Scottrade Company
Industry: Banking company
DescriptionScottrade was a discount brokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Customer service: 00 1 314-543-6188 Headquarters: St. Louis, Missouri, United States Founder: Rodger O. Riney Founded: 1980, Scottsdale, Arizona, United States Parent organization: TD Ameritrade Subsidiary: FocusShares Trust
Scottrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scottrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Scottrade Salaries. You can even request information on how much does Scottrade pay if you want to. Learn about salaries, pros and cons of working for Scottrade directly from the past employees.
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2,787 Scottrade employees in database. Find out everything there's to know about Scottrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scottrade Employees
Object Computing, Inc. July 2004 - Present
Intoximeters February 2015 - Present
Maritz Travel Company October 2014 - February 2015
Scottrade March 2014 - October 2014
CDG, a Boeing Company July 2011 - March 2014
Boeing March 2010 - June 2011
Express Scripts 2009 - March 2009
Boeing March 2007 - 2009
Maritz, Inc. 2002 - 2004
Spherion Technology November 1999 - May 2002
Skills
Software Development, Technical Leadership, Software Engineering, Agile Methodologies, Design Patterns, System Architecture, Application Security..., Distributed Systems, JavaScript, AngularJS, Node.js, CSS, HTML5, Java, Web Services, Android Development, Relational Databases, Databases, SQL, Test Driven Development, Git, Subversion, CVS, Eclipse, C++, JUnit, Web Applications, Tomcat, J2EE, Java Enterprise Edition, XSLT, C, Perl, UML, Spring, Scrum, Linux, Hibernate, Python, Spring Framework, Ruby, Ruby on Rails, PostgreSQL, Bootstrap
Education
Sofia University St. Kliment Ohridski 1989 — 1995
M.Sc., Computer Science
Sofia University St. Kliment Ohridski
Master's degree, Computer Software Engineering
Be Found Online July 2014 - Present
TMP Worldwide May 2012 - July 2014
Scottrade 2011 - May 2012
Allsup Inc. May 2011 - August 2011
Edwardsville School District September 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Social Media, Microsoft Word, Lead Generation, Online Marketing, Email Marketing, Facebook, SEO, Account Management, Market Research, Marketing Research, Social Media Marketing, Online Advertising
Education
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
MasterCard March 2015 - Present
Scottrade January 2013 - March 2015
Koch Business Solutions (KBS) August 2011 - November 2012
Walmart June 2011 - August 2011
Walmart January 2010 - June 2011
ArcSight September 2008 - January 2010
CompuCom Systems August 2006 - September 2008
HR Computer Service July 2003 - August 2005
Skills
Information Security, System Administration, Network Security, Computer Security, Intrusion Detection, IPS, Incident Response, Integration, TCP/IP, Technical Support, Firewalls, Risk Assessment, Disaster Recovery, Security, Security Audits
Education
Southern Illinois University, Edwardsville 1998 — 2002
BS, CMIS
Scottrade December 2011 - Present
Panera Bread September 2011 - December 2011
Skills
Agile Methodologies, C
Education
Southern Illinois University, Edwardsville 2006 — 2011
Bachelor of Science, Computer Science
McKinley Services May 2015 - Present
GE September 2013 - November 2014
Scottrade September 2012 - September 2013
FedEx Express February 2011 - May 2012
AT&T November 2009 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Windows, Team Leadership, Spanish, Data Analysis, Stock Market, Financial Modeling, Market Research, Research, Analysis, Financial Reporting, Process Improvement, Team Building, Management, Time Management, Outlook
Education
Florida Gulf Coast University 2012 — 2014
Bachelor of Arts (B.A.), Marketing
Seminole State College of Florida 2008 — 2012
Rover Enterprises LLC August 2011 - Present
Capital Management Investor Services (CMIS) May 2011 - December 2011
Scottrade August 2010 - April 2011
Scottrade April 2010 - August 2010
Southern Illinois University Edwardsville; Student Government July 2009 - May 2010
Southern Illinois University Edwardsville April 2009 - May 2010
Skills
Leadership, Microsoft Excel, Team Leadership, Microsoft Office, People Skills, Social Media, PowerPoint, Communication, Customer Service, Public Speaking
Education
Southern Illinois University, Edwardsville 2008 — 2012
Bachelors of Science, Business Administration: Finance and Entrepreneurship
Scottrade March 2015 - Present
Scottrade May 2014 - December 2014
KPMG China January 2013 - February 2013
Pacific Strategies & Assessments October 2012 - December 2012
Ingersoll Rand June 2012 - September 2012
Shenzhen Development Bank (Changed into Pingan Bank) August 2011 - September 2011
Skills
Auditing, Due Diligence, Financial Statements, Analysis, Leadership, Accounting, Active Team Player, Strategy, Accounts Receivable, Financial Analysis, Internal Controls, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
Washington University in St. Louis 2013 — 2014
Master's degree, Accounting
Shanghai International Studies University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Shenzhen Foreign Languages School 2003 — 2009
Junior and senior high school
Autotask Corporation May 2013 - Present
Scottrade June 2011 - May 2013
Stewart's Shops February 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, SPSS, Oracle CRM
Education
Siena College 2009 — 2013
Bachelor of Arts (B.A.), Economics
LaSalle Institute 2005 — 2009
Scottrade December 2011 - December 2012
Education
Savannah State University
PNC April 2014 - Present
Scottrade April 2013 - April 2014
United Seating & Mobility October 2012 - April 2013
The Mergis Group May 2012 - October 2012
Merrill Lynch October 2011 - May 2012
Edward Jones May 2007 - October 2011
SSP Search Solutions March 2007 - May 2007
RSW Group Ltd June 2006 - March 2007
Touchette Regional Hospital October 2005 - June 2006
BJC HealthCare 2005 - 2005
Skills
Behavioral Interviewing, Competency Based..., Recruiting, Personnel Selection, Staffing Services, Screening, Team Leadership, Human Resources, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Workforce Planning, Employee Benefits, Internet Recruiting, Sales, HR Policies, Temporary Staffing, Technical Recruiting, Career Development, Sourcing, Deferred Compensation, Screening Resumes, Employer Branding, Management, Employee Training, Job Fairs, Interviews, Organizational..., Recruitment Advertising, Employee Relations, New Hire Orientations, Onboarding, Career Counseling, Benefits Negotiation, Cold Calling, Training, Contract Recruitment, Reference Checking, Time Management, Temporary Placement, Resume Writing, Employee Engagement, Personnel Management, Benefits Administration, Hiring, Executive Search, Performance Management, PeopleSoft, HRIS
Education
Webster University 2004 — 2006
Master, Human Resources
Southern Illinois University, Edwardsville 1998 — 2004
Bachelors of Science, Sociology
Riverview Gardens High School
Microsoft March 2012 - Present
Aclara August 2010 - March 2012
First Bank July 2008 - August 2010
Scottrade February 2005 - July 2008
SBC 2000 - 2003
Skills
Trading Systems, Database Design, Database Administration, Business Analysis, Equities, Team Leadership, Customer Relations, Disaster Recovery, High Availability, Data Warehousing, Technical Product Sales, Technical Sales..., Business Intelligence..., Big Data, Virtualization, System Monitoring, Database Security, Microsoft SQL Server, Relational Databases, Program Management, SSIS
Education
Southeast Missouri State University 1996 — 2000
Bachelor of Science, Computer Science
Scottrade January 2015 - Present
Deliveries On Demand May 2014 - August 2014
Skills
Bilingual (Farsi), Customer Service, Microsoft Office, Organizational..., Team Building, Time Management, Teamwork, Accounting, Public Speaking, Social Networking, Microsoft Excel, Social Media, Leadership, Microsoft Word, Finance
Education
Webster University 2015 — 2017
Master of Business Administration (MBA), Finance
Southeast Missouri State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Rockwood Summit High School 2006 — 2010
Centene Corporation March 2013 - Present
Scottrade September 2010 - February 2013
Scottrade December 2007 - September 2010
Nestle Purina May 2004 - December 2007
Ralston Purina August 2000 - May 2004
Skills
Windows, HP-UX, Clariion, AIX, Storage Area Networks, Symmetrix, VSP, AMS, HCP, NetApp, Brocade, Servers, Requirements Analysis, Enterprise Software, VMware, Storage, Infrastructure, Networking, Disaster Recovery, EMC Storage, IBM AIX, Enterprise Architecture, Databases, SAN, Hardware, Architectures, Virtualization, Data Center, Unix
Education
Southern Illinois University, Edwardsville 2000 — 2004
Bachelors, MIS
T-Mobile February 2014 - Present
Scottrade October 2013 - February 2014
Scottrade June 2013 - October 2013
Albers Investment Club May 2012 - June 2013
Scottrade March 2011 - June 2013
Seattle University Track Team November 2010 - December 2012
Skills
Financial Analysis, Finance, Customer Service, Microsoft Excel, Economics, Financial Modeling, PowerPoint, Microsoft Word, Outlook, Business, Microsoft Office, Data Analysis, Financial Statement..., Pivot Tables, Statistical Programming, DCF Valuation, APV, R, SAP, PTMS
Education
Seattle University 2015 — 2017
Master of Science (M.S.), Finance
Seattle University 2009 — 2013
Business Administration, Finance and Business Economics
Scottrade January 2014 - Present
Build-A-Bear Workshop June 2012 - December 2013
Build-A-Bear Workshop September 2011 - March 2012
Skills
Email Marketing, Email Strategy, Responsys Interact, Direct Marketing, Marketing Strategy, Team Leadership, CAN-SPAM, HTML emails, Adobe Dreamweaver, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Research, Process Scheduler, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Creative Direction, Illustrator, InDesign, Photoshop, Email Newsletter Design, HTML Emails
Education
Missouri University of Science and Technology 2007 — 2009
B.S., Architectural Engineering
Southeast Missouri State University 2005 — 2007
Pre-Engineering, Architectural Engineering
Scottrade March 2013 - Present
Scottrade May 2010 - March 2013
Wachovia November 1999 - December 2009
Wells Fargo May 1998 - November 2009
Wachovia, A Wells Fargo Company 1998 - 2009
PMSI May 1998 - November 1999
Skills
Project Management
Education
Southeast Missouri State University 1991 — 1995
BS
Harvest Capital Advisors Inc. February 2014 - Present
Seattle University Redhawk Fund June 2012 - June 2013
Scottrade April 2012 - September 2012
UBS Wealth Management April 2011 - September 2011
Skills
Microsoft Excel, Bloomberg Terminal, Investments, Equity Research, Derivatives, Economics, Portfolio Management, Customer Service, Teamwork, Data Analysis
Education
Seattle University 2009 — 2013
Bachelor of Arts (BA), Finance, General
Target July 2015 - Present
Scottrade August 2008 - June 2015
United Healthcare Group August 2004 - June 2008
Skills
Management, Troubleshooting, Leadership, Process Improvement, Customer Service, Strategic Planning, SQL, Software Documentation, Visio, Technical Support
Education
Sanford-Brown College 2002 — 2004
Bachelor of Science (B.S.), Computer Management
Sanford Brown College 1998 — 2000
Associate of Science (A.S.), Network and System Administration/Administrator
Wells Fargo Advisors March 2015 - Present
Delux Magazine May 2014 - Present
Financial Institution July 2013 - March 2015
Scottrade January 2013 - May 2013
PNC December 2011 - December 2012
Regions Financial Corporation August 2007 - December 2011
Southern Illinois University Edwardsville August 2006 - August 2007
Skills
Banking, Sales Management, Relationship Management, Customer Service, Service Quality, Financial Analysis, Coaching, Leadership, Series 7, Advertising, Marketing, Graphic Design, Training, Series 63, Consumer Lending, Financial Services, Retirement Planning, Loans, Small Business Lending, Commercial Banking, Credit, Small Business, Mortgage Lending, Credit Analysis, Loan Origination, Finance, Lines Of Credit, Wealth Management, Retail Banking
Education
Webster University 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Illinois University, Edwardsville 2003 — 2009
Bachelors, Business Administration
Scottrade November 2013 - Present
Scottrade July 2012 - November 2013
Scottrade December 2010 - July 2012
Edward Jones December 2007 - September 2009
Skills
Securities, Mutual Funds, Financial Services, Customer Service, SDLC, Back Office, Analysis, Account Reconciliation, Applicant Tracking..., Finance, HRIS, Human Resources, Investments, Leadership, Microsoft Excel, Microsoft Office, Onboarding, ADP E-Time, ADP ReportSmith, Talent Management
Education
University of Phoenix 2010 — 2012
Master, Master in Business Administration
Southeast Missouri State University 2003 — 2007
Corporate Communication, Communication
Wells Fargo Advisors June 2012 - Present
Edward Jones August 2009 - June 2012
AXA Advisors April 2006 - August 2009
Scottrade October 1998 - April 2006
Skills
Management, Sales, Leadership, Training, Risk Management, Financial Services
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
Webster University
Scottrade March 2013 - Present
Scottrade January 2012 - March 2013
Technisource August 2010 - January 2012
Monsanto November 2008 - August 2010
Monsanto May 2006 - November 2008
Monsanto March 2005 - May 2006
Monsanto April 2004 - May 2005
Union Pacific Railroad January 2002 - April 2004
Union Pacific Railroad July 1998 - January 2002
Skills
Software Documentation, Customer Service, Troubleshooting, Data Center, Process Improvement, Change Management, IT Service Management, Incident Management, IT Operations, Technical Support, BMC Remedy, ITIL v3 Foundations..., Help Desk Support, IT Management
Education
Southeast Missouri State University 1990 — 1994
B.S, Criminal Justice
Cowen and Company February 2011 - Present
Scottrade March 2008 - May 2010
Consolidated Business Group May 2009 - July 2009
Skills
Investment Banking, Equity Research, Valuation, Bloomberg, Equities, Capital Markets, Financial Modeling, Private Equity, Hedge Funds, LBO, Fixed Income, Corporate Finance
Education
Siena College 2006 — 2010
Bachelor of Science (BS), Finance, General
John Jay High School
Accounting and Finance
Brocade June 2015 - Present
SanDisk July 2012 - June 2015
SanDisk July 2011 - June 2012
Scottrade 2010 - 2011
Wells Fargo Advisors 2008 - 2009
Santa Clara County Department of Revenue January 2007 - January 2008
Skills
Tableau, Hyperion, Microsoft CRM, Forecasting, Qlikview (Optimization..., Excel Pivot, Microsoft Excel, Financial Analysis, Analysis, Business Objects, Microsoft Office, Data Analysis, PowerPoint, Market Research, Customer Service, Access, Business Analysis, Leadership, Management, Microsoft Word, Sales, Social Networking, Business Development, Social Media, Banking, Business Process...
Education
San Jose State University 2007 — 2012
Bachelor's degree, Finance
Scottrade January 2015 - Present
Scottrade September 2013 - January 2015
Scottrade October 2011 - September 2013
AAA Missouri March 2011 - October 2011
Smurfit-Stone December 2007 - March 2011
Rockwood School District May 2006 - March 2007
Skills
Windows Server, Servers, Active Directory, WSUS, Powershell, Windows, Troubleshooting, Hardware, Server Administration, HP Server Hardware, System Administration, PC building, HP Proliant, Operating System..., Windows Server 2008, Network Administration, MDT, Windows Server 2003, WinPE, VBScript, Sophos, Sysprep, PCI DSS, DNS
Education
Southeast Missouri State University 2003 — 2007
Bachelors, Applied Computer Science
Gateway EDI January 2013 - Present
U.S. Bank March 2012 - January 2013
Scottrade May 2008 - March 2012
Scottrade April 2007 - May 2008
Scottrade June 2005 - April 2007
Skills
HP Quality Center, SOAP UI Professional, Microsoft Office, Microsoft Test Manager, Selenium, SQL, IBM AS/400, APIs, Software Development..., Software Development..., Agile Methodologies, Mobile Testing, Test Automation, Process Improvement, SDLC
Education
Webster University 2008 — 2010
Masters of Art, Information Technology Management
Southeast Missouri State University 2000 — 2004
Bachelors of Science, Industrial Technology with an emphasis in Technical Graphis
Rosary High School 1996 — 1998
Diploma, General Studies
Hazelwood East High School 1994 — 1996
General Studies
Thrivent Financial March 2015 - Present
JPMorgan Chase Bank, N.A. May 2013 - January 2015
Wells Fargo Advisors January 2013 - May 2013
Fifth Third Bank August 2011 - October 2012
Fifth Third Bank December 2005 - April 2010
Scottrade March 2003 - December 2005
Carl S. Akey, Inc. 1983 - 1990
Skills
Sales Management, Investments, Sales Operations, Sales Support, Hold Series 7, Hold Series 24, Hold Series 66, Life Insurance
Education
University of Phoenix 2007 — 2012
finance
JVS
Sinclair Community College
PwC October 2011 - Present
Scottrade August 2008 - October 2011
Deloitte August 2004 - August 2008
Washington University July 2000 - August 2004
Skills
Security, IT Audit, Sarbanes-Oxley Act, Financial Modeling, Information Security, Risk Management, IT Strategy, Data Analysis, IT Integration, Business Analysis, Information Security..., Management Consulting, Financial Analysis, Analysis
Education
Washington University in St. Louis 2010 — 2012
MBA, Finance, Economics, Strategy
Southern Illinois University, Carbondale 1997 — 2000
BS, Computer Science
Scottrade August 2014 - Present
Scottrade September 2011 - August 2014
Morgan Keegan August 2010 - February 2012
Merrill Lynch January 2008 - August 2010
Regions Bank August 2005 - January 2008
Skills
Banking, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2007
Business Administration, Business, Psychology
Gibault
Scottrade March 2015 - Present
Scottrade June 2012 - Present
Scottrade March 2010 - June 2012
Savvis Communications July 2002 - December 2009
Savvis Communications July 2002 - October 2006
Braun Consulting July 1998 - October 2001
Bank of America January 1996 - July 1998
Skills
T-SQL, Visual Basic, Java, Perl, HTML, Microsoft SQL Server, SSIS, Data Warehousing, Databases, SSRS, SQL, Oracle, Performance Tuning, Integration, Testing, Programming, Disaster Recovery, Unix, PL/SQL, SharePoint, VBA, Database Design, High Availability, SQL Tuning
Education
Southern Illinois University, Edwardsville 1999 — 2003
Master of Business Administration, Managemnet Infromation System
Southern Illinois University, Edwardsville 1991 — 1995
Bachelor of Science in Business Administration, Managemnet Infromation System
Scottrade May 2014 - Present
Scottrade August 2012 - May 2014
Southern Illinois University Edwardsville September 2012 - December 2012
Jersey Community Hospital September 2008 - October 2012
Skills
Python, Java, C++, Objective-C, Microsoft SQL Server, PostgreSQL, PowerPoint, OS X, SQL, Web Development, Linux, CSS, HTML, JavaScript
Education
Southern Illinois University, Edwardsville 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Scottrade August 2013 - Present
Scottrade June 2010 - Present
Pi Beta Phi Fraternity August 2009 - November 2009
Specialty Printing Inc. May 2007 - August 2007
Skills
Adobe Creative Suite, Adobe Acrobat, Mac, Illustrator, Graphic Design, InDesign, Illustration, Photoshop, Web Design, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, HTML, Photography, Graphics, WordPress, User Interface Design, Layout
Education
University of Missouri-Saint Louis 2006 — 2008
Bachelor of Fine Arts, Graphic Design
St. Louis Community College 2004 — 2006
Associate in Fine Arts, Graphic Communication
Southeast Missouri State University 2002 — 2004
Biomedical Sciences
CSC April 2011 - Present
Scottrade June 2010 - April 2011
Wachovia October 2007 - June 2009
A.G. Edwards 2005 - October 2007
A.G. Edwards 2003 - 2005
A.G. Edwards 1999 - 2003
TriCor 1996 - 1998
Emerson Electric Co. 1991 - 1995
Emerson Electric Co. 1991 - 1995
Skills
Servers, Enterprise Architecture, Disaster Recovery, ITIL, Integration, System Administration, Agile Methodologies, Solution Architecture, Unix, Enterprise Software, Solaris, Project Management, Software Documentation, Storage, SDLC, Infrastructure, Data Center
Education
Southern Illinois University, Edwardsville 1980 — 1984
Bachelor of Science
VMware vSphere 4: Install, Configure, Manage
EMC Clariion Performance Workshop
EMC DiskXtender for Windows
EMC Proven Professional Certification
Assoc. - Information Storage and Management
EMC Storage Technology Foundations
EMC Symmetrix Performance Workshop
Implementing Cisco Storage Networking Solutions
EMC Centerra CAS Management
Oracle Workshop
Scottrade August 2014 - Present
First Community Credit Union March 2013 - August 2014
First Community Credit Union July 2012 - March 2013
first community credit union March 2010 - July 2012
Skills
Credit Unions, Commercial Banking, Cross Selling, Mortgage Lending, Consumer Lending, Customer Satisfaction, Commercial Lending, Customer Service, Sales, Lines Of Credit, Loan Origination, Credit, Loans, Banking, Finance, Leadership, PowerPoint, Refinance, Retail Banking, Microsoft Office
Education
Southeast Missouri State University 2002 — 2008
Bachelors degree, History
Scottrade June 2015 - Present
Scottrade April 2014 - June 2015
Scottrade August 2013 - April 2014
Berland Imaging & MRI April 2011 - April 2014
Patients First Healthcare January 2010 - April 2011
Missouri Baptist Medical Center March 2007 - September 2009
US Army 2005 - 2006
Skills
Information Security, Enterprise Security, Third Party Security..., IT Security Assessments, Security, Risk Management, Risk Assessment, Project Management, Microsoft Project, Microsoft Excel, Scrum, Agile & Waterfall..., Microsoft Office, Agile Methodologies, SDLC, Multi Tasking, Customer Service, Healthcare Management, Computed Tomography, PACS, Troubleshooting, Highly detail oriented, Communication, Healthcare Information..., Linux System...
Education
Western Governors University 2013 — 2015
Bachelor of Science (BS), Information Technology
Sanford-Brown College 2007 — 2009
A.A.S., Radiography
Southeast Missouri State University 2003 — 2005
Boeing March 2013 - Present
Boeing October 2010 - March 2013
Scottrade May 2010 - October 2010
Skills
Business Analysis, Financial Analysis, Accounting, Accounts Receivable, Corporate Finance, Budgets, PeopleSoft, PowerPoint, Microsoft Excel, Microsoft Word, EAS, Outlook, Analysis
Education
Webster University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Southeast Missouri State University 2007 — 2010
Bachelor of Science (BS), Accounting
Scottrade Group ManagerWells Fargo AdvisorsJanuary 2007 - January 2013
A.G. Edwards (Wachovia Securities) January 1989 - January 2007
Skills
Leadership, Risk Mitigation, Process Improvement, Quality Control, Legal / Compliance, Change Leadership, Brokerage Operations, Change Management, Strategic Planning, Analysis, Brokers, Operations Management, Business Process
Education
Southern Illinois University, Edwardsville 1978 — 1980
Bachelor of Science (BS), Business Managment
Scottrade 2013 - Present
Boy Scouts of America - Troop 366 1986 - Present
Fidelity Investments 2012 - 2013
Denton Bible Church 2011 - 2013
BB&T 2011 - 2011
The Botsford Group 2010 - 2010
First Dallas Financial Group, Inc. 2009 - 2010
Charles Schwab 2007 - 2009
Bank of America 2006 - 2007
Sally Beauty Company, Inc 2005 - 2006
Skills
Asset Allocation, Financial Planning, Investment Strategies, Wealth Management, Series 7, Investments, Retirement, 401k, Retirement Planning, Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Securities, Equities, Risk Management, Financial Analysis, Series 63, Financial Modeling, Annuities, Alternative Investments, Insurance Planning, Bonds, Insurance, Estate Planning, Financial Advisory, ETFs, Wealth, Long Term Care, Wealth Accumulation, Financial Markets, Stocks, IRA's, Strategic Financial..., Wealth Management..., High Net Worth..., Fixed Annuities, Finance, Financial Services, IRAs, Life Insurance, Investment Management, FINRA, Financial Planners, Leadership, Relationship Management, Personal Financial..., Options, CRM
Education
Southern Arkansas University
Master of Business Administration (M.B.A.)
Southern Arkansas University
Bachelor's Degree, Finance
Texas A&M University
Virool October 2014 - Present
Virool April 2014 - October 2014
Discovery Digital Networks June 2012 - April 2014
iTouchless Housewares & Products July 2011 - June 2012
Jackson Family Wines September 2010 - November 2010
Scottrade April 2009 - August 2010
Wine Competition Management LLC. November 2009 - March 2010
Skills
Social Media, Public Relations, Marketing, Social Networking, Sales, Customer Service, Training, Press Releases, Advertising, Facebook, Marketing Strategy, Leadership, Marketing Communications, Management, Time Management, Team Leadership, Teamwork, Outlook, Excel, Word, Negotiation, Marketing Research, Microsoft Word, Microsoft Excel, Start-ups, PowerPoint, Microsoft Office, Public Speaking, Team Building, Yelp, Eudora, Building Relationships, Learning, Teaching, Cost Analysis, Budgeting, Adtech, RFP
Education
Sonoma State University
Bachelor's Degree, Finance, Wine Strategy, Philosophy of Technology
Scottrade July 2011 - Present
TALX - Provider of EQUIFAX WORKFORCE SOLUTIONS April 2010 - July 2011
Aclara Power-Line Systems Inc. February 2003 - October 2009
Abiliti Solutions June 1999 - October 2002
Spirolox - Division of Kaydon March 1997 - May 1999
Allied Healthcare Products, Inc. February 1997 - April 1997
SmithKline Beecham 1995 - 1997
Survival Technology, Inc. 1994 - 1995
Diagraph 1990 - 1994
Skills
Software Documentation, Process Improvement, Auditing, SDLC, Software Quality..., Testing, Quality Assurance, Test Planning, Agile Methodologies, Requirements Analysis, User Acceptance Testing, System Testing, SQL, Quality Center, Security, Test Automation, Manual Testing, Analysis, Troubleshooting, Test Management, Project Planning, Integration, VBScript, Regression Testing, XML, Defect Tracking, QTP, Microsoft SQL Server, Test Cases, Visual Basic, Databases, Web Applications, Visio, SharePoint, TFS, Unix, Software Project..., Scrum, Visual Studio, Requirements Gathering, Waterfall, JavaScript, Web Services, Software Development, Agile Project Management, .NET, PL/SQL, SOA, C#, Oracle
Education
Webster University 1997 — 1999
Master of Arts, Computer Resources & Information Management
University of Missouri-Saint Louis 1999 — 2000
Chancellor's Certificate, Web Page Design
St. Louis Community College 1996 — 1998
Associate of Applied Science in Quality Control Technology, Quality Assurance
St. Louis Community College 1997 — 1997
Certificate in Quality Management, Quality Management
University of Missouri-Saint Louis 1992 — 1996
Chancellor's Certificate, Computer Studies
Southeast Missouri State University 1985 — 1989
Bachelor of Science in Industrial Technology, Electronics
Scottrade June 2012 - Present
Scottrade October 2010 - June 2012
Anheuser-Busch Companies, Inc. January 2010 - September 2010
Anheuser-Busch Companies, Inc. July 2003 - December 2009
Monsanto May 2003 - July 2003
Purina Mills, LLC January 2000 - May 2003
Purina Mills, LLC October 1992 - January 2000
Skills
Microsoft Excel, SharePoint, Active Directory, Visio, Troubleshooting, Windows Server, Process Improvement, Software Documentation, Windows XP Pro, Windows 7, Customer Service, Microsoft Word, PowerPoint, Technical Writing, Microsoft Exchange, System Administration, Servers, Operating Systems, SCCM, Testing, Technical Support, Citrix, Vendor Management, Security, XP, System Deployment, DNS, Computer Hardware, Group Policy, VMware ESX, IIS, Windows XP
Education
Southern Illinois University, Edwardsville 1988 — 1990
Bachelor of Science in Engineering, Industrial Engineering
St. Louis Community College 1984 — 1988
Associate In Arts, Engineering Science
St. Louis Community College 1984 — 1988
Associate In Arts, Computer Science
BJC HealthCare October 2013 - Present
Scottrade May 2012 - October 2013
Research In Motion January 2008 - July 2011
BJC HealthCare June 2000 - January 2008
US Navy August 1983 - July 1993
Education
Granite City High School - South 1976 — 1979
Southern Illinois University, Edwardsville
Merrill Lynch July 2015 - Present
Scottrade August 2006 - July 2015
E-Classified Conglomerate August 1999 - March 2004
JAE LEE TAEKWONDO January 1997 - June 1999
Skills
Series 63, Series 7, Investments, Sales, Financial Analysis, Finance, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Sales Management, Customer Service, Microsoft Office, Asset Management, Credit, FINRA
Education
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Santa Monica College 2002 — 2005
AA, Liberal Arts
Scottrade November 2014 - Present
Royal Caribbean Cruises, Ltd. August 2012 - November 2014
New York Life Insurance Company August 2011 - May 2012
University of Oregon September 2007 - August 2011
Bankers Life and Casualty June 2006 - May 2007
American Express Financial Advisors May 2000 - November 2005
Catholic Community Services of Lane County September 1999 - May 2000
Bonner and Associates January 1999 - July 1999
Skills
Policy, Investments, Economic Development, Fixed Annuities, Project Planning, Insurance, Public Speaking, Research, Finance, Financial Services, Long-term Care, Seminar Marketing, Writing, History, Analysis, Customer Service, Microsoft Office, Sales, Leadership, Life Insurance, Social Media, Financial Planning, Team Building, Social Networking
Education
School of Oriental and African Studies, U. of London 2003 — 2005
Public Policy and Management
University of Oregon 1989 — 2003
B.A., History, Political Science
Willamette University College of Law 1994 — 1995
Law
Scottrade April 2014 - Present
Scottrade.Inc November 2011 - Present
Scottrade - Dell Contract Work March 2009 - November 2010
IBM Contract March 2009 - March 2009
Scottrade January 2009 - February 2009
Dell 2008 - 2008
Skills
Virtualization, Active Directory, Dell PowerEdge Servers, Disaster Recovery, Microsoft Cluster, Cluster Management, Networking, Network Security, vSphere, Group Policy, Windows Server 2003 &..., Altiris Deployment..., WSUS, Servers, Hardware, VMware ESX, Infrastructure, Altiris, DHCP, System Administration, Dell Computers, Data Center, DNS, TCP/IP, Software Installation, Integration, Microsoft Exchange, Windows 7, Microsoft Technologies, SharePoint, WAN, A Certified, System Deployment, Enterprise Architecture, Windows, IIS, Server Administration, 2008 R2, Microsoft SQL Server, Server Architecture, Vendor Management, Databases, VMware, Windows Server, Switches, SAN, Information Security, VPN, SQL, Software Documentation
Education
DeVry University Phoenix 2008 — 2015
Computer Information Systems, Database Management, Security, Systems Analyst
Scottsdale Community College 1998 — 2003
Web page Developement, IT Security, Cisco Interconnecting Devices
Jani King March 2014 - Present
Katich Construction April 2008 - Present
American Equity Mortgage November 2013 - March 2014
Reliance First Capital November 2012 - November 2013
South University June 2010 - February 2012
Kittanning Area YMCA May 2009 - June 2010
Scottrade October 2006 - April 2008
Charles Schwab October 2006 - June 2007
Skills
Program Development, Sales, Sales Management, Entrepreneurship, Strategic Financial..., Admissions Counseling, Recruiting, Cold Calling, Face to Face Selling, Customer Service, Management, Leadership, Team Building, Customer Retention, Strategic Planning, Finance, Strategy, Mortgage Lending, Loans, Analysis, Coaching, Residential Mortgages, Refinance, Investments, Sales Process, Negotiation, Financial Services, Contract Negotiation, Banking, Microsoft Office, Marketing Strategy
Education
2009Slippery Rock UniversitySlippery 2001 — 2006
B.S, Resort and Recreation/Tourism Management
Slippery Rock University of Pennsylvania 2001 — 2006
Bachelor's degree, Resort Management
Scottrade July 2014 - May 2015
Rotolos, LLC August 2011 - October 2012
Papa John's (GB) Ltd September 2009 - April 2011
Skills
Financial Analysis, German to English, Customer Service, Customer Experience, Financial Accounting
Education
Southeastern Louisiana University 2008 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Costco Wholesale September 2015 - Present
Costco Wholesale November 2014 - August 2015
Nimbus Deliveries January 2014 - February 2015
Costco Wholesale September 2013 - January 2014
Scottrade August 2011 - April 2013
Bellevue College October 2008 - June 2010
What The Pho September 2009 - April 2010
Family Fun Center December 2007 - June 2008
Skills
Financial Analysis, Interest Rate Risk..., Alternative Investments, Investments, Cost Of Capital, MS Excel Pivot Tables, Financial Modeling, Management, Corporate Finance, Access, Microsoft Excel, CRM, Time Management, Leadership, Finance, Accounting
Education
Seattle University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance Major
Adobe July 2015 - Present
Adobe April 2015 - July 2015
Adobe January 2013 - April 2015
Scottrade October 2011 - December 2012
Betacrat August 2010 - 2012
Zeis Group, Inc. June 2011 - October 2011
Zeis Group, Inc. January 2011 - June 2011
Juggle March 2009 - June 2010
Juggle May 2008 - March 2009
The Foxfire Agency June 2006 - June 2008
Skills
A/B testing, Conversion Optimization, Digital Marketing, Web Analytics, Digital Strategy, Lead Generation, Online Advertising, Google Analytics, Social Media, Strategy, PPC, Omniture, Marketing, Advertising, HTML, CSS, Keynote, Copywriting, User Experience, Google Adwords, Social Networking, Interactive Marketing, SiteCatalyst, Facebook, Email Marketing, Internet, Adobe Insight, SEO
Education
Washington University in St. Louis 2015 — 2017
Master's Degree, Information Management
University of Illinois at Urbana-Champaign 2005 — 2008
Bachelor of Arts, Political science and communication
Southern Illinois University, Edwardsville 2003 — 2005
Computer science, political science
Make Green Go Green February 2014 - Present
Scottrade February 2007 - February 2014
Edward Jones August 2001 - September 2006
First American Discount Corp. June 1998 - August 2001
Skills
Mutual Funds, Portfolio Management, Series 7, Investments, Series 63, Retail Banking, Financial Analysis, Securities, Finance, Equities, Wealth Management, Analysis, Small Business, Leadership, IRAs, Customer Service, Entrepreneurship, Sales, Public Speaking, Strategic Planning, Team Building, Microsoft Office, Management, Marketing
Education
Seton Hall University 1987 — 1991
Bachelor of Science (BS), Accounting
Scottrade Branch ManagerScottradeMay 2015 - Present
Education
Southern Illinois University, Carbondale 2002 — 2005
Finance, General
Benoist Brothers Supply Company January 2012 - Present
Ronald McDonald House St. Louis 2008 - Present
Scottrade June 2009 - January 2012
AT&T December 1999 - June 2009
Skills
Enterprise Software, Software Development, Leadership, Java, Account Management, Customer Service, Strategic Planning, Process Improvement, SDLC, Integration, Vendor Management, Business Analysis, Program Management, Project Management, Team Leadership, Critical Thinking, Visio, SQL, Telecommunications, Disaster Recovery, Logistics
Education
Southeast Missouri State University
Bachelor of Science, Applied Computer Science
Centric Group, LLC October 2013 - Present
Corizon Health August 2013 - October 2013
Harrislogic November 2012 - August 2013
Harrislogic August 2011 - November 2012
Scottrade January 2011 - August 2011
Scottrade March 2010 - January 2011
Scottrade June 2008 - March 2010
Computer 21 April 2007 - June 2008
Skills
VMware, NetApp, Equallogic, Storage Area Networks, Backup Solutions, Veeam, Windows Server, Patch Management, Active Directory, System Administration, ITIL, Cisco UCS, Group Policy, Powershell, WSUS, Storage Management, Tape Libraries, Inventory Management, Backup Exec, SCCM, Windows, Data Center, SAN, Storage, Servers, VMware ESX, Disaster Recovery
Education
Southeast Missouri State University 2001 — 2008
BS
Macquarie Group January 2015 - Present
Wells Fargo Capital Finance October 2013 - January 2015
Pensacola Ice Flyers/GKS Tychy March 2013 - August 2013
FactSet Research Systems July 2012 - March 2013
The Ayco Company, L.P. September 2011 - April 2012
Skidmore Saratoga Entrepreneurial Partnership January 2011 - April 2012
Scottrade June 2010 - May 2011
Wells Fargo Advisors January 2010 - June 2010
Skills
CRM, Market Data, Financial Data, Microsoft Excel, PowerPoint, Financial Databases, Software Consulting, Credit Analysis, Financial Analysis, Asset Based Lending, Social Media, Economics
Education
Skidmore College 2008 — 2012
BA, Economics/Business Management, 3.73
Northfield Mount Hermon School 2004 — 2006
HS Diploma, High School
Cathedral High School 2001 — 2004
PNC January 2015 - Present
Regions Financial Corporation April 2014 - January 2015
Verizon October 2012 - April 2014
AT&T February 2011 - April 2012
Scottrade October 2009 - December 2010
Monsanto May 2009 - August 2009
Skills
New Business Development, Marketing Strategy, Sales Operations, Applicant Tracking..., Onboarding, PeopleSoft, Cold Calling, Talent Acquisition, Recruiting, Employee Relations, Human Resources, Talent Management, Training, Performance Management, College Recruiting, B2B, Microsoft Office, Account Management, Customer Service, Sales, Customer Retention, Direct Sales
Education
Webster University 2008 — 2010
Master of Arts (MA), Business Management & Leadership
Southeast Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Corporate Communication
Monsanto Company June 2014 - Present
Monsanto October 2013 - June 2014
Monsanto November 2012 - October 2013
Scottrade April 2012 - November 2012
Scottrade March 2011 - April 2012
Scottrade December 2008 - March 2011
Southeast Missouri State University August 2007 - December 2008
Scottrade May 2008 - August 2008
Skills
CSS, HTML5, jQuery, JavaScript, SharePoint, Web Application..., ASP.NET, Windows Server, Windows 7, Help Desk Support, Active Directory, XP, Computer Hardware, Troubleshooting, Visio, DNS, Operating Systems, Windows, VBScript, DHCP, TCP/IP, VPN, System Administration, Disaster Recovery, VMware, Citrix, Testing, SQL, Software Documentation, Group Policy, Microsoft SQL Server, BMC Remedy, IIS
Education
Southeast Missouri State University 2006 — 2010
BS, Networking and Telecommunication s
Affton high School
Edward Jones September 2015 - Present
Edward Jones June 2015 - August 2015
Scottrade October 2014 - May 2015
Stratus Dental Group June 2014 - September 2014
Seattle Pacific University March 2014 - June 2014
Seattle Pacific University February 2014 - June 2014
FedEx July 2012 - September 2013
Skills
Financial Planning, Client Development, Client Relations, Microsoft Excel, Microsoft Visio, Operations Management, Operational Strategy, Microsoft Project, Microsoft Word, Microsoft Access, Microsoft Expression, Portfolio Management, Workflow Management, Microsoft Office, Research, Highly motivated..., Critical Thinking, Teaching, Business Development, Leadership, Data Analysis, Social Media, Microsoft, Microsoft Outlook, Standard Operating..., Analysis, Budgets
Education
Seattle Pacific University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Scottrade August 2014 - Present
TD Ameritrade 2012 - 2014
TD Ameritrade 2011 - 2012
TD Ameritrade 2010 - 2011
TD Ameritrade 2009 - 2010
TD Ameritrade Institutional 2007 - 2009
Skills
FINRA 7, 63, & 66..., Business Development, Series 7, Strategic Financial..., Mutual Funds, Series 63, Financial Services, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, FINRA, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Equities, Securities, Options, Financial Planning
Education
Southern Illinois University, Carbondale
Scottrade July 2015 - Present
Seton Hall University September 2013 - May 2015
Napier Park Global Capital September 2013 - May 2014
Horner & Shifrin Inc June 2013 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Access, Public Speaking, Teamwork, Time Management, Social Media, Research, Leadership, Event Planning, Management, Analysis, Customer Service, Fundraising
Education
Seton Hall University 2011 — 2015
Bachelor’s Degree, Mathematical Finance, 3.71
Scottrade September 2014 - Present
Jamba Juice August 2012 - September 2014
Cha-Am June 2013 - August 2013
Skills
Customer Service, Food Service, Cash Handling Experience, Cash Register, Cashiering, Microsoft Office, Public Speaking, Time Management, Teamwork, Telephone Skills, Data Entry, Restaurants, Phone Etiquette, Inventory Management, Social Media, Event Planning, Customer Satisfaction, PowerPoint, Microsoft Word, Microsoft Excel, Retail, Food Preparation
Education
St. Patrick - St. Vincent High School 2008 — 2012
High School Diploma
San Jose State University 2012 — 2016
Finance, General, Junior
Solano Community College 2013 — 2013
Scottrade March 2013 - Present
TCF Equipment Finance (TCFEF) January 2009 - March 2013
Banco Popular de Puerto Rico January 2004 - January 2009
HBE Corporation / Adam's Mark Hotels & Resorts August 2001 - December 2004
St. Louis Community College November 2000 - July 2001
INDOX Services December 1995 - September 2000
Nordyne January 1991 - October 1995
Boeing July 1990 - January 1991
Boeing February 1988 - June 1990
Gannett May 1988 - July 1989
Skills
New Business Development, Marketing Strategy, Strategic Planning, Microsoft Office, Marketing, Team Building, Customer Service, Microsoft Excel, Business Development, Salesforce.com, Advertising, PowerPoint, Trade Shows, Collateral, Brand Development, Budgets, Digital Marketing, Creative Direction, Finance, Leadership, Online Marketing, Account Management, CRM, Marketing Communications, Relationship Management, Sales Management, Training
Education
Washington University in St. Louis 1991 — 1993
Bachelor of Science, Journalism, Emphasis: Graphic Communications
Southeast Missouri State University 1980 — 1985
Bachelor of Science in Business Administration (BSBA), Marketing Management
Southeast Missouri State University 1980 — 1985
Bachelor of Science, Communications, Emphasis: Advertising
Scottrade December 2014 - Present
Rawlings Sporting Goods May 2013 - November 2014
SRA International June 2009 - April 2013
Corizon October 2011 - June 2012
Global Image February 2007 - June 2009
Bull Moose Tube February 2002 - February 2007
Jackson Products, Inc January 2001 - February 2002
ClearPages.com January 2000 - January 2001
Skills
Business Intelligence, Data Warehousing, Data Warehouse..., Data Integration, Microsoft SQL Server, Cognos, SSIS, Microstrategy, Teradata, Project Management, Data Modeling, ETL, Decision Support Systems, Technical Leadership, Master Data Management, Data Governance, Reporting & Analysis, Business Intelligence..., Business Process..., Data Mining, Databases, Leadership, Informatics, Technical Analysis, Process Improvement, Business Objects, Analysis Services, Hadoop, Hive, Enterprise Software, IT Management, Vendor Management, Integration, Disaster Recovery, Business Analysis, DTS, Business Process..., Market Research, Management, Team Management, Data Science, Database Scripting, SQL, Requirements Analysis, Program Management
Education
University of Phoenix 2002 — 2005
MBA, E-business
Southeast Missouri State University 1995 — 1999
BS, Psychology/Criminal Justice
Scottrade December 2014 - Present
Sigma-Aldrich May 2014 - December 2014
EY July 2012 - May 2014
Harrison College of Business August 2010 - May 2012
RubinBrown LLP May 2011 - September 2011
Tri-State Water, Power, and Air March 2011 - May 2011
Skills
Tax Preparation, Data Analysis, Auditing, GAAP, Corporate Tax, Access, Accounting, Microsoft Office, Customer Service, Nonprofits, Teamwork, Financial Reporting, Microsoft Excel, PowerPoint, Tax, Peachtree, Financial Analysis, Financial Accounting, Microsoft Word, Outlook, Internal Controls, Research, QuickBooks, Financial Statements, Payroll, Accounts Payable, Account Reconciliation, Accounts Receivable, Internal Audit
Education
Southeast Missouri State University 2008 — 2012
Bachelor of Science in Business Administration- AACSB Accredited, Accounting
Post Holdings April 2014 - Present
Scottrade June 2008 - April 2014
Enterprise Rent-A-Car October 2001 - May 2008
Skills
Talent Management, Public Speaking, Onboarding, Human Resources, Employee Relations, Recruiting, Performance Management, HRIS, Interviews, Applicant Tracking..., Employee Benefits, Talent Acquisition, PeopleSoft
Education
Southern Illinois University, Edwardsville 1998 — 2000
Bachelor of Science, Psychology
Southwestern Illinois College 1996 — 1998
Opera Mediaworks June 2014 - Present
Saama Technologies April 2013 - June 2014
Jobspring Partners November 2012 - March 2013
Scottrade May 2011 - June 2012
Alpha Kappa Psi Consulting Committee January 2011 - January 2012
Rafter, Inc. August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Recruiting, Economics, Investments, Social Media, Microsoft Word, Sales, Analysis, Competitive Analysis, Account Management, Business Strategy, Analytics
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.S.), Economics
Loyola High School 2004 — 2008
Savannah State University (SSU) January 2009 - December 2013
Enterprise Holdings May 2013 - August 2013
Scottrade January 2012 - December 2012
Skills
Management, Customer Service, Account Management, Leadership, Sales Operations, Marketing, Sales Management, Selling, Research, New Business Development, Financial Services
Education
Savannah State University
Bachelor of Business Administration, Business Marketing
Scottrade January 2013 - Present
Scottrade August 2011 - December 2012
Renaissance Financial January 2007 - August 2011
Sandberg Phoenix & von Gontard P.C. August 2004 - December 2006
Skills
Public Speaking, Investments, Research, Financial Services, Negotiation, Strategic Planning, Small Business, Equities, Corporate Law, Banking, Analysis
Education
Washington University in St. Louis School of Law 2001 — 2004
Juris Doctor
Southeast Missouri State University 1997 — 2001
B.S, Psychology and Communication Disorders
Sikeston Senior High School
Boeing June 2015 - Present
Boeing Commercial Airplanes June 2012 - May 2015
Boeing Commercial Airplanes February 2011 - May 2012
Scottrade August 2009 - January 2011
Washington Mutual, Inc. May 2008 - October 2008
Skills
Marketing, Leadership, Customer Service, Loans, Financial Analysis, Finance, Management, Team Building, Process Improvement, Sales, Microsoft Office, Project Management, Budgets, Forecasting, Analysis, CRM, Financial Modeling, Strategic Planning, Microsoft Excel, Employee Benefits, Program Management, PowerPoint, Microsoft Word, Access, Data Analysis
Education
Seattle Pacific University - School of Business and Economics
Bachelor of Arts, Economics
Gainsight February 2014 - Present
Google July 2012 - August 2013
Wildfire Interactive, Inc. October 2011 - May 2012
Scottrade March 2010 - July 2011
Nordstrom July 2009 - December 2009
Starbucks Coffee Company June 2005 - June 2006
Skills
Facebook, Salesforce.com, Social Media Marketing, Social Media, Social Networking, Marketing, Sales
Education
Santa Clara University 2007 — 2011
Business, Marketing Degree with an emphasis in Business and Technology
Bellevue High School 2003 — 2007
High School Diploma, English, Chemistry, Economics, Japanese, Physics, Ceramics, Pre-Calculus, Calculus.
First Bank December 2008 - Present
Scottrade September 2004 - November 2008
University of Missouri - St. Louis March 2004 - September 2006
SBC January 2000 - May 2004
Education
Southeast Missouri State University
Scottrade, Inc December 2005 - June 2015
Scottrade January 1998 - December 2005
Group Health Plan June 1997 - January 1998
PC Quote, Inc 1995 - 1997
Bridge Information Systems 1988 - 1995
Skills
Vendor Management, FINRA, Market Data, Equity Trading, Electronic Trading, Options, Risk Management, Business Analysis, Data Center, Quality Assurance, Management, Securities, SDLC, Process Improvement, Equities, FX Options, Business Continuity, Analysis, Trading Systems, Salesforce.com, SaaS, Commodity, Fixed Income, Security, Leadership, Portfolio Management, Financial Markets, IT Strategy, Information Security, Financial Services, Enterprise Architecture, Cross-functional Team..., ETFs, Investments, Derivatives, Disaster Recovery, Bonds, Equity Derivatives, Trading, CRM, Outsourcing, Mutual Funds, Back Office, Series 24, Project Management, Stocks, Relationship Management, Bloomberg, PMO
Education
Southeast Missouri State University 1984 — 1986
McKesson March 2014 - Present
KPMG June 2008 - March 2014
KPMG June 2007 - September 2007
Scottrade January 2006 - December 2006
Microsoft June 2004 - September 2004
Hebert Research June 2003 - February 2004
Skills
Market Research, US GAAP, Accounting, Financial Analysis, Financial Data, Mergers, Reverse Mergers, Project Execution, Offshore Project..., Integrations, Restructuring, Private Equity, Finance Consulting, Financial Due Diligence, Proposal Preparation, Proposal Coordination, Retail, Due Diligence, Project Management, Mergers & Acquisitions, Acquisitions, Internal Audit, Analysis, Investments, Acquisition Integration, Pizza
Education
Santa Clara University - Leavey School of Business 2004 — 2008
B.S.C, Finance, Accounting, Italian
CitiMortgage September 2000 - Present
Scottrade January 1999 - September 1999
Education
University of Missouri-Saint Louis 2002 — 2004
MBA, Business - Finance
Southeast Missouri State University 1995 — 1998
Self-Employed April 2014 - Present
Scottrade February 2008 - March 2014
Skills
Self-publishing, Writing, Series 63, Equity Trading, Series 7, Investments, Equities, Options, Securities, Fixed Income, Trading, Mutual Funds, Financial Markets, Bonds
Education
Seattle Central Community College
Associate's Degree, General Studies, 3.79 GPA
Scottrade May 2015 - Present
Magellan Health Services December 2009 - June 2012
Edward Jones Investments 2006 - 2010
Southern Illinois University Edwardsville August 2004 - January 2006
Homrighous Consulting January 2004 - August 2004
Illinois State Geological Survey September 2001 - January 2003
Skills
SDLC
Education
Southern Illinois University, Edwardsville 2008 — 2012
MBA, MBA- Specialization in Project Mgmt.
Southern Illinois University, Edwardsville 2003 — 2005
M.S. CMIS
Scottrade December 2014 - Present
Scottrade May 2012 - December 2014
City of Saint Charles Missouri March 2009 - May 2012
Pearl Computer August 2007 - February 2009
Boy Scouts of America June 1999 - July 2001
Skills
Troubleshooting, Microsoft Office, Microsoft Excel, Cisco Technologies, Customer Service, SQL, PowerPoint, Virtualization, Windows Server, Active Directory, HTML, Microsoft Word, Windows, System Administration, Windows 7, Software Documentation, IT Hardware Support, Technical Support, Network Security, Networking, Network Administration, VMware vSphere, Hyper-V
Education
Webster University 2014 — 2017
Master of Business Administration (MBA)
Southeast Missouri State University - Harrison College of Business 2002 — 2007
BS, Management Information Systems
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Scottrade November 2010 - Present
Scottrade February 2005 - November 2010
Scottrade January 2004 - February 2005
American Express Financial Advisors August 2001 - December 2002
Skills
FINRA, Strategic Planning, Business Strategy, Problem Solving, IT Strategy, Organizational Structure, Organizational..., Organizational..., Business Intelligence, Business Process..., Strategy, Investments, Program Management, Analytics, Risk Management, Product Management, Management, Asset Management, Wealth Management, Financial Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Analysis, Brokerage, Securities, Financial Services, Equities, Banking
Education
Southern Illinois University, Carbondale 1996 — 2001
Bachelor of Science (BS), Finance, General
Scottrade October 2014 - Present
Scottrade February 2013 - October 2014
Scottrade December 2009 - February 2013
GMAC Insurance November 2000 - October 2008
Commerce Bank May 2000 - November 2000
Health Partners of the Midwest November 1999 - May 2000
Mercantile Bank July 1994 - November 1999
Blue Cross Blue Shield of Missouri August 1985 - July 1994
Skills
SQL, SDLC, Integration, ETL, Data Modeling, Master Data Management, Microsoft SQL Server, Requirements Gathering, Data Analysis, Process Improvement, Siebel, Visio, Management, Business Intelligence, Financial Analysis, Oracle, Databases, Business Analysis, Leadership, Data Governance, Data Warehousing, Customer Service, SSIS, Requirements Analysis
Education
Southeast Missouri State University
BSBA, Accounting, Management
Enterprise Holdings February 2014 - Present
Scottrade August 2013 - February 2014
Barling Bay August 2012 - August 2013
Elucidate Inc December 2011 - December 2012
Elucidate Solutions July 2011 - December 2011
Digital Sports Video, Inc December 2005 - July 2011
Chicago Board of Trade May 2004 - December 2005
Skills
Active DoD Secret..., Git, Eclipse, ESRI ArcGIS, Android Development, Java, Agile Scrum, Android, Scrum, MySQL, Web Services, Oracle, ArcGIS
Education
Southern Illinois University, Carbondale 2000 — 2003
B.S, Computer Science
Scottrade July 2014 - Present
Scottrade February 2013 - July 2014
Scottrade April 2007 - February 2013
TG Missouri 2004 - 2007
Kelly Services 2003 - 2004
Cracker Barrel 1997 - 2003
Skills
Series 7, Employee Relations, Onboarding, Human Resources, College Recruiting, HR Policies, Recruiting, HRIS, Applicant Tracking..., New Hire Orientations, Performance Management, Employee Benefits, FMLA, FLSA, Talent Management, Employment Law, Employee Engagement, Workforce Planning, Conflict Resolution, Training, Employee Training, Succession Planning, Resume Writing, Performance Appraisal, Interviews
Education
Southeast Missouri State University 1998 — 2003
Bachelor of Science (BS), Business Administration - Human Resources
Southeast Missouri State University - Harrison College of Business 1998 — 2002
Scottrade August 2014 - Present
Scottrade March 2013 - August 2014
Nestlé February 2011 - March 2013
Boeing April 2010 - February 2011
Boeing March 2009 - April 2010
Southern Illinois University Edwardsville May 2008 - March 2009
Southern Illinois University Edwardsville January 2008 - May 2008
Anheuser-Busch, Inc May 2007 - August 2007
Skills
Accounting, Auditing, Financial Reporting, Internal Audit, Financial Analysis, SAP, Cost Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Microsoft Excel, Budgets, Risk Management, Compliance, Accounts Receivable, Risk Assessment, Manufacturing Cost, Manufacturing Operations
Education
Southern Illinois University, Edwardsville 2008 — 2009
MBA
Southern Illinois University, Edwardsville 2004 — 2008
B.S. Accountancy, Accounting
NCHS
NCHS
Washington University in St. Louis April 2015 - Present
Washington University in St. Louis June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - June 2010
Scottrade September 2009 - January 2010
Buckingham Asset Management June 2009 - September 2009
Bailey Southwell & Co. October 2008 - April 2009
Shanghai CFETS-ICAP International Money Broking Co., Ltd. April 2008 - May 2008
Siemens VDO Automotive China / Continental China September 2007 - March 2008
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Brokerage, Fixed Income, Credit, Investments, Bloomberg, Portfolio Management, Due Diligence, Strategic Financial..., Finance
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
Master, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Financial Engineering
Lending Club May 2015 - Present
Lending Club July 2014 - May 2015
Charles Schwab January 2013 - July 2014
Scottrade September 2010 - January 2013
Scottrade September 2007 - September 2010
Sonoma State University June 2006 - September 2007
Skills
Series 63, Equities, Wealth Management, Asset Allocation, Series 7, Mutual Funds, Investments, Finance, Portfolio Management, Salesforce.com, Marketing Strategy, Customer Service, Team Building
Education
Sonoma State University 2003 — 2007
B.S., Finance
Panera Bread June 2011 - Present
Scottrade August 2009 - June 2011
Anheuser-Busch January 2001 - August 2009
Scottrade 2009 - 2009
Anheuser-Busch (An-Bev??) 2001 - 2009
Meridian Enterprises 1996 - 2000
COBRO Corporation 1991 - 1996
Skills
Business Objects, Business Analysis, SDLC, Visio, Data Warehousing, ETL, Data Modeling, SQL, Database Design, Business Intelligence, Oracle, SharePoint, Microsoft SQL Server, SSIS, Visual Basic, Process Improvement, Enterprise Architecture, Unix, Requirements Analysis, Requirements Gathering, Databases, Salesforce.com, Agile Methodolgy, Atlassian JIRA, Disaster Recovery, PL/SQL, IIS, Access, IT Management, Integration, Systems Analysis, Data Analysis, Project Management, Software Documentation, Testing, Agile Methodologies
Education
Southern Illinois University, Edwardsville 1983 — 1991
BS, Mathematics
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 January 2014 - Present
Skills
Training, Software Documentation, Team Building, Business Process..., Business Analysis
Education
Southeast Missouri State University 1997 — 1999
Bachelor, Elementary Education
Windsor High School 1994 — 1995
High School Diploma
MasterCard September 2010 - Present
Scottrade March 2009 - September 2010
Monsanto October 2006 - March 2009
Enterprise Rent-A-Car June 2004 - October 2006
FBI and Illinois Police Dept July 2002 - December 2002
Skills
Spring, Hibernate, JUnit, JSP, Weblogic, Web Services, Java Enterprise Edition, XML, SQL, Struts, Maven, SOAP, Servlets, EJB, Oracle, ExtJS, JSF, Taylor MDA, Spring Framework, WebLogic
Education
Southern Illinois University, Edwardsville 2003 — 2004
Masters, ComputerScience
Southern Illinois University, Edwardsville 2000 — 2002
Masters, Computing and Information System
Scottrade October 2013 - Present
Bunge May 2011 - September 2013
Metal Exchange Corporation November 2004 - April 2011
Skills
Logistics, Supply Chain Management, SQL, Business Analysis, Siebel CRM, Linux, Software Documentation, Software Deployment, Agile Methodologies, Project Management, Microsoft Project, SDLC, Change Management, HTML, CSS, JavaScript, Java, Visio
Education
University of Missouri - St. Louis 2011 — 2013
MS, Information Systems
Southern Illinois University, Edwardsville 2002 — 2004
MBA
Southern Illinois University, Edwardsville 1998 — 2002
BA, Foreign Languages and Literature
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Scottrade June 2014 - Present
Charter Communications February 2012 - June 2014
Charter Communications April 2011 - February 2012
Kerber Eck and Braeckel December 2010 - April 2011
Southeast Missouri State University January 2009 - December 2010
The McGraw Hill Companies 2009 - 2010
MetLife May 2008 - August 2008
Harden Cummins Moss & Miller LLC January 2007 - April 2007
Six Flags May 2004 - October 2005
Missouri State Senate Campaign February 2005 - May 2005
Skills
Financial Planning, Fundraising, Spreadsheets, JD Edwards, Databases, Khalix, Microsoft Excel, Cetova, Account Reconciliation, Microsoft Word, Strategic Financial..., Financial Statements, Financial Accounting, Variance Analysis, Accounts Payable, Auditing, Analysis, Accounting, Invoicing, Forecasting, Finance
Education
Southeast Missouri State University 2009 — 2010
MA, Business - Accounting
Truman State University 2005 — 2008
BS, Accounting
Baker Hughes June 2014 - January 2015
Scottrade June 2009 - July 2012
Skills
Litigation, Microsoft Office, Financial Analysis, Microsoft Excel, Series 7, Westlaw, LexisNexis, Legal Research, Legal Writing, Public Speaking, Research, PowerPoint, Mediation, Legal Assistance, Microsoft Word, Courts, Corporate Law
Education
South Texas College of Law 2012 — 2015
Doctor of Law (JD)
University of Houston-Downtown
BBA, Finance
Canidium October 2014 - Present
MVP Health Care April 2012 - October 2014
MVP Health Care May 2010 - April 2012
Scottrade May 2009 - April 2010
University of Connecticut Health Center May 2006 - March 2010
Skills
Financial Reporting, Accounting, Financial Analysis, Access, Accounts Payable, Analysis, Cross Functional Team..., Financial Modeling, Process Improvement, Insurance, Software Documentation, Data Analysis, Auditing, Business Process..., Business Analysis, Finance, Health Insurance, Leadership, SDLC
Education
Union College 2011 — 2014
MBA, Finance
Skidmore College 2006 — 2010
BS, Mathematics, Business
Scottrade January 2013 - Present
Scottrade October 2012 - January 2013
Scottrade November 2011 - October 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Finance, Public Speaking, Customer Service, Research, Investments, Microsoft Word, Outlook, Economics, Financial Reporting, Critical Thinking, Sales, Social Networking, Training, Financial Accounting, English, Coaching, Teaching, Editing, Series 7, Financial Modeling, Facebook, Asset Management, Strategic Financial..., Portfolio Management, Business Strategy, Financial Statement..., Corporate Finance, Business Planning, Policy, Valuation, Series 63, Stockbroking, Securities, FINRA, Options, Equities, Financial Markets, IRAs, Stock Market
Education
Webster University 2009 — 2012
MS, Finance
Shenzhen University 2005 — 2009
BS, Economics emphasis Risk Management and Insurance
MasterCard May 2015 - Present
MasterCard March 2014 - April 2015
MasterCard March 2012 - February 2014
Southern Illinois University Edwardsville June 2011 - May 2012
Southern Illinois University Edwardsville March 2007 - May 2012
Scottrade November 2011 - March 2012
Southern Illinois University Edwardsville August 2009 - May 2011
KDHX Community Media May 2008 - August 2008
Best Buy May 2006 - March 2007
Skills
SQL, WebFOCUS, Data Warehousing, Java, Operating Systems, MS Project, Linux, Windows, Mac OS X, C++, Business Objects
Education
Southern Illinois University, Edwardsville 2010 — 2012
Master of Science, Computer Management Information Systems
Southern Illinois University, Edwardsville 2009 — 2011
Master of Music, Music Performance
Southern Illinois University, Edwardsville 2004 — 2009
Bachelor of Music, Double Major: Music Merchandising/Music Performance/Minor in Business Administration
Scottrade July 2009 - Present
TD Ameritrade December 2006 - July 2009
JP Morgan Chase January 2002 - March 2006
VALIC 2006 - 2006
Skills
Securities, Investments, Portfolio Management, Asset Allocation, Finance, Mutual Funds, Wealth Management, Series 63, FINRA, Series 7, Retirement Planning, ETFs, IRAs
Education
Southern Illinois University, Carbondale 1996 — 2001
BS, Finance
Scottrade July 2011 - Present
Skills
Continuous Improvement
Education
Webster University
Master of Business Administration (MBA)
Southeast Missouri State University 2001 — 2006
Christian Brothers College High School 1996 — 2000
Scottrade January 2011 - Present
Education
University of Phoenix-St Louis Campus 2010 — 2011
Master of Business Administration (M.B.A.)
Southeast Missouri State University 2003 — 2007
B.S. in Business Administration, Marketing Management
Scottrade October 2009 - Present
AXA Advisors March 2006 - October 2009
Education
Southern Illinois University, Edwardsville 2003 — 2006
B.S., Finance, Marketing
Ayco, a Goldman Sachs Company April 2015 - Present
Scottrade January 2002 - April 2015
TD Waterhouse January 1996 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Sales Management, Series 7, Series 63, Series 24
Education
SUNY Potsdam 1993 — 1995
Bachelor of Arts (B.A.), Economics
Schenectady County Community College 1991 — 1993
Associate's degree, Business Administration and Management, General
First Brokerage America Llc February 2014 - Present
Scottrade March 2011 - February 2014
Scottrade December 2009 - December 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Investments, Finance
Education
Southern Illinois University, Edwardsville 2007 — 2010
BS, Marketing, Psychology
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor's degree, Marketing
Scottrade January 2014 - Present
Charter Communications May 2012 - January 2014
Wells Fargo Advisors October 2008 - February 2012
Wachovia Securities March 2008 - October 2008
JW Terrill March 2007 - March 2008
Fleishman-Hillard September 2006 - December 2006
Arcturis May 2006 - August 2006
Skills
Onboarding, Benefits Administration, Applicant Tracking..., HRIS, Employee Engagement, New Hire Orientations, Resume Writing, Business Writing
Education
Webster University 2005 — 2007
Bachelor of Arts, Management with an emphasis in HR
Southern Illinois University, Carbondale 2002 — 2005
Healthcare Management
Washington University School of Medicine September 2013 - Present
Scottrade February 2013 - June 2013
Scottrade April 2008 - January 2013
Scottrade November 2005 - April 2008
Skills
Series 7, Series 63, Equities, Investments, Options, Securities, Mutual Funds, Portfolio Management, Trading, Fixed Income, Financial Markets, FINRA, Asset Allocation
Education
Washington University in St. Louis 2013 — 2015
Post-Baccalaureate Premedical Program
Southeast Missouri State University - Harrison College of Business 2000 — 2004
BS, Business Administration/Integrated Marketing Communications
Scottrade October 2013 - Present
Education
Sanford-Brown College 2004 — 2006
Associate's degree, Paralegal
Wells Fargo Advisors, LLC June 2012 - Present
Scottrade November 2006 - June 2012
Ameriprise Financial Services, Inc. October 2004 - November 2006
Skills
Social Media, Management, Microsoft Office, Finance, Team Management, Leadership, Training, Investments, Bass Fishing, Bowhunting, Compliance
Education
Southeast Missouri State University 1999 — 2004
Bachelor's degree, General Studies
Scottrade 2009 - Present
AXA Advisors 2008 - 2009
UPS 2004 - 2008
Skills
Series 7, Trading, Options, Banking, Fixed Income, Finance, Derivatives, Investment Strategies, Bonds, IRAs, Financial Advisory, Accounting, FINRA, Bloomberg Terminal, Equities, Investments, Mutual Funds, Securities, Microsoft Excel, Customer Service, Access, Series 63, Financial Analysis, ETFs, Equity Trading, Brokerage, Stock Market, Options Strategies
Education
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Business Administration and Management, General
Scottrade January 2004 - July 2012
Scottrade 2004 - 2012
Education
Skyline College
Associate of Arts (A.A.), Business/Commerce, General
Scottrade May 2009 - Present
Bancnorth Investment Group of TD Banknorth May 2008 - May 2009
Charles Schwab April 1997 - November 2007
The Family Investment Services Inc. 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Investments, Customer Service, Sales Management, Portfolio Management, Financial Services, Trade Compliance, Risk Management, Financial Analysis, Complaint Management, Finance, Banking, Credit, Loans, Regulatory Compliance, Series 7, Series 63, Series 65, Series 9, Series 10, Life Insurance, Variable Annuities, Fixed Annuities
Education
Siena College
Bachelor’s Degree, Finance, General