Scottrade Company
Industry: Banking company
DescriptionScottrade was a discount brokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Customer service: 00 1 314-543-6188 Headquarters: St. Louis, Missouri, United States Founder: Rodger O. Riney Founded: 1980, Scottsdale, Arizona, United States Parent organization: TD Ameritrade Subsidiary: FocusShares Trust
Scottrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scottrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Scottrade Salaries. You can even request information on how much does Scottrade pay if you want to. Learn about salaries, pros and cons of working for Scottrade directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,787 Scottrade employees in database. Find out everything there's to know about Scottrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scottrade Employees
Employee
Years
Job
Industry
Jared Van Bemmel Jared Van Bemmel's Scottrade Experience January 2008 - May 2008
Job Pricing Analyst at The Walt Disney Company
Industry Market Research
Experience
The Walt Disney Company September 2013 - Present
Bureau of Labor Statistics March 2012 - August 2013
University of South Florida January 2011 - December 2011
University Bicycle Center May 2008 - January 2011
Scottrade January 2008 - May 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft PowePoint, Microsoft Access, Microsoft Publisher, Stata, SPSS, Statistix, Microsoft Dynamics, Janus, SAS, PowerPoint, Economic Research, Econometric Modeling, SQL, Data Analysis, Econometrics, Economics, Research, Budgets, Statistics, Quantitative Analytics, Financial Analysis, Access, Statistical Modeling, Macroeconomics, Eviews, Risk Analysis, Time Series Analysis, Microsoft Office
Education
University of South Florida 2010 — 2011
Masters Degree, Economics
University of South Florida 2005 — 2009
Bachelors Degree, Economics
The Walt Disney Company September 2013 - Present
Bureau of Labor Statistics March 2012 - August 2013
University of South Florida January 2011 - December 2011
University Bicycle Center May 2008 - January 2011
Scottrade January 2008 - May 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft PowePoint, Microsoft Access, Microsoft Publisher, Stata, SPSS, Statistix, Microsoft Dynamics, Janus, SAS, PowerPoint, Economic Research, Econometric Modeling, SQL, Data Analysis, Econometrics, Economics, Research, Budgets, Statistics, Quantitative Analytics, Financial Analysis, Access, Statistical Modeling, Macroeconomics, Eviews, Risk Analysis, Time Series Analysis, Microsoft Office
Education
University of South Florida 2010 — 2011
Masters Degree, Economics
University of South Florida 2005 — 2009
Bachelors Degree, Economics
Chase McBride Chase McBride's Scottrade Experience May 2008 - August 2010
Job Attorney at Law at Rice Law Firm and Adjunct Professor at Rose State College
Industry Law Practice
Experience
Rice Law Firm May 2013 - Present
Edmonds Cole Law Firm March 2012 - May 2013
Legal Aid Services of Oklahoma May 2011 - August 2011
Crane Carrier Company May 2010 - August 2010
Scottrade May 2008 - August 2010
Red Bull July 2008 - May 2010
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Social Media, Customer Service, Fundraising, Social Networking, Outlook, Management
Education
University of Oklahoma College of Law 2010 — 2014
Juris Doctorate
University of Oklahoma - Price College of Business 2010 — 2014
Master of Business Administration (MBA)
University of Tulsa 2006 — 2010
Bachelor of Science in Business Administration, Finance, Economics
Pryor High School 2004 — 2006
High School Diploma
Rice Law Firm May 2013 - Present
Edmonds Cole Law Firm March 2012 - May 2013
Legal Aid Services of Oklahoma May 2011 - August 2011
Crane Carrier Company May 2010 - August 2010
Scottrade May 2008 - August 2010
Red Bull July 2008 - May 2010
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Social Media, Customer Service, Fundraising, Social Networking, Outlook, Management
Education
University of Oklahoma College of Law 2010 — 2014
Juris Doctorate
University of Oklahoma - Price College of Business 2010 — 2014
Master of Business Administration (MBA)
University of Tulsa 2006 — 2010
Bachelor of Science in Business Administration, Finance, Economics
Pryor High School 2004 — 2006
High School Diploma
Sam Peterson Sam Peterson's Scottrade Experience March 2010 - November 2011
Job Senior Financial Analyst Consumer Digital Tech at Nike
Industry Consumer Goods
Experience
Nike July 2014 - Present
Pacific Natural Foods September 2011 - June 2014
Scottrade March 2010 - November 2011
Skills
Innatrack, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Word, Economics, Outlook, Forecasting, Financial Statement..., Training, Accounting, Access, Management, Analysis, Leadership
Education
University of Oregon 2007 — 2011
Bachelor of Science (B.S.), Business Administration -- Finance
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration -- Finance
Nike July 2014 - Present
Pacific Natural Foods September 2011 - June 2014
Scottrade March 2010 - November 2011
Skills
Innatrack, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Word, Economics, Outlook, Forecasting, Financial Statement..., Training, Accounting, Access, Management, Analysis, Leadership
Education
University of Oregon 2007 — 2011
Bachelor of Science (B.S.), Business Administration -- Finance
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration -- Finance
David Padro David Padro's Scottrade Experience November 2013 - September 2014
Job Finance Professional | Investments Specialist | Business and Financial Analyst
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation January 2015 - Present
T. Rowe Price September 2014 - January 2015
Scottrade November 2013 - September 2014
Caribbean Escapes January 2012 - October 2013
Skills
Leadership, Teamwork, Microsoft Office, Customer Service, Sales, English, Customer Satisfaction, Management, Microsoft Word, Social Networking, Microsoft Excel, Project Management, Cooperation, Time Management, Market Research, Hospitality, Training, Advertising, Data Analysis, PowerPoint, International Business, Hospitality Industry, Public Speaking, Team Leadership, Social Media Marketing, Fundraising, Analysis, Public Relations, Marketing, Social Media, Editing, Marketing Communications, Research, Hospitality Management, Restaurants, Spanish, Communication, Investments, Solutions Development, Client Relations, Relationship Building, Credit Analysis, Portfolio Management, Strategic Planning, Growth Value
Education
University of South Florida 2011 — 2014
Bachelor of Science (B.S.), Finance
Hillsborough Community College 2010 — 2012
Associate of Science, Liberal Arts
The Depository Trust & Clearing Corporation January 2015 - Present
T. Rowe Price September 2014 - January 2015
Scottrade November 2013 - September 2014
Caribbean Escapes January 2012 - October 2013
Skills
Leadership, Teamwork, Microsoft Office, Customer Service, Sales, English, Customer Satisfaction, Management, Microsoft Word, Social Networking, Microsoft Excel, Project Management, Cooperation, Time Management, Market Research, Hospitality, Training, Advertising, Data Analysis, PowerPoint, International Business, Hospitality Industry, Public Speaking, Team Leadership, Social Media Marketing, Fundraising, Analysis, Public Relations, Marketing, Social Media, Editing, Marketing Communications, Research, Hospitality Management, Restaurants, Spanish, Communication, Investments, Solutions Development, Client Relations, Relationship Building, Credit Analysis, Portfolio Management, Strategic Planning, Growth Value
Education
University of South Florida 2011 — 2014
Bachelor of Science (B.S.), Finance
Hillsborough Community College 2010 — 2012
Associate of Science, Liberal Arts
Austin Sanders Austin Sanders's Scottrade Experience November 2011 - Present
Job National Service Center Stock Broker at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Allen Partners May 2011 - October 2011
Skills
Equities, Investments, Mutual Funds, Series 7, Series 63, Financial Analysis, Finance, Portfolio Management, Trading, Microsoft Excel, Securities, Customer Service, Microsoft Office, Financial Services
Education
University of Northern Colorado 2007 — 2011
BS in Business Administration, Finance
Scottrade November 2011 - Present
Allen Partners May 2011 - October 2011
Skills
Equities, Investments, Mutual Funds, Series 7, Series 63, Financial Analysis, Finance, Portfolio Management, Trading, Microsoft Excel, Securities, Customer Service, Microsoft Office, Financial Services
Education
University of Northern Colorado 2007 — 2011
BS in Business Administration, Finance
F. Gabriel Santa Cruz F. Gabriel Santa Cruz's Scottrade Experience January 2010 - February 2011
Job VP of Operations at Zymplr, LC
Industry Sporting Goods
Experience
Saint Louis Abbey/Saint Louis Priory School May 2014 - Present
Zymplr, LC August 2013 - Present
Centric Consulting November 2012 - January 2014
MMBiosensing, LLC July 2012 - March 2013
Peter & Paul Community Services July 2012 - December 2012
Washington University in St. Louis September 2009 - May 2012
Scottrade January 2010 - February 2011
Sara Lee October 2007 - January 2010
HiSoft Envisage September 2004 - September 2007
Akibia Consulting April 2000 - April 2004
Skills
Siebel, CRM software, Process Development, Process Improvement, Software Project..., Offshore Project..., Functional Analysis, Functional Design, Technical Architecture, Technology Integration, Web Applications, SQL Server, Oracle, Software Training, Software Sales, Siebel EAI, JavaScript, Project Management, CRM, Microsoft SQL Server, Process Simulation, Hands-on Training, Enterprise Architecture, Software Industry, Business Intelligence, Business Analysis, Requirements Analysis, Integration, Business Process, Business Planning, Requirements Gathering, SDLC, Leadership, IT Strategy, Business Process...
Education
Washington University in St. Louis - Olin Business School 2009 — 2012
MBA, Entrepreneurship and Marketing
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science, Economics
Priory 1986 — 1992
Saint Louis Abbey/Saint Louis Priory School May 2014 - Present
Zymplr, LC August 2013 - Present
Centric Consulting November 2012 - January 2014
MMBiosensing, LLC July 2012 - March 2013
Peter & Paul Community Services July 2012 - December 2012
Washington University in St. Louis September 2009 - May 2012
Scottrade January 2010 - February 2011
Sara Lee October 2007 - January 2010
HiSoft Envisage September 2004 - September 2007
Akibia Consulting April 2000 - April 2004
Skills
Siebel, CRM software, Process Development, Process Improvement, Software Project..., Offshore Project..., Functional Analysis, Functional Design, Technical Architecture, Technology Integration, Web Applications, SQL Server, Oracle, Software Training, Software Sales, Siebel EAI, JavaScript, Project Management, CRM, Microsoft SQL Server, Process Simulation, Hands-on Training, Enterprise Architecture, Software Industry, Business Intelligence, Business Analysis, Requirements Analysis, Integration, Business Process, Business Planning, Requirements Gathering, SDLC, Leadership, IT Strategy, Business Process...
Education
Washington University in St. Louis - Olin Business School 2009 — 2012
MBA, Entrepreneurship and Marketing
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science, Economics
Priory 1986 — 1992
Emily Marie Robancho Emily Marie Robancho's Scottrade Experience May 2007 - April 2013
Job Payroll & Cash Manager at Laborers Funds Administrative Office of Northern California
Industry Nonprofit Organization Management
Experience
Laborers Funds Administrative Office of Northern California February 2014 - Present
Jelly Belly Candy Company January 2014 - February 2014
Solano County Office of Education August 2013 - November 2013
Scottrade May 2007 - April 2013
Skills
Mutual Funds, PowerPoint, Financial Analysis, Investments, Customer Service, Finance, Banking, Accounting, Leadership, Fixed Income, SEP IRA, Outlook, Analysis, Economics, Simple IRA, Microsoft Word, Office Administration, Superior Client Service, Communication Skills, ERP, Cash Management, Accounts Payable, Employee Benefits, Payroll, Account Reconciliation, General Ledger, Journal Entries, Spreadsheets, Cash Flow
Education
University of Phoenix 2007 — 2009
Bachelors of Science in Business Administration with a Concentration in Finance
Laborers Funds Administrative Office of Northern California February 2014 - Present
Jelly Belly Candy Company January 2014 - February 2014
Solano County Office of Education August 2013 - November 2013
Scottrade May 2007 - April 2013
Skills
Mutual Funds, PowerPoint, Financial Analysis, Investments, Customer Service, Finance, Banking, Accounting, Leadership, Fixed Income, SEP IRA, Outlook, Analysis, Economics, Simple IRA, Microsoft Word, Office Administration, Superior Client Service, Communication Skills, ERP, Cash Management, Accounts Payable, Employee Benefits, Payroll, Account Reconciliation, General Ledger, Journal Entries, Spreadsheets, Cash Flow
Education
University of Phoenix 2007 — 2009
Bachelors of Science in Business Administration with a Concentration in Finance
CA Bhavana Lahoti CA Bhavana Lahoti's Scottrade Experience May 2014 - Present
Job Partner
Industry Management Consulting
Experience
Scottrade May 2014 - Present
DiVi-US, LLC March 2014 - Present
M/s B Bharadia & Co September 2002 - Present
Ernst & Young September 2010 - February 2014
Cost Segregation Specialists LLC July 2009 - August 2010
Stinnett & Associates October 2008 - July 2009
Gaming Board at Creek Nation Casinos January 2008 - October 2008
Tata Motors October 2002 - April 2005
M/s B B Bharadia & Co August 1997 - September 2002
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Audits, Due Diligence, Internal Controls, IT Audit, Enterprise Risk..., Risk Management, SAS70, Risk Assessment, Tax, Program Management, Tax Preparation, Business Process, Third Party Reporting, AT 101, Service Organization..., IT and Business Process..., Audit, Compliance Audits, Risk, Compliance, Change Management, Business Process..., IT Governance, SOX, Cost Segregation, Tax Return Preparation, IT Security Assessments, Project Management, PCI DSS, GLBA, Leadership, Team Building, Teamwork, Cross-functional Team..., Global Sourcing, Financial Risk, Governance, Financial Services, Accounting, Management, Financial Analysis, Consulting, Process Improvement, Finance
Education
ISACA 2015 — 2015
COBIT 5 Foundation Certificate, Governance and Management of Enterprise IT
IAPP 2012 — 2012
CIPP/IT, IAPP Privacy Certification
Certified Public Accountant 2005 — 2006
American Institute of Certified Public Accountant, CPA, CITP
Institute of Chartered Accountants of India 2003 — 2004
DISA, Information Systems Audit
Institute of Chartered Accountants of India 1997 — 2001
ICAI, FCA
University of Pune 1997 — 2000
B. Com, Accountancy
Scottrade May 2014 - Present
DiVi-US, LLC March 2014 - Present
M/s B Bharadia & Co September 2002 - Present
Ernst & Young September 2010 - February 2014
Cost Segregation Specialists LLC July 2009 - August 2010
Stinnett & Associates October 2008 - July 2009
Gaming Board at Creek Nation Casinos January 2008 - October 2008
Tata Motors October 2002 - April 2005
M/s B B Bharadia & Co August 1997 - September 2002
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Audits, Due Diligence, Internal Controls, IT Audit, Enterprise Risk..., Risk Management, SAS70, Risk Assessment, Tax, Program Management, Tax Preparation, Business Process, Third Party Reporting, AT 101, Service Organization..., IT and Business Process..., Audit, Compliance Audits, Risk, Compliance, Change Management, Business Process..., IT Governance, SOX, Cost Segregation, Tax Return Preparation, IT Security Assessments, Project Management, PCI DSS, GLBA, Leadership, Team Building, Teamwork, Cross-functional Team..., Global Sourcing, Financial Risk, Governance, Financial Services, Accounting, Management, Financial Analysis, Consulting, Process Improvement, Finance
Education
ISACA 2015 — 2015
COBIT 5 Foundation Certificate, Governance and Management of Enterprise IT
IAPP 2012 — 2012
CIPP/IT, IAPP Privacy Certification
Certified Public Accountant 2005 — 2006
American Institute of Certified Public Accountant, CPA, CITP
Institute of Chartered Accountants of India 2003 — 2004
DISA, Information Systems Audit
Institute of Chartered Accountants of India 1997 — 2001
ICAI, FCA
University of Pune 1997 — 2000
B. Com, Accountancy
Daniel Alcala Daniel Alcala's Scottrade Experience November 2007 - January 2013
Job Relationship Manager / Sales Supervisor at Foothill Securities
Industry Financial Services
Experience
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Keelie Cox's Scottrade Experience May 2012 - Present
Job Investment Consultant at Scottrade
Industry Marketing and Advertising
Experience
Scottrade May 2012 - Present
Scottrade March 2010 - Present
Skills
Market Research, Customer Service, Problem Solving, Finance, Gaming Industry, Banking, Event Planning, Marketing Communications, Public Speaking, Sales, Social Media, Social Media Marketing
Education
University of Nevada-Reno 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Scottrade May 2012 - Present
Scottrade March 2010 - Present
Skills
Market Research, Customer Service, Problem Solving, Finance, Gaming Industry, Banking, Event Planning, Marketing Communications, Public Speaking, Sales, Social Media, Social Media Marketing
Education
University of Nevada-Reno 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
John F. Goforth's Scottrade Experience January 2007 - February 2009
Job Biomedical Equipment Technician at Cape Fear Valley Health System
Industry Business Supplies and Equipment
Experience
Cape Fear Valley Health System November 2013 - Present
Freelance January 2008 - Present
DEK Medical January 2013 - November 2013
Goforth Mechanical Air Conditioning and Heating March 2011 - November 2013
Helping Hands Specialized Transportation October 2010 - March 2011
Scottrade January 2007 - February 2009
Kohls August 2003 - March 2007
Skills
Sales, Customer Service, Time Management, Microsoft Excel, Leadership, VBA, Team Leadership, Account Management, Business-minded, Creative Nonfiction..., Customer Satisfaction, Management, Data Entry, Excel, Written Expression, Microsoft Office, Oral & Written..., Microsoft Word, Databases
Education
University of North Carolina at Greensboro 2006 — 2008
BS, Business Administration
Stanly Community College 2003 — 2005
A.A.S, Biomedical Equipment Technology
Cape Fear Valley Health System November 2013 - Present
Freelance January 2008 - Present
DEK Medical January 2013 - November 2013
Goforth Mechanical Air Conditioning and Heating March 2011 - November 2013
Helping Hands Specialized Transportation October 2010 - March 2011
Scottrade January 2007 - February 2009
Kohls August 2003 - March 2007
Skills
Sales, Customer Service, Time Management, Microsoft Excel, Leadership, VBA, Team Leadership, Account Management, Business-minded, Creative Nonfiction..., Customer Satisfaction, Management, Data Entry, Excel, Written Expression, Microsoft Office, Oral & Written..., Microsoft Word, Databases
Education
University of North Carolina at Greensboro 2006 — 2008
BS, Business Administration
Stanly Community College 2003 — 2005
A.A.S, Biomedical Equipment Technology
Grace Jin Grace Jin's Scottrade Experience April 2012 - October 2012
Job Private Client Advisor at East West Bank
Industry Financial Services
Experience
EPIC Private Club December 2012 - Present
Riverside Group August 2011 - August 2013
Scottrade April 2012 - October 2012
QuanCo April 2012 - August 2012
FX Investments June 2011 - August 2011
Skills
Public Relations, Finance, Public Speaking, Chinese, Investments, Leadership, Entrepreneurship, Social Networking, Event Planning, Korean, Strategic Planning, Market Research, Microsoft Excel, Management, Business Planning, Foreign Exchange, Financial Modeling, Corporate Finance, Banking, Asset Management, Management Consulting, Currency Trading, Series 7, Licensed Life & Health..., NMLS Licensed, Series 66
Education
University of Southern California 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, 3.85/4.0
University of Southern California - Marshall School of Business 2011 — 2013
Bachelor of Science (BS), Finance
EPIC Private Club December 2012 - Present
Riverside Group August 2011 - August 2013
Scottrade April 2012 - October 2012
QuanCo April 2012 - August 2012
FX Investments June 2011 - August 2011
Skills
Public Relations, Finance, Public Speaking, Chinese, Investments, Leadership, Entrepreneurship, Social Networking, Event Planning, Korean, Strategic Planning, Market Research, Microsoft Excel, Management, Business Planning, Foreign Exchange, Financial Modeling, Corporate Finance, Banking, Asset Management, Management Consulting, Currency Trading, Series 7, Licensed Life & Health..., NMLS Licensed, Series 66
Education
University of Southern California 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, 3.85/4.0
University of Southern California - Marshall School of Business 2011 — 2013
Bachelor of Science (BS), Finance
Brisa Halviatti Brisa Halviatti's Scottrade Experience June 2012 - June 2013
Job Budget & Data Specialist | TFA'13 | Economics Major |
Industry Management Consulting
Experience
Seattle Housing Authority September 2015 - Present
Microsoft via Vega Consulting, LLC July 2015 - August 2015
KIPP Bay Area Schools July 2013 - June 2015
Teach For America May 2013 - June 2015
Scottrade June 2012 - June 2013
University of San Diego February 2013 - May 2013
Trans-Border Institute January 2013 - May 2013
University of San Diego August 2012 - May 2013
City of Coronado May 2011 - February 2013
University of San Diego September 2011 - August 2012
Skills
Public Speaking, Research, Time Management, Qualitative Research, Report Writing, Statistics, Microsoft Excel, Technical Support, Quantitative Analytics, Data Analysis, Statistical Reporting, Academic Tutoring, Leadership, Teaching, Fluent Spanish, Presentations, PowerPoint, Customer Service, Relationship Building, Mentoring, Microsoft Office
Education
University of San Diego School of Business Administration 2009 — 2013
BA, Economics, 3.75
Northwest High School 2005 — 2009
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.8
Seattle Housing Authority September 2015 - Present
Microsoft via Vega Consulting, LLC July 2015 - August 2015
KIPP Bay Area Schools July 2013 - June 2015
Teach For America May 2013 - June 2015
Scottrade June 2012 - June 2013
University of San Diego February 2013 - May 2013
Trans-Border Institute January 2013 - May 2013
University of San Diego August 2012 - May 2013
City of Coronado May 2011 - February 2013
University of San Diego September 2011 - August 2012
Skills
Public Speaking, Research, Time Management, Qualitative Research, Report Writing, Statistics, Microsoft Excel, Technical Support, Quantitative Analytics, Data Analysis, Statistical Reporting, Academic Tutoring, Leadership, Teaching, Fluent Spanish, Presentations, PowerPoint, Customer Service, Relationship Building, Mentoring, Microsoft Office
Education
University of San Diego School of Business Administration 2009 — 2013
BA, Economics, 3.75
Northwest High School 2005 — 2009
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.8
Edward Sherwood Edward Sherwood's Scottrade Experience 1999 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade 1999 - Present
TD Ameritrade 1992 - 1999
Skills
Finance, Stock Market, Stocks, Stockbroking, Stock Trading, Financial Services, Asset Allocation, Equities, FINRA, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Scranton
Bachelor's Degree, Finance, General
Scottrade 1999 - Present
TD Ameritrade 1992 - 1999
Skills
Finance, Stock Market, Stocks, Stockbroking, Stock Trading, Financial Services, Asset Allocation, Equities, FINRA, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Scranton
Bachelor's Degree, Finance, General
Khandace Young's Scottrade Experience March 2014 - Present
Job Promotional, Trade Show, Runway, Print Model, Host & Actress
Industry Entertainment
Experience
Helzberg Diamonds November 2014 - Present
Scottrade March 2014 - Present
WestOne Promotions May 2007 - Present
US Bank October 2011 - October 2013
BROWN SHOE CO July 2009 - February 2011
KNOCKOUT'S BAR & GRILL February 2008 - October 2009
Pimpjuice 2006 - 2008
RALLY'S HAMBURGERS July 2000 - May 2007
Skills
Customer Service, Leadership, Marketing, Management, Data Entry, Microsoft Publisher, Promotions, ACTRESS, Modeling, Brand Ambassadors, Public Speaking, Event Planning, Sales, Event Management, Team Building, Training, Microsoft Office, Social Networking, PowerPoint, Time Management, Recruiting
Education
Riverview Gardens Senior High School
Diploma, General Studies
Some College, Fontbonne University
University of Phoenix
none, Business Management
Helzberg Diamonds November 2014 - Present
Scottrade March 2014 - Present
WestOne Promotions May 2007 - Present
US Bank October 2011 - October 2013
BROWN SHOE CO July 2009 - February 2011
KNOCKOUT'S BAR & GRILL February 2008 - October 2009
Pimpjuice 2006 - 2008
RALLY'S HAMBURGERS July 2000 - May 2007
Skills
Customer Service, Leadership, Marketing, Management, Data Entry, Microsoft Publisher, Promotions, ACTRESS, Modeling, Brand Ambassadors, Public Speaking, Event Planning, Sales, Event Management, Team Building, Training, Microsoft Office, Social Networking, PowerPoint, Time Management, Recruiting
Education
Riverview Gardens Senior High School
Diploma, General Studies
Some College, Fontbonne University
University of Phoenix
none, Business Management
Nathan M. Ayotte Nathan M. Ayotte's Scottrade Experience 2004 - 2008
Job Executive Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management July 2013 - Present
Ferguson Wellman Capital Management 2008 - July 2013
Scottrade 2004 - 2008
Bidwell & Company 2000 - 2004
Education
University of Oregon 1991 — 1995
Bachelor of Science
Ferguson Wellman Capital Management July 2013 - Present
Ferguson Wellman Capital Management 2008 - July 2013
Scottrade 2004 - 2008
Bidwell & Company 2000 - 2004
Education
University of Oregon 1991 — 1995
Bachelor of Science
Brandon Redman's Scottrade Experience February 2008 - August 2008
Job Global Program Manager at salesforce.com
Industry Internet
Experience
Salesforce February 2014 - Present
Salesforce March 2013 - February 2014
Salesforce March 2012 - March 2013
Travelers Insurance June 2009 - March 2012
Morgan Stanley September 2008 - May 2009
Scottrade February 2008 - August 2008
Skills
Renewal Retention, Contract Negotiation, Customer Engagement, Salesforce.com, Microsoft Excel, Account Management, CRM, Cloud Computing, Customer Retention, Customer Satisfaction
Education
University of San Francisco 2006 — 2009
B.S., Business Administration
Salesforce February 2014 - Present
Salesforce March 2013 - February 2014
Salesforce March 2012 - March 2013
Travelers Insurance June 2009 - March 2012
Morgan Stanley September 2008 - May 2009
Scottrade February 2008 - August 2008
Skills
Renewal Retention, Contract Negotiation, Customer Engagement, Salesforce.com, Microsoft Excel, Account Management, CRM, Cloud Computing, Customer Retention, Customer Satisfaction
Education
University of San Francisco 2006 — 2009
B.S., Business Administration
Rodger Besley Rodger Besley's Scottrade Experience July 2009 - May 2013
Job Application Engineer at Orion Health
Industry Information Technology and Services
Experience
Orion Health July 2015 - Present
PSCU May 2013 - July 2015
Scottrade July 2009 - May 2013
CGI July 2008 - June 2009
Edward Jones January 2007 - July 2008
IBM 2002 - 2006
Skills
Solaris, AIX, Servers, Operating Systems, Unix, Linux, Hardware, VMware, Red Hat Linux, VMware ESX, Data Center, Troubleshooting, Disaster Recovery, TCP/IP, Software Documentation, High Availability, Databases, Active Directory, DNS, Technical Support, Cluster, SDLC, Infrastructure
Education
University of Phoenix 2003 — 2005
B.S.I.T., Information Technology
Orion Health July 2015 - Present
PSCU May 2013 - July 2015
Scottrade July 2009 - May 2013
CGI July 2008 - June 2009
Edward Jones January 2007 - July 2008
IBM 2002 - 2006
Skills
Solaris, AIX, Servers, Operating Systems, Unix, Linux, Hardware, VMware, Red Hat Linux, VMware ESX, Data Center, Troubleshooting, Disaster Recovery, TCP/IP, Software Documentation, High Availability, Databases, Active Directory, DNS, Technical Support, Cluster, SDLC, Infrastructure
Education
University of Phoenix 2003 — 2005
B.S.I.T., Information Technology
Tierra Rose's Scottrade Experience May 2008 - September 2014
Job Client Service Associate at Lara, May & Associates
Industry Financial Services
Experience
Lara, May & Associates October 2014 - September 2015
Scottrade May 2008 - September 2014
Publix Super Markets August 2006 - September 2009
Skills
Microsoft Applications, Series 7, Series 63, Public Speaking, Mutual Funds, Investments, Training, Financial Services, FINRA, Securities, ETFs, Asset Allocation, Bonds, Options, Equities, Investment Strategies, Uniform Combined State..., Alternative Investments
Education
Salem International University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2007 — 2009
Bachelor of Science (BS), Finance, General
Winterpark High 2001 — 2005
Lara, May & Associates October 2014 - September 2015
Scottrade May 2008 - September 2014
Publix Super Markets August 2006 - September 2009
Skills
Microsoft Applications, Series 7, Series 63, Public Speaking, Mutual Funds, Investments, Training, Financial Services, FINRA, Securities, ETFs, Asset Allocation, Bonds, Options, Equities, Investment Strategies, Uniform Combined State..., Alternative Investments
Education
Salem International University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2007 — 2009
Bachelor of Science (BS), Finance, General
Winterpark High 2001 — 2005
Reagan Tucker Reagan Tucker's Scottrade Experience March 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Wells Fargo Advisors April 2013 - August 2013
TDAmeritrade January 2010 - March 2013
Skills
Fixed Income Markets, Investments, Investment Banking, Portfolio Management, Finance, Fixed Income, Bonds, Investment Strategies, Financial Risk, Bloomberg, Equities, Mutual Funds, Securities, Series 63, Asset Allocation, Series 7
Education
University of North Texas 1999 — 2003
Bachelors of Business Administration, Economics
Sam Houston High School 1996 — 1999
Scottrade March 2014 - Present
Wells Fargo Advisors April 2013 - August 2013
TDAmeritrade January 2010 - March 2013
Skills
Fixed Income Markets, Investments, Investment Banking, Portfolio Management, Finance, Fixed Income, Bonds, Investment Strategies, Financial Risk, Bloomberg, Equities, Mutual Funds, Securities, Series 63, Asset Allocation, Series 7
Education
University of North Texas 1999 — 2003
Bachelors of Business Administration, Economics
Sam Houston High School 1996 — 1999
Jeff Gao Jeff Gao's Scottrade Experience August 2015 - Present
Job Experience with money management, money allocation, budgetary planning, budgetary allocation, leadership skills
Industry Mechanical or Industrial Engineering
Experience
Scottrade August 2015 - Present
Scottrade August 2014 - July 2015
University of South Florida May 2012 - May 2013
Skills
Problem Solving, Solidworks, Microsoft Excel, Microsoft Word, Mechanical Engineering, Quick Thinker, Thermal Analysis, Department Budgeting, Dynamics, Mathlab, Logical Thinker, Matlab, AutoCAD, Simulink, Event Planning, Customer Service, Social Media, SolidWorks, Public Speaking
Education
University of South Florida 2008 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
University of South Florida 2008 — 2014
Bachelor of Arts (B.A.), Economics
Scottrade August 2015 - Present
Scottrade August 2014 - July 2015
University of South Florida May 2012 - May 2013
Skills
Problem Solving, Solidworks, Microsoft Excel, Microsoft Word, Mechanical Engineering, Quick Thinker, Thermal Analysis, Department Budgeting, Dynamics, Mathlab, Logical Thinker, Matlab, AutoCAD, Simulink, Event Planning, Customer Service, Social Media, SolidWorks, Public Speaking
Education
University of South Florida 2008 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
University of South Florida 2008 — 2014
Bachelor of Arts (B.A.), Economics
Brendan Head Brendan Head's Scottrade Experience May 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
Best Buy November 2013 - April 2014
First Investors March 2013 - November 2013
DUX Bistro September 2012 - December 2012
Fremont Trees January 2007 - January 2009
Skills
Economics, Management, Sales, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Corporate Finance, Econometrics, Banking, Financial Services, Microsoft Office, New Business Development, Macroeconomics, Facebook, Social Media, Social Networking, Political Science, Public Relations
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Economics and Political Science
Mission San Jose High 2007 — 2008
Scottrade May 2014 - Present
Best Buy November 2013 - April 2014
First Investors March 2013 - November 2013
DUX Bistro September 2012 - December 2012
Fremont Trees January 2007 - January 2009
Skills
Economics, Management, Sales, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Corporate Finance, Econometrics, Banking, Financial Services, Microsoft Office, New Business Development, Macroeconomics, Facebook, Social Media, Social Networking, Political Science, Public Relations
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Economics and Political Science
Mission San Jose High 2007 — 2008
Hank Sasser Hank Sasser's Scottrade Experience January 2011 - December 2012
Job Business Manager at Express Employment Professionals Austin TX
Industry Staffing and Recruiting
Experience
Express Employment Professionals - Austin TX January 2013 - Present
Scottrade January 2011 - December 2012
Royal Bank of Canada May 2010 - July 2010
Skills
Research, Customer Service, Financial Analysis, Recruiting, Human Resources, Staffing Services, Business Development, Finance, Strategic Hiring, Operations Management, Leadership, Training Leadership, Entrepreneurship, Talent Acquisition, Team Building, Account Management, Analysis, Strategic Recruitment..., Management, Cold Calling, Payroll, Temporary Staffing
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration, Finance & Economics
Express Employment Professionals - Austin TX January 2013 - Present
Scottrade January 2011 - December 2012
Royal Bank of Canada May 2010 - July 2010
Skills
Research, Customer Service, Financial Analysis, Recruiting, Human Resources, Staffing Services, Business Development, Finance, Strategic Hiring, Operations Management, Leadership, Training Leadership, Entrepreneurship, Talent Acquisition, Team Building, Account Management, Analysis, Strategic Recruitment..., Management, Cold Calling, Payroll, Temporary Staffing
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration, Finance & Economics
Wes Ninh Nguyen Wes Ninh Nguyen's Scottrade Experience 2004 - 2005
Job President at American Marketing Association Charlotte Chapter
Industry Marketing and Advertising
Experience
American Marketing Association - Charlotte Chapter July 2014 - Present
Resolution Media October 2012 - June 2014
American Marketing Association - Charlotte Chapter July 2012 - June 2014
Studiobanks October 2011 - September 2012
American Marketing Association - Charlotte Chapter July 2011 - June 2012
PrivacyDataSystems March 2011 - October 2011
Addison Whitney October 2006 - February 2011
BrandThink 2005 - 2006
Scottrade 2004 - 2005
Skills
Digital Marketing, Web Analytics, Brand Development, Social Media Marketing, Online Marketing, Online Branding, Interactive Marketing..., Marketing Strategy, Marketing Communications, Email Marketing, Content Strategy, Loyalty Marketing, Lead Generation, User Experience, B2B eCommerce, Microsites, Mobile Marketing, SEM, Marketing Automation, SEO, PPC, Google Analytics, Google Adwords, Digital Strategy, Online Advertising, Media Relations, Entrepreneurship, Leadership
Education
University of San Francisco 2010 — 2011
Master Certificate in Internet Marketing, Digital Marketing
University of North Carolina at Charlotte 2009 — 2009
Web Design Program
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
B.S. in Economics, Minor in Organizational Communications
American Marketing Association - Charlotte Chapter July 2014 - Present
Resolution Media October 2012 - June 2014
American Marketing Association - Charlotte Chapter July 2012 - June 2014
Studiobanks October 2011 - September 2012
American Marketing Association - Charlotte Chapter July 2011 - June 2012
PrivacyDataSystems March 2011 - October 2011
Addison Whitney October 2006 - February 2011
BrandThink 2005 - 2006
Scottrade 2004 - 2005
Skills
Digital Marketing, Web Analytics, Brand Development, Social Media Marketing, Online Marketing, Online Branding, Interactive Marketing..., Marketing Strategy, Marketing Communications, Email Marketing, Content Strategy, Loyalty Marketing, Lead Generation, User Experience, B2B eCommerce, Microsites, Mobile Marketing, SEM, Marketing Automation, SEO, PPC, Google Analytics, Google Adwords, Digital Strategy, Online Advertising, Media Relations, Entrepreneurship, Leadership
Education
University of San Francisco 2010 — 2011
Master Certificate in Internet Marketing, Digital Marketing
University of North Carolina at Charlotte 2009 — 2009
Web Design Program
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
B.S. in Economics, Minor in Organizational Communications
Chelsea King-Manganaro Chelsea King-Manganaro's Scottrade Experience May 2010 - July 2011
Job Business Manager at Nearme Yoga L.L.C.
Industry Government Relations
Experience
Nearme Yoga L.L.C. June 2014 - Present
Lockheed Martin March 2013 - Present
Mary Kay Cosmetics March 2007 - Present
Kforce- Contract with Sequenom January 2013 - March 2013
CSS Industries, Inc.- Paper Magic Group April 2011 - November 2012
Scottrade May 2010 - July 2011
BleachBright August 2009 - June 2011
Skills
Excel, Crystal Ball, JD Edwards, Amazon Web Services, Word, Writing, Financial Planning, Process Improvement, Product Management, Stock Market, MS Project, Salesforce.com, Compass, Mainframe, Forecasting, Foreign Languages, Access, Citrix MetaFrame XP, SIR Wizard, Mainframe Data Systems, SharePoint, Table Rock, Microsoft Excel, Microsoft Word, Customer Service, Sales, Strategic Financial..., Strategic Planning, Accounting, Amazon Web Services..., Finance, Microsoft Office, Management, PowerPoint, Leadership, Analysis
Education
University of Scranton 2007 — 2011
bs, Finance, Operations Management
Nearme Yoga L.L.C. June 2014 - Present
Lockheed Martin March 2013 - Present
Mary Kay Cosmetics March 2007 - Present
Kforce- Contract with Sequenom January 2013 - March 2013
CSS Industries, Inc.- Paper Magic Group April 2011 - November 2012
Scottrade May 2010 - July 2011
BleachBright August 2009 - June 2011
Skills
Excel, Crystal Ball, JD Edwards, Amazon Web Services, Word, Writing, Financial Planning, Process Improvement, Product Management, Stock Market, MS Project, Salesforce.com, Compass, Mainframe, Forecasting, Foreign Languages, Access, Citrix MetaFrame XP, SIR Wizard, Mainframe Data Systems, SharePoint, Table Rock, Microsoft Excel, Microsoft Word, Customer Service, Sales, Strategic Financial..., Strategic Planning, Accounting, Amazon Web Services..., Finance, Microsoft Office, Management, PowerPoint, Leadership, Analysis
Education
University of Scranton 2007 — 2011
bs, Finance, Operations Management
Michael Schopler's Scottrade Experience June 2012 - January 2013
Job Trading Desk Assistant Equity Capital Markets at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Ballast Point Ventures May 2014 - December 2014
University of South Florida August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
Lambeth Company CPA February 2013 - May 2013
Scottrade June 2012 - January 2013
Edwards Student Housing Management Company January 2012 - May 2012
Skills
Investments, Financial Analysis, Finance, Equities, Financial Statement..., Leadership, Equity Valuation, Asset Allocation, Public Speaking, Valuation, Sales, Microsoft Excel, Customer Service, Accounting
Education
University of South Florida 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Raymond James Financial Inc. January 2015 - Present
Ballast Point Ventures May 2014 - December 2014
University of South Florida August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
Lambeth Company CPA February 2013 - May 2013
Scottrade June 2012 - January 2013
Edwards Student Housing Management Company January 2012 - May 2012
Skills
Investments, Financial Analysis, Finance, Equities, Financial Statement..., Leadership, Equity Valuation, Asset Allocation, Public Speaking, Valuation, Sales, Microsoft Excel, Customer Service, Accounting
Education
University of South Florida 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Mack McCain Mack McCain's Scottrade Experience August 2011 - Present
Job Counsel at Scottrade
Industry Financial Services
Experience
Scottrade August 2011 - Present
Scottrade May 2009 - August 2010
Skills
FINRA, Securities Regulation, Legal Compliance, Securities, Due Diligence, Mutual Funds, Legal Research, Litigation, Securities Litigation, Licensing, Legal Writing, Civil Litigation, Arbitration, Corporate Law, Commercial Litigation, Investments
Education
Washington University in St. Louis 2008 — 2011
Doctor of Law (J.D.), Law
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Scottrade August 2011 - Present
Scottrade May 2009 - August 2010
Skills
FINRA, Securities Regulation, Legal Compliance, Securities, Due Diligence, Mutual Funds, Legal Research, Litigation, Securities Litigation, Licensing, Legal Writing, Civil Litigation, Arbitration, Corporate Law, Commercial Litigation, Investments
Education
Washington University in St. Louis 2008 — 2011
Doctor of Law (J.D.), Law
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Debbi Rahl Debbi Rahl's Scottrade Experience 2011 - 2012
Job Owner, The Solutions Factory. An iSeries (AS400) consulting company specializing in EDI.
Industry Computer Software
Experience
Southland Benefit Solutions, LLC January 2011 - Present
the solutions factory December 2005 - Present
Scottrade 2011 - 2012
Vistar Corp July 2008 - October 2009
Current 2007 - 2008
Samsonite 2003 - 2005
Simkar Corporation 1997 - 1999
Agusta Aviation 1977 - 1980
Skills
RPG, EDI, COBOL, AS400, IBM iSeries, iSeries, CLP, SQL, OS/400, Business Analysis, DB2, Application Development, Manufacturing, Systems Analysis, Software Development, Requirements Analysis, SDLC, Programming, JD Edwards, FTP, Documentation, IT Management, Change Management, Retail, Analysis, Databases, Problem Solving, RPG III, Warehousing, Testing, Business Process, Troubleshooting, Project Implementation, IBM AS/400, Project Management, Database Design, Software Project..., Data Migration, Consulting, Vendor Management, Program Management, Software Implementation, Data Conversion, E-commerce, Technical Support, Information Technology, Requirements Gathering, Software Documentation, Business Intelligence, Disaster Recovery
Education
University of Pennsylvania - The Wharton School
business
Southland Benefit Solutions, LLC January 2011 - Present
the solutions factory December 2005 - Present
Scottrade 2011 - 2012
Vistar Corp July 2008 - October 2009
Current 2007 - 2008
Samsonite 2003 - 2005
Simkar Corporation 1997 - 1999
Agusta Aviation 1977 - 1980
Skills
RPG, EDI, COBOL, AS400, IBM iSeries, iSeries, CLP, SQL, OS/400, Business Analysis, DB2, Application Development, Manufacturing, Systems Analysis, Software Development, Requirements Analysis, SDLC, Programming, JD Edwards, FTP, Documentation, IT Management, Change Management, Retail, Analysis, Databases, Problem Solving, RPG III, Warehousing, Testing, Business Process, Troubleshooting, Project Implementation, IBM AS/400, Project Management, Database Design, Software Project..., Data Migration, Consulting, Vendor Management, Program Management, Software Implementation, Data Conversion, E-commerce, Technical Support, Information Technology, Requirements Gathering, Software Documentation, Business Intelligence, Disaster Recovery
Education
University of Pennsylvania - The Wharton School
business
James Negley's Scottrade Experience February 2014 - September 2015
Job
Industry Investment Management
Experience
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
Khang Trang Khang Trang's Scottrade Experience January 2010 - December 2010
Job Analyst at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation July 2014 - Present
JPMorgan Chase December 2010 - July 2014
Scottrade January 2010 - December 2010
Skills
Windows, Microsoft Office
Education
University of South Florida 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of South Florida 2007 — 2010
Bachelor of Science (BS), Finance, General
The Depository Trust & Clearing Corporation July 2014 - Present
JPMorgan Chase December 2010 - July 2014
Scottrade January 2010 - December 2010
Skills
Windows, Microsoft Office
Education
University of South Florida 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of South Florida 2007 — 2010
Bachelor of Science (BS), Finance, General
Adam Munger Adam Munger's Scottrade Experience Financial RepresentativeFidelity InvestmentsJanuary 2009 - April 2010
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade Financial RepresentativeFidelity InvestmentsJanuary 2009 - April 2010
Fidelity Investments January 2008 - January 2009
Skills
Finance, Investments, Mutual Funds, Retirement Planning, Series 7
Education
University of North Alabama 2004 — 2007
Bachelor of Business Administration, Finance
Scottrade Financial RepresentativeFidelity InvestmentsJanuary 2009 - April 2010
Fidelity Investments January 2008 - January 2009
Skills
Finance, Investments, Mutual Funds, Retirement Planning, Series 7
Education
University of North Alabama 2004 — 2007
Bachelor of Business Administration, Finance
Johnny Burns's Scottrade Experience July 2011 - May 2012
Job Amazon Video Games | Brand Management
Industry Retail
Experience
Amazon May 2014 - Present
Amazon May 2012 - May 2014
Scottrade July 2011 - May 2012
Websity Design December 2010 - May 2012
Skills
Social Media, Entrepreneurship, Social Networking, SEO, Customer Service, Web Development, Event Planning, Illustrator, Online Marketing, HTML, Team Leadership, Microsoft Excel, Stock Market, Hard Worker, Photoshop, New Business Development, Business Networking, E-commerce, Leadership, Digital Marketing, Merchandising, Advanced CSS, Graphic Design, Analytics
Education
University of South Florida
Marketing, College of Business
Amazon May 2014 - Present
Amazon May 2012 - May 2014
Scottrade July 2011 - May 2012
Websity Design December 2010 - May 2012
Skills
Social Media, Entrepreneurship, Social Networking, SEO, Customer Service, Web Development, Event Planning, Illustrator, Online Marketing, HTML, Team Leadership, Microsoft Excel, Stock Market, Hard Worker, Photoshop, New Business Development, Business Networking, E-commerce, Leadership, Digital Marketing, Merchandising, Advanced CSS, Graphic Design, Analytics
Education
University of South Florida
Marketing, College of Business
Remy Noel's Scottrade Experience October 2009 - August 2010
Job To know, is to know that you know nothing. That is the meaning of true knowledge. Socrates
Industry Computer Networking
Experience
Rockwell Automation June 2015 - Present
The 407 Geek March 2014 - Present
Rockwell Automation July 2012 - Present
CLC World Resorts & Hotels February 2013 - June 2015
Scottrade October 2009 - August 2010
Skills
Network Services, Adobe Design Programs, adobe muse, Illustrator, Lotus Notes, DHCP, Fiber Optic Networks, Operating Systems, DNS, WAP, TCP/IP, Word Processing, Visio, Router Configuration, Windows 7, Cisco Technologies, InDesign, WLAN, Outlook, Windows Vista, Windows XP Pro, Windows Server, Network Administration, LAN-WAN, Phonetics, Windows XP, Technical Support, Networking
Education
University of South Florida 2005 — 2011
BS, Management Information Systems
Rockwell Automation June 2015 - Present
The 407 Geek March 2014 - Present
Rockwell Automation July 2012 - Present
CLC World Resorts & Hotels February 2013 - June 2015
Scottrade October 2009 - August 2010
Skills
Network Services, Adobe Design Programs, adobe muse, Illustrator, Lotus Notes, DHCP, Fiber Optic Networks, Operating Systems, DNS, WAP, TCP/IP, Word Processing, Visio, Router Configuration, Windows 7, Cisco Technologies, InDesign, WLAN, Outlook, Windows Vista, Windows XP Pro, Windows Server, Network Administration, LAN-WAN, Phonetics, Windows XP, Technical Support, Networking
Education
University of South Florida 2005 — 2011
BS, Management Information Systems
Brendan Flaherty's Scottrade Experience August 2012 - May 2013
Job Client Relationship Manager
Industry Financial Services
Experience
RedBlack Software, LLC June 2013 - Present
Scottrade August 2012 - May 2013
Chubb Group of Insurance Companies July 2012 - July 2012
Chubb Group of Insurance Companies June 2011 - August 2011
Skills
Marketing Engineering, Customer Service, Restaurants, Insurance, Financial Services, Marketing, Finance, Microsoft Office, Time Management, Organization, Marketing Analytics
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelors Degree, Business Administration: Finance, Marketing
Winnacunnet High School 2005 — 2009
High school Diploma
RedBlack Software, LLC June 2013 - Present
Scottrade August 2012 - May 2013
Chubb Group of Insurance Companies July 2012 - July 2012
Chubb Group of Insurance Companies June 2011 - August 2011
Skills
Marketing Engineering, Customer Service, Restaurants, Insurance, Financial Services, Marketing, Finance, Microsoft Office, Time Management, Organization, Marketing Analytics
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelors Degree, Business Administration: Finance, Marketing
Winnacunnet High School 2005 — 2009
High school Diploma
Ethan Rivas Ethan Rivas's Scottrade Experience February 2014 - December 2014
Job Financial Product Specialist at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance July 2015 - Present
Scottrade February 2014 - December 2014
ApartmentCorner June 2013 - September 2013
Skills
Marketing, Investments, Trading, Financial Markets, Economics, Mutual Funds, Wealth Management, Options, Bonds, Equities
Education
University of Oregon 2012 — 2016
Bachelor of Science (B.S.), Economics
Farmers Insurance July 2015 - Present
Scottrade February 2014 - December 2014
ApartmentCorner June 2013 - September 2013
Skills
Marketing, Investments, Trading, Financial Markets, Economics, Mutual Funds, Wealth Management, Options, Bonds, Equities
Education
University of Oregon 2012 — 2016
Bachelor of Science (B.S.), Economics
Jason Reyes Jason Reyes's Scottrade Experience July 2012 - August 2014
Job Investment Banking Fall Intern at Crosstree Capital Partners, Inc.
Industry Financial Services
Experience
Crosstree Capital Partners, Inc. September 2015 - Present
Ballast Point Ventures January 2015 - August 2015
USF Student Managed Investment Fund May 2014 - May 2015
Scottrade July 2012 - August 2014
AMF January 2012 - April 2012
Skills
Financial Analysis, Equity Research, Investments, Stock Market, Financial Services, Highly detail oriented, Close Attention to..., Highly motivated..., Enthusiasm to learn, Solution Seeker, Analysis, Customer Service, Microsoft Excel, Public Speaking, Teamwork
Education
University of South Florida 2011 — 2016
Bachelor's Degree, Finance and Financial Management Services
Crosstree Capital Partners, Inc. September 2015 - Present
Ballast Point Ventures January 2015 - August 2015
USF Student Managed Investment Fund May 2014 - May 2015
Scottrade July 2012 - August 2014
AMF January 2012 - April 2012
Skills
Financial Analysis, Equity Research, Investments, Stock Market, Financial Services, Highly detail oriented, Close Attention to..., Highly motivated..., Enthusiasm to learn, Solution Seeker, Analysis, Customer Service, Microsoft Excel, Public Speaking, Teamwork
Education
University of South Florida 2011 — 2016
Bachelor's Degree, Finance and Financial Management Services
Fiorella Misenti Fiorella Misenti's Scottrade Experience May 2012 - December 2013
Job University of South Florida, Accounting & Finance
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 2014 - April 2014
Scottrade May 2012 - December 2013
Wells Fargo Bank August 2011 - July 2013
Skills
Customer Service, Microsoft Office, Banking, Social Media, Retail, Advertising, Relationship Management, English, Finance, Accounting, Internal Controls, Microsoft Excel, Sales, QuickBooks
Education
University of South Florida
Bachelor of Science, Finance and Accounting
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 2014 - April 2014
Scottrade May 2012 - December 2013
Wells Fargo Bank August 2011 - July 2013
Skills
Customer Service, Microsoft Office, Banking, Social Media, Retail, Advertising, Relationship Management, English, Finance, Accounting, Internal Controls, Microsoft Excel, Sales, QuickBooks
Education
University of South Florida
Bachelor of Science, Finance and Accounting
Scott Imada Scott Imada's Scottrade Experience April 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2013 - Present
WinCo Foods October 2012 - June 2013
Fidelity Investments January 2011 - August 2012
Winn Dixie Stores September 2009 - January 2011
Publix August 2003 - September 2009
Skills
Grocery, Supermarkets, Grocery Industry, Gross Profit, Planograms, Shrinkage, Merchandising, Store Management, Cashiering, Loss Prevention, Shrink Management, Retail, Inventory Control, Assortment, Inventory Management, CPFR, Space Management, Store Operations, Profit, Visual Merchandising, Investments, Investment Strategies, Stock Trading, Stock Market, IPO, ACATS, Mutual Funds, Series 7, Series 63, Wealth Management, CRM, Siebel, SharePoint, Margin, Options Strategies, Day Trading, MRDs, Retirement Planning, Tax Forms, Finance, Financial Services, Portfolio Management
Education
University of North Florida
Bachelor’s Degree, Finance, General
Scottrade April 2013 - Present
WinCo Foods October 2012 - June 2013
Fidelity Investments January 2011 - August 2012
Winn Dixie Stores September 2009 - January 2011
Publix August 2003 - September 2009
Skills
Grocery, Supermarkets, Grocery Industry, Gross Profit, Planograms, Shrinkage, Merchandising, Store Management, Cashiering, Loss Prevention, Shrink Management, Retail, Inventory Control, Assortment, Inventory Management, CPFR, Space Management, Store Operations, Profit, Visual Merchandising, Investments, Investment Strategies, Stock Trading, Stock Market, IPO, ACATS, Mutual Funds, Series 7, Series 63, Wealth Management, CRM, Siebel, SharePoint, Margin, Options Strategies, Day Trading, MRDs, Retirement Planning, Tax Forms, Finance, Financial Services, Portfolio Management
Education
University of North Florida
Bachelor’s Degree, Finance, General
Alex Fields Alex Fields's Scottrade Experience April 2009 - April 2011
Job Senior Financial Analyst at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
MetLife August 2011 - July 2013
Scottrade April 2009 - April 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Equities, Finance, Fixed Income, Financial Markets, Strategic Financial..., Financial Reporting, Mutual Funds, Budget Forecasts, Budgets, Financial Statements, Analysis
Education
University of South Florida
Bachelor of Science (B.S.), Finance
MetLife July 2013 - Present
MetLife August 2011 - July 2013
Scottrade April 2009 - April 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Equities, Finance, Fixed Income, Financial Markets, Strategic Financial..., Financial Reporting, Mutual Funds, Budget Forecasts, Budgets, Financial Statements, Analysis
Education
University of South Florida
Bachelor of Science (B.S.), Finance
Michael Coolbaugh's Scottrade Experience June 2009 - April 2010
Job Portfolio Manager at Schottenfeld Group
Industry Investment Management
Experience
Schottenfeld Group August 2015 - Present
Arete Limited Fund LP May 2014 - Present
Paloma Partners Management Company February 2014 - January 2015
PointState Capital LP July 2013 - January 2014
NYSE Euronext March 2011 - July 2013
Convergent Wealth Advisors August 2010 - November 2010
Scottrade June 2009 - April 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Financial Analysis, Fundamental Analysis, Portfolio Management, Financial Reporting, Securities, Asset Allocation, Statistics, Financial Planning, Economics, Financial Accounting, Excel, PowerPoint, Forecasting, Trading, Technical Analysis, Compliance, Corporate Governance, Written & Oral..., Alternative Investments, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master's Degree, Finance, 3.84
University of Rochester 2006 — 2010
Bachelor's Degree, Financial Economics
Weedsport Jr/Sr High School 2002 — 2006
Advanced Regents Diploma
Schottenfeld Group August 2015 - Present
Arete Limited Fund LP May 2014 - Present
Paloma Partners Management Company February 2014 - January 2015
PointState Capital LP July 2013 - January 2014
NYSE Euronext March 2011 - July 2013
Convergent Wealth Advisors August 2010 - November 2010
Scottrade June 2009 - April 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Financial Analysis, Fundamental Analysis, Portfolio Management, Financial Reporting, Securities, Asset Allocation, Statistics, Financial Planning, Economics, Financial Accounting, Excel, PowerPoint, Forecasting, Trading, Technical Analysis, Compliance, Corporate Governance, Written & Oral..., Alternative Investments, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master's Degree, Finance, 3.84
University of Rochester 2006 — 2010
Bachelor's Degree, Financial Economics
Weedsport Jr/Sr High School 2002 — 2006
Advanced Regents Diploma
Jeff McCraney's Scottrade Experience August 2008 - Present
Job Digital Solutions Product Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2008 - Present
Wachovia Securities April 2008 - August 2008
A.G. Edwards January 2007 - March 2008
A.G. Edwards November 2000 - December 2006
DST Systems May 1999 - November 2000
LifeWay Christian Resources January 1996 - May 1999
Opryland Productions February 1993 - December 1997
Gaylord Entertainment February 1993 - December 1997
Alabama Theatre February 1993 - December 1993
Skills
Project Management, Business Analysis, Management, Leadership, Product Management, Business Strategy, Usability Testing, Testing, SDLC, Usability, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Office, Microsoft Excel, Visio, MS Project, SharePoint, Process Mapping, User-centered Design, Strategic Roadmaps, Business Process Mapping, Software Documentation, Analysis, Training, Data Analysis, Analytics, Business Intelligence, Financial Services, Microsoft Word, Quality Assurance, User Acceptance Testing, Process Improvement, Agile Methodologies, Software Project..., Marketing, CRM, Vendor Relationships, Accessibility, Vendor Management, Presentations, Web Content Management, Web Analytics, Software Development, Wireframes, Persona, Strategy, User Experience, Omniture, Information Architecture
Education
University of Phoenix 2003 — 2006
Bachelor's Degree, Business Management, 3.89
Wingate University 1988 — 1990
Music
Sun Valley High 1984 — 1988
Diploma
Scottrade August 2008 - Present
Wachovia Securities April 2008 - August 2008
A.G. Edwards January 2007 - March 2008
A.G. Edwards November 2000 - December 2006
DST Systems May 1999 - November 2000
LifeWay Christian Resources January 1996 - May 1999
Opryland Productions February 1993 - December 1997
Gaylord Entertainment February 1993 - December 1997
Alabama Theatre February 1993 - December 1993
Skills
Project Management, Business Analysis, Management, Leadership, Product Management, Business Strategy, Usability Testing, Testing, SDLC, Usability, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Office, Microsoft Excel, Visio, MS Project, SharePoint, Process Mapping, User-centered Design, Strategic Roadmaps, Business Process Mapping, Software Documentation, Analysis, Training, Data Analysis, Analytics, Business Intelligence, Financial Services, Microsoft Word, Quality Assurance, User Acceptance Testing, Process Improvement, Agile Methodologies, Software Project..., Marketing, CRM, Vendor Relationships, Accessibility, Vendor Management, Presentations, Web Content Management, Web Analytics, Software Development, Wireframes, Persona, Strategy, User Experience, Omniture, Information Architecture
Education
University of Phoenix 2003 — 2006
Bachelor's Degree, Business Management, 3.89
Wingate University 1988 — 1990
Music
Sun Valley High 1984 — 1988
Diploma
Matt Pagnotta Matt Pagnotta's Scottrade Experience May 2011 - April 2013
Job Research Accountant at University of Pittsburgh
Industry Financial Services
Experience
University of Pittsburgh Cancer Institute April 2013 - Present
Scottrade May 2011 - April 2013
Scottrade January 2010 - April 2011
Skills
Valuation, Portfolio Management, Trading, Options, Series 7, Series 63, Mutual Funds, Bloomberg, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Finance
University of Pittsburgh Cancer Institute April 2013 - Present
Scottrade May 2011 - April 2013
Scottrade January 2010 - April 2011
Skills
Valuation, Portfolio Management, Trading, Options, Series 7, Series 63, Mutual Funds, Bloomberg, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Finance
Roderick Machado Roderick Machado's Scottrade Experience March 2005 - May 2006
Job Senior Operations Associate at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount May 2012 - June 2015
GlobeOp Financial Services August 2010 - May 2012
Hedge Fund January 2008 - November 2008
State Street Bank July 2006 - January 2008
Scottrade March 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Equities, Trading, Portfolio Management, Valuation, Bonds, Options, Swaps, Mutual Funds, Private Equity, Alternative Investments, Settlement, Bloomberg, Axys, Derivatives, Emerging Markets, Securities
Education
University of Rhode Island 2003 — 2006
B.A, Economics
Brown Advisory June 2015 - Present
Highmount May 2012 - June 2015
GlobeOp Financial Services August 2010 - May 2012
Hedge Fund January 2008 - November 2008
State Street Bank July 2006 - January 2008
Scottrade March 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Equities, Trading, Portfolio Management, Valuation, Bonds, Options, Swaps, Mutual Funds, Private Equity, Alternative Investments, Settlement, Bloomberg, Axys, Derivatives, Emerging Markets, Securities
Education
University of Rhode Island 2003 — 2006
B.A, Economics
Don Santina's Scottrade Experience July 2014 - Present
Job Head of Securities Lending at Scottrade, Inc
Industry Financial Services
Experience
Scottrade July 2014 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC April 2014 - June 2014
E*TRADE Financial June 1998 - March 2014
Barclays Global Investors 1996 - 1997
Skills
Securities Lending, Equities, Securities, Fixed Income, Trading Systems, Hedge Funds, FINRA, Bloomberg, Prime Brokerage, Trading, Options, Electronic Trading, Capital Markets, Alternative Investments, Financial Markets, Risk Management, Investments, ETFs, Financial Services, Equity Trading, Derivatives, Equity Derivatives, Series 7, Series 63
Education
University of San Francisco
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Scottrade July 2014 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC April 2014 - June 2014
E*TRADE Financial June 1998 - March 2014
Barclays Global Investors 1996 - 1997
Skills
Securities Lending, Equities, Securities, Fixed Income, Trading Systems, Hedge Funds, FINRA, Bloomberg, Prime Brokerage, Trading, Options, Electronic Trading, Capital Markets, Alternative Investments, Financial Markets, Risk Management, Investments, ETFs, Financial Services, Equity Trading, Derivatives, Equity Derivatives, Series 7, Series 63
Education
University of San Francisco
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Paul Weisbruch's Scottrade Experience May 1998 - April 1999
Job VP ETF/Options Sales and Trading at Street One Financial
Industry Capital Markets
Experience
Street One Financial November 2009 - Present
RevenueShares ETFs December 2007 - November 2009
Susquehanna International Group April 2004 - October 2007
Susquehanna International Group May 2005 - June 2007
Susquehanna International Group October 2003 - April 2004
Susquehanna International Group April 2003 - April 2004
Susquehanna International Group March 2000 - October 2003
Vanguard Group August 1999 - March 2000
Scottrade May 1998 - April 1999
Smith Barney/Citigroup 1998 - 1999
Skills
Series 4, Series 55, Series 7, ETFs, Best Execution, Liquidity, Options, Series 6, Series 63, Series 65, ETNs, Public Speaking, Equities, Trading, Equity Trading, Industry Analysis, Traders, Volatility, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Bonds, Bloomberg, Securities, Derivatives, Technical Analysis, Stocks, Commodities, Capital Markets, Structured Products, Hedging, Trading Systems, Electronic Trading, Proprietary Trading, FX, Emerging Markets, Risk
Education
Villanova University 2002 — 2005
MBA, Finance
University of Pittsburgh 1995 — 1999
B.S., Economics
Pocono Mountain H.S. 1991 — 1995
Street One Financial November 2009 - Present
RevenueShares ETFs December 2007 - November 2009
Susquehanna International Group April 2004 - October 2007
Susquehanna International Group May 2005 - June 2007
Susquehanna International Group October 2003 - April 2004
Susquehanna International Group April 2003 - April 2004
Susquehanna International Group March 2000 - October 2003
Vanguard Group August 1999 - March 2000
Scottrade May 1998 - April 1999
Smith Barney/Citigroup 1998 - 1999
Skills
Series 4, Series 55, Series 7, ETFs, Best Execution, Liquidity, Options, Series 6, Series 63, Series 65, ETNs, Public Speaking, Equities, Trading, Equity Trading, Industry Analysis, Traders, Volatility, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Bonds, Bloomberg, Securities, Derivatives, Technical Analysis, Stocks, Commodities, Capital Markets, Structured Products, Hedging, Trading Systems, Electronic Trading, Proprietary Trading, FX, Emerging Markets, Risk
Education
Villanova University 2002 — 2005
MBA, Finance
University of Pittsburgh 1995 — 1999
B.S., Economics
Pocono Mountain H.S. 1991 — 1995
Amrit Baboolal's Scottrade Experience December 2005 - May 2007
Job Project Manager at Mikes Industrial Services Inc
Industry Computer Software
Experience
Mikes Industrial Services Inc January 2014 - Present
Object Lounge, LLC July 2013 - Present
WellCare October 2012 - July 2013
World Financial Group (WFG) August 2011 - September 2012
NFS Financial Services May 2007 - June 2011
Scottrade December 2005 - May 2007
Skills
Insurance, Sales, Training, Microsoft Office, Customer Service, Budgets, Process Improvement, Human Resources, Leadership, Life Insurance, Real Estate, Management, PowerPoint, Sales Management, Securities, FLMA, Indexed Annuities, Office Administration, Outlook, Coaching, Team Building, Benefits Administration, Critical Thinking, Marketing, Oracle SQL Developer, Illustrator, Visual Studio Team..., ADP Payroll, Payroll Administration, Calyx Point, HP Quality Center, SnagIt, Toad, Analytics, Financial Analysis
Education
University of South Florida - College of Business Administration 2005 — 2008
Bachelor's degree, Finance, General
University of South Florida
Mikes Industrial Services Inc January 2014 - Present
Object Lounge, LLC July 2013 - Present
WellCare October 2012 - July 2013
World Financial Group (WFG) August 2011 - September 2012
NFS Financial Services May 2007 - June 2011
Scottrade December 2005 - May 2007
Skills
Insurance, Sales, Training, Microsoft Office, Customer Service, Budgets, Process Improvement, Human Resources, Leadership, Life Insurance, Real Estate, Management, PowerPoint, Sales Management, Securities, FLMA, Indexed Annuities, Office Administration, Outlook, Coaching, Team Building, Benefits Administration, Critical Thinking, Marketing, Oracle SQL Developer, Illustrator, Visual Studio Team..., ADP Payroll, Payroll Administration, Calyx Point, HP Quality Center, SnagIt, Toad, Analytics, Financial Analysis
Education
University of South Florida - College of Business Administration 2005 — 2008
Bachelor's degree, Finance, General
University of South Florida
Paul Van Dijkhorst's Scottrade Experience September 2011 - Present
Job Senior Business Systems Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade September 2011 - Present
Technisource May 2011 - November 2011
NetEffects September 2009 - June 2011
GMAC Insurance January 2004 - November 2008
Technisource (formerly Lindenberg and Associates) April 1994 - December 2003
Triad Data Inc. - New York City January 1991 - March 1994
Nissan South Africa January 1986 - December 1990
Skills
Business Analysis
Education
University of Pretoria/Universiteit van Pretoria
B.Com, Marketing, Business Economics, Economics
Scottrade September 2011 - Present
Technisource May 2011 - November 2011
NetEffects September 2009 - June 2011
GMAC Insurance January 2004 - November 2008
Technisource (formerly Lindenberg and Associates) April 1994 - December 2003
Triad Data Inc. - New York City January 1991 - March 1994
Nissan South Africa January 1986 - December 1990
Skills
Business Analysis
Education
University of Pretoria/Universiteit van Pretoria
B.Com, Marketing, Business Economics, Economics
Clint Frary's Scottrade Experience September 2008 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2008 - Present
Fidelity Investments February 2004 - July 2007
Northwestern Mutual Investment Services July 2001 - September 2002
Putnam Investments September 2000 - July 2001
Lake Avenue Properties 1989 - 2001
Amica Mutual Insurance September 1985 - August 1998
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Trading, 401k, Sales, Team Building, Mutual Funds, Financial Services, Series 63, Equities, Securities, Fixed Income
Education
University of Rochester 1981 — 1985
BA, Economics
Phillips Exeter Academy 1977 — 1980
Scottrade September 2008 - Present
Fidelity Investments February 2004 - July 2007
Northwestern Mutual Investment Services July 2001 - September 2002
Putnam Investments September 2000 - July 2001
Lake Avenue Properties 1989 - 2001
Amica Mutual Insurance September 1985 - August 1998
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Trading, 401k, Sales, Team Building, Mutual Funds, Financial Services, Series 63, Equities, Securities, Fixed Income
Education
University of Rochester 1981 — 1985
BA, Economics
Phillips Exeter Academy 1977 — 1980
Allen Spence's Scottrade Experience 2002 - 2006
Job VP, Agency Trader Team Lead at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2014 - Present
Raymond James & Associates Inc September 2013 - Present
Raymond James & Associates, Inc July 2007 - September 2013
E*TRADE Financial 2006 - 2007
Scottrade 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, U2, B2, Equity Trading, Investment Advisory, Series 63, Series 7, Financial Services, ETFs, FINRA, Series 24, Securities, Options, Equities, Trading, Investments
Education
University of South Florida-St. Petersburg Campus
Bachelor of Arts (B.A.), Economics
Raymond James & Associates, Inc May 2014 - Present
Raymond James & Associates Inc September 2013 - Present
Raymond James & Associates, Inc July 2007 - September 2013
E*TRADE Financial 2006 - 2007
Scottrade 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, U2, B2, Equity Trading, Investment Advisory, Series 63, Series 7, Financial Services, ETFs, FINRA, Series 24, Securities, Options, Equities, Trading, Investments
Education
University of South Florida-St. Petersburg Campus
Bachelor of Arts (B.A.), Economics
Jim Geary's Scottrade Experience January 2000 - August 2003
Job TIAACREF, Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Bernstein Global Wealth Management July 2003 - June 2014
Scottrade January 2000 - August 2003
Skills
Asset Managment, Equities, Series 7, Series 63, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Loans, Alternative Investments, ETFs, Credit, Bloomberg, Financial Analysis, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Fixed Income, Asset Management, Wealth Management...
Education
University of North Florida - College of Business Administration 1999 — 2003
TIAA-CREF June 2014 - Present
Bernstein Global Wealth Management July 2003 - June 2014
Scottrade January 2000 - August 2003
Skills
Asset Managment, Equities, Series 7, Series 63, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Loans, Alternative Investments, ETFs, Credit, Bloomberg, Financial Analysis, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Fixed Income, Asset Management, Wealth Management...
Education
University of North Florida - College of Business Administration 1999 — 2003
Seth Lee's Scottrade Experience April 2008 - October 2011
Job CIMA ®, V.P. Regional Consultant, Navellier & Associates
Industry Financial Services
Experience
Navellier & Associates November 2011 - Present
Scottrade April 2008 - October 2011
Waddell & Reed September 2006 - April 2008
Education
University of Nevada-Reno
Finance
Navellier & Associates November 2011 - Present
Scottrade April 2008 - October 2011
Waddell & Reed September 2006 - April 2008
Education
University of Nevada-Reno
Finance
Bill Haggard's Scottrade Experience April 2010 - October 2011
Job ITIL Change Analyst at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. July 2011 - Present
Scottrade April 2010 - October 2011
Kimberly-Clark April 2008 - July 2009
The Nielsen Company 2005 - 2008
ACNielsen May 1997 - June 2005
Alternative Resources Corporation October 1996 - April 1997
United States Navy June 1981 - October 1996
Education
University of Phoenix 1992 — 1996
BA, Management
Raymond James Financial Inc. July 2011 - Present
Scottrade April 2010 - October 2011
Kimberly-Clark April 2008 - July 2009
The Nielsen Company 2005 - 2008
ACNielsen May 1997 - June 2005
Alternative Resources Corporation October 1996 - April 1997
United States Navy June 1981 - October 1996
Education
University of Phoenix 1992 — 1996
BA, Management
Kate Hanagan's Scottrade Experience 2008 - Present
Job Communications at Scottrade
Industry Financial Services
Experience
Scottrade 2008 - Present
NHCUC May 2005 - August 2006
United States Air Force January 1999 - March 2003
Education
University of New Hampshire-Manchester 2005 — 2007
Communication Arts
Scottrade 2008 - Present
NHCUC May 2005 - August 2006
United States Air Force January 1999 - March 2003
Education
University of New Hampshire-Manchester 2005 — 2007
Communication Arts
Walter Hinson's Scottrade Experience February 2004 - December 2006
Job Owner, Tarheel Advisors
Industry Financial Services
Experience
Tarheel Advisors January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade February 2004 - December 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA, Business
Tarheel Advisors January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade February 2004 - December 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA, Business
Deb Bollig's Scottrade Experience April 2009 - October 2010
Job Computer Software Professional
Industry Computer Software
Experience
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Justin Okita's Scottrade Experience January 2013 - February 2014
Job Business
Industry Capital Markets
Experience
BPA Savings February 2014 - Present
Scottrade January 2013 - February 2014
Scottrade June 2010 - January 2013
Student Leadership and Engagement 2008 - 2009
Skills
Management, CRM, Business Development, Forecasting, Microsoft Excel, Leadership, Salesforce.com, Accounting, Sales, Account Management, Investments, Analysis, Market Research, Marketing, Customer Service
Education
University of San Francisco 2006 — 2010
BPA Savings February 2014 - Present
Scottrade January 2013 - February 2014
Scottrade June 2010 - January 2013
Student Leadership and Engagement 2008 - 2009
Skills
Management, CRM, Business Development, Forecasting, Microsoft Excel, Leadership, Salesforce.com, Accounting, Sales, Account Management, Investments, Analysis, Market Research, Marketing, Customer Service
Education
University of San Francisco 2006 — 2010
Jason Kaminski's Scottrade Experience May 2005 - July 2010
Job .
Industry Information Technology and Services
Experience
Gartner March 2015 - Present
Fifth Third Bank February 2013 - March 2015
Staples Business Advantage August 2012 - February 2013
Apria Healthcare July 2010 - June 2012
Scottrade May 2005 - July 2010
Skills
Finance, New Business Development, Customer Service, Outlook, Sales, Salesforce.com, Access, Account Management, Strategy, Training, Marketing Strategy, Microsoft Office, Microsoft Excel, CRM, Business Planning, Employee Relations, Financial Analysis, PowerPoint, Microsoft Word, Coaching, Investment Banking
Education
University of South Florida 2002 — 2007
Bachelor of Arts, Economics, Business
Gartner March 2015 - Present
Fifth Third Bank February 2013 - March 2015
Staples Business Advantage August 2012 - February 2013
Apria Healthcare July 2010 - June 2012
Scottrade May 2005 - July 2010
Skills
Finance, New Business Development, Customer Service, Outlook, Sales, Salesforce.com, Access, Account Management, Strategy, Training, Marketing Strategy, Microsoft Office, Microsoft Excel, CRM, Business Planning, Employee Relations, Financial Analysis, PowerPoint, Microsoft Word, Coaching, Investment Banking
Education
University of South Florida 2002 — 2007
Bachelor of Arts, Economics, Business
Katie Sternowski's Scottrade Experience January 2010 - December 2010
Job Financial Services Advisory at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2011 - Present
Scottrade January 2010 - December 2010
Dow Jones May 2009 - July 2009
The Women's Center January 2008 - August 2008
Skills
Credit Risk, DMAIC, Financial Accounting, Internal Controls, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
B.S, Business Administration, Information Systems; Finance
Ernst & Young January 2011 - Present
Scottrade January 2010 - December 2010
Dow Jones May 2009 - July 2009
The Women's Center January 2008 - August 2008
Skills
Credit Risk, DMAIC, Financial Accounting, Internal Controls, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
B.S, Business Administration, Information Systems; Finance
Patti Dailey's Scottrade Experience August 2008 - Present
Job Branch Manager, Scottrade, Inc.
Industry Financial Services
Experience
Scottrade August 2008 - Present
Skills
Series 24, Series 63, Series 7, Mutual Funds, Securities, Investments, Retirement Planning, Customer Service, FINRA, Financial Services, Microsoft Office, Portfolio Management, Strategic Planning, Team Building, Wealth Management
Education
MBA-University of Phoenix 2008 — 2010
MBA, Masters Business Administration
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Scottrade August 2008 - Present
Skills
Series 24, Series 63, Series 7, Mutual Funds, Securities, Investments, Retirement Planning, Customer Service, FINRA, Financial Services, Microsoft Office, Portfolio Management, Strategic Planning, Team Building, Wealth Management
Education
MBA-University of Phoenix 2008 — 2010
MBA, Masters Business Administration
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Jack McEnery's Scottrade Experience 2013 - Present
Job AVP Treasury at Scottrade
Industry Financial Services
Experience
Scottrade 2013 - Present
Scottrade 2011 - 2013
Scottrade 2007 - 2011
Skills
Strategic Financial..., Financial Analysis, Risk Management, Financial Modeling, Finance, Financial Reporting, Analysis, Treasury, Investments, Portfolio Management, Financial Services, Asset Management, Process Improvement, Banking, Equities, Fixed Income, Securities, Leadership, Strategic Planning, Business Analysis, Mutual Funds, Microsoft Office, Microsoft Excel, Financial Markets, Series 7
Education
University of Notre Dame
Bachelor's degree, Accounting
Scottrade 2013 - Present
Scottrade 2011 - 2013
Scottrade 2007 - 2011
Skills
Strategic Financial..., Financial Analysis, Risk Management, Financial Modeling, Finance, Financial Reporting, Analysis, Treasury, Investments, Portfolio Management, Financial Services, Asset Management, Process Improvement, Banking, Equities, Fixed Income, Securities, Leadership, Strategic Planning, Business Analysis, Mutual Funds, Microsoft Office, Microsoft Excel, Financial Markets, Series 7
Education
University of Notre Dame
Bachelor's degree, Accounting
Dan Thomas CRCP's Scottrade Experience 1998 - 2004
Job Financial Services Compliance Professional
Industry Financial Services
Experience
LPL Financial July 2011 - Present
Stonehurst Securities 2006 - 2009
Brecek & Young 2004 - 2004
Scottrade 1998 - 2004
Skills
Series 7, FINRA, Series 24, Series 63, Securities, Mutual Funds, AML, Investment Advisory, Options, Wealth Management, Equities, ETFs, Fixed Income, Alternative Investments, Compliance, Asset Management, Investments, Annuities, Trading, Risk, Risk Management, Due Diligence, Bonds, Derivatives, Private Equity, Securities Regulation, Investment Strategies, Series 53, Financial Advisory
Education
University of Pennsylvania - The Wharton School
LPL Financial July 2011 - Present
Stonehurst Securities 2006 - 2009
Brecek & Young 2004 - 2004
Scottrade 1998 - 2004
Skills
Series 7, FINRA, Series 24, Series 63, Securities, Mutual Funds, AML, Investment Advisory, Options, Wealth Management, Equities, ETFs, Fixed Income, Alternative Investments, Compliance, Asset Management, Investments, Annuities, Trading, Risk, Risk Management, Due Diligence, Bonds, Derivatives, Private Equity, Securities Regulation, Investment Strategies, Series 53, Financial Advisory
Education
University of Pennsylvania - The Wharton School
Gregory Harrold's Scottrade Experience January 2000 - Present
Job Retail Sales Professional
Industry Retail
Experience
Scottrade January 2000 - Present
Ozark Mountain August 2006 - September 2009
Ozark Mountain Granite February 2006 - September 2009
Roberts Fine Jewelry January 2005 - December 2005
Comfort Keepers February 2002 - September 2005
Roberts Fine Jewelry and Art January 2005 - August 2005
Comfort Keepers February 2002 - July 2005
Purina Pet Foods March 1999 - December 2003
Descente North America March 1994 - February 2002
Purina Pet Foods January 1999 - January 2002
Education
University of Pittsburgh 1983 — 1985
no, Business
University of Pittsburgh
Westmorland County Community College
Electronic Courses, Technical Drawing and Computer Graphics; Business Management
Scottrade January 2000 - Present
Ozark Mountain August 2006 - September 2009
Ozark Mountain Granite February 2006 - September 2009
Roberts Fine Jewelry January 2005 - December 2005
Comfort Keepers February 2002 - September 2005
Roberts Fine Jewelry and Art January 2005 - August 2005
Comfort Keepers February 2002 - July 2005
Purina Pet Foods March 1999 - December 2003
Descente North America March 1994 - February 2002
Purina Pet Foods January 1999 - January 2002
Education
University of Pittsburgh 1983 — 1985
no, Business
University of Pittsburgh
Westmorland County Community College
Electronic Courses, Technical Drawing and Computer Graphics; Business Management
Rebecca Baalman's Scottrade Experience March 2015 - Present
Job Senior Enterprise Applications Analyst at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Rock-Tenn Company 2004 - December 2014
Smurfit-Stone 2000 - 2004
Skills
Troubleshooting, Process Improvement, SAP, System Administration, Disaster Recovery, IT Management, Software Development, SharePoint, Visio, Integration, HP Business..., Asset Management, Microsoft SQL Server
Education
Lewis & Clark Community College
University of Phoenix
Scottrade March 2015 - Present
Rock-Tenn Company 2004 - December 2014
Smurfit-Stone 2000 - 2004
Skills
Troubleshooting, Process Improvement, SAP, System Administration, Disaster Recovery, IT Management, Software Development, SharePoint, Visio, Integration, HP Business..., Asset Management, Microsoft SQL Server
Education
Lewis & Clark Community College
University of Phoenix
Kolton Knox's Scottrade Experience December 2011 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2011 - Present
Scottrade June 2010 - July 2011
First Premier Bank November 2006 - June 2010
BankWest Inc June 2007 - August 2008
Skills
Customer Service, Accounting
Education
University of Sioux Falls 2006 — 2011
Business Administration, Finance, Accounting, Management, Marketing
Scottrade December 2011 - Present
Scottrade June 2010 - July 2011
First Premier Bank November 2006 - June 2010
BankWest Inc June 2007 - August 2008
Skills
Customer Service, Accounting
Education
University of Sioux Falls 2006 — 2011
Business Administration, Finance, Accounting, Management, Marketing
Andrew Gradus's Scottrade Experience 1998 - 2000
Job Director, Client Portfolio Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2004 - Present
Wachovia Securities Financial Network 2000 - 2002
Scottrade 1998 - 2000
Skills
Investments, Asset Management, Portfolio Management, Series 63, Wealth Management
Education
University of North Carolina at Charlotte 1995 — 2000
BSBA, Finance
TIAA-CREF April 2004 - Present
Wachovia Securities Financial Network 2000 - 2002
Scottrade 1998 - 2000
Skills
Investments, Asset Management, Portfolio Management, Series 63, Wealth Management
Education
University of North Carolina at Charlotte 1995 — 2000
BSBA, Finance
Adam Dunham's Scottrade Experience November 2011 - Present
Job Stockbroker
Industry Financial Services
Experience
Scottrade November 2011 - Present
Scottrade May 2011 - November 2011
Scottrade November 2010 - May 2011
Skills
Series 7, Series 63
Education
University of South Carolina-Aiken 2008 — 2011
Bachelor of Science, Finance
Scottrade November 2011 - Present
Scottrade May 2011 - November 2011
Scottrade November 2010 - May 2011
Skills
Series 7, Series 63
Education
University of South Carolina-Aiken 2008 — 2011
Bachelor of Science, Finance
Johnathan Roeper's Scottrade Experience July 2008 - July 2012
Job Financial Services Intern at Scottrade
Industry Financial Services
Experience
Scottrade July 2008 - July 2012
Soho Cycling Studio January 2011 - May 2011
University of South Florida January 2005 - March 2008
Skills
Analysis, CRM, Access, Finance, Management, Time Management, Facebook, Microsoft Excel, Outlook, PowerPoint, SharePoint, Microsoft Office
Education
University of Tampa - John H. Sykes College of Business 2009 — 2012
MBA, 3.64/4.00
University of South Florida 2004 — 2008
Bachelor of Science in Business Administration, Finance, 3.86/4.00
Scottrade July 2008 - July 2012
Soho Cycling Studio January 2011 - May 2011
University of South Florida January 2005 - March 2008
Skills
Analysis, CRM, Access, Finance, Management, Time Management, Facebook, Microsoft Excel, Outlook, PowerPoint, SharePoint, Microsoft Office
Education
University of Tampa - John H. Sykes College of Business 2009 — 2012
MBA, 3.64/4.00
University of South Florida 2004 — 2008
Bachelor of Science in Business Administration, Finance, 3.86/4.00
Eric Francis's Scottrade Experience September 2014 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Fidelity Investments November 2010 - June 2013
Fidelity Investments December 2007 - November 2010
Education
University of Phoenix 2010 — 2012
BS in Business, emphisis in Finance, Business, Finance, Economics, 3.7
Utah Valley University 2005 — 2007
BS in Business, Business, 3.6
Scottrade September 2014 - Present
Fidelity Investments November 2010 - June 2013
Fidelity Investments December 2007 - November 2010
Education
University of Phoenix 2010 — 2012
BS in Business, emphisis in Finance, Business, Finance, Economics, 3.7
Utah Valley University 2005 — 2007
BS in Business, Business, 3.6
Daric Stegall's Scottrade Experience July 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Fred Schrick's Scottrade Experience March 2009 - January 2014
Job Managing Director Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Sigma-Aldrich January 2014 - May 2015
Scottrade March 2009 - January 2014
UBS January 2002 - February 2009
Arthur Andersen July 1999 - December 2001
Skills
Finance, Forecasting, Budgets, Banking, GAAP, Managerial Finance, Auditing, Financial Modeling, Management, Financial Audits, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Corporate Finance, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Charles Schwab May 2015 - Present
Sigma-Aldrich January 2014 - May 2015
Scottrade March 2009 - January 2014
UBS January 2002 - February 2009
Arthur Andersen July 1999 - December 2001
Skills
Finance, Forecasting, Budgets, Banking, GAAP, Managerial Finance, Auditing, Financial Modeling, Management, Financial Audits, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Corporate Finance, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
James Kauchak's Scottrade Experience July 2010 - July 2012
Job N/A
Industry Financial Services
Experience
PNC July 2012 - June 2015
Scottrade July 2010 - July 2012
MetLife March 2007 - July 2010
TD Ameritrade October 1993 - December 2006
Education
University of South Florida
Bachelor's Degree, Finance, General
PNC July 2012 - June 2015
Scottrade July 2010 - July 2012
MetLife March 2007 - July 2010
TD Ameritrade October 1993 - December 2006
Education
University of South Florida
Bachelor's Degree, Finance, General
John Lochausen's Scottrade Experience July 2013 - August 2014
Job Account Systems Engineer
Industry Information Technology and Services
Experience
EMC August 2014 - Present
Scottrade July 2013 - August 2014
hibu July 2005 - July 2013
Skills
Project Management, VMware, Windows, Virtualization, Disaster Recovery, Cloud Computing, VMware ESX, Microsoft SQL Server, Active Directory, Windows Server, Agile Methodologies, Integration, SharePoint, Troubleshooting, Data Center, Servers, System Administration, Linux, SAN, Storage, Storage Area Networks
Education
University of Northern Iowa 2003 — 2005
Bachelor of Science (B.S.), Computer Science
EMC August 2014 - Present
Scottrade July 2013 - August 2014
hibu July 2005 - July 2013
Skills
Project Management, VMware, Windows, Virtualization, Disaster Recovery, Cloud Computing, VMware ESX, Microsoft SQL Server, Active Directory, Windows Server, Agile Methodologies, Integration, SharePoint, Troubleshooting, Data Center, Servers, System Administration, Linux, SAN, Storage, Storage Area Networks
Education
University of Northern Iowa 2003 — 2005
Bachelor of Science (B.S.), Computer Science
Monique Anguiano's Scottrade Experience February 2010 - September 2013
Job Accountant at Sysco
Industry Financial Services
Experience
Sysco September 2013 - Present
Scottrade February 2010 - September 2013
Scottrade July 2009 - February 2010
Scottrade July 2008 - July 2009
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Portfolio Management, Options, Fixed Income
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Accounting
Sysco September 2013 - Present
Scottrade February 2010 - September 2013
Scottrade July 2009 - February 2010
Scottrade July 2008 - July 2009
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Portfolio Management, Options, Fixed Income
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Accounting
Brian Doan's Scottrade Experience April 2006 - Present
Job
Industry Financial Services
Experience
Scottrade April 2006 - Present
Skills
Sales
Education
University of Oregon
Bachelor of Applied Science (B.A.Sc.), Economics
Scottrade April 2006 - Present
Skills
Sales
Education
University of Oregon
Bachelor of Applied Science (B.A.Sc.), Economics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank