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
Peterson Oliveira Peterson Oliveira's Scottrade Experience March 2006 - November 2006
Job FINANCE IT • DATA MIGRATIONANALYTICS • PROCESS ANALYSIS • Consulting • SQL, Access, AS400 • Biz Objects • Report Gen
Industry Financial Services
Experience
Bank of America December 2010 - Present
Nationstar Mortgage January 2008 - December 2010
Scottrade March 2006 - November 2006
City of Plano May 2002 - December 2005
Skills
Financial Analysis, Mortgage Servicing, Access, Banking, Analysis, Data Analysis, Finance, Forecasting, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Process Improvement, Project Management, SharePoint, Training, Risk Management, Investments, Financial Services
Education
The University of Texas at Dallas 2006 — 2007
BS, Finance
Bank of America December 2010 - Present
Nationstar Mortgage January 2008 - December 2010
Scottrade March 2006 - November 2006
City of Plano May 2002 - December 2005
Skills
Financial Analysis, Mortgage Servicing, Access, Banking, Analysis, Data Analysis, Finance, Forecasting, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Process Improvement, Project Management, SharePoint, Training, Risk Management, Investments, Financial Services
Education
The University of Texas at Dallas 2006 — 2007
BS, Finance
Cole Adamson's Scottrade Experience December 2013 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Vanguard January 2010 - December 2013
Vanguard January 2007 - January 2010
Morgan Stanley January 2004 - April 2006
Skills
Leadership, Financial Services, Investments, Sales, Relationship Management, Entrepreneurship, Performance Motivation
Education
University of Arizona 2001 — 2006
B.S. Economics, Criminal Justice
Scottrade December 2013 - Present
Vanguard January 2010 - December 2013
Vanguard January 2007 - January 2010
Morgan Stanley January 2004 - April 2006
Skills
Leadership, Financial Services, Investments, Sales, Relationship Management, Entrepreneurship, Performance Motivation
Education
University of Arizona 2001 — 2006
B.S. Economics, Criminal Justice
Justin North Justin North's Scottrade Experience July 2010 - June 2011
Job Advanced Analytics Specialist at Toshiba
Industry Medical Devices
Experience
Toshiba America Medical Systems October 2014 - Present
Toshiba America Information Systems November 2011 - October 2014
Scottrade July 2010 - June 2011
UCLA Textbook Store September 2008 - June 2010
Nordstrom July 2008 - August 2008
Skills
Six Sigma, QlikView, RapidMiner, Predictive Analytics, Statistica, Data Analysis, Microsoft Excel, Salesforce.com, Management, Google Analytics, Web Analytics, SEO, Minitab, Statistical Data..., Account Management, Data Mining, Access
Education
University of California, Los Angeles 2007 — 2011
Business Economics, Economics
Toshiba America Medical Systems October 2014 - Present
Toshiba America Information Systems November 2011 - October 2014
Scottrade July 2010 - June 2011
UCLA Textbook Store September 2008 - June 2010
Nordstrom July 2008 - August 2008
Skills
Six Sigma, QlikView, RapidMiner, Predictive Analytics, Statistica, Data Analysis, Microsoft Excel, Salesforce.com, Management, Google Analytics, Web Analytics, SEO, Minitab, Statistical Data..., Account Management, Data Mining, Access
Education
University of California, Los Angeles 2007 — 2011
Business Economics, Economics
TJ Salunga's Scottrade Experience February 2009 - August 2011
Job VP, Financial Consultant at SigFig
Industry Investment Management
Experience
SigFig January 2014 - Present
TD Ameritrade December 2012 - December 2013
Fidelity Investments August 2011 - December 2012
Scottrade February 2009 - August 2011
Skills
Investment Management, Stock Market, Personal Financial..., Tactical Asset..., Wealth Management..., Financial Technology, Series 7, Series 66, Series 63, Life & Health Insurance..., 401k, IRAs, Retirement Planning, Financial Risk...
Education
UC Irvine
Bachelor of Arts (BA), Economics
UCLA Extension Corporate Education & Custom Programs 2010 — 2011
Certificate, Personal Financial Planning
SigFig January 2014 - Present
TD Ameritrade December 2012 - December 2013
Fidelity Investments August 2011 - December 2012
Scottrade February 2009 - August 2011
Skills
Investment Management, Stock Market, Personal Financial..., Tactical Asset..., Wealth Management..., Financial Technology, Series 7, Series 66, Series 63, Life & Health Insurance..., 401k, IRAs, Retirement Planning, Financial Risk...
Education
UC Irvine
Bachelor of Arts (BA), Economics
UCLA Extension Corporate Education & Custom Programs 2010 — 2011
Certificate, Personal Financial Planning
Annie Warmbrodt Annie Warmbrodt's Scottrade Experience December 2014 - Present
Job Learning and Development Professional
Industry E-Learning
Experience
Scottrade December 2014 - Present
Southern Illinois University Edwardsville January 2013 - December 2014
Missouri Botanical Garden August 2012 - January 2013
A.T. Still University November 2011 - August 2012
A.T. Still University July 2010 - November 2011
Skills
Instructional Design, Curriculum Design, Curriculum Development, Needs Assessment, Educational Technology, Adult Education, Gamification, Program Development, Higher Education, Public Speaking, E-Learning, Staff Development, College Teaching, Microsoft Office, Microlearning, Flipped Classroom, Leadership Development, Collaborative Learning
Education
University of Missouri-Columbia 2011 — 2012
M Ed, Educational Technology
Truman State University 2003 — 2007
BA, English and Communcation
Scottrade December 2014 - Present
Southern Illinois University Edwardsville January 2013 - December 2014
Missouri Botanical Garden August 2012 - January 2013
A.T. Still University November 2011 - August 2012
A.T. Still University July 2010 - November 2011
Skills
Instructional Design, Curriculum Design, Curriculum Development, Needs Assessment, Educational Technology, Adult Education, Gamification, Program Development, Higher Education, Public Speaking, E-Learning, Staff Development, College Teaching, Microsoft Office, Microlearning, Flipped Classroom, Leadership Development, Collaborative Learning
Education
University of Missouri-Columbia 2011 — 2012
M Ed, Educational Technology
Truman State University 2003 — 2007
BA, English and Communcation
Andrew Meehan's Scottrade Experience 2002 - 2005
Job Regional Manager Enterprise and Higher Education HCM Sales, Midwest Region Oracle
Industry Computer Software
Experience
Oracle September 2014 - Present
Oracle June 2013 - August 2014
FIRE Solutions June 2005 - May 2013
Scottrade 2002 - 2005
TD 2000 - 2001
Charles Schwab 1997 - 1999
Skills
Wealth Management, Project Management, Strategic Planning, Investments, Retirement Planning, Strategic Financial..., Risk Management, Finance, Series 7, Business Development, Sales, Analysis, Leadership, SaaS, global HCM, HCM Processes & Forms, Cloud Computing, Employee Benefits, Human Resources, Recruiting, Enterprise Software, Management, Selling, CRM, Cold Calling, Sales Process, Solution Selling, Securities, New Business Development, Lead Generation
Education
University of California, Berkeley 1990 — 1994
Saratoga High School 1987 — 1990
Oracle September 2014 - Present
Oracle June 2013 - August 2014
FIRE Solutions June 2005 - May 2013
Scottrade 2002 - 2005
TD 2000 - 2001
Charles Schwab 1997 - 1999
Skills
Wealth Management, Project Management, Strategic Planning, Investments, Retirement Planning, Strategic Financial..., Risk Management, Finance, Series 7, Business Development, Sales, Analysis, Leadership, SaaS, global HCM, HCM Processes & Forms, Cloud Computing, Employee Benefits, Human Resources, Recruiting, Enterprise Software, Management, Selling, CRM, Cold Calling, Sales Process, Solution Selling, Securities, New Business Development, Lead Generation
Education
University of California, Berkeley 1990 — 1994
Saratoga High School 1987 — 1990
Brian Hoang Brian Hoang's Scottrade Experience August 2011 - April 2012
Job Enterprise Data & Business Intelligence at Farmers Insurance
Industry Information Technology and Services
Experience
Farmers Insurance September 2013 - Present
Farmers Insurance June 2013 - August 2013
Pacific Life August 2012 - May 2013
Undergraduate Consulting Association (UCA) January 2011 - June 2012
Asians for Miracle Marrow Matches (A3M) January 2010 - June 2012
Scottrade August 2011 - April 2012
ProFormance Capital June 2010 - October 2010
Skills
SQL, PHP, Microsoft Office, Eviews, R-Project Software, IBM SPSS, Image Process Design..., Compass (Calix), Financial Analysis, Microsoft Excel, Finance, Data Analysis, Financial Modeling, PowerPoint, Analysis, Recruiting, Research, Business Intelligence, Business Objects, Business Development
Education
University of California, Irvine 2008 — 2012
BA, Quantitative Economics
Farmers Insurance September 2013 - Present
Farmers Insurance June 2013 - August 2013
Pacific Life August 2012 - May 2013
Undergraduate Consulting Association (UCA) January 2011 - June 2012
Asians for Miracle Marrow Matches (A3M) January 2010 - June 2012
Scottrade August 2011 - April 2012
ProFormance Capital June 2010 - October 2010
Skills
SQL, PHP, Microsoft Office, Eviews, R-Project Software, IBM SPSS, Image Process Design..., Compass (Calix), Financial Analysis, Microsoft Excel, Finance, Data Analysis, Financial Modeling, PowerPoint, Analysis, Recruiting, Research, Business Intelligence, Business Objects, Business Development
Education
University of California, Irvine 2008 — 2012
BA, Quantitative Economics
Mostafa Barri Mostafa Barri's Scottrade Experience December 2011 - July 2012
Job Advisory Consultant at Deloitte
Industry Accounting
Experience
Deloitte July 2014 - Present
Walmart June 2013 - August 2013
Crowe Horwath LLP January 2013 - March 2013
FedEx Office July 2012 - December 2012
Scottrade December 2011 - July 2012
BBVA August 2011 - January 2012
Bank of America October 2009 - January 2011
Skills
Microsoft Excel, Financial Analysis, Auditing, Financial Reporting, Banking, Management, Financial Modeling, Financial Accounting, Accounting, Customer Service, Leadership, Access, PowerPoint, Financial Statements, Internal Audit, Finance, Account Reconciliation, Internal Controls
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science, Accounting and Finance
Deloitte July 2014 - Present
Walmart June 2013 - August 2013
Crowe Horwath LLP January 2013 - March 2013
FedEx Office July 2012 - December 2012
Scottrade December 2011 - July 2012
BBVA August 2011 - January 2012
Bank of America October 2009 - January 2011
Skills
Microsoft Excel, Financial Analysis, Auditing, Financial Reporting, Banking, Management, Financial Modeling, Financial Accounting, Accounting, Customer Service, Leadership, Access, PowerPoint, Financial Statements, Internal Audit, Finance, Account Reconciliation, Internal Controls
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science, Accounting and Finance
Keith George Keith George's Scottrade Experience November 2013 - Present
Job Senior Vice President Brokerage Strategy and Product at Scottrade
Industry Financial Services
Experience
Scottrade November 2013 - Present
Wells Fargo Advisors 2010 - November 2013
Wells Fargo Advisors 2008 - 2010
Wells Fargo Advisors 2005 - 2007
VeraVest Investments, Inc. (a division of Allmerica Financial) 2003 - 2004
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Skills
Strategy, Sales Management, Strategic Planning, Marketing Strategy, Change Management, Strategy Implementation, Financial Services, Customer Experience, Analysis, Management, Business Planning, Process Improvement, Forecasting, Banking, Business Strategy, Finance, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 1983 — 1985
BBA, Finance
Scottrade November 2013 - Present
Wells Fargo Advisors 2010 - November 2013
Wells Fargo Advisors 2008 - 2010
Wells Fargo Advisors 2005 - 2007
VeraVest Investments, Inc. (a division of Allmerica Financial) 2003 - 2004
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Skills
Strategy, Sales Management, Strategic Planning, Marketing Strategy, Change Management, Strategy Implementation, Financial Services, Customer Experience, Analysis, Management, Business Planning, Process Improvement, Forecasting, Banking, Business Strategy, Finance, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 1983 — 1985
BBA, Finance
Mark Morales Mark Morales's Scottrade Experience May 2005 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2005 - Present
Scottrade September 2002 - May 2005
Scottrade July 2001 - September 2002
UCLA Sunset Recreation Center 2001 - 2002
Disneyland Resort 1998 - 2000
Skills
Financial Services, Equities, Portfolio Management, Series 7
Education
University of California, Los Angeles 2000 — 2002
Bachelor of Science (BS), Economics
Mount San Antonio College 1998 — 2000
Los Altos High School 1994 — 1998
High School Diploma
Scottrade May 2005 - Present
Scottrade September 2002 - May 2005
Scottrade July 2001 - September 2002
UCLA Sunset Recreation Center 2001 - 2002
Disneyland Resort 1998 - 2000
Skills
Financial Services, Equities, Portfolio Management, Series 7
Education
University of California, Los Angeles 2000 — 2002
Bachelor of Science (BS), Economics
Mount San Antonio College 1998 — 2000
Los Altos High School 1994 — 1998
High School Diploma
Sean MacLachlan Sean MacLachlan's Scottrade Experience December 2001 - July 2002
Job Accounting Manager at State Street
Industry Financial Services
Experience
State Street February 2005 - Present
Wells Fargo June 2002 - February 2005
Scottrade December 2001 - July 2002
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Banking, Derivatives, Portfolio Management, Securities, Financial Analysis, Risk Management, Investments, Financial Services
Education
University of California, Davis 1998 — 2002
Bachelor of Arts (B.A.), Economics
State Street February 2005 - Present
Wells Fargo June 2002 - February 2005
Scottrade December 2001 - July 2002
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Banking, Derivatives, Portfolio Management, Securities, Financial Analysis, Risk Management, Investments, Financial Services
Education
University of California, Davis 1998 — 2002
Bachelor of Arts (B.A.), Economics
Allen Zhe Han's Scottrade Experience November 2010 - April 2012
Job Valuation Analyst, Transaction Advisory Service at EY
Industry Financial Services
Experience
EY September 2013 - Present
CapitalMap (Financial Startup) December 2012 - April 2013
GPS Capital Management, LLC December 2012 - January 2013
Scottrade November 2010 - April 2012
GPS Capital Management, LLC November 2009 - October 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Microsoft Excel, R, Access, SQL, Microsoft Word, PowerPoint, Word, Market Research, XML, HTML, Linear Programming, Excel, Mandarin
Education
University of California, Berkeley
Bachelor of Science, Business Administration, Walter A. Haas School of Business
EY September 2013 - Present
CapitalMap (Financial Startup) December 2012 - April 2013
GPS Capital Management, LLC December 2012 - January 2013
Scottrade November 2010 - April 2012
GPS Capital Management, LLC November 2009 - October 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Microsoft Excel, R, Access, SQL, Microsoft Word, PowerPoint, Word, Market Research, XML, HTML, Linear Programming, Excel, Mandarin
Education
University of California, Berkeley
Bachelor of Science, Business Administration, Walter A. Haas School of Business
Xu (Chloe) Deng Xu (Chloe) Deng's Scottrade Experience 2014 - 2014
Job Content Service, Associate at Axioma Inc.
Industry Financial Services
Experience
Axioma Inc. August 2015 - Present
Scottrade 2014 - 2014
Lockton Companies June 2013 - August 2013
Bank of China May 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Photoshop, Social Media, English, R, Python, Data Analysis, Statistics, Economics, Analysis, Financial Analysis, Bayesian statistics, VBA
Education
University of California, Berkeley 2011 — 2015
Statistics
Wuhan Foreign Languages School 1998 — 2010
Axioma Inc. August 2015 - Present
Scottrade 2014 - 2014
Lockton Companies June 2013 - August 2013
Bank of China May 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Photoshop, Social Media, English, R, Python, Data Analysis, Statistics, Economics, Analysis, Financial Analysis, Bayesian statistics, VBA
Education
University of California, Berkeley 2011 — 2015
Statistics
Wuhan Foreign Languages School 1998 — 2010
Jovi Diamond Rodriguez Jovi Diamond Rodriguez's Scottrade Experience June 2015 - Present
Job Bilingual Financial Service Representative
Industry Financial Services
Experience
Scottrade June 2015 - Present
Tufts University Technology Support Center May 2013 - May 2015
Tufts University Technology Support Center August 2012 - May 2013
Tufts University Dining Services October 2011 - May 2012
Skills
Spanish, Customer Service, C++, Microsoft Office, Economics, Entrepreneurship, Teamwork, Editing, PowerPoint, Microsoft Excel, Microsoft Word, Research
Education
Tufts University 2011 — 2015
Bachelor's degree, Engineering Psychology, Economics, Senior
Scottrade June 2015 - Present
Tufts University Technology Support Center May 2013 - May 2015
Tufts University Technology Support Center August 2012 - May 2013
Tufts University Dining Services October 2011 - May 2012
Skills
Spanish, Customer Service, C++, Microsoft Office, Economics, Entrepreneurship, Teamwork, Editing, PowerPoint, Microsoft Excel, Microsoft Word, Research
Education
Tufts University 2011 — 2015
Bachelor's degree, Engineering Psychology, Economics, Senior
Ida Xiang's Scottrade Experience November 2011 - June 2012
Job Senior Associate at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management July 2015 - Present
First Republic Private Wealth Management September 2013 - July 2015
Wells Fargo November 2012 - August 2013
University of California-Davis August 2010 - October 2012
Scottrade November 2011 - June 2012
Skills
Microsoft Excel, Customer Service, Finance, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Customer Satisfaction, Budgets, Analysis, Marketing Strategy, CRM, Operations Management, Marketing, Employee Training, Investments, Account Management
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
First Republic Private Wealth Management July 2015 - Present
First Republic Private Wealth Management September 2013 - July 2015
Wells Fargo November 2012 - August 2013
University of California-Davis August 2010 - October 2012
Scottrade November 2011 - June 2012
Skills
Microsoft Excel, Customer Service, Finance, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Customer Satisfaction, Budgets, Analysis, Marketing Strategy, CRM, Operations Management, Marketing, Employee Training, Investments, Account Management
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
Chrissy (Glover) Thornhill Chrissy (Glover) Thornhill's Scottrade Experience 2011 - 2013
Job Global Employer Brand Manager at Salesforce
Industry Marketing and Advertising
Experience
Salesforce May 2015 - Present
Opower January 2014 - April 2015
Charles Schwab January 2013 - January 2014
Scottrade 2011 - 2013
Scottrade 2007 - 2011
Ajilon Finance Solutions 2007 - 2007
HSBC 2002 - 2007
Skills
Recruiting, College Recruiting, Interviews, Social Media, Employer Branding, Human Resources, Employee Training, Social Media Marketing, Training, Marketing, Social Networking, Leadership, Technical Recruiting, Sourcing, Time Management, Strategy, Presenter, Employee Benefits, Temporary Placement, University Relations, Hiring, Corporate Branding, Business Development, SDLC, Career Development, College Relations, Recruitment/Retention, Internships, Recruitment Technology, Media Knowledge, Social Media Relations, Social Branding, Training & Development, Digital Marketing
Education
Truman State University 1997 — 2001
B.S.
Hickman High School
Salesforce May 2015 - Present
Opower January 2014 - April 2015
Charles Schwab January 2013 - January 2014
Scottrade 2011 - 2013
Scottrade 2007 - 2011
Ajilon Finance Solutions 2007 - 2007
HSBC 2002 - 2007
Skills
Recruiting, College Recruiting, Interviews, Social Media, Employer Branding, Human Resources, Employee Training, Social Media Marketing, Training, Marketing, Social Networking, Leadership, Technical Recruiting, Sourcing, Time Management, Strategy, Presenter, Employee Benefits, Temporary Placement, University Relations, Hiring, Corporate Branding, Business Development, SDLC, Career Development, College Relations, Recruitment/Retention, Internships, Recruitment Technology, Media Knowledge, Social Media Relations, Social Branding, Training & Development, Digital Marketing
Education
Truman State University 1997 — 2001
B.S.
Hickman High School
Alex X. Alvarez Alex X. Alvarez's Scottrade Experience February 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade February 2015 - Present
Comerica Bank July 2012 - February 2013
Union Bank January 2010 - July 2012
Citibank May 2005 - January 2010
American Express Financial Advisors April 2004 - March 2005
Skills
Banking, Portfolio Management, Loans, Investments, Finance, Financial Services, Retail Banking, Strategic Financial..., Management, Sales, Insurance, CRM
Education
University of California, Irvine
Bachelor of Arts, History
Scottrade February 2015 - Present
Comerica Bank July 2012 - February 2013
Union Bank January 2010 - July 2012
Citibank May 2005 - January 2010
American Express Financial Advisors April 2004 - March 2005
Skills
Banking, Portfolio Management, Loans, Investments, Finance, Financial Services, Retail Banking, Strategic Financial..., Management, Sales, Insurance, CRM
Education
University of California, Irvine
Bachelor of Arts, History
Bradley Potts Bradley Potts's Scottrade Experience January 2011 - Present
Job Owner of Gateway Comics, publishing a free webcomic at www.sundaysuperheroes.com
Industry Publishing
Experience
Gateway Comics June 2011 - Present
Scottrade January 2011 - Present
Washington University November 2005 - December 2010
AC Technologies February 2001 - November 2005
Veterans Health Administration 2001 - 2005
IBM October 1999 - January 2001
GE February 1998 - September 1999
GE Silicones 1995 - 1998
Skills
Active Directory, Management, Disaster Recovery, Windows Server, Servers, Windows 7, Troubleshooting, Microsoft Exchange, Networking, Project Management, System Administration, SAN
Education
University of Leicester 2008 — 2010
Postgraduate Deploma, Archaeology & Heritage
Washington University in St 2005 — 2008
Bachelors of Science with Final Honors, Anthropology
University at Albany, SUNY 1993 — 1994
Bachelor of Science, Business Administration; Marketing and Management
Gateway Comics June 2011 - Present
Scottrade January 2011 - Present
Washington University November 2005 - December 2010
AC Technologies February 2001 - November 2005
Veterans Health Administration 2001 - 2005
IBM October 1999 - January 2001
GE February 1998 - September 1999
GE Silicones 1995 - 1998
Skills
Active Directory, Management, Disaster Recovery, Windows Server, Servers, Windows 7, Troubleshooting, Microsoft Exchange, Networking, Project Management, System Administration, SAN
Education
University of Leicester 2008 — 2010
Postgraduate Deploma, Archaeology & Heritage
Washington University in St 2005 — 2008
Bachelors of Science with Final Honors, Anthropology
University at Albany, SUNY 1993 — 1994
Bachelor of Science, Business Administration; Marketing and Management
Alex Masluk's Scottrade Experience December 2009 - June 2010
Job Support Engineer at Palamida, Inc.
Industry Computer Software
Experience
Palamida, Inc. October 2014 - Present
Palamida, Inc. June 2011 - September 2014
FlyTelligent June 2010 - December 2010
Scottrade December 2009 - June 2010
Skills
Databases, SQL, Linux, MySQL, Java, Eclipse, Data Analysis, Regular Expressions, Oracle, JIRA, System Administration, TCP/IP, SSH, FTP, HTML, CSS, Business Intelligence, Analytics, Research, Microsoft Excel, Web Development, Software Quality...
Education
University of California, San Diego 2007 — 2010
Bachelor's Degree, Economics
Palamida, Inc. October 2014 - Present
Palamida, Inc. June 2011 - September 2014
FlyTelligent June 2010 - December 2010
Scottrade December 2009 - June 2010
Skills
Databases, SQL, Linux, MySQL, Java, Eclipse, Data Analysis, Regular Expressions, Oracle, JIRA, System Administration, TCP/IP, SSH, FTP, HTML, CSS, Business Intelligence, Analytics, Research, Microsoft Excel, Web Development, Software Quality...
Education
University of California, San Diego 2007 — 2010
Bachelor's Degree, Economics
Heather Honstein's Scottrade Experience August 2011 - June 2012
Job Executive Director at Yoga Activist
Industry Nonprofit Organization Management
Experience
Yoga Activist June 2013 - Present
Yoga District January 2013 - June 2013
Women's Campaign Forum June 2012 - September 2012
Scottrade August 2011 - June 2012
Reily Fitness Center January 2010 - August 2011
Girls on the Run of New Orleans January 2011 - May 2011
SOS Children's Villages Kenya June 2009 - August 2009
Newlin Capital Partners June 2008 - August 2008
Skills
CPR and AED Certified, RYT-200
Education
Tulane University 2008 — 2012
BA, International Development & Economics
University of Cape Town
International Economics
Yoga Activist June 2013 - Present
Yoga District January 2013 - June 2013
Women's Campaign Forum June 2012 - September 2012
Scottrade August 2011 - June 2012
Reily Fitness Center January 2010 - August 2011
Girls on the Run of New Orleans January 2011 - May 2011
SOS Children's Villages Kenya June 2009 - August 2009
Newlin Capital Partners June 2008 - August 2008
Skills
CPR and AED Certified, RYT-200
Education
Tulane University 2008 — 2012
BA, International Development & Economics
University of Cape Town
International Economics
Frank Baldo Frank Baldo's Scottrade Experience July 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2011 - July 2014
Euro Pacific Capital July 2007 - April 2011
TD Ameritrade February 2005 - July 2007
Charles Schwab February 2000 - November 2005
Education
University of Bridgeport 1981 — 1983
MBA, Management & Finance
University of Rhode Island - College of Business Administration 1976 — 1979
BBA, Management & Finance
Scottrade July 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2011 - July 2014
Euro Pacific Capital July 2007 - April 2011
TD Ameritrade February 2005 - July 2007
Charles Schwab February 2000 - November 2005
Education
University of Bridgeport 1981 — 1983
MBA, Management & Finance
University of Rhode Island - College of Business Administration 1976 — 1979
BBA, Management & Finance
Donald Plungis Donald Plungis's Scottrade Experience November 2007 - February 2010
Job Inventory Specialist/Lead at Apple
Industry Retail
Experience
Apple - San Francisco Flagship Store May 2015 - Present
ShowsIGoTo.com August 2014 - May 2015
Apple - Central Florida Market February 2014 - May 2015
Apple - Mall at Millenia April 2012 - May 2015
Apple November 2010 - March 2012
University of Central Florida August 2010 - August 2011
Apple June 2010 - November 2010
University of Central Florida January 2010 - August 2010
Scottrade November 2007 - February 2010
Scottrade Financial Services April 2007 - November 2007
Skills
Social Media, Microsoft Office, Research, Data Analysis, Customer Service, Facebook, Public Speaking, PowerPoint, Social Networking, Mac, Sales, Editing, Team Leadership, Microsoft Excel, Retail, Leadership, Access, Photoshop, Teaching, Microsoft Word, Strategic Planning
Education
University of Central Florida 2009 — 2014
Master's Degree, Political Science, Political Analysis and Policy
University of Central Florida 2004 — 2007
Bachelor of Arts, Economics, Political Science - Comparative Studies, Mass Communications (minor)
University of South Florida 2003 — 2004
Apple - San Francisco Flagship Store May 2015 - Present
ShowsIGoTo.com August 2014 - May 2015
Apple - Central Florida Market February 2014 - May 2015
Apple - Mall at Millenia April 2012 - May 2015
Apple November 2010 - March 2012
University of Central Florida August 2010 - August 2011
Apple June 2010 - November 2010
University of Central Florida January 2010 - August 2010
Scottrade November 2007 - February 2010
Scottrade Financial Services April 2007 - November 2007
Skills
Social Media, Microsoft Office, Research, Data Analysis, Customer Service, Facebook, Public Speaking, PowerPoint, Social Networking, Mac, Sales, Editing, Team Leadership, Microsoft Excel, Retail, Leadership, Access, Photoshop, Teaching, Microsoft Word, Strategic Planning
Education
University of Central Florida 2009 — 2014
Master's Degree, Political Science, Political Analysis and Policy
University of Central Florida 2004 — 2007
Bachelor of Arts, Economics, Political Science - Comparative Studies, Mass Communications (minor)
University of South Florida 2003 — 2004
Ryan Ozog Ryan Ozog's Scottrade Experience July 2010 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2010 - Present
Scottrade August 2008 - July 2010
Skills
Communication, Stock Market, Polish, Sales, Business, Talking, Trading, Series 63, Investments, Finance, Series 7, Securities, Mutual Funds, FINRA, Banking
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Science (BS), Economics
University of California, Santa Cruz 2005 — 2009
Economics
Scottrade July 2010 - Present
Scottrade August 2008 - July 2010
Skills
Communication, Stock Market, Polish, Sales, Business, Talking, Trading, Series 63, Investments, Finance, Series 7, Securities, Mutual Funds, FINRA, Banking
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Science (BS), Economics
University of California, Santa Cruz 2005 — 2009
Economics
Marcus Reed Marcus Reed's Scottrade Experience November 2014 - Present
Job Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Lawrence Stan Johnson's Scottrade Experience May 1998 - May 2000
Job at
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
Eric Lojka Eric Lojka's Scottrade Experience November 2011 - Present
Job stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Dwellworks, LLC November 2010 - November 2011
Arizona Opera August 2000 - May 2010
Education
University of Arizona, Eller College of Management
Scottrade November 2011 - Present
Dwellworks, LLC November 2010 - November 2011
Arizona Opera August 2000 - May 2010
Education
University of Arizona, Eller College of Management
Christopher Harrell Christopher Harrell's Scottrade Experience March 2005 - July 2012
Job Options Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Raregem 1997 - Present
Scottrade March 2005 - July 2012
MetLife Investors September 2002 - March 2005
Skills
Series 7, Series 63, Series 24, Estate Planning, Portfolio Management, Motivation, Series 4, FINRA
Education
Webster University 2011 — 2015
Master's degree, Finance
Central Missouri State University
Webster University
Bachelor of Science (BS), Finance
cardinal ritter
Wells Fargo Advisors July 2012 - Present
Raregem 1997 - Present
Scottrade March 2005 - July 2012
MetLife Investors September 2002 - March 2005
Skills
Series 7, Series 63, Series 24, Estate Planning, Portfolio Management, Motivation, Series 4, FINRA
Education
Webster University 2011 — 2015
Master's degree, Finance
Central Missouri State University
Webster University
Bachelor of Science (BS), Finance
cardinal ritter
Derek Homan Derek Homan's Scottrade Experience August 2010 - October 2011
Job Client Manager at Capital Wealth Management
Industry Financial Services
Experience
Scottrade August 2010 - October 2011
Southwestern Motor Transport May 2010 - August 2010
The Healing Staff August 2009 - December 2009
Skills
MS Excel Pivot Tables, PowerPoint, Microsoft Excel, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, 10 Key, QuickBooks, Outlook, Payroll, Marketing Strategy, Product Marketing, Cost Accounting, Research, Client/server, Client Development, Client Liaison, Client Representation, Branch Management, Branch Operation, Portfolio Management, Portfolio Assessment, Investment Portfolio, Investments, Investor Relations
Education
The University of Texas at San Antonio 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.0
Scottrade August 2010 - October 2011
Southwestern Motor Transport May 2010 - August 2010
The Healing Staff August 2009 - December 2009
Skills
MS Excel Pivot Tables, PowerPoint, Microsoft Excel, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, 10 Key, QuickBooks, Outlook, Payroll, Marketing Strategy, Product Marketing, Cost Accounting, Research, Client/server, Client Development, Client Liaison, Client Representation, Branch Management, Branch Operation, Portfolio Management, Portfolio Assessment, Investment Portfolio, Investments, Investor Relations
Education
The University of Texas at San Antonio 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.0
Glenn Wiley Glenn Wiley's Scottrade Experience November 2010 - June 2013
Job Senior Software Engineer at Reinsurance Group of America, Incorporated
Industry Computer Software
Experience
Reinsurance Group of America, Incorporated February 2015 - Present
Aclara June 2013 - February 2015
Scottrade November 2010 - June 2013
Horizons Consulting January 2008 - November 2010
Scottrade July 2006 - January 2008
Skills
.NET, C#, Visual Studio, Web Services, Web Development, ASP.NET MVC, ASP.NET, ASP.NET Web API, WCF, JavaScript, jQuery, JSON, CSS, HTML, SQL, Microsoft SQL Server, T-SQL, Oracle, PL/SQL, Unit Testing, Agile, Agile Methodologies, REST, Kendo, AngularJS, Integration, Bootstrap, XML, SOAP, MVC, TFS, IIS, LINQ, AJAX, Microsoft Technologies, SOA, Multithreaded..., Message Queue, XSL, VB.NET, WSDL, SharePoint
Education
Webster University 2012 — 2014
Master of Science (M.S.), Computer Science, Graduate Honors
Truman State University 1990 — 1994
Bachelor of Arts (B.A.), Business Administration: Management
Reinsurance Group of America, Incorporated February 2015 - Present
Aclara June 2013 - February 2015
Scottrade November 2010 - June 2013
Horizons Consulting January 2008 - November 2010
Scottrade July 2006 - January 2008
Skills
.NET, C#, Visual Studio, Web Services, Web Development, ASP.NET MVC, ASP.NET, ASP.NET Web API, WCF, JavaScript, jQuery, JSON, CSS, HTML, SQL, Microsoft SQL Server, T-SQL, Oracle, PL/SQL, Unit Testing, Agile, Agile Methodologies, REST, Kendo, AngularJS, Integration, Bootstrap, XML, SOAP, MVC, TFS, IIS, LINQ, AJAX, Microsoft Technologies, SOA, Multithreaded..., Message Queue, XSL, VB.NET, WSDL, SharePoint
Education
Webster University 2012 — 2014
Master of Science (M.S.), Computer Science, Graduate Honors
Truman State University 1990 — 1994
Bachelor of Arts (B.A.), Business Administration: Management
Laura Beth Cleveland Laura Beth Cleveland's Scottrade Experience September 2014 - Present
Job Brokerage Strategy Analyst at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Accenture May 2014 - August 2014
Accenture February 2013 - April 2014
Skills
Business Strategy, Competitive Analysis, Data Analysis, Executive Presentation..., Presentation Design, Strategic Planning, Financial Modeling, Financial Analysis, Valuation, Market Research, Cross-functional Team..., Process Improvement
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration
Truman State University 2006 — 2010
Bachelor of Science, Economics; Business Administration
Scottrade September 2014 - Present
Accenture May 2014 - August 2014
Accenture February 2013 - April 2014
Skills
Business Strategy, Competitive Analysis, Data Analysis, Executive Presentation..., Presentation Design, Strategic Planning, Financial Modeling, Financial Analysis, Valuation, Market Research, Cross-functional Team..., Process Improvement
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration
Truman State University 2006 — 2010
Bachelor of Science, Economics; Business Administration
Daniel O'Donnell Daniel O'Donnell's Scottrade Experience June 2008 - May 2011
Job IDAM Security Engineer
Industry Information Technology and Services
Experience
College of American Pathologist March 2014 - August 2014
Tallgrass Technologies January 2013 - September 2013
Rose International October 2012 - December 2012
ECCO Select May 2011 - February 2012
Scottrade June 2008 - May 2011
Paige Technologies December 2007 - April 2008
Skills
Oracle, Java, Databases, Tomcat, Oracle Identity Manager, SharePoint, SQL, Weblogic, Visio, Apache, Linux, Active Directory, Networking, Software Documentation, Operating Systems, Testing, Servers, LDAP, Troubleshooting, Security, Integration, Identity Management, Microsoft SQL Server, VMware, SDLC, Unix, Disaster Recovery, Technical Support, IIS, Windows Server, System Deployment, WebLogic
Education
Comptia 2013 — 2013
University of Central Missouri 1983 — 1986
College of American Pathologist March 2014 - August 2014
Tallgrass Technologies January 2013 - September 2013
Rose International October 2012 - December 2012
ECCO Select May 2011 - February 2012
Scottrade June 2008 - May 2011
Paige Technologies December 2007 - April 2008
Skills
Oracle, Java, Databases, Tomcat, Oracle Identity Manager, SharePoint, SQL, Weblogic, Visio, Apache, Linux, Active Directory, Networking, Software Documentation, Operating Systems, Testing, Servers, LDAP, Troubleshooting, Security, Integration, Identity Management, Microsoft SQL Server, VMware, SDLC, Unix, Disaster Recovery, Technical Support, IIS, Windows Server, System Deployment, WebLogic
Education
Comptia 2013 — 2013
University of Central Missouri 1983 — 1986
Ryan Bandell Ryan Bandell's Scottrade Experience April 2011 - December 2011
Job Licensed Real Estate Agent/ Buyers Specialist
Industry Real Estate
Experience
Keller Williams February 2014 - Present
Wells Fargo December 2012 - January 2014
US Army Public Health Command January 2012 - December 2012
CarMax April 2008 - January 2012
Scottrade April 2011 - December 2011
new sales consultants May 2003 - January 2009
Calvert Hall College High School (Towson, MD) 2003 - 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, PowerPoint, Sales, Microsoft Word, Social Media, Retail, Investments, Sales Management, Inventory Management, Leadership, Team Leadership, Sales Operations, First Time Home Buyers, Great communications..., Customer Satisfaction, Management, Marketing, Time Management
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), BS in Economics and Business Administration
Calvert Hall College High School 2003 — 2007
Keller Williams February 2014 - Present
Wells Fargo December 2012 - January 2014
US Army Public Health Command January 2012 - December 2012
CarMax April 2008 - January 2012
Scottrade April 2011 - December 2011
new sales consultants May 2003 - January 2009
Calvert Hall College High School (Towson, MD) 2003 - 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, PowerPoint, Sales, Microsoft Word, Social Media, Retail, Investments, Sales Management, Inventory Management, Leadership, Team Leadership, Sales Operations, First Time Home Buyers, Great communications..., Customer Satisfaction, Management, Marketing, Time Management
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), BS in Economics and Business Administration
Calvert Hall College High School 2003 — 2007
Jeff Sikand Jeff Sikand's Scottrade Experience 2000 - 2002
Job Sr. Director Cloud Alliances, ADP Marketplace at ADP
Industry Information Technology and Services
Experience
ADP 2015 - Present
RMS 2014 - 2014
Schleicher Group 2008 - 2014
Harris Economics Group 2007 - 2008
Sabbatical 2004 - 2007
Econ One Research 2002 - 2004
Scottrade 2000 - 2002
Skills
Strategy, Microsoft Excel, Data Analysis, Business Strategy, SAS programming, Financial Analysis, Strategic Partnerships, Marketing Strategy, International Business, Strategic Negotiations, Analysis, Management, Economics, Management Consulting, Channel Partner..., Strategic Financial..., Strategic Sourcing, International Project..., Financial Modeling, Global Sourcing, Business Development, Program Management, Project Planning, Due Diligence, Product Marketing, New Business Development, Entrepreneurship, Go-to-market Strategy, Start-ups, Contract Negotiation, Revenue & Profit Growth, Data as a Service, SaaS, Global Alliances, PaaS
Education
University of California, Santa Barbara 2001 — 2002
Master of Arts (M.A.), Economics
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (B.A.), Business Economics
ADP 2015 - Present
RMS 2014 - 2014
Schleicher Group 2008 - 2014
Harris Economics Group 2007 - 2008
Sabbatical 2004 - 2007
Econ One Research 2002 - 2004
Scottrade 2000 - 2002
Skills
Strategy, Microsoft Excel, Data Analysis, Business Strategy, SAS programming, Financial Analysis, Strategic Partnerships, Marketing Strategy, International Business, Strategic Negotiations, Analysis, Management, Economics, Management Consulting, Channel Partner..., Strategic Financial..., Strategic Sourcing, International Project..., Financial Modeling, Global Sourcing, Business Development, Program Management, Project Planning, Due Diligence, Product Marketing, New Business Development, Entrepreneurship, Go-to-market Strategy, Start-ups, Contract Negotiation, Revenue & Profit Growth, Data as a Service, SaaS, Global Alliances, PaaS
Education
University of California, Santa Barbara 2001 — 2002
Master of Arts (M.A.), Economics
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (B.A.), Business Economics
Jared Sanderson Jared Sanderson's Scottrade Experience May 2008 - June 2009
Job Senior Financial Analyst at Nemours
Industry Hospital & Health Care
Experience
Nemours March 2014 - Present
Harris Corporation April 2010 - March 2014
Scottrade May 2008 - June 2009
Dytech Group April 2007 - July 2008
Skills
Access, Financial Analysis, Excel, Finance, Leadership, Program Management, Internal Controls, Sales, Financial Modeling, Forecasting, Analysis, Strategic Financial..., Accounting, Budgets, Variance Analysis, Microsoft Excel, Process Improvement, Management
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelors, Finance
Nemours March 2014 - Present
Harris Corporation April 2010 - March 2014
Scottrade May 2008 - June 2009
Dytech Group April 2007 - July 2008
Skills
Access, Financial Analysis, Excel, Finance, Leadership, Program Management, Internal Controls, Sales, Financial Modeling, Forecasting, Analysis, Strategic Financial..., Accounting, Budgets, Variance Analysis, Microsoft Excel, Process Improvement, Management
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelors, Finance
Stewart Wedge CPA Stewart Wedge CPA's Scottrade Experience 2003 - 2004
Job Shareholder at Turner + Cleveland PC
Industry Accounting
Experience
Turner + Cleveland PC December 2013 - Present
Weaver and Tidwell LLP May 2009 - January 2012
BKD, LLP May 2007 - May 2009
Turner & Cleveland January 2005 - June 2007
Scottrade 2003 - 2004
Skills
CPA, Tax, Accounting, Finance, Tax Accounting, Financial Reporting, General Ledger, US GAAP, Corporate Tax, Internal Controls, External Audit, Income Tax, Financial Statements, Tax Preparation, GAAP, SEC filings, Financial Accounting, Tax Returns, Partnership Taxation, Sarbanes-Oxley Act, Auditing, Tax Advisory, QuickBooks, Tax Research
Education
The University of Texas at San Antonio 2002 — 2007
BBA (2), Accounting & Finance
Turner + Cleveland PC December 2013 - Present
Weaver and Tidwell LLP May 2009 - January 2012
BKD, LLP May 2007 - May 2009
Turner & Cleveland January 2005 - June 2007
Scottrade 2003 - 2004
Skills
CPA, Tax, Accounting, Finance, Tax Accounting, Financial Reporting, General Ledger, US GAAP, Corporate Tax, Internal Controls, External Audit, Income Tax, Financial Statements, Tax Preparation, GAAP, SEC filings, Financial Accounting, Tax Returns, Partnership Taxation, Sarbanes-Oxley Act, Auditing, Tax Advisory, QuickBooks, Tax Research
Education
The University of Texas at San Antonio 2002 — 2007
BBA (2), Accounting & Finance
Andrea Goldstein Andrea Goldstein's Scottrade Experience 2009 - December 2010
Job Brand Manager at Royal Canin
Industry Marketing and Advertising
Experience
Royal Canin, a division of Mars, Inc. January 2011 - Present
Scottrade 2009 - December 2010
Osborn & Barr Communications 2006 - 2009
Weintraub Advertising 2004 - 2006
Red Rock Communications 2002 - 2004
Skills
Integrated Marketing, Marketing Communications, Advertising, Brand Management, Marketing, Product Management, Strategy, Strategic Planning, Marketing Strategy, Creative Direction, Strategic Communications, Budgets, Business Planning, Internal Communications, Product Development, Trade Shows, Brand Development
Education
Washington University in St. Louis 2002 — 2004
BA, Marketing, Spanish
Tulane University 2000 — 2002
Royal Canin, a division of Mars, Inc. January 2011 - Present
Scottrade 2009 - December 2010
Osborn & Barr Communications 2006 - 2009
Weintraub Advertising 2004 - 2006
Red Rock Communications 2002 - 2004
Skills
Integrated Marketing, Marketing Communications, Advertising, Brand Management, Marketing, Product Management, Strategy, Strategic Planning, Marketing Strategy, Creative Direction, Strategic Communications, Budgets, Business Planning, Internal Communications, Product Development, Trade Shows, Brand Development
Education
Washington University in St. Louis 2002 — 2004
BA, Marketing, Spanish
Tulane University 2000 — 2002
Rock Harris Rock Harris's Scottrade Experience May 2009 - August 2015
Job Fryolator Trainee, Second Class
Industry Computer Software
Experience
Asynchrony Labs August 2015 - Present
Scottrade May 2009 - August 2015
Engine Yard June 2008 - January 2009
KForce November 2007 - June 2008
Marketing Direct, Inc. February 2006 - September 2007
Kanbay Incorporated April 2004 - May 2005
A.G. Edwards 1999 - 2004
Skills
SQL, Microsoft SQL Server, Oracle, Java, Databases, Perl, Data Warehousing, C++, C, Project Management, Data Analysis, Agile Methodologies, XML, JavaScript, Linux, Software Development, C#, ASP.NET, Web Services, .NET, Web Applications, Apache, Visual Studio, Database Design, Ruby on Rails, WCF, Programming, Ruby, AJAX, jQuery, PostgreSQL, Test Driven Development, SOA, Web Development
Education
United States Naval Academy 1984 — 1988
Bachelor’s Degree, Computer Science, Military Science (killing people)
Asynchrony Labs August 2015 - Present
Scottrade May 2009 - August 2015
Engine Yard June 2008 - January 2009
KForce November 2007 - June 2008
Marketing Direct, Inc. February 2006 - September 2007
Kanbay Incorporated April 2004 - May 2005
A.G. Edwards 1999 - 2004
Skills
SQL, Microsoft SQL Server, Oracle, Java, Databases, Perl, Data Warehousing, C++, C, Project Management, Data Analysis, Agile Methodologies, XML, JavaScript, Linux, Software Development, C#, ASP.NET, Web Services, .NET, Web Applications, Apache, Visual Studio, Database Design, Ruby on Rails, WCF, Programming, Ruby, AJAX, jQuery, PostgreSQL, Test Driven Development, SOA, Web Development
Education
United States Naval Academy 1984 — 1988
Bachelor’s Degree, Computer Science, Military Science (killing people)
Chris Mercer Chris Mercer's Scottrade Experience April 2015 - Present
Job Branch Manager at Scottrade. Founder of Marketing Website
Industry Financial Services
Experience
Scottrade April 2015 - Present
Scottrade January 2008 - March 2015
Abt Electronics September 2006 - June 2011
Skills
Financial Analysis, Investments, Leadership, Management, Microsoft Excel, Mutual Funds, Sales, Trading, Data Analysis, Finance, Business Strategy, CRM, Analysis, Accounting, Mergers & Acquisitions, Options, Portfolio Management, Corporate Finance, Strategic Financial..., Series 7, Equities, Financial Markets, Series 63, Marketing, Outlook, Strategic Planning, Asset Management, Financial Services, Derivatives, Investment Strategies, Equity Research, Fixed Income, Entrepreneurship
Education
DePaul University 2006 — 2011
BS, Finance
Universitat Pompeu Fabra 2009 — 2009
Semester abroad, International Business and language
Scottrade April 2015 - Present
Scottrade January 2008 - March 2015
Abt Electronics September 2006 - June 2011
Skills
Financial Analysis, Investments, Leadership, Management, Microsoft Excel, Mutual Funds, Sales, Trading, Data Analysis, Finance, Business Strategy, CRM, Analysis, Accounting, Mergers & Acquisitions, Options, Portfolio Management, Corporate Finance, Strategic Financial..., Series 7, Equities, Financial Markets, Series 63, Marketing, Outlook, Strategic Planning, Asset Management, Financial Services, Derivatives, Investment Strategies, Equity Research, Fixed Income, Entrepreneurship
Education
DePaul University 2006 — 2011
BS, Finance
Universitat Pompeu Fabra 2009 — 2009
Semester abroad, International Business and language
Jessica Hubbert Jessica Hubbert's Scottrade Experience August 2014 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
Patchi, U.S. November 2013 - September 2014
LPL Financial June 2012 - August 2012
Skills
Microsoft Office, Mac & PC platforms, Stock Research, Microsoft Word, PowerPoint, Research
Education
University of California, Santa Barbara 2013 — 2017
Bachelor's Degree, Economics and Accounting, GPA: 3.92
Scottrade August 2014 - Present
Patchi, U.S. November 2013 - September 2014
LPL Financial June 2012 - August 2012
Skills
Microsoft Office, Mac & PC platforms, Stock Research, Microsoft Word, PowerPoint, Research
Education
University of California, Santa Barbara 2013 — 2017
Bachelor's Degree, Economics and Accounting, GPA: 3.92
Alex Fishman Alex Fishman's Scottrade Experience October 2013 - Present
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2013 - Present
Scottrade June 2012 - September 2013
Scottrade June 2008 - May 2012
Skills
ETFs, Financial Risk, Equities, Portfolio Management, Fixed Income, Investment Strategies, CRM, Financial Advisory, Investment Advisory, Asset Allocation, New Business Development, Key Performance..., Financial Services, Regulatory Compliance, Data Modeling, Performance Metrics, Pilot Projects, Sales Management..., Change Management, Process Optimization, Business Strategy, Strategic Partnerships, Investments, Mutual Funds, Securities, Leadership, Strategy, Wealth Management, Finance
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.)
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management
Scottrade October 2013 - Present
Scottrade June 2012 - September 2013
Scottrade June 2008 - May 2012
Skills
ETFs, Financial Risk, Equities, Portfolio Management, Fixed Income, Investment Strategies, CRM, Financial Advisory, Investment Advisory, Asset Allocation, New Business Development, Key Performance..., Financial Services, Regulatory Compliance, Data Modeling, Performance Metrics, Pilot Projects, Sales Management..., Change Management, Process Optimization, Business Strategy, Strategic Partnerships, Investments, Mutual Funds, Securities, Leadership, Strategy, Wealth Management, Finance
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.)
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management
Gaming Li Gaming Li's Scottrade Experience January 2010 - March 2011
Job Experienced Associate at PwC Consumer Finance Group
Industry Banking
Experience
PwC August 2015 - Present
Bank of America May 2014 - August 2015
Bank of America June 2012 - May 2014
Bank of America June 2011 - August 2011
Scottrade January 2010 - March 2011
Skills
Mandarin, Microsoft Excel, Finance, PowerPoint, Data Analysis, Outlook, Microsoft Office, Microsoft Word, Customer Service, Project Management, Visio, Bloomberg, Monarch Pro, Operations Management, Leadership, Management, Financial Analysis, Analysis, Process Improvement, Research
Education
University of California, Los Angeles 2007 — 2012
B.A., Economics, Chinese
PwC August 2015 - Present
Bank of America May 2014 - August 2015
Bank of America June 2012 - May 2014
Bank of America June 2011 - August 2011
Scottrade January 2010 - March 2011
Skills
Mandarin, Microsoft Excel, Finance, PowerPoint, Data Analysis, Outlook, Microsoft Office, Microsoft Word, Customer Service, Project Management, Visio, Bloomberg, Monarch Pro, Operations Management, Leadership, Management, Financial Analysis, Analysis, Process Improvement, Research
Education
University of California, Los Angeles 2007 — 2012
B.A., Economics, Chinese
Elizabeth Paasch Elizabeth Paasch's Scottrade Experience January 2013 - September 2013
Job Communications, Marketing and Social Media Professional
Industry Marketing and Advertising
Experience
Graybar September 2013 - Present
Scottrade January 2013 - September 2013
Scottrade October 2011 - December 2012
YMCA of Greater St. Louis October 2005 - January 2011
Clear Channel Radio June 2010 - August 2010
Anheuser-Busch June 2009 - August 2009
Skills
Social Media, Blogging, Marketing Communications, Marketing, Public Speaking, Social Media Marketing, Microsoft Office, Strategic Communications, Corporate Communications, PowerPoint, Social Networking, Event Planning, Management, Creative Strategy, Microsoft Excel, Customer Service, CRM, Online Marketing, Public Relations, Event Management, Project Management, Client Engagement, Customer Experience, Online Communities, Customer Relations, Advertising, Strategic Planning, Customer Insight, Blogs, Problem Solving, Case Studies, Cross Promotions, Digital Marketing, Email Marketing, Internal Communications
Education
Webster University 2011 — 2012
Master of Arts (M.A.), Advertising and Marketing Communication, 4.0 GPA
Truman State University 2007 — 2011
Bachelor of Arts (B.A.), Communication; Minor in Business Administration
Nerinx Hall High School 2003 — 2007
Graybar September 2013 - Present
Scottrade January 2013 - September 2013
Scottrade October 2011 - December 2012
YMCA of Greater St. Louis October 2005 - January 2011
Clear Channel Radio June 2010 - August 2010
Anheuser-Busch June 2009 - August 2009
Skills
Social Media, Blogging, Marketing Communications, Marketing, Public Speaking, Social Media Marketing, Microsoft Office, Strategic Communications, Corporate Communications, PowerPoint, Social Networking, Event Planning, Management, Creative Strategy, Microsoft Excel, Customer Service, CRM, Online Marketing, Public Relations, Event Management, Project Management, Client Engagement, Customer Experience, Online Communities, Customer Relations, Advertising, Strategic Planning, Customer Insight, Blogs, Problem Solving, Case Studies, Cross Promotions, Digital Marketing, Email Marketing, Internal Communications
Education
Webster University 2011 — 2012
Master of Arts (M.A.), Advertising and Marketing Communication, 4.0 GPA
Truman State University 2007 — 2011
Bachelor of Arts (B.A.), Communication; Minor in Business Administration
Nerinx Hall High School 2003 — 2007
Ariel Anaya's Scottrade Experience August 2010 - May 2011
Job Real Estate Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan January 2013 - April 2014
GLL Real Estate Partners June 2012 - November 2012
University of Central Florida Business Incubator January 2012 - May 2012
New Hope for Kids August 2011 - December 2011
Marcus & Millichap September 2011 - November 2011
Robert W. Baird & Co. May 2011 - August 2011
Scottrade August 2010 - May 2011
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Financial Analysis, Equities, Investments, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Corporate Finance, Equity Research, Banking, Credit, Mutual Funds, Statistical Modeling, Predictive Analytics, Sales Presentations, Business Relationship..., Commercial Real Estate..., Commercial Real Estate, Asset Management, Multivariate Analysis, Linear Regression, Real Estate Acquisitions, CoStar
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Finance
Olympia High School 2006 — 2007
Mercersburg Academy 2005 — 2006
Trinity Prep 2004 — 2005
J.P. Morgan Asset Management April 2014 - Present
J.P. Morgan January 2013 - April 2014
GLL Real Estate Partners June 2012 - November 2012
University of Central Florida Business Incubator January 2012 - May 2012
New Hope for Kids August 2011 - December 2011
Marcus & Millichap September 2011 - November 2011
Robert W. Baird & Co. May 2011 - August 2011
Scottrade August 2010 - May 2011
Skills
Financial Modeling, Valuation, Bloomberg, Finance, Financial Analysis, Equities, Investments, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Corporate Finance, Equity Research, Banking, Credit, Mutual Funds, Statistical Modeling, Predictive Analytics, Sales Presentations, Business Relationship..., Commercial Real Estate..., Commercial Real Estate, Asset Management, Multivariate Analysis, Linear Regression, Real Estate Acquisitions, CoStar
Education
University of Central Florida 2009 — 2012
Bachelor of Science, Finance
Olympia High School 2006 — 2007
Mercersburg Academy 2005 — 2006
Trinity Prep 2004 — 2005
Roland Alexander's Scottrade Experience November 2012 - Present
Job Senior Database Developer at Scottrade
Industry Information Technology and Services
Experience
Scottrade November 2012 - Present
Scottrade May 2009 - November 2012
Oreck Corporation October 2003 - December 2008
Digital Consulting & Software Services 1997 - 2001
Interactive Systems International 1996 - 1997
Armstrong's Supply Company 1990 - 1996
Skills
Replication, Disaster Recovery, Relational Databases, Visual Studio, Windows Server, SDLC, Troubleshooting, Database Triggers, Business Analysis, SQL Server Management..., Access, SQL Tuning, Execution Plans, Database Design, Database Administration, Database Security, Technical Writing, Voice Over, Voice Acting, Teaching, Team Leadership, Microsoft SQL Server, Visual Studio Database..., Database Performance, Blogger, Mentoring, Database Development, Canoeing, Camping, Bird Watching, Code Review, Database Best Practices, Testing, SSIS, ETL, SQL, Databases
Education
Tulane University 1993 — 1996
B.S., Computer Information Systems
John F. Kennedy High School 1973 — 1976
Diploma
Scottrade November 2012 - Present
Scottrade May 2009 - November 2012
Oreck Corporation October 2003 - December 2008
Digital Consulting & Software Services 1997 - 2001
Interactive Systems International 1996 - 1997
Armstrong's Supply Company 1990 - 1996
Skills
Replication, Disaster Recovery, Relational Databases, Visual Studio, Windows Server, SDLC, Troubleshooting, Database Triggers, Business Analysis, SQL Server Management..., Access, SQL Tuning, Execution Plans, Database Design, Database Administration, Database Security, Technical Writing, Voice Over, Voice Acting, Teaching, Team Leadership, Microsoft SQL Server, Visual Studio Database..., Database Performance, Blogger, Mentoring, Database Development, Canoeing, Camping, Bird Watching, Code Review, Database Best Practices, Testing, SSIS, ETL, SQL, Databases
Education
Tulane University 1993 — 1996
B.S., Computer Information Systems
John F. Kennedy High School 1973 — 1976
Diploma
Matthew Hite, CISA Matthew Hite, CISA's Scottrade Experience August 2008 - August 2009
Job Senior Associate at BrightLine CPAs & Associates, Inc.
Industry Information Technology and Services
Experience
BrightLine CPAs & Associates, Inc. July 2012 - Present
KPMG LLP July 2010 - July 2012
The University Co-op May 2008 - April 2010
Scottrade August 2008 - August 2009
Skills
Sarbanes-Oxley, IT Audit, External Audit, Internal Audit, SSAE16, SOC 1, SAS70, Internal Controls, Microsoft Excel, Microsoft Office, Access, Data Analysis, Business Analysis, Process Improvement, Risk Management, Risk Assessment, PeopleSoft, Oracle HR, Oracle Financial, Windows Server, SQL, Linux, Oracle SQL, Leadership, Segregation of Duties, Enterprise Risk..., Auditing, SSAE 16, Budgets, Finance, CISA, COSO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Management Information Systems and Finance
BrightLine CPAs & Associates, Inc. July 2012 - Present
KPMG LLP July 2010 - July 2012
The University Co-op May 2008 - April 2010
Scottrade August 2008 - August 2009
Skills
Sarbanes-Oxley, IT Audit, External Audit, Internal Audit, SSAE16, SOC 1, SAS70, Internal Controls, Microsoft Excel, Microsoft Office, Access, Data Analysis, Business Analysis, Process Improvement, Risk Management, Risk Assessment, PeopleSoft, Oracle HR, Oracle Financial, Windows Server, SQL, Linux, Oracle SQL, Leadership, Segregation of Duties, Enterprise Risk..., Auditing, SSAE 16, Budgets, Finance, CISA, COSO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Management Information Systems and Finance
Matt Freeman - Industrial Sales Matt Freeman - Industrial Sales's Scottrade Experience February 2008 - September 2010
Job Territory Sales Manager Terex Services at Terex Corporation
Industry Machinery
Experience
Terex Corporation December 2014 - Present
MH Equipment Company October 2012 - December 2014
Heartland Payment Systems September 2010 - October 2012
Scottrade February 2008 - September 2010
Edward Jones February 1994 - October 2006
Skills
Direct Sales, New Business Development, Cost Reduction, B2B, Account Management, Cold Calling, Customer Service, Consultative Selling, Sales Management, Negotiation, Contract Negotiation, Selling, Business Development
Education
Webster University 1995 — 2000
Master, Business Administration
Truman State University 1989 — 1993
BA, Psychology
Terex Corporation December 2014 - Present
MH Equipment Company October 2012 - December 2014
Heartland Payment Systems September 2010 - October 2012
Scottrade February 2008 - September 2010
Edward Jones February 1994 - October 2006
Skills
Direct Sales, New Business Development, Cost Reduction, B2B, Account Management, Cold Calling, Customer Service, Consultative Selling, Sales Management, Negotiation, Contract Negotiation, Selling, Business Development
Education
Webster University 1995 — 2000
Master, Business Administration
Truman State University 1989 — 1993
BA, Psychology
Noah Huth Noah Huth's Scottrade Experience June 2007 - December 2007
Job Business Development at Elementum SCM
Industry Computer Software
Experience
Elementum SCM July 2014 - Present
Flextronics January 2013 - July 2014
ThinkEquity LLC September 2010 - October 2012
Merriman Curhan Ford & Co. March 2010 - August 2010
LECG March 2008 - March 2010
Scottrade June 2007 - December 2007
Skills
Consumer Electronics, Valuation, Financial Modeling, Equity Research, Financial Analysis, Venture Capital, Mergers, Equities, Investment Banking, Corporate Finance, Business Strategy, Strategy, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics & Political Science
Elementum SCM July 2014 - Present
Flextronics January 2013 - July 2014
ThinkEquity LLC September 2010 - October 2012
Merriman Curhan Ford & Co. March 2010 - August 2010
LECG March 2008 - March 2010
Scottrade June 2007 - December 2007
Skills
Consumer Electronics, Valuation, Financial Modeling, Equity Research, Financial Analysis, Venture Capital, Mergers, Equities, Investment Banking, Corporate Finance, Business Strategy, Strategy, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics & Political Science
Willie Dallas Willie Dallas's Scottrade Experience October 2010 - September 2012
Job Application Support Engineer at Scottrade
Industry Banking
Experience
Scottrade October 2010 - September 2012
TSYS 2007 - 2009
VITAL Processing Services 2005 - 2007
Vital Processing Services 1999 - 2005
Vital Processing Services 1997 - 1999
Skills
SDLC, Windows Server, VMware, SQL, Microsoft SQL Server, Software Documentation, Technical Support, Windows, Access, Vendor Management, Software Development, Linux, Visio, Integration, Security, Java, Servers, Disaster Recovery, Enterprise Architecture, Business Analysis, Leadership, System Administration, Networking, IT Management, Unix, Hardware, Active Directory, Information Technology, IIS, Databases, Enterprise Software, SharePoint
Education
University of California, San Francisco 1989 — 1991
B.S., Information Systems Management
Scottrade October 2010 - September 2012
TSYS 2007 - 2009
VITAL Processing Services 2005 - 2007
Vital Processing Services 1999 - 2005
Vital Processing Services 1997 - 1999
Skills
SDLC, Windows Server, VMware, SQL, Microsoft SQL Server, Software Documentation, Technical Support, Windows, Access, Vendor Management, Software Development, Linux, Visio, Integration, Security, Java, Servers, Disaster Recovery, Enterprise Architecture, Business Analysis, Leadership, System Administration, Networking, IT Management, Unix, Hardware, Active Directory, Information Technology, IIS, Databases, Enterprise Software, SharePoint
Education
University of California, San Francisco 1989 — 1991
B.S., Information Systems Management
Brent Jensen's Scottrade Experience December 2007 - Present
Job stock broker at Scottrade
Industry Financial Services
Experience
Scottrade December 2007 - Present
Merrill Lynch October 1996 - May 2007
Pacific Exchange 1996 - 2007
Merrill Lynch February 1989 - May 2006
ABN-AMRO/Chicago Corp/Coast Options February 1989 - October 1996
Skills
Series 63, Options, Equities, Derivatives, Securities, Trading
Education
University of California, Berkeley 1983 — 1988
Bachelor of Arts (B.A.), computer science
Scottrade December 2007 - Present
Merrill Lynch October 1996 - May 2007
Pacific Exchange 1996 - 2007
Merrill Lynch February 1989 - May 2006
ABN-AMRO/Chicago Corp/Coast Options February 1989 - October 1996
Skills
Series 63, Options, Equities, Derivatives, Securities, Trading
Education
University of California, Berkeley 1983 — 1988
Bachelor of Arts (B.A.), computer science
Amandeep Parmar Amandeep Parmar's Scottrade Experience June 2012 - September 2013
Job Risk Analyst II Global Industries & Regional Markets (GIRM) at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
University at Buffalo October 2013 - May 2014
Rich Products Corporation September 2013 - May 2014
Scottrade June 2012 - September 2013
Valero Energy Corporation November 2008 - June 2012
Skills
Financial Analysis, Financial Reporting, Financial Risk, Microsoft Office, Credit Analysis, Financial Management, Competitive Analysis, Service Quality, Business Opportunity..., Market Analysis, Risk Management, Service Excellence, Equity Research, Capital Markets, Statistics, Product Management, Sales Management, Linear Regression, Regression, Correlation Analysis, Financial Modeling
Education
State University of New York at Buffalo 2009 — 2014
Bachelor of Science, Business Administration; Finance, Information Systems
Citi June 2014 - Present
University at Buffalo October 2013 - May 2014
Rich Products Corporation September 2013 - May 2014
Scottrade June 2012 - September 2013
Valero Energy Corporation November 2008 - June 2012
Skills
Financial Analysis, Financial Reporting, Financial Risk, Microsoft Office, Credit Analysis, Financial Management, Competitive Analysis, Service Quality, Business Opportunity..., Market Analysis, Risk Management, Service Excellence, Equity Research, Capital Markets, Statistics, Product Management, Sales Management, Linear Regression, Regression, Correlation Analysis, Financial Modeling
Education
State University of New York at Buffalo 2009 — 2014
Bachelor of Science, Business Administration; Finance, Information Systems
Matt Hallett, M.A. Matt Hallett, M.A.'s Scottrade Experience February 2015 - September 2015
Job Management Consultant | Sales Trainer | Sales Enablement | Sales & Business Development | Peak Performance Consultant
Industry Management Consulting
Experience
Hallett Training & Consulting March 2013 - Present
Scottrade February 2015 - September 2015
Mercuri International March 2013 - February 2015
General Dynamics February 2012 - June 2013
University of Central Florida 2010 - 2011
Mercuri International 2008 - 2009
TechSkills 2007 - 2008
24 Hour Fitness 2005 - 2006
24 Hour Fitness 2005 - 2006
Skills
Training, Leadership Development, Training Delivery, Instructional Design, Leadership, Staff Development, Workshop Facilitation, Instructor-led Training, Coaching, Customer Service, Psychology, Performance Improvement, Adult Education, Consulting, Change Management, Blended Learning, Employee Training, Solution Selling, Performance Management, Public Speaking, Microsoft Office, Training Facilitation, Training Needs Analysis, Corporate Training, Sales Effectiveness, Employee Engagement, Organizational..., ADDIE, Consultative Selling, Sales Management, Management Consulting, Adult Learning Theory, Organizational Learning, Performance Consulting, Management Development, Adult Learning..., Classroom Management, Professional..., Strategy, Sales, Training, Management, New Business Development, Strategic Planning, Marketing
Education
University of Central Florida 2009 — 2011
Master of Arts (MA), Applied Learning & Instruction - Training
University of Missouri-Columbia
Bachelor of Science (BS), Business Management
Hallett Training & Consulting March 2013 - Present
Scottrade February 2015 - September 2015
Mercuri International March 2013 - February 2015
General Dynamics February 2012 - June 2013
University of Central Florida 2010 - 2011
Mercuri International 2008 - 2009
TechSkills 2007 - 2008
24 Hour Fitness 2005 - 2006
24 Hour Fitness 2005 - 2006
Skills
Training, Leadership Development, Training Delivery, Instructional Design, Leadership, Staff Development, Workshop Facilitation, Instructor-led Training, Coaching, Customer Service, Psychology, Performance Improvement, Adult Education, Consulting, Change Management, Blended Learning, Employee Training, Solution Selling, Performance Management, Public Speaking, Microsoft Office, Training Facilitation, Training Needs Analysis, Corporate Training, Sales Effectiveness, Employee Engagement, Organizational..., ADDIE, Consultative Selling, Sales Management, Management Consulting, Adult Learning Theory, Organizational Learning, Performance Consulting, Management Development, Adult Learning..., Classroom Management, Professional..., Strategy, Sales, Training, Management, New Business Development, Strategic Planning, Marketing
Education
University of Central Florida 2009 — 2011
Master of Arts (MA), Applied Learning & Instruction - Training
University of Missouri-Columbia
Bachelor of Science (BS), Business Management
Sheetal Agrawal Sheetal Agrawal's Scottrade Experience January 2008 - July 2008
Job Vice President at Comerica Bank
Industry Banking
Experience
Comerica Bank December 2014 - Present
Comerica Bank October 2013 - December 2014
Comerica Bank October 2011 - September 2013
Allstate August 2011 - October 2011
Allstate Insurance June 2010 - July 2011
Allstate Insurance June 2009 - May 2010
Bearingpoint January 2009 - June 2009
ApogeeNet July 2007 - December 2008
Scottrade January 2008 - July 2008
ESPN Radio September 2005 - September 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Microsoft Excel, Corporate Finance, Strategic Financial..., Finance, Data Analysis, Financial Forecasting, Process Improvement, Hyperion Enterprise, Access, Analysis, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Accounting
Comerica Bank December 2014 - Present
Comerica Bank October 2013 - December 2014
Comerica Bank October 2011 - September 2013
Allstate August 2011 - October 2011
Allstate Insurance June 2010 - July 2011
Allstate Insurance June 2009 - May 2010
Bearingpoint January 2009 - June 2009
ApogeeNet July 2007 - December 2008
Scottrade January 2008 - July 2008
ESPN Radio September 2005 - September 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Microsoft Excel, Corporate Finance, Strategic Financial..., Finance, Data Analysis, Financial Forecasting, Process Improvement, Hyperion Enterprise, Access, Analysis, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Accounting
Andrew Holsted's Scottrade Experience May 2008 - August 2010
Job Senior Developer at Goosetail Labs
Industry Internet
Experience
Goosetail Labs November 2014 - Present
Markit On Demand November 2013 - November 2014
Higashiomi City July 2011 - October 2013
Scottrade May 2008 - August 2010
Skills
CSS, JavaScript, HTML, Web Development, Git, MySQL, jQuery, Web Design, Github, Bash, Mac OS, Chrome Extensions, Finance, Trading, Node.js, AngularJS, MongoDB, Web Applications, AJAX
Education
University of Arkansas at Fayetteville 2003 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Goosetail Labs November 2014 - Present
Markit On Demand November 2013 - November 2014
Higashiomi City July 2011 - October 2013
Scottrade May 2008 - August 2010
Skills
CSS, JavaScript, HTML, Web Development, Git, MySQL, jQuery, Web Design, Github, Bash, Mac OS, Chrome Extensions, Finance, Trading, Node.js, AngularJS, MongoDB, Web Applications, AJAX
Education
University of Arkansas at Fayetteville 2003 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Johannes L. van Niekerk Johannes L. van Niekerk's Scottrade Experience December 2010 - September 2011
Job Financial Operations
Industry Financial Services
Experience
Madison Avenue Securities August 2013 - Present
CrossFit SoCal June 2013 - Present
Altegris Investments March 2012 - January 2013
ITC Scuba July 2006 - February 2012
Scottrade December 2010 - September 2011
McCormick Ambulance August 2006 - August 2009
Nava's Designs June 2005 - July 2006
Skills
Team Leadership, Research, Microsoft Excel, Business Solutions, Word, Excel, PowerPoint, Stata, US GAAP, QuickBooks, Attention To Detail, Able To Multi-task, Time Management, Accounts Payable, Accounts Receivable, Goldmine, Adobe Acrobat, NetX360, Marketing Strategy, Budget Process, Client Development, Manage Client..., Client Presentation, Sales Presentations, Coaching, Business Analytics, Financial Analysis, Employee Training, Hands-on Training, Technical Training, Microsoft Word, Microsoft Office, Analysis, Public Speaking, Investments, Communication, Leadership, Customer Service, Management
Education
University of California, San Diego 2009 — 2011
B.A., Economics
Madison Avenue Securities August 2013 - Present
CrossFit SoCal June 2013 - Present
Altegris Investments March 2012 - January 2013
ITC Scuba July 2006 - February 2012
Scottrade December 2010 - September 2011
McCormick Ambulance August 2006 - August 2009
Nava's Designs June 2005 - July 2006
Skills
Team Leadership, Research, Microsoft Excel, Business Solutions, Word, Excel, PowerPoint, Stata, US GAAP, QuickBooks, Attention To Detail, Able To Multi-task, Time Management, Accounts Payable, Accounts Receivable, Goldmine, Adobe Acrobat, NetX360, Marketing Strategy, Budget Process, Client Development, Manage Client..., Client Presentation, Sales Presentations, Coaching, Business Analytics, Financial Analysis, Employee Training, Hands-on Training, Technical Training, Microsoft Word, Microsoft Office, Analysis, Public Speaking, Investments, Communication, Leadership, Customer Service, Management
Education
University of California, San Diego 2009 — 2011
B.A., Economics
Anthony Falco Anthony Falco's Scottrade Experience March 2014 - May 2014
Job Collateral Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2014 - Present
Scottrade March 2014 - May 2014
Merrill Lynch November 2012 - October 2013
RBC Capital Markets May 2010 - August 2010
Mitsubishi UFJ Securities (USA), Inc. December 2000 - June 2007
Mitsubishi UFJ Securities (USA), Inc. November 1993 - December 2000
Discount Corporation of New York April 1989 - May 1993
Skills
Fixed Income Trading, Fixed Income, Money Market, Middle Office, Bloomberg, Series 7, Electronic Trading, Settlement, Securities Lending, Derivatives, Series 63, Financial Markets, Trading, MBS, Series 65, Bonds, Investments
Education
Saint John's University 1981 — 1984
ASBA
Thomas Edison State College
BSBA, Finance
BNP Paribas May 2014 - Present
Scottrade March 2014 - May 2014
Merrill Lynch November 2012 - October 2013
RBC Capital Markets May 2010 - August 2010
Mitsubishi UFJ Securities (USA), Inc. December 2000 - June 2007
Mitsubishi UFJ Securities (USA), Inc. November 1993 - December 2000
Discount Corporation of New York April 1989 - May 1993
Skills
Fixed Income Trading, Fixed Income, Money Market, Middle Office, Bloomberg, Series 7, Electronic Trading, Settlement, Securities Lending, Derivatives, Series 63, Financial Markets, Trading, MBS, Series 65, Bonds, Investments
Education
Saint John's University 1981 — 1984
ASBA
Thomas Edison State College
BSBA, Finance
Vic Carpenter Vic Carpenter's Scottrade Experience August 1987 - October 1996
Job Independent Investor at home in Gilbert
Industry Investment Management
Experience
home in Gilbert September 1996 - Present
Arizona Federal Credit Union August 2008 - September 2013
Arizona Federal Credit Union February 2005 - August 2008
TD Ameritrade January 1998 - May 2000
Scottrade August 1987 - October 1996
Dean Witter Reynolds Inc. May 1985 - July 1987
McDonald's Corporation June 1984 - June 1985
City of Chandler, Arizona June 1983 - June 1984
United States Air Force May 1982 - May 1983
United States Air Force June 1981 - May 1982
Skills
Process Improvement, Program Management, Business Analysis, Strategic Planning, Project Management, Cross-functional Team..., Microsoft Office, Microsoft Excel, PowerPoint, Risk Management, Loans, Financial Modeling, Leadership, Analysis, Financial Analysis, Banking, Training, Management, Finance, Investments, Financial Services
Education
US Air Force Academy 1974 — 1978
BS, History
University of Puget Sound 1982 — 1983
home in Gilbert September 1996 - Present
Arizona Federal Credit Union August 2008 - September 2013
Arizona Federal Credit Union February 2005 - August 2008
TD Ameritrade January 1998 - May 2000
Scottrade August 1987 - October 1996
Dean Witter Reynolds Inc. May 1985 - July 1987
McDonald's Corporation June 1984 - June 1985
City of Chandler, Arizona June 1983 - June 1984
United States Air Force May 1982 - May 1983
United States Air Force June 1981 - May 1982
Skills
Process Improvement, Program Management, Business Analysis, Strategic Planning, Project Management, Cross-functional Team..., Microsoft Office, Microsoft Excel, PowerPoint, Risk Management, Loans, Financial Modeling, Leadership, Analysis, Financial Analysis, Banking, Training, Management, Finance, Investments, Financial Services
Education
US Air Force Academy 1974 — 1978
BS, History
University of Puget Sound 1982 — 1983
Alexis Dittmer's Scottrade Experience July 2011 - June 2012
Job Program Finance Analyst at Harris Corporation
Industry Defense & Space
Experience
Harris Corporation June 2012 - Present
Scottrade July 2011 - June 2012
University of Central Florida January 2010 - July 2011
Orlando Magic February 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management
Education
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Harris Corporation June 2012 - Present
Scottrade July 2011 - June 2012
University of Central Florida January 2010 - July 2011
Orlando Magic February 2011 - April 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management
Education
University of Central Florida 2008 — 2012
Bachelor of Science in Business Administration, Finance
Dipa Desai Dipa Desai's Scottrade Experience October 2007 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2007 - Present
TD Ameritrade 2006 - 2006
Skills
Series 7, Series 63, Equities, Investments, Securities, Fixed Income, Options, Mutual Funds, Trading, Financial Markets, Bonds, ETFs, FINRA
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Economics
Scottrade October 2007 - Present
TD Ameritrade 2006 - 2006
Skills
Series 7, Series 63, Equities, Investments, Securities, Fixed Income, Options, Mutual Funds, Trading, Financial Markets, Bonds, ETFs, FINRA
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Economics
Angela Geisler's Scottrade Experience October 2009 - May 2011
Job Human Resources Professional
Industry Human Resources
Experience
Community Mental Health Center, Inc. May 2014 - Present
SIRS July 2011 - May 2014
Aldi May 2011 - July 2012
Scottrade October 2009 - May 2011
Prestige Technical Services, Inc. November 2008 - August 2010
Showcase Cinema De Lux June 2008 - October 2008
Skills
Customer Service, Microsoft Office, Market Research, Quantitative Research, Excel, PowerPoint, Word, Analysis, Data Analysis, Statistics, Outlook, Customer Relations, Problem Solving, Retail, Research, SPSS, Facebook, Competitive Analysis, Financial Analysis, Time Management
Education
Thomas More College 2007 — 2011
Bachelor’s Degree, Business Administration-Human Resources
South Dearborn High School 2003 — 2007
High School Diploma, General Studies
Community Mental Health Center, Inc. May 2014 - Present
SIRS July 2011 - May 2014
Aldi May 2011 - July 2012
Scottrade October 2009 - May 2011
Prestige Technical Services, Inc. November 2008 - August 2010
Showcase Cinema De Lux June 2008 - October 2008
Skills
Customer Service, Microsoft Office, Market Research, Quantitative Research, Excel, PowerPoint, Word, Analysis, Data Analysis, Statistics, Outlook, Customer Relations, Problem Solving, Retail, Research, SPSS, Facebook, Competitive Analysis, Financial Analysis, Time Management
Education
Thomas More College 2007 — 2011
Bachelor’s Degree, Business Administration-Human Resources
South Dearborn High School 2003 — 2007
High School Diploma, General Studies
Kent Peek's Scottrade Experience May 2007 - December 2010
Job Senior Consultant at Polaris Solutions
Industry Information Technology and Services
Experience
POLARIS SOLUTIONS March 2015 - Present
No Limits Software September 2013 - March 2015
Unidev September 2012 - September 2013
Tandem Diabetes Care April 2011 - September 2012
Scottrade May 2007 - December 2010
Skills
SQL, ASP.NET, C#, C++, jQuery, Visual Studio, Software Development, JavaScript, HTML, T-SQL, XML, HTML 5, CSS, MVC
Education
University of California, San Diego 2010 — 2011
C# Programming Certificate, Microsoft .NET Platform
Webster University 2005 — 2008
Economics, Finance
POLARIS SOLUTIONS March 2015 - Present
No Limits Software September 2013 - March 2015
Unidev September 2012 - September 2013
Tandem Diabetes Care April 2011 - September 2012
Scottrade May 2007 - December 2010
Skills
SQL, ASP.NET, C#, C++, jQuery, Visual Studio, Software Development, JavaScript, HTML, T-SQL, XML, HTML 5, CSS, MVC
Education
University of California, San Diego 2010 — 2011
C# Programming Certificate, Microsoft .NET Platform
Webster University 2005 — 2008
Economics, Finance
Elisabeth O'Brien, CPA's Scottrade Experience May 2014 - Present
Job Senior Internal Auditor
Industry Accounting
Experience
Scottrade May 2014 - Present
PwC September 2011 - May 2014
Monsanto May 2010 - August 2010
Truman State University, School of Buisness August 2007 - May 2010
AT&T Advertising Solution May 2009 - August 2009
Keystone Staffing Services May 2007 - August 2008
Stivers Staffing Services May 2007 - August 2007
Schnucks May 2006 - August 2006
Skills
Accounting, Auditing, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master of Science in Accountancy
Truman State University 2006 — 2010
Bachlor of Science, Accounting, Finance, Economics
Westminster Christian Academy 2000 — 2006
Scottrade May 2014 - Present
PwC September 2011 - May 2014
Monsanto May 2010 - August 2010
Truman State University, School of Buisness August 2007 - May 2010
AT&T Advertising Solution May 2009 - August 2009
Keystone Staffing Services May 2007 - August 2008
Stivers Staffing Services May 2007 - August 2007
Schnucks May 2006 - August 2006
Skills
Accounting, Auditing, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master of Science in Accountancy
Truman State University 2006 — 2010
Bachlor of Science, Accounting, Finance, Economics
Westminster Christian Academy 2000 — 2006
Gregory Denis Gregory Denis's Scottrade Experience May 2014 - April 2015
Job Implementation Consultant at Epic
Industry Information Technology and Services
Experience
Epic June 2015 - Present
Scottrade May 2014 - April 2015
Bloomberg LP 2012 - 2014
Advantage Food and Beverage April 2009 - August 2013
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Finance, Data Analysis, Accounting, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Investments, Bloomberg, Marketing, Financial Modeling, PowerPoint, Valuation, Leadership, Public Speaking, Social Media, Customer Service, Teamwork, Research
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, International Business
University College Dublin 2013 — 2013
International Business, Finance
Epic June 2015 - Present
Scottrade May 2014 - April 2015
Bloomberg LP 2012 - 2014
Advantage Food and Beverage April 2009 - August 2013
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Finance, Data Analysis, Accounting, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Investments, Bloomberg, Marketing, Financial Modeling, PowerPoint, Valuation, Leadership, Public Speaking, Social Media, Customer Service, Teamwork, Research
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, International Business
University College Dublin 2013 — 2013
International Business, Finance
Gregory DePalma Gregory DePalma's Scottrade Experience October 2013 - May 2014
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital June 2014 - Present
Scottrade October 2013 - May 2014
Ashford University August 2011 - October 2013
Morgan Stanley 2011 - August 2011
Skills
Customer Service, Financial Analysis, Student Financial Aid, Financial Services, Team Leadership, Microsoft Excel, CampusVue, Financial Planning, Accounts Receivable, Title IV, Economic Modeling, Economic Research, Statistical Data..., Ice Hockey, Student Loans
Education
University of California, Davis 2008 — 2011
B.A., Economics
University of California, Davis 2008 — 2011
B.A., Sociology: Organizational Studies
Personal Capital June 2014 - Present
Scottrade October 2013 - May 2014
Ashford University August 2011 - October 2013
Morgan Stanley 2011 - August 2011
Skills
Customer Service, Financial Analysis, Student Financial Aid, Financial Services, Team Leadership, Microsoft Excel, CampusVue, Financial Planning, Accounts Receivable, Title IV, Economic Modeling, Economic Research, Statistical Data..., Ice Hockey, Student Loans
Education
University of California, Davis 2008 — 2011
B.A., Economics
University of California, Davis 2008 — 2011
B.A., Sociology: Organizational Studies
Corinne Nagel Corinne Nagel's Scottrade Experience June 2011 - July 2013
Job UX / UI / Information Designer at Markit
Industry Graphic Design
Experience
Markit February 2015 - Present
Hangar 30 Inc. August 2014 - February 2015
Express Scripts July 2013 - July 2014
Scottrade June 2011 - July 2013
Scottrade June 2010 - August 2010
Skills
Graphic Design, Illustrator, Web Design, Adobe Creative Suite, Logo Design, Mac, Social Media, Advertising, InDesign, Graphics, Interaction Design, Microsoft Office, Illustration, User Experience, Visual Communication, Flash, Digital Marketing, UI/UX Design, Photoshop, Photography, Multimedia, Corporate Branding, Layout, Image Editing, Typography, Video Editing, Brochures, Posters, Corporate Identity, Storyboarding, After Effects, Branding, Flyers, PowerPoint, Premiere, Digital Illustration, Video Production, Creative Direction, Video, User Interface Design, Brand Development, Creative Strategy, Motion Graphics, Corporate Communications, Collateral, Information Graphics, Vector Illustration, Drawing, Copywriting, Adobe Acrobat
Education
Truman State University 2006 — 2011
Bachelor's of Fine Arts, Graphic Design
Lorenzo De' Medici: The Italian International Institute 2007 — 2007
Markit February 2015 - Present
Hangar 30 Inc. August 2014 - February 2015
Express Scripts July 2013 - July 2014
Scottrade June 2011 - July 2013
Scottrade June 2010 - August 2010
Skills
Graphic Design, Illustrator, Web Design, Adobe Creative Suite, Logo Design, Mac, Social Media, Advertising, InDesign, Graphics, Interaction Design, Microsoft Office, Illustration, User Experience, Visual Communication, Flash, Digital Marketing, UI/UX Design, Photoshop, Photography, Multimedia, Corporate Branding, Layout, Image Editing, Typography, Video Editing, Brochures, Posters, Corporate Identity, Storyboarding, After Effects, Branding, Flyers, PowerPoint, Premiere, Digital Illustration, Video Production, Creative Direction, Video, User Interface Design, Brand Development, Creative Strategy, Motion Graphics, Corporate Communications, Collateral, Information Graphics, Vector Illustration, Drawing, Copywriting, Adobe Acrobat
Education
Truman State University 2006 — 2011
Bachelor's of Fine Arts, Graphic Design
Lorenzo De' Medici: The Italian International Institute 2007 — 2007
Kerrianne Ferreri's Scottrade Experience June 2008 - August 2010
Job Experienced Data Analyst with a passion for communication and customer service
Industry Information Technology and Services
Experience
Healthesystems June 2013 - July 2015
Healthesystems November 2010 - May 2013
Scottrade June 2008 - August 2010
AXA Advisors December 2006 - May 2008
Skills
Customer Service, Data Analysis, Microsoft SQL Server, Access, Microsoft Excel, Databases, Microsoft Word, PowerPoint, Microsoft Visio, Financial Services, CRM, Finance
Education
University of Central Florida 2005 — 2010
Finance
Healthesystems June 2013 - July 2015
Healthesystems November 2010 - May 2013
Scottrade June 2008 - August 2010
AXA Advisors December 2006 - May 2008
Skills
Customer Service, Data Analysis, Microsoft SQL Server, Access, Microsoft Excel, Databases, Microsoft Word, PowerPoint, Microsoft Visio, Financial Services, CRM, Finance
Education
University of Central Florida 2005 — 2010
Finance
Don Tulloch Don Tulloch's Scottrade Experience July 2013 - Present
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade September 1994 - July 2013
Scottrade December 1992 - September 1994
IDS/American Express Financial Planners September 1992 - December 1992
Olde Discount May 1992 - September 1992
Skills
Leadership, Series 63, Series 24, Securities, Series 7, Sales, Financial Planners, FINRA, Training, Mutual Funds, Investments, Management, Finance, Financial Services, Equities, Options, ETFs, Bonds, Trading, Portfolio Management
Education
University of Arizona 1988 — 1992
BA, Political Science/General Business
Scottrade July 2013 - Present
Scottrade September 1994 - July 2013
Scottrade December 1992 - September 1994
IDS/American Express Financial Planners September 1992 - December 1992
Olde Discount May 1992 - September 1992
Skills
Leadership, Series 63, Series 24, Securities, Series 7, Sales, Financial Planners, FINRA, Training, Mutual Funds, Investments, Management, Finance, Financial Services, Equities, Options, ETFs, Bonds, Trading, Portfolio Management
Education
University of Arizona 1988 — 1992
BA, Political Science/General Business
Lauren Rocha, MBA Lauren Rocha, MBA's Scottrade Experience January 2010 - April 2011
Job Accountant at Valero Energy Corporation
Industry Oil & Energy
Experience
Valero Energy Corporation June 2014 - Present
Valero Energy Corporation October 2011 - June 2014
Scottrade January 2010 - April 2011
Skills
SAP, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Office, Financial Analysis, General Ledger
Education
University of the Incarnate Word 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at San Antonio 2007 — 2011
Bachelor's degree, Finance, General
Valero Energy Corporation June 2014 - Present
Valero Energy Corporation October 2011 - June 2014
Scottrade January 2010 - April 2011
Skills
SAP, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Office, Financial Analysis, General Ledger
Education
University of the Incarnate Word 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at San Antonio 2007 — 2011
Bachelor's degree, Finance, General
Paula Lipnick Paula Lipnick's Scottrade Experience April 2009 - May 2010
Job Business Planning Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2014 - Present
Truco Enterprises February 2013 - April 2014
CROSSMARK March 2011 - January 2013
CROSSMARK October 2010 - March 2011
Nationstar Mortgage May 2010 - October 2010
Scottrade April 2009 - May 2010
Education
The University of Texas at Dallas
Master of Business Administration (MBA)
The University of Texas at Dallas
Bachelor of Science (BS)
Hewlett-Packard April 2014 - Present
Truco Enterprises February 2013 - April 2014
CROSSMARK March 2011 - January 2013
CROSSMARK October 2010 - March 2011
Nationstar Mortgage May 2010 - October 2010
Scottrade April 2009 - May 2010
Education
The University of Texas at Dallas
Master of Business Administration (MBA)
The University of Texas at Dallas
Bachelor of Science (BS)
Jeremy Kuchenbecker's Scottrade Experience February 2009 - December 2009
Job Director of Finance at Fields BMW
Industry Automotive
Experience
Fields BMW March 2015 - Present
Kuchenbecker Properties LLC October 2014 - Present
Fields BMW August 2012 - March 2015
Orlando City Soccer January 2011 - June 2011
Scottrade February 2009 - December 2009
Vector Marketing August 2006 - November 2007
Skills
Solving Marketing..., Direct Sales, Critical Thinking, Business Analysis, Negotiation, Marketing Strategy, Logistical Planning, Customer Service, Logistics, Leadership, Marketing, Customer Satisfaction, Sales Process, Sales Management, Finance, Forecasting, Sales
Education
University of Central Florida - College of Business Administration 2008 — 2012
Marketing
University of Central Florida 2007 — 2012
Bachelor of Science, Marketing
Fields BMW March 2015 - Present
Kuchenbecker Properties LLC October 2014 - Present
Fields BMW August 2012 - March 2015
Orlando City Soccer January 2011 - June 2011
Scottrade February 2009 - December 2009
Vector Marketing August 2006 - November 2007
Skills
Solving Marketing..., Direct Sales, Critical Thinking, Business Analysis, Negotiation, Marketing Strategy, Logistical Planning, Customer Service, Logistics, Leadership, Marketing, Customer Satisfaction, Sales Process, Sales Management, Finance, Forecasting, Sales
Education
University of Central Florida - College of Business Administration 2008 — 2012
Marketing
University of Central Florida 2007 — 2012
Bachelor of Science, Marketing
Randy Chang Randy Chang's Scottrade Experience April 2010 - October 2010
Job Senior Consultant at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte September 2011 - Present
Eureka Capital Partners, LLC October 2010 - December 2010
Scottrade April 2010 - October 2010
Kimco/Parker Hannifin May 2009 - August 2010
Skills
Internal Audit, Enterprise Risk..., Healthcare Consulting, Finance, Governance, Risk Assessment, Internal Controls, Business Process...
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Minor in Accounting
Deloitte September 2011 - Present
Eureka Capital Partners, LLC October 2010 - December 2010
Scottrade April 2010 - October 2010
Kimco/Parker Hannifin May 2009 - August 2010
Skills
Internal Audit, Enterprise Risk..., Healthcare Consulting, Finance, Governance, Risk Assessment, Internal Controls, Business Process...
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Minor in Accounting
Ankoor Tailor, MHA, CSSGB's Scottrade Experience January 2010 - April 2010
Job Project Manager at Children's Hospital Los Angeles (CHLA)
Industry Hospital & Health Care
Experience
Children's Hospital Los Angeles (CHLA) April 2014 - Present
Children's Hospital Los Angeles (CHLA) July 2013 - April 2014
Children's Hospital Los Angeles CHLA May 2012 - June 2013
Children's Hospital Los Angeles CHLA January 2012 - May 2012
Scottrade January 2010 - April 2010
Skills
Microsoft Office, Negotiation, Pivot Tables, Visio, Persistent, Analysis, Healthcare, Process Simulation, Data Analysis, Healthcare Management, Hospitals, Access, Healthcare Information..., Public Health, Performance Improvement, Program Development, Process Improvement, Quality Improvement, Physician Relations, HIPAA, EHR, Healthcare Consulting, Physicians, EMR, Patient Safety, Clinical Research, Revenue Cycle, Health Policy, Pediatrics, Epic Systems, Informatics, Managed Care, Meditech, Medicare, Healthcare Industry, Medicaid
Education
University of Southern California 2011 — 2013
Masters of Health Administration
University of California, Riverside 2007 — 2011
B.A, Business economics, minor political science
UCLA Extension Corporate Education & Custom Programs 2015 — 2015
Lean Six Sigma Green Belt Course
Children's Hospital Los Angeles (CHLA) April 2014 - Present
Children's Hospital Los Angeles (CHLA) July 2013 - April 2014
Children's Hospital Los Angeles CHLA May 2012 - June 2013
Children's Hospital Los Angeles CHLA January 2012 - May 2012
Scottrade January 2010 - April 2010
Skills
Microsoft Office, Negotiation, Pivot Tables, Visio, Persistent, Analysis, Healthcare, Process Simulation, Data Analysis, Healthcare Management, Hospitals, Access, Healthcare Information..., Public Health, Performance Improvement, Program Development, Process Improvement, Quality Improvement, Physician Relations, HIPAA, EHR, Healthcare Consulting, Physicians, EMR, Patient Safety, Clinical Research, Revenue Cycle, Health Policy, Pediatrics, Epic Systems, Informatics, Managed Care, Meditech, Medicare, Healthcare Industry, Medicaid
Education
University of Southern California 2011 — 2013
Masters of Health Administration
University of California, Riverside 2007 — 2011
B.A, Business economics, minor political science
UCLA Extension Corporate Education & Custom Programs 2015 — 2015
Lean Six Sigma Green Belt Course
Leslie Robus Leslie Robus's Scottrade Experience May 2011 - October 2012
Job Client Relations Representative at Wood Financial Group
Industry Financial Services
Experience
Wood Financial Group December 2012 - Present
Scottrade May 2011 - October 2012
Scottrade October 2006 - May 2011
Morgan Stanley November 2004 - October 2006
First Tennessee Bank May 2000 - May 2004
Skills
Event Planning, Administrative..., Management, Customer Service, Windows 7, Banking, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Office Management, Microsoft Office 2007, Photoshop, Digital Photography, Invoice Processing, Purchase Orders, Staff Supervision, Supervising, Human Resources, Events, GoldMine CRM, Financial Services, REIT, Windows 8
Education
Union University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Wood Financial Group December 2012 - Present
Scottrade May 2011 - October 2012
Scottrade October 2006 - May 2011
Morgan Stanley November 2004 - October 2006
First Tennessee Bank May 2000 - May 2004
Skills
Event Planning, Administrative..., Management, Customer Service, Windows 7, Banking, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Office Management, Microsoft Office 2007, Photoshop, Digital Photography, Invoice Processing, Purchase Orders, Staff Supervision, Supervising, Human Resources, Events, GoldMine CRM, Financial Services, REIT, Windows 8
Education
Union University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Chandler Thomas's Scottrade Experience June 2015 - Present
Job Branch Intern at Scottrade
Industry Investment Banking
Experience
Scottrade June 2015 - Present
Central Market October 2013 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Financial Analysis, Investments, Time Management
Education
University of Houston 2012 — 2016
Bachelor of Science (BS), Economics
Marshall High School
High School Diploma
Tyler Junior College
University of Houston
B.S, Social Sciences; Economics
Scottrade June 2015 - Present
Central Market October 2013 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Financial Analysis, Investments, Time Management
Education
University of Houston 2012 — 2016
Bachelor of Science (BS), Economics
Marshall High School
High School Diploma
Tyler Junior College
University of Houston
B.S, Social Sciences; Economics
Paul Jahjah's Scottrade Experience November 2011 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Skills
Series 7, Series 63, Stocks, IRAs, ETFs, Mutual Funds, Options, Securities, Wealth Management, Retirement Planning, Asset Allocation, Equities, Portfolio Management, Financial Services, Retirement, Investment Strategies, Fixed Income, FINRA, Trading, Financial Planning, Finance, Banking, 401k, Bonds, Investments, Financial Markets, Risk Management, Financial Analysis, Investment Management
Education
Walden University
University at Buffalo
Scottrade November 2011 - Present
Skills
Series 7, Series 63, Stocks, IRAs, ETFs, Mutual Funds, Options, Securities, Wealth Management, Retirement Planning, Asset Allocation, Equities, Portfolio Management, Financial Services, Retirement, Investment Strategies, Fixed Income, FINRA, Trading, Financial Planning, Finance, Banking, 401k, Bonds, Investments, Financial Markets, Risk Management, Financial Analysis, Investment Management
Education
Walden University
University at Buffalo
Jordan Snoderly Jordan Snoderly's Scottrade Experience January 2013 - August 2013
Job Corporate Recruiter at Acxiom Corporation
Industry Information Technology and Services
Experience
Acxiom August 2013 - May 2014
Scottrade January 2013 - August 2013
Malco Theaters May 2009 - January 2013
Skills
Recruiting, Strategy, Leadership, Analytics, Problem Solving, Customer Service, Microsoft Office, Advertising, College Recruiting, Interviews, Management, CRM, Account Management, Vendor Management, Salesforce.com, Team Leadership, Process Improvement
Education
University of Arkansas School of Law, Fayetteville 2014 — 2017
Doctor of Law (JD), 3.02 48/122
University of Central Arkansas 2010 — 2014
Insurance and Risk Management, Personal Financial Planning, 3.73 Cum Laude
Acxiom August 2013 - May 2014
Scottrade January 2013 - August 2013
Malco Theaters May 2009 - January 2013
Skills
Recruiting, Strategy, Leadership, Analytics, Problem Solving, Customer Service, Microsoft Office, Advertising, College Recruiting, Interviews, Management, CRM, Account Management, Vendor Management, Salesforce.com, Team Leadership, Process Improvement
Education
University of Arkansas School of Law, Fayetteville 2014 — 2017
Doctor of Law (JD), 3.02 48/122
University of Central Arkansas 2010 — 2014
Insurance and Risk Management, Personal Financial Planning, 3.73 Cum Laude
Anna Dinh Anna Dinh's Scottrade Experience July 2006 - May 2008
Job Assembly/Test Capacity Planning Analyst at Texas Instruments
Industry Semiconductors
Experience
Texas Instruments August 2011 - Present
Texas Instruments July 2010 - July 2011
Texas Instruments July 2009 - July 2010
Texas Instruments June 2008 - July 2009
Scottrade July 2006 - May 2008
Guess June 2007 - August 2007
Skills
SAP, Microsoft Excel, PowerPoint, Microsoft Word, Supply Chain Management, Inventory Management, Forecasting, Financial Analysis, Accounting, Strategic Financial..., Teamwork, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Texas Instruments August 2011 - Present
Texas Instruments July 2010 - July 2011
Texas Instruments July 2009 - July 2010
Texas Instruments June 2008 - July 2009
Scottrade July 2006 - May 2008
Guess June 2007 - August 2007
Skills
SAP, Microsoft Excel, PowerPoint, Microsoft Word, Supply Chain Management, Inventory Management, Forecasting, Financial Analysis, Accounting, Strategic Financial..., Teamwork, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Nasser Chaudhry, MBA, SAP FICO Nasser Chaudhry, MBA, SAP FICO's Scottrade Experience May 2004 - February 2005
Job Customer Care Advisor at IHS
Industry Banking
Experience
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
IHS March 2014 - Present
IHS March 2012 - March 2014
Thomson Reuters May 2011 - November 2012
Invesco March 2010 - December 2010
Wilmington Trust February 2008 - February 2010
Bank of New York Mellon September 2007 - February 2008
Hilliard Lyons March 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - January 2006
Scottrade May 2004 - February 2005
GE Energy Financial Services March 2003 - December 2003
Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM
Education
University of tulsa 2014 — 2016
Master of Energy Business, Energy
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Executive Energy Certificate Program, Energy
Wilmington College 2008 — 2010
MBA, Finance
Wilmington University, Delaware 2008 — 2010
MBA, Finance
Indiana University 1999 — 2005
Bachelor of Science, Finance
New Albany High School 1997 — 1999
HS Diploma, Accounting
Darren (Linyu) Zheng Darren (Linyu) Zheng's Scottrade Experience February 2012 - July 2012
Job Graduate Student at Simon Graduate School of Business, University of Rochester
Industry Financial Services
Experience
Simon Graduate School of Business, University of Rochester August 2012 - June 2013
Scottrade February 2012 - July 2012
The Wyman Center September 2011 - April 2012
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Data Analysis, SPSS, Microsoft Office, Accounting, Financial Modeling, Analysis, Investments, Finance, Emerging Markets, Corporate Finance, International Finance, Statistics, Financial Accounting, Portfolio Management, Valuation, Quantitative Risk..., Private Equity, Teamwork, Business Strategy, Competitive Analysis, Alternative Investments, Mergers & Acquisitions, Derivatives, Capital Markets, Managerial Finance, Quantitative Analytics, Economics, Forecasting, Leadership, Capital IQ, Equity Research
Education
University of Rochester 2012 — 2013
Master of Science (MS), Finance and Financial Management Services
Truman State University 2007 — 2011
Bachelor of Science, Finance
Simon Graduate School of Business, University of Rochester August 2012 - June 2013
Scottrade February 2012 - July 2012
The Wyman Center September 2011 - April 2012
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Data Analysis, SPSS, Microsoft Office, Accounting, Financial Modeling, Analysis, Investments, Finance, Emerging Markets, Corporate Finance, International Finance, Statistics, Financial Accounting, Portfolio Management, Valuation, Quantitative Risk..., Private Equity, Teamwork, Business Strategy, Competitive Analysis, Alternative Investments, Mergers & Acquisitions, Derivatives, Capital Markets, Managerial Finance, Quantitative Analytics, Economics, Forecasting, Leadership, Capital IQ, Equity Research
Education
University of Rochester 2012 — 2013
Master of Science (MS), Finance and Financial Management Services
Truman State University 2007 — 2011
Bachelor of Science, Finance
Tony Neville Tony Neville's Scottrade Experience October 2000 - February 2001
Job Insurance professional specializing in contractors, commercial, and business insurance
Industry Insurance
Experience
Griffin Maclean Insurance Brokers November 2011 - Present
Neville & Neville Insurance September 2001 - November 2011
Neville & Neville Insurance September 2001 - November 2011
Julius Baer Investment Management April 2001 - September 2001
Scottrade October 2000 - February 2001
Skills
Commercial Insurance, Commercial Lines, Property & Casualty..., Builders Risk, Casualty, Contract Bonding, Course of Construction, Commercial Auto..., Homeowners Insurance, Excess Liability..., Auto Insurance, License Bond, Inland Marine Insurance, Public Works Contractors, Surety Bonds, Performance Bonds, Bid Bonds, Home Builders Insurance, Umbrella Insurance, Commercial General..., Workers Compensation, Health Insurance, Errors and omissions..., Automobile Liability, Contractors Pollution..., Professional Liability, Business Owner Policy, Property Insurance, Long-term disability..., Life Insurance, Earthquake insurance, Fidelity bond, Flood insurance, Landlord insurance, D&O, Business interruption..., Excess & Surplus Lines, Liability, Inland Marine, Brokers, Excess, Property Claims, Construction Insurance, Employment Practices..., Earthquake Insurance, Homeowners, Insurance, Casualty Insurance
Education
Certified Insurance Specialist in Construction 2009 — 2010
CISC I, II, Specialized Construction Insurance Risks
University of Alaska Anchorage 1997 — 2001
BBA, Economics
Griffin Maclean Insurance Brokers November 2011 - Present
Neville & Neville Insurance September 2001 - November 2011
Neville & Neville Insurance September 2001 - November 2011
Julius Baer Investment Management April 2001 - September 2001
Scottrade October 2000 - February 2001
Skills
Commercial Insurance, Commercial Lines, Property & Casualty..., Builders Risk, Casualty, Contract Bonding, Course of Construction, Commercial Auto..., Homeowners Insurance, Excess Liability..., Auto Insurance, License Bond, Inland Marine Insurance, Public Works Contractors, Surety Bonds, Performance Bonds, Bid Bonds, Home Builders Insurance, Umbrella Insurance, Commercial General..., Workers Compensation, Health Insurance, Errors and omissions..., Automobile Liability, Contractors Pollution..., Professional Liability, Business Owner Policy, Property Insurance, Long-term disability..., Life Insurance, Earthquake insurance, Fidelity bond, Flood insurance, Landlord insurance, D&O, Business interruption..., Excess & Surplus Lines, Liability, Inland Marine, Brokers, Excess, Property Claims, Construction Insurance, Employment Practices..., Earthquake Insurance, Homeowners, Insurance, Casualty Insurance
Education
Certified Insurance Specialist in Construction 2009 — 2010
CISC I, II, Specialized Construction Insurance Risks
University of Alaska Anchorage 1997 — 2001
BBA, Economics
Eliseo Esparza Eliseo Esparza's Scottrade Experience July 2010 - November 2010
Job Financial Analyst II at ServiceNow
Industry Financial Services
Experience
ServiceNow – The Enterprise Cloud Company January 2015 - Present
EMC July 2014 - January 2015
EMC - Data Protection and Availability Division July 2012 - July 2014
UC Davis September 2011 - June 2012
LP Capital Advisors August 2011 - June 2012
Sigma Phi Epsilon December 2009 - January 2012
Scottrade July 2010 - November 2010
Skills
Financial Modeling, Financial Analysis, Finance, Cash Flow, Valuation, Analysis, Accounting, Salesforce.com, Microsoft Excel, PowerPoint, Sales, Time Management, Financial Reporting, Data Analysis, Economics, Microsoft Office
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics, 3.8
ServiceNow – The Enterprise Cloud Company January 2015 - Present
EMC July 2014 - January 2015
EMC - Data Protection and Availability Division July 2012 - July 2014
UC Davis September 2011 - June 2012
LP Capital Advisors August 2011 - June 2012
Sigma Phi Epsilon December 2009 - January 2012
Scottrade July 2010 - November 2010
Skills
Financial Modeling, Financial Analysis, Finance, Cash Flow, Valuation, Analysis, Accounting, Salesforce.com, Microsoft Excel, PowerPoint, Sales, Time Management, Financial Reporting, Data Analysis, Economics, Microsoft Office
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics, 3.8
Rick Swantner Rick Swantner's Scottrade Experience May 2005 - May 2006
Job Sr. Account Manager
Industry Oil & Energy
Experience
Total Utility Management Services, LLC July 2006 - Present
Scottrade May 2005 - May 2006
Skills
Natural Gas, Forecasting, Negotiation, Contract Negotiation, Energy, Analysis, Contract Management, Cold Calling, Energy Management, Purchasing, RFP Generation, Key Account Management
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Total Utility Management Services, LLC July 2006 - Present
Scottrade May 2005 - May 2006
Skills
Natural Gas, Forecasting, Negotiation, Contract Negotiation, Energy, Analysis, Contract Management, Cold Calling, Energy Management, Purchasing, RFP Generation, Key Account Management
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Paul Hemming, PMP Paul Hemming, PMP's Scottrade Experience March 2010 - February 2013
Job VP Project Management Office at Accenture
Industry Financial Services
Experience
Accenture October 2013 - Present
Mortgage Cadence (now Accenture) March 2013 - October 2013
Scottrade March 2010 - February 2013
CRI (now Scottrade) September 2002 - March 2010
Jabber Inc. (now Cisco) June 2000 - August 2002
Comprehensive Software Systems July 1998 - June 2000
TD Waterhouse Group July 1996 - July 1998
Skills
Software Project..., Quality Assurance, Business Analysis, Change Management, Testing, PMO, Agile Methodologies, Strategic Planning, Management, Project Management, SDLC, Process Improvement, PMP, Program Management, Business Process..., Project Planning, Software Documentation, Requirements Analysis, Strategy, Six Sigma, Leadership, Software Development, Project Portfolio..., Vendor Management, Training, Visio, Cross-functional Team..., Integration, Waterfall, IT Strategy, Agile Project Management, Business Intelligence, Business Process, Requirements Gathering, Risk Management, MS Project, Analysis, CRM, Microsoft Project
Education
University of California, San Diego
Project Management Institute
Project Management Professional (PMP)
Aveta Business Solutions
Six Sigma Green Belt Certification
Aveta Business Solutions
Six Sigma Yellow Belt Certification
Accenture October 2013 - Present
Mortgage Cadence (now Accenture) March 2013 - October 2013
Scottrade March 2010 - February 2013
CRI (now Scottrade) September 2002 - March 2010
Jabber Inc. (now Cisco) June 2000 - August 2002
Comprehensive Software Systems July 1998 - June 2000
TD Waterhouse Group July 1996 - July 1998
Skills
Software Project..., Quality Assurance, Business Analysis, Change Management, Testing, PMO, Agile Methodologies, Strategic Planning, Management, Project Management, SDLC, Process Improvement, PMP, Program Management, Business Process..., Project Planning, Software Documentation, Requirements Analysis, Strategy, Six Sigma, Leadership, Software Development, Project Portfolio..., Vendor Management, Training, Visio, Cross-functional Team..., Integration, Waterfall, IT Strategy, Agile Project Management, Business Intelligence, Business Process, Requirements Gathering, Risk Management, MS Project, Analysis, CRM, Microsoft Project
Education
University of California, San Diego
Project Management Institute
Project Management Professional (PMP)
Aveta Business Solutions
Six Sigma Green Belt Certification
Aveta Business Solutions
Six Sigma Yellow Belt Certification
Kayla Gravatte's Scottrade Experience July 2011 - October 2013
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc. February 2014 - Present
Scottrade July 2011 - October 2013
Scottrade August 2010 - July 2011
Peter Jacob Salon & Spa May 2009 - August 2010
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Finance
Charles Schwab & Co., Inc. February 2014 - Present
Scottrade July 2011 - October 2013
Scottrade August 2010 - July 2011
Peter Jacob Salon & Spa May 2009 - August 2010
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Finance
Anaoshak Cyrus Khavarian's Scottrade Experience June 2011 - November 2011
Job Associate Brand Manager at 2K
Industry Computer Games
Experience
2K November 2013 - Present
2K October 2012 - October 2013
Bren Events Center October 2010 - November 2012
Edgewood Consulting Group April 2012 - June 2012
Scottrade June 2011 - November 2011
Scenario-LA January 2011 - May 2011
Skills
Brand Development..., Relationship Management, Strategic Partnerships, Marketing Copy, Product Marketing, Presentations, Social Media, Marketing Strategy, Public Speaking, Data Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Bachelor of Arts (BA), Business Administration with a Marketing Specialization
2K November 2013 - Present
2K October 2012 - October 2013
Bren Events Center October 2010 - November 2012
Edgewood Consulting Group April 2012 - June 2012
Scottrade June 2011 - November 2011
Scenario-LA January 2011 - May 2011
Skills
Brand Development..., Relationship Management, Strategic Partnerships, Marketing Copy, Product Marketing, Presentations, Social Media, Marketing Strategy, Public Speaking, Data Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Bachelor of Arts (BA), Business Administration with a Marketing Specialization
Corey A. Healy's Scottrade Experience November 2006 - February 2008
Job Assistant Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Deutsche Bank Alex Brown February 2008 - July 2010
Scottrade November 2006 - February 2008
Skills
Asset Management, Series 7, Customer Relations, Equities, Portfolio Management, Financial Analysis, Investments, Financial Planning, Fixed Income, Mutual Funds, Wealth Management, Valuation, Financial Management, Retirement Planning, Problem Solving, Asset Allocation, Financial Modeling, Teamwork, Series 63, Securities, Series 66, Options, Retirement, Financial Advisory, Financial Markets, Risk Management, ETFs, Bonds, Equity Research, Trading, Investment Strategies, Investment Advisory, Term Life Insurance, Health Insurance, Annuities, Fixed Annuities, Customer Service
Education
Towson University 2002 — 2007
BS Finance, Minor in Economics
St. Michaels High School
Life
Merrill Lynch January 2011 - Present
Deutsche Bank Alex Brown February 2008 - July 2010
Scottrade November 2006 - February 2008
Skills
Asset Management, Series 7, Customer Relations, Equities, Portfolio Management, Financial Analysis, Investments, Financial Planning, Fixed Income, Mutual Funds, Wealth Management, Valuation, Financial Management, Retirement Planning, Problem Solving, Asset Allocation, Financial Modeling, Teamwork, Series 63, Securities, Series 66, Options, Retirement, Financial Advisory, Financial Markets, Risk Management, ETFs, Bonds, Equity Research, Trading, Investment Strategies, Investment Advisory, Term Life Insurance, Health Insurance, Annuities, Fixed Annuities, Customer Service
Education
Towson University 2002 — 2007
BS Finance, Minor in Economics
St. Michaels High School
Life
Don Lloyd Cook Don Lloyd Cook's Scottrade Experience July 2015 - Present
Job
Industry Information Technology and Services
Experience
Scottrade July 2015 - Present
Bridge and Post Inc. November 2010 - Present
Gill Ragon and Owen December 2012 - July 2015
Law Offices of Don Lloyd Cook October 2012 - January 2013
Lunarline October 2011 - October 2012
Feeva Technology October 2007 - December 2010
Acxiom Corporation January 2006 - September 2007
University of New Mexico August 2003 - June 2005
Georgia State University July 2000 - July 2003
Lousiana Tech University August 1999 - May 2000
Skills
Risk Management, Privacy Law, Consulting, Start-ups, HIPAA, Online Advertising, Internet Law, Cyberlaw, Lobbying, Public Policy, Employment Law, Data Privacy, Legal Writing, Litigation, Civil Litigation, Strategy, Corporate Governance, Business Strategy, Licensing, Leadership, Criminal Law, Mergers & Acquisitions, Appeals, Strategic Planning, Marketing, Intellectual Property, Computer Security, E-commerce, Management, Courts, Security, Strategic Partnerships, Corporate Law, Information Assurance, Legal Research
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1994 — 2003
Ph.D., Marketing
University of Arkansas at Fayetteville 1993 — 1994
MBA
University of Arkansas School of Law, Fayetteville 1985 — 1987
JD, Law
Fayetteville High School
Scottrade July 2015 - Present
Bridge and Post Inc. November 2010 - Present
Gill Ragon and Owen December 2012 - July 2015
Law Offices of Don Lloyd Cook October 2012 - January 2013
Lunarline October 2011 - October 2012
Feeva Technology October 2007 - December 2010
Acxiom Corporation January 2006 - September 2007
University of New Mexico August 2003 - June 2005
Georgia State University July 2000 - July 2003
Lousiana Tech University August 1999 - May 2000
Skills
Risk Management, Privacy Law, Consulting, Start-ups, HIPAA, Online Advertising, Internet Law, Cyberlaw, Lobbying, Public Policy, Employment Law, Data Privacy, Legal Writing, Litigation, Civil Litigation, Strategy, Corporate Governance, Business Strategy, Licensing, Leadership, Criminal Law, Mergers & Acquisitions, Appeals, Strategic Planning, Marketing, Intellectual Property, Computer Security, E-commerce, Management, Courts, Security, Strategic Partnerships, Corporate Law, Information Assurance, Legal Research
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1994 — 2003
Ph.D., Marketing
University of Arkansas at Fayetteville 1993 — 1994
MBA
University of Arkansas School of Law, Fayetteville 1985 — 1987
JD, Law
Fayetteville High School
Joe Costantinou's Scottrade Experience February 2009 - September 2009
Job Trader at Citigroup Energy Inc.
Industry Oil & Energy
Experience
Citigroup Energy Inc. August 2013 - Present
Citigroup Energy Inc. March 2011 - August 2013
Tulane Energy Institute August 2010 - December 2010
Burkenroad Reports January 2010 - December 2010
Citi Global Commodities June 2010 - August 2010
Johnson Rice & Company January 2010 - May 2010
Chaffe & Associates, Inc. September 2009 - December 2009
Burkenroad Reports August 2009 - December 2009
Scottrade February 2009 - September 2009
Skills
Equity Research, Trading, Commodity Markets, Valuation, Bloomberg, Financial Modeling, Equity Valuation, Equities, Fixed Income, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Economics, Derivatives, Stata, Finance, Data Analysis, Microsoft Excel, VBA
Education
Tulane University - A.B. Freeman School of Business 2007 — 2010
Bachelors of Science, Finance
Althoff Catholic High School 2003 — 2007
St. Clare
Citigroup Energy Inc. August 2013 - Present
Citigroup Energy Inc. March 2011 - August 2013
Tulane Energy Institute August 2010 - December 2010
Burkenroad Reports January 2010 - December 2010
Citi Global Commodities June 2010 - August 2010
Johnson Rice & Company January 2010 - May 2010
Chaffe & Associates, Inc. September 2009 - December 2009
Burkenroad Reports August 2009 - December 2009
Scottrade February 2009 - September 2009
Skills
Equity Research, Trading, Commodity Markets, Valuation, Bloomberg, Financial Modeling, Equity Valuation, Equities, Fixed Income, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Economics, Derivatives, Stata, Finance, Data Analysis, Microsoft Excel, VBA
Education
Tulane University - A.B. Freeman School of Business 2007 — 2010
Bachelors of Science, Finance
Althoff Catholic High School 2003 — 2007
St. Clare
Gary Tsui Gary Tsui's Scottrade Experience 2010 - 2013
Job Financial Solution Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2013 - Present
Scottrade 2010 - 2013
Skills
Wealth Management, Retirement Plan..., Mutual Funds, Equities, Investments, Portfolio Management, Options, Trading, Securities, Financial Analysis, Fixed Income
Education
University of California, Riverside 2004 — 2007
Bachelor degree of Science, Business Administration
Merrill Edge November 2013 - Present
Scottrade 2010 - 2013
Skills
Wealth Management, Retirement Plan..., Mutual Funds, Equities, Investments, Portfolio Management, Options, Trading, Securities, Financial Analysis, Fixed Income
Education
University of California, Riverside 2004 — 2007
Bachelor degree of Science, Business Administration
Rohit Mansukhani's Scottrade Experience September 2013 - March 2015
Job Investor Services at Lending Club
Industry Financial Services
Experience
Lending Club March 2015 - Present
Scottrade September 2013 - March 2015
Scottrade September 2011 - August 2013
Bank of America September 2008 - October 2010
Skills
Microsoft Excel, Stock Trading, Investments, Leadership, Self-management, Time Management, Marketing, Detail Oriented, Analytical Skills, Communication Skills, Social Media, Series 7, Banking, CRM, Finance, Fixed Income, Financial Services
Education
University of California, Riverside 2010 — 2013
Bachelor of Arts (B.A.), Economics & Finance
Lending Club March 2015 - Present
Scottrade September 2013 - March 2015
Scottrade September 2011 - August 2013
Bank of America September 2008 - October 2010
Skills
Microsoft Excel, Stock Trading, Investments, Leadership, Self-management, Time Management, Marketing, Detail Oriented, Analytical Skills, Communication Skills, Social Media, Series 7, Banking, CRM, Finance, Fixed Income, Financial Services
Education
University of California, Riverside 2010 — 2013
Bachelor of Arts (B.A.), Economics & Finance
Angela Scull's Scottrade Experience March 2010 - Present
Job Senior Business Analyst at Scottrade
Industry Financial Services
Experience
Scottrade March 2010 - Present
Kirkwood School District April 2009 - March 2010
McCamish Systems May 2006 - January 2009
MetLife January 2002 - May 2006
Skills
SDLC, Business Requirements, Requirements Gathering, Business Analysis, CRM, Analysis, Requirements Analysis, Visio, Software Documentation, Consulting, Systems Analysis
Education
Truman State University
Bachelor Of Science, Mathematics
Scottrade March 2010 - Present
Kirkwood School District April 2009 - March 2010
McCamish Systems May 2006 - January 2009
MetLife January 2002 - May 2006
Skills
SDLC, Business Requirements, Requirements Gathering, Business Analysis, CRM, Analysis, Requirements Analysis, Visio, Software Documentation, Consulting, Systems Analysis
Education
Truman State University
Bachelor Of Science, Mathematics
Tom Barnowski's Scottrade Experience October 2014 - Present
Job Financial Analytics Manager at Scottrade
Industry Banking
Experience
Scottrade October 2014 - Present
Citi October 2012 - October 2014
MasterCard October 2011 - October 2012
CitiMortgage January 2010 - October 2011
Citicorp Mortgage November 2007 - January 2010
BKD August 2005 - November 2007
Skills
Financial Analysis, Financial Modeling, Budgets, Analysis, Financial Reporting, Finance, Variance Analysis, Auditing, Strategic Planning, Microsoft Excel, Due Diligence, Business Strategy, Leadership, Analytics, Business Process..., Management, Pricing, Forecasting, Business Valuation, Benefit Cost Analysis, Cost Accounting, Project Management, Microsoft Office, Business Analysis, Managerial Finance, Accounting, Data Analysis, Valuation, US GAAP, Cash Flow, Financial Forecasting, Essbase, Competitive Analysis, Mortgage Lending, QuickBooks
Education
Truman State University 2004 — 2005
Masters of Accountancy, Accounting
Truman State University 2000 — 2004
Bachelors of Science, Accounting
Vianney High School 1996 — 2000
Scottrade October 2014 - Present
Citi October 2012 - October 2014
MasterCard October 2011 - October 2012
CitiMortgage January 2010 - October 2011
Citicorp Mortgage November 2007 - January 2010
BKD August 2005 - November 2007
Skills
Financial Analysis, Financial Modeling, Budgets, Analysis, Financial Reporting, Finance, Variance Analysis, Auditing, Strategic Planning, Microsoft Excel, Due Diligence, Business Strategy, Leadership, Analytics, Business Process..., Management, Pricing, Forecasting, Business Valuation, Benefit Cost Analysis, Cost Accounting, Project Management, Microsoft Office, Business Analysis, Managerial Finance, Accounting, Data Analysis, Valuation, US GAAP, Cash Flow, Financial Forecasting, Essbase, Competitive Analysis, Mortgage Lending, QuickBooks
Education
Truman State University 2004 — 2005
Masters of Accountancy, Accounting
Truman State University 2000 — 2004
Bachelors of Science, Accounting
Vianney High School 1996 — 2000
Carmen Klimek's Scottrade Experience March 2010 - December 2012
Job Sr. Staff Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Scottrade March 2010 - December 2012
Computer Research, Inc. February 2009 - April 2010
Fiserv ISS August 1988 - March 2008
Fiserv ISS August 2001 - August 2004
Skills
Securities, Risk Management, Business Analysis, Project Management, Financial Services, Cross-functional Team...
Education
Universidad del Sagrado Corazón
Bachelor's degree, Business Administration
Charles Schwab January 2013 - Present
Scottrade March 2010 - December 2012
Computer Research, Inc. February 2009 - April 2010
Fiserv ISS August 1988 - March 2008
Fiserv ISS August 2001 - August 2004
Skills
Securities, Risk Management, Business Analysis, Project Management, Financial Services, Cross-functional Team...
Education
Universidad del Sagrado Corazón
Bachelor's degree, Business Administration
Christopher Connor's Scottrade Experience January 2015 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade December 2011 - December 2014
Scottrade March 2010 - December 2011
Scottrade May 2007 - March 2010
Scottrade February 2006 - May 2007
Skills
Series 63, Series 24, Stocks, Mutual Funds, Sales Management, Series 7, Branch Management, Management, Business Development, Analysis, Coaching, FINRA, Business Intelligence, Uniform Combined State..., Securities, IRAs
Education
The University of Texas at Dallas - School of Management 2008 — 2010
Master's degree, Business & Admin Sciences
University of Texas at Dallas 2003 — 2007
Bachelor of Science (BS), Finance, General
Kelly High School
Scottrade January 2015 - Present
Scottrade December 2011 - December 2014
Scottrade March 2010 - December 2011
Scottrade May 2007 - March 2010
Scottrade February 2006 - May 2007
Skills
Series 63, Series 24, Stocks, Mutual Funds, Sales Management, Series 7, Branch Management, Management, Business Development, Analysis, Coaching, FINRA, Business Intelligence, Uniform Combined State..., Securities, IRAs
Education
The University of Texas at Dallas - School of Management 2008 — 2010
Master's degree, Business & Admin Sciences
University of Texas at Dallas 2003 — 2007
Bachelor of Science (BS), Finance, General
Kelly High School
Thomas Schairer's Scottrade Experience January 2010 - Present
Job Student at Truman State University
Industry Computer Software
Experience
Scottrade January 2010 - Present
Skills
SQL, Microsoft Office, Java, Microsoft Excel, JavaScript, Linux, CSS, HTML, Databases, Microsoft SQL Server
Education
Truman State University 2001 — 2008
Bachelor of Science (B.S.), Computer Science
La Jolla High School 1997 — 2001
Scottrade January 2010 - Present
Skills
SQL, Microsoft Office, Java, Microsoft Excel, JavaScript, Linux, CSS, HTML, Databases, Microsoft SQL Server
Education
Truman State University 2001 — 2008
Bachelor of Science (B.S.), Computer Science
La Jolla High School 1997 — 2001
Aaron Cannata's Scottrade Experience April 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
New England Securities March 2012 - March 2014
Honest Label Foods May 2011 - January 2012
LPL Financial December 2009 - May 2011
Remington International July 2007 - January 2008
Skills
Management, Strategic Planning, Investments, Sales, Analysis, Research, Strategic Financial..., Account Management, New Business Development, Sales Management, Customer Service, Salesforce.com, Business Development, Microsoft Excel, Microsoft Office
Education
University of California, Santa Cruz 2003 — 2007
BS, Finance
Irvine High School 1999 — 2003
Scottrade April 2014 - Present
New England Securities March 2012 - March 2014
Honest Label Foods May 2011 - January 2012
LPL Financial December 2009 - May 2011
Remington International July 2007 - January 2008
Skills
Management, Strategic Planning, Investments, Sales, Analysis, Research, Strategic Financial..., Account Management, New Business Development, Sales Management, Customer Service, Salesforce.com, Business Development, Microsoft Excel, Microsoft Office
Education
University of California, Santa Cruz 2003 — 2007
BS, Finance
Irvine High School 1999 — 2003
Erik Nedrud's Scottrade Experience
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade
Skills
Banking, Business Development, Equities, Finance, Investments, Mutual Funds, Options, Retail Banking, Securities, Series 63, Series 7, Portfolio Management, Management, Leadership, Financial Services, FINRA, Sales, Financial Modeling, Mortgage Lending, Loans, Forecasting, Credit
Education
College for Financial Planning
Certified Financial Planner
University of California, Los Angeles 1984 — 1989
Bachelor's degree, Astrophysics
Scottrade
Skills
Banking, Business Development, Equities, Finance, Investments, Mutual Funds, Options, Retail Banking, Securities, Series 63, Series 7, Portfolio Management, Management, Leadership, Financial Services, FINRA, Sales, Financial Modeling, Mortgage Lending, Loans, Forecasting, Credit
Education
College for Financial Planning
Certified Financial Planner
University of California, Los Angeles 1984 — 1989
Bachelor's degree, Astrophysics
Galen Collins's Scottrade Experience February 2009 - December 2012
Job Software Developer at Amazon
Industry Computer Software
Experience
Amazon January 2013 - Present
Scottrade February 2009 - December 2012
Aperture January 2008 - February 2009
Software Engineering Directorate May 2001 - December 2003
Skills
C++, C, Java, C#, JavaScript, Linux, Python, Ruby, Scala, Web Services, Concurrent Programming, Software Design Patterns, Eclipse, Visual Studio
Education
Washington University in St. Louis 2009 — 2012
Masters, Computer Science, 4.0
University of Alabama in Huntsville 2003 — 2007
BSE, Computer Engineering
Amazon January 2013 - Present
Scottrade February 2009 - December 2012
Aperture January 2008 - February 2009
Software Engineering Directorate May 2001 - December 2003
Skills
C++, C, Java, C#, JavaScript, Linux, Python, Ruby, Scala, Web Services, Concurrent Programming, Software Design Patterns, Eclipse, Visual Studio
Education
Washington University in St. Louis 2009 — 2012
Masters, Computer Science, 4.0
University of Alabama in Huntsville 2003 — 2007
BSE, Computer Engineering
Jeff Huie's Scottrade Experience June 2004 - June 2006
Job VP Financial Analysis at MUFG Union Bank, N.A.
Industry Banking
Experience
Union Bank November 2012 - Present
PricewaterhouseCoopers June 2006 - November 2012
Scottrade June 2004 - June 2006
Skills
Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, S Corporations, Trusted Business Advisor, Corporate Tax Planning, Personal Tax Planning, CPA, Tax, Financial Analysis, Due Diligence, Accounting, Internal Controls
Education
University of California, Santa Barbara 2002 — 2006
Business Economics, Economics, Accounting
Union Bank November 2012 - Present
PricewaterhouseCoopers June 2006 - November 2012
Scottrade June 2004 - June 2006
Skills
Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, S Corporations, Trusted Business Advisor, Corporate Tax Planning, Personal Tax Planning, CPA, Tax, Financial Analysis, Due Diligence, Accounting, Internal Controls
Education
University of California, Santa Barbara 2002 — 2006
Business Economics, Economics, Accounting
Gregory M Entringer's Scottrade Experience December 2011 - August 2013
Job Management Consultant
Industry Information Technology and Services
Experience
Scottrade December 2011 - August 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley July 1999 - May 2006
Guy Carpenter 1995 - 1995
American Re-Insurance 1994 - 1994
Merrill Lynch 1991 - 1994
Skills
SDLC, Process Improvement, Derivatives, Quality Assurance, Investment Banking, Project Management, Team Building, Fixed Income, Equities, Capital Markets, Vendor Management, Risk Management, Business Analysis, Securities, Portfolio Management, Program Management, Trading, Asset Managment, Hedge Funds, Testing, Banking, Due Diligence, Valuation, Business Process..., Investments, Financial Services, Trading Systems
Education
Villanova University
Masters of Business Administration, Finance
University of Arizona
BA, Political Science
Millbrook School
High School Diploma
Scottrade December 2011 - August 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley July 1999 - May 2006
Guy Carpenter 1995 - 1995
American Re-Insurance 1994 - 1994
Merrill Lynch 1991 - 1994
Skills
SDLC, Process Improvement, Derivatives, Quality Assurance, Investment Banking, Project Management, Team Building, Fixed Income, Equities, Capital Markets, Vendor Management, Risk Management, Business Analysis, Securities, Portfolio Management, Program Management, Trading, Asset Managment, Hedge Funds, Testing, Banking, Due Diligence, Valuation, Business Process..., Investments, Financial Services, Trading Systems
Education
Villanova University
Masters of Business Administration, Finance
University of Arizona
BA, Political Science
Millbrook School
High School Diploma
Melissa Meng Tan, CFA's Scottrade Experience September 2004 - September 2007
Job High Yield/Distressed Credit & Equity Research I Bilingual Investment Analyst
Industry Capital Markets
Experience
RW Pressprich October 2007 - Present
Scottrade September 2004 - September 2007
Skills
Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities, Hedge Funds, Investments, Research, Real Estate, Distressed Debt, High Yield Bonds, Restructuring, Derivatives, Private Equity, Series 7, Investment Banking, Alternative Investments, Capital Markets, High Yield, Trading, Finance, Financial Analysis, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration (MBA)
University of California, Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
RW Pressprich October 2007 - Present
Scottrade September 2004 - September 2007
Skills
Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities, Hedge Funds, Investments, Research, Real Estate, Distressed Debt, High Yield Bonds, Restructuring, Derivatives, Private Equity, Series 7, Investment Banking, Alternative Investments, Capital Markets, High Yield, Trading, Finance, Financial Analysis, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration (MBA)
University of California, Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Jordan Maldonado's Scottrade Experience July 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2015 - Present
Allen Financial Group March 2015 - June 2015
City of Estación Juárez Celman April 2013 - August 2014
Rivello-Maldonado Accountancy Group February 2004 - August 2014
Sancor Seguros March 2006 - July 2014
Education
Universidad Nacional de Córdoba 2004 — 2010
Bachelor's Degree, Accounting
Universidad Católica de Córdoba 2012 — 2014
Master's Degree, Finance and Financial Management Services
Universidad Católica de Córdoba 2011 — 2011
Stock Trading Platfoms, Investments and Securities
Scottrade July 2015 - Present
Allen Financial Group March 2015 - June 2015
City of Estación Juárez Celman April 2013 - August 2014
Rivello-Maldonado Accountancy Group February 2004 - August 2014
Sancor Seguros March 2006 - July 2014
Education
Universidad Nacional de Córdoba 2004 — 2010
Bachelor's Degree, Accounting
Universidad Católica de Córdoba 2012 — 2014
Master's Degree, Finance and Financial Management Services
Universidad Católica de Córdoba 2011 — 2011
Stock Trading Platfoms, Investments and Securities
Jeff Yack's Scottrade Experience January 1999 - May 2001
Job Senior Sales Rep Pursuing Account Management & New Business Development Opportunities
Industry Financial Services
Experience
at Growing Organization in Financial, Information, SaaS, or Technology March 2015 - Present
Thomson Reuters June 2006 - December 2013
Thomson Financial June 2004 - December 2005
Van der Moolen January 2003 - May 2004
Scottrade January 1999 - May 2001
Skills
CRM, Strategic Partnerships, Business Development, Salesforce.com, Management, Strategy, Account Management, Market Data, Leadership, Business Analysis
Education
University of Central Florida 1996 — 2001
Bachelor of Arts, Finance
at Growing Organization in Financial, Information, SaaS, or Technology March 2015 - Present
Thomson Reuters June 2006 - December 2013
Thomson Financial June 2004 - December 2005
Van der Moolen January 2003 - May 2004
Scottrade January 1999 - May 2001
Skills
CRM, Strategic Partnerships, Business Development, Salesforce.com, Management, Strategy, Account Management, Market Data, Leadership, Business Analysis
Education
University of Central Florida 1996 — 2001
Bachelor of Arts, Finance
Jenny (Lam) Perkinson, M.A.'s Scottrade Experience 2007 - 2010
Job Unified Choice Trader at 1st Global
Industry Investment Management
Experience
1st Global May 2015 - Present
RR Donnelley January 2015 - May 2015
Thayer & Co. Total Wealth Management September 2014 - January 2015
The University of Dallas July 2014 - September 2014
Placemark Investments June 2012 - August 2013
Placemark Investments May 2010 - June 2012
Scottrade 2007 - 2010
Skills
Securities, Series 7, Bloomberg, Equities, Series 63, TESOL, TEFL, TESL, Alternative Investments, Portfolio Management, Mutual Funds
Education
The University of Texas at Dallas 2008 — 2009
Master of Arts, International Business
The University of Texas at Dallas 2004 — 2008
Bachelor of Science, Double Major: Business Administration and Finance
1st Global May 2015 - Present
RR Donnelley January 2015 - May 2015
Thayer & Co. Total Wealth Management September 2014 - January 2015
The University of Dallas July 2014 - September 2014
Placemark Investments June 2012 - August 2013
Placemark Investments May 2010 - June 2012
Scottrade 2007 - 2010
Skills
Securities, Series 7, Bloomberg, Equities, Series 63, TESOL, TEFL, TESL, Alternative Investments, Portfolio Management, Mutual Funds
Education
The University of Texas at Dallas 2008 — 2009
Master of Arts, International Business
The University of Texas at Dallas 2004 — 2008
Bachelor of Science, Double Major: Business Administration and Finance
Dan Hoeck's Scottrade Experience April 2007 - July 2008
Job Associate Ecommerce Product Manager at Esurance
Industry Internet
Experience
Esurance March 2015 - Present
Stealth Mode Startup May 2014 - February 2015
SocLyfe (Pix) March 2013 - May 2014
Loring Ward March 2010 - March 2013
Loring Ward September 2009 - March 2010
Smith Barney July 2008 - April 2009
Scottrade April 2007 - July 2008
Cushman & Wakefield June 2006 - September 2006
TeleSoft Partners June 2005 - September 2005
Skills
Portfolio Management, Series 7, Asset Allocation, Management, Analysis, Investments, Investment Advisory, Analytics, Investment Strategies, Business Development, Financial Advisory, Wealth Management, Asset Management, Mutual Funds, Fixed Income, Equities, Alternative Investments, Valuation, DCF Valuation, Equity Research, Equity Valuation, Capital Markets, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Writing, Data Analysis, Balsamiq Mockups, HTML 5, Product Management, Product Development, Agile Methodologies
Education
University of California, Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Esurance March 2015 - Present
Stealth Mode Startup May 2014 - February 2015
SocLyfe (Pix) March 2013 - May 2014
Loring Ward March 2010 - March 2013
Loring Ward September 2009 - March 2010
Smith Barney July 2008 - April 2009
Scottrade April 2007 - July 2008
Cushman & Wakefield June 2006 - September 2006
TeleSoft Partners June 2005 - September 2005
Skills
Portfolio Management, Series 7, Asset Allocation, Management, Analysis, Investments, Investment Advisory, Analytics, Investment Strategies, Business Development, Financial Advisory, Wealth Management, Asset Management, Mutual Funds, Fixed Income, Equities, Alternative Investments, Valuation, DCF Valuation, Equity Research, Equity Valuation, Capital Markets, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Writing, Data Analysis, Balsamiq Mockups, HTML 5, Product Management, Product Development, Agile Methodologies
Education
University of California, Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Jennifer Hollenkamp's Scottrade Experience 2015 - Present
Job Paralegal at Scottrade
Industry Construction
Experience
Scottrade 2015 - Present
Greensfelder, Hemker & Gale, P.C. 2005 - 2015
Simon, Lowe & Passanante 2002 - 2005
Skills
Trials, Legal Research, Westlaw, Litigation, Document Review, Litigation Support, Civil Litigation, Legal Writing, Commercial Litigation, Legal Assistance
Education
Webster University 2004 — 2007
Master's degree, Legal Studies
Truman State University 1997 — 2001
Criminal Justice
Scottrade 2015 - Present
Greensfelder, Hemker & Gale, P.C. 2005 - 2015
Simon, Lowe & Passanante 2002 - 2005
Skills
Trials, Legal Research, Westlaw, Litigation, Document Review, Litigation Support, Civil Litigation, Legal Writing, Commercial Litigation, Legal Assistance
Education
Webster University 2004 — 2007
Master's degree, Legal Studies
Truman State University 1997 — 2001
Criminal Justice
Ethan Chen's Scottrade Experience March 2009 - March 2010
Job Analyst at Crescent Capital Group
Industry Banking
Experience
Crescent Capital Group May 2013 - Present
pacific alternative asset management company June 2010 - May 2013
Scottrade March 2009 - March 2010
Skills
Asset Managment, Investments, PowerPoint, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equities, Hedge Funds, Finance, Portfolio Management
Education
University of California, Riverside 2006 — 2010
B.S., Business Administration: Finance
Crescent Capital Group May 2013 - Present
pacific alternative asset management company June 2010 - May 2013
Scottrade March 2009 - March 2010
Skills
Asset Managment, Investments, PowerPoint, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equities, Hedge Funds, Finance, Portfolio Management
Education
University of California, Riverside 2006 — 2010
B.S., Business Administration: Finance
Lena Harness's Scottrade Experience March 2014 - Present
Job Asst. Vice President (IT) Business Relationship Mgmt Compliance & Regulatory for Banking/Brokerage at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Edward Jones June 2002 - March 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Skills
Retirement Planning, Employee Benefits, Series 7, Securities, Leadership, Compliance, SDLC, Project Management, Mentoring, Contract Negotiation, Applications..., Vendor Management, Management, Business Requirements, Analytics, Strategy, Financial Regulation, PeopleSoft, KYC
Education
University of Arkansas 1998 — 2000
Masters, Management of Information Systems
University of Arkansas at Little Rock 1991 — 1996
Bachelors, Computer Information Systems & Quantitative Analysis
Scottrade March 2014 - Present
Edward Jones June 2002 - March 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Edward Jones 2002 - 2014
Skills
Retirement Planning, Employee Benefits, Series 7, Securities, Leadership, Compliance, SDLC, Project Management, Mentoring, Contract Negotiation, Applications..., Vendor Management, Management, Business Requirements, Analytics, Strategy, Financial Regulation, PeopleSoft, KYC
Education
University of Arkansas 1998 — 2000
Masters, Management of Information Systems
University of Arkansas at Little Rock 1991 — 1996
Bachelors, Computer Information Systems & Quantitative Analysis
Brenna Race's Scottrade Experience September 2014 - Present
Job FSR at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Greensfelder Equestrian May 2010 - February 2015
Reliance Bank November 2013 - September 2014
BMO Harris Bank July 2012 - November 2013
M&I Bank November 2011 - July 2012
PetSmart September 2009 - November 2011
Skills
Quickbooks, Microsoft Office, Typing speed of 60+ wpm, Customer Service, Internet Research, Salesforce.com, Cold Calling, Sales, Data Analysis, Social Media, Event Planning, Marketing, Research, Loans, Microsoft Excel, Management, QuickBooks, Online Research
Education
Webster University 2012 — 2016
Master of Business Administration (M.B.A.)
Truman State University 2005 — 2009
Bachelor of Science, Agricultural Science
Scottrade September 2014 - Present
Greensfelder Equestrian May 2010 - February 2015
Reliance Bank November 2013 - September 2014
BMO Harris Bank July 2012 - November 2013
M&I Bank November 2011 - July 2012
PetSmart September 2009 - November 2011
Skills
Quickbooks, Microsoft Office, Typing speed of 60+ wpm, Customer Service, Internet Research, Salesforce.com, Cold Calling, Sales, Data Analysis, Social Media, Event Planning, Marketing, Research, Loans, Microsoft Excel, Management, QuickBooks, Online Research
Education
Webster University 2012 — 2016
Master of Business Administration (M.B.A.)
Truman State University 2005 — 2009
Bachelor of Science, Agricultural Science
Kevin Guilfoy's Scottrade Experience March 2010 - Present
Job Web Development Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade March 2010 - Present
Education
Truman State University 2002 — 2006
Bachelor of Science, Computer Science
Scottrade March 2010 - Present
Education
Truman State University 2002 — 2006
Bachelor of Science, Computer Science
Cary Picardi's Scottrade Experience December 2008 - Present
Job Senior OptionsFirst Analyst at Scottrade
Industry Financial Services
Experience
Scottrade December 2008 - Present
Scottrade March 2001 - December 2008
Scottrade January 1998 - March 2001
Education
Hazelwood Central
Hazelwood Jr
Truman State University
BS, Finance
Scottrade December 2008 - Present
Scottrade March 2001 - December 2008
Scottrade January 1998 - March 2001
Education
Hazelwood Central
Hazelwood Jr
Truman State University
BS, Finance
William Busby's Scottrade Experience February 2012 - September 2014
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2015 - Present
Gadberry Financial Group September 2014 - July 2015
Scottrade February 2012 - September 2014
Edward Jones April 2010 - November 2011
Allstate September 2009 - May 2010
Skills
Personal Financial..., Asset Allocation, Estate Planning, Life Insurance, Investments
Education
University of Central Arkansas 2005 — 2010
Bachelor of Business Administration (BBA), Insurance and Risk Management
Edward Jones July 2015 - Present
Gadberry Financial Group September 2014 - July 2015
Scottrade February 2012 - September 2014
Edward Jones April 2010 - November 2011
Allstate September 2009 - May 2010
Skills
Personal Financial..., Asset Allocation, Estate Planning, Life Insurance, Investments
Education
University of Central Arkansas 2005 — 2010
Bachelor of Business Administration (BBA), Insurance and Risk Management
Casey Orchard's Scottrade Experience September 2010 - June 2014
Job Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) July 2014 - Present
Scottrade September 2010 - June 2014
Scottrade August 2009 - September 2010
Skills
Series 7, Series 63, Equities, Investments, Securities, Mutual Funds, Portfolio Management, Fixed Income, Options, Trading, Financial Modeling, Financial Markets
Education
SUNY at Buffalo 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Financial Industry Regulatory Authority (FINRA) July 2014 - Present
Scottrade September 2010 - June 2014
Scottrade August 2009 - September 2010
Skills
Series 7, Series 63, Equities, Investments, Securities, Mutual Funds, Portfolio Management, Fixed Income, Options, Trading, Financial Modeling, Financial Markets
Education
SUNY at Buffalo 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Kwaisi France's Scottrade Experience January 2006 - May 2006
Job CEO, President at KTB Media LLC
Industry Online Media
Experience
KTB Media LLC January 2013 - Present
University of Baltimore August 2012 - August 2014
City University of New York (CUNY) School of Law August 2010 - August 2012
RA France Clinical Consulting February 2008 - August 2010
Legg Mason February 2007 - January 2008
Scottrade January 2006 - May 2006
Provident Investment Company March 2005 - September 2005
T. Rowe Price January 2004 - February 2005
T. Rowe Price May 2002 - January 2004
Skills
Competitive Analysis, Financial Analysis, Business Analysis, Negotiation, Investments, Finance, Marketing, Leadership, Management, Start-ups, Sales, Portfolio Management, Accounting, Marketing Strategy, Research, Public Speaking, Social Media, Strategic Planning, Microsoft Office, Executive Management, Financial Modeling, Community Outreach, Legal Research, Legal Writing, Strategy, Due Diligence, Consulting
Education
University of Baltimore Merrick School of Business 2012 — 2014
Master of Business Administration (MBA), Public Sector Economics
City University of New York School of Law 2010 — 2012
University of Pennsylvania 1999 — 2003
Bachelors of Arts, Political Science (with concentrated coursework; Economics and Philosophy
KTB Media LLC January 2013 - Present
University of Baltimore August 2012 - August 2014
City University of New York (CUNY) School of Law August 2010 - August 2012
RA France Clinical Consulting February 2008 - August 2010
Legg Mason February 2007 - January 2008
Scottrade January 2006 - May 2006
Provident Investment Company March 2005 - September 2005
T. Rowe Price January 2004 - February 2005
T. Rowe Price May 2002 - January 2004
Skills
Competitive Analysis, Financial Analysis, Business Analysis, Negotiation, Investments, Finance, Marketing, Leadership, Management, Start-ups, Sales, Portfolio Management, Accounting, Marketing Strategy, Research, Public Speaking, Social Media, Strategic Planning, Microsoft Office, Executive Management, Financial Modeling, Community Outreach, Legal Research, Legal Writing, Strategy, Due Diligence, Consulting
Education
University of Baltimore Merrick School of Business 2012 — 2014
Master of Business Administration (MBA), Public Sector Economics
City University of New York School of Law 2010 — 2012
University of Pennsylvania 1999 — 2003
Bachelors of Arts, Political Science (with concentrated coursework; Economics and Philosophy
Jason Human's Scottrade Experience December 2004 - August 2006
Job Client Service Analyst at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors January 2012 - Present
Trilogy Global Advisors August 2006 - December 2011
Scottrade December 2004 - August 2006
Skills
Microsoft Office, Customer Service, Internal Audit, Derivatives, Banking, Portfolio Management, Investments, Bloomberg, Asset Managment, Accounting, Account Reconciliation, Equities, Fixed Income, Asset Management, Microsoft Excel, Leadership
Education
University of Central Florida 2002 — 2006
B.S., Finance
University of Central Florida - College of Business Administration 2002 — 2006
B.S., Finance
Trilogy Global Advisors January 2012 - Present
Trilogy Global Advisors August 2006 - December 2011
Scottrade December 2004 - August 2006
Skills
Microsoft Office, Customer Service, Internal Audit, Derivatives, Banking, Portfolio Management, Investments, Bloomberg, Asset Managment, Accounting, Account Reconciliation, Equities, Fixed Income, Asset Management, Microsoft Excel, Leadership
Education
University of Central Florida 2002 — 2006
B.S., Finance
University of Central Florida - College of Business Administration 2002 — 2006
B.S., Finance
Gustavo Palos's Scottrade Experience February 2009 - February 2010
Job Equity Trader and Portfolio Manager at Proprietary Equity Trader and Portfolio Manager
Industry Financial Services
Experience
Proprietary Equity Trader and Portfolio Manager March 2009 - Present
Russell Wood Law Offices March 2011 - September 2011
Scottrade February 2009 - February 2010
Ilusion August 2000 - December 2007
Skills
Financial Analysis, Equities, Investments, Financial Modeling, Securities, Fixed Income, Finance, Analytical Skills, Quantitative Data, Organizational..., Computer Proficiency
Education
The University of Texas at El Paso 2009 — 2012
MS, Economics
The University of Texas at El Paso 2005 — 2008
Bachelor of Business Administration, Finance
Proprietary Equity Trader and Portfolio Manager March 2009 - Present
Russell Wood Law Offices March 2011 - September 2011
Scottrade February 2009 - February 2010
Ilusion August 2000 - December 2007
Skills
Financial Analysis, Equities, Investments, Financial Modeling, Securities, Fixed Income, Finance, Analytical Skills, Quantitative Data, Organizational..., Computer Proficiency
Education
The University of Texas at El Paso 2009 — 2012
MS, Economics
The University of Texas at El Paso 2005 — 2008
Bachelor of Business Administration, Finance
Ibrahim Houari's Scottrade Experience July 2009 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade July 2009 - Present
Skills
Bloomberg Terminal
Education
The University of Texas at Dallas 2008 — 2012
Bachelor's in Science, Biology and Business Administration
Scottrade July 2009 - Present
Skills
Bloomberg Terminal
Education
The University of Texas at Dallas 2008 — 2012
Bachelor's in Science, Biology and Business Administration
Jennifer Hoerber's Scottrade Experience May 2011 - August 2011
Job Student at Webster University
Industry Financial Services
Experience
Scottrade May 2011 - August 2011
Education
Webster University 2008 — 2012
B.S. Finance, Finance, Economics, Math, Spanish
Universidad Nacional de Cuyo 2010 — 2010
Spanish
Scottrade May 2011 - August 2011
Education
Webster University 2008 — 2012
B.S. Finance, Finance, Economics, Math, Spanish
Universidad Nacional de Cuyo 2010 — 2010
Spanish
Patrick Rabalais's Scottrade Experience May 2012 - January 2013
Job Project Engineer at Sustainable Modular Management
Industry Construction
Experience
Sustainable Modular Management April 2014 - Present
Meritage Homes October 2012 - April 2014
Scottrade May 2012 - January 2013
Skills
Construction Management, Customer Service, Financial Analysis, Microsoft Excel
Education
The University of Texas at San Antonio 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Sustainable Modular Management April 2014 - Present
Meritage Homes October 2012 - April 2014
Scottrade May 2012 - January 2013
Skills
Construction Management, Customer Service, Financial Analysis, Microsoft Excel
Education
The University of Texas at San Antonio 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Derek Homan's Scottrade Experience September 2010 - Present
Job Intern at The University of Texas at San Antonio
Industry Higher Education
Experience
Scottrade September 2010 - Present
TheHealing Staff August 2009 - December 2009
Bank of America September 2008 - October 2009
Wachovia Bank March 2008 - September 2008
Education
The University of Texas at San Antonio 2007 — 2012
Real estate finance and Development, Business
McNeil High school
U.T. San Antonio
Finance
Scottrade September 2010 - Present
TheHealing Staff August 2009 - December 2009
Bank of America September 2008 - October 2009
Wachovia Bank March 2008 - September 2008
Education
The University of Texas at San Antonio 2007 — 2012
Real estate finance and Development, Business
McNeil High school
U.T. San Antonio
Finance
Nick Jakubauskas's Scottrade Experience September 2011 - June 2012
Job Student at The Pennsylvania State University
Industry Investment Banking
Experience
Northwestern Mutual June 2012 - August 2012
Scottrade September 2011 - June 2012
internships.com August 2011 - May 2012
Skills
Technical Analysis, Investments, Portfolio Management, Financial Modeling, Trading, Options, Microsoft Excel, Finance, Mergers & Acquisitions, Economics
Education
Pennsylvania State University 2009 — 2013
BA, Economics
Investment Bank Institute 2012 — 2012
Investment Banking
Universidade Federal da Bahia 2011 — 2011
Business in Brazil
West Morris Central High School
Northwestern Mutual June 2012 - August 2012
Scottrade September 2011 - June 2012
internships.com August 2011 - May 2012
Skills
Technical Analysis, Investments, Portfolio Management, Financial Modeling, Trading, Options, Microsoft Excel, Finance, Mergers & Acquisitions, Economics
Education
Pennsylvania State University 2009 — 2013
BA, Economics
Investment Bank Institute 2012 — 2012
Investment Banking
Universidade Federal da Bahia 2011 — 2011
Business in Brazil
West Morris Central High School
Dane Timmons's Scottrade Experience June 2010 - July 2011
Job Senior Financial Analyst at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery September 2014 - Present
E. & J. Gallo Winery August 2013 - September 2014
Beneficial Financial Group January 2012 - May 2013
The "ROC Fund" Real Estate Opportunity Capital Fund, L.P. November 2011 - January 2012
Scottrade June 2010 - July 2011
Governor Arnold Schwarzeneggers Office March 2010 - May 2010
Skills
Financial Analysis, Analysis, Leadership, Market Research, Financial Modeling, Business Strategy, Management, Competitive Analysis, Strategy, Demand Planning, Data Analysis, Pricing, Sales Finance, S&OP implementation, Microsoft Excel, Training, Entrepreneurship, Investments, Market Analysis, Portfolio Management, Private Equity, Economics, Valuation, Microsoft Office, New Venture Development, Customer Service, Due Diligence, Marketing, Corporate Finance, Recruiting, Industry Analysis
Education
University of Utah - David Eccles School of Business 2011 — 2013
MBA
University of California, Davis 2009 — 2011
BA
E. & J. Gallo Winery September 2014 - Present
E. & J. Gallo Winery August 2013 - September 2014
Beneficial Financial Group January 2012 - May 2013
The "ROC Fund" Real Estate Opportunity Capital Fund, L.P. November 2011 - January 2012
Scottrade June 2010 - July 2011
Governor Arnold Schwarzeneggers Office March 2010 - May 2010
Skills
Financial Analysis, Analysis, Leadership, Market Research, Financial Modeling, Business Strategy, Management, Competitive Analysis, Strategy, Demand Planning, Data Analysis, Pricing, Sales Finance, S&OP implementation, Microsoft Excel, Training, Entrepreneurship, Investments, Market Analysis, Portfolio Management, Private Equity, Economics, Valuation, Microsoft Office, New Venture Development, Customer Service, Due Diligence, Marketing, Corporate Finance, Recruiting, Industry Analysis
Education
University of Utah - David Eccles School of Business 2011 — 2013
MBA
University of California, Davis 2009 — 2011
BA
David Kombrink's Scottrade Experience January 2014 - Present
Job Financial Reporting Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Scottrade August 2012 - January 2014
Smurfit-Stone January 2007 - October 2011
LMI Aerospace March 2006 - December 2006
Smurfit-Stone September 1999 - March 2006
Gruber, Tanzey & Company, P.C January 1995 - September 1999
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, SAP, PeopleSoft Financial, Certified Public..., SAP Business Warehouse, Hyperion, Financial Statement..., Financial Analysis, Financial Reporting, 15c3-3, 15c3-1, Financial Services, Call Reporting
Education
Central Missouri State University 1990 — 1994
BSBA, Accounting
Scottrade January 2014 - Present
Scottrade August 2012 - January 2014
Smurfit-Stone January 2007 - October 2011
LMI Aerospace March 2006 - December 2006
Smurfit-Stone September 1999 - March 2006
Gruber, Tanzey & Company, P.C January 1995 - September 1999
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, SAP, PeopleSoft Financial, Certified Public..., SAP Business Warehouse, Hyperion, Financial Statement..., Financial Analysis, Financial Reporting, 15c3-3, 15c3-1, Financial Services, Call Reporting
Education
Central Missouri State University 1990 — 1994
BSBA, Accounting
William Owh's Scottrade Experience May 2013 - Present
Job Branch Office Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2013 - Present
Scottrade September 2010 - May 2013
Scottrade December 2007 - September 2010
Consol November 2004 - April 2007
Education
UCSD 2000 — 2004
Bachelor of Arts (B.A.), Economics
Scottrade May 2013 - Present
Scottrade September 2010 - May 2013
Scottrade December 2007 - September 2010
Consol November 2004 - April 2007
Education
UCSD 2000 — 2004
Bachelor of Arts (B.A.), Economics
Henry Nichols's Scottrade Experience May 2011 - August 2014
Job Student at The University of Texas at Dallas, Future Procurement Manager
Industry Logistics and Supply Chain
Experience
The University of Texas at Dallas August 2014 - Present
Scottrade May 2011 - August 2014
Charles Schwab July 2007 - March 2011
Skills
Finance, Stock Market, Stock Trading, Bonds, Customer Service, Supply Chain Management, Microsoft Office
Education
The University of Texas at Dallas 2014 — 2016
Master of Science (MS), Supply Chain Management
University of Utah 2002 — 2006
Bachelor's degree, History, 3.305
The University of Texas at Dallas August 2014 - Present
Scottrade May 2011 - August 2014
Charles Schwab July 2007 - March 2011
Skills
Finance, Stock Market, Stock Trading, Bonds, Customer Service, Supply Chain Management, Microsoft Office
Education
The University of Texas at Dallas 2014 — 2016
Master of Science (MS), Supply Chain Management
University of Utah 2002 — 2006
Bachelor's degree, History, 3.305
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank