Experience
Northern Trust Wealth Management  August 2015 - Present
Celtic Leasing Corp.  July 2013 - August 2015
Scottrade   July 2011 - June 2013
Otay Project   May 2009 - May 2012
YMCA  July 2010 - August 2011

Skills
Public Speaking, Leadership, Financial Analysis, PowerPoint, Microsoft Excel, Accounting, Experience with..., Opening accounts with..., Talking with clients..., Deposits of checks..., Navigating clients..., Distribution requests,..., Retail Banking, Investment Banking, Commercial Leasing, Finance, Quantitative Research, Customer Service, Management, Microsoft Office, Sales

Education
Concordia University-Irvine   2011 — 2013
Bachelor's Degree, Economics

Orange Coast College   2007 — 2010
Associate's Degree, Business Administration and Management, General

Experience
Atlanta Housing Authority  October 2014 - Present
KRJ Productions, LLC   June 2006 - Present
Impact Church  January 2010 - December 2012
AT&T  October 2008 - October 2010
AT&T  September 2006 - October 2008
College Bound  September 2003 - July 2006
Scottrade   August 2001 - September 2003
Charles Schwab  November 2000 - June 2001
Scottrade   April 1999 - November 2000

Skills
Video Production, Customer Retention, Email Marketing, Social Networking, Video Editing, Directing, Short Films, Social Media Marketing, Networking, Business Development, Film Editing, Sales Operations, Consulting, Camera Operating, Documentaries, A/V systems, Final Cut Pro, Video Directing, Live Streaming, Sales Management, Staff Development, Train Staff, A/V Installation, Adobe Creative Suite, Microsoft Office, Live Video Streaming, Stock Trading, T1s, Metro Ethernet, Stock Management, Mutual Funds, System Testing, video encoding, Broadcast, Data Analysis, Database Admin, Data Modeling, Management, Marketing, Project Management, Social Media, Strategic Planning

Education
California State University-Sacramento   1997 — 2000
Bachelor of Science (B.S.), Business Administration, Managerial Finance

Clark Atlanta University   1995 — 1997

Experience
Scottrade   August 2013 - Present
Door 4 Auto Glass, llc   January 2009 - June 2013
U.S. Coast Guard   January 2007 - December 2008
U.S. Coast Guard   January 2003 - January 2007
U.S. Coast Guard   January 2001 - January 2003

Skills
Operations Management, Military, Security Clearance, Military Operations, Operational Planning, Command, Military Experience, Organizational..., Logistics Management, Inspection, Management, Security, Emergency Management, Government, National Security, Coaching, Customer Service, Leadership, Microsoft Excel, Outlook, Risk Management, Strategic Planning, Team Building

Education
City University of Seattle   2015 — 2017
Master of Business Administration (MBA), MBA Finance

Old Dominion University - College of Business and Public Administration   2010 — 2012
Bachelor of Science (B.S.), BUSINESS ADMINISTRATION, FINANCE

Olympic College   2009 — 2010
Associate of Arts (A.A.), Business Administration and Management, General

Experience
Merrill Edge  March 2015 - Present
Scottrade   July 2014 - March 2015
Merrill Lynch  November 2013 - April 2014
Wells Fargo  November 2009 - November 2013

Skills
Social Media, Sales, Public Relations, Social Networking, Salesforce.com, Event Planning, Social Media Marketing, Management, Marketing Strategy, Business Development, Sales Management, Email Marketing, Account Management, Marketing, Customer Service, Finance, Investments, Leadership, Microsoft Office, Banking, Microsoft Excel, Credit

Education
Metropolitan Community College   2015 — 2017
Certificate of Achievement, Personal Financial Planning

California State University-Sacramento   2003 — 2008
Bachelor of Science (B.S.), Business Administration. Emphasis in Marketing

Experience
CIT  September 2014 - Present
CIT  September 2012 - Present
A&K Painting Company   April 2012 - July 2013
Scottrade   December 2010 - April 2012
United States Marine Corps  December 2004 - December 2009

Skills
Economics, Statistics, PowerPoint, Microsoft Excel, Financial Analysis, Access, Customer Service, Data Analysis, Analysis, Microsoft Word, Microsoft Office, Outlook, Finance, Time Management

Education
University of North Carolina at Charlotte   2012 — 2014
Master of Science (M.S.), Economics/Finance

Winthrop University   2010 — 2012
Bachelor of Arts, Economics, 3.76

Coastal Carolina Community College   2008 — 2009

Clemson University   2003 — 2004

Experience
Industrial Commission of Arizona  October 2013 - Present
Scottrade   January 2009 - October 2013
Robert Half Legal  2012 - 2012
Seana Restaurant Group   August 2008 - January 2009
Koeller Nebeker Carlson & Haluck  August 2005 - May 2007
Kenyon Plastering, Inc   October 1998 - January 2005
Ohio Association of Community Colleges  January 1995 - January 1998

Skills
Legal Research, Legal Writing, Employment Law, WordPerfect, Document Review, Commercial Litigation, Personal Injury, Arbitration, Insurance, Legal Support, Legal Services, Mediation, Pleadings, Dispute Resolution, Word, Research, Corporate Law, Notary Public, Excel, Contract Management, Microsoft Office, Administration, Administrative Support, Microsoft Word, Wordperfect, Administrative..., Microsoft Excel, Legal Assistance, System Administration, Westlaw, Litigation Support, Civil Litigation, Litigation, Product Liability, Trials, Courts

Education
Capital University Law School   1997 — 1998
Certificate, Legal Assistant (Paralegal)

Franklin University   1994 — 1997
Bachelor of Science, Business Management

Experience
XR Trading  March 2015 - Present
XR Trading  April 2013 - March 2015
TradeLink LLC  May 2008 - April 2013
Scottrade   May 2007 - April 2008
Raving Brands  September 2006 - May 2007
State of Georgia (Board of Pardons and Paroles)   August 2005 - December 2005

Education
Carnegie Mellon University   2012 — 2016
Master of Science (M.S.), Computational Finance

Georgia Institute of Technology   2003 — 2008
B.S., Computer Science

Georgia Institute of Technology - Georgia Tech College of Management   2003 — 2008
B.S., Management

South Forsyth High School   1999 — 2003

Experience
Scottrade   January 2014 - Present
Great-West Financial  May 2013 - December 2013
Merrill Lynch  June 2007 - May 2013
Merrill Lynch  March 2006 - June 2007
Computershare  December 2000 - March 2006
Merrill Lynch  March 1997 - December 2000
Merrill Lynch  February 1996 - March 1997

Skills
Client Service Oriented, Attentiveness to Detail, Team-oriented, Employee Benefits, Payroll, Human Resources, Retirement, Asset Allocation, Financial Services, 401k, Invoicing, Analytical Skills, Building Relationships, Highly detail oriented

Education
Colorado State University   1976 — 1980
Fashion Merchandising

University of Maryland Munich Germany   1974 — 1976
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Experience
Scottrade   August 2015 - Present
PNC  August 2014 - Present
Wells Fargo  August 2012 - February 2014
Lake Trust Credit Union  October 2011 - August 2012

Skills
Management, Cross Selling, Loans, Teller Operations, Loan Origination, Value Based Selling, Long-term Customer..., Financial Analysis, Personal Finance, Leveraged Finance, Community Outreach, Money Management, Large Budget Management, Investment Banking, Investment Properties, Cash Handling Experience, Small Business, Direct Sales, Cold Calling Experience, Finance, Sales, Small Business Lending, Banking, Retail Banking, Customer Service, Mortgage Lending, Credit, Leadership

Education
Columbia Southern University
Bachelor of Applied Science (B.A.Sc.), Business Finance

Homestead high school

Experience
Scottrade   September 2010 - Present
Scottrade   October 2001 - September 2010

Skills
Investments, Finance, Series 7, Securities, Mutual Funds, Series 63, Financial Services

Education
Collin County Community College

The University of Texas at Dallas

University of Phoenix

Experience
Charter Communications  April 2015 - Present
CitiMortgage  April 2012 - April 2015
Apex Systems (for Wells Fargo Advisors)   April 2011 - April 2012
Scottrade   June 2010 - April 2011
Wells Fargo Advisors, LLC (formerly A.G. Edwards)   March 2008 - June 2010
A.G. Edwards   March 2005 - March 2008
A.G. Edwards   October 1998 - March 2005
A.G. Edwards   January 1996 - October 1998
A.G. Edwards   October 1992 - January 1996
A.G. Edwards   September 1990 - October 1992

Skills
Quality Assurance, SDLC, Change Management, SharePoint, Integration, Release Management, Asset Managment, ITIL, Testing, Software Documentation, Data Center, Visio, Process Improvement, Networking, PMO, Leadership, Enterprise Software, Asset Management, Functional Management, Requirements Gathering, Project Management, BMC Remedy, Disaster Recovery, Information Technology, Training, Business Process, Team Leadership, Quality Center, Project Planning, COBOL, Telecommunications, Team Management, User Acceptance Testing, Management, Business Analysis, Cisco Technologies, Infrastructure, Agile Methodologies, Waterfall, PeopleSoft, Service Delivery, Troubleshooting, ServiceNow

Education
Villanova University   2014 — 2014
Essentials in Software Testing Certification

St. Louis Community College   2005 — 2009
Associate of Arts

A.G. Edwards University   2007 — 2008
MCP Certification

Washington University in St. Louis   2006 — 2006
ITIL Certification

A.G. Edwards University   2001 — 2001
Certification

Adtran, Inc.   1998 — 1998
Certification

Beldon-Krone   1998 — 1998
Certification

Community College of the Air Force   1986 — 1988
Certification

Bishop DuBourg High School   1979 — 1983
Diploma

Experience
NorthStar Securities, LLC  June 2013 - Present
Professional Tennis Registry   June 2004 - Present
Scottrade   August 2012 - June 2013
Charles Schwab  May 2008 - May 2012
Charles Schwab & Co., Inc   June 2011 - April 2012
Jackson National Life  July 2010 - June 2011
Charles Schwab & Co., Inc   July 2008 - July 2010

Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Retirement Planning, Financial Analysis, Wealth Management, Asset Allocation, Retirement, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options Strategies, Options, Technical Analysis, Fundamental Analysis, Securities, Finance, Equities, Uniform Combined State..., Financial Services, FINRA

Education
University of Colorado at Boulder - Leeds School of Business   2004 — 2008
Bachelor of Science (B.S.), Finance, General

College for Financial Planning   2010 — 2010
Accredited Asset Management Specialist

Arapahoe High School

Experience
Scottrade   March 2009 - Present
Scottrade   May 2007 - April 2009
Scottrade   March 2006 - May 2007

Skills
CRM software, NICE, Coaching, Risk Management, Customer Service, Strategic Planning, Series 7, Series 63, Teamwork, Business Development, Microsoft Excel, Change Management, Sales, Business Strategy, Training, Securities, Retirement Planning, Portfolio Management, Financial Services, Team Building, Outlook, PowerPoint, Microsoft Word, CRM

Education
University of Dayton   2001 — 2005
Bachelor of Science, Finance

Chaminade University of Honolulu   2002 — 2002

Experience
Scottrade   June 2013 - Present
Central Michigan University  August 2009 - Present
Jared the Galleria of Jewelry  December 2013 - January 2014

Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Tax, Income Tax, Financial Analysis, Tax Preparation, QuickBooks, Internal Controls, GAAP, General Ledger, Time Management, Management, Finance, Access, Financial Modeling

Education
Central Michigan University   2009 — 2014
Bachelor of Science in Business Administration, Accounting and Finance

Experience
ESPN  May 2015 - Present
Keeping Up With The Books Bookkeeping & Tax   February 2005 - Present
Scottrade   January 1999 - February 2002
Bethlehem Steel  February 1999 - March 2001

Skills
Bookkeeping, Tax, Accounting, Tax Preparation, Journal Entries, Orthopedic, Sales Tax, Payroll Taxes, Accounts Receivable, Tax Returns, QuickBooks, Financial Reporting, Payroll, Income Tax, Corporate Tax, Accounts Payable, Small Business, General Ledger, Auditing, Accountants, Tax Accounting, Cash Flow, Microsoft Excel, Strategic Financial..., Budgets, Account Reconciliation, Financial Statements, Finance, Peachtree, Financial Analysis, Balance, Financial Accounting, Preparation, Fixed Assets, GAAP

Education
Strome College of Business   1999 — 2005
BSBPA, Accounting

Coastal Carolina Community College   1994 — 1998
Associate's degree, Business's administration

Experience
Fidelity Investments  September 2014 - November 2014
Fidelity Investments  September 2013 - September 2014
Fidelity Investments  September 2012 - September 2013
Capital One Auto Finance  2012 - 2012
1st Global  2010 - 2011
Scottrade   2006 - 2010
TD Ameritrade  2005 - 2006
Fidelity Investments  2004 - 2005
JPMorgan Chase  2001 - 2004

Skills
Trader, Stockbroker, Financial Markets, Financial Advisory, Series 7, Series 63, Series 65, Retirement, Microsoft Excel, Wealth Management, Securities, Capital Markets, Options, Financial Services, Equities, Investments, Mutual Funds

Education
University of North Texas
Business

Collin County Community College

Experience
Four Seasons Wealth Management  September 2015 - Present
Scottrade   May 2014 - July 2015
TD Ameritrade  2011 - May 2014
TD Ameritrade  June 2012 - December 2012
TD Ameritrade  August 2011 - November 2011
Page Parkes Management  October 2008 - August 2011
TD Ameritrade  2011 - 2011
Intregrated Entertainment Group   March 2008 - June 2009

Skills
Investments, Leadership, Finance, Options Strategies, Management, Modeling, Acting, Options, Stock Trading, Sales, Portfolio Management, JavaScript, Mutual Funds, Microsoft Office, Registered Investment..., Trading, CSS, Equities, Athletic Training, Foreign Exchange..., PHP, Series 7, Strategy, Customer Service, Financial Services, Russian, HTML scripting, Risk Management, Futures, Securities, New Business Development, Financial Analysis, Project Management

Education
The University of Texas at Arlington   2009 — 2011
Master's degree, International Relations and Political Economics, 3.78

The University of Texas at Arlington   2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.2

The University of Texas at Arlington   2006 — 2009
Bachelor's degree, Political Science/International Relations, 3.4

Carthage College   2003 — 2004
N/A, Sports Management

Experience
FormFire  April 2012 - Present
Sherwin Williams  January 2011 - April 2012
Sherwin Williams  October 2009 - March 2011
Scottrade   January 2009 - October 2009
Automotive Sales - (Lexus, Honda, Toyota)   October 2008 - February 2009

Skills
Leadership, Analysis, Financial Analysis, Strategy, Agile Methodologies, Agile Project Management, Product Management, Finance, Management, Insurance, Sales, Accounting, Negotiation, Microsoft Excel, Forecasting, Microsoft Office, Corporate Finance, Extreme Environments, Investments, Process Improvement, PowerPoint, Microsoft Word, Hyperion Enterprise, Retail, Financial Modeling, Budgets, Valuation, Access, Auditing, Strategic Financial..., Financial Reporting, Business Analysis, Cross-functional Team..., Marketing, Trello, Strategic Planning, Business Strategy, Competitive Analysis, Project Management, Data Analysis, Internal Controls, Variance Analysis, Cost Accounting, Financial Services, Market Analysis, Cash Management, SQL

Education
Cleveland State University   2008 — 2010
BBA, Finance

University of Phoenix   2006 — 2008
BBA, Finance, 3.8

Experience
Scottrade   March 2015 - Present
First Command Financial Services  March 2013 - Present
TD Ameritrade  November 2011 - March 2013
TD Ameritrade Clearing   October 2009 - November 2011
TD Ameritrade Clearing   October 2007 - October 2009
TD Ameritrade Clearing   May 2007 - October 2007
TD Ameritrade Clearing   January 2006 - May 2007
TD Ameritrade  January 2005 - January 2006
United States Air Force  December 1996 - December 2004

Skills
Series 7, Series 63, Financial Services, Finance, Options, Investment Strategies, Derivatives, Bloomberg, Process Improvement, Financial Reporting, 401k, FINRA, Bonds, Accounting, Asset Managment, Financial Analysis, Securities, Equities, Portfolio Management, Wealth Management, Investments, Mutual Funds, Investment Advisory, Financial Risk, Back Office, Settlement, Prime Brokerage, ETFs, Electronic Trading, Management, Asset Management, Corporate Actions

Education
Tarleton State University   2006 — 2008
Business/Commerce, General

Tarrant County College   2000 — 2004
Associate of Arts (A.A.)

Community College of the Air Force   1996 — 2000

Burleson High School   1992 — 1995

Experience
EY  April 2015 - Present
Citi  January 2015 - May 2015
Citi  January 2014 - December 2014
Citi  June 2012 - January 2014
Scottrade   May 2011 - May 2012
QCI Asset Management  June 2010 - August 2010

Skills
Financial Analysis, Microsoft Excel, Risk Management, Credit Risk, Financial Modeling, Microsoft Office, PowerPoint, Customer Service, Financial Risk, Portfolio Management, Finance, Social Media, Microsoft Word, Credit Analysis, Bloomberg Terminal, Access, Derivatives, Credit, Equities, Capital IQ, Research, Securities, Dodd-Frank, Credit Derivatives, Swaps, CDS, Interest Rate Risk..., Interest Rate..., FX Options, Bloomberg, Photoshop, Java, HTML, Risk Assessment, Financial Risk..., Intercompany..., Intercompany, Intercompany Accounts, Revolving Lines of..., Compliance, Living Will, Debt Restructuring

Education
Canisius College   2008 — 2012
Bachelor of Science (B.S.), Finance, General

Aquinas Institute of Rochester   2004 — 2008

Experience
Fidelity Investments  April 2014 - Present
Berkely County School District   January 2014 - April 2014
Scottrade   November 2011 - December 2013
Taco Bell  January 2009 - August 2011

Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Cashiering, Time Management, Sales, Teamwork, Outlook, Telephone Skills, Facebook, Cash Handling Experience, Data Entry, Customer Satisfaction, Retail, Social Media, Phone Etiquette, Leadership, Inventory Management

Education
Charleston Southern University   2009 — 2013
Bachelor's degree, Business/Managerial Economics

Charleston Southern University   2009 — 2013
Bachelor of Arts (B.A.), Religion/Religious Studies

Experience
TFG-ADVISORS   November 2014 - Present
Larson Financial  September 2013 - October 2014
Scottrade   September 2012 - September 2013
Scottrade   August 2010 - September 2013

Skills
Series 7, Series 63, Series 9, Series 10, Mutual Funds, Securities, Equities, Investments, FINRA, Customer Service, Options, Microsoft Excel, Fixed Income, Microsoft Office, Outlook, PowerPoint, Trading, Access, Microsoft Word, Financial Markets, Finance, ETFs, Credit, Business Analysis, Equity Trading, Bonds, Technical Analysis, Financial Services, SharePoint, Stocks, Data Analysis, Uniform Combined State..., Series 65, Financial Advisory, Portfolio Management

Education
Cornerstone University   2005 — 2009
Bachelor's degree, Finance, General

Webster University

Experience
Nelnet Diversified Solutions  2015 - 2015
Nelnet Diversified Solutions  2015 - 2015
Nelnet Diversified Solutions  2015 - 2015
Scottrade   December 2012 - January 2014
OppenheimerFunds, Inc  August 2011 - June 2012
Digi-Data Corporation  September 2007 - March 2011
Computer Answers, L.L.C.   June 2002 - September 2007
Rational Software, Inc   October 1999 - May 2002
Bendata, Incorporated   April 1996 - October 1999

Skills
Test Cases, System Testing, Test Automation, Agile Methodologies, Testing

Education
Colorado Technical University

Experience
Scottrade   June 2013 - Present
Scottrade   February 2011 - June 2013
Scottrade   March 2010 - February 2011
Computer Research, Inc.   June 2009 - March 2010
Computer Research, Inc.   February 2008 - June 2009
Ameriprise Financial Services, Inc.   January 2006 - September 2006
IBM Global Services  June 2005 - January 2006

Education
Colorado State University   2002 — 2006
BS in Business Administration, Finance

Experience
Erie BayHawks NBA D-League Team.   August 2015 - Present
Belle Valley Volunteer Fire Department   February 2014 - August 2015
Scottrade   November 2009 - February 2014

Skills
New Business Development, Customer Relations, Consultative Selling, Networking, Business Innovation, Public Speaking, Client Relations, Customer Satisfaction, Sales Presentations

Education
Cleveland State University
Bachelor’s Degree, Finance, General

Cuyahoga Community College
Associate’s Degree, Business Administration and Management, General

Experience
Scottrade, Inc.   June 2015 - Present
Scottrade   May 2013 - Present
State of Missouri Secretary of State Office   September 2011 - May 2013
American Family Insurance  September 2005 - April 2011
Kortenhof & Ely PC   February 2003 - September 2005
Floyd Law Firm, PC   April 2001 - February 2003

Skills
Litigation, Legal Research, PowerPoint, Legal Writing, Civil Litigation, Insurance, Commercial Litigation, Mediation, Corporate Law, Contract Negotiation, Public Speaking, Negotiation, Outlook, Microsoft Office, Product Liability, Westlaw, Appeals, Courts, Estate Planning, Insurance Law, Litigation Management

Education
University of Tulsa College of Law   1997 — 2000
Doctor of Law (JD), Law

Columbia College   1995 — 1997
BS/BA, Business Administration and Management, General

Rosati-Kain High School   1986 — 1990
Diploma, General College Prep

Experience
Scottrade   June 2014 - Present
TD Ameritrade  April 2011 - June 2014
Scottrade® Advisor Services  July 2009 - April 2011
Charles Schwab  August 2002 - June 2009

Skills
Series 7, Series 63, Series 65, Series 24, Series 8 (9 & 10), Certified Financial..., AAMS, Wealth Management, Mutual Funds, Investments, FINRA, Financial Advisory, Asset Management, Risk Management, 401k, Financial Services, Retirement, Financial Planning, Investment Strategies, Securities, Asset Allocation, Equities, Finance, Relationship Management

Education
University of Missouri-Saint Louis   1987 — 1989
Bachelor of Science (BS), Business Administration - Concentrations in Finance & Accounting

Boston University
Certificate in Financial Planning

College for Financial Planning
Accredited Asset Management Specialist

Experience
Mosaic Sales Solutions  September 2015 - Present
Rönen   August 2014 - Present
ThisSongIsSick.com   October 2013 - Present
POPAI  October 2014 - September 2015
No Small Plans Productions   February 2015 - June 2015
The Dankles Music Blog   September 2011 - October 2013
Viking Ski Shop   October 2008 - October 2012
Scottrade   June 2009 - June 2012
The Bradford Group  March 2008 - June 2008
TTR Pro Snowboarding e.V. / World Snowboard Tour   October 2006 - April 2008

Skills
Marketing, Social Media Marketing, Event Management, Music Industry, Music Publicity, Music Publishing, Online Marketing, Sales, Marketing Communications, Digital Marketing, Blogging, Blog Marketing, Record Labels, Internet Media, Online Advertising, Event Planning, Social Media, Marketing Strategy, Social Networking, Facebook

Education
Columbia College Chicago   2014 — 2016
In Progress, Business & Entrepreneurship

Experience
Scottrade   July 2015 - Present
Scottrade   December 2014 - July 2015
Barling Bay  July 2014 - December 2014
Barling Bay  May 2013 - July 2014
US Air Force  October 2011 - April 2013
US Air Force  August 2009 - October 2011
United States Air Force  August 2007 - August 2009
United States Air Force  August 2005 - August 2007
United States Air Force  September 2002 - August 2005
United States Air Force  January 2001 - September 2002

Skills
Training, Operations Management, Requirements Analysis, Team Building, Team Leadership, Operating Budgets, Change Management, Personnel Management, Conflict Resolution, Reports, Written & Oral..., Communication Skills, Professional Mentoring, Agile Application..., Six Sigma, IT Strategy, Consensus Building, Operational Efficiency, Delivering Technical..., Curriculum Development, Persuasiveness, Outstanding..., Scrum, SharePoint, Version One, Process Improvement, Emergency Management, Command, Organizational..., Management, Analysis, Military Training, Leadership, Scrum Master, New Business Development, Security Clearance, Military, Project Management

Education
Park University   2012 — 2014
Bachelor of Arts (B.A.), Management/Information Systems

Community College of the Air Force   1992 — 2001
Associate of Arts and Sciences (AAS), Avionics Maintenance Technology/Technician

Community College of the Air Force   1992 — 2001
Associate of Arts and Sciences (AAS), Information Systems Technology

Experience
Scottrade   February 2003 - Present
Freeman Welwood   March 1994 - July 2002

Skills
Portfolio Management, Investments, Finance, Financial Services, Relationship Management, Mutual Funds

Education
Clover Park Technical College   1983 — 1985
Certification, Computer Programming

Experience
Scottrade   September 2014 - Present
Naperville Central   August 1999 - Present
E*TRADE Financial  January 2009 - September 2014
E*TRADE Financial  February 2005 - January 2009

Skills
Series 7, Mutual Funds, Series 63, Equities, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Investment Advisory

Education
Coe College   1993 — 1997
Bachelor's degree, Business Administration and Management, General

Experience
Menlo Logistics  April 2014 - Present
Scottrade   April 2012 - June 2013
The Reserve Vineyards and Golf Club  March 2008 - September 2010

Skills
Microsoft Office, Customer Service, Brokerage Operations, Golf, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Outlook, Leadership, Team Leadership, Teamwork, Time Management, Fundraising

Education
University of Oregon   2010 — 2013
Bachelor of Science (BS), Finance, General

Central Oregon Community College   2008 — 2010

Experience
Scottrade   August 2015 - Present
Scottrade   May 2015 - August 2015
Scottrade   April 2014 - May 2015
Wells Fargo  January 2013 - April 2014
Costco Wholesale  October 2012 - January 2013
CiCi's Pizza  May 2009 - October 2012

Skills
Time Management, Cashiering, PowerPoint, Restaurant Management, Food Service, Leadership, Customer Service, Microsoft Office, Restaurants, Microsoft Excel, Social Networking, Data Entry, Microsoft Word, Customer Satisfaction, Event Planning

Education
Community College of Aurora   2011 — 2014

Experience
Scottrade   2007 - Present
Emily Spa   2005 - Present
Freelance Fillm Commercials & Infomercials   1992 - 1998

Education
City University of New York-Hunter College   1986 — 1991
BA, Film Production; English

Experience
Saybrus Partners  May 2015 - Present
Scottrade   August 2014 - May 2015
VGImaging   September 2013 - August 2014
Northwestern Mutual  July 2012 - November 2013
Northwestern Mutual  July 2007 - July 2012
Woodridge Jaycees   2008 - 2009

Skills
Retirement Planning, Investments, Securities, Disability Insurance, Fixed Annuities, Sales Presentations, Dental Technology, Dental Marketing, Dental Sales, Life Insurance, Long-term Care, Retirement, Wealth Management, Sales, Financial Services, Financial Planning, Customer Service, Insurance, Finance, Leadership, Team Building

Education
Northern Illinois University - College of Business   2005 — 2007
Finance, General

College of DuPage   2003 — 2005

Downers Grove North High School   1997 — 2001

Experience
LightStyle Automated Systems, Inc.   July 2015 - Present
Bergelectric  July 2014 - July 2015
Bergelectric  May 2014 - July 2014
Bergelectric  August 2012 - May 2014
Mary Kay Cosmetics  March 2009 - October 2012
The Select Group  July 2011 - June 2012
Scottrade   January 2009 - December 2010
JCPenney  December 2005 - March 2009

Skills
Recruiting, Leadership, Management, Human Resources, Project Management, Interviews, Networking, Sales, Project Planning, Business Analysis, Training, Entrepreneurship, Web Development, Quality Assurance, Marketing Strategy, Cold Calling, ERP, SQL, Temporary Placement, Windows, Team Leadership, Database Administration, Process Improvement, Linux, Java, Team Building, Unix, Construction, Electrical Estimating

Education
California State University-San Marcos - College of Business Administration   2005 — 2010
B.S., Management

Experience
Federal Reserve Bank of Cleveland  September 2012 - Present
Vail Resorts  May 2012 - September 2012
Scottrade   August 2010 - April 2012
Millsaps College  May 2011 - August 2011
Millsaps College  January 2009 - October 2010

Education
Cleveland State University   2013 — 2015
Master of Arts (M.A.), Economics, 3.8/4.0

Millsaps College   2008 — 2012
BBA, Economics and Business Admin.

John B Conally High School   2004 — 2008
High School Diploma

Experience
Scottrade   May 2011 - Present
Computer Research Inc  June 2004 - February 2010
Computer Research Inc  June 2003 - June 2004
Applegate Group, Inc/Tuttle Applegate, Inc   February 2000 - May 2002
Kenda   February 1999 - February 2000
Berger & Co  November 1998 - January 1999
Arapahoe County Sheriff's Office  July 1998 - November 1998
Gerry Baby Products  May 1996 - May 1998
Navajo Express  October 1992 - May 1996
Biggs Hypermarket  October 1989 - July 1992

Skills
IBM iSeries, System Administration, Security, Technical Support, Software Documentation, Testing, Project Management, Windows Server, IBM AS/400, AIX, Windows, Unix, Computer Hardware, DB2, Requirements Analysis, Software Development, Data Center, Troubleshooting, Quality Assurance, Hardware, Visio, Disaster Recovery, Help Desk Support, Networking, ITIL, Integration, IBM AIX, Databases, SharePoint, Servers, Telecommunications, IT Operations, Access, Microsoft SQL Server, Information Technology, IT Management, Operating Systems, SDLC, High Availability, Software Installation, SQL

Education
Colorado Christian University
Management

Front Range Community College
CIS

New Horizon
NT

W.M. C. Hinkley High School

Experience
Scottrade   June 2013 - Present
Scottrade   May 2010 - May 2013
Scottrade   March 2007 - May 2010
Scottrade   January 2005 - March 2007
Scottrade   January 2003 - January 2005
Scottrade   March 2000 - January 2003
Scottrade   September 1999 - January 2000

Skills
Series 24, Series 63, FINRA, Series 7, Series 4, IRA's, Mutual Funds, Options, Securities, Banking, Customer Service, Brokers, Equities, Bonds, Retirement, Stocks, Hiring, Brokerage, Compliance, College Recruiting, Stock Market, Trading

Education
The College of William and Mary - The Mason School of Business   2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services

Christopher Newport University   1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Schiller International University London   1996 — 1998
Associate of Science (A.S.), International Business

Experience
Scottrade   March 2008 - August 2015
Krames/StayWell   October 2005 - March 2008
Love to Know   May 2004 - October 2005
850 Cigar Bar   April 2000 - May 2004
BI performance services  1994 - 1996

Skills
Web Design, Graphic Design, InDesign, Mac, User Interface Design, User-centered Design, Card Sorting, Photoshop, Adobe Creative Suite, Illustrator, Interaction Design, Axure, Usability Testing, User Experience, CSS, Art Direction, Wordpress, Email Marketing, Web Analytics, SEO, Information Architecture, Social Media, Adobe Acrobat, HTML, User Experience Design, Logo Design, Creative Direction, Information Design, User Research, Experience Design, Microsoft Office, Persona, Heuristic Evaluation, E-commerce, JavaScript, Web Development, A/B testing, jQuery, Mobile Applications, Marketing Strategy, Content Strategy, Wireframes, Usability, Accessibility, Dreamweaver, Paper Prototyping, Human Computer..., Online Marketing, Marketing, Leadership

Education
City College of San Francisco   2001 — 2003
AA, Graphic Communications

Truman State University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing

St. Louis University High School

St. Louis University High School

Experience
St. Paul Lutheran Church  August 2012 - Present
Scottrade   October 2008 - August 2012
Beautiful Savior Lutheran Church  June 1997 - March 2002

Skills
Biblical Studies, Youth Ministry, Gospel, Pastoral, Discipleship, Spiritual Direction, Bible, Preaching, Pastoral Care, Pastoring, Ministries, Teaching, Team Building, Vision Creation, Investments, Personal Finance, Running, Theology, Church Events, Investment Advisory, Public Speaking, Uniform Combined State..., Mutual Funds, Religion, 401k, Securities, Series 63, Community Outreach, Leadership, Pastoral Counseling, Fundraising, Volunteer Management, Bible Study, Church Growth, Staff Development, Nonprofits, Missions, Leadership Development, Coaching, Ethics, Liturgy, Adult Education, Event Planning

Education
Concordia Seminary   1974 — 1978
Masters of Divinity, Theology/Theological Studies

Concordia University-Seward   1970 — 1974
Bachelor of Science in Education, Psychology and Social Science Composite

Experience
Scottrade   July 2015 - Present
Scottrade   January 2014 - July 2015
Scottrade   October 2013 - January 2014
Scottrade   June 2012 - October 2013
Scottrade   November 2008 - June 2012
Edward Jones  January 2006 - October 2008
BlueCross BlueShield of SC  August 2004 - August 2005

Skills
Series 7, Market Data, Vendor Management, Securities, Financial Services

Education
Clemson University   2000 — 2004
Management, Business Administration and Management, General

Experience
Scottrade   April 2009 - Present
Arbitech  February 2008 - December 2008
Washington Mutual  July 2004 - July 2006

Skills
Excel, Series 7, Microsoft Office, PowerPoint, Investments, Series 63, Trading, Equities, Microsoft Word, Mutual Funds, ETFs, Portfolio Management, Financial Analysis, CRM, Microsoft Excel, Finance, Banking, Options, Strategic Financial..., Securities, Sales, Asset Allocation

Education
UCLA Extension   2015 — 2016
Certificate in Financial Planning

Chapman University, The George L. Argyros School of Business and Economics   2006 — 2010
BS, Finance and Economics

Experience
Scottrade   May 2014 - Present
USTRANSCOM \ Harris   August 2012 - May 2014
DISA \ Raytheon   July 2011 - July 2012
Ident-A-Kid Services of America, Inc.   September 2007 - June 2011
Stream Global Services  January 2007 - September 2007
Per Mar Security Services  March 2006 - November 2006

Skills
Project Management, CISSP, Network Security, Risk Assessment, Network Administration, Network Design, Risk Management, Network Engineering, Change Management, Security+, Troubleshooting, Security, LAN-WAN, Computer Security, Switches, Cisco Technologies, VPN, Technical Support, Routers, Information Assurance, Firewalls, DNS, CCNA, Juniper, Cisco Routers, Network Architecture, WAN, Computer Network..., TCP/IP, Servers, Networking, CCNP, IP, Cisco IOS, Disaster Recovery, Routing, Cisco Call Manager, Wireless Networking, Active Directory, System Administration, Data Center, Information Security, IDS, System Deployment, Help Desk Support, IT Management, Information Technology, BMC Remedy, Information Security..., Software Installation

Education
Colorado Technical University   2009 — 2011
Bachelor of Science in Business Administration, Project Management

Rock Valley College   1999 — 2003
Associate in Applied Science, Personal Computer Technical Specialist

Experience
Scottrade   August 2009 - Present
Morgan Stanley  December 1997 - October 2001

Education
Central Michigan University   1990 — 1994
BS, Finance

Experience
KPMG US  November 2012 - Present
Pilgrim's Pride  July 2012 - November 2012
Scottrade   April 2008 - July 2009
Four Sons Window   March 2007 - March 2008

Skills
Customer Service, Time Management, Teamwork, Investments, Accounting, Hedge Funds, Alternative Investments, Tax, Tax Accounting, Tax Preparation, Tax Returns, State Tax, Partnership Taxation, Visual Basic, Relational Databases, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Strategic Financial..., Customer Satisfaction, Process Improvement, Management, Financial Reporting

Education
Colorado State University   2010 — 2012
BSBA, Accounting, Magna Cum Laude

Front Range Community College   2007 — 2011
Business/Commerce, General

Experience
Scottrade   August 2011 - April 2015
IBM Global Services  April 2010 - June 2011
FedEx Services  June 1996 - April 2009
MegaForce  August 1995 - June 1996
VERIZON (Formerly MCI TELECOMMUNICATIONS   1993 - 1995
Adkore/MegaForce  February 1989 - April 1993
Halliburton  September 1983 - February 1989

Skills
COBOL, JCL, Mainframe, Software Development, TSO, AS400, Business Analysis, CICS, Visio, Performance Tuning, Data Warehousing, Requirements Gathering, Software Project..., Unix, SDLC, Access, Crystal Reports, Database Design, IBM Mainframe, Requirements Analysis, Easytrieve, SQL, MVS, Microsoft SQL Server, VSAM, IMS DB/DC, Analysis

Education
Colorado Technical University   1998 — 1999
MBA, Business

Colorado Technical University   1996 — 1998
MS, Management

University of Science and Arts of Oklahoma
Bachelor of Arts, Music Education

Experience
First Data Corporation  July 2013 - Present
Scottrade   November 2012 - August 2013
Western Union  April 2012 - October 2012
Aurora Loan Services  May 2007 - April 2012
Galileo by Travelport  1988 - 2007

Skills
DB2, Oracle, Linux, Informatica

Education
Columbia College Chicago   1993 — 1995
Bachelor of Science (BS)

Regis University
Master's degree, Database Administration, 3.85

Experience
LPL Financial  December 2014 - Present
Larson Financial  June 2012 - December 2014
Scottrade   March 2009 - June 2012
Whitaker LaChance Insurance   April 2010 - August 2010

Skills
Marketing, Customer Service, Social Media, Microsoft Excel, Finance, Microsoft Office, Time Management, Public Speaking, Leadership, Social Networking, Teamwork, Facebook, Outlook, PowerPoint, Microsoft Word, Event Planning, Access, Interpersonal..., Financial Analysis, Financial Planning, Investments

Education
Cedarville University
BS, Finance and Marketing

Cedarville University
Bachelor of Science (B.S.), finance

Experience
Scottrade   August 2010 - Present
Mervin Manufacturing, Inc.   January 2008 - January 2010

Skills
Customer Service, Series 7, Securities, Microsoft Word, Microsoft Office, ETFs, Bloomberg Terminal, Stock Market, Series 63, FINRA, PowerPoint

Education
Plymouth State University   2009 — 2012

Colorado Mountain College   2007 — 2009
A.A.S. Business, Snowsports Business

Experience
Scottrade   May 2011 - Present
Luca Technologies  January 2008 - November 2010
Luca Technologies  January 2006 - January 2008
Luca Technologies  January 2004 - January 2006
Luca Technologies  January 2003 - January 2004

Skills
Project Management, Access, Team Leadership, Process Improvement, SDLC, Project Planning, Biotechnology, Quality Assurance, Databases, Analysis, Testing, Software Documentation, Vendor Management, Training, SQL, Budgets, Business Analysis, Business Intelligence, Business Process, Data Analysis, Human Resources, IT Management, MS Project, Management, PMO, Requirements Analysis, Requirements Gathering, Risk Management, Software Project..., Visio

Education
Colorado School of Mines   1999 — 2003
Master

Olinda’s Faculty of Accounting & Administration Sciences   1993 — 1997
Bachelor

Experience
Highmark Health Solutions Inc.   February 2015 - Present
Highmark Health Solutions  August 2013 - February 2015
Seven Springs Mountain Resort  November 2013 - April 2014
Ciber Inc  July 2011 - August 2013
Scottrade   January 2010 - July 2011
Pitt Ohio Express  May 2007 - September 2007

Skills
Microsoft Excel, Project Management, ClearQuest, Healthcare Information..., Access, Financial Modeling, IBM Rational Tools, Management, Analysis, Coordinating Meetings, Coordinating Tasks, Metrics Reporting, Microsoft Operating..., Experience Working with..., Databases, Lean six sigma - yellow..., Thinkcell Application

Education
University of Pittsburgh   2007 — 2011
of Business Administration Bachelor of Science, Finance, Economics

Community College of Allegheny County   2012 — 2012
Health Information Technology Grant Program, Health Information/Medical Records Technology/Technician

Experience
Verizon Enterprise Solutions  2014 - Present
Deloitte  2012 - 2014
Scottrade   2011 - 2012
Middle Tennessee State University  2007 - 2008

Skills
Microsoft Office, CPA, Microsoft Excel, Microsoft Word, Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Internal Controls, External Audit, Financial Statements, Internal Audit, PowerPoint, Data Analysis, Accounts Payable

Education
Chung Yuan Christian University   2012 — 2012
International Business/Trade/Commerce

Middle Tennessee State University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting

Experience
Wells Fargo  March 2013 - September 2013
Bonwick Capital Partners  September 2012 - October 2012
JP Morgan Chase  May 2009 - August 2011
Ameriprise Financial  June 2005 - May 2009
Scottrade   January 2004 - December 2004
EY  September 2000 - October 2002

Skills
Credit Analysis, Credit, Series 6, Small Business Lending, Consumer Lending, Loans, Commercial Lending, Lines Of Credit, Commercial Banking, Loan Origination, Mortgage Lending, Retail Banking, Mortgage Banking, Cross Selling, Banking, Refinance, Portfolio Management, Private Banking, Series 63

Education
Fordham University - Graduate School of Business Administration   2003 — 2005
Master of Business Administration (MBA), Finance, General

Clark Atlanta University   1995 — 2000
Master of Arts (MA), Accounting

Experience
Scottrade   May 2011 - Present
Scottrade   July 2009 - May 2011

Skills
Series 7, Series 63, Options, Fixed Income, Customer Service, Customer Satisfaction, Public Speaking, Conflict Resolution, Patience, High Level Of..., Leadership, Train New Employees, Keen Listener

Education
Chapman University, The George L. Argyros School of Business and Economics   2007 — 2011
BA, Economics

Experience
Scottrade   September 2015 - Present
US Army  September 2014 - August 2015
US Army  March 2014 - September 2014
US Army  January 2014 - March 2014
US Army  January 2012 - December 2013
Berlitz Language Center Houston   September 2011 - January 2012

Skills
Google Earth, All-Source Analysis, Geospatial Intelligence, PowerPoint, Intelligence Analysis, Presentation Development, Palantir, ArcGIS, Public Speaking, Microsoft Word, Microsoft Excel, Writing, Pivot Tables, Statistical Data..., Activity Based..., Travel

Education
American Military University
B.A. Intelligence Studies

Cochise College   2012 — 2015
Associate of Applied Science

United States Army Intelligence Center   2012 — 2012
MOS certification

Experience
Scottrade   February 2011 - Present
XyberNet Inc.   June 2000 - November 2007
CitiFinancial  February 1984 - May 2000

Skills
SDLC, Business Analysis, Risk Management, Project Management, Visio, Requirements Analysis, Software Project..., Process Improvement, MS Project, Microsoft Project, Budget Management, Progress Monitoring, Project Status Reporting

Education
Colorado State University
PMO PMBOK