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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Danielle Heller Danielle Heller's Scottrade Experience 2004 - 2006
Job Sales Support and Project Management
Industry Construction
Experience
Collier Warehouse, Inc - San Francisco May 2015 - Present
Mobile Modular April 2007 - April 2015
Scottrade 2004 - 2006
TUV Rheinland of North America 2002 - 2004
Skills
Project Management, Team Building, Training, CRM, Operations Management, Contract Negotiation, Microsoft Office, Contract Management, Customer Satisfaction, Procurement, Management, Dependable Team Player, Lean Thinking, Continuous Improvement, Project Coordination, Result Oriented, New Business Development, Construction Drawings, Computer Proficiency, Oracle, Trade Shows, Inventory Accuracy, Office Administration, Project Delivery, Subcontractor..., Flexibility, Success Driven, Schools, Partnerships, ERP Implementations, Highly detail oriented, QuickBooks
Education
San Joaquin Delta College
Collier Warehouse, Inc - San Francisco May 2015 - Present
Mobile Modular April 2007 - April 2015
Scottrade 2004 - 2006
TUV Rheinland of North America 2002 - 2004
Skills
Project Management, Team Building, Training, CRM, Operations Management, Contract Negotiation, Microsoft Office, Contract Management, Customer Satisfaction, Procurement, Management, Dependable Team Player, Lean Thinking, Continuous Improvement, Project Coordination, Result Oriented, New Business Development, Construction Drawings, Computer Proficiency, Oracle, Trade Shows, Inventory Accuracy, Office Administration, Project Delivery, Subcontractor..., Flexibility, Success Driven, Schools, Partnerships, ERP Implementations, Highly detail oriented, QuickBooks
Education
San Joaquin Delta College
Brian Flynn Brian Flynn's Scottrade Experience February 2011 - August 2013
Job Product Manager. Renaissance Man. Business, technology and user experience visionary. @brianpaulflynn
Industry Information Technology and Services
Experience
SolarWinds September 2013 - Present
Scottrade February 2011 - August 2013
BAT Technology Services, LLC September 1997 - August 2013
Gateway EDI September 2010 - February 2011
Gateway EDI September 2008 - September 2010
Gateway EDI May 2008 - September 2008
Gateway EDI November 2006 - May 2008
Stifel Nicolaus July 2002 - November 2006
Huttig Building Products 1999 - 2002
Saint Louis University June 1998 - August 1998
Skills
Microsoft SQL Server, T-SQL, Analysis Services, MDX, SSRS, IIS, ASP, ASP.NET, Windows Server, Active Directory, DNS, FRS, DFS, Network Engineering, Firewalls, ISA, Netscreen, Sonicwall, Group Policy, MS Excel Pivot Tables, MSCS, NLB, Data Modeling, Microsoft Exchange, SharePoint, RAID, Leadership, IT Management, SSIS, Web Services, Business Intelligence, SQL, Data Warehousing, Servers, Cloud Computing, Data Center, System Administration, C#, Web Applications, Security, Troubleshooting, Web Development, Database Design, Requirements Gathering, Access, Disaster Recovery, Database Administration, CSS, VB.NET, VBScript
Education
Saint Louis University 1995 — 1999
B.A., Computer Science & Mathematics
East Peoria Community High School
SolarWinds September 2013 - Present
Scottrade February 2011 - August 2013
BAT Technology Services, LLC September 1997 - August 2013
Gateway EDI September 2010 - February 2011
Gateway EDI September 2008 - September 2010
Gateway EDI May 2008 - September 2008
Gateway EDI November 2006 - May 2008
Stifel Nicolaus July 2002 - November 2006
Huttig Building Products 1999 - 2002
Saint Louis University June 1998 - August 1998
Skills
Microsoft SQL Server, T-SQL, Analysis Services, MDX, SSRS, IIS, ASP, ASP.NET, Windows Server, Active Directory, DNS, FRS, DFS, Network Engineering, Firewalls, ISA, Netscreen, Sonicwall, Group Policy, MS Excel Pivot Tables, MSCS, NLB, Data Modeling, Microsoft Exchange, SharePoint, RAID, Leadership, IT Management, SSIS, Web Services, Business Intelligence, SQL, Data Warehousing, Servers, Cloud Computing, Data Center, System Administration, C#, Web Applications, Security, Troubleshooting, Web Development, Database Design, Requirements Gathering, Access, Disaster Recovery, Database Administration, CSS, VB.NET, VBScript
Education
Saint Louis University 1995 — 1999
B.A., Computer Science & Mathematics
East Peoria Community High School
Steven T. Jodlowski Steven T. Jodlowski's Scottrade Experience June 2015 - Present
Job Middle Office Specialist Level I at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
Renaissance Financial July 2014 - June 2015
Panera Bread 2006 - 2014
Skills
Finance, Series 7, Strategic Planning, Microsoft Excel, Social Networking, Public Speaking, Insurance, Retirement Planning, Financial Planning, Team Building, Customer Service, Leadership, Management, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Saint Louis University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. Louis Community College 2006 — 2009
Associate of Arts and Sciences (AAS), Business Administration and Management
Scottrade June 2015 - Present
Renaissance Financial July 2014 - June 2015
Panera Bread 2006 - 2014
Skills
Finance, Series 7, Strategic Planning, Microsoft Excel, Social Networking, Public Speaking, Insurance, Retirement Planning, Financial Planning, Team Building, Customer Service, Leadership, Management, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Saint Louis University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. Louis Community College 2006 — 2009
Associate of Arts and Sciences (AAS), Business Administration and Management
Craig Toberman, CPA Craig Toberman, CPA's Scottrade Experience March 2014 - March 2015
Job Financial Consultant at Foundation Wealth Management
Industry Financial Services
Experience
Foundation Wealth Management April 2015 - Present
Scottrade March 2014 - March 2015
Wirtz Beverage Group July 2012 - October 2013
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Business Strategy, Financial Markets, Financial Modeling
Education
Saint Louis University 2011 — 2012
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 2007 — 2010
Bachelor of Science (B.S.), Agricultural and Consumer Economics
Foundation Wealth Management April 2015 - Present
Scottrade March 2014 - March 2015
Wirtz Beverage Group July 2012 - October 2013
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Business Strategy, Financial Markets, Financial Modeling
Education
Saint Louis University 2011 — 2012
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 2007 — 2010
Bachelor of Science (B.S.), Agricultural and Consumer Economics
Brian Saunders Brian Saunders's Scottrade Experience January 2014 - Present
Job Network Engineer III at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Scottrade March 2011 - January 2014
Scottrade November 2009 - March 2011
Scottrade September 2008 - November 2009
Deer Hill Expeditions May 2008 - August 2008
Skills
Network Design, Routing, Switching, Wireless Networking, Wireless Security, Network Load Balancing, WAN Optimization, DNS, DHCP, Packet Capture, Network Infrastructure, Data Center, Cisco Technologies, Access Lists, 802.1x, RADIUS, TACACS+, Networking, LTM, GTM
Education
Saint Louis University 2001 — 2006
Bachelor of Science in Business Administration, Management Information Systems, General
Scottrade January 2014 - Present
Scottrade March 2011 - January 2014
Scottrade November 2009 - March 2011
Scottrade September 2008 - November 2009
Deer Hill Expeditions May 2008 - August 2008
Skills
Network Design, Routing, Switching, Wireless Networking, Wireless Security, Network Load Balancing, WAN Optimization, DNS, DHCP, Packet Capture, Network Infrastructure, Data Center, Cisco Technologies, Access Lists, 802.1x, RADIUS, TACACS+, Networking, LTM, GTM
Education
Saint Louis University 2001 — 2006
Bachelor of Science in Business Administration, Management Information Systems, General
Michael Tobben Michael Tobben's Scottrade Experience January 2007 - May 2008
Job Job Seeking Financial Professional
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - December 2011
Scottrade January 2007 - May 2008
Skills
Series 7, Series 63, Investments, Fixed Income, Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
St. Francis Borgia Regional High School 1994 — 1998
Saint Louis University
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Wells Fargo Advisors June 2008 - December 2011
Scottrade January 2007 - May 2008
Skills
Series 7, Series 63, Investments, Fixed Income, Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
St. Francis Borgia Regional High School 1994 — 1998
Saint Louis University
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Mariah Mazerski Mariah Mazerski's Scottrade Experience 2008 - 2009
Job
Industry Nonprofit Organization Management
Experience
American Red Cross December 2013 - Present
McChord Thrift Shop April 2012 - March 2013
USONW February 2011 - June 2011
HOBY Vermont 2003 - 2011
Shaw's Supermarkets September 2007 - October 2009
Scottrade 2008 - 2009
Saint Michael's College Residence Life 2006 - 2008
Massucco Law Offices 2005 - 2007
Education
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.)
American Red Cross December 2013 - Present
McChord Thrift Shop April 2012 - March 2013
USONW February 2011 - June 2011
HOBY Vermont 2003 - 2011
Shaw's Supermarkets September 2007 - October 2009
Scottrade 2008 - 2009
Saint Michael's College Residence Life 2006 - 2008
Massucco Law Offices 2005 - 2007
Education
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.)
Evan Russell's Scottrade Experience June 2014 - Present
Job Talent Acquisition Specialist at Scottrade
Industry Information Technology and Services
Experience
Scottrade June 2014 - Present
KellyMitchell Group, Inc June 2012 - May 2014
Saint Louis University August 2011 - June 2012
Fleishman-Hillard May 2010 - August 2011
Saint Louis University March 2008 - April 2010
Skills
Recruiting, Talent Management, Human Resources, Onboarding, Interviews, Screening, Applicant Tracking..., Consulting, Staff Augmentation, Sourcing, Management, Payroll, Employee Benefits, IT Solutions, New Hire Orientations, Talent Acquisition, Hiring Practices, Hiring Employees, Leadership, Deferred Compensation, HR Policies, Staffing Services, Temporary Placement, Organizational..., Technical Recruiting, Information Technology, Training, College Recruiting, Project Management, Networking, Strategic Hiring, Taleo, Hiring Personnel, Hiring
Education
Saint Louis University 2007 — 2011
BA, Psychology
Scottrade June 2014 - Present
KellyMitchell Group, Inc June 2012 - May 2014
Saint Louis University August 2011 - June 2012
Fleishman-Hillard May 2010 - August 2011
Saint Louis University March 2008 - April 2010
Skills
Recruiting, Talent Management, Human Resources, Onboarding, Interviews, Screening, Applicant Tracking..., Consulting, Staff Augmentation, Sourcing, Management, Payroll, Employee Benefits, IT Solutions, New Hire Orientations, Talent Acquisition, Hiring Practices, Hiring Employees, Leadership, Deferred Compensation, HR Policies, Staffing Services, Temporary Placement, Organizational..., Technical Recruiting, Information Technology, Training, College Recruiting, Project Management, Networking, Strategic Hiring, Taleo, Hiring Personnel, Hiring
Education
Saint Louis University 2007 — 2011
BA, Psychology
Steve Freedman, MBA Steve Freedman, MBA's Scottrade Experience November 2014 - Present
Job Branch Manager
Industry Investment Management
Experience
Scottrade November 2014 - Present
SFCO January 2006 - Present
Scottrade November 2012 - November 2014
Wells Fargo March 2011 - October 2012
Bank of America March 2005 - October 2009
Skills
CRM, Sales, Investments, Banking, Team Leadership, Business Analysis, Finance, Microsoft Office, Account Management, Real Estate, Forecasting, Mortgage Lending, New Business Development, Business Strategy, Customer Service, Adobe Creative Suite, Graphic Design, Project Management, Product Development, Business Planning, Investment Properties, Business Process..., Brokerage, Options Strategies, Financial Modeling, Financial Planning, Financial Services
Education
Saint Mary's College of California 2010 — 2012
Master in Business Administration, Honors
San Francisco State University, College of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Management, Finance, Entrepreneurship, Honors: Cum Laude
De La Salle High School 1994 — 1999
Scottrade November 2014 - Present
SFCO January 2006 - Present
Scottrade November 2012 - November 2014
Wells Fargo March 2011 - October 2012
Bank of America March 2005 - October 2009
Skills
CRM, Sales, Investments, Banking, Team Leadership, Business Analysis, Finance, Microsoft Office, Account Management, Real Estate, Forecasting, Mortgage Lending, New Business Development, Business Strategy, Customer Service, Adobe Creative Suite, Graphic Design, Project Management, Product Development, Business Planning, Investment Properties, Business Process..., Brokerage, Options Strategies, Financial Modeling, Financial Planning, Financial Services
Education
Saint Mary's College of California 2010 — 2012
Master in Business Administration, Honors
San Francisco State University, College of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Management, Finance, Entrepreneurship, Honors: Cum Laude
De La Salle High School 1994 — 1999
Chris Schroeder Chris Schroeder's Scottrade Experience October 2012 - September 2013
Job Digital Strategy and Analytics
Industry Consumer Goods
Experience
Nestlé Purina North America April 2015 - Present
Nestlé Purina North America September 2013 - Present
Scottrade October 2012 - September 2013
Scottrade January 2011 - October 2012
Elsevier January 2009 - January 2011
Blue Molecule March 2006 - January 2009
Skills
Digital Marketing, Web Analytics, SEO, PPC, Display Advertising, Entrepreneurship, Adobe Insight, Adobe SiteCatalyst, Omniture, Unica, Google Analytics, Google Adwords, Google Webmaster Tools, Big Data, Digital Strategy, Business Intelligence, OBIEE, Tableau, Data Analysis, Project Management, Search Advertising, Search Analysis, Multi-channel Marketing, Attribution Modeling, Performance Attribution
Education
Saint Louis University 1996 — 2000
BS
Da Regis Rangers
DeSmet Jesuit High School
Nestlé Purina North America April 2015 - Present
Nestlé Purina North America September 2013 - Present
Scottrade October 2012 - September 2013
Scottrade January 2011 - October 2012
Elsevier January 2009 - January 2011
Blue Molecule March 2006 - January 2009
Skills
Digital Marketing, Web Analytics, SEO, PPC, Display Advertising, Entrepreneurship, Adobe Insight, Adobe SiteCatalyst, Omniture, Unica, Google Analytics, Google Adwords, Google Webmaster Tools, Big Data, Digital Strategy, Business Intelligence, OBIEE, Tableau, Data Analysis, Project Management, Search Advertising, Search Analysis, Multi-channel Marketing, Attribution Modeling, Performance Attribution
Education
Saint Louis University 1996 — 2000
BS
Da Regis Rangers
DeSmet Jesuit High School
Lan (Grace) Chen Lan (Grace) Chen's Scottrade Experience June 2011 - January 2012
Job Analytical & Process Strategist at BarryWehmiller Companies, Inc
Industry Logistics and Supply Chain
Experience
Barry-Wehmiller Companies, Inc January 2015 - Present
Barry-Wehmiller Companies, Inc July 2014 - December 2014
Monsanto January 2014 - June 2014
QH Industries, LLC June 2012 - June 2013
Beta Alpha Psi at Saint Louis University August 2011 - May 2012
Scottrade June 2011 - January 2012
Saint Louis University – Career Resource Centre, St. Louis, MO August 2010 - May 2011
Saint Louis University - International Service Office August 2010 - December 2010
Golden Key International Honour Society January 2010 - December 2010
Saint Louis University January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Time Management, Microsoft Word, Outlook, Higher Education, Non-profits, Event Planning, Customer Service, SAP, Ariba, Data Analysis, Website Development, Global Sourcing
Education
Saint Louis University 2013 — 2014
Master of Science, Supply Chain Management Candidate
Saint Louis University 2009 — 2012
Bachelor
Barry-Wehmiller Companies, Inc January 2015 - Present
Barry-Wehmiller Companies, Inc July 2014 - December 2014
Monsanto January 2014 - June 2014
QH Industries, LLC June 2012 - June 2013
Beta Alpha Psi at Saint Louis University August 2011 - May 2012
Scottrade June 2011 - January 2012
Saint Louis University – Career Resource Centre, St. Louis, MO August 2010 - May 2011
Saint Louis University - International Service Office August 2010 - December 2010
Golden Key International Honour Society January 2010 - December 2010
Saint Louis University January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Time Management, Microsoft Word, Outlook, Higher Education, Non-profits, Event Planning, Customer Service, SAP, Ariba, Data Analysis, Website Development, Global Sourcing
Education
Saint Louis University 2013 — 2014
Master of Science, Supply Chain Management Candidate
Saint Louis University 2009 — 2012
Bachelor
Jessica Day Jessica Day's Scottrade Experience February 2011 - May 2012
Job J.D. Candidate at Vanderbilt University Law School
Industry Law Practice
Experience
Sidley Austin LLP May 2014 - August 2014
Neal & Harwell July 2013 - August 2013
Locke Lord LLP May 2013 - June 2013
Scottrade February 2011 - May 2012
Scottrade May 2010 - February 2011
ADM May 2009 - August 2009
University of Missouri August 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Customer Service, Marketing Communications, Event Planning, Economics, Financial Analysis, Finance, Microsoft Word, Data Analysis, Outlook, Public Speaking
Education
Vanderbilt University Law School 2012 — 2015
Juris Doctor (J.D.), Law
Saint Louis University 2009 — 2012
Business Administration, Economics
University of Missouri 2008 — 2009
Journalism
Sidley Austin LLP May 2014 - August 2014
Neal & Harwell July 2013 - August 2013
Locke Lord LLP May 2013 - June 2013
Scottrade February 2011 - May 2012
Scottrade May 2010 - February 2011
ADM May 2009 - August 2009
University of Missouri August 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Customer Service, Marketing Communications, Event Planning, Economics, Financial Analysis, Finance, Microsoft Word, Data Analysis, Outlook, Public Speaking
Education
Vanderbilt University Law School 2012 — 2015
Juris Doctor (J.D.), Law
Saint Louis University 2009 — 2012
Business Administration, Economics
University of Missouri 2008 — 2009
Journalism
Bryce Miller Bryce Miller's Scottrade Experience August 2011 - March 2012
Job Business Analyst Healthcare Strategy/Analytics at PRO Unlimited
Industry Hospital & Health Care
Experience
PRO Unlimited June 2015 - Present
State Street June 2014 - June 2015
Financial Analysis & Management Education (FAME) August 2013 - May 2014
Scottrade August 2011 - March 2012
Finish Line May 2008 - August 2010
Skills
Finance, Financial Analysis, Teamwork, Investments, Leadership, Microsoft Excel, PowerPoint, Project Planning, Customer Service, Market Research, Sales, Microsoft Office, Outlook, Microsoft Word, Financial Statement..., Equity Valuation, Public Speaking, Data Analysis, Financial Modeling, Accounting
Education
San Francisco State University 2010 — 2014
Bachelor's Degree, Business Administration, Finance
PRO Unlimited June 2015 - Present
State Street June 2014 - June 2015
Financial Analysis & Management Education (FAME) August 2013 - May 2014
Scottrade August 2011 - March 2012
Finish Line May 2008 - August 2010
Skills
Finance, Financial Analysis, Teamwork, Investments, Leadership, Microsoft Excel, PowerPoint, Project Planning, Customer Service, Market Research, Sales, Microsoft Office, Outlook, Microsoft Word, Financial Statement..., Equity Valuation, Public Speaking, Data Analysis, Financial Modeling, Accounting
Education
San Francisco State University 2010 — 2014
Bachelor's Degree, Business Administration, Finance
Joseph D Ramos Joseph D Ramos's Scottrade Experience May 2013 - Present
Job Investment Professional/Wholesaler
Industry Investment Management
Experience
Scottrade May 2013 - Present
Bluerock Capital Markets August 2011 - August 2012
TD Ameritrade April 2009 - August 2011
Cornerstone Ventures Inc 2004 - 2009
Charles Schwab & Co 1991 - 2002
Credit Suisse First Boston July 1988 - March 1990
Skills
Financial Advisory, Portfolio Management, Customer Relations, Capital Markets, Alternative Investments, Investments, Series 7, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Equities, Series 63, Bonds, Sales Management, ETFs, Real Estate, Compliance, Series 65, series 8, Outside Sales, Salesforce.com, Seibel, Sales Logix, Finance, Investment Strategies, Trading, Financial Services, Asset Management, Retirement Planning
Education
San Beda College 1978 — 1982
BA, Economics
Chevalier School 1974 — 1978
Scottrade May 2013 - Present
Bluerock Capital Markets August 2011 - August 2012
TD Ameritrade April 2009 - August 2011
Cornerstone Ventures Inc 2004 - 2009
Charles Schwab & Co 1991 - 2002
Credit Suisse First Boston July 1988 - March 1990
Skills
Financial Advisory, Portfolio Management, Customer Relations, Capital Markets, Alternative Investments, Investments, Series 7, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Equities, Series 63, Bonds, Sales Management, ETFs, Real Estate, Compliance, Series 65, series 8, Outside Sales, Salesforce.com, Seibel, Sales Logix, Finance, Investment Strategies, Trading, Financial Services, Asset Management, Retirement Planning
Education
San Beda College 1978 — 1982
BA, Economics
Chevalier School 1974 — 1978
Aaron Guibord Aaron Guibord's Scottrade Experience December 2010 - June 2012
Job Accountant at Hackman Capital Partners, LLC
Industry Real Estate
Experience
Hackman Capital Partners, LLC March 2015 - Present
Big Picture Services November 2013 - March 2015
Red Car, Inc. June 2012 - November 2013
Scottrade December 2010 - June 2012
San Diego State University August 2007 - May 2010
Skills
Accounting, Vendor Management, Direct Client..., Bank Reconciliation, Accounts Payable, Accounts Receivable, Social Networking, Time Management, Event Management, Project Management, SEO, Final Cut Pro, Avid Media Composer, Adobe Creative Suite, Billing Process, Team Leadership, Travel Management, Apple OS, Troubleshooting, Public Speaking, Social Media, Sports Management, Research, Stock Management, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Account Management
Education
University of California, Los Angeles 2013 — 2016
Accounting Certificate, Accounting
San Diego State University-California State University 2007 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Hackman Capital Partners, LLC March 2015 - Present
Big Picture Services November 2013 - March 2015
Red Car, Inc. June 2012 - November 2013
Scottrade December 2010 - June 2012
San Diego State University August 2007 - May 2010
Skills
Accounting, Vendor Management, Direct Client..., Bank Reconciliation, Accounts Payable, Accounts Receivable, Social Networking, Time Management, Event Management, Project Management, SEO, Final Cut Pro, Avid Media Composer, Adobe Creative Suite, Billing Process, Team Leadership, Travel Management, Apple OS, Troubleshooting, Public Speaking, Social Media, Sports Management, Research, Stock Management, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Account Management
Education
University of California, Los Angeles 2013 — 2016
Accounting Certificate, Accounting
San Diego State University-California State University 2007 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Jacob Baisch's Scottrade Experience August 2014 - Present
Job Enterprise Fraud Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
Scottrade June 2013 - August 2014
Scottrade March 2008 - June 2013
Scottrade May 2005 - March 2008
Skills
Fraud..., Anti-Money Laundering..., Brokerage Services, Banking Services, Certified Fraud Examiner, Certified Anti-Money..., Series 7, Series 63, Series 24, Series 27, AAP, Equities, FINRA, Financial Services, Investments, Leadership, Mutual Funds, Risk Management, Finance, Fraud, Options, Securities
Education
Saint Louis University 2001 — 2005
Bachelor of Science in Business Administration, Finance
DeSoto High School 1997 — 2001
Scottrade August 2014 - Present
Scottrade June 2013 - August 2014
Scottrade March 2008 - June 2013
Scottrade May 2005 - March 2008
Skills
Fraud..., Anti-Money Laundering..., Brokerage Services, Banking Services, Certified Fraud Examiner, Certified Anti-Money..., Series 7, Series 63, Series 24, Series 27, AAP, Equities, FINRA, Financial Services, Investments, Leadership, Mutual Funds, Risk Management, Finance, Fraud, Options, Securities
Education
Saint Louis University 2001 — 2005
Bachelor of Science in Business Administration, Finance
DeSoto High School 1997 — 2001
Andrea Peek Andrea Peek's Scottrade Experience April 2014 - Present
Job Business Systems Analysts at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Scottrade March 2013 - April 2014
Scottrade May 2010 - February 2013
Scottrade April 2007 - May 2010
Scottrade 2005 - April 2007
Scottrade 2003 - 2005
Scottrade 2002 - 2003
Scottrade 2001 - 2002
Skills
Series 7, Series 63, Time Management, Customer Service, Process Improvement, Financial Analysis, FINRA, Finance, Securities, Mutual Funds, Equities, Call Centers, Banking
Education
Saint Louis University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Scottrade April 2014 - Present
Scottrade March 2013 - April 2014
Scottrade May 2010 - February 2013
Scottrade April 2007 - May 2010
Scottrade 2005 - April 2007
Scottrade 2003 - 2005
Scottrade 2002 - 2003
Scottrade 2001 - 2002
Skills
Series 7, Series 63, Time Management, Customer Service, Process Improvement, Financial Analysis, FINRA, Finance, Securities, Mutual Funds, Equities, Call Centers, Banking
Education
Saint Louis University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Craig Rausch's Scottrade Experience March 1996 - Present
Job AVP, Trading Operations at Scottrade
Industry Financial Services
Experience
Scottrade March 1996 - Present
Skills
Series 7, Investments, Equities, Financial Analysis, Series 63, Mutual Funds, Financial Modeling, Securities, Fixed Income, Smart order routing, Series 24, Series 4, Series 55, Trading Operations, FINRA, Equity Trading
Education
Saint Louis University 1988 — 1993
Bachelor's degree, Finance, General
Scottrade March 1996 - Present
Skills
Series 7, Investments, Equities, Financial Analysis, Series 63, Mutual Funds, Financial Modeling, Securities, Fixed Income, Smart order routing, Series 24, Series 4, Series 55, Trading Operations, FINRA, Equity Trading
Education
Saint Louis University 1988 — 1993
Bachelor's degree, Finance, General
Christopher Long Christopher Long's Scottrade Experience June 2009 - August 2011
Job Sr. Manager, Growth at Bigcommerce
Industry Internet
Experience
Bigcommerce May 2015 - Present
Bigcommerce February 2014 - May 2015
New Balance October 2012 - February 2014
Build-A-Bear Workshop November 2011 - October 2012
Moosylvania Marketing August 2011 - November 2011
Scottrade June 2009 - August 2011
Skills
Web Analytics, Digital Marketing, Demand Generation, SaaS, Pricing Strategy, E-commerce, Analytics, Conversion Optimization, Online Marketing, Marketing, Omniture, Product Marketing, Google Analytics, Product Management, SEO, Strategy, Modeling, Forecasting
Education
Washington University in St. Louis 2011 — 2014
MBA
Saint Louis University 2007 — 2009
BS Business Administration, Marketing
Bigcommerce May 2015 - Present
Bigcommerce February 2014 - May 2015
New Balance October 2012 - February 2014
Build-A-Bear Workshop November 2011 - October 2012
Moosylvania Marketing August 2011 - November 2011
Scottrade June 2009 - August 2011
Skills
Web Analytics, Digital Marketing, Demand Generation, SaaS, Pricing Strategy, E-commerce, Analytics, Conversion Optimization, Online Marketing, Marketing, Omniture, Product Marketing, Google Analytics, Product Management, SEO, Strategy, Modeling, Forecasting
Education
Washington University in St. Louis 2011 — 2014
MBA
Saint Louis University 2007 — 2009
BS Business Administration, Marketing
Keith Emge Keith Emge's Scottrade Experience June 2014 - Present
Job VP of Business Analytics Rabo AgriFinance
Industry Financial Services
Experience
Rabo AgriFinance September 2015 - Present
Scottrade June 2014 - Present
Citigroup September 2010 - May 2014
Saint Louis University July 2009 - September 2010
Saint Louis University November 2007 - July 2009
Saint Louis University December 2005 - November 2007
Skills
Forecasting Models, Operational Strategy, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Team Building, Process Improvement, Financial Modeling, Data Analysis, Forecasting, Budgets, Analysis, Access, Corporate Finance
Education
Saint Louis University 2006 — 2009
MBA, Emphasis in Finance
University of Missouri-Columbia 2000 — 2003
B.S. in Education, Secondary Social Studies
Rabo AgriFinance September 2015 - Present
Scottrade June 2014 - Present
Citigroup September 2010 - May 2014
Saint Louis University July 2009 - September 2010
Saint Louis University November 2007 - July 2009
Saint Louis University December 2005 - November 2007
Skills
Forecasting Models, Operational Strategy, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Team Building, Process Improvement, Financial Modeling, Data Analysis, Forecasting, Budgets, Analysis, Access, Corporate Finance
Education
Saint Louis University 2006 — 2009
MBA, Emphasis in Finance
University of Missouri-Columbia 2000 — 2003
B.S. in Education, Secondary Social Studies
Tim Co's Scottrade Experience September 2013 - December 2014
Job Software Engineer Mobile Lead at Pinn
Industry Computer Software
Experience
Pinn June 2015 - Present
San Diego State University December 2014 - June 2015
Scottrade September 2013 - December 2014
Mellon Capital May 2014 - August 2014
Braathe Enterprises March 2013 - August 2013
Daily Aztec August 2011 - December 2011
Skills
Time Management, Finance, Data Analysis, Facebook, PowerPoint, Public Speaking, Computer Science, Critical Thinking, Microsoft Office, Windows, Sales, Fundraising, C/C++ STL, Java, Entrepreneurship, Spanish, Advertising, Leadership, Financial Analysis, Research, Leadership Development, Investments, Recruiting, Corporate Finance, Presentations, Cantonese, Writing, Bloomberg, Microsoft Excel
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Science (B.S.), Finance / Applied Mathematics
Auckland University of Technology 2013 — 2013
Business, Finance
Aragon
Pinn June 2015 - Present
San Diego State University December 2014 - June 2015
Scottrade September 2013 - December 2014
Mellon Capital May 2014 - August 2014
Braathe Enterprises March 2013 - August 2013
Daily Aztec August 2011 - December 2011
Skills
Time Management, Finance, Data Analysis, Facebook, PowerPoint, Public Speaking, Computer Science, Critical Thinking, Microsoft Office, Windows, Sales, Fundraising, C/C++ STL, Java, Entrepreneurship, Spanish, Advertising, Leadership, Financial Analysis, Research, Leadership Development, Investments, Recruiting, Corporate Finance, Presentations, Cantonese, Writing, Bloomberg, Microsoft Excel
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Science (B.S.), Finance / Applied Mathematics
Auckland University of Technology 2013 — 2013
Business, Finance
Aragon
Chris Draper Chris Draper's Scottrade Experience February 2012 - June 2013
Job Analyst at A&G Realty Partners
Industry Commercial Real Estate
Experience
A&G Realty Partners December 2014 - Present
Yhim.org May 2014 - Present
Lincoln Way North Community High School August 2010 - Present
William Blair & Company June 2014 - December 2014
William Blair & Company June 2013 - May 2014
Scottrade February 2012 - June 2013
Office Depot July 2010 - July 2012
Talon Merchant Capital January 2007 - January 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Outlook, Customer Experience, Team Building, Forecasting, Networking, Leadership, Inventory Control, Microsoft Word, Inventory, Budgets, Business Analysis, Teamwork, PowerPoint, Event Planning, Social Media, Time Management, Team Leadership, Data Entry, Windows 7, Facebook, Stocks, Coaching, Social Networking, Windows, Analysis, Finance, Stock Market, Critical Thinking, Banking, Highly detail oriented, Vlookup, Cash Management, Pivot Tables, Cashiering, Asset Allocation, Team-oriented, Training, Financial Services, Accounting, Financial Accounting, Auditing, Research, Financial Analysis
Education
Saint Xavier University 2010 — 2014
Bachelor of Business Administration, Finance and Accounting
A&G Realty Partners December 2014 - Present
Yhim.org May 2014 - Present
Lincoln Way North Community High School August 2010 - Present
William Blair & Company June 2014 - December 2014
William Blair & Company June 2013 - May 2014
Scottrade February 2012 - June 2013
Office Depot July 2010 - July 2012
Talon Merchant Capital January 2007 - January 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Outlook, Customer Experience, Team Building, Forecasting, Networking, Leadership, Inventory Control, Microsoft Word, Inventory, Budgets, Business Analysis, Teamwork, PowerPoint, Event Planning, Social Media, Time Management, Team Leadership, Data Entry, Windows 7, Facebook, Stocks, Coaching, Social Networking, Windows, Analysis, Finance, Stock Market, Critical Thinking, Banking, Highly detail oriented, Vlookup, Cash Management, Pivot Tables, Cashiering, Asset Allocation, Team-oriented, Training, Financial Services, Accounting, Financial Accounting, Auditing, Research, Financial Analysis
Education
Saint Xavier University 2010 — 2014
Bachelor of Business Administration, Finance and Accounting
Lauren Osmanski Lauren Osmanski's Scottrade Experience October 2013 - February 2014
Job IT PDP Abbott Laboratories
Industry Information Technology and Services
Experience
Abbott July 2015 - Present
Abbott May 2014 - August 2014
Scottrade October 2013 - February 2014
CME Group June 2013 - August 2013
Skills
Social Media, Teamwork, Public Speaking, Java, Team Leadership, Microsoft Excel, Time Management, PowerPoint
Education
Saint Mary's College 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems, General and Finance, General
Saint Mary's College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Abbott July 2015 - Present
Abbott May 2014 - August 2014
Scottrade October 2013 - February 2014
CME Group June 2013 - August 2013
Skills
Social Media, Teamwork, Public Speaking, Java, Team Leadership, Microsoft Excel, Time Management, PowerPoint
Education
Saint Mary's College 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems, General and Finance, General
Saint Mary's College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Dan Hermann Dan Hermann's Scottrade Experience December 2010 - Present
Job Web Development Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade December 2010 - Present
Edward Jones December 2008 - November 2010
Monsanto July 2007 - July 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Northrop Grumman Corporation 2003 - 2005
Skills
Programming, Web Design, Java, JavaScript, J2EE Application..., JSP, HTML, Perl, CSS, SQL, Oracle SQL, PHP, XML, Unix Shell Scripting, Visual C++, Eclipse, Agile Methodologies, Service Oriented..., UML
Education
Saint Louis University School of Law 2003 — 2007
Juris Doctor, Law
University of Cincinnati 1996 — 2001
Bachelor of Science (B.S.), Computer Science
Scottrade December 2010 - Present
Edward Jones December 2008 - November 2010
Monsanto July 2007 - July 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Northrop Grumman Corporation 2003 - 2005
Skills
Programming, Web Design, Java, JavaScript, J2EE Application..., JSP, HTML, Perl, CSS, SQL, Oracle SQL, PHP, XML, Unix Shell Scripting, Visual C++, Eclipse, Agile Methodologies, Service Oriented..., UML
Education
Saint Louis University School of Law 2003 — 2007
Juris Doctor, Law
University of Cincinnati 1996 — 2001
Bachelor of Science (B.S.), Computer Science
Kyle Schlatweiler Kyle Schlatweiler's Scottrade Experience September 2015 - Present
Job Scottrade Associate
Industry Marketing and Advertising
Experience
Scottrade September 2015 - Present
Papa Vito's November 2013 - September 2015
Saint Louis University August 2009 - May 2014
Smokin K's BBQ and More July 2013 - November 2013
Eckerts Country Store and Farms June 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, HTML, Food, Catering
Education
Saint Louis University 2009 — 2014
Bachelor of Arts (B.A.), Political Science major/Sports business minor
Freeburg High School 2005 — 2009
High School Diploma
Scottrade September 2015 - Present
Papa Vito's November 2013 - September 2015
Saint Louis University August 2009 - May 2014
Smokin K's BBQ and More July 2013 - November 2013
Eckerts Country Store and Farms June 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, HTML, Food, Catering
Education
Saint Louis University 2009 — 2014
Bachelor of Arts (B.A.), Political Science major/Sports business minor
Freeburg High School 2005 — 2009
High School Diploma
Ted Richards Ted Richards's Scottrade Experience July 2006 - May 2013
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company/NYLIFE Securities August 2014 - Present
Scottrade July 2006 - May 2013
Santander Bank, N.A. June 2004 - June 2006
Charles Schwab February 1997 - May 2004
Accelerated Companies January 1995 - April 1997
Smith Barney January 1994 - July 1995
Skills
Wealth Preservation..., Training & Development, Retirement Planning, Risk Management, Strategy, Asset Protection, Protection..., Education Funding..., Talent Acquisition, Mentoring, Sales Management, Cross-functional Team..., Instructor-led Training, Performance Consulting, Relationship Management, Hiring, Training Facilitation, Sales, Business Development, Networking, Management
Education
Salem State University 1989 — 1993
Bachelor of Science Economics
Beverly High School 1986 — 1989
New York Life Insurance Company/NYLIFE Securities August 2014 - Present
Scottrade July 2006 - May 2013
Santander Bank, N.A. June 2004 - June 2006
Charles Schwab February 1997 - May 2004
Accelerated Companies January 1995 - April 1997
Smith Barney January 1994 - July 1995
Skills
Wealth Preservation..., Training & Development, Retirement Planning, Risk Management, Strategy, Asset Protection, Protection..., Education Funding..., Talent Acquisition, Mentoring, Sales Management, Cross-functional Team..., Instructor-led Training, Performance Consulting, Relationship Management, Hiring, Training Facilitation, Sales, Business Development, Networking, Management
Education
Salem State University 1989 — 1993
Bachelor of Science Economics
Beverly High School 1986 — 1989
Christopher Khoury Christopher Khoury's Scottrade Experience May 2009 - December 2010
Job Undergraduate in Human Resources
Industry Human Resources
Experience
Zija International January 2014 - Present
Pohley's Market June 1999 - Present
JJ&F Market March 2011 - October 2013
Scottrade May 2009 - December 2010
Sonoma Superior Court September 2007 - March 2008
Skills
Investments, Leadership, Customer Service, Management, Teamwork, Accounting, Marketing, Entrepreneurship, Small Business, Human Resources
Education
Salem International University 2014 — 2015
Bachelor's degree, Human Resources Management/Personnel Administration, General
Santa Rosa Junior College 2003 — 2010
Bookkeeper Certificate
Zija International January 2014 - Present
Pohley's Market June 1999 - Present
JJ&F Market March 2011 - October 2013
Scottrade May 2009 - December 2010
Sonoma Superior Court September 2007 - March 2008
Skills
Investments, Leadership, Customer Service, Management, Teamwork, Accounting, Marketing, Entrepreneurship, Small Business, Human Resources
Education
Salem International University 2014 — 2015
Bachelor's degree, Human Resources Management/Personnel Administration, General
Santa Rosa Junior College 2003 — 2010
Bookkeeper Certificate
Li-ming Yin Li-ming Yin's Scottrade Experience April 2012 - May 2015
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Scottrade April 2012 - May 2015
Scottrade November 2010 - April 2012
Scottrade March 2010 - November 2010
Skills
Financial Services, Portfolio Management, Series 7, Leadership, Equities, Finance, Sales Management, Series 63, Management, Business Development, Wealth Management, Customer Service, Supervisory Skills, Sales Management..., Corporate Communications, Leadership Development, Series 66, Securities, Investments, Mutual Funds
Education
Saint Louis University 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Wells Fargo Advisors May 2015 - Present
Scottrade April 2012 - May 2015
Scottrade November 2010 - April 2012
Scottrade March 2010 - November 2010
Skills
Financial Services, Portfolio Management, Series 7, Leadership, Equities, Finance, Sales Management, Series 63, Management, Business Development, Wealth Management, Customer Service, Supervisory Skills, Sales Management..., Corporate Communications, Leadership Development, Series 66, Securities, Investments, Mutual Funds
Education
Saint Louis University 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Naifang Yan Naifang Yan's Scottrade Experience March 2014 - Present
Job New Account Associate at Scottrade
Industry
Experience
Scottrade March 2014 - Present
Saint Louis University May 2013 - December 2013
E888 Business Center June 2013 - July 2013
Bank of China June 2012 - July 2013
Education
Saint Louis University 2010 — 2013
BS, Business Administration
Scottrade March 2014 - Present
Saint Louis University May 2013 - December 2013
E888 Business Center June 2013 - July 2013
Bank of China June 2012 - July 2013
Education
Saint Louis University 2010 — 2013
BS, Business Administration
Christopher Pauwels Christopher Pauwels's Scottrade Experience October 2008 - May 2009
Job Management Consultant
Industry Hospital & Health Care
Experience
HealthScape Advisors LLC September 2015 - Present
KPMG February 2013 - August 2015
UnityPoint Health, Trinity April 2011 - December 2012
UnityPoint Health, Trinity January 2011 - May 2011
HealthSCOPE Benefits August 2009 - December 2010
Scottrade October 2008 - May 2009
Mutual Med May 2008 - August 2008
Skills
Healthcare, Process Improvement, Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Strategic Planning, Analysis, Access, Leadership, Financial Modeling, Risk Management, Business Analysis, Financial Reporting, Management, PowerPoint
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
M.B.A.
Saint Louis University 2005 — 2009
B.S.B.A., Finance
HealthScape Advisors LLC September 2015 - Present
KPMG February 2013 - August 2015
UnityPoint Health, Trinity April 2011 - December 2012
UnityPoint Health, Trinity January 2011 - May 2011
HealthSCOPE Benefits August 2009 - December 2010
Scottrade October 2008 - May 2009
Mutual Med May 2008 - August 2008
Skills
Healthcare, Process Improvement, Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Strategic Planning, Analysis, Access, Leadership, Financial Modeling, Risk Management, Business Analysis, Financial Reporting, Management, PowerPoint
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
M.B.A.
Saint Louis University 2005 — 2009
B.S.B.A., Finance
Beth Kovaly Willis Beth Kovaly Willis's Scottrade Experience January 2011 - July 2013
Job Experienced Strategic Development, M&A, Securities and Corporate Finance Leader
Industry Law Practice
Experience
Scottrade January 2011 - July 2013
Insituform Technologies July 2007 - April 2010
Gallop, Johnson & Neuman, L.C. May 2000 - July 2007
NFP Consultants May 1998 - May 2000
Smith & Nephew January 1997 - February 1998
Health Services Corporation of America April 1996 - January 1997
Boatmen's Service Organization/Boatmen's National Bank May 1994 - April 1996
Skills
Due Diligence, Mergers & Acquisitions, Corporate Law, Corporate Governance, Corporate Finance, Mergers, Risk Management, Securities Regulation, Legal Writing, Intellectual Property, Business Strategy, Strategy, Finance, Management
Education
Saint Louis University School of Law 1998 — 2001
J.D.
Saint Louis University 1991 — 1995
B.A., Biology, Pre-Med
Scottrade January 2011 - July 2013
Insituform Technologies July 2007 - April 2010
Gallop, Johnson & Neuman, L.C. May 2000 - July 2007
NFP Consultants May 1998 - May 2000
Smith & Nephew January 1997 - February 1998
Health Services Corporation of America April 1996 - January 1997
Boatmen's Service Organization/Boatmen's National Bank May 1994 - April 1996
Skills
Due Diligence, Mergers & Acquisitions, Corporate Law, Corporate Governance, Corporate Finance, Mergers, Risk Management, Securities Regulation, Legal Writing, Intellectual Property, Business Strategy, Strategy, Finance, Management
Education
Saint Louis University School of Law 1998 — 2001
J.D.
Saint Louis University 1991 — 1995
B.A., Biology, Pre-Med
Joshua Hollandsworth Joshua Hollandsworth's Scottrade Experience November 2012 - July 2015
Job Tech enthusiast
Industry Information Technology and Services
Experience
Asynchrony Labs July 2015 - Present
Scottrade November 2012 - July 2015
TEKsystems April 2012 - November 2012
Fidelity Communications June 2006 - April 2012
Skills
.NET, C#, Visual Studio, Oracle, Java, Web Services, Linux, HTML, WCF, PHP, Java Enterprise Edition, Programming, Microsoft SQL Server
Education
Saint Louis Community College-Forest Park 2014 — 2015
Associate of Arts (A.A.), General Studies
Asynchrony Labs July 2015 - Present
Scottrade November 2012 - July 2015
TEKsystems April 2012 - November 2012
Fidelity Communications June 2006 - April 2012
Skills
.NET, C#, Visual Studio, Oracle, Java, Web Services, Linux, HTML, WCF, PHP, Java Enterprise Edition, Programming, Microsoft SQL Server
Education
Saint Louis Community College-Forest Park 2014 — 2015
Associate of Arts (A.A.), General Studies
David Nanigian's Scottrade Experience January 2004 - August 2004
Job Associate Professor of Investments in The Irwin Graduate School at The American College
Industry Higher Education
Experience
The Irwin Graduate School at The American College June 2013 - Present
The Irwin Graduate School at The American College May 2010 - June 2013
Texas Tech University August 2007 - May 2010
Financial Designs, Ltd. August 2004 - June 2005
Scottrade January 2004 - August 2004
Skills
Mutual Funds, Investments, Research, Portfolio Management, Finance, Higher Education, Teaching, Financial Planning, Data Analysis, Investment Strategies, Training, Asset Allocation, Economics, Financial Modeling, University Teaching, Financial Advisory, CRSP, R, Econometric Modeling, SAS programming, Strategic Financial..., Compustat, Morningstar Direct
Education
Texas Tech University 2007 — 2010
Doctor of Philosophy (Ph.D.), Personal Financial Planning
University of California, Irvine - The Paul Merage School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
San Diego State University-California State University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Financial Services
The Irwin Graduate School at The American College June 2013 - Present
The Irwin Graduate School at The American College May 2010 - June 2013
Texas Tech University August 2007 - May 2010
Financial Designs, Ltd. August 2004 - June 2005
Scottrade January 2004 - August 2004
Skills
Mutual Funds, Investments, Research, Portfolio Management, Finance, Higher Education, Teaching, Financial Planning, Data Analysis, Investment Strategies, Training, Asset Allocation, Economics, Financial Modeling, University Teaching, Financial Advisory, CRSP, R, Econometric Modeling, SAS programming, Strategic Financial..., Compustat, Morningstar Direct
Education
Texas Tech University 2007 — 2010
Doctor of Philosophy (Ph.D.), Personal Financial Planning
University of California, Irvine - The Paul Merage School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
San Diego State University-California State University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Financial Services
Graham Ewing, CFP® Graham Ewing, CFP®'s Scottrade Experience October 2011 - February 2012
Job Financial Planner at The Financial Consulate, Inc
Industry Financial Services
Experience
The Financial Consulate, Inc January 2015 - Present
The Financial Consulate, Inc December 2012 - January 2015
The Financial Consulate, Inc February 2012 - December 2012
Towson University Investment Group May 2011 - May 2012
Scottrade October 2011 - February 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Leadership, Microsoft Office, PowerPoint, Analysis, Time Management, Finance, Outlook, Teamwork
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Finance, 3.4/4.0
Salisbury University
The Financial Consulate, Inc January 2015 - Present
The Financial Consulate, Inc December 2012 - January 2015
The Financial Consulate, Inc February 2012 - December 2012
Towson University Investment Group May 2011 - May 2012
Scottrade October 2011 - February 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Leadership, Microsoft Office, PowerPoint, Analysis, Time Management, Finance, Outlook, Teamwork
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Finance, 3.4/4.0
Salisbury University
Jahon Fakhrzad Jahon Fakhrzad's Scottrade Experience January 2010 - February 2015
Job VP, Business Initiatives Consultant Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Scottrade January 2010 - February 2015
Scottrade January 2008 - January 2010
Scottrade May 2004 - January 2008
Skills
Series 24, Series 7, Sales Leadership..., Relationship Management, Customer Service, Sales Management, Coaching, Business Strategy, Project Management, Optimization, Mentoring, Idea Person, Business Development, FINRA, Investments, General Securities..., Risk Management, Training, Management, Series 63, Finance, Mutual Funds, Financial Services, Portfolio Management
Education
Webster University 2008 — 2010
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Saint Louis University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo Advisors March 2015 - Present
Scottrade January 2010 - February 2015
Scottrade January 2008 - January 2010
Scottrade May 2004 - January 2008
Skills
Series 24, Series 7, Sales Leadership..., Relationship Management, Customer Service, Sales Management, Coaching, Business Strategy, Project Management, Optimization, Mentoring, Idea Person, Business Development, FINRA, Investments, General Securities..., Risk Management, Training, Management, Series 63, Finance, Mutual Funds, Financial Services, Portfolio Management
Education
Webster University 2008 — 2010
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Saint Louis University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Christopher Genetti's Scottrade Experience March 2014 - Present
Job Branch Manager at Scottrade Inc
Industry Financial Services
Experience
Scottrade March 2014 - Present
Scottrade November 2012 - March 2014
Scottrade June 2009 - November 2012
Skills
Financial Modeling, Strategic Financial..., Investments, Microsoft Excel, Stockbroking, Microsoft Office, Leadership, PowerPoint, Management, Microsoft Word, Analysis, Finance, Strategic Planning, Banking, Financial Analysis, Portfolio Management, Customer Service, Data Analysis, Financial Services, Business Strategy, CRM, Marketing, Mutual Funds, Marketing Strategy, Access, Business Analysis, Financial Planning, Forecasting, Corporate Finance, Credit, Asset Management, Accounting
Education
Cal State East Bay 2009 — 2012
MBA, Finance
San Jose State University 2007 — 2009
BS, Marketing
Scottrade March 2014 - Present
Scottrade November 2012 - March 2014
Scottrade June 2009 - November 2012
Skills
Financial Modeling, Strategic Financial..., Investments, Microsoft Excel, Stockbroking, Microsoft Office, Leadership, PowerPoint, Management, Microsoft Word, Analysis, Finance, Strategic Planning, Banking, Financial Analysis, Portfolio Management, Customer Service, Data Analysis, Financial Services, Business Strategy, CRM, Marketing, Mutual Funds, Marketing Strategy, Access, Business Analysis, Financial Planning, Forecasting, Corporate Finance, Credit, Asset Management, Accounting
Education
Cal State East Bay 2009 — 2012
MBA, Finance
San Jose State University 2007 — 2009
BS, Marketing
Stephanie Nahas's Scottrade Experience 2008 - 2008
Job Social Media Paid Strategy and Community Management at Caleres, Inc (Famous Footwear)
Industry Marketing and Advertising
Experience
Caleres, Inc. June 2013 - Present
Dachis Group June 2012 - June 2013
Ant's Eye View PwC March 2010 - July 2012
GroupM June 2008 - February 2010
Scottrade 2008 - 2008
Skills
Google Analytics, Digital Marketing, Facebook, Social Media Marketing, Web Analytics, Radian6, Social Media Measurement, Analytics, Digital Media, Social Media Monitoring, Consumer Insights, Consumer Behavior, Internet Strategy, Strategic Consulting, Community Outreach, Social Media Strategist, Social Media Outreach, Customer Insight, Community Sites, Twitter, Emerging Technologies, Online Communities, Spredfast, Pinterest, Pinterest Ads, Twitter Ads, Community Management, Sprinklr, SEO, Digital Strategy, Advertising, Marketing, SEM, Consumer Behaviour, Online Advertising, Social Media
Education
Saint Louis University 2004 — 2008
BA, Marketing
Caleres, Inc. June 2013 - Present
Dachis Group June 2012 - June 2013
Ant's Eye View PwC March 2010 - July 2012
GroupM June 2008 - February 2010
Scottrade 2008 - 2008
Skills
Google Analytics, Digital Marketing, Facebook, Social Media Marketing, Web Analytics, Radian6, Social Media Measurement, Analytics, Digital Media, Social Media Monitoring, Consumer Insights, Consumer Behavior, Internet Strategy, Strategic Consulting, Community Outreach, Social Media Strategist, Social Media Outreach, Customer Insight, Community Sites, Twitter, Emerging Technologies, Online Communities, Spredfast, Pinterest, Pinterest Ads, Twitter Ads, Community Management, Sprinklr, SEO, Digital Strategy, Advertising, Marketing, SEM, Consumer Behaviour, Online Advertising, Social Media
Education
Saint Louis University 2004 — 2008
BA, Marketing
Todd Garrett, CFP® Todd Garrett, CFP®'s Scottrade Experience June 2007 - July 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Vanguard February 2014 - December 2014
Vanguard February 2011 - February 2014
Vanguard August 2008 - February 2011
Scottrade June 2007 - July 2008
Skills
CFP, Certified Financial..., Series 7, Series 63, Series 65, FINRA, Mutual Funds, Equities, Investments, Securities, Bloomberg, Fixed Income, Bloomberg Terminal, Portfolio Management, Strategic Financial..., Trading, Financial Markets, Financial Analysis, ETFs, CRM, Options, Options Strategies, Client Relationship..., Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor's Degree, Business Administration (Financial Services)
Rio Americano High School 2000 — 2004
Fidelity Investments December 2014 - Present
Vanguard February 2014 - December 2014
Vanguard February 2011 - February 2014
Vanguard August 2008 - February 2011
Scottrade June 2007 - July 2008
Skills
CFP, Certified Financial..., Series 7, Series 63, Series 65, FINRA, Mutual Funds, Equities, Investments, Securities, Bloomberg, Fixed Income, Bloomberg Terminal, Portfolio Management, Strategic Financial..., Trading, Financial Markets, Financial Analysis, ETFs, CRM, Options, Options Strategies, Client Relationship..., Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor's Degree, Business Administration (Financial Services)
Rio Americano High School 2000 — 2004
Kati Castello Johnson's Scottrade Experience December 2013 - Present
Job Middle Office Specialist/Trainer at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Stifel Financial Corp. November 2007 - December 2013
St. Louis Cardinals March 1996 - October 2010
Arsenal Credit Union October 2004 - November 2007
Skills
Social Media, Microsoft Excel, Training, PowerPoint, Microsoft Office, Microsoft Word, Sales, Analysis, Customer Service, Public Speaking, Loans, Outlook, Event Management, Nonprofits, Strategic Planning, Event Planning, Fundraising, Leadership, Theatre
Education
Saint Louis University 1998 — 2003
BS, Technical Theatre/Theatre Design and Technology
Saint Louis University 1998 — 2003
Scottrade December 2013 - Present
Stifel Financial Corp. November 2007 - December 2013
St. Louis Cardinals March 1996 - October 2010
Arsenal Credit Union October 2004 - November 2007
Skills
Social Media, Microsoft Excel, Training, PowerPoint, Microsoft Office, Microsoft Word, Sales, Analysis, Customer Service, Public Speaking, Loans, Outlook, Event Management, Nonprofits, Strategic Planning, Event Planning, Fundraising, Leadership, Theatre
Education
Saint Louis University 1998 — 2003
BS, Technical Theatre/Theatre Design and Technology
Saint Louis University 1998 — 2003
Elias Espinal's Scottrade Experience January 2014 - February 2014
Job Underwriting Associate, Comerica Bank Venture Capital Group
Industry Financial Services
Experience
Comerica Bank September 2015 - Present
Focus Business Bank July 2014 - August 2015
Scottrade January 2014 - February 2014
Greystone Plastering 2013 - 2014
Altanova Manufacturing January 2011 - June 2013
Levi Strauss & Co. June 2010 - March 2011
Skills
Leadership, Microsoft Office, Adobe, Critical Thinking, Microsoft Excel, PowerPoint, Time Management, Facebook, Accounting, Microsoft Word, Customer Service, Finance, Access, Public Speaking, Teamwork, Social Networking, Credit
Education
San Jose State University 2010 — 2015
B.S. Business Administration, Corporate Accounting and Finance
West Valley College 2013 — 2013
Comerica Bank September 2015 - Present
Focus Business Bank July 2014 - August 2015
Scottrade January 2014 - February 2014
Greystone Plastering 2013 - 2014
Altanova Manufacturing January 2011 - June 2013
Levi Strauss & Co. June 2010 - March 2011
Skills
Leadership, Microsoft Office, Adobe, Critical Thinking, Microsoft Excel, PowerPoint, Time Management, Facebook, Accounting, Microsoft Word, Customer Service, Finance, Access, Public Speaking, Teamwork, Social Networking, Credit
Education
San Jose State University 2010 — 2015
B.S. Business Administration, Corporate Accounting and Finance
West Valley College 2013 — 2013
Philip Fonseca Philip Fonseca's Scottrade Experience May 2012 - July 2013
Job Risk Analyst at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services January 2015 - Present
Stifel Financial Corp. August 2013 - December 2014
Scottrade May 2012 - July 2013
Scottrade January 2011 - May 2012
Missouri Athletic Club July 2007 - May 2012
Missouri Athletic Club August 2006 - September 2011
Scottrade June 2010 - August 2010
Skills
Customer Service, Analysis, Microsoft Excel, Series 7, Series 63, Business Development, Time Management, Financial Analysis, Investments
Education
Saint Louis University 2011 — 2012
Bachelor of Science, Economics & International Business
University of Webster Geneva 2010 — 2010
Business, Economics & International Business
Spring Hill College 2008 — 2010
Business, Economics & International Business
Saint Louis Priory School 2003 — 2008
Diploma
Scottrade® Advisor Services January 2015 - Present
Stifel Financial Corp. August 2013 - December 2014
Scottrade May 2012 - July 2013
Scottrade January 2011 - May 2012
Missouri Athletic Club July 2007 - May 2012
Missouri Athletic Club August 2006 - September 2011
Scottrade June 2010 - August 2010
Skills
Customer Service, Analysis, Microsoft Excel, Series 7, Series 63, Business Development, Time Management, Financial Analysis, Investments
Education
Saint Louis University 2011 — 2012
Bachelor of Science, Economics & International Business
University of Webster Geneva 2010 — 2010
Business, Economics & International Business
Spring Hill College 2008 — 2010
Business, Economics & International Business
Saint Louis Priory School 2003 — 2008
Diploma
Donald D. McBride II Donald D. McBride II's Scottrade Experience May 2002 - August 2003
Job Securities Attorney with Greensfelder, Hemker & Gale in St. Louis, MO
Industry Law Practice
Experience
Greensfelder, Hemker & Gale, P.C. September 2006 - Present
HavenHouse St. Louis June 2009 - June 2015
The Scholarship Foundation of St. Louis March 2002 - June 2006
Scottrade May 2002 - August 2003
Skills
Commercial Litigation, Legal Writing, Courts, Litigation, Legal Research, Civil Litigation
Education
Saint Louis University 2003 — 2006
B.S.B.A., Economics
Saint Louis University 2003 — 2006
J.D.
Washington High
Greensfelder, Hemker & Gale, P.C. September 2006 - Present
HavenHouse St. Louis June 2009 - June 2015
The Scholarship Foundation of St. Louis March 2002 - June 2006
Scottrade May 2002 - August 2003
Skills
Commercial Litigation, Legal Writing, Courts, Litigation, Legal Research, Civil Litigation
Education
Saint Louis University 2003 — 2006
B.S.B.A., Economics
Saint Louis University 2003 — 2006
J.D.
Washington High
Craig Andreotta, CCPS, ELA Craig Andreotta, CCPS, ELA's Scottrade Experience November 2001 - May 2008
Job President, College Roadmap Group LLC
Industry Investment Management
Experience
College Roadmap Group LLC October 2013 - Present
Hennion & Walsh November 2008 - September 2013
Scottrade November 2001 - May 2008
Charles Schwab June 2000 - November 2001
Charles Schwab December 1998 - June 2000
First Union National Bank December 1997 - December 1998
Charles Schwab June 1996 - December 1997
Charles Schwab June 1983 - December 1993
Skills
Customer Service, Series 7, Series 63, Series 24, Series 9, Series 10, CCPS, Wealth Management, Retirement Planning, Investments, Mutual Funds, Management, Portfolio Management, Asset Management, Leadership, Financial Planning, Securities, Investment Advisory, Financial Services, Asset Allocation, Risk Management, Retirement
Education
Saint Michael's College 1975 — 1978
Business
Ramapo High School 1970 — 1974
College Roadmap Group LLC October 2013 - Present
Hennion & Walsh November 2008 - September 2013
Scottrade November 2001 - May 2008
Charles Schwab June 2000 - November 2001
Charles Schwab December 1998 - June 2000
First Union National Bank December 1997 - December 1998
Charles Schwab June 1996 - December 1997
Charles Schwab June 1983 - December 1993
Skills
Customer Service, Series 7, Series 63, Series 24, Series 9, Series 10, CCPS, Wealth Management, Retirement Planning, Investments, Mutual Funds, Management, Portfolio Management, Asset Management, Leadership, Financial Planning, Securities, Investment Advisory, Financial Services, Asset Allocation, Risk Management, Retirement
Education
Saint Michael's College 1975 — 1978
Business
Ramapo High School 1970 — 1974
Colton Osborne Colton Osborne's Scottrade Experience September 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2015 - Present
Scottrade June 2015 - September 2015
Sopher Investment Management September 2014 - December 2014
Skills
Accounting, Finance, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Market Research, Sales, Investments, Series 7, Series 63
Education
Saint Michael's College 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Colchester High School 2007 — 2011
High School Diploma
Scottrade September 2015 - Present
Scottrade June 2015 - September 2015
Sopher Investment Management September 2014 - December 2014
Skills
Accounting, Finance, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Market Research, Sales, Investments, Series 7, Series 63
Education
Saint Michael's College 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Colchester High School 2007 — 2011
High School Diploma
Lisa Meile Lisa Meile's Scottrade Experience August 2015 - Present
Job Benefits Specialist
Industry Financial Services
Experience
Scottrade August 2015 - Present
BJC HealthCare December 2011 - Present
Missouri Baptist Medical Center May 2006 - December 2011
Missouri Baptist Medical Center 2005 - 2006
BJC Home Care Services 2003 - 2005
BJC Home Care Services 1999 - 2003
Olsten Kimberly Quality Care 1995 - 1999
Skills
Hospitals, Data Entry, Microsoft Office, Kronos, PeopleSoft, Onboarding, Benefits Administration, FMLA, Taleo, Nucleus, Staffing Coordination, Customer Service, Durable Medical..., CMN, Applicant Tracking..., Human Resources, Medicare, New Hire Orientations
Education
Saint Louis University
Southwestern Illinois College
Scottrade August 2015 - Present
BJC HealthCare December 2011 - Present
Missouri Baptist Medical Center May 2006 - December 2011
Missouri Baptist Medical Center 2005 - 2006
BJC Home Care Services 2003 - 2005
BJC Home Care Services 1999 - 2003
Olsten Kimberly Quality Care 1995 - 1999
Skills
Hospitals, Data Entry, Microsoft Office, Kronos, PeopleSoft, Onboarding, Benefits Administration, FMLA, Taleo, Nucleus, Staffing Coordination, Customer Service, Durable Medical..., CMN, Applicant Tracking..., Human Resources, Medicare, New Hire Orientations
Education
Saint Louis University
Southwestern Illinois College
Taylor Osborn Taylor Osborn's Scottrade Experience April 2010 - March 2011
Job Vice President C&I Lending at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank July 2014 - Present
BofI Federal Bank July 2013 - June 2014
BofI Federal Bank March 2011 - June 2013
Scottrade April 2010 - March 2011
Capital Fortress Investment Group 2010 - February 2011
Skills
Financial Analysis, Structured Finance, Mortgage Lending, Loans, Portfolio Management, Finance
Education
San Diego State University-California State University 2007 — 2010
B.S.B.A., Finance
BofI Federal Bank July 2014 - Present
BofI Federal Bank July 2013 - June 2014
BofI Federal Bank March 2011 - June 2013
Scottrade April 2010 - March 2011
Capital Fortress Investment Group 2010 - February 2011
Skills
Financial Analysis, Structured Finance, Mortgage Lending, Loans, Portfolio Management, Finance
Education
San Diego State University-California State University 2007 — 2010
B.S.B.A., Finance
Chris Eldridge's Scottrade Experience April 2010 - May 2012
Job Solutions Engineer at Nessit LLC
Industry Insurance
Experience
Nessit LLC May 2014 - Present
Liberty Mutual Insurance July 2013 - May 2014
Nessit LLC January 2013 - May 2014
Liberty Mutual Insurance May 2012 - July 2013
Saint Michael's College April 2011 - May 2012
Scottrade April 2010 - May 2012
St. Michael's Fire and Rescue November 2009 - May 2012
Mersen May 2011 - August 2011
Warren's Lobster House May 2009 - August 2010
"The Tide" Newpaper August 2007 - June 2008
Skills
Leadership, Social Media Marketing, Management, Budgets, Social Media, Training, Microsoft Excel, Nonprofits, Project Management, Finance, Team Leadership, Process Improvement, Data Analysis, Computer Hardware..., Program Management, Self Driven, Microsoft Office, Business Intelligence, Business Analysis, Network Installation, Cloud Applications, Start-ups, Elevator Pitch, Entrepreneurship
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Information Technology, 3.87
Saint Michael's College 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Information Systems; Finance; Management; Liberal Studies
Dover High School 2004 — 2008
Liberal Arts, Business Focus
Nessit LLC May 2014 - Present
Liberty Mutual Insurance July 2013 - May 2014
Nessit LLC January 2013 - May 2014
Liberty Mutual Insurance May 2012 - July 2013
Saint Michael's College April 2011 - May 2012
Scottrade April 2010 - May 2012
St. Michael's Fire and Rescue November 2009 - May 2012
Mersen May 2011 - August 2011
Warren's Lobster House May 2009 - August 2010
"The Tide" Newpaper August 2007 - June 2008
Skills
Leadership, Social Media Marketing, Management, Budgets, Social Media, Training, Microsoft Excel, Nonprofits, Project Management, Finance, Team Leadership, Process Improvement, Data Analysis, Computer Hardware..., Program Management, Self Driven, Microsoft Office, Business Intelligence, Business Analysis, Network Installation, Cloud Applications, Start-ups, Elevator Pitch, Entrepreneurship
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Information Technology, 3.87
Saint Michael's College 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Information Systems; Finance; Management; Liberal Studies
Dover High School 2004 — 2008
Liberal Arts, Business Focus
Jacklyn McGranahan, CPA Jacklyn McGranahan, CPA's Scottrade Experience July 2015 - Present
Job Senior Financial Analyst, Brokerage Finance Division at Scottrade
Industry Financial Services
Experience
Scottrade July 2015 - Present
Cardinal Health September 2013 - July 2015
Deloitte September 2010 - September 2013
Deloitte June 2009 - August 2009
Skills
Auditing, US GAAP, Internal Controls, External Audit, Financial Reporting, Financial Audits, Sarbanes-Oxley Act, Accounting, IFRS, Consolidation, Financial Accounting, Internal Audit, GAAP, Tax, SEC filings, CPA, Financial Analysis, Financial Modeling
Education
Saint Louis University 2005 — 2009
Masters of Accountancy and Bachelors of Science in Business Administration, Concentration in Accounting
Magnificat High School 2001 — 2005
Scottrade July 2015 - Present
Cardinal Health September 2013 - July 2015
Deloitte September 2010 - September 2013
Deloitte June 2009 - August 2009
Skills
Auditing, US GAAP, Internal Controls, External Audit, Financial Reporting, Financial Audits, Sarbanes-Oxley Act, Accounting, IFRS, Consolidation, Financial Accounting, Internal Audit, GAAP, Tax, SEC filings, CPA, Financial Analysis, Financial Modeling
Education
Saint Louis University 2005 — 2009
Masters of Accountancy and Bachelors of Science in Business Administration, Concentration in Accounting
Magnificat High School 2001 — 2005
Yu Cui Yu Cui's Scottrade Experience April 2014 - May 2014
Job Student at Saint Louis University
Industry Accounting
Experience
Scottrade April 2014 - May 2014
Skills
Public Speaking, Research, PowerPoint, Social Media, Microsoft Office, HTML, Teaching, Higher Education, Event Planning, Community Outreach, SPSS
Education
Saint Louis University 2014 — 2015
Master of accounting, Accounting
Saint Louis University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Saint Louis University
Scottrade April 2014 - May 2014
Skills
Public Speaking, Research, PowerPoint, Social Media, Microsoft Office, HTML, Teaching, Higher Education, Event Planning, Community Outreach, SPSS
Education
Saint Louis University 2014 — 2015
Master of accounting, Accounting
Saint Louis University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Saint Louis University
Alex Fox's Scottrade Experience September 2015 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2015 - Present
Special Olympics Utah 2012 - Present
TD Ameritrade June 2009 - September 2015
5 Buck Pizza of Taylorsville April 2001 - August 2009
E*TRADE Financial April 2008 - April 2009
Fairchild Semiconductor May 2007 - October 2007
UPS October 2005 - October 2007
Utah Army National Guard September 1993 - October 2001
Skills
Trading, Equities, Account Management, Asset Management, Public Speaking, Employee Relations, Budgeting, series 66, Series 7, Asset Managment, Budgets, Coaching, Leadership, Management, Portfolio Management, Recruiting, Sales, Series 63, Strategic Planning, Strategy, Uniform Combined State..., Investments, Finance, Team Building, Financial Services, Risk Management, Mutual Funds, Financial Planning, Wealth Management, Retirement Planning, Securities, Microsoft Office, Process Improvement, Entrepreneurship, Financial Analysis, Asset Allocation, Business Strategy, Relationship Management, Investment Advisory, Sales Management, Consulting, Marketing, Banking, CRM, Analysis, Business Development, Investment Strategies, Program Management, Options
Education
Salt Lake Community College 1998 — 1999
Business/Managerial Economics
Taylorsville High School 1991 — 1994
High School Diploma
LDS BUSINESS COLLEGE
Associate of Science, generals
Scottrade September 2015 - Present
Special Olympics Utah 2012 - Present
TD Ameritrade June 2009 - September 2015
5 Buck Pizza of Taylorsville April 2001 - August 2009
E*TRADE Financial April 2008 - April 2009
Fairchild Semiconductor May 2007 - October 2007
UPS October 2005 - October 2007
Utah Army National Guard September 1993 - October 2001
Skills
Trading, Equities, Account Management, Asset Management, Public Speaking, Employee Relations, Budgeting, series 66, Series 7, Asset Managment, Budgets, Coaching, Leadership, Management, Portfolio Management, Recruiting, Sales, Series 63, Strategic Planning, Strategy, Uniform Combined State..., Investments, Finance, Team Building, Financial Services, Risk Management, Mutual Funds, Financial Planning, Wealth Management, Retirement Planning, Securities, Microsoft Office, Process Improvement, Entrepreneurship, Financial Analysis, Asset Allocation, Business Strategy, Relationship Management, Investment Advisory, Sales Management, Consulting, Marketing, Banking, CRM, Analysis, Business Development, Investment Strategies, Program Management, Options
Education
Salt Lake Community College 1998 — 1999
Business/Managerial Economics
Taylorsville High School 1991 — 1994
High School Diploma
LDS BUSINESS COLLEGE
Associate of Science, generals
Andrew Pollock Andrew Pollock's Scottrade Experience February 2015 - Present
Job Manager at Scottrade
Industry Financial Services
Experience
Scottrade February 2015 - Present
Scottrade June 2014 - January 2015
Scottrade May 2008 - June 2014
Skills
Equity Trading, Execution Quality, Market Structure, Electronic Trading, Financial Analysis, Economics, Business Analysis, Trading Strategies, Market Data, Financial Risk, Options Strategies, Options, Trading
Education
The University of Chicago Booth School of Business
MBA Candidate
Saint Louis University 2004 — 2008
BSBA, Finance, Economics
Scottrade February 2015 - Present
Scottrade June 2014 - January 2015
Scottrade May 2008 - June 2014
Skills
Equity Trading, Execution Quality, Market Structure, Electronic Trading, Financial Analysis, Economics, Business Analysis, Trading Strategies, Market Data, Financial Risk, Options Strategies, Options, Trading
Education
The University of Chicago Booth School of Business
MBA Candidate
Saint Louis University 2004 — 2008
BSBA, Finance, Economics
Aisling Murphy Aisling Murphy's Scottrade Experience May 2013 - April 2015
Job Senior Compliance Manager, BrokerDealer Regulatory Compliance at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Scottrade May 2013 - April 2015
Edward Jones January 2012 - May 2013
Edward Jones October 2007 - January 2012
Niedner, Bodeux, Carmichael, Huff, Lenox & Pashos LLP August 2002 - September 2007
Skills
Series 7, Series 24, Series 66, Series 9/10, Securities, Securities Regulation, Mutual Funds, Financial Services, Civil Litigation, FINRA, Litigation, SEC, Uniform Combined State..., Corporate Law
Education
Saint Louis University School of Law 1999 — 2002
Juris Doctorate
The University of Dallas 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Vanguard April 2015 - Present
Scottrade May 2013 - April 2015
Edward Jones January 2012 - May 2013
Edward Jones October 2007 - January 2012
Niedner, Bodeux, Carmichael, Huff, Lenox & Pashos LLP August 2002 - September 2007
Skills
Series 7, Series 24, Series 66, Series 9/10, Securities, Securities Regulation, Mutual Funds, Financial Services, Civil Litigation, FINRA, Litigation, SEC, Uniform Combined State..., Corporate Law
Education
Saint Louis University School of Law 1999 — 2002
Juris Doctorate
The University of Dallas 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Connie Chan Connie Chan's Scottrade Experience May 2006 - September 2010
Job Operations Manager at Azure Biosystems
Industry Biotechnology
Experience
Azure Biosystems, Inc January 2015 - Present
Azure Biosystems, Inc November 2014 - December 2014
Dataguise December 2013 - November 2014
Ripley's Believe It or Not! Museum May 2004 - November 2014
salesforce.com May 2012 - May 2013
Scottrade May 2006 - September 2010
Skills
Customer Service, Social Media Marketing, Online Advertising, Salesforce.com, Social Media, Advertising, Microsoft Office, Retail, Event Management, Microsoft Excel, Facebook, Lead Generation, Marketing, Sales, Account Management, Leadership, Email Marketing, Event Planning, Team Building, Marketing Strategy, Management, Public Relations, Online Marketing
Education
San Francisco State University, College of Business 2003 — 2009
Bachelor's Degree, Business Administration with focus in Marketing
Azure Biosystems, Inc January 2015 - Present
Azure Biosystems, Inc November 2014 - December 2014
Dataguise December 2013 - November 2014
Ripley's Believe It or Not! Museum May 2004 - November 2014
salesforce.com May 2012 - May 2013
Scottrade May 2006 - September 2010
Skills
Customer Service, Social Media Marketing, Online Advertising, Salesforce.com, Social Media, Advertising, Microsoft Office, Retail, Event Management, Microsoft Excel, Facebook, Lead Generation, Marketing, Sales, Account Management, Leadership, Email Marketing, Event Planning, Team Building, Marketing Strategy, Management, Public Relations, Online Marketing
Education
San Francisco State University, College of Business 2003 — 2009
Bachelor's Degree, Business Administration with focus in Marketing
Jonathan Beechick Jonathan Beechick's Scottrade Experience July 2005 - February 2012
Job National Account Manager
Industry Marketing and Advertising
Experience
Rocket Funding April 2015 - Present
Emerald Connect March 2013 - March 2015
Homes Media Solutions August 2012 - February 2013
Scottrade July 2005 - February 2012
Skills
Marketing, Digital Marketing, Strategy, Sales, Management, Customer Retention, Marketing Strategy, Sales Management, Customer Service, CRM, Leadership
Education
Fresno Pacific University
Bachelor of Arts (BA), Marketing and Management
San Diego State University-California State University
Master's degree, Financial and Tax Planning
Rocket Funding April 2015 - Present
Emerald Connect March 2013 - March 2015
Homes Media Solutions August 2012 - February 2013
Scottrade July 2005 - February 2012
Skills
Marketing, Digital Marketing, Strategy, Sales, Management, Customer Retention, Marketing Strategy, Sales Management, Customer Service, CRM, Leadership
Education
Fresno Pacific University
Bachelor of Arts (BA), Marketing and Management
San Diego State University-California State University
Master's degree, Financial and Tax Planning
Devon Ross Devon Ross's Scottrade Experience March 2010 - July 2011
Job Channel Sales Specialist BPS at McKesson
Industry Medical Devices
Experience
McKesson August 2015 - Present
McKesson August 2012 - Present
PSS July 2011 - August 2012
Scottrade March 2010 - July 2011
Skills
Financial Analysis, Data Analysis, Management, Forecasting, Financial Modeling, Microsoft Excel, Access, Process Improvement, PowerPoint, Leadership, Strategic Planning, Sales, Cross-functional Team..., Microsoft Office, Customer Service, Business Analysis, Healthcare, Market Research, Account Management, Team Building, Salesforce.com, Budgets, Marketing, Contract Negotiation, Sales Operations, Training, Cold Calling, Selling, Sales Management, Marketing Strategy, Team Leadership, Capital Equipment, Business Development, Medical Devices, Coaching, New Business Development, Operations Management, Analysis, Direct Sales, Business Planning, Competitive Analysis
Education
Saint Xavier University 2006 — 2010
B.B.A. and B.A., Finance and English
Saint Xavier High School 2002 — 2006
McKesson August 2015 - Present
McKesson August 2012 - Present
PSS July 2011 - August 2012
Scottrade March 2010 - July 2011
Skills
Financial Analysis, Data Analysis, Management, Forecasting, Financial Modeling, Microsoft Excel, Access, Process Improvement, PowerPoint, Leadership, Strategic Planning, Sales, Cross-functional Team..., Microsoft Office, Customer Service, Business Analysis, Healthcare, Market Research, Account Management, Team Building, Salesforce.com, Budgets, Marketing, Contract Negotiation, Sales Operations, Training, Cold Calling, Selling, Sales Management, Marketing Strategy, Team Leadership, Capital Equipment, Business Development, Medical Devices, Coaching, New Business Development, Operations Management, Analysis, Direct Sales, Business Planning, Competitive Analysis
Education
Saint Xavier University 2006 — 2010
B.B.A. and B.A., Finance and English
Saint Xavier High School 2002 — 2006
Jim Hassler Jim Hassler's Scottrade Experience July 2007 - January 2008
Job Global Data Security Lead Monsanto
Industry Biotechnology
Experience
Monsanto Company August 2015 - Present
Post Foods September 2014 - August 2015
Express Scripts December 2012 - September 2014
Citi February 2011 - December 2012
Federal Reserve Bank of St. Louis 2009 - February 2011
Scottrade, Inc. January 2008 - August 2009
Scottrade July 2007 - January 2008
Scottrade May 2006 - July 2007
Skills
CISSP, CISM, CISA, Security, PMP, ITIL, CRISC, Risk Management, Business Analysis, Computer Security, Disaster Recovery, Governance, IT Audit, Information Security
Education
Saint Louis University 2009 — 2012
MBA, Business
Saint Louis University 2003 — 2006
B.S.B.A, Finance
Monsanto Company August 2015 - Present
Post Foods September 2014 - August 2015
Express Scripts December 2012 - September 2014
Citi February 2011 - December 2012
Federal Reserve Bank of St. Louis 2009 - February 2011
Scottrade, Inc. January 2008 - August 2009
Scottrade July 2007 - January 2008
Scottrade May 2006 - July 2007
Skills
CISSP, CISM, CISA, Security, PMP, ITIL, CRISC, Risk Management, Business Analysis, Computer Security, Disaster Recovery, Governance, IT Audit, Information Security
Education
Saint Louis University 2009 — 2012
MBA, Business
Saint Louis University 2003 — 2006
B.S.B.A, Finance
Tomas Larkin Tomas Larkin's Scottrade Experience October 2009 - May 2010
Job Client Relationship Manager at The Instant Group
Industry Education Management
Experience
The Instant Group March 2015 - Present
Instant August 2014 - February 2015
The Art Institute of Dallas November 2012 - April 2014
RJ Byrd Search Group April 2012 - October 2012
Bank of America January 2011 - October 2011
Scottrade October 2009 - May 2010
Skills
Onboarding, Employee Benefits, HRIS, Compensation & Benefit, Recruiting, IT Recruitment, Interviews, Personnel Management, Deferred Compensation, College Recruiting, Human Resources, Leadership Development
Education
Saint Louis University 2006 — 2010
B.A.
Jesuit College Preparatory School 2002 — 2006
The Instant Group March 2015 - Present
Instant August 2014 - February 2015
The Art Institute of Dallas November 2012 - April 2014
RJ Byrd Search Group April 2012 - October 2012
Bank of America January 2011 - October 2011
Scottrade October 2009 - May 2010
Skills
Onboarding, Employee Benefits, HRIS, Compensation & Benefit, Recruiting, IT Recruitment, Interviews, Personnel Management, Deferred Compensation, College Recruiting, Human Resources, Leadership Development
Education
Saint Louis University 2006 — 2010
B.A.
Jesuit College Preparatory School 2002 — 2006
Stephanie Anstead Lambert,CAMS Stephanie Anstead Lambert,CAMS's Scottrade Experience March 2015 - Present
Job Enterprise AML Governance Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Wells Fargo Advisors May 2014 - March 2015
Wells Fargo Advisors June 2012 - May 2014
Sharp Decisions February 2012 - June 2012
Edward Jones August 2011 - February 2012
Edward Jones October 2009 - August 2011
Edward Jones August 2008 - October 2009
Bank of America June 2003 - August 2008
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, RICO, FCPA, OFAC, Fraud Investigations, Investigations, Risk Assessment, Risk Management, Due Diligence, Terrorist Financing, Embezzlement, Public Corruption, Racketeering, Extortion, Private Investigations, Securities, Capital Markets, Series 7, Series 66, Series 24, Wealth Management, Investment Advisory, Investigation, Regulations, Equities, Credit, Financial Risk, Governance
Education
Saint Louis University
Master of Business Administration, International Business, Managerial Strategy
Saint Louis University
Bachelor of Arts, Marketing, Communication
Villa Duchesne
High School
Scottrade March 2015 - Present
Wells Fargo Advisors May 2014 - March 2015
Wells Fargo Advisors June 2012 - May 2014
Sharp Decisions February 2012 - June 2012
Edward Jones August 2011 - February 2012
Edward Jones October 2009 - August 2011
Edward Jones August 2008 - October 2009
Bank of America June 2003 - August 2008
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, RICO, FCPA, OFAC, Fraud Investigations, Investigations, Risk Assessment, Risk Management, Due Diligence, Terrorist Financing, Embezzlement, Public Corruption, Racketeering, Extortion, Private Investigations, Securities, Capital Markets, Series 7, Series 66, Series 24, Wealth Management, Investment Advisory, Investigation, Regulations, Equities, Credit, Financial Risk, Governance
Education
Saint Louis University
Master of Business Administration, International Business, Managerial Strategy
Saint Louis University
Bachelor of Arts, Marketing, Communication
Villa Duchesne
High School
Jason Susdorf Jason Susdorf's Scottrade Experience January 2010 - November 2012
Job Coaching a team to deliver superior service, operational efficiencies, and investment solutions to independent RIA’s
Industry Financial Services
Experience
TD Ameritrade Institutional November 2014 - Present
TD Ameritrade Institutional November 2012 - November 2014
Scottrade January 2010 - November 2012
Best Buy June 2006 - March 2011
Skills
Investments, Brokerage Operations, Investment Advisory, NextGen, Series 7, Series 63, Investment Strategies, ETFs, Equities, Close Attention to...
Education
San Diego State University-California State University 2008 — 2010
BA, Finance
Solano Community College 2005 — 2008
Associate of Science (A.S.)
TD Ameritrade Institutional November 2014 - Present
TD Ameritrade Institutional November 2012 - November 2014
Scottrade January 2010 - November 2012
Best Buy June 2006 - March 2011
Skills
Investments, Brokerage Operations, Investment Advisory, NextGen, Series 7, Series 63, Investment Strategies, ETFs, Equities, Close Attention to...
Education
San Diego State University-California State University 2008 — 2010
BA, Finance
Solano Community College 2005 — 2008
Associate of Science (A.S.)
AMBER GUILBEAUX AMBER GUILBEAUX's Scottrade Experience January 2006 - August 2007
Job NGL Marketing Accountant at Anadarko Petroleum Corporation
Industry Oil & Energy
Experience
GeoSouthern Energy Corporation February 2012 - July 2012
Devon Energy August 2007 - February 2012
Scottrade January 2006 - August 2007
Wells Fargo Bank May 2003 - January 2006
Community Bank & Trust November 1998 - April 2003
Skills
Natural Gas, Microsoft Excel, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Access, Microsoft Office, Oracle, Accounting, Account Reconciliation, Auditing, Financial Accounting, Accounts Receivable, Accounts Payable, Financial Analysis, Internal Controls, Oil, Process Improvement, SAP
Education
Sam Houston State University
Bachelors, Accounting
GeoSouthern Energy Corporation February 2012 - July 2012
Devon Energy August 2007 - February 2012
Scottrade January 2006 - August 2007
Wells Fargo Bank May 2003 - January 2006
Community Bank & Trust November 1998 - April 2003
Skills
Natural Gas, Microsoft Excel, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Access, Microsoft Office, Oracle, Accounting, Account Reconciliation, Auditing, Financial Accounting, Accounts Receivable, Accounts Payable, Financial Analysis, Internal Controls, Oil, Process Improvement, SAP
Education
Sam Houston State University
Bachelors, Accounting
Patricia LaPresta Patricia LaPresta's Scottrade Experience 2007 - 2008
Job PMI PMP * Management of Contracts & RFP Lifecycle *LEED Green Associate * Master of Sustainability Candidate
Industry Construction
Experience
Seeking new opportunity, available for consulting engagements 2014 - 2015
Black & Veatch 2013 - 2013
Wireless Facilities, Inc. 2012 - 2012
Bechtel Corporation 2008 - 2010
Scottrade 2007 - 2008
Dielmann Sotheby's International Realty 2005 - 2007
RealCom Associates (Project Employee) 2005 - 2005
LCC International, Inc. (Project Employee) 2004 - 2004
Bechtel Corporation 2000 - 2003
Skills
PMO, Project Management, Change Management, Process Improvement, Quality Assurance, Management, Contract Management, Contract Negotiation, RFP Generation, Bid Preparation, Business Requirements, Procurement / Vendor..., Supply Chain, Sales / Account..., Regulatory Requirements, Relationship Management, Risk Management, Sustainability, Corporate Social..., Cultural Diversity, Primavera Expedition
Education
Saint Louis University
Master of Sustainability Candidate
Saint Louis University
B.A. English / Business
Seeking new opportunity, available for consulting engagements 2014 - 2015
Black & Veatch 2013 - 2013
Wireless Facilities, Inc. 2012 - 2012
Bechtel Corporation 2008 - 2010
Scottrade 2007 - 2008
Dielmann Sotheby's International Realty 2005 - 2007
RealCom Associates (Project Employee) 2005 - 2005
LCC International, Inc. (Project Employee) 2004 - 2004
Bechtel Corporation 2000 - 2003
Skills
PMO, Project Management, Change Management, Process Improvement, Quality Assurance, Management, Contract Management, Contract Negotiation, RFP Generation, Bid Preparation, Business Requirements, Procurement / Vendor..., Supply Chain, Sales / Account..., Regulatory Requirements, Relationship Management, Risk Management, Sustainability, Corporate Social..., Cultural Diversity, Primavera Expedition
Education
Saint Louis University
Master of Sustainability Candidate
Saint Louis University
B.A. English / Business
Cindy Huang's Scottrade Experience November 2009 - February 2011
Job Sr. Financial Analyst at Pivotal Software
Industry Financial Services
Experience
Pivotal Software July 2015 - Present
Pivotal Software August 2014 - June 2015
VMware August 2013 - August 2014
EMC August 2012 - August 2013
Cisco Systems February 2011 - May 2012
NASA Ames Research Center September 2011 - December 2011
Scottrade November 2009 - February 2011
Adobe Systems September 2010 - December 2010
Coast Exports July 2009 - August 2009
Skills
Forecasting, Financial Analysis, Sales, Analysis, Marketing, PowerPoint, Microsoft Excel, Pivot Tables, Data Analysis, Leadership
Education
San Jose State University 2008 — 2012
Bachelor’s Degree, Corporate Financial Management, 3.9 GPA
Stanford University
Stanford Advanced Project Management Certificate
San Leandro High School 2004 — 2008
Pivotal Software July 2015 - Present
Pivotal Software August 2014 - June 2015
VMware August 2013 - August 2014
EMC August 2012 - August 2013
Cisco Systems February 2011 - May 2012
NASA Ames Research Center September 2011 - December 2011
Scottrade November 2009 - February 2011
Adobe Systems September 2010 - December 2010
Coast Exports July 2009 - August 2009
Skills
Forecasting, Financial Analysis, Sales, Analysis, Marketing, PowerPoint, Microsoft Excel, Pivot Tables, Data Analysis, Leadership
Education
San Jose State University 2008 — 2012
Bachelor’s Degree, Corporate Financial Management, 3.9 GPA
Stanford University
Stanford Advanced Project Management Certificate
San Leandro High School 2004 — 2008
Maureen Durbin Maureen Durbin's Scottrade Experience October 2013 - Present
Job Credit Analyst, Scottrade
Industry Banking
Experience
Scottrade October 2013 - Present
Wells Fargo Home Mortgage October 2011 - October 2013
Bank of America January 2011 - October 2011
Chase Home Lending May 2010 - August 2010
Citi June 2001 - May 2010
Skills
Mortgage Lending, CRM, Underwriting, Training, Sales, Operations- Mortgage, Credit, Financial Services, Account Management, Business Analysis, Commercial Banking, Business Development, Credit Analysis, Commercial Lending, Customer Retention, Loan Origination, Loans, Small Business Lending, Mortgage Banking
Education
Saint Louis University 1997 — 2001
Bachelor of Science (BS), Business Administration with concentration in Marketing and Management Information Systems
Scottrade October 2013 - Present
Wells Fargo Home Mortgage October 2011 - October 2013
Bank of America January 2011 - October 2011
Chase Home Lending May 2010 - August 2010
Citi June 2001 - May 2010
Skills
Mortgage Lending, CRM, Underwriting, Training, Sales, Operations- Mortgage, Credit, Financial Services, Account Management, Business Analysis, Commercial Banking, Business Development, Credit Analysis, Commercial Lending, Customer Retention, Loan Origination, Loans, Small Business Lending, Mortgage Banking
Education
Saint Louis University 1997 — 2001
Bachelor of Science (BS), Business Administration with concentration in Marketing and Management Information Systems
Howard Nguyen Howard Nguyen's Scottrade Experience January 2006 - Present
Job Senior Web App Developer at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - Present
Skills
Microsoft SQL Server, ASP.NET, WCF, T-SQL, ASP.NET MVC, TFS, IIS, SQL, C#, .NET, XML, SharePoint, Visual Studio, VB.NET, Web Services, LINQ, AJAX, JavaScript, ASP, Agile Methodologies, jQuery, SDLC, Database Design, Web Development, CSS, OOP
Education
Saint Louis University 2000 — 2005
Bachelor of Science (BS), Computer Science, Biology
Scottrade January 2006 - Present
Skills
Microsoft SQL Server, ASP.NET, WCF, T-SQL, ASP.NET MVC, TFS, IIS, SQL, C#, .NET, XML, SharePoint, Visual Studio, VB.NET, Web Services, LINQ, AJAX, JavaScript, ASP, Agile Methodologies, jQuery, SDLC, Database Design, Web Development, CSS, OOP
Education
Saint Louis University 2000 — 2005
Bachelor of Science (BS), Computer Science, Biology
Mitchell Newhouse Mitchell Newhouse's Scottrade Experience November 2014 - July 2015
Job Compliance Counsel at Edward Jones
Industry Law Practice
Experience
Edward Jones July 2015 - Present
Saint Louis University School of Law 2010 - Present
Scottrade November 2014 - July 2015
Edward Jones September 2012 - November 2014
Brinker & Doyen, LLP April 2012 - September 2012
The Wendt Law Firm September 2010 - April 2012
The Wendt Law Firm April 2009 - September 2010
The Simon Law Firm January 2010 - April 2010
Saint Louis University Legal Clinic August 2009 - April 2010
Saint Louis University School of Law August 2008 - April 2009
Education
Saint Louis University School of Law 2007 — 2010
J.D. (May 2010), Concentration: Civil Litigation
Southeast Missouri State University - Harrison College of Business 2003 — 2006
B.S.B.A., Economics
Edward Jones July 2015 - Present
Saint Louis University School of Law 2010 - Present
Scottrade November 2014 - July 2015
Edward Jones September 2012 - November 2014
Brinker & Doyen, LLP April 2012 - September 2012
The Wendt Law Firm September 2010 - April 2012
The Wendt Law Firm April 2009 - September 2010
The Simon Law Firm January 2010 - April 2010
Saint Louis University Legal Clinic August 2009 - April 2010
Saint Louis University School of Law August 2008 - April 2009
Education
Saint Louis University School of Law 2007 — 2010
J.D. (May 2010), Concentration: Civil Litigation
Southeast Missouri State University - Harrison College of Business 2003 — 2006
B.S.B.A., Economics
Richard Moreno Richard Moreno's Scottrade Experience March 2001 - April 2002
Job Store Manager at Kohl's
Industry Retail
Experience
Kohl's Department Stores August 2011 - Present
Target October 2010 - July 2011
Wells Fargo Bank April 2010 - September 2010
Wachovia Bank October 2008 - April 2010
Mervyns June 2006 - November 2008
Mervyns May 2004 - June 2006
Mervyns July 1994 - May 2004
Scottrade March 2001 - April 2002
Skills
Customer Service, Coaching, Scheduling, Compliance, Hiring, Profitability, Inventory Management, Merchandising, Retail, Credit, Team Building, Retail Management, Banking, Performance Management, Operations Management, Team Leadership, Customer Satisfaction, Mentoring, Interviewing, Time Management, Payroll, Store Management, Recruiting, Visual Merchandising, Interviews, Store Operations, Driving Results, Retail Sales, Human Resources, Sales, Loss Prevention, Customer Retention, Sales Management, Inventory Control, Employee Training, P&L, Shrinkage, Customer Experience, New Store Openings, Planograms, P&L Management, Profit
Education
San Jose State University 1998 — 2002
Bachelor of Science, Business Finance; Investments
Kohl's Department Stores August 2011 - Present
Target October 2010 - July 2011
Wells Fargo Bank April 2010 - September 2010
Wachovia Bank October 2008 - April 2010
Mervyns June 2006 - November 2008
Mervyns May 2004 - June 2006
Mervyns July 1994 - May 2004
Scottrade March 2001 - April 2002
Skills
Customer Service, Coaching, Scheduling, Compliance, Hiring, Profitability, Inventory Management, Merchandising, Retail, Credit, Team Building, Retail Management, Banking, Performance Management, Operations Management, Team Leadership, Customer Satisfaction, Mentoring, Interviewing, Time Management, Payroll, Store Management, Recruiting, Visual Merchandising, Interviews, Store Operations, Driving Results, Retail Sales, Human Resources, Sales, Loss Prevention, Customer Retention, Sales Management, Inventory Control, Employee Training, P&L, Shrinkage, Customer Experience, New Store Openings, Planograms, P&L Management, Profit
Education
San Jose State University 1998 — 2002
Bachelor of Science, Business Finance; Investments
Scott Iver Scott Iver's Scottrade Experience October 2014 - Present
Job Manager of Application Support at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Scottrade June 2011 - Present
Scottrade, Inc. October 2008 - June 2011
CIO Services, LLC May 2008 - October 2008
Royal Canin USA, Inc October 1997 - April 2008
Ralph Jones Contractors May 1997 - October 1997
Skills
VoIP, Networking, ITIL, Microsoft Certified..., MCSA, Windows, Security, Active Directory, VMware, System Administration, Windows Server, Network Security, Disaster Recovery, Linux, MCSE, Staff Supervision, Firewalls, Servers, Data Center, Windows 7, VPN, Computer Hardware, Group Policy, Software Documentation, Red Hat Linux, Troubleshooting, Databases, DNS, Virtualization, Technical Support, Network Administration, Operating Systems, TCP/IP, Hardware, Switches, IT Operations, McAfee, IIS, Routers, IT Management, Information Security, Visio, IT Service Management, Computer Security, Telecommunications, Vulnerability Assessment, Network Design, ITIL v3 Foundations..., VMware ESX, Infrastructure
Education
Saint Louis University 1997 — 1998
Information Systems
University of Missouri-Saint Louis 1998 — 2001
MIS
Washington University in St. Louis 2009 — 2009
Information Technology
Scottrade October 2014 - Present
Scottrade June 2011 - Present
Scottrade, Inc. October 2008 - June 2011
CIO Services, LLC May 2008 - October 2008
Royal Canin USA, Inc October 1997 - April 2008
Ralph Jones Contractors May 1997 - October 1997
Skills
VoIP, Networking, ITIL, Microsoft Certified..., MCSA, Windows, Security, Active Directory, VMware, System Administration, Windows Server, Network Security, Disaster Recovery, Linux, MCSE, Staff Supervision, Firewalls, Servers, Data Center, Windows 7, VPN, Computer Hardware, Group Policy, Software Documentation, Red Hat Linux, Troubleshooting, Databases, DNS, Virtualization, Technical Support, Network Administration, Operating Systems, TCP/IP, Hardware, Switches, IT Operations, McAfee, IIS, Routers, IT Management, Information Security, Visio, IT Service Management, Computer Security, Telecommunications, Vulnerability Assessment, Network Design, ITIL v3 Foundations..., VMware ESX, Infrastructure
Education
Saint Louis University 1997 — 1998
Information Systems
University of Missouri-Saint Louis 1998 — 2001
MIS
Washington University in St. Louis 2009 — 2009
Information Technology
Gregory Goebel Gregory Goebel's Scottrade Experience September 2014 - Present
Job AVP Brokerage Efficiency
Industry Financial Services
Experience
Scottrade September 2014 - Present
Scottrade September 2011 - Present
Scottrade November 2009 - September 2011
A G Edwards and Sons 1990 - 2001
A.G. Edwards / Wachovia Securities / Well Fargo Advisors 1987 - 2001
Skills
Fixed Income, SDLC, Business Analysis, Disaster Recovery, Vendor Management, Process Improvement, Visio, SharePoint, Project Management, Leadership, ITIL, Management
Education
Saint Louis University 1982 — 1985
Bachelor, Math and Computer Sciene
Scottrade September 2014 - Present
Scottrade September 2011 - Present
Scottrade November 2009 - September 2011
A G Edwards and Sons 1990 - 2001
A.G. Edwards / Wachovia Securities / Well Fargo Advisors 1987 - 2001
Skills
Fixed Income, SDLC, Business Analysis, Disaster Recovery, Vendor Management, Process Improvement, Visio, SharePoint, Project Management, Leadership, ITIL, Management
Education
Saint Louis University 1982 — 1985
Bachelor, Math and Computer Sciene
Christopher Carril's Scottrade Experience October 2013 - Present
Job Mobile Platform Manager at Scottrade
Industry Financial Services
Experience
Scottrade October 2013 - Present
Billiken Angel Network at Saint Louis University September 2008 - Present
Scottrade June 2012 - October 2013
Scottrade April 2010 - June 2012
DDB Rodgers Townsend May 2008 - March 2010
Slingshot Mobile December 2007 - December 2009
Anheuser-Busch Companies, Inc. June 2007 - May 2008
Enterprise Rent-A-Car May 2005 - August 2006
Skills
Digital Marketing, Online Advertising, Web Analytics, Mobile Marketing, CRM, Advertising, Omniture, Marketing Strategy, Business Planning, Digital Strategy, Analytics, Email Marketing, Interactive Marketing
Education
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, Entrepreneurship and Marketing
Scottrade October 2013 - Present
Billiken Angel Network at Saint Louis University September 2008 - Present
Scottrade June 2012 - October 2013
Scottrade April 2010 - June 2012
DDB Rodgers Townsend May 2008 - March 2010
Slingshot Mobile December 2007 - December 2009
Anheuser-Busch Companies, Inc. June 2007 - May 2008
Enterprise Rent-A-Car May 2005 - August 2006
Skills
Digital Marketing, Online Advertising, Web Analytics, Mobile Marketing, CRM, Advertising, Omniture, Marketing Strategy, Business Planning, Digital Strategy, Analytics, Email Marketing, Interactive Marketing
Education
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, Entrepreneurship and Marketing
Keith Dreier's Scottrade Experience April 2006 - October 2006
Job Software Developer at CertiPath
Industry Information Technology and Services
Experience
CertiPath January 2014 - Present
Castle PKE LLC June 2013 - December 2013
ARYx Therapeutics January 2008 - March 2010
Scottrade April 2006 - October 2006
Skills
Database Administration, Database Design, Web Development, PHP, Oracle, MySQL, JavaScript
Education
San Francisco State University 2003 — 2007
BS, Financial Services
CertiPath January 2014 - Present
Castle PKE LLC June 2013 - December 2013
ARYx Therapeutics January 2008 - March 2010
Scottrade April 2006 - October 2006
Skills
Database Administration, Database Design, Web Development, PHP, Oracle, MySQL, JavaScript
Education
San Francisco State University 2003 — 2007
BS, Financial Services
Tom Trinity's Scottrade Experience June 2010 - Present
Job Assistant Vice President of Development at Scottrade
Industry Financial Services
Experience
Scottrade June 2010 - Present
Scottrade June 2008 - July 2010
Scottrade December 2005 - June 2008
Scottrade August 2005 - December 2005
Envision September 2004 - August 2005
Reuters formerly Bridge April 2001 - September 2004
Bridge November 2000 - April 2001
Phoenix Networks May 2000 - November 2000
Skills
SSIS, Microsoft SQL Server, Database Design, T-SQL, Databases, SSRS, SQL, ETL, C#, Data Modeling, SharePoint, ITIL v3 Foundations..., Agile Methodologies, Data Integration, Data Mining, Management, Software Deployment, Database Systems
Education
Saint Louis University 1996 — 2000
MIS
Scottrade June 2010 - Present
Scottrade June 2008 - July 2010
Scottrade December 2005 - June 2008
Scottrade August 2005 - December 2005
Envision September 2004 - August 2005
Reuters formerly Bridge April 2001 - September 2004
Bridge November 2000 - April 2001
Phoenix Networks May 2000 - November 2000
Skills
SSIS, Microsoft SQL Server, Database Design, T-SQL, Databases, SSRS, SQL, ETL, C#, Data Modeling, SharePoint, ITIL v3 Foundations..., Agile Methodologies, Data Integration, Data Mining, Management, Software Deployment, Database Systems
Education
Saint Louis University 1996 — 2000
MIS
Tina Borgmeyer, PMP's Scottrade Experience February 2013 - Present
Job VP Business Systems Analysis at Scottrade
Industry Information Technology and Services
Experience
Scottrade February 2013 - Present
Scottrade April 2012 - February 2013
Scottrade January 2010 - April 2012
Scottrade January 2008 - January 2010
Scottrade, Inc. August 2006 - January 2008
Larimore Associates, Inc. 1997 - 2006
Skills
Visio, Process Improvement, Financial Services, Business Analysis, Analysis, Team Leadership, SDLC, Disaster Recovery, Vendor Management, Risk Management, Project Management, User Acceptance Testing, Business Intelligence, Requirements Analysis, SharePoint, Agile Methodologies, PMP, Software Documentation, SQL, ITIL, Equities, IT Management
Education
Saint Louis University 1992 — 1997
Bachelor of Science in Business Administration, Finance
Scottrade February 2013 - Present
Scottrade April 2012 - February 2013
Scottrade January 2010 - April 2012
Scottrade January 2008 - January 2010
Scottrade, Inc. August 2006 - January 2008
Larimore Associates, Inc. 1997 - 2006
Skills
Visio, Process Improvement, Financial Services, Business Analysis, Analysis, Team Leadership, SDLC, Disaster Recovery, Vendor Management, Risk Management, Project Management, User Acceptance Testing, Business Intelligence, Requirements Analysis, SharePoint, Agile Methodologies, PMP, Software Documentation, SQL, ITIL, Equities, IT Management
Education
Saint Louis University 1992 — 1997
Bachelor of Science in Business Administration, Finance
Greg Merz's Scottrade Experience December 2011 - February 2013
Job Vice President, Technology Manager Equity and Fixed Income at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors February 2013 - Present
Scottrade December 2011 - February 2013
Scottrade March 2009 - December 2011
Bank of America January 2006 - December 2009
Bank of America November 2000 - December 2005
Ameren August 1999 - November 2000
Swank Audio Visuals April 1999 - August 1999
Edison Brothers Stores January 1998 - April 1999
Daugherty Business Solutions April 1997 - January 1998
Skills
Portfolio Management, Business Analysis, Vendor Management, Banking, SDLC, SharePoint, Project Portfolio..., Strategy, Project Management, Cross-functional Team..., Six Sigma, Agile Methodologies, Management, Leadership, Process Improvement, Visio, Information Technology, C#, Equities, SQL, IT Strategy, Program Management, Project Planning, Software Development, Wealth Management, Trading, Risk Management, Web Services, Business Process..., Team Building, Software Documentation, Analysis, Financial Services, Team Leadership, Trading Systems, Fixed Income, PMO, Wealth Management..., Business Intelligence
Education
Saint Louis University
MBA, Information Systems and Finance
University of Missouri-Saint Louis
BSBA, Management Information Systems and Finance
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors February 2013 - Present
Scottrade December 2011 - February 2013
Scottrade March 2009 - December 2011
Bank of America January 2006 - December 2009
Bank of America November 2000 - December 2005
Ameren August 1999 - November 2000
Swank Audio Visuals April 1999 - August 1999
Edison Brothers Stores January 1998 - April 1999
Daugherty Business Solutions April 1997 - January 1998
Skills
Portfolio Management, Business Analysis, Vendor Management, Banking, SDLC, SharePoint, Project Portfolio..., Strategy, Project Management, Cross-functional Team..., Six Sigma, Agile Methodologies, Management, Leadership, Process Improvement, Visio, Information Technology, C#, Equities, SQL, IT Strategy, Program Management, Project Planning, Software Development, Wealth Management, Trading, Risk Management, Web Services, Business Process..., Team Building, Software Documentation, Analysis, Financial Services, Team Leadership, Trading Systems, Fixed Income, PMO, Wealth Management..., Business Intelligence
Education
Saint Louis University
MBA, Information Systems and Finance
University of Missouri-Saint Louis
BSBA, Management Information Systems and Finance
Scott Malick's Scottrade Experience November 2010 - Present
Job
Industry Financial Services
Experience
Scottrade November 2010 - Present
Scottrade May 2008 - July 2011
BJC Healthcare September 2006 - May 2008
Edward Jones March 2001 - September 2006
Skills
Media Buying, Web Analytics, Strategic Planning, Online Advertising, PPC, Marketing, CRM, Advertising, Bowling, Display Advertising, Mobile Advertising, E-commerce, Google Analytics, Marketing Communications, Digital Marketing, Online Marketing, Management, Analytics, Leadership, Email Marketing
Education
Saint Louis University 2002 — 2004
MBA
Saint Louis University 1997 — 2000
BSBA, Finance
DeSmet Jesuit High School 1993 — 1997
Scottrade November 2010 - Present
Scottrade May 2008 - July 2011
BJC Healthcare September 2006 - May 2008
Edward Jones March 2001 - September 2006
Skills
Media Buying, Web Analytics, Strategic Planning, Online Advertising, PPC, Marketing, CRM, Advertising, Bowling, Display Advertising, Mobile Advertising, E-commerce, Google Analytics, Marketing Communications, Digital Marketing, Online Marketing, Management, Analytics, Leadership, Email Marketing
Education
Saint Louis University 2002 — 2004
MBA
Saint Louis University 1997 — 2000
BSBA, Finance
DeSmet Jesuit High School 1993 — 1997
Jason Moersch's Scottrade Experience July 2015 - Present
Job Assistant Vice President, IT Internal Audit at Scottrade
Industry Information Technology and Services
Experience
Scottrade July 2015 - Present
DTZ January 2015 - July 2015
Cassidy Turley January 2013 - July 2015
Cassidy Turley July 2012 - January 2013
KPMG US August 2005 - July 2012
KPMG US August 2005 - July 2009
SBC/AT&T July 2004 - August 2005
SBC/AT&T July 2003 - July 2004
SBC/AT&T January 2002 - July 2003
Skills
SAP, PeopleSoft, IT Audit, Internal Audit, SDLC, MS Project, Project Management, Business Analysis, Business Process..., System Requirements, IT Risk Management, Requirements Management, Oracle E-Business Suite, SSAE16, SQL, Teradata, Oracle SQL, JCL, Access, Business Continuity..., Disaster Recovery, Sarbanes-Oxley, Process Improvement, SAS70, Sarbanes-Oxley Act
Education
Saint Louis University 1997 — 2002
BSBA
Scottrade July 2015 - Present
DTZ January 2015 - July 2015
Cassidy Turley January 2013 - July 2015
Cassidy Turley July 2012 - January 2013
KPMG US August 2005 - July 2012
KPMG US August 2005 - July 2009
SBC/AT&T July 2004 - August 2005
SBC/AT&T July 2003 - July 2004
SBC/AT&T January 2002 - July 2003
Skills
SAP, PeopleSoft, IT Audit, Internal Audit, SDLC, MS Project, Project Management, Business Analysis, Business Process..., System Requirements, IT Risk Management, Requirements Management, Oracle E-Business Suite, SSAE16, SQL, Teradata, Oracle SQL, JCL, Access, Business Continuity..., Disaster Recovery, Sarbanes-Oxley, Process Improvement, SAS70, Sarbanes-Oxley Act
Education
Saint Louis University 1997 — 2002
BSBA
Patrick Rodman's Scottrade Experience November 2011 - September 2013
Job VP Strategic Planning Consultant
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Scottrade November 2011 - September 2013
Education
Washington University in St. Louis 2008 — 2011
MBA
Saint Louis University 1998 — 2002
BSBA
Wells Fargo Advisors September 2013 - Present
Scottrade November 2011 - September 2013
Education
Washington University in St. Louis 2008 — 2011
MBA
Saint Louis University 1998 — 2002
BSBA
Rovena Qirko's Scottrade Experience August 2009 - Present
Job Scottrade
Industry Financial Services
Experience
Scottrade August 2009 - Present
Skills
Trading, Series 7, Securities, Series 63, Series 24, Equities, Equity Trading
Education
Saint Louis University 2008 — 2010
MBA
Saint Louis University 2001 — 2005
BA
Scottrade August 2009 - Present
Skills
Trading, Series 7, Securities, Series 63, Series 24, Equities, Equity Trading
Education
Saint Louis University 2008 — 2010
MBA
Saint Louis University 2001 — 2005
BA
Adrienne Brockington's Scottrade Experience 2005 - 2006
Job Fiscal Accounting Assistant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2009 - Present
Calamos Investments July 2006 - September 2008
Scottrade 2005 - 2006
Education
Webster University 2007 — 2008
MBA, Business
Saint Louis University 1997 — 2001
BSBA, Finance
Nationwide Financial January 2009 - Present
Calamos Investments July 2006 - September 2008
Scottrade 2005 - 2006
Education
Webster University 2007 — 2008
MBA, Business
Saint Louis University 1997 — 2001
BSBA, Finance
Shauna Agnew's Scottrade Experience October 2010 - January 2012
Job QA Analyst at Gateway EDI
Industry Information Technology and Services
Experience
Gateway EDI January 2012 - Present
Scottrade October 2010 - January 2012
Skills
Agile Methodologies, Business Analysis, Quality Center, Visio, User Acceptance Testing, Testing, SDLC, Quality Assurance, Requirements Gathering, Test Cases, QTP, Requirements Analysis, Test Planning, Process Improvement, Vendor Management, SharePoint, Analysis, Unix, Business Requirements, SQL, Manual Testing, Microsoft SQL Server, Software Project..., Waterfall, Software Documentation, Databases, Systems Analysis, Test Automation, TFS, .NET, Agile Project Management, Data Warehousing, Defect Tracking, Integration, Regression Testing, SOA, Scrum, SoapUI, Software Development, Software Quality..., System Testing, VBScript, Visual Studio, Web Applications, XML, Web Services, Performance Testing, Oracle, DB2, HP Quality Center
Education
Saint Louis University 1997 — 2001
Gateway EDI January 2012 - Present
Scottrade October 2010 - January 2012
Skills
Agile Methodologies, Business Analysis, Quality Center, Visio, User Acceptance Testing, Testing, SDLC, Quality Assurance, Requirements Gathering, Test Cases, QTP, Requirements Analysis, Test Planning, Process Improvement, Vendor Management, SharePoint, Analysis, Unix, Business Requirements, SQL, Manual Testing, Microsoft SQL Server, Software Project..., Waterfall, Software Documentation, Databases, Systems Analysis, Test Automation, TFS, .NET, Agile Project Management, Data Warehousing, Defect Tracking, Integration, Regression Testing, SOA, Scrum, SoapUI, Software Development, Software Quality..., System Testing, VBScript, Visual Studio, Web Applications, XML, Web Services, Performance Testing, Oracle, DB2, HP Quality Center
Education
Saint Louis University 1997 — 2001
Jeremy Kearns's Scottrade Experience September 2009 - Present
Job Manager of Active Trader Services and OptionsFirst at Scottrade
Industry Financial Services
Experience
Scottrade September 2009 - Present
Scottrade March 2008 - September 2009
Scottrade February 2006 - March 2008
Skills
Series 4, Series 24, Series 7, Series 66, Equities, Options, Trading, ETFs, Portfolio Management, Investments, Securities, Mutual Funds, FINRA, Fixed Income, Wealth Management, Bonds, Banking, Series 63
Education
Saint Louis University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Scottrade September 2009 - Present
Scottrade March 2008 - September 2009
Scottrade February 2006 - March 2008
Skills
Series 4, Series 24, Series 7, Series 66, Equities, Options, Trading, ETFs, Portfolio Management, Investments, Securities, Mutual Funds, FINRA, Fixed Income, Wealth Management, Bonds, Banking, Series 63
Education
Saint Louis University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Debbi Davis's Scottrade Experience August 2013 - Present
Job at Scottrade, Inc.
Industry Information Technology and Services
Nancy Roberts's Scottrade Experience November 2010 - February 2013
Job Client Technology Services Lead at Monsanto
Industry Consumer Goods
Experience
Monsanto December 2013 - Present
Monsanto July 2013 - December 2013
Express Scripts June 2013 - July 2013
Scottrade November 2010 - February 2013
Anheuser-Busch InBev August 2000 - October 2010
PricewaterhouseCoopers June 1998 - July 2000
Federal Reserve Bank of St. Louis December 1990 - June 1998
Skills
Vendor Management, Strategic Planning, Cross-functional Team..., Process Improvement, Project Management, Requirements Analysis, Risk Management, Business Analysis, Internal Controls, Internal Audit, Access, Sarbanes-Oxley Act, Software Development, Management, SAP, Business Intelligence, Disaster Recovery, SharePoint, Active Directory, Security, Visio, Project Portfolio..., Business Process, PMO, Integration, IT Strategy, Information Technology, SDLC, Team Leadership, ERP, Analysis, Software Documentation, Business Process..., ITIL, Change Management, PMP, IT Management, Communication, Leadership, Networking, Data Center, Telecommunications, Operations Management, Finance, Program Management, IT Service Management, Budgets, IT Operations, IT Audit
Education
Washington University in St. Louis - Olin Business School 1993 — 1998
MBA, Business
Saint Louis University 1987 — 1990
BSBA, Accounting
Monsanto December 2013 - Present
Monsanto July 2013 - December 2013
Express Scripts June 2013 - July 2013
Scottrade November 2010 - February 2013
Anheuser-Busch InBev August 2000 - October 2010
PricewaterhouseCoopers June 1998 - July 2000
Federal Reserve Bank of St. Louis December 1990 - June 1998
Skills
Vendor Management, Strategic Planning, Cross-functional Team..., Process Improvement, Project Management, Requirements Analysis, Risk Management, Business Analysis, Internal Controls, Internal Audit, Access, Sarbanes-Oxley Act, Software Development, Management, SAP, Business Intelligence, Disaster Recovery, SharePoint, Active Directory, Security, Visio, Project Portfolio..., Business Process, PMO, Integration, IT Strategy, Information Technology, SDLC, Team Leadership, ERP, Analysis, Software Documentation, Business Process..., ITIL, Change Management, PMP, IT Management, Communication, Leadership, Networking, Data Center, Telecommunications, Operations Management, Finance, Program Management, IT Service Management, Budgets, IT Operations, IT Audit
Education
Washington University in St. Louis - Olin Business School 1993 — 1998
MBA, Business
Saint Louis University 1987 — 1990
BSBA, Accounting
Deborah Martensen's Scottrade Experience January 2013 - Present
Job Vice President of Corporate Actions at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade September 2007 - January 2013
Skills
Series 7, Securities, Equities, Financial Services, Process Improvement, Customer Service, Risk Management, Corporate Actions, Cost Basis Reporting, Series 24, Series 55, Investments, Trading, SDLC, FINRA, Trading Systems, Quality Assurance, Banking, Series 63, Portfolio Management
Education
Saint Louis University 1995 — 2000
BSBA and MBA, Finance and MBA
Scottrade January 2013 - Present
Scottrade September 2007 - January 2013
Skills
Series 7, Securities, Equities, Financial Services, Process Improvement, Customer Service, Risk Management, Corporate Actions, Cost Basis Reporting, Series 24, Series 55, Investments, Trading, SDLC, FINRA, Trading Systems, Quality Assurance, Banking, Series 63, Portfolio Management
Education
Saint Louis University 1995 — 2000
BSBA and MBA, Finance and MBA
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
Mark Chao's Scottrade Experience April 2009 - May 2009
Job Financial Consultant
Industry Financial Services
Experience
Everyday Triathlete March 2011 - Present
Wealth Management Serivces July 2009 - Present
Scottrade April 2009 - May 2009
Executive Financial Group June 2008 - November 2008
JPMorganChase (Hong Kong) June 2008 - August 2008
Fubon Financial Holding Company June 2006 - August 2006
Skills
Mandarin, Life Insurance, Alternative Investments, Investments, Fixed Income Strategies, Equities, Financial Services, Finance, Microsoft Office, Data Analysis, Management, Trading, PowerPoint, Research
Education
Saint Louis University 2004 — 2008
Bachelors, Finance
TAS 1998 — 2004
Everyday Triathlete March 2011 - Present
Wealth Management Serivces July 2009 - Present
Scottrade April 2009 - May 2009
Executive Financial Group June 2008 - November 2008
JPMorganChase (Hong Kong) June 2008 - August 2008
Fubon Financial Holding Company June 2006 - August 2006
Skills
Mandarin, Life Insurance, Alternative Investments, Investments, Fixed Income Strategies, Equities, Financial Services, Finance, Microsoft Office, Data Analysis, Management, Trading, PowerPoint, Research
Education
Saint Louis University 2004 — 2008
Bachelors, Finance
TAS 1998 — 2004
Karl Lulu's Scottrade Experience May 2009 - Present
Job Producing Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2009 - Present
Scottrade February 2007 - May 2009
Skills
Series 7, Series 63, Series 24, Microsoft Office, Microsoft Excel, Microsoft Word, CRM, Social Media, Trading Systems, Equity Trading, HRIS, FINRA, Series 4, Management, Investments, Marketing, Portfolio Management, Sales, Leadership, PowerPoint, Customer Service, Financial Services, Outlook, Finance, Team Building, Public Speaking, Mutual Funds, Sales Management, Securities, Team Leadership, Equities
Education
Webster University 2014 — 2017
Master of Business Administration (MBA)
San Jose State University
Bachelor of Science (B.S.), Finance
Scottrade May 2009 - Present
Scottrade February 2007 - May 2009
Skills
Series 7, Series 63, Series 24, Microsoft Office, Microsoft Excel, Microsoft Word, CRM, Social Media, Trading Systems, Equity Trading, HRIS, FINRA, Series 4, Management, Investments, Marketing, Portfolio Management, Sales, Leadership, PowerPoint, Customer Service, Financial Services, Outlook, Finance, Team Building, Public Speaking, Mutual Funds, Sales Management, Securities, Team Leadership, Equities
Education
Webster University 2014 — 2017
Master of Business Administration (MBA)
San Jose State University
Bachelor of Science (B.S.), Finance
Linghua Xiao's Scottrade Experience June 2012 - December 2012
Job Grant Accountant at Saint Louis University
Industry Accounting
Experience
Saint Louis University July 2013 - Present
Wells Fargo Advisors April 2013 - July 2013
Scottrade June 2012 - December 2012
ZIM Group January 2010 - January 2011
IRS Volunteer Income Tax Assistance Program (VITA January 2008 - April 2009
Skills
Accounting, Financial Reporting, Auditing, General Ledger, Financial Accounting, Internal Controls, GAAP, Account Reconciliation, Tax, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, Financial Statements, Accounts Receivable, Journal Entries, Fixed Assets
Education
Saint Louis University 2011 — 2012
Master's, Accounting
Webster University 2007 — 2010
Accounting
Shenzhen University 1995 — 2000
Bachelor of Arts (BA)
Saint Louis University July 2013 - Present
Wells Fargo Advisors April 2013 - July 2013
Scottrade June 2012 - December 2012
ZIM Group January 2010 - January 2011
IRS Volunteer Income Tax Assistance Program (VITA January 2008 - April 2009
Skills
Accounting, Financial Reporting, Auditing, General Ledger, Financial Accounting, Internal Controls, GAAP, Account Reconciliation, Tax, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, Financial Statements, Accounts Receivable, Journal Entries, Fixed Assets
Education
Saint Louis University 2011 — 2012
Master's, Accounting
Webster University 2007 — 2010
Accounting
Shenzhen University 1995 — 2000
Bachelor of Arts (BA)
Francisco Elizondo's Scottrade Experience June 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade June 2013 - Present
Citi Personal Wealth Management October 2011 - June 2013
JPMorgan Chase November 2007 - October 2011
Citi September 2001 - October 2007
Skills
Series 7, Series 63, Options Strategies, Microsoft Office, Investments, Finance, Banking, Equities, Options, Mutual Funds, Trading, Bonds, Financial Services, Portfolio Management
Education
Texas A&M University
Finance / International Business Management / Political Science
San Antonio College
Business Administration - Finance - International Relations
Scottrade June 2013 - Present
Citi Personal Wealth Management October 2011 - June 2013
JPMorgan Chase November 2007 - October 2011
Citi September 2001 - October 2007
Skills
Series 7, Series 63, Options Strategies, Microsoft Office, Investments, Finance, Banking, Equities, Options, Mutual Funds, Trading, Bonds, Financial Services, Portfolio Management
Education
Texas A&M University
Finance / International Business Management / Political Science
San Antonio College
Business Administration - Finance - International Relations
Jenna Moreci's Scottrade Experience July 2009 - December 2012
Job Financial Manager at Aqua Treat Chemicals, Inc.
Industry Financial Services
Experience
Aqua Treat Chemicals, Inc. January 2013 - Present
Scottrade July 2009 - December 2012
City Model Management March 2009 - December 2011
Starbucks Coffee Company July 2006 - August 2009
Education
San Jose State University 2005 — 2010
Bachelor of Science (B.S.), Business Administration Finance
Aqua Treat Chemicals, Inc. January 2013 - Present
Scottrade July 2009 - December 2012
City Model Management March 2009 - December 2011
Starbucks Coffee Company July 2006 - August 2009
Education
San Jose State University 2005 — 2010
Bachelor of Science (B.S.), Business Administration Finance
Justin Niebuhr's Scottrade Experience July 2012 - Present
Job *****
Industry Information Technology and Services
Experience
Scottrade July 2012 - Present
Skills
SQL, Microsoft SQL Server, Microsoft Office, SDLC, Databases, Requirements Analysis, Strategic Planning, Business Intelligence, Leadership
Education
Saint Mary's University of Minnesota 2000 — 2001
MS, Resource Analysis
University of Wisconsin-River Falls 1996 — 1999
BS, Conservation
Scottrade July 2012 - Present
Skills
SQL, Microsoft SQL Server, Microsoft Office, SDLC, Databases, Requirements Analysis, Strategic Planning, Business Intelligence, Leadership
Education
Saint Mary's University of Minnesota 2000 — 2001
MS, Resource Analysis
University of Wisconsin-River Falls 1996 — 1999
BS, Conservation
Sean Carlin, CFA, CAIA's Scottrade Experience February 2009 - May 2010
Job Associate Fixed Income Manager Research at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates September 2015 - Present
Aon Hewitt January 2012 - August 2015
Edward Jones July 2011 - February 2012
Edward Jones 2010 - August 2011
Scottrade February 2009 - May 2010
Skills
Excel, Outlook, PowerPoint, Word, Customer Relations, Microsoft Excel, Microsoft Word, Customer Service, Equities, Portfolio Management, Trading, Due Diligence, Asset Management
Education
Saint Louis University 2006 — 2010
Business Administration, Finance CFA Track, 3.61
Wilshire Associates September 2015 - Present
Aon Hewitt January 2012 - August 2015
Edward Jones July 2011 - February 2012
Edward Jones 2010 - August 2011
Scottrade February 2009 - May 2010
Skills
Excel, Outlook, PowerPoint, Word, Customer Relations, Microsoft Excel, Microsoft Word, Customer Service, Equities, Portfolio Management, Trading, Due Diligence, Asset Management
Education
Saint Louis University 2006 — 2010
Business Administration, Finance CFA Track, 3.61
Lindsay Parkerson's Scottrade Experience December 2007 - Present
Job Financial Office Assistant at Scottrade
Industry Financial Services
Experience
Scottrade December 2007 - Present
Eagle Gate College May 2006 - December 2007
Skills
Customer Service, Accounts Payable, Strategic Planning, Project Management, Microsoft Office, Process Scheduler, Microsoft Excel, Event Planning, Finance, Microsoft Word
Education
The University of Utah 2009 — 2013
Bachelor of Science, Mass Communication
Salt Lake Community College 2004 — 2009
Associate's, General Studies
Scottrade December 2007 - Present
Eagle Gate College May 2006 - December 2007
Skills
Customer Service, Accounts Payable, Strategic Planning, Project Management, Microsoft Office, Process Scheduler, Microsoft Excel, Event Planning, Finance, Microsoft Word
Education
The University of Utah 2009 — 2013
Bachelor of Science, Mass Communication
Salt Lake Community College 2004 — 2009
Associate's, General Studies
Paul Sudekum's Scottrade Experience January 2015 - Present
Job Margin Analyst at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade 2014 - Present
Edward Jones 2014 - 2014
Skills
English, Microsoft Excel, Budgets, Accounting, Outlook, PowerPoint, Windows, Research, Financial Reporting, Financial Accounting, Auditing, Teamwork, Access, Sales, Account Management, Customer Service, Insurance
Education
Saint Louis University 1995 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Scottrade January 2015 - Present
Scottrade 2014 - Present
Edward Jones 2014 - 2014
Skills
English, Microsoft Excel, Budgets, Accounting, Outlook, PowerPoint, Windows, Research, Financial Reporting, Financial Accounting, Auditing, Teamwork, Access, Sales, Account Management, Customer Service, Insurance
Education
Saint Louis University 1995 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Anthony Agleham's Scottrade Experience August 2000 - May 2001
Job Fiscal Office Specialist at County of San Mateo
Industry Government Administration
Experience
County of San Mateo - Aging & Adult Services January 2014 - Present
County of San Mateo - Human Services Agency October 2013 - December 2013
County of San Mateo - Human Services Agency May 2008 - October 2013
County of San Mateo - Tax Collector's Office September 2007 - May 2008
County of San Mateo - California Children's Services January 2007 - September 2007
County of San Mateo - Human Services Agency June 2006 - January 2007
IGN Entertainment September 2005 - March 2006
Scottrade August 2000 - May 2001
Skills
Business Analysis, Access, Sales, Microsoft Excel, Data Analysis, Microsoft Word, Government, Microsoft Office, Policy, Research, Nonprofits, Community Outreach, Event Planning
Education
San Jose State University 1998 — 2002
Business, Finance
County of San Mateo - Aging & Adult Services January 2014 - Present
County of San Mateo - Human Services Agency October 2013 - December 2013
County of San Mateo - Human Services Agency May 2008 - October 2013
County of San Mateo - Tax Collector's Office September 2007 - May 2008
County of San Mateo - California Children's Services January 2007 - September 2007
County of San Mateo - Human Services Agency June 2006 - January 2007
IGN Entertainment September 2005 - March 2006
Scottrade August 2000 - May 2001
Skills
Business Analysis, Access, Sales, Microsoft Excel, Data Analysis, Microsoft Word, Government, Microsoft Office, Policy, Research, Nonprofits, Community Outreach, Event Planning
Education
San Jose State University 1998 — 2002
Business, Finance
Brian Rodgers's Scottrade Experience January 2008 - April 2008
Job Senior Java Developer
Industry Information Technology and Services
Experience
Monsanto, St Louis, MO May 2008 - Present
Scottrade January 2008 - April 2008
CSC August 2003 - April 2008
Edward Jones August 2003 - December 2007
Skills
Java, Web Services, Oracle, Weblogic, J2EE, SOAP, SOA, Servlets, REST, XSLT, JSP, PL/SQL, Data Modeling, Database Design, JMS, XML, Application Development, Spring, SQL, Hibernate, JDBC, Eclipse, Struts, EJB, JUnit, MVC, Databases, AJAX, JavaScript, Java Enterprise Edition
Education
Saint Louis University 1999 — 2003
BSBA, Management Information Systems
Monsanto, St Louis, MO May 2008 - Present
Scottrade January 2008 - April 2008
CSC August 2003 - April 2008
Edward Jones August 2003 - December 2007
Skills
Java, Web Services, Oracle, Weblogic, J2EE, SOAP, SOA, Servlets, REST, XSLT, JSP, PL/SQL, Data Modeling, Database Design, JMS, XML, Application Development, Spring, SQL, Hibernate, JDBC, Eclipse, Struts, EJB, JUnit, MVC, Databases, AJAX, JavaScript, Java Enterprise Edition
Education
Saint Louis University 1999 — 2003
BSBA, Management Information Systems
Jackie Gilsinn's Scottrade Experience 2002 - 2005
Job Tax Manager, CPA; Individual, Trust, Estate, and Gift Taxation at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie November 2009 - May 2015
PwC July 2007 - October 2009
Scottrade 2002 - 2005
Skills
Federal & State Income..., Estate & Gift Taxation, Trust Taxation, Accounting, Tax, Income Tax, Financial Accounting, Financial Analysis, Tax Preparation, QuickBooks, Microsoft Excel, Partnership Taxation, Not for Profit
Education
Saint Louis University 2015 — 2019
B.S. B.A., Accounting, Summa Cum Laude
Saint Louis University 2002 — 2007
Master of Accountancy
BDO USA, LLP June 2015 - Present
Stone Carlie November 2009 - May 2015
PwC July 2007 - October 2009
Scottrade 2002 - 2005
Skills
Federal & State Income..., Estate & Gift Taxation, Trust Taxation, Accounting, Tax, Income Tax, Financial Accounting, Financial Analysis, Tax Preparation, QuickBooks, Microsoft Excel, Partnership Taxation, Not for Profit
Education
Saint Louis University 2015 — 2019
B.S. B.A., Accounting, Summa Cum Laude
Saint Louis University 2002 — 2007
Master of Accountancy
Martin Presser's Scottrade Experience July 2010 - January 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments January 2014 - October 2014
Fidelity Investments February 2013 - December 2013
Scottrade July 2010 - January 2013
SDSU Athletics August 2009 - December 2011
Skills
Series 7
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments October 2014 - Present
Fidelity Investments January 2014 - October 2014
Fidelity Investments February 2013 - December 2013
Scottrade July 2010 - January 2013
SDSU Athletics August 2009 - December 2011
Skills
Series 7
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Jay Benjamin's Scottrade Experience June 2005 - September 2014
Job Senior Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade June 2005 - September 2014
TD Waterhouse February 1997 - April 2004
Skills
Customer Service,...
Education
San Diego City College 1982 — 1985
Scottrade June 2005 - September 2014
TD Waterhouse February 1997 - April 2004
Skills
Customer Service,...
Education
San Diego City College 1982 — 1985
Skip Storm's Scottrade Experience February 2003 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade February 2003 - Present
Scottrade February 2003 - Present
TD Ameritrade June 1998 - November 2002
Education
San Diego State University-California State University 1985 — 1990
Economics
Scottrade February 2003 - Present
Scottrade February 2003 - Present
TD Ameritrade June 1998 - November 2002
Education
San Diego State University-California State University 1985 — 1990
Economics
Angelica Noble's Scottrade Experience October 2012 - August 2013
Job Shift Manager at Starbucks
Industry
Experience
Starbucks April 2014 - Present
Salem State University September 2011 - Present
Scottrade October 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Customer Service, Cpr Certified, English, Windows, Leadership, Facebook, Access
Education
Salem State University 2014 — 2016
Master of Business Administration (MBA)
Salem State University 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salem High School
Starbucks April 2014 - Present
Salem State University September 2011 - Present
Scottrade October 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Customer Service, Cpr Certified, English, Windows, Leadership, Facebook, Access
Education
Salem State University 2014 — 2016
Master of Business Administration (MBA)
Salem State University 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salem High School
Eddie Swanson's Scottrade Experience September 2012 - Present
Job Administrative Assistant at Department of Veteran Affairs
Industry Accounting
Experience
Scottrade September 2012 - Present
Department of Veterans Affairs June 2012 - Present
Enterprise Rent-A-Car December 2011 - Present
Nike September 2011 - Present
RubinBrown LLP December 2013 - December 2013
Education
University of Missouri-Saint Louis 2013 — 2015
Saint Louis Community College-Florissant Valley 2010 — 2012
AA Business Management and Administration
Scottrade September 2012 - Present
Department of Veterans Affairs June 2012 - Present
Enterprise Rent-A-Car December 2011 - Present
Nike September 2011 - Present
RubinBrown LLP December 2013 - December 2013
Education
University of Missouri-Saint Louis 2013 — 2015
Saint Louis Community College-Florissant Valley 2010 — 2012
AA Business Management and Administration
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank