Scottrade Company
Industry: Banking company
DescriptionScottrade was a discount brokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Customer service: 00 1 314-543-6188 Headquarters: St. Louis, Missouri, United States Founder: Rodger O. Riney Founded: 1980, Scottsdale, Arizona, United States Parent organization: TD Ameritrade Subsidiary: FocusShares Trust
Scottrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scottrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,787 Scottrade employees in database. Find out everything there's to know about Scottrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scottrade Employees
Employee
Years
Job
Industry
Eric Holler Eric Holler's Scottrade Experience December 2011 - Present
Job Manager at Scottrade
Industry Financial Services
Experience
Scottrade December 2011 - Present
Scottrade November 2009 - December 2011
Scottrade July 2008 - November 2009
Ameriprise Financial Services, Inc. July 2007 - April 2008
Fox Sports August 2003 - August 2007
CNN August 2000 - February 2003
CNN 1998 - August 2000
CNN 1997 - 1998
CNN 1996 - 1997
Skills
Management, Customer Service, Leadership, Financial Services, Series 7, Series 63, Securities, Finance, Risk Management, Investments, Equities, Social Media, FINRA, Series 24, Series 4, Social Networking, Facebook, Change Management, Digital Photography, Relationship Management
Education
University of Kansas
Scottrade December 2011 - Present
Scottrade November 2009 - December 2011
Scottrade July 2008 - November 2009
Ameriprise Financial Services, Inc. July 2007 - April 2008
Fox Sports August 2003 - August 2007
CNN August 2000 - February 2003
CNN 1998 - August 2000
CNN 1997 - 1998
CNN 1996 - 1997
Skills
Management, Customer Service, Leadership, Financial Services, Series 7, Series 63, Securities, Finance, Risk Management, Investments, Equities, Social Media, FINRA, Series 24, Series 4, Social Networking, Facebook, Change Management, Digital Photography, Relationship Management
Education
University of Kansas
Jackie Kinney Jackie Kinney's Scottrade Experience December 2009 - May 2010
Job Quality Assurance
Industry Logistics and Supply Chain
Experience
Jacobsen, A Textron Company August 2014 - Present
Textron July 2012 - July 2014
Navistar Inc May 2011 - August 2011
Knights Apparel, Inc. May 2010 - January 2011
Scottrade December 2009 - May 2010
Skills
Excel, VBA, Access, Purchasing, French, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Accounting, Public Speaking, Data Analysis, Financial Analysis, Inventory Management, Logistics, SAP, Process Improvement, Six Sigma, Supply Chain
Education
University of Notre Dame 2008 — 2012
BS, Finance
The Chinese University of Hong Kong 2011 — 2011
N/A, International Asian Studies Program
Lake Zurich High School 2004 — 2008
Jacobsen, A Textron Company August 2014 - Present
Textron July 2012 - July 2014
Navistar Inc May 2011 - August 2011
Knights Apparel, Inc. May 2010 - January 2011
Scottrade December 2009 - May 2010
Skills
Excel, VBA, Access, Purchasing, French, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Accounting, Public Speaking, Data Analysis, Financial Analysis, Inventory Management, Logistics, SAP, Process Improvement, Six Sigma, Supply Chain
Education
University of Notre Dame 2008 — 2012
BS, Finance
The Chinese University of Hong Kong 2011 — 2011
N/A, International Asian Studies Program
Lake Zurich High School 2004 — 2008
Bill Saenz, CRPC®'s Scottrade Experience January 2000 - January 2004
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA March 2014 - Present
USAA August 2013 - March 2014
USAA January 2013 - October 2013
CarMax November 2012 - April 2013
CarMax, Inc May 2009 - November 2012
CarMax July 2004 - May 2009
Scottrade January 2000 - January 2004
Skills
Microsoft Office, Training & Development, Sales Management, Retail Management, Associate Development, Retail Purchasing, Purchasing, Green Belt, Store Management, Employee Training, New Business Development, Sales, Budgets, Team Building, Customer Service, Team Leadership, Analysis, Customer Satisfaction, Customer Retention, Inventory Management, Leadership, Leadership Development, Inventory Control, Management, P&L, Pricing, Profit, Hiring, Sales Operations, Training, Forecasting, Account Management, Loss Prevention, Cross-functional Team..., Operations Management, P, Sales Process, Selling, Talent Management, Cold Calling, Coaching, Finance
Education
Texas A&M University-Commerce 2012 — 2013
Executive MBA, Business Administration and Management, General
Texas A&M University-Corpus Christi 1998 — 2002
Bachelor of Business Administration, Finance
USAA March 2014 - Present
USAA August 2013 - March 2014
USAA January 2013 - October 2013
CarMax November 2012 - April 2013
CarMax, Inc May 2009 - November 2012
CarMax July 2004 - May 2009
Scottrade January 2000 - January 2004
Skills
Microsoft Office, Training & Development, Sales Management, Retail Management, Associate Development, Retail Purchasing, Purchasing, Green Belt, Store Management, Employee Training, New Business Development, Sales, Budgets, Team Building, Customer Service, Team Leadership, Analysis, Customer Satisfaction, Customer Retention, Inventory Management, Leadership, Leadership Development, Inventory Control, Management, P&L, Pricing, Profit, Hiring, Sales Operations, Training, Forecasting, Account Management, Loss Prevention, Cross-functional Team..., Operations Management, P, Sales Process, Selling, Talent Management, Cold Calling, Coaching, Finance
Education
Texas A&M University-Commerce 2012 — 2013
Executive MBA, Business Administration and Management, General
Texas A&M University-Corpus Christi 1998 — 2002
Bachelor of Business Administration, Finance
Justin LaPointe Justin LaPointe's Scottrade Experience June 2013 - August 2014
Job High Net Worth Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Scottrade June 2013 - August 2014
MetLife January 2012 - June 2012
UPS January 2007 - January 2008
Skills
Business Analysis, Financial Modeling, Risk Management, Finance, Sales, Insurance, Financial Services, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Customer Service, Series 7, Asset Management, Series 63, Equities, Life Insurance, Retirement Planning, Securities, IRAs, Wealth Management, Asset Allocation
Education
Old Dominion University - College of Business and Public Administration 2003 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments August 2014 - Present
Scottrade June 2013 - August 2014
MetLife January 2012 - June 2012
UPS January 2007 - January 2008
Skills
Business Analysis, Financial Modeling, Risk Management, Finance, Sales, Insurance, Financial Services, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Customer Service, Series 7, Asset Management, Series 63, Equities, Life Insurance, Retirement Planning, Securities, IRAs, Wealth Management, Asset Allocation
Education
Old Dominion University - College of Business and Public Administration 2003 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Jamie Carmack Jamie Carmack's Scottrade Experience January 2002 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2002 - Present
Fidelity Investments March 2001 - January 2002
TD Ameritrade June 1999 - February 2001
Frost Bank September 1994 - May 1999
Education
The University of Texas at Arlington 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Scottrade January 2002 - Present
Fidelity Investments March 2001 - January 2002
TD Ameritrade June 1999 - February 2001
Frost Bank September 1994 - May 1999
Education
The University of Texas at Arlington 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Joe Gledhill's Scottrade Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Scottrade July 2015 - Present
TD Ameritrade December 2012 - Present
US Bancorp December 2010 - December 2012
TD Ameritrade November 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking, Strategic Planning, Wealth Management, Mutual Funds, Investments, Series 7, Financial Planning, Asset Management, Retirement Planning, Asset Allocation, Series 63
Education
Temple University 2000 — 2003
Bachelor's degree, Broadcast Communications and Advertising
Temple University Japan 2000 — 2001
International Studies
Scottrade July 2015 - Present
TD Ameritrade December 2012 - Present
US Bancorp December 2010 - December 2012
TD Ameritrade November 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking, Strategic Planning, Wealth Management, Mutual Funds, Investments, Series 7, Financial Planning, Asset Management, Retirement Planning, Asset Allocation, Series 63
Education
Temple University 2000 — 2003
Bachelor's degree, Broadcast Communications and Advertising
Temple University Japan 2000 — 2001
International Studies
Alexander Anisimov Alexander Anisimov's Scottrade Experience November 2010 - January 2012
Job Consulting Analyst at Accenture
Industry Financial Services
Experience
Accenture August 2014 - Present
UConn Foundation September 2013 - May 2014
BNP Paribas June 2013 - August 2013
Lunaplex Business Solutions June 2008 - May 2013
McLagan May 2012 - August 2012
Scottrade November 2010 - January 2012
Student Affairs Information Technology August 2010 - November 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, VB.NET, Balloons, Customer Service, Asset Management, Data Analysis, Client Relations Skills, Financial Analysis, Finance, HTML, Entrepreneurship, Fluent in Russian..., Microsoft Office Suite, Microsoft VB.NET, HTML + CSS, VBA (Excel), Teamwork, VBA, Time Management, Equities, Training, Marketing, Analysis, Access, Management, Sales, Fixed Income, Salesforce.com, Salesforce.com..., Salesforce.com..., Drupal
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science in Business, Finance, 3.75
The University of Hong Kong 2012 — 2012
Economics and Finance - Study Abroad Fall 2012
Accenture August 2014 - Present
UConn Foundation September 2013 - May 2014
BNP Paribas June 2013 - August 2013
Lunaplex Business Solutions June 2008 - May 2013
McLagan May 2012 - August 2012
Scottrade November 2010 - January 2012
Student Affairs Information Technology August 2010 - November 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, VB.NET, Balloons, Customer Service, Asset Management, Data Analysis, Client Relations Skills, Financial Analysis, Finance, HTML, Entrepreneurship, Fluent in Russian..., Microsoft Office Suite, Microsoft VB.NET, HTML + CSS, VBA (Excel), Teamwork, VBA, Time Management, Equities, Training, Marketing, Analysis, Access, Management, Sales, Fixed Income, Salesforce.com, Salesforce.com..., Salesforce.com..., Drupal
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science in Business, Finance, 3.75
The University of Hong Kong 2012 — 2012
Economics and Finance - Study Abroad Fall 2012
Anthony Mancino Anthony Mancino's Scottrade Experience May 2013 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
Ross McNabb's Scottrade Experience July 2014 - Present
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
TD Ameritrade 2010 - April 2014
TD Ameritrade August 2009 - December 2010
Skills
Series 63, Investments, Wealth Management, Series 7, Asset Allocation, Asset Management, Uniform Combined State..., Mutual Funds, Investment Advisory, Retirement Planning, Portfolio Management, Financial Services, Securities, Investment Strategies, FINRA, Finance, Financial Planning, Retirement, Equities, Financial Advisory, Leadership, Financial Analysis, Risk Management, Sales, 401k, Management, Relationship Management
Education
Texas Christian University - M.J. Neeley School of Business
Finance &, Real Estate
Scottrade July 2014 - Present
TD Ameritrade 2010 - April 2014
TD Ameritrade August 2009 - December 2010
Skills
Series 63, Investments, Wealth Management, Series 7, Asset Allocation, Asset Management, Uniform Combined State..., Mutual Funds, Investment Advisory, Retirement Planning, Portfolio Management, Financial Services, Securities, Investment Strategies, FINRA, Finance, Financial Planning, Retirement, Equities, Financial Advisory, Leadership, Financial Analysis, Risk Management, Sales, 401k, Management, Relationship Management
Education
Texas Christian University - M.J. Neeley School of Business
Finance &, Real Estate
Eric Crane, RPLU's Scottrade Experience June 2010 - March 2011
Job Associate Broker at ECC Insurance Brokers
Industry Insurance
Experience
ECC Insurance Brokers April 2013 - Present
Brown & Brown February 2012 - April 2013
Orange Lake Resort September 2011 - February 2012
Marcus & Millichap January 2011 - April 2011
Scottrade June 2010 - March 2011
Phi Sigma Kappa December 2009 - January 2011
Stetson University December 2008 - December 2009
Skills
Customer Relations, Client Relationship..., Data Analysis, Access, PowerPoint, Excel, Word, Outlook, Internal Audit, Financial Analysis, Business Networking, Microsoft Excel, Microsoft Word, Customer Service, Insurance, Professional Liability, Leadership, Forecasting, Budgets, Time Management, Management, Finance, CRM, Microsoft Office, Social Networking
Education
Stetson University 2007 — 2011
Bachelors of Business Administration, Management Information Systems and Finance
ECC Insurance Brokers April 2013 - Present
Brown & Brown February 2012 - April 2013
Orange Lake Resort September 2011 - February 2012
Marcus & Millichap January 2011 - April 2011
Scottrade June 2010 - March 2011
Phi Sigma Kappa December 2009 - January 2011
Stetson University December 2008 - December 2009
Skills
Customer Relations, Client Relationship..., Data Analysis, Access, PowerPoint, Excel, Word, Outlook, Internal Audit, Financial Analysis, Business Networking, Microsoft Excel, Microsoft Word, Customer Service, Insurance, Professional Liability, Leadership, Forecasting, Budgets, Time Management, Management, Finance, CRM, Microsoft Office, Social Networking
Education
Stetson University 2007 — 2011
Bachelors of Business Administration, Management Information Systems and Finance
Andrew Frankovich Andrew Frankovich's Scottrade Experience April 2014 - November 2014
Job Car Sales
Industry Retail
Experience
Scottrade April 2014 - November 2014
Emergency Response & Training Solutions August 2013 - March 2014
Segmint December 2011 - March 2013
Clean Harbors May 2011 - August 2011
The University of Akron 2007 - 2011
The University of Akron August 2010 - December 2010
The University of Akron March 2010 - July 2010
Ohio Department of Transportation June 2009 - July 2009
The Pizza Oven December 2005 - May 2009
Ohio Department of Transportation May 2008 - August 2008
Skills
Legal Compliance, Privacy Compliance, Dodd-Frank, GLBA, FFIEC, Consumer Privacy, Business Continuity, Risk Management, Patient Protection and..., HIPAA, Software Documentation, Disaster Recovery, Program Management, Governance, Training
Education
The University of Akron 2007 — 2011
B.S., Emergency Management & Homeland Security
The University of Akron 2007 — 2010
A.A.S., Fire Protection Technology
Scottrade April 2014 - November 2014
Emergency Response & Training Solutions August 2013 - March 2014
Segmint December 2011 - March 2013
Clean Harbors May 2011 - August 2011
The University of Akron 2007 - 2011
The University of Akron August 2010 - December 2010
The University of Akron March 2010 - July 2010
Ohio Department of Transportation June 2009 - July 2009
The Pizza Oven December 2005 - May 2009
Ohio Department of Transportation May 2008 - August 2008
Skills
Legal Compliance, Privacy Compliance, Dodd-Frank, GLBA, FFIEC, Consumer Privacy, Business Continuity, Risk Management, Patient Protection and..., HIPAA, Software Documentation, Disaster Recovery, Program Management, Governance, Training
Education
The University of Akron 2007 — 2011
B.S., Emergency Management & Homeland Security
The University of Akron 2007 — 2010
A.A.S., Fire Protection Technology
Christopher Lavelle Christopher Lavelle's Scottrade Experience June 2013 - November 2013
Job Associate, Advisory Technology Enablement
Industry Management Consulting
Experience
KPMG January 2015 - Present
Temple University Campus Recreation September 2010 - Present
Temple University September 2010 - Present
Accolade, Inc. May 2014 - August 2014
Scottrade June 2013 - November 2013
Skills
Budgets, Research, Financial Analysis, Negotiation, Windows, Financial Reporting, Microsoft Excel, MySQL, SAS Enterprise Miner, Process Improvement, Time Management, Outlook, Leadership, Management, Facilities Management, Team Leadership
Education
Temple University - Fox School of Business and Management 2010 — 2014
BBA Finance, Management Information Systems, General
KPMG January 2015 - Present
Temple University Campus Recreation September 2010 - Present
Temple University September 2010 - Present
Accolade, Inc. May 2014 - August 2014
Scottrade June 2013 - November 2013
Skills
Budgets, Research, Financial Analysis, Negotiation, Windows, Financial Reporting, Microsoft Excel, MySQL, SAS Enterprise Miner, Process Improvement, Time Management, Outlook, Leadership, Management, Facilities Management, Team Leadership
Education
Temple University - Fox School of Business and Management 2010 — 2014
BBA Finance, Management Information Systems, General
Patrick White Patrick White's Scottrade Experience June 2014 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade June 2014 - Present
Scottrade February 2009 - June 2014
Penncro Associates October 2008 - January 2009
Skills
Series 63, Securities, Series 7, Mutual Funds, Equities, Investments, Portfolio Management, Fixed Income, Financial Modeling, FINRA, Options, Wealth Management, Financial Markets, Strategic Financial..., Investment Strategies, Financial Analysis, Asset Allocation, Financial Planning
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business and Law
Scottrade June 2014 - Present
Scottrade February 2009 - June 2014
Penncro Associates October 2008 - January 2009
Skills
Series 63, Securities, Series 7, Mutual Funds, Equities, Investments, Portfolio Management, Fixed Income, Financial Modeling, FINRA, Options, Wealth Management, Financial Markets, Strategic Financial..., Investment Strategies, Financial Analysis, Asset Allocation, Financial Planning
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business and Law
Martin-Abdul Davis's Scottrade Experience May 2011 - May 2012
Job Finance Analyst (Sales Finance) at Reckitt Benckiser
Industry Consumer Goods
Experience
Reckitt Benckiser June 2012 - Present
Scottrade May 2011 - May 2012
Alpha Phi Alpha Fraternity, Inc. 2011 - 2012
Syracuse University 2009 - 2011
Skills
Leadership, Management, P&L Analysis, Microsoft Excel, Strategic Partnerships, Competitive Analysis, Team Management, Business Development, Microsoft Word, Minitab, Microsoft Office, Community Outreach, Strategic Communications, Selling
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS) - Martin J. Whitman School of Management, Finance and Marketing
Reckitt Benckiser June 2012 - Present
Scottrade May 2011 - May 2012
Alpha Phi Alpha Fraternity, Inc. 2011 - 2012
Syracuse University 2009 - 2011
Skills
Leadership, Management, P&L Analysis, Microsoft Excel, Strategic Partnerships, Competitive Analysis, Team Management, Business Development, Microsoft Word, Minitab, Microsoft Office, Community Outreach, Strategic Communications, Selling
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS) - Martin J. Whitman School of Management, Finance and Marketing
Ford Timms Ford Timms's Scottrade Experience November 2013 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade November 2013 - Present
SAMBA SAFETY May 2012 - August 2013
ADP February 2010 - May 2012
Fidelity Investments 2008 - February 2010
Aerotek 1996 - 1998
Skills
Employee Benefits, Team Building, Human Resources, Employee Relations, ADP Payroll, Benefits Administration, Recruiting, Sales, Time Management, Cold Calling, Performance Management, Selling, Hiring, Payroll, Onboarding, Interviews, Talent Acquisition, Leadership, Management
Education
University of Phoenix 1997 — 1999
MBA
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1993
BBA, Human Resources
Williston High School
Scottrade November 2013 - Present
SAMBA SAFETY May 2012 - August 2013
ADP February 2010 - May 2012
Fidelity Investments 2008 - February 2010
Aerotek 1996 - 1998
Skills
Employee Benefits, Team Building, Human Resources, Employee Relations, ADP Payroll, Benefits Administration, Recruiting, Sales, Time Management, Cold Calling, Performance Management, Selling, Hiring, Payroll, Onboarding, Interviews, Talent Acquisition, Leadership, Management
Education
University of Phoenix 1997 — 1999
MBA
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1993
BBA, Human Resources
Williston High School
Ben Tull Ben Tull's Scottrade Experience May 2010 - May 2011
Job Underwriter at First Volunteer Corporation
Industry Banking
Experience
First Volunteer Corporation July 2014 - Present
Regions Financial Corporation October 2012 - July 2014
Regions Financial Corporation May 2011 - October 2012
Scottrade May 2010 - May 2011
Scottrade June 2009 - May 2010
Skills
Risk Management, Financial Analysis, Underwriting, Consumer Lending, Investments, Corporate Finance, Banking, Project Management, Retail Banking, Credit Analysis
Education
The University of Tennessee at Chattanooga 2011 — 2013
Master's Degree, Accounting
The University of Tennessee at Chattanooga 2007 — 2010
Bachelor's Degree, Finance, Investments Concentration
First Volunteer Corporation July 2014 - Present
Regions Financial Corporation October 2012 - July 2014
Regions Financial Corporation May 2011 - October 2012
Scottrade May 2010 - May 2011
Scottrade June 2009 - May 2010
Skills
Risk Management, Financial Analysis, Underwriting, Consumer Lending, Investments, Corporate Finance, Banking, Project Management, Retail Banking, Credit Analysis
Education
The University of Tennessee at Chattanooga 2011 — 2013
Master's Degree, Accounting
The University of Tennessee at Chattanooga 2007 — 2010
Bachelor's Degree, Finance, Investments Concentration
Nehal Patel, CPA's Scottrade Experience February 2010 - December 2010
Job Manager, Tax at KPMG US
Industry Financial Services
Experience
KPMG US September 2015 - Present
KPMG US January 2012 - September 2015
Olympus Property December 2010 - January 2012
Scottrade February 2010 - December 2010
JPMorgan Chase January 2007 - January 2010
Skills
Accounting, Financial Analysis, Financial Accounting, QuickBooks, Cash Flow, Microsoft Excel, Financial Reporting, Accounts Receivable, Finance, Financial Statements, Auditing, Banking, Access, Account Reconciliation, Payroll, General Ledger, Tax, Risk Management, Analysis
Education
The University of Texas at Arlington 2006 — 2011
Masters of Science in Taxation, Accounting
KPMG US September 2015 - Present
KPMG US January 2012 - September 2015
Olympus Property December 2010 - January 2012
Scottrade February 2010 - December 2010
JPMorgan Chase January 2007 - January 2010
Skills
Accounting, Financial Analysis, Financial Accounting, QuickBooks, Cash Flow, Microsoft Excel, Financial Reporting, Accounts Receivable, Finance, Financial Statements, Auditing, Banking, Access, Account Reconciliation, Payroll, General Ledger, Tax, Risk Management, Analysis
Education
The University of Texas at Arlington 2006 — 2011
Masters of Science in Taxation, Accounting
Dana McNabb Dana McNabb's Scottrade Experience May 2015 - Present
Job Investment Consultant Trainee at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
Dell February 2015 - May 2015
Dell October 2014 - February 2015
Cotton On Group December 2012 - June 2014
Styles For Less, Inc. February 2012 - December 2012
ALDO Group October 2010 - September 2011
Skills
Sales, Customer Service, Solution Selling, Management, Marketing, CRM, Microsoft Technologies, Salesforce.com, Time Management, Account Management, Retail Sales, Retail, Recruiting, Store Management, New Store Openings, Store Operations, Merchandising, Visual Merchandising, Inventory Control, Inventory Management, Profit, Loss Prevention, Advertising, Employee Training, Networking
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Scottrade May 2015 - Present
Dell February 2015 - May 2015
Dell October 2014 - February 2015
Cotton On Group December 2012 - June 2014
Styles For Less, Inc. February 2012 - December 2012
ALDO Group October 2010 - September 2011
Skills
Sales, Customer Service, Solution Selling, Management, Marketing, CRM, Microsoft Technologies, Salesforce.com, Time Management, Account Management, Retail Sales, Retail, Recruiting, Store Management, New Store Openings, Store Operations, Merchandising, Visual Merchandising, Inventory Control, Inventory Management, Profit, Loss Prevention, Advertising, Employee Training, Networking
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tigran Muradyan Tigran Muradyan's Scottrade Experience September 2011 - March 2013
Job Senior Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
AssetMark September 2015 - Present
Curian Capital October 2014 - September 2015
Curian Capital March 2013 - October 2014
State of Colorado December 2012 - March 2013
Scottrade September 2011 - March 2013
U.S. Bank December 2009 - August 2011
TCF Bank June 2007 - August 2008
Skills
Investments, Series 63, Banking, Securities, Series 7, Finance, Mutual Funds, Customer Service, Equities, Financial Analysis, Risk Management, Portfolio Management, Financial Services, Commercial Banking, Management, Insurance, Wealth Management, Credit, Asset Management, Fixed Income, Series 65, Stockbroking, Commercial Lending, Cash Management, Retirement Planning, Retirement, Leadership, Investment Advisory, Microsoft Office, Investment Strategies
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Science (BS), International/Global Studies
Albert-Ludwigs-Universität Freiburg im Breisgau 2008 — 2008
Bachelor of Science (BS), International Business
AssetMark September 2015 - Present
Curian Capital October 2014 - September 2015
Curian Capital March 2013 - October 2014
State of Colorado December 2012 - March 2013
Scottrade September 2011 - March 2013
U.S. Bank December 2009 - August 2011
TCF Bank June 2007 - August 2008
Skills
Investments, Series 63, Banking, Securities, Series 7, Finance, Mutual Funds, Customer Service, Equities, Financial Analysis, Risk Management, Portfolio Management, Financial Services, Commercial Banking, Management, Insurance, Wealth Management, Credit, Asset Management, Fixed Income, Series 65, Stockbroking, Commercial Lending, Cash Management, Retirement Planning, Retirement, Leadership, Investment Advisory, Microsoft Office, Investment Strategies
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Science (BS), International/Global Studies
Albert-Ludwigs-Universität Freiburg im Breisgau 2008 — 2008
Bachelor of Science (BS), International Business
Joshua Perger Joshua Perger's Scottrade Experience August 2015 - Present
Job Investment Consultant Trainee at Scottrade
Industry Financial Services
Experience
Scottrade August 2015 - Present
Northwestern Mutual December 2013 - July 2015
The University of Akron January 2012 - May 2015
Micro Center December 2010 - August 2013
Ligonier Camp and Conference Center May 2012 - August 2012
Columbus Zoo and Aquarium May 2008 - August 2010
Skills
Teaching, Time Management, Training, PowerPoint, Photography, Teamwork, Public Speaking, Coaching, AMGA Climbing Wall..., Leadership, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Social Networking, Sales, Team Building, Team Leadership, Critical Thinking, Event Planning, Management, Microsoft Word, Sports
Education
The University of Akron 2010 — 2015
Bachelor of Business Administration (BBA), Corporate Finance and CFP
Thomas Worthington High School 2006 — 2010
Scottrade August 2015 - Present
Northwestern Mutual December 2013 - July 2015
The University of Akron January 2012 - May 2015
Micro Center December 2010 - August 2013
Ligonier Camp and Conference Center May 2012 - August 2012
Columbus Zoo and Aquarium May 2008 - August 2010
Skills
Teaching, Time Management, Training, PowerPoint, Photography, Teamwork, Public Speaking, Coaching, AMGA Climbing Wall..., Leadership, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Social Networking, Sales, Team Building, Team Leadership, Critical Thinking, Event Planning, Management, Microsoft Word, Sports
Education
The University of Akron 2010 — 2015
Bachelor of Business Administration (BBA), Corporate Finance and CFP
Thomas Worthington High School 2006 — 2010
Scott Cottrill Scott Cottrill's Scottrade Experience July 2015 - Present
Job Application Development Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2015 - Present
Scottrade March 2010 - July 2015
Computer Research, Inc. October 2008 - February 2010
Capital Institutional Services, Inc. (CAPIS) September 1997 - January 2007
EDS Group January 1986 - September 1997
Skills
Leadership, Finance, Business Analysis, Management, Project Management, Quality Assurance, SDLC, Software Development, SQL, Visio, Databases, SharePoint, Software Documentation, XML, Requirements Analysis
Education
Bryan Institute 1985 — 1985
Computer Programming
Texas Tech University 1980 — 1984
Chemistry / Architectural Structures
Scottrade July 2015 - Present
Scottrade March 2010 - July 2015
Computer Research, Inc. October 2008 - February 2010
Capital Institutional Services, Inc. (CAPIS) September 1997 - January 2007
EDS Group January 1986 - September 1997
Skills
Leadership, Finance, Business Analysis, Management, Project Management, Quality Assurance, SDLC, Software Development, SQL, Visio, Databases, SharePoint, Software Documentation, XML, Requirements Analysis
Education
Bryan Institute 1985 — 1985
Computer Programming
Texas Tech University 1980 — 1984
Chemistry / Architectural Structures
Christopher Onan Christopher Onan's Scottrade Experience January 2012 - November 2012
Job Investment Banking Analyst at Trefethen Advisors, LLC
Industry Banking
Experience
Trefethen Advisors, LLC December 2014 - Present
Trefethen Advisors, LLC September 2014 - Present
Harvey & Company LLC April 2014 - September 2014
Avondale Partners December 2012 - January 2013
Scottrade January 2012 - November 2012
US Census Bureau April 2010 - August 2010
Onan Landscaping April 2005 - August 2008
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Research, Critical Thinking, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Public Speaking, Market Research, Teamwork, Access, Data Analysis, Leadership, Financial Modeling, Business Strategy, Organizational Behavior, Personal Finance, Pitchbook
Education
The University of Tennessee at Chattanooga 2008 — 2013
Bachelor of Applied Science (BASc), Economics
Trefethen Advisors, LLC December 2014 - Present
Trefethen Advisors, LLC September 2014 - Present
Harvey & Company LLC April 2014 - September 2014
Avondale Partners December 2012 - January 2013
Scottrade January 2012 - November 2012
US Census Bureau April 2010 - August 2010
Onan Landscaping April 2005 - August 2008
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Research, Critical Thinking, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Public Speaking, Market Research, Teamwork, Access, Data Analysis, Leadership, Financial Modeling, Business Strategy, Organizational Behavior, Personal Finance, Pitchbook
Education
The University of Tennessee at Chattanooga 2008 — 2013
Bachelor of Applied Science (BASc), Economics
Kory Klossner Kory Klossner's Scottrade Experience September 2010 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2010 - Present
Scottrade January 2009 - September 2010
Skills
Bonds, Finance, Financial Analysis, Financial Markets, Investments, Microsoft Office, Mutual Funds, Options, Series 63, Series 7
Education
Texas Christian University 2006 — 2010
BS, Economics Major, Business Minor
Scottrade September 2010 - Present
Scottrade January 2009 - September 2010
Skills
Bonds, Finance, Financial Analysis, Financial Markets, Investments, Microsoft Office, Mutual Funds, Options, Series 63, Series 7
Education
Texas Christian University 2006 — 2010
BS, Economics Major, Business Minor
Grigor Aleksanian Grigor Aleksanian's Scottrade Experience May 2008 - June 2009
Job Business Control Specialist at Bank of America
Industry Financial Services
Experience
Bank of America January 2013 - Present
Bank of America December 2010 - Present
Chase Bank October 2009 - January 2011
Scottrade May 2008 - June 2009
WORLD FINANCIAL GROUP April 2007 - May 2008
BANK OF AMERICA August 2005 - March 2007
VAHAGN CONSTRUCTION INC June 2004 - August 2005
Skills
Banking, Loans, Mortgage Lending, Loan Origination, QuickBooks, Outlook, Insurance, FHA, Microsoft Excel, Finance, Underwriting, Customer Service, Leadership, Time Management, Microsoft Office, Highly detail oriented, Analytical Skills, Great communications..., Loan Auditing, Problem Solving, Training, Team Leadership
Education
Texas A&M University-Commerce 2011 — 2012
Masters in Business Administration
Woodbury University 2007 — 2009
BS, Business/Finance
Bank of America January 2013 - Present
Bank of America December 2010 - Present
Chase Bank October 2009 - January 2011
Scottrade May 2008 - June 2009
WORLD FINANCIAL GROUP April 2007 - May 2008
BANK OF AMERICA August 2005 - March 2007
VAHAGN CONSTRUCTION INC June 2004 - August 2005
Skills
Banking, Loans, Mortgage Lending, Loan Origination, QuickBooks, Outlook, Insurance, FHA, Microsoft Excel, Finance, Underwriting, Customer Service, Leadership, Time Management, Microsoft Office, Highly detail oriented, Analytical Skills, Great communications..., Loan Auditing, Problem Solving, Training, Team Leadership
Education
Texas A&M University-Commerce 2011 — 2012
Masters in Business Administration
Woodbury University 2007 — 2009
BS, Business/Finance
Brandon Reyes Brandon Reyes's Scottrade Experience April 2007 - May 2008
Job Vice President Commercial Lending at Texas Gulf Bank, N.A.
Industry Banking
Experience
Texas Gulf Bank, N.A. August 2013 - Present
First Victoria July 2010 - August 2013
Comerica Bank - Middle Market June 2009 - July 2010
Comerica Bank June 2008 - May 2009
Scottrade April 2007 - May 2008
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelors of Business Administration, Finance
Texas Gulf Bank, N.A. August 2013 - Present
First Victoria July 2010 - August 2013
Comerica Bank - Middle Market June 2009 - July 2010
Comerica Bank June 2008 - May 2009
Scottrade April 2007 - May 2008
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelors of Business Administration, Finance
Gus Payne Gus Payne's Scottrade Experience June 2000 - May 2006
Job Sr. Relationship Manager at Beacon Financial Group Wealth Management Services
Industry Financial Services
Experience
Beacon Financial Group - Wealth Management Services June 2011 - Present
optionsXpress February 2007 - December 2009
Scottrade June 2000 - May 2006
Education
Texas State University-San Marcos 2010 — 2014
MS, Sociology
University of Colorado at Boulder 1998 — 2002
BS, Economics
Beacon Financial Group - Wealth Management Services June 2011 - Present
optionsXpress February 2007 - December 2009
Scottrade June 2000 - May 2006
Education
Texas State University-San Marcos 2010 — 2014
MS, Sociology
University of Colorado at Boulder 1998 — 2002
BS, Economics
Joseph F. Varga Joseph F. Varga's Scottrade Experience February 2015 - Present
Job Investment Sales Professional
Industry Financial Services
Experience
Scottrade February 2015 - Present
TD Ameritrade May 2013 - September 2014
ETF Managed Portfolio Provider September 2012 - May 2013
Direxion Funds January 2009 - September 2012
Direxion Funds July 2006 - January 2009
Legend Equities Corporation May 2005 - July 2006
AXA May 2004 - May 2005
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, ETFs, Strategic Financial..., Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Series 65, Financial Services
Education
State University of New York College at Cortland 1999 — 2002
Bachelor of Science, Economics
Scottrade February 2015 - Present
TD Ameritrade May 2013 - September 2014
ETF Managed Portfolio Provider September 2012 - May 2013
Direxion Funds January 2009 - September 2012
Direxion Funds July 2006 - January 2009
Legend Equities Corporation May 2005 - July 2006
AXA May 2004 - May 2005
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, ETFs, Strategic Financial..., Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Series 65, Financial Services
Education
State University of New York College at Cortland 1999 — 2002
Bachelor of Science, Economics
Scott Lehtonen, CFA Scott Lehtonen, CFA's Scottrade Experience July 2008 - April 2010
Job Consultant at MarketSmith, Incorporated
Industry Financial Services
Experience
MarketSmith, Incorporated April 2010 - Present
Scottrade July 2008 - April 2010
Merrill Lynch September 2007 - December 2007
Skills
Trading, Equities, Research, Fundamental Analysis, Technical Analysis, Economics, Investments, Market Research, Asset Management, Equity Research, Finance, Portfolio Management, Analysis, Financial Modeling
Education
The George Washington University 2004 — 2008
Bachelor's degree, International Relations and Affairs
MarketSmith, Incorporated April 2010 - Present
Scottrade July 2008 - April 2010
Merrill Lynch September 2007 - December 2007
Skills
Trading, Equities, Research, Fundamental Analysis, Technical Analysis, Economics, Investments, Market Research, Asset Management, Equity Research, Finance, Portfolio Management, Analysis, Financial Modeling
Education
The George Washington University 2004 — 2008
Bachelor's degree, International Relations and Affairs
Greg Creel Greg Creel's Scottrade Experience April 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Motor Yacht Triumphant Lady January 2011 - December 2014
Canvas Systems August 2008 - July 2010
Amerisave, Home Capital, LSI Mortgage Plus March 2003 - July 2008
The Atlanta Journal Constitution January 2001 - February 2003
Vector Marketing Corporation / Cutco Cutlery June 1997 - September 2000
Skills
Selling, Sales Management, Strategic Partnerships, Sales, Storage
Education
The University of Georgia 1999 — 2002
B.B.A. Terry College of Business, Marketing
Scottrade April 2015 - Present
Motor Yacht Triumphant Lady January 2011 - December 2014
Canvas Systems August 2008 - July 2010
Amerisave, Home Capital, LSI Mortgage Plus March 2003 - July 2008
The Atlanta Journal Constitution January 2001 - February 2003
Vector Marketing Corporation / Cutco Cutlery June 1997 - September 2000
Skills
Selling, Sales Management, Strategic Partnerships, Sales, Storage
Education
The University of Georgia 1999 — 2002
B.B.A. Terry College of Business, Marketing
David Abed-Rabboh's Scottrade Experience May 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade May 2015 - Present
TD Ameritrade April 2011 - May 2015
TD Ameritrade July 2009 - April 2011
TD Ameritrade September 2007 - July 2009
Aerotek/TD Ameritrade February 2007 - September 2007
Skills
Leadership, Sales, Investments, Financial Analysis, Business Analysis, Finance, Portfolio Management, Trading, Financial Services, Analysis, Equities, Mutual Funds, Series 7
Education
Texas A&M University 2002 — 2004
Management Business Administration, Business Administration, Management and Operations
Tarrant County College 2000 — 2002
Credits for Transfer, Credit for Transfer
Scottrade May 2015 - Present
TD Ameritrade April 2011 - May 2015
TD Ameritrade July 2009 - April 2011
TD Ameritrade September 2007 - July 2009
Aerotek/TD Ameritrade February 2007 - September 2007
Skills
Leadership, Sales, Investments, Financial Analysis, Business Analysis, Finance, Portfolio Management, Trading, Financial Services, Analysis, Equities, Mutual Funds, Series 7
Education
Texas A&M University 2002 — 2004
Management Business Administration, Business Administration, Management and Operations
Tarrant County College 2000 — 2002
Credits for Transfer, Credit for Transfer
Shannon McGarrity Shannon McGarrity's Scottrade Experience December 2008 - Present
Job Regional Manager
Industry Financial Services
Experience
Scottrade December 2008 - Present
Scottrade January 2008 - December 2008
Scottrade January 2006 - December 2007
Scottrade September 2004 - December 2005
Scottrade April 2003 - September 2004
Skills
Customer Service, Series 24, Management, Customer Experience, Customer Satisfaction, Team Leadership, Coaching, Cross-functional Team..., Sales, Change Management, Presentation Development, New Business Development, Business Strategy, Sales Management, Teaching/mentoring, Customer Relations, Presenter, Supervisory Skills, Supervisory Experience, NICE, Focus Groups, Outdoor Recreation, Sales Key, Investments, Financial Services, Securities, Series 63, Series 7, CRM, Finance, Mutual Funds, Portfolio Management, Wealth Management
Education
The University of Memphis 2000 — 2004
Bachelor's Degree, Finance, Cum Laude
Scottrade December 2008 - Present
Scottrade January 2008 - December 2008
Scottrade January 2006 - December 2007
Scottrade September 2004 - December 2005
Scottrade April 2003 - September 2004
Skills
Customer Service, Series 24, Management, Customer Experience, Customer Satisfaction, Team Leadership, Coaching, Cross-functional Team..., Sales, Change Management, Presentation Development, New Business Development, Business Strategy, Sales Management, Teaching/mentoring, Customer Relations, Presenter, Supervisory Skills, Supervisory Experience, NICE, Focus Groups, Outdoor Recreation, Sales Key, Investments, Financial Services, Securities, Series 63, Series 7, CRM, Finance, Mutual Funds, Portfolio Management, Wealth Management
Education
The University of Memphis 2000 — 2004
Bachelor's Degree, Finance, Cum Laude
Brandon Eubank Brandon Eubank's Scottrade Experience January 2006 - December 2006
Job Manager, Analytics Lab / Analytics COE
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade December 2012 - March 2014
TD Ameritrade July 2011 - December 2012
TD Ameritrade April 2010 - June 2011
TD Ameritrade May 2008 - April 2010
University of Texas at Arlington May 2007 - May 2008
Scottrade January 2006 - December 2006
Skills
Data Analysis, SQL, Statistics, Microsoft Excel, Data Mining, Data Modeling, Database Design, R, Regression Analysis, Python, Tableau, Financial Services
Education
University of Texas at Arlington - Graduate Studies 2007 — 2010
Master of Arts, Economics
The University of Texas at Arlington - College of Business 2003 — 2007
Bachelor of Science, Economics
TD Ameritrade December 2014 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade December 2012 - March 2014
TD Ameritrade July 2011 - December 2012
TD Ameritrade April 2010 - June 2011
TD Ameritrade May 2008 - April 2010
University of Texas at Arlington May 2007 - May 2008
Scottrade January 2006 - December 2006
Skills
Data Analysis, SQL, Statistics, Microsoft Excel, Data Mining, Data Modeling, Database Design, R, Regression Analysis, Python, Tableau, Financial Services
Education
University of Texas at Arlington - Graduate Studies 2007 — 2010
Master of Arts, Economics
The University of Texas at Arlington - College of Business 2003 — 2007
Bachelor of Science, Economics
James McCroskey's Scottrade Experience January 2008 - April 2008
Job Vice PresidentRelationship Manager at Frost Bank
Industry Banking
Experience
Frost Bank February 2012 - Present
Frost Bank January 2011 - February 2012
Frost Bank February 2009 - January 2011
Frost Bank April 2008 - February 2009
Scottrade January 2008 - April 2008
Southwest Bank November 2006 - December 2007
Skills
Credit, Credit Analysis, Loans, Finance, Underwriting, Commercial Banking, Commercial Lending, Financial Analysis, Banking, Commercial Real Estate, Consumer Lending, Credit Risk, Customer Service, Portfolio Management, Relationship Management, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Finance
Frost Bank February 2012 - Present
Frost Bank January 2011 - February 2012
Frost Bank February 2009 - January 2011
Frost Bank April 2008 - February 2009
Scottrade January 2008 - April 2008
Southwest Bank November 2006 - December 2007
Skills
Credit, Credit Analysis, Loans, Finance, Underwriting, Commercial Banking, Commercial Lending, Financial Analysis, Banking, Commercial Real Estate, Consumer Lending, Credit Risk, Customer Service, Portfolio Management, Relationship Management, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Finance
Jon Twibell Jon Twibell's Scottrade Experience March 2009 - December 2009
Job Philanthropy Program Manager at MedStar Health
Industry Philanthropy
Experience
MedStar Health November 2014 - Present
Easy Pairings April 2014 - September 2014
The Australian January 2014 - September 2014
Gwynnett Street October 2013 - December 2013
Bella Napoli February 2006 - October 2013
Scottrade March 2009 - December 2009
Skills
PowerPoint, Marketing Research, Word, Excel, Microsoft Office, Managerial, Customer Service, Customer Satisfaction, Sales, Leadership, Microsoft Excel, Account Management, Microsoft Word, Marketing, Teamwork, Management, Facebook, Strategic Planning, Social Media
Education
University of Missouri-Kansas City 2008 — 2009
Masters, Business Administration
University of Kansas 2001 — 2005
Bachelor of Arts, History
MedStar Health November 2014 - Present
Easy Pairings April 2014 - September 2014
The Australian January 2014 - September 2014
Gwynnett Street October 2013 - December 2013
Bella Napoli February 2006 - October 2013
Scottrade March 2009 - December 2009
Skills
PowerPoint, Marketing Research, Word, Excel, Microsoft Office, Managerial, Customer Service, Customer Satisfaction, Sales, Leadership, Microsoft Excel, Account Management, Microsoft Word, Marketing, Teamwork, Management, Facebook, Strategic Planning, Social Media
Education
University of Missouri-Kansas City 2008 — 2009
Masters, Business Administration
University of Kansas 2001 — 2005
Bachelor of Arts, History
Jen Amico Jen Amico's Scottrade Experience February 2011 - August 2013
Job Audit Assistant at The Bonadio Group
Industry Accounting
Experience
The Bonadio Group December 2014 - Present
MS Consultants, LLC September 2013 - June 2014
Scottrade February 2011 - August 2013
The Bonadio Group February 2013 - April 2013
Education
State University of New York at Buffalo - School of Management 2011 — 2014
Bachelor of Science (B.S.), Accounting
The Bonadio Group December 2014 - Present
MS Consultants, LLC September 2013 - June 2014
Scottrade February 2011 - August 2013
The Bonadio Group February 2013 - April 2013
Education
State University of New York at Buffalo - School of Management 2011 — 2014
Bachelor of Science (B.S.), Accounting
Matt Haft Matt Haft's Scottrade Experience February 2010 - September 2010
Job Finance and Accounting Officer at Concrete Industries One
Industry Financial Services
Experience
Concrete Industries One August 2014 - Present
H3 & Co. February 2014 - August 2014
Kenneth Rozenberg - Centers for Specialty Care Group November 2013 - February 2014
Scottrade February 2010 - September 2010
JetBlue Airways 2008 - 2010
Universal Studios 2005 - 2006
Skills
Public Speaking, Microsoft Office, PowerPoint, Research, Event Planning, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Social Networking, Strategic Planning, Corporate Finance, Leadership, Nonprofits, Fundraising, Investments, Training, Analysis, Management
Education
London School of Economics and Political Science 2010 — 2011
The General Course, Economics and Finance
University of Southern California 2009 — 2011
B.A, Economics
Concrete Industries One August 2014 - Present
H3 & Co. February 2014 - August 2014
Kenneth Rozenberg - Centers for Specialty Care Group November 2013 - February 2014
Scottrade February 2010 - September 2010
JetBlue Airways 2008 - 2010
Universal Studios 2005 - 2006
Skills
Public Speaking, Microsoft Office, PowerPoint, Research, Event Planning, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Social Networking, Strategic Planning, Corporate Finance, Leadership, Nonprofits, Fundraising, Investments, Training, Analysis, Management
Education
London School of Economics and Political Science 2010 — 2011
The General Course, Economics and Finance
University of Southern California 2009 — 2011
B.A, Economics
Daniel Toy's Scottrade Experience June 2008 - September 2014
Job Director of Business Operations/CoFounder at Elements Acupuncture & Chinese Medicine, LLC
Industry Financial Services
Experience
Elements Acupuncture & Chinese Medicine, LLC September 2014 - Present
Scottrade June 2008 - September 2014
Scottrade June 2005 - June 2008
Waddell & Reed August 2004 - June 2005
Skills
Investments, Equities, Stock Market, Sales Management, Equity Trading, Financial Markets, Small Business, Business Development, Project Management, Client Development, Client Relations Skills, Workflow Applications, Team Management, Series 7, Series 63, Finance, Mutual Funds, Leadership, Financial Services, Series 24
Education
University of Kansas 2000 — 2004
Bachelor of Arts (BA), Economics
Elements Acupuncture & Chinese Medicine, LLC September 2014 - Present
Scottrade June 2008 - September 2014
Scottrade June 2005 - June 2008
Waddell & Reed August 2004 - June 2005
Skills
Investments, Equities, Stock Market, Sales Management, Equity Trading, Financial Markets, Small Business, Business Development, Project Management, Client Development, Client Relations Skills, Workflow Applications, Team Management, Series 7, Series 63, Finance, Mutual Funds, Leadership, Financial Services, Series 24
Education
University of Kansas 2000 — 2004
Bachelor of Arts (BA), Economics
Blake Lund Blake Lund's Scottrade Experience September 2006 - December 2012
Job Vice President, Brokered CD Underwriting at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. January 2013 - Present
Scottrade September 2006 - December 2012
BDA Sports December 2005 - June 2006
Education
The Master's College 2003 — 2006
BS Business Administration, Public Relations
D.A. Davidson & Co. January 2013 - Present
Scottrade September 2006 - December 2012
BDA Sports December 2005 - June 2006
Education
The Master's College 2003 — 2006
BS Business Administration, Public Relations
Emily Leonard's Scottrade Experience May 2010 - February 2013
Job R&D Project Lead at Lannett Company
Industry Pharmaceuticals
Experience
Lannett Company February 2014 - Present
RiconPharma LLC May 2013 - February 2014
Scottrade May 2010 - February 2013
CorePharma LLC June 2009 - August 2009
CorePharma LLC June 2008 - August 2008
Skills
Microsoft Office, Finance, Project Management, Chemistry, Pharmaceutical Industry, Time Management, Data Analysis, Regulatory Affairs, Technology Transfer, R&D, FDA, Biotechnology, Management, Quality Assurance
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Chemistry
Lannett Company February 2014 - Present
RiconPharma LLC May 2013 - February 2014
Scottrade May 2010 - February 2013
CorePharma LLC June 2009 - August 2009
CorePharma LLC June 2008 - August 2008
Skills
Microsoft Office, Finance, Project Management, Chemistry, Pharmaceutical Industry, Time Management, Data Analysis, Regulatory Affairs, Technology Transfer, R&D, FDA, Biotechnology, Management, Quality Assurance
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Chemistry
Colin Cathey Colin Cathey's Scottrade Experience August 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
Scottrade November 2005 - August 2014
Skills
Series 63, FINRA, Retirement, Series 24, Series 7, Mutual Funds, Banking, Securities, Investments, Equities, Options, ETFs, Fixed Income, Bonds, Stocks, Retail Banking, Asset Allocation, IRAs, Financial Services, Relationship Management, Customer Service, Sales Management, SalesKey, Management, Public Seminars, Sales, Microsoft Office, Microsoft Excel, Team Management, Team Building
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Economics
Scottrade August 2014 - Present
Scottrade November 2005 - August 2014
Skills
Series 63, FINRA, Retirement, Series 24, Series 7, Mutual Funds, Banking, Securities, Investments, Equities, Options, ETFs, Fixed Income, Bonds, Stocks, Retail Banking, Asset Allocation, IRAs, Financial Services, Relationship Management, Customer Service, Sales Management, SalesKey, Management, Public Seminars, Sales, Microsoft Office, Microsoft Excel, Team Management, Team Building
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Economics
Gene Craig's Scottrade Experience 1998 - 2001
Job Financial Advisor at Level Four Wealth Management
Industry Investment Management
Experience
Level Four Wealth Management December 2014 - Present
TDECU Wealth Advisors July 2010 - November 2014
Level Four Group April 2009 - September 2010
Zacks Investment Research 2006 - April 2009
Fisher Investments 2001 - 2006
Scottrade 1998 - 2001
Fidelity Investments 1992 - 1998
Education
Texas A&M University 1984 — 1987
Economics, Management
Ross S Sterling 1979 — 1983
Ross S Sterling
Level Four Wealth Management December 2014 - Present
TDECU Wealth Advisors July 2010 - November 2014
Level Four Group April 2009 - September 2010
Zacks Investment Research 2006 - April 2009
Fisher Investments 2001 - 2006
Scottrade 1998 - 2001
Fidelity Investments 1992 - 1998
Education
Texas A&M University 1984 — 1987
Economics, Management
Ross S Sterling 1979 — 1983
Ross S Sterling
Chris Dunfey's Scottrade Experience May 2013 - October 2014
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Scottrade May 2013 - October 2014
Scottrade August 2011 - May 2013
PS&E LLC Plan to Prosper February 2008 - May 2011
PS&E LLC Plan to Prosper January 2005 - May 2011
PS&E LLC Plan to Prosper February 2003 - January 2007
Wachovia Securities March 2000 - February 2003
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Financial Planning, Wealth Management, Personal Financial..., Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement Planning, Retirement Income..., Investments, Financial Advisory, Management, Leadership, Life Insurance, Notary Public, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bonds, Options, Trading, Relationship Management, Asset Management, 401k, FINRA, Investment Advisory, Retirement, Securities, Insurance, Financial Services, Mutual Funds, Stocks, Options Strategies, Roth IRA, IRAs, Finance, ETFs, Technical Analysis, 401k Rollovers, Wealth Accumulation
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business
Fairport
Fidelity Investments March 2015 - Present
Scottrade May 2013 - October 2014
Scottrade August 2011 - May 2013
PS&E LLC Plan to Prosper February 2008 - May 2011
PS&E LLC Plan to Prosper January 2005 - May 2011
PS&E LLC Plan to Prosper February 2003 - January 2007
Wachovia Securities March 2000 - February 2003
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Financial Planning, Wealth Management, Personal Financial..., Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement Planning, Retirement Income..., Investments, Financial Advisory, Management, Leadership, Life Insurance, Notary Public, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bonds, Options, Trading, Relationship Management, Asset Management, 401k, FINRA, Investment Advisory, Retirement, Securities, Insurance, Financial Services, Mutual Funds, Stocks, Options Strategies, Roth IRA, IRAs, Finance, ETFs, Technical Analysis, 401k Rollovers, Wealth Accumulation
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business
Fairport
Collin Styron Collin Styron's Scottrade Experience June 2015 - Present
Job Intern at Scottrade
Industry Sports
Experience
Scottrade June 2015 - Present
Scottrade June 2015 - Present
Kiawah Island Club September 2013 - April 2015
Charleston RiverDogs May 2013 - September 2013
Hy-Vee Grocery Store May 2012 - May 2013
The University of Iowa March 2011 - May 2012
Skills
Personal Training, Sports Management, Event Planning, Sports, Football, Customer Service, Public Speaking, Teamwork, PowerPoint, Photoshop, Microsoft Word, Microsoft Excel, Social Media, Management, Facebook, Athletic Training, Time Management, Microsoft Office
Education
The Citadel 2014 — 2017
Master of Business Administration (MBA)
University of Iowa 2010 — 2013
Bachelor of Science (B.S.), Recreation and Sport Business
Scottrade June 2015 - Present
Scottrade June 2015 - Present
Kiawah Island Club September 2013 - April 2015
Charleston RiverDogs May 2013 - September 2013
Hy-Vee Grocery Store May 2012 - May 2013
The University of Iowa March 2011 - May 2012
Skills
Personal Training, Sports Management, Event Planning, Sports, Football, Customer Service, Public Speaking, Teamwork, PowerPoint, Photoshop, Microsoft Word, Microsoft Excel, Social Media, Management, Facebook, Athletic Training, Time Management, Microsoft Office
Education
The Citadel 2014 — 2017
Master of Business Administration (MBA)
University of Iowa 2010 — 2013
Bachelor of Science (B.S.), Recreation and Sport Business
Ryan Glover, CFP Ryan Glover, CFP's Scottrade Experience 2001 - 2006
Job Chief Investment Officer at Tarheel Advisors, LLC
Industry Financial Services
Experience
Tarheel Advisors, LLC January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade 2001 - 2006
Skills
Certified Financial..., Registered Investment..., Real Estate License, Life Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Economics, Finance
The American College 2007 — 2008
CFP, Certified Financial Planner
Tarheel Advisors, LLC January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade 2001 - 2006
Skills
Certified Financial..., Registered Investment..., Real Estate License, Life Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Economics, Finance
The American College 2007 — 2008
CFP, Certified Financial Planner
Chris Streit's Scottrade Experience June 2006 - August 2009
Job Talent Academy Facilitator Manager at Futurestep, A Korn Ferry Company
Industry Staffing and Recruiting
Experience
Futurestep, A Korn Ferry Company March 2015 - Present
Dale Carnegie Training December 2014 - March 2015
Dale Carnegie Training January 2014 - December 2014
Ryan October 2012 - January 2014
Consolidated Electrical Distributors November 2011 - October 2012
Ryan August 2009 - November 2011
Scottrade June 2006 - August 2009
Skills
Training, Employee Training, Team Building, Training Delivery, Access, Coaching, Organizational..., CRM, Customer Service, Finance, Public Speaking, Onboarding, Talent Management, Auditing, Employee Relations, Internal Audit, Business Process..., Presentations, Performance Management, Facilitators, DDI Certified..., Employee Engagement
Education
University of North Texas 2007 — 2009
Master of Business Administration (MBA), Finance, General
The University of Texas at Arlington 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business
Futurestep, A Korn Ferry Company March 2015 - Present
Dale Carnegie Training December 2014 - March 2015
Dale Carnegie Training January 2014 - December 2014
Ryan October 2012 - January 2014
Consolidated Electrical Distributors November 2011 - October 2012
Ryan August 2009 - November 2011
Scottrade June 2006 - August 2009
Skills
Training, Employee Training, Team Building, Training Delivery, Access, Coaching, Organizational..., CRM, Customer Service, Finance, Public Speaking, Onboarding, Talent Management, Auditing, Employee Relations, Internal Audit, Business Process..., Presentations, Performance Management, Facilitators, DDI Certified..., Employee Engagement
Education
University of North Texas 2007 — 2009
Master of Business Administration (MBA), Finance, General
The University of Texas at Arlington 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business
Michael Tam Michael Tam's Scottrade Experience January 2009 - August 2009
Job Consultant at Protiviti
Industry Financial Services
Experience
Protiviti April 2014 - Present
Union Bank December 2012 - April 2014
Union Bank July 2011 - January 2013
Union Bank April 2012 - May 2012
Toyota June 2010 - June 2011
Scottrade January 2009 - August 2009
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Forecasting, Risk Management, Account Reconciliation, Banking, Process Improvement, Microsoft Word, Economics, Leadership, Accounting, Project Management
Education
University of California, Irvine 2006 — 2010
B.A., Economics; Management
The University of Hong Kong 2009 — 2009
N/A, International Business
Protiviti April 2014 - Present
Union Bank December 2012 - April 2014
Union Bank July 2011 - January 2013
Union Bank April 2012 - May 2012
Toyota June 2010 - June 2011
Scottrade January 2009 - August 2009
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Forecasting, Risk Management, Account Reconciliation, Banking, Process Improvement, Microsoft Word, Economics, Leadership, Accounting, Project Management
Education
University of California, Irvine 2006 — 2010
B.A., Economics; Management
The University of Hong Kong 2009 — 2009
N/A, International Business
Jeffrey Prelle's Scottrade Experience April 2014 - Present
Job Risk Management, Model Development, and Stress Testing
Industry Financial Services
Experience
Scottrade April 2014 - Present
State Farm Bank October 2012 - April 2014
Moody's Analytics January 2011 - October 2012
University of Connecticut August 2007 - January 2011
Grant Thornton December 2005 - July 2007
Skills
SAS, Statistics, Econometrics, Variance Analysis, Financial Analysis, Financial Accounting, Valuation, Management Accounting, Compustat, Business Analysis, Stata, Sarbanes-Oxley, Financial Modeling, Quantitative Analytics, Risk Management, Financial Risk, Analytics, Forecasting, Internal Audit, Auditing, Accounting, Capital Markets, Corporate Finance, Enterprise Risk..., Credit Risk, Stress Testing, Finance, VBA, Portfolio Management, Internal Controls, Economics, Statistical Modeling, Market Risk, Predictive Modeling, Sarbanes-Oxley Act, Quantitative Finance, Credit, Time Series Analysis, Predictive Analytics, Management Consulting, Managerial Finance, Operational Risk..., ALM, Eviews, Relationship Management, Strategy, Banking, Operational Risk, Investments, Financial Reporting
Education
The University of Connecticut School of Business 2009 — 2010
MBA, Finance
The Pennsylvania State University - University Park Campus 2002 — 2005
Bachelor of Science, Accounting
Scottrade April 2014 - Present
State Farm Bank October 2012 - April 2014
Moody's Analytics January 2011 - October 2012
University of Connecticut August 2007 - January 2011
Grant Thornton December 2005 - July 2007
Skills
SAS, Statistics, Econometrics, Variance Analysis, Financial Analysis, Financial Accounting, Valuation, Management Accounting, Compustat, Business Analysis, Stata, Sarbanes-Oxley, Financial Modeling, Quantitative Analytics, Risk Management, Financial Risk, Analytics, Forecasting, Internal Audit, Auditing, Accounting, Capital Markets, Corporate Finance, Enterprise Risk..., Credit Risk, Stress Testing, Finance, VBA, Portfolio Management, Internal Controls, Economics, Statistical Modeling, Market Risk, Predictive Modeling, Sarbanes-Oxley Act, Quantitative Finance, Credit, Time Series Analysis, Predictive Analytics, Management Consulting, Managerial Finance, Operational Risk..., ALM, Eviews, Relationship Management, Strategy, Banking, Operational Risk, Investments, Financial Reporting
Education
The University of Connecticut School of Business 2009 — 2010
MBA, Finance
The Pennsylvania State University - University Park Campus 2002 — 2005
Bachelor of Science, Accounting
Eric Rodriguez, CFP®'s Scottrade Experience 2000 - 2001
Job CEO & Founder Rodriguez Wealth Management, Inc.
Industry Insurance
Experience
Rodriguez Wealth Management, Inc. January 2003 - Present
Rodriguez Wealth Management DBA Eric Rodriguez Inc January 2001 - January 2003
Scottrade 2000 - 2001
Northwestern Mutual 1999 - 2000
Skills
Retirement Planning, Wealth Management..., Income for Life, Life Insurance Planning, Entrepreneurship, Life Insurance, Investments, Marketing, Public Speaking, Marketing Strategy, Microsoft Excel, Customer Service
Education
Univ. of South Florida 1995 — 2000
B.S., Finance
The American College
CFP
Rodriguez Wealth Management, Inc. January 2003 - Present
Rodriguez Wealth Management DBA Eric Rodriguez Inc January 2001 - January 2003
Scottrade 2000 - 2001
Northwestern Mutual 1999 - 2000
Skills
Retirement Planning, Wealth Management..., Income for Life, Life Insurance Planning, Entrepreneurship, Life Insurance, Investments, Marketing, Public Speaking, Marketing Strategy, Microsoft Excel, Customer Service
Education
Univ. of South Florida 1995 — 2000
B.S., Finance
The American College
CFP
Abhay Nair's Scottrade Experience July 2010 - Present
Job
Industry Financial Services
Experience
Scottrade July 2010 - Present
Deutsche Bank May 2008 - July 2008
Education
Temple University - Fox School of Business and Management 2005 — 2010
BBA, Finance and Real Estate
Scottrade July 2010 - Present
Deutsche Bank May 2008 - July 2008
Education
Temple University - Fox School of Business and Management 2005 — 2010
BBA, Finance and Real Estate
Carmine Pecorale Carmine Pecorale's Scottrade Experience September 2013 - May 2015
Job Equity Trader at T3 Trading Group, LLC
Industry Financial Services
Experience
T3 Trading Group, LLC August 2015 - Present
Scottrade September 2013 - May 2015
OCSOA September 2013 - May 2015
Enterprise Rent-A-Car May 2013 - September 2013
Planet Wings September 2009 - September 2010
Skills
Series 7, Equity Research, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Accounting, Microsoft Office, Presentations, PowerPoint
Education
University at Albany 2012 — 2015
Financial Analyst Honors Program, Business
SUNY Orange 2010 — 2012
T3 Trading Group, LLC August 2015 - Present
Scottrade September 2013 - May 2015
OCSOA September 2013 - May 2015
Enterprise Rent-A-Car May 2013 - September 2013
Planet Wings September 2009 - September 2010
Skills
Series 7, Equity Research, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Accounting, Microsoft Office, Presentations, PowerPoint
Education
University at Albany 2012 — 2015
Financial Analyst Honors Program, Business
SUNY Orange 2010 — 2012
Chad Klemens Chad Klemens's Scottrade Experience January 2005 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2005 - Present
Scottrade Inc. December 1999 - December 2004
Scottsdale Securities Inc. October 1998 - December 1999
Skills
Series 7, Series 63, Series 24, Financial Services, Options, Banking, Mutual Funds, Securities, Investments, Fixed Income, ETFs, IRAs, Stocks, Portfolio Management, Uniform Combined State..., Bonds, FINRA, Equities
Education
The University of Akron 1995 — 1999
Bachelor of Business Administration (BBA), Corporate Finance
Scottrade January 2005 - Present
Scottrade Inc. December 1999 - December 2004
Scottsdale Securities Inc. October 1998 - December 1999
Skills
Series 7, Series 63, Series 24, Financial Services, Options, Banking, Mutual Funds, Securities, Investments, Fixed Income, ETFs, IRAs, Stocks, Portfolio Management, Uniform Combined State..., Bonds, FINRA, Equities
Education
The University of Akron 1995 — 1999
Bachelor of Business Administration (BBA), Corporate Finance
Devon Lui Devon Lui's Scottrade Experience January 2005 - May 2005
Job International Partner Development at Facebook
Industry Marketing and Advertising
Experience
Facebook April 2014 - Present
eBay Inc July 2013 - April 2014
University of Michigan Ross School of Business August 2011 - May 2013
American Express June 2012 - August 2012
Gravity.com April 2012 - June 2012
Magneti Marelli S.p.A. March 2012 - April 2012
Google October 2010 - August 2011
Google August 2006 - October 2010
CDMS / Open Air MRI Centers October 2005 - March 2006
Scottrade January 2005 - May 2005
Skills
Product Launch, Marketing, Strategy, Cross-functional Team..., Marketing Strategy, Strategic Partnerships, Business Development, Lead Generation, Account Management, Business Planning, Management, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration, Marketing & Strategy
University of California, San Diego 2001 — 2006
Bachelor of Science & Bachelor of Arts, Management Science and Psychology
The University of Hong Kong 2004 — 2004
Business and Psychology
Facebook April 2014 - Present
eBay Inc July 2013 - April 2014
University of Michigan Ross School of Business August 2011 - May 2013
American Express June 2012 - August 2012
Gravity.com April 2012 - June 2012
Magneti Marelli S.p.A. March 2012 - April 2012
Google October 2010 - August 2011
Google August 2006 - October 2010
CDMS / Open Air MRI Centers October 2005 - March 2006
Scottrade January 2005 - May 2005
Skills
Product Launch, Marketing, Strategy, Cross-functional Team..., Marketing Strategy, Strategic Partnerships, Business Development, Lead Generation, Account Management, Business Planning, Management, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration, Marketing & Strategy
University of California, San Diego 2001 — 2006
Bachelor of Science & Bachelor of Arts, Management Science and Psychology
The University of Hong Kong 2004 — 2004
Business and Psychology
Maurice Kimes's Scottrade Experience May 2011 - Present
Job Development and training
Industry Financial Services
Experience
Scottrade May 2011 - Present
Harris Teeter October 2010 - Present
Tennessee State University September 2009 - May 2010
Deborah Maxwell Catering May 2009 - August 2009
Follett Bookstore August 2008 - October 2008
JC Penney October 2006 - January 2007
Education
Tennessee State University 2008 — 2012
BBA, Economics and Finance
Scottrade May 2011 - Present
Harris Teeter October 2010 - Present
Tennessee State University September 2009 - May 2010
Deborah Maxwell Catering May 2009 - August 2009
Follett Bookstore August 2008 - October 2008
JC Penney October 2006 - January 2007
Education
Tennessee State University 2008 — 2012
BBA, Economics and Finance
GREG SEASHORE GREG SEASHORE's Scottrade Experience June 2010 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade June 2010 - Present
US Census Bureau February 2009 - May 2010
Financial Services Professional April 1995 - September 2008
Skills
Series 63, Series 7, Securities, Mutual Funds, Options, Investments, Retirement Planning, Fixed Annuities, Retirement, Bonds, Equities, Series 24, FINRA
Education
The University of Texas at Austin
BS, COMMUNICATIONS
Scottrade June 2010 - Present
US Census Bureau February 2009 - May 2010
Financial Services Professional April 1995 - September 2008
Skills
Series 63, Series 7, Securities, Mutual Funds, Options, Investments, Retirement Planning, Fixed Annuities, Retirement, Bonds, Equities, Series 24, FINRA
Education
The University of Texas at Austin
BS, COMMUNICATIONS
Sheil Naik's Scottrade Experience January 2007 - December 2007
Job Global Data Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2013 - Present
Bloomberg March 2012 - July 2013
Bloomberg December 2010 - March 2012
Bloomberg June 2009 - December 2010
The College of New Jersey August 2008 - May 2009
Bloomberg June 2008 - August 2008
Scottrade January 2007 - December 2007
Skills
Bloomberg, Equities, Microsoft Excel, Excel VBA, VBA, Bloomberg Terminal, Financial Markets, 529 Plans, Defined Contribution..., Microsoft Windows, HTML, CSS, Financial Analysis, Investments, Fixed Income
Education
The College of New Jersey 2005 — 2009
Bachelor of Science, Business Administration (Finance)
Bloomberg LP July 2013 - Present
Bloomberg March 2012 - July 2013
Bloomberg December 2010 - March 2012
Bloomberg June 2009 - December 2010
The College of New Jersey August 2008 - May 2009
Bloomberg June 2008 - August 2008
Scottrade January 2007 - December 2007
Skills
Bloomberg, Equities, Microsoft Excel, Excel VBA, VBA, Bloomberg Terminal, Financial Markets, 529 Plans, Defined Contribution..., Microsoft Windows, HTML, CSS, Financial Analysis, Investments, Fixed Income
Education
The College of New Jersey 2005 — 2009
Bachelor of Science, Business Administration (Finance)
Bradly Fletchall Bradly Fletchall's Scottrade Experience July 2014 - Present
Job IS Virtualization Manager at Scottrade
Industry Information Technology and Services
Experience
Lindenwood University June 2015 - Present
Scottrade July 2014 - Present
Scottrade February 2011 - July 2014
Scottrade June 2009 - February 2011
Scottrade June 2008 - June 2009
LammTech September 2007 - June 2008
LammTech November 2001 - September 2007
Skills
VMware ESX, VMware Lab Manager, Windows Server 2003, vSphere, VMware, VMware Infrastructure, vCenter, Windows Server, Virtualization, Team Leadership, Account Management, Customer Relations, IT Strategy, Vendor Relations, Customer Service, Data Center, Disaster Recovery, Cloud Computing, IT Operations, Networking, Active Directory, DNS, System Administration, Troubleshooting, Servers, Hardware, Windows, Infrastructure, Agile Methodologies, ITIL, IT Service Management, High Availability
Education
Webster University 2009 — 2013
MBA, Information Technology Management
University of Central Missouri 2003 — 2006
BS, Intranetworking and Internetworking
State Fair Community College 2000 — 2003
Computer Network Administration
Lindenwood University June 2015 - Present
Scottrade July 2014 - Present
Scottrade February 2011 - July 2014
Scottrade June 2009 - February 2011
Scottrade June 2008 - June 2009
LammTech September 2007 - June 2008
LammTech November 2001 - September 2007
Skills
VMware ESX, VMware Lab Manager, Windows Server 2003, vSphere, VMware, VMware Infrastructure, vCenter, Windows Server, Virtualization, Team Leadership, Account Management, Customer Relations, IT Strategy, Vendor Relations, Customer Service, Data Center, Disaster Recovery, Cloud Computing, IT Operations, Networking, Active Directory, DNS, System Administration, Troubleshooting, Servers, Hardware, Windows, Infrastructure, Agile Methodologies, ITIL, IT Service Management, High Availability
Education
Webster University 2009 — 2013
MBA, Information Technology Management
University of Central Missouri 2003 — 2006
BS, Intranetworking and Internetworking
State Fair Community College 2000 — 2003
Computer Network Administration
Saad Chaudhry Saad Chaudhry's Scottrade Experience June 2009 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade June 2009 - Present
Education
The George Washington University - School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
George Mason University - School of Business
BS, Finance & Management, 3.4
Scottrade June 2009 - Present
Education
The George Washington University - School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
George Mason University - School of Business
BS, Finance & Management, 3.4
Justin Little Justin Little's Scottrade Experience April 2015 - Present
Job Options Trading & Clearing Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Scottrade October 2014 - April 2015
Scottrade May 2013 - October 2014
Scottrade March 2010 - May 2013
The Home Depot March 2007 - May 2010
Skills
Self-motivated..., Series 7, Options, Trading, Licensing, Asset, Mergers & Acquisitions, Asset Allocation, Financial Risk, Fast Learner, Travel, Securities, Mutual Funds, Series 63, Stocks, Bloomberg, Uniform Combined State..., FINRA, Investment Strategies, Bloomberg Terminal, Equity Research, Derivatives, Technical Analysis, ETFs, Economics, Stock Market, Equities, Equity Trading, Portfolio Management, MSC.Patran, Microsoft Excel, PowerPoint, Presentations, Seminars
Education
The Ohio State University 2007 — 2011
Bachelors of Arts, Economics
Scottrade April 2015 - Present
Scottrade October 2014 - April 2015
Scottrade May 2013 - October 2014
Scottrade March 2010 - May 2013
The Home Depot March 2007 - May 2010
Skills
Self-motivated..., Series 7, Options, Trading, Licensing, Asset, Mergers & Acquisitions, Asset Allocation, Financial Risk, Fast Learner, Travel, Securities, Mutual Funds, Series 63, Stocks, Bloomberg, Uniform Combined State..., FINRA, Investment Strategies, Bloomberg Terminal, Equity Research, Derivatives, Technical Analysis, ETFs, Economics, Stock Market, Equities, Equity Trading, Portfolio Management, MSC.Patran, Microsoft Excel, PowerPoint, Presentations, Seminars
Education
The Ohio State University 2007 — 2011
Bachelors of Arts, Economics
Sarah Schwettman, PMP Sarah Schwettman, PMP's Scottrade Experience November 2006 - October 2007
Job Senior Consultant at Gartner
Industry Management Consulting
Experience
Gartner November 2014 - Present
Client Solution Architects March 2014 - November 2014
US Department of Homeland Security January 2012 - March 2014
RGS Associates Inc. July 2010 - January 2012
ProFund Advisors LLC October 2007 - July 2010
Scottrade November 2006 - October 2007
JPMorgan Chase June 2005 - November 2006
Skills
Strategic Planning, Analysis, Performance Measurement, Knowledge Management, Financial Analysis, Project Management, Portfolio Management, Investments, Project Planning, Business Analysis, Business Strategy, Research, Strategy, Program Management, Proposal Writing, Management, Business Process..., CRM, International Relations, Government, Customer Service, Budgets, Event Management, Human Resources, Policy, Change Management, Training, Leadership, SharePoint, Business Process, Performance Management, Data Analysis
Education
International Language Institute 2009 — 2009
Farsi
The Ohio State University 2001 — 2005
Bachelor of Science, Textiles & Business Management
Gartner November 2014 - Present
Client Solution Architects March 2014 - November 2014
US Department of Homeland Security January 2012 - March 2014
RGS Associates Inc. July 2010 - January 2012
ProFund Advisors LLC October 2007 - July 2010
Scottrade November 2006 - October 2007
JPMorgan Chase June 2005 - November 2006
Skills
Strategic Planning, Analysis, Performance Measurement, Knowledge Management, Financial Analysis, Project Management, Portfolio Management, Investments, Project Planning, Business Analysis, Business Strategy, Research, Strategy, Program Management, Proposal Writing, Management, Business Process..., CRM, International Relations, Government, Customer Service, Budgets, Event Management, Human Resources, Policy, Change Management, Training, Leadership, SharePoint, Business Process, Performance Management, Data Analysis
Education
International Language Institute 2009 — 2009
Farsi
The Ohio State University 2001 — 2005
Bachelor of Science, Textiles & Business Management
Hillary Gallagher's Scottrade Experience June 2012 - May 2013
Job Administrative Fellow at University of Michigan Health System
Industry Hospital & Health Care
Experience
University of Michigan Health System July 2015 - Present
The Ohio State University Wexner Medical Center August 2014 - May 2015
The Ohio State University Wexner Medical Center January 2014 - September 2014
University of Chicago Medicine May 2014 - August 2014
Scottrade June 2012 - May 2013
Skills
PowerPoint
Education
The Ohio State University 2013 — 2015
Master's Degree, Master of Health Administration, Health Services Administration
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Finance
University of Michigan Health System July 2015 - Present
The Ohio State University Wexner Medical Center August 2014 - May 2015
The Ohio State University Wexner Medical Center January 2014 - September 2014
University of Chicago Medicine May 2014 - August 2014
Scottrade June 2012 - May 2013
Skills
PowerPoint
Education
The Ohio State University 2013 — 2015
Master's Degree, Master of Health Administration, Health Services Administration
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Finance
Greg Gaglione's Scottrade Experience January 2014 - May 2014
Job Assistant Loan Administrator at Hamilton Equity Group
Industry
Experience
Hamilton Equity Group May 2014 - Present
Leonardi's Pizzeria, Inc. 2009 - May 2015
Scottrade January 2014 - May 2014
Reinhart Enterprises Landscape and Lawn Care 2012 - September 2013
Skills
Teamwork, Research, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Social Media, English, Data Entry
Education
SUNY Buffalo Law School 2015 — 2018
Juris Doctor
University at Buffalo 2011 — 2015
Bachelor's degree, Major: Economics Minor: Business Management, Finance Concentration, 3.95/4.0
Hamilton Equity Group May 2014 - Present
Leonardi's Pizzeria, Inc. 2009 - May 2015
Scottrade January 2014 - May 2014
Reinhart Enterprises Landscape and Lawn Care 2012 - September 2013
Skills
Teamwork, Research, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Social Media, English, Data Entry
Education
SUNY Buffalo Law School 2015 — 2018
Juris Doctor
University at Buffalo 2011 — 2015
Bachelor's degree, Major: Economics Minor: Business Management, Finance Concentration, 3.95/4.0
Odai Abdellatif Odai Abdellatif's Scottrade Experience October 2013 - Present
Job at
Industry Financial Services
Experience
Scottrade October 2013 - Present
Scottrade June 2013 - October 2013
Scottrade August 2011 - June 2013
LA Fitness August 2009 - August 2011
Blockbuster June 2008 - August 2009
Skills
Finance, Customer Service, Teamwork, Telephone Reception, Stock Market, Stocks, Investments, Training, Spreadsheets, Personal Finance, Mutual Funds, Microsoft Excel, Economics, Financial Analysis, Brokerage, Analysis, Accounting, Invoicing, Series 7, Series 63, Bonds, Securities, Banking, Equities, Portfolio Management, Strategic Financial..., Valuation, Financial Modeling
Education
University of North Texas 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Scottrade October 2013 - Present
Scottrade June 2013 - October 2013
Scottrade August 2011 - June 2013
LA Fitness August 2009 - August 2011
Blockbuster June 2008 - August 2009
Skills
Finance, Customer Service, Teamwork, Telephone Reception, Stock Market, Stocks, Investments, Training, Spreadsheets, Personal Finance, Mutual Funds, Microsoft Excel, Economics, Financial Analysis, Brokerage, Analysis, Accounting, Invoicing, Series 7, Series 63, Bonds, Securities, Banking, Equities, Portfolio Management, Strategic Financial..., Valuation, Financial Modeling
Education
University of North Texas 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Derek Adnams's Scottrade Experience April 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Adam Gough Adam Gough's Scottrade Experience August 2011 - August 2012
Job Portfolio Manager at Lancaster Pollard
Industry Investment Management
Experience
Lancaster Pollard April 2015 - Present
Lancaster Pollard May 2013 - April 2015
The Ohio State University January 2013 - May 2013
Nationwide Insurance January 2013 - April 2013
Scottrade August 2011 - August 2012
Skills
Customer Service, Microsoft Office, Time Management, Phone Skills, Financial Modeling, Sensitivity Analysis, Risk Management, Equity Research, Investments, Finance, Mergers & Acquisitions
Education
The Ohio State University 2012 — 2013
Specialized Masters of Finance, Finance, 3.70
Wright State University 2008 — 2012
Bachelors of Science in Business Administration, Finance
Lancaster Pollard April 2015 - Present
Lancaster Pollard May 2013 - April 2015
The Ohio State University January 2013 - May 2013
Nationwide Insurance January 2013 - April 2013
Scottrade August 2011 - August 2012
Skills
Customer Service, Microsoft Office, Time Management, Phone Skills, Financial Modeling, Sensitivity Analysis, Risk Management, Equity Research, Investments, Finance, Mergers & Acquisitions
Education
The Ohio State University 2012 — 2013
Specialized Masters of Finance, Finance, 3.70
Wright State University 2008 — 2012
Bachelors of Science in Business Administration, Finance
Anthony J. Raieta's Scottrade Experience December 2006 - August 2007
Job Sr. Analyst, Proposals at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2014 - Present
Unum April 2011 - December 2013
Lincoln Financial Group July 2010 - April 2011
Lincoln Financial Group August 2008 - April 2011
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
TD Bank June 2007 - August 2008
Temple University Small Business Development Center January 2008 - May 2008
Scottrade December 2006 - August 2007
Skills
Financial Services, Financial Analysis, Business Development, Financial Modeling, Account Management, Negotiation, Consultative Approach, Series 7, Life & Health Insurance..., Investments, Relationship Management, Asset Management, Sales, Business Analysis
Education
Temple University
Bachelor of Business Administration (BBA), Finance & International Business
Norristown Area High School
Nationwide Financial January 2014 - Present
Unum April 2011 - December 2013
Lincoln Financial Group July 2010 - April 2011
Lincoln Financial Group August 2008 - April 2011
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
TD Bank June 2007 - August 2008
Temple University Small Business Development Center January 2008 - May 2008
Scottrade December 2006 - August 2007
Skills
Financial Services, Financial Analysis, Business Development, Financial Modeling, Account Management, Negotiation, Consultative Approach, Series 7, Life & Health Insurance..., Investments, Relationship Management, Asset Management, Sales, Business Analysis
Education
Temple University
Bachelor of Business Administration (BBA), Finance & International Business
Norristown Area High School
Appan Kharabanda Appan Kharabanda's Scottrade Experience March 2008 - December 2008
Job Business Operations Analyst at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage Mortgage UnderwriterBank of AmericaSeptember 2009 - April 2014
Bank of America April 2009 - September 2009
Aavena Consulting April 2007 - March 2009
Scottrade March 2008 - December 2008
Skills
Loans, Mortgage Lending, Underwriting, Banking, Risk Management, Refinance, Analysis, Credit, Credit Analysis, Finance, Loan Origination, Investments, Mortgage Banking, Loss Mitigation, FHA, Financial Modeling, Securities, Residential Mortgages, Microsoft SQL Server
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration, Finance
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Finance, General
Nationstar Mortgage Mortgage UnderwriterBank of AmericaSeptember 2009 - April 2014
Bank of America April 2009 - September 2009
Aavena Consulting April 2007 - March 2009
Scottrade March 2008 - December 2008
Skills
Loans, Mortgage Lending, Underwriting, Banking, Risk Management, Refinance, Analysis, Credit, Credit Analysis, Finance, Loan Origination, Investments, Mortgage Banking, Loss Mitigation, FHA, Financial Modeling, Securities, Residential Mortgages, Microsoft SQL Server
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration, Finance
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Finance, General
Jake Ferenci Jake Ferenci's Scottrade Experience June 2013 - October 2014
Job Finance Graduate of The College of New Jersey
Industry Financial Services
Experience
Scottrade June 2013 - October 2014
Skills
Microsoft Excel, Customer Service, Writing, Financial Services
Education
The College of New Jersey 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Scottrade June 2013 - October 2014
Skills
Microsoft Excel, Customer Service, Writing, Financial Services
Education
The College of New Jersey 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Charlie Anglin Charlie Anglin's Scottrade Experience April 2014 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
TD Ameritrade November 2011 - April 2014
JPMorgan Chase & Co. September 2008 - October 2011
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Securities, Portfolio Management, Investment Advisory, Investments, Financial Services, Retirement, ETFs, Equities, Investment Strategies, Financial Advisory, Asset Management, Management, Banking
Education
Texas A&M University 2003 — 2007
Bachelor's degree, Economics
Scottrade April 2014 - Present
TD Ameritrade November 2011 - April 2014
JPMorgan Chase & Co. September 2008 - October 2011
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Securities, Portfolio Management, Investment Advisory, Investments, Financial Services, Retirement, ETFs, Equities, Investment Strategies, Financial Advisory, Asset Management, Management, Banking
Education
Texas A&M University 2003 — 2007
Bachelor's degree, Economics
Natasha Ludwig Natasha Ludwig's Scottrade Experience April 2014 - Present
Job Senior Paid Search Analyst at Scottrade
Industry Marketing and Advertising
Experience
Scottrade April 2014 - Present
Scottrade October 2011 - April 2014
Miller Music February 2006 - November 2012
MediaCom July 2010 - October 2011
Mediacom (a GroupM Company) 2008 - 2010
GroupM Search 2008 - 2010
Cornerstone America, St Louis, MO May 2004 - May 2006
Army/Air Force Exchange Services July 2001 - May 2004
Skills
Local Search, Mobile Search, Search, SEM, Social Media Marketing, Marketing, PPC, Management, Sales, Facebook, Campaign Management, MSN AdCenter, Search Advertising, Digital Strategy, Advertising, Online Marketing, Analysis, Google Adwords, Mobile Devices, Google Analytics, Mobile Marketing, Omniture
Education
Texas A&M University - Mays Business School 1997 — 2001
Bachelor of Business Administration, Marketing
Scottrade April 2014 - Present
Scottrade October 2011 - April 2014
Miller Music February 2006 - November 2012
MediaCom July 2010 - October 2011
Mediacom (a GroupM Company) 2008 - 2010
GroupM Search 2008 - 2010
Cornerstone America, St Louis, MO May 2004 - May 2006
Army/Air Force Exchange Services July 2001 - May 2004
Skills
Local Search, Mobile Search, Search, SEM, Social Media Marketing, Marketing, PPC, Management, Sales, Facebook, Campaign Management, MSN AdCenter, Search Advertising, Digital Strategy, Advertising, Online Marketing, Analysis, Google Adwords, Mobile Devices, Google Analytics, Mobile Marketing, Omniture
Education
Texas A&M University - Mays Business School 1997 — 2001
Bachelor of Business Administration, Marketing
Brent Amstead Brent Amstead's Scottrade Experience 2004 - April 2006
Job Digital Channel Manager
Industry Financial Services
Experience
USAA September 2014 - Present
USAA January 2014 - Present
USAA November 2011 - January 2014
USAA May 2009 - November 2011
USAA April 2006 - May 2009
Scottrade 2004 - April 2006
Texas A&M University-Corpus Christi 2002 - 2003
Skills
Strategic Financial..., Sales, Management, Team Building, Internal Controls, Leadership, Investments, Strategy, Process Improvement, Mutual Funds, Microsoft Excel, Analysis, Budgets, Accounting, Securities, Financial Analysis, Banking, Series 63, Series 7, Financial Services, Financial Reporting, Wealth Management, Financial Modeling, Strategic Planning, Insurance, Customer Service, Retirement Planning, Change Management, Asset Management, Forecasting, Microsoft Office, Business Strategy, Account Management
Education
University of Houston-Victoria 2009 — 2013
Masters Business Administration, Finance
Texas A&M University-Corpus Christi 2000 — 2004
Bachelor of Business, Finance
Texas A&M University-Corpus Christi 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General, 3.33
USAA September 2014 - Present
USAA January 2014 - Present
USAA November 2011 - January 2014
USAA May 2009 - November 2011
USAA April 2006 - May 2009
Scottrade 2004 - April 2006
Texas A&M University-Corpus Christi 2002 - 2003
Skills
Strategic Financial..., Sales, Management, Team Building, Internal Controls, Leadership, Investments, Strategy, Process Improvement, Mutual Funds, Microsoft Excel, Analysis, Budgets, Accounting, Securities, Financial Analysis, Banking, Series 63, Series 7, Financial Services, Financial Reporting, Wealth Management, Financial Modeling, Strategic Planning, Insurance, Customer Service, Retirement Planning, Change Management, Asset Management, Forecasting, Microsoft Office, Business Strategy, Account Management
Education
University of Houston-Victoria 2009 — 2013
Masters Business Administration, Finance
Texas A&M University-Corpus Christi 2000 — 2004
Bachelor of Business, Finance
Texas A&M University-Corpus Christi 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General, 3.33
Jennifer Macneil Jennifer Macneil's Scottrade Experience April 2012 - February 2014
Job Senior Consultant Business Analyst at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions February 2014 - Present
Scottrade April 2012 - February 2014
Duncan Solutions July 2010 - April 2012
The Johns Hopkins University Applied Physics Laboratory April 2001 - March 2005
Saint Louis University - Division of Neurosurgery June 1998 - December 2000
Skills
Technical Writing, Visio, SQL, C++, SDLC, SharePoint, Project Management, Integration, Testing, Unix, Process Improvement, Microsoft Office, Program Management, Requirements Analysis, Windows, Microsoft Excel, Software Documentation, Data Analysis
Education
The Johns Hopkins University 2002 — 2005
M.S., Biomedical Engineering
Washington University in St. Louis 1998 — 2000
B.S., Computer Science
University of Missouri-Rolla
Daugherty Business Solutions February 2014 - Present
Scottrade April 2012 - February 2014
Duncan Solutions July 2010 - April 2012
The Johns Hopkins University Applied Physics Laboratory April 2001 - March 2005
Saint Louis University - Division of Neurosurgery June 1998 - December 2000
Skills
Technical Writing, Visio, SQL, C++, SDLC, SharePoint, Project Management, Integration, Testing, Unix, Process Improvement, Microsoft Office, Program Management, Requirements Analysis, Windows, Microsoft Excel, Software Documentation, Data Analysis
Education
The Johns Hopkins University 2002 — 2005
M.S., Biomedical Engineering
Washington University in St. Louis 1998 — 2000
B.S., Computer Science
University of Missouri-Rolla
Molly Ingeman, MBA Molly Ingeman, MBA's Scottrade Experience September 2009 - May 2010
Job Credit Analyst
Industry Banking
Experience
United Bankers' Bank April 2015 - Present
US Bank December 2012 - March 2015
Crookston National Bank June 2009 - December 2012
University of North Dakota August 2011 - May 2012
Alerus Financial October 2010 - May 2012
Crookston National Bank June 2004 - September 2010
Crookston National Bank June 2004 - September 2010
Scottrade September 2009 - May 2010
Skills
Loans, Critical Thinking, Customer Service, Research, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Appraisal Skills, Agricultural Lending, Commercial Lending, Teller Operations, Money Market, Money Management, Anti Money Laundering, Risk Assessment, Risk Analysis, Outlook, Management, Banking, Credit, Commercial Banking, Budgets, Human Resources, Finance, Analysis, Financial Analysis, Time Management
Education
The University of North Dakota 2010 — 2012
Masters, Business Administration
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science, Economics; Finance
United Bankers' Bank April 2015 - Present
US Bank December 2012 - March 2015
Crookston National Bank June 2009 - December 2012
University of North Dakota August 2011 - May 2012
Alerus Financial October 2010 - May 2012
Crookston National Bank June 2004 - September 2010
Crookston National Bank June 2004 - September 2010
Scottrade September 2009 - May 2010
Skills
Loans, Critical Thinking, Customer Service, Research, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Appraisal Skills, Agricultural Lending, Commercial Lending, Teller Operations, Money Market, Money Management, Anti Money Laundering, Risk Assessment, Risk Analysis, Outlook, Management, Banking, Credit, Commercial Banking, Budgets, Human Resources, Finance, Analysis, Financial Analysis, Time Management
Education
The University of North Dakota 2010 — 2012
Masters, Business Administration
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science, Economics; Finance
bob dylan bob dylan's Scottrade Experience July 2009 - Present
Job Investment Analyst at Scottrade
Industry Financial Services
Experience
Scottrade July 2009 - Present
Skills
Analytics, Account Reconciliation, Brand Management, Customer Service
Education
The University of Texas at Austin 2005 — 2009
Bachelor's degree, Accounting and Finance
Scottrade July 2009 - Present
Skills
Analytics, Account Reconciliation, Brand Management, Customer Service
Education
The University of Texas at Austin 2005 — 2009
Bachelor's degree, Accounting and Finance
Sean Quinlan Sean Quinlan's Scottrade Experience July 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade April 2013 - July 2013
Scottrade March 2013 - April 2013
Summit Financial Strategies, Inc. January 2012 - April 2012
DeShurko Investment Advisors June 2010 - September 2010
Carrabba's Italian Grill September 2005 - August 2007
Skills
Time Management, Microsoft Excel, Microsoft Office, Asset Management, Analysis, Research, Risk Management, Portfolio Management, PowerPoint, Strategic Financial..., Microsoft Word, Retirement Planning, Finance, Investments
Education
The Ohio State University
Bachelor of Science in Human Ecology, Consumer and Family Financial Services: Financial Planner Track
Scottrade July 2013 - Present
Scottrade April 2013 - July 2013
Scottrade March 2013 - April 2013
Summit Financial Strategies, Inc. January 2012 - April 2012
DeShurko Investment Advisors June 2010 - September 2010
Carrabba's Italian Grill September 2005 - August 2007
Skills
Time Management, Microsoft Excel, Microsoft Office, Asset Management, Analysis, Research, Risk Management, Portfolio Management, PowerPoint, Strategic Financial..., Microsoft Word, Retirement Planning, Finance, Investments
Education
The Ohio State University
Bachelor of Science in Human Ecology, Consumer and Family Financial Services: Financial Planner Track
David Tausch David Tausch's Scottrade Experience June 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade June 2014 - Present
The Bishoff Financial Group, Inc. September 2013 - April 2014
Advanced Technical Abrasives August 2010 - September 2013
Advanced Technical Abrasives September 2005 - August 2010
Skills
Time Management, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, Team Leadership, Microsoft Word, PowerPoint, Process Improvement, Project Management, Leadership, Team Building, Customer Satisfaction, Management, Inventory Management
Education
The University of Akron 2009 — 2013
Bachelor of Science (B.S.), Business, Management and Marketing
Westerville Central High School
Scottrade June 2014 - Present
The Bishoff Financial Group, Inc. September 2013 - April 2014
Advanced Technical Abrasives August 2010 - September 2013
Advanced Technical Abrasives September 2005 - August 2010
Skills
Time Management, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, Team Leadership, Microsoft Word, PowerPoint, Process Improvement, Project Management, Leadership, Team Building, Customer Satisfaction, Management, Inventory Management
Education
The University of Akron 2009 — 2013
Bachelor of Science (B.S.), Business, Management and Marketing
Westerville Central High School
Jordan Talasnik's Scottrade Experience May 2011 - August 2011
Job Underwriting Analyst at Arch Insurance Group
Industry Insurance
Experience
Talasnik Tennis January 2015 - Present
Arch Insurance Group October 2013 - Present
Procurian May 2013 - October 2013
Starr Companies June 2012 - January 2013
Scottrade May 2011 - August 2011
Skills
Capital IQ, Financial Markets, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Data Analysis, Corporate Finance, Access, Financial Reporting, Customer Service, Public Speaking, Financial Accounting, Management, Insurance
Education
Temple University - Fox School of Business and Management 2009 — 2013
BBA, Finance
Talasnik Tennis January 2015 - Present
Arch Insurance Group October 2013 - Present
Procurian May 2013 - October 2013
Starr Companies June 2012 - January 2013
Scottrade May 2011 - August 2011
Skills
Capital IQ, Financial Markets, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Data Analysis, Corporate Finance, Access, Financial Reporting, Customer Service, Public Speaking, Financial Accounting, Management, Insurance
Education
Temple University - Fox School of Business and Management 2009 — 2013
BBA, Finance
Emily McPherson Emily McPherson's Scottrade Experience May 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
Key Management Group March 2013 - December 2013
United Capital Financial Partners, Inc 2005 - February 2013
Carson Wealth Management 2004 - 2005
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Business Planning, Portfolio Management, Staff Management, Retirement, Investment Advisory, Project Management, Wealth Management, Mutual Funds, Investments, Operations Management, Financial Advisory, Wealth Management..., Asset Allocation, Series 7, Financial Planning
Education
Texas Tech University 1993 — 2000
BS, Personal Financial Planning
Scottrade May 2014 - Present
Key Management Group March 2013 - December 2013
United Capital Financial Partners, Inc 2005 - February 2013
Carson Wealth Management 2004 - 2005
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Business Planning, Portfolio Management, Staff Management, Retirement, Investment Advisory, Project Management, Wealth Management, Mutual Funds, Investments, Operations Management, Financial Advisory, Wealth Management..., Asset Allocation, Series 7, Financial Planning
Education
Texas Tech University 1993 — 2000
BS, Personal Financial Planning
Bianca Sauceda Bianca Sauceda's Scottrade Experience June 2009 - March 2013
Job SEO Specialist at iProspect
Industry Marketing and Advertising
Experience
iProspect March 2014 - Present
[Beat]en Senseless: A Documentary on Austin Beat Music Culture October 2011 - Present
Craig Paulson Photography November 2013 - March 2014
Werd Recording Enterprises June 2012 - August 2013
Scottrade June 2009 - March 2013
Fidelity Investments September 2007 - December 2008
Best Buy February 2006 - September 2007
Skills
Marketing Strategy, Social Media Marketing, Brand Awareness, Advertising, Media Buying, Customer Service, Online Advertising, Marketing Communications, Social Media, Film Production, Radio, Blogging, Media Planning, SEO, Series 6, Publicity, Marketing Management, 401k, Branding Initiatives, Creative Management, Independent Film, Brand Management, Finance, Production Budgeting, Crowdfunding, Campaigns, Live Events, Live Sound, Mutual Funds, 401k Rollovers, Facebook, Digital Marketing, Online Marketing, Google Analytics
Education
The University of Texas at Austin 2010 — 2013
Advertising, B.S., McCombs Texas Business Foundations Certificate
iProspect March 2014 - Present
[Beat]en Senseless: A Documentary on Austin Beat Music Culture October 2011 - Present
Craig Paulson Photography November 2013 - March 2014
Werd Recording Enterprises June 2012 - August 2013
Scottrade June 2009 - March 2013
Fidelity Investments September 2007 - December 2008
Best Buy February 2006 - September 2007
Skills
Marketing Strategy, Social Media Marketing, Brand Awareness, Advertising, Media Buying, Customer Service, Online Advertising, Marketing Communications, Social Media, Film Production, Radio, Blogging, Media Planning, SEO, Series 6, Publicity, Marketing Management, 401k, Branding Initiatives, Creative Management, Independent Film, Brand Management, Finance, Production Budgeting, Crowdfunding, Campaigns, Live Events, Live Sound, Mutual Funds, 401k Rollovers, Facebook, Digital Marketing, Online Marketing, Google Analytics
Education
The University of Texas at Austin 2010 — 2013
Advertising, B.S., McCombs Texas Business Foundations Certificate
Kristen Duke Kristen Duke's Scottrade Experience June 2011 - November 2012
Job Ph.D. Student, UC San Diego
Industry Higher Education
Experience
UCSD September 2013 - Present
The College of New Jersey August 2010 - January 2013
The College of New Jersey September 2010 - December 2012
Scottrade June 2011 - November 2012
The College of New Jersey September 2010 - December 2010
Education
UCSD Rady School of Management 2013 — 2018
Doctor of Philosophy (PhD), Marketing
The College of New Jersey 2009 — 2013
Bachelor of Arts, Economics and Psychology, Summa Cum Laude (3.94/4.0)
The American Business School of Paris 2011 — 2011
French Language and Culture, Economics, 3.92/4.0
Waldwick High School 2005 — 2009
HS Diploma, Salutatorian
UCSD September 2013 - Present
The College of New Jersey August 2010 - January 2013
The College of New Jersey September 2010 - December 2012
Scottrade June 2011 - November 2012
The College of New Jersey September 2010 - December 2010
Education
UCSD Rady School of Management 2013 — 2018
Doctor of Philosophy (PhD), Marketing
The College of New Jersey 2009 — 2013
Bachelor of Arts, Economics and Psychology, Summa Cum Laude (3.94/4.0)
The American Business School of Paris 2011 — 2011
French Language and Culture, Economics, 3.92/4.0
Waldwick High School 2005 — 2009
HS Diploma, Salutatorian
Alizabeth Pimentel's Scottrade Experience January 2014 - September 2014
Job Customer Service Associate at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
Liacouras Center September 2013 - June 2015
Scottrade January 2014 - September 2014
Vector Marketing May 2013 - August 2013
Skills
Windows 7, Windows Mobile, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Internet Explorer, Google Analytics, Google Docs, Google Maps, Google+, Google Earth, Spanish-English, Event Planning, Sales, Customer Service, Spanish, Time Management
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Liberty High School 2007 — 2011
Graduate
PNC June 2015 - Present
Liacouras Center September 2013 - June 2015
Scottrade January 2014 - September 2014
Vector Marketing May 2013 - August 2013
Skills
Windows 7, Windows Mobile, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Internet Explorer, Google Analytics, Google Docs, Google Maps, Google+, Google Earth, Spanish-English, Event Planning, Sales, Customer Service, Spanish, Time Management
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Liberty High School 2007 — 2011
Graduate
Gary Grewal's Scottrade Experience April 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
MassMutual Financial Group October 2010 - April 2014
Rocklin Unified School District March 2010 - November 2011
Best Buy Stores, Inc July 2008 - January 2009
Nicky Hakimi Periodontics and Dental Implants, Inc July 2008 - September 2008
Circuit City Stores July 2007 - January 2008
Skills
Disability Insurance, Retirement, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Series 7, Investments, Employee Benefits, Mutual Funds, Term Life Insurance, Series 63, Buy-sell Agreements, Series 65, Retirement Planning, Finance, Financial Planners, 401k, Strategic Financial..., Wealth Management, Series 6, Financial Advisory, Asset Allocation, Securities, Estate Planning, Investment Advisory, Financial Planning
Education
The American College 2012 — 2013
Master of Science (MS), Financial Planning and Services
UCLA 2008 — 2010
Bachelor of Science, Physiological Science
UC Davis 2006 — 2008
Exercise Physiology
Rocklin High School 2003 — 2006
Scottrade April 2014 - Present
MassMutual Financial Group October 2010 - April 2014
Rocklin Unified School District March 2010 - November 2011
Best Buy Stores, Inc July 2008 - January 2009
Nicky Hakimi Periodontics and Dental Implants, Inc July 2008 - September 2008
Circuit City Stores July 2007 - January 2008
Skills
Disability Insurance, Retirement, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Series 7, Investments, Employee Benefits, Mutual Funds, Term Life Insurance, Series 63, Buy-sell Agreements, Series 65, Retirement Planning, Finance, Financial Planners, 401k, Strategic Financial..., Wealth Management, Series 6, Financial Advisory, Asset Allocation, Securities, Estate Planning, Investment Advisory, Financial Planning
Education
The American College 2012 — 2013
Master of Science (MS), Financial Planning and Services
UCLA 2008 — 2010
Bachelor of Science, Physiological Science
UC Davis 2006 — 2008
Exercise Physiology
Rocklin High School 2003 — 2006
David Janis David Janis's Scottrade Experience February 2011 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade February 2011 - Present
Scottrade January 2005 - February 2011
Skills
Series 24, Series 7, Series 63, FINRA, Mutual Funds, Securities, Uniform Combined State..., Asset Allocation, Equities, Bonds, Options, Portfolio Management, Retirement Planning, Wealth Management, Financial Services
Education
The College of New Jersey 2000 — 2004
Bachelor of Science (BS), Finance, General
Scottrade February 2011 - Present
Scottrade January 2005 - February 2011
Skills
Series 24, Series 7, Series 63, FINRA, Mutual Funds, Securities, Uniform Combined State..., Asset Allocation, Equities, Bonds, Options, Portfolio Management, Retirement Planning, Wealth Management, Financial Services
Education
The College of New Jersey 2000 — 2004
Bachelor of Science (BS), Finance, General
James Armer's Scottrade Experience December 2010 - April 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2007 - August 2015
Scottrade December 2010 - April 2011
Wells Fargo Advisors April 2008 - December 2010
Wells Fargo January 2007 - April 2008
Skills
Financial Advisory, Investments, Mutual Funds, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, IRA Rollovers, Estate Planning, Insurance, Variable Annuities, Indexed Annuities, Investment Management, Government Bonds, Bonds, Stock Market, Finance, Investment Strategies, Retirement
Education
The University of New Mexico 2003 — 2007
Accounting and Finance
Los Lunas High School 1999 — 2002
High School
Wells Fargo Advisors, LLC February 2007 - August 2015
Scottrade December 2010 - April 2011
Wells Fargo Advisors April 2008 - December 2010
Wells Fargo January 2007 - April 2008
Skills
Financial Advisory, Investments, Mutual Funds, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, IRA Rollovers, Estate Planning, Insurance, Variable Annuities, Indexed Annuities, Investment Management, Government Bonds, Bonds, Stock Market, Finance, Investment Strategies, Retirement
Education
The University of New Mexico 2003 — 2007
Accounting and Finance
Los Lunas High School 1999 — 2002
High School
Ross Gosselin's Scottrade Experience December 1999 - August 2001
Job Director Supply Chain Deployment & Account Management Strategy and Planning at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company February 2015 - Present
Coca-Cola Refreshments October 2010 - Present
Coca-Cola Enterprises November 2007 - October 2010
The Home Depot September 2006 - 2007
The Home Depot December 2005 - September 2006
The Home Depot December 2004 - October 2005
Danka September 2003 - December 2004
Danka August 2001 - September 2003
Scottrade December 1999 - August 2001
US Navy August 1988 - July 1992
Skills
Supply Chain Management, Supply Chain, Management, Cross-functional Team..., Project Planning, SAP R/3, SAP APO, Business Process, Leadership, Program Management, Project Management, SAP ERP, Business Analysis, Change Management, Process Improvement, SAP SRM, Business Process..., Planning, Product Development, SAP SCM, Strategy, ERP, business capability..., SAP, Forecasting, Demand Planning, Vendor Management, Business Intelligence, Logistics, Budgets, Strategic Planning, Inventory Management, Supply Chain..., Manufacturing, Operations Management, Business Planning, Continuous Improvement, SAP Implementation, IT Strategy, Team Building, Analysis, Requirements Analysis, Production Planning, Account Management, Integration, Consulting, Microsoft Office, Customer Service, Team Leadership
Education
University of South Florida 1996 — 1999
B.A., Corporate Finance
Manatee Community College 1992 — 1995
A.S., Business Administration
East Bay 1984 — 1988
The Coca-Cola Company February 2015 - Present
Coca-Cola Refreshments October 2010 - Present
Coca-Cola Enterprises November 2007 - October 2010
The Home Depot September 2006 - 2007
The Home Depot December 2005 - September 2006
The Home Depot December 2004 - October 2005
Danka September 2003 - December 2004
Danka August 2001 - September 2003
Scottrade December 1999 - August 2001
US Navy August 1988 - July 1992
Skills
Supply Chain Management, Supply Chain, Management, Cross-functional Team..., Project Planning, SAP R/3, SAP APO, Business Process, Leadership, Program Management, Project Management, SAP ERP, Business Analysis, Change Management, Process Improvement, SAP SRM, Business Process..., Planning, Product Development, SAP SCM, Strategy, ERP, business capability..., SAP, Forecasting, Demand Planning, Vendor Management, Business Intelligence, Logistics, Budgets, Strategic Planning, Inventory Management, Supply Chain..., Manufacturing, Operations Management, Business Planning, Continuous Improvement, SAP Implementation, IT Strategy, Team Building, Analysis, Requirements Analysis, Production Planning, Account Management, Integration, Consulting, Microsoft Office, Customer Service, Team Leadership
Education
University of South Florida 1996 — 1999
B.A., Corporate Finance
Manatee Community College 1992 — 1995
A.S., Business Administration
East Bay 1984 — 1988
Ed Sturdivant's Scottrade Experience June 2015 - Present
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
TD Ameritrade March 2014 - June 2015
TD Ameritrade June 2012 - March 2014
JPMorgan Chase August 2009 - June 2012
Fidelity Investments July 2001 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Portfolio Management, Securities, Equities, Asset Managment, Series 66, Series 24
Education
Texas Tech University 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics
Scottrade June 2015 - Present
TD Ameritrade March 2014 - June 2015
TD Ameritrade June 2012 - March 2014
JPMorgan Chase August 2009 - June 2012
Fidelity Investments July 2001 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Portfolio Management, Securities, Equities, Asset Managment, Series 66, Series 24
Education
Texas Tech University 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics
Susan Song's Scottrade Experience January 2006 - August 2007
Job IT Project Manager at Monsanto
Industry Information Technology and Services
Experience
Monsanto January 2011 - Present
BJC HealthCare January 2010 - January 2011
Express Scripts June 2009 - January 2010
Anheuser-busch Inc. August 2007 - December 2008
Scottrade January 2006 - August 2007
Citigroup January 2002 - January 2006
Skills
SQL, Business Analysis, Project Management, SDLC, Requirements Gathering, Waterfall, ITIL, Requirements Analysis, Vendor Management, MS Project, PMO, Business Intelligence, PMP, Process Improvement, Software Project..., Data Warehousing, Visio
Education
University of Missouri-Saint Louis 2000 — 2002
MS, Management Information Systems
The Ohio State University 1998 — 1999
MA, Business Education
Monsanto January 2011 - Present
BJC HealthCare January 2010 - January 2011
Express Scripts June 2009 - January 2010
Anheuser-busch Inc. August 2007 - December 2008
Scottrade January 2006 - August 2007
Citigroup January 2002 - January 2006
Skills
SQL, Business Analysis, Project Management, SDLC, Requirements Gathering, Waterfall, ITIL, Requirements Analysis, Vendor Management, MS Project, PMO, Business Intelligence, PMP, Process Improvement, Software Project..., Data Warehousing, Visio
Education
University of Missouri-Saint Louis 2000 — 2002
MS, Management Information Systems
The Ohio State University 1998 — 1999
MA, Business Education
Nicholas Detorie's Scottrade Experience May 2000 - May 2003
Job Vice President Terra Capital Partners
Industry Financial Services
Experience
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations, Fixed Income, Wealth Management, Securities, Equities, Separately Managed..., Investments, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Finance, Portfolio Management, Financial Services, Investment Strategies, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations, Fixed Income, Wealth Management, Securities, Equities, Separately Managed..., Investments, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Finance, Portfolio Management, Financial Services, Investment Strategies, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
David Rydzeski's Scottrade Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade June 2014 - Present
Education
State University of New York College at Plattsburgh 1979 — 1983
Scottrade June 2014 - Present
Education
State University of New York College at Plattsburgh 1979 — 1983
Celia Charles, CPA's Scottrade Experience March 2005 - December 2005
Job Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2008 - June 2014
TCU Financial Services September 2006 - December 2007
Dixon Hughes PLLC May 2007 - July 2007
First Horizon Home Loans May 2006 - August 2006
Scottrade March 2005 - December 2005
Skills
GAAP, US GAAP, CPA, SEC filings, Financial Statements, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Corporate Tax, External Audit, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2007
BBA & MAc, Accounting & Finance
EisnerAmper LLP September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2008 - June 2014
TCU Financial Services September 2006 - December 2007
Dixon Hughes PLLC May 2007 - July 2007
First Horizon Home Loans May 2006 - August 2006
Scottrade March 2005 - December 2005
Skills
GAAP, US GAAP, CPA, SEC filings, Financial Statements, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Corporate Tax, External Audit, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2007
BBA & MAc, Accounting & Finance
Jenny Harwell's Scottrade Experience October 2007 - May 2008
Job AVP, Natural Gas and Power Middle Office
Industry Oil & Energy
Experience
Deutsche Bank July 2010 - May 2015
Deutsche Bank June 2008 - July 2010
Scottrade October 2007 - May 2008
Skills
Commodity, Derivatives, Middle Office, Natural Gas, Commodity Markets, Valuation, Market Risk, Back Office, Energy, Settlement, Swaps, Financial Modeling, Microsoft Excel, Financial Analysis, Finance, Risk Management
Education
University of North Texas 2006 — 2008
MBA, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Finance
Deutsche Bank July 2010 - May 2015
Deutsche Bank June 2008 - July 2010
Scottrade October 2007 - May 2008
Skills
Commodity, Derivatives, Middle Office, Natural Gas, Commodity Markets, Valuation, Market Risk, Back Office, Energy, Settlement, Swaps, Financial Modeling, Microsoft Excel, Financial Analysis, Finance, Risk Management
Education
University of North Texas 2006 — 2008
MBA, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Finance
Ben Dai's Scottrade Experience April 2011 - September 2012
Job
Industry Computer Software
Experience
University of Texas at Dallas August 2011 - Present
Scottrade April 2011 - September 2012
University of Texas at Dallas July 2010 - April 2011
JCPenney Company, Inc December 2008 - December 2010
JCPenney December 2008 - July 2009
Cisco Systems, Inc May 2007 - December 2008
Vanguard Car Rental, Inc September 2006 - May 2007
Southern Star Distributors, Inc August 2004 - July 2006
One Tree Inc April 2003 - June 2004
North Texas Tollway Authority February 2000 - April 2003
Skills
SQR
Education
The University of Texas at Austin 1988 — 1993
Master (PPA), Accounting
The University of Texas at Austin - Red McCombs School of Business
University of Texas at Dallas August 2011 - Present
Scottrade April 2011 - September 2012
University of Texas at Dallas July 2010 - April 2011
JCPenney Company, Inc December 2008 - December 2010
JCPenney December 2008 - July 2009
Cisco Systems, Inc May 2007 - December 2008
Vanguard Car Rental, Inc September 2006 - May 2007
Southern Star Distributors, Inc August 2004 - July 2006
One Tree Inc April 2003 - June 2004
North Texas Tollway Authority February 2000 - April 2003
Skills
SQR
Education
The University of Texas at Austin 1988 — 1993
Master (PPA), Accounting
The University of Texas at Austin - Red McCombs School of Business
Jarl Gary Sahol's Scottrade Experience October 2010 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2010 - Present
M.L. Stern Investment Securities, a Division of Southwest Securities April 2008 - July 2009
E*Trade Financial 2004 - 2006
E*Trade Financial 2000 - 2006
Skills
Investments, Securities, Series 7, Series 63, Financial Services, Risk Management, Mutual Funds, Equities, Strategic Planning, Leadership
Education
The University of Texas at Austin 1976 — 1980
BA, Business Management
The Kinkaid School in Houston, Texas 1962 — 1975
Scottrade October 2010 - Present
M.L. Stern Investment Securities, a Division of Southwest Securities April 2008 - July 2009
E*Trade Financial 2004 - 2006
E*Trade Financial 2000 - 2006
Skills
Investments, Securities, Series 7, Series 63, Financial Services, Risk Management, Mutual Funds, Equities, Strategic Planning, Leadership
Education
The University of Texas at Austin 1976 — 1980
BA, Business Management
The Kinkaid School in Houston, Texas 1962 — 1975
Tobin Griser's Scottrade Experience May 1998 - May 1999
Job Executive Vice President Client Services at S3 Matching Technologies
Industry Financial Services
Experience
S3 Matching Technologies April 2010 - Present
Kershner Trading Group November 2008 - September 2010
Charles Schwab (The 401K Company) 2008 - 2008
CyberTrader 1999 - 2008
Scottrade May 1998 - May 1999
Skills
Series 7, Risk Management, Options, Risk, Customer Relations, Negotiation, Team Building, Excel, Strategic Planning, Microsoft Office, Research, Technical Analysis, Product Management, Compliance, Team Leadership, Financial Risk, Electronic Trading, Financial Analysis, Equity Trading
Education
The University of Texas at Austin 1994 — 1998
BA, Economics
S3 Matching Technologies April 2010 - Present
Kershner Trading Group November 2008 - September 2010
Charles Schwab (The 401K Company) 2008 - 2008
CyberTrader 1999 - 2008
Scottrade May 1998 - May 1999
Skills
Series 7, Risk Management, Options, Risk, Customer Relations, Negotiation, Team Building, Excel, Strategic Planning, Microsoft Office, Research, Technical Analysis, Product Management, Compliance, Team Leadership, Financial Risk, Electronic Trading, Financial Analysis, Equity Trading
Education
The University of Texas at Austin 1994 — 1998
BA, Economics
Dan Korn's Scottrade Experience September 2013 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2013 - Present
Skills
Series 7, Public Speaking, Mutual Funds, FINRA, Series 24, Series 63, Finance, Real Estate, Investments, 401k, Asset Allocation, IRAs, Relationship Management, Strategic Financial..., Securities, Risk Management, Fixed Annuities, Insurance, ETFs
Education
State University of New York College at Oneonta 1988 — 1992
Scottrade September 2013 - Present
Skills
Series 7, Public Speaking, Mutual Funds, FINRA, Series 24, Series 63, Finance, Real Estate, Investments, 401k, Asset Allocation, IRAs, Relationship Management, Strategic Financial..., Securities, Risk Management, Fixed Annuities, Insurance, ETFs
Education
State University of New York College at Oneonta 1988 — 1992
Hasnat Rashid's Scottrade Experience January 2008 - January 2009
Job Registered Representative, International Settlements at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing January 2014 - Present
Merrill Lynch August 2013 - January 2014
J.P. Morgan July 2012 - January 2013
1st Global Capital Corp. August 2011 - February 2012
TD Ameritrade June 2009 - August 2011
Marriott January 2001 - June 2009
Scottrade January 2008 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Management, Series 63, Finance, Trading, Options, Analysis, Accounts Payable, Payroll, Accounting, Financial Advisory, Strategy, Sales, Capital Markets, Bond Markets
Education
The University of Texas at Arlington 2007 — 2009
BBA, Finance
Apex Clearing January 2014 - Present
Merrill Lynch August 2013 - January 2014
J.P. Morgan July 2012 - January 2013
1st Global Capital Corp. August 2011 - February 2012
TD Ameritrade June 2009 - August 2011
Marriott January 2001 - June 2009
Scottrade January 2008 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Management, Series 63, Finance, Trading, Options, Analysis, Accounts Payable, Payroll, Accounting, Financial Advisory, Strategy, Sales, Capital Markets, Bond Markets
Education
The University of Texas at Arlington 2007 — 2009
BBA, Finance
KRISTOPHER KAUFMANN's Scottrade Experience January 2014 - Present
Job Business Systems Analyst at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Raymond James Financial Inc. September 2010 - December 2013
Raymond James Financial Inc. September 2009 - September 2010
Raymond James Financial Inc. November 2006 - September 2009
Leader's Casual Furniture January 2006 - November 2006
REI October 2004 - December 2005
University of Colorado August 2004 - August 2005
OfficeMax April 2004 - August 2004
Leader's Casual Furniture November 2002 - December 2003
Skills
Financial Analysis, Auditing, Internal Controls, Internal Audit, Finance, Risk Management, Investments, Due Diligence, Series 7, Series 24, Series 66, Microsoft SQL Server, SQL, T-SQL, C#, VBA, Visual Basic, Microsoft Office, Adobe Design Programs, Microsoft Exchange, Microsoft CRM, Access Database, Relational Databases, Database Design, Data Analysis, Database Administration, Project Management, PeopleSoft, ARM, Financial Services, Data Mining, Investment Advisory, Registered Investment..., Compliance, Exception Based..., Accounting, Strategic Financial..., Financial Modeling, Financial Reporting, Uniform Combined State..., FINRA, Customer Service
Education
University of South Florida 2006 — 2008
Bachelor of Science (BS), Finance
St. Petersburg College 2006 — 2006
Associate of Arts (AA), Business and Management
University of Colorado Boulder 2004 — 2006
Business Administration and Management, General
Scottrade January 2014 - Present
Raymond James Financial Inc. September 2010 - December 2013
Raymond James Financial Inc. September 2009 - September 2010
Raymond James Financial Inc. November 2006 - September 2009
Leader's Casual Furniture January 2006 - November 2006
REI October 2004 - December 2005
University of Colorado August 2004 - August 2005
OfficeMax April 2004 - August 2004
Leader's Casual Furniture November 2002 - December 2003
Skills
Financial Analysis, Auditing, Internal Controls, Internal Audit, Finance, Risk Management, Investments, Due Diligence, Series 7, Series 24, Series 66, Microsoft SQL Server, SQL, T-SQL, C#, VBA, Visual Basic, Microsoft Office, Adobe Design Programs, Microsoft Exchange, Microsoft CRM, Access Database, Relational Databases, Database Design, Data Analysis, Database Administration, Project Management, PeopleSoft, ARM, Financial Services, Data Mining, Investment Advisory, Registered Investment..., Compliance, Exception Based..., Accounting, Strategic Financial..., Financial Modeling, Financial Reporting, Uniform Combined State..., FINRA, Customer Service
Education
University of South Florida 2006 — 2008
Bachelor of Science (BS), Finance
St. Petersburg College 2006 — 2006
Associate of Arts (AA), Business and Management
University of Colorado Boulder 2004 — 2006
Business Administration and Management, General
Aaron Graves's Scottrade Experience December 2004 - December 2005
Job Vice President at Wells Fargo
Industry Commercial Real Estate
Experience
Wells Fargo May 2012 - Present
Wells Fargo Bank March 2011 - May 2012
Wells Fargo Bank September 2009 - March 2011
Wells Fargo Bank February 2007 - May 2009
McGriff, Seibels, and Williams, Inc May 2006 - August 2006
Scottrade December 2004 - December 2005
Skills
Underwriting, Valuation, Loans, Investments, Investment Properties, Commercial Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Credit Analysis, Real Estate, Asset Managment, Financial Risk
Education
The University of Georgia 2002 — 2006
BBA, Finance
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance
Wells Fargo May 2012 - Present
Wells Fargo Bank March 2011 - May 2012
Wells Fargo Bank September 2009 - March 2011
Wells Fargo Bank February 2007 - May 2009
McGriff, Seibels, and Williams, Inc May 2006 - August 2006
Scottrade December 2004 - December 2005
Skills
Underwriting, Valuation, Loans, Investments, Investment Properties, Commercial Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Credit Analysis, Real Estate, Asset Managment, Financial Risk
Education
The University of Georgia 2002 — 2006
BBA, Finance
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance
Adam Bleser's Scottrade Experience October 2011 - Present
Job Web Development Supervisor
Industry Information Technology and Services
Experience
Scottrade October 2011 - Present
Scottrade February 2009 - September 2011
Belcan TechServices February 2007 - February 2009
DST Systems June 2003 - February 2007
Skills
C#, .NET, ASP.NET, WinForms, Java, Multithreading, Software Development, Software Engineering, SQL, XML, Visual Studio, Microsoft SQL Server, Oracle, Agile Methodologies, SDLC
Education
The University of Kansas 1999 — 2003
Bachelor of Science, Computer Engineering
Scottrade October 2011 - Present
Scottrade February 2009 - September 2011
Belcan TechServices February 2007 - February 2009
DST Systems June 2003 - February 2007
Skills
C#, .NET, ASP.NET, WinForms, Java, Multithreading, Software Development, Software Engineering, SQL, XML, Visual Studio, Microsoft SQL Server, Oracle, Agile Methodologies, SDLC
Education
The University of Kansas 1999 — 2003
Bachelor of Science, Computer Engineering
Chris Lepore, MSF's Scottrade Experience October 2008 - October 2013
Job Service Manager at Tradier Brokerage Inc.
Industry Financial Services
Experience
Tradier Inc. October 2013 - Present
Scottrade October 2008 - October 2013
Scottrade May 2005 - October 2008
Flat Rock Grille October 2005 - March 2008
Skills
Series 7, Series 63, Options, Mutual Funds, Stocks, Series 24, IRAs, Matlab, SAS programming, FINRA, Securities, Bonds, Equities, Series 4, Investments, Trading, Banking, Fixed Income, Management, Derivatives, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2013
Master's degree, Finance, 3.7 GPA
George Mason University - School of Business 2001 — 2005
BS, Finance
Tradier Inc. October 2013 - Present
Scottrade October 2008 - October 2013
Scottrade May 2005 - October 2008
Flat Rock Grille October 2005 - March 2008
Skills
Series 7, Series 63, Options, Mutual Funds, Stocks, Series 24, IRAs, Matlab, SAS programming, FINRA, Securities, Bonds, Equities, Series 4, Investments, Trading, Banking, Fixed Income, Management, Derivatives, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2013
Master's degree, Finance, 3.7 GPA
George Mason University - School of Business 2001 — 2005
BS, Finance
Nato Francescato's Scottrade Experience March 2015 - Present
Job Traveling Branch Examiner at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Scottrade June 2013 - March 2015
Scottrade November 2011 - June 2013
Scottrade June 2011 - November 2011
Scottrade June 2010 - June 2011
Costco Wholesale May 2008 - June 2011
Starbucks May 2008 - September 2009
Blockbuster May 2008 - September 2008
Shari's Lawn Care May 2008 - September 2008
Skills
Derivatives, Mutual Funds, Equities, Investments, Financial Analysis, Financial Modeling, Microsoft Word, Securities, Customer Service, Portfolio Management, Valuation, Research, Banking, Time Management, Asset Management, Risk Management, Financial Planning, Bloomberg, Trading, Fixed Income, Leadership, Wealth Management, Public Speaking, Management, Strategic Planning, Sales
Education
University of Denver - Daniels College of Business 2008 — 2011
BS/BA, Finance and Accounting
The American University of Rome 2010 — 2010
Art History, Italian Language and Literature, European Economics and Finance
Scottrade March 2015 - Present
Scottrade June 2013 - March 2015
Scottrade November 2011 - June 2013
Scottrade June 2011 - November 2011
Scottrade June 2010 - June 2011
Costco Wholesale May 2008 - June 2011
Starbucks May 2008 - September 2009
Blockbuster May 2008 - September 2008
Shari's Lawn Care May 2008 - September 2008
Skills
Derivatives, Mutual Funds, Equities, Investments, Financial Analysis, Financial Modeling, Microsoft Word, Securities, Customer Service, Portfolio Management, Valuation, Research, Banking, Time Management, Asset Management, Risk Management, Financial Planning, Bloomberg, Trading, Fixed Income, Leadership, Wealth Management, Public Speaking, Management, Strategic Planning, Sales
Education
University of Denver - Daniels College of Business 2008 — 2011
BS/BA, Finance and Accounting
The American University of Rome 2010 — 2010
Art History, Italian Language and Literature, European Economics and Finance
Marcus Burns's Scottrade Experience May 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Donaldson Harper's Scottrade Experience October 2014 - Present
Job A hard working individual.
Industry Financial Services
Experience
Scottrade October 2014 - Present
Visionary Asset Management September 2013 - October 2014
Visionary Asset Management September 2013 - October 2014
Premier America Credit Union / LPL September 2012 - April 2013
Chase March 2012 - September 2012
Invesco Ltd. March 2007 - March 2012
Invesco Ltd. May 2006 - March 2007
Invesco Ltd. September 2004 - May 2006
Invesco Ltd. October 2003 - September 2004
Allstate Insurance Co September 2001 - October 2003
Skills
Investments, Leadership, Asset Management, Finance, Financial Analysis, Financial Services, Mutual Funds, Retirement, Securities, Series 63, Series 7, Series 6, Portfolio Management
Education
Texas Southern University 1994 — 1999
BS, Mathematics
Scottrade October 2014 - Present
Visionary Asset Management September 2013 - October 2014
Visionary Asset Management September 2013 - October 2014
Premier America Credit Union / LPL September 2012 - April 2013
Chase March 2012 - September 2012
Invesco Ltd. March 2007 - March 2012
Invesco Ltd. May 2006 - March 2007
Invesco Ltd. September 2004 - May 2006
Invesco Ltd. October 2003 - September 2004
Allstate Insurance Co September 2001 - October 2003
Skills
Investments, Leadership, Asset Management, Finance, Financial Analysis, Financial Services, Mutual Funds, Retirement, Securities, Series 63, Series 7, Series 6, Portfolio Management
Education
Texas Southern University 1994 — 1999
BS, Mathematics
Kristen Sereci's Scottrade Experience November 2012 - May 2013
Job HR Data Specialist at Ecova
Industry Human Resources
Experience
Ecova June 2014 - Present
Ecova (via Boly:Welch) January 2014 - June 2014
Portland Trail Blazers (via Boly:Welch) November 2013 - December 2013
Scottrade November 2012 - May 2013
The George Washington University Department of Economics December 2011 - May 2012
The George Washington University Bands April 2011 - April 2012
Omicron Delta Epsilon International Honor Society for Economics April 2011 - April 2012
The George Washington University Department of Music January 2010 - May 2010
The Water Club June 2009 - August 2009
Skills
Research, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Economics, English, Data Analysis, Data Entry, Human Resources, EViews, Writing, Editing, Copy Editing
Education
The George Washington University 2008 — 2012
Bachelor of Science, Major: Economics, Minor: English
Ecova June 2014 - Present
Ecova (via Boly:Welch) January 2014 - June 2014
Portland Trail Blazers (via Boly:Welch) November 2013 - December 2013
Scottrade November 2012 - May 2013
The George Washington University Department of Economics December 2011 - May 2012
The George Washington University Bands April 2011 - April 2012
Omicron Delta Epsilon International Honor Society for Economics April 2011 - April 2012
The George Washington University Department of Music January 2010 - May 2010
The Water Club June 2009 - August 2009
Skills
Research, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Economics, English, Data Analysis, Data Entry, Human Resources, EViews, Writing, Editing, Copy Editing
Education
The George Washington University 2008 — 2012
Bachelor of Science, Major: Economics, Minor: English
Conan Salberg's Scottrade Experience January 2007 - August 2008
Job City Carrier Assistant at United States Postal Service
Industry Package/Freight Delivery
Experience
Charlie Company 1-184 IN (LT) October 2010 - Present
Scottrade January 2007 - August 2008
United States Marine Corps January 2002 - January 2007
Skills
Military, Security Clearance, Military Operations, DoD, Military Experience, Command, Army, Operational Planning, National Security, Weapons, Defense, Force Protection, Government
Education
The University of Texas at Arlington 2005 — 2008
Bachelor of Science (B.S.), Economics
West Valley College
Computer Science
Charlie Company 1-184 IN (LT) October 2010 - Present
Scottrade January 2007 - August 2008
United States Marine Corps January 2002 - January 2007
Skills
Military, Security Clearance, Military Operations, DoD, Military Experience, Command, Army, Operational Planning, National Security, Weapons, Defense, Force Protection, Government
Education
The University of Texas at Arlington 2005 — 2008
Bachelor of Science (B.S.), Economics
West Valley College
Computer Science
Gary Conyer's Scottrade Experience June 2008 - August 2012
Job IT Project Manager (Retired)
Industry Financial Services
Experience
Scottrade June 2008 - August 2012
Mirifex Systems February 2004 - February 2008
Edward Jones September 2003 - December 2003
Union Planters Corporation / SunGard Wealth Management Services August 1999 - March 2003
National City Corporation July 1980 - July 1999
Skills
SDLC, Insurance, Investments, Risk Management, Program Management, IT Strategy, Visio
Education
The Ohio State University
BS, Computer and Information Science
Scottrade June 2008 - August 2012
Mirifex Systems February 2004 - February 2008
Edward Jones September 2003 - December 2003
Union Planters Corporation / SunGard Wealth Management Services August 1999 - March 2003
National City Corporation July 1980 - July 1999
Skills
SDLC, Insurance, Investments, Risk Management, Program Management, IT Strategy, Visio
Education
The Ohio State University
BS, Computer and Information Science
Chris Beatrice's Scottrade Experience March 2004 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2004 - Present
Education
State University of New York College at Oneonta 1990 — 1991
Business economics
Scottrade March 2004 - Present
Education
State University of New York College at Oneonta 1990 — 1991
Business economics
Daniel Garland's Scottrade Experience October 2009 - February 2011
Job Sales Operations Manager
Industry Consumer Goods
Experience
Ariat International September 2015 - Present
Ariat International January 2014 - August 2015
Nefab - Americas November 2012 - November 2013
CROSSMARK August 2012 - November 2012
CROSSMARK October 2011 - August 2012
Crossmark February 2011 - November 2011
Scottrade October 2009 - February 2011
Nordstrom August 2007 - December 2008
AG Edwards & Sons April 2007 - August 2007
Skills
Budgets, Management, Sales Management, Cross-functional Team..., Sales Operations, Analysis, Retail, Strategic Planning, Finance, Team Building
Education
Texas A&M University-Commerce
Bachelors, Business Administration
Ariat International September 2015 - Present
Ariat International January 2014 - August 2015
Nefab - Americas November 2012 - November 2013
CROSSMARK August 2012 - November 2012
CROSSMARK October 2011 - August 2012
Crossmark February 2011 - November 2011
Scottrade October 2009 - February 2011
Nordstrom August 2007 - December 2008
AG Edwards & Sons April 2007 - August 2007
Skills
Budgets, Management, Sales Management, Cross-functional Team..., Sales Operations, Analysis, Retail, Strategic Planning, Finance, Team Building
Education
Texas A&M University-Commerce
Bachelors, Business Administration
Luke Goblirsch's Scottrade Experience November 2014 - Present
Job Financial Services Representative Trainee
Industry Financial Services
Experience
Scottrade November 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Sales, Public Speaking, Minitab, Series 7
Education
The Ohio State University 2009 — 2014
Bachelor of Arts (BA) in Economics, Economics
Scottrade November 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Sales, Public Speaking, Minitab, Series 7
Education
The Ohio State University 2009 — 2014
Bachelor of Arts (BA) in Economics, Economics
Nicholas Detorie's Scottrade Experience May 2000 - May 2003
Job Vice President Terra Capital Partners
Industry Investment Management
Experience
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations
Education
The University of New Mexico 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations
Education
The University of New Mexico 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
Charles Gilliam's Scottrade Experience October 2010 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade October 2010 - January 2012
Chrysler Financial August 2009 - October 2010
TD Ameritrade October 2005 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Microsoft Windows 98, Windows XP Professional, Adobe Premiere, Adobe Dreamweaver, Adobe Photoshop, Windows 7, Excel, Access, Outlook Express, Word, Margin Analysis, Accounting, HTML, CSS
Education
Tarrant County College 2003 — 2008
Liberal Arts and Sciences, General Studies and Humanities, 3.25
Scottrade October 2010 - January 2012
Chrysler Financial August 2009 - October 2010
TD Ameritrade October 2005 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Microsoft Windows 98, Windows XP Professional, Adobe Premiere, Adobe Dreamweaver, Adobe Photoshop, Windows 7, Excel, Access, Outlook Express, Word, Margin Analysis, Accounting, HTML, CSS
Education
Tarrant County College 2003 — 2008
Liberal Arts and Sciences, General Studies and Humanities, 3.25
Greg Schalk's Scottrade Experience February 2008 - October 2010
Job Quality Engineer at General Motors
Industry Aviation & Aerospace
Experience
General Motors June 2012 - Present
Moog 2011 - 2012
Scottrade February 2008 - October 2010
Education
University at Buffalo 2010 — 2011
Master of Science (M.S.), Industrial Engineering, 3.5
State University of New York College at Buffalo 2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
General Motors June 2012 - Present
Moog 2011 - 2012
Scottrade February 2008 - October 2010
Education
University at Buffalo 2010 — 2011
Master of Science (M.S.), Industrial Engineering, 3.5
State University of New York College at Buffalo 2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Chris Deiss's Scottrade Experience June 2008 - April 2013
Job Scottrade
Industry Financial Services
Experience
Scottrade June 2008 - April 2013
Scottrade June 2008 - April 2013
Skills
Investments, Brokerage, Series 7, Options, Series 63, Equities, Trading, Securities, Investors, Asset Management, Portfolio Management, Insurance
Education
Texas A&M University 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas A&M University 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Scottrade June 2008 - April 2013
Scottrade June 2008 - April 2013
Skills
Investments, Brokerage, Series 7, Options, Series 63, Equities, Trading, Securities, Investors, Asset Management, Portfolio Management, Insurance
Education
Texas A&M University 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas A&M University 1994 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Haris Fazal's Scottrade Experience 2013 - 2014
Job Business Professional
Industry Financial Services
Experience
Dallas County Health & Human Services 2014 - 2015
Scottrade 2013 - 2014
PlainsCapital Corporation March 2012 - July 2012
Jack in the Box February 2011 - August 2011
Skills
Analytical Skills, Internet research, Microsoft Office, Planning & Organizing..., Business Analysis, Typing speed 55+ WPM, Detail-oriented, Leadership, SharePoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Creative Skills, Quality Assurance
Education
The University of Texas at Arlington
Bachelor of Science (BS), Concentration in Business Administration and Management, Finance
Jack E. Singley Academy of Irving
High school diploma
Dallas County Health & Human Services 2014 - 2015
Scottrade 2013 - 2014
PlainsCapital Corporation March 2012 - July 2012
Jack in the Box February 2011 - August 2011
Skills
Analytical Skills, Internet research, Microsoft Office, Planning & Organizing..., Business Analysis, Typing speed 55+ WPM, Detail-oriented, Leadership, SharePoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Creative Skills, Quality Assurance
Education
The University of Texas at Arlington
Bachelor of Science (BS), Concentration in Business Administration and Management, Finance
Jack E. Singley Academy of Irving
High school diploma
Nathan Mishkin's Scottrade Experience January 2008 - January 2010
Job Federal Officer at Supreme Court of the U.S.
Industry Law Enforcement
Experience
U.S. Immigration and Customs Enforcement (ICE) September 2010 - November 2010
U.S. Postal Inspection Service May 2010 - August 2010
Scottrade January 2008 - January 2010
Skills
Tactics, Security, Executive Protection, Firearms, Self Defense, Federal Law Enforcement, Fitness, Defensive Driving, Training, Force Protection, Personnel Security, Counterterrorism, Homeland Security, Personal Protection, First Aid, Public Speaking, Microsoft Office, Research, Law Enforcement
Education
Suffolk University 2010 — 2011
Master of Science (MS), Crime and Justice Studies, 3.9
Worcester State College 2003 — 2007
Bachelor of Science (BS), Economics
Sturgis Charter School 1998 — 2002
U.S. Immigration and Customs Enforcement (ICE) September 2010 - November 2010
U.S. Postal Inspection Service May 2010 - August 2010
Scottrade January 2008 - January 2010
Skills
Tactics, Security, Executive Protection, Firearms, Self Defense, Federal Law Enforcement, Fitness, Defensive Driving, Training, Force Protection, Personnel Security, Counterterrorism, Homeland Security, Personal Protection, First Aid, Public Speaking, Microsoft Office, Research, Law Enforcement
Education
Suffolk University 2010 — 2011
Master of Science (MS), Crime and Justice Studies, 3.9
Worcester State College 2003 — 2007
Bachelor of Science (BS), Economics
Sturgis Charter School 1998 — 2002
Matthew Haase's Scottrade Experience April 2015 - Present
Job Branch Intern at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
TruGreen May 2013 - August 2014
Pizza Ranch August 2010 - 2013
American Eagle Outfitters March 2010 - December 2010
Great Bear Recreation Park August 2008 - March 2010
Skills
OS X, Microsoft Excel, Microsoft Word, PowerPoint, Stock Trading, Team Leadership, Resourceful..., Mobile Technology, Social Networking, Truck Driving, Enthusiasm to learn, Sales, Data Analysis, Customer Service, Leadership
Education
The University of South Dakota 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Career and Technical Education Academy 2010 — 2011
Carpentry/Engineering
Scottrade April 2015 - Present
TruGreen May 2013 - August 2014
Pizza Ranch August 2010 - 2013
American Eagle Outfitters March 2010 - December 2010
Great Bear Recreation Park August 2008 - March 2010
Skills
OS X, Microsoft Excel, Microsoft Word, PowerPoint, Stock Trading, Team Leadership, Resourceful..., Mobile Technology, Social Networking, Truck Driving, Enthusiasm to learn, Sales, Data Analysis, Customer Service, Leadership
Education
The University of South Dakota 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Career and Technical Education Academy 2010 — 2011
Carpentry/Engineering
Sabrina Cheng's Scottrade Experience April 2009 - April 2010
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2011 - Present
Scottrade April 2009 - April 2010
Education
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
JPMorgan Chase January 2011 - Present
Scottrade April 2009 - April 2010
Education
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Beau Barnes's Scottrade Experience May 2015 - Present
Job Student at The University of Texas at Arlington
Industry Financial Services
Experience
Scottrade May 2015 - Present
Education
The University of Texas at Arlington 2013 — 2016
Economics
Scottrade May 2015 - Present
Education
The University of Texas at Arlington 2013 — 2016
Economics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank