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
Joe Zuccaro Joe Zuccaro's Scottrade Experience August 2012 - May 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Blaige & Company December 2013 - January 2015
Scottrade August 2012 - May 2013
Skills
Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Investments
Education
DePaul University
Bachelor of Science, Finance
Wells Fargo Securities June 2015 - Present
Blaige & Company December 2013 - January 2015
Scottrade August 2012 - May 2013
Skills
Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Investments
Education
DePaul University
Bachelor of Science, Finance
Ryan Weichman Ryan Weichman's Scottrade Experience August 2012 - July 2015
Job Associate Trader I at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors July 2015 - Present
Scottrade August 2012 - July 2015
Scottrade August 2011 - August 2012
NuPath Community Credit Union July 2009 - August 2011
Skills
Series 7, Series 63, Microsoft Excel, Investments, PowerPoint, Microsoft Office
Education
Texas Tech University 2013 — 2016
Master of Science (MS), Finance, General, Current GPA:3.33
Passed Level II of the CFA program
Davenport University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, GPA:3.68
Zeeland East High School
Mercer Advisors July 2015 - Present
Scottrade August 2012 - July 2015
Scottrade August 2011 - August 2012
NuPath Community Credit Union July 2009 - August 2011
Skills
Series 7, Series 63, Microsoft Excel, Investments, PowerPoint, Microsoft Office
Education
Texas Tech University 2013 — 2016
Master of Science (MS), Finance, General, Current GPA:3.33
Passed Level II of the CFA program
Davenport University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, GPA:3.68
Zeeland East High School
Sean Lay Sean Lay's Scottrade Experience September 2012 - March 2013
Job Veterinary Assistant
Industry Veterinary
Experience
Rainier Veterinary Hospital September 2015 - Present
FCS Group May 2014 - June 2015
Scottrade September 2012 - March 2013
Bank of America February 2008 - September 2012
Skills
Microsoft Excel, Teamwork, Finance, Research, Financial Analysis, Outlook, Access, Valuation, Accounting, PowerPoint, Microsoft Word, Attentiveness to Detail, Public Speaking, Customer Service, Electronic Trading..., CRM Databases, 10 Key, Financial Modeling
Education
University of Washington 2011 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Edmonds Community College
Rainier Veterinary Hospital September 2015 - Present
FCS Group May 2014 - June 2015
Scottrade September 2012 - March 2013
Bank of America February 2008 - September 2012
Skills
Microsoft Excel, Teamwork, Finance, Research, Financial Analysis, Outlook, Access, Valuation, Accounting, PowerPoint, Microsoft Word, Attentiveness to Detail, Public Speaking, Customer Service, Electronic Trading..., CRM Databases, 10 Key, Financial Modeling
Education
University of Washington 2011 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Edmonds Community College
Curt Rowe's Scottrade Experience January 2012 - October 2013
Job at
Industry Financial Services
Experience
Rowe Insurance Agency January 2015 - Present
Allstate October 2013 - January 2015
Scottrade January 2012 - October 2013
Skills
Communication, Multi Tasking, Computer/Technical..., Adaptability, Flexibility, Insurance
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Crowder College 2009 — 2011
Associate's degree, General Studies w/Business, Accounting, & Economics Classes
Rowe Insurance Agency January 2015 - Present
Allstate October 2013 - January 2015
Scottrade January 2012 - October 2013
Skills
Communication, Multi Tasking, Computer/Technical..., Adaptability, Flexibility, Insurance
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Crowder College 2009 — 2011
Associate's degree, General Studies w/Business, Accounting, & Economics Classes
Colby Schrauth's Scottrade Experience 2008 - 2009
Job Business Value Engineer at Lithium Technologies
Industry Computer Software
Experience
Lithium Technologies January 2015 - Present
General Assembly September 2015 - Present
3Cinteractive November 2011 - December 2014
ADP April 2010 - October 2011
Scottrade 2008 - 2009
Skills
Microsoft Excel, SQL, Pentaho, R, Elasticsearch, Google Analytics, Keynote, StatPro, Python, Distributed File Systems, CRM, HTML, PowerPoint, CSS, Root Cause Analysis, Business Process..., Marketing Automation, Corporate Strategy..., Workforce Transformation, Economic Modeling, Adobe Creative Suite, Creative Writing, Data Modeling, Data Mining
Education
Florida Atlantic University 2005 — 2009
Bachelor of Business Administration, Finance
Lithium Technologies January 2015 - Present
General Assembly September 2015 - Present
3Cinteractive November 2011 - December 2014
ADP April 2010 - October 2011
Scottrade 2008 - 2009
Skills
Microsoft Excel, SQL, Pentaho, R, Elasticsearch, Google Analytics, Keynote, StatPro, Python, Distributed File Systems, CRM, HTML, PowerPoint, CSS, Root Cause Analysis, Business Process..., Marketing Automation, Corporate Strategy..., Workforce Transformation, Economic Modeling, Adobe Creative Suite, Creative Writing, Data Modeling, Data Mining
Education
Florida Atlantic University 2005 — 2009
Bachelor of Business Administration, Finance
Kaycee A. Collins's Scottrade Experience March 2010 - November 2012
Job Associate Interaction Designer at Cooper
Industry Design
Experience
Cooper August 2015 - Present
The Climate Corporation April 2014 - Present
Manifest Digital March 2013 - April 2014
Monsanto December 2012 - March 2013
Scottrade March 2010 - November 2012
STLUX Conference 2010 - 2011
Skills
User Research, Moderation, Qualitative Analysis, Usability Testing, Card Sorting, Quantitative Analysis, Survey Design, SPSS, User Experience, User-centered Design, User Interface Design, Online User Experience, Qualitative Research, Online Moderation, Quantitative Analytics, Contextual Inquiry, Wireframes, Persona, Human Computer..., Heuristic Evaluation, Axure, Usability, Requirements Gathering, Interaction Design, User Experience Design
Education
DePaul University 2012 — 2014
Masters degree, Human Computer Interaction
ADMCi 2013 — 2013
Applied Interaction Design
Southern Illinois University, Edwardsville 2009 — 2010
MBA, Marketing
Southern Illinois University, Edwardsville 2005 — 2009
BS Business Administration, Marketing
Cooper August 2015 - Present
The Climate Corporation April 2014 - Present
Manifest Digital March 2013 - April 2014
Monsanto December 2012 - March 2013
Scottrade March 2010 - November 2012
STLUX Conference 2010 - 2011
Skills
User Research, Moderation, Qualitative Analysis, Usability Testing, Card Sorting, Quantitative Analysis, Survey Design, SPSS, User Experience, User-centered Design, User Interface Design, Online User Experience, Qualitative Research, Online Moderation, Quantitative Analytics, Contextual Inquiry, Wireframes, Persona, Human Computer..., Heuristic Evaluation, Axure, Usability, Requirements Gathering, Interaction Design, User Experience Design
Education
DePaul University 2012 — 2014
Masters degree, Human Computer Interaction
ADMCi 2013 — 2013
Applied Interaction Design
Southern Illinois University, Edwardsville 2009 — 2010
MBA, Marketing
Southern Illinois University, Edwardsville 2005 — 2009
BS Business Administration, Marketing
Darius Dukes Darius Dukes's Scottrade Experience October 2014 - August 2015
Job Financial Services
Industry Investment Management
Experience
First Data Corporation August 2015 - Present
Scottrade October 2014 - August 2015
Target January 2013 - August 2014
Burger King Corporation February 2009 - August 2012
Skills
Microsoft Office, Hyperion, SAP, Team Leadership, Business Communications, Project Management, Financial Modeling, Financial Reporting, Stock Management, Investment Advisory, Portfolio Management, Investments, Financial Analysis, Equities, Finance, Financial Planning, Financial Services
Education
Florida Atlantic University 2015 — 2017
Master of Accounting (MAC), Forensic Accounting/Business Valuation
Florida Atlantic University 2014 — 2015
Bachelor's Degree, Finance, Senior, 3.4 GPA
Boyd H. Anderson High School 2006 — 2010
First Data Corporation August 2015 - Present
Scottrade October 2014 - August 2015
Target January 2013 - August 2014
Burger King Corporation February 2009 - August 2012
Skills
Microsoft Office, Hyperion, SAP, Team Leadership, Business Communications, Project Management, Financial Modeling, Financial Reporting, Stock Management, Investment Advisory, Portfolio Management, Investments, Financial Analysis, Equities, Finance, Financial Planning, Financial Services
Education
Florida Atlantic University 2015 — 2017
Master of Accounting (MAC), Forensic Accounting/Business Valuation
Florida Atlantic University 2014 — 2015
Bachelor's Degree, Finance, Senior, 3.4 GPA
Boyd H. Anderson High School 2006 — 2010
Mustafa Alharab's Scottrade Experience May 2008 - June 2009
Job Business and Planning Analyst
Industry Aviation & Aerospace
Experience
Boeing October 2014 - Present
Boeing January 2013 - October 2014
Ammar Landscaping Supplies April 2010 - October 2012
Scottrade May 2008 - June 2009
Small Business Development Center June 2006 - August 2006
First Security bank of Washington July 2005 - September 2005
Skills
Financial Analysis, Finance, Accounting, Mergers, Pivot Tables, Investments, Financial Modeling, Forecasting, Bloomberg, Risk Management, Microsoft Excel, Series 7, Equities, Bloomberg Terminal, Mutual Funds, Financial Statement..., Strategic Financial..., Valuation, Portfolio Management, Analysis, Data Analysis, Access, Leadership, Management, Program Management
Education
Seattle University 2007 — 2009
Bachelors in Business Adminstration, Finance
Edmonds Community College 2005 — 2007
Associate of Arts, Business Adminstration
Boeing October 2014 - Present
Boeing January 2013 - October 2014
Ammar Landscaping Supplies April 2010 - October 2012
Scottrade May 2008 - June 2009
Small Business Development Center June 2006 - August 2006
First Security bank of Washington July 2005 - September 2005
Skills
Financial Analysis, Finance, Accounting, Mergers, Pivot Tables, Investments, Financial Modeling, Forecasting, Bloomberg, Risk Management, Microsoft Excel, Series 7, Equities, Bloomberg Terminal, Mutual Funds, Financial Statement..., Strategic Financial..., Valuation, Portfolio Management, Analysis, Data Analysis, Access, Leadership, Management, Program Management
Education
Seattle University 2007 — 2009
Bachelors in Business Adminstration, Finance
Edmonds Community College 2005 — 2007
Associate of Arts, Business Adminstration
Tate Ball Tate Ball's Scottrade Experience December 2004 - March 2005
Job Senior AppleCare iOS Advisor at Apple
Industry Computer & Network Security
Experience
Apple August 2014 - Present
Apple July 2013 - July 2014
Isle FX Trading, LLC August 2007 - May 2011
Bloomberg November 2006 - May 2007
JP Morgan & Chase October 2006 - December 2006
Citigroup Asset Managment Services January 2006 - June 2006
Wall Street Digest January 2005 - July 2005
Scottrade December 2004 - March 2005
BES Corporation August 2002 - September 2004
AEON 2000 - 2002
Skills
Financial Analysis, Data Analysis, Risk Management, Leadership, Electronic Trading, Trading, Equities, Bloomberg, Analytics, Investments, Financial Services, Access, Financial Risk, Strategic Financial..., Management, Business Analysis, Finance, Bloomberg Terminal, Windows, Desktop Administration, Linux, MCDST, Microsoft Office, Mergers & Acquisitions, Asset Management, Networking, Start-ups, Entrepreneurship, Competitive Analysis, Troubleshooting, Business Development, Technical Support, Business Strategy, Project Planning, Strategic Planning, Program Management, Forecasting, Project Management, Japanese
Education
Troy State University 2002 — 2005
Masters of Science
Florida Atlantic University 1995 — 1999
Bachelor's
Apple August 2014 - Present
Apple July 2013 - July 2014
Isle FX Trading, LLC August 2007 - May 2011
Bloomberg November 2006 - May 2007
JP Morgan & Chase October 2006 - December 2006
Citigroup Asset Managment Services January 2006 - June 2006
Wall Street Digest January 2005 - July 2005
Scottrade December 2004 - March 2005
BES Corporation August 2002 - September 2004
AEON 2000 - 2002
Skills
Financial Analysis, Data Analysis, Risk Management, Leadership, Electronic Trading, Trading, Equities, Bloomberg, Analytics, Investments, Financial Services, Access, Financial Risk, Strategic Financial..., Management, Business Analysis, Finance, Bloomberg Terminal, Windows, Desktop Administration, Linux, MCDST, Microsoft Office, Mergers & Acquisitions, Asset Management, Networking, Start-ups, Entrepreneurship, Competitive Analysis, Troubleshooting, Business Development, Technical Support, Business Strategy, Project Planning, Strategic Planning, Program Management, Forecasting, Project Management, Japanese
Education
Troy State University 2002 — 2005
Masters of Science
Florida Atlantic University 1995 — 1999
Bachelor's
Sam Holtsclaw Sam Holtsclaw's Scottrade Experience January 2015 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade July 2009 - January 2015
Scottrade May 2008 - May 2009
Education
East Carolina University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Lenoir-Rhyne College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Scottrade January 2015 - Present
Scottrade July 2009 - January 2015
Scottrade May 2008 - May 2009
Education
East Carolina University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Lenoir-Rhyne College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Justin Straatmann's Scottrade Experience October 2011 - March 2013
Job Research Analyst
Industry Financial Services
Experience
Mercer September 2013 - Present
Save-A-Lot March 2013 - August 2013
Scottrade October 2011 - March 2013
Edward Jones October 2010 - August 2011
UPS January 2009 - October 2010
Skills
Financial Analysis, Series 7, Series 63, Microsoft Office, Business Communications, Customer Service, Operations Management, Corporate Finance, Finance, Investments, Securities, Equities, Mutual Funds, Financial Services
Education
Missouri State University 2008 — 2010
Bachelor of Science, Finance
East Central College 2006 — 2008
Associate, Business
Mercer September 2013 - Present
Save-A-Lot March 2013 - August 2013
Scottrade October 2011 - March 2013
Edward Jones October 2010 - August 2011
UPS January 2009 - October 2010
Skills
Financial Analysis, Series 7, Series 63, Microsoft Office, Business Communications, Customer Service, Operations Management, Corporate Finance, Finance, Investments, Securities, Equities, Mutual Funds, Financial Services
Education
Missouri State University 2008 — 2010
Bachelor of Science, Finance
East Central College 2006 — 2008
Associate, Business
Justin Yang MBA, PMP Justin Yang MBA, PMP's Scottrade Experience October 2008 - September 2010
Job Program Manager at The Henry M. Jackson Foundation for the Advancement of Military Medicine
Industry Hospital & Health Care
Experience
The Henry M. Jackson Foundation for the Advancement of Military Medicine April 2013 - Present
The Henry M. Jackson Foundation for the Advancement of Military Medicine September 2010 - April 2013
Scottrade October 2008 - September 2010
Skills
Project Finance, Project Planning, Program Management, Grant Management, Grant Applications, Grants Administration, Interviewing, Microsoft Office, Reuters, Oracle E-Business Suite, PeopleSoft CRM, Grants, Defense Acquisition, Financial Analysis, Purchase Orders, Education Funds, Endowments, Expense Reduction, Budget Development, Accounts Payable, PeopleSoft, Management, Proposal Writing, Research, Time Management, Data Analysis, Nonprofits, Microsoft Excel, Infectious Diseases, PowerPoint, Healthcare, Clinical Trials, Process Improvement, Analysis, Government, Clinical Research, Administration, Market Research, Access
Education
East Carolina University - College of Business 2011 — 2015
Master of Business Administration (MBA), Business Administration and Hospital Management, 3.8
University of Maryland College Park 2006 — 2010
Bachelor of Science (B.S.), Business/Managerial Economics
The Henry M. Jackson Foundation for the Advancement of Military Medicine April 2013 - Present
The Henry M. Jackson Foundation for the Advancement of Military Medicine September 2010 - April 2013
Scottrade October 2008 - September 2010
Skills
Project Finance, Project Planning, Program Management, Grant Management, Grant Applications, Grants Administration, Interviewing, Microsoft Office, Reuters, Oracle E-Business Suite, PeopleSoft CRM, Grants, Defense Acquisition, Financial Analysis, Purchase Orders, Education Funds, Endowments, Expense Reduction, Budget Development, Accounts Payable, PeopleSoft, Management, Proposal Writing, Research, Time Management, Data Analysis, Nonprofits, Microsoft Excel, Infectious Diseases, PowerPoint, Healthcare, Clinical Trials, Process Improvement, Analysis, Government, Clinical Research, Administration, Market Research, Access
Education
East Carolina University - College of Business 2011 — 2015
Master of Business Administration (MBA), Business Administration and Hospital Management, 3.8
University of Maryland College Park 2006 — 2010
Bachelor of Science (B.S.), Business/Managerial Economics
Tony Cappiello Tony Cappiello's Scottrade Experience January 2010 - April 2012
Job At Future Technologies Venture LLC
Industry Telecommunications
Experience
Future Technologies Venture, LLC May 2013 - Present
Alliance Corporation August 2012 - May 2013
Scottrade January 2010 - April 2012
Skills
Wireless Broadband, Broadband, Telecommunications, Mobile Broadband, Broadband Access, Broadband Networks, Wireless, RF, WiFi, Wireless Networking, WiMAX, Cellular Communications, Mobile Devices, Channel, Fiber Optics, Product Management, Networking, VoIP, IP, Ethernet, Sales, Network Design, LTE, Series 7, Direct Sales, Solution Selling, New Business Development, Managed Services, Business Development, Sales Operations
Education
Delaware Valley College 2008 — 2010
Bachelor's degree, Accounting
Wall High School 2004 — 2007
Future Technologies Venture, LLC May 2013 - Present
Alliance Corporation August 2012 - May 2013
Scottrade January 2010 - April 2012
Skills
Wireless Broadband, Broadband, Telecommunications, Mobile Broadband, Broadband Access, Broadband Networks, Wireless, RF, WiFi, Wireless Networking, WiMAX, Cellular Communications, Mobile Devices, Channel, Fiber Optics, Product Management, Networking, VoIP, IP, Ethernet, Sales, Network Design, LTE, Series 7, Direct Sales, Solution Selling, New Business Development, Managed Services, Business Development, Sales Operations
Education
Delaware Valley College 2008 — 2010
Bachelor's degree, Accounting
Wall High School 2004 — 2007
Karim Virani Karim Virani's Scottrade Experience April 2015 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Chase July 2013 - April 2015
Best Buy October 2010 - May 2012
Skills
Banking, Customer Service, Finance, Microsoft Excel, Microsoft Office, Retail Banking, Risk Management
Education
DePaul University 2012 — 2016
Finance, General
DePaul University 2012 — 2016
Finance, General
Scottrade April 2015 - Present
Chase July 2013 - April 2015
Best Buy October 2010 - May 2012
Skills
Banking, Customer Service, Finance, Microsoft Excel, Microsoft Office, Retail Banking, Risk Management
Education
DePaul University 2012 — 2016
Finance, General
DePaul University 2012 — 2016
Finance, General
Samuel Weigley's Scottrade Experience August 2015 - Present
Job Brand Marketing Analyst at Scottrade
Industry Public Relations and Communications
Experience
Scottrade August 2015 - Present
Silicon Prairie News May 2015 - Present
Elasticity March 2014 - Present
24/7 Wall St. 2012 - 2013
International Business Times 2011 - 2012
The Wall Street Journal May 2011 - August 2011
The DePauw 2007 - 2011
The Salt Lake Tribune June 2010 - August 2010
Skills
Public Relations, Corporate Communications, Blogging, Business Media, Financial Statements, Copy Editing, News Writing, Social Media, Breaking News, Newspapers, SEO, Feature Articles, Microsoft Excel, Wordpress, Endorsements, Public Records, Financial Communications, Internal & External..., Data Analysis, Investor Communications, Cision, Storytelling, Editing
Education
DePauw University 2007 — 2011
B.A., Political Science, Minor in Sociology
University of Westminster 2009 — 2009
Study Abroad
Scottrade August 2015 - Present
Silicon Prairie News May 2015 - Present
Elasticity March 2014 - Present
24/7 Wall St. 2012 - 2013
International Business Times 2011 - 2012
The Wall Street Journal May 2011 - August 2011
The DePauw 2007 - 2011
The Salt Lake Tribune June 2010 - August 2010
Skills
Public Relations, Corporate Communications, Blogging, Business Media, Financial Statements, Copy Editing, News Writing, Social Media, Breaking News, Newspapers, SEO, Feature Articles, Microsoft Excel, Wordpress, Endorsements, Public Records, Financial Communications, Internal & External..., Data Analysis, Investor Communications, Cision, Storytelling, Editing
Education
DePauw University 2007 — 2011
B.A., Political Science, Minor in Sociology
University of Westminster 2009 — 2009
Study Abroad
Jason Yung's Scottrade Experience February 2012 - April 2014
Job Contractor for Modis Corp.
Industry Information Technology and Services
Experience
neteffects 2014 - 2015
Scottrade February 2012 - April 2014
Anheuser-Busch InBev January 2010 - February 2012
Anheuser-Busch Employees' Credit Union June 2007 - January 2010
The Joseph Company March 2005 - August 2006
The Joseph Company April 2001 - August 2006
Skills
Windows, Customer Service, HTML, Java, VMware, C++, Systems Administrator, Application Support..., Systems Engineering, System Testing, IT systems development, IT Solutions, IT Operations, IT Strategy, Public Speaking, Strategic Planning, Research, Budgets, Microsoft Office, Negotiation, PowerPoint, English, Photoshop, Editing, Teaching, C, Active Directory, Windows Server, Operating Systems, Servers, Databases, IIS, Red Hat Linux, DNS Administration, Data Migration, QA Testing, Team Leadership, Power Shell, System Automation, Customer Support, Windows XP, Data Center, Leadership
Education
DeVry University-Missouri 2008 — 2011
Bachelor of Applied Science (BASc), Management Information Systems, General, A
St. Louis Community College 2005 — 2008
Associate's degree, General Studies, A
neteffects 2014 - 2015
Scottrade February 2012 - April 2014
Anheuser-Busch InBev January 2010 - February 2012
Anheuser-Busch Employees' Credit Union June 2007 - January 2010
The Joseph Company March 2005 - August 2006
The Joseph Company April 2001 - August 2006
Skills
Windows, Customer Service, HTML, Java, VMware, C++, Systems Administrator, Application Support..., Systems Engineering, System Testing, IT systems development, IT Solutions, IT Operations, IT Strategy, Public Speaking, Strategic Planning, Research, Budgets, Microsoft Office, Negotiation, PowerPoint, English, Photoshop, Editing, Teaching, C, Active Directory, Windows Server, Operating Systems, Servers, Databases, IIS, Red Hat Linux, DNS Administration, Data Migration, QA Testing, Team Leadership, Power Shell, System Automation, Customer Support, Windows XP, Data Center, Leadership
Education
DeVry University-Missouri 2008 — 2011
Bachelor of Applied Science (BASc), Management Information Systems, General, A
St. Louis Community College 2005 — 2008
Associate's degree, General Studies, A
Joe Kalousek's Scottrade Experience April 2015 - Present
Job Financial Intern at Scottrade
Industry Higher Education
Experience
Scottrade April 2015 - Present
School District U-46 May 2014 - August 2014
Champs Sports June 2011 - August 2011
Aeropostale July 2009 - June 2011
ARAMARK May 2008 - July 2009
Skills
Descriptive Statistics, JavaScript, Microsoft Office, Access, Mathematics, Problem Solving, Customer Service, Teamwork, Event Management, Event Planning, Cashiering, Retail, Social Networking, Data Entry, Microsoft Word, Microsoft Excel
Education
Roosevelt University 2014 — 2016
Bachelor's degree, Actuarial Science, Finance
Harper College 2013 — 2014
Associate of Science (A.S.), Business, Economics
Eastern Illinois University 2011 — 2013
Mathematics
Schaumburg High School 2007 — 2011
Scottrade April 2015 - Present
School District U-46 May 2014 - August 2014
Champs Sports June 2011 - August 2011
Aeropostale July 2009 - June 2011
ARAMARK May 2008 - July 2009
Skills
Descriptive Statistics, JavaScript, Microsoft Office, Access, Mathematics, Problem Solving, Customer Service, Teamwork, Event Management, Event Planning, Cashiering, Retail, Social Networking, Data Entry, Microsoft Word, Microsoft Excel
Education
Roosevelt University 2014 — 2016
Bachelor's degree, Actuarial Science, Finance
Harper College 2013 — 2014
Associate of Science (A.S.), Business, Economics
Eastern Illinois University 2011 — 2013
Mathematics
Schaumburg High School 2007 — 2011
Chris Herdelin Chris Herdelin's Scottrade Experience December 2014 - Present
Job Graduate Student in Macroeconomics at Southern New Hampshire University
Industry Research
Experience
Scottrade December 2014 - Present
Greater Pottstown Tennis Association January 2011 - Present
Dynamic Tennis April 2010 - Present
Kinetix Sports Club September 2006 - May 2010
Arthur Ashe Youth Tennis and Education Center August 2003 - July 2005
Skills
Sports, Tennis, Coaching, Sports Marketing, Sports Management, Leadership, Non-profit..., Training, Event Management, Public Speaking, Strategic Planning, Event Planning, Nonprofits, Social Media, Athletics, Positive Personality, Social Media Marketing, Fundraising, Sponsorship, Economics, Economic Policy, Economic Development, International Economics, Entrepreneurship, Sports Coaching, Tournaments, Club, Fitness, Athletic Training, Research, Banking, Monetary Policy, Monetary Economics, Monetary Theory, Labor Economics, Econometrics, Matlab, R, Economic Statistics, Customer Service, Social Networking, Teaching, Microsoft Office, Microsoft Word, Data Analysis, Stata, Financial Services, Business Analysis, Microsoft Excel, PowerPoint
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Macroeconomics
Thomas Edison State College 2014 — 2015
Bachelor of Arts, Economics, 3.94 GPA
Eastern University 1994 — 1999
Bachelor of Arts (B.A.), History, Dean's List
Lower Merion High School 1990 — 1993
Southern New Hampshire University
Master's Degree, Applied Economics
Youngstown State University
Master of Science (MS), Financial Economics
Scottrade December 2014 - Present
Greater Pottstown Tennis Association January 2011 - Present
Dynamic Tennis April 2010 - Present
Kinetix Sports Club September 2006 - May 2010
Arthur Ashe Youth Tennis and Education Center August 2003 - July 2005
Skills
Sports, Tennis, Coaching, Sports Marketing, Sports Management, Leadership, Non-profit..., Training, Event Management, Public Speaking, Strategic Planning, Event Planning, Nonprofits, Social Media, Athletics, Positive Personality, Social Media Marketing, Fundraising, Sponsorship, Economics, Economic Policy, Economic Development, International Economics, Entrepreneurship, Sports Coaching, Tournaments, Club, Fitness, Athletic Training, Research, Banking, Monetary Policy, Monetary Economics, Monetary Theory, Labor Economics, Econometrics, Matlab, R, Economic Statistics, Customer Service, Social Networking, Teaching, Microsoft Office, Microsoft Word, Data Analysis, Stata, Financial Services, Business Analysis, Microsoft Excel, PowerPoint
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Macroeconomics
Thomas Edison State College 2014 — 2015
Bachelor of Arts, Economics, 3.94 GPA
Eastern University 1994 — 1999
Bachelor of Arts (B.A.), History, Dean's List
Lower Merion High School 1990 — 1993
Southern New Hampshire University
Master's Degree, Applied Economics
Youngstown State University
Master of Science (MS), Financial Economics
Jessica Gillam Jessica Gillam's Scottrade Experience November 2014 - Present
Job Senior Social Communications Specialist at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade September 2013 - November 2014
Scottrade February 2013 - September 2013
Scottrade May 2012 - February 2013
Benton Square December 2010 - March 2011
Sun Security Bank January 2010 - December 2010
Skills
Investments, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Customer Service, Financial Services, Finance, Leadership, Social Networking, Banking, Marketing, Community, Analysis, Data Analysis, Facebook, Time Management
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor of Science in Business Administration with a Marketing Emphasis
East Central College 2009 — 2011
Associate of Arts in General Studies
Scottrade November 2014 - Present
Scottrade September 2013 - November 2014
Scottrade February 2013 - September 2013
Scottrade May 2012 - February 2013
Benton Square December 2010 - March 2011
Sun Security Bank January 2010 - December 2010
Skills
Investments, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Customer Service, Financial Services, Finance, Leadership, Social Networking, Banking, Marketing, Community, Analysis, Data Analysis, Facebook, Time Management
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor of Science in Business Administration with a Marketing Emphasis
East Central College 2009 — 2011
Associate of Arts in General Studies
Steven Singh's Scottrade Experience September 2008 - January 2011
Job Foreign Exchange Investment Settlements at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2014 - Present
Solstice Benefits, Inc. August 2012 - January 2014
MHG Insurance Brokers June 2012 - July 2012
Oxford International February 2011 - May 2011
Scottrade September 2008 - January 2011
Skills
Financial Analysis, Business Analysis, Microsoft Excel, Quantitative Research, Qualitative Research, Financial Modeling, Forecasting, Finance, Financial Markets, Investments, Derivatives, Microsoft Office, Analysis, Risk Management, Portfolio Management, Cash Management, Project Management, Management, Equities, Process Improvement, Fixed Income, Trading, Securities
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Florida Atlantic University 2006 — 2010
Bachelor's degree, International Business/Trade/Commerce
Franklin Templeton Investments March 2014 - Present
Solstice Benefits, Inc. August 2012 - January 2014
MHG Insurance Brokers June 2012 - July 2012
Oxford International February 2011 - May 2011
Scottrade September 2008 - January 2011
Skills
Financial Analysis, Business Analysis, Microsoft Excel, Quantitative Research, Qualitative Research, Financial Modeling, Forecasting, Finance, Financial Markets, Investments, Derivatives, Microsoft Office, Analysis, Risk Management, Portfolio Management, Cash Management, Project Management, Management, Equities, Process Improvement, Fixed Income, Trading, Securities
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Florida Atlantic University 2006 — 2010
Bachelor's degree, International Business/Trade/Commerce
Elizabeth Vines Elizabeth Vines's Scottrade Experience August 2011 - June 2012
Job Accounting & Financial Services Professional
Industry Financial Services
Experience
Citi October 2013 - Present
Bank of Tennessee March 2013 - September 2013
Bank of Tennessee October 2012 - March 2013
Scottrade August 2011 - June 2012
Capital Bank May 2008 - April 2011
Texas Roadhouse August 2007 - August 2009
Skills
Financial Analysis, Accounting, Banking, Credit, Finance, Microsoft Excel, Financial Accounting, Investments, Portfolio Management, Internal Controls, Cash Management, Credit Analysis, Customer Service, Loans, Management
Education
East Tennessee State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Citi October 2013 - Present
Bank of Tennessee March 2013 - September 2013
Bank of Tennessee October 2012 - March 2013
Scottrade August 2011 - June 2012
Capital Bank May 2008 - April 2011
Texas Roadhouse August 2007 - August 2009
Skills
Financial Analysis, Accounting, Banking, Credit, Finance, Microsoft Excel, Financial Accounting, Investments, Portfolio Management, Internal Controls, Cash Management, Credit Analysis, Customer Service, Loans, Management
Education
East Tennessee State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nicholas Merlino Nicholas Merlino's Scottrade Experience October 2009 - June 2010
Job Compliance Officer
Industry Financial Services
Experience
Morningstar May 2013 - July 2015
Barclays May 2011 - May 2013
JPMorgan Chase August 2010 - May 2011
Four Chaplains Memorial Foundation February 2009 - September 2010
Scottrade October 2009 - June 2010
Skills
Equity Trading, Securities Regulation, Financial Markets, Private Equity, Hedge Funds, Financial Audits, Compliance, Investments, Stock Trading, Stock Market, FINRA, SEC, Customer-facing, Client Service Oriented, Grant Writing, Grant Preparation, Analysis, Management, Portfolio Management, Series 63
Education
Drexel University 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Father Judge High School 1999 — 2003
Morningstar May 2013 - July 2015
Barclays May 2011 - May 2013
JPMorgan Chase August 2010 - May 2011
Four Chaplains Memorial Foundation February 2009 - September 2010
Scottrade October 2009 - June 2010
Skills
Equity Trading, Securities Regulation, Financial Markets, Private Equity, Hedge Funds, Financial Audits, Compliance, Investments, Stock Trading, Stock Market, FINRA, SEC, Customer-facing, Client Service Oriented, Grant Writing, Grant Preparation, Analysis, Management, Portfolio Management, Series 63
Education
Drexel University 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Father Judge High School 1999 — 2003
Michael Musto Michael Musto's Scottrade Experience June 2012 - April 2013
Job
Industry Financial Services
Experience
Booker Software January 2014 - April 2014
John Carris Investments April 2013 - November 2013
Scottrade June 2012 - April 2013
Scottrade March 2011 - June 2012
Skills
Investments, Entrepreneurship, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Risk Management, Marketing, Financial Reporting, Account Management, Series 7, Strategic Planning, Research, Economics, Fixed Income, Financial Modeling, Finance, Time Management, Corporate Finance, Money Management, Strategic Financial...
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor's degree, Entrepreneurship
Montville High School 2004 — 2008
Booker Software January 2014 - April 2014
John Carris Investments April 2013 - November 2013
Scottrade June 2012 - April 2013
Scottrade March 2011 - June 2012
Skills
Investments, Entrepreneurship, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Risk Management, Marketing, Financial Reporting, Account Management, Series 7, Strategic Planning, Research, Economics, Fixed Income, Financial Modeling, Finance, Time Management, Corporate Finance, Money Management, Strategic Financial...
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor's degree, Entrepreneurship
Montville High School 2004 — 2008
Jim Coronado Jim Coronado's Scottrade Experience July 1989 - January 2002
Job FINANCIAL REPRESENTATIVE at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Andrew Roeder Andrew Roeder's Scottrade Experience November 2008 - May 2010
Job Associate at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP April 2014 - Present
Beugelmans, PLLC September 2013 - April 2014
Artell Law Group July 2012 - July 2013
The Pennsylvania State University, The Dickinson School of Law June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Scottrade November 2008 - May 2010
SAU 29 February 2007 - August 2007
Skills
Legal Research, Microsoft Excel, Legal Writing, PowerPoint, Securities, Microsoft Word, Finance, Microsoft Office, Research, Litigation, Lexis, Insurance, Dispute Resolution, Westlaw, Civil Litigation, Online Research, Trials, Courts
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2013
JD, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2010
BS, Business Administration - Finance
Kirkland & Ellis LLP April 2014 - Present
Beugelmans, PLLC September 2013 - April 2014
Artell Law Group July 2012 - July 2013
The Pennsylvania State University, The Dickinson School of Law June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Scottrade November 2008 - May 2010
SAU 29 February 2007 - August 2007
Skills
Legal Research, Microsoft Excel, Legal Writing, PowerPoint, Securities, Microsoft Word, Finance, Microsoft Office, Research, Litigation, Lexis, Insurance, Dispute Resolution, Westlaw, Civil Litigation, Online Research, Trials, Courts
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2013
JD, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2010
BS, Business Administration - Finance
Seema V. Gupta, CPA Seema V. Gupta, CPA's Scottrade Experience 2009 - 2010
Job Senior Auditor at Ernst & Young
Industry Financial Services
Experience
Ernst & Young 2013 - Present
Frank, Rimerman + Co. LLP 2011 - 2013
Burr Pilger Mayer 2011 - 2011
Frank, Rimerman + Co. LLP 2010 - 2010
Sunrun 2010 - 2010
Cisco Systems 2010 - 2010
Scottrade 2009 - 2010
De Anza College and Tutoring Club 2009 - 2009
Le Boulanger 2008 - 2008
NASA Ames Research Center 2007 - 2007
Skills
Auditing, PowerPoint, QuickBooks, SharePoint, US GAAP, Revenue Recognition, Microsoft Word, ProSystem fx Tax, Assurance, Writing, Teaching, Office 2010, SOX Compliancy, Web Design, Finance, Financial Modeling, Great Plains Software, Performing Arts, Mentoring, Employee Training, Microsoft Excel, Academic Tutoring, HTML Coding, Adobe Dreamweaver, Adobe Flash Professional, PDF Flyer, Financial Accounting, Foreign Corrupt..., GAAP, Sarbanes-Oxley Act, Financial Statements, Accounting, Financial Reporting, Financial Analysis, Internal Controls
Education
San Jose State University 2009 — 2011
Bachelor of Science Honors, Business Administration: Accounting
De Anza College 2008 — 2009
Associate of Arts, Business: Computer Information Systems
Wellesley College 2007 — 2008
Physics, Chemistry
Henry M. Gunn High School 2003 — 2007
Ernst & Young 2013 - Present
Frank, Rimerman + Co. LLP 2011 - 2013
Burr Pilger Mayer 2011 - 2011
Frank, Rimerman + Co. LLP 2010 - 2010
Sunrun 2010 - 2010
Cisco Systems 2010 - 2010
Scottrade 2009 - 2010
De Anza College and Tutoring Club 2009 - 2009
Le Boulanger 2008 - 2008
NASA Ames Research Center 2007 - 2007
Skills
Auditing, PowerPoint, QuickBooks, SharePoint, US GAAP, Revenue Recognition, Microsoft Word, ProSystem fx Tax, Assurance, Writing, Teaching, Office 2010, SOX Compliancy, Web Design, Finance, Financial Modeling, Great Plains Software, Performing Arts, Mentoring, Employee Training, Microsoft Excel, Academic Tutoring, HTML Coding, Adobe Dreamweaver, Adobe Flash Professional, PDF Flyer, Financial Accounting, Foreign Corrupt..., GAAP, Sarbanes-Oxley Act, Financial Statements, Accounting, Financial Reporting, Financial Analysis, Internal Controls
Education
San Jose State University 2009 — 2011
Bachelor of Science Honors, Business Administration: Accounting
De Anza College 2008 — 2009
Associate of Arts, Business: Computer Information Systems
Wellesley College 2007 — 2008
Physics, Chemistry
Henry M. Gunn High School 2003 — 2007
Keagan Grundelingh Keagan Grundelingh's Scottrade Experience May 2012 - August 2012
Job Real Estate at Monogram Residential Trust
Industry Real Estate
Experience
Monogram Residential Trust August 2015 - Present
Newtek Small Business Finance April 2015 - August 2015
Camden Property Trust May 2014 - April 2015
Greystar May 2013 - May 2014
Scottrade May 2012 - August 2012
Marriott International January 2008 - August 2011
Renaissance Boca Raton Hotel October 2009 - July 2011
Walt Disney World June 2008 - August 2008
Skills
Managerial Finance, Financial Accounting, Marketing Strategy, Operations Management, Strategic Planning, Microsoft Office, Marketing, Budgeting, Leadership, Project Management, Data Analysis, Business Writing, Communication, Spreadsheets, Software, Hospitality Management, Public Speaking, Economics, Administration, Customer Service, Marriott Guestware..., Yieldstar Software, OneSite Software, Yardi Software, QuickBooks, Marriott Property..., Marriott Marsha Software, Management
Education
Florida Atlantic University
Bachelor's Degree, Marketing Major, Hospitality Management Minor, and Finance Risk Management Certificate.
Monogram Residential Trust August 2015 - Present
Newtek Small Business Finance April 2015 - August 2015
Camden Property Trust May 2014 - April 2015
Greystar May 2013 - May 2014
Scottrade May 2012 - August 2012
Marriott International January 2008 - August 2011
Renaissance Boca Raton Hotel October 2009 - July 2011
Walt Disney World June 2008 - August 2008
Skills
Managerial Finance, Financial Accounting, Marketing Strategy, Operations Management, Strategic Planning, Microsoft Office, Marketing, Budgeting, Leadership, Project Management, Data Analysis, Business Writing, Communication, Spreadsheets, Software, Hospitality Management, Public Speaking, Economics, Administration, Customer Service, Marriott Guestware..., Yieldstar Software, OneSite Software, Yardi Software, QuickBooks, Marriott Property..., Marriott Marsha Software, Management
Education
Florida Atlantic University
Bachelor's Degree, Marketing Major, Hospitality Management Minor, and Finance Risk Management Certificate.
DANIEL ALTEN DANIEL ALTEN's Scottrade Experience May 1991 - November 2001
Job Registered Representative (7, 215)
Industry Financial Services
Experience
Zenith Education Group April 2008 - Present
Prudential Financial October 2013 - March 2014
Various Companies August 2002 - April 2008
American Express 2001 - 2002
Scottrade May 1991 - November 2001
Olde 1989 - 1990
Skills
Computer Proficiency, Microsoft Excel, Pivot Tables, US GAAP reporting, Financial Analysis, Forecasting, Credit, Financial Risk, Portfolio Management, Analysis, Accounting, Accounts Receivable, Auditing, Budgets, Finance, Loans, Insurance, General Ledger, Strategic Financial..., Financial Planning, Management, Asset Allocation, Microsoft Office, Securities
Education
Everest University-Brandon 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 3.93
Florida Metropolitan University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Zenith Education Group April 2008 - Present
Prudential Financial October 2013 - March 2014
Various Companies August 2002 - April 2008
American Express 2001 - 2002
Scottrade May 1991 - November 2001
Olde 1989 - 1990
Skills
Computer Proficiency, Microsoft Excel, Pivot Tables, US GAAP reporting, Financial Analysis, Forecasting, Credit, Financial Risk, Portfolio Management, Analysis, Accounting, Accounts Receivable, Auditing, Budgets, Finance, Loans, Insurance, General Ledger, Strategic Financial..., Financial Planning, Management, Asset Allocation, Microsoft Office, Securities
Education
Everest University-Brandon 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 3.93
Florida Metropolitan University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Joseph Belluscio's Scottrade Experience March 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Fidelity Investments January 2013 - March 2014
Central Bank October 2011 - January 2013
Skills
Sports Administration, Business Management, Retail Banking, Financial Accounting, Marketing, Management Consulting, Microsoft Office, Communication Skills, Securities License, Stock Trading, Long-term Customer..., CRM
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.)
Eastern Kentucky University 2011 — 2012
Master of Science (M.S.), Sports Administration
Eastern Kentucky University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Scottrade March 2014 - Present
Fidelity Investments January 2013 - March 2014
Central Bank October 2011 - January 2013
Skills
Sports Administration, Business Management, Retail Banking, Financial Accounting, Marketing, Management Consulting, Microsoft Office, Communication Skills, Securities License, Stock Trading, Long-term Customer..., CRM
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.)
Eastern Kentucky University 2011 — 2012
Master of Science (M.S.), Sports Administration
Eastern Kentucky University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Frank Roberge Frank Roberge's Scottrade Experience 2012 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade 2012 - 2014
TradeStation August 2009 - June 2012
Saveology.com ™ 2008 - 2009
Alliance Entertainment 2007 - 2008
PsPortals 2003 - 2007
Skills
Software Development, C#, .NET, VB.NET, Microsoft Certified..., WCF Services, N-tier, T-SQL, Microsoft SQL Server, Microsoft Visual Studio..., Web Services, IIS, ASP.NET, TFS, Visual Studio, ReSharper, SharePoint, SharePoint Designer, Beyond Compare, Microsoft Office, Agile Methodologies, Microsoft Dynamics, Microsoft Dynamics GP, Stock Trading, Options Strategies, Databases, Web Applications, XML
Education
Florida Atlantic University
Bachelor's degree, Computer Information Systems
Scottrade 2012 - 2014
TradeStation August 2009 - June 2012
Saveology.com ™ 2008 - 2009
Alliance Entertainment 2007 - 2008
PsPortals 2003 - 2007
Skills
Software Development, C#, .NET, VB.NET, Microsoft Certified..., WCF Services, N-tier, T-SQL, Microsoft SQL Server, Microsoft Visual Studio..., Web Services, IIS, ASP.NET, TFS, Visual Studio, ReSharper, SharePoint, SharePoint Designer, Beyond Compare, Microsoft Office, Agile Methodologies, Microsoft Dynamics, Microsoft Dynamics GP, Stock Trading, Options Strategies, Databases, Web Applications, XML
Education
Florida Atlantic University
Bachelor's degree, Computer Information Systems
Alan Jagessar Alan Jagessar's Scottrade Experience October 2010 - January 2012
Job Research and Analysis
Industry Research
Experience
NextEra Energy, Inc. February 2014 - Present
Florida Atlantic University January 2012 - August 2013
Scottrade October 2010 - January 2012
Scottrade May 2010 - October 2010
Scottrade April 2008 - May 2010
Skills
Economics, Finance, Econometrics, Data Analysis, Financial Analysis, Economic Research, Higher Education, University Teaching, Microsoft Excel, Public Speaking, Microeconomics, Macroeconomics, Statistical Modeling, Quantitative Research, PowerPoint, Qualitative Research, Report Writing, Microsoft Office, Microsoft Word, Time Management, Written & Oral..., Econometric Modeling, Regression Analysis, Data Collection, Data Mining, Data Management, Stata
Education
Florida Atlantic University 2012 — 2013
Master of Science (M.S.), Financial Economics, 3.97 GPA
Florida Atlantic University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Economics
NextEra Energy, Inc. February 2014 - Present
Florida Atlantic University January 2012 - August 2013
Scottrade October 2010 - January 2012
Scottrade May 2010 - October 2010
Scottrade April 2008 - May 2010
Skills
Economics, Finance, Econometrics, Data Analysis, Financial Analysis, Economic Research, Higher Education, University Teaching, Microsoft Excel, Public Speaking, Microeconomics, Macroeconomics, Statistical Modeling, Quantitative Research, PowerPoint, Qualitative Research, Report Writing, Microsoft Office, Microsoft Word, Time Management, Written & Oral..., Econometric Modeling, Regression Analysis, Data Collection, Data Mining, Data Management, Stata
Education
Florida Atlantic University 2012 — 2013
Master of Science (M.S.), Financial Economics, 3.97 GPA
Florida Atlantic University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Economics
Kristen Flack Kristen Flack's Scottrade Experience November 2010 - May 2012
Job Officer; Sales Advisory Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors March 2012 - April 2013
Scottrade November 2010 - May 2012
Scottrade November 2009 - January 2011
Scottrade September 2008 - January 2010
Scottrade January 2006 - September 2008
Skills
Investments, SEO, CRM, Marketing Strategy, Marketing, Analytics, Google Analytics, Management, Social Media, Project Management, Customer Service, Marketing Research, Omniture, Finance, Product Development
Education
Eastern Michigan University 2003 — 2008
B.B.A., Marketing
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors March 2012 - April 2013
Scottrade November 2010 - May 2012
Scottrade November 2009 - January 2011
Scottrade September 2008 - January 2010
Scottrade January 2006 - September 2008
Skills
Investments, SEO, CRM, Marketing Strategy, Marketing, Analytics, Google Analytics, Management, Social Media, Project Management, Customer Service, Marketing Research, Omniture, Finance, Product Development
Education
Eastern Michigan University 2003 — 2008
B.B.A., Marketing
Tiffany Balotti's Scottrade Experience September 2010 - May 2012
Job Senior Marketing Communications Specialist
Industry Biotechnology
Experience
Sigma-Aldrich August 2013 - Present
Save-A-Lot May 2012 - August 2013
Scottrade September 2010 - May 2012
Lindenwood University - Film Series August 2010 - December 2011
Murphy & Company October 2008 - July 2010
Systemax Corporation (Marketing-Made-Easy) March 2005 - October 2008
Skills
Marketing Communications, Email Marketing, Online Advertising, Marketing Strategy, Digital Marketing, Marketing, Direct Marketing, Vendor Relationships, Customer Service, Print Production Process, Project Management, Advertising, Corporate Branding, Local Advertising, Return on Investment..., Direct Mail Campaigns, Integrated Campaign..., Manage Client..., Retail, Management, Brand Management, Online Marketing, Strategy, Competitive Analysis, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Marketing Research, CRM
Education
Lindenwood University 2010 — 2011
MBA, Marketing
Eastern Illinois University
Bachelor of Arts, Journalism; Public Relations
Sigma-Aldrich August 2013 - Present
Save-A-Lot May 2012 - August 2013
Scottrade September 2010 - May 2012
Lindenwood University - Film Series August 2010 - December 2011
Murphy & Company October 2008 - July 2010
Systemax Corporation (Marketing-Made-Easy) March 2005 - October 2008
Skills
Marketing Communications, Email Marketing, Online Advertising, Marketing Strategy, Digital Marketing, Marketing, Direct Marketing, Vendor Relationships, Customer Service, Print Production Process, Project Management, Advertising, Corporate Branding, Local Advertising, Return on Investment..., Direct Mail Campaigns, Integrated Campaign..., Manage Client..., Retail, Management, Brand Management, Online Marketing, Strategy, Competitive Analysis, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Marketing Research, CRM
Education
Lindenwood University 2010 — 2011
MBA, Marketing
Eastern Illinois University
Bachelor of Arts, Journalism; Public Relations
Vishal Trivedi Vishal Trivedi's Scottrade Experience July 2011 - February 2012
Job Investment Banking Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Scottrade July 2011 - February 2012
Scottrade Inc October 2009 - July 2011
Merion Matters September 2009 - March 2010
New York Life July 2009 - September 2009
Skills
Series 7, Series 63, Customer Relations, Microsoft Office, Client Education, Equities, Trading, Financial Analysis, Securities, Investment Banking, Financial Markets
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
JPMorgan Chase March 2012 - Present
Scottrade July 2011 - February 2012
Scottrade Inc October 2009 - July 2011
Merion Matters September 2009 - March 2010
New York Life July 2009 - September 2009
Skills
Series 7, Series 63, Customer Relations, Microsoft Office, Client Education, Equities, Trading, Financial Analysis, Securities, Investment Banking, Financial Markets
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
Tarik jenkins Tarik jenkins's Scottrade Experience November 2013 - February 2014
Job Student
Industry Higher Education
Experience
scf HostLee Roy Selmon'sJanuary 2013 - March 2014
Scottrade November 2013 - February 2014
Skills
Photography, Acting, Voice Acting, Tennis, Waiting, Impressionist, First Impressions, Modeling, Microsoft Office, Photoshop, Dreamweaver, Business Intelligence, Microsoft Excel, PowerPoint
Education
Flagler College 2012 — 2013
Associate of Arts and Sciences (AAS), Business/Managerial Economics, Sophmore
Flagler College 2012 — 2013
scf HostLee Roy Selmon'sJanuary 2013 - March 2014
Scottrade November 2013 - February 2014
Skills
Photography, Acting, Voice Acting, Tennis, Waiting, Impressionist, First Impressions, Modeling, Microsoft Office, Photoshop, Dreamweaver, Business Intelligence, Microsoft Excel, PowerPoint
Education
Flagler College 2012 — 2013
Associate of Arts and Sciences (AAS), Business/Managerial Economics, Sophmore
Flagler College 2012 — 2013
Jonathan Thomason Jonathan Thomason's Scottrade Experience December 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Edward Jones March 2013 - October 2013
HAVI LOGISTICS 2004 - 2010
Skills
Series 7, Series 66, Life & Health Insurance..., Financial Services, Strategic Financial..., Financial Analysis, Customer Service, Customer Satisfaction, Customer Retention, Investments, Insurance, Managerial Finance, Financial Risk, Financial Reporting, Finance, Management, Financial Planning
Education
Davenport University 2010 — 2013
Scottrade December 2013 - Present
Edward Jones March 2013 - October 2013
HAVI LOGISTICS 2004 - 2010
Skills
Series 7, Series 66, Life & Health Insurance..., Financial Services, Strategic Financial..., Financial Analysis, Customer Service, Customer Satisfaction, Customer Retention, Investments, Insurance, Managerial Finance, Financial Risk, Financial Reporting, Finance, Management, Financial Planning
Education
Davenport University 2010 — 2013
Kendall Tapp Kendall Tapp's Scottrade Experience April 2010 - September 2013
Job Compliance Officer at Sigma Financial Corporation
Industry Financial Services
Experience
Sigma Financial Corporation September 2014 - Present
Sigma Financial Corporation May 2014 - September 2014
MB Financial Bank (Formerly Cole Taylor Mortgage) September 2013 - January 2014
Scottrade April 2010 - September 2013
Skills
Series 24, Series 7, Series 63, Finance, Risk Management, Bloomberg Terminal, Microsoft Excel, Data Analysis, Trading, Oracle CRM, Financial Analysis, Social Media, General Securities..., Regulatory Compliance, SAP, Investments
Education
Eastern Michigan University 2015 — 2017
Currently completing prerequisites for entry into Master of Science Accounting Program, Accounting, 3.70
Eastern Michigan University 2006 — 2010
BBA, Finance
Sigma Financial Corporation September 2014 - Present
Sigma Financial Corporation May 2014 - September 2014
MB Financial Bank (Formerly Cole Taylor Mortgage) September 2013 - January 2014
Scottrade April 2010 - September 2013
Skills
Series 24, Series 7, Series 63, Finance, Risk Management, Bloomberg Terminal, Microsoft Excel, Data Analysis, Trading, Oracle CRM, Financial Analysis, Social Media, General Securities..., Regulatory Compliance, SAP, Investments
Education
Eastern Michigan University 2015 — 2017
Currently completing prerequisites for entry into Master of Science Accounting Program, Accounting, 3.70
Eastern Michigan University 2006 — 2010
BBA, Finance
Brian Salami Brian Salami's Scottrade Experience June 2006 - June 2007
Job Investment Systems Analyst at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Financial September 2013 - Present
Thrivent Financial May 2012 - September 2013
Aviva Investors June 2010 - May 2012
Aviva Investors June 2007 - June 2010
Scottrade June 2006 - June 2007
Skills
Business Analysis, Agile Methodologies, Investment Operations, Trading Systems, Charles River IMS, PAM for Securities, Bloomberg Terminal, Index Options, Futures, Derivatives, Collateral Management, Middle Office, Investments, Trading, Business Process, Bonds, Bloomberg, Requirements Analysis, Equities, Securities, Equity Derivatives, Requirements Gathering, Investment Management, FX Options, Business Requirements, Asset Management, SDLC, Scrum, Back Office, Financial Services, Mutual Funds, Options, Settlement
Education
Creighton University 2012 — 2015
M.Sc Investment Management and Financial Analysis (MIMFA)
Drake University 2002 — 2007
B.S. Business Administration, Finance, Information Systems
CFA Program
2016 Level III Candidate
Thrivent Financial September 2013 - Present
Thrivent Financial May 2012 - September 2013
Aviva Investors June 2010 - May 2012
Aviva Investors June 2007 - June 2010
Scottrade June 2006 - June 2007
Skills
Business Analysis, Agile Methodologies, Investment Operations, Trading Systems, Charles River IMS, PAM for Securities, Bloomberg Terminal, Index Options, Futures, Derivatives, Collateral Management, Middle Office, Investments, Trading, Business Process, Bonds, Bloomberg, Requirements Analysis, Equities, Securities, Equity Derivatives, Requirements Gathering, Investment Management, FX Options, Business Requirements, Asset Management, SDLC, Scrum, Back Office, Financial Services, Mutual Funds, Options, Settlement
Education
Creighton University 2012 — 2015
M.Sc Investment Management and Financial Analysis (MIMFA)
Drake University 2002 — 2007
B.S. Business Administration, Finance, Information Systems
CFA Program
2016 Level III Candidate
Joseph Harty's Scottrade Experience June 1999 - January 2001
Job Attorney
Industry Law Practice
Experience
Private Practice December 2005 - Present
GE January 2001 - August 2002
Scottrade June 1999 - January 2001
Fleet Bank July 1995 - January 1999
Investor's Associates October 1994 - June 1995
Skills
Criminal Defense &..., Slip & Fall, Intellectual Property, Criminal Defense, Recruiting, Personal Injury, Real Estate, Commercial Litigation, Strategic Planning, Business Strategy, Legal Writing, Corporate Law, Corporate Governance, Motions, Drunk Driving, Public Relations, Mergers & Acquisitions, Contract Negotiation, Courts, Medical Malpractice, Risk Management, Westlaw, Automobile Accidents, Banking, Licensing, Research, Commercial Real Estate, Public Speaking, Legal Research, Hearings, Employment Law, Team Building, Arbitration, Microsoft Office, Human Resources, Talent Acquisition, Real Estate Transactions, Negotiation, Mediation, Litigation, Drug Possession, Bankruptcy, Nonprofits, Management, Due Diligence, Mergers, Civil Litigation
Education
WNEC School of Law 2001 — 2005
JD
Curry College 1990 — 1994
BA, Communications
Private Practice December 2005 - Present
GE January 2001 - August 2002
Scottrade June 1999 - January 2001
Fleet Bank July 1995 - January 1999
Investor's Associates October 1994 - June 1995
Skills
Criminal Defense &..., Slip & Fall, Intellectual Property, Criminal Defense, Recruiting, Personal Injury, Real Estate, Commercial Litigation, Strategic Planning, Business Strategy, Legal Writing, Corporate Law, Corporate Governance, Motions, Drunk Driving, Public Relations, Mergers & Acquisitions, Contract Negotiation, Courts, Medical Malpractice, Risk Management, Westlaw, Automobile Accidents, Banking, Licensing, Research, Commercial Real Estate, Public Speaking, Legal Research, Hearings, Employment Law, Team Building, Arbitration, Microsoft Office, Human Resources, Talent Acquisition, Real Estate Transactions, Negotiation, Mediation, Litigation, Drug Possession, Bankruptcy, Nonprofits, Management, Due Diligence, Mergers, Civil Litigation
Education
WNEC School of Law 2001 — 2005
JD
Curry College 1990 — 1994
BA, Communications
Cristy Johnson Cristy Johnson's Scottrade Experience May 2004 - September 2005
Job Certified Consultant at Scentsy Independent Consultant
Industry Retail
Experience
Scentsy Independent Consultant February 2011 - Present
Scottrade May 2004 - September 2005
Metagenics 1999 - 2004
Skills
Coaching, Training, Public Speaking, Team Building, Marketing, Leadership Development, Event Planning, PowerPoint, Customer Service, Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Data Entry, Sales, Outlook, Time Management, Social Networking, Retail, Small Business, Team Leadership, Strategic Planning, Social Media, Direct Sales
Education
Downey Adult School 2014 — 2015
Certificate of Completion -Court Reporting Program, Court Reporting
Saddleback College
Associate's Degree, General Studies
Scentsy Independent Consultant February 2011 - Present
Scottrade May 2004 - September 2005
Metagenics 1999 - 2004
Skills
Coaching, Training, Public Speaking, Team Building, Marketing, Leadership Development, Event Planning, PowerPoint, Customer Service, Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Data Entry, Sales, Outlook, Time Management, Social Networking, Retail, Small Business, Team Leadership, Strategic Planning, Social Media, Direct Sales
Education
Downey Adult School 2014 — 2015
Certificate of Completion -Court Reporting Program, Court Reporting
Saddleback College
Associate's Degree, General Studies
ANNA POVETSKA-COLON's Scottrade Experience January 2005 - August 2005
Job Owner, Creator & Founder at Brrrffalo NY Clothing & Novelty Co.
Industry Financial Services
Experience
Brrr-ffalo NY Clothing & Novelty Co. Sr Account Executive Investor RelationsOcwen Financial CorporationMarch 2007 - March 2008
Ocwen February 2006 - March 2007
Scottrade January 2005 - August 2005
Scottrade February 2004 - January 2005
Skills
Analysis, Management, Customer Service, Banking, Credit, Microsoft Office, Forecasting
Education
Florida Atlantic University
Bachelors, Finance
Brrr-ffalo NY Clothing & Novelty Co. Sr Account Executive Investor RelationsOcwen Financial CorporationMarch 2007 - March 2008
Ocwen February 2006 - March 2007
Scottrade January 2005 - August 2005
Scottrade February 2004 - January 2005
Skills
Analysis, Management, Customer Service, Banking, Credit, Microsoft Office, Forecasting
Education
Florida Atlantic University
Bachelors, Finance
Brian Cardinal Brian Cardinal's Scottrade Experience April 2009 - January 2010
Job Student UOP Online
Industry Financial Services
Experience
Scottrade April 2009 - January 2010
Scottrade Inc. April 2009 - January 2010
Matt Lang March 2008 - September 2008
EcoScape Home and Lawn, Inc February 2007 - February 2008
US Navy March 2001 - May 2005
Education
University of Phoenix 2008 — 2012
39 Credits, B.S. Business with focus in Entrepreneurship
Delaware County Community College 2005 — 2007
36 Credits, Undecided
Delaware County Community College
University of Phoenix
Bachelor of Science, Business with; Entrepreneurship
Scottrade April 2009 - January 2010
Scottrade Inc. April 2009 - January 2010
Matt Lang March 2008 - September 2008
EcoScape Home and Lawn, Inc February 2007 - February 2008
US Navy March 2001 - May 2005
Education
University of Phoenix 2008 — 2012
39 Credits, B.S. Business with focus in Entrepreneurship
Delaware County Community College 2005 — 2007
36 Credits, Undecided
Delaware County Community College
University of Phoenix
Bachelor of Science, Business with; Entrepreneurship
Gordon Curtis Gordon Curtis's Scottrade Experience January 2010 - July 2010
Job Accountant at Datto Inc.
Industry Financial Services
Experience
Datto Inc. January 2013 - Present
Air Age Media January 2012 - December 2012
Group MRA May 2011 - December 2011
Greenfield Lodge September 2010 - April 2011
Scottrade January 2010 - July 2010
Kevin Wenig CPA, LLC August 2009 - January 2010
Citrin Cooperman January 2009 - June 2009
Halpern & Associates, LLC September 2007 - November 2008
Vector Marketing June 2007 - September 2007
Indiana University Bloomington September 2006 - December 2006
Skills
QuickBooks, ProSeries, Mas 90, Mas 200, SharePoint, Microsoft Excel, Macromedia, Final Cut Pro, ADP Payroll, Paychex, Datatrax, SQL, Sales, Microsoft Office, Microsoft Word, Salesforce.com, PowerPoint, Management, Outlook, Accounting, Access, Payroll, Windows, Networking, Leadership, Cloud Computing, Account Management, Solution Selling
Education
Fairfield University 2009 — 2012
Finance, Management
Indiana University Bloomington 2006 — 2007
Economics, Accounting
Weston High School 2002 — 2006
Datto Inc. January 2013 - Present
Air Age Media January 2012 - December 2012
Group MRA May 2011 - December 2011
Greenfield Lodge September 2010 - April 2011
Scottrade January 2010 - July 2010
Kevin Wenig CPA, LLC August 2009 - January 2010
Citrin Cooperman January 2009 - June 2009
Halpern & Associates, LLC September 2007 - November 2008
Vector Marketing June 2007 - September 2007
Indiana University Bloomington September 2006 - December 2006
Skills
QuickBooks, ProSeries, Mas 90, Mas 200, SharePoint, Microsoft Excel, Macromedia, Final Cut Pro, ADP Payroll, Paychex, Datatrax, SQL, Sales, Microsoft Office, Microsoft Word, Salesforce.com, PowerPoint, Management, Outlook, Accounting, Access, Payroll, Windows, Networking, Leadership, Cloud Computing, Account Management, Solution Selling
Education
Fairfield University 2009 — 2012
Finance, Management
Indiana University Bloomington 2006 — 2007
Economics, Accounting
Weston High School 2002 — 2006
Alice Tang Alice Tang's Scottrade Experience May 2008 - June 2009
Job Project Leader at Delta Air Lines
Industry Information Technology and Services
Experience
Delta Air Lines March 2015 - Present
Deloitte June 2012 - March 2015
Oracle August 2009 - June 2012
Scottrade May 2008 - June 2009
SEVERN VENTURES(VENTURE CAPITAL FIRM) May 2008 - August 2008
Xi June 2007 - July 2007
Skills
Oracle Applications, Financial Modeling, Investments, Business Process, Analysis, Accounts Payable, Competitive Analysis, Business Analysis, Oracle E-Business Suite, Project Management, Financial Statements, Financial Reporting, Business Process..., Oracle, Enterprise Architecture, General Ledger, Fixed Assets, Accounts Receivable, Budgets, Hyperion Enterprise, Financial Analysis, SQL, ERP, SDLC, Microsoft Excel, Program Management, Accounting
Education
Emory University - Goizueta Business School 2006 — 2009
BBA, Finance and Accounting
Southern Methodist University 2005 — 2006
Business
Delta Air Lines March 2015 - Present
Deloitte June 2012 - March 2015
Oracle August 2009 - June 2012
Scottrade May 2008 - June 2009
SEVERN VENTURES(VENTURE CAPITAL FIRM) May 2008 - August 2008
Xi June 2007 - July 2007
Skills
Oracle Applications, Financial Modeling, Investments, Business Process, Analysis, Accounts Payable, Competitive Analysis, Business Analysis, Oracle E-Business Suite, Project Management, Financial Statements, Financial Reporting, Business Process..., Oracle, Enterprise Architecture, General Ledger, Fixed Assets, Accounts Receivable, Budgets, Hyperion Enterprise, Financial Analysis, SQL, ERP, SDLC, Microsoft Excel, Program Management, Accounting
Education
Emory University - Goizueta Business School 2006 — 2009
BBA, Finance and Accounting
Southern Methodist University 2005 — 2006
Business
Scott Premuto Scott Premuto's Scottrade Experience May 2011 - May 2012
Job Staffing Manager at Robert Half
Industry Financial Services
Experience
Informa Investment Solutions March 2015 - Present
Robert Half December 2014 - February 2015
M&T Bank May 2014 - November 2014
Hudson Valley Federal Credit Union July 2013 - May 2014
Scottrade May 2011 - May 2012
Hvac Mechanic January 2007 - May 2011
Skills
Investments, Finance, Mutual Funds, Credit, Financial Analysis, Financial Services, Securities, Valuation, Portfolio Management, HVAC, Financial Modeling, Bloomberg, Banking, Loans, Time Management, Public Speaking
Education
SUNY New Paltz 2012 — 2014
BS, Business Administration and Management, General, N/A
Dutchess Community College 2009 — 2012
Associate of Science (A.S.), Business
John high school 2002 — 2006
High School Diploma
Informa Investment Solutions March 2015 - Present
Robert Half December 2014 - February 2015
M&T Bank May 2014 - November 2014
Hudson Valley Federal Credit Union July 2013 - May 2014
Scottrade May 2011 - May 2012
Hvac Mechanic January 2007 - May 2011
Skills
Investments, Finance, Mutual Funds, Credit, Financial Analysis, Financial Services, Securities, Valuation, Portfolio Management, HVAC, Financial Modeling, Bloomberg, Banking, Loans, Time Management, Public Speaking
Education
SUNY New Paltz 2012 — 2014
BS, Business Administration and Management, General, N/A
Dutchess Community College 2009 — 2012
Associate of Science (A.S.), Business
John high school 2002 — 2006
High School Diploma
Gevorg Azizi Gevorg Azizi's Scottrade Experience December 2009 - November 2010
Job Account Manager at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation June 2014 - Present
Marc J Lane Investment Management December 2010 - June 2014
Scottrade December 2009 - November 2010
AGBU Summer Internship Program June 2009 - August 2009
R-Solutions (Subsidiary of Radioshack) September 2008 - May 2009
Anixter June 2008 - September 2008
Skills
Investments, Financial Analysis, Securities, Valuation, Bloomberg, Financial Modeling, Fixed Income, Equities, Corporate Finance, Equity Research, Asset Managment, Derivatives, Strategic Financial..., Economics, Investment Management, Finance, Financial Markets, Portfolio Management, Trading, Asset Allocation, Wealth Management, Asset Management
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance and Economics, (Magna Cum Laude)
Northern Trust Corporation June 2014 - Present
Marc J Lane Investment Management December 2010 - June 2014
Scottrade December 2009 - November 2010
AGBU Summer Internship Program June 2009 - August 2009
R-Solutions (Subsidiary of Radioshack) September 2008 - May 2009
Anixter June 2008 - September 2008
Skills
Investments, Financial Analysis, Securities, Valuation, Bloomberg, Financial Modeling, Fixed Income, Equities, Corporate Finance, Equity Research, Asset Managment, Derivatives, Strategic Financial..., Economics, Investment Management, Finance, Financial Markets, Portfolio Management, Trading, Asset Allocation, Wealth Management, Asset Management
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance and Economics, (Magna Cum Laude)
Ernesto Barud Ernesto Barud's Scottrade Experience April 2012 - April 2013
Job Junior Financial OPEX Analyst
Industry Financial Services
Experience
TravelClick March 2015 - Present
TravelClick October 2013 - March 2015
Mary Kay Director Assistant February 2006 - November 2013
Scottrade April 2012 - April 2013
Skills
Microsoft Word, Research, Strategic Planning, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Risk Management, Social Media, Microsoft Excel, Investments, Sales, Team Building, Spanish, Teamwork, Mac OS, Treasury, Options, Public Speaking, Team Leadership, Creative Problem Solving, Access, Finance, Leadership, Financial Modeling, Data Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
Bachelor of Commerce (B.Com.), Finance, General
TravelClick March 2015 - Present
TravelClick October 2013 - March 2015
Mary Kay Director Assistant February 2006 - November 2013
Scottrade April 2012 - April 2013
Skills
Microsoft Word, Research, Strategic Planning, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Risk Management, Social Media, Microsoft Excel, Investments, Sales, Team Building, Spanish, Teamwork, Mac OS, Treasury, Options, Public Speaking, Team Leadership, Creative Problem Solving, Access, Finance, Leadership, Financial Modeling, Data Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
Bachelor of Commerce (B.Com.), Finance, General
James Ott's Scottrade Experience August 2013 - May 2014
Job Sourcing Specialist at GE Aviation
Industry Renewables & Environment
Experience
GE Aviation May 2015 - Present
Bentley Systems December 2014 - May 2015
Tyco Fire Protection June 2014 - August 2014
Scottrade August 2013 - May 2014
Commercial Utility Consultants January 2011 - January 2013
CUC Global, Inc. May 2010 - December 2012
Skills
Energy, Procurement, Leadership, Solar Energy, Energy Management, New Business Development, Sales, Renewable Energy, Energy Efficiency, Sales Management, Contract Negotiation, Energy Conservation, Pricing, Facilities Management, Process Improvement, Natural Gas, Contract Management, Strategic Planning, Project Management, Electric Deregulation, Natural Gas Deregulation, Deregulation, Budgets, Team Building, Time Management, Operations Management, Utility Bill Auditing, Product Management, Sales Process
Education
West Chester University of Pennsylvania 2011 — 2015
Bachelor’s Degree
Delaware County Community College 2010 — 2010
Old Dominion University 2009 — 2010
Downingtown west
GE Aviation May 2015 - Present
Bentley Systems December 2014 - May 2015
Tyco Fire Protection June 2014 - August 2014
Scottrade August 2013 - May 2014
Commercial Utility Consultants January 2011 - January 2013
CUC Global, Inc. May 2010 - December 2012
Skills
Energy, Procurement, Leadership, Solar Energy, Energy Management, New Business Development, Sales, Renewable Energy, Energy Efficiency, Sales Management, Contract Negotiation, Energy Conservation, Pricing, Facilities Management, Process Improvement, Natural Gas, Contract Management, Strategic Planning, Project Management, Electric Deregulation, Natural Gas Deregulation, Deregulation, Budgets, Team Building, Time Management, Operations Management, Utility Bill Auditing, Product Management, Sales Process
Education
West Chester University of Pennsylvania 2011 — 2015
Bachelor’s Degree
Delaware County Community College 2010 — 2010
Old Dominion University 2009 — 2010
Downingtown west
Jonathan Pliszka's Scottrade Experience November 2006 - June 2007
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Elan Realty Group Inc. / Elan Leasing February 2013 - Present
Morningstar June 2014 - October 2014
Morningstar July 2012 - May 2014
Morningstar May 2010 - July 2012
Morningstar February 2009 - May 2010
Morningstar July 2008 - February 2009
Morningstar September 2007 - June 2008
Bank of Tokyo-Mitsubishi June 2007 - September 2007
Scottrade November 2006 - June 2007
Skills
Investments, Finance, Mutual Funds, Analysis, Competitive Analysis, Valuation, Sales, Management, Real Estate, Financial Modeling, Asset Management, Real Estate Investor, Process Improvement, Asset Allocation, Financial Analysis, Banking, Business Development, Equities, Morningstar Direct, Multi Family Properties, Public Speaking
Education
DePaul University 2005 — 2008
BS, Finance
Goldman Sachs October 2014 - Present
Elan Realty Group Inc. / Elan Leasing February 2013 - Present
Morningstar June 2014 - October 2014
Morningstar July 2012 - May 2014
Morningstar May 2010 - July 2012
Morningstar February 2009 - May 2010
Morningstar July 2008 - February 2009
Morningstar September 2007 - June 2008
Bank of Tokyo-Mitsubishi June 2007 - September 2007
Scottrade November 2006 - June 2007
Skills
Investments, Finance, Mutual Funds, Analysis, Competitive Analysis, Valuation, Sales, Management, Real Estate, Financial Modeling, Asset Management, Real Estate Investor, Process Improvement, Asset Allocation, Financial Analysis, Banking, Business Development, Equities, Morningstar Direct, Multi Family Properties, Public Speaking
Education
DePaul University 2005 — 2008
BS, Finance
Valerie Shpilman's Scottrade Experience January 2009 - April 2015
Job Associate Financial Consultant @ Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Scottrade January 2009 - April 2015
Skills
Series 7, Financial Analysis, Financial Markets, CRM, Securities, Sales, Investments, Financial Modeling, Series 63, Asset Allocation, Banking, Trading, Finance, Portfolio Management, Mutual Funds
Education
Florida Atlantic University 2012 — 2016
Master of Business Administration (MBA), Finance
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance
Charles Schwab May 2015 - Present
Scottrade January 2009 - April 2015
Skills
Series 7, Financial Analysis, Financial Markets, CRM, Securities, Sales, Investments, Financial Modeling, Series 63, Asset Allocation, Banking, Trading, Finance, Portfolio Management, Mutual Funds
Education
Florida Atlantic University 2012 — 2016
Master of Business Administration (MBA), Finance
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance
Mary Kowalkowski Mary Kowalkowski's Scottrade Experience August 2009 - November 2010
Job Client Financial Management Lead Analyst at Mayer Brown
Industry Financial Services
Experience
Mayer Brown September 2015 - Present
Accenture July 2013 - September 2015
Accenture January 2013 - June 2013
Accenture November 2010 - December 2012
Scottrade August 2009 - November 2010
Fifth Third Bank November 2008 - September 2009
Fifth Third Bank April 2007 - September 2009
Skills
Analysis, Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance
Mayer Brown September 2015 - Present
Accenture July 2013 - September 2015
Accenture January 2013 - June 2013
Accenture November 2010 - December 2012
Scottrade August 2009 - November 2010
Fifth Third Bank November 2008 - September 2009
Fifth Third Bank April 2007 - September 2009
Skills
Analysis, Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance
Jamie Adams Jamie Adams's Scottrade Experience November 2009 - July 2010
Job VP Senior Manager Human Resources North American Digital, Phone Channel, ATM, Shared Services TD Bank
Industry Human Resources
Experience
TD November 2014 - Present
TD May 2013 - Present
TD Bank Group July 2011 - March 2013
Citizens Bank July 2010 - July 2011
Scottrade November 2009 - July 2010
Skills
Banking, Small Business Lending, Loans, Human Resources, Management, Retail Banking, Project Management, Leadership Development, Change Management, Consumer Lending, Risk Management, Cross Selling, Mortgage Lending, Licensed Real Estate..., Compensation Structures, Business Strategy, Employee Relations, Credit, Sales Management, People Development, Strategic Planning, Accounting, Finance, Executive Coaching, Coaching, Presenter, Leadership, Branch Management, Customer Service, Employee Engagement, Lines Of Credit, Strategy, Relationship Management, Sales, Financial Services
Education
University of Southern Maine - School of Business 2008 — 2010
BS, Business Mangement: Major-Finance
University of Central Florida 2003 — 2005
Business Administration- Finance
Daytona State College 2001 — 2003
AA, Education
TD November 2014 - Present
TD May 2013 - Present
TD Bank Group July 2011 - March 2013
Citizens Bank July 2010 - July 2011
Scottrade November 2009 - July 2010
Skills
Banking, Small Business Lending, Loans, Human Resources, Management, Retail Banking, Project Management, Leadership Development, Change Management, Consumer Lending, Risk Management, Cross Selling, Mortgage Lending, Licensed Real Estate..., Compensation Structures, Business Strategy, Employee Relations, Credit, Sales Management, People Development, Strategic Planning, Accounting, Finance, Executive Coaching, Coaching, Presenter, Leadership, Branch Management, Customer Service, Employee Engagement, Lines Of Credit, Strategy, Relationship Management, Sales, Financial Services
Education
University of Southern Maine - School of Business 2008 — 2010
BS, Business Mangement: Major-Finance
University of Central Florida 2003 — 2005
Business Administration- Finance
Daytona State College 2001 — 2003
AA, Education
Jaime Papa Jaime Papa's Scottrade Experience February 2006 - June 2006
Job Transitioning Military Officer
Industry Military
Experience
US Army March 2014 - July 2015
US Army April 2013 - March 2014
US Army June 2012 - April 2013
US Army September 2010 - June 2012
Office of the Denver District Attorney August 2008 - May 2009
Rocky Mountain Childrens Law Center August 2007 - August 2008
Office of the Denver District Attorney May 2007 - August 2007
Scottrade February 2006 - June 2006
Skills
Military, Military Operations, Security Clearance, Military Experience, Operational Planning, Command, Army, National Security, DoD, Force Protection, International Law, Criminal Law, Corporate Law, Management, Strategic Consulting, Sales, Program Management, Direct Sales, Consulting, Management Consulting, Legal Research, Legal Writing, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Technical Leadership, Student Leadership, Cross-functional Team..., Defense
Education
University of Denver - Sturm College of Law 2006 — 2009
Juris Doctor (J.D.), Law
Duke University School of Law 2008 — 2008
Study Abroad: Asia-America Institute in Transnational Law
Regis University 2001 — 2005
Bachelor’s Degree, Finance, General
US Army March 2014 - July 2015
US Army April 2013 - March 2014
US Army June 2012 - April 2013
US Army September 2010 - June 2012
Office of the Denver District Attorney August 2008 - May 2009
Rocky Mountain Childrens Law Center August 2007 - August 2008
Office of the Denver District Attorney May 2007 - August 2007
Scottrade February 2006 - June 2006
Skills
Military, Military Operations, Security Clearance, Military Experience, Operational Planning, Command, Army, National Security, DoD, Force Protection, International Law, Criminal Law, Corporate Law, Management, Strategic Consulting, Sales, Program Management, Direct Sales, Consulting, Management Consulting, Legal Research, Legal Writing, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Technical Leadership, Student Leadership, Cross-functional Team..., Defense
Education
University of Denver - Sturm College of Law 2006 — 2009
Juris Doctor (J.D.), Law
Duke University School of Law 2008 — 2008
Study Abroad: Asia-America Institute in Transnational Law
Regis University 2001 — 2005
Bachelor’s Degree, Finance, General
Donnie Toombs Donnie Toombs's Scottrade Experience February 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade February 2015 - Present
Fidelity Investments May 2014 - January 2015
Jackson Hewitt Tax Service Inc. December 2013 - April 2014
Huntington National Bank May 2013 - October 2013
Skills
Management, Sales, Customer Service, Financial Analysis, Risk Management, Process Improvement, Credit, Finance, Portfolio Management, Outlook, Investments, Mortgage Lending, Microsoft Office, Financial Planning, Access, Microsoft Word
Education
Florida Atlantic University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Northern Kentucky University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gateway Community and Technical College 2011 — 2012
Associate of Arts (AA), General Studies
Scottrade February 2015 - Present
Fidelity Investments May 2014 - January 2015
Jackson Hewitt Tax Service Inc. December 2013 - April 2014
Huntington National Bank May 2013 - October 2013
Skills
Management, Sales, Customer Service, Financial Analysis, Risk Management, Process Improvement, Credit, Finance, Portfolio Management, Outlook, Investments, Mortgage Lending, Microsoft Office, Financial Planning, Access, Microsoft Word
Education
Florida Atlantic University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Northern Kentucky University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gateway Community and Technical College 2011 — 2012
Associate of Arts (AA), General Studies
Benjamin Cox Benjamin Cox's Scottrade Experience July 2013 - May 2014
Job MMS Candidate at The Fuqua School of Business
Industry Investment Banking
Experience
MD Global Partners, LLC May 2015 - July 2015
Quicken Loans June 2014 - August 2014
Scottrade July 2013 - May 2014
Buffalo Sabres May 2013 - August 2013
Skills
Microsoft Office, Leadership, Teamwork, Sales, Time Management, Microsoft Excel, Analysis, Accounting, Economics, Managerial Finance, Data Analysis, Ethical Decision Making, Data Entry, PowerPoint, Customer Experience, Market Research, Management, Retail, Financial Analysis, Finance, Investments, Inventory Management, Customer Satisfaction, Team Building, Microsoft Dynamics, Public Speaking, Financial Modeling, Mergers & Acquisitions, Customer Service, Social Media, Investment Banking, Bloomberg, Business Strategy
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Management Studies
University at Buffalo 2011 — 2015
Bachelor of Science (BS), Business Administration and Finance, 3.67 Major GPA, Cum Laude Honors
MD Global Partners, LLC May 2015 - July 2015
Quicken Loans June 2014 - August 2014
Scottrade July 2013 - May 2014
Buffalo Sabres May 2013 - August 2013
Skills
Microsoft Office, Leadership, Teamwork, Sales, Time Management, Microsoft Excel, Analysis, Accounting, Economics, Managerial Finance, Data Analysis, Ethical Decision Making, Data Entry, PowerPoint, Customer Experience, Market Research, Management, Retail, Financial Analysis, Finance, Investments, Inventory Management, Customer Satisfaction, Team Building, Microsoft Dynamics, Public Speaking, Financial Modeling, Mergers & Acquisitions, Customer Service, Social Media, Investment Banking, Bloomberg, Business Strategy
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Management Studies
University at Buffalo 2011 — 2015
Bachelor of Science (BS), Business Administration and Finance, 3.67 Major GPA, Cum Laude Honors
Liz Lingelbach's Scottrade Experience October 2014 - August 2015
Job UX Researcher at Facebook
Industry Internet
Experience
Facebook August 2015 - Present
Scottrade October 2014 - August 2015
Scottrade May 2013 - October 2014
Scottrade October 2011 - May 2013
Skills
User Experience, Usability, Web Design, Microsoft Office, User-centered Design, Data Analysis, Analysis, Card Sorting, User Experience Design, Persona, Heuristic Evaluation, User Research, Agile Methodologies, Human Computer..., Microsoft Excel, PowerPoint, Leadership, Customer Service, SPSS, Qualitative Research, Quantitative Research, Axure, Contextual Inquiry, Wireframes, Accessibility, Microsoft Word, WCAG
Education
DePaul University 2014 — 2017
Master of Science (M.S.), Human-Computer Interaction
Southern Illinois University, Edwardsville 2009 — 2013
Bachelor of Science, Psychology
Facebook August 2015 - Present
Scottrade October 2014 - August 2015
Scottrade May 2013 - October 2014
Scottrade October 2011 - May 2013
Skills
User Experience, Usability, Web Design, Microsoft Office, User-centered Design, Data Analysis, Analysis, Card Sorting, User Experience Design, Persona, Heuristic Evaluation, User Research, Agile Methodologies, Human Computer..., Microsoft Excel, PowerPoint, Leadership, Customer Service, SPSS, Qualitative Research, Quantitative Research, Axure, Contextual Inquiry, Wireframes, Accessibility, Microsoft Word, WCAG
Education
DePaul University 2014 — 2017
Master of Science (M.S.), Human-Computer Interaction
Southern Illinois University, Edwardsville 2009 — 2013
Bachelor of Science, Psychology
Ami Thomas Ami Thomas's Scottrade Experience April 2008 - August 2013
Job Licensed Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Scottrade April 2008 - August 2013
Skills
Series 7, Series 66, Series 63, series 9, AAMS, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Editing, Strategic Planning, Finance, Leadership, Investments
Education
Dominican University of California 2014 — 2016
Master of Business Administration (MBA), Strategic Leadership & Global Business
University of the Pacific 2005 — 2009
Bachelor of Science (B.S.), Accounting
Charles Schwab January 2014 - Present
Scottrade April 2008 - August 2013
Skills
Series 7, Series 66, Series 63, series 9, AAMS, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Editing, Strategic Planning, Finance, Leadership, Investments
Education
Dominican University of California 2014 — 2016
Master of Business Administration (MBA), Strategic Leadership & Global Business
University of the Pacific 2005 — 2009
Bachelor of Science (B.S.), Accounting
Nate Dissi - MBA Nate Dissi - MBA's Scottrade Experience March 2015 - Present
Job Senior WCM Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade March 2015 - Present
Caterpillar Inc. January 2012 - March 2015
Six Pillar Capital, LLC May 2011 - December 2011
Eastern Illinois University August 2010 - July 2011
MPI Media July 2008 - August 2010
Hyatt Regency Chicago May 2006 - August 2006
Skills
Databases, Access, Project Management, Microsoft Office, Microsoft Excel, HTML, Management, Customer Service, Active Directory, PowerPoint, Business Analysis, Troubleshooting, Project Planning, Microsoft Word, Data Analysis, SQL, CSS, JavaScript, Java, XML, XSLT, Web Content Management, CRM, Analysis, Networking, Cross-functional Team..., Business Process, Software Documentation, Training, IT Strategy, Cloud Computing, System Administration, SharePoint, E-commerce
Education
Eastern Illinois University 2010 — 2011
Master of Business Administration
Eastern Illinois University 2005 — 2008
Bachelor in Science, Management Information Systems
Moraine Valley Community College 2002 — 2005
Certificate, Electronics Control
Scottrade March 2015 - Present
Caterpillar Inc. January 2012 - March 2015
Six Pillar Capital, LLC May 2011 - December 2011
Eastern Illinois University August 2010 - July 2011
MPI Media July 2008 - August 2010
Hyatt Regency Chicago May 2006 - August 2006
Skills
Databases, Access, Project Management, Microsoft Office, Microsoft Excel, HTML, Management, Customer Service, Active Directory, PowerPoint, Business Analysis, Troubleshooting, Project Planning, Microsoft Word, Data Analysis, SQL, CSS, JavaScript, Java, XML, XSLT, Web Content Management, CRM, Analysis, Networking, Cross-functional Team..., Business Process, Software Documentation, Training, IT Strategy, Cloud Computing, System Administration, SharePoint, E-commerce
Education
Eastern Illinois University 2010 — 2011
Master of Business Administration
Eastern Illinois University 2005 — 2008
Bachelor in Science, Management Information Systems
Moraine Valley Community College 2002 — 2005
Certificate, Electronics Control
Allison Gustafson's Scottrade Experience June 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
Scottrade February 2014 - June 2015
Skills
Client Relations, Time Management, Organization Skills, Customer Service, Sales, Written Communication, Microsoft Office, Finance, Microsoft Excel
Education
Eastern Washington University 2012 — 2015
Bachelor of Arts (B.A.), Finance, General
Scottrade June 2015 - Present
Scottrade February 2014 - June 2015
Skills
Client Relations, Time Management, Organization Skills, Customer Service, Sales, Written Communication, Microsoft Office, Finance, Microsoft Excel
Education
Eastern Washington University 2012 — 2015
Bachelor of Arts (B.A.), Finance, General
Tyler Ridings Tyler Ridings's Scottrade Experience April 2014 - June 2015
Job Junior Java Developer
Industry Computer Software
Experience
Sedgwick June 2015 - Present
Scottrade April 2014 - June 2015
Roosevelt University January 2014 - May 2014
U.S. Equities Student Housing January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Statistics, Research, Social Media, Communication
Education
Roosevelt University 2013 — 2016
In Progress, Computer Science
Elgin Community College 2011 — 2013
Associates of Science, General Education, 3.6 GPA
Sedgwick June 2015 - Present
Scottrade April 2014 - June 2015
Roosevelt University January 2014 - May 2014
U.S. Equities Student Housing January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Statistics, Research, Social Media, Communication
Education
Roosevelt University 2013 — 2016
In Progress, Computer Science
Elgin Community College 2011 — 2013
Associates of Science, General Education, 3.6 GPA
Josh Shockley Josh Shockley's Scottrade Experience March 2015 - Present
Job End User Technology Intern at Scottrade, Veteran, Student
Industry Information Technology and Services
Experience
Scottrade March 2015 - Present
United States Marine Corps January 2010 - November 2013
Skills
DoD, Military, Military Experience, Security Clearance, Military Operations, Electronics, Data Analysis, Network Administration, Computer Science, Managing Crews, Troubleshooting, Typing, Organizational..., Leadership, Operational Planning, Program Management, Team Leadership, Training
Education
Webster University 2014 — 2015
Bachelor's Degree, Information Systems
Craven Community College 2011 — 2013
Transfer Credits, Associate of Arts
Scottrade March 2015 - Present
United States Marine Corps January 2010 - November 2013
Skills
DoD, Military, Military Experience, Security Clearance, Military Operations, Electronics, Data Analysis, Network Administration, Computer Science, Managing Crews, Troubleshooting, Typing, Organizational..., Leadership, Operational Planning, Program Management, Team Leadership, Training
Education
Webster University 2014 — 2015
Bachelor's Degree, Information Systems
Craven Community College 2011 — 2013
Transfer Credits, Associate of Arts
Ryan Overbey Ryan Overbey's Scottrade Experience March 2009 - January 2010
Job Risk Management Officer at Appalachian Community Federal Credit Union
Industry Financial Services
Experience
Appalachian Community Federal Credit Union July 2011 - Present
Citi March 2010 - July 2011
Scottrade March 2009 - January 2010
Kingsport Town Center March 2006 - December 2008
Skills
Compliance, Risk Management, Internal Audit, Credit Unions, Internal Controls, Written Communication, Interpersonal Skills, Making Deadlines, Thrive in A Fast-paced...
Education
East Tennessee State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.6
Appalachian Community Federal Credit Union July 2011 - Present
Citi March 2010 - July 2011
Scottrade March 2009 - January 2010
Kingsport Town Center March 2006 - December 2008
Skills
Compliance, Risk Management, Internal Audit, Credit Unions, Internal Controls, Written Communication, Interpersonal Skills, Making Deadlines, Thrive in A Fast-paced...
Education
East Tennessee State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.6
Andy Small's Scottrade Experience August 2003 - November 2014
Job Financial Services Legal & Compliance Executive
Industry Financial Services
Experience
Craig-Hallum Capital Group May 2015 - Present
Scottrade August 2003 - November 2014
A.G. Edwards April 1998 - August 2003
FINRA (formerly NASD Regulation) August 1996 - April 1998
CBOE January 1993 - April 1995
US Navy JAGC 1989 - 1994
Skills
Risk Management, Compliance, Securities, FINRA, Investments, Financial Risk, Mutual Funds, Securities Regulation, Financial Services, AML, Equities, Series 63, Trading, Capital Markets, Alternative Investments, Series 7, Due Diligence, Derivatives, Fixed Income, Asset Management, Private Equity, USA PATRIOT Act, Options, Financial Markets, Broker-Dealer, Series 24, Banking, Corporate Governance, Corporate Law, Hedge Funds, SEC, OFAC, Anti Money Laundering
Education
DePaul University College of Law 1985 — 1988
JD
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.)
St Ignatius 1977 — 1981
Craig-Hallum Capital Group May 2015 - Present
Scottrade August 2003 - November 2014
A.G. Edwards April 1998 - August 2003
FINRA (formerly NASD Regulation) August 1996 - April 1998
CBOE January 1993 - April 1995
US Navy JAGC 1989 - 1994
Skills
Risk Management, Compliance, Securities, FINRA, Investments, Financial Risk, Mutual Funds, Securities Regulation, Financial Services, AML, Equities, Series 63, Trading, Capital Markets, Alternative Investments, Series 7, Due Diligence, Derivatives, Fixed Income, Asset Management, Private Equity, USA PATRIOT Act, Options, Financial Markets, Broker-Dealer, Series 24, Banking, Corporate Governance, Corporate Law, Hedge Funds, SEC, OFAC, Anti Money Laundering
Education
DePaul University College of Law 1985 — 1988
JD
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.)
St Ignatius 1977 — 1981
DuWayne Milner DuWayne Milner's Scottrade Experience May 2015 - Present
Job VP, Brokerage Desktop Strategy at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
InteliSpend (fka American Express Incentive Services) January 2004 - June 2014
Fujitsu Consulting 2000 - 2003
McLeodUSA 1997 - 2000
Consolidated Communications Systems and Services 1991 - 1997
Consolidated Communications 1985 - 1991
Brumleve & Dabbs, CPA 1983 - 1985
Skills
Process Improvement, Product Management, Strategy, Business Development, Business Analysis, Relationship Management, Strategic Planning, Risk Management, CRM, Financial Services, Vendor Management, Program Management, Information Technology, Contract Negotiation, Strategic Partnerships, SDLC, Forecasting, Business Process..., B2B, Management, Credit Cards, Leadership, Budgets, Analytics, Cross-functional Team..., Business Intelligence, Analysis, Business Planning, Business Strategy, Integration, Project Management
Education
Eastern Illinois University 1980 — 1983
BS, Accounting and Finance
Scottrade May 2015 - Present
InteliSpend (fka American Express Incentive Services) January 2004 - June 2014
Fujitsu Consulting 2000 - 2003
McLeodUSA 1997 - 2000
Consolidated Communications Systems and Services 1991 - 1997
Consolidated Communications 1985 - 1991
Brumleve & Dabbs, CPA 1983 - 1985
Skills
Process Improvement, Product Management, Strategy, Business Development, Business Analysis, Relationship Management, Strategic Planning, Risk Management, CRM, Financial Services, Vendor Management, Program Management, Information Technology, Contract Negotiation, Strategic Partnerships, SDLC, Forecasting, Business Process..., B2B, Management, Credit Cards, Leadership, Budgets, Analytics, Cross-functional Team..., Business Intelligence, Analysis, Business Planning, Business Strategy, Integration, Project Management
Education
Eastern Illinois University 1980 — 1983
BS, Accounting and Finance
Melissa (Anthony) Martorano Melissa (Anthony) Martorano's Scottrade Experience June 2015 - Present
Job Talent Strategy Specialist at Scottrade
Industry Human Resources
Experience
Scottrade June 2015 - Present
Scottrade April 2014 - June 2015
Amerinet November 2011 - April 2014
Bayless Elementary School August 2011 - November 2011
Lewisville ISD August 2010 - August 2011
Omni Sales Group June 2005 - August 2011
Skills
Leadership, Customer Service, Sales, Microsoft Excel, Strategic Planning, Project Management, Public Speaking, Marketing, Hiring, Microsoft Office, PowerPoint, Microsoft Word, Training, Team Motivation, Team Building, Talent Acquisition, Human Resources, Finance, Interviews
Education
Lindenwood University 2015 — 2017
Master of Science (MS)
Southeast Missouri State University 2003 — 2008
Bachelor of Arts (B.A.)
Flagler College 2005 — 2006
Coppell High School
Scottrade June 2015 - Present
Scottrade April 2014 - June 2015
Amerinet November 2011 - April 2014
Bayless Elementary School August 2011 - November 2011
Lewisville ISD August 2010 - August 2011
Omni Sales Group June 2005 - August 2011
Skills
Leadership, Customer Service, Sales, Microsoft Excel, Strategic Planning, Project Management, Public Speaking, Marketing, Hiring, Microsoft Office, PowerPoint, Microsoft Word, Training, Team Motivation, Team Building, Talent Acquisition, Human Resources, Finance, Interviews
Education
Lindenwood University 2015 — 2017
Master of Science (MS)
Southeast Missouri State University 2003 — 2008
Bachelor of Arts (B.A.)
Flagler College 2005 — 2006
Coppell High School
Matt Grimlie's Scottrade Experience November 2013 - Present
Job Divisional Guidance Manager
Industry Financial Services
Experience
Scottrade November 2013 - Present
TD Ameritrade January 2011 - November 2013
Wells Fargo January 2009 - December 2010
Skills
Mutual Funds, Portfolio Management, Investments, Series 7, Series 66, Investment Advisory, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, Series 24, Relationship Management, Financial Planning, Financial Services, Finance
Education
Creighton University 2012 — 2013
South Dakota State University 2005 — 2009
Bachelor of Science (BS), Business/Managerial Economics
Scottrade November 2013 - Present
TD Ameritrade January 2011 - November 2013
Wells Fargo January 2009 - December 2010
Skills
Mutual Funds, Portfolio Management, Investments, Series 7, Series 66, Investment Advisory, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, Series 24, Relationship Management, Financial Planning, Financial Services, Finance
Education
Creighton University 2012 — 2013
South Dakota State University 2005 — 2009
Bachelor of Science (BS), Business/Managerial Economics
Dania Jaggon's Scottrade Experience August 2010 - June 2012
Job Assurance Associate, Pwc
Industry Accounting
Experience
PricewaterhouseCoopers LLP September 2013 - Present
Shenandoah General Construction July 2012 - March 2013
Scottrade August 2010 - June 2012
Boys & Girls Clubs of America February 2010 - August 2010
NAI Global January 2008 - August 2010
Skills
Accounting, Accounts Payable, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Access, Finance, Customer Service, Financial Accounting
Education
Florida Atlantic University 2012 — 2013
Master's degree, Accounting, 4.0
Nova Southeastern University 2008 — 2012
Bachelors of Science, Accounting, 3.94
PricewaterhouseCoopers LLP September 2013 - Present
Shenandoah General Construction July 2012 - March 2013
Scottrade August 2010 - June 2012
Boys & Girls Clubs of America February 2010 - August 2010
NAI Global January 2008 - August 2010
Skills
Accounting, Accounts Payable, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Access, Finance, Customer Service, Financial Accounting
Education
Florida Atlantic University 2012 — 2013
Master's degree, Accounting, 4.0
Nova Southeastern University 2008 — 2012
Bachelors of Science, Accounting, 3.94
Roiri Butler's Scottrade Experience March 2014 - Present
Job Licensed Investment Consultant
Industry Financial Services
Experience
Scottrade March 2014 - Present
LPL Financial December 2012 - February 2014
LPL Financial March 2010 - December 2012
LPL Finanical December 2007 - March 2010
LPL Finanical November 2006 - December 2007
Skills
Mutual Funds, Series 7, Series 63, Securities, 401k, Financial Services, Customer Service, Series 6, FINRA, Equities, Fixed Annuities, IRAs, Retirement Planning, People Management, Relationship Management, Process Improvement, Investments, Financial Advisory, Banking, Retirement, Asset Managment, Asset Allocation, Alternative Investments, Investment Advisory, Uniform Combined State..., Series 24
Education
CUNY New York City College of Technology
Scottrade March 2014 - Present
LPL Financial December 2012 - February 2014
LPL Financial March 2010 - December 2012
LPL Finanical December 2007 - March 2010
LPL Finanical November 2006 - December 2007
Skills
Mutual Funds, Series 7, Series 63, Securities, 401k, Financial Services, Customer Service, Series 6, FINRA, Equities, Fixed Annuities, IRAs, Retirement Planning, People Management, Relationship Management, Process Improvement, Investments, Financial Advisory, Banking, Retirement, Asset Managment, Asset Allocation, Alternative Investments, Investment Advisory, Uniform Combined State..., Series 24
Education
CUNY New York City College of Technology
Alyson Lewis Alyson Lewis's Scottrade Experience July 2009 - July 2010
Job Research Assistant & PhD Candidate at East Carolina University
Industry Environmental Services
Experience
East Carolina University May 2012 - Present
East Carolina University December 2010 - May 2012
Scottrade July 2009 - July 2010
Century Pools April 2005 - August 2008
Skills
Environmental Science, Environmental Awareness, Wetlands, Environmental Consulting, Microsoft Office, Environmental Impact..., GIS, Sustainability, Marine Biology, Ecology, Microsoft Excel, Sampling, Environmental Policy, PowerPoint, Research, Microsoft Word, Environmental Compliance, Data Collection, Data Analysis
Education
East Carolina University 2010 — 2012
M.S. in Applied and Resource Economics, Economics, 3.625 GPA
University of North Carolina at Wilmington 2006 — 2010
B.S. in Business Administration, Economics, 3.25 GPA
Western Sydney University 2009 — 2009
Business, Economics
East Carolina University May 2012 - Present
East Carolina University December 2010 - May 2012
Scottrade July 2009 - July 2010
Century Pools April 2005 - August 2008
Skills
Environmental Science, Environmental Awareness, Wetlands, Environmental Consulting, Microsoft Office, Environmental Impact..., GIS, Sustainability, Marine Biology, Ecology, Microsoft Excel, Sampling, Environmental Policy, PowerPoint, Research, Microsoft Word, Environmental Compliance, Data Collection, Data Analysis
Education
East Carolina University 2010 — 2012
M.S. in Applied and Resource Economics, Economics, 3.625 GPA
University of North Carolina at Wilmington 2006 — 2010
B.S. in Business Administration, Economics, 3.25 GPA
Western Sydney University 2009 — 2009
Business, Economics
Ryan Hildebrand's Scottrade Experience December 2014 - Present
Job Environment Engineer with Scottrade
Industry Information Technology and Services
Experience
Scottrade December 2014 - Present
Phorio Systems Corporation 2010 - Present
Wells Fargo Advisors (Experis) February 2013 - August 2014
AT&T (Accenture) November 2012 - December 2012
Southern Illinois University Edwardsville September 2012 - September 2012
Edward Jones May 2009 - May 2012
Emporis GmbH 2006 - 2010
Edward Jones May 2001 - May 2009
Edward Jones October 1999 - May 2001
Convergys 1998 - 1999
Skills
Microsoft Office, Research, Technical Writing, News Writing, Data Entry, Digital Photography, Asset Managment, Bookkeeping, Customer Service, Community Outreach, Data Warehousing, DHCP, Unix, Curriculum Design, Disaster Recovery, Hospitality, Hotels, Newsletters, Photoshop, PowerPoint, Quality Center, User Interface, Usability, User Acceptance Testing, Visual Basic, Visio, Web Design, YouTube, Youth Ministry, Church Administration
Education
Jefferson College 2000 — 2001
Networking
Jefferson College 1997 — 2000
Associate's degree, Hotel, Motel, and Restaurant Management
Drury University 1996 — 1997
Architecture
Louisiana High School
Scottrade December 2014 - Present
Phorio Systems Corporation 2010 - Present
Wells Fargo Advisors (Experis) February 2013 - August 2014
AT&T (Accenture) November 2012 - December 2012
Southern Illinois University Edwardsville September 2012 - September 2012
Edward Jones May 2009 - May 2012
Emporis GmbH 2006 - 2010
Edward Jones May 2001 - May 2009
Edward Jones October 1999 - May 2001
Convergys 1998 - 1999
Skills
Microsoft Office, Research, Technical Writing, News Writing, Data Entry, Digital Photography, Asset Managment, Bookkeeping, Customer Service, Community Outreach, Data Warehousing, DHCP, Unix, Curriculum Design, Disaster Recovery, Hospitality, Hotels, Newsletters, Photoshop, PowerPoint, Quality Center, User Interface, Usability, User Acceptance Testing, Visual Basic, Visio, Web Design, YouTube, Youth Ministry, Church Administration
Education
Jefferson College 2000 — 2001
Networking
Jefferson College 1997 — 2000
Associate's degree, Hotel, Motel, and Restaurant Management
Drury University 1996 — 1997
Architecture
Louisiana High School
Devin Blakely Devin Blakely's Scottrade Experience March 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Equinox Securities September 2010 - January 2013
Zecco Trading August 2007 - November 2010
Skills
FINRA, Start-ups, Financial Services, Securities, Financial Risk..., Series 7, Series 63, Options, Microsoft Excel, Financial Analysis, Investments, Customer Acquisition, Equities, Asset Management, Risk Management
Education
Western Governors University 2012 — 2014
Bachelor of Science (B.S.), Business - Information Technology Management
Pasadena City College 2008 — 2009
Civil Engineering
Victor Valley College 2006 — 2007
Civil Engineering
Ventura College 2005 — 2006
Civil Engineering
Eastern Oregon University 2004 — 2005
Business Administration
Scottrade March 2014 - Present
Equinox Securities September 2010 - January 2013
Zecco Trading August 2007 - November 2010
Skills
FINRA, Start-ups, Financial Services, Securities, Financial Risk..., Series 7, Series 63, Options, Microsoft Excel, Financial Analysis, Investments, Customer Acquisition, Equities, Asset Management, Risk Management
Education
Western Governors University 2012 — 2014
Bachelor of Science (B.S.), Business - Information Technology Management
Pasadena City College 2008 — 2009
Civil Engineering
Victor Valley College 2006 — 2007
Civil Engineering
Ventura College 2005 — 2006
Civil Engineering
Eastern Oregon University 2004 — 2005
Business Administration
Nicholas Balmer, CFP®'s Scottrade Experience August 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Scottrade August 2014 - Present
AXA Advisors February 2012 - March 2014
UBS August 2011 - January 2012
Hope Industrial Systems, Inc. May 2011 - July 2011
Skills
Microsoft Office, Finance, Microsoft Excel, Investments, Financial Analysis, Financial Planning, Microsoft Word, Financial Advisory, Leadership, Financial Modeling
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Duke University
CFP ®, Certified Financial Planner
Elon University - Martha and Spencer Love School of Business
Bachelor of Science Business Administration, Finance
Scottrade August 2014 - Present
AXA Advisors February 2012 - March 2014
UBS August 2011 - January 2012
Hope Industrial Systems, Inc. May 2011 - July 2011
Skills
Microsoft Office, Finance, Microsoft Excel, Investments, Financial Analysis, Financial Planning, Microsoft Word, Financial Advisory, Leadership, Financial Modeling
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Duke University
CFP ®, Certified Financial Planner
Elon University - Martha and Spencer Love School of Business
Bachelor of Science Business Administration, Finance
Bruce Primrose Bruce Primrose's Scottrade Experience 2004 - July 2013
Job Service is my Business
Industry Accounting
Experience
Primrose Accounting June 2005 - Present
Primrose Entertainment September 1979 - Present
Demak America March 2010 - July 2013
Scottrade 2004 - July 2013
Accountemps 1993 - 2010
GunnAllen Financial 2002 - 2005
Russo, DeLaura & Bielski 1985 - 1986
Skills
QuickBooks, Peachtree, TaxAct, Bookkeeping, Microsoft Excel, Lotus 123, General Ledger, Journal Entries, Bank Reconciliation, Budget Forecasts, Microsoft Word, Adobe Design Programs, Corel Draw, PeopleSoft, Lawson General Ledger, FEDLINE, Jack Henry, ADP Payroll, Quattro Pro, Turbo Tax, Small Business, 10 Key, Nonprofits, PowerPoint, QuarkXPress, T&E, T&A, Accounts Payable, Account Reconciliation, Finance, Accounting, Financial Statements, Networking, DJ
Education
Fairleigh Dickinson University 1980 — 1985
BS, Accounting
Primrose Accounting June 2005 - Present
Primrose Entertainment September 1979 - Present
Demak America March 2010 - July 2013
Scottrade 2004 - July 2013
Accountemps 1993 - 2010
GunnAllen Financial 2002 - 2005
Russo, DeLaura & Bielski 1985 - 1986
Skills
QuickBooks, Peachtree, TaxAct, Bookkeeping, Microsoft Excel, Lotus 123, General Ledger, Journal Entries, Bank Reconciliation, Budget Forecasts, Microsoft Word, Adobe Design Programs, Corel Draw, PeopleSoft, Lawson General Ledger, FEDLINE, Jack Henry, ADP Payroll, Quattro Pro, Turbo Tax, Small Business, 10 Key, Nonprofits, PowerPoint, QuarkXPress, T&E, T&A, Accounts Payable, Account Reconciliation, Finance, Accounting, Financial Statements, Networking, DJ
Education
Fairleigh Dickinson University 1980 — 1985
BS, Accounting
Beth Berg Beth Berg's Scottrade Experience February 2015 - Present
Job Customer Experience Researcher at Scottrade
Industry Market Research
Experience
Scottrade February 2015 - Present
Skills
Marketing Communications, Qualitative Research, Marketing Strategy, Market Research, Marketing Research, Quantitative Research, Usability Testing, Research, Customer Satisfaction, Customer Loyalty..., Brand Equity Measurement, Voice of the Customer..., Focus Groups, Survey Design, Segmentation, Marketing, Analysis, Customer Insight, Social Media, Social Media Marketing
Education
Lindenwood University 2010 — 2013
MBA
Illinois State University 2003 — 2005
M.S.
Missouri State University 2000 — 2002
B.S.
Culver Stockton College 1998 — 2000
Scottrade February 2015 - Present
Skills
Marketing Communications, Qualitative Research, Marketing Strategy, Market Research, Marketing Research, Quantitative Research, Usability Testing, Research, Customer Satisfaction, Customer Loyalty..., Brand Equity Measurement, Voice of the Customer..., Focus Groups, Survey Design, Segmentation, Marketing, Analysis, Customer Insight, Social Media, Social Media Marketing
Education
Lindenwood University 2010 — 2013
MBA
Illinois State University 2003 — 2005
M.S.
Missouri State University 2000 — 2002
B.S.
Culver Stockton College 1998 — 2000
Michael J George Michael J George's Scottrade Experience July 2011 - November 2011
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
North Carolina Air National Guard April 2007 - Present
TIAA-CREF September 2012 - May 2014
goodmortgage.com November 2011 - September 2012
Scottrade July 2011 - November 2011
Scottrade February 2010 - July 2011
TSL Technology Marketing August 2009 - February 2010
RadioShack August 2007 - October 2009
Skills
Sales, Finance, Business Development, Market Research, Lead Generation, Financial Analysis, Mutual Funds, Financial Services, Series 7, Series 63, Sales Management, Inventory Management, Banking, Time Management, Employee Benefits, Series 66
Education
St. Edward's University 2010 — 2011
B.B.A. in Accounting
State University of New York College at Geneseo 2007 — 2009
Finger Lakes Community College 2005 — 2007
A.S. in Business Administration
Geneva High School
TIAA-CREF May 2014 - Present
North Carolina Air National Guard April 2007 - Present
TIAA-CREF September 2012 - May 2014
goodmortgage.com November 2011 - September 2012
Scottrade July 2011 - November 2011
Scottrade February 2010 - July 2011
TSL Technology Marketing August 2009 - February 2010
RadioShack August 2007 - October 2009
Skills
Sales, Finance, Business Development, Market Research, Lead Generation, Financial Analysis, Mutual Funds, Financial Services, Series 7, Series 63, Sales Management, Inventory Management, Banking, Time Management, Employee Benefits, Series 66
Education
St. Edward's University 2010 — 2011
B.B.A. in Accounting
State University of New York College at Geneseo 2007 — 2009
Finger Lakes Community College 2005 — 2007
A.S. in Business Administration
Geneva High School
Erika McCracken's Scottrade Experience March 2012 - June 2013
Job Client Financial Management Analyst at Accenture
Industry Financial Services
Experience
Accenture June 2014 - Present
Accenture June 2013 - August 2013
Scottrade March 2012 - June 2013
M. J. Vandenbrouke Certified Public Accountants June 2010 - January 2013
Skills
Networking, Business Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Access, Microsoft Office, Marketing, Research, Teamwork, Leadership, Customer Service, Finance, Financial Analysis, Social Media, Telephone Skills, Account Reconciliation
Education
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Finance/Information Systems
Accenture June 2014 - Present
Accenture June 2013 - August 2013
Scottrade March 2012 - June 2013
M. J. Vandenbrouke Certified Public Accountants June 2010 - January 2013
Skills
Networking, Business Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Access, Microsoft Office, Marketing, Research, Teamwork, Leadership, Customer Service, Finance, Financial Analysis, Social Media, Telephone Skills, Account Reconciliation
Education
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Finance/Information Systems
Brent Choi's Scottrade Experience September 2004 - Present
Job Hyperion Engineer at Stanford University
Industry Information Technology and Services
Experience
Stanford University January 2011 - Present
Buck/Cardinal Club January 2014 - Present
American Red Cross January 2012 - Present
Scottrade September 2004 - Present
Fidelity Investments January 2014 - Present
Royal Capital Estates LLC July 2007 - Present
King Hyperion dotCom LLC September 2004 - January 2011
Skills
EPM, Hyperion Planning, OBIEE, Business Intelligence
Education
DeVry University Phoenix 2001 — 2004
Bachelor's of Science in Computer Information Systems, Computer Science, 4.0
Trump University 2007 — 2009
Transaction Engineer Certificate, Real Estate, A
Stanford University January 2011 - Present
Buck/Cardinal Club January 2014 - Present
American Red Cross January 2012 - Present
Scottrade September 2004 - Present
Fidelity Investments January 2014 - Present
Royal Capital Estates LLC July 2007 - Present
King Hyperion dotCom LLC September 2004 - January 2011
Skills
EPM, Hyperion Planning, OBIEE, Business Intelligence
Education
DeVry University Phoenix 2001 — 2004
Bachelor's of Science in Computer Information Systems, Computer Science, 4.0
Trump University 2007 — 2009
Transaction Engineer Certificate, Real Estate, A
Preston Lappe Preston Lappe's Scottrade Experience April 2010 - December 2011
Job Securities Based Lending Group at Stifel Bank & Trust
Industry Financial Services
Experience
Stifel Bank & Trust May 2014 - Present
Stifel Financial Corp. June 2012 - May 2014
Scottrade April 2010 - December 2011
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Microsoft Office, Investments, SharePoint, CRM, Microsoft Excel, Microsoft Word, Investment Brokerage, Access, Accounting, Analysis, Financial Analysis, Public Speaking, Sales, Social Media, Social Media Marketing
Education
Drake University 2007 — 2011
Bachelor of Science, Finance with a Concentration in Insurance
Stifel Bank & Trust May 2014 - Present
Stifel Financial Corp. June 2012 - May 2014
Scottrade April 2010 - December 2011
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Microsoft Office, Investments, SharePoint, CRM, Microsoft Excel, Microsoft Word, Investment Brokerage, Access, Accounting, Analysis, Financial Analysis, Public Speaking, Sales, Social Media, Social Media Marketing
Education
Drake University 2007 — 2011
Bachelor of Science, Finance with a Concentration in Insurance
Iva Platt's Scottrade Experience April 2007 - June 2013
Job Learning & Organizational Development Manager
Industry Professional Training & Coaching
Experience
ICL - Performance Products LP February 2015 - Present
Webster University October 2011 - Present
Centene Corporation June 2013 - February 2015
Scottrade April 2007 - June 2013
Premier Knowledge Solutions December 2005 - April 2007
New Horizons Computer Learning Center 1996 - December 2005
First Financial Planners October 1994 - March 1996
US Navy May 1990 - May 1994
Skills
Employee Training, Mentoring, Training, Instructor-led Training, Instructional Design, Captivate, Leadership Development, Program Management, Needs Analysis, Technical Training, Training Delivery, Blended Learning, Coaching, Learning Management, Organizational..., Change Management, Leadership, Hands-on Training, Team Leadership, E-Learning, Microsoft Office, Management, Employee Engagement, Learning Management..., Employee Benefits, Workshop Facilitation, Staff Development, Adult Education, Organizational..., Technical Writing, System Administration, Team Building, Presenter, Presentation Coaching, Software Documentation, New Hire Orientations, Management Development, Career Development, Executive Coaching, College Recruiting, ADDIE, Executive Development, Project Management, Emotional Intelligence, Curriculum Design, Resume Writing, Onboarding, Performance Improvement, Camtasia, Performance Management
Education
Webster University 2008 — 2010
Master of Arts (MA), Human Resources Development
East Tennessee State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
ICL - Performance Products LP February 2015 - Present
Webster University October 2011 - Present
Centene Corporation June 2013 - February 2015
Scottrade April 2007 - June 2013
Premier Knowledge Solutions December 2005 - April 2007
New Horizons Computer Learning Center 1996 - December 2005
First Financial Planners October 1994 - March 1996
US Navy May 1990 - May 1994
Skills
Employee Training, Mentoring, Training, Instructor-led Training, Instructional Design, Captivate, Leadership Development, Program Management, Needs Analysis, Technical Training, Training Delivery, Blended Learning, Coaching, Learning Management, Organizational..., Change Management, Leadership, Hands-on Training, Team Leadership, E-Learning, Microsoft Office, Management, Employee Engagement, Learning Management..., Employee Benefits, Workshop Facilitation, Staff Development, Adult Education, Organizational..., Technical Writing, System Administration, Team Building, Presenter, Presentation Coaching, Software Documentation, New Hire Orientations, Management Development, Career Development, Executive Coaching, College Recruiting, ADDIE, Executive Development, Project Management, Emotional Intelligence, Curriculum Design, Resume Writing, Onboarding, Performance Improvement, Camtasia, Performance Management
Education
Webster University 2008 — 2010
Master of Arts (MA), Human Resources Development
East Tennessee State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Murtuza Shakeel's Scottrade Experience August 2009 - Present
Job Enterprise Applications Architect at Scottrade
Industry Information Technology and Services
Experience
Scottrade August 2009 - Present
Wipro January 2003 - July 2009
Anheuser-Busch Companies, Inc. April 2005 - September 2008
Glaxo Smithkline August 2004 - February 2005
eXant August 2001 - December 2002
Skills
Siebel, UCM, EAI, Requirements Analysis, EIM, Web Services, SOA, Integration, PL/SQL, Business Analysis, Solution Architecture, Data Modeling, SDLC, Databases, Customer Relations, Master Data Management, .NET, Java, Software Development, SQL, J2EE, Oracle, Data Warehousing, OBIEE, Business Process, Business Intelligence, ETL, CRM, Java Enterprise Edition, Software Project..., Requirements Gathering, Customer Service, IT Strategy, Microsoft SQL Server, Data Migration, Order Management, Unix, Testing, Technical Architecture, Architecture, Enterprise Software, Unica Campaign, Business Requirements, Visual Basic, Unica, Agile Methodologies
Education
Devi Ahilya Vishwavidyalaya 1995 — 2001
Master of Computer Applications (MCA), Computer Science
Choithram School Indore 1981 — 1995
Scottrade August 2009 - Present
Wipro January 2003 - July 2009
Anheuser-Busch Companies, Inc. April 2005 - September 2008
Glaxo Smithkline August 2004 - February 2005
eXant August 2001 - December 2002
Skills
Siebel, UCM, EAI, Requirements Analysis, EIM, Web Services, SOA, Integration, PL/SQL, Business Analysis, Solution Architecture, Data Modeling, SDLC, Databases, Customer Relations, Master Data Management, .NET, Java, Software Development, SQL, J2EE, Oracle, Data Warehousing, OBIEE, Business Process, Business Intelligence, ETL, CRM, Java Enterprise Edition, Software Project..., Requirements Gathering, Customer Service, IT Strategy, Microsoft SQL Server, Data Migration, Order Management, Unix, Testing, Technical Architecture, Architecture, Enterprise Software, Unica Campaign, Business Requirements, Visual Basic, Unica, Agile Methodologies
Education
Devi Ahilya Vishwavidyalaya 1995 — 2001
Master of Computer Applications (MCA), Computer Science
Choithram School Indore 1981 — 1995
Julio Maico Castillo's Scottrade Experience August 2011 - Present
Job stockbroker at scottrade
Industry Financial Services
Experience
Scottrade August 2011 - Present
Scottrade April 2009 - August 2011
Scottrade June 2008 - April 2009
Scottrade June 2006 - June 2008
Scottrade February 2005 - June 2006
US Navy August 1999 - August 2003
Skills
Portfolio Management, Loans, Securities, Investments, Financial Analysis, Credit Analysis, Mortgage Lending, Microsoft Excel, Series 7, Series 63, Customer Service, Microsoft Office, Sales, Series 24, Derivatives, Strategic Financial...
Education
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Economics and Finance
Scottrade August 2011 - Present
Scottrade April 2009 - August 2011
Scottrade June 2008 - April 2009
Scottrade June 2006 - June 2008
Scottrade February 2005 - June 2006
US Navy August 1999 - August 2003
Skills
Portfolio Management, Loans, Securities, Investments, Financial Analysis, Credit Analysis, Mortgage Lending, Microsoft Excel, Series 7, Series 63, Customer Service, Microsoft Office, Sales, Series 24, Derivatives, Strategic Financial...
Education
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Economics and Finance
Alina Young, CPSM's Scottrade Experience April 2012 - April 2015
Job Contracts Manager at Magellan Health
Industry Hospital & Health Care
Experience
Magellan Health April 2015 - Present
Scottrade April 2012 - April 2015
Skills
Research, Vendor Management, Contract Negotiation, Program Management, Process Improvement, Management, Team Building, Leadership, Negotiation, Analysis, Strategic Planning, Data Analysis
Education
Emporia State University
M.A., English
Saint Louis University
J.D.
Magellan Health April 2015 - Present
Scottrade April 2012 - April 2015
Skills
Research, Vendor Management, Contract Negotiation, Program Management, Process Improvement, Management, Team Building, Leadership, Negotiation, Analysis, Strategic Planning, Data Analysis
Education
Emporia State University
M.A., English
Saint Louis University
J.D.
Ben Holt, CBCP's Scottrade Experience October 2011 - November 2013
Job Business Continuity Manager at Fundtech
Industry Information Technology and Services
Experience
Fundtech November 2013 - Present
Scottrade October 2011 - November 2013
Ben Holt Consulting September 2010 - December 2012
IT-Lifeline December 2007 - September 2010
Affiliated Computer Services October 2003 - November 2006
JetBlue Airways November 2001 - October 2003
Charles Schwab May 2000 - November 2001
Arcus Data Security October 1996 - May 2000
Skills
Disaster Recovery, Business Resilience, Business Continuity..., Business Continuity, Security, Risk Assessment, Process Improvement, Crisis Management, Training, Incident Management, Vendor Management, Risk Management, Leadership, Emergency Management, Business Analysis, Project Planning, Program Management, Management
Education
Eastern Washington University 1995 — 1999
Fundtech November 2013 - Present
Scottrade October 2011 - November 2013
Ben Holt Consulting September 2010 - December 2012
IT-Lifeline December 2007 - September 2010
Affiliated Computer Services October 2003 - November 2006
JetBlue Airways November 2001 - October 2003
Charles Schwab May 2000 - November 2001
Arcus Data Security October 1996 - May 2000
Skills
Disaster Recovery, Business Resilience, Business Continuity..., Business Continuity, Security, Risk Assessment, Process Improvement, Crisis Management, Training, Incident Management, Vendor Management, Risk Management, Leadership, Emergency Management, Business Analysis, Project Planning, Program Management, Management
Education
Eastern Washington University 1995 — 1999
Curt Hempen's Scottrade Experience July 2011 - Present
Job Project Manager at Scottrade
Industry Insurance
Experience
Scottrade July 2011 - Present
MasterCard March 2010 - July 2011
GMAC Insurance July 1986 - April 2009
Skills
Project Management, SOA, SDLC, PMO, Budgets, Negotiation, Business Analysis, Requirements Gathering, Disaster Recovery, Program Management, PMP, COBOL, Sourcing, Visio, ITIL, Requirements Analysis, Vendor Management, Process Improvement, Software Project..., SharePoint
Education
Eastern Illinois University 1979 — 1983
Scottrade July 2011 - Present
MasterCard March 2010 - July 2011
GMAC Insurance July 1986 - April 2009
Skills
Project Management, SOA, SDLC, PMO, Budgets, Negotiation, Business Analysis, Requirements Gathering, Disaster Recovery, Program Management, PMP, COBOL, Sourcing, Visio, ITIL, Requirements Analysis, Vendor Management, Process Improvement, Software Project..., SharePoint
Education
Eastern Illinois University 1979 — 1983
Asha Ravindran's Scottrade Experience July 2010 - July 2014
Job Quality Assurance Analyst at GM Financial
Industry Information Technology and Services
Experience
GM Financial February 2015 - Present
Scottrade July 2010 - July 2014
NetLibrary Division of EBSCO Publishing March 2008 - March 2010
ECHOSTAR November 2007 - February 2008
Skills
Quality Assurance, QTP, Software Quality..., Agile Methodologies, System Testing, Test Automation, Test Planning, Quality Center, Regression Testing, Test Cases, Agile Testing, Manual Testing, SDLC, User Acceptance Testing, SQL, Testing, HP Quality Center
Education
Florida Atlantic University 2005 — 2006
Master's degree, Computer Engineering
M.S University 1999 — 2002
Master's degree, Computer Applications
GM Financial February 2015 - Present
Scottrade July 2010 - July 2014
NetLibrary Division of EBSCO Publishing March 2008 - March 2010
ECHOSTAR November 2007 - February 2008
Skills
Quality Assurance, QTP, Software Quality..., Agile Methodologies, System Testing, Test Automation, Test Planning, Quality Center, Regression Testing, Test Cases, Agile Testing, Manual Testing, SDLC, User Acceptance Testing, SQL, Testing, HP Quality Center
Education
Florida Atlantic University 2005 — 2006
Master's degree, Computer Engineering
M.S University 1999 — 2002
Master's degree, Computer Applications
Shane VerDught's Scottrade Experience October 2014 - Present
Job Vice President, Investment Portfolio Manager
Industry Financial Services
Experience
Scottrade October 2014 - Present
NBH Bank, N.A. November 2011 - October 2014
Hillcrest Bank January 2008 - November 2011
Hillcrest Bank March 2006 - January 2008
Commerce Bank August 2003 - March 2006
State Street January 2000 - January 2003
Skills
Sales, Banking, Risk Management, Finance, ALM, Liquidity Management, Treasury, Mutual Funds, Funding, Credit, Financial Analysis, Loans, Investments, Retail Banking, Commercial Banking
Education
Rockhurst University 2001 — 2003
Master of Business Administration (M.B.A.), Finance
William Jewell College 1998 — 2000
Bachelor of Applied Science (BASc), Business Administration and Economices
Drake University 1996 — 1997
Bachelor of Applied Science (BASc), Actuarial Science and Finance
Blue Springs South High School
Diploma
Scottrade October 2014 - Present
NBH Bank, N.A. November 2011 - October 2014
Hillcrest Bank January 2008 - November 2011
Hillcrest Bank March 2006 - January 2008
Commerce Bank August 2003 - March 2006
State Street January 2000 - January 2003
Skills
Sales, Banking, Risk Management, Finance, ALM, Liquidity Management, Treasury, Mutual Funds, Funding, Credit, Financial Analysis, Loans, Investments, Retail Banking, Commercial Banking
Education
Rockhurst University 2001 — 2003
Master of Business Administration (M.B.A.), Finance
William Jewell College 1998 — 2000
Bachelor of Applied Science (BASc), Business Administration and Economices
Drake University 1996 — 1997
Bachelor of Applied Science (BASc), Actuarial Science and Finance
Blue Springs South High School
Diploma
Jenni Heissel's Scottrade Experience January 2006 - May 2007
Job Student at Northwestern University
Industry Higher Education
Experience
Northwestern University September 2012 - Present
Huron Consulting Group May 2012 - September 2012
North Carolina Department of Public Instruction May 2011 - August 2011
Action for Children November 2010 - May 2011
Huron Consulting Group January 2010 - July 2010
Huron Consulting Group September 2007 - December 2009
Scottrade January 2006 - May 2007
DJ. Mosier Financial Services May 2006 - August 2006
Skills
Data Analysis, Statistics, Economics, Microsoft Excel, Budgets, Valuation, Quantitative Analytics, Stata, Policy Analysis, Research, Financial Modeling, Financial Analysis, Public Policy, Leadership, Policy
Education
Northwestern University 2012 — 2017
Doctor of Philosophy (Ph.D.), Human Development and Social Policy
Duke University 2010 — 2012
MPP, Social Policy
University of Notre Dame 2003 — 2007
BA, Economics, Sociology
Northwestern University September 2012 - Present
Huron Consulting Group May 2012 - September 2012
North Carolina Department of Public Instruction May 2011 - August 2011
Action for Children November 2010 - May 2011
Huron Consulting Group January 2010 - July 2010
Huron Consulting Group September 2007 - December 2009
Scottrade January 2006 - May 2007
DJ. Mosier Financial Services May 2006 - August 2006
Skills
Data Analysis, Statistics, Economics, Microsoft Excel, Budgets, Valuation, Quantitative Analytics, Stata, Policy Analysis, Research, Financial Modeling, Financial Analysis, Public Policy, Leadership, Policy
Education
Northwestern University 2012 — 2017
Doctor of Philosophy (Ph.D.), Human Development and Social Policy
Duke University 2010 — 2012
MPP, Social Policy
University of Notre Dame 2003 — 2007
BA, Economics, Sociology
Justin Ogden's Scottrade Experience February 2009 - Present
Job CinematographerPhotographer, Video Memories Pro.comcreative ideas for the 21st century.
Industry Media Production
Experience
St louis Videographers Association January 2012 - Present
Scottrade February 2009 - Present
Video Memories Pro.com 2002 - Present
St. Louis Videographers Association January 2011 - December 2011
St. Louis Videographers Association January 2010 - December 2010
St. Louis Videographers Association January 2009 - December 2009
St. Louis Videographers Association January 2006 - December 2008
Skills
Video Editing, Photo Editing, Moving Photo Montages, Video Production, weddings, Live Events, Post Production, Data Center, Visio, Digital Photography, Film Production, Videography, Editing, Photography, Camera, Film, Web Video, Adobe Creative Suite
Education
Southwestern Baptist Theological Seminary
MA, Religous Education/Youth Ministry
St Louis Community College
CCNA/CCNP, Cisco Networking
Eastern Kentucky University
BA, Broadcast Production
St louis Videographers Association January 2012 - Present
Scottrade February 2009 - Present
Video Memories Pro.com 2002 - Present
St. Louis Videographers Association January 2011 - December 2011
St. Louis Videographers Association January 2010 - December 2010
St. Louis Videographers Association January 2009 - December 2009
St. Louis Videographers Association January 2006 - December 2008
Skills
Video Editing, Photo Editing, Moving Photo Montages, Video Production, weddings, Live Events, Post Production, Data Center, Visio, Digital Photography, Film Production, Videography, Editing, Photography, Camera, Film, Web Video, Adobe Creative Suite
Education
Southwestern Baptist Theological Seminary
MA, Religous Education/Youth Ministry
St Louis Community College
CCNA/CCNP, Cisco Networking
Eastern Kentucky University
BA, Broadcast Production
Ted Scott's Scottrade Experience August 2014 - Present
Job Network Security Engineer at Scottrade
Industry Computer Networking
Experience
Scottrade August 2014 - Present
Scottrade September 2008 - Present
Best Buy 2007 - 2008
Walmart 2004 - 2007
Express Scripts 2001 - 2004
Missouri Department of Corrections 1993 - 1999
U.S. Coast Guard 1989 - 1991
Skills
Disaster Recovery, Troubleshooting, Security, VMware, Servers, Active Directory, Windows Server, DNS, Information Security, Computer Hardware, System Administration, Data Center, Cisco Technologies, Virtualization, Windows, Vulnerability Assessment, Software Documentation, Windows 7, Networking, CISSP, Computer Security, Microsoft Exchange, SharePoint, Network Security, Firewalls, Leadership, Management
Education
Missouri State University 1991 — 1993
Psychology, Criminology
Drury University 1987 — 1989
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Scottrade August 2014 - Present
Scottrade September 2008 - Present
Best Buy 2007 - 2008
Walmart 2004 - 2007
Express Scripts 2001 - 2004
Missouri Department of Corrections 1993 - 1999
U.S. Coast Guard 1989 - 1991
Skills
Disaster Recovery, Troubleshooting, Security, VMware, Servers, Active Directory, Windows Server, DNS, Information Security, Computer Hardware, System Administration, Data Center, Cisco Technologies, Virtualization, Windows, Vulnerability Assessment, Software Documentation, Windows 7, Networking, CISSP, Computer Security, Microsoft Exchange, SharePoint, Network Security, Firewalls, Leadership, Management
Education
Missouri State University 1991 — 1993
Psychology, Criminology
Drury University 1987 — 1989
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Cynthia Venditte's Scottrade Experience August 2011 - Present
Job Senior Instructional Designer at Scottrade
Industry E-Learning
Experience
Scottrade August 2011 - Present
Skills
Instructional Design, E-Learning, Instructor-led Training, Technical Writing, Adult Education, Dreamweaver, Higher Education, Editing, Teaching, Web Design, Captivate, Public Speaking, Training, Learning Management..., Blended Learning, Employee Training
Education
Drexel University 2007 — 2009
MS, Library & Information Science
University of Arkansas at Little Rock 1988 — 1990
MA, Rehabilitation of the Blind & Visually Impaired
Scottrade August 2011 - Present
Skills
Instructional Design, E-Learning, Instructor-led Training, Technical Writing, Adult Education, Dreamweaver, Higher Education, Editing, Teaching, Web Design, Captivate, Public Speaking, Training, Learning Management..., Blended Learning, Employee Training
Education
Drexel University 2007 — 2009
MS, Library & Information Science
University of Arkansas at Little Rock 1988 — 1990
MA, Rehabilitation of the Blind & Visually Impaired
Mark Furmanek's Scottrade Experience April 1999 - July 2010
Job Chief Operating Officer
Industry Financial Services
Experience
New Direction IRA, Inc. August 2010 - Present
Scottrade April 1999 - July 2010
DEVO Capital Management 1994 - April 1999
Skills
Series 7, Series 24, Series 6, Series 63, Series 4, Series 3, Investments, Banking, Derivatives, Financial Analysis, Equity Derivatives, Hedging
Education
Eastern Illinois University 1988 — 1992
BA, Economics
New Direction IRA, Inc. August 2010 - Present
Scottrade April 1999 - July 2010
DEVO Capital Management 1994 - April 1999
Skills
Series 7, Series 24, Series 6, Series 63, Series 4, Series 3, Investments, Banking, Derivatives, Financial Analysis, Equity Derivatives, Hedging
Education
Eastern Illinois University 1988 — 1992
BA, Economics
Leigh Hamer's Scottrade Experience April 2011 - April 2013
Job Communications & Reputation Consultant at Independent
Industry Public Relations and Communications
Experience
Independent January 2015 - Present
Nature's Variety April 2013 - January 2015
Scottrade April 2011 - April 2013
Saint Louis Art Museum October 2008 - April 2011
St. Louis Arc September 2007 - July 2008
St. Louis Business Journal January 2006 - September 2007
St. Louis Business Journal January 2005 - January 2006
Skills
Media Relations, Copy Editing, Public Relations, Copywriting, Research, Content Development, Graphic Design, Interviews, Editing, Journalism, Press Releases, Blogging, Social Media, Newsletters, Corporate Communications, Facebook, Marketing, Web Content, Internal Communications
Education
Emerson College 2002 — 2005
BS, Journalism
Independent January 2015 - Present
Nature's Variety April 2013 - January 2015
Scottrade April 2011 - April 2013
Saint Louis Art Museum October 2008 - April 2011
St. Louis Arc September 2007 - July 2008
St. Louis Business Journal January 2006 - September 2007
St. Louis Business Journal January 2005 - January 2006
Skills
Media Relations, Copy Editing, Public Relations, Copywriting, Research, Content Development, Graphic Design, Interviews, Editing, Journalism, Press Releases, Blogging, Social Media, Newsletters, Corporate Communications, Facebook, Marketing, Web Content, Internal Communications
Education
Emerson College 2002 — 2005
BS, Journalism
Rachel Naemi's Scottrade Experience April 2009 - December 2010
Job Financial Analyst at FCA, MS Candidate at University of Michigan
Industry Automotive
Experience
FCA - North America April 2015 - Present
MAHLE Behr USA February 2015 - April 2015
Daimler North America (Detroit Diesel) August 2014 - February 2015
Citibank North America October 2011 - July 2014
Choice Hotels International January 2011 - October 2011
Scottrade April 2009 - December 2010
Skills
Finance, Microsoft Excel, Financial Analysis
Education
University of Michigan-Dearborn 2014 — 2016
Master of Science (MS), Finance
Eastern Michigan University 2005 — 2010
Bachelor of Business Administration, Finance & Marketing, Dual Major
FCA - North America April 2015 - Present
MAHLE Behr USA February 2015 - April 2015
Daimler North America (Detroit Diesel) August 2014 - February 2015
Citibank North America October 2011 - July 2014
Choice Hotels International January 2011 - October 2011
Scottrade April 2009 - December 2010
Skills
Finance, Microsoft Excel, Financial Analysis
Education
University of Michigan-Dearborn 2014 — 2016
Master of Science (MS), Finance
Eastern Michigan University 2005 — 2010
Bachelor of Business Administration, Finance & Marketing, Dual Major
Shannon Munton's Scottrade Experience September 2000 - Present
Job VP of National Service Centers at Scottrade
Industry Financial Services
Experience
Scottrade September 2000 - Present
TD Waterhouse January 1995 - August 2000
Skills
Vendor Management, Process Improvement, Business Process..., Financial Services, Cross-functional Team..., Team Leadership, Customer Service, Call Center, Team Building, Business Analysis, Customer Satisfaction, Avaya, Customer Retention, Program Management, Operations Management, Strategic Planning, Business Strategy, Series 7, Series 63, Series 24, Series 9 & 10, Analysis, Banking, CRM
Education
Drake University 1997 — 1998
Southern Illinois University, Carbondale 1987 — 1992
BS, Aviation Managment
Scottrade September 2000 - Present
TD Waterhouse January 1995 - August 2000
Skills
Vendor Management, Process Improvement, Business Process..., Financial Services, Cross-functional Team..., Team Leadership, Customer Service, Call Center, Team Building, Business Analysis, Customer Satisfaction, Avaya, Customer Retention, Program Management, Operations Management, Strategic Planning, Business Strategy, Series 7, Series 63, Series 24, Series 9 & 10, Analysis, Banking, CRM
Education
Drake University 1997 — 1998
Southern Illinois University, Carbondale 1987 — 1992
BS, Aviation Managment
Bob Neubeck's Scottrade Experience January 2006 - Present
Job Branch manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - Present
Charles Schwab March 1995 - January 2006
Skills
Budgets, Portfolio Management, Mortgage Lending, Loans, Strategic Planning, Program Management, Time Management, Series 63, Investments, Customer Service, Leadership, Banking, Series 7, Mutual Funds, Retail Banking
Education
DePaul University
Scottrade January 2006 - Present
Charles Schwab March 1995 - January 2006
Skills
Budgets, Portfolio Management, Mortgage Lending, Loans, Strategic Planning, Program Management, Time Management, Series 63, Investments, Customer Service, Leadership, Banking, Series 7, Mutual Funds, Retail Banking
Education
DePaul University
Maria Ledesma Francois's Scottrade Experience February 2012 - April 2013
Job QA Test Lead Consultant
Industry Information Technology and Services
Experience
Nestlé Purina North America April 2013 - Present
Scottrade February 2012 - April 2013
Nestle Purina March 2009 - February 2012
ESPN August 2008 - December 2008
Nestlé Purina North America May 2007 - July 2008
Kforce June 2004 - December 2006
BPI Information Systems October 1999 - June 2004
Skills
Testing, Agile Methodologies, Automation, Quality Assurance, Quality Center, Requirements Analysis, SDLC, Software Quality..., Test Automation, Test Planning, Business Analysis, Integration, Regression Testing, SQL, System Testing, Test Management, HP Quality Center
Education
De La Salle University 1995 — 1999
BS Computer Science, Computer Science
Nestlé Purina North America April 2013 - Present
Scottrade February 2012 - April 2013
Nestle Purina March 2009 - February 2012
ESPN August 2008 - December 2008
Nestlé Purina North America May 2007 - July 2008
Kforce June 2004 - December 2006
BPI Information Systems October 1999 - June 2004
Skills
Testing, Agile Methodologies, Automation, Quality Assurance, Quality Center, Requirements Analysis, SDLC, Software Quality..., Test Automation, Test Planning, Business Analysis, Integration, Regression Testing, SQL, System Testing, Test Management, HP Quality Center
Education
De La Salle University 1995 — 1999
BS Computer Science, Computer Science
Victor Weller, CPA's Scottrade Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Scottrade April 2015 - Present
KPMG US October 2013 - April 2015
Federal Reserve Bank of Dallas August 2013 - October 2013
Federal Reserve Bank of Dallas August 2011 - August 2013
Orth, Chakler, Murnane & Co., CPA's 2007 - August 2011
Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment, Accounting, Banking, Risk Management, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Credit, Financial Statements, Cash Management, CPA, General Ledger, GAAP, Account Reconciliation, Finance, External Audit, Financial Risk, Due Diligence, Financial Modeling, Credit Risk, Corporate Finance, Corporate Governance, Enterprise Risk..., Credit Analysis, Accounts Receivable, Sarbanes-Oxley, Accounts Payable, Loans, Fraud, Forecasting, Strategic Financial..., US GAAP, Analysis, COSO, OFAC, Commercial Lending, Tax, Cash Flow, Fixed Assets, Portfolio Management, Bank Reconciliation, Year-end Close
Education
TAMU-Commerce 2011 — 2013
Master of Science (MS), Accounting
Florida Agricultural and Mechanical University 1999 — 2003
Bachelor of Science, Accounting
Scottrade April 2015 - Present
KPMG US October 2013 - April 2015
Federal Reserve Bank of Dallas August 2013 - October 2013
Federal Reserve Bank of Dallas August 2011 - August 2013
Orth, Chakler, Murnane & Co., CPA's 2007 - August 2011
Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment, Accounting, Banking, Risk Management, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Credit, Financial Statements, Cash Management, CPA, General Ledger, GAAP, Account Reconciliation, Finance, External Audit, Financial Risk, Due Diligence, Financial Modeling, Credit Risk, Corporate Finance, Corporate Governance, Enterprise Risk..., Credit Analysis, Accounts Receivable, Sarbanes-Oxley, Accounts Payable, Loans, Fraud, Forecasting, Strategic Financial..., US GAAP, Analysis, COSO, OFAC, Commercial Lending, Tax, Cash Flow, Fixed Assets, Portfolio Management, Bank Reconciliation, Year-end Close
Education
TAMU-Commerce 2011 — 2013
Master of Science (MS), Accounting
Florida Agricultural and Mechanical University 1999 — 2003
Bachelor of Science, Accounting
Beau Barnes's Scottrade Experience November 2011 - Present
Job Branch Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Christopher Ewens's Scottrade Experience January 2015 - Present
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Wells Fargo Advisors, LLC. June 2012 - December 2014
Tim Bailey & Associates October 2010 - December 2011
First State Financial Management October 2009 - July 2010
Edward Jones November 2006 - October 2009
Gateway Outfitters July 2004 - November 2006
Bank One January 2003 - April 2004
Skills
Management, Microsoft Office, Strategy, Investments, Customer Service, Portfolio Management
Education
Lindenwood University 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Drury University
Political Sciences
University of Missouri
Political Sciences
Scottrade January 2015 - Present
Wells Fargo Advisors, LLC. June 2012 - December 2014
Tim Bailey & Associates October 2010 - December 2011
First State Financial Management October 2009 - July 2010
Edward Jones November 2006 - October 2009
Gateway Outfitters July 2004 - November 2006
Bank One January 2003 - April 2004
Skills
Management, Microsoft Office, Strategy, Investments, Customer Service, Portfolio Management
Education
Lindenwood University 2012 — 2015
Bachelor's degree, Business Administration and Management, General
Drury University
Political Sciences
University of Missouri
Political Sciences
Colin Leow's Scottrade Experience July 2008 - January 2009
Job Student at Drake University
Industry Accounting
Experience
Scottrade July 2008 - January 2009
Education
Drake University 2005 — 2009
Scottrade July 2008 - January 2009
Education
Drake University 2005 — 2009
Mary Pervis's Scottrade Experience September 2010 - May 2014
Job Investment consultant
Industry Financial Services
Experience
Scottrade September 2010 - May 2014
Edward Jones March 2008 - September 2010
Brazos Capital Management August 1995 - August 2005
Texas Independent Bank August 1993 - August 1995
Skills
Banking, Insurance, Retirement Planning, Investments, Finance, Equities, Mutual Funds, Time Management, Retirement
Education
Dallas Baptist University 1995 — 2001
Dallas Baptist University 1994 — 2001
Bachelors, Finance
Scottrade September 2010 - May 2014
Edward Jones March 2008 - September 2010
Brazos Capital Management August 1995 - August 2005
Texas Independent Bank August 1993 - August 1995
Skills
Banking, Insurance, Retirement Planning, Investments, Finance, Equities, Mutual Funds, Time Management, Retirement
Education
Dallas Baptist University 1995 — 2001
Dallas Baptist University 1994 — 2001
Bachelors, Finance
Matthew Mohalski's Scottrade Experience 2004 - Present
Job Financial Manager
Industry Financial Services
Experience
Scottrade 2004 - Present
Scottrade 2003 - 2004
GSC Energy 2002 - 2003
River Star Group, LLC 2001 - 2002
TD Ameritrade (TD Waterhouse) 1999 - 2001
W Rodkin Companies 1998 - 1999
Pebble Beach Options at the Chicago Mercantile Exchange 1994 - 1995
Lind-Waldock at the Chicago Mercantile Exchange 1993 - 1994
Skills
Financial Analysis, Trading, Risk Management, Sales, Customer Service, Training, Mentoring, Talent Development, Team Leadership, Portfolio Management, Finance, Insurance, Investments, Investment Advisory, Management, Employee Engagement, Investment Strategies, Energy Trading, Risk Hedging, Risk Arbitrage, Regulatory Compliance, High Net Worth..., High Net Value..., Profit Maximization, Personal Financial..., Financial Management..., Public Relations, Commodity Markets, Equity Trading, Options Strategies, Banking Products, Operations Management, Leadership, Chicago Mercantile..., Trading Pit Experience, Revenue & Profit Growth, Employee Morale, Investment Advisor, Public Speaking, Presentations
Education
DePaul University
Elgin Community College
Scottrade 2004 - Present
Scottrade 2003 - 2004
GSC Energy 2002 - 2003
River Star Group, LLC 2001 - 2002
TD Ameritrade (TD Waterhouse) 1999 - 2001
W Rodkin Companies 1998 - 1999
Pebble Beach Options at the Chicago Mercantile Exchange 1994 - 1995
Lind-Waldock at the Chicago Mercantile Exchange 1993 - 1994
Skills
Financial Analysis, Trading, Risk Management, Sales, Customer Service, Training, Mentoring, Talent Development, Team Leadership, Portfolio Management, Finance, Insurance, Investments, Investment Advisory, Management, Employee Engagement, Investment Strategies, Energy Trading, Risk Hedging, Risk Arbitrage, Regulatory Compliance, High Net Worth..., High Net Value..., Profit Maximization, Personal Financial..., Financial Management..., Public Relations, Commodity Markets, Equity Trading, Options Strategies, Banking Products, Operations Management, Leadership, Chicago Mercantile..., Trading Pit Experience, Revenue & Profit Growth, Employee Morale, Investment Advisor, Public Speaking, Presentations
Education
DePaul University
Elgin Community College
Loriana Schrecengost's Scottrade Experience July 1999 - December 2003
Job Financial Services Consultant
Industry Financial Services
Experience
Home July 2008 - Present
Grace Financial Group LLC April 2008 - June 2010
Brown & Company 2004 - 2006
Scottrade July 1999 - December 2003
Skills
Series 7, Equities, Securities, Investments, Options, Fixed Income, FINRA, Series 24, Mutual Funds, Series 63, Financial Services, Retirement Planning, Wealth Management, Banking
Education
Robert Morris University 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Duquesne University 1996 — 1997
Home July 2008 - Present
Grace Financial Group LLC April 2008 - June 2010
Brown & Company 2004 - 2006
Scottrade July 1999 - December 2003
Skills
Series 7, Equities, Securities, Investments, Options, Fixed Income, FINRA, Series 24, Mutual Funds, Series 63, Financial Services, Retirement Planning, Wealth Management, Banking
Education
Robert Morris University 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Duquesne University 1996 — 1997
Colin Shea's Scottrade Experience June 2015 - Present
Job Middle Office Specialist
Industry Financial Services
Experience
Scottrade June 2015 - Present
Synchrony Financial January 2015 - June 2015
Drive Incorporated May 2014 - October 2014
Drive Incorporated April 2014 - May 2014
Wells Fargo Advisors September 2013 - April 2014
Wells Fargo Advisors July 2011 - September 2013
Wells Fargo Advisors June 2011 - July 2011
Skills
Bilingual-Spanish, Microsoft Excel, Customer Service, Analysis, Training, Outlook, Credit, Access, Business Development, Accounting, Leadership, Management, Microsoft Word, PowerPoint, Public Speaking, Sales, Interviews, Team Building, Microsoft Office, Financial Analysis, Event Planning, Time Management
Education
Emporia State University 2006 — 2010
B.I.S., Business, Sociology
Scottrade June 2015 - Present
Synchrony Financial January 2015 - June 2015
Drive Incorporated May 2014 - October 2014
Drive Incorporated April 2014 - May 2014
Wells Fargo Advisors September 2013 - April 2014
Wells Fargo Advisors July 2011 - September 2013
Wells Fargo Advisors June 2011 - July 2011
Skills
Bilingual-Spanish, Microsoft Excel, Customer Service, Analysis, Training, Outlook, Credit, Access, Business Development, Accounting, Leadership, Management, Microsoft Word, PowerPoint, Public Speaking, Sales, Interviews, Team Building, Microsoft Office, Financial Analysis, Event Planning, Time Management
Education
Emporia State University 2006 — 2010
B.I.S., Business, Sociology
Jessica Shew's Scottrade Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Scottrade July 2015 - Present
Scottrade April 2013 - Present
Scottrade February 2006 - Present
Scottrade February 2008 - November 2011
Scottrade February 2006 - February 2008
Skills
Options, Financial Markets, Series 63, FINRA, Equity Trading, Series 7, Securities, Equities, Bloomberg, Trading, Electronic Trading, Quality Assurance, Quality Center, Software Documentation, Risk Management, Microsoft Excel, Customer Service, SQL, HP Quality Center, Agile Testing, Agile & Waterfall..., Exploratory Testing, Bonds, Testing, Trading Systems, User Acceptance Testing
Education
University of Missouri-Saint Louis 2006 — 2008
Finance
Drury University 2000 — 2002
Mathematics
Scottrade July 2015 - Present
Scottrade April 2013 - Present
Scottrade February 2006 - Present
Scottrade February 2008 - November 2011
Scottrade February 2006 - February 2008
Skills
Options, Financial Markets, Series 63, FINRA, Equity Trading, Series 7, Securities, Equities, Bloomberg, Trading, Electronic Trading, Quality Assurance, Quality Center, Software Documentation, Risk Management, Microsoft Excel, Customer Service, SQL, HP Quality Center, Agile Testing, Agile & Waterfall..., Exploratory Testing, Bonds, Testing, Trading Systems, User Acceptance Testing
Education
University of Missouri-Saint Louis 2006 — 2008
Finance
Drury University 2000 — 2002
Mathematics
Hannah Sexton's Scottrade Experience December 2010 - July 2012
Job Intern at La Femme Fashion
Industry International Affairs
Experience
Serengetee September 2013 - April 2015
La Femme Fashion December 2012 - June 2013
Scottrade December 2010 - July 2012
Oral Roberts University August 2011 - May 2012
Oral Roberts University October 2009 - May 2012
Pride Energy Co. February 2010 - December 2010
The Limited May 2010 - August 2010
Freedom Venture Group October 2008 - December 2009
Skills
Customer Service, Microsoft Office, Windows & Mac operating..., Adobe Creative Suite, Event Planning, Accounts Payable, Data Entry, Retail, Training, Accounting, Budgets, Sales, QuickBooks, Leadership, Social Media, Marketing, Recruiting, Fashion Design, Management, Business Intelligence, Business Analysis, Entrepreneurship, Fashion Shows, Awesomeness, Public Speaking, Social Networking
Education
Fashion Institute of Design & Merchandising 2012 — 2013
Apparel Industry Management, Apparel and Textile Manufacture, 4.0
Oral Roberts University 2008 — 2012
Bachelor of Science (BS), International Business, 3.65
Serengetee September 2013 - April 2015
La Femme Fashion December 2012 - June 2013
Scottrade December 2010 - July 2012
Oral Roberts University August 2011 - May 2012
Oral Roberts University October 2009 - May 2012
Pride Energy Co. February 2010 - December 2010
The Limited May 2010 - August 2010
Freedom Venture Group October 2008 - December 2009
Skills
Customer Service, Microsoft Office, Windows & Mac operating..., Adobe Creative Suite, Event Planning, Accounts Payable, Data Entry, Retail, Training, Accounting, Budgets, Sales, QuickBooks, Leadership, Social Media, Marketing, Recruiting, Fashion Design, Management, Business Intelligence, Business Analysis, Entrepreneurship, Fashion Shows, Awesomeness, Public Speaking, Social Networking
Education
Fashion Institute of Design & Merchandising 2012 — 2013
Apparel Industry Management, Apparel and Textile Manufacture, 4.0
Oral Roberts University 2008 — 2012
Bachelor of Science (BS), International Business, 3.65
Aun Rizvi's Scottrade Experience June 2009 - May 2012
Job Financial Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2012 - Present
Scottrade June 2009 - May 2012
Morgan Stanley Smith Barney July 2009 - December 2009
Ernst and Young January 2009 - March 2009
Skills
Financial Analysis, Financial Modeling, Wealth Management, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Finance, Valuation, Financial Reporting, Accounting, Forecasting, Tax, Hyperion
Education
DePaul University
Deans list
Northern Trust June 2012 - Present
Scottrade June 2009 - May 2012
Morgan Stanley Smith Barney July 2009 - December 2009
Ernst and Young January 2009 - March 2009
Skills
Financial Analysis, Financial Modeling, Wealth Management, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Finance, Valuation, Financial Reporting, Accounting, Forecasting, Tax, Hyperion
Education
DePaul University
Deans list
Raed Khawaja's Scottrade Experience June 2009 - August 2009
Job eCommerce at PepsiCo
Industry Consumer Goods
Experience
PepsiCo May 2014 - Present
PepsiCo July 2013 - May 2014
PepsiCo July 2012 - July 2013
PepsiCo July 2011 - July 2012
Bank of America Merrill Lynch January 2010 - March 2010
Scottrade June 2009 - August 2009
RNA Corporation May 2007 - October 2007
Skills
Business Planning, Management, Market Research, Forecasting, Marketing, Consumer Products, Strategy, Marketing Strategy, Leadership, Strategic Planning, FMCG, Customer Insight, E-commerce, Shopper Marketing, Business Strategy, Strategic Partnerships, People Management, Competitive Analysis, Sales Management, Channel Strategy, Business Development, Category Insights, Category Management, E-commerce Optimization, Analytics, Digital Strategy, Content Strategy, Negotiation, Client Presentation, Microsoft Excel, Microsoft Office, Analysis, Data Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science, Economics
London School of Economics and Political Science 2008 — 2008
Economics
PepsiCo May 2014 - Present
PepsiCo July 2013 - May 2014
PepsiCo July 2012 - July 2013
PepsiCo July 2011 - July 2012
Bank of America Merrill Lynch January 2010 - March 2010
Scottrade June 2009 - August 2009
RNA Corporation May 2007 - October 2007
Skills
Business Planning, Management, Market Research, Forecasting, Marketing, Consumer Products, Strategy, Marketing Strategy, Leadership, Strategic Planning, FMCG, Customer Insight, E-commerce, Shopper Marketing, Business Strategy, Strategic Partnerships, People Management, Competitive Analysis, Sales Management, Channel Strategy, Business Development, Category Insights, Category Management, E-commerce Optimization, Analytics, Digital Strategy, Content Strategy, Negotiation, Client Presentation, Microsoft Excel, Microsoft Office, Analysis, Data Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science, Economics
London School of Economics and Political Science 2008 — 2008
Economics
Jim McCaughey's Scottrade Experience August 2012 - Present
Job
Industry Financial Services
Experience
Scottrade August 2012 - Present
Morgan Stanley May 2011 - April 2012
FirstBank June 1983 - June 2003
Skills
Microsoft Office, Customer Service, Finance, Banking, Investments, Portfolio Management
Education
Drake University 1979 — 1983
Bachelor's degree, Accounting
Scottrade August 2012 - Present
Morgan Stanley May 2011 - April 2012
FirstBank June 1983 - June 2003
Skills
Microsoft Office, Customer Service, Finance, Banking, Investments, Portfolio Management
Education
Drake University 1979 — 1983
Bachelor's degree, Accounting
Asma Gandhi's Scottrade Experience November 2009 - February 2012
Job Business Analytics Manager at Leapfrog Online
Industry Financial Services
Experience
Leapfrog Online August 2015 - Present
Starcom MediaVest Group April 2014 - August 2015
Gandhi International Shipping May 2013 - June 2014
Northern Trust April 2012 - May 2013
Scottrade November 2009 - February 2012
Self Employed August 2008 - August 2011
Bukingham Pavilion Nursing Center March 2007 - June 2008
Skills
Financial Analysis, Market Research, Auditing, Financial Reporting, Analysis, Microsoft Excel, Account Reconciliation, Portfolio Management, Customer Service, Valuation, Finance, Strategic Financial..., Accounting, Forecasting, Budgets, Access, Corporate Finance, PowerPoint, Data Analysis, Microsoft Office, Management, Business Analysis, Mutual Funds, Economics, Bloomberg, Investments, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master's degree, Information Systems
DePaul University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance
Leapfrog Online August 2015 - Present
Starcom MediaVest Group April 2014 - August 2015
Gandhi International Shipping May 2013 - June 2014
Northern Trust April 2012 - May 2013
Scottrade November 2009 - February 2012
Self Employed August 2008 - August 2011
Bukingham Pavilion Nursing Center March 2007 - June 2008
Skills
Financial Analysis, Market Research, Auditing, Financial Reporting, Analysis, Microsoft Excel, Account Reconciliation, Portfolio Management, Customer Service, Valuation, Finance, Strategic Financial..., Accounting, Forecasting, Budgets, Access, Corporate Finance, PowerPoint, Data Analysis, Microsoft Office, Management, Business Analysis, Mutual Funds, Economics, Bloomberg, Investments, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master's degree, Information Systems
DePaul University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance
Kevan Fruendt's Scottrade Experience March 2015 - Present
Job Auditor
Industry Banking
Experience
Scottrade March 2015 - Present
Pulaski Bank March 2005 - March 2015
Commerce Bank February 2000 - March 2005
Skills
Accounting, Auditing, Banking, Credit, Financial Accounting, Financial Analysis, Financial Reporting, Internal Audit, Internal Controls
Education
Eastern Illinois University 1997 — 1999
BSB, Finance
Scottrade March 2015 - Present
Pulaski Bank March 2005 - March 2015
Commerce Bank February 2000 - March 2005
Skills
Accounting, Auditing, Banking, Credit, Financial Accounting, Financial Analysis, Financial Reporting, Internal Audit, Internal Controls
Education
Eastern Illinois University 1997 — 1999
BSB, Finance
Matthew Hemmie's Scottrade Experience November 2011 - Present
Job Platoon Commander at United States Marine Corps
Industry Financial Services
Experience
Scottrade November 2011 - Present
Michael G Thomas CPA PC September 2010 - May 2011
Education
Eastern Michigan University 2005 — 2010
Master's degree, Accounting
Eastern Michigan University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Scottrade November 2011 - Present
Michael G Thomas CPA PC September 2010 - May 2011
Education
Eastern Michigan University 2005 — 2010
Master's degree, Accounting
Eastern Michigan University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Aki Shimada's Scottrade Experience September 2000 - Present
Job Senior Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2000 - Present
TD Waterhouse March 1996 - September 2000
Skills
Series 7, Series 24, Series 63, Options, Securities, FINRA, Financial Markets, ETFs, Customer Service, Microsoft Excel, Stocks, Retirement Planning, Bonds, Financial Services, Equities, Trading
Education
West Chester University of Pennsylvania 1993 — 1995
Bachelor of Science, Finance
Drexel University 1988 — 1992
Scottrade September 2000 - Present
TD Waterhouse March 1996 - September 2000
Skills
Series 7, Series 24, Series 63, Options, Securities, FINRA, Financial Markets, ETFs, Customer Service, Microsoft Excel, Stocks, Retirement Planning, Bonds, Financial Services, Equities, Trading
Education
West Chester University of Pennsylvania 1993 — 1995
Bachelor of Science, Finance
Drexel University 1988 — 1992
Kyia Faison's Scottrade Experience 2010 - 2012
Job Chef, Entrepreneur and MBA
Industry Hospitality
Experience
Humana 2013 - 2014
Sur La Table 2012 - 2013
Executemps Southwest 2012 - 2013
Scottrade 2010 - 2012
Education
University of Louisville 2013 — 2014
Master of Business Administration (MBA)
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2013
Culinary Arts
Fisk University 2008 — 2012
Bachelor of Science (B.S.)
Humana 2013 - 2014
Sur La Table 2012 - 2013
Executemps Southwest 2012 - 2013
Scottrade 2010 - 2012
Education
University of Louisville 2013 — 2014
Master of Business Administration (MBA)
Le Cordon Bleu College of Culinary Arts-Scottsdale 2012 — 2013
Culinary Arts
Fisk University 2008 — 2012
Bachelor of Science (B.S.)
Jared Hemmingsen's Scottrade Experience December 2012 - Present
Job at
Industry Insurance
Experience
Scottrade December 2012 - Present
Education
Doane College 2004 — 2008
Scottrade December 2012 - Present
Education
Doane College 2004 — 2008
Mei Thoe's Scottrade Experience March 2014 - Present
Job Investment Consultant at Scottrade
Industry Investment Management
Experience
Scottrade March 2014 - Present
U.S. Trust 2000 - 2013
Skills
High Net Worth..., Wealth Management..., ETFs, Financial Markets, Options, Series 63, Investment Banking, Accounting, Management, Corporate Finance, Emerging Markets, Credit Analysis, Risk Management, Hold Series 7, Hold series 66, state insurance license
Education
Dallas Baptist University
Master of Business Administration (M.B.A.), International Business
University of North Texas
Bachelor's degree, Finance, General
Scottrade March 2014 - Present
U.S. Trust 2000 - 2013
Skills
High Net Worth..., Wealth Management..., ETFs, Financial Markets, Options, Series 63, Investment Banking, Accounting, Management, Corporate Finance, Emerging Markets, Credit Analysis, Risk Management, Hold Series 7, Hold series 66, state insurance license
Education
Dallas Baptist University
Master of Business Administration (M.B.A.), International Business
University of North Texas
Bachelor's degree, Finance, General
Sharon Henson's Scottrade Experience 1998 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade 1998 - 2012
Von Wiess Manufacturing March 1998 - November 1998
Education
East Central College
Computer Science/Accounting
Scottrade 1998 - 2012
Von Wiess Manufacturing March 1998 - November 1998
Education
East Central College
Computer Science/Accounting
Mark Canale's Scottrade Experience April 2010 - February 2015
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
JPMorgan Chase & Co. February 2015 - May 2015
Scottrade April 2010 - February 2015
optionsXpress May 2008 - April 2010
Scottrade July 2005 - May 2008
Scottrade January 2004 - May 2005
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Science (B.S.), Marketing
Elgin Community College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Streamwood High School
Charles Schwab May 2015 - Present
JPMorgan Chase & Co. February 2015 - May 2015
Scottrade April 2010 - February 2015
optionsXpress May 2008 - April 2010
Scottrade July 2005 - May 2008
Scottrade January 2004 - May 2005
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Science (B.S.), Marketing
Elgin Community College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Streamwood High School
Cody Parker's Scottrade Experience December 2014 - Present
Job Branch Intern at Scottrade
Industry Accounting
Experience
Scottrade December 2014 - Present
Procurement/Accounts Payable ETSU August 2012 - Present
Lowe's Companies, Inc. July 2014 - January 2015
Walmart December 2012 - July 2014
Education
East Tennessee State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, Senior
Scottrade December 2014 - Present
Procurement/Accounts Payable ETSU August 2012 - Present
Lowe's Companies, Inc. July 2014 - January 2015
Walmart December 2012 - July 2014
Education
East Tennessee State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, Senior
Allison Lara's Scottrade Experience December 2014 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade December 2014 - Present
Skills
Microsoft Excel, Customer Service, PowerPoint, Leadership, Finance, Investments, Research, Portfolio Management
Education
DePaul University 2014 — 2018
Bachelor of Science (B.S.), Finance, Management
Scottrade December 2014 - Present
Skills
Microsoft Excel, Customer Service, PowerPoint, Leadership, Finance, Investments, Research, Portfolio Management
Education
DePaul University 2014 — 2018
Bachelor of Science (B.S.), Finance, Management
Mohammed Yeasin's Scottrade Experience June 2014 - 2015
Job QA Engineer
Industry Information Technology and Services
Experience
Scottrade June 2014 - 2015
General Motors September 2012 - May 2014
Bank of America February 2011 - August 2012
T-Mobile July 2009 - February 2011
Skills
HP QTP, HP LoadRunner, JIRA, HP Quality Center, Visual Studio (MTM), Mantis, Test Link, HP ALM, Microsoft Excel, Microsoft SQL Server, Oracle SQL Developer, Adobe Photoshop, Adobe Illustrator, Toad, SDLC, VBScripting, Agile Methodologies, Scrum Methodologies, Waterfall Methodologies, Visual Studio, Unix, Linux, DOS, Microsoft Word, Microsoft PowerPoint
Education
CUNY New York City College of Technology 2006 — 2009
Bachelor's Degree, Communication and Media Studies
Kingsborough Community College 2003 — 2006
Associate's Degree, Associate in Applied Science
Scottrade June 2014 - 2015
General Motors September 2012 - May 2014
Bank of America February 2011 - August 2012
T-Mobile July 2009 - February 2011
Skills
HP QTP, HP LoadRunner, JIRA, HP Quality Center, Visual Studio (MTM), Mantis, Test Link, HP ALM, Microsoft Excel, Microsoft SQL Server, Oracle SQL Developer, Adobe Photoshop, Adobe Illustrator, Toad, SDLC, VBScripting, Agile Methodologies, Scrum Methodologies, Waterfall Methodologies, Visual Studio, Unix, Linux, DOS, Microsoft Word, Microsoft PowerPoint
Education
CUNY New York City College of Technology 2006 — 2009
Bachelor's Degree, Communication and Media Studies
Kingsborough Community College 2003 — 2006
Associate's Degree, Associate in Applied Science
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank