Scottrade Company
Industry: Banking company
DescriptionScottrade was a discount brokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Customer service: 00 1 314-543-6188 Headquarters: St. Louis, Missouri, United States Founder: Rodger O. Riney Founded: 1980, Scottsdale, Arizona, United States Parent organization: TD Ameritrade Subsidiary: FocusShares Trust
Scottrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scottrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Scottrade Salaries. You can even request information on how much does Scottrade pay if you want to. Learn about salaries, pros and cons of working for Scottrade directly from the past employees.
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2,787 Scottrade employees in database. Find out everything there's to know about Scottrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scottrade Employees
Employee
Years
Job
Industry
Isaac Thill Isaac Thill's Scottrade Experience October 2014 - Present
Job Stock Broker at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Wells Fargo February 2013 - October 2014
Ralphie's Sports Bar 2010 - 2012
Skills
Social Media, Facebook, Sports, Critical Thinking, Teamwork, Sales, Public Speaking, Public Relations, Customer Service, Financial Analysis, Training
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (BA), Organizational Communication, General
Scottrade October 2014 - Present
Wells Fargo February 2013 - October 2014
Ralphie's Sports Bar 2010 - 2012
Skills
Social Media, Facebook, Sports, Critical Thinking, Teamwork, Sales, Public Speaking, Public Relations, Customer Service, Financial Analysis, Training
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (BA), Organizational Communication, General
Andrew Persons Andrew Persons's Scottrade Experience October 2010 - May 2012
Job Assistant Project Manager at Pacific Harbor Homes
Industry Real Estate
Experience
Pacific Harbor Homes January 2014 - Present
Cobalt Construction Company June 2006 - Present
AerialPersons January 2014 - Present
Scottrade October 2010 - May 2012
Skills
Project Management, Contract Negotiation, Economic Modeling, Investments, New Business Development, Market Research, Budgets, Construction, Strategic Planning, Microsoft Excel, Consulting, Economics, Leadership, Team Leadership, Microsoft Office, Google Docs, Analytics, Public Relations, Entrepreneurship, Management, Due Diligence, Real Estate Development, Argus Developer, Land Acquisition, Land Development, Residential Land...
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Arts, Economics
Pacific Harbor Homes January 2014 - Present
Cobalt Construction Company June 2006 - Present
AerialPersons January 2014 - Present
Scottrade October 2010 - May 2012
Skills
Project Management, Contract Negotiation, Economic Modeling, Investments, New Business Development, Market Research, Budgets, Construction, Strategic Planning, Microsoft Excel, Consulting, Economics, Leadership, Team Leadership, Microsoft Office, Google Docs, Analytics, Public Relations, Entrepreneurship, Management, Due Diligence, Real Estate Development, Argus Developer, Land Acquisition, Land Development, Residential Land...
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Arts, Economics
Kenny Szulczewski Kenny Szulczewski's Scottrade Experience April 2013 - Present
Job Licensed Stockbroker
Industry Financial Services
Experience
Scottrade April 2013 - Present
Madison Investment Advisors May 2012 - August 2012
Prairie-Technologies 2010 - December 2010
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Madison 2010 — 2010
Passed Level I of the CFA Program
Scottrade April 2013 - Present
Madison Investment Advisors May 2012 - August 2012
Prairie-Technologies 2010 - December 2010
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Madison 2010 — 2010
Passed Level I of the CFA Program
Crystal Doxtator Crystal Doxtator's Scottrade Experience February 2008 - January 2011
Job Vice President, Investment Consultant Team Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch November 2013 - March 2015
Merrill Lynch August 2013 - November 2013
Merrill Lynch January 2011 - August 2013
Scottrade February 2008 - January 2011
Walgreens May 2008 - August 2008
Dominos Pizza Enterprises May 2005 - February 2007
Skills
Series 63, Investments, Series 9, Series 10, Equities, Securities, Asset Allocation, Financial Services, Leadership, Series 7, Mutual Funds, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Portfolio Management
Education
University of North Florida 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2009
BS, Finance
Merrill Lynch March 2015 - Present
Merrill Lynch November 2013 - March 2015
Merrill Lynch August 2013 - November 2013
Merrill Lynch January 2011 - August 2013
Scottrade February 2008 - January 2011
Walgreens May 2008 - August 2008
Dominos Pizza Enterprises May 2005 - February 2007
Skills
Series 63, Investments, Series 9, Series 10, Equities, Securities, Asset Allocation, Financial Services, Leadership, Series 7, Mutual Funds, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Portfolio Management
Education
University of North Florida 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2009
BS, Finance
Lily Trevino Lily Trevino's Scottrade Experience March 2013 - June 2013
Job IT Analyst at CH2M HILL
Industry Information Technology and Services
Experience
CH2M HILL June 2013 - Present
Scottrade March 2013 - June 2013
IBM August 2010 - March 2013
Skills
Microsoft Office, IBM Tivoli, Lotus Notes, HP Service Manager, Shared Service Center, CRM, Active Directory, Remote Desktop, Remote Troubleshooting, SharePoint, Microsoft Exchange, Sophos, Remote User Support
Education
University of Colorado Denver 2007 — 2009
Liberal Arts and Science
CH2M HILL June 2013 - Present
Scottrade March 2013 - June 2013
IBM August 2010 - March 2013
Skills
Microsoft Office, IBM Tivoli, Lotus Notes, HP Service Manager, Shared Service Center, CRM, Active Directory, Remote Desktop, Remote Troubleshooting, SharePoint, Microsoft Exchange, Sophos, Remote User Support
Education
University of Colorado Denver 2007 — 2009
Liberal Arts and Science
Shiven Gollapudi Shiven Gollapudi's Scottrade Experience June 2013 - May 2014
Job EY Assurance
Industry Financial Services
Experience
EY September 2015 - Present
EY January 2015 - March 2015
Colorado State University June 2014 - August 2014
Scottrade June 2013 - May 2014
Udaan Ventures June 2012 - August 2012
University of Colorado October 2011 - May 2012
PT Borneo-Omega Groupe June 2011 - July 2011
Skills
Editing, Competitive Analysis, Leadership, Microsoft Office, PowerPoint, Public Speaking, Strategy, Microsoft Excel, Business Development, Financial Analysis, Budgets, Time Management
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's degree, Accounting
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science (B.Sc.), Finance and Accounting, 3.55
EY September 2015 - Present
EY January 2015 - March 2015
Colorado State University June 2014 - August 2014
Scottrade June 2013 - May 2014
Udaan Ventures June 2012 - August 2012
University of Colorado October 2011 - May 2012
PT Borneo-Omega Groupe June 2011 - July 2011
Skills
Editing, Competitive Analysis, Leadership, Microsoft Office, PowerPoint, Public Speaking, Strategy, Microsoft Excel, Business Development, Financial Analysis, Budgets, Time Management
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's degree, Accounting
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science (B.Sc.), Finance and Accounting, 3.55
Ryan Donnel's Scottrade Experience December 2013 - August 2014
Job Derivatives Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Scottrade December 2013 - August 2014
Dean Callan & Company, Inc. January 2011 - April 2011
Colorado Capital Management May 2010 - July 2010
Skills
Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Finance, Strategic Financial..., Economics, Real Estate Economics, Due Diligence, Entrepreneurship, Commercial Real Estate, Microsoft Excel, Series 7, Accounting, Market Research, Financial Reporting, Investment Properties, Real Estate, Mutual Funds, Asset Allocation, Securities, Bloomberg Terminal
Education
University of Colorado at Boulder 2009 — 2013
B.A., Economics
University of New South Wales 2010 — 2010
Study Abroad Program
Charles Schwab August 2014 - Present
Scottrade December 2013 - August 2014
Dean Callan & Company, Inc. January 2011 - April 2011
Colorado Capital Management May 2010 - July 2010
Skills
Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Finance, Strategic Financial..., Economics, Real Estate Economics, Due Diligence, Entrepreneurship, Commercial Real Estate, Microsoft Excel, Series 7, Accounting, Market Research, Financial Reporting, Investment Properties, Real Estate, Mutual Funds, Asset Allocation, Securities, Bloomberg Terminal
Education
University of Colorado at Boulder 2009 — 2013
B.A., Economics
University of New South Wales 2010 — 2010
Study Abroad Program
Kiran K Reddy Kiran K Reddy's Scottrade Experience June 2014 - February 2015
Job Sr. FileNet Consultant at Wellsfargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo February 2015 - Present
Scottrade June 2014 - February 2015
IBM October 2008 - June 2014
CNO Financial Group 2007 - 2008
Hewlett-Packard January 2003 - March 2006
Skills
FileNet, Unix Administration, AIX, ECM, Websphere, WebSphere Application..., DB2, Weblogic, Java Enterprise Edition, Oracle, Document Management, Business Process Design, SOA, Enterprise Architecture, Solution Architecture, JBoss Application Server, Business Process..., Microsoft SQL Server, Java, Requirements Analysis, Business Process, SQL, Unix, Enterprise Content..., SDLC, ITIL, Requirements Gathering, Databases, Software Project..., Testing, IT Strategy, Systems Analysis, Web Services, Windows Server, Kofax, System Administration, Integration, Struts, JSP, Data Migration, Unix Shell Scripting, PL/SQL, Tomcat, Agile Methodologies, IBM AIX, WebSphere
Education
University of Madras
Bachelors Degree in Computer Science, Computer Science
Wells Fargo February 2015 - Present
Scottrade June 2014 - February 2015
IBM October 2008 - June 2014
CNO Financial Group 2007 - 2008
Hewlett-Packard January 2003 - March 2006
Skills
FileNet, Unix Administration, AIX, ECM, Websphere, WebSphere Application..., DB2, Weblogic, Java Enterprise Edition, Oracle, Document Management, Business Process Design, SOA, Enterprise Architecture, Solution Architecture, JBoss Application Server, Business Process..., Microsoft SQL Server, Java, Requirements Analysis, Business Process, SQL, Unix, Enterprise Content..., SDLC, ITIL, Requirements Gathering, Databases, Software Project..., Testing, IT Strategy, Systems Analysis, Web Services, Windows Server, Kofax, System Administration, Integration, Struts, JSP, Data Migration, Unix Shell Scripting, PL/SQL, Tomcat, Agile Methodologies, IBM AIX, WebSphere
Education
University of Madras
Bachelors Degree in Computer Science, Computer Science
Kristyn Biscocho Kristyn Biscocho's Scottrade Experience November 2009 - July 2010
Job Compliance Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab November 2013 - January 2015
FINRA August 2010 - November 2013
Scottrade November 2009 - July 2010
United States Commodity Futures Trading Commission May 2008 - August 2008
Forsythe June 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A., Economics and Political Science
Charles Schwab February 2015 - Present
Charles Schwab November 2013 - January 2015
FINRA August 2010 - November 2013
Scottrade November 2009 - July 2010
United States Commodity Futures Trading Commission May 2008 - August 2008
Forsythe June 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A., Economics and Political Science
Mary Johnmeyer Mary Johnmeyer's Scottrade Experience March 2010 - Present
Job Analyst at Scottrade
Industry
Experience
Scottrade March 2010 - Present
Noonan & Wiseman January 1999 - February 2010
Skills
Derivatives, Microsoft Office, Bloomberg Terminal, Corporate Finance, Financial Analysis, PowerPoint, Securities, Asset Allocation, Investments, Due Diligence, Legal Research, Portfolio Management, Mutual Funds, Capital Markets, Private Equity, Financial Modeling, Civil Litigation, Research, Alternative Investments, Leadership, Equities, Financial Services, Quantitative Analytics, ETFs, Valuation, Series 63, Customer Service, Economics, Series 7, Data Analysis, Asset Management, Microsoft Word, Hedge Funds, Microsoft Excel, Options, Fixed Income, Bloomberg, Financial Markets, FINRA, Analysis, Banking, Equity Research, Equity Trading, Trading, Finance, Strategic Planning, Investment Banking, Bonds
Education
University of Florida 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Scottrade March 2010 - Present
Noonan & Wiseman January 1999 - February 2010
Skills
Derivatives, Microsoft Office, Bloomberg Terminal, Corporate Finance, Financial Analysis, PowerPoint, Securities, Asset Allocation, Investments, Due Diligence, Legal Research, Portfolio Management, Mutual Funds, Capital Markets, Private Equity, Financial Modeling, Civil Litigation, Research, Alternative Investments, Leadership, Equities, Financial Services, Quantitative Analytics, ETFs, Valuation, Series 63, Customer Service, Economics, Series 7, Data Analysis, Asset Management, Microsoft Word, Hedge Funds, Microsoft Excel, Options, Fixed Income, Bloomberg, Financial Markets, FINRA, Analysis, Banking, Equity Research, Equity Trading, Trading, Finance, Strategic Planning, Investment Banking, Bonds
Education
University of Florida 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Scott A Croom Scott A Croom's Scottrade Experience May 2002 - August 2008
Job WordPress Designer, Teacher, Social Media Manager
Industry Internet
Experience
Webtegrity LLC 2014 - Present
Hootsuite Media Inc. 2014 - Present
Houston ISD 2011 - 2014
Education Consultant/Private Tutor July 2010 - August 2012
Pasadena ISD July 2008 - July 2010
Scottrade May 2002 - August 2008
TD Ameritrade September 1997 - May 2002
Skills
Teaching, Customer Service, Team Building, Coaching, Scheduling, Supervisory Skills, Customer Relations, Staff Development, Budgeting, Problem Solving, Excel, Microsoft Office, Planning, Public Speaking, Analysis, Customer Satisfaction, Sales Management, Administration, Mentoring, Event Planning, Research, Performance Management, Employee Relations, Team Leadership, Consultative Selling, Time Management, Interviewing, Teamwork, Hiring, Interviews, Social Media, Social Media Marketing, Marketing, Sales, Marketing Strategy, WordPress, Blogging, Editing, Microsoft Excel, Leadership, Management, Social Networking, SEO, Online Advertising, Online Marketing
Education
University of Houston-Clear Lake
BS, Management
Webtegrity LLC 2014 - Present
Hootsuite Media Inc. 2014 - Present
Houston ISD 2011 - 2014
Education Consultant/Private Tutor July 2010 - August 2012
Pasadena ISD July 2008 - July 2010
Scottrade May 2002 - August 2008
TD Ameritrade September 1997 - May 2002
Skills
Teaching, Customer Service, Team Building, Coaching, Scheduling, Supervisory Skills, Customer Relations, Staff Development, Budgeting, Problem Solving, Excel, Microsoft Office, Planning, Public Speaking, Analysis, Customer Satisfaction, Sales Management, Administration, Mentoring, Event Planning, Research, Performance Management, Employee Relations, Team Leadership, Consultative Selling, Time Management, Interviewing, Teamwork, Hiring, Interviews, Social Media, Social Media Marketing, Marketing, Sales, Marketing Strategy, WordPress, Blogging, Editing, Microsoft Excel, Leadership, Management, Social Networking, SEO, Online Advertising, Online Marketing
Education
University of Houston-Clear Lake
BS, Management
Owais Dhaduk Owais Dhaduk's Scottrade Experience August 2012 - April 2013
Job Analyst at The Claro Group
Industry Management Consulting
Experience
The Claro Group January 2015 - Present
Total Gas & Power Ltd June 2014 - December 2014
ZT Wealth May 2013 - May 2014
Scottrade August 2012 - April 2013
Clearwire October 2010 - March 2012
Skills
Sales, Finance, Financial Analysis, Customer Service, Training, Marketing, Microsoft Office, Stocks, Equity Trading, Financial Markets, Microsoft Excel, Outlook, PowerPoint, Market Research, QuickBooks, Financial Reporting, Analysis, Trading, Options, Financial Statements, Accounting, Public Speaking
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
The Claro Group January 2015 - Present
Total Gas & Power Ltd June 2014 - December 2014
ZT Wealth May 2013 - May 2014
Scottrade August 2012 - April 2013
Clearwire October 2010 - March 2012
Skills
Sales, Finance, Financial Analysis, Customer Service, Training, Marketing, Microsoft Office, Stocks, Equity Trading, Financial Markets, Microsoft Excel, Outlook, PowerPoint, Market Research, QuickBooks, Financial Reporting, Analysis, Trading, Options, Financial Statements, Accounting, Public Speaking
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Katie Deptowicz's Scottrade Experience February 2013 - December 2013
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo December 2013 - May 2015
Scottrade February 2013 - December 2013
Wells Fargo August 2010 - February 2013
Skills
Consumer Lending, Lines Of Credit, Small Business Lending, Retail Banking, Cross Selling, Series 7, Series 63, Colorado State...
Education
University of Colorado Boulder 2006 — 2010
Bachelor's degree, Economics
Wells Fargo May 2015 - Present
Wells Fargo December 2013 - May 2015
Scottrade February 2013 - December 2013
Wells Fargo August 2010 - February 2013
Skills
Consumer Lending, Lines Of Credit, Small Business Lending, Retail Banking, Cross Selling, Series 7, Series 63, Colorado State...
Education
University of Colorado Boulder 2006 — 2010
Bachelor's degree, Economics
Conor Steffey Conor Steffey's Scottrade Experience Graduate StudentUniversity of Colorado DenverDecember 2014 - Present
Job Brokerage Operations at Scottrade
Industry Financial Services
Experience
Scottrade Graduate StudentUniversity of Colorado DenverDecember 2014 - Present
UEFA May 2012 - July 2012
Peace Corps March 2010 - May 2012
International Rescue Committee October 2009 - January 2010
Fidelity Investments 2006 - 2010
Skills
International..., Community Development, International Relations, Grants, Spanish, Grant Writing, Fundraising, Nonprofits, Community Outreach, Volunteer Management, Youth Development, Policy Analysis, Capacity Building, Proposal Writing, Project Management, Financial Reporting
Education
University of Colorado Denver 2015 — 2016
Master’s Degree, Finance & Risk Management - Specializing in Commodities
University of Wyoming 2002 — 2005
Bachelor of Science (BS), Finance, General
University of Colorado Denver
University of Colorado Denver
Scottrade Graduate StudentUniversity of Colorado DenverDecember 2014 - Present
UEFA May 2012 - July 2012
Peace Corps March 2010 - May 2012
International Rescue Committee October 2009 - January 2010
Fidelity Investments 2006 - 2010
Skills
International..., Community Development, International Relations, Grants, Spanish, Grant Writing, Fundraising, Nonprofits, Community Outreach, Volunteer Management, Youth Development, Policy Analysis, Capacity Building, Proposal Writing, Project Management, Financial Reporting
Education
University of Colorado Denver 2015 — 2016
Master’s Degree, Finance & Risk Management - Specializing in Commodities
University of Wyoming 2002 — 2005
Bachelor of Science (BS), Finance, General
University of Colorado Denver
University of Colorado Denver
Kevin O'Keeffe's Scottrade Experience October 2014 - Present
Job Financial Services Representative at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Club at Cordillera May 2014 - October 2014
Winchester Country Club June 2013 - April 2014
FirstBank February 2012 - June 2013
Country Club at Castle Pines 2011 - March 2012
Medinah Country Club May 2010 - October 2010
The Country Club of Colorado February 2009 - May 2010
Skills
Golf, Customer Service, Event Management, Event Planning, Sales, Social Media, Budgets, Public Speaking, Public Relations, Merchandising, Marketing Strategy, Retail, Microsoft Excel, Marketing, Hospitality, Sports, Inventory Management, Leadership, Coaching, Sports Marketing, Time Management, Social Media Marketing, PowerPoint, Social Networking, Club, Microsoft Word, Team Building, Microsoft Office, Teamwork, Management, Fundraising, Sales Management, Food & Beverage, Business Planning, Team Leadership, Training, Customer Satisfaction, Advertising, Purchasing, Operations Management, Account Management, Strategic Planning, Business Development, Facebook, Golf Course Management, Marketing Communications, Recruiting, New Business Development, Online Marketing, Email Marketing
Education
University of Colorado at Colorado Springs 2006 — 2010
Bachelor's Degree, Marketing
Scottrade October 2014 - Present
Club at Cordillera May 2014 - October 2014
Winchester Country Club June 2013 - April 2014
FirstBank February 2012 - June 2013
Country Club at Castle Pines 2011 - March 2012
Medinah Country Club May 2010 - October 2010
The Country Club of Colorado February 2009 - May 2010
Skills
Golf, Customer Service, Event Management, Event Planning, Sales, Social Media, Budgets, Public Speaking, Public Relations, Merchandising, Marketing Strategy, Retail, Microsoft Excel, Marketing, Hospitality, Sports, Inventory Management, Leadership, Coaching, Sports Marketing, Time Management, Social Media Marketing, PowerPoint, Social Networking, Club, Microsoft Word, Team Building, Microsoft Office, Teamwork, Management, Fundraising, Sales Management, Food & Beverage, Business Planning, Team Leadership, Training, Customer Satisfaction, Advertising, Purchasing, Operations Management, Account Management, Strategic Planning, Business Development, Facebook, Golf Course Management, Marketing Communications, Recruiting, New Business Development, Online Marketing, Email Marketing
Education
University of Colorado at Colorado Springs 2006 — 2010
Bachelor's Degree, Marketing
Monica Ryu's Scottrade Experience May 2013 - June 2014
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital April 2015 - Present
Charles Schwab June 2014 - March 2015
Scottrade May 2013 - June 2014
Wells Fargo November 2012 - May 2013
Governor John Hickenlooper-Citizen's Advocate Office May 2012 - November 2012
Lutheran Family Services Rocky Mountains July 2012 - September 2012
William A. Wise Law Library August 2010 - May 2012
Art for Social Change July 2010 - February 2012
US Export Assistance Center September 2011 - December 2011
Skills
Chinese, Korean, Microsoft Office, Public Speaking, Social Media, Research, Event Planning, Customer Service, Public Relations, Microsoft Word, Editing, International Relations, English, Community Outreach
Education
University of Colorado at Boulder 2008 — 2012
BA, International Affairs
Personal Capital April 2015 - Present
Charles Schwab June 2014 - March 2015
Scottrade May 2013 - June 2014
Wells Fargo November 2012 - May 2013
Governor John Hickenlooper-Citizen's Advocate Office May 2012 - November 2012
Lutheran Family Services Rocky Mountains July 2012 - September 2012
William A. Wise Law Library August 2010 - May 2012
Art for Social Change July 2010 - February 2012
US Export Assistance Center September 2011 - December 2011
Skills
Chinese, Korean, Microsoft Office, Public Speaking, Social Media, Research, Event Planning, Customer Service, Public Relations, Microsoft Word, Editing, International Relations, English, Community Outreach
Education
University of Colorado at Boulder 2008 — 2012
BA, International Affairs
Benjamin Melhorn Benjamin Melhorn's Scottrade Experience October 2008 - July 2010
Job AML Compliance Analyst at Promontory Financial Group, LLC
Industry Law Practice
Experience
Promontory Financial Group, LLC May 2015 - Present
CorePower Yoga August 2014 - January 2015
MVG Development May 2012 - August 2012
Colorado Department of Revenue May 2012 - August 2012
Woodrow & Sobel, P.C. January 2011 - August 2011
Scottrade October 2008 - July 2010
Skills
Valuation, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Legal Writing, Customer Service, Finance
Education
University of Denver - Sturm College of Law 2011 — 2014
Juris Doctorate, Law
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Business Administration, emphasis in Finance
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts, Economics
Promontory Financial Group, LLC May 2015 - Present
CorePower Yoga August 2014 - January 2015
MVG Development May 2012 - August 2012
Colorado Department of Revenue May 2012 - August 2012
Woodrow & Sobel, P.C. January 2011 - August 2011
Scottrade October 2008 - July 2010
Skills
Valuation, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Legal Writing, Customer Service, Finance
Education
University of Denver - Sturm College of Law 2011 — 2014
Juris Doctorate, Law
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Business Administration, emphasis in Finance
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts, Economics
Steve Kuehler Steve Kuehler's Scottrade Experience May 2014 - Present
Job Project Manager at Scottrade
Industry Information Technology and Services
Experience
Scottrade May 2014 - Present
Scottrade September 2013 - April 2014
Thomas Industrial Coatings July 2011 - August 2013
AT&T July 2009 - July 2011
United States Marine Corps June 1997 - June 2009
Skills
Telecommunications, Training, Leadership, Project Planning, Customer Service, Sales Operations, Coaching, Management, Sales, Strategic Planning, Selling, Process Scheduler, Direct Sales, Telecom Switching, Networking, Human Resources, Team Building, Solution Selling, Microsoft Office, Learning Management, Presentation Development, Staff Development, Oral & Written..., Budgets, Call Centers, Unified Communications, Managed Services, Trained in 'The Science..., Trained in 'Tools for..., Curriculum Development, Consultative Sales..., SSPC C-3 Supervisor for..., Safety Trained..., NACE Certified Coatings..., Six Sigma
Education
University of Maryland University College
Scottrade May 2014 - Present
Scottrade September 2013 - April 2014
Thomas Industrial Coatings July 2011 - August 2013
AT&T July 2009 - July 2011
United States Marine Corps June 1997 - June 2009
Skills
Telecommunications, Training, Leadership, Project Planning, Customer Service, Sales Operations, Coaching, Management, Sales, Strategic Planning, Selling, Process Scheduler, Direct Sales, Telecom Switching, Networking, Human Resources, Team Building, Solution Selling, Microsoft Office, Learning Management, Presentation Development, Staff Development, Oral & Written..., Budgets, Call Centers, Unified Communications, Managed Services, Trained in 'The Science..., Trained in 'Tools for..., Curriculum Development, Consultative Sales..., SSPC C-3 Supervisor for..., Safety Trained..., NACE Certified Coatings..., Six Sigma
Education
University of Maryland University College
Chris Branick's Scottrade Experience January 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade January 2015 - Present
Chaminade Julienne High School 2011 - January 2015
Branick Properties 2011 - January 2015
Merrill Lynch 2013 - 2013
Build. Real Estate Investor Services 2010 - 2011
Skills
Series 7, Series 66, Investments, Mutual Funds, Asset Management, Retirement Planning, Solution Selling, Relationship Management, Business Relationship..., Real Estate, Investment Properties, Salesforce.com, Property Management, Building Relationships, Customer Service, Public Speaking, Leadership, Sales
Education
University of Dayton
Bachelor of Science (BS), Finance, General
Chaminade Julienne H.S.
Scottrade January 2015 - Present
Chaminade Julienne High School 2011 - January 2015
Branick Properties 2011 - January 2015
Merrill Lynch 2013 - 2013
Build. Real Estate Investor Services 2010 - 2011
Skills
Series 7, Series 66, Investments, Mutual Funds, Asset Management, Retirement Planning, Solution Selling, Relationship Management, Business Relationship..., Real Estate, Investment Properties, Salesforce.com, Property Management, Building Relationships, Customer Service, Public Speaking, Leadership, Sales
Education
University of Dayton
Bachelor of Science (BS), Finance, General
Chaminade Julienne H.S.
Scott Burt's Scottrade Experience September 2010 - May 2014
Job Instructional Systems Designer at McKinley Group
Industry E-Learning
Experience
McKinley Group May 2014 - Present
Scottrade September 2010 - May 2014
Wachovia Bank, N.A. 2005 - 2010
Delta Financial Advisors, Inc. 2003 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Instructional Design, Instructor-led Training, Coaching, Training, Employee Training, Management, Analysis, Sales, Business Development, Human Resources, Leadership, New Business Development, Interviews, E-Learning, Time Management, Selling, Needs Analysis
Education
University of Maryland Baltimore County 2011 — 2013
Master of Arts (M.A.), Instructional Systems Development, 4.0 GPA
University of Iowa - Henry B. Tippie College of Business 1987 — 1989
BBA, Finance
McKinley Group May 2014 - Present
Scottrade September 2010 - May 2014
Wachovia Bank, N.A. 2005 - 2010
Delta Financial Advisors, Inc. 2003 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Instructional Design, Instructor-led Training, Coaching, Training, Employee Training, Management, Analysis, Sales, Business Development, Human Resources, Leadership, New Business Development, Interviews, E-Learning, Time Management, Selling, Needs Analysis
Education
University of Maryland Baltimore County 2011 — 2013
Master of Arts (M.A.), Instructional Systems Development, 4.0 GPA
University of Iowa - Henry B. Tippie College of Business 1987 — 1989
BBA, Finance
Chris Carucci Chris Carucci's Scottrade Experience November 2012 - June 2014
Job Financial Advisor Personal Capital
Industry Financial Services
Experience
Personal Capital June 2014 - Present
Scottrade November 2012 - June 2014
Scottrade September 2009 - October 2012
Scottrade August 2006 - May 2009
Scottrade May 2006 - August 2006
First Market Bank June 2005 - May 2006
MetLife July 2004 - December 2004
Skills
Investment Advisory, Investment Strategies, Series 7, Mutual Funds, Options, Series 63, Fixed Income, Finance, Trading, Series 24, Investments, Financial Services, Financial Analysis, Bonds, Equities, Retirement Planning, Risk Management, General Awesomeness, Securities, ETFs, Customer Relations, Investment Management, Portfolio Management, IRAs, Derivatives, 401k, Supervising, CMS, Excel, Customer Service, Valuation, Research, Problem Solving, Training, Employee Training, Supervisory Skills, Supervisory Experience, Sales, Workforce Management, Team Leadership, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
Bachelor of Science (BS), Finance
Personal Capital June 2014 - Present
Scottrade November 2012 - June 2014
Scottrade September 2009 - October 2012
Scottrade August 2006 - May 2009
Scottrade May 2006 - August 2006
First Market Bank June 2005 - May 2006
MetLife July 2004 - December 2004
Skills
Investment Advisory, Investment Strategies, Series 7, Mutual Funds, Options, Series 63, Fixed Income, Finance, Trading, Series 24, Investments, Financial Services, Financial Analysis, Bonds, Equities, Retirement Planning, Risk Management, General Awesomeness, Securities, ETFs, Customer Relations, Investment Management, Portfolio Management, IRAs, Derivatives, 401k, Supervising, CMS, Excel, Customer Service, Valuation, Research, Problem Solving, Training, Employee Training, Supervisory Skills, Supervisory Experience, Sales, Workforce Management, Team Leadership, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
Bachelor of Science (BS), Finance
Bridget Terry's Scottrade Experience December 2014 - Present
Job Digital Creative Designer at Scottrade
Industry Graphic Design
Experience
Scottrade December 2014 - Present
AmTrust Financial Services, Inc. (AFSI) August 2013 - December 2014
Electronic Merchant Systems August 2012 - August 2013
McGraw-Hill Higher Education May 2012 - August 2012
University of Dayton August 2011 - May 2012
Visual Marketing Associates February 2011 - July 2011
Skills
InDesign, Photoshop, Logo Design, Illustrator, Layout, Graphic Design, Illustration, Photography, Adobe Creative Suite, Visual Studio, Dreamweaver, HTML, CSS, InCopy, Publishing, Git, CMS, Typography, Source Safe, Corporate Branding, Digital Image Processing, K4, Web Design, Marketing, Social Media Marketing, App Design, Corporate Identity, Art Direction, Visual Communication, Digital Photography, WordPress, User Interface Design, Packaging, Digital Illustration, Brand Development, Website Development, Email Marketing, Production, Mobile Applications
Education
University of Dayton 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Visual Communication Design
Ursuline Academy 2004 — 2008
Scottrade December 2014 - Present
AmTrust Financial Services, Inc. (AFSI) August 2013 - December 2014
Electronic Merchant Systems August 2012 - August 2013
McGraw-Hill Higher Education May 2012 - August 2012
University of Dayton August 2011 - May 2012
Visual Marketing Associates February 2011 - July 2011
Skills
InDesign, Photoshop, Logo Design, Illustrator, Layout, Graphic Design, Illustration, Photography, Adobe Creative Suite, Visual Studio, Dreamweaver, HTML, CSS, InCopy, Publishing, Git, CMS, Typography, Source Safe, Corporate Branding, Digital Image Processing, K4, Web Design, Marketing, Social Media Marketing, App Design, Corporate Identity, Art Direction, Visual Communication, Digital Photography, WordPress, User Interface Design, Packaging, Digital Illustration, Brand Development, Website Development, Email Marketing, Production, Mobile Applications
Education
University of Dayton 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Visual Communication Design
Ursuline Academy 2004 — 2008
Scott Frantz's Scottrade Experience July 2004 - September 2005
Job Senior Financial Control Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners September 2010 - Present
Putnam Investments August 2008 - August 2010
Scottrade July 2004 - September 2005
Education
University of New Hampshire 2006 — 2008
Bachelor of Science, Finance
University of Maryland College Park 2005 — 2006
Finance
Guggenheim Partners September 2010 - Present
Putnam Investments August 2008 - August 2010
Scottrade July 2004 - September 2005
Education
University of New Hampshire 2006 — 2008
Bachelor of Science, Finance
University of Maryland College Park 2005 — 2006
Finance
Melissa Lombardi Melissa Lombardi's Scottrade Experience June 2009 - May 2010
Job Customer Service Representative at Pepperidge Farm
Industry Consumer Services
Experience
Pepperidge Farm January 2013 - Present
Bank of America March 2012 - March 2013
Isis Mobile Commerce 2011 - March 2012
Allegis Group Services 2011 - 2012
Osprey Communications Inc May 2010 - February 2011
Scottrade June 2009 - May 2010
Skills
Banking, Finance, Selling, Networking, Customer Service, Time Management, Troubleshooting
Education
University of Connecticut 2006 — 2010
B.A. in Science, Business and Technology
Pepperidge Farm January 2013 - Present
Bank of America March 2012 - March 2013
Isis Mobile Commerce 2011 - March 2012
Allegis Group Services 2011 - 2012
Osprey Communications Inc May 2010 - February 2011
Scottrade June 2009 - May 2010
Skills
Banking, Finance, Selling, Networking, Customer Service, Time Management, Troubleshooting
Education
University of Connecticut 2006 — 2010
B.A. in Science, Business and Technology
Amy Lambert Amy Lambert's Scottrade Experience March 2010 - June 2011
Job Consumer Product Strategy Analyst III at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Bank of America June 2011 - October 2013
Scottrade March 2010 - June 2011
Cardno ENTRIX November 2007 - January 2010
University of Delaware September 2005 - August 2007
Skills
Data Analysis, SAS, Access, Analytics, Economics, Analysis, Strategy, Quantitative Analytics, Microsoft Excel, Statistics, Financial Modeling, Financial Analysis, Statistical Modeling, Forecasting, Microsoft Office, Microsoft Word, Credit Cards
Education
Wilmington University 2010 — 2011
MBA, Marketing Management
University of Delaware 2005 — 2008
MS, Agricultural and Resource Economics
University of Delaware 2001 — 2005
BS, Concentration: Applied Animal Science/ Minor: Food and Agribusiness Management
Bank of America October 2013 - Present
Bank of America June 2011 - October 2013
Scottrade March 2010 - June 2011
Cardno ENTRIX November 2007 - January 2010
University of Delaware September 2005 - August 2007
Skills
Data Analysis, SAS, Access, Analytics, Economics, Analysis, Strategy, Quantitative Analytics, Microsoft Excel, Statistics, Financial Modeling, Financial Analysis, Statistical Modeling, Forecasting, Microsoft Office, Microsoft Word, Credit Cards
Education
Wilmington University 2010 — 2011
MBA, Marketing Management
University of Delaware 2005 — 2008
MS, Agricultural and Resource Economics
University of Delaware 2001 — 2005
BS, Concentration: Applied Animal Science/ Minor: Food and Agribusiness Management
Dennis Piccone's Scottrade Experience August 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
UBS Wealth Management December 2013 - August 2014
Northwestern Mutual June 2012 - September 2013
The V.I.N.E. Group June 2009 - August 2012
At Home Medical Supplies August 2011 - February 2012
Margate Diagnostic Center February 2009 - March 2010
Comcast-Spectacor June 2008 - September 2008
Skills
Customer Service, Social Media Marketing, Social Networking, Marketing, Series 7, Investments, Financial Analysis, Sales, Microsoft Excel, Insurance, Finance, Event Planning, Series 63, Microsoft Word, Strategic Planning, Marketing Strategy, Event Management, Social Media, Microsoft Office, Leadership
Education
University of Miami 2004 — 2008
Bachelor of Science, Sport/Business Administration, 3.2
St. Augustine Prep 2000 — 2004
Scottrade August 2014 - Present
UBS Wealth Management December 2013 - August 2014
Northwestern Mutual June 2012 - September 2013
The V.I.N.E. Group June 2009 - August 2012
At Home Medical Supplies August 2011 - February 2012
Margate Diagnostic Center February 2009 - March 2010
Comcast-Spectacor June 2008 - September 2008
Skills
Customer Service, Social Media Marketing, Social Networking, Marketing, Series 7, Investments, Financial Analysis, Sales, Microsoft Excel, Insurance, Finance, Event Planning, Series 63, Microsoft Word, Strategic Planning, Marketing Strategy, Event Management, Social Media, Microsoft Office, Leadership
Education
University of Miami 2004 — 2008
Bachelor of Science, Sport/Business Administration, 3.2
St. Augustine Prep 2000 — 2004
Kristopher Zinchiak Kristopher Zinchiak's Scottrade Experience June 2005 - August 2005
Job General Counsel and Head of Operations
Industry Law Practice
Experience
Women's Choice Award March 2013 - Present
Glasser, Kleppin & Zinchiak July 2012 - February 2013
Glasser, Boreth & Kleppin December 2009 - July 2012
BARBRI January 2007 - July 2009
Office of Financial Regulation January 2009 - April 2009
Herron Jacobs Ortiz, P.A. April 2008 - August 2008
Rodney & Bernstein, P.A. June 2007 - August 2007
Panza, Maurer & Maynard, P.A. December 2004 - October 2005
Scottrade June 2005 - August 2005
Education
University of Miami School of Law 2006 — 2009
J.D., Law
University of Miami 2002 — 2006
B.B.A., Business Law
Women's Choice Award March 2013 - Present
Glasser, Kleppin & Zinchiak July 2012 - February 2013
Glasser, Boreth & Kleppin December 2009 - July 2012
BARBRI January 2007 - July 2009
Office of Financial Regulation January 2009 - April 2009
Herron Jacobs Ortiz, P.A. April 2008 - August 2008
Rodney & Bernstein, P.A. June 2007 - August 2007
Panza, Maurer & Maynard, P.A. December 2004 - October 2005
Scottrade June 2005 - August 2005
Education
University of Miami School of Law 2006 — 2009
J.D., Law
University of Miami 2002 — 2006
B.B.A., Business Law
Kris Janossy Kris Janossy's Scottrade Experience October 2010 - October 2011
Job Onshore Gulf Coast Capital Cost Accountant at Newfield Exploration
Industry Oil & Energy
Experience
Newfield Exploration May 2012 - Present
ENSYTE Energy Software International September 2011 - December 2011
Scottrade October 2010 - October 2011
Skills
Microsoft Office, Microsoft Dynamics, Peachtree, Visio, Financial Reporting, Account Reconciliation, Financial Accounting, Oracle, College Recruiting, Microsoft Word
Education
University of Houston 2006 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance with Global Energy Management Track
Newfield Exploration May 2012 - Present
ENSYTE Energy Software International September 2011 - December 2011
Scottrade October 2010 - October 2011
Skills
Microsoft Office, Microsoft Dynamics, Peachtree, Visio, Financial Reporting, Account Reconciliation, Financial Accounting, Oracle, College Recruiting, Microsoft Word
Education
University of Houston 2006 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance with Global Energy Management Track
Dana Swing's Scottrade Experience September 2008 - June 2009
Job Relationship Manager at KeyBank Middle Market division
Industry Banking
Experience
KeyBank August 2014 - Present
Mutual of Omaha Bank February 2012 - July 2014
Network Global Logistics November 2010 - February 2011
U.S. Department of State May 2010 - August 2010
Scottrade September 2008 - June 2009
Lakota Guides May 2006 - August 2008
Skills
Spanish, written and..., great people skills, rock climbing, Investment Properties, Financial Analysis, Economics, Financial Modeling, Credit, Microsoft Excel, Finance, Investments, Portfolio Management, Bloomberg, Valuation, Underwriting, Loans, Credit Analysis, Banking, Commercial Lending, Commercial Banking
Education
University of Colorado at Denver 2009 — 2011
Double Masters, MA Economics/MS Finance
University of Colorado at Denver 2007 — 2011
BA, Economics
KeyBank August 2014 - Present
Mutual of Omaha Bank February 2012 - July 2014
Network Global Logistics November 2010 - February 2011
U.S. Department of State May 2010 - August 2010
Scottrade September 2008 - June 2009
Lakota Guides May 2006 - August 2008
Skills
Spanish, written and..., great people skills, rock climbing, Investment Properties, Financial Analysis, Economics, Financial Modeling, Credit, Microsoft Excel, Finance, Investments, Portfolio Management, Bloomberg, Valuation, Underwriting, Loans, Credit Analysis, Banking, Commercial Lending, Commercial Banking
Education
University of Colorado at Denver 2009 — 2011
Double Masters, MA Economics/MS Finance
University of Colorado at Denver 2007 — 2011
BA, Economics
Leslie Ackerman's Scottrade Experience December 2014 - Present
Job Talent Strategy at Scottrade
Industry Human Resources
Experience
Scottrade December 2014 - Present
Skills
Staff Development, Recruiting, Educational Leadership, Public Speaking, Curriculum Development, Leadership Development, Teaching, Strategic Planning, Curriculum Design, Community Outreach, Program Development, Educational Technology, Instructional Design, Teacher Training, Research, Classroom, Tutoring, Classroom Management, Grant Writing, Lesson Planning, Adult Education, Strategic Sourcing, Relationship Building, Relationship Management, High-volume Recruiting, Event Planning, Event Management, Training & Development, Program Facilitation, Presentations, Diversity & Inclusion, Diversity Recruitment, Career Counseling, Recruitment Marketing, Employer Branding
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA)
Scottrade December 2014 - Present
Skills
Staff Development, Recruiting, Educational Leadership, Public Speaking, Curriculum Development, Leadership Development, Teaching, Strategic Planning, Curriculum Design, Community Outreach, Program Development, Educational Technology, Instructional Design, Teacher Training, Research, Classroom, Tutoring, Classroom Management, Grant Writing, Lesson Planning, Adult Education, Strategic Sourcing, Relationship Building, Relationship Management, High-volume Recruiting, Event Planning, Event Management, Training & Development, Program Facilitation, Presentations, Diversity & Inclusion, Diversity Recruitment, Career Counseling, Recruitment Marketing, Employer Branding
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA)
Dustin Wells Dustin Wells's Scottrade Experience April 2007 - January 2013
Job Crude Operations Accountant / Operations at Rio Energy International
Industry Oil & Energy
Experience
Rio Energy International May 2015 - Present
Musket Corp. February 2014 - May 2015
Lansing Trade Group, LLC January 2013 - November 2013
Scottrade April 2007 - January 2013
Skills
Equities, Investments, Options, Finance, Trading, Equity Trading, FINRA, Leadership, Management, Portfolio Management, Hedging, Commodity, Commodity Markets, Solarc Right Angle
Education
University of Houston 2005 — 2007
Bachelor of Business Administration, Finance
Rio Energy International May 2015 - Present
Musket Corp. February 2014 - May 2015
Lansing Trade Group, LLC January 2013 - November 2013
Scottrade April 2007 - January 2013
Skills
Equities, Investments, Options, Finance, Trading, Equity Trading, FINRA, Leadership, Management, Portfolio Management, Hedging, Commodity, Commodity Markets, Solarc Right Angle
Education
University of Houston 2005 — 2007
Bachelor of Business Administration, Finance
Stacey Berlinger Stacey Berlinger's Scottrade Experience August 2010 - December 2010
Job Public Finance Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Piper Jaffray June 2013 - Present
ALPS, A DST Company December 2012 - June 2013
ALPS, A DST Company December 2011 - December 2012
Boulder Tickets May 2011 - December 2011
Scottrade August 2010 - December 2010
Skills
Finance, Financial Services, Microsoft Office, Access, TA 2000, Customer Service, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Bloomberg, Series 7, Series 63, Series 52
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Colorado at Boulder 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Piper Jaffray May 2015 - Present
Piper Jaffray June 2013 - Present
ALPS, A DST Company December 2012 - June 2013
ALPS, A DST Company December 2011 - December 2012
Boulder Tickets May 2011 - December 2011
Scottrade August 2010 - December 2010
Skills
Finance, Financial Services, Microsoft Office, Access, TA 2000, Customer Service, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Bloomberg, Series 7, Series 63, Series 52
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Colorado at Boulder 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Samantha Sundberg Samantha Sundberg's Scottrade Experience June 2010 - May 2015
Job Investment Associate at Moss Adams Wealth Advisors LLC
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC May 2015 - Present
Scottrade June 2010 - May 2015
Scottrade February 2009 - June 2010
Skills
Customer Service, Series 7, Series 63, Brokerage, Securities, Microsoft Office, SharePoint, Outlook, CRM, Financial Services, Investments, Asset Allocation
Education
University of Michigan 2006 — 2010
Bachelors, Economics, German
Moss Adams Wealth Advisors LLC May 2015 - Present
Scottrade June 2010 - May 2015
Scottrade February 2009 - June 2010
Skills
Customer Service, Series 7, Series 63, Brokerage, Securities, Microsoft Office, SharePoint, Outlook, CRM, Financial Services, Investments, Asset Allocation
Education
University of Michigan 2006 — 2010
Bachelors, Economics, German
Daniel DeMaio Daniel DeMaio's Scottrade Experience May 2008 - January 2009
Job Investment Management
Industry Investment Management
Experience
Standard Technology Inc. October 2010 - Present
Bloomberg September 2009 - June 2010
Robert H. Smith School of Business September 2008 - July 2009
Scottrade May 2008 - January 2009
Divine Capital Markets January 2008 - January 2008
Skills
Bloomberg, Fixed Income, Quantitative Finance, Equities, Finance, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
University of Maryland College Park
Standard Technology Inc. October 2010 - Present
Bloomberg September 2009 - June 2010
Robert H. Smith School of Business September 2008 - July 2009
Scottrade May 2008 - January 2009
Divine Capital Markets January 2008 - January 2008
Skills
Bloomberg, Fixed Income, Quantitative Finance, Equities, Finance, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
University of Maryland College Park
Andrew Augustine Andrew Augustine's Scottrade Experience April 2014 - August 2014
Job Financial Consultant
Industry Financial Services
Experience
Flagstar Bank March 2015 - Present
Charter One Bank August 2014 - February 2015
Scottrade April 2014 - August 2014
Comerica October 2007 - April 2014
A.G. Edwards & Sons, Inc. April 2007 - September 2007
Prudential Financial October 2002 - April 2005
Skills
Financial Services, Finance, Securities, Microsoft Excel, Sales, Cross-functional Team..., Microsoft Office, Team Leadership, Team Building, Sales Management, Public Speaking, Research, Microsoft Word, PowerPoint, Operations Management, Public Relations, Contract Negotiation, Investments, Project Management
Education
University of Michigan 1998 — 2002
B.A., History
Flagstar Bank March 2015 - Present
Charter One Bank August 2014 - February 2015
Scottrade April 2014 - August 2014
Comerica October 2007 - April 2014
A.G. Edwards & Sons, Inc. April 2007 - September 2007
Prudential Financial October 2002 - April 2005
Skills
Financial Services, Finance, Securities, Microsoft Excel, Sales, Cross-functional Team..., Microsoft Office, Team Leadership, Team Building, Sales Management, Public Speaking, Research, Microsoft Word, PowerPoint, Operations Management, Public Relations, Contract Negotiation, Investments, Project Management
Education
University of Michigan 1998 — 2002
B.A., History
Ricky Hu's Scottrade Experience August 2014 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Public Speaking, English, Research, Photoshop, Customer Service, Social Media
Education
University of Louisiana at Lafayette 2011 — 2016
Scottrade August 2014 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Public Speaking, English, Research, Photoshop, Customer Service, Social Media
Education
University of Louisiana at Lafayette 2011 — 2016
Shao Liu's Scottrade Experience 2008 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Scottrade 2008 - 2013
Bank of America 2005 - 2008
Yum's LLC 2004 - 2005
Skills
Financial Services, Customer Service, Business Development, Investments, Investment Advisory, Stock Trading, Mutual Funds, Options, Fixed Income, Retirement, Investment Education, Retail Banking, Sales, Portfolio Management, Accounts Payable, Accounts Receivable, Accounting
Education
University of Maryland College Park 2005 — 2008
Bachelor of Arts (B.A.), Economics
Merrill Lynch March 2014 - Present
Scottrade 2008 - 2013
Bank of America 2005 - 2008
Yum's LLC 2004 - 2005
Skills
Financial Services, Customer Service, Business Development, Investments, Investment Advisory, Stock Trading, Mutual Funds, Options, Fixed Income, Retirement, Investment Education, Retail Banking, Sales, Portfolio Management, Accounts Payable, Accounts Receivable, Accounting
Education
University of Maryland College Park 2005 — 2008
Bachelor of Arts (B.A.), Economics
Justin Yost Justin Yost's Scottrade Experience March 2005 - December 2005
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors June 2007 - Present
USAA December 2006 - June 2007
First Data January 2006 - December 2006
Scottrade March 2005 - December 2005
Lipper, A Thomson Reuters Company June 2004 - March 2005
Education
University of Denver
Finance
Dimensional Fund Advisors June 2007 - Present
USAA December 2006 - June 2007
First Data January 2006 - December 2006
Scottrade March 2005 - December 2005
Lipper, A Thomson Reuters Company June 2004 - March 2005
Education
University of Denver
Finance
Patrick Callahan Patrick Callahan's Scottrade Experience June 2011 - May 2012
Job Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2014 - Present
Perella Weinberg Partners October 2013 - December 2013
Mantucket Capital February 2013 - June 2013
IPS Strategic Capital September 2012 - May 2013
IPS Strategic Capital June 2012 - August 2012
Scottrade June 2011 - May 2012
University of Denver Rugby Football Club September 2009 - May 2012
Callahan Farms January 2000 - January 2010
Skills
Exchange Traded..., Index Options, Interest Rate..., Financial Modeling, Structured Products, Futures Trading, Marketing Strategy, Derivatives, Due Diligence, Analysis, Marketing, Bloomberg, Investment Banking, Investments, Finance, Portfolio Management, Investment Strategies, Valuation, Bloomberg Terminal, Hedge Funds, Equities, Capital IQ, DCF, Equity Research, Equity Valuation
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance, DCB GPA 3.81
University of Denver - Daniels College of Business 2009 — 2012
Bachelor of Science in Business Administration (BSBA), Finance, Economics, DCB GPA 3.85
Perella Weinberg Partners January 2014 - Present
Perella Weinberg Partners October 2013 - December 2013
Mantucket Capital February 2013 - June 2013
IPS Strategic Capital September 2012 - May 2013
IPS Strategic Capital June 2012 - August 2012
Scottrade June 2011 - May 2012
University of Denver Rugby Football Club September 2009 - May 2012
Callahan Farms January 2000 - January 2010
Skills
Exchange Traded..., Index Options, Interest Rate..., Financial Modeling, Structured Products, Futures Trading, Marketing Strategy, Derivatives, Due Diligence, Analysis, Marketing, Bloomberg, Investment Banking, Investments, Finance, Portfolio Management, Investment Strategies, Valuation, Bloomberg Terminal, Hedge Funds, Equities, Capital IQ, DCF, Equity Research, Equity Valuation
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance, DCB GPA 3.81
University of Denver - Daniels College of Business 2009 — 2012
Bachelor of Science in Business Administration (BSBA), Finance, Economics, DCB GPA 3.85
Meera S Meera S's Scottrade Experience April 2012 - November 2012
Job Senior Project Lead at WashU
Industry Information Technology and Services
Experience
Washington University in St. Louis November 2012 - Present
Scottrade April 2012 - November 2012
Motivation Technologies August 2011 - April 2012
Aclara January 2011 - August 2011
Fiserv August 2010 - January 2011
BusyEvent August 2008 - August 2010
Cybage July 2004 - June 2006
Skills
C#, Microsoft SQL Server, XML, SDLC, ASP.NET, .NET, jQuery, ASP.NET MVC, HTML 5, Entity Framework, SharePoint, Unit Testing, SSRS, VB.NET, WCF, JavaScript, Agile Methodologies, T-SQL, SSIS, SQL, PL/SQL
Education
University of Houston-Clear Lake 2006 — 2008
Master's degree, Computer Information Systems
RMCET
Bachelor of Engineering (B.E.), Computer Science
Washington University in St. Louis November 2012 - Present
Scottrade April 2012 - November 2012
Motivation Technologies August 2011 - April 2012
Aclara January 2011 - August 2011
Fiserv August 2010 - January 2011
BusyEvent August 2008 - August 2010
Cybage July 2004 - June 2006
Skills
C#, Microsoft SQL Server, XML, SDLC, ASP.NET, .NET, jQuery, ASP.NET MVC, HTML 5, Entity Framework, SharePoint, Unit Testing, SSRS, VB.NET, WCF, JavaScript, Agile Methodologies, T-SQL, SSIS, SQL, PL/SQL
Education
University of Houston-Clear Lake 2006 — 2008
Master's degree, Computer Information Systems
RMCET
Bachelor of Engineering (B.E.), Computer Science
Tony Sarracino Tony Sarracino's Scottrade Experience August 2001 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2001 - Present
Scottrade January 2000 - August 2001
Skills
Series 7, Series 63, Series 24, FINRA, Securities, Mutual Funds, Investments, Equities
Education
University of Hartford 1996 — 2000
Bachelor's degree, Economics/Finance
Scottrade August 2001 - Present
Scottrade January 2000 - August 2001
Skills
Series 7, Series 63, Series 24, FINRA, Securities, Mutual Funds, Investments, Equities
Education
University of Hartford 1996 — 2000
Bachelor's degree, Economics/Finance
Aurovon Mahapatra's Scottrade Experience March 2011 - December 2012
Job Accountant at HRSS CPAs & Advisors
Industry Accounting
Experience
HRSS CPAs & Advisors April 2015 - Present
HOTEL SOLUTIONS, INC. August 2014 - December 2014
WinPark March 2014 - June 2014
Invesco US December 2012 - March 2014
Braun Property Management March 2008 - March 2014
Scottrade March 2011 - December 2012
Skills
Accounting, Valuation, Financial Analysis, Accounts Payable, Banking, Management, Finance, Microsoft Office, Account Reconciliation, Accounts Receivable, Microsoft Excel, QuickBooks, Financial Reporting, Payroll, Tax, Budgets, Strategic Financial..., Auditing, Bloomberg Terminal, Reuters, Bloomberg Software, Bloomberg, Real Estate, Commercial Real Estate, Commercial Leasing, Real Estate Transactions, Unix
Education
University of Houston-Downtown
BBA, Accounting
HRSS CPAs & Advisors April 2015 - Present
HOTEL SOLUTIONS, INC. August 2014 - December 2014
WinPark March 2014 - June 2014
Invesco US December 2012 - March 2014
Braun Property Management March 2008 - March 2014
Scottrade March 2011 - December 2012
Skills
Accounting, Valuation, Financial Analysis, Accounts Payable, Banking, Management, Finance, Microsoft Office, Account Reconciliation, Accounts Receivable, Microsoft Excel, QuickBooks, Financial Reporting, Payroll, Tax, Budgets, Strategic Financial..., Auditing, Bloomberg Terminal, Reuters, Bloomberg Software, Bloomberg, Real Estate, Commercial Real Estate, Commercial Leasing, Real Estate Transactions, Unix
Education
University of Houston-Downtown
BBA, Accounting
Rick Beethe Rick Beethe's Scottrade Experience March 2010 - Present
Job Application Development Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade March 2010 - Present
Computer Research, Inc March 1990 - April 2010
ADP/SIS August 1989 - March 1990
Securities Industry Software 1989 - 1990
Computer Research, Inc October 1983 - August 1989
Eagle Systems Corporation October 1980 - October 1983
Corporate Stock Transfer January 1980 - January 1981
Jeremiah Corporation August 1979 - October 1980
Boettcher & Company 1977 - 1979
Celebrity Sports Center 1972 - 1974
Skills
COBOL, SQL, SDA, DB2, IBM iSeries, Rational Developer for..., HTML, XML, IBM AS/400
Education
University of Phoenix 2007 — 2009
BSIT, Information Technology
University of Colorado Boulder 1974 — 1976
Scottrade March 2010 - Present
Computer Research, Inc March 1990 - April 2010
ADP/SIS August 1989 - March 1990
Securities Industry Software 1989 - 1990
Computer Research, Inc October 1983 - August 1989
Eagle Systems Corporation October 1980 - October 1983
Corporate Stock Transfer January 1980 - January 1981
Jeremiah Corporation August 1979 - October 1980
Boettcher & Company 1977 - 1979
Celebrity Sports Center 1972 - 1974
Skills
COBOL, SQL, SDA, DB2, IBM iSeries, Rational Developer for..., HTML, XML, IBM AS/400
Education
University of Phoenix 2007 — 2009
BSIT, Information Technology
University of Colorado Boulder 1974 — 1976
Anthony Link Anthony Link's Scottrade Experience July 2014 - Present
Job VP Operations, Program Mgmt. & Regulation at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
QuantRiver Financial, LLC December 2010 - July 2014
Consultant June 2009 - November 2010
The Capital Group June 2008 - May 2009
optionMONSTER June 2007 - May 2008
ex24, Inc. February 2002 - June 2007
TD Waterhouse Investor Services October 1990 - November 2000
Skills
Equities, Fixed Income, Options, Series 24, Securities, Trading, Risk Management, Electronic Trading, Investments, Portfolio Management, Wealth Management, FINRA, Financial Risk, Hedge Funds, Derivatives, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Series 63
Education
University of Iowa
Scottrade July 2014 - Present
QuantRiver Financial, LLC December 2010 - July 2014
Consultant June 2009 - November 2010
The Capital Group June 2008 - May 2009
optionMONSTER June 2007 - May 2008
ex24, Inc. February 2002 - June 2007
TD Waterhouse Investor Services October 1990 - November 2000
Skills
Equities, Fixed Income, Options, Series 24, Securities, Trading, Risk Management, Electronic Trading, Investments, Portfolio Management, Wealth Management, FINRA, Financial Risk, Hedge Funds, Derivatives, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Series 63
Education
University of Iowa
Jill Serbousek's Scottrade Experience May 2015 - Present
Job Senior EA Systems Analyst at Scottrade
Industry Airlines/Aviation
Experience
Scottrade May 2015 - Present
Jet Aviation August 2012 - April 2015
Jet Aviation January 2009 - August 2012
EDS May 1997 - December 2008
Electronic Data Systems 1997 - December 2008
Skills
Software Development..., Microsoft Office..., .NET, Project Management, Team Leadership, C#, Pivotal CRM, Microsoft SQL Server, Oracle SQL, SSRS, Crystal Reports, Requirement..., Communication, Teamwork, IIS, HTML, ASP.NET, Analysis, CRM, Process Improvement, Change Management, SDLC, Integration, Business Analysis, Software Development, Visio, SharePoint, Requirements Analysis, SQL
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.8
Scottrade May 2015 - Present
Jet Aviation August 2012 - April 2015
Jet Aviation January 2009 - August 2012
EDS May 1997 - December 2008
Electronic Data Systems 1997 - December 2008
Skills
Software Development..., Microsoft Office..., .NET, Project Management, Team Leadership, C#, Pivotal CRM, Microsoft SQL Server, Oracle SQL, SSRS, Crystal Reports, Requirement..., Communication, Teamwork, IIS, HTML, ASP.NET, Analysis, CRM, Process Improvement, Change Management, SDLC, Integration, Business Analysis, Software Development, Visio, SharePoint, Requirements Analysis, SQL
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.8
Ben Feller's Scottrade Experience June 2015 - July 2015
Job Student at The University of Miami
Industry
Experience
Scottrade June 2015 - July 2015
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Leadership, Research, PowerPoint, Customer Service, Social Media, Management, Event Planning
Education
University of Miami - School of Business 2014 — 2018
BSBA, Economics
John Burroughs School 2008 — 2014
High School
Scottrade June 2015 - July 2015
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Leadership, Research, PowerPoint, Customer Service, Social Media, Management, Event Planning
Education
University of Miami - School of Business 2014 — 2018
BSBA, Economics
John Burroughs School 2008 — 2014
High School
Dani Alswang Dani Alswang's Scottrade Experience June 2011 - May 2012
Job Senior Consultant at Agility Solutions
Industry Telecommunications
Experience
Agility Solutions, LLC August 2014 - Present
Agility Solutions LLC July 2012 - August 2014
Scottrade June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Telecommunications, Colocation, Cost Assurance
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2012
B.S. Degree, Business Administration; Finance
University of Sydney 2010 — 2010
Business
Cherry Creek High School 2004 — 2008
Agility Solutions, LLC August 2014 - Present
Agility Solutions LLC July 2012 - August 2014
Scottrade June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Telecommunications, Colocation, Cost Assurance
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2012
B.S. Degree, Business Administration; Finance
University of Sydney 2010 — 2010
Business
Cherry Creek High School 2004 — 2008
Jonathan DiFrisco's Scottrade Experience February 2011 - June 2012
Job Data Analyst at Telescope
Industry Research
Experience
Telescope March 2013 - Present
Scottrade February 2011 - June 2012
Skills
Analysis, Program Management, Data Analysis, Cross-functional Team..., Business Analysis, Microsoft Office, Access, Unix, SQL, SAS, Risk Assessment, VBA, Data Mining
Education
University of Miami 2008 — 2012
BA, Mathematics & Economics
Telescope March 2013 - Present
Scottrade February 2011 - June 2012
Skills
Analysis, Program Management, Data Analysis, Cross-functional Team..., Business Analysis, Microsoft Office, Access, Unix, SQL, SAS, Risk Assessment, VBA, Data Mining
Education
University of Miami 2008 — 2012
BA, Mathematics & Economics
Ed Mileto's Scottrade Experience May 2008 - August 2008
Job Vice President at PALAZZO Investment Bankers
Industry Banking
Experience
PALAZZO Investment Bankers May 2015 - Present
PALAZZO Investment Bankers June 2014 - Present
PALAZZO Investment Bankers January 2013 - June 2014
PALAZZO Investment Bankers June 2009 - January 2013
Scottrade May 2008 - August 2008
Scottrade November 2007 - May 2008
Skills
Financial Analysis, Financial Modeling, PowerPoint, Quickbooks, Valuation, Financial Accounting, Executive Compensation, Venture Capital, Mergers, Acquisitions, Mergers & Acquisitions, Finance, Executive Pay, Investment Banking, Financial Services, Accounting
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Finance, Isenberg School of Management
PALAZZO Investment Bankers May 2015 - Present
PALAZZO Investment Bankers June 2014 - Present
PALAZZO Investment Bankers January 2013 - June 2014
PALAZZO Investment Bankers June 2009 - January 2013
Scottrade May 2008 - August 2008
Scottrade November 2007 - May 2008
Skills
Financial Analysis, Financial Modeling, PowerPoint, Quickbooks, Valuation, Financial Accounting, Executive Compensation, Venture Capital, Mergers, Acquisitions, Mergers & Acquisitions, Finance, Executive Pay, Investment Banking, Financial Services, Accounting
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Finance, Isenberg School of Management
Horalia Worrell's Scottrade Experience June 2011 - December 2011
Job Staff Accountant at HII Technologies, Inc.
Industry Accounting
Experience
HII Technologies, Inc. January 2014 - Present
Genesis Community Management December 2011 - December 2013
Scottrade June 2011 - December 2011
Pappas Restaurants, Inc. April 2010 - October 2010
Phoenix Diagnostic Enterprises October 2006 - May 2010
Sam's Club December 2004 - March 2007
Walgreens January 2005 - May 2005
Skills
Account Management, Billing and Collection, Team Leadership, IFRS, GAAP, Accounts Payable, Payroll, Accounts Receivable, Health Insurance, Healthcare Information..., Monthly Accounts, Account Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Peachtree, QuickBooks, PowerPoint, Pinnacle, Compass, Access Database, Visio
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
BBA, Accounting, 3.2 GPA
HII Technologies, Inc. January 2014 - Present
Genesis Community Management December 2011 - December 2013
Scottrade June 2011 - December 2011
Pappas Restaurants, Inc. April 2010 - October 2010
Phoenix Diagnostic Enterprises October 2006 - May 2010
Sam's Club December 2004 - March 2007
Walgreens January 2005 - May 2005
Skills
Account Management, Billing and Collection, Team Leadership, IFRS, GAAP, Accounts Payable, Payroll, Accounts Receivable, Health Insurance, Healthcare Information..., Monthly Accounts, Account Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Peachtree, QuickBooks, PowerPoint, Pinnacle, Compass, Access Database, Visio
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
BBA, Accounting, 3.2 GPA
Kevin Ennis's Scottrade Experience May 2008 - Present
Job Database Development Manager at Scottrade
Industry Computer Software
Experience
Scottrade May 2008 - Present
Computer Research, Inc. May 2008 - January 2012
McKesson Provider Technologies December 2001 - November 2007
MatchLogic, Inc. May 1999 - August 2001
Oracle April 1996 - April 1999
System One May 1993 - March 1996
Cincinnati Bell Information Systems April 1991 - April 1993
Litton Industrial Automation June 1986 - March 1991
Skills
Business Analysis, Product Management, Agile Methodologies, SDLC, Databases, SQL, Management, Unix, ETL, Visio, CRM, Integration, Analysis, Leadership, Oracle, Testing, System Testing, Data Warehousing, Requirements Analysis, Software Development, SharePoint, Software Documentation
Education
Daniels College of Business, University of Denver 2001 — 2002
Master of Business Administration (M.B.A.), Business Administration
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Computer Science
Scottrade May 2008 - Present
Computer Research, Inc. May 2008 - January 2012
McKesson Provider Technologies December 2001 - November 2007
MatchLogic, Inc. May 1999 - August 2001
Oracle April 1996 - April 1999
System One May 1993 - March 1996
Cincinnati Bell Information Systems April 1991 - April 1993
Litton Industrial Automation June 1986 - March 1991
Skills
Business Analysis, Product Management, Agile Methodologies, SDLC, Databases, SQL, Management, Unix, ETL, Visio, CRM, Integration, Analysis, Leadership, Oracle, Testing, System Testing, Data Warehousing, Requirements Analysis, Software Development, SharePoint, Software Documentation
Education
Daniels College of Business, University of Denver 2001 — 2002
Master of Business Administration (M.B.A.), Business Administration
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Computer Science
Rob Robertson's Scottrade Experience November 2008 - Present
Job Branch Manager Scottrade
Industry Financial Services
Experience
Scottrade November 2008 - Present
CFA Society of Louisville September 2009 - Present
Scottrade 1998 - 2011
Scottrade 1998 - 2011
Scottrade June 1998 - October 2008
Skills
Investments, Mutual Funds, Securities, Series 7, Portfolio Management, Equities, Asset Management, Wealth Management, Series 63, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Options, Bonds, Financial Advisory, Alternative Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Credit, Valuation, Corporate Finance, Staff Development, Staff Management, Team Management, Sales Management, Short Sales, Margin, Retirement Planning, Retirement, Managerial Finance, FINRA, Series 24, Investment Management, Equity Research, Financial Planning
Education
Chartered Financial Analyst 2003 — 2006
CFA Charter, Finance
University of Louisville 1994 — 1999
Bachelor of Science (BS), Finance
Scottrade November 2008 - Present
CFA Society of Louisville September 2009 - Present
Scottrade 1998 - 2011
Scottrade 1998 - 2011
Scottrade June 1998 - October 2008
Skills
Investments, Mutual Funds, Securities, Series 7, Portfolio Management, Equities, Asset Management, Wealth Management, Series 63, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Options, Bonds, Financial Advisory, Alternative Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Credit, Valuation, Corporate Finance, Staff Development, Staff Management, Team Management, Sales Management, Short Sales, Margin, Retirement Planning, Retirement, Managerial Finance, FINRA, Series 24, Investment Management, Equity Research, Financial Planning
Education
Chartered Financial Analyst 2003 — 2006
CFA Charter, Finance
University of Louisville 1994 — 1999
Bachelor of Science (BS), Finance
Alexa Kelley's Scottrade Experience June 2007 - June 2008
Job Commercial Specialist, Investment Consultant
Industry Real Estate
Experience
Prudential Commercial Real Estate July 2009 - Present
Congressman Ben Chandler's Office February 2008 - June 2008
Scottrade June 2007 - June 2008
Skills
Investments, Analysis, Leases, Real Estate, Marketing
Education
University of Kentucky 2004 — 2008
B.B.S., Finance and Management
Prudential Commercial Real Estate July 2009 - Present
Congressman Ben Chandler's Office February 2008 - June 2008
Scottrade June 2007 - June 2008
Skills
Investments, Analysis, Leases, Real Estate, Marketing
Education
University of Kentucky 2004 — 2008
B.B.S., Finance and Management
Heather Hubert Heather Hubert's Scottrade Experience September 2012 - September 2014
Job Registered Client Associate
Industry Financial Services
Experience
Finance August 2015 - Present
Financial October 2014 - August 2015
Scottrade September 2012 - September 2014
Scottrade March 2008 - September 2012
JPMorgan Chase December 2004 - March 2008
JPMorgan Chase September 2003 - November 2004
Waldenbooks August 2003 - December 2003
ING January 2002 - April 2003
ING December 2000 - January 2002
Skills
Securities, Investments, Portfolio Management, Cash Management, Equities, Series 7, Series 63, FINRA, Mutual Funds, Finance, Trading, Banking, Series 9, Series 10, Customer Service, Loans, Microsoft Office, Management
Education
Wilmington University 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General, 3.61
University of Delaware 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Finance August 2015 - Present
Financial October 2014 - August 2015
Scottrade September 2012 - September 2014
Scottrade March 2008 - September 2012
JPMorgan Chase December 2004 - March 2008
JPMorgan Chase September 2003 - November 2004
Waldenbooks August 2003 - December 2003
ING January 2002 - April 2003
ING December 2000 - January 2002
Skills
Securities, Investments, Portfolio Management, Cash Management, Equities, Series 7, Series 63, FINRA, Mutual Funds, Finance, Trading, Banking, Series 9, Series 10, Customer Service, Loans, Microsoft Office, Management
Education
Wilmington University 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General, 3.61
University of Delaware 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Fabio Dicecca Fabio Dicecca's Scottrade Experience April 2015 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Scottrade July 2011 - April 2015
Scottrade March 2009 - July 2011
Skills
Economics, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Stata, Econometrics, Research, Microsoft Word, Eviews, Economic Research, Social Media, Social Networking, Analysis, Data Analysis, Portfolio Management, Asset Allocation, Risk Management, Trading, Series 63
Education
California State University 2009 — 2011
Master of Arts, Economics, 4.0
University of Michigan 2004 — 2008
Bachelor of Arts, Economics, 3.3
Scottrade April 2015 - Present
Scottrade July 2011 - April 2015
Scottrade March 2009 - July 2011
Skills
Economics, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Stata, Econometrics, Research, Microsoft Word, Eviews, Economic Research, Social Media, Social Networking, Analysis, Data Analysis, Portfolio Management, Asset Allocation, Risk Management, Trading, Series 63
Education
California State University 2009 — 2011
Master of Arts, Economics, 4.0
University of Michigan 2004 — 2008
Bachelor of Arts, Economics, 3.3
Charles Vigil Charles Vigil's Scottrade Experience June 2013 - November 2014
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital December 2014 - Present
Scottrade June 2013 - November 2014
Charles Schwab 2010 - 2013
Disney and ESPN Media Networks March 2009 - December 2010
Skills
Trading, Technical Analysis, Financial Services, Portfolio Management, Fundamental Analysis, Personal Finance, Technical Writing, Customer Service, Customer Engagement, Securities Regulation, PowerPoint, Microsoft Excel, Video Production, Video Editing, Videography, Troubleshooting, Communication, Empathy, Writing, Guitarist, Mandolin, ukulele, Photography
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Arts (B.A.), Psychology
Cherry Creek High School
Personal Capital December 2014 - Present
Scottrade June 2013 - November 2014
Charles Schwab 2010 - 2013
Disney and ESPN Media Networks March 2009 - December 2010
Skills
Trading, Technical Analysis, Financial Services, Portfolio Management, Fundamental Analysis, Personal Finance, Technical Writing, Customer Service, Customer Engagement, Securities Regulation, PowerPoint, Microsoft Excel, Video Production, Video Editing, Videography, Troubleshooting, Communication, Empathy, Writing, Guitarist, Mandolin, ukulele, Photography
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Arts (B.A.), Psychology
Cherry Creek High School
Daniel Schaffert Daniel Schaffert's Scottrade Experience December 2011 - January 2013
Job Internal Regional Business Consultant
Industry Financial Services
Experience
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Amita Shah Amita Shah's Scottrade Experience June 2009 - May 2010
Job Risk Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors May 2012 - February 2015
Wells Fargo Advisors May 2011 - May 2012
Wells Fargo Advisors June 2010 - August 2010
Scottrade June 2009 - May 2010
Education
University of Florida
BA, Economics
University of Tampa - John H. Sykes College of Business
MBA & MS, Finance
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors May 2012 - February 2015
Wells Fargo Advisors May 2011 - May 2012
Wells Fargo Advisors June 2010 - August 2010
Scottrade June 2009 - May 2010
Education
University of Florida
BA, Economics
University of Tampa - John H. Sykes College of Business
MBA & MS, Finance
Maaz Ansari Maaz Ansari's Scottrade Experience February 2015 - Present
Job Intern at LiebherrAerospace
Industry Accounting
Experience
Liebherr-Aerospace September 2015 - Present
Scottrade February 2015 - Present
University of Michigan-Dearborn September 2012 - Present
Yavuz Selim TOP June 2013 - July 2013
Federation of Balkan American Association May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Accounting, Microsoft Windows, Microsoft Outlook
Education
University of Michigan-Dearborn 2012 — 2016
Bachelor's degree, Accounting and Finance
University of Michigan-Dearborn
Accounting, Accounting
Liebherr-Aerospace September 2015 - Present
Scottrade February 2015 - Present
University of Michigan-Dearborn September 2012 - Present
Yavuz Selim TOP June 2013 - July 2013
Federation of Balkan American Association May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Accounting, Microsoft Windows, Microsoft Outlook
Education
University of Michigan-Dearborn 2012 — 2016
Bachelor's degree, Accounting and Finance
University of Michigan-Dearborn
Accounting, Accounting
Peter Busk Peter Busk's Scottrade Experience June 2012 - February 2014
Job Investment Analyst
Industry Financial Services
Experience
Great-West Financial November 2014 - Present
Clean Energy Collective February 2014 - October 2014
Scottrade June 2012 - February 2014
Cushman & Wakefield January 2012 - June 2012
Skills
Financial Modeling, Financial Analysis, Asset Allocation, Mutual Funds, Finance, Financial Services, Portfolio Management, Equities
Education
University of Colorado Denver
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Great-West Financial November 2014 - Present
Clean Energy Collective February 2014 - October 2014
Scottrade June 2012 - February 2014
Cushman & Wakefield January 2012 - June 2012
Skills
Financial Modeling, Financial Analysis, Asset Allocation, Mutual Funds, Finance, Financial Services, Portfolio Management, Equities
Education
University of Colorado Denver
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Timothy Buckley, MBA's Scottrade Experience April 2010 - April 2011
Job Team Manager Regulatory Control Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch May 2011 - November 2013
Scottrade April 2010 - April 2011
Skills
Microsoft Excel, Number Crunching, Strategic Planning, Fast Learner, Determination, Risk Management, Financial Analysis, Time Management, Data Analysis, Teamwork
Education
University of Florida 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science (B.S.), Accounting
Merrill Lynch November 2013 - Present
Merrill Lynch May 2011 - November 2013
Scottrade April 2010 - April 2011
Skills
Microsoft Excel, Number Crunching, Strategic Planning, Fast Learner, Determination, Risk Management, Financial Analysis, Time Management, Data Analysis, Teamwork
Education
University of Florida 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science (B.S.), Accounting
Dwayne Haynes Dwayne Haynes's Scottrade Experience January 2014 - June 2015
Job Senior Data Researcher (Structured Finance) at Standard and Poor's
Industry Financial Services
Experience
Standard & Poor's July 2015 - Present
Scottrade January 2014 - June 2015
University of Colorado Boulder January 2013 - May 2015
Elevations Credit Union May 2013 - December 2013
The Broadmoor May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Data Analysis
Education
University of Colorado at Boulder 2011 — 2015
Bachelor’s Degree, Economics, Business Minor
Standard & Poor's July 2015 - Present
Scottrade January 2014 - June 2015
University of Colorado Boulder January 2013 - May 2015
Elevations Credit Union May 2013 - December 2013
The Broadmoor May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Data Analysis
Education
University of Colorado at Boulder 2011 — 2015
Bachelor’s Degree, Economics, Business Minor
Adam Strong's Scottrade Experience April 2013 - September 2014
Job Internal Regional Business Consultant
Industry Financial Services
Experience
Curian Capital September 2014 - Present
Scottrade April 2013 - September 2014
Scottrade April 2010 - April 2013
Scottrade September 2008 - April 2010
Scottrade August 2007 - September 2008
Skills
Sales, Sales Process, Financial Services, Coaching, Series 65, Series 7, Series 24, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
B.B.A., Finance
Curian Capital September 2014 - Present
Scottrade April 2013 - September 2014
Scottrade April 2010 - April 2013
Scottrade September 2008 - April 2010
Scottrade August 2007 - September 2008
Skills
Sales, Sales Process, Financial Services, Coaching, Series 65, Series 7, Series 24, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
B.B.A., Finance
David M. Sparks, M.B.A.'s Scottrade Experience October 2012 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade October 2012 - Present
Skills
Time Management, Financial Analysis, Investments, Securities, Portfolio Management, Series 7, Asset Allocation, Asset Management, Financial Modeling, Mutual Funds, Series 63, Valuation
Education
University of Cincinnati College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Investment Management, 3.8 G.P.A
University of Cincinnati College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, 3.4 G.P.A.
Walnut Hills High School 2003 — 2007
High School, Advanced Placement Courses and College Preparation
Scottrade October 2012 - Present
Skills
Time Management, Financial Analysis, Investments, Securities, Portfolio Management, Series 7, Asset Allocation, Asset Management, Financial Modeling, Mutual Funds, Series 63, Valuation
Education
University of Cincinnati College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Investment Management, 3.8 G.P.A
University of Cincinnati College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, 3.4 G.P.A.
Walnut Hills High School 2003 — 2007
High School, Advanced Placement Courses and College Preparation
James Stechschulte, MBA James Stechschulte, MBA's Scottrade Experience July 2011 - January 2012
Job Research Analyst at THOR Investment Management
Industry Financial Services
Experience
THOR Investment Management November 2012 - Present
OakStreet Wealth Management December 2011 - June 2012
University of Dayton September 2007 - May 2012
Scottrade July 2011 - January 2012
University of Dayton December 2010 - May 2011
Pennsylvania Life Insurance Company April 2010 - August 2010
Arrowhead Golf Club March 2006 - August 2008
Skills
Investments, Insurance, Excel, Accounting, Portfolio Management, Equity Research Analysis, Equity Research, Stocks, Fixed Income, Bonds, Asset Allocation, Risk Management, Microsoft Excel, Analysis
Education
University of Dayton 2011 — 2012
MBA, Finance
University of Dayton 2007 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Minster High School
THOR Investment Management November 2012 - Present
OakStreet Wealth Management December 2011 - June 2012
University of Dayton September 2007 - May 2012
Scottrade July 2011 - January 2012
University of Dayton December 2010 - May 2011
Pennsylvania Life Insurance Company April 2010 - August 2010
Arrowhead Golf Club March 2006 - August 2008
Skills
Investments, Insurance, Excel, Accounting, Portfolio Management, Equity Research Analysis, Equity Research, Stocks, Fixed Income, Bonds, Asset Allocation, Risk Management, Microsoft Excel, Analysis
Education
University of Dayton 2011 — 2012
MBA, Finance
University of Dayton 2007 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Minster High School
Tanya Helmus Tanya Helmus's Scottrade Experience September 2011 - October 2013
Job Business Analyst at Vail Resorts
Industry Information Technology and Services
Experience
Vail Resorts August 2015 - Present
Vail Resorts October 2013 - July 2015
Scottrade September 2011 - October 2013
Colorado Brokerage Group September 2008 - August 2011
Strategic Financial Partners August 2007 - August 2008
Skills
Quality Assurance, Testing, Sales, Insurance, Strategic Financial..., Customer Service, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Financial Analysis, AS400 system, Quality Center, Series 6, Life & Health Insurance..., Strategic Marketing..., SQL, Training, System Testing, Test Cases, Business Analysis, Business Strategy, SDLC
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
Vail Resorts August 2015 - Present
Vail Resorts October 2013 - July 2015
Scottrade September 2011 - October 2013
Colorado Brokerage Group September 2008 - August 2011
Strategic Financial Partners August 2007 - August 2008
Skills
Quality Assurance, Testing, Sales, Insurance, Strategic Financial..., Customer Service, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Financial Analysis, AS400 system, Quality Center, Series 6, Life & Health Insurance..., Strategic Marketing..., SQL, Training, System Testing, Test Cases, Business Analysis, Business Strategy, SDLC
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
Bryan Kruep Bryan Kruep's Scottrade Experience February 2008 - February 2010
Job Programmer Analyst at Ameren
Industry Information Technology and Services
Experience
Ameren March 2013 - Present
Ralcorp Holdings September 2011 - March 2013
BJC HealthCare September 2010 - September 2011
Scottrade February 2008 - February 2010
Skills
Java, Active Directory, Windows 7, BMC Remedy, Windows Server, Microsoft Exchange, Visual Basic, Web Development, HTML, C#, COBOL, Visual C#, SQL, ASP.NET, Microsoft SQL Server, VB.NET, Troubleshooting, Windows XP, Oracle, Unix, Visual Studio, .NET, MySQL, Software Development, Testing, IIS
Education
University of Illinois Springfield 2014 — 2016
Master of Business Administration (MBA), Information Technology Project Management, 4.0
McKendree University 2008 — 2011
Bachelor of Science, Computer Information Systems
O'Fallon Township High School 1998 — 2002
Ameren March 2013 - Present
Ralcorp Holdings September 2011 - March 2013
BJC HealthCare September 2010 - September 2011
Scottrade February 2008 - February 2010
Skills
Java, Active Directory, Windows 7, BMC Remedy, Windows Server, Microsoft Exchange, Visual Basic, Web Development, HTML, C#, COBOL, Visual C#, SQL, ASP.NET, Microsoft SQL Server, VB.NET, Troubleshooting, Windows XP, Oracle, Unix, Visual Studio, .NET, MySQL, Software Development, Testing, IIS
Education
University of Illinois Springfield 2014 — 2016
Master of Business Administration (MBA), Information Technology Project Management, 4.0
McKendree University 2008 — 2011
Bachelor of Science, Computer Information Systems
O'Fallon Township High School 1998 — 2002
Nigel Noronha's Scottrade Experience 2008 - 2009
Job Account Executive at Intelligize, Inc.
Industry Information Technology and Services
Experience
Intelligize, Inc. 2015 - Present
Summit Financial Printing, LLC (Acquisition) 2014 - 2015
Thomson Reuters 2012 - 2014
BMC Software 2011 - 2012
Edward Jones 2009 - 2009
Scottrade 2008 - 2009
Skills
Cold Calling, Sales Process, Sales, Salesforce.com, Sales Presentations, Enterprise Software, Lead Generation, Direct Sales, Business Development, Building Relationships, New Business Development, Selling, Strategic Partnerships, Software Industry, Competitive Analysis, Management, Professional Services, Product Marketing, Recruiting, Leadership, Time Management, Managed Services, B2B, Strategy, Channel Partners, Finance, Business Alliances, Sales Enablement, Go-to-market Strategy, Start-ups, Pre-sales
Education
University of Houston-Downtown
Bachelor's Degree, Finance
Westside High School
Intelligize, Inc. 2015 - Present
Summit Financial Printing, LLC (Acquisition) 2014 - 2015
Thomson Reuters 2012 - 2014
BMC Software 2011 - 2012
Edward Jones 2009 - 2009
Scottrade 2008 - 2009
Skills
Cold Calling, Sales Process, Sales, Salesforce.com, Sales Presentations, Enterprise Software, Lead Generation, Direct Sales, Business Development, Building Relationships, New Business Development, Selling, Strategic Partnerships, Software Industry, Competitive Analysis, Management, Professional Services, Product Marketing, Recruiting, Leadership, Time Management, Managed Services, B2B, Strategy, Channel Partners, Finance, Business Alliances, Sales Enablement, Go-to-market Strategy, Start-ups, Pre-sales
Education
University of Houston-Downtown
Bachelor's Degree, Finance
Westside High School
Marla Shelton, MA, PHR, SHRM-CP Marla Shelton, MA, PHR, SHRM-CP's Scottrade Experience July 2015 - Present
Job Human Resources Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade July 2015 - Present
Scottrade January 2010 - Present
Scottrade December 2008 - December 2009
Wachovia Securities March 2008 - October 2008
Ultimate Staffing September 2006 - January 2008
Corcoran Jennison Inc. July 2001 - September 2006
Skills
Employee Relations, Recruiting, Training, Communication, Personnel Management, Internet Recruiting, Performance Management, HR Policies, Human Resources, Applicant Tracking..., Onboarding, Talent Management, Strategy, Employee Benefits, Employee Training, Talent Acquisition, Hiring, Public Relations, Leadership Development, Management, Temporary Placement, New Hire Orientations, Software Documentation, Program Management, Interviews, Screening, Policy, Building Relationships, Payroll, Negotiation, Time Management, SDLC, Customer Service, Budgets
Education
University of Central Missouri
Bachelor of Science, Social Work
Webster University
Master of Arts, Human Resources Development/Management
Scottrade July 2015 - Present
Scottrade January 2010 - Present
Scottrade December 2008 - December 2009
Wachovia Securities March 2008 - October 2008
Ultimate Staffing September 2006 - January 2008
Corcoran Jennison Inc. July 2001 - September 2006
Skills
Employee Relations, Recruiting, Training, Communication, Personnel Management, Internet Recruiting, Performance Management, HR Policies, Human Resources, Applicant Tracking..., Onboarding, Talent Management, Strategy, Employee Benefits, Employee Training, Talent Acquisition, Hiring, Public Relations, Leadership Development, Management, Temporary Placement, New Hire Orientations, Software Documentation, Program Management, Interviews, Screening, Policy, Building Relationships, Payroll, Negotiation, Time Management, SDLC, Customer Service, Budgets
Education
University of Central Missouri
Bachelor of Science, Social Work
Webster University
Master of Arts, Human Resources Development/Management
Jason Oldham's Scottrade Experience September 2014 - Present
Job Client Applications & Support Product Analyst at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Scottrade October 2013 - Present
Scottrade October 2011 - October 2013
Scottrade October 2008 - October 2011
Scottrade January 2007 - October 2008
Skills
Marketing, Digital Marketing, Digital Strategy, Analysis, Web Analytics, Customer Experience, Marketing Strategy, Competitive Analysis, Team Leadership, Social Media Marketing, Omniture, Tag Management, Social Networking, Google Analytics, Social Media, Online Advertising, Microsoft Office, Customer Service, Facebook, Tableau, Social Media Measurement, Product Management, Adobe Insight
Education
Central Missouri State University 1998 — 2002
Bachelor of Science (BS), Business Administration
Scottrade September 2014 - Present
Scottrade October 2013 - Present
Scottrade October 2011 - October 2013
Scottrade October 2008 - October 2011
Scottrade January 2007 - October 2008
Skills
Marketing, Digital Marketing, Digital Strategy, Analysis, Web Analytics, Customer Experience, Marketing Strategy, Competitive Analysis, Team Leadership, Social Media Marketing, Omniture, Tag Management, Social Networking, Google Analytics, Social Media, Online Advertising, Microsoft Office, Customer Service, Facebook, Tableau, Social Media Measurement, Product Management, Adobe Insight
Education
Central Missouri State University 1998 — 2002
Bachelor of Science (BS), Business Administration
Amy Heet (Meister), PHR's Scottrade Experience December 2014 - Present
Job Talent Acquisition Manager at Scottrade, Inc.
Industry Human Resources
Experience
Scottrade December 2014 - Present
Scottrade, Inc. January 2014 - December 2014
Scottrade, Inc. January 2013 - January 2014
Scottrade, Inc. April 2007 - January 2013
American Chartered Bank July 2005 - April 2007
Anheuser-Busch May 2003 - June 2005
Videojet 2001 - 2001
Skills
Recruiting, Human Resources, Talent Acquisition, College Recruiting, Sourcing, Employee Relations, Customer Service, Metrics, Microsoft Excel, Employee Engagement, Screening Resumes, Employee Benefits, Applicant Tracking..., HRIS, Benefits Negotiation, Personnel Management, Training, Interviews, Onboarding, Hiring, Management, Payroll, Technical Recruiting, Time Management, Internet Recruiting, Screening, Staffing Services, Workforce Planning, Talent Management
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Business Administration
Scottrade December 2014 - Present
Scottrade, Inc. January 2014 - December 2014
Scottrade, Inc. January 2013 - January 2014
Scottrade, Inc. April 2007 - January 2013
American Chartered Bank July 2005 - April 2007
Anheuser-Busch May 2003 - June 2005
Videojet 2001 - 2001
Skills
Recruiting, Human Resources, Talent Acquisition, College Recruiting, Sourcing, Employee Relations, Customer Service, Metrics, Microsoft Excel, Employee Engagement, Screening Resumes, Employee Benefits, Applicant Tracking..., HRIS, Benefits Negotiation, Personnel Management, Training, Interviews, Onboarding, Hiring, Management, Payroll, Technical Recruiting, Time Management, Internet Recruiting, Screening, Staffing Services, Workforce Planning, Talent Management
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Business Administration
David Pritikin David Pritikin's Scottrade Experience July 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
Noman Ismail's Scottrade Experience January 2005 - January 2007
Job JM Family Enterprises
Industry Automotive
Experience
Tyco Security Products December 2010 - July 2013
Saveology.com ™ May 2009 - December 2010
Rewards Network January 2007 - May 2009
Rewards Network January 2007 - May 2009
Scottrade January 2005 - January 2007
Skills
Financial Analysis, Finance, Analysis, Financial Modeling, Accounting, Due Diligence, Cash Flow, Competitive Analysis, Process Improvement, Microsoft Excel, Financial Statements, Forecasting, Data Analysis, Budgets, Managerial Finance, Financial Accounting, Management, Business Strategy, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Financial Planning, GAAP, Cost Accounting
Education
University of Miami 2006 — 2008
MBA, Finance, International Business
Tyco Security Products December 2010 - July 2013
Saveology.com ™ May 2009 - December 2010
Rewards Network January 2007 - May 2009
Rewards Network January 2007 - May 2009
Scottrade January 2005 - January 2007
Skills
Financial Analysis, Finance, Analysis, Financial Modeling, Accounting, Due Diligence, Cash Flow, Competitive Analysis, Process Improvement, Microsoft Excel, Financial Statements, Forecasting, Data Analysis, Budgets, Managerial Finance, Financial Accounting, Management, Business Strategy, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Financial Planning, GAAP, Cost Accounting
Education
University of Miami 2006 — 2008
MBA, Finance, International Business
Keith Murty Keith Murty's Scottrade Experience August 2009 - May 2010
Job Senior Accountant at Downhole Technology / Boss Hog Frac Plugs
Industry Oil & Energy
Experience
Downhole Technology / Boss Hog Frac Plugs January 2015 - Present
Technip September 2013 - January 2015
United Airlines November 2011 - September 2013
alliantgroup March 2011 - November 2011
The Hancock Firm LLC May 2010 - March 2011
Scottrade August 2009 - May 2010
Skills
Internal Controls, Variance Analysis, Analysis, Financial Modeling, Microsoft Office, General Ledger, Accounting, Journal Entries, Bank Reconciliation, Revenue Recognition, Inventory Analysis, Mergers & Acquisitions, Finance, Month End Close, Invoicing, Ancillary Revenue, Airline Ticketing, Airline Economics, Cost Accounting, Cost Control, Depreciation, GAAP Standards, Oracle Discoverer, Intercompany..., Intercompany Accounts, Business Valuation, Bad Debt, Foreign Exchange
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Downhole Technology / Boss Hog Frac Plugs January 2015 - Present
Technip September 2013 - January 2015
United Airlines November 2011 - September 2013
alliantgroup March 2011 - November 2011
The Hancock Firm LLC May 2010 - March 2011
Scottrade August 2009 - May 2010
Skills
Internal Controls, Variance Analysis, Analysis, Financial Modeling, Microsoft Office, General Ledger, Accounting, Journal Entries, Bank Reconciliation, Revenue Recognition, Inventory Analysis, Mergers & Acquisitions, Finance, Month End Close, Invoicing, Ancillary Revenue, Airline Ticketing, Airline Economics, Cost Accounting, Cost Control, Depreciation, GAAP Standards, Oracle Discoverer, Intercompany..., Intercompany Accounts, Business Valuation, Bad Debt, Foreign Exchange
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Joe Culmore's Scottrade Experience September 2014 - Present
Job Manager, IT Problem Management at Scottrade
Industry Information Technology and Services
Experience
Scottrade September 2014 - Present
Thomson Reuters August 2010 - August 2014
Thomson Reuters April 2008 - August 2010
Reuters America October 2006 - April 2008
Thomson Reuters June 2003 - October 2006
Thomson Reuters June 2001 - August 2003
Bridge Information Systems March 1999 - June 2001
Morgan Stanley December 1997 - March 1999
Skills
ITIL, Service Management, Incident Management, Process Improvement, Service Desk, Market Data, IT Service Management, Customer Relations, Team Management, Outsourcing, Problem Management, Management, Managed Services, Business Analysis, Customer Service, Technical Support, Data Center, IT Strategy, Change Management, Sla, IT Management
Education
University of Iowa 1989 — 1994
Scottrade September 2014 - Present
Thomson Reuters August 2010 - August 2014
Thomson Reuters April 2008 - August 2010
Reuters America October 2006 - April 2008
Thomson Reuters June 2003 - October 2006
Thomson Reuters June 2001 - August 2003
Bridge Information Systems March 1999 - June 2001
Morgan Stanley December 1997 - March 1999
Skills
ITIL, Service Management, Incident Management, Process Improvement, Service Desk, Market Data, IT Service Management, Customer Relations, Team Management, Outsourcing, Problem Management, Management, Managed Services, Business Analysis, Customer Service, Technical Support, Data Center, IT Strategy, Change Management, Sla, IT Management
Education
University of Iowa 1989 — 1994
Greg Teakert's Scottrade Experience July 2012 - Present
Job Senior Application Support Engineer at Scottrade
Industry Biotechnology
Experience
Scottrade July 2012 - Present
Monsanto June 2007 - July 2012
Skills
Software Documentation, Troubleshooting, Altiris
Education
University of Illinois Springfield 1996 — 1998
Blackburn College 1991 — 1996
Bachelor of Science (BS), Business Administration and Accounting
Scottrade July 2012 - Present
Monsanto June 2007 - July 2012
Skills
Software Documentation, Troubleshooting, Altiris
Education
University of Illinois Springfield 1996 — 1998
Blackburn College 1991 — 1996
Bachelor of Science (BS), Business Administration and Accounting
Linda Wilkins's Scottrade Experience November 2005 - May 2015
Job Investment Consultant Scottrade
Industry Financial Services
Experience
Scottrade November 2005 - May 2015
Skills
Series 7, Investments, Series 63, ETFs, Retirement Planning, FINRA, Financial Analysis, Equities, Mutual Funds, Business Planning, Leadership, Asset Allocation, Finance, Portfolio Management, Securities, Financial Modeling, Customer Service, Public Speaking
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Broadcast Journalism with a minor in Economics
Scottrade November 2005 - May 2015
Skills
Series 7, Investments, Series 63, ETFs, Retirement Planning, FINRA, Financial Analysis, Equities, Mutual Funds, Business Planning, Leadership, Asset Allocation, Finance, Portfolio Management, Securities, Financial Modeling, Customer Service, Public Speaking
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Broadcast Journalism with a minor in Economics
Jason Toledo's Scottrade Experience May 2004 - November 2011
Job Managing Director of ZacksTrade
Industry Financial Services
Experience
ZacksTrade, a division of LBMZ Securities March 2013 - Present
OptionsHouse February 2012 - February 2013
MTL Equity Products January 2012 - February 2012
Scottrade May 2004 - November 2011
Skills
Customer Service, Customer Relations, New Business Development, Client Relationship..., Business Relationship..., Sales Management, Negotiation, CRM software, Coaching Staff, Staff Mentoring, Team Building, Team Management, Leadership Development, Project Implementation, Project Planning, Due Diligence, Compliance, Operations, Risk Management, AML, Stocks, Options, Mutual Funds, Bonds, CDS, Retail Banking, Mentoring, FINRA, CRM, Financial Markets, Equities, ETFs, Series 24, Financial Services, Trading, Portfolio Management, Investments, Fixed Income, Management, Electronic Trading, Finance, Wealth Management, Relationship Management, Trading Systems, Derivatives, Banking, Bloomberg
Education
University of Maryland College Park
Bachelor of Arts, Economics and Criminal Justice
ZacksTrade, a division of LBMZ Securities March 2013 - Present
OptionsHouse February 2012 - February 2013
MTL Equity Products January 2012 - February 2012
Scottrade May 2004 - November 2011
Skills
Customer Service, Customer Relations, New Business Development, Client Relationship..., Business Relationship..., Sales Management, Negotiation, CRM software, Coaching Staff, Staff Mentoring, Team Building, Team Management, Leadership Development, Project Implementation, Project Planning, Due Diligence, Compliance, Operations, Risk Management, AML, Stocks, Options, Mutual Funds, Bonds, CDS, Retail Banking, Mentoring, FINRA, CRM, Financial Markets, Equities, ETFs, Series 24, Financial Services, Trading, Portfolio Management, Investments, Fixed Income, Management, Electronic Trading, Finance, Wealth Management, Relationship Management, Trading Systems, Derivatives, Banking, Bloomberg
Education
University of Maryland College Park
Bachelor of Arts, Economics and Criminal Justice
Mike Stufano's Scottrade Experience August 2006 - July 2007
Job Finance Manager
Industry Financial Services
Experience
Bridgewater Associates September 2008 - June 2009
UBS July 2007 - June 2008
Scottrade August 2006 - July 2007
Education
University of Connecticut 2003 — 2007
BA, Economics/Finance
Bridgewater Associates September 2008 - June 2009
UBS July 2007 - June 2008
Scottrade August 2006 - July 2007
Education
University of Connecticut 2003 — 2007
BA, Economics/Finance
Jeffrey Polsgrove's Scottrade Experience February 2000 - May 2006
Job Web Manager at Humana
Industry Insurance
Experience
Humana October 2006 - Present
Pig city bbq 2006 - 2009
Scottrade February 2000 - May 2006
Hilliard Lyons 1996 - 2000
Education
University of Louisville 1979 — 1983
Humana October 2006 - Present
Pig city bbq 2006 - 2009
Scottrade February 2000 - May 2006
Hilliard Lyons 1996 - 2000
Education
University of Louisville 1979 — 1983
Chandrasekar Devaraj's Scottrade Experience July 2010 - August 2015
Job Senior Developer Software Application @ Scottrade
Industry Information Technology and Services
Experience
Scottrade July 2010 - August 2015
Cognizant - Liberty Mutual Insurance Company April 2004 - July 2010
Target Corporation January 2003 - April 2004
FCCI Insurance Group January 2000 - January 2003
Tata Telecom January 1996 - January 2000
Skills
Project Management, Change Management, Integration, Strategic Planning, Data Analysis, Business Intelligence, Business Analysis, SDLC, Product Development, Requirements Analysis, Vendor Management, Software Project..., Forecasting, Agile Methodologies, Process Improvement, Program Management, Requirements Gathering, IT Strategy, Enterprise Architecture, SQL, Data Warehousing, Visio, Oracle, PMP
Education
University of Madras 1992 — 1996
Bachelor of Engineering Degree, Software Engineering & IT
Doveton Corrie Boys' Higher Sec. School 1984 — 1996
Scottrade July 2010 - August 2015
Cognizant - Liberty Mutual Insurance Company April 2004 - July 2010
Target Corporation January 2003 - April 2004
FCCI Insurance Group January 2000 - January 2003
Tata Telecom January 1996 - January 2000
Skills
Project Management, Change Management, Integration, Strategic Planning, Data Analysis, Business Intelligence, Business Analysis, SDLC, Product Development, Requirements Analysis, Vendor Management, Software Project..., Forecasting, Agile Methodologies, Process Improvement, Program Management, Requirements Gathering, IT Strategy, Enterprise Architecture, SQL, Data Warehousing, Visio, Oracle, PMP
Education
University of Madras 1992 — 1996
Bachelor of Engineering Degree, Software Engineering & IT
Doveton Corrie Boys' Higher Sec. School 1984 — 1996
Jeremiah Clark's Scottrade Experience January 2013 - Present
Job Divisional Vice President at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade January 2010 - January 2013
Scottrade January 2005 - January 2010
Skills
Series 24, Series 7, Series 63, Sales Management, Sales Leadership..., Sales Process, Business Strategy, Performance Management, Performance Improvement, Communication Skills, Investments, Equities, Finance, Securities, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Options, Uniform Combined State..., Financial Analysis, FINRA, ETFs, Asset Allocation, Financial Services
Education
University of Louisville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Scottrade January 2013 - Present
Scottrade January 2010 - January 2013
Scottrade January 2005 - January 2010
Skills
Series 24, Series 7, Series 63, Sales Management, Sales Leadership..., Sales Process, Business Strategy, Performance Management, Performance Improvement, Communication Skills, Investments, Equities, Finance, Securities, Mutual Funds, Banking, Portfolio Management, Strategic Financial..., Options, Uniform Combined State..., Financial Analysis, FINRA, ETFs, Asset Allocation, Financial Services
Education
University of Louisville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Brett Schulte's Scottrade Experience October 2013 - December 2014
Job UX/UI Business Architect at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Scottrade October 2013 - December 2014
Scottrade, Inc. February 2012 - September 2013
Scottrade March 2008 - February 2012
Skills
Business Architecture, Business Strategy, User Experience, Agile Methodologies, Project Governance, User Interface, Platform Design, Agile & Waterfall..., Agile Methodolgy, Platform Development, Team Management, SDLC, Product Development, Supervisory Skills, Supervisory Experience, Product Management, User Acceptance Testing, Usability Testing, Product Lifecycle..., Investment Brokerage, Microsoft Excel, Dreamweaver, Web Site Editing, Microsoft Word, Computers, Computer Science, Mathematics, HTML, PHP, C++, Java, American History, Military History, PC & Mac platforms, Online Brokerage, Options, Customer Service, Stock Trading, Business Analysis, Securities, Equities
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Math/Computer Science
Wells Fargo Advisors December 2014 - Present
Scottrade October 2013 - December 2014
Scottrade, Inc. February 2012 - September 2013
Scottrade March 2008 - February 2012
Skills
Business Architecture, Business Strategy, User Experience, Agile Methodologies, Project Governance, User Interface, Platform Design, Agile & Waterfall..., Agile Methodolgy, Platform Development, Team Management, SDLC, Product Development, Supervisory Skills, Supervisory Experience, Product Management, User Acceptance Testing, Usability Testing, Product Lifecycle..., Investment Brokerage, Microsoft Excel, Dreamweaver, Web Site Editing, Microsoft Word, Computers, Computer Science, Mathematics, HTML, PHP, C++, Java, American History, Military History, PC & Mac platforms, Online Brokerage, Options, Customer Service, Stock Trading, Business Analysis, Securities, Equities
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Math/Computer Science
William Glaab's Scottrade Experience March 2003 - August 2003
Job CPA
Industry Accounting
Experience
Chrysler May 2012 - Present
Plante & Moran, PLLC January 2007 - May 2012
Walsh College April 2010 - September 2010
Comerica Bank August 2003 - December 2006
Scottrade March 2003 - August 2003
Skills
Auditing, Accounting, GAAP, Tax, Internal Controls, IFRS, Financial Forecasting, US GAAP
Education
University of Detroit Mercy 2005 — 2008
Master's, Business
University of Detroit Mercy 2001 — 2005
Bachelor's, Business, Major Accounting
Chrysler May 2012 - Present
Plante & Moran, PLLC January 2007 - May 2012
Walsh College April 2010 - September 2010
Comerica Bank August 2003 - December 2006
Scottrade March 2003 - August 2003
Skills
Auditing, Accounting, GAAP, Tax, Internal Controls, IFRS, Financial Forecasting, US GAAP
Education
University of Detroit Mercy 2005 — 2008
Master's, Business
University of Detroit Mercy 2001 — 2005
Bachelor's, Business, Major Accounting
Amy Glenn, PMP's Scottrade Experience March 2010 - Present
Job Manager of Project Management at Scottrade
Industry Information Technology and Services
Experience
Scottrade March 2010 - Present
Computer Research, Inc. February 2009 - February 2010
IBM Global Services September 2006 - November 2008
New Global Telecom July 2004 - June 2006
Global Crossing May 1992 - July 2004
Allnet 1990 - 1992
Skills
PMO, PMP, Program Management, Management, SDLC, Project Portfolio..., Project Management, Team Leadership, Process Improvement, Change Management, Leadership, Training, Strategy, Team Building, Vendor Management, Budgets, Business Analysis, Business Process..., Cross-functional Team..., Integration, Visio, Risk Management
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1989
Bachelor of Science, Business Administration
Pomona High School 1982 — 1985
Scottrade March 2010 - Present
Computer Research, Inc. February 2009 - February 2010
IBM Global Services September 2006 - November 2008
New Global Telecom July 2004 - June 2006
Global Crossing May 1992 - July 2004
Allnet 1990 - 1992
Skills
PMO, PMP, Program Management, Management, SDLC, Project Portfolio..., Project Management, Team Leadership, Process Improvement, Change Management, Leadership, Training, Strategy, Team Building, Vendor Management, Budgets, Business Analysis, Business Process..., Cross-functional Team..., Integration, Visio, Risk Management
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1989
Bachelor of Science, Business Administration
Pomona High School 1982 — 1985
Adam Patton's Scottrade Experience November 2013 - Present
Job Application support engineer L3, scottrade
Industry Information Technology and Services
Experience
Scottrade November 2013 - Present
Markit July 2010 - November 2013
GearHost Inc. 2008 - 2010
J&A Painting 2004 - 2008
Skills
Cloud Computing, Data Center, Windows, DNS, Windows Server, VMware, IIS, F5 BigIP, Nginx, vSphere, Powershell, MySQL, PHP, CSS, Servers, Active Directory, Databases, SQL, XML
Education
University of Denver 2004 — 2006
N/A, Business Management
Scottrade November 2013 - Present
Markit July 2010 - November 2013
GearHost Inc. 2008 - 2010
J&A Painting 2004 - 2008
Skills
Cloud Computing, Data Center, Windows, DNS, Windows Server, VMware, IIS, F5 BigIP, Nginx, vSphere, Powershell, MySQL, PHP, CSS, Servers, Active Directory, Databases, SQL, XML
Education
University of Denver 2004 — 2006
N/A, Business Management
Forrest Merrill's Scottrade Experience December 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2014 - Present
TIAA-CREF March 2013 - Present
Merrill Investments October 2000 - March 2013
Financial Network Investment Corp 2009 - 2013
RAF Financial Corporation May 1988 - June 1997
Columbia Mortgage 1984 - 1988
Skills
Portfolio Management, Fixed Income, Financial Advisory, Retirement, Strategic Financial..., Investments, Financial Modeling, Financial Analysis, Due Diligence, Mortgage Lending, Bonds, Finance, Strategic Planning, Start-ups, Mergers, Leadership, Business Strategy, Securities, Retirement Planning, Corporate Finance, Business Planning, Risk Management, Investment Advisory
Education
University of Colorado Boulder 1982 — 1983
MBA, Finance
Scottrade December 2014 - Present
TIAA-CREF March 2013 - Present
Merrill Investments October 2000 - March 2013
Financial Network Investment Corp 2009 - 2013
RAF Financial Corporation May 1988 - June 1997
Columbia Mortgage 1984 - 1988
Skills
Portfolio Management, Fixed Income, Financial Advisory, Retirement, Strategic Financial..., Investments, Financial Modeling, Financial Analysis, Due Diligence, Mortgage Lending, Bonds, Finance, Strategic Planning, Start-ups, Mergers, Leadership, Business Strategy, Securities, Retirement Planning, Corporate Finance, Business Planning, Risk Management, Investment Advisory
Education
University of Colorado Boulder 1982 — 1983
MBA, Finance
Belinda Brennen's Scottrade Experience March 2010 - Present
Job Application Development Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade March 2010 - Present
Computer Research, Inc. May 2007 - February 2010
IBM Global Services March 1999 - December 2006
United States Air Force August 1995 - March 1999
Education
University of Colorado Denver 2000 — 2004
Master of Science, Information Systems
Columbia College
Bachelor of Science, Information Systems
Scottrade March 2010 - Present
Computer Research, Inc. May 2007 - February 2010
IBM Global Services March 1999 - December 2006
United States Air Force August 1995 - March 1999
Education
University of Colorado Denver 2000 — 2004
Master of Science, Information Systems
Columbia College
Bachelor of Science, Information Systems
Srini Dhanam's Scottrade Experience March 2010 - November 2012
Job Product Manager
Industry Internet
Experience
GetInsured.com December 2012 - Present
Scottrade March 2010 - November 2012
Computer Research, Inc. (Now Scottrade) October 2005 - February 2010
Matrix Worldwide (My Company) 2004 - 2005
Qwest 2002 - 2004
COMSYS 2000 - 2002
Access Data Consulting Corporation 1997 - 2000
Institute for Energy Research (University Of Wyoming) 1995 - 1997
Skills
Service Oriented..., Web-based Applications, Desktop Applications, Rich Web Interface (RIA), Financial (Brokerage)..., Management/Technical..., Brokerage, Software, Leadership, SOA, Web Applications, Oracle, Integration, Databases, Software Development, Java Enterprise Edition, Web Services, Software Documentation, SharePoint, Testing, Requirements Analysis, SDLC, SQL, Microsoft SQL Server, Software Project..., SaaS, Agile Methodologies, DB2, Enterprise Architecture, Unix, Enterprise Software, Requirements Gathering, Business Analysis, Scrum, Data Warehousing, Project Portfolio..., Business Intelligence, Solution Architecture, Visio, XML, Database Design, IT Strategy, Telecommunications
Education
University of Madras
Bachelor of Science (B.S.), Civil Engineering
University of Wyoming
Master of Science (M.S.), Engineering
GetInsured.com December 2012 - Present
Scottrade March 2010 - November 2012
Computer Research, Inc. (Now Scottrade) October 2005 - February 2010
Matrix Worldwide (My Company) 2004 - 2005
Qwest 2002 - 2004
COMSYS 2000 - 2002
Access Data Consulting Corporation 1997 - 2000
Institute for Energy Research (University Of Wyoming) 1995 - 1997
Skills
Service Oriented..., Web-based Applications, Desktop Applications, Rich Web Interface (RIA), Financial (Brokerage)..., Management/Technical..., Brokerage, Software, Leadership, SOA, Web Applications, Oracle, Integration, Databases, Software Development, Java Enterprise Edition, Web Services, Software Documentation, SharePoint, Testing, Requirements Analysis, SDLC, SQL, Microsoft SQL Server, Software Project..., SaaS, Agile Methodologies, DB2, Enterprise Architecture, Unix, Enterprise Software, Requirements Gathering, Business Analysis, Scrum, Data Warehousing, Project Portfolio..., Business Intelligence, Solution Architecture, Visio, XML, Database Design, IT Strategy, Telecommunications
Education
University of Madras
Bachelor of Science (B.S.), Civil Engineering
University of Wyoming
Master of Science (M.S.), Engineering
Brittany Henry's Scottrade Experience 2008 - April 2009
Job CSA/Contract Specialist at USAFA Contracting
Industry Financial Services
Experience
USAFA Contracting 2009 - Present
Scottrade 2008 - April 2009
Wells Fargo Bank 2005 - 2008
Target 2002 - 2005
Education
University of Colorado Colorado Springs 2009 — 2011
MBA, Technology Management
University of Colorado Colorado Springs 2005 — 2009
B.S. in Business, Finance and Management
USAFA Contracting 2009 - Present
Scottrade 2008 - April 2009
Wells Fargo Bank 2005 - 2008
Target 2002 - 2005
Education
University of Colorado Colorado Springs 2009 — 2011
MBA, Technology Management
University of Colorado Colorado Springs 2005 — 2009
B.S. in Business, Finance and Management
Luke Van Horn's Scottrade Experience October 2010 - March 2012
Job Project Manager
Industry Investment Management
Experience
Wiebusch Realty April 2012 - Present
Home Services LLC April 2008 - Present
Scottrade October 2010 - March 2012
Legal Support Inc. May 2007 - August 2009
Skills
Analysis, Finance, Strategy, Project Management, Budgets, Leadership, Portfolio Management, Time Management, Microsoft Office, Investments
Education
University of Wisconsin-River Falls 2010 — 2014
Masters in Business Administration, Business Administration
University of Wisconsin-River Falls 2008 — 2010
Bachelor of Science, Business Administration and Management, Business Administration
University of Hawaii at Hilo 2009 — 2009
Business Administration
Wiebusch Realty April 2012 - Present
Home Services LLC April 2008 - Present
Scottrade October 2010 - March 2012
Legal Support Inc. May 2007 - August 2009
Skills
Analysis, Finance, Strategy, Project Management, Budgets, Leadership, Portfolio Management, Time Management, Microsoft Office, Investments
Education
University of Wisconsin-River Falls 2010 — 2014
Masters in Business Administration, Business Administration
University of Wisconsin-River Falls 2008 — 2010
Bachelor of Science, Business Administration and Management, Business Administration
University of Hawaii at Hilo 2009 — 2009
Business Administration
Kristina Gray, CPA's Scottrade Experience October 2009 - May 2010
Job Senior Internal Auditor
Industry Oil & Energy
Experience
Ensco plc June 2014 - Present
Siemens Energy June 2012 - June 2014
Vinmar International LTD November 2010 - December 2011
Scottrade October 2009 - May 2010
ExpressJet Airlines August 2009 - October 2009
Skills
Accounting, Financial Analysis, Finance, Internal Controls, Financial Reporting, SAP, Financial Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, Forecasting, Variance Analysis, Account Reconciliation
Education
University of Houston-Downtown 2007 — 2010
B.B.A., Accounting
Ensco plc June 2014 - Present
Siemens Energy June 2012 - June 2014
Vinmar International LTD November 2010 - December 2011
Scottrade October 2009 - May 2010
ExpressJet Airlines August 2009 - October 2009
Skills
Accounting, Financial Analysis, Finance, Internal Controls, Financial Reporting, SAP, Financial Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, Forecasting, Variance Analysis, Account Reconciliation
Education
University of Houston-Downtown 2007 — 2010
B.B.A., Accounting
Priya Dinakar's Scottrade Experience June 2013 - Present
Job QA Engineer at Scottrade
Industry Information Technology and Services
Experience
Scottrade June 2013 - Present
McKesson May 2012 - March 2013
SDL International 2009 - 2012
Skills
Software Quality..., Testing, Test Planning, Regression Testing, Quality Assurance
Education
University of Madras 1995 — 1997
Master of Science (M.S.), Science
Scottrade June 2013 - Present
McKesson May 2012 - March 2013
SDL International 2009 - 2012
Skills
Software Quality..., Testing, Test Planning, Regression Testing, Quality Assurance
Education
University of Madras 1995 — 1997
Master of Science (M.S.), Science
Joshua Aragon's Scottrade Experience March 2011 - November 2011
Job Business Analyst at DaVita
Industry Hospital & Health Care
Experience
DaVita November 2013 - Present
Hitachi Consulting January 2012 - November 2013
Scottrade March 2011 - November 2011
Skills
SQL, VBScript, python, Microsoft Excel, Java, JavaScript
Education
University of Colorado at Boulder 2007 — 2011
B.S. Applied Mathematics, Computer Science, Finance
DaVita November 2013 - Present
Hitachi Consulting January 2012 - November 2013
Scottrade March 2011 - November 2011
Skills
SQL, VBScript, python, Microsoft Excel, Java, JavaScript
Education
University of Colorado at Boulder 2007 — 2011
B.S. Applied Mathematics, Computer Science, Finance
Cassie Margaretten's Scottrade Experience July 2011 - July 2014
Job BI Report Developer/Systems Analyst
Industry Information Technology and Services
Experience
YES! Communities July 2014 - Present
Scottrade July 2011 - July 2014
Scottrade July 2010 - July 2011
Computer Research, Inc. February 2009 - March 2010
Charles Schwab May 2008 - December 2008
Skills
Requirements Analysis, SQL, Microsoft SQL Server, Jasper Reports, Business Intelligence, Jaspersoft, Text Mining, Stata, SAS E-Miner, Visual Basic, Testing, Test Planning, Statistical Data..., Statistical Modeling, Quality Assurance, Unix, Test Cases, SDLC, Visio, Troubleshooting, Access, Quality Center, System Testing, IBM iSeries, Software Quality..., User Acceptance Testing, Manual Testing, Regression Testing, Series 7, SharePoint, Databases, Business Analysis, Microsoft Office, Data Warehousing, Microsoft Excel, Analysis, Agile Methodologies
Education
University of Colorado at Denver 2011 — 2015
Master of Science (M.S.), Business Intelligence; Information Systems; Business Analytics
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (B.A.) Minor in Business, Political Science
YES! Communities July 2014 - Present
Scottrade July 2011 - July 2014
Scottrade July 2010 - July 2011
Computer Research, Inc. February 2009 - March 2010
Charles Schwab May 2008 - December 2008
Skills
Requirements Analysis, SQL, Microsoft SQL Server, Jasper Reports, Business Intelligence, Jaspersoft, Text Mining, Stata, SAS E-Miner, Visual Basic, Testing, Test Planning, Statistical Data..., Statistical Modeling, Quality Assurance, Unix, Test Cases, SDLC, Visio, Troubleshooting, Access, Quality Center, System Testing, IBM iSeries, Software Quality..., User Acceptance Testing, Manual Testing, Regression Testing, Series 7, SharePoint, Databases, Business Analysis, Microsoft Office, Data Warehousing, Microsoft Excel, Analysis, Agile Methodologies
Education
University of Colorado at Denver 2011 — 2015
Master of Science (M.S.), Business Intelligence; Information Systems; Business Analytics
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (B.A.) Minor in Business, Political Science
Jeremy Neff's Scottrade Experience January 2009 - December 2009
Job Manager, Brand and Consumer Analytics at BrownForman
Industry Market Research
Experience
Brown-Forman November 2014 - Present
Brown-Forman August 2011 - November 2014
Brown-Forman April 2010 - August 2011
Scottrade January 2009 - December 2009
Education
University of Louisville 2005 — 2009
Bachelors of Science in Business Administration, Marketing Major, Communications Minor, Economics Minor
Brown-Forman November 2014 - Present
Brown-Forman August 2011 - November 2014
Brown-Forman April 2010 - August 2011
Scottrade January 2009 - December 2009
Education
University of Louisville 2005 — 2009
Bachelors of Science in Business Administration, Marketing Major, Communications Minor, Economics Minor
Tanner Thimling's Scottrade Experience January 2009 - December 2010
Job at
Industry Accounting
Experience
Indiana University Bloomington June 2014 - Present
French Lick Resort October 2013 - June 2014
French Lick Resort August 2012 - October 2013
Springleaf Financial Services December 2010 - July 2012
Scottrade January 2009 - December 2010
Transworld Entertainment Corp September 2007 - November 2008
Skills
Access, Microsoft Excel, Customer Service, Finance, Risk Management, PowerPoint, Microsoft Word, Sales, Business Planning, Accounting, Investments
Education
University of Evansville 2006 — 2010
BSBA, Finance
Indiana University Bloomington June 2014 - Present
French Lick Resort October 2013 - June 2014
French Lick Resort August 2012 - October 2013
Springleaf Financial Services December 2010 - July 2012
Scottrade January 2009 - December 2010
Transworld Entertainment Corp September 2007 - November 2008
Skills
Access, Microsoft Excel, Customer Service, Finance, Risk Management, PowerPoint, Microsoft Word, Sales, Business Planning, Accounting, Investments
Education
University of Evansville 2006 — 2010
BSBA, Finance
Carol Jiao's Scottrade Experience May 2010 - May 2012
Job Broker
Industry Financial Services
Experience
Olin Brass January 2012 - January 2014
Scottrade May 2010 - May 2012
Skills
Brokerage, Investments, Financial Modeling, Analysis, Financial Analysis, Strategy, Leadership, Management Consulting, Valuation, Microsoft Office, Business Analysis, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business
Olin Brass January 2012 - January 2014
Scottrade May 2010 - May 2012
Skills
Brokerage, Investments, Financial Modeling, Analysis, Financial Analysis, Strategy, Leadership, Management Consulting, Valuation, Microsoft Office, Business Analysis, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business
Alexis deYoung's Scottrade Experience January 2012 - August 2012
Job Underwriter Trainee at Mortgage Solutions of Colorado
Industry Retail
Experience
Mortgage Solutions of Colorado January 2013 - Present
T. Rowe Price September 2012 - December 2012
Scottrade January 2012 - August 2012
T. Rowe Price October 2011 - January 2012
Marigold Cafe and Bakery March 2011 - October 2011
Starbucks Coffee Company October 2009 - March 2011
Skills
Payroll, Mortgage Underwriting, Team Leadership, Customer Service, Hands-on Training, Data Processing, Conflict Resolution
Education
University of Colorado at Colorado Springs 2009 — 2012
Business, Finance and Economics, Senior
Mortgage Solutions of Colorado January 2013 - Present
T. Rowe Price September 2012 - December 2012
Scottrade January 2012 - August 2012
T. Rowe Price October 2011 - January 2012
Marigold Cafe and Bakery March 2011 - October 2011
Starbucks Coffee Company October 2009 - March 2011
Skills
Payroll, Mortgage Underwriting, Team Leadership, Customer Service, Hands-on Training, Data Processing, Conflict Resolution
Education
University of Colorado at Colorado Springs 2009 — 2012
Business, Finance and Economics, Senior
Mathew Vogels's Scottrade Experience September 2009 - May 2011
Job Designer + Evangelist at Webflow, Inc.
Industry Computer Software
Experience
Webflow, Inc. March 2014 - Present
PaySimple June 2012 - Present
Lapfour 2014 - 2014
Equus Software May 2011 - June 2012
Scottrade September 2009 - May 2011
Skills
SEO, Digital Marketing, Social Media Marketing, Brand Management, Graphic Design, Public Speaking, Networking, Communication, Writing, Project Management, Project Planning, Agile Methodologies, Online Advertising, Adobe Creative Suite, Marketing, Management, Salesforce.com, Entrepreneurship, Marketing Strategy, Start-ups, E-commerce, Online Marketing
Education
University of Colorado at Denver 2009 — 2011
Finance, Economics, Finance, Accounting, Management, Graphic Design
Webflow, Inc. March 2014 - Present
PaySimple June 2012 - Present
Lapfour 2014 - 2014
Equus Software May 2011 - June 2012
Scottrade September 2009 - May 2011
Skills
SEO, Digital Marketing, Social Media Marketing, Brand Management, Graphic Design, Public Speaking, Networking, Communication, Writing, Project Management, Project Planning, Agile Methodologies, Online Advertising, Adobe Creative Suite, Marketing, Management, Salesforce.com, Entrepreneurship, Marketing Strategy, Start-ups, E-commerce, Online Marketing
Education
University of Colorado at Denver 2009 — 2011
Finance, Economics, Finance, Accounting, Management, Graphic Design
Rebecca Norfleet's Scottrade Experience April 2010 - Present
Job Scrum Master/Project Manager at Scottrade
Industry Financial Services
Experience
Scottrade April 2010 - Present
Scottrade April 2010 - March 2012
AT&T/Amdocs August 2000 - April 2010
Skills
Project Management, SDLC, COBOL, JCL, Agile Methodologies, Waterfall
Education
University of Central Missouri 1996 — 2000
BS, Computer Information Systems
University of Central Missouri
Bachelor of Business Administration (B.B.A.), Computer Information Systems
University of Central Missouri
Bachelor of Business Administration (B.B.A.), Computer Information Systems
University of Central Missouri
Computer Information Systems
Scottrade April 2010 - Present
Scottrade April 2010 - March 2012
AT&T/Amdocs August 2000 - April 2010
Skills
Project Management, SDLC, COBOL, JCL, Agile Methodologies, Waterfall
Education
University of Central Missouri 1996 — 2000
BS, Computer Information Systems
University of Central Missouri
Bachelor of Business Administration (B.B.A.), Computer Information Systems
University of Central Missouri
Bachelor of Business Administration (B.B.A.), Computer Information Systems
University of Central Missouri
Computer Information Systems
Matthew McMenamin's Scottrade Experience October 2005 - July 2014
Job Investment Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2015 - Present
3DP VISION July 2014 - September 2014
Scottrade October 2005 - July 2014
Skills
Series 7, Series 63, Equities, Options, FINRA, ETFs, Trading, Equity Trading, Securities, Investments, Options Strategies, Mutual Funds, Fixed Income, Investment Strategies, Portfolio Management, Financial Markets, Wealth Management, Asset Allocation, Bloomberg, Bonds, Electronic Trading, Equity Derivatives, Hedging, Investment Advisory, Series 24, Trading Strategies, Uniform Combined State..., Finance, Leadership, Sales
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelor of Science, Double Major in Finance and Marketing, Minor in Economics
T. Rowe Price January 2015 - Present
3DP VISION July 2014 - September 2014
Scottrade October 2005 - July 2014
Skills
Series 7, Series 63, Equities, Options, FINRA, ETFs, Trading, Equity Trading, Securities, Investments, Options Strategies, Mutual Funds, Fixed Income, Investment Strategies, Portfolio Management, Financial Markets, Wealth Management, Asset Allocation, Bloomberg, Bonds, Electronic Trading, Equity Derivatives, Hedging, Investment Advisory, Series 24, Trading Strategies, Uniform Combined State..., Finance, Leadership, Sales
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelor of Science, Double Major in Finance and Marketing, Minor in Economics
Christopher Wittenberg's Scottrade Experience May 2012 - August 2012
Job Software Consultant at SSP Innovations, LLC
Industry Computer Software
Experience
SSP Innovations, LLC January 2015 - Present
Genscape, Inc. June 2013 - October 2013
Scottrade May 2012 - August 2012
Skills
COBOL, Microsoft Office, SQL, Databases, Program Management, Java, C#, Programming, C++, Eagle Scout, Cpr Certified, Ruby, Ruby on Rails, Python, JavaScript, C, MongoDB
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Arts (B.A.), Computer Science and Economics
University of Colorado at Boulder 2011 — 2014
Bachelor of Arts in Computer Science and Economics, Computer Science and Economics
SSP Innovations, LLC January 2015 - Present
Genscape, Inc. June 2013 - October 2013
Scottrade May 2012 - August 2012
Skills
COBOL, Microsoft Office, SQL, Databases, Program Management, Java, C#, Programming, C++, Eagle Scout, Cpr Certified, Ruby, Ruby on Rails, Python, JavaScript, C, MongoDB
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Arts (B.A.), Computer Science and Economics
University of Colorado at Boulder 2011 — 2014
Bachelor of Arts in Computer Science and Economics, Computer Science and Economics
Cindy Chau's Scottrade Experience March 2011 - March 2012
Job CPA, Audit Associate at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors January 2014 - Present
Brown Brothers Harriman March 2012 - August 2013
Scottrade March 2011 - March 2012
Scottrade August 2010 - March 2011
Skills
Bonds, Trading, Mutual Funds, Securities, Derivatives, Financial Accounting
Education
University of Colorado at Denver 2012 — 2013
Master's degree, Accounting
University of Missouri-Saint Louis 2007 — 2011
Bachelor of Arts, Mathematics and; Business Administration
BKD CPAs & Advisors January 2014 - Present
Brown Brothers Harriman March 2012 - August 2013
Scottrade March 2011 - March 2012
Scottrade August 2010 - March 2011
Skills
Bonds, Trading, Mutual Funds, Securities, Derivatives, Financial Accounting
Education
University of Colorado at Denver 2012 — 2013
Master's degree, Accounting
University of Missouri-Saint Louis 2007 — 2011
Bachelor of Arts, Mathematics and; Business Administration
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
Bryan O'Malley's Scottrade Experience June 2012 - June 2013
Job Software Engineer at Markit
Industry Financial Services
Experience
Markit June 2013 - Present
Scottrade June 2012 - June 2013
University of Colorado at Boulder August 2007 - May 2012
Scottrade April 2011 - December 2011
Skills
Matlab, Mathematica, LaTeX, Statistics, C++, Data Analysis, Mathematical Modeling, Numerical Analysis, Research, Applied Mathematics, C, Programming, Java, Data Mining
Education
University of Colorado at Boulder 2007 — 2012
Bachelor's of Science, Applied Mathematics
Markit June 2013 - Present
Scottrade June 2012 - June 2013
University of Colorado at Boulder August 2007 - May 2012
Scottrade April 2011 - December 2011
Skills
Matlab, Mathematica, LaTeX, Statistics, C++, Data Analysis, Mathematical Modeling, Numerical Analysis, Research, Applied Mathematics, C, Programming, Java, Data Mining
Education
University of Colorado at Boulder 2007 — 2012
Bachelor's of Science, Applied Mathematics
Shelly Scopel's Scottrade Experience August 2015 - Present
Job Attorney
Industry Law Practice
Experience
Scottrade August 2015 - Present
Education
University of Iowa College of Law
Doctor of Law (J.D.)
Scottrade August 2015 - Present
Education
University of Iowa College of Law
Doctor of Law (J.D.)
Dan Roddy's Scottrade Experience May 2008 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2008 - Present
Education
University of Massachusetts Boston
Scottrade May 2008 - Present
Education
University of Massachusetts Boston
Ailoan Tran's Scottrade Experience March 2010 - July 2011
Job Manager, Quality of Assurance at Trurst company of America
Industry Financial Services
Experience
Trust Company of America July 2011 - Present
Scottrade March 2010 - July 2011
Computer Research, Inc. October 2007 - March 2010
Broadridge Financial Solutions 2005 - 2007
Skills
Software Quality..., SDLC, Requirements Analysis, Agile Methodologies, Testing, Process Improvement, User Acceptance Testing, Software Documentation, Quality Assurance, Unix, SQL, Software Development, Requirements Gathering, Business Requirements, Regression Testing, Software Project..., Business Analysis, DB2, Test Planning, Databases, Integration, XML, SharePoint, Visio, Microsoft SQL Server, Scrum, Systems Analysis, PMP, Oracle, Data Warehousing, Enterprise Architecture, Analysis, Quality Center, Disaster Recovery, COBOL, Vendor Management
Education
University of Colorado at Denver
Bachelor's degree, Management Information Systems, General
Trust Company of America July 2011 - Present
Scottrade March 2010 - July 2011
Computer Research, Inc. October 2007 - March 2010
Broadridge Financial Solutions 2005 - 2007
Skills
Software Quality..., SDLC, Requirements Analysis, Agile Methodologies, Testing, Process Improvement, User Acceptance Testing, Software Documentation, Quality Assurance, Unix, SQL, Software Development, Requirements Gathering, Business Requirements, Regression Testing, Software Project..., Business Analysis, DB2, Test Planning, Databases, Integration, XML, SharePoint, Visio, Microsoft SQL Server, Scrum, Systems Analysis, PMP, Oracle, Data Warehousing, Enterprise Architecture, Analysis, Quality Center, Disaster Recovery, COBOL, Vendor Management
Education
University of Colorado at Denver
Bachelor's degree, Management Information Systems, General
AKBAR MEHERALI's Scottrade Experience November 2005 - Present
Job BRANCH MANAGER at Scottrade
Industry Financial Services
Experience
Scottrade November 2005 - Present
Scottrade June 2002 - November 2005
Scottrade September 2000 - June 2002
KPMG LLP November 2001 - May 2002
CORPORATE MANAGEMENT INC October 1997 - January 2001
Skills
NASD, CPA, Customer Service, Finance, Securities, Credit, Software Documentation, Investments, Recruiting, Teamwork, Financial Analysis, Accounts Payable, Payroll, Banking, Account Reconciliation, Financial Reporting, Accounts Receivable, Auditing, Accounting, Mergers & Acquisitions, Research, Trading, Management, Marketing, Series 7, Financial Services, Mutual Funds, Strategic Financial...
Education
University of Houston 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Scottrade November 2005 - Present
Scottrade June 2002 - November 2005
Scottrade September 2000 - June 2002
KPMG LLP November 2001 - May 2002
CORPORATE MANAGEMENT INC October 1997 - January 2001
Skills
NASD, CPA, Customer Service, Finance, Securities, Credit, Software Documentation, Investments, Recruiting, Teamwork, Financial Analysis, Accounts Payable, Payroll, Banking, Account Reconciliation, Financial Reporting, Accounts Receivable, Auditing, Accounting, Mergers & Acquisitions, Research, Trading, Management, Marketing, Series 7, Financial Services, Mutual Funds, Strategic Financial...
Education
University of Houston 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Abraham Dhorajiwala's Scottrade Experience December 2011 - August 2012
Job Financial Analyst at Anixter
Industry Financial Services
Experience
Anixter July 2014 - Present
Scottrade December 2011 - August 2012
PageComm Wireless-Limited June 2009 - June 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Access, SQL, Team Leadership, Corporate Communications, PowerPoint, Financial Modeling, Bloomberg, Project Management, Investments, Management, Customer Service
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science, Finance
Anixter July 2014 - Present
Scottrade December 2011 - August 2012
PageComm Wireless-Limited June 2009 - June 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Access, SQL, Team Leadership, Corporate Communications, PowerPoint, Financial Modeling, Bloomberg, Project Management, Investments, Management, Customer Service
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science, Finance
SHERIN PAUL's Scottrade Experience January 2014 - May 2014
Job Financial Analyst
Industry Financial Services
Experience
Comcast Cable July 2014 - Present
University of Denver June 2013 - Present
University of Denver June 2013 - June 2014
Scottrade January 2014 - May 2014
Premiere Mint Condition Inc September 2013 - December 2013
M.A. College of Engineering, India July 2006 - October 2009
Skills
Data Analysis, Statistics, Financial Analysis, Risk Management, Financial Econometrics, Project Management, Research, Financial Modeling, Financial Valuation, Microsoft Office, Leadership Development, SNL, VBA, Crystal Ball, Capital IQ, Eviews, Benefit Cost Analysis, PowerPoint, Economics, Public Speaking, Access, Mergers & Acquisitions, Accounting, Team Management
Education
University of Denver - Daniels College of Business 2012 — 2014
Master's Degree
University of Denver - Daniels College of Business 2012 — 2014
Master of Science in Finance
M.A. College of Engineering,India 2002 — 2006
Bachelor's degree
Comcast Cable July 2014 - Present
University of Denver June 2013 - Present
University of Denver June 2013 - June 2014
Scottrade January 2014 - May 2014
Premiere Mint Condition Inc September 2013 - December 2013
M.A. College of Engineering, India July 2006 - October 2009
Skills
Data Analysis, Statistics, Financial Analysis, Risk Management, Financial Econometrics, Project Management, Research, Financial Modeling, Financial Valuation, Microsoft Office, Leadership Development, SNL, VBA, Crystal Ball, Capital IQ, Eviews, Benefit Cost Analysis, PowerPoint, Economics, Public Speaking, Access, Mergers & Acquisitions, Accounting, Team Management
Education
University of Denver - Daniels College of Business 2012 — 2014
Master's Degree
University of Denver - Daniels College of Business 2012 — 2014
Master of Science in Finance
M.A. College of Engineering,India 2002 — 2006
Bachelor's degree
Dennis Le's Scottrade Experience 2013 - Present
Job Stockbroker Trainee at Scottrade
Industry Financial Services
Experience
Scottrade 2013 - Present
Scottrade 2007 - 2012
First Convenience Bank 2006 - 2007
Washington Mutual Bank 2004 - 2006
Skills
Equities
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Finance, General
Scottrade 2013 - Present
Scottrade 2007 - 2012
First Convenience Bank 2006 - 2007
Washington Mutual Bank 2004 - 2006
Skills
Equities
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA), Finance, General
Bendigo Agnew's Scottrade Experience December 2008 - July 2015
Job Bank of America
Industry Financial Services
Experience
Scottrade December 2008 - July 2015
Skills
Securities, Fixed Income, Derivatives, Options, Equities
Education
University of Colorado at Colorado Springs 2005 — 2008
Bachelor of Science (BS) in Business, Accounting and Finance
University of Colorado at Colorado Springs 2005 — 2008
Bachelor's degree, Accounting and Finance
Scottrade December 2008 - July 2015
Skills
Securities, Fixed Income, Derivatives, Options, Equities
Education
University of Colorado at Colorado Springs 2005 — 2008
Bachelor of Science (BS) in Business, Accounting and Finance
University of Colorado at Colorado Springs 2005 — 2008
Bachelor's degree, Accounting and Finance
Abbey Parker's Scottrade Experience December 2013 - Present
Job Student at University of Colorado Colorado Springs
Industry Research
Experience
Scottrade December 2013 - Present
Starbucks April 2011 - July 2014
Skills
SQL, CSS, Data Analysis, Quantitative Analytics, JavaScript, Editing, Teaching, Photography, Quantitative Research, Stata, Business Analysis, Policy Analysis
Education
University of Colorado Colorado Springs 2012 — 2015
Economics, Mathematics
Scottrade December 2013 - Present
Starbucks April 2011 - July 2014
Skills
SQL, CSS, Data Analysis, Quantitative Analytics, JavaScript, Editing, Teaching, Photography, Quantitative Research, Stata, Business Analysis, Policy Analysis
Education
University of Colorado Colorado Springs 2012 — 2015
Economics, Mathematics
Yale Jaffe's Scottrade Experience May 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Phil Callaghan's Scottrade Experience March 2010 - March 2015
Job Senior Database Analyst Software Developer
Industry Research
Experience
Scottrade March 2010 - March 2015
Computer Research Inc (CRI) a Scottrade Subsidiary March 2007 - March 2010
Group 1 Software a Pitney Bowes Company October 2005 - March 2007
Skills
Software Development, Management, Integration, Business Analysis, Leadership, Business Intelligence, Data Analysis, SDLC, Requirements Analysis, Testing, Database Design, Logical Data Modeling, Physical Data Modeling, Relational Data Modeling, SQL, DB2, Microsoft SQL Server, PostgreSQL, Oracle Database, Oracle SQL Developer, IMS DB/DC, MySQL, Apache Derby, Warehouse Management, Dimensional Modeling, Programming Languages, C, C++, C#, Java Enterprise Edition, COBOL, RPG, PL/SQL, Perl, Scripting, Awk, Sed, csh, ksh, Bash, IBM Mainframe, IBM iSeries, Unix, Red Hat Linux, System Administration, XML Schema, Shredding, XPath, XML, Sun Certified Java...
Education
University of Colorado Boulder 1992 — 1996
Bachelor’s Degree, Applied Mathematics
University of Colorado Boulder 1992 — 1996
Bachelor’s Degree, Applied Economics
Scottrade March 2010 - March 2015
Computer Research Inc (CRI) a Scottrade Subsidiary March 2007 - March 2010
Group 1 Software a Pitney Bowes Company October 2005 - March 2007
Skills
Software Development, Management, Integration, Business Analysis, Leadership, Business Intelligence, Data Analysis, SDLC, Requirements Analysis, Testing, Database Design, Logical Data Modeling, Physical Data Modeling, Relational Data Modeling, SQL, DB2, Microsoft SQL Server, PostgreSQL, Oracle Database, Oracle SQL Developer, IMS DB/DC, MySQL, Apache Derby, Warehouse Management, Dimensional Modeling, Programming Languages, C, C++, C#, Java Enterprise Edition, COBOL, RPG, PL/SQL, Perl, Scripting, Awk, Sed, csh, ksh, Bash, IBM Mainframe, IBM iSeries, Unix, Red Hat Linux, System Administration, XML Schema, Shredding, XPath, XML, Sun Certified Java...
Education
University of Colorado Boulder 1992 — 1996
Bachelor’s Degree, Applied Mathematics
University of Colorado Boulder 1992 — 1996
Bachelor’s Degree, Applied Economics
Terry Voss's Scottrade Experience January 2006 - July 2015
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - July 2015
Charles Schwab May 1995 - December 2005
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Scottrade January 2006 - July 2015
Charles Schwab May 1995 - December 2005
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank