Scottrade Company
Industry: Banking company
DescriptionScottrade was a discount brokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Customer service: 00 1 314-543-6188 Headquarters: St. Louis, Missouri, United States Founder: Rodger O. Riney Founded: 1980, Scottsdale, Arizona, United States Parent organization: TD Ameritrade Subsidiary: FocusShares Trust
Scottrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scottrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,787 Scottrade employees in database. Find out everything there's to know about Scottrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scottrade Employees
Employee
Years
Job
Industry
Brian Spaulding Brian Spaulding's Scottrade Experience July 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - July 2014
AXA Advisors 2010 - 2010
BYU-Idaho 2010 - 2010
Skills
Retail Banking, Investments, Loans, Sales, Customer Service, Banking, Consumer Lending, Finance, Financial Analysis, Insurance, Leadership, PowerPoint, Wealth Management
Education
Northwest Nazarene University 2013 — 2014
Master of Business Administration (MBA)
BYU-Idaho 2006 — 2010
Bachelor of Science (BS), Economics
Scottrade July 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - July 2014
AXA Advisors 2010 - 2010
BYU-Idaho 2010 - 2010
Skills
Retail Banking, Investments, Loans, Sales, Customer Service, Banking, Consumer Lending, Finance, Financial Analysis, Insurance, Leadership, PowerPoint, Wealth Management
Education
Northwest Nazarene University 2013 — 2014
Master of Business Administration (MBA)
BYU-Idaho 2006 — 2010
Bachelor of Science (BS), Economics
Steve Choo Steve Choo's Scottrade Experience October 2012 - September 2013
Job Supply Chain Quote Specialist at Raytheon
Industry Financial Services
Experience
Raytheon Space and Airborne Systems August 2014 - Present
U.S. Trust June 2014 - August 2014
Goldman Sachs 10,000 Small Businesses at Long Beach City College September 2013 - May 2014
Scottrade October 2012 - September 2013
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Management, Supply Chain Management & Operations
Raytheon Space and Airborne Systems August 2014 - Present
U.S. Trust June 2014 - August 2014
Goldman Sachs 10,000 Small Businesses at Long Beach City College September 2013 - May 2014
Scottrade October 2012 - September 2013
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Management, Supply Chain Management & Operations
Garrick Leung Garrick Leung's Scottrade Experience March 2010 - July 2011
Job Analyst at Callan Associates
Industry Investment Management
Experience
Callan Associates April 2013 - Present
Wells Fargo Securities 2012 - April 2013
Scottrade March 2010 - July 2011
Osterweis Capital Management July 2009 - September 2009
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance
Callan Associates April 2013 - Present
Wells Fargo Securities 2012 - April 2013
Scottrade March 2010 - July 2011
Osterweis Capital Management July 2009 - September 2009
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance
Randy Klassen Randy Klassen's Scottrade Experience September 2007 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2007 - Present
Help-U-Sell Real Estate February 2004 - September 2007
Charles Schwab August 1993 - June 2004
Skills
Series 7, FINRA, Series 63, Securities, IRAs, Bonds, Mutual Funds, Options, Equities, ETFs, Finance, Financial Services, Investments, Portfolio Management, Risk Management, Small Business, Wealth Management
Education
California State University-Bakersfield
Bachelor of Business Administration (B.B.A.)
Scottrade September 2007 - Present
Help-U-Sell Real Estate February 2004 - September 2007
Charles Schwab August 1993 - June 2004
Skills
Series 7, FINRA, Series 63, Securities, IRAs, Bonds, Mutual Funds, Options, Equities, ETFs, Finance, Financial Services, Investments, Portfolio Management, Risk Management, Small Business, Wealth Management
Education
California State University-Bakersfield
Bachelor of Business Administration (B.B.A.)
Agatha Gucyski Agatha Gucyski's Scottrade Experience July 2014 - May 2015
Job VP Finance for the California State Student Association
Industry Public Policy
Experience
Public Policy Institute of California June 2015 - Present
California State Student Association July 2014 - Present
Scottrade July 2014 - May 2015
California State Student Association July 2013 - June 2014
Associated Students, Incorporated at California State University Long Beach June 2013 - May 2014
Associated Students, Incorporated at California State University Long Beach February 2012 - May 2013
Knott's Berry Farm July 2011 - January 2013
California State University, Long Beach March 2012 - June 2012
Macy's November 2011 - March 2012
Skills
Public Speaking, Community Outreach, Higher Education, Event Planning, Leadership Development, Microsoft Excel, Leadership, Budgets, PowerPoint
Education
California State University-Long Beach 2011 — 2016
Bachelor of Science (B.S.), Business Administration: Finance and Human Resource Management
Public Policy Institute of California June 2015 - Present
California State Student Association July 2014 - Present
Scottrade July 2014 - May 2015
California State Student Association July 2013 - June 2014
Associated Students, Incorporated at California State University Long Beach June 2013 - May 2014
Associated Students, Incorporated at California State University Long Beach February 2012 - May 2013
Knott's Berry Farm July 2011 - January 2013
California State University, Long Beach March 2012 - June 2012
Macy's November 2011 - March 2012
Skills
Public Speaking, Community Outreach, Higher Education, Event Planning, Leadership Development, Microsoft Excel, Leadership, Budgets, PowerPoint
Education
California State University-Long Beach 2011 — 2016
Bachelor of Science (B.S.), Business Administration: Finance and Human Resource Management
Jason Fry Jason Fry's Scottrade Experience February 2007 - October 2008
Job Senior Associate at KPMG Advisory
Industry Financial Services
Experience
KPMG Advisory October 2010 - Present
The Walt Disney Company June 2009 - June 2010
Pacific Life October 2008 - June 2009
Scottrade February 2007 - October 2008
Romano's Macaroni Grill June 2005 - January 2007
Skills
Accounting, Financial Analysis, Financial Modeling, Valuation, Auditing, Financial Reporting, Microsoft Excel, Finance, Investments, QuickBooks, PowerPoint, Microsoft Word, Bloomberg, Sarbanes-Oxley Act, GAAP, Private Equity, External Audit, Banking
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2010
BA, Accounting/Finance
Canyon HS 2001 — 2005
General Studies
KPMG Advisory October 2010 - Present
The Walt Disney Company June 2009 - June 2010
Pacific Life October 2008 - June 2009
Scottrade February 2007 - October 2008
Romano's Macaroni Grill June 2005 - January 2007
Skills
Accounting, Financial Analysis, Financial Modeling, Valuation, Auditing, Financial Reporting, Microsoft Excel, Finance, Investments, QuickBooks, PowerPoint, Microsoft Word, Bloomberg, Sarbanes-Oxley Act, GAAP, Private Equity, External Audit, Banking
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2010
BA, Accounting/Finance
Canyon HS 2001 — 2005
General Studies
Frankie Carson Frankie Carson's Scottrade Experience January 2012 - December 2014
Job Equity Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research January 2015 - Present
Scottrade January 2012 - December 2014
Scottrade February 2011 - December 2011
Student Managed Investment Funds August 2010 - May 2011
Skills
Microsoft Excel, VBA, Financial Modeling, Financial Writing, Equity Research, Time Management, Finance, Investments, Portfolio Management
Education
Bowling Green State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Longbow Research January 2015 - Present
Scottrade January 2012 - December 2014
Scottrade February 2011 - December 2011
Student Managed Investment Funds August 2010 - May 2011
Skills
Microsoft Excel, VBA, Financial Modeling, Financial Writing, Equity Research, Time Management, Finance, Investments, Portfolio Management
Education
Bowling Green State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Kyle Pieper, MBA CRPC®'s Scottrade Experience April 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Brokers Financial Services, LLC March 2013 - February 2015
Principal Financial Group February 2012 - March 2013
Ameriprise Financial Services, Inc. August 2009 - February 2012
MetLife Financial Services October 2008 - July 2009
Golf facilities in Iowa and Minnesota April 2003 - September 2008
Skills
Retirement, Investments, Retirement Planning, Variable Annuities, Mutual Funds, Securities, ETFs, Financial Advisory, IRAs, 401k Rollovers, Fixed Annuities, Life Insurance, Brokerage, Series 7, Series 66, Strategic Financial..., Insurance, Uniform Combined State..., Golf Clubs, Golf Instruction, Disability Insurance, 401k, Financial Planning
Education
Iowa State University - College of Business 2012 — 2015
Master's Degree, Finance
Iowa State University - College of Business 2001 — 2003
BS, Business Management
Buena Vista University 1999 — 2001
Scottrade April 2015 - Present
Brokers Financial Services, LLC March 2013 - February 2015
Principal Financial Group February 2012 - March 2013
Ameriprise Financial Services, Inc. August 2009 - February 2012
MetLife Financial Services October 2008 - July 2009
Golf facilities in Iowa and Minnesota April 2003 - September 2008
Skills
Retirement, Investments, Retirement Planning, Variable Annuities, Mutual Funds, Securities, ETFs, Financial Advisory, IRAs, 401k Rollovers, Fixed Annuities, Life Insurance, Brokerage, Series 7, Series 66, Strategic Financial..., Insurance, Uniform Combined State..., Golf Clubs, Golf Instruction, Disability Insurance, 401k, Financial Planning
Education
Iowa State University - College of Business 2012 — 2015
Master's Degree, Finance
Iowa State University - College of Business 2001 — 2003
BS, Business Management
Buena Vista University 1999 — 2001
Freddie Ng Freddie Ng's Scottrade Experience September 2011 - December 2011
Job Senior Tax Associate at ACG Certified Public Accountants
Industry Accounting
Experience
ACG Certified Public Accountants September 2015 - Present
ACG Certified Public Accountants June 2013 - Present
ACG Certified Public Accountants June 2012 - September 2012
Scottrade September 2011 - December 2011
Visa June 2011 - August 2011
Skills
PowerPoint, Data Entry, Talent Acquisition, Microsoft Excel, Research, Customer Service, Microsoft Office, Accounting, Access, Photoshop, Microsoft Word, Taleo, Teamwork, Analysis, Inventory Management, Finance, Outlook, Facebook, Sales, Team Leadership, Data Analysis, Event Planning, Customer Satisfaction
Education
California State University-East Bay 2009 — 2013
Business Administration (Accounting, Finance)
ACG Certified Public Accountants September 2015 - Present
ACG Certified Public Accountants June 2013 - Present
ACG Certified Public Accountants June 2012 - September 2012
Scottrade September 2011 - December 2011
Visa June 2011 - August 2011
Skills
PowerPoint, Data Entry, Talent Acquisition, Microsoft Excel, Research, Customer Service, Microsoft Office, Accounting, Access, Photoshop, Microsoft Word, Taleo, Teamwork, Analysis, Inventory Management, Finance, Outlook, Facebook, Sales, Team Leadership, Data Analysis, Event Planning, Customer Satisfaction
Education
California State University-East Bay 2009 — 2013
Business Administration (Accounting, Finance)
Christine Pham's Scottrade Experience September 2010 - January 2013
Job Small Business Development Program Assistant at San Diego County Regional Airport Authority
Industry Aviation & Aerospace
Experience
San Diego County Regional Airport Authority January 2013 - Present
Scottrade September 2010 - January 2013
Scottrade June 2009 - September 2010
International Center September 2008 - June 2009
Cooperative Education September 2007 - June 2009
Refractec 2007 - 2007
The Walt Disney Company 2005 - 2005
Skills
Product Marketing, Account Management, CRM, Siebel, Seminar Marketing, Event Management, Public Seminars, Email Marketing, Series 7, Series 63, Microsoft Suites, Creative Writing, Computer Proficiency, Customer Support, Thrives on challenges, Thrive in..., Adaptability, Client Counseling, Positive Team Player, Collaborative Problem..., Cross-functional Team..., Event Planning, Outstanding..., Business Relationship..., Administrative Duties
Education
Cal Poly Pomona 2005 — 2009
Bachelor of Science (BS), Marketing & International Business
San Diego County Regional Airport Authority January 2013 - Present
Scottrade September 2010 - January 2013
Scottrade June 2009 - September 2010
International Center September 2008 - June 2009
Cooperative Education September 2007 - June 2009
Refractec 2007 - 2007
The Walt Disney Company 2005 - 2005
Skills
Product Marketing, Account Management, CRM, Siebel, Seminar Marketing, Event Management, Public Seminars, Email Marketing, Series 7, Series 63, Microsoft Suites, Creative Writing, Computer Proficiency, Customer Support, Thrives on challenges, Thrive in..., Adaptability, Client Counseling, Positive Team Player, Collaborative Problem..., Cross-functional Team..., Event Planning, Outstanding..., Business Relationship..., Administrative Duties
Education
Cal Poly Pomona 2005 — 2009
Bachelor of Science (BS), Marketing & International Business
Thomas Kinch Thomas Kinch's Scottrade Experience 2008 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
US Bancorp Investment Inc June 2015 - Present
Scottrade 2008 - 2014
Starbucks January 2003 - January 2007
Skills
Stock Market, Financial Services, Seminars, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Portfolio Management, Management, CRM, Series 63, Training
Education
California State University-Los Angeles 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
US Bancorp Investment Inc June 2015 - Present
Scottrade 2008 - 2014
Starbucks January 2003 - January 2007
Skills
Stock Market, Financial Services, Seminars, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Portfolio Management, Management, CRM, Series 63, Training
Education
California State University-Los Angeles 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Joseph Lichtenger Joseph Lichtenger's Scottrade Experience October 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
MassMutual Financial Group January 2014 - October 2014
New York Life Insurance Company March 2012 - July 2013
Pacific Property Company December 2006 - July 2010
Accountants International January 2006 - December 2006
Education
Brown University
B.A.
New York University
Scottrade October 2014 - Present
MassMutual Financial Group January 2014 - October 2014
New York Life Insurance Company March 2012 - July 2013
Pacific Property Company December 2006 - July 2010
Accountants International January 2006 - December 2006
Education
Brown University
B.A.
New York University
Patricia Yue, CFA's Scottrade Experience July 2003 - December 2005
Job Operations Associate at Esposito Securities, LLC
Industry Investment Management
Experience
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Louis Evaga Louis Evaga's Scottrade Experience October 2005 - October 2014
Job Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Morgan Stanley November 2014 - August 2015
Scottrade October 2005 - October 2014
E*TRADE Financial Corporation 2000 - 2005
Fidelity Investments September 1999 - June 2000
Skills
Team Building, Microsoft Office, Management, Negotiation, Customer Service, Sales, Microsoft Excel, Financial Analysis, Microsoft Word, Public Speaking, Finance, Equities, Leadership, Financial Services, Team Leadership, Analysis, Series 7, Mutual Funds, Series 63, Investments, Securities
Education
University of Utah - David Eccles School of Business 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, General Studies
Fidelity Investments August 2015 - Present
Morgan Stanley November 2014 - August 2015
Scottrade October 2005 - October 2014
E*TRADE Financial Corporation 2000 - 2005
Fidelity Investments September 1999 - June 2000
Skills
Team Building, Microsoft Office, Management, Negotiation, Customer Service, Sales, Microsoft Excel, Financial Analysis, Microsoft Word, Public Speaking, Finance, Equities, Leadership, Financial Services, Team Leadership, Analysis, Series 7, Mutual Funds, Series 63, Investments, Securities
Education
University of Utah - David Eccles School of Business 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, General Studies
Peggy Tong's Scottrade Experience January 2004 - September 2014
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Scottrade January 2004 - September 2014
Kant Insurance Services 2001 - 2004
Skills
Series 7, Series 63, investments, Securities, Finance, Customer Service
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Merrill Edge September 2014 - Present
Scottrade January 2004 - September 2014
Kant Insurance Services 2001 - 2004
Skills
Series 7, Series 63, investments, Securities, Finance, Customer Service
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Andrew Megia Andrew Megia's Scottrade Experience January 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade September 2014 - January 2015
Scottrade June 2013 - September 2014
Northwestern Mutual December 2012 - June 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Customer Service, Banking, Microsoft Office, Microsoft Word, Life Insurance, Outlook, Insurance, Sales, Data Analysis, Teamwork, Management, Time Management, CRM, Process Improvement, Finance, Financial Services
Education
California State University-East Bay 2013 — 2014
Bachelor's degree, Business Administration Finance and Corporate Management
Foothill College 2010 — 2012
Associate of Arts (A.A.), Business Administration
Scottrade January 2015 - Present
Scottrade September 2014 - January 2015
Scottrade June 2013 - September 2014
Northwestern Mutual December 2012 - June 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Customer Service, Banking, Microsoft Office, Microsoft Word, Life Insurance, Outlook, Insurance, Sales, Data Analysis, Teamwork, Management, Time Management, CRM, Process Improvement, Finance, Financial Services
Education
California State University-East Bay 2013 — 2014
Bachelor's degree, Business Administration Finance and Corporate Management
Foothill College 2010 — 2012
Associate of Arts (A.A.), Business Administration
Chris Grell's Scottrade Experience January 2012 - May 2013
Job Technical Project Coordinator
Industry Banking
Experience
Wells Fargo November 2014 - Present
PennyMac Loan Services, LLC September 2014 - November 2014
PennyMac Loan Services, LLC June 2013 - September 2014
Scottrade January 2012 - May 2013
Non Profit Judaism by Choice June 2011 - June 2012
Apple Inc. February 2011 - December 2011
Skills
Sales, Banking, Analysis, Customer Service, Microsoft Excel, Technology, Computers, Apple, Investing, Investments, Financial Analysis, Strategic Planning, Forecasting, Social Media
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Finance
Wells Fargo November 2014 - Present
PennyMac Loan Services, LLC September 2014 - November 2014
PennyMac Loan Services, LLC June 2013 - September 2014
Scottrade January 2012 - May 2013
Non Profit Judaism by Choice June 2011 - June 2012
Apple Inc. February 2011 - December 2011
Skills
Sales, Banking, Analysis, Customer Service, Microsoft Excel, Technology, Computers, Apple, Investing, Investments, Financial Analysis, Strategic Planning, Forecasting, Social Media
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Finance
Bryan Powell Bryan Powell's Scottrade Experience June 2008 - April 2013
Job VP Client Contact Center Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Scottrade June 2008 - April 2013
Scottrade November 1997 - June 2008
Skills
Change Management, Leadership, Leadership Development, Supervision, Business Coaching, Professional Mentoring, Project Management, Project Coordination, Sales Management, Management, Sales, Banking, Analysis, Training, Strategy, Process Improvement, Finance, Performance Management, Budgets, Financial Services, Coaching, Program Management, Investments, Risk Management, Securities, ETFs, Options, Trading, Equities, Bonds, Financial Markets, Portfolio Management, FINRA, Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory
Education
Cal State Fullerton 2005 — 2007
Master's degree, Econometrics and Quantitative Economics
California State University-Long Beach 1992 — 1996
Bachelor of Science (B.S.), Economics
Wells Fargo Advisors April 2013 - Present
Scottrade June 2008 - April 2013
Scottrade November 1997 - June 2008
Skills
Change Management, Leadership, Leadership Development, Supervision, Business Coaching, Professional Mentoring, Project Management, Project Coordination, Sales Management, Management, Sales, Banking, Analysis, Training, Strategy, Process Improvement, Finance, Performance Management, Budgets, Financial Services, Coaching, Program Management, Investments, Risk Management, Securities, ETFs, Options, Trading, Equities, Bonds, Financial Markets, Portfolio Management, FINRA, Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory
Education
Cal State Fullerton 2005 — 2007
Master's degree, Econometrics and Quantitative Economics
California State University-Long Beach 1992 — 1996
Bachelor of Science (B.S.), Economics
Rocky Monson's Scottrade Experience September 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
TD Ameritrade Institutional March 2011 - July 2014
Skills
Customer Service, Salesforce.com, Financial Analysis, Series 7, Risk Management, Microsoft Office, Banking, Relationship Management, Wealth Management, Securities
Education
California State University-Bakersfield
Bachelor’s Degree, Business Administration
Scottrade September 2014 - Present
TD Ameritrade Institutional March 2011 - July 2014
Skills
Customer Service, Salesforce.com, Financial Analysis, Series 7, Risk Management, Microsoft Office, Banking, Relationship Management, Wealth Management, Securities
Education
California State University-Bakersfield
Bachelor’s Degree, Business Administration
Dong Yi Yuan's Scottrade Experience August 2011 - Present
Job Intern Finance and Analytics at American Advisors Group, Inc. (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) April 2015 - Present
Scottrade August 2011 - Present
Modern Color February 2007 - May 2011
Chinatown Service Center July 2008 - September 2010
Skills
Customer Service, Finance, Sales, Leadership, Microsoft Excel, PowerPoint, Team Building, Employee Training, Microsoft Office, Negotiation, Microsoft Word, Nonprofits, Retail, Pricing, Financial Analysis
Education
Cal Poly Pomona 2012 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Pasadena City College 2010 — 2012
American Advisors Group, Inc. (AAG Reverse Mortgage) April 2015 - Present
Scottrade August 2011 - Present
Modern Color February 2007 - May 2011
Chinatown Service Center July 2008 - September 2010
Skills
Customer Service, Finance, Sales, Leadership, Microsoft Excel, PowerPoint, Team Building, Employee Training, Microsoft Office, Negotiation, Microsoft Word, Nonprofits, Retail, Pricing, Financial Analysis
Education
Cal Poly Pomona 2012 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Pasadena City College 2010 — 2012
Tony Vangi Tony Vangi's Scottrade Experience June 2012 - October 2012
Job Municipal Security Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2014 - Present
NJ Army National Guard January 2009 - April 2014
ReNew Jersey Stronger September 2013 - October 2013
ReNew Jersey Stronger June 2013 - August 2013
Scottrade June 2012 - October 2012
Skills
Military Experience, Microsoft Office, Teamwork, Organizational Behavior, Leadership Development, Microsoft Excel, PowerPoint, Microsoft Word, Access, Outlook, Stata, R, SAS, SharePoint, HTML, CSS, Economic Research, Customer Service, Public Speaking, Quantitative Analytics, Spanish
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Bachelor of Arts (B.A.), Economics
Brookdale Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Bloomberg LP April 2014 - Present
NJ Army National Guard January 2009 - April 2014
ReNew Jersey Stronger September 2013 - October 2013
ReNew Jersey Stronger June 2013 - August 2013
Scottrade June 2012 - October 2012
Skills
Military Experience, Microsoft Office, Teamwork, Organizational Behavior, Leadership Development, Microsoft Excel, PowerPoint, Microsoft Word, Access, Outlook, Stata, R, SAS, SharePoint, HTML, CSS, Economic Research, Customer Service, Public Speaking, Quantitative Analytics, Spanish
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Bachelor of Arts (B.A.), Economics
Brookdale Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Kim Alt Kim Alt's Scottrade Experience January 2006 - August 2006
Job Vice President, Operations
Industry Banking
Experience
GenoaBank September 2012 - Present
GenoaBank May 2010 - September 2012
GenoaBank May 2009 - May 2010
GenoaBank September 2007 - May 2009
Ernst & Young June 2007 - August 2007
GenoaBank May 2006 - October 2006
Scottrade January 2006 - August 2006
Skills
Finance, Banking, Financial Analysis, Commercial Banking, Loans, Credit Analysis, Credit, Retail, Team Building, Budgets
Education
Bowling Green State University 2003 — 2007
BSBA, Accounting, Finance
GenoaBank September 2012 - Present
GenoaBank May 2010 - September 2012
GenoaBank May 2009 - May 2010
GenoaBank September 2007 - May 2009
Ernst & Young June 2007 - August 2007
GenoaBank May 2006 - October 2006
Scottrade January 2006 - August 2006
Skills
Finance, Banking, Financial Analysis, Commercial Banking, Loans, Credit Analysis, Credit, Retail, Team Building, Budgets
Education
Bowling Green State University 2003 — 2007
BSBA, Accounting, Finance
Lauren Dudley's Scottrade Experience March 2015 - Present
Job Branch Intern at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Merrill Educational Center June 2014 - Present
Education
California Lutheran University 2012 — 2016
Bachelor's degree, Business Administration with a Finance and Marketing emphasis, 3.96 Overall GPA; 4.0 Major GPA
Scottrade March 2015 - Present
Merrill Educational Center June 2014 - Present
Education
California Lutheran University 2012 — 2016
Bachelor's degree, Business Administration with a Finance and Marketing emphasis, 3.96 Overall GPA; 4.0 Major GPA
Mitchell Vanasupa's Scottrade Experience September 2013 - Present
Job Intern for Scottrade, CSUN class of 2015
Industry Financial Services
Experience
Scottrade September 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Team Leadership, Leadership, Social Networking, Facebook, Public Relations, Sales, Access, Outlook, Market Research
Education
California State University-Northridge 2012 — 2015
Bachelor of Arts (B.A.), Economics
Scottrade September 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Team Leadership, Leadership, Social Networking, Facebook, Public Relations, Sales, Access, Outlook, Market Research
Education
California State University-Northridge 2012 — 2015
Bachelor of Arts (B.A.), Economics
Elisha Porterfield, CFP® Elisha Porterfield, CFP®'s Scottrade Experience August 2007 - May 2009
Job Minas Sabau Porterfield Group at City Securities Corporation Financial Advisor & Planner
Industry Financial Services
Experience
City Securities Corporation May 2009 - Present
Scottrade August 2007 - May 2009
Scottrade November 2006 - August 2007
Scottrade June 2005 - November 2006
Scottrade January 2003 - December 2004
Education
Butler University 2002 — 2004
Bachelor of Science (BS)
Hillsdale College 2001 — 2002
Culver Academies 1997 — 2001
City Securities Corporation May 2009 - Present
Scottrade August 2007 - May 2009
Scottrade November 2006 - August 2007
Scottrade June 2005 - November 2006
Scottrade January 2003 - December 2004
Education
Butler University 2002 — 2004
Bachelor of Science (BS)
Hillsdale College 2001 — 2002
Culver Academies 1997 — 2001
Brett Clement's Scottrade Experience July 2014 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
Scottrade September 2010 - July 2014
Maintech March 2008 - May 2009
Skills
Mutual Funds, Series 9, Series 10, Series 63, Finance, Equities, Investments, Series 7, Bonds, ETFs, Retirement Planning, IRAs, Options, Trading, Securities, Retirement, Financial Modeling, Stocks
Education
California State University-Fullerton 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Scottrade July 2014 - Present
Scottrade September 2010 - July 2014
Maintech March 2008 - May 2009
Skills
Mutual Funds, Series 9, Series 10, Series 63, Finance, Equities, Investments, Series 7, Bonds, ETFs, Retirement Planning, IRAs, Options, Trading, Securities, Retirement, Financial Modeling, Stocks
Education
California State University-Fullerton 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Gabriella Rossi's Scottrade Experience June 2012 - January 2013
Job Office Services Manager at Gensler
Industry Architecture & Planning
Experience
Gensler August 2013 - Present
Gensler January 2013 - August 2013
Scottrade June 2012 - January 2013
Scottrade October 2011 - May 2012
Six Senses Resorts & Spas June 2011 - August 2011
Sun National Bank June 2009 - January 2011
Allies, Inc September 2006 - June 2008
Sun National Bank May 2007 - May 2008
Skills
Promotions, Event Management, PowerPoint, Outlook, Excel, Series 7, Series 63, Microsoft Excel, Microsoft Word, Project Management, Operations Management, Team Management, Sales, Budgets, Management, Marketing, Customer Service, Microsoft Office, Time Management, Leadership, Event Planning
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Our Lady of Fatima 1993 — 2004
Gensler August 2013 - Present
Gensler January 2013 - August 2013
Scottrade June 2012 - January 2013
Scottrade October 2011 - May 2012
Six Senses Resorts & Spas June 2011 - August 2011
Sun National Bank June 2009 - January 2011
Allies, Inc September 2006 - June 2008
Sun National Bank May 2007 - May 2008
Skills
Promotions, Event Management, PowerPoint, Outlook, Excel, Series 7, Series 63, Microsoft Excel, Microsoft Word, Project Management, Operations Management, Team Management, Sales, Budgets, Management, Marketing, Customer Service, Microsoft Office, Time Management, Leadership, Event Planning
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Our Lady of Fatima 1993 — 2004
Cynthia Cerda's Scottrade Experience December 2009 - September 2011
Job TMG Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon November 2011 - July 2013
Scottrade December 2009 - September 2011
Skills
Banking, Investments, Financial Services, Securities, Bonds, Finance, Relationship Management
Education
California State University-Long Beach 2006 — 2011
Bachelor of Science (B.S.), Finance, General
BNY Mellon July 2013 - Present
BNY Mellon November 2011 - July 2013
Scottrade December 2009 - September 2011
Skills
Banking, Investments, Financial Services, Securities, Bonds, Finance, Relationship Management
Education
California State University-Long Beach 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Curtis Pray Curtis Pray's Scottrade Experience January 2005 - January 2007
Job Plant Services Manager at MPW Industrial Services
Industry Industrial Automation
Experience
MPW Industrial Services August 2013 - Present
MPW Industrial Services August 2010 - August 2013
ITT Cleveland Motion Controls January 2010 - September 2010
ITT Cleveland Motion Controls October 2008 - January 2010
ITT Cleveland Motion Controls May 2007 - October 2008
Faurecia January 2007 - May 2007
Scottrade January 2005 - January 2007
Skills
Lean Manufacturing, Supply Chain, Six Sigma, Purchasing, Operations Management, Project Management, Manufacturing, Management, Process Improvement, Forecasting, Customer Service, Inventory Management, Supply Chain Management, Continuous Improvement, Team Building, Training, Team Leadership, Leadership, Cross-functional Team..., Contract Negotiation, Logistics, Contract Management
Education
Bowling Green State University 2003 — 2007
BS, Finance
Centerville High School 2000 — 2003
MPW Industrial Services August 2013 - Present
MPW Industrial Services August 2010 - August 2013
ITT Cleveland Motion Controls January 2010 - September 2010
ITT Cleveland Motion Controls October 2008 - January 2010
ITT Cleveland Motion Controls May 2007 - October 2008
Faurecia January 2007 - May 2007
Scottrade January 2005 - January 2007
Skills
Lean Manufacturing, Supply Chain, Six Sigma, Purchasing, Operations Management, Project Management, Manufacturing, Management, Process Improvement, Forecasting, Customer Service, Inventory Management, Supply Chain Management, Continuous Improvement, Team Building, Training, Team Leadership, Leadership, Cross-functional Team..., Contract Negotiation, Logistics, Contract Management
Education
Bowling Green State University 2003 — 2007
BS, Finance
Centerville High School 2000 — 2003
Betsy Hornbeck Betsy Hornbeck's Scottrade Experience April 2011 - December 2011
Job Sr. QA Coordinator at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Advisors June 2013 - Present
TEKsystems December 2011 - June 2013
Scottrade April 2011 - December 2011
Scottrade February 2009 - April 2011
Washington University School of Medicine March 1995 - May 2008
Anheuser-Busch Companies 2008 - 2008
St. Louis Zoological Park January 1992 - March 1995
Skills
HTML, Quality Assurance, Business Analysis, Visio, Dreamweaver, PowerPoint, Databases, CSS, SAS Programming, SQL, Data Analysis, Business Requirements, IBM Data Studio, Technical Documentation, GUI Testing, System Testing, Software Project..., Technical Writing, Network Diagrams, Defect Tracking, Web Usability, User Acceptance Testing, Test Planning, Analysis, Software Documentation, Requirements Analysis, Quality Center, Regression Testing, SnagIt, Software Quality..., Test Cases, Requirements Gathering, Testing, SDLC, Thomson BETA Systems, Ipreo Syndicate Trading..., Production Support, Integration, Systems Analysis, Web Applications, Microsoft SQL Server, SharePoint, Agile Methodologies, Waterfall, XML, SAS programming, Usability, HP Quality Center
Education
Colorado State University 1985 — 1987
B.S., Zoology
Washington University in St. Louis
Bryn Mawr College
Crossroads High School
Wells Fargo Securities March 2015 - Present
Wells Fargo Advisors June 2013 - Present
TEKsystems December 2011 - June 2013
Scottrade April 2011 - December 2011
Scottrade February 2009 - April 2011
Washington University School of Medicine March 1995 - May 2008
Anheuser-Busch Companies 2008 - 2008
St. Louis Zoological Park January 1992 - March 1995
Skills
HTML, Quality Assurance, Business Analysis, Visio, Dreamweaver, PowerPoint, Databases, CSS, SAS Programming, SQL, Data Analysis, Business Requirements, IBM Data Studio, Technical Documentation, GUI Testing, System Testing, Software Project..., Technical Writing, Network Diagrams, Defect Tracking, Web Usability, User Acceptance Testing, Test Planning, Analysis, Software Documentation, Requirements Analysis, Quality Center, Regression Testing, SnagIt, Software Quality..., Test Cases, Requirements Gathering, Testing, SDLC, Thomson BETA Systems, Ipreo Syndicate Trading..., Production Support, Integration, Systems Analysis, Web Applications, Microsoft SQL Server, SharePoint, Agile Methodologies, Waterfall, XML, SAS programming, Usability, HP Quality Center
Education
Colorado State University 1985 — 1987
B.S., Zoology
Washington University in St. Louis
Bryn Mawr College
Crossroads High School
Vinay Raghuvanshi Vinay Raghuvanshi's Scottrade Experience June 2011 - May 2013
Job at
Industry Accounting
Experience
Boeing January 2015 - Present
Boeing November 2013 - January 2015
Investment Property Group May 2013 - October 2013
Scottrade June 2011 - May 2013
JCPenney November 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Data Analysis, Budgets, Data Entry, Retail, Market Research, Sales, Forecasting, Finance, Customer Satisfaction, Time Management
Education
California State University-Fullerton - College of Business and Economics 2008 — 2013
Bachelor of Arts (B.A.), Business Administration, Finance and Accounting
Boeing January 2015 - Present
Boeing November 2013 - January 2015
Investment Property Group May 2013 - October 2013
Scottrade June 2011 - May 2013
JCPenney November 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Data Analysis, Budgets, Data Entry, Retail, Market Research, Sales, Forecasting, Finance, Customer Satisfaction, Time Management
Education
California State University-Fullerton - College of Business and Economics 2008 — 2013
Bachelor of Arts (B.A.), Business Administration, Finance and Accounting
Dan Morrill Dan Morrill's Scottrade Experience April 2014 - Present
Job Investment Consultant, Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Fisher Investments January 2013 - April 2014
E*TRADE Financial October 2008 - January 2013
E*TRADE Financial May 2008 - October 2008
E*TRADE Financial January 2008 - May 2008
E*TRADE Financial April 2007 - January 2008
E*TRADE Financial July 2006 - January 2008
Skills
Financial Services, Securities, Investments, Mutual Funds, Series 24, Trading, Relationship Management, Strategic Financial..., Series 63, Series 7, Uniform Combined State..., Portfolio Management, Eagle Scout, Sales, Customer Service, Risk Management, ETFs, Account Management, Bonds, Coaching, Microsoft Excel, Team Leadership, Financial Markets, Strategic Planning, Salesforce.com, Cash Management, Finance, Banking, Electronic Trading, Investment Advisory, Derivatives, Options, Asset Allocation, Retirement Planning, Series 65, Equities, Equity Trading, Wealth Management, FINRA, Mortgage Lending, Structured Products, Branch Management, Investment Management, Financial Analysis
Education
Brigham Young University 1998 — 2006
BA, Music
Scottrade April 2014 - Present
Fisher Investments January 2013 - April 2014
E*TRADE Financial October 2008 - January 2013
E*TRADE Financial May 2008 - October 2008
E*TRADE Financial January 2008 - May 2008
E*TRADE Financial April 2007 - January 2008
E*TRADE Financial July 2006 - January 2008
Skills
Financial Services, Securities, Investments, Mutual Funds, Series 24, Trading, Relationship Management, Strategic Financial..., Series 63, Series 7, Uniform Combined State..., Portfolio Management, Eagle Scout, Sales, Customer Service, Risk Management, ETFs, Account Management, Bonds, Coaching, Microsoft Excel, Team Leadership, Financial Markets, Strategic Planning, Salesforce.com, Cash Management, Finance, Banking, Electronic Trading, Investment Advisory, Derivatives, Options, Asset Allocation, Retirement Planning, Series 65, Equities, Equity Trading, Wealth Management, FINRA, Mortgage Lending, Structured Products, Branch Management, Investment Management, Financial Analysis
Education
Brigham Young University 1998 — 2006
BA, Music
Cynthia Bui Cynthia Bui's Scottrade Experience May 2010 - March 2013
Job Compliance Officer at Western Asset Management
Industry Financial Services
Experience
Western Asset Management April 2013 - Present
Scottrade May 2010 - March 2013
Scottrade January 2010 - May 2010
Scottrade December 2007 - January 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, Equities, FINRA, Banking, Securities, Finance, Fixed Income, Microsoft Excel, PowerPoint, Outlook, Customer Service, Microsoft Office, Financial Services, Microsoft Word, Retirement, Options, Market Research, Trading, ETFs, Bonds, CRM
Education
California State University-Long Beach 2005 — 2009
Business Administration, Concentration in Finance
Western Asset Management April 2013 - Present
Scottrade May 2010 - March 2013
Scottrade January 2010 - May 2010
Scottrade December 2007 - January 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, Equities, FINRA, Banking, Securities, Finance, Fixed Income, Microsoft Excel, PowerPoint, Outlook, Customer Service, Microsoft Office, Financial Services, Microsoft Word, Retirement, Options, Market Research, Trading, ETFs, Bonds, CRM
Education
California State University-Long Beach 2005 — 2009
Business Administration, Concentration in Finance
Raj Gulrajani Raj Gulrajani's Scottrade Experience March 2015 - Present
Job Branch Manager | Investment Management Professional
Industry Investment Management
Experience
Scottrade March 2015 - Present
Merrill Edge November 2010 - December 2014
PREMIER AMERICA CREDIT UNION September 2009 - January 2011
First Federal Bank of California 2006 - 2009
Banc of America Investments 2002 - 2003
Skills
Series 7, Series 66, Series 9, Investments, Strategic Financial..., Finance, Financial Analysis, Banking, Credit, Wealth Management, Portfolio Management, Loans, Insurance, Securities, Commercial Banking, Risk Management, Investment Strategies, Small Business Lending, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Relationship Management, Retirement, Investment Banking, Mortgage Lending, Financial Services, Financial Planning
Education
California State University-Northridge
BA, Finance/Accounting
Scottrade March 2015 - Present
Merrill Edge November 2010 - December 2014
PREMIER AMERICA CREDIT UNION September 2009 - January 2011
First Federal Bank of California 2006 - 2009
Banc of America Investments 2002 - 2003
Skills
Series 7, Series 66, Series 9, Investments, Strategic Financial..., Finance, Financial Analysis, Banking, Credit, Wealth Management, Portfolio Management, Loans, Insurance, Securities, Commercial Banking, Risk Management, Investment Strategies, Small Business Lending, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Relationship Management, Retirement, Investment Banking, Mortgage Lending, Financial Services, Financial Planning
Education
California State University-Northridge
BA, Finance/Accounting
Luke Sezonov Luke Sezonov's Scottrade Experience January 2009 - 2012
Job VP Structure Glass Solutions
Industry Building Materials
Experience
Structure Glass Solutions January 2010 - Present
Scottrade January 2009 - 2012
Nationwide Van Lines February 2006 - January 2009
Skills
Glass, Manufacturing, Sales, Management, Machinery, Glazing, Building Materials, Sealants, Aluminum, Walls, Purchasing, Construction, Sales Management, Contractors, New Business Development, Business Development, Strategic Planning, Contract Negotiation, Materials, Pricing, Process Scheduler, Team Building, Operations Management, Negotiation, Budgets, Contract Management, Forecasting, Business, Green Building, Selling, International Business, Cold Calling, Sales Presentations, Sales Operations, Marketing Strategy, Trade Shows, Start-ups, Project Management, Sales Process, Value Engineering, Roofers, Project Planning, Procurement, Customer Service, Doors, Business Planning, Blueprint Reading, Account Management, Product Development, Steel
Education
Broward Community College 2006 — 2010
MBA, Business
Structure Glass Solutions January 2010 - Present
Scottrade January 2009 - 2012
Nationwide Van Lines February 2006 - January 2009
Skills
Glass, Manufacturing, Sales, Management, Machinery, Glazing, Building Materials, Sealants, Aluminum, Walls, Purchasing, Construction, Sales Management, Contractors, New Business Development, Business Development, Strategic Planning, Contract Negotiation, Materials, Pricing, Process Scheduler, Team Building, Operations Management, Negotiation, Budgets, Contract Management, Forecasting, Business, Green Building, Selling, International Business, Cold Calling, Sales Presentations, Sales Operations, Marketing Strategy, Trade Shows, Start-ups, Project Management, Sales Process, Value Engineering, Roofers, Project Planning, Procurement, Customer Service, Doors, Business Planning, Blueprint Reading, Account Management, Product Development, Steel
Education
Broward Community College 2006 — 2010
MBA, Business
Milan Gokaldas's Scottrade Experience January 2003 - March 2005
Job Internal Auditor for Department of Veteran Affairs
Industry Accounting
Experience
Office of Inspector General; Department of Veteran Affairs April 2008 - Present
Steven Label February 2007 - April 2008
AXA Advisors May 2005 - April 2006
Scottrade January 2003 - March 2005
Scottrade October 2000 - January 2004
Skills
Leadership, Management, Marketing, Microsoft Excel, Auditing, Microsoft Word, Process Improvement, Human Resources, Finance, PowerPoint, Program Management, Microsoft Office, Strategic Planning, Customer Service, Analysis, Financial Modeling, Financial Analysis
Education
California State University-Fullerton 1998 — 2003
Bachelors, Finance
Chapman University, The George L. Argyros School of Business and Economics
MBA, MBA
Office of Inspector General; Department of Veteran Affairs April 2008 - Present
Steven Label February 2007 - April 2008
AXA Advisors May 2005 - April 2006
Scottrade January 2003 - March 2005
Scottrade October 2000 - January 2004
Skills
Leadership, Management, Marketing, Microsoft Excel, Auditing, Microsoft Word, Process Improvement, Human Resources, Finance, PowerPoint, Program Management, Microsoft Office, Strategic Planning, Customer Service, Analysis, Financial Modeling, Financial Analysis
Education
California State University-Fullerton 1998 — 2003
Bachelors, Finance
Chapman University, The George L. Argyros School of Business and Economics
MBA, MBA
Christopher J Murillo's Scottrade Experience May 2000 - August 2000
Job Foreign Service Officer at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State September 2015 - Present
AUHSD, ACSD, OUSD, HBUHSD, FSD and El Sol Academy July 2014 - May 2015
Asian Pacific Islander Small Business Program November 2011 - October 2012
Global Public Policy Institute May 2010 - July 2010
Peace Corps August 2007 - June 2009
Peace Corps September 2004 - October 2006
Montecito Bank & Trust March 2003 - September 2004
Casa Emanuel February 2001 - February 2003
Grupo SAMA, S.A. October 2001 - October 2002
Scottrade May 2000 - August 2000
Skills
International..., Program Management, Policy Analysis, Public Policy, Non-profits, International Relations, Community Development, Research, Program Evaluation, Nonprofits, Grants, Economic Development, Youth Development, Strategic Planning, Training, Proposal Writing, Capacity Building, Leadership, Organizational..., English, Fundraising, French, Statistics, Excel, Spanish, Intercultural..., Analysis, Volunteer Management, Grant Writing, Community Outreach, Program Development, Policy, NGOs
Education
University of Michigan 2009 — 2011
Master of Public Policy, International Development & Politics
University of Alaska Anchorage 1997 — 2000
BA/BBA, Economics/Finance
Universidad de Costa Rica 1994 — 1995
Generales, Biociencias
California State University-Fullerton
California State University-Fullerton
Colegio Monterrey
U.S. Department of State September 2015 - Present
AUHSD, ACSD, OUSD, HBUHSD, FSD and El Sol Academy July 2014 - May 2015
Asian Pacific Islander Small Business Program November 2011 - October 2012
Global Public Policy Institute May 2010 - July 2010
Peace Corps August 2007 - June 2009
Peace Corps September 2004 - October 2006
Montecito Bank & Trust March 2003 - September 2004
Casa Emanuel February 2001 - February 2003
Grupo SAMA, S.A. October 2001 - October 2002
Scottrade May 2000 - August 2000
Skills
International..., Program Management, Policy Analysis, Public Policy, Non-profits, International Relations, Community Development, Research, Program Evaluation, Nonprofits, Grants, Economic Development, Youth Development, Strategic Planning, Training, Proposal Writing, Capacity Building, Leadership, Organizational..., English, Fundraising, French, Statistics, Excel, Spanish, Intercultural..., Analysis, Volunteer Management, Grant Writing, Community Outreach, Program Development, Policy, NGOs
Education
University of Michigan 2009 — 2011
Master of Public Policy, International Development & Politics
University of Alaska Anchorage 1997 — 2000
BA/BBA, Economics/Finance
Universidad de Costa Rica 1994 — 1995
Generales, Biociencias
California State University-Fullerton
California State University-Fullerton
Colegio Monterrey
Mohammed Munshi Mohammed Munshi's Scottrade Experience September 2011 - June 2013
Job Business Consultant
Industry Entertainment
Experience
Toyota USA September 2013 - Present
MarketStar September 2013 - January 2015
Scottrade September 2011 - June 2013
INROADS June 2011 - December 2012
Toyota Motor Sales June 2011 - September 2011
Moe Management January 2007 - March 2011
Best Buy February 2009 - November 2010
Best Buy October 2006 - February 2009
Skills
Leadership, Marketing, Sales, Project Management, Customer Satisfaction, Customer Service, Time Management, Social Networking, Microsoft Office, Management, CRM, Training, Business Development, Sales Management, Strategic Planning, PowerPoint, Microsoft Excel, Financial Analysis, Leadership Development, Access, Merchandising, Sales Process, Teamwork, Networking, Inventory Management, Brand Management, P&L Budget Management, Competitive Analysis, Retail, Team Leadership, Forecasting, Account Management
Education
California State University-Los Angeles 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Toyota USA September 2013 - Present
MarketStar September 2013 - January 2015
Scottrade September 2011 - June 2013
INROADS June 2011 - December 2012
Toyota Motor Sales June 2011 - September 2011
Moe Management January 2007 - March 2011
Best Buy February 2009 - November 2010
Best Buy October 2006 - February 2009
Skills
Leadership, Marketing, Sales, Project Management, Customer Satisfaction, Customer Service, Time Management, Social Networking, Microsoft Office, Management, CRM, Training, Business Development, Sales Management, Strategic Planning, PowerPoint, Microsoft Excel, Financial Analysis, Leadership Development, Access, Merchandising, Sales Process, Teamwork, Networking, Inventory Management, Brand Management, P&L Budget Management, Competitive Analysis, Retail, Team Leadership, Forecasting, Account Management
Education
California State University-Los Angeles 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Dustin Broughton Dustin Broughton's Scottrade Experience August 2008 - October 2010
Job Private Equity Analyst at Joyal Capital Management
Industry Financial Services
Experience
Joyal Capital Management June 2015 - Present
Morgan Stanley Wealth Management May 2011 - May 2015
Scottrade August 2008 - October 2010
Scottrade January 2007 - August 2008
Skills
Mutual Funds, Securities, Equities, Series 63, Asset Allocation, Wealth Management, Finance, Options, Fixed Income, Portfolio Management, ETFs, Series 7, Investments, Stocks, Hedge Funds, Managed Futures, Private Equity
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Joyal Capital Management June 2015 - Present
Morgan Stanley Wealth Management May 2011 - May 2015
Scottrade August 2008 - October 2010
Scottrade January 2007 - August 2008
Skills
Mutual Funds, Securities, Equities, Series 63, Asset Allocation, Wealth Management, Finance, Options, Fixed Income, Portfolio Management, ETFs, Series 7, Investments, Stocks, Hedge Funds, Managed Futures, Private Equity
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Connor L. Smith's Scottrade Experience February 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade February 2014 - Present
Fifth Third Securities February 2013 - October 2013
Edward Jones June 2009 - February 2013
Hasbro June 2008 - August 2008
Skills
Portfolio Management, Investments, Sales, Business Development, Investment Advisory, Retirement Planning, Life Insurance, Series 7, Series 66, Trading, Financial Advisory, Financial Services, Retirement
Education
Bryant University 2014 — 2015
CFP® Certification Education Program
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Marketing
East Greenwich High School 2001 — 2005
High School
Scottrade February 2014 - Present
Fifth Third Securities February 2013 - October 2013
Edward Jones June 2009 - February 2013
Hasbro June 2008 - August 2008
Skills
Portfolio Management, Investments, Sales, Business Development, Investment Advisory, Retirement Planning, Life Insurance, Series 7, Series 66, Trading, Financial Advisory, Financial Services, Retirement
Education
Bryant University 2014 — 2015
CFP® Certification Education Program
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Marketing
East Greenwich High School 2001 — 2005
High School
Nathan van Moppes Nathan van Moppes's Scottrade Experience January 2007 - September 2007
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
PJ Vilardo PJ Vilardo's Scottrade Experience March 2009 - September 2009
Job Mortgage Banker at PRMG, Inc
Industry Financial Services
Experience
PRMG, Inc. December 2013 - Present
The Juice Plus+ Company April 2009 - Present
Scottrade March 2009 - September 2009
Skills
Mortgage Lending, Microsoft Office, Residential Mortgages, Customer Service, Customer Satisfaction, Residential Investment..., Mortgage Banking, Encompass, Calyx Point, Loan Origination, VA loans, FHA financing, First Time Home Buyers, Residential Lending, Direct Lender, Sales, Investors, FHA, Refinance, Real Estate, Real Estate Financing, Property, Investment Properties, HUD, REO, Finance, VA Loans
Education
California State University-Long Beach 2008 — 2011
Bachelor of Science (BS), Finance and Financial Management Services, GPA: 3.5
PRMG, Inc. December 2013 - Present
The Juice Plus+ Company April 2009 - Present
Scottrade March 2009 - September 2009
Skills
Mortgage Lending, Microsoft Office, Residential Mortgages, Customer Service, Customer Satisfaction, Residential Investment..., Mortgage Banking, Encompass, Calyx Point, Loan Origination, VA loans, FHA financing, First Time Home Buyers, Residential Lending, Direct Lender, Sales, Investors, FHA, Refinance, Real Estate, Real Estate Financing, Property, Investment Properties, HUD, REO, Finance, VA Loans
Education
California State University-Long Beach 2008 — 2011
Bachelor of Science (BS), Finance and Financial Management Services, GPA: 3.5
Roresa Mojo's Scottrade Experience July 2013 - January 2014
Job Equity Research Intern at CSUF Endowment Fund
Industry Investment Management
Experience
California State University, Fullerton Endowment Fund June 2014 - June 2015
Student Managed Investment Fund (SMIF) January 2014 - January 2015
Scottrade July 2013 - January 2014
Best Buy September 2009 - February 2010
Skills
Equity Research, Fixed Income, Capital Markets, Critical Thinking, Report Writing, Presentations, Microsoft Excel, Argumentation, Financial Statement..., Leadership, Operations Management, Networking, Business Development
Education
California State University-Fullerton 2010 — 2015
Bachelor’s Degree, Economics
California State University, Fullerton Endowment Fund June 2014 - June 2015
Student Managed Investment Fund (SMIF) January 2014 - January 2015
Scottrade July 2013 - January 2014
Best Buy September 2009 - February 2010
Skills
Equity Research, Fixed Income, Capital Markets, Critical Thinking, Report Writing, Presentations, Microsoft Excel, Argumentation, Financial Statement..., Leadership, Operations Management, Networking, Business Development
Education
California State University-Fullerton 2010 — 2015
Bachelor’s Degree, Economics
Tracey Carter, MBA's Scottrade Experience December 2010 - March 2013
Job Organizational Effectiveness Analyst at American Association of CriticalCare Nurses
Industry Financial Services
Experience
American Association of Critical-Care Nurses March 2013 - Present
Thoro Packaging January 2013 - May 2013
Scottrade December 2010 - March 2013
Cal Poly Pomona August 2010 - December 2011
Cal Poly Pomona August 2009 - March 2011
Re/Max masters October 2007 - August 2008
Skills
MBA, Finance, Accounting, Financial Analysis, Financial Reporting, Personal Financial..., Project Analysis, Project Planning, Business Valuation, Report Writing, Business Advising, DCF Valuation, Customer Service, Phone Etiquette, Microsoft Excel, Microsoft Office, Microsoft Exchange, PowerPoint, Access, Professional..., Cash Flow Analysis, Presentations, SPSS, Qualitative Research, Quantitative Analysis, Strategy, Marketing, Quantitative Analytics, Cash Flow, Microsoft Word
Education
Cal State Fullerton 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.75
Cal Poly Pomona University, College of Business 2007 — 2011
Bachelors of Science in Business Administration, Finance, Real Estate, and Law
American Association of Critical-Care Nurses March 2013 - Present
Thoro Packaging January 2013 - May 2013
Scottrade December 2010 - March 2013
Cal Poly Pomona August 2010 - December 2011
Cal Poly Pomona August 2009 - March 2011
Re/Max masters October 2007 - August 2008
Skills
MBA, Finance, Accounting, Financial Analysis, Financial Reporting, Personal Financial..., Project Analysis, Project Planning, Business Valuation, Report Writing, Business Advising, DCF Valuation, Customer Service, Phone Etiquette, Microsoft Excel, Microsoft Office, Microsoft Exchange, PowerPoint, Access, Professional..., Cash Flow Analysis, Presentations, SPSS, Qualitative Research, Quantitative Analysis, Strategy, Marketing, Quantitative Analytics, Cash Flow, Microsoft Word
Education
Cal State Fullerton 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.75
Cal Poly Pomona University, College of Business 2007 — 2011
Bachelors of Science in Business Administration, Finance, Real Estate, and Law
Skyler Risk's Scottrade Experience April 2010 - July 2011
Job Sales at Mercer Wine Estates
Industry Wine and Spirits
Experience
Mercer Wine Estates April 2014 - Present
Press Wine Sales January 2013 - Present
Bolthouse Farms July 2011 - November 2012
Scottrade April 2010 - July 2011
U.S. Coast Guard August 2000 - November 2006
Skills
Wine Tasting, Wine & Spirits Industry, Account Management, Customer Service, Sales, Sales Operations, Budgets, Nielsen Data, Strategy, Forecasting, Analysis, Microsoft Office, SharePoint, Financial Analysis, CRM, Microsoft Excel, PowerPoint, Strategic Financial..., B2B, Investments
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
B.S., Business, Finance
Prosser High School
Mercer Wine Estates April 2014 - Present
Press Wine Sales January 2013 - Present
Bolthouse Farms July 2011 - November 2012
Scottrade April 2010 - July 2011
U.S. Coast Guard August 2000 - November 2006
Skills
Wine Tasting, Wine & Spirits Industry, Account Management, Customer Service, Sales, Sales Operations, Budgets, Nielsen Data, Strategy, Forecasting, Analysis, Microsoft Office, SharePoint, Financial Analysis, CRM, Microsoft Excel, PowerPoint, Strategic Financial..., B2B, Investments
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
B.S., Business, Finance
Prosser High School
Noah Habte Noah Habte's Scottrade Experience February 2012 - September 2012
Job Account Executive at Rosetta
Industry Financial Services
Experience
Rosetta June 2014 - Present
Scottrade February 2012 - September 2012
US Army January 2005 - February 2009
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Leadership, PowerPoint, Microsoft Office, Analysis, Risk Management, Customer Service, Microsoft Word, Team Leadership, Government, Management, Outlook, Human Resources
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Science (B.S.), Quantitative Economics and Statistics
Cuesta College 2009 — 2011
Associate of Arts and Sciences (AAS), Mathematics and Sciences
Rosetta June 2014 - Present
Scottrade February 2012 - September 2012
US Army January 2005 - February 2009
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Leadership, PowerPoint, Microsoft Office, Analysis, Risk Management, Customer Service, Microsoft Word, Team Leadership, Government, Management, Outlook, Human Resources
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Science (B.S.), Quantitative Economics and Statistics
Cuesta College 2009 — 2011
Associate of Arts and Sciences (AAS), Mathematics and Sciences
Natasha Plumlee's Scottrade Experience May 2010 - May 2011
Job Financial Advisor at Metlife Premier Client Group
Industry Financial Services
Experience
Metlife Premier Client Group August 2015 - Present
Allstate Financial Services, LLC July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
JPMorgan Chase May 2012 - June 2013
J.P. Morgan Chase January 2011 - May 2012
Scottrade May 2010 - May 2011
Skills
Banking, Loans, Series 63, Series 7, Credit, Securities, Financial Services, Mutual Funds, Wealth Management
Education
Butler University
Finance Degree, Finance
Metlife Premier Client Group August 2015 - Present
Allstate Financial Services, LLC July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
JPMorgan Chase May 2012 - June 2013
J.P. Morgan Chase January 2011 - May 2012
Scottrade May 2010 - May 2011
Skills
Banking, Loans, Series 63, Series 7, Credit, Securities, Financial Services, Mutual Funds, Wealth Management
Education
Butler University
Finance Degree, Finance
Shawn Leslie Shawn Leslie's Scottrade Experience June 2005 - November 2011
Job Product Designer at Digital Telepathy & Filament
Industry Design
Experience
Digital Telepathy December 2011 - Present
Digital Telepathy November 2011 - Present
Scottrade June 2005 - November 2011
Skills
Responsive Web Design, Product Design, User Interface Design, User Experience Design, Visual Design, Front-end Development, Mobile Design, Information Architecture, Content Strategy, Web Design, Interaction Design, User Experience, Wireframes, Typography, WordPress, HTML 5, Illustrator, CSS, Axure, Conversion Optimization, Github, Early-stage Startups, Copywriting
Education
Foothill College 2007 — 2007
Associate of Arts and Sciences (AAS)\, Web Development
California State University-Fullerton 2001 — 2005
Bachelor's degree, Finanace
Digital Telepathy December 2011 - Present
Digital Telepathy November 2011 - Present
Scottrade June 2005 - November 2011
Skills
Responsive Web Design, Product Design, User Interface Design, User Experience Design, Visual Design, Front-end Development, Mobile Design, Information Architecture, Content Strategy, Web Design, Interaction Design, User Experience, Wireframes, Typography, WordPress, HTML 5, Illustrator, CSS, Axure, Conversion Optimization, Github, Early-stage Startups, Copywriting
Education
Foothill College 2007 — 2007
Associate of Arts and Sciences (AAS)\, Web Development
California State University-Fullerton 2001 — 2005
Bachelor's degree, Finanace
Jesse Grewal's Scottrade Experience October 2013 - January 2015
Job Optimus Capital, Inc. Private Lending | Real Estate
Industry Real Estate
Experience
Optimus Capital Inc. May 2015 - Present
Scottrade October 2013 - January 2015
Waypoint Homes July 2010 - October 2013
Skills
Real Estate, Sales, Residential Homes, Investments, Investment Properties, Finance, Loans, Sellers, Asset Management, Refinance, Management, Foreclosures, Property Management, Credit, Customer Service, Mortgage Lending, Consulting, Microsoft Office, Real Estate Transactions, Single Family Homes, Investors, Real Estate Development, Condos, Relocation, First Time Home Buyers, Buyer Representation, Contract Negotiation, Real Estate Financing, Referrals, Rentals, Short Sales, REO, Stocks
Education
California State University-Long Beach 2007 — 2009
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Optimus Capital Inc. May 2015 - Present
Scottrade October 2013 - January 2015
Waypoint Homes July 2010 - October 2013
Skills
Real Estate, Sales, Residential Homes, Investments, Investment Properties, Finance, Loans, Sellers, Asset Management, Refinance, Management, Foreclosures, Property Management, Credit, Customer Service, Mortgage Lending, Consulting, Microsoft Office, Real Estate Transactions, Single Family Homes, Investors, Real Estate Development, Condos, Relocation, First Time Home Buyers, Buyer Representation, Contract Negotiation, Real Estate Financing, Referrals, Rentals, Short Sales, REO, Stocks
Education
California State University-Long Beach 2007 — 2009
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Qianyan (Catherine) Hu's Scottrade Experience July 2015 - Present
Job Branch Intern at Scottrade
Industry Accounting
Experience
Scottrade July 2015 - Present
Industrial and Commercial Bank of China, New York May 2015 - July 2015
Law Office of Sung & Hum August 2013 - July 2014
Research Foundation of The City University of New York October 2013 - May 2014
Borough of Manhattan Community College January 2013 - December 2013
Borough of Manhattan Community College March 2012 - December 2013
Goldman Sachs/ BMCC Leadership Program September 2012 - December 2012
Skills
Customer Service, Training, Teaching, Student Affairs, Tutoring, Career Development, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Higher Education, Data Analysis
Education
University of Southern California 2014 — 2017
Bachelor’s Degree, Accounting and International Relations, Junior
Borough of Manhattan Community College 2012 — 2013
Associate's Degree, Business Administration, 3.93 out of 4.00
Scottrade July 2015 - Present
Industrial and Commercial Bank of China, New York May 2015 - July 2015
Law Office of Sung & Hum August 2013 - July 2014
Research Foundation of The City University of New York October 2013 - May 2014
Borough of Manhattan Community College January 2013 - December 2013
Borough of Manhattan Community College March 2012 - December 2013
Goldman Sachs/ BMCC Leadership Program September 2012 - December 2012
Skills
Customer Service, Training, Teaching, Student Affairs, Tutoring, Career Development, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Higher Education, Data Analysis
Education
University of Southern California 2014 — 2017
Bachelor’s Degree, Accounting and International Relations, Junior
Borough of Manhattan Community College 2012 — 2013
Associate's Degree, Business Administration, 3.93 out of 4.00
Justin Harrington Justin Harrington's Scottrade Experience 2008 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade 2008 - Present
CARNEY EDUCATIONAL SERVICES 2006 - 2007
The Salvation Army 2005 - 2005
Skills
Strategic Analysis /..., Network / Alliance..., Core Investment Planning, Short- / Long-Term..., Client / Business...
Education
California State University-Long Beach
Bachelor of Science (B.S.), Accounting
Scottrade 2008 - Present
CARNEY EDUCATIONAL SERVICES 2006 - 2007
The Salvation Army 2005 - 2005
Skills
Strategic Analysis /..., Network / Alliance..., Core Investment Planning, Short- / Long-Term..., Client / Business...
Education
California State University-Long Beach
Bachelor of Science (B.S.), Accounting
Richard Espanto Richard Espanto's Scottrade Experience April 2012 - August 2012
Job Accounting /Admin Assistant at 2crave
Industry Automotive
Experience
2CRAVE May 2015 - Present
Rusnak Auto Group January 2015 - April 2015
National Planning Corporation (NPC) November 2013 - June 2014
In Home Supportive Services November 2006 - September 2013
Phil's Properties Online December 2012 - June 2013
Scottrade April 2012 - August 2012
Skills
Social Media Marketing, Blogging, Microsoft Excel, Competitive Analysis, Digital Marketing, SEO, Public Speaking, Communication, Microsoft Word, Excel,..., Wordpres Website and..., Business Planning, Google Analytics, Analyze financials, Analytical Thinking, Project Management, Organization Skills, Creativity, Oral & Written..., Rudimental Percussion, Search Engine..., SWOT analysis, Porters 5 forces..., Content Marketing, Porter's Generic..., Bank Reconciliation, Inventory Reconciliation, Customer Service
Education
California State University, Los Angeles - College of Business and Economics 2010 — 2013
Bachelor's Degree, Business Administration -Small Business Management Emphasis, Economics Minor
Pasadena City College 2005 — 2011
Associate in Arts, Business, Natural Sciences, Humanities, Social and Behavioral Sciences, Business
2CRAVE May 2015 - Present
Rusnak Auto Group January 2015 - April 2015
National Planning Corporation (NPC) November 2013 - June 2014
In Home Supportive Services November 2006 - September 2013
Phil's Properties Online December 2012 - June 2013
Scottrade April 2012 - August 2012
Skills
Social Media Marketing, Blogging, Microsoft Excel, Competitive Analysis, Digital Marketing, SEO, Public Speaking, Communication, Microsoft Word, Excel,..., Wordpres Website and..., Business Planning, Google Analytics, Analyze financials, Analytical Thinking, Project Management, Organization Skills, Creativity, Oral & Written..., Rudimental Percussion, Search Engine..., SWOT analysis, Porters 5 forces..., Content Marketing, Porter's Generic..., Bank Reconciliation, Inventory Reconciliation, Customer Service
Education
California State University, Los Angeles - College of Business and Economics 2010 — 2013
Bachelor's Degree, Business Administration -Small Business Management Emphasis, Economics Minor
Pasadena City College 2005 — 2011
Associate in Arts, Business, Natural Sciences, Humanities, Social and Behavioral Sciences, Business
Atticus Shelley's Scottrade Experience January 2007 - September 2007
Job Manager, Global Margin & Monetization at Spotify
Industry Entertainment
Experience
Spotify July 2014 - Present
Spotify March 2013 - July 2014
Hulu July 2011 - March 2013
Activision October 2010 - June 2011
Encore Capital Group June 2010 - October 2010
Poway High School October 2009 - October 2010
Encore Capital Group December 2009 - June 2010
Northwestern Mutual June 2008 - November 2008
Scottrade January 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Start-ups, Corporate Finance, Business Development, Due Diligence, Online Advertising, Pricing Analysis, Pricing Strategy, Financial Reporting, Financial Projection, Budgeting, Financial Forecasting, Strategic Planning, Inventory Analysis, Inventory Management, Digital Media, Competitive Analysis
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
Wilton High School 2001 — 2005
Spotify July 2014 - Present
Spotify March 2013 - July 2014
Hulu July 2011 - March 2013
Activision October 2010 - June 2011
Encore Capital Group June 2010 - October 2010
Poway High School October 2009 - October 2010
Encore Capital Group December 2009 - June 2010
Northwestern Mutual June 2008 - November 2008
Scottrade January 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Start-ups, Corporate Finance, Business Development, Due Diligence, Online Advertising, Pricing Analysis, Pricing Strategy, Financial Reporting, Financial Projection, Budgeting, Financial Forecasting, Strategic Planning, Inventory Analysis, Inventory Management, Digital Media, Competitive Analysis
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
Wilton High School 2001 — 2005
Andrew Kenney's Scottrade Experience April 2014 - Present
Job Sr. Equipment Finance Accountant at Scottrade
Industry Accounting
Experience
Scottrade April 2014 - Present
KPMG June 2013 - March 2014
KPMG August 2011 - June 2013
Ultra Solutions May 2010 - November 2010
Cargill May 2009 - August 2009
Skills
CPA, Auditing, Internal Controls, Leadership, Social Networking, Social Media, Financial Reporting, Time Management
Education
Butler University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Scottrade April 2014 - Present
KPMG June 2013 - March 2014
KPMG August 2011 - June 2013
Ultra Solutions May 2010 - November 2010
Cargill May 2009 - August 2009
Skills
CPA, Auditing, Internal Controls, Leadership, Social Networking, Social Media, Financial Reporting, Time Management
Education
Butler University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Kevin Wombacher Kevin Wombacher's Scottrade Experience December 2011 - August 2012
Job Graduate Teaching Assistant at University of Kentucky
Industry Think Tanks
Experience
University of Kentucky August 2013 - Present
Commerce Bank November 2012 - August 2013
Scottrade December 2011 - August 2012
McKnight Center For The Arts August 2006 - December 2007
The Buzz June 2006 - August 2006
Skills
Publicity, Cision, Microsoft Office, Microsoft Excel, Press Releases, Media Relations, Ap Style, Internal Communications, HTML, Social Media Measurement, Strategic Communications, Corporate Communications, Facebook, Vocus, Public Relations, Tumblr, Social Media, Newsletters, Press Kits, Social Media Marketing
Education
University of Kentucky 2013 — 2016
Doctor of Philosophy (PhD), Health Communication
Saint Louis University 2011 — 2012
Master of Arts, Communication (Research)
Bradley University 2008 — 2010
Bachelor of Science, Public Relations
University of Kentucky August 2013 - Present
Commerce Bank November 2012 - August 2013
Scottrade December 2011 - August 2012
McKnight Center For The Arts August 2006 - December 2007
The Buzz June 2006 - August 2006
Skills
Publicity, Cision, Microsoft Office, Microsoft Excel, Press Releases, Media Relations, Ap Style, Internal Communications, HTML, Social Media Measurement, Strategic Communications, Corporate Communications, Facebook, Vocus, Public Relations, Tumblr, Social Media, Newsletters, Press Kits, Social Media Marketing
Education
University of Kentucky 2013 — 2016
Doctor of Philosophy (PhD), Health Communication
Saint Louis University 2011 — 2012
Master of Arts, Communication (Research)
Bradley University 2008 — 2010
Bachelor of Science, Public Relations
David Braddock's Scottrade Experience February 2002 - Present
Job Vice President/Financial Consultant at Regions Bank
Industry Financial Services
Experience
Regions Investment Solutions May 2015 - Present
Scottrade February 2002 - Present
Charles Schwab March 1999 - February 2002
First American October 1997 - March 1999
Wells Fargo June 1996 - September 1997
Schwab Institutional February 1989 - June 1996
Skills
Financial Services, Series 7, Recruiting, Series 24, Sales, Equities, Series 63, FINRA, Finance, Management, Sales Management, Strategic Thinking, Customer Retention, Options, Teamwork, Team Building, Entrepreneurial..., Financial Planning, Portfolio Management, Banking, Series 9, Series 10, Building Collaborative..., Retention, Fostering Teamwork, Developing Others
Education
Bryan College 2009 — 2010
MBA
University of San Francisco 1990 — 1992
BA, Applied Economics
Regions Investment Solutions May 2015 - Present
Scottrade February 2002 - Present
Charles Schwab March 1999 - February 2002
First American October 1997 - March 1999
Wells Fargo June 1996 - September 1997
Schwab Institutional February 1989 - June 1996
Skills
Financial Services, Series 7, Recruiting, Series 24, Sales, Equities, Series 63, FINRA, Finance, Management, Sales Management, Strategic Thinking, Customer Retention, Options, Teamwork, Team Building, Entrepreneurial..., Financial Planning, Portfolio Management, Banking, Series 9, Series 10, Building Collaborative..., Retention, Fostering Teamwork, Developing Others
Education
Bryan College 2009 — 2010
MBA
University of San Francisco 1990 — 1992
BA, Applied Economics
Hannah Meyers Sell Hannah Meyers Sell's Scottrade Experience June 2014 - May 2015
Job Financial Advisor at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
Scottrade June 2014 - May 2015
Scottrade July 2013 - June 2014
Fiddle Stix Boutique and Gallery June 2010 - August 2013
Skills
Microsoft Office, Customer Service, Greek Life, Merchandising, Sales, Retail, Telephone Skills, Microsoft Word, Customer Management, Facebook, Public Speaking, Social Networking, PowerPoint, Microsoft Excel, Time Management, CRM, Leadership, Teamwork
Education
Bowling Green State University 2011 — 2014
Bachelor's Degree, Accounting and Finance
PNC May 2015 - Present
Scottrade June 2014 - May 2015
Scottrade July 2013 - June 2014
Fiddle Stix Boutique and Gallery June 2010 - August 2013
Skills
Microsoft Office, Customer Service, Greek Life, Merchandising, Sales, Retail, Telephone Skills, Microsoft Word, Customer Management, Facebook, Public Speaking, Social Networking, PowerPoint, Microsoft Excel, Time Management, CRM, Leadership, Teamwork
Education
Bowling Green State University 2011 — 2014
Bachelor's Degree, Accounting and Finance
Claude Quebec's Scottrade Experience August 2014 - July 2015
Job Very nice to meet you
Industry Financial Services
Experience
Blackhawk Network July 2015 - Present
Scottrade August 2014 - July 2015
Safeway June 2013 - August 2014
Safeway February 2013 - June 2013
Scottrade July 2011 - September 2012
Quebec Distributing June 2008 - September 2011
Cinemark July 2004 - October 2007
Skills
Investments, Finance, Sales, Marketing Communications, Microsoft Office, CRM, Analysis, Microsoft Word, Golf, Cold Calling, Event Planning, Salesforce.com, PowerPoint, Management, Time Management, Negotiation, Strategic Planning, Account Management, Sales Management, Marketing, Facebook, Customer Service
Education
California State University-East Bay
Bachelor of Science (BS), Business Administration
Ohlone College
Associate of Arts (AA), Business
Blackhawk Network July 2015 - Present
Scottrade August 2014 - July 2015
Safeway June 2013 - August 2014
Safeway February 2013 - June 2013
Scottrade July 2011 - September 2012
Quebec Distributing June 2008 - September 2011
Cinemark July 2004 - October 2007
Skills
Investments, Finance, Sales, Marketing Communications, Microsoft Office, CRM, Analysis, Microsoft Word, Golf, Cold Calling, Event Planning, Salesforce.com, PowerPoint, Management, Time Management, Negotiation, Strategic Planning, Account Management, Sales Management, Marketing, Facebook, Customer Service
Education
California State University-East Bay
Bachelor of Science (BS), Business Administration
Ohlone College
Associate of Arts (AA), Business
Christopher Stahl's Scottrade Experience March 2007 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2007 - Present
Scottrade April 2004 - March 2007
Scottrade December 2002 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Portfolio Management, Customer Service, Mutual Funds, Securities, Sales, Strategic Planning, Leadership, Equities, Investments, Asset Allocation, Microsoft Excel
Education
Bowling Green State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Scottrade March 2007 - Present
Scottrade April 2004 - March 2007
Scottrade December 2002 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Portfolio Management, Customer Service, Mutual Funds, Securities, Sales, Strategic Planning, Leadership, Equities, Investments, Asset Allocation, Microsoft Excel
Education
Bowling Green State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Evelyn Lang, MBA Evelyn Lang, MBA's Scottrade Experience August 2010 - December 2010
Job Director of Marketing and Sales
Industry Marketing and Advertising
Experience
Gelande Metallurgy Equipment Tech Engineering Co July 2011 - Present
FOX Racing Shox July 2015 - July 2015
Bowling Green State University August 2013 - November 2013
The Elegant Cookie December 2009 - May 2013
World Trade Center St. Louis May 2012 - March 2013
Scottrade August 2010 - December 2010
International Student Federation, Saint Louis University August 2008 - August 2009
Skills
Market Research, Management, Minitab, Data Modeling, Regression Models, Design of Experiments, Binomial, Hypothesis Testing, Linear Programming, Sensitivity analysis, Integer Programming, Decision Analysis, Simulations, Scheduling, MS Suite, Financial Statement..., Analysis of variance, MRP, Brand Development, Marketing Strategy, SWOT analysis, Sales, New product introduction, Salesforce.com, CRM, SEO, B2B Marketing, Competitive Intelligence, Product Management, Segmentation, White Papers, Written, verbal,..., At Multitasking, Team Leadership, Product Launch, Chinese, Statistical Data..., Statistical Modeling, Oracle SQL Developer, Machine Learning, Pricing Strategy, Product Placement, P&L Management
Education
Bowling Green State University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.833
Saint Louis University 2008 — 2012
Bachelor of Science, Business Administration, Concentration in International Business
Saint Louis University Madrid 2011 — 2011
International Business
EM Strasbourg Business School
Business Administration and Management, General
Gelande Metallurgy Equipment Tech Engineering Co July 2011 - Present
FOX Racing Shox July 2015 - July 2015
Bowling Green State University August 2013 - November 2013
The Elegant Cookie December 2009 - May 2013
World Trade Center St. Louis May 2012 - March 2013
Scottrade August 2010 - December 2010
International Student Federation, Saint Louis University August 2008 - August 2009
Skills
Market Research, Management, Minitab, Data Modeling, Regression Models, Design of Experiments, Binomial, Hypothesis Testing, Linear Programming, Sensitivity analysis, Integer Programming, Decision Analysis, Simulations, Scheduling, MS Suite, Financial Statement..., Analysis of variance, MRP, Brand Development, Marketing Strategy, SWOT analysis, Sales, New product introduction, Salesforce.com, CRM, SEO, B2B Marketing, Competitive Intelligence, Product Management, Segmentation, White Papers, Written, verbal,..., At Multitasking, Team Leadership, Product Launch, Chinese, Statistical Data..., Statistical Modeling, Oracle SQL Developer, Machine Learning, Pricing Strategy, Product Placement, P&L Management
Education
Bowling Green State University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.833
Saint Louis University 2008 — 2012
Bachelor of Science, Business Administration, Concentration in International Business
Saint Louis University Madrid 2011 — 2011
International Business
EM Strasbourg Business School
Business Administration and Management, General
Albert Huh Albert Huh's Scottrade Experience June 2008 - April 2009
Job Client Services Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust April 2015 - Present
SF Sentry December 2014 - February 2015
Morgan Stanley Private Wealth Management October 2012 - November 2014
Wells Fargo July 2009 - October 2012
Scottrade June 2008 - April 2009
Scottrade March 2007 - May 2008
Education
California State University-Sacramento 2003 — 2008
BS, Marketing, Communications
California State University-Sacramento
Atlantic Trust April 2015 - Present
SF Sentry December 2014 - February 2015
Morgan Stanley Private Wealth Management October 2012 - November 2014
Wells Fargo July 2009 - October 2012
Scottrade June 2008 - April 2009
Scottrade March 2007 - May 2008
Education
California State University-Sacramento 2003 — 2008
BS, Marketing, Communications
California State University-Sacramento
Andrew Riordon Andrew Riordon's Scottrade Experience December 2009 - June 2011
Job Computer Room Manager at Walgreens
Industry Information Technology and Services
Experience
Walgreens August 2011 - Present
Arrowpoint Corporation August 2011 - August 2011
Scottrade December 2009 - June 2011
Scottrade August 2008 - December 2009
Scottrade April 2008 - August 2008
Scottrade November 2007 - April 2008
Federico Consulting May 2006 - November 2007
Fresno Dodge/Lexus/Infiniti May 2005 - September 2005
Skills
Active Directory, Troubleshooting, Software Documentation, DNS, XP, Windows XP, Windows 7, Hardware, Firewalls, Windows, DHCP, Routers, Windows Server, VPN, Access, ITIL, Help Desk Support, Servers, IT Operations, Access Database, Batch Programming, Microsoft Excel, Batch Files, DOS commands, Lean Fundamentals, 5S, WMI, Inventory Management, Technical Support, Laptops, System Administration, Computer Hardware, Group Policy, Operating Systems, Printers, IT Management, Management, SOX Compliancy, Sarbanes-Oxley, Visual Basic, VBA, Customer Service, Networking, Team Leadership, Leadership, Disaster Recovery
Education
California State University-Fresno 2002 — 2006
Bachelors of Science, Business Administration - Information Systems
Walgreens August 2011 - Present
Arrowpoint Corporation August 2011 - August 2011
Scottrade December 2009 - June 2011
Scottrade August 2008 - December 2009
Scottrade April 2008 - August 2008
Scottrade November 2007 - April 2008
Federico Consulting May 2006 - November 2007
Fresno Dodge/Lexus/Infiniti May 2005 - September 2005
Skills
Active Directory, Troubleshooting, Software Documentation, DNS, XP, Windows XP, Windows 7, Hardware, Firewalls, Windows, DHCP, Routers, Windows Server, VPN, Access, ITIL, Help Desk Support, Servers, IT Operations, Access Database, Batch Programming, Microsoft Excel, Batch Files, DOS commands, Lean Fundamentals, 5S, WMI, Inventory Management, Technical Support, Laptops, System Administration, Computer Hardware, Group Policy, Operating Systems, Printers, IT Management, Management, SOX Compliancy, Sarbanes-Oxley, Visual Basic, VBA, Customer Service, Networking, Team Leadership, Leadership, Disaster Recovery
Education
California State University-Fresno 2002 — 2006
Bachelors of Science, Business Administration - Information Systems
Jeff Ayers Jeff Ayers's Scottrade Experience January 2009 - December 2011
Job Application Security Architect at Centene Corporation
Industry Information Technology and Services
Experience
Centene Corporation May 2015 - Present
CenturyLink January 2012 - May 2015
Scottrade January 2009 - December 2011
Mobile Armor August 2003 - November 2008
Skills
Security, XML, Microsoft SQL Server, SQL, C#, Enterprise Architecture, .NET, Java, ASP.NET, Cloud Computing, Enterprise Software, JavaScript, Information Security, Virtualization, SaaS, Web Services, Network Security, Integration
Education
California State University, Fresno 1982 — 1987
Bachelor of Science in Computer Science, Computer Software Engineering
Centene Corporation May 2015 - Present
CenturyLink January 2012 - May 2015
Scottrade January 2009 - December 2011
Mobile Armor August 2003 - November 2008
Skills
Security, XML, Microsoft SQL Server, SQL, C#, Enterprise Architecture, .NET, Java, ASP.NET, Cloud Computing, Enterprise Software, JavaScript, Information Security, Virtualization, SaaS, Web Services, Network Security, Integration
Education
California State University, Fresno 1982 — 1987
Bachelor of Science in Computer Science, Computer Software Engineering
Jessica Galicia Jessica Galicia's Scottrade Experience May 2012 - February 2013
Job Client Service Professional at AAA Auto Club South
Industry Insurance
Experience
AAA Auto Club South July 2014 - Present
Honda Center September 2013 - September 2014
Glow Zone Inc October 2013 - May 2014
Scottrade May 2012 - February 2013
The Men's Wearhouse, Inc August 2008 - May 2012
Skills
Employee Relations, Creative Problem Solving, Office Administration, Database Administration, Microsoft Office, Project Management, Satisfied Clients, Customer Service, Sales, Change Management, Sales Management, Team Leadership, Highly personable, World Class Customer..., Driving Results, Microsoft Excel
Education
California State University-Fullerton 2011 — 2013
Bachelor's Degree, Business Administration, Economics Concentration
AAA Auto Club South July 2014 - Present
Honda Center September 2013 - September 2014
Glow Zone Inc October 2013 - May 2014
Scottrade May 2012 - February 2013
The Men's Wearhouse, Inc August 2008 - May 2012
Skills
Employee Relations, Creative Problem Solving, Office Administration, Database Administration, Microsoft Office, Project Management, Satisfied Clients, Customer Service, Sales, Change Management, Sales Management, Team Leadership, Highly personable, World Class Customer..., Driving Results, Microsoft Excel
Education
California State University-Fullerton 2011 — 2013
Bachelor's Degree, Business Administration, Economics Concentration
Rick LeMar Rick LeMar's Scottrade Experience September 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Principal Financial Group March 2014 - September 2014
Chase August 2011 - March 2014
Meridian Chamber of Commerce 2014 - 2014
US Bank October 2009 - August 2011
Foresters Financial Partners February 2004 - October 2009
New York Life Insurance Company / Foresters February 2004 - October 2009
Forethought / Cornerstone February 2003 - February 2004
Nelson's RV / Bodily RV January 2000 - January 2003
Peterson Auto Group January 1995 - January 2000
Skills
Strategic Financial..., Small Business, Investments, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, 401k, IRAs, Securities, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Estate Planning, Financial Services, Finance, Banking, Consumer Lending, Credit, Sales, Coaching, Series 6, Series 63
Education
Boise State University
Borah High
Diploma, General Studies
State of Idaho: State
Series 6 and 63, Insurance
Scottrade September 2014 - Present
Principal Financial Group March 2014 - September 2014
Chase August 2011 - March 2014
Meridian Chamber of Commerce 2014 - 2014
US Bank October 2009 - August 2011
Foresters Financial Partners February 2004 - October 2009
New York Life Insurance Company / Foresters February 2004 - October 2009
Forethought / Cornerstone February 2003 - February 2004
Nelson's RV / Bodily RV January 2000 - January 2003
Peterson Auto Group January 1995 - January 2000
Skills
Strategic Financial..., Small Business, Investments, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, 401k, IRAs, Securities, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Estate Planning, Financial Services, Finance, Banking, Consumer Lending, Credit, Sales, Coaching, Series 6, Series 63
Education
Boise State University
Borah High
Diploma, General Studies
State of Idaho: State
Series 6 and 63, Insurance
Iman Matin Iman Matin's Scottrade Experience August 2011 - August 2012
Job License Banker at Wells Fargo
Industry Financial Services
Experience
Wedbush Securities February 2015 - Present
Wells Fargo Advisors July 2013 - February 2015
Scottrade August 2011 - August 2012
OC American Movers inc. January 2008 - June 2011
Yavari, Asad - Premiere Accounting January 2011 - May 2011
Irvine Company January 2006 - January 2008
Ameriquest Mortgage January 2003 - January 2006
Skills
Finance, Accounting, Investments, Corporate Finance, Managerial Finance, Sales, Financial Accounting, Time Management
Education
California State University-Los Angeles 2009 — 2011
Bachelor of Science (BS), Business Administration, Option: Finance
California State University-Los Angeles 2009 — 2011
Bacheler of Science, Finance
North Georgia Military University
North Georgia Military University
Wedbush Securities February 2015 - Present
Wells Fargo Advisors July 2013 - February 2015
Scottrade August 2011 - August 2012
OC American Movers inc. January 2008 - June 2011
Yavari, Asad - Premiere Accounting January 2011 - May 2011
Irvine Company January 2006 - January 2008
Ameriquest Mortgage January 2003 - January 2006
Skills
Finance, Accounting, Investments, Corporate Finance, Managerial Finance, Sales, Financial Accounting, Time Management
Education
California State University-Los Angeles 2009 — 2011
Bachelor of Science (BS), Business Administration, Option: Finance
California State University-Los Angeles 2009 — 2011
Bacheler of Science, Finance
North Georgia Military University
North Georgia Military University
Azure Celestine's Scottrade Experience December 2013 - Present
Job Investment Counselor at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
United States Air Force November 2010 - December 2013
Ameriprise Financial Services, Inc. July 2008 - December 2012
First Command Financial Services May 2004 - February 2006
US Army November 1993 - March 2002
Skills
Financial Analysis, Strategic Financial..., Military Logistics, Project Management, Financial Modeling, Finance, Risk Management, Analysis, Financial Reporting, Forecasting, Process Improvement, Operations Management, Accounting, Access, Budgets, Banking, Mergers & Acquisitions, Business Process..., Data Analysis, Training, Logistics, Quality Assurance, Cross-functional Team..., Management, Project Planning, Managerial Finance, Business Analysis, Investments, Software Documentation, Variance Analysis, Strategy
Education
Boston University 2008 — 2010
Certification, Project Management
College of Financial Planning 2007 — 2008
Certificate, Chartered Retirement Planning Counselor
Scottrade December 2013 - Present
United States Air Force November 2010 - December 2013
Ameriprise Financial Services, Inc. July 2008 - December 2012
First Command Financial Services May 2004 - February 2006
US Army November 1993 - March 2002
Skills
Financial Analysis, Strategic Financial..., Military Logistics, Project Management, Financial Modeling, Finance, Risk Management, Analysis, Financial Reporting, Forecasting, Process Improvement, Operations Management, Accounting, Access, Budgets, Banking, Mergers & Acquisitions, Business Process..., Data Analysis, Training, Logistics, Quality Assurance, Cross-functional Team..., Management, Project Planning, Managerial Finance, Business Analysis, Investments, Software Documentation, Variance Analysis, Strategy
Education
Boston University 2008 — 2010
Certification, Project Management
College of Financial Planning 2007 — 2008
Certificate, Chartered Retirement Planning Counselor
Brian Self Brian Self's Scottrade Experience March 2014 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Scottrade December 2012 - March 2014
Edward Jones October 2010 - December 2012
Skills
Financial Analysis, Financial Risk, Retirement Planning, Retirement Savings, Consulting, Investments, Investment Strategies, Investment Advisory, College Savings Plans, 401k
Education
Duke Law School
Juris Doctorate
Bowling Green State University
Bachelor's degree, History and Sociology
Scottrade March 2014 - Present
Scottrade December 2012 - March 2014
Edward Jones October 2010 - December 2012
Skills
Financial Analysis, Financial Risk, Retirement Planning, Retirement Savings, Consulting, Investments, Investment Strategies, Investment Advisory, College Savings Plans, 401k
Education
Duke Law School
Juris Doctorate
Bowling Green State University
Bachelor's degree, History and Sociology
Jon Fehlig Jon Fehlig's Scottrade Experience September 2008 - August 2012
Job Data Warehouse Developer at BJC Supply Chain Analytics
Industry Food & Beverages
Experience
BJC HealthCare January 2014 - Present
Lumeris August 2012 - January 2014
Scottrade September 2008 - August 2012
Anheuser-Busch April 2000 - September 2008
Modis 1996 - April 2000
Protosource Corporation 1994 - 1996
Dole Food Company 1989 - 1994
McKesson 1985 - 1989
Conticotton 1982 - 1985
Skills
Microsoft SQL Server, SSIS, Databases, T-SQL, SQL, Data Warehousing, Data Modeling, ASP.NET, SSRS, ETL, Database Design, Stored Procedures, Oracle, Performance Tuning, ASP, Dimensional Modeling
Education
California State University, Fresno 1977 — 1982
BS, Finance
Kimball University
BJC HealthCare January 2014 - Present
Lumeris August 2012 - January 2014
Scottrade September 2008 - August 2012
Anheuser-Busch April 2000 - September 2008
Modis 1996 - April 2000
Protosource Corporation 1994 - 1996
Dole Food Company 1989 - 1994
McKesson 1985 - 1989
Conticotton 1982 - 1985
Skills
Microsoft SQL Server, SSIS, Databases, T-SQL, SQL, Data Warehousing, Data Modeling, ASP.NET, SSRS, ETL, Database Design, Stored Procedures, Oracle, Performance Tuning, ASP, Dimensional Modeling
Education
California State University, Fresno 1977 — 1982
BS, Finance
Kimball University
Marla Tenney Marla Tenney's Scottrade Experience August 2007 - Present
Job Assistant Vice President of Development at Scottrade
Industry Financial Services
Experience
Scottrade August 2007 - Present
U.S. Bank April 2006 - August 2007
College Bound Student Athletes (CBSA) February 2004 - December 2006
Encoda Systems March 2001 - November 2004
U S WEST April 1993 - December 1997
EDS Group August 1990 - August 1992
Education
University of Colorado at Denver 1994 — 1999
Master of Science (M.S.), Information Technology
Brigham Young University - Hawaii 1987 — 1990
Bachelor of Science (B.S.), Information Technology
Scottrade August 2007 - Present
U.S. Bank April 2006 - August 2007
College Bound Student Athletes (CBSA) February 2004 - December 2006
Encoda Systems March 2001 - November 2004
U S WEST April 1993 - December 1997
EDS Group August 1990 - August 1992
Education
University of Colorado at Denver 1994 — 1999
Master of Science (M.S.), Information Technology
Brigham Young University - Hawaii 1987 — 1990
Bachelor of Science (B.S.), Information Technology
JJ Meis's Scottrade Experience April 2014 - Present
Job Investment Consultant ▪️ Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Wells Fargo Advisors October 2012 - February 2014
Bank of America Home Loans January 2008 - December 2011
Washington Mutual Home Loans January 2004 - January 2008
Robert Kaufman Co. June 2002 - December 2003
Alexander Henry Fabrics June 1992 - July 2000
Skills
Mortgage Lending, Loan Origination, FHA financing, Mortgage Banking, Refinance, Loans, Investments, Residential Mortgages, Financial Advisory, Mutual Funds, Wealth Management, Education Planning, Wealth Preservation..., Trusted Advisor, First Time Home Buyers, Credit Analysis, Employee Retirement..., Management, Marketing, Sales, Asset Management, Financial Services
Education
California State University-Northridge
BA, English, Religious Studies
Scottrade April 2014 - Present
Wells Fargo Advisors October 2012 - February 2014
Bank of America Home Loans January 2008 - December 2011
Washington Mutual Home Loans January 2004 - January 2008
Robert Kaufman Co. June 2002 - December 2003
Alexander Henry Fabrics June 1992 - July 2000
Skills
Mortgage Lending, Loan Origination, FHA financing, Mortgage Banking, Refinance, Loans, Investments, Residential Mortgages, Financial Advisory, Mutual Funds, Wealth Management, Education Planning, Wealth Preservation..., Trusted Advisor, First Time Home Buyers, Credit Analysis, Employee Retirement..., Management, Marketing, Sales, Asset Management, Financial Services
Education
California State University-Northridge
BA, English, Religious Studies
Jonathan Eryami Jonathan Eryami's Scottrade Experience February 2006 - April 2007
Job Business Development Manager at Vg Rush Corp
Industry Consumer Goods
Experience
Vg Rush Corp April 2007 - Present
Scottrade February 2006 - April 2007
Skills
Consumer Products, Consumer Electronics, Consumer Goods, Product Development, Product Management, Wholesale Purchasing, Wholesale, Closeout, Closeouts, Close-out, End of Life, New Opportunities, Pet Supplies, Apparel, Home Products, Beauty, Computer Gaming, Console Games, Digital Consoles, Gaming Industry, Sales Operations, Competitive Analysis, Pricing Strategy, Product Marketing, International Business, E-commerce, Merchandising, Start-ups, Purchasing, Market Planning, Beauty Industry, Account Management
Education
CSUN 2005 — 2009
Bachelor's degree, Economics
Vg Rush Corp April 2007 - Present
Scottrade February 2006 - April 2007
Skills
Consumer Products, Consumer Electronics, Consumer Goods, Product Development, Product Management, Wholesale Purchasing, Wholesale, Closeout, Closeouts, Close-out, End of Life, New Opportunities, Pet Supplies, Apparel, Home Products, Beauty, Computer Gaming, Console Games, Digital Consoles, Gaming Industry, Sales Operations, Competitive Analysis, Pricing Strategy, Product Marketing, International Business, E-commerce, Merchandising, Start-ups, Purchasing, Market Planning, Beauty Industry, Account Management
Education
CSUN 2005 — 2009
Bachelor's degree, Economics
Kevin Czachow's Scottrade Experience January 2010 - July 2011
Job Federal Inside Sales Account Manager II
Industry Information Technology and Services
Experience
Dell July 2015 - Present
Global Environmental Services, LLC December 2013 - July 2015
Global Environmental Services, LLC July 2013 - December 2013
Global Environmental Services, LLC September 2011 - July 2013
Scottrade January 2010 - July 2011
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Financial Modeling, Management, Valuation, Inventory Management, Equities, Budgets, Purchasing, Finance, Strategic Planning, Computer Hardware, Forecasting, Negotiation, Business Planning, Process Improvement, Recycling, Program Management, New Business Development, Sales, Operations Management, Business Development, Sales Management, Leadership, Business Strategy, Account Management, Team Building, Cross-functional Team..., Project Management, Change Management, Contract Negotiation, Procurement, Marketing Management, Integrated Marketing, Direct Sales, Marketing Strategy, Sales Operations
Education
California State University-Northridge 2006 — 2011
Bachelor of Science, Business Finance
Dell July 2015 - Present
Global Environmental Services, LLC December 2013 - July 2015
Global Environmental Services, LLC July 2013 - December 2013
Global Environmental Services, LLC September 2011 - July 2013
Scottrade January 2010 - July 2011
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Financial Modeling, Management, Valuation, Inventory Management, Equities, Budgets, Purchasing, Finance, Strategic Planning, Computer Hardware, Forecasting, Negotiation, Business Planning, Process Improvement, Recycling, Program Management, New Business Development, Sales, Operations Management, Business Development, Sales Management, Leadership, Business Strategy, Account Management, Team Building, Cross-functional Team..., Project Management, Change Management, Contract Negotiation, Procurement, Marketing Management, Integrated Marketing, Direct Sales, Marketing Strategy, Sales Operations
Education
California State University-Northridge 2006 — 2011
Bachelor of Science, Business Finance
Andrew Hildebrandt Andrew Hildebrandt's Scottrade Experience January 2013 - July 2014
Job Global Trade Services at US Bank | West Side Flats
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
Scottrade January 2013 - July 2014
Scottrade November 2010 - December 2012
Great Western Bank June 2010 - August 2010
Target June 2006 - June 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, Series 7, Mutual Funds, PowerPoint, Financial Markets, Stock Market, Series 63, Options, Financial Modeling, Budget Forecasts, Option Pricing Models, Stock Trading, ETFs, Oracle CRM, Siebel 7.x, SEI Trust 3000, Currency Exchange, Foreign Currency, Public Speaking, Sales, Time Management, Social Media, Leadership, Management, Microsoft Office, Team Building, Portfolio Management
Education
Boise State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
U.S. Bank July 2014 - Present
Scottrade January 2013 - July 2014
Scottrade November 2010 - December 2012
Great Western Bank June 2010 - August 2010
Target June 2006 - June 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, Series 7, Mutual Funds, PowerPoint, Financial Markets, Stock Market, Series 63, Options, Financial Modeling, Budget Forecasts, Option Pricing Models, Stock Trading, ETFs, Oracle CRM, Siebel 7.x, SEI Trust 3000, Currency Exchange, Foreign Currency, Public Speaking, Sales, Time Management, Social Media, Leadership, Management, Microsoft Office, Team Building, Portfolio Management
Education
Boise State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Drake Dixon Drake Dixon's Scottrade Experience November 2011 - August 2012
Job Licensed Financial Services Representative
Industry Financial Services
Experience
Merrill Edge September 2012 - Present
Scottrade November 2011 - August 2012
Thrivent Financial for Lutherans January 2011 - August 2011
Holiday Inn Express September 2008 - June 2010
Dr. Dixon's Office March 2007 - August 2008
Tri Counties Bank June 2006 - January 2007
Wells Fargo Bank February 2005 - September 2005
Union Bank of California April 2004 - December 2004
Central Valley YMCA June 1998 - August 2003
The Selma Enterprise September 1999 - January 2001
Skills
Sales, Customer Service, CRM, Finance, Investments, Securities, Insurance, Series 7, Series 63, Customer Retention, Microsoft Excel, Microsoft Office, PowerPoint, Sales Management, Microsoft Word, PeopleSoft, Budgets, Public Speaking, Trading, Management, Training, Marketing
Education
California State University-Monterey Bay 2008 — 2010
B.S., Business Administration
College of the Sequoias 2007 — 2008
A.A., Liberal Studies
Merrill Edge September 2012 - Present
Scottrade November 2011 - August 2012
Thrivent Financial for Lutherans January 2011 - August 2011
Holiday Inn Express September 2008 - June 2010
Dr. Dixon's Office March 2007 - August 2008
Tri Counties Bank June 2006 - January 2007
Wells Fargo Bank February 2005 - September 2005
Union Bank of California April 2004 - December 2004
Central Valley YMCA June 1998 - August 2003
The Selma Enterprise September 1999 - January 2001
Skills
Sales, Customer Service, CRM, Finance, Investments, Securities, Insurance, Series 7, Series 63, Customer Retention, Microsoft Excel, Microsoft Office, PowerPoint, Sales Management, Microsoft Word, PeopleSoft, Budgets, Public Speaking, Trading, Management, Training, Marketing
Education
California State University-Monterey Bay 2008 — 2010
B.S., Business Administration
College of the Sequoias 2007 — 2008
A.A., Liberal Studies
Bill Vuong Bill Vuong's Scottrade Experience March 2010 - July 2010
Job HR Shared Services Specialist at Nobel Biocare
Industry Human Resources
Experience
Nobel Biocare December 2014 - Present
Emerald Health Services December 2013 - December 2014
Internet Brands September 2010 - December 2011
Scottrade March 2010 - July 2010
Cal Poly Pomona September 2009 - June 2010
Skills
Boolean Searching, Sourcing, Internet Recruiting, Screening Resumes, Corporate Recruiting, Windows 7, Troubleshooting, Human Resources, Leadership, Training, Technical Recruiting, Sales, CRM, Resume Writing, Applicant Tracking..., Recruiting, Ethics, Employee Relations, Benefits Negotiation, Talent Acquisition, Cold Calling, Interviews, Management
Education
UCLA Extension 2014 — 2015
Certificate in Human Resources Management
California State Polytechnic University-Pomona
BS, Management and Human Resources
Nobel Biocare December 2014 - Present
Emerald Health Services December 2013 - December 2014
Internet Brands September 2010 - December 2011
Scottrade March 2010 - July 2010
Cal Poly Pomona September 2009 - June 2010
Skills
Boolean Searching, Sourcing, Internet Recruiting, Screening Resumes, Corporate Recruiting, Windows 7, Troubleshooting, Human Resources, Leadership, Training, Technical Recruiting, Sales, CRM, Resume Writing, Applicant Tracking..., Recruiting, Ethics, Employee Relations, Benefits Negotiation, Talent Acquisition, Cold Calling, Interviews, Management
Education
UCLA Extension 2014 — 2015
Certificate in Human Resources Management
California State Polytechnic University-Pomona
BS, Management and Human Resources
Jason Plassman Jason Plassman's Scottrade Experience July 2009 - June 2012
Job AVP Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
Signature Consultants August 2012 - May 2013
Scottrade July 2009 - June 2012
Skills
Series 7, Series 63, ETFs, FINRA, Equities, Basel II, Basel III, Counterparty Risk, Credit Risk, Financial Modeling, Derivatives, Bonds
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
Bowling Green State University 2003 — 2007
Bachelor of Science (B.S.) in Business Administration, Finance
LPL Financial May 2013 - Present
Signature Consultants August 2012 - May 2013
Scottrade July 2009 - June 2012
Skills
Series 7, Series 63, ETFs, FINRA, Equities, Basel II, Basel III, Counterparty Risk, Credit Risk, Financial Modeling, Derivatives, Bonds
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
Bowling Green State University 2003 — 2007
Bachelor of Science (B.S.) in Business Administration, Finance
Bill Eatherly Bill Eatherly's Scottrade Experience July 2007 - Present
Job Senior Cobol Developer at Scottrade
Industry Financial Services
Experience
Scottrade July 2007 - Present
CRI June 2011 - July 2012
Analysts International 1990 - 2000
Skills
Testing, SDLC, Agile Methodologies, Metrics, Requirements Analysis, Visio, Scrum, SQL, WinRunner, SharePoint, Sybase, Unix, DB2, Software Project..., Process Improvement, XML, Test Strategy, QTP, Microsoft SQL Server, Databases
Education
Broward Community College 1970 — 1972
Bachelor of Science (BS)
Scottrade July 2007 - Present
CRI June 2011 - July 2012
Analysts International 1990 - 2000
Skills
Testing, SDLC, Agile Methodologies, Metrics, Requirements Analysis, Visio, Scrum, SQL, WinRunner, SharePoint, Sybase, Unix, DB2, Software Project..., Process Improvement, XML, Test Strategy, QTP, Microsoft SQL Server, Databases
Education
Broward Community College 1970 — 1972
Bachelor of Science (BS)
Kyle Bird's Scottrade Experience May 2006 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade May 2006 - Present
Scottrade November 2004 - May 2006
Skills
Investments, Series 7, Series 63, Series 9, Series 10, Options, Equities, Equity Trading, Securities, Equity Derivatives, Portfolio Management, Customer Satisfaction, Customer Retention, Management, Training, Mutual Funds, Financial Services, ETFs, FINRA, Banking, Bonds, Uniform Combined State..., Trading, Valuation
Education
Bryant University 2015 — 2016
CFP, Finance, General
University of Central Florida 2001 — 2006
Bachelor of Science, Business Administration, Finance, General
Scottrade May 2006 - Present
Scottrade November 2004 - May 2006
Skills
Investments, Series 7, Series 63, Series 9, Series 10, Options, Equities, Equity Trading, Securities, Equity Derivatives, Portfolio Management, Customer Satisfaction, Customer Retention, Management, Training, Mutual Funds, Financial Services, ETFs, FINRA, Banking, Bonds, Uniform Combined State..., Trading, Valuation
Education
Bryant University 2015 — 2016
CFP, Finance, General
University of Central Florida 2001 — 2006
Bachelor of Science, Business Administration, Finance, General
Marla Tenney's Scottrade Experience August 2007 - Present
Job Assistant Director of Application Development at Scottrade
Industry Sports
Experience
Future Collegiate Athletes Manager of Application DevelopmentComputer Research, Inc.August 2007 - Present
Scottrade August 2007 - Present
US Bank 2006 - 2007
College Partnership 2003 - 2006
Encoda Systems 2000 - 2003
Triad Consultants 2000 - 2002
Education
University of Colorado Denver 1995 — 1999
Brigham Young University - Hawaii 1987 — 1990
Bachelors, Information Systems
Future Collegiate Athletes Manager of Application DevelopmentComputer Research, Inc.August 2007 - Present
Scottrade August 2007 - Present
US Bank 2006 - 2007
College Partnership 2003 - 2006
Encoda Systems 2000 - 2003
Triad Consultants 2000 - 2002
Education
University of Colorado Denver 1995 — 1999
Brigham Young University - Hawaii 1987 — 1990
Bachelors, Information Systems
R. Grant Craig II's Scottrade Experience January 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade December 2008 - December 2012
Scottrade December 2006 - December 2008
Scottrade May 2006 - December 2007
Scottrade August 2005 - May 2006
Scottrade November 2004 - August 2005
Wells Fargo January 2003 - August 2005
Skills
Financial Analysis, Banking, Accounting, Finance, Customer Service, Portfolio Management, Diversification, Risk Management, ETFs, Mutual Funds, Refinance, Real Estate
Education
California State University-Hayward - School of Business and Economics 2004 — 2006
B.S. Business Administration
Diablo Valley College 1998 — 2001
Associate in Arts degree
Scottrade January 2013 - Present
Scottrade December 2008 - December 2012
Scottrade December 2006 - December 2008
Scottrade May 2006 - December 2007
Scottrade August 2005 - May 2006
Scottrade November 2004 - August 2005
Wells Fargo January 2003 - August 2005
Skills
Financial Analysis, Banking, Accounting, Finance, Customer Service, Portfolio Management, Diversification, Risk Management, ETFs, Mutual Funds, Refinance, Real Estate
Education
California State University-Hayward - School of Business and Economics 2004 — 2006
B.S. Business Administration
Diablo Valley College 1998 — 2001
Associate in Arts degree
Nick Otte's Scottrade Experience September 2009 - Present
Job Derivative Market Structure Analyst at Scottrade
Industry Financial Services
Experience
Scottrade September 2009 - Present
Scottrade May 2005 - September 2009
Scottrade November 1997 - May 2005
Skills
Series 7, Equity Trading, Securities, Trading, Equities, Series 63, Series 55, Series 4, Regulation NMS, macro market structure, micro market structure, Derivatives, Options Pricing, Options Strategies, ETFs, Electronic Trading, Financial Markets, Trading Systems, Bloomberg, FINRA, Options, Capital Markets
Education
Bradley University 1993 — 1997
Bachelor of Science, Economics
Scottrade September 2009 - Present
Scottrade May 2005 - September 2009
Scottrade November 1997 - May 2005
Skills
Series 7, Equity Trading, Securities, Trading, Equities, Series 63, Series 55, Series 4, Regulation NMS, macro market structure, micro market structure, Derivatives, Options Pricing, Options Strategies, ETFs, Electronic Trading, Financial Markets, Trading Systems, Bloomberg, FINRA, Options, Capital Markets
Education
Bradley University 1993 — 1997
Bachelor of Science, Economics
Kevin Roche's Scottrade Experience January 2007 - June 2007
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2013 - Present
Fisher Investments November 2011 - July 2013
Fisher Investments October 2010 - December 2011
AXA Advisors September 2008 - March 2009
Copeland Sports May 2005 - November 2007
Scottrade January 2007 - June 2007
Insurance Relief/Pridestaff February 2006 - April 2006
Turner & Associates Law Firm May 2004 - August 2004
Skills
Corporate Actions, Securities Litigation, Equity Research, Securities Analysis, Securities License, Series 6, Series 63, Series 65, CA Insurance License, Investments, Customer Service, Data Analysis, Economics, Security Analysis, Financial Analysis, Securities, Wealth Management, Financial Services, Time Management
Education
California State University, Fresno 2003 — 2008
BS & BA, Business Administration and Finance; and Philosophy
Fisher Investments July 2013 - Present
Fisher Investments November 2011 - July 2013
Fisher Investments October 2010 - December 2011
AXA Advisors September 2008 - March 2009
Copeland Sports May 2005 - November 2007
Scottrade January 2007 - June 2007
Insurance Relief/Pridestaff February 2006 - April 2006
Turner & Associates Law Firm May 2004 - August 2004
Skills
Corporate Actions, Securities Litigation, Equity Research, Securities Analysis, Securities License, Series 6, Series 63, Series 65, CA Insurance License, Investments, Customer Service, Data Analysis, Economics, Security Analysis, Financial Analysis, Securities, Wealth Management, Financial Services, Time Management
Education
California State University, Fresno 2003 — 2008
BS & BA, Business Administration and Finance; and Philosophy
Peter Do's Scottrade Experience June 2010 - September 2013
Job Compliance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
LPL Financial October 2013 - July 2014
Scottrade June 2010 - September 2013
Scottrade June 2009 - June 2010
AT&T June 2008 - December 2008
Medic-1 July 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Finance, Investments, Series 7, Series 24, Series 4, Series 63, Financial Analysis, Financial Modeling, Sales, Training, Access, Forecasting, Strategic Financial..., Corporate Finance, Trading, Technical Analysis, Outlook, Regulatory Compliance
Education
California State Polytechnic University-Pomona 2004 — 2009
BS, Finance
Fullerton College 2007 — 2007
Statistics
LPL Financial August 2014 - Present
LPL Financial October 2013 - July 2014
Scottrade June 2010 - September 2013
Scottrade June 2009 - June 2010
AT&T June 2008 - December 2008
Medic-1 July 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Finance, Investments, Series 7, Series 24, Series 4, Series 63, Financial Analysis, Financial Modeling, Sales, Training, Access, Forecasting, Strategic Financial..., Corporate Finance, Trading, Technical Analysis, Outlook, Regulatory Compliance
Education
California State Polytechnic University-Pomona 2004 — 2009
BS, Finance
Fullerton College 2007 — 2007
Statistics
Craig Theile's Scottrade Experience August 2014 - Present
Job Licensed Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
PNC February 2013 - July 2014
Fidelity Investments December 2010 - February 2013
Touchstone Investments, a Division of Western and Southern Financial Group December 2007 - November 2010
Skills
Fixed Annuities, Investments, Retirement Planning, Asset Managment, Loans, Insurance, Sales, Equities, Relationship Management, Asset Management
Education
Butler University - College of Business Administration
B.S., Business Administration
Wyoming High School
Scottrade August 2014 - Present
PNC February 2013 - July 2014
Fidelity Investments December 2010 - February 2013
Touchstone Investments, a Division of Western and Southern Financial Group December 2007 - November 2010
Skills
Fixed Annuities, Investments, Retirement Planning, Asset Managment, Loans, Insurance, Sales, Equities, Relationship Management, Asset Management
Education
Butler University - College of Business Administration
B.S., Business Administration
Wyoming High School
Ian Kenny's Scottrade Experience February 2005 - December 2006
Job Director Trading and Execution Quality at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2006 - Present
Scottrade February 2005 - December 2006
Skills
Series 7, Securities, Series 63, Options, Trading, Financial Markets, Equities, Equity Trading, Trading Systems, FINRA, Electronic Trading, Series 24, Mutual Funds, Fixed Income, Equity Derivatives
Education
Butler University - College of Business Administration 2002 — 2006
BS, Marketing
Flinders University 2004 — 2004
E*TRADE Financial December 2006 - Present
Scottrade February 2005 - December 2006
Skills
Series 7, Securities, Series 63, Options, Trading, Financial Markets, Equities, Equity Trading, Trading Systems, FINRA, Electronic Trading, Series 24, Mutual Funds, Fixed Income, Equity Derivatives
Education
Butler University - College of Business Administration 2002 — 2006
BS, Marketing
Flinders University 2004 — 2004
Bill Watras's Scottrade Experience January 2011 - September 2012
Job Private Client Advisor J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Charles Schwab December 2013 - July 2015
Charles Schwab October 2012 - December 2013
Scottrade January 2011 - September 2012
Scottrade Financial Services May 2010 - February 2011
Education
College for Financial Planning 2012 — 2013
Accredited Asset Management Specialist
California State University, Fresno 2006 — 2010
Business Administration, Marketing and Finance
J.P. Morgan July 2015 - Present
Charles Schwab December 2013 - July 2015
Charles Schwab October 2012 - December 2013
Scottrade January 2011 - September 2012
Scottrade Financial Services May 2010 - February 2011
Education
College for Financial Planning 2012 — 2013
Accredited Asset Management Specialist
California State University, Fresno 2006 — 2010
Business Administration, Marketing and Finance
Sol Henik's Scottrade Experience June 1998 - June 1999
Job Teacher at Mt. Diablo Unified School District
Industry Education Management
Experience
Mt. Diablo Unified School District February 2002 - Present
Las Lomas High School May 2012 - Present
Pittsburg Unified School District August 1999 - June 2001
Scottrade June 1998 - June 1999
Education
California State University-East Bay 2004 — 2005
MS Education Leadership
San Diego State University-California State University 1996 — 1999
BA Social Science, American History (United States)
Mt. Diablo Unified School District February 2002 - Present
Las Lomas High School May 2012 - Present
Pittsburg Unified School District August 1999 - June 2001
Scottrade June 1998 - June 1999
Education
California State University-East Bay 2004 — 2005
MS Education Leadership
San Diego State University-California State University 1996 — 1999
BA Social Science, American History (United States)
Kevin Seales's Scottrade Experience September 2015 - Present
Job Investment Consultant at Scottrade
Industry Investment Management
Experience
Scottrade September 2015 - Present
Town Bank - A Wintrust Community Bank August 2012 - September 2015
Century Management July 2011 - August 2011
South Beloit School District May 2011 - June 2011
Skills
Accounts Payable, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Customer Service, Public Speaking, Leadership, Accounting, Research, Finance, Social Networking
Education
Bradley University 2008 — 2012
Bachelor of Science, Finance
Scottrade September 2015 - Present
Town Bank - A Wintrust Community Bank August 2012 - September 2015
Century Management July 2011 - August 2011
South Beloit School District May 2011 - June 2011
Skills
Accounts Payable, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Customer Service, Public Speaking, Leadership, Accounting, Research, Finance, Social Networking
Education
Bradley University 2008 — 2012
Bachelor of Science, Finance
Jordan Pernikoff's Scottrade Experience February 2014 - May 2015
Job Business Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing May 2015 - Present
Scottrade February 2014 - May 2015
VHA May 2012 - February 2014
American Direct Marketing Resources July 2010 - May 2012
Edward Jones April 2010 - July 2010
Saint Louis Hillel Organization December 2008 - August 2009
SSM Health Care May 2008 - August 2008
Pernikoff Construction Co April 2005 - January 2006
Skills
Strategy, Customer Service, Marketing, Sales, Database Admin, Access, Analysis, Direct Marketing, Direct Mail, Time Management, Social Media, Public Speaking, Advertising, Microsoft Excel, Microsoft Word, Microsoft Office, Supply Chain, Healthcare Industry, PeopleSoft, Cognos, OBIEE, IMDB, Business Analysis, Procurement, Consulting, Business Process...
Education
Bradley University 2005 — 2009
B.S., Business Management
Boeing May 2015 - Present
Scottrade February 2014 - May 2015
VHA May 2012 - February 2014
American Direct Marketing Resources July 2010 - May 2012
Edward Jones April 2010 - July 2010
Saint Louis Hillel Organization December 2008 - August 2009
SSM Health Care May 2008 - August 2008
Pernikoff Construction Co April 2005 - January 2006
Skills
Strategy, Customer Service, Marketing, Sales, Database Admin, Access, Analysis, Direct Marketing, Direct Mail, Time Management, Social Media, Public Speaking, Advertising, Microsoft Excel, Microsoft Word, Microsoft Office, Supply Chain, Healthcare Industry, PeopleSoft, Cognos, OBIEE, IMDB, Business Analysis, Procurement, Consulting, Business Process...
Education
Bradley University 2005 — 2009
B.S., Business Management
Justin Melloni's Scottrade Experience 2008 - 2010
Job Senior Documentation and Training Specialist at Akamai Technologies
Industry Computer Software
Experience
Akamai Technologies July 2015 - Present
Lavastorm Analytics September 2014 - July 2015
Oracle June 2013 - September 2014
Acme Packet 2012 - May 2013
Acme Packet 2010 - 2012
Scottrade 2008 - 2010
Brandeis University February 2008 - May 2008
HomeGoods October 2004 - August 2007
Skills
Research, Customer Service, Economics, Microsoft Office, Session Border..., SIP, Diameter, Delivering Technical..., Instructor-led Training, VoIP, Telecommunications, IP, Networking, Training, TCP/IP, Routing, Unified Communications, Cisco Technologies
Education
Brandeis University 2006 — 2010
B.A., Economics
TMHS 2002 — 2006
Akamai Technologies July 2015 - Present
Lavastorm Analytics September 2014 - July 2015
Oracle June 2013 - September 2014
Acme Packet 2012 - May 2013
Acme Packet 2010 - 2012
Scottrade 2008 - 2010
Brandeis University February 2008 - May 2008
HomeGoods October 2004 - August 2007
Skills
Research, Customer Service, Economics, Microsoft Office, Session Border..., SIP, Diameter, Delivering Technical..., Instructor-led Training, VoIP, Telecommunications, IP, Networking, Training, TCP/IP, Routing, Unified Communications, Cisco Technologies
Education
Brandeis University 2006 — 2010
B.A., Economics
TMHS 2002 — 2006
Jerry Wojt's Scottrade Experience March 2006 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2006 - Present
Logan Capital Management, Inc. March 2004 - March 2006
US Navy Reserve May 1982 - March 2004
Charles Schwab June 1997 - December 2003
Skills
Series 7, Securities, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Managment, Equities, Financial Advisory, Finance, FINRA, Financial Services, Bonds, Asset Management
Education
Bryant College 1988 — 1989
N/A, MBA in Management, Incomplete
Villanova University 1978 — 1982
Bachelors of Arts, General Studies, Undergraduate
St Joseph's Prep 1974 — 1978
Scottrade March 2006 - Present
Logan Capital Management, Inc. March 2004 - March 2006
US Navy Reserve May 1982 - March 2004
Charles Schwab June 1997 - December 2003
Skills
Series 7, Securities, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Managment, Equities, Financial Advisory, Finance, FINRA, Financial Services, Bonds, Asset Management
Education
Bryant College 1988 — 1989
N/A, MBA in Management, Incomplete
Villanova University 1978 — 1982
Bachelors of Arts, General Studies, Undergraduate
St Joseph's Prep 1974 — 1978
Saqib Iqbal's Scottrade Experience 2010 - 2012
Job Clinical Social Worker
Industry Mental Health Care
Experience
Pacific Clinics - Portals September 2014 - Present
Community Family Guidance Center July 2013 - April 2014
Los Angeles Centers for Alcohol and Drug Abuse (LA CADA) August 2012 - June 2013
Scottrade 2010 - 2012
UBS Wealth Management 2008 - 2009
Education
University of Southern California 2012 — 2014
Master of Social Work (MSW), Mental Health
California State University-Long Beach 2005 — 2010
MA, Comparative Religion
Cal State Fullerton 2002 — 2004
Bachelor of Arts (BA), Communications / Advertising
Pacific Clinics - Portals September 2014 - Present
Community Family Guidance Center July 2013 - April 2014
Los Angeles Centers for Alcohol and Drug Abuse (LA CADA) August 2012 - June 2013
Scottrade 2010 - 2012
UBS Wealth Management 2008 - 2009
Education
University of Southern California 2012 — 2014
Master of Social Work (MSW), Mental Health
California State University-Long Beach 2005 — 2010
MA, Comparative Religion
Cal State Fullerton 2002 — 2004
Bachelor of Arts (BA), Communications / Advertising
Kristina Khabovets's Scottrade Experience June 2002 - May 2004
Job Project Specialist at Saddlaback College
Industry Education Management
Experience
Saddlaback College August 2011 - Present
Falcon School District 49 August 2006 - April 2011
Scottrade June 2002 - May 2004
Skills
Higher Education, Curriculum Development, Curriculum Design, Community Outreach, Public Speaking, Instructional Design, Research, Grant Writing, Fundraising, Budgets, Staff Development, Management
Education
Cal State Fullerton 2002 — 2004
B.A., Business Finance
Cumberland County College 1998 — 2000
AA, Liberal Arts
Saddlaback College August 2011 - Present
Falcon School District 49 August 2006 - April 2011
Scottrade June 2002 - May 2004
Skills
Higher Education, Curriculum Development, Curriculum Design, Community Outreach, Public Speaking, Instructional Design, Research, Grant Writing, Fundraising, Budgets, Staff Development, Management
Education
Cal State Fullerton 2002 — 2004
B.A., Business Finance
Cumberland County College 1998 — 2000
AA, Liberal Arts
nayeem hossain's Scottrade Experience December 2014 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade December 2014 - Present
Scottrade January 2009 - December 2014
Skills
Series 7, Series 63, Series 9, Series 10, Financial Analysis, Uniform Combined State..., Asset Allocation, Securities, Equities, Portfolio Management, Investments, FINRA, Finance, Microsoft Office, Wealth Management, Financial Services, Mutual Funds
Education
California State University-Fresno
Finance, General
Scottrade December 2014 - Present
Scottrade January 2009 - December 2014
Skills
Series 7, Series 63, Series 9, Series 10, Financial Analysis, Uniform Combined State..., Asset Allocation, Securities, Equities, Portfolio Management, Investments, FINRA, Finance, Microsoft Office, Wealth Management, Financial Services, Mutual Funds
Education
California State University-Fresno
Finance, General
Rick Leonhardt's Scottrade Experience October 2012 - March 2013
Job Associate Faculty/Internship Director at Feather River College
Industry Financial Services
Experience
Feather River College January 2015 - Present
6L Asset Management, LLC May 2013 - Present
Leonhardt Ranch January 1993 - Present
Scottrade October 2012 - March 2013
Bright Trading, LLC April 2007 - October 2012
Plumas Bank December 2003 - December 2005
Morgan Stanley Dean Witter January 2000 - January 2003
Skills
Investments, Trading, Licensing, Financial Analysis, Retirement Planning, Portfolio Management, Options, Finance, Securities, Series 7, Mutual Funds, Equities, Investment Strategies, Investment Advisory
Education
Golden Gate University 2010 — 2011
MS, Finance, Investment Management
California State University-Chico 1988 — 1992
BS, Business Administration, management
Feather River College January 2015 - Present
6L Asset Management, LLC May 2013 - Present
Leonhardt Ranch January 1993 - Present
Scottrade October 2012 - March 2013
Bright Trading, LLC April 2007 - October 2012
Plumas Bank December 2003 - December 2005
Morgan Stanley Dean Witter January 2000 - January 2003
Skills
Investments, Trading, Licensing, Financial Analysis, Retirement Planning, Portfolio Management, Options, Finance, Securities, Series 7, Mutual Funds, Equities, Investment Strategies, Investment Advisory
Education
Golden Gate University 2010 — 2011
MS, Finance, Investment Management
California State University-Chico 1988 — 1992
BS, Business Administration, management
Charles Ou's Scottrade Experience December 2010 - May 2011
Job Master of Accountancy Graduate
Industry Accounting
Experience
PwC January 2015 - March 2015
PwC June 2014 - August 2014
Cox, Castle & Nicholson July 2011 - September 2012
Scottrade December 2010 - May 2011
Skills
Microsoft Office, Accounting, Microsoft Excel, Accounts Receivable, Finance, Financial Audits, Financial Accounting, Auditing, Leadership
Education
California State University-Fullerton 2012 — 2014
Master of Science (MS), Accounting
University of California, Irvine 2007 — 2011
Bachelor's degree, Business Economics
PwC January 2015 - March 2015
PwC June 2014 - August 2014
Cox, Castle & Nicholson July 2011 - September 2012
Scottrade December 2010 - May 2011
Skills
Microsoft Office, Accounting, Microsoft Excel, Accounts Receivable, Finance, Financial Audits, Financial Accounting, Auditing, Leadership
Education
California State University-Fullerton 2012 — 2014
Master of Science (MS), Accounting
University of California, Irvine 2007 — 2011
Bachelor's degree, Business Economics
Michelle Best's Scottrade Experience July 2010 - September 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Scottrade July 2010 - September 2014
Scottrade September 2008 - July 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Fidelity Investments August 2000 - September 2005
The Sports Club/LA 1989 - 1996
Skills
Series 7, Series 63, Series 24, Series 66, Wealth Management, Investment Strategies, Fixed Annuities, Fixed Income Strategies, Variable Annuities, Estate Planning, Life Insurance, Financial Analysis, Financial Reporting, Budget Setting, Strategic Financial..., Financial Accounting
Education
Xavier University 2002 — 2003
Certified FinancialPlanning, A
California State University-Northridge 1994 — 1996
BA, Radio, TV Film, Honors
Cleveland State University 1983 — 1994
BA, Music
TIAA-CREF September 2014 - Present
Scottrade July 2010 - September 2014
Scottrade September 2008 - July 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Fidelity Investments August 2000 - September 2005
The Sports Club/LA 1989 - 1996
Skills
Series 7, Series 63, Series 24, Series 66, Wealth Management, Investment Strategies, Fixed Annuities, Fixed Income Strategies, Variable Annuities, Estate Planning, Life Insurance, Financial Analysis, Financial Reporting, Budget Setting, Strategic Financial..., Financial Accounting
Education
Xavier University 2002 — 2003
Certified FinancialPlanning, A
California State University-Northridge 1994 — 1996
BA, Radio, TV Film, Honors
Cleveland State University 1983 — 1994
BA, Music
Donnie Nielsen, CFA's Scottrade Experience March 2009 - April 2013
Job Team Manager / Client Lead
Industry Financial Services
Experience
Aon Hewitt October 2014 - Present
Aon Hewitt April 2013 - October 2014
Scottrade March 2009 - April 2013
Edward Jones May 2008 - December 2008
Skills
Investments, Series 63, Options, Equity Trading, Mutual Funds, Series 7, ETFs, FINRA, Equities, Securities, Fixed Income, Stockbroking, Uniform Combined State..., Trading, Series 65, Derivatives
Education
CSU Sacramento 2005 — 2007
UC Davis 2004 — 2004
In Progress
California State University-East Bay
Bachelor’s Degree, Business Administration, Finance
Aon Hewitt October 2014 - Present
Aon Hewitt April 2013 - October 2014
Scottrade March 2009 - April 2013
Edward Jones May 2008 - December 2008
Skills
Investments, Series 63, Options, Equity Trading, Mutual Funds, Series 7, ETFs, FINRA, Equities, Securities, Fixed Income, Stockbroking, Uniform Combined State..., Trading, Series 65, Derivatives
Education
CSU Sacramento 2005 — 2007
UC Davis 2004 — 2004
In Progress
California State University-East Bay
Bachelor’s Degree, Business Administration, Finance
Ryan Osinski's Scottrade Experience September 2011 - July 2012
Job Key Account Analyst
Industry Financial Services
Experience
Picnic Time May 2015 - Present
Dignified Transition Solutions, LLC May 2013 - August 2014
Dignified Transition Solutions, LLC July 2012 - May 2013
Scottrade September 2011 - July 2012
Best Buy June 2005 - September 2011
Skills
Computer Proficiency, Microsoft Office, Sales, Oral & Written..., Internet, Accounting, Leadership
Education
California State University-Channel Islands 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations
California State University-Channel Islands 2010 — 2012
Bachelor of Science in Business, Business / Economics
Moorpark College 2008 — 2010
Business
Westlake High School 2001 — 2005
High School Diploma
Picnic Time May 2015 - Present
Dignified Transition Solutions, LLC May 2013 - August 2014
Dignified Transition Solutions, LLC July 2012 - May 2013
Scottrade September 2011 - July 2012
Best Buy June 2005 - September 2011
Skills
Computer Proficiency, Microsoft Office, Sales, Oral & Written..., Internet, Accounting, Leadership
Education
California State University-Channel Islands 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations
California State University-Channel Islands 2010 — 2012
Bachelor of Science in Business, Business / Economics
Moorpark College 2008 — 2010
Business
Westlake High School 2001 — 2005
High School Diploma
Hao Liang's Scottrade Experience June 2009 - July 2012
Job Data Analyst at Perfect World Entertainment, Inc.
Industry Computer Games
Experience
Perfect World Entertainment, Inc. April 2015 - Present
Perfect World Entertainment, Inc. January 2014 - March 2015
Mason Tillman Associates June 2012 - January 2014
Scottrade June 2009 - July 2012
Skills
R, SAS, Python, SPSS, Data Analysis, Microsoft Office, Minitab, SQL, Tableau, MapReduce, Hive, Amazon Web Services..., Machine Learning, Big Data, Forecasting, Data Mining, Statistical Modeling
Education
California State University-Hayward 2010 — 2012
MS, Applied Statistics
California State University-Hayward 2006 — 2010
BS, Applied Mathematics, Statistics
Perfect World Entertainment, Inc. April 2015 - Present
Perfect World Entertainment, Inc. January 2014 - March 2015
Mason Tillman Associates June 2012 - January 2014
Scottrade June 2009 - July 2012
Skills
R, SAS, Python, SPSS, Data Analysis, Microsoft Office, Minitab, SQL, Tableau, MapReduce, Hive, Amazon Web Services..., Machine Learning, Big Data, Forecasting, Data Mining, Statistical Modeling
Education
California State University-Hayward 2010 — 2012
MS, Applied Statistics
California State University-Hayward 2006 — 2010
BS, Applied Mathematics, Statistics
Donald Servan's Scottrade Experience March 2012 - June 2015
Job Investment Associate
Industry Financial Services
Experience
Fiduciary Trust Company International October 2014 - Present
Scottrade March 2012 - June 2015
Scottrade July 2011 - March 2012
Dannys Electronics February 2007 - April 2011
Skills
Investments, Series 63, Series 7, Options, Valuation, FINRA, Brokerage, Portfolio Management, Equities, Financial Analysis, Securities, Asset Managment, Mutual Funds, Financial Modeling, Trading, Fixed Income, Finance, Bonds
Education
Cal Poly Pomona 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Cerritos College
Bachelor of Business Administration (B.B.A.), Finance, General
Fiduciary Trust Company International October 2014 - Present
Scottrade March 2012 - June 2015
Scottrade July 2011 - March 2012
Dannys Electronics February 2007 - April 2011
Skills
Investments, Series 63, Series 7, Options, Valuation, FINRA, Brokerage, Portfolio Management, Equities, Financial Analysis, Securities, Asset Managment, Mutual Funds, Financial Modeling, Trading, Fixed Income, Finance, Bonds
Education
Cal Poly Pomona 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Cerritos College
Bachelor of Business Administration (B.B.A.), Finance, General
Colton Kirby's Scottrade Experience March 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Scottrade January 2014 - March 2014
Scottrade May 2012 - December 2013
Skills
Excel Functions, VBA, Vlookup, MS Excel Pivot Tables, Business Development, Data Analysis, Microsoft Office, Investments, Customer Service, Attention To Detail, Sales Presentations
Education
California State University-San Marcos 2011 — 2013
Bachelor's Degree, Business Administration (Concentration in Finance)
MiraCosta College 2009 — 2011
Scottrade March 2014 - Present
Scottrade January 2014 - March 2014
Scottrade May 2012 - December 2013
Skills
Excel Functions, VBA, Vlookup, MS Excel Pivot Tables, Business Development, Data Analysis, Microsoft Office, Investments, Customer Service, Attention To Detail, Sales Presentations
Education
California State University-San Marcos 2011 — 2013
Bachelor's Degree, Business Administration (Concentration in Finance)
MiraCosta College 2009 — 2011
Allan Cohen's Scottrade Experience March 2011 - March 2015
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2011 - March 2015
Wireless Plus inc. Verizon Wireless Premium Retailer July 2007 - March 2011
Star Quality Wholesale - Used Car Dealerahip January 2007 - December 2009
Cedars-Sinai Medical Center 2004 - 2005
Skills
Series 7, Series 63, Options Strategies, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Quotas, Sales, CRM, Asset Gathering, Microsoft Excel, Management, Asset
Education
California State University-Northridge 2007 — 2011
BS, Finance
Scottrade March 2011 - March 2015
Wireless Plus inc. Verizon Wireless Premium Retailer July 2007 - March 2011
Star Quality Wholesale - Used Car Dealerahip January 2007 - December 2009
Cedars-Sinai Medical Center 2004 - 2005
Skills
Series 7, Series 63, Options Strategies, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Quotas, Sales, CRM, Asset Gathering, Microsoft Excel, Management, Asset
Education
California State University-Northridge 2007 — 2011
BS, Finance
Scott Roge's Scottrade Experience February 2008 - Present
Job Investment Consultant Scottrade
Industry Financial Services
Experience
Scottrade February 2008 - Present
Charles Schwab August 2007 - February 2008
E*TRADE Financial May 2005 - June 2007
JPMorgan Chase June 2000 - April 2005
Mobile Podiatrist December 1998 - April 2000
Skills
Mentoring, Human Sign Advertisement, Cost Analysis, Word, Writing, Typing, Team Leadership, Trading, Troubleshooting, Training & Development, Sales Support, Coaching, New Business Development, Small Business, Trade Facilitation, Options Strategies, Equity Derivatives, Presenter, Training Seminars, Educational Seminars, Cost Reduction, Business Analysis, Cost Benefit, Securities, Equity Trading, Financial Analysis, Financial Markets
Education
Bradley University 1987 — 1991
Bachelors of Science, Economics
Glenbrook North 1983 — 1987
High School Diploma, General Studies
Scottrade February 2008 - Present
Charles Schwab August 2007 - February 2008
E*TRADE Financial May 2005 - June 2007
JPMorgan Chase June 2000 - April 2005
Mobile Podiatrist December 1998 - April 2000
Skills
Mentoring, Human Sign Advertisement, Cost Analysis, Word, Writing, Typing, Team Leadership, Trading, Troubleshooting, Training & Development, Sales Support, Coaching, New Business Development, Small Business, Trade Facilitation, Options Strategies, Equity Derivatives, Presenter, Training Seminars, Educational Seminars, Cost Reduction, Business Analysis, Cost Benefit, Securities, Equity Trading, Financial Analysis, Financial Markets
Education
Bradley University 1987 — 1991
Bachelors of Science, Economics
Glenbrook North 1983 — 1987
High School Diploma, General Studies
Richard Feng's Scottrade Experience April 2006 - March 2012
Job Director of Information Technology at SogoTrade Inc.
Industry Financial Services
Experience
Wang Investment Associates March 2012 - February 2013
Scottrade April 2006 - March 2012
KnowledgeLake November 2004 - April 2006
Hechuang Tech July 2000 - July 2002
alcatel lucent shanghai bell July 1998 - July 2000
Skills
.NET, SQL, Java, JavaScript, HTML + CSS, HTML, Microsoft SQL Server, SharePoint, Team Leadership, SDLC, Agile Methodologies, T-SQL, WCF, TFS, IIS, ASP.NET, Visual Studio, XML, Management
Education
Boston University 2002 — 2004
MS, Computer Science
Shanghai University 1994 — 1998
BS, Computer Science
Wang Investment Associates March 2012 - February 2013
Scottrade April 2006 - March 2012
KnowledgeLake November 2004 - April 2006
Hechuang Tech July 2000 - July 2002
alcatel lucent shanghai bell July 1998 - July 2000
Skills
.NET, SQL, Java, JavaScript, HTML + CSS, HTML, Microsoft SQL Server, SharePoint, Team Leadership, SDLC, Agile Methodologies, T-SQL, WCF, TFS, IIS, ASP.NET, Visual Studio, XML, Management
Education
Boston University 2002 — 2004
MS, Computer Science
Shanghai University 1994 — 1998
BS, Computer Science
Harry Delaney, CFP®'s Scottrade Experience October 2003 - November 2004
Job Workplace Planning Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - May 2015
Fidelity Investments November 2004 - November 2013
Scottrade October 2003 - November 2004
TD Waterhouse August 2001 - September 2002
Fidelity Investments January 2000 - July 2001
Education
Boston University 2012 — 2012
Certificate Program, Certified Financial Planner Program
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science
Fidelity Investments November 2013 - May 2015
Fidelity Investments November 2004 - November 2013
Scottrade October 2003 - November 2004
TD Waterhouse August 2001 - September 2002
Fidelity Investments January 2000 - July 2001
Education
Boston University 2012 — 2012
Certificate Program, Certified Financial Planner Program
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science
Taryn Willis's Scottrade Experience November 2013 - Present
Job Senior IT Auditor at Scottrade
Industry Accounting
Experience
Scottrade November 2013 - Present
Furniture Brands International August 2010 - November 2013
PwC September 2007 - August 2010
Hoosier Lottery January 2007 - April 2007
PwC June 2006 - August 2006
Skills
Financial Statement..., SOX 404, Risk Assessment, IT Audit, Process Flow..., Financial Reporting, Microsoft Office, Visio, ACL Analytic Software, SAP ERP, Internal Audit, Operational Audits, COSO Framework, GAAP, Auditing
Education
Butler University 2003 — 2007
Bachelor of Science (BS), Accounting
Scottrade November 2013 - Present
Furniture Brands International August 2010 - November 2013
PwC September 2007 - August 2010
Hoosier Lottery January 2007 - April 2007
PwC June 2006 - August 2006
Skills
Financial Statement..., SOX 404, Risk Assessment, IT Audit, Process Flow..., Financial Reporting, Microsoft Office, Visio, ACL Analytic Software, SAP ERP, Internal Audit, Operational Audits, COSO Framework, GAAP, Auditing
Education
Butler University 2003 — 2007
Bachelor of Science (BS), Accounting
Dan Hua's Scottrade Experience November 2003 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2003 - Present
TD Waterhouse (now TD Ameritrade) January 1999 - July 2003
Kennedy Cabot & Company December 1996 - December 1998
Skills
Committed to..., Core Competences, Knowledge Management, Knowledge Sharing, Integrity, Business Excellence, Problem Solving, Interpersonal Skill, Customer Service, Leadership, Multilingual, Motivation, Mentoring, Management, Overcoming Adversity, Overcome Obstacles, Sales, Customer Engagement, Customer Experience, Customer Satisfaction, Compliance, Business Understanding, Finance, Financial Analysis, Stock Trading, Stock Market, Stock Picking, Economics, Options, Options Strategies, Market Analysis, Equity Trading, Trading Strategies, Market Research, Success Driven, Technical Analysis, Accountability, Reliability, Work Ethic, Communication Skills, Client Relations Skills, Building Strong..., Long Term Business..., Team Building, Teamwork, Respect, Highly responsible, Trust, Customer Oriented, Securities Regulation
Education
California State University-Los Angeles 1989 — 1993
Bachelor of Science (B.S.), Finance, General and Minor in Economics
Scottrade November 2003 - Present
TD Waterhouse (now TD Ameritrade) January 1999 - July 2003
Kennedy Cabot & Company December 1996 - December 1998
Skills
Committed to..., Core Competences, Knowledge Management, Knowledge Sharing, Integrity, Business Excellence, Problem Solving, Interpersonal Skill, Customer Service, Leadership, Multilingual, Motivation, Mentoring, Management, Overcoming Adversity, Overcome Obstacles, Sales, Customer Engagement, Customer Experience, Customer Satisfaction, Compliance, Business Understanding, Finance, Financial Analysis, Stock Trading, Stock Market, Stock Picking, Economics, Options, Options Strategies, Market Analysis, Equity Trading, Trading Strategies, Market Research, Success Driven, Technical Analysis, Accountability, Reliability, Work Ethic, Communication Skills, Client Relations Skills, Building Strong..., Long Term Business..., Team Building, Teamwork, Respect, Highly responsible, Trust, Customer Oriented, Securities Regulation
Education
California State University-Los Angeles 1989 — 1993
Bachelor of Science (B.S.), Finance, General and Minor in Economics
Jamie Basinger's Scottrade Experience January 2014 - Present
Job Intern at Scottrade
Industry
Experience
Scottrade January 2014 - Present
Ivy Reynolds Photography December 2011 - January 2014
Paul Mitchell the School July 2009 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Time Management, Strategic Planning, Analysis, Research
Education
California State University San Marcos 2011 — 2014
Bachelor of Arts (B.A.), Economics
Scottrade January 2014 - Present
Ivy Reynolds Photography December 2011 - January 2014
Paul Mitchell the School July 2009 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Time Management, Strategic Planning, Analysis, Research
Education
California State University San Marcos 2011 — 2014
Bachelor of Arts (B.A.), Economics
Walter Belcher's Scottrade Experience October 2008 - Present
Job Finance Investments Manager at Scottrade
Industry Financial Services
Experience
Scottrade October 2008 - Present
Scottrade 2008 - 2015
Education
Bryant University 1998 — 2001
Bachelor's Degree, Finance, Minor in Political Science
Scottrade October 2008 - Present
Scottrade 2008 - 2015
Education
Bryant University 1998 — 2001
Bachelor's Degree, Finance, Minor in Political Science
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank