Unix, IBM Servers, Groovy, Six Sigma, Statistical Modeling, Management Consulting, Software Development, Testing, Quality Assurance, Architecture, Enterprise Architecture, Integration, Requirements Analysis, SQL, Program Management, Lean Transformation, Project Management, Software Project..., Microsoft SQL Server, Perl, Data Center, Databases, Management, Visio, Change Management, Public Speaking, IT Strategy, Business Intelligence, Cloud Computing, Leadership, SOA, Business Analysis, SharePoint, Team Leadership, Business Process, Security, Disaster Recovery, Networking, PMO, Software Documentation, Vendor Management, SaaS, IT Management
Education
University of California, Davis 2010 — 2011
Certificate, Viticulture and Enology
IBM Technical Training 2009 — 2009
Application Modernization
Villanova University 2004 — 2004
Certificate, Six Sigma Quality - Black Belt
Regis University 1999 — 2003
BS, Computer Science
University of California, Los Angeles 1962 — 1967
Math- Physics
LPL Financial August 2015 - Present
Trust Company of America March 2013 - Present
DB Consults March 2010 - Present
Greenbrooke Home Owners Association July 2008 - July 2015
Computer Research, Inc. October 2006 - February 2010
Thompson Coburn, LLC 2001 - 2005
JB Oxford 2002 - 2003
Scottrade 2001 - 2001
ADP/SIS 1994 - 2001
ADP/SIS 1993 - 1994
Skills
DB2, Software, Solaris, Oracle, AIX, SDLC, Agile Methodologies, Unix, IBM Servers, Groovy, Six Sigma, Statistical Modeling, Management Consulting, Software Development, Testing, Quality Assurance, Architecture, Enterprise Architecture, Integration, Requirements Analysis, SQL, Program Management, Lean Transformation, Project Management, Software Project..., Microsoft SQL Server, Perl, Data Center, Databases, Management, Visio, Change Management, Public Speaking, IT Strategy, Business Intelligence, Cloud Computing, Leadership, SOA, Business Analysis, SharePoint, Team Leadership, Business Process, Security, Disaster Recovery, Networking, PMO, Software Documentation, Vendor Management, SaaS, IT Management
Education
University of California, Davis 2010 — 2011
Certificate, Viticulture and Enology
IBM Technical Training 2009 — 2009
Application Modernization
Villanova University 2004 — 2004
Certificate, Six Sigma Quality - Black Belt
Regis University 1999 — 2003
BS, Computer Science
University of California, Los Angeles 1962 — 1967
Math- Physics
John W. Baker's Scottrade Experience May 2014 - Present
Job Branch Manager
Industry Financial Services
Experience
Scottrade May 2014 - Present
E*TRADE Financial June 2012 - May 2014
Charles Schwab April 2006 - June 2012
TD Waterhouse--Ameritrade April 1998 - April 2006
Direct Media 1994 - 1996
Skills
Series 63, Series 7, series 9, series 10, series 66, life and health..., Asset Allocation, Banking, Equities, FINRA, Finance, Financial Advisory, Financial Modeling, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Options, Retirement Planning, Securities, Series 65, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
Pace University 2006 — 2007
C.F.P. Candidate, Financial Planning
Alfred State 1991 — 1993
AS, Business Mangement, Finance
Somers High 1990 — 1990
Scottrade May 2014 - Present
E*TRADE Financial June 2012 - May 2014
Charles Schwab April 2006 - June 2012
TD Waterhouse--Ameritrade April 1998 - April 2006
Direct Media 1994 - 1996
Skills
Series 63, Series 7, series 9, series 10, series 66, life and health..., Asset Allocation, Banking, Equities, FINRA, Finance, Financial Advisory, Financial Modeling, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Options, Retirement Planning, Securities, Series 65, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
Pace University 2006 — 2007
C.F.P. Candidate, Financial Planning
Alfred State 1991 — 1993
AS, Business Mangement, Finance
Somers High 1990 — 1990
Sandi Moninger, PHR's Scottrade Experience March 2010 - December 2013
Job VP, Human Resources at Century Communities, Inc.
Industry Banking
Experience
Century Communities, Inc. January 2015 - Present
Solera National Bank January 2014 - July 2014
Scottrade March 2010 - December 2013
Computer Research, Inc. (CRI) January 2006 - February 2010
Janus Capital Group June 2004 - January 2006
OppenheimerFunds February 2004 - April 2004
INVESCO Funds Group April 2000 - December 2003
Skills
Visio, Deferred Compensation, SharePoint, HRIS, Talent Management, SDLC, Benefits Administration, Employee Relations, Human Resources, Talent Acquisition, Analysis, Recruiting, Strategic Planning, Performance Management, Leadership, Employee Benefits, Financial Services, Applicant Tracking..., 401k, College Recruiting, Workforce Planning, Team Leadership, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, FMLA, ADP Payroll, Internet Recruiting, Interviews, Personnel Management, Employee Training, Hiring, Technical Recruiting, HR Policies, Organizational..., Employer Branding, Sourcing
Education
Philadelphia University 1991 — 1995
Bachelor of Science (BS), Business Administration
Regis University
PHR Certification prep class
Century Communities, Inc. January 2015 - Present
Solera National Bank January 2014 - July 2014
Scottrade March 2010 - December 2013
Computer Research, Inc. (CRI) January 2006 - February 2010
Janus Capital Group June 2004 - January 2006
OppenheimerFunds February 2004 - April 2004
INVESCO Funds Group April 2000 - December 2003
Skills
Visio, Deferred Compensation, SharePoint, HRIS, Talent Management, SDLC, Benefits Administration, Employee Relations, Human Resources, Talent Acquisition, Analysis, Recruiting, Strategic Planning, Performance Management, Leadership, Employee Benefits, Financial Services, Applicant Tracking..., 401k, College Recruiting, Workforce Planning, Team Leadership, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, FMLA, ADP Payroll, Internet Recruiting, Interviews, Personnel Management, Employee Training, Hiring, Technical Recruiting, HR Policies, Organizational..., Employer Branding, Sourcing
Education
Philadelphia University 1991 — 1995
Bachelor of Science (BS), Business Administration
Regis University
PHR Certification prep class
Debra Hoffman's Scottrade Experience July 2012 - Present
Job QA Supervisor at Scottrade
Industry Information Technology and Services
Experience
Scottrade July 2012 - Present
Kaiser May 2011 - January 2012
CIGNA 2008 - 2009
GWHIS March 2006 - 2008
GWHIS 2005 - 2006
Qwest 1999 - 2005
Skills
Testing, SDLC, Process Improvement, Integration, Telecommunications, Budgeting, Software Quality..., Requirements Analysis, Microsoft Office, Problem Solving, Mentoring, CMMI, Word, Documentation, Coaching, Quality Assurance, Team Building, Excel, Leadership, Management, Software Documentation, Test Planning, Training
Education
Regis University 2000 — 2002
Computer Science
Scottrade July 2012 - Present
Kaiser May 2011 - January 2012
CIGNA 2008 - 2009
GWHIS March 2006 - 2008
GWHIS 2005 - 2006
Qwest 1999 - 2005
Skills
Testing, SDLC, Process Improvement, Integration, Telecommunications, Budgeting, Software Quality..., Requirements Analysis, Microsoft Office, Problem Solving, Mentoring, CMMI, Word, Documentation, Coaching, Quality Assurance, Team Building, Excel, Leadership, Management, Software Documentation, Test Planning, Training
Education
Regis University 2000 — 2002
Computer Science
Jonathan Schaben's Scottrade Experience August 2009 - January 2012
Job Computer Technician at Scottrade, Inc and Student at Webster University
Industry Information Services
Experience
Scottrade, Inc January 2012 - Present
Scottrade August 2009 - January 2012
Scottrade May 2008 - July 2009
Scottrade June 2007 - May 2008
Scottrade December 2006 - June 2007
Schnuck Markets, Inc. March 2005 - December 2006
Rose International August 2004 - February 2005
Skills
Active Directory, Group Policy, Servers, Windows Server, VMware, Troubleshooting, DNS, Disaster Recovery, Windows 7, Windows, Computer Hardware, VMware ESX, XP, vSphere, System Administration
Education
Webster University 2005 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Ranken Technical College 2003 — 2005
Associate's degree, Information Technology
Scottrade, Inc January 2012 - Present
Scottrade August 2009 - January 2012
Scottrade May 2008 - July 2009
Scottrade June 2007 - May 2008
Scottrade December 2006 - June 2007
Schnuck Markets, Inc. March 2005 - December 2006
Rose International August 2004 - February 2005
Skills
Active Directory, Group Policy, Servers, Windows Server, VMware, Troubleshooting, DNS, Disaster Recovery, Windows 7, Windows, Computer Hardware, VMware ESX, XP, vSphere, System Administration
Education
Webster University 2005 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Ranken Technical College 2003 — 2005
Associate's degree, Information Technology
Josh Woodworth's Scottrade Experience January 2012 - June 2013
Job Project Lead Application Development at Panera Bread
Industry Computer Software
Experience
Panera Bread June 2013 - Present
Scottrade January 2012 - June 2013
The Home Depot July 2004 - January 2012
St. Louis Scott Gallagher 2005 - 2010
Home Decorators Collection June 1999 - July 2004
Knights Limited June 1999 - July 2004
Skills
E-commerce, Web Development, HTML, SEO, MySQL, SQL, Microsoft Office, PHP, XML, Google Analytics, System Administration, Linux, CSS, Java, Online Marketing, CMS, Retail, Problem Solving, Planning, Customer Service, JavaScript, Social Media, Business Analysis, Grails, Python, Oracle, ETL, Pentaho, PL/SQL, ETL Tools, Salesforce.com, Force.com, HTML 5, Project Management, Agile Methodologies, Agile Application..., web de
Education
University of Missouri-Saint Louis 2004 — 2008
Master of Business Administration, Information Technology
Quincy University 1995 — 1999
Bachelor of Science, Computer Science
CHRISTIAN BROTHERS COLLEGE (CBC) High School 1991 — 1995
Panera Bread June 2013 - Present
Scottrade January 2012 - June 2013
The Home Depot July 2004 - January 2012
St. Louis Scott Gallagher 2005 - 2010
Home Decorators Collection June 1999 - July 2004
Knights Limited June 1999 - July 2004
Skills
E-commerce, Web Development, HTML, SEO, MySQL, SQL, Microsoft Office, PHP, XML, Google Analytics, System Administration, Linux, CSS, Java, Online Marketing, CMS, Retail, Problem Solving, Planning, Customer Service, JavaScript, Social Media, Business Analysis, Grails, Python, Oracle, ETL, Pentaho, PL/SQL, ETL Tools, Salesforce.com, Force.com, HTML 5, Project Management, Agile Methodologies, Agile Application..., web de
Education
University of Missouri-Saint Louis 2004 — 2008
Master of Business Administration, Information Technology
Quincy University 1995 — 1999
Bachelor of Science, Computer Science
CHRISTIAN BROTHERS COLLEGE (CBC) High School 1991 — 1995
Dan McCarty's Scottrade Experience March 2010 - Present
Job Senior Engineer at Clip Interactive
Industry Computer Software
Experience
Clip Interactive September 2012 - Present
Scottrade March 2010 - Present
Computer Research, Inc. March 2009 - Present
Newmerix May 2008 - October 2008
Hart Intercivic October 2003 - April 2008
CSS Incorporated October 2002 - October 2003
Connexn Technologies March 2001 - August 2002
Smart Talk February 2000 - February 2001
NETDelivery January 1997 - January 2000
SCC - now Intrado 1992 - 1997
Skills
Java, JSP, XML, Tomcat, SQL, JavaScript, Oracle, Web Applications, Databases, Microsoft SQL Server, Servlets, C#, JBoss Application Server, HTML, Software Development, Eclipse, Web Services, Weblogic, Spring, Ruby on Rails, Agile Methodologies, Design Patterns, JDBC, OOP
Education
Purdue University
Computer and Information Sciences, General
Clip Interactive September 2012 - Present
Scottrade March 2010 - Present
Computer Research, Inc. March 2009 - Present
Newmerix May 2008 - October 2008
Hart Intercivic October 2003 - April 2008
CSS Incorporated October 2002 - October 2003
Connexn Technologies March 2001 - August 2002
Smart Talk February 2000 - February 2001
NETDelivery January 1997 - January 2000
SCC - now Intrado 1992 - 1997
Skills
Java, JSP, XML, Tomcat, SQL, JavaScript, Oracle, Web Applications, Databases, Microsoft SQL Server, Servlets, C#, JBoss Application Server, HTML, Software Development, Eclipse, Web Services, Weblogic, Spring, Ruby on Rails, Agile Methodologies, Design Patterns, JDBC, OOP
Education
Purdue University
Computer and Information Sciences, General
Eric Littman's Scottrade Experience December 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2014 - Present
Ideal Concepts, Inc. October 2014 - December 2014
Northwestern Mutual September 2013 - June 2014
MetLife January 2002 - August 2013
J. Aron and Company an affiliate of Goldman Sachs October 1988 - April 2001
Education
Quinnipiac University 1975 — 1979
BS, Marketing Management
Oyster Bay High School 1971 — 1975
Scottrade December 2014 - Present
Ideal Concepts, Inc. October 2014 - December 2014
Northwestern Mutual September 2013 - June 2014
MetLife January 2002 - August 2013
J. Aron and Company an affiliate of Goldman Sachs October 1988 - April 2001
Education
Quinnipiac University 1975 — 1979
BS, Marketing Management
Oyster Bay High School 1971 — 1975
Madhavi Durgam's Scottrade Experience April 2012 - Present
Job Senior Database Developer at Scottrade
Industry Computer Software
Experience
Scottrade April 2012 - Present
IBM Global services October 2000 - April 2012
Satyam software services June 1998 - October 1999
Skills
Databases, Disaster Recovery, Unix, AIX, Enterprise Architecture, Solaris, SDLC, Requirements Analysis, Data Warehousing, Linux, Performance Tuning, IBM AIX, Integration, SQL, Software Development, Shell Scripting, Solution Architecture, Agile Methodologies
Education
Regis University 2000 — 2002
Master's degree, Information Technology
Scottrade April 2012 - Present
IBM Global services October 2000 - April 2012
Satyam software services June 1998 - October 1999
Skills
Databases, Disaster Recovery, Unix, AIX, Enterprise Architecture, Solaris, SDLC, Requirements Analysis, Data Warehousing, Linux, Performance Tuning, IBM AIX, Integration, SQL, Software Development, Shell Scripting, Solution Architecture, Agile Methodologies
Education
Regis University 2000 — 2002
Master's degree, Information Technology
Murali Gogineni's Scottrade Experience March 2013 - Present
Job IBM Filenet Architect
Industry Computer Software
Experience
Scottrade March 2013 - Present
7Hills Infotech LLC February 2013 - Present
Express Scripts May 2007 - January 2013
Franklin Templeton Investments 2004 - 2007
Skills
SOA, Spring, Web Services, Hibernate, Java, XML, SQL, Application Architecture, WebSphere MQ, SDLC, Software Development, Spring Framework, Websphere, Object Oriented Design, Solution Architecture, Java Enterprise Edition, FileNet, Datacap, Records Management, Enterprise Content...
Education
Osmania University 1995 — 1999
Scottrade March 2013 - Present
7Hills Infotech LLC February 2013 - Present
Express Scripts May 2007 - January 2013
Franklin Templeton Investments 2004 - 2007
Skills
SOA, Spring, Web Services, Hibernate, Java, XML, SQL, Application Architecture, WebSphere MQ, SDLC, Software Development, Spring Framework, Websphere, Object Oriented Design, Solution Architecture, Java Enterprise Edition, FileNet, Datacap, Records Management, Enterprise Content...
Education
Osmania University 1995 — 1999
Brad Murzyn's Scottrade Experience August 2009 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2009 - Present
Scottrade May 2007 - August 2009
Skills
Series 7, Series 63, Series 24, FINRA, Securities, Options, Equities, ETFs, Investments, Mutual Funds, Trading, Fixed Income, Equity Trading, Uniform Combined State..., Financial Services
Education
Purdue University 1997 — 2002
Bachelor of Science (B.S.), Finance, General
Scottrade August 2009 - Present
Scottrade May 2007 - August 2009
Skills
Series 7, Series 63, Series 24, FINRA, Securities, Options, Equities, ETFs, Investments, Mutual Funds, Trading, Fixed Income, Equity Trading, Uniform Combined State..., Financial Services
Education
Purdue University 1997 — 2002
Bachelor of Science (B.S.), Finance, General
Joe Dingerdissen's Scottrade Experience May 2008 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2008 - Present
Computershare August 2001 - March 2008
Computershare 2001 - 2007
Datek Online June 1999 - April 2001
Skills
Investments, Mergers & Acquisitions, Finance, Due Diligence, Contract Negotiation, Mutual Funds, Equities, Financial Services, Options, FINRA, Investment Advisory, Sales, Investment Banking, Series 7, Derivatives, Asset Allocation, Asset Managment, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Financial Reporting, Investor Relations, Fixed Income, Banking, Management, Relationship Management, Securities, Series 63, Leadership, Business Strategy, Analysis, Risk Management, Financial Risk, Financial Markets, Trading, Business Development, Capital Markets, Retirement Planning, Customer Service, Microsoft Excel, Business Analysis, Budgets, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Economics
Scottrade May 2008 - Present
Computershare August 2001 - March 2008
Computershare 2001 - 2007
Datek Online June 1999 - April 2001
Skills
Investments, Mergers & Acquisitions, Finance, Due Diligence, Contract Negotiation, Mutual Funds, Equities, Financial Services, Options, FINRA, Investment Advisory, Sales, Investment Banking, Series 7, Derivatives, Asset Allocation, Asset Managment, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Financial Reporting, Investor Relations, Fixed Income, Banking, Management, Relationship Management, Securities, Series 63, Leadership, Business Strategy, Analysis, Risk Management, Financial Risk, Financial Markets, Trading, Business Development, Capital Markets, Retirement Planning, Customer Service, Microsoft Excel, Business Analysis, Budgets, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Economics
Kyle Goad's Scottrade Experience August 2003 - April 2005
Job Risk Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
OM Securities, LLC dba OptionsHouse November 2007 - July 2015
E*TRADE Financial April 2005 - November 2007
Scottrade August 2003 - April 2005
Charles Schwab June 2002 - August 2003
Charles Schwab May 2000 - June 2002
Skills
Series 7, Series 4, Series 24, Series 55, Series 63, Operations Management, Options, Risk Management, Trading, Electronic Trading, Securities, Retail Brokerage, Stock Trading, Financial Markets, FINRA, Regulatory Reporting, Back Office, Futures, Mutual Funds, Customer Relations, General Securities..., Equities, Trading Systems, Brokerage, Customer Service, Equity Trading, Block Trading, Broker-Dealer Operations, Trading Operations, Best Execution, Order Routing, Start-ups, Financial Services, ETFs, Stocks, Capital Markets, Prime Brokerage, Market Data, Equity Derivatives, Options Strategies, Commodity, Financial Risk, Bonds, Finance, Middle Office, Spread Trading, FX Options, Portfolio Management, Settlement, Bloomberg
Education
Purdue University 1995 — 1999
E*TRADE Financial Corporation July 2015 - Present
OM Securities, LLC dba OptionsHouse November 2007 - July 2015
E*TRADE Financial April 2005 - November 2007
Scottrade August 2003 - April 2005
Charles Schwab June 2002 - August 2003
Charles Schwab May 2000 - June 2002
Skills
Series 7, Series 4, Series 24, Series 55, Series 63, Operations Management, Options, Risk Management, Trading, Electronic Trading, Securities, Retail Brokerage, Stock Trading, Financial Markets, FINRA, Regulatory Reporting, Back Office, Futures, Mutual Funds, Customer Relations, General Securities..., Equities, Trading Systems, Brokerage, Customer Service, Equity Trading, Block Trading, Broker-Dealer Operations, Trading Operations, Best Execution, Order Routing, Start-ups, Financial Services, ETFs, Stocks, Capital Markets, Prime Brokerage, Market Data, Equity Derivatives, Options Strategies, Commodity, Financial Risk, Bonds, Finance, Middle Office, Spread Trading, FX Options, Portfolio Management, Settlement, Bloomberg
Education
Purdue University 1995 — 1999
Joseph Santhosh Padiyara's Scottrade Experience October 2011 - Present
Job Sr Engineer at Scottrade
Industry Financial Services
Experience
Scottrade October 2011 - Present
Scottrade 2011 - 2012
Skills
SDLC, Requirements Analysis
Education
Pondicherry University 1989 — 1993
Scottrade October 2011 - Present
Scottrade 2011 - 2012
Skills
SDLC, Requirements Analysis
Education
Pondicherry University 1989 — 1993
Catherine Deatherage's Scottrade Experience November 2008 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade November 2008 - Present
US Army January 1999 - May 2005
Education
Oregon State University 2007 — 2009
Business, Finance, Russian
Defense Language Institute, Foreign Language Center, Presidio of Monterey, 1999 — 2000
Diploma, Russian
Scottrade November 2008 - Present
US Army January 1999 - May 2005
Education
Oregon State University 2007 — 2009
Business, Finance, Russian
Defense Language Institute, Foreign Language Center, Presidio of Monterey, 1999 — 2000
Diploma, Russian
Victor Kossowicz's Scottrade Experience May 2014 - Present
Job Innvestment Consultant
Industry Financial Services
Experience
Scottrade May 2014 - Present
Santander Investment Services October 2013 - May 2014
Merrill Lynch February 2012 - October 2013
Bloomberg 1997 - 2011
Skills
Bloomberg Terminal, Equity Research, Fixed Income, Financial Markets, Equities, Equity Valuation, Capital Markets, Investments, Series 7, Equity Trading, Trading, Trading Systems, Electronic Trading, Fixed Income Analysis, Portfolio Management, Buy-side, Series 66, Life Insurance, Health Insurance
Education
Rider University
Master of Business Administration (M.B.A.)
Scottrade May 2014 - Present
Santander Investment Services October 2013 - May 2014
Merrill Lynch February 2012 - October 2013
Bloomberg 1997 - 2011
Skills
Bloomberg Terminal, Equity Research, Fixed Income, Financial Markets, Equities, Equity Valuation, Capital Markets, Investments, Series 7, Equity Trading, Trading, Trading Systems, Electronic Trading, Fixed Income Analysis, Portfolio Management, Buy-side, Series 66, Life Insurance, Health Insurance
Education
Rider University
Master of Business Administration (M.B.A.)
Irvin Kuehn's Scottrade Experience February 2012 - August 2012
Job Network Administrator at Ameriwood Industries
Industry Furniture
Experience
Ameriwood Industries March 2013 - Present
Nesher Pharmaceuticals, LLC December 2012 - January 2013
Scottrade February 2012 - August 2012
Monsanto June 2011 - February 2012
Wells Fargo Advisors February 2011 - June 2011
MasterCard September 2010 - December 2010
Gorman and Gorman Home Loans December 2008 - June 2010
MasterCard July 2007 - July 2008
DataJacks October 2006 - July 2007
The Weather Channel July 2004 - September 2006
Skills
Software Documentation, Disaster Recovery, Project Management, ITIL, Troubleshooting, Program Management, SharePoint, Security, Management, Cisco Technologies, SDLC, Servers, Vendor Management, Active Directory, IT Service Management, Change Management, Telecommunications, PMO, Visio, TCP/IP, Agile Project Management, Iterative Methodologies
Education
Virginia Western 2001 — 2001
Cert, XML Certification
Gwinnett Technical College 1996 — 1996
"C" Programming
Jefferson County College 1982 — 1982
Psychology
Pepperdine University 1975 — 1975
General Studies
Saddleback College 1972 — 1972
General Studies
Ameriwood Industries March 2013 - Present
Nesher Pharmaceuticals, LLC December 2012 - January 2013
Scottrade February 2012 - August 2012
Monsanto June 2011 - February 2012
Wells Fargo Advisors February 2011 - June 2011
MasterCard September 2010 - December 2010
Gorman and Gorman Home Loans December 2008 - June 2010
MasterCard July 2007 - July 2008
DataJacks October 2006 - July 2007
The Weather Channel July 2004 - September 2006
Skills
Software Documentation, Disaster Recovery, Project Management, ITIL, Troubleshooting, Program Management, SharePoint, Security, Management, Cisco Technologies, SDLC, Servers, Vendor Management, Active Directory, IT Service Management, Change Management, Telecommunications, PMO, Visio, TCP/IP, Agile Project Management, Iterative Methodologies
Education
Virginia Western 2001 — 2001
Cert, XML Certification
Gwinnett Technical College 1996 — 1996
"C" Programming
Jefferson County College 1982 — 1982
Psychology
Pepperdine University 1975 — 1975
General Studies
Saddleback College 1972 — 1972
General Studies
Debbie Sease's Scottrade Experience Sr Quality Assurance EngineerScottrade FinancialOctober 2012 - Present
Job Sr Quality Assurance Engineer at Scottrade Financial
Industry Financial Services
Experience
Scottrade Sr Quality Assurance EngineerScottrade FinancialOctober 2012 - Present
Scottrade 2008 - Present
Skills
Requirements Analysis, Testing, Business Analysis, Visio, Quality Assurance, SDLC, Software Documentation, Process Improvement, SharePoint, Analysis, Back Office, Finance, HP Quality Center, Integration, Leadership, Management, Financial Markets, Quality Center, Regression Testing, Risk Management, Software Project..., Software Quality..., System Testing, Test Planning, User Acceptance Testing, Vendor Management, Waterfall
Education
Saint Louis Community College-Florissant Valley 1979 — 1980
Liberal Arts and Sciences/Liberal Studies
Hazelwood High School 1974 — 1978
Scottrade Sr Quality Assurance EngineerScottrade FinancialOctober 2012 - Present
Scottrade 2008 - Present
Skills
Requirements Analysis, Testing, Business Analysis, Visio, Quality Assurance, SDLC, Software Documentation, Process Improvement, SharePoint, Analysis, Back Office, Finance, HP Quality Center, Integration, Leadership, Management, Financial Markets, Quality Center, Regression Testing, Risk Management, Software Project..., Software Quality..., System Testing, Test Planning, User Acceptance Testing, Vendor Management, Waterfall
Education
Saint Louis Community College-Florissant Valley 1979 — 1980
Liberal Arts and Sciences/Liberal Studies
Hazelwood High School 1974 — 1978
Jennifer DeWitt's Scottrade Experience July 2010 - September 2013
Job Senior HR Coordinator at The WhiteWave Foods Company
Industry Food & Beverages
Experience
The WhiteWave Foods Company September 2013 - September 2014
Scottrade July 2010 - September 2013
Regis University December 2006 - July 2010
United Airlines 1996 - 2006
Skills
PeopleSoft, HRIS, Employee Relations, Human Resources, Onboarding
Education
Standley Lake High School 1990 — 1995
Regis University
The WhiteWave Foods Company September 2013 - September 2014
Scottrade July 2010 - September 2013
Regis University December 2006 - July 2010
United Airlines 1996 - 2006
Skills
PeopleSoft, HRIS, Employee Relations, Human Resources, Onboarding
Education
Standley Lake High School 1990 — 1995
Regis University
Dennis Chen's Scottrade Experience April 2009 - March 2010
Job Chief Financial Officer at SUPERLEAF, LLC
Industry Investment Management
Experience
SUPERLEAF, LLC / detox water September 2014 - Present
Deutsche Bank Securities July 2011 - Present
Borealis Infrastructure September 2013 - September 2014
Deutsche Bank Securities June 2010 - August 2010
Berkery, Noyes & Co., LLC May 2010 - June 2010
Scottrade April 2009 - March 2010
Skills
Capital IQ, Investment Banking, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, DCF, Due Diligence, Equity Valuation, Financial Statement..., Equities, M
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Finance
HKIS
SUPERLEAF, LLC / detox water September 2014 - Present
Deutsche Bank Securities July 2011 - Present
Borealis Infrastructure September 2013 - September 2014
Deutsche Bank Securities June 2010 - August 2010
Berkery, Noyes & Co., LLC May 2010 - June 2010
Scottrade April 2009 - March 2010
Skills
Capital IQ, Investment Banking, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, DCF, Due Diligence, Equity Valuation, Financial Statement..., Equities, M
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Finance
HKIS
Alexander Oracheff's Scottrade Experience July 2014 - Present
Job at
Industry Financial Services
Experience
Scottrade July 2014 - Present
Euro Pacific Capital 2011 - Present
TD Ameritrade January 2008 - January 2011
Fidelity Investments 2003 - 2007
Skills
Series 63, Series 7, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Equities, Mutual Funds, Finance, Investment Advisory, Financial Planning, Financial Services, Retirement, Fixed Income, Management, Alternative Investments, Investment Strategies, Insurance, Trading
Education
Regis University 1994 — 1998
B.S in B.A, Business
Fairfield Prep 1990 — 1994
Scottrade July 2014 - Present
Euro Pacific Capital 2011 - Present
TD Ameritrade January 2008 - January 2011
Fidelity Investments 2003 - 2007
Skills
Series 63, Series 7, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Equities, Mutual Funds, Finance, Investment Advisory, Financial Planning, Financial Services, Retirement, Fixed Income, Management, Alternative Investments, Investment Strategies, Insurance, Trading
Education
Regis University 1994 — 1998
B.S in B.A, Business
Fairfield Prep 1990 — 1994
Elliott Larmie's Scottrade Experience March 2006 - March 2013
Job Network Engineer at Softrim Corporation
Industry Information Technology and Services
Experience
Softrim Corporation August 2015 - Present
EPS Networks April 2013 - July 2015
Scottrade March 2006 - March 2013
Best Buy 2004 - 2006
Gateway 2002 - 2004
Best Buy 2000 - 2002
Skills
XP, Windows 7, Disaster Recovery, SharePoint, Windows Server, Troubleshooting, Active Directory, Equities, Customer Service, Options, Windows XP Pro, Microsoft Office, Networking, End User Training, Technical Support, Hardware, Windows, Integration, DNS, VMware, Data Center, VMware ESX, VPN, Servers, Cisco Technologies, Computer Hardware, DHCP, Firewalls, Software Documentation, TCP/IP, Citrix, Help Desk Support, Security, Switches, Routers, Group Policy, Microsoft Exchange, System Administration, IT Operations, ITIL, Operating Systems, Blackberry, Network Security, Network Administration, Virtualization, Altiris, vSphere, Microsoft Technologies, VMware Infrastructure, Microsoft Certified...
Education
Ozarks Technical Community College 2000 — 2002
Network and System Administration/Administrator
Southeast Missouri State University 1998 — 1998
Softrim Corporation August 2015 - Present
EPS Networks April 2013 - July 2015
Scottrade March 2006 - March 2013
Best Buy 2004 - 2006
Gateway 2002 - 2004
Best Buy 2000 - 2002
Skills
XP, Windows 7, Disaster Recovery, SharePoint, Windows Server, Troubleshooting, Active Directory, Equities, Customer Service, Options, Windows XP Pro, Microsoft Office, Networking, End User Training, Technical Support, Hardware, Windows, Integration, DNS, VMware, Data Center, VMware ESX, VPN, Servers, Cisco Technologies, Computer Hardware, DHCP, Firewalls, Software Documentation, TCP/IP, Citrix, Help Desk Support, Security, Switches, Routers, Group Policy, Microsoft Exchange, System Administration, IT Operations, ITIL, Operating Systems, Blackberry, Network Security, Network Administration, Virtualization, Altiris, vSphere, Microsoft Technologies, VMware Infrastructure, Microsoft Certified...
Education
Ozarks Technical Community College 2000 — 2002
Network and System Administration/Administrator
Southeast Missouri State University 1998 — 1998
Clissy Anderson's Scottrade Experience March 2010 - Present
Job Senior Cobol Developer at Scottrade
Industry Financial Services
Experience
Scottrade March 2010 - Present
Computer Research, Inc. September 2006 - February 2010
Skills
SDLC, COBOL, Software Documentation, Business Analysis, Visio, Testing, Requirements Analysis, IBM AS/400, IBM iSeries, SQL, Troubleshooting, User Acceptance Testing, XML, DB2, Database Design, Databases
Education
Regis University 2003 — 2008
BS Information Technology, IT
Scottrade March 2010 - Present
Computer Research, Inc. September 2006 - February 2010
Skills
SDLC, COBOL, Software Documentation, Business Analysis, Visio, Testing, Requirements Analysis, IBM AS/400, IBM iSeries, SQL, Troubleshooting, User Acceptance Testing, XML, DB2, Database Design, Databases
Education
Regis University 2003 — 2008
BS Information Technology, IT
Dirk Maas's Scottrade Experience November 2014 - Present
Job Computer Software
Industry Computer Software
Experience
Scottrade November 2014 - Present
Federated Software Group March 1999 - June 2003
Enterprise Rent-A-Car December 1996 - March 1999
VTX November 1992 - May 1995
United Engineers September 1989 - June 1992
Larimore Associates August 1987 - May 1989
Skills
Software Development, Visual Studio, Oracle, C++, Unix, Databases, Java, Linux, C, Eclipse, Testing, Object Oriented Design
Education
Webster University 2013 — 2013
Certificate in Education for Global Sustainability, 4.0 GPA
Washington University in St. Louis 2005 — 2007
MS, Computer Science
University of Missouri-Saint Louis 2003 — 2005
Coursework, Computer Science and Math
St. Louis Community College 2002 — 2005
Coursework, Math
Principia College 2003 — 2004
Coursework, Computer Science and Math
Principia College 1980 — 1984
BA, History
Webster U
Scottrade November 2014 - Present
Federated Software Group March 1999 - June 2003
Enterprise Rent-A-Car December 1996 - March 1999
VTX November 1992 - May 1995
United Engineers September 1989 - June 1992
Larimore Associates August 1987 - May 1989
Skills
Software Development, Visual Studio, Oracle, C++, Unix, Databases, Java, Linux, C, Eclipse, Testing, Object Oriented Design
Education
Webster University 2013 — 2013
Certificate in Education for Global Sustainability, 4.0 GPA
Washington University in St. Louis 2005 — 2007
MS, Computer Science
University of Missouri-Saint Louis 2003 — 2005
Coursework, Computer Science and Math
St. Louis Community College 2002 — 2005
Coursework, Math
Principia College 2003 — 2004
Coursework, Computer Science and Math
Principia College 1980 — 1984
BA, History
Webster U
Jason C. L. Huang's Scottrade Experience November 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade April 2010 - October 2014
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
Bachelor's degree, Banking, Corporate, Finance, and Securities Law, 3.38 GPA
Scottrade November 2014 - Present
Scottrade April 2010 - October 2014
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
Bachelor's degree, Banking, Corporate, Finance, and Securities Law, 3.38 GPA
Anu Prasad's Scottrade Experience February 2008 - March 2010
Job Premier Developer Services
Industry Consumer Services
Experience
Microsoft May 2014 - Present
UnitedHealth Group January 2012 - May 2014
Humana 2010 - February 2012
Scottrade February 2008 - March 2010
Ingenix 2010 - 2010
MiTek Industries Inc August 2004 - January 2007
Computerized Medical Systems 2001 - 2004
Skills
Software Development, TFS, T-SQL, .NET, WCF, Microsoft SQL Server, Agile Methodologies, IIS, SDLC, SSIS, SOA, ASP.NET, SharePoint, SQL, C#, Requirements Analysis, WPF, Oracle, Web Services, jQuery, Software Project..., Enterprise Architecture, HTML, Integration, VB.NET, Enterprise Software, Application Architecture, ASP, Web Applications, UML, XML, Visual Studio, ASP.NET MVC, Architecture, Software Design, Web Development, Stored Procedures, LINQ, ADO.NET, ASP.NET AJAX, AJAX, Visio, Entity Framework, OOP, Database Design, IT Strategy, Project Management, Business Requirements, Project Portfolio...
Education
East Tennessee State University 1997 — 2000
Master of Science (M.S.), Information Technology
Osmania University 1994 — 1997
Bachelor of Engineering, ECE
Microsoft May 2014 - Present
UnitedHealth Group January 2012 - May 2014
Humana 2010 - February 2012
Scottrade February 2008 - March 2010
Ingenix 2010 - 2010
MiTek Industries Inc August 2004 - January 2007
Computerized Medical Systems 2001 - 2004
Skills
Software Development, TFS, T-SQL, .NET, WCF, Microsoft SQL Server, Agile Methodologies, IIS, SDLC, SSIS, SOA, ASP.NET, SharePoint, SQL, C#, Requirements Analysis, WPF, Oracle, Web Services, jQuery, Software Project..., Enterprise Architecture, HTML, Integration, VB.NET, Enterprise Software, Application Architecture, ASP, Web Applications, UML, XML, Visual Studio, ASP.NET MVC, Architecture, Software Design, Web Development, Stored Procedures, LINQ, ADO.NET, ASP.NET AJAX, AJAX, Visio, Entity Framework, OOP, Database Design, IT Strategy, Project Management, Business Requirements, Project Portfolio...
Education
East Tennessee State University 1997 — 2000
Master of Science (M.S.), Information Technology
Osmania University 1994 — 1997
Bachelor of Engineering, ECE
L. K. Anderson's Scottrade Experience July 2012 - August 2013
Job
Industry Accounting
Experience
Texas Alcoholic Beverage Commission September 2013 - Present
Scottrade July 2012 - August 2013
Saint Mary's University September 2011 - August 2013
McGladrey February 2012 - April 2012
Super America July 2010 - February 2012
Qwest February 2005 - November 2009
Speedway LLC June 2001 - January 2005
Skills
Sales, Customer Service, Accounting, Auditing, Inspection, Financial Analysis, Financial Statements, GAAP, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Investigation
Education
Saint Mary's University of Minnesota 2011 — 2013
Bachelor, Accounting/Business, 3.89
Rochester Community and Technical College 2009 — 2011
Associate of Applied Science, Accounting, 4.0
Rochester Community and Technical College 2009 — 2011
Accounting Clerk Diploma, Accounting, 4.0
Texas Alcoholic Beverage Commission September 2013 - Present
Scottrade July 2012 - August 2013
Saint Mary's University September 2011 - August 2013
McGladrey February 2012 - April 2012
Super America July 2010 - February 2012
Qwest February 2005 - November 2009
Speedway LLC June 2001 - January 2005
Skills
Sales, Customer Service, Accounting, Auditing, Inspection, Financial Analysis, Financial Statements, GAAP, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Investigation
Education
Saint Mary's University of Minnesota 2011 — 2013
Bachelor, Accounting/Business, 3.89
Rochester Community and Technical College 2009 — 2011
Associate of Applied Science, Accounting, 4.0
Rochester Community and Technical College 2009 — 2011
Accounting Clerk Diploma, Accounting, 4.0
Diego M. Pestana's Scottrade Experience June 2011 - August 2013
Job Candidate for Juris Doctor at Stetson University College of Law
Industry Legal Services
Experience
Sixth Judicial Circuit Court of Florida August 2015 - Present
Law Offices of Nicholas M. Athanason, Esq., P.A. January 2015 - Present
Thorpe & Thorpe, P.A. December 2014 - Present
Seminole Hard Rock Hotel & Casino Tampa May 2014 - February 2015
Transamerica February 2014 - May 2014
Bishop McLaughlin Catholic High School September 2010 - April 2014
Saint Leo University August 2011 - December 2013
Scottrade June 2011 - August 2013
University of Tampa December 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Writing, Customer Service, Event Planning, Social Media, Public Relations, Editing, Legal Research, Legal Writing, Westlaw, Bloomberg Law, Boolean Searching, LexisNexis, Social Networking, Team Leadership, Blogging, Coaching, Auditing, Facebook
Education
Stetson University College of Law 2014 — 2017
Doctor of Law (J.D.)
Saint Leo University 2011 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General, GPA: 3.65
University of Tampa 2009 — 2010
Political Science and Government
Bishop McLaughlin Catholic High School 2005 — 2009
Sixth Judicial Circuit Court of Florida August 2015 - Present
Law Offices of Nicholas M. Athanason, Esq., P.A. January 2015 - Present
Thorpe & Thorpe, P.A. December 2014 - Present
Seminole Hard Rock Hotel & Casino Tampa May 2014 - February 2015
Transamerica February 2014 - May 2014
Bishop McLaughlin Catholic High School September 2010 - April 2014
Saint Leo University August 2011 - December 2013
Scottrade June 2011 - August 2013
University of Tampa December 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Writing, Customer Service, Event Planning, Social Media, Public Relations, Editing, Legal Research, Legal Writing, Westlaw, Bloomberg Law, Boolean Searching, LexisNexis, Social Networking, Team Leadership, Blogging, Coaching, Auditing, Facebook
Education
Stetson University College of Law 2014 — 2017
Doctor of Law (J.D.)
Saint Leo University 2011 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General, GPA: 3.65
University of Tampa 2009 — 2010
Political Science and Government
Bishop McLaughlin Catholic High School 2005 — 2009
Michael Strohmier's Scottrade Experience May 2013 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade May 2013 - Present
Strohmier Consulting LLC February 2010 - February 2012
Scottrade October 2007 - February 2010
Ameriprise Financial Services, Inc. August 2006 - June 2007
US Airways February 2005 - March 2006
All Nippon Airways February 1999 - February 2005
World Airways July 1995 - January 1999
Skills
Pricing, Aviation, Program Management, Risk Management, Sales Operations
Education
Purdue University
Bachelor's degree, Aviation Management
Scottrade May 2013 - Present
Strohmier Consulting LLC February 2010 - February 2012
Scottrade October 2007 - February 2010
Ameriprise Financial Services, Inc. August 2006 - June 2007
US Airways February 2005 - March 2006
All Nippon Airways February 1999 - February 2005
World Airways July 1995 - January 1999
Skills
Pricing, Aviation, Program Management, Risk Management, Sales Operations
Education
Purdue University
Bachelor's degree, Aviation Management
Sagar Shah, CPA, MBA's Scottrade Experience May 2006 - December 2006
Job Partner at Shah and Sons Associates LLC
Industry Accounting
Experience
Shah and Sons Associates LLC October 2011 - Present
Rothstein Kass October 2008 - October 2011
Siemens January 2007 - July 2007
Scottrade May 2006 - December 2006
Skills
CPA, Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Financial Accounting, Internal Controls, Valuation, GAAP, US GAAP, Private Equity, Financial Modeling, Hedge Funds, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Assurance, Microsoft Excel, Financial Statements, Corporate Tax, SEC filings
Education
Rutgers Business School 2007 — 2008
MBA, Accouting
Rutgers University-New Brunswick 2004 — 2007
BA, Economics
Shah and Sons Associates LLC October 2011 - Present
Rothstein Kass October 2008 - October 2011
Siemens January 2007 - July 2007
Scottrade May 2006 - December 2006
Skills
CPA, Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Financial Accounting, Internal Controls, Valuation, GAAP, US GAAP, Private Equity, Financial Modeling, Hedge Funds, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Assurance, Microsoft Excel, Financial Statements, Corporate Tax, SEC filings
Education
Rutgers Business School 2007 — 2008
MBA, Accouting
Rutgers University-New Brunswick 2004 — 2007
BA, Economics
Jorge Traslavina's Scottrade Experience May 2006 - April 2014
Job Director of Operations at Green Renaissance Corp
Industry Food Production
Experience
Green Renaissance Corp. April 2014 - Present
Scottrade Inc April 2014 - Present
Scottrade May 2006 - April 2014
Skills
Customer Service, Banking, Investments, Finance, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Risk Management, Credit
Education
Rollins College 2002 — 2006
Economics
Green Renaissance Corp. April 2014 - Present
Scottrade Inc April 2014 - Present
Scottrade May 2006 - April 2014
Skills
Customer Service, Banking, Investments, Finance, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Risk Management, Credit
Education
Rollins College 2002 — 2006
Economics
Nertil Lushka's Scottrade Experience January 2010 - August 2011
Job Entrepreneur
Industry Financial Services
Experience
Studio 4 Home Improvements LLC February 2013 - August 2015
Walgreens 2008 - 2013
Scottrade January 2010 - August 2011
Skills
Excel, Pharmaceutical Industry, Capital Markets, Financial Analysis, Due Diligence, Public Speaking, Leadership, Analysis, Pharmacy, Finance, Customer Service, Microsoft Excel, Research, Sales, Strategic Planning
Education
Rutgers Business School 2007 — 2011
Bachelor of Science, Finance
Studio 4 Home Improvements LLC February 2013 - August 2015
Walgreens 2008 - 2013
Scottrade January 2010 - August 2011
Skills
Excel, Pharmaceutical Industry, Capital Markets, Financial Analysis, Due Diligence, Public Speaking, Leadership, Analysis, Pharmacy, Finance, Customer Service, Microsoft Excel, Research, Sales, Strategic Planning
Education
Rutgers Business School 2007 — 2011
Bachelor of Science, Finance
Jaylesh Patel's Scottrade Experience November 2011 - April 2012
Job Inventory Room Designer at Shipcom Wireless
Industry Semiconductors
Experience
Shipcom Wireless August 2014 - Present
TDI Power June 2013 - June 2014
Scottrade November 2011 - April 2012
Get the Picture Corp. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Teamwork, Outlook, Process Improvement, Microsoft Word, Leadership, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (BS), Finance and Supply Chain Management
Shipcom Wireless August 2014 - Present
TDI Power June 2013 - June 2014
Scottrade November 2011 - April 2012
Get the Picture Corp. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Teamwork, Outlook, Process Improvement, Microsoft Word, Leadership, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (BS), Finance and Supply Chain Management
Robert Petrucci's Scottrade Experience February 2005 - February 2008
Job Proprietary Trader at T3 Trading LLC.
Industry Financial Services
Experience
T3 Trading LLC. January 2012 - June 2012
Financial Service Professional February 2010 - March 2012
OnPoint Executions LLC. February 2008 - January 2010
Scottrade February 2005 - February 2008
Sun America AIG ADvisors February 2004 - February 2005
Dreyfus Brokerage Services February 1983 - June 2002
Education
Kingsborough College
Associates, Business Administration
Queens College
T3 Trading LLC. January 2012 - June 2012
Financial Service Professional February 2010 - March 2012
OnPoint Executions LLC. February 2008 - January 2010
Scottrade February 2005 - February 2008
Sun America AIG ADvisors February 2004 - February 2005
Dreyfus Brokerage Services February 1983 - June 2002
Education
Kingsborough College
Associates, Business Administration
Queens College
Renee Michel's Scottrade Experience July 2011 - Present
Job Senior Technical Support Analyst
Industry Financial Services
Experience
Scottrade July 2011 - Present
LeaseProcess January 2004 - December 2010
FNF Capital January 1998 - January 2004
Skills
Microsoft Excel, Accounting, Accounts Payable, Sales, Recruiting, Insurance, Credit, Customer Service, Team Building, Human Resources, Customer Satisfaction, Accounts Receivable, Microsoft Word, PowerPoint, Employee Benefits, Risk Management, Process Improvement, Financial Analysis, Contract Negotiation, Interviews, Forecasting, Office Management, Business Analysis
Education
Education Direct Center for Degree Studies, Online 1996 — 1998
Associates, Computer Science
Red Rocks Community College
Associates, General Studies
Scottrade July 2011 - Present
LeaseProcess January 2004 - December 2010
FNF Capital January 1998 - January 2004
Skills
Microsoft Excel, Accounting, Accounts Payable, Sales, Recruiting, Insurance, Credit, Customer Service, Team Building, Human Resources, Customer Satisfaction, Accounts Receivable, Microsoft Word, PowerPoint, Employee Benefits, Risk Management, Process Improvement, Financial Analysis, Contract Negotiation, Interviews, Forecasting, Office Management, Business Analysis
Education
Education Direct Center for Degree Studies, Online 1996 — 1998
Associates, Computer Science
Red Rocks Community College
Associates, General Studies
Lynne Friedwald's Scottrade Experience March 2015 - Present
Job Producing Branch Manager
Industry Financial Services
Experience
Scottrade March 2015 - Present
Td Ameritrade June 2010 - March 2015
Charles Schwab June 2003 - June 2010
Charles Schwab June 2003 - June 2010
Skills
Comprehensive Wealth..., Series 66, FINRA, Managed Accounts, Insurance Planning, IRA's, Wealth Preservation..., Investment Strategies, Financial Advisory, Series 24, Alternative Investments, Financial Services, Investments, Uniform Combined State...
Education
Pace University
Scottrade March 2015 - Present
Td Ameritrade June 2010 - March 2015
Charles Schwab June 2003 - June 2010
Charles Schwab June 2003 - June 2010
Skills
Comprehensive Wealth..., Series 66, FINRA, Managed Accounts, Insurance Planning, IRA's, Wealth Preservation..., Investment Strategies, Financial Advisory, Series 24, Alternative Investments, Financial Services, Investments, Uniform Combined State...
Education
Pace University
Kenny Moy's Scottrade Experience September 2011 - March 2013
Job MIS and Financial Operations Intern
Industry Financial Services
Experience
Coldwell Banker Commercial June 2014 - November 2014
The MDE Group, Inc April 2013 - September 2013
Delta Sigma Phi Fraternity January 2012 - May 2013
Rutgers Cantonese Club September 2011 - May 2013
Scottrade September 2011 - March 2013
Vector Marketing June 2011 - September 2011
Target May 2011 - September 2011
Warren Township May 2008 - March 2010
American Red Cross 2008 - 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Vlookup, Pivot Tables
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Bachelor's degree, Business Analytics and Information Technology, Finance
Coldwell Banker Commercial June 2014 - November 2014
The MDE Group, Inc April 2013 - September 2013
Delta Sigma Phi Fraternity January 2012 - May 2013
Rutgers Cantonese Club September 2011 - May 2013
Scottrade September 2011 - March 2013
Vector Marketing June 2011 - September 2011
Target May 2011 - September 2011
Warren Township May 2008 - March 2010
American Red Cross 2008 - 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Vlookup, Pivot Tables
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Bachelor's degree, Business Analytics and Information Technology, Finance
Jorge Alberto Traslaviña's Scottrade Experience I want to help you with your financial future. I'll give you the support you need for financial success.$
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade I want to help you with your financial future. I'll give you the support you need for financial success.$
Skills
Stock Market, Spanish, Finance, Compliance, Securities, Options
Education
Rollins College 2002 — 2006
Bachelor's degree, Economics
Scottrade I want to help you with your financial future. I'll give you the support you need for financial success.$
Skills
Stock Market, Spanish, Finance, Compliance, Securities, Options
Education
Rollins College 2002 — 2006
Bachelor's degree, Economics
Scott Rubin, CFA's Scottrade Experience August 2005 - December 2008
Job Director of Research at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. October 2011 - Present
Portfolio Evaluations, Inc. December 2008 - October 2011
Scottrade August 2005 - December 2008
American Express Financial Advisors October 2004 - June 2005
Education
Rutgers University 2006 — 2008
Master of Business Administration (MBA), Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Portfolio Evaluations, Inc. October 2011 - Present
Portfolio Evaluations, Inc. December 2008 - October 2011
Scottrade August 2005 - December 2008
American Express Financial Advisors October 2004 - June 2005
Education
Rutgers University 2006 — 2008
Master of Business Administration (MBA), Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Finance, General
boris borchevsky's Scottrade Experience November 2009 - August 2011
Job Full charge bookkeeper
Industry Accounting
Experience
Plexon Inc. January 2012 - Present
Scottrade November 2009 - August 2011
Allstate March 2008 - August 2009
Education
Rider University 2013 — 2015
Master's degree, Accounting
Rider University 2009 — 2012
Bachelor of Science (BS), Accounting
Plexon Inc. January 2012 - Present
Scottrade November 2009 - August 2011
Allstate March 2008 - August 2009
Education
Rider University 2013 — 2015
Master's degree, Accounting
Rider University 2009 — 2012
Bachelor of Science (BS), Accounting
David Holubowski's Scottrade Experience June 2014 - Present
Job AVP, Model and Market Risk
Industry Banking
Experience
Scottrade June 2014 - Present
Ameren May 2008 - May 2014
PPL Corporation June 2003 - May 2008
PPL Corporation September 2000 - June 2003
Skills
Risk Management, Risk Monitoring, Risk Compliance, Risk Governance, Risk Models, Risk Assessment, Finance, Business Process, Business Analysis, SAS programming, Oracle, Microsoft Applications, Visual Basic, Communicative Skills, Teamwork, Leadership, Analytics, Option Valuation, Options Strategies, Option Pricing Models, VAR, Price Forecasting, Presentations, Financial Risk, Financial Modeling, Financial Analysis, Business Process...
Education
Lehigh University 2004 — 2008
Finance, General
Penn State University 1994 — 1999
Bachelor of Science (B.S.), Management Sciences and Quantitative Methods
Scottrade June 2014 - Present
Ameren May 2008 - May 2014
PPL Corporation June 2003 - May 2008
PPL Corporation September 2000 - June 2003
Skills
Risk Management, Risk Monitoring, Risk Compliance, Risk Governance, Risk Models, Risk Assessment, Finance, Business Process, Business Analysis, SAS programming, Oracle, Microsoft Applications, Visual Basic, Communicative Skills, Teamwork, Leadership, Analytics, Option Valuation, Options Strategies, Option Pricing Models, VAR, Price Forecasting, Presentations, Financial Risk, Financial Modeling, Financial Analysis, Business Process...
Education
Lehigh University 2004 — 2008
Finance, General
Penn State University 1994 — 1999
Bachelor of Science (B.S.), Management Sciences and Quantitative Methods
David hinshaw's Scottrade Experience February 2005 - February 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade February 2005 - February 2014
Education
Old Dominion University
Bachelor of Science (BS), Accounting and Finance
Scottrade February 2005 - February 2014
Education
Old Dominion University
Bachelor of Science (BS), Accounting and Finance
Brittanie Taylor's Scottrade Experience 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade 2013 - Present
Vector Marketing June 2013 - August 2013
Trends and blends September 2012 - May 2013
Skills
Customer Service, Retail Sales, Athletic Training, Cosmetology, Microsoft Office, Front Office, Cash Handling Experience, Appointment Scheduling, Client Rapport, Close Attention to..., Time Management, Business Intelligence, Strongly self-motivated, Goal-oriented..., Dependable Team Player, Professional..., Telephone Skills, Editing, Inventory Accuracy, Microsoft Excel, Microsoft Word, Microsoft Technologies, Biotechnology, Agriculture, Guest Service Management, Greeting, Team Leadership, Team-oriented, Multi Tasking, Versatility, Consulting, Quality Assurance, Customer Satisfaction, Sales Management, Sales Operations, Retaining Customers, Document Management, Software Documentation, Typing, Scanners, Electronic Filing, Organizational..., Stock Control, Store Operations, Company Secretarial Work, Procedure Development, Advertising Sales, Mobile Marketing, Injury Prevention, Sports Injuries
Education
Vatterott College-Berkeley 2010 — 2011
Certification, Cosmetology/Cosmetologist, General
Ottawa University 2009 — 2010
College credits, Mass Communication/Media Studies
Scottrade 2013 - Present
Vector Marketing June 2013 - August 2013
Trends and blends September 2012 - May 2013
Skills
Customer Service, Retail Sales, Athletic Training, Cosmetology, Microsoft Office, Front Office, Cash Handling Experience, Appointment Scheduling, Client Rapport, Close Attention to..., Time Management, Business Intelligence, Strongly self-motivated, Goal-oriented..., Dependable Team Player, Professional..., Telephone Skills, Editing, Inventory Accuracy, Microsoft Excel, Microsoft Word, Microsoft Technologies, Biotechnology, Agriculture, Guest Service Management, Greeting, Team Leadership, Team-oriented, Multi Tasking, Versatility, Consulting, Quality Assurance, Customer Satisfaction, Sales Management, Sales Operations, Retaining Customers, Document Management, Software Documentation, Typing, Scanners, Electronic Filing, Organizational..., Stock Control, Store Operations, Company Secretarial Work, Procedure Development, Advertising Sales, Mobile Marketing, Injury Prevention, Sports Injuries
Education
Vatterott College-Berkeley 2010 — 2011
Certification, Cosmetology/Cosmetologist, General
Ottawa University 2009 — 2010
College credits, Mass Communication/Media Studies
Roger Weller's Scottrade Experience November 2011 - March 2014
Job Consultant at CheckUp Revenue Specialists
Industry Management Consulting
Experience
Check-Up Revenue Specialists May 2014 - Present
Scottrade November 2011 - March 2014
Waddell & Reed May 2008 - November 2011
Marquis Cleaners and Laundry February 2006 - July 2007
Edward Jones December 1999 - January 2006
Five Star Bank April 1994 - December 1999
Nationwide Insurance April 1991 - April 1994
Chase February 1966 - November 1990
Skills
Management Consulting, Business Process..., Business Analysis, Change Management, Business Transformation, Strategy, Business Strategy, Business Process, Business Intelligence, Program Management
Education
Rochester Institute of Technology 1967 — 1976
Bachelor's Degree, Business
Check-Up Revenue Specialists May 2014 - Present
Scottrade November 2011 - March 2014
Waddell & Reed May 2008 - November 2011
Marquis Cleaners and Laundry February 2006 - July 2007
Edward Jones December 1999 - January 2006
Five Star Bank April 1994 - December 1999
Nationwide Insurance April 1991 - April 1994
Chase February 1966 - November 1990
Skills
Management Consulting, Business Process..., Business Analysis, Change Management, Business Transformation, Strategy, Business Strategy, Business Process, Business Intelligence, Program Management
Education
Rochester Institute of Technology 1967 — 1976
Bachelor's Degree, Business
Nora Ball's Scottrade Experience January 2004 - Present
Job Assistant Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2004 - Present
Education
Plymouth State University
Scottrade January 2004 - Present
Education
Plymouth State University
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank