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
Alicia Llamazares Alicia Llamazares's Scottrade Experience June 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade June 2015 - Present
Scottrade March 2015 - June 2015
Apple November 2012 - May 2015
Apple September 2011 - November 2012
Macy's September 2009 - September 2011
Skills
Retail, Inventory Control, iWork, Sales, Team Leadership, Customer Service, POS, Microsoft Office, Technical Support, Shrink Management, Public Speaking, SAP, Teamwork, Cycle Counting, Process Management, Store Operations, Economics, Finance, Mac, Time Management
Education
St. Thomas University 2014 — 2015
Master of Business Administration (M.B.A.), 4.0
Florida International University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Scottrade June 2015 - Present
Scottrade March 2015 - June 2015
Apple November 2012 - May 2015
Apple September 2011 - November 2012
Macy's September 2009 - September 2011
Skills
Retail, Inventory Control, iWork, Sales, Team Leadership, Customer Service, POS, Microsoft Office, Technical Support, Shrink Management, Public Speaking, SAP, Teamwork, Cycle Counting, Process Management, Store Operations, Economics, Finance, Mac, Time Management
Education
St. Thomas University 2014 — 2015
Master of Business Administration (M.B.A.), 4.0
Florida International University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Jill Wilmas Jill Wilmas's Scottrade Experience October 2012 - May 2013
Job intern at Scottrade
Industry Marketing and Advertising
Experience
Joey B's Restaurants August 2011 - Present
The Leukemia & Lymphoma Society December 2012 - May 2013
Scottrade October 2012 - May 2013
Paddy O's April 2010 - October 2011
Fontbonne University August 2010 - August 2011
Skills
Advertising, Social Media, Social Media Marketing, Facebook, Marketing Communications, Photoshop, InDesign, Marketing, Online Advertising, Illustrator, Adobe Creative Suite, Social Networking, Sales
Education
Fontbonne University 2008 — 2013
Bachelor of Arts, Advertising
Fontbonne University 2008 — 2012
Bachelor's of Art, Advertising, Senior
Joey B's Restaurants August 2011 - Present
The Leukemia & Lymphoma Society December 2012 - May 2013
Scottrade October 2012 - May 2013
Paddy O's April 2010 - October 2011
Fontbonne University August 2010 - August 2011
Skills
Advertising, Social Media, Social Media Marketing, Facebook, Marketing Communications, Photoshop, InDesign, Marketing, Online Advertising, Illustrator, Adobe Creative Suite, Social Networking, Sales
Education
Fontbonne University 2008 — 2013
Bachelor of Arts, Advertising
Fontbonne University 2008 — 2012
Bachelor's of Art, Advertising, Senior
Franz Berdugo Franz Berdugo's Scottrade Experience July 2013 - April 2014
Job Relationship Manager Associate at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Scottrade July 2013 - April 2014
Scottrade July 2012 - July 2013
Skills
Bloomberg Terminal, Fixed Income, Customer Service, Leadership, Spanish, Teamwork, Microsoft Excel, Finance, Management, Strategic Planning, Financial Modeling
Education
Florida International University 2008 — 2013
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Citi April 2014 - Present
Scottrade July 2013 - April 2014
Scottrade July 2012 - July 2013
Skills
Bloomberg Terminal, Fixed Income, Customer Service, Leadership, Spanish, Teamwork, Microsoft Excel, Finance, Management, Strategic Planning, Financial Modeling
Education
Florida International University 2008 — 2013
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Jessica Rameau Jessica Rameau's Scottrade Experience January 2015 - Present
Job Student at Florida International University
Industry Research
Experience
RESULTS and RESULTS Educational Fund June 2015 - Present
Stemtech International, Inc. April 2015 - Present
Scottrade January 2015 - Present
Education
Florida International University
Bachelor of Arts (B.A.), Economics
Florida International University
Minor, Mathematics
RESULTS and RESULTS Educational Fund June 2015 - Present
Stemtech International, Inc. April 2015 - Present
Scottrade January 2015 - Present
Education
Florida International University
Bachelor of Arts (B.A.), Economics
Florida International University
Minor, Mathematics
Brian Snowden's Scottrade Experience January 2006 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - Present
Skills
Banking, Capital Markets, Corporate Finance, Customer Service, Financial Modeling, Financial Analysis, Financial Reporting, Financial Planning, Financial Services, Investments, Microsoft Excel, Portfolio Management, Process Improvement, Risk Management, Series 63, Series 7
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Accounting and Finance
Scottrade January 2006 - Present
Skills
Banking, Capital Markets, Corporate Finance, Customer Service, Financial Modeling, Financial Analysis, Financial Reporting, Financial Planning, Financial Services, Investments, Microsoft Excel, Portfolio Management, Process Improvement, Risk Management, Series 63, Series 7
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Accounting and Finance
Jared Dugger Jared Dugger's Scottrade Experience December 2004 - September 2007
Job FP&A, Treasury, Accounting
Industry Computer Software
Experience
Adobe February 2015 - Present
ADP AdvancedMD September 2013 - February 2015
UnitedHealth Group June 2009 - September 2013
Open Solutions May 2008 - April 2009
Wells Fargo September 2007 - January 2008
Scottrade December 2004 - September 2007
Daniel, Towle & Warkentine February 2004 - April 2005
Dugger Concrete Construction May 2003 - July 2004
Skills
Financial Modeling, Forecasting, Banking, Finance, Strategic Planning, Customer Service, Sales, Budgets, Analysis, Account Reconciliation, Microsoft Office, Risk Management, Accounting, Access, Financial Reporting, Process Improvement, Data Analysis, Microsoft Excel, Financial Analysis, Strategic Financial..., Business Analysis, Auditing, Variance Analysis, Leadership, Management, Financial Services, Training, Team Building, Financial Planning
Education
Weber State University 2009 — 2011
MBA, Business
Fresno Pacific University 2001 — 2005
Bachelor of Arts, Finance / Accounting (double)
Adobe February 2015 - Present
ADP AdvancedMD September 2013 - February 2015
UnitedHealth Group June 2009 - September 2013
Open Solutions May 2008 - April 2009
Wells Fargo September 2007 - January 2008
Scottrade December 2004 - September 2007
Daniel, Towle & Warkentine February 2004 - April 2005
Dugger Concrete Construction May 2003 - July 2004
Skills
Financial Modeling, Forecasting, Banking, Finance, Strategic Planning, Customer Service, Sales, Budgets, Analysis, Account Reconciliation, Microsoft Office, Risk Management, Accounting, Access, Financial Reporting, Process Improvement, Data Analysis, Microsoft Excel, Financial Analysis, Strategic Financial..., Business Analysis, Auditing, Variance Analysis, Leadership, Management, Financial Services, Training, Team Building, Financial Planning
Education
Weber State University 2009 — 2011
MBA, Business
Fresno Pacific University 2001 — 2005
Bachelor of Arts, Finance / Accounting (double)
Eda Ecevit's Scottrade Experience December 2011 - September 2014
Job Scrum Master / Senior Business Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade December 2011 - September 2014
Wells Fargo Advisors November 2010 - December 2011
Berlitz February 2011 - September 2011
Wachovia Securities December 2007 - January 2010
AG Edwards & Sons January 2007 - August 2007
AG Edwards & Sons October 2006 - December 2006
Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management
Education
Troy University 2002 — 2005
MBA, General Management
1996 — 2001
BS, Economics/Finance
Ankara Ataturk Anadolu Lisesi 1993 — 1995
High School, Math
Scottrade December 2011 - September 2014
Wells Fargo Advisors November 2010 - December 2011
Berlitz February 2011 - September 2011
Wachovia Securities December 2007 - January 2010
AG Edwards & Sons January 2007 - August 2007
AG Edwards & Sons October 2006 - December 2006
Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management
Education
Troy University 2002 — 2005
MBA, General Management
1996 — 2001
BS, Economics/Finance
Ankara Ataturk Anadolu Lisesi 1993 — 1995
High School, Math
Najeeb Siddiqi Najeeb Siddiqi's Scottrade Experience March 2010 - June 2011
Job Collateral Management II
Industry Information Technology and Services
Experience
Fannie Mae June 2014 - Present
Fannie Mae July 2012 - June 2014
Raytheon Intelligence and Information Systems August 2011 - March 2012
Scottrade March 2010 - June 2011
Skills
•US Citizen, •Proficient in..., •Quick learner and..., •Innovative and..., •Excellent client..., Accounting, Budgets, Customer Service, Finance, Financial Reporting, Management, Marketing, Microsoft Excel, Microsoft Word, Sales, Sales Operations, SharePoint, Telecommunications
Education
The George Washington University 2015 — 2018
Master of Business Administration (MBA), Finance
George Mason University 2007 — 2011
B.S., Finance
Fannie Mae June 2014 - Present
Fannie Mae July 2012 - June 2014
Raytheon Intelligence and Information Systems August 2011 - March 2012
Scottrade March 2010 - June 2011
Skills
•US Citizen, •Proficient in..., •Quick learner and..., •Innovative and..., •Excellent client..., Accounting, Budgets, Customer Service, Finance, Financial Reporting, Management, Marketing, Microsoft Excel, Microsoft Word, Sales, Sales Operations, SharePoint, Telecommunications
Education
The George Washington University 2015 — 2018
Master of Business Administration (MBA), Finance
George Mason University 2007 — 2011
B.S., Finance
Frances Phosarath's Scottrade Experience November 2010 - July 2014
Job Compliance Officer at Invesco
Industry Financial Services
Experience
Invesco US July 2014 - Present
Scottrade November 2010 - July 2014
Scottrade October 2009 - November 2010
Worldwide Dedicated Services July 2008 - May 2009
Skills
Investments, Finance, Microsoft Office, Series 7, CRM, Banking, Financial Analysis, Microsoft Excel, Consulting, Public Speaking, Team Leadership, Sales, Relationship Management, Outlook, Financial Markets, Securities, Asset Allocation, Data Analysis, PowerPoint, Series 63, B2B, B2C, Customer Service, Options, FINRA, Business Development, Account Management, Leadership, Sales Process, Quota Achievement, Warm Calling, Logistics, Microsoft Word, Selling, Direct Sales, Customer Satisfaction
Education
Georgia Gwinnett College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Gainesville State College 2007 — 2008
Associate of Arts (A.A.), Business Administration
Invesco US July 2014 - Present
Scottrade November 2010 - July 2014
Scottrade October 2009 - November 2010
Worldwide Dedicated Services July 2008 - May 2009
Skills
Investments, Finance, Microsoft Office, Series 7, CRM, Banking, Financial Analysis, Microsoft Excel, Consulting, Public Speaking, Team Leadership, Sales, Relationship Management, Outlook, Financial Markets, Securities, Asset Allocation, Data Analysis, PowerPoint, Series 63, B2B, B2C, Customer Service, Options, FINRA, Business Development, Account Management, Leadership, Sales Process, Quota Achievement, Warm Calling, Logistics, Microsoft Word, Selling, Direct Sales, Customer Satisfaction
Education
Georgia Gwinnett College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Gainesville State College 2007 — 2008
Associate of Arts (A.A.), Business Administration
Matthew Filepp Matthew Filepp's Scottrade Experience April 2012 - June 2013
Job Prime Brokerage Stock Loan Analyst
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
Morgan Stanley September 2013 - December 2014
Scottrade April 2012 - June 2013
Petro Plastics Company, Inc. May 2010 - January 2012
Fordham University September 2009 - May 2010
Skills
Investments, Mutual Funds, Financial Analysis, Finance, Microsoft Excel, Financial Markets, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Finance
BNP Paribas January 2015 - Present
Morgan Stanley September 2013 - December 2014
Scottrade April 2012 - June 2013
Petro Plastics Company, Inc. May 2010 - January 2012
Fordham University September 2009 - May 2010
Skills
Investments, Mutual Funds, Financial Analysis, Finance, Microsoft Excel, Financial Markets, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Finance
Albert Schmidt Albert Schmidt's Scottrade Experience May 2011 - August 2012
Job Social Media Marketing and Sales at Simmons Jewelers
Industry Marketing and Advertising
Experience
Simons Jewelers June 2013 - Present
Alpha Delta Gamma National Fraternity August 2012 - September 2013
Alpha Delta Gamma National Fraternity January 2012 - January 2013
Scottrade May 2011 - August 2012
YMCA of Greater St. Louis May 2010 - August 2010
Patients First Healthcare June 2007 - May 2008
Skills
Email Marketing, Microsoft Office, Marketing Strategy, Leadership, Event Planning, Microsoft Excel, Digital Marketing, Marketing Research, SPSS, Microsoft CRM, Adobe Creative Suite, Marketing Communications, Diamond Grading, Diamond Buying
Education
Gemological Institute of America
Graduate Gemologist, Gemology
Gemological Institute of America
Graduate Diamonds, Gemology
Saint Louis University 2009 — 2013
Bachelor of Science, Business Administration with a concentration in Marketing
Simons Jewelers June 2013 - Present
Alpha Delta Gamma National Fraternity August 2012 - September 2013
Alpha Delta Gamma National Fraternity January 2012 - January 2013
Scottrade May 2011 - August 2012
YMCA of Greater St. Louis May 2010 - August 2010
Patients First Healthcare June 2007 - May 2008
Skills
Email Marketing, Microsoft Office, Marketing Strategy, Leadership, Event Planning, Microsoft Excel, Digital Marketing, Marketing Research, SPSS, Microsoft CRM, Adobe Creative Suite, Marketing Communications, Diamond Grading, Diamond Buying
Education
Gemological Institute of America
Graduate Gemologist, Gemology
Gemological Institute of America
Graduate Diamonds, Gemology
Saint Louis University 2009 — 2013
Bachelor of Science, Business Administration with a concentration in Marketing
Rhonda Deeney Rhonda Deeney's Scottrade Experience December 2008 - June 2013
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
PNC 2014 - Present
Scottrade December 2008 - June 2013
Merrill Lynch January 1980 - October 2008
Skills
Series 7, Banking, Mutual Funds, Financial Services, Series 63, Investments, Securities, Equities, Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Retirement, Strategic Financial..., Bloomberg
Education
Lindenwood University 2009 — 2013
Bachelor of Science, Business Administration and Management, General, Magna cum Laude
Fontbonne University 2005 — 2008
Bachelor of Science (BS), Business/Corporate Communications, 4.0
Ameriprise Financial Services, Inc. February 2015 - Present
PNC 2014 - Present
Scottrade December 2008 - June 2013
Merrill Lynch January 1980 - October 2008
Skills
Series 7, Banking, Mutual Funds, Financial Services, Series 63, Investments, Securities, Equities, Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Retirement, Strategic Financial..., Bloomberg
Education
Lindenwood University 2009 — 2013
Bachelor of Science, Business Administration and Management, General, Magna cum Laude
Fontbonne University 2005 — 2008
Bachelor of Science (BS), Business/Corporate Communications, 4.0
Anthony Gazivoda Anthony Gazivoda's Scottrade Experience November 2010 - September 2011
Job AML/Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Morgan Stanley January 2012 - February 2013
Scottrade November 2010 - September 2011
Education
Fordham University 2007 — 2011
B.S., Finance & Economics
Archbishop Stepinac H.S. 2003 — 2007
Regents Diploma
Morgan Stanley February 2013 - Present
Morgan Stanley January 2012 - February 2013
Scottrade November 2010 - September 2011
Education
Fordham University 2007 — 2011
B.S., Finance & Economics
Archbishop Stepinac H.S. 2003 — 2007
Regents Diploma
Bill Tracy's Scottrade Experience August 2015 - Present
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade August 2015 - Present
RaveHealth LLC November 2012 - Present
Wooden homes inc January 2009 - January 2011
Skills
Program Management, Customer Relations, Consultancy, Technical Analysis, Social Media Marketing, Social Networking, Labor, Customer Service, Hospitality, Management, Social Media, Training, Team Building, Start-ups, Entrepreneurship, Leadership, Team Leadership, Creative Direction, Marketing, Public Speaking, Business Development, Microsoft Office, Strategic Planning
Education
Florida Gulf Coast University 2014 — 2017
Bachelor's Degree, Investments and Securities
University of South Florida-St. Petersburg Campus 2012 — 2014
Synthetic Biology & Entrepreneurship, Entrepreneurial and Small Business Operations
Barron collier high 2008 — 2012
Scottrade August 2015 - Present
RaveHealth LLC November 2012 - Present
Wooden homes inc January 2009 - January 2011
Skills
Program Management, Customer Relations, Consultancy, Technical Analysis, Social Media Marketing, Social Networking, Labor, Customer Service, Hospitality, Management, Social Media, Training, Team Building, Start-ups, Entrepreneurship, Leadership, Team Leadership, Creative Direction, Marketing, Public Speaking, Business Development, Microsoft Office, Strategic Planning
Education
Florida Gulf Coast University 2014 — 2017
Bachelor's Degree, Investments and Securities
University of South Florida-St. Petersburg Campus 2012 — 2014
Synthetic Biology & Entrepreneurship, Entrepreneurial and Small Business Operations
Barron collier high 2008 — 2012
Javier Ubeda Javier Ubeda's Scottrade Experience October 2012 - November 2013
Job Banking
Industry Banking
Experience
HSBC Private Bank June 2015 - August 2015
Santander Private Banking International November 2013 - September 2014
Scottrade October 2012 - November 2013
ACCENT Marketing July 2012 - August 2012
Education
Florida International University
Bachelor of Arts (B.A.), Economics
Institut Catholique de Paris
1 Year Diploma of French Language Studies
College International de Cannes
French Summer Diploma
Valley Forge Military Academy
High School
HSBC Private Bank June 2015 - August 2015
Santander Private Banking International November 2013 - September 2014
Scottrade October 2012 - November 2013
ACCENT Marketing July 2012 - August 2012
Education
Florida International University
Bachelor of Arts (B.A.), Economics
Institut Catholique de Paris
1 Year Diploma of French Language Studies
College International de Cannes
French Summer Diploma
Valley Forge Military Academy
High School
Joseph Outland's Scottrade Experience March 2011 - September 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Asset Financial Recovery January 2012 - January 2013
Scottrade March 2011 - September 2012
SteelPivot Inc January 2011 - January 2012
Sprint Nextel Corporation January 2009 - January 2011
Education
Georgia State University 2010 — 2014
Bachelor, Finance
Asset Financial Recovery January 2012 - January 2013
Scottrade March 2011 - September 2012
SteelPivot Inc January 2011 - January 2012
Sprint Nextel Corporation January 2009 - January 2011
Education
Georgia State University 2010 — 2014
Bachelor, Finance
Thomas Dobbins Thomas Dobbins's Scottrade Experience January 2010 - May 2011
Job Financial Analyst at SMP
Industry Automotive
Experience
Standard Motor Products June 2011 - Present
Scottrade January 2010 - May 2011
Wells Fargo Advisors October 2008 - January 2010
Enterprise Rent-A-Car June 2009 - August 2009
O'Connor Davies Munns & Dobbins, LLP June 2006 - August 2006
Skills
Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Public Accounting
Fordham University 2007 — 2011
BS, Finance
Fordham Preparatory School 2003 — 2007
Standard Motor Products June 2011 - Present
Scottrade January 2010 - May 2011
Wells Fargo Advisors October 2008 - January 2010
Enterprise Rent-A-Car June 2009 - August 2009
O'Connor Davies Munns & Dobbins, LLP June 2006 - August 2006
Skills
Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Public Accounting
Fordham University 2007 — 2011
BS, Finance
Fordham Preparatory School 2003 — 2007
Michael Gilmore Michael Gilmore's Scottrade Experience August 2010 - May 2012
Job Senior Analyst at Icon Media Direct
Industry Marketing and Advertising
Experience
Icon Media Direct August 2014 - Present
Georgetown University August 2013 - August 2014
Provident Funding Associates July 2012 - July 2013
Sara Williams & Associates May 2012 - December 2012
Scottrade August 2010 - May 2012
Saint Mary’s College of California August 2008 - August 2010
Skills
Economics, Data Analysis, Research, Quantitative Analytics, Finance, SPSS, Microsoft Excel, Quantitative Research, Stata, Marketing, Analysis, SYSTAT, Statistical Modeling, Market Research, Economic Forecasting, SAS, Econometric Modeling, Time Series Analysis, Mortgage Lending, R, RESPA, Risk Management, Statistics, Financial Modeling, Qualitative Research, Critical Thinking, Regression Analysis, Logistic Regression, Data Modeling, Cost Benefit, Economic Modeling, Economic Research, Instrument Validation, ARIMA, Econometrics, HAMP, Loss Mitigation, Microsoft Office, Microeconomics, Linear Regression, Forecasting, Analytics
Education
Georgetown University 2013 — 2014
Master of Arts, Applied Economics
St. Mary's College of California 2008 — 2012
Bachelor's Degree, Economics
Icon Media Direct August 2014 - Present
Georgetown University August 2013 - August 2014
Provident Funding Associates July 2012 - July 2013
Sara Williams & Associates May 2012 - December 2012
Scottrade August 2010 - May 2012
Saint Mary’s College of California August 2008 - August 2010
Skills
Economics, Data Analysis, Research, Quantitative Analytics, Finance, SPSS, Microsoft Excel, Quantitative Research, Stata, Marketing, Analysis, SYSTAT, Statistical Modeling, Market Research, Economic Forecasting, SAS, Econometric Modeling, Time Series Analysis, Mortgage Lending, R, RESPA, Risk Management, Statistics, Financial Modeling, Qualitative Research, Critical Thinking, Regression Analysis, Logistic Regression, Data Modeling, Cost Benefit, Economic Modeling, Economic Research, Instrument Validation, ARIMA, Econometrics, HAMP, Loss Mitigation, Microsoft Office, Microeconomics, Linear Regression, Forecasting, Analytics
Education
Georgetown University 2013 — 2014
Master of Arts, Applied Economics
St. Mary's College of California 2008 — 2012
Bachelor's Degree, Economics
Alexandra Dupont Alexandra Dupont's Scottrade Experience February 2013 - May 2013
Job Realtor
Industry Real Estate
Experience
Dupont Real estate August 2013 - Present
DeBianchi Real Estate June 2014 - October 2014
Scottrade February 2013 - May 2013
SAVINO DEL BENE FREIGHT FORWARDERS November 2012 - January 2013
Skills
Microsoft Office, Determination, Teamwork, tri-lingual, PowerPoint, Exceptionally well..., Cross-cultural..., Social Media, Multilingual, Microsoft Word, Facebook, Event Planning, Market Research, Outlook, Leadership, Public Speaking, Social Networking, Spanish, Access, English, Microsoft Excel, Social Media Marketing, Time Management, Accounting, Team Leadership, Marketing, Sales, Data Analysis, Accounts Payable, Analysis, Customer Service, Financial Analysis, Marketing Management, Training, International Business, Inventory Management, French, Public Relations, Negotiation, Marketing Communications, Forecasting, Research, Budgets, Marketing Strategy, Retail, Logistics, Team Building, Real Estate, Finance, Management
Education
Florida International University 2011 — 2015
Bachelor of Business Administration (BBA), International Business and finance
Dupont Real estate August 2013 - Present
DeBianchi Real Estate June 2014 - October 2014
Scottrade February 2013 - May 2013
SAVINO DEL BENE FREIGHT FORWARDERS November 2012 - January 2013
Skills
Microsoft Office, Determination, Teamwork, tri-lingual, PowerPoint, Exceptionally well..., Cross-cultural..., Social Media, Multilingual, Microsoft Word, Facebook, Event Planning, Market Research, Outlook, Leadership, Public Speaking, Social Networking, Spanish, Access, English, Microsoft Excel, Social Media Marketing, Time Management, Accounting, Team Leadership, Marketing, Sales, Data Analysis, Accounts Payable, Analysis, Customer Service, Financial Analysis, Marketing Management, Training, International Business, Inventory Management, French, Public Relations, Negotiation, Marketing Communications, Forecasting, Research, Budgets, Marketing Strategy, Retail, Logistics, Team Building, Real Estate, Finance, Management
Education
Florida International University 2011 — 2015
Bachelor of Business Administration (BBA), International Business and finance
Jesse Giles Jesse Giles's Scottrade Experience March 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Cassaundra (Sigaran) Moore's Scottrade Experience February 2013 - August 2013
Job Director of New Media Strategy at Washington University in St. Louis
Industry Financial Services
Experience
Washington University in St. Louis September 2013 - Present
Scottrade February 2013 - August 2013
Scottrade April 2012 - February 2013
Scottrade May 2010 - April 2012
Scottrade January 2010 - May 2010
Talbots May 2007 - January 2009
Gap Inc./Banana Republic May 2002 - May 2007
Skills
Communication Strategy, Social Networking, Project Management, Event Management, Creative Strategy, Social Media, Community Engagement, Customer Engagement, Speaking Engagements, Engagement, Blogging, Online Communities, Social Media Marketing, Event Planning, Corporate Communications, Community Management, Customer Relations, Customer Experience, Customer Service, Public Speaking, Strategic Communications, Strategy, Community Sites, Content Management, Leadership, Sales, Editing, Content Strategy, Creative Direction, Email Marketing, Online Marketing, Facebook, Strategic Planning, Digital Marketing, Online Advertising, Marketing Communications, Social Media Measurement, SEO, Web Analytics, Internal Communications, Google Analytics, Web Content Management, Digital Strategy, Brand Awareness, Mobile Marketing, Direct Marketing, Integrated Marketing
Education
Fontbonne University 2008 — 2011
B.A, Corporate Communications
Washington University in St. Louis September 2013 - Present
Scottrade February 2013 - August 2013
Scottrade April 2012 - February 2013
Scottrade May 2010 - April 2012
Scottrade January 2010 - May 2010
Talbots May 2007 - January 2009
Gap Inc./Banana Republic May 2002 - May 2007
Skills
Communication Strategy, Social Networking, Project Management, Event Management, Creative Strategy, Social Media, Community Engagement, Customer Engagement, Speaking Engagements, Engagement, Blogging, Online Communities, Social Media Marketing, Event Planning, Corporate Communications, Community Management, Customer Relations, Customer Experience, Customer Service, Public Speaking, Strategic Communications, Strategy, Community Sites, Content Management, Leadership, Sales, Editing, Content Strategy, Creative Direction, Email Marketing, Online Marketing, Facebook, Strategic Planning, Digital Marketing, Online Advertising, Marketing Communications, Social Media Measurement, SEO, Web Analytics, Internal Communications, Google Analytics, Web Content Management, Digital Strategy, Brand Awareness, Mobile Marketing, Direct Marketing, Integrated Marketing
Education
Fontbonne University 2008 — 2011
B.A, Corporate Communications
Jennifer Myers Jennifer Myers's Scottrade Experience July 2013 - Present
Job VP Sales Strategy & Implementation at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
TD Ameritrade July 2011 - July 2013
TD Ameritrade April 2004 - September 2011
Skills
Uniform Combined State..., Series 7, Series 24, Investments, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Series 65, Sales Management, ETFs, Wealth Management, FINRA, Securities, Retirement Planning, Risk Management, Trading
Education
The George Washington University 1995 — 2000
Bachelors, Business- Finance
Florida International University 2006 — 2007
Masters, Finance & Risk Management
Scottrade July 2013 - Present
TD Ameritrade July 2011 - July 2013
TD Ameritrade April 2004 - September 2011
Skills
Uniform Combined State..., Series 7, Series 24, Investments, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Series 65, Sales Management, ETFs, Wealth Management, FINRA, Securities, Retirement Planning, Risk Management, Trading
Education
The George Washington University 1995 — 2000
Bachelors, Business- Finance
Florida International University 2006 — 2007
Masters, Finance & Risk Management
Peter G. Simko's Scottrade Experience 2004 - 2008
Job Vice President at TD
Industry Banking
Experience
TD September 2011 - Present
Center Exchange Associates 2009 - 2012
Scottrade 2004 - 2008
TD Waterhouse, Inc. (TD Ameritrade) 1999 - 2004
Skills
Investments, Real Estate, Insurance, Banking, Loans, Portfolio Management, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Commercial Lending, Wealth Management, Mutual Funds, Financial Modeling, Asset Management, Short Sales, Underwriting, Corporate Finance, Strategic Financial..., Equities, Finance, Small Business Lending, Financial Risk, Securities, Financial Analysis, Investment Advisory, Risk Management, Loan Origination, Financial Services, Fixed Income, Capital Markets, Bonds, Retail Banking, Financial Planning
Education
Framingham State College 1994 — 1998
Bachelor of Arts (B.A.), Economics and Finance
HHS
HHS
Institute of Business & Finance
CFS, Certified Fund Specialist
TD September 2011 - Present
Center Exchange Associates 2009 - 2012
Scottrade 2004 - 2008
TD Waterhouse, Inc. (TD Ameritrade) 1999 - 2004
Skills
Investments, Real Estate, Insurance, Banking, Loans, Portfolio Management, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Commercial Lending, Wealth Management, Mutual Funds, Financial Modeling, Asset Management, Short Sales, Underwriting, Corporate Finance, Strategic Financial..., Equities, Finance, Small Business Lending, Financial Risk, Securities, Financial Analysis, Investment Advisory, Risk Management, Loan Origination, Financial Services, Fixed Income, Capital Markets, Bonds, Retail Banking, Financial Planning
Education
Framingham State College 1994 — 1998
Bachelor of Arts (B.A.), Economics and Finance
HHS
HHS
Institute of Business & Finance
CFS, Certified Fund Specialist
Ricky Montero Ricky Montero's Scottrade Experience August 2013 - June 2014
Job Sales Optimization Analyst at The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp.
Industry Gambling & Casinos
Experience
The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp. January 2015 - Present
SLS Las Vegas August 2014 - January 2015
Scottrade August 2013 - June 2014
Henry Quintana Realty August 2011 - August 2013
Countywide Appraisers March 2010 - July 2011
Skills
Real Estate, Contract Negotiation, Investors, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Marketing Strategy, Income Properties, Sellers, Buyer Representation, Commercial Real Estate, Technology, Social Networking, Fishing, Residential Homes, Social Media, Advertising, Real Estate License, Wordpress, Ingenuity, Social Skills, Bilingual, Soccer, Financial Analysis, Financial Modeling, Bloomberg Terminal, Bloomberg, WordPress, Research, Customer Service, Social Media Marketing, Microsoft Office, Public Speaking
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance & Economics, GPA - 3.56
Palmer Trinity School 2007 — 2009
High School, High School/Secondary Diplomas and Certificates
The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp. January 2015 - Present
SLS Las Vegas August 2014 - January 2015
Scottrade August 2013 - June 2014
Henry Quintana Realty August 2011 - August 2013
Countywide Appraisers March 2010 - July 2011
Skills
Real Estate, Contract Negotiation, Investors, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Marketing Strategy, Income Properties, Sellers, Buyer Representation, Commercial Real Estate, Technology, Social Networking, Fishing, Residential Homes, Social Media, Advertising, Real Estate License, Wordpress, Ingenuity, Social Skills, Bilingual, Soccer, Financial Analysis, Financial Modeling, Bloomberg Terminal, Bloomberg, WordPress, Research, Customer Service, Social Media Marketing, Microsoft Office, Public Speaking
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance & Economics, GPA - 3.56
Palmer Trinity School 2007 — 2009
High School, High School/Secondary Diplomas and Certificates
Scott Kane Scott Kane's Scottrade Experience December 2013 - Present
Job Assistant Vice President of Development at Scottrade
Industry Computer Software
Experience
Scottrade December 2013 - Present
St. Louis Community College August 2006 - Present
Scottrade November 2008 - December 2013
Mobile Armor August 2008 - November 2008
Thomson Reuters 2004 - 2008
Mitchell Humphrey 1995 - 2004
Microsoft November 1994 - October 1995
Mitchell Humphrey December 1991 - November 1994
Polygon, Inc 1987 - 1991
Skills
XML, C++, Visual Studio, Databases, Java, SQL, Agile Methodologies, Management, C#, Testing, SharePoint, MySQL, Visual Basic, Servers, Project Planning, Software Project..., Linux, Visio, ASP.NET, SDLC, HTML, Software Development, CSS, Business Analysis, Leadership, Microsoft SQL Server, Requirements Analysis, Unix, Integration
Education
Fontbonne University 1982 — 1986
BS, Computer Science
Scottrade December 2013 - Present
St. Louis Community College August 2006 - Present
Scottrade November 2008 - December 2013
Mobile Armor August 2008 - November 2008
Thomson Reuters 2004 - 2008
Mitchell Humphrey 1995 - 2004
Microsoft November 1994 - October 1995
Mitchell Humphrey December 1991 - November 1994
Polygon, Inc 1987 - 1991
Skills
XML, C++, Visual Studio, Databases, Java, SQL, Agile Methodologies, Management, C#, Testing, SharePoint, MySQL, Visual Basic, Servers, Project Planning, Software Project..., Linux, Visio, ASP.NET, SDLC, HTML, Software Development, CSS, Business Analysis, Leadership, Microsoft SQL Server, Requirements Analysis, Unix, Integration
Education
Fontbonne University 1982 — 1986
BS, Computer Science
Valerio Morano Sagliocco Valerio Morano Sagliocco's Scottrade Experience January 2005 - August 2006
Job Director, Project Manager at Morano Landscape, Managing Partner at Ridgeway Garden Center
Industry Construction
Experience
Lago Ristorante & Wine Bar January 2015 - Present
Ridgeway Garden Center February 2012 - Present
Morano Landscape Garden Designs Ltd. January 2002 - Present
Scottrade January 2005 - August 2006
Skills
Budgets, Business Strategy, Construction, Contract Negotiation, Customer Service, Financial Analysis, Investments, Management, Microsoft Excel, Microsoft Office, Project Management, Project Planning, Real Estate, Retail, Strategic Planning
Education
Fordham University 2002 — 2006
Finance, Management, int'l business
Lago Ristorante & Wine Bar January 2015 - Present
Ridgeway Garden Center February 2012 - Present
Morano Landscape Garden Designs Ltd. January 2002 - Present
Scottrade January 2005 - August 2006
Skills
Budgets, Business Strategy, Construction, Contract Negotiation, Customer Service, Financial Analysis, Investments, Management, Microsoft Excel, Microsoft Office, Project Management, Project Planning, Real Estate, Retail, Strategic Planning
Education
Fordham University 2002 — 2006
Finance, Management, int'l business
Jason Hester's Scottrade Experience August 2013 - July 2015
Job Wealth Manager at Griggers Wealth Management / LPL Financial
Industry Financial Services
Experience
Griggers Wealth Management July 2015 - Present
Scottrade August 2013 - July 2015
Scottrade June 2009 - August 2013
Lincoln Financial Advisors September 2008 - April 2009
Etrade Financial May 2007 - May 2008
Reliance Trust September 2006 - May 2007
Edward Jones June 2004 - September 2006
Skills
Investments, Mutual Funds, Securities, Series 7, Finance, Series 63, Equities, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Financial Planning, FINRA, Uniform Combined State...
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
South Georgia College 1999 — 2001
Associate's, Business Administration
Griggers Wealth Management July 2015 - Present
Scottrade August 2013 - July 2015
Scottrade June 2009 - August 2013
Lincoln Financial Advisors September 2008 - April 2009
Etrade Financial May 2007 - May 2008
Reliance Trust September 2006 - May 2007
Edward Jones June 2004 - September 2006
Skills
Investments, Mutual Funds, Securities, Series 7, Finance, Series 63, Equities, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Financial Planning, FINRA, Uniform Combined State...
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
South Georgia College 1999 — 2001
Associate's, Business Administration
Josh Biedermann Josh Biedermann's Scottrade Experience November 2010 - March 2013
Job Helpdesk Engineer at EPS Networks
Industry Information Technology and Services
Experience
EPS Networks March 2013 - Present
Scottrade November 2010 - March 2013
Scottrade July 2008 - November 2010
Scottrade July 2007 - July 2008
Skills
Scripting, Account Management, Technical Support, Windows Server, Training, Troubleshooting, Active Directory, Help Desk Support, Security, Powershell, Management, Group Policy, Windows 7, Windows XP, DNS, Microsoft Exchange, Citrix, Disaster Recovery, System Administration
Education
Full Sail University
EPS Networks March 2013 - Present
Scottrade November 2010 - March 2013
Scottrade July 2008 - November 2010
Scottrade July 2007 - July 2008
Skills
Scripting, Account Management, Technical Support, Windows Server, Training, Troubleshooting, Active Directory, Help Desk Support, Security, Powershell, Management, Group Policy, Windows 7, Windows XP, DNS, Microsoft Exchange, Citrix, Disaster Recovery, System Administration
Education
Full Sail University
Victor Cortes Victor Cortes's Scottrade Experience 2010 - 2012
Job Helping Professionals with their Insurance and Investment Needs
Industry Financial Services
Experience
Ameritas 2012 - Present
Merrill Lynch February 2011 - August 2012
Scottrade 2010 - 2012
Skills
Series 7, Investments, Portfolio Management, Financial Analysis, Bloomberg, Risk Management, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Licensed Life & Health..., Variable Products
Education
Florida International University
Bachelor's degree, Finance, General
Ameritas 2012 - Present
Merrill Lynch February 2011 - August 2012
Scottrade 2010 - 2012
Skills
Series 7, Investments, Portfolio Management, Financial Analysis, Bloomberg, Risk Management, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Licensed Life & Health..., Variable Products
Education
Florida International University
Bachelor's degree, Finance, General
Jamal Carnette's Scottrade Experience April 2008 - August 2012
Job Independent Contractor, Tech and Telecom Specialist at The Motley Fool
Industry Financial Services
Experience
The Motley Fool August 2014 - Present
The Motley Fool August 2012 - August 2014
Scottrade April 2008 - August 2012
Edward Jones July 2007 - March 2008
Navy Federal Credit Union May 2006 - July 2007
Skills
Series 7, Series 66, Microsoft Excel, PeopleSoft, Mortgage Lending, Banking, Microsoft Office, Credit, Bloomberg Terminal, Reuters, Asset Managment, Uniform Combined State..., Asset Management, Finance, Fixed Income, Equities, Bloomberg, Financial Modeling, Risk Management, Derivatives, Options, Financial Analysis, SharePoint, Securities, Equity Research, Mutual Funds, Financial Markets, Investments, Portfolio Management, Valuation
Education
2016 Level III Candidate in the CFA Program
George Mason University
Bachelor’s Degree, Finance, General, 3.5 Completed
The Motley Fool August 2014 - Present
The Motley Fool August 2012 - August 2014
Scottrade April 2008 - August 2012
Edward Jones July 2007 - March 2008
Navy Federal Credit Union May 2006 - July 2007
Skills
Series 7, Series 66, Microsoft Excel, PeopleSoft, Mortgage Lending, Banking, Microsoft Office, Credit, Bloomberg Terminal, Reuters, Asset Managment, Uniform Combined State..., Asset Management, Finance, Fixed Income, Equities, Bloomberg, Financial Modeling, Risk Management, Derivatives, Options, Financial Analysis, SharePoint, Securities, Equity Research, Mutual Funds, Financial Markets, Investments, Portfolio Management, Valuation
Education
2016 Level III Candidate in the CFA Program
George Mason University
Bachelor’s Degree, Finance, General, 3.5 Completed
Edward Kearney Edward Kearney's Scottrade Experience November 2013 - January 2014
Job Executive Team Leader at Target
Industry Marketing and Advertising
Experience
Target 2015 - Present
Aurora Cineplex May 2011 - August 2014
Huddle, Inc. May 2014 - July 2014
Scottrade November 2013 - January 2014
Georgia Southern University Golf Course August 2013 - November 2013
Skills
Marketing, Marketing Strategy, Customer Service, Sports, Public Speaking, Team Building, Writing, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Social Networking, Communication, Research, Time Management
Education
Georgia Southern University 2011 — 2015
BS in Marketing, Marketing/Management
St. Hugh's College, Oxford University
English Civil War, The Royal Family
Target 2015 - Present
Aurora Cineplex May 2011 - August 2014
Huddle, Inc. May 2014 - July 2014
Scottrade November 2013 - January 2014
Georgia Southern University Golf Course August 2013 - November 2013
Skills
Marketing, Marketing Strategy, Customer Service, Sports, Public Speaking, Team Building, Writing, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Social Networking, Communication, Research, Time Management
Education
Georgia Southern University 2011 — 2015
BS in Marketing, Marketing/Management
St. Hugh's College, Oxford University
English Civil War, The Royal Family
DeAnna Trinh's Scottrade Experience July 2010 - September 2013
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade July 2010 - September 2013
Tijuana Joe's July 2009 - July 2010
Nail Art & Tanning July 2008 - July 2010
Skills
Microsoft Excel, Leadership, Finance, Customer Service, Portfolio Management, Time Management, Teamwork, Banking, Economics, Microsoft Office, Analysis, Thompson One, Spanish
Education
Georgia State University 2008 — 2015
Bachelor's of Science in Economics, Economics and Mathematics
Georgia Institute of Technology 2008 — 2009
Air Force Reserve Officer Training Corps, Excellence Core Values
Scottrade July 2010 - September 2013
Tijuana Joe's July 2009 - July 2010
Nail Art & Tanning July 2008 - July 2010
Skills
Microsoft Excel, Leadership, Finance, Customer Service, Portfolio Management, Time Management, Teamwork, Banking, Economics, Microsoft Office, Analysis, Thompson One, Spanish
Education
Georgia State University 2008 — 2015
Bachelor's of Science in Economics, Economics and Mathematics
Georgia Institute of Technology 2008 — 2009
Air Force Reserve Officer Training Corps, Excellence Core Values
Brandy Butler Brandy Butler's Scottrade Experience September 2011 - Present
Job QA Environment Engineer
Industry Financial Services
Experience
Scottrade September 2011 - Present
Edward Jones July 2007 - Present
Edward Jones September 2000 - Present
G. Edwards October 2006 - July 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Edward Jones 2000 - 2007
Edward Jones February 2005 - October 2006
Edward Jones September 2000 - February 2005
Skills
System Testing, Test Planning, Defect Tracking, Traceability Matrix, Performance Testing
Education
Fontbonne University 2004 — 2006
Masters, Business Administration
Lincoln University (MO) 1996 — 2000
Bachelor, Computer Information Technology
Lincoln University, Jefferson
Bachelor of Science, Computer Information Systems; Business Administration
Fontbonne University
Master of Science, Business Administration
University of MO St. Louis
Scottrade September 2011 - Present
Edward Jones July 2007 - Present
Edward Jones September 2000 - Present
G. Edwards October 2006 - July 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Edward Jones 2000 - 2007
Edward Jones February 2005 - October 2006
Edward Jones September 2000 - February 2005
Skills
System Testing, Test Planning, Defect Tracking, Traceability Matrix, Performance Testing
Education
Fontbonne University 2004 — 2006
Masters, Business Administration
Lincoln University (MO) 1996 — 2000
Bachelor, Computer Information Technology
Lincoln University, Jefferson
Bachelor of Science, Computer Information Systems; Business Administration
Fontbonne University
Master of Science, Business Administration
University of MO St. Louis
Sarah Politowski Hefner Sarah Politowski Hefner's Scottrade Experience May 2014 - Present
Job AVP Sales Strategy at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
Commerce Bank August 2011 - May 2014
Commerce Bank April 2004 - August 2011
Commerce Bank January 2008 - January 2009
Commerce Bank April 2004 - January 2008
West Community Credit Union 1999 - 2004
Marshalls 1995 - 1999
Skills
Banking, Management, Strategic Planning, Sales, Retail Banking, Portfolio Management, Financial Analysis, Risk Management, Loans, Credit, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending, Finance, Process Improvement, Mortgage Lending, Vendor Management, Strategic Financial..., Leadership, Business Analysis
Education
Lindenwood University 1996 — 2007
BS: HR Management and MBA
Fontbonne University 1995 — 1997
Pre-Law
Scottrade May 2014 - Present
Commerce Bank August 2011 - May 2014
Commerce Bank April 2004 - August 2011
Commerce Bank January 2008 - January 2009
Commerce Bank April 2004 - January 2008
West Community Credit Union 1999 - 2004
Marshalls 1995 - 1999
Skills
Banking, Management, Strategic Planning, Sales, Retail Banking, Portfolio Management, Financial Analysis, Risk Management, Loans, Credit, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending, Finance, Process Improvement, Mortgage Lending, Vendor Management, Strategic Financial..., Leadership, Business Analysis
Education
Lindenwood University 1996 — 2007
BS: HR Management and MBA
Fontbonne University 1995 — 1997
Pre-Law
Wendelynn Rhodes Wendelynn Rhodes's Scottrade Experience January 2013 - Present
Job DVP, East Brokerage Division
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade June 2009 - January 2013
Scottrade January 2008 - June 2009
Scottrade June 2007 - January 2008
Scottrade 2000 - June 2007
Scottrade August 1998 - 2000
First Citizens Bank November 1993 - September 1995
Skills
Series 24, FINRA, Investments, Trading, Brokerage, Banking, Equities, Series 63, Series 7, Series 4, Financial Services, Sales, Management, Accounting, Options, Mutual Funds, Stocks, Bonds, Library Science, Retail, Sales Management, Risk Management, ETFs, Portfolio Management, Uniform Combined State...
Education
Florida State University 1996 — 1997
MS, Information Studies
Guilford College 2002 — 2004
BS, Accounting
University of North Carolina at Greensboro 1987 — 1992
BA, English, History
Scottrade January 2013 - Present
Scottrade June 2009 - January 2013
Scottrade January 2008 - June 2009
Scottrade June 2007 - January 2008
Scottrade 2000 - June 2007
Scottrade August 1998 - 2000
First Citizens Bank November 1993 - September 1995
Skills
Series 24, FINRA, Investments, Trading, Brokerage, Banking, Equities, Series 63, Series 7, Series 4, Financial Services, Sales, Management, Accounting, Options, Mutual Funds, Stocks, Bonds, Library Science, Retail, Sales Management, Risk Management, ETFs, Portfolio Management, Uniform Combined State...
Education
Florida State University 1996 — 1997
MS, Information Studies
Guilford College 2002 — 2004
BS, Accounting
University of North Carolina at Greensboro 1987 — 1992
BA, English, History
Andrea Lively Andrea Lively's Scottrade Experience May 2009 - December 2009
Job Senior Analyst at NERA Economic Consulting
Industry Management Consulting
Experience
NERA Economic Consulting July 2015 - Present
NERA Economic Consulting May 2014 - June 2015
Criterion Economics, L.L.C. February 2013 - April 2014
SRM Economics September 2012 - February 2013
Mercatus Center June 2010 - August 2010
Scottrade May 2009 - December 2009
Skills
Stata, Macroeconomics, Economics, Economic Research, Econometrics, Eviews, Statistics, Data Analysis, Public Policy, SAS, Policy Analysis, Research, Development Economics, Economic Policy, International Economics, Political Science, Microeconomics, Quantitative Analytics, Financial Modeling, Economic Modeling, Qualitative Research, Quantitative Research
Education
London School of Economics and Political Science 2011 — 2013
MSc Economics, merit
George Mason University 2007 — 2011
B.S. Economics, B.A. Music, summa cum laude
University of Wisconsin-Madison 2005 — 2006
coursework in music performance
NERA Economic Consulting July 2015 - Present
NERA Economic Consulting May 2014 - June 2015
Criterion Economics, L.L.C. February 2013 - April 2014
SRM Economics September 2012 - February 2013
Mercatus Center June 2010 - August 2010
Scottrade May 2009 - December 2009
Skills
Stata, Macroeconomics, Economics, Economic Research, Econometrics, Eviews, Statistics, Data Analysis, Public Policy, SAS, Policy Analysis, Research, Development Economics, Economic Policy, International Economics, Political Science, Microeconomics, Quantitative Analytics, Financial Modeling, Economic Modeling, Qualitative Research, Quantitative Research
Education
London School of Economics and Political Science 2011 — 2013
MSc Economics, merit
George Mason University 2007 — 2011
B.S. Economics, B.A. Music, summa cum laude
University of Wisconsin-Madison 2005 — 2006
coursework in music performance
Christopher Widen Christopher Widen's Scottrade Experience May 2008 - December 2008
Job MBA Candidate at Georgetown University's McDonough School of Business
Industry Financial Services
Experience
Liberty Mutual Insurance June 2015 - August 2015
US Small Business Administration February 2015 - April 2015
U.S. Bureau of Labor Statistics January 2010 - June 2014
Scottrade May 2008 - December 2008
Rockwell Collins May 2006 - August 2006
Skills
Program Management, Strategic Planning, Pricing, Data Analysis, Policy Analysis, Financial Analysis, Research, Financial Modeling, Economics, Analysis, Statistics, Microsoft Excel, Microsoft Office, Project Management, Leadership, Strategy, Marketing
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Saint Louis University 2005 — 2009
Honors Bachelor of Science in Business Administration, Finance and Economics
Imperial College London 2007 — 2007
International Trade
Liberty Mutual Insurance June 2015 - August 2015
US Small Business Administration February 2015 - April 2015
U.S. Bureau of Labor Statistics January 2010 - June 2014
Scottrade May 2008 - December 2008
Rockwell Collins May 2006 - August 2006
Skills
Program Management, Strategic Planning, Pricing, Data Analysis, Policy Analysis, Financial Analysis, Research, Financial Modeling, Economics, Analysis, Statistics, Microsoft Excel, Microsoft Office, Project Management, Leadership, Strategy, Marketing
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Saint Louis University 2005 — 2009
Honors Bachelor of Science in Business Administration, Finance and Economics
Imperial College London 2007 — 2007
International Trade
David Draddy David Draddy's Scottrade Experience February 2009 - January 2010
Job Franchise Development Manager at Real Property Management Charlotte Metro
Industry Financial Services
Experience
Real Property Management Charlotte Metro July 2014 - Present
Georgia-Pacific LLC June 2013 - July 2014
Georgia-Pacific LLC February 2012 - June 2013
Georgia-Pacific LLC May 2011 - February 2012
Porsche Cars North America January 2010 - April 2011
Independant Consultant (Self-employed) January 2006 - March 2011
Scottrade February 2009 - January 2010
Skills
CRM, Marketing Communications, Project Management, Marketing, Advertising, Program Management, Analysis, Strategy, Data Analysis, Access, Analytics, SAP, Entrepreneurship, Leadership, Business Development, Online Advertising, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
Finance, Finance with a focus on International Business
Real Property Management Charlotte Metro July 2014 - Present
Georgia-Pacific LLC June 2013 - July 2014
Georgia-Pacific LLC February 2012 - June 2013
Georgia-Pacific LLC May 2011 - February 2012
Porsche Cars North America January 2010 - April 2011
Independant Consultant (Self-employed) January 2006 - March 2011
Scottrade February 2009 - January 2010
Skills
CRM, Marketing Communications, Project Management, Marketing, Advertising, Program Management, Analysis, Strategy, Data Analysis, Access, Analytics, SAP, Entrepreneurship, Leadership, Business Development, Online Advertising, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
Finance, Finance with a focus on International Business
Frank Errico Frank Errico's Scottrade Experience September 2014 - Present
Job Finance and Economics Intern at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Net Worth Management, Inc. June 2014 - August 2014
Student Culinary Council September 2012 - May 2014
American Pool Enterprises, Inc July 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Teamwork, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Research, Social Media, Team Leadership, Time Management, Windows, Management, Marketing, Accounting, Social Networking, Data Analysis, Bloomberg Terminal, Finance, Sports
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
Ridge High School 2008 — 2012
Scottrade September 2014 - Present
Net Worth Management, Inc. June 2014 - August 2014
Student Culinary Council September 2012 - May 2014
American Pool Enterprises, Inc July 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Teamwork, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Research, Social Media, Team Leadership, Time Management, Windows, Management, Marketing, Accounting, Social Networking, Data Analysis, Bloomberg Terminal, Finance, Sports
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
Ridge High School 2008 — 2012
Jonathan Steszewski Jonathan Steszewski's Scottrade Experience 2008 - 2009
Job Commercial Real Estate, Wills, Trusts, and Probate Associate Attorney at The Elias Law Firm, PLLC
Industry Law Practice
Experience
The Elias Law Firm, PLLC May 2015 - Present
Dubow, Dubow & Wallace July 2014 - May 2015
Greenstein and Associates April 2013 - May 2014
Holland & Knight LLP January 2012 - July 2012
ADT Security Services, Inc (Tyco International Ltd) (through Kelly Services) July 2011 - January 2012
Scottrade 2008 - 2009
Skills
Residential Homes, Mortgage Lending, Real Property, Preparation of Wills, Commercial Closings, Loan Closings, Residential Closings, Evictions, Estate Planning, Seller Representation, Buyer Representation, Foreclosures, Spanish-speaking, Real Estate Development, Estate Law, Commercial Real Estate, Notary Public, Title Insurance, Litigation, Real Estate, Real Estate Transactions, Courts, Property Law, Trusts, Wills, Contract Negotiation, Leases, Hearings, Corporate Law, Legal Advice
Education
Nova Southeastern University—Shepard Broad Law Center 2009 — 2012
J.D., Law
Florida International University 2007 — 2009
Bachelor, Business Administration; Finance
The Elias Law Firm, PLLC May 2015 - Present
Dubow, Dubow & Wallace July 2014 - May 2015
Greenstein and Associates April 2013 - May 2014
Holland & Knight LLP January 2012 - July 2012
ADT Security Services, Inc (Tyco International Ltd) (through Kelly Services) July 2011 - January 2012
Scottrade 2008 - 2009
Skills
Residential Homes, Mortgage Lending, Real Property, Preparation of Wills, Commercial Closings, Loan Closings, Residential Closings, Evictions, Estate Planning, Seller Representation, Buyer Representation, Foreclosures, Spanish-speaking, Real Estate Development, Estate Law, Commercial Real Estate, Notary Public, Title Insurance, Litigation, Real Estate, Real Estate Transactions, Courts, Property Law, Trusts, Wills, Contract Negotiation, Leases, Hearings, Corporate Law, Legal Advice
Education
Nova Southeastern University—Shepard Broad Law Center 2009 — 2012
J.D., Law
Florida International University 2007 — 2009
Bachelor, Business Administration; Finance
Viridiana Amaya's Scottrade Experience July 2008 - January 2011
Job Client Services Associate at Lara, May & Associates, LLC
Industry Financial Services
Experience
Lara, May & Associates, LLC July 2012 - Present
Scottrade July 2008 - January 2011
Education
George Mason University 2008 — 2011
Bachelor of Arts, Sociology; Global Affairs; Business
Lara, May & Associates, LLC July 2012 - Present
Scottrade July 2008 - January 2011
Education
George Mason University 2008 — 2011
Bachelor of Arts, Sociology; Global Affairs; Business
Amy Boynton Amy Boynton's Scottrade Experience July 2009 - January 2011
Job Sr. Financial Analyst
Industry Financial Services
Experience
Southeastern Grocers January 2014 - Present
Southeastern Grocers May 2013 - January 2014
PSS World Medical August 2011 - May 2013
Bank of America Merrill Lynch January 2011 - August 2011
Scottrade July 2009 - January 2011
Applebee's May 2006 - October 2009
Skills
Series 7, Series 66, Finance, Financial Reporting, Financial Analysis, Forecasting, Mergers & Acquisitions, Due Diligence, Financial Services, Sales, Financial Modeling, Uniform Combined State..., Banking, Investments
Education
University of North Florida 2007 — 2010
Bachelors, Finance
Florida State University 2005 — 2006
Stanton College Preparatory 2001 — 2005
Southeastern Grocers January 2014 - Present
Southeastern Grocers May 2013 - January 2014
PSS World Medical August 2011 - May 2013
Bank of America Merrill Lynch January 2011 - August 2011
Scottrade July 2009 - January 2011
Applebee's May 2006 - October 2009
Skills
Series 7, Series 66, Finance, Financial Reporting, Financial Analysis, Forecasting, Mergers & Acquisitions, Due Diligence, Financial Services, Sales, Financial Modeling, Uniform Combined State..., Banking, Investments
Education
University of North Florida 2007 — 2010
Bachelors, Finance
Florida State University 2005 — 2006
Stanton College Preparatory 2001 — 2005
Mary Elizabeth Mulcahy's Scottrade Experience December 2005 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2005 - Present
Landrum Staffing Services, Inc October 2003 - February 2005
Skills
Portfolio Management, Finance, Financial Analysis, Banking, Mutual Funds, Financial Services, Equities, Risk Management, Microsoft Office, Trend Forecasting, Wealth Management, Customer Service, Adult Education
Education
Florida State University 1999 — 2003
Applied Economics
Scottrade December 2005 - Present
Landrum Staffing Services, Inc October 2003 - February 2005
Skills
Portfolio Management, Finance, Financial Analysis, Banking, Mutual Funds, Financial Services, Equities, Risk Management, Microsoft Office, Trend Forecasting, Wealth Management, Customer Service, Adult Education
Education
Florida State University 1999 — 2003
Applied Economics
Ali AlDamlouji Ali AlDamlouji's Scottrade Experience April 2013 - September 2013
Job Intern for a Financial Advising Group
Industry
Experience
Lloyds Banking Group September 2014 - Present
Traction + Scale April 2014 - September 2014
Scottrade April 2013 - September 2013
United Bank of Switzerland September 2012 - December 2012
Urban Yoga Foundation June 2012 - December 2012
Hamilton Sinkler July 2012 - September 2012
Skills
QuickBooks, Letters of Credit, Microsoft Excel, Microsoft Word, PowerPoint, Eclipse, Microsoft Outlook, Banking, Accounts Receivable, OS X, Outlook, Access, Facebook, Microsoft Office, Teamwork, Straight Talk, Investments, Research, Public Speaking, Finance, Loan Closings, Threat & Vulnerability...
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Business administration (Finance)
Lloyds Banking Group September 2014 - Present
Traction + Scale April 2014 - September 2014
Scottrade April 2013 - September 2013
United Bank of Switzerland September 2012 - December 2012
Urban Yoga Foundation June 2012 - December 2012
Hamilton Sinkler July 2012 - September 2012
Skills
QuickBooks, Letters of Credit, Microsoft Excel, Microsoft Word, PowerPoint, Eclipse, Microsoft Outlook, Banking, Accounts Receivable, OS X, Outlook, Access, Facebook, Microsoft Office, Teamwork, Straight Talk, Investments, Research, Public Speaking, Finance, Loan Closings, Threat & Vulnerability...
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Business administration (Finance)
Nathan Hellman Nathan Hellman's Scottrade Experience December 2014 - Present
Job Student at George Mason University
Industry Financial Services
Experience
Scottrade December 2014 - Present
Vienna Volunteer Fire Department September 2012 - Present
Kumon August 2010 - Present
Prosperity Home Mortgage, LLC June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint
Education
George Mason University 2011 — 2016
Finance b.s., Management b.s., Finance, General; Business Management
Scottrade December 2014 - Present
Vienna Volunteer Fire Department September 2012 - Present
Kumon August 2010 - Present
Prosperity Home Mortgage, LLC June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint
Education
George Mason University 2011 — 2016
Finance b.s., Management b.s., Finance, General; Business Management
Megan Sneed Megan Sneed's Scottrade Experience December 2012 - Present
Job Administrative Assistant to VP of IT Communications and Security at Scottrade
Industry Information Technology and Services
Experience
Scottrade December 2012 - Present
Emotional Change Counseling February 2011 - December 2012
Top Care, Inc. November 2010 - April 2011
Hermann London Real Estate Group - St. Louis Realtors August 2010 - February 2011
Skills
Customer Service, Office Management, Team Leadership, Accounts Receivable, Human Resources, Microsoft Office, Records Management, Master Scheduling, Employee Training, Personnel Management, Project Management, Executive Correspondence, Travel Arrangements, Information Technology, Instructional Design, Team Building, Needs Analysis, ADDIE, Adult Learning..., E-Learning, Captivate, Articulate Studio, Storylines, Blended Learning, Training Facilitation, Organization &..., Leadership, Training, Management, Microsoft Excel, Outlook, Software Documentation, SharePoint, Visio
Education
Fontbonne University 2014 — 2016
MS in Instructional Design and Technology, 4.0 GPA
University of Missouri-Saint Louis 2010 — 2010
9 Graduate Credit Hours, Information Science, 3.33 GPA
Westminster College (MO) 2005 — 2009
Bachelor of Arts (BA), History, 3.56 GPA
Scottrade December 2012 - Present
Emotional Change Counseling February 2011 - December 2012
Top Care, Inc. November 2010 - April 2011
Hermann London Real Estate Group - St. Louis Realtors August 2010 - February 2011
Skills
Customer Service, Office Management, Team Leadership, Accounts Receivable, Human Resources, Microsoft Office, Records Management, Master Scheduling, Employee Training, Personnel Management, Project Management, Executive Correspondence, Travel Arrangements, Information Technology, Instructional Design, Team Building, Needs Analysis, ADDIE, Adult Learning..., E-Learning, Captivate, Articulate Studio, Storylines, Blended Learning, Training Facilitation, Organization &..., Leadership, Training, Management, Microsoft Excel, Outlook, Software Documentation, SharePoint, Visio
Education
Fontbonne University 2014 — 2016
MS in Instructional Design and Technology, 4.0 GPA
University of Missouri-Saint Louis 2010 — 2010
9 Graduate Credit Hours, Information Science, 3.33 GPA
Westminster College (MO) 2005 — 2009
Bachelor of Arts (BA), History, 3.56 GPA
K. Mawuli Vodi's Scottrade Experience April 2015 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Scottrade May 2008 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Research, Data Analysis, Public Speaking, Social Media, Outlook, Access, Event Planning, Microsoft Word, Oracle CRM, Trading Systems, Series 7, Marketing, Entrepreneurship, Customer Service, CRM, Investments
Education
George Mason University 2005 — 2009
Bachelor of Arts (BA), Economics
Scottrade April 2015 - Present
Scottrade May 2008 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Research, Data Analysis, Public Speaking, Social Media, Outlook, Access, Event Planning, Microsoft Word, Oracle CRM, Trading Systems, Series 7, Marketing, Entrepreneurship, Customer Service, CRM, Investments
Education
George Mason University 2005 — 2009
Bachelor of Arts (BA), Economics
Sh'Kia Dennis Sh'Kia Dennis's Scottrade Experience June 2012 - June 2014
Job Accountant at Elegant Beauty Supplies Corporate
Industry Accounting
Experience
Elegant Beauty Supplies Corporate February 2015 - Present
Elegant Beauty Supplies Corporate October 2014 - February 2015
Scottrade June 2012 - June 2014
Heavy Rotation Booking Agency December 2013 - May 2014
Robertson, Anschutz & Schneid, P.L. May 2012 - August 2012
Skills
Accounts Payable &..., Bank Reconciliation, G/L Reconciliations, General Ledger, Payroll, ADP Payroll, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Leadership, Outlook, Mortgage Lending, Data Analysis, QuickBooks
Education
Florida Atlantic University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Leesburg High School 2006 — 2009
Elegant Beauty Supplies Corporate February 2015 - Present
Elegant Beauty Supplies Corporate October 2014 - February 2015
Scottrade June 2012 - June 2014
Heavy Rotation Booking Agency December 2013 - May 2014
Robertson, Anschutz & Schneid, P.L. May 2012 - August 2012
Skills
Accounts Payable &..., Bank Reconciliation, G/L Reconciliations, General Ledger, Payroll, ADP Payroll, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Leadership, Outlook, Mortgage Lending, Data Analysis, QuickBooks
Education
Florida Atlantic University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Leesburg High School 2006 — 2009
Gina Calcaterra Bhawalkar Gina Calcaterra Bhawalkar's Scottrade Experience October 2013 - June 2015
Job Customer Experience Program Manager at Agilent Technologies
Industry Biotechnology
Experience
Agilent Technologies July 2015 - Present
Scottrade October 2013 - June 2015
Scottrade August 2009 - October 2013
Perficient December 2005 - August 2009
Criterion 508 Solutions September 2005 - December 2005
Georgia Tech Research Institute May 2004 - November 2005
Skills
Usability Testing, User-centered Design, Heuristic Evaluation, Accessibility, User Experience, User Research, Usability, Contextual Inquiry, Wireframes, User Interface Design, User Interface, Web Applications, Information Architecture, Experience Design, Paper Prototyping, ROI Strategies, Human Computer..., Human Factors, Interaction Design, Usability Engineering, User Experience Design, E-commerce, Card Sorting, Axure, Agile Methodologies, Persona, Management, SDLC, Design Strategy, Wire Framing
Education
Georgia Institute of Technology 2003 — 2005
MS, Human-computer Interaction
Trinity University 1998 — 2003
BS, Computer Science
Trinity University 1998 — 2003
BA, Psychology
Agilent Technologies July 2015 - Present
Scottrade October 2013 - June 2015
Scottrade August 2009 - October 2013
Perficient December 2005 - August 2009
Criterion 508 Solutions September 2005 - December 2005
Georgia Tech Research Institute May 2004 - November 2005
Skills
Usability Testing, User-centered Design, Heuristic Evaluation, Accessibility, User Experience, User Research, Usability, Contextual Inquiry, Wireframes, User Interface Design, User Interface, Web Applications, Information Architecture, Experience Design, Paper Prototyping, ROI Strategies, Human Computer..., Human Factors, Interaction Design, Usability Engineering, User Experience Design, E-commerce, Card Sorting, Axure, Agile Methodologies, Persona, Management, SDLC, Design Strategy, Wire Framing
Education
Georgia Institute of Technology 2003 — 2005
MS, Human-computer Interaction
Trinity University 1998 — 2003
BS, Computer Science
Trinity University 1998 — 2003
BA, Psychology
Gordon Feliciano Gordon Feliciano's Scottrade Experience April 2011 - August 2012
Job Senior Systems Analyst at Tyco Integrated Security
Industry Information Technology and Services
Experience
Tyco Integrated Security August 2012 - Present
Scottrade April 2011 - August 2012
Razor Technical Staffing/DSoft Technology October 2010 - October 2010
First Data Corporation December 1999 - January 2010
Storage Technologies Corporation February 1999 - December 1999
Lincoln Trust Company October 1996 - February 1998
ImageMatrix Corporation August 1994 - October 1996
United States Navy/Naval Reserves July 1986 - August 1994
Skills
Windows Server, Windows 7, Windows XP Professional, SharePoint, IIS, Testing, Networking, Software Development, DNS, Software Project..., System Administration, Technical Support, Enterprise Architecture, Enterprise Software, Hardware, Web Applications, Security, Disaster Recovery
Education
Foothill College 1991 — 1993
AS, Aviation Technology
Naval Aviation Technical Training Command 1986 — 1987
Aviation Electronics, Aviation Electronics & Weapons Systems
Regis University
BS, Computer Information Systems
Tyco Integrated Security August 2012 - Present
Scottrade April 2011 - August 2012
Razor Technical Staffing/DSoft Technology October 2010 - October 2010
First Data Corporation December 1999 - January 2010
Storage Technologies Corporation February 1999 - December 1999
Lincoln Trust Company October 1996 - February 1998
ImageMatrix Corporation August 1994 - October 1996
United States Navy/Naval Reserves July 1986 - August 1994
Skills
Windows Server, Windows 7, Windows XP Professional, SharePoint, IIS, Testing, Networking, Software Development, DNS, Software Project..., System Administration, Technical Support, Enterprise Architecture, Enterprise Software, Hardware, Web Applications, Security, Disaster Recovery
Education
Foothill College 1991 — 1993
AS, Aviation Technology
Naval Aviation Technical Training Command 1986 — 1987
Aviation Electronics, Aviation Electronics & Weapons Systems
Regis University
BS, Computer Information Systems
Charles Jumonville's Scottrade Experience October 2012 - September 2013
Job Application Training Analyst at Beazer Homes
Industry Education Management
Experience
Beazer Homes October 2014 - Present
Appirio September 2013 - October 2014
Scottrade October 2012 - September 2013
Xerox June 2011 - February 2012
Florida Department of Revenue July 2007 - June 2011
Florida Department of Revenue August 2006 - July 2007
Skills
Captivate, SumTotal, Project Management, Audacity, Articulate Studio, Camtasia, Video Editing, Visio, PeopleSoft, SAP, SQL, E-Learning, Strategic Planning, Leadership, Employee Training
Education
Florida State University 2010 — 2013
Master of Science (M.S.), Instructional Systems, Project Management
Florida State University 2003 — 2006
Bachelor of Arts (B.A.), Communication
Beazer Homes October 2014 - Present
Appirio September 2013 - October 2014
Scottrade October 2012 - September 2013
Xerox June 2011 - February 2012
Florida Department of Revenue July 2007 - June 2011
Florida Department of Revenue August 2006 - July 2007
Skills
Captivate, SumTotal, Project Management, Audacity, Articulate Studio, Camtasia, Video Editing, Visio, PeopleSoft, SAP, SQL, E-Learning, Strategic Planning, Leadership, Employee Training
Education
Florida State University 2010 — 2013
Master of Science (M.S.), Instructional Systems, Project Management
Florida State University 2003 — 2006
Bachelor of Arts (B.A.), Communication
John Bythewood John Bythewood's Scottrade Experience August 2014 - Present
Job
Industry Financial Services
Experience
Scottrade August 2014 - Present
Cetera Advisors September 2009 - May 2014
BB&T Investment SVC August 2008 - September 2009
Merrill Lynch Investment Managers July 2007 - July 2008
Opteum Financial Services 2002 - 2007
The Coca-Cola Company 1989 - 2002
Skills
Retirement Income..., Retirement Plans, Health and Life..., Financial Planning, Budgeting, Investment Advisory, Investment Strategies, 401k Rollovers, Strategic Financial..., Retirement Planning, Retirement, Budgets, Finance, Financial Services, Insurance, Equities, Series 7, Investments, Mortgage Lending, Portfolio Management, Mutual Funds, Estate Planning, Financial Analysis, Banking, Credit, Nonprofits, Tax Preparation, Strategic Planning, Management
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA, Finance / Econ
Scottrade August 2014 - Present
Cetera Advisors September 2009 - May 2014
BB&T Investment SVC August 2008 - September 2009
Merrill Lynch Investment Managers July 2007 - July 2008
Opteum Financial Services 2002 - 2007
The Coca-Cola Company 1989 - 2002
Skills
Retirement Income..., Retirement Plans, Health and Life..., Financial Planning, Budgeting, Investment Advisory, Investment Strategies, 401k Rollovers, Strategic Financial..., Retirement Planning, Retirement, Budgets, Finance, Financial Services, Insurance, Equities, Series 7, Investments, Mortgage Lending, Portfolio Management, Mutual Funds, Estate Planning, Financial Analysis, Banking, Credit, Nonprofits, Tax Preparation, Strategic Planning, Management
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA, Finance / Econ
Tajdikur Taj Rahman, MBA Tajdikur Taj Rahman, MBA's Scottrade Experience April 2009 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2009 - Present
Skills
Technical Analysis, Stock Trading, Investments, Options, Corporate Finance, Leadership, ScottradeELITE® Trading..., Portfolio Management, Fundamental Analysis, Financial Risk..., Derivatives, Mutual Funds, ETFs, Microsoft Excel, Asset Allocation, Series 7
Education
Florida International University - College of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Virginia Commonwealth University 2005 — 2010
Bachelor of Science (BS), Accounting
Virginia Commonwealth University 2005 — 2010
Bachelor of Science (BS), Finance
Virginia Commonwealth University 2005 — 2010
Bachelor of Science (BS), Financial Planning
Scottrade April 2009 - Present
Skills
Technical Analysis, Stock Trading, Investments, Options, Corporate Finance, Leadership, ScottradeELITE® Trading..., Portfolio Management, Fundamental Analysis, Financial Risk..., Derivatives, Mutual Funds, ETFs, Microsoft Excel, Asset Allocation, Series 7
Education
Florida International University - College of Business 2013 — 2014
Master of Business Administration (M.B.A.)
Virginia Commonwealth University 2005 — 2010
Bachelor of Science (BS), Accounting
Virginia Commonwealth University 2005 — 2010
Bachelor of Science (BS), Finance
Virginia Commonwealth University 2005 — 2010
Bachelor of Science (BS), Financial Planning
Christopher Maher Christopher Maher's Scottrade Experience November 2009 - May 2013
Job Associate Fleet Strategy at Delta Air Lines
Industry Financial Services
Experience
University of Georgia August 2013 - May 2015
The Coca-Cola Company June 2014 - August 2014
Scottrade November 2009 - May 2013
Scottrade June 2008 - February 2009
Skills
Series 7, Securities, Mutual Funds, Investments, Series 63
Education
The University of Georgia 2013 — 2015
Master of Business Administration (MBA), Finance
Florida State University 2011 — 2013
Bachelor of Science (B.S.), Accounting
University of West Florida 2004 — 2009
Bachelor of Science (B.S.), Marketing/Global Marketing
University of Georgia August 2013 - May 2015
The Coca-Cola Company June 2014 - August 2014
Scottrade November 2009 - May 2013
Scottrade June 2008 - February 2009
Skills
Series 7, Securities, Mutual Funds, Investments, Series 63
Education
The University of Georgia 2013 — 2015
Master of Business Administration (MBA), Finance
Florida State University 2011 — 2013
Bachelor of Science (B.S.), Accounting
University of West Florida 2004 — 2009
Bachelor of Science (B.S.), Marketing/Global Marketing
Richard Peranton Richard Peranton's Scottrade Experience March 2004 - June 2008
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Fisher Investments June 2008 - Present
Scottrade March 2004 - June 2008
E*TRADE Financial October 1999 - October 2002
Skills
Asset Management, Investments, Investment Strategies, Series 7, Investment Advisory, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Uniform Combined State..., Financial Services, Strategic Financial..., Relationship Management, Series 65, ETFs, Bloomberg, Trading, Financial Analysis, Financial Markets, Derivatives, Options, Finance, Bonds, High Net Worth..., Series 24, Economics, Capital Markets, Insurance, Banking, 401k, Wealth Management..., Equity Research, FINRA, Life Insurance, Valuation, Hedge Funds, Mortgage Lending, Bloomberg Terminal, Equity Trading, Wealth, Series 6, Financial Planning
Education
Mercer University - Stetson School of Business and Economics 1997 — 2000
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Florida State University - College of Business 1992 — 1997
Bachelor of Science (BS), Marketing
Fisher Investments June 2014 - Present
Fisher Investments June 2008 - Present
Scottrade March 2004 - June 2008
E*TRADE Financial October 1999 - October 2002
Skills
Asset Management, Investments, Investment Strategies, Series 7, Investment Advisory, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Uniform Combined State..., Financial Services, Strategic Financial..., Relationship Management, Series 65, ETFs, Bloomberg, Trading, Financial Analysis, Financial Markets, Derivatives, Options, Finance, Bonds, High Net Worth..., Series 24, Economics, Capital Markets, Insurance, Banking, 401k, Wealth Management..., Equity Research, FINRA, Life Insurance, Valuation, Hedge Funds, Mortgage Lending, Bloomberg Terminal, Equity Trading, Wealth, Series 6, Financial Planning
Education
Mercer University - Stetson School of Business and Economics 1997 — 2000
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Florida State University - College of Business 1992 — 1997
Bachelor of Science (BS), Marketing
Aldo Enderica Aldo Enderica's Scottrade Experience April 2010 - March 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Scottrade April 2010 - March 2012
Morgan Stanley June 2011 - August 2011
Jasa Marketing Group November 2007 - January 2009
Skills
Capital IQ, Bloomberg Terminal, Bloomberg, Factset, Fixed Income, Equities, Structured Finance, Structured Products, Securitization, Investment Banking, Corporate Finance, Economics, Financial Modeling, Microsoft Word
Education
Florida International University 2008 — 2012
BBA, Finance
Morgan Stanley June 2012 - Present
Scottrade April 2010 - March 2012
Morgan Stanley June 2011 - August 2011
Jasa Marketing Group November 2007 - January 2009
Skills
Capital IQ, Bloomberg Terminal, Bloomberg, Factset, Fixed Income, Equities, Structured Finance, Structured Products, Securitization, Investment Banking, Corporate Finance, Economics, Financial Modeling, Microsoft Word
Education
Florida International University 2008 — 2012
BBA, Finance
James Olmos James Olmos's Scottrade Experience November 2011 - Present
Job Branch Intern at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Dick's Sporting Goods October 2010 - October 2011
Education
George Mason University
Business Management
Scottrade November 2011 - Present
Dick's Sporting Goods October 2010 - October 2011
Education
George Mason University
Business Management
Trace Shapiro's Scottrade Experience September 2009 - June 2010
Job Vice President, US Trust Private Wealth Management
Industry Financial Services
Experience
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
Jake Sampson's Scottrade Experience December 2014 - Present
Job
Industry Financial Services
Experience
Scottrade December 2014 - Present
Wells Fargo June 2014 - November 2014
RK February 2014 - June 2014
Anlin Window Systems September 2012 - September 2013
Castech pest control June 2009 - January 2011
US Army July 2005 - February 2009
Skills
Sales, Leadership, Customer Service, Military, Communication, Adaptation, Grasp New Concepts..., Series 7, Series 63, Management, Microsoft Office, Portfolio Management, Finance, Mutual Funds, Financial Services, Asset Management, Investments
Education
Fresno City College 2009 — 2011
General Studies
Scottrade December 2014 - Present
Wells Fargo June 2014 - November 2014
RK February 2014 - June 2014
Anlin Window Systems September 2012 - September 2013
Castech pest control June 2009 - January 2011
US Army July 2005 - February 2009
Skills
Sales, Leadership, Customer Service, Military, Communication, Adaptation, Grasp New Concepts..., Series 7, Series 63, Management, Microsoft Office, Portfolio Management, Finance, Mutual Funds, Financial Services, Asset Management, Investments
Education
Fresno City College 2009 — 2011
General Studies
Brandy Butler Brandy Butler's Scottrade Experience September 2011 - December 2013
Job Digital Business Strategist & Trainer | Public Speaker| Online Biz Consultant | Podcast Management
Industry Information Technology and Services
Experience
Brandy Butler Media November 2012 - Present
Scottrade September 2011 - December 2013
Edward Jones July 2006 - September 2011
Skills
Online Marketing, Social Media Marketing, Entrepreneurship, Public Speaking, Podcasting, Brand Development, Training & Development, Brand Management, Women Owned Business, Youth Empowerment, Sales Funnels, Infusionsoft, Corporate Events, Project Management, Software Quality..., Agile Methodologies, SQL, SDLC, Requirements Analysis, Databases, Testing, Quality Center, Test Planning
Education
Fontbonne University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Lincoln University in Missouri 1996 — 2000
Bachelor of Science (BS), Computer Information Systems (CIS), Honors
Brandy Butler Media November 2012 - Present
Scottrade September 2011 - December 2013
Edward Jones July 2006 - September 2011
Skills
Online Marketing, Social Media Marketing, Entrepreneurship, Public Speaking, Podcasting, Brand Development, Training & Development, Brand Management, Women Owned Business, Youth Empowerment, Sales Funnels, Infusionsoft, Corporate Events, Project Management, Software Quality..., Agile Methodologies, SQL, SDLC, Requirements Analysis, Databases, Testing, Quality Center, Test Planning
Education
Fontbonne University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Lincoln University in Missouri 1996 — 2000
Bachelor of Science (BS), Computer Information Systems (CIS), Honors
Bryan Fiore's Scottrade Experience May 2002 - Present
Job Branch Manager / Investment Guidance and Education at Scottrade
Industry Financial Services
Experience
Scottrade May 2002 - Present
San Carlos Park Soccer Club August 2008 - March 2015
Scottrade May 2000 - May 2002
Scottrade September 1996 - April 2000
Skills
Customer Relations, Coaching, Leadership, Customer Service, Series 7, Microsoft Excel, Social Networking, Business Planning, Microsoft Office, Management, Business Strategy, Social Media, Process Improvement, Series 63, Investment Strategies, Retirement Planning, Financial Markets, Asset Allocation, Financial Services, Bonds, Asset Management, Banking, Strategic Financial..., Wealth Management, Portfolio Management, Investments, Securities, Options, Mutual Funds, Financial Analysis, Financial Planning, Equities
Education
Florida State University 1991 — 1995
BA, physics
Scottrade May 2002 - Present
San Carlos Park Soccer Club August 2008 - March 2015
Scottrade May 2000 - May 2002
Scottrade September 1996 - April 2000
Skills
Customer Relations, Coaching, Leadership, Customer Service, Series 7, Microsoft Excel, Social Networking, Business Planning, Microsoft Office, Management, Business Strategy, Social Media, Process Improvement, Series 63, Investment Strategies, Retirement Planning, Financial Markets, Asset Allocation, Financial Services, Bonds, Asset Management, Banking, Strategic Financial..., Wealth Management, Portfolio Management, Investments, Securities, Options, Mutual Funds, Financial Analysis, Financial Planning, Equities
Education
Florida State University 1991 — 1995
BA, physics
Valentin Todorov Valentin Todorov's Scottrade Experience May 2005 - February 2006
Job Manager, Advanced Analytics at IHS
Industry Information Technology and Services
Experience
IHS January 2015 - Present
Equifax - R&D Analytics April 2013 - December 2014
Assurant Specialty Property June 2010 - March 2013
Assurant Specialty Property May 2007 - May 2010
Georgia Institute of Technology August 2006 - May 2007
Scottrade May 2005 - February 2006
Skills
Advanced Analytics, Machine Learning, Data Analysis, Data Mining, Project Management, Predictive Modeling, Statistics, Logistic Regression, Leadership, SAS programming, SAS, Time Series Analysis, SQL, R, Statistical Modeling, Forecasting, Predictive Analytics, Econometrics, Quantitative Analytics, Linear Regression, Survival Analysis, Decision Trees, SAS Enterprise Miner, Multivariate Analysis, Team Management, Text Mining, Information Retrieval, Credit Scoring, Statistical Software, Cluster Analysis, Regression Analysis, Risk Modeling, Python, Management, Consulting, Analytics, Design of Experiments
Education
Georgia Institute of Technology 2006 — 2007
MS, Economics, 3.41
University of West Georgia 2004 — 2005
MBA, Finance, 3.57
Technical University Sofia 1997 — 2003
BS, Mechanical Engineering
Instituto de Espanol - Pablo Picasso 2002 — 2002
Certificate, Spanish Language
IHS January 2015 - Present
Equifax - R&D Analytics April 2013 - December 2014
Assurant Specialty Property June 2010 - March 2013
Assurant Specialty Property May 2007 - May 2010
Georgia Institute of Technology August 2006 - May 2007
Scottrade May 2005 - February 2006
Skills
Advanced Analytics, Machine Learning, Data Analysis, Data Mining, Project Management, Predictive Modeling, Statistics, Logistic Regression, Leadership, SAS programming, SAS, Time Series Analysis, SQL, R, Statistical Modeling, Forecasting, Predictive Analytics, Econometrics, Quantitative Analytics, Linear Regression, Survival Analysis, Decision Trees, SAS Enterprise Miner, Multivariate Analysis, Team Management, Text Mining, Information Retrieval, Credit Scoring, Statistical Software, Cluster Analysis, Regression Analysis, Risk Modeling, Python, Management, Consulting, Analytics, Design of Experiments
Education
Georgia Institute of Technology 2006 — 2007
MS, Economics, 3.41
University of West Georgia 2004 — 2005
MBA, Finance, 3.57
Technical University Sofia 1997 — 2003
BS, Mechanical Engineering
Instituto de Espanol - Pablo Picasso 2002 — 2002
Certificate, Spanish Language
DEREK HUYNH DEREK HUYNH's Scottrade Experience Account ManagerMBNAJanuary 2002 - December 2003
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade Account ManagerMBNAJanuary 2002 - December 2003
Skills
Investments, Customer Service, Portfolio Management, Finance, Financial Analysis, Risk Management, Financial Services, Leadership, Microsoft Office
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
Corporate Finance, Investments and Securities
Scottrade Account ManagerMBNAJanuary 2002 - December 2003
Skills
Investments, Customer Service, Portfolio Management, Finance, Financial Analysis, Risk Management, Financial Services, Leadership, Microsoft Office
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
Corporate Finance, Investments and Securities
Ken Ryan Ken Ryan's Scottrade Experience March 2011 - January 2012
Job Research Associate at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox July 2015 - Present
Credit Suisse July 2013 - June 2015
5STONES Holdings, LLC January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Scottrade March 2011 - January 2012
Backyard Laser Tag Co. December 2008 - January 2011
Red Door Company May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Portfolio Management, Due Diligence, Analysis, Equity Research, Market Research, Management, Microsoft Excel, PowerPoint, Real Estate, Bloomberg
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Management
Dodge & Cox July 2015 - Present
Credit Suisse July 2013 - June 2015
5STONES Holdings, LLC January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Scottrade March 2011 - January 2012
Backyard Laser Tag Co. December 2008 - January 2011
Red Door Company May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Portfolio Management, Due Diligence, Analysis, Equity Research, Market Research, Management, Microsoft Excel, PowerPoint, Real Estate, Bloomberg
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Management
Christopher Su's Scottrade Experience January 2001 - January 2004
Job Account Director at NCR Corporation
Industry Information Technology and Services
Experience
NCR Corporation March 2015 - Present
NCR Corporation April 2014 - March 2015
NCR Corporation May 2012 - April 2014
Scientific Games May 2008 - March 2012
E*TRADE Financial October 2006 - May 2008
Transpacific IP Group Limited January 2005 - October 2006
Citi January 2004 - December 2004
Scottrade January 2001 - January 2004
Skills
Selling, Business Strategy, CRM, Consultative Selling, International Sales, Generating Revenue, Relationship Management, Solution Selling, Channel Sales, Direct Sales, Inside Sales, Outside Sales, Cross Selling, Sales Management, Account Management, Sales Process, Enterprise Solutions, Complex Sales, Revenue Forecasting, Territory Planning, Territory Analysis, Business Planning, New Business Development, Salesforce.com, Report Generation, Microsoft Office, Database Development, Project Planning, Project Implementation, Project Delivery, Project Execution, Government Relations, Enterprise Software, Sales Operations, Leadership, Sales, P&L Management, Project Management
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Finance
NCR Corporation March 2015 - Present
NCR Corporation April 2014 - March 2015
NCR Corporation May 2012 - April 2014
Scientific Games May 2008 - March 2012
E*TRADE Financial October 2006 - May 2008
Transpacific IP Group Limited January 2005 - October 2006
Citi January 2004 - December 2004
Scottrade January 2001 - January 2004
Skills
Selling, Business Strategy, CRM, Consultative Selling, International Sales, Generating Revenue, Relationship Management, Solution Selling, Channel Sales, Direct Sales, Inside Sales, Outside Sales, Cross Selling, Sales Management, Account Management, Sales Process, Enterprise Solutions, Complex Sales, Revenue Forecasting, Territory Planning, Territory Analysis, Business Planning, New Business Development, Salesforce.com, Report Generation, Microsoft Office, Database Development, Project Planning, Project Implementation, Project Delivery, Project Execution, Government Relations, Enterprise Software, Sales Operations, Leadership, Sales, P&L Management, Project Management
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Finance
Gregory Sisco, CPA Gregory Sisco, CPA's Scottrade Experience August 2015 - Present
Job Internal Auditor at Scottrade
Industry Accounting
Experience
Scottrade August 2015 - Present
Protiviti July 2015 - August 2015
Protiviti July 2013 - June 2015
Franciscan University of Steubenville October 2011 - May 2013
Protiviti June 2012 - August 2012
Skills
Team Leadership, Employee Management, International Travel, Project Planning, Financial Accounting, Cost Accounting, Auditing, Internal Audit, Fundraising, Team Building, Customer Service, Budgets, Nonprofits, Leadership, Accounting, Marketing, Management, Sarbanes-Oxley Act, FDICIA, Personal Income Tax..., Corporate Finance, Corporate Tax, Corporate Tax Planning, Internal Controls, Analysis, Sarbanes-Oxley
Education
Franciscan University of Steubenville 2009 — 2013
Bachelor of Science, Accounting, 3.67 GPA
Scottrade August 2015 - Present
Protiviti July 2015 - August 2015
Protiviti July 2013 - June 2015
Franciscan University of Steubenville October 2011 - May 2013
Protiviti June 2012 - August 2012
Skills
Team Leadership, Employee Management, International Travel, Project Planning, Financial Accounting, Cost Accounting, Auditing, Internal Audit, Fundraising, Team Building, Customer Service, Budgets, Nonprofits, Leadership, Accounting, Marketing, Management, Sarbanes-Oxley Act, FDICIA, Personal Income Tax..., Corporate Finance, Corporate Tax, Corporate Tax Planning, Internal Controls, Analysis, Sarbanes-Oxley
Education
Franciscan University of Steubenville 2009 — 2013
Bachelor of Science, Accounting, 3.67 GPA
Monica Vazquez's Scottrade Experience March 2011 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2011 - Present
Skills
Portfolio Management, Finance, Equities, Financial Analysis, Mutual Funds, Investments, Financial Services, Banking
Education
Florida International University 2014 — 2015
Master of Science in Finance, Finance and Financial Management Services
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Miami Dade College 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Scottrade March 2011 - Present
Skills
Portfolio Management, Finance, Equities, Financial Analysis, Mutual Funds, Investments, Financial Services, Banking
Education
Florida International University 2014 — 2015
Master of Science in Finance, Finance and Financial Management Services
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Miami Dade College 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Dan Daymude's Scottrade Experience January 2011 - August 2014
Job Executive Administrative Assistant
Industry Real Estate
Experience
Century 21 Redwood Realty June 2015 - Present
Century 21 Redwood Realty December 2014 - August 2015
Aerosoles August 2014 - January 2015
Scottrade January 2011 - August 2014
Wegmans Food Markets September 2009 - November 2011
Skills
Accounting, Account Reconciliation, Finance, Auditing, Bookkeeping, Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Sales, Teamwork, Management, Inventory Management, Leadership, Microsoft Office, Banking
Education
George Mason University 2015 — 2017
Bachelor of Business Administration (BBA), Finance
Northern Virginia Community College 2010 — 2014
Associate's degree, Business
Century 21 Redwood Realty June 2015 - Present
Century 21 Redwood Realty December 2014 - August 2015
Aerosoles August 2014 - January 2015
Scottrade January 2011 - August 2014
Wegmans Food Markets September 2009 - November 2011
Skills
Accounting, Account Reconciliation, Finance, Auditing, Bookkeeping, Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Sales, Teamwork, Management, Inventory Management, Leadership, Microsoft Office, Banking
Education
George Mason University 2015 — 2017
Bachelor of Business Administration (BBA), Finance
Northern Virginia Community College 2010 — 2014
Associate's degree, Business
Justin Esquivel's Scottrade Experience October 2014 - February 2015
Job Economics and History at Colorado State University
Industry Financial Services
Experience
Randstad February 2015 - March 2015
Scottrade October 2014 - February 2015
Apria Healthcare August 2014 - October 2014
Apria Healthcare May 2012 - May 2014
Apria Healthcare February 2006 - May 2012
Apria Healthcare February 2003 - August 2005
PetSmart January 2001 - January 2003
Skills
Teamwork, Customer Satisfaction, Leadership, Employee Relations, Warehousing, Telephone Skills, Team Building, Econometrics, Macroeconomics, Microeconomics, Statistics, Microsoft Excel
Education
Colorado State University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Front Range Community College 2009 — 2011
Sierra College 2001 — 2003
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Randstad February 2015 - March 2015
Scottrade October 2014 - February 2015
Apria Healthcare August 2014 - October 2014
Apria Healthcare May 2012 - May 2014
Apria Healthcare February 2006 - May 2012
Apria Healthcare February 2003 - August 2005
PetSmart January 2001 - January 2003
Skills
Teamwork, Customer Satisfaction, Leadership, Employee Relations, Warehousing, Telephone Skills, Team Building, Econometrics, Macroeconomics, Microeconomics, Statistics, Microsoft Excel
Education
Colorado State University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Front Range Community College 2009 — 2011
Sierra College 2001 — 2003
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Yerandy del Prado Yerandy del Prado's Scottrade Experience May 2012 - April 2015
Job Benefit & Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Scottrade May 2012 - April 2015
Scottrade October 2010 - May 2012
Skills
Investments, Series 7, Equities, Financial Modeling, Financial Analysis, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Securities, Finance, Valuation, Bloomberg, Strategic Financial..., Banking
Education
Florida International University - College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Central Florida 2008 — 2010
Associate's degree, Finance, General
Principal Financial Group April 2015 - Present
Scottrade May 2012 - April 2015
Scottrade October 2010 - May 2012
Skills
Investments, Series 7, Equities, Financial Modeling, Financial Analysis, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Securities, Finance, Valuation, Bloomberg, Strategic Financial..., Banking
Education
Florida International University - College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Central Florida 2008 — 2010
Associate's degree, Finance, General
Shagor Rahman Shagor Rahman's Scottrade Experience February 2006 - May 2006
Job Senior Product Developer at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems March 2013 - Present
Thomson Reuters July 2011 - January 2013
Thomson Reuters July 2007 - July 2011
U.S. Department of Justice July 2006 - May 2007
Scottrade February 2006 - May 2006
Fed Funding Mortgage Corporation May 2005 - January 2006
Skills
Equities, Financial Markets, Capital Markets, Hedge Funds, Market Data, Financial Modeling, Portfolio Management, Derivatives, Fixed Income, Securities, Investments, Asset Managment, Economics, Investment Banking, Quantitative Analytics, Thompson One, Financial Analysis, Finance, Analysis, Electronic Trading, Relationship Management, Analytics, Competitive Analysis, Asset Management
Education
George Mason University 2003 — 2007
BS, Finance and Economics
Portsmouth Highschool 2001 — 2003
FactSet Research Systems March 2013 - Present
Thomson Reuters July 2011 - January 2013
Thomson Reuters July 2007 - July 2011
U.S. Department of Justice July 2006 - May 2007
Scottrade February 2006 - May 2006
Fed Funding Mortgage Corporation May 2005 - January 2006
Skills
Equities, Financial Markets, Capital Markets, Hedge Funds, Market Data, Financial Modeling, Portfolio Management, Derivatives, Fixed Income, Securities, Investments, Asset Managment, Economics, Investment Banking, Quantitative Analytics, Thompson One, Financial Analysis, Finance, Analysis, Electronic Trading, Relationship Management, Analytics, Competitive Analysis, Asset Management
Education
George Mason University 2003 — 2007
BS, Finance and Economics
Portsmouth Highschool 2001 — 2003
Robb Meyer Robb Meyer's Scottrade Experience June 2009 - April 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - July 2013
Scottrade June 2009 - April 2012
United States Marine Corps October 2002 - September 2006
Skills
Series 7, Series 63, series 66
Education
Grand Valley State University 2007 — 2009
BBA, Finance/ Economics
Grand Rapids Community College 2006 — 2007
Associate's degree, Business Administration and Management, General
West ottawa
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - July 2013
Scottrade June 2009 - April 2012
United States Marine Corps October 2002 - September 2006
Skills
Series 7, Series 63, series 66
Education
Grand Valley State University 2007 — 2009
BBA, Finance/ Economics
Grand Rapids Community College 2006 — 2007
Associate's degree, Business Administration and Management, General
West ottawa
Satyam Verma's Scottrade Experience September 2008 - January 2010
Job Entrepreneur. Strategic Sales. Branding.
Industry Information Technology and Services
Experience
Contactually May 2015 - Present
Contactually August 2014 - May 2015
Contactually April 2014 - August 2014
RaceResponse September 2013 - April 2014
ADG Tech Consulting, LLC August 2012 - February 2014
Orthocare RN April 2012 - August 2012
Sage July 2011 - October 2011
Peake Management Inc June 2010 - October 2010
USMP February 2009 - April 2010
Scottrade September 2008 - January 2010
Skills
Valuation, Marketing, Business Strategy, Public Relations, CRM, Advertising, Leadership, Proposal Writing, Business Development, Quality Control, Business Process..., Analysis, CMMI, Management, Salesforce.com, Training, Sales, PowerPoint, Telemarketing, Microsoft Excel, Strategy
Education
George Mason University
Economics
Contactually May 2015 - Present
Contactually August 2014 - May 2015
Contactually April 2014 - August 2014
RaceResponse September 2013 - April 2014
ADG Tech Consulting, LLC August 2012 - February 2014
Orthocare RN April 2012 - August 2012
Sage July 2011 - October 2011
Peake Management Inc June 2010 - October 2010
USMP February 2009 - April 2010
Scottrade September 2008 - January 2010
Skills
Valuation, Marketing, Business Strategy, Public Relations, CRM, Advertising, Leadership, Proposal Writing, Business Development, Quality Control, Business Process..., Analysis, CMMI, Management, Salesforce.com, Training, Sales, PowerPoint, Telemarketing, Microsoft Excel, Strategy
Education
George Mason University
Economics
Stephen Werkmeister Stephen Werkmeister's Scottrade Experience January 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade February 2012 - December 2012
Edward Jones May 2011 - November 2011
Skills
Finance
Education
Lindenwood University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fontbonne University 2006 — 2010
Bachelor's degree, Communication and Media Studies
Scottrade January 2013 - Present
Scottrade February 2012 - December 2012
Edward Jones May 2011 - November 2011
Skills
Finance
Education
Lindenwood University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fontbonne University 2006 — 2010
Bachelor's degree, Communication and Media Studies
Ishaan Godbole Ishaan Godbole's Scottrade Experience February 2008 - November 2011
Job SAP Opentext Consultant with HRIS/CRM Business Process Expertise
Industry Information Technology and Services
Experience
Slalom Consulting November 2014 - Present
AliTek 2014 - 2014
Delaware Exaserv February 2012 - September 2013
Optima ECM Consulting 2013 - 2013
Scottrade February 2008 - November 2011
SAP Research Firm 2008 - 2011
Skills
SAP, Salesforce.com, Management, Microsoft Excel, CRM, Microsoft Office, Financial Accounting, Strategic Planning, Process Improvement, Training, Microsoft Word, Consulting, OpenText Invoice..., Leadership, Finance, Vendor Management, PowerPoint, ERP, Analysis, People Skills, Software Documentation, Business Analysis, Outlook, Change Management, SAP ERP, Enterprise Software, Business Process, Strategy, Salesforce.com..., Salesforce Training, ADP Payroll, Ultipro
Education
Georgia State University 2006 — 2010
Bachelor of Business Administration, Finance
Slalom Consulting November 2014 - Present
AliTek 2014 - 2014
Delaware Exaserv February 2012 - September 2013
Optima ECM Consulting 2013 - 2013
Scottrade February 2008 - November 2011
SAP Research Firm 2008 - 2011
Skills
SAP, Salesforce.com, Management, Microsoft Excel, CRM, Microsoft Office, Financial Accounting, Strategic Planning, Process Improvement, Training, Microsoft Word, Consulting, OpenText Invoice..., Leadership, Finance, Vendor Management, PowerPoint, ERP, Analysis, People Skills, Software Documentation, Business Analysis, Outlook, Change Management, SAP ERP, Enterprise Software, Business Process, Strategy, Salesforce.com..., Salesforce Training, ADP Payroll, Ultipro
Education
Georgia State University 2006 — 2010
Bachelor of Business Administration, Finance
Bryan Dodson Bryan Dodson's Scottrade Experience February 2012 - Present
Job Display Advertising at Scottrade
Industry Marketing and Advertising
Experience
Scottrade February 2012 - Present
Education
Fontbonne University
Bachelors
Rockwood Summit
Scottrade February 2012 - Present
Education
Fontbonne University
Bachelors
Rockwood Summit
Rachel Rouzard Rachel Rouzard's Scottrade Experience February 2015 - July 2015
Job Student at Florida International University Chaplin School of Hospitality and Tourism
Industry Hospitality
Experience
RayShine Nails & Spa November 2010 - Present
E & M Rehab & Medical Center October 2008 - Present
Scottrade February 2015 - July 2015
Creative Marketing Concepts February 2014 - March 2015
AroundTown Magazine December 2013 - April 2014
iOWNPr May 2013 - September 2013
Poe Boy Music Group March 2008 - September 2008
Skills
Film Editing, Creative Writing, Camera Operator, Field Production, TV production, Radio Broadcasting, nail technician, Makeup Artistry, Skin Care, Entertainment, Final Cut Studio, Publicity, Digital Media, Creative Writer, Press Releases, Media Relations, Blogging, Social Networking, Social Media Measurement, Facebook, Sponsorship, SEO copywriting, Corporate Communications, Blogger, Social Media Marketing, Social Media Consulting, Camera Operating, Broadcast, Video Production, EFP, Television, Social Media, Music Videos, Documentaries, Marketing, Advertising
Education
Florida International University - College of Business 2015 — 2017
Master’s Degree, Business/Managerial Economics
Florida International University 2012 — 2015
Bachelor’s Degree, Major: Hospitality Management Minor: Finance & Public Relations, A
Miami Dade College 2007 — 2010
Associate of Arts (AA) and Associate of Science (AS), Mass Communication/Media Studies and Radio & Television Broadcasting
Beauty Schools of America 2009 — 2009
Nail Technician/ Facial Specialist, A
Dr. Michael M. Krop Senior High School 2003 — 2007
High School
RayShine Nails & Spa November 2010 - Present
E & M Rehab & Medical Center October 2008 - Present
Scottrade February 2015 - July 2015
Creative Marketing Concepts February 2014 - March 2015
AroundTown Magazine December 2013 - April 2014
iOWNPr May 2013 - September 2013
Poe Boy Music Group March 2008 - September 2008
Skills
Film Editing, Creative Writing, Camera Operator, Field Production, TV production, Radio Broadcasting, nail technician, Makeup Artistry, Skin Care, Entertainment, Final Cut Studio, Publicity, Digital Media, Creative Writer, Press Releases, Media Relations, Blogging, Social Networking, Social Media Measurement, Facebook, Sponsorship, SEO copywriting, Corporate Communications, Blogger, Social Media Marketing, Social Media Consulting, Camera Operating, Broadcast, Video Production, EFP, Television, Social Media, Music Videos, Documentaries, Marketing, Advertising
Education
Florida International University - College of Business 2015 — 2017
Master’s Degree, Business/Managerial Economics
Florida International University 2012 — 2015
Bachelor’s Degree, Major: Hospitality Management Minor: Finance & Public Relations, A
Miami Dade College 2007 — 2010
Associate of Arts (AA) and Associate of Science (AS), Mass Communication/Media Studies and Radio & Television Broadcasting
Beauty Schools of America 2009 — 2009
Nail Technician/ Facial Specialist, A
Dr. Michael M. Krop Senior High School 2003 — 2007
High School
Sarah Ciolek Sarah Ciolek's Scottrade Experience May 2011 - September 2011
Job
Industry International Trade and Development
Experience
Sandler & Travis Trade Advisory Services, Inc. January 2015 - Present
Sandler & Travis Trade Advisory Services, Inc. August 2013 - December 2014
Sandler & Travis Trade Advisory Services, Inc. April 2013 - August 2013
Sandler & Travis Trade Advisory Services, Inc. October 2011 - April 2013
Scottrade May 2011 - September 2011
PNC July 2010 - December 2010
Advanced Medical Solutions May 2005 - September 2007
Skills
Data Analysis, Goal Oriented, Organization, Highly detail oriented, International Trade, Database Design, International Relations, Leadership, Banking, Retail Sales, High level of initiative, Proactive self-starter, Strategic Planning, Eagerness to Learn, Fast Learner, Intuitiveness, Event Planning, Public Speaking, Process Improvement, Supply Chain Management, Supply Chain, Operations Management, Customer Service, Analysis, Time Management, Spanish, Teamwork, International Business, Accounting, Logistics, Access, SAP, Management, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Training, Microsoft Excel, Marketing Research, Market Research, Social Networking, Account Management, Negotiation, Inventory Management, Finance, Retail, Outlook
Education
Madonna University 2008 — 2012
Bachelor of Science (B.S.), International Business and Economics, Alum
Franciscan University of Steubenville 2011 — 2011
International Business
Sandler & Travis Trade Advisory Services, Inc. January 2015 - Present
Sandler & Travis Trade Advisory Services, Inc. August 2013 - December 2014
Sandler & Travis Trade Advisory Services, Inc. April 2013 - August 2013
Sandler & Travis Trade Advisory Services, Inc. October 2011 - April 2013
Scottrade May 2011 - September 2011
PNC July 2010 - December 2010
Advanced Medical Solutions May 2005 - September 2007
Skills
Data Analysis, Goal Oriented, Organization, Highly detail oriented, International Trade, Database Design, International Relations, Leadership, Banking, Retail Sales, High level of initiative, Proactive self-starter, Strategic Planning, Eagerness to Learn, Fast Learner, Intuitiveness, Event Planning, Public Speaking, Process Improvement, Supply Chain Management, Supply Chain, Operations Management, Customer Service, Analysis, Time Management, Spanish, Teamwork, International Business, Accounting, Logistics, Access, SAP, Management, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Training, Microsoft Excel, Marketing Research, Market Research, Social Networking, Account Management, Negotiation, Inventory Management, Finance, Retail, Outlook
Education
Madonna University 2008 — 2012
Bachelor of Science (B.S.), International Business and Economics, Alum
Franciscan University of Steubenville 2011 — 2011
International Business
Dipan Sheth, CSM Dipan Sheth, CSM's Scottrade Experience June 2006 - January 2008
Job Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte 2014 - Present
PwC 2012 - 2014
Georgia-Pacific LLC March 2011 - June 2012
Professional Linguistics 2005 - 2010
Lenovo October 2008 - July 2009
Scottrade June 2006 - January 2008
Skills
SharePoint, Software Documentation, Management, Security, Requirements Analysis, SQL, Visio, Windows 7, Project Management, Microsoft Office, IBM Rational System..., RUP Methodologies, COCOMO, Business Process..., BizAgi, BPMN, SharePoint Designer, iRise, Photoshop, Ubuntu, Microsoft SQL Server, Java, HTML, JavaScript, UML, Cost Management, Management Accounting, Cost Accounting, Strategic Consulting, Process Consulting, Federal Government, Federal Budget, Proposal Support, Federal Proposals, Working Capital..., Google Analytics, Google Docs, Google API, APIs, Amazon Mechanical Turk, Crowdsourcing, Cloud Computing, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Certified Scrum Master..., Scrum, Leadership, Business Intelligence, Access
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration, Computer Information Systems, 3.9
Deloitte 2014 - Present
PwC 2012 - 2014
Georgia-Pacific LLC March 2011 - June 2012
Professional Linguistics 2005 - 2010
Lenovo October 2008 - July 2009
Scottrade June 2006 - January 2008
Skills
SharePoint, Software Documentation, Management, Security, Requirements Analysis, SQL, Visio, Windows 7, Project Management, Microsoft Office, IBM Rational System..., RUP Methodologies, COCOMO, Business Process..., BizAgi, BPMN, SharePoint Designer, iRise, Photoshop, Ubuntu, Microsoft SQL Server, Java, HTML, JavaScript, UML, Cost Management, Management Accounting, Cost Accounting, Strategic Consulting, Process Consulting, Federal Government, Federal Budget, Proposal Support, Federal Proposals, Working Capital..., Google Analytics, Google Docs, Google API, APIs, Amazon Mechanical Turk, Crowdsourcing, Cloud Computing, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Certified Scrum Master..., Scrum, Leadership, Business Intelligence, Access
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration, Computer Information Systems, 3.9
Bradford Richardson CFP®, CWS® Bradford Richardson CFP®, CWS®'s Scottrade Experience June 2015 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
USAA March 2011 - June 2015
J.P. Morgan September 2010 - March 2011
WyHy Federal Credit Union September 2009 - September 2010
Raymond James Financial Inc. February 2006 - September 2009
Charles Schwab March 1995 - February 2006
Skills
Series 7, Investments, Securities, Mutual Funds, Financial Modeling, Series 63, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Analysis, Equities, Estate Planning, Risk Management, Strategic Financial..., Valuation, Fixed Income, Investment Strategies, Wealth, Financial Planning, Financial Services, Finance, Investment Management, Investment Advisory, Retirement, FINRA, Financial Advisory
Education
University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Florida Institute of Technology 1998 — 2000
Certificate in Financial Planning
Scottrade June 2015 - Present
USAA March 2011 - June 2015
J.P. Morgan September 2010 - March 2011
WyHy Federal Credit Union September 2009 - September 2010
Raymond James Financial Inc. February 2006 - September 2009
Charles Schwab March 1995 - February 2006
Skills
Series 7, Investments, Securities, Mutual Funds, Financial Modeling, Series 63, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Analysis, Equities, Estate Planning, Risk Management, Strategic Financial..., Valuation, Fixed Income, Investment Strategies, Wealth, Financial Planning, Financial Services, Finance, Investment Management, Investment Advisory, Retirement, FINRA, Financial Advisory
Education
University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Florida Institute of Technology 1998 — 2000
Certificate in Financial Planning
Andrew Hackman's Scottrade Experience May 2010 - May 2011
Job Sr. Financial Analyst at University of Miami
Industry Oil & Energy
Experience
University of Miami February 2015 - Present
World Fuel Services September 2013 - February 2015
Office Depot April 2013 - September 2013
Office Depot September 2012 - April 2013
Villanova University May 2011 - May 2012
Scottrade May 2010 - May 2011
Florida State University August 2007 - May 2011
Financial Modeling January 2011 - January 2011
Tau Kappa Epsilon Fraternity August 2009 - December 2010
Florida State University December 2009 - January 2010
Skills
Financial Reporting, Financial Management, Financial Analysis, Teamwork, Financial Modeling, Valuation, Forecasting, Portfolio Management, Derivatives
Education
Villanova University 2011 — 2012
MS, Finance
Florida State University 2007 — 2011
BS, Finance and Real Estate
University of Miami February 2015 - Present
World Fuel Services September 2013 - February 2015
Office Depot April 2013 - September 2013
Office Depot September 2012 - April 2013
Villanova University May 2011 - May 2012
Scottrade May 2010 - May 2011
Florida State University August 2007 - May 2011
Financial Modeling January 2011 - January 2011
Tau Kappa Epsilon Fraternity August 2009 - December 2010
Florida State University December 2009 - January 2010
Skills
Financial Reporting, Financial Management, Financial Analysis, Teamwork, Financial Modeling, Valuation, Forecasting, Portfolio Management, Derivatives
Education
Villanova University 2011 — 2012
MS, Finance
Florida State University 2007 — 2011
BS, Finance and Real Estate
Prashant Dhingra, CPA Prashant Dhingra, CPA's Scottrade Experience June 2008 - September 2010
Job Senior Reinsurance Accountant at Interstate National
Industry Accounting
Experience
Interstate National July 2013 - Present
Grant Thornton LLP January 2013 - June 2013
Board of Regents of the University System of Georgia August 2012 - January 2013
E*TRADE Financial September 2010 - September 2011
Scottrade June 2008 - September 2010
Wachovia Securities, LLC May 2007 - May 2008
Skills
Trading, Excel, PowerPoint, Access, Customer Service, Accounting
Education
Georgia State University 2011 — 2012
Masters in Professional Accountancy, Accounting
Furman University 2010 — 2010
Accounting
Virginia Commonwealth University 2002 — 2006
Bachelors of Science, Finance
Interstate National July 2013 - Present
Grant Thornton LLP January 2013 - June 2013
Board of Regents of the University System of Georgia August 2012 - January 2013
E*TRADE Financial September 2010 - September 2011
Scottrade June 2008 - September 2010
Wachovia Securities, LLC May 2007 - May 2008
Skills
Trading, Excel, PowerPoint, Access, Customer Service, Accounting
Education
Georgia State University 2011 — 2012
Masters in Professional Accountancy, Accounting
Furman University 2010 — 2010
Accounting
Virginia Commonwealth University 2002 — 2006
Bachelors of Science, Finance
Keely Pellouchoud's Scottrade Experience January 2012 - June 2013
Job Experienced Quality Assurance Engineer
Industry Information Technology and Services
Experience
Scottrade January 2012 - June 2013
ISS, Inc. January 2010 - January 2011
ISS, Inc. September 2007 - January 2010
Skills
Quality Assurance, Testing, SQL, Agile Methodologies, Quality Center, Agile & Waterfall..., Test Cases, Manual Testing, Regression Testing, Microsoft Excel, Microsoft Word, SnagIt, Confluence, Atlassian JIRA, OSGi, QTP, Test Planning, SoapUI, Requirements Analysis
Education
Fort Lewis College 2005 — 2007
Bachelor of Arts (B.A.), Mathematics
Front Range Community College 2003 — 2005
Associate of Arts (A.A.)
Scottrade January 2012 - June 2013
ISS, Inc. January 2010 - January 2011
ISS, Inc. September 2007 - January 2010
Skills
Quality Assurance, Testing, SQL, Agile Methodologies, Quality Center, Agile & Waterfall..., Test Cases, Manual Testing, Regression Testing, Microsoft Excel, Microsoft Word, SnagIt, Confluence, Atlassian JIRA, OSGi, QTP, Test Planning, SoapUI, Requirements Analysis
Education
Fort Lewis College 2005 — 2007
Bachelor of Arts (B.A.), Mathematics
Front Range Community College 2003 — 2005
Associate of Arts (A.A.)
Amanda Brown, MBA Amanda Brown, MBA's Scottrade Experience October 2014 - Present
Job Project Accountant at Washington University
Industry Accounting
Experience
Scottrade October 2014 - Present
Ingersoll Rand June 2006 - October 2012
Clayco May 2005 - June 2006
Skills
Invoicing, Customer Service, Accounts Receivable, Budgeting, Accounts Payable, Word, Microsoft Office, Excel, PowerPoint, Accounting, Customer Relations, Windows, Payroll, Supervisory Skills, Administration, Contract Management, Scheduling, Cost Control, Access, Financial Reporting, Billing, Reconciliation, Accruals, Contract Negotiation, SAP, Customer Satisfaction, General Ledger, Spreadsheets, Quickbooks, Teamwork, Payroll Processing, Account Reconciliation, Data Entry, Lotus Notes
Education
Fontbonne University 2009 — 2011
MBA/MM, Management
Fontbonne University 2006 — 2008
BBA, Accounting/Management/Human Resources
Scottrade October 2014 - Present
Ingersoll Rand June 2006 - October 2012
Clayco May 2005 - June 2006
Skills
Invoicing, Customer Service, Accounts Receivable, Budgeting, Accounts Payable, Word, Microsoft Office, Excel, PowerPoint, Accounting, Customer Relations, Windows, Payroll, Supervisory Skills, Administration, Contract Management, Scheduling, Cost Control, Access, Financial Reporting, Billing, Reconciliation, Accruals, Contract Negotiation, SAP, Customer Satisfaction, General Ledger, Spreadsheets, Quickbooks, Teamwork, Payroll Processing, Account Reconciliation, Data Entry, Lotus Notes
Education
Fontbonne University 2009 — 2011
MBA/MM, Management
Fontbonne University 2006 — 2008
BBA, Accounting/Management/Human Resources
Adam M. Sommer Adam M. Sommer's Scottrade Experience January 2002 - December 2004
Job Information Security, IT Audit, Risk & Compliance
Industry Information Technology and Services
Experience
MasterCard November 2013 - Present
PCI Security Standards Council November 2013 - Present
MasterCard August 2012 - October 2013
MasterCard February 2008 - August 2012
MasterCard March 2006 - February 2008
RubinBrown LLP January 2005 - March 2006
Best Buy June 1999 - January 2005
Scottrade January 2002 - December 2004
U.S. House of Representatives May 2000 - August 2000
Education
Washington University in St. Louis 2007 — 2009
Master of Arts (MA)
Maryville University of Saint Louis 2005 — 2007
Master of Business Administration (MBA)
Fontbonne University 2001 — 2004
Bachelor of Science (BS)
Lafayette High School 1997 — 2001
Diploma
MasterCard November 2013 - Present
PCI Security Standards Council November 2013 - Present
MasterCard August 2012 - October 2013
MasterCard February 2008 - August 2012
MasterCard March 2006 - February 2008
RubinBrown LLP January 2005 - March 2006
Best Buy June 1999 - January 2005
Scottrade January 2002 - December 2004
U.S. House of Representatives May 2000 - August 2000
Education
Washington University in St. Louis 2007 — 2009
Master of Arts (MA)
Maryville University of Saint Louis 2005 — 2007
Master of Business Administration (MBA)
Fontbonne University 2001 — 2004
Bachelor of Science (BS)
Lafayette High School 1997 — 2001
Diploma
Andrew Worth Andrew Worth's Scottrade Experience 2002 - 2014
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade 2002 - 2014
Lincoln Financial Advisors 1999 - 2002
Solomon Smith Barney 1998 - 1999
Freeman Welwood & Co 1993 - 1998
Prudential Bache Securities 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Pacific Stock Exchange - Pacific Clearing 1985 - 1986
Skills
Investments, Mutual Funds, Finance, Trading, Securities, Asset Allocation
Education
Gonzaga University 1990 — 1993
Bachelor of Business Administration (BBA), Finance
Scottrade 2002 - 2014
Lincoln Financial Advisors 1999 - 2002
Solomon Smith Barney 1998 - 1999
Freeman Welwood & Co 1993 - 1998
Prudential Bache Securities 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Pacific Stock Exchange - Pacific Clearing 1985 - 1986
Skills
Investments, Mutual Funds, Finance, Trading, Securities, Asset Allocation
Education
Gonzaga University 1990 — 1993
Bachelor of Business Administration (BBA), Finance
Alice Tham Alice Tham's Scottrade Experience March 2011 - July 2012
Job Operations Manager at Thomas J Herzfeld Advisors, Inc.
Industry Financial Services
Experience
Thomas J Herzfeld Advisors, Inc June 2012 - Present
Yummy Asian Grill May 2009 - October 2013
Scottrade March 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, Cantonese, Data Entry, Customer Service, PowerPoint, Outlook, Time Management, Leadership, Microsoft Word, Financial Analysis, Access, Portfolio Management
Education
Florida International University - College of Business Administration 2009 — 2012
Bachelor of Business Administration (BBA), International Business, Finance
Thomas J Herzfeld Advisors, Inc June 2012 - Present
Yummy Asian Grill May 2009 - October 2013
Scottrade March 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, Cantonese, Data Entry, Customer Service, PowerPoint, Outlook, Time Management, Leadership, Microsoft Word, Financial Analysis, Access, Portfolio Management
Education
Florida International University - College of Business Administration 2009 — 2012
Bachelor of Business Administration (BBA), International Business, Finance
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
John Burns, MBA's Scottrade Experience October 2014 - Present
Job Sr. Finance & Hyperion Analyst at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Scottrade October 2013 - October 2014
Magellan Health Services May 2006 - October 2013
Magellan Behavior Health January 2004 - May 2005
Swank Motion Pictures August 1997 - June 2003
Skills
Analysis, Integration, Business Analysis, Software Implementation, Business Process, Business Intelligence, Data Analysis, ERP, Business Process..., Financial Reporting, Project Management, Financials, Essbase, Process Improvement, Systems Analysis, Training, Requirements Analysis, Software Project..., SQL, Administration, Testing, Change Management, Troubleshooting, Leadership, Contract Negotiation, IT Operations, User Acceptance Testing, Team Leadership, Healthcare Information..., HIPAA, Financial Systems, Business Process..., Accounting System, Lawson, Hyperion, AS400, RPG, Excel, Compliance, Documentation, Problem Solving, Budgeting, Operating Systems, Contract Management, Network Administration, Windows, Sarbanes-Oxley, PeopleSoft, Hyperion Planning, Hyperion EPM
Education
Fontbonne University 2010 — 2012
MBA, Business, 3.69 GPA
University of Missouri - St. Louis 1999 — 2005
Chancellors Certificate on the Computer, Computer and Information Sciences and Support Services
Maryville University of Saint Louis 1996 — 1998
BS, Information Systems
Maryville University of Saint Louis 1985 — 1991
BS, Management/Marketing
Scottrade October 2014 - Present
Scottrade October 2013 - October 2014
Magellan Health Services May 2006 - October 2013
Magellan Behavior Health January 2004 - May 2005
Swank Motion Pictures August 1997 - June 2003
Skills
Analysis, Integration, Business Analysis, Software Implementation, Business Process, Business Intelligence, Data Analysis, ERP, Business Process..., Financial Reporting, Project Management, Financials, Essbase, Process Improvement, Systems Analysis, Training, Requirements Analysis, Software Project..., SQL, Administration, Testing, Change Management, Troubleshooting, Leadership, Contract Negotiation, IT Operations, User Acceptance Testing, Team Leadership, Healthcare Information..., HIPAA, Financial Systems, Business Process..., Accounting System, Lawson, Hyperion, AS400, RPG, Excel, Compliance, Documentation, Problem Solving, Budgeting, Operating Systems, Contract Management, Network Administration, Windows, Sarbanes-Oxley, PeopleSoft, Hyperion Planning, Hyperion EPM
Education
Fontbonne University 2010 — 2012
MBA, Business, 3.69 GPA
University of Missouri - St. Louis 1999 — 2005
Chancellors Certificate on the Computer, Computer and Information Sciences and Support Services
Maryville University of Saint Louis 1996 — 1998
BS, Information Systems
Maryville University of Saint Louis 1985 — 1991
BS, Management/Marketing
Daniel Goodale's Scottrade Experience March 2014 - Present
Job If you're not learning, you're not living.
Industry Information Technology and Services
Experience
Scottrade March 2014 - Present
Triwest Healthcare Alliance March 2003 - March 2013
TriWest Healthcare Alliance November 2000 - March 2003
Entex Information Systems April 1996 - June 2000
Entex Information Systems July 1995 - April 1996
ACCRAM, Inc. 1993 - 1995
Avnet Computers 1990 - 1992
Skills
HIPAA, DHCP, Troubleshooting, Security, Software Documentation, Servers, Network Monitoring Tools, Network Administration, Infrastructure..., Technical Support, DNS, SCCM, WAN, Network Security, Virtualization, Microsoft Technologies, Data Center, Windows 7, Cisco Routers, Help Desk Support, Networking, Unix, Windows, Active Directory, Computer Hardware, Cisco Technologies, Switches, VPN, Routers, Firewalls
Education
Kofa High School 1971 — 1975
3 years electronics, Grade average B+
Gateway Community College 1981 — 1981
none, microprocessors & assembly language, 4.0
Mesa Community College 1981 — 1982
none, Math for Electronics, Pascal, Basic, 3.7
Scottrade March 2014 - Present
Triwest Healthcare Alliance March 2003 - March 2013
TriWest Healthcare Alliance November 2000 - March 2003
Entex Information Systems April 1996 - June 2000
Entex Information Systems July 1995 - April 1996
ACCRAM, Inc. 1993 - 1995
Avnet Computers 1990 - 1992
Skills
HIPAA, DHCP, Troubleshooting, Security, Software Documentation, Servers, Network Monitoring Tools, Network Administration, Infrastructure..., Technical Support, DNS, SCCM, WAN, Network Security, Virtualization, Microsoft Technologies, Data Center, Windows 7, Cisco Routers, Help Desk Support, Networking, Unix, Windows, Active Directory, Computer Hardware, Cisco Technologies, Switches, VPN, Routers, Firewalls
Education
Kofa High School 1971 — 1975
3 years electronics, Grade average B+
Gateway Community College 1981 — 1981
none, microprocessors & assembly language, 4.0
Mesa Community College 1981 — 1982
none, Math for Electronics, Pascal, Basic, 3.7
Jeremy Carragher's Scottrade Experience 2006 - 2008
Job Project Manager at SSL Energy Solutions
Industry Electrical/Electronic Manufacturing
Experience
SSL Energy Solutions June 2012 - Present
J.P. Morgan February 2010 - November 2012
J.P. Morgan February 2009 - February 2010
JPMorgan Chase and Co February 2008 - February 2009
Scottrade 2006 - 2008
Implied Capital LLC July 2007 - December 2007
Skills
Equities, Derivatives, Fixed Income, Financial Modeling, Valuation, Securities, Investment Banking, Financial Analysis, Investments, Options, Portfolio Management, Capital Markets, Hedge Funds, Equity Derivatives, Project Management, Microsoft Excel
Education
Florida State University 2005 — 2008
Bachelors of Arts, Finance
SSL Energy Solutions June 2012 - Present
J.P. Morgan February 2010 - November 2012
J.P. Morgan February 2009 - February 2010
JPMorgan Chase and Co February 2008 - February 2009
Scottrade 2006 - 2008
Implied Capital LLC July 2007 - December 2007
Skills
Equities, Derivatives, Fixed Income, Financial Modeling, Valuation, Securities, Investment Banking, Financial Analysis, Investments, Options, Portfolio Management, Capital Markets, Hedge Funds, Equity Derivatives, Project Management, Microsoft Excel
Education
Florida State University 2005 — 2008
Bachelors of Arts, Finance
Peter Conniff's Scottrade Experience July 2013 - Present
Job Scottrade
Industry Capital Markets
Experience
Bank of America Merrill Lynch January 2015 - Present
Scottrade July 2013 - Present
Merrill Lynch 1987 - 2011
Skills
Equities, Securities, Capital Markets, Trading, Series 63, Alternative Investments, Financial Services, Financial Markets, Back Office, Investments, Asset Management, Investment Strategies, Private Equity, Portfolio Management, Investment Banking, FINRA
Education
Fordham University 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
Xavier High School
Bank of America Merrill Lynch January 2015 - Present
Scottrade July 2013 - Present
Merrill Lynch 1987 - 2011
Skills
Equities, Securities, Capital Markets, Trading, Series 63, Alternative Investments, Financial Services, Financial Markets, Back Office, Investments, Asset Management, Investment Strategies, Private Equity, Portfolio Management, Investment Banking, FINRA
Education
Fordham University 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
Xavier High School
Jesse Puckett's Scottrade Experience August 2009 - September 2013
Job Vice President, SRM at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Scottrade August 2009 - September 2013
Scottrade August 2003 - August 2009
Automotive PC January 2002 - August 2004
Skills
Investments, Securities, Bonds, Options, Corporate Finance, Trading, Fixed Income, Valuation, Finance, Series 7, Portfolio Management, Financial Markets
Education
Mercer University - Stetson School of Business and Economics 2007 — 2008
MBA, Finance
Georgia Institute of Technology 1997 — 2003
BS, Management/Finance
BNY Mellon September 2013 - Present
Scottrade August 2009 - September 2013
Scottrade August 2003 - August 2009
Automotive PC January 2002 - August 2004
Skills
Investments, Securities, Bonds, Options, Corporate Finance, Trading, Fixed Income, Valuation, Finance, Series 7, Portfolio Management, Financial Markets
Education
Mercer University - Stetson School of Business and Economics 2007 — 2008
MBA, Finance
Georgia Institute of Technology 1997 — 2003
BS, Management/Finance
Karen Basford's Scottrade Experience Project ManagerGMAC Insurance1999 - 2007
Job IT Project Manager at Scottrade
Industry Financial Services
Experience
Scottrade Project ManagerGMAC Insurance1999 - 2007
GMAC 1999 - 2007
GMAC Insurance January 2004 - October 2006
GMAC Insurance November 2002 - December 2004
Skills
Agile Methodologies, Analysis, Business Analysis, Business Intelligence, Business Process, Business Process..., CRM, Change Management, Cross-functional Team..., Data Center, Data Modeling, Data Quality, Data Warehousing, Financial Services, IT Management, IT Strategy, Insurance, Leadership, MS Project, Management, PMO, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., SDLC, Software Project..., Team Leadership, Vendor Management, Visio, Waterfall
Education
Fontbonne University 1997 — 1999
University of Missouri-Saint Louis 1985 — 1990
BSBA, Marketing & Finance
Scottrade Project ManagerGMAC Insurance1999 - 2007
GMAC 1999 - 2007
GMAC Insurance January 2004 - October 2006
GMAC Insurance November 2002 - December 2004
Skills
Agile Methodologies, Analysis, Business Analysis, Business Intelligence, Business Process, Business Process..., CRM, Change Management, Cross-functional Team..., Data Center, Data Modeling, Data Quality, Data Warehousing, Financial Services, IT Management, IT Strategy, Insurance, Leadership, MS Project, Management, PMO, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., SDLC, Software Project..., Team Leadership, Vendor Management, Visio, Waterfall
Education
Fontbonne University 1997 — 1999
University of Missouri-Saint Louis 1985 — 1990
BSBA, Marketing & Finance
Antonio Regojo's Scottrade Experience September 2003 - April 2005
Job President at Inversionario, LLC
Industry Law Practice
Experience
Inversionario September 2010 - Present
Harper Meyer August 2007 - September 2010
Scottrade September 2003 - April 2005
Etrade Financial August 2000 - March 2003
Skills
Estate Planning, Corporate Law
Education
Florida International University - College of Law 2004 — 2007
J.D.
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 2000
Inversionario September 2010 - Present
Harper Meyer August 2007 - September 2010
Scottrade September 2003 - April 2005
Etrade Financial August 2000 - March 2003
Skills
Estate Planning, Corporate Law
Education
Florida International University - College of Law 2004 — 2007
J.D.
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 2000
Ryan Hubbell's Scottrade Experience January 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Scottrade Inc February 2011 - July 2011
Robert Half International Inc July 2007 - February 2008
N/A February 2006 - July 2007
2006 46th Congressional District Election Debate September 2006 - December 2006
La Quinta Inns & Suites Inc July 2003 - December 2006
Skills
Negotiation, Finance, Management, Leadership, Sales, Market Analysis, B2B, Cold Calling, Interviews, Recruiting, Economics, Real Estate, Econometrics, Analysis, Investments, Series 7, Series 63, Risk Management, Financial Services, Investment Management, Portfolio Management, Asset Allocation, Wealth Management, Sales Management, Retirement Planning, Options Strategies, Mutual Funds, Strategy, Equities, ETFs, Derivatives, Data Analysis, Microsoft Excel, Financial Analysis, Forecasting, Customer Service
Education
Sonoma State University 2011 — 2013
B.A., Economics
Golden West College
A.A., Liberal Arts: Emphasis in Business and Technology
Scottrade January 2014 - Present
Scottrade Inc February 2011 - July 2011
Robert Half International Inc July 2007 - February 2008
N/A February 2006 - July 2007
2006 46th Congressional District Election Debate September 2006 - December 2006
La Quinta Inns & Suites Inc July 2003 - December 2006
Skills
Negotiation, Finance, Management, Leadership, Sales, Market Analysis, B2B, Cold Calling, Interviews, Recruiting, Economics, Real Estate, Econometrics, Analysis, Investments, Series 7, Series 63, Risk Management, Financial Services, Investment Management, Portfolio Management, Asset Allocation, Wealth Management, Sales Management, Retirement Planning, Options Strategies, Mutual Funds, Strategy, Equities, ETFs, Derivatives, Data Analysis, Microsoft Excel, Financial Analysis, Forecasting, Customer Service
Education
Sonoma State University 2011 — 2013
B.A., Economics
Golden West College
A.A., Liberal Arts: Emphasis in Business and Technology
David Kass's Scottrade Experience January 2012 - Present
Job Investment Consultant at Scottrade
Industry Capital Markets
Experience
Scottrade January 2012 - Present
Jackson Securities, LLC February 2010 - May 2011
FSC Securities Corporation October 2009 - January 2010
SunTrust Robinson Humphrey February 1994 - May 2009
Enterprise Capital Management November 1992 - February 1994
Banc of America Securities / C & S Securities June 1990 - November 1992
Charles Schwab September 1989 - June 1990
MONY Securities / FSC Securities March 1986 - September 1989
Skills
Trading System, Equities, Trading, Equity Trading, Electronic Trading, Fixed Income, Series 7, Securities, Bloomberg, FINRA, Investments, Series 63, Series 24, Traders, Asset Allocation, Mutual Funds, Options, Financial Services, Hedge Funds, Asset Managment, Financial Markets, Portfolio Management, Bonds, Trading Strategies, Trading Systems, Proprietary Trading, Investment Banking, Alternative Investments, Equity Research, FX Options, ETFs, Structured Products, Derivatives, Capital Markets, Valuation, Hedging, Equity Derivatives, Market Making, Finance, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Investment Management, Commodity, Prime Brokerage, Technical Analysis, Private Equity, FX trading, Institutional...
Education
Florida State University 1981 — 1985
BS, Economics
Scottrade January 2012 - Present
Jackson Securities, LLC February 2010 - May 2011
FSC Securities Corporation October 2009 - January 2010
SunTrust Robinson Humphrey February 1994 - May 2009
Enterprise Capital Management November 1992 - February 1994
Banc of America Securities / C & S Securities June 1990 - November 1992
Charles Schwab September 1989 - June 1990
MONY Securities / FSC Securities March 1986 - September 1989
Skills
Trading System, Equities, Trading, Equity Trading, Electronic Trading, Fixed Income, Series 7, Securities, Bloomberg, FINRA, Investments, Series 63, Series 24, Traders, Asset Allocation, Mutual Funds, Options, Financial Services, Hedge Funds, Asset Managment, Financial Markets, Portfolio Management, Bonds, Trading Strategies, Trading Systems, Proprietary Trading, Investment Banking, Alternative Investments, Equity Research, FX Options, ETFs, Structured Products, Derivatives, Capital Markets, Valuation, Hedging, Equity Derivatives, Market Making, Finance, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Investment Management, Commodity, Prime Brokerage, Technical Analysis, Private Equity, FX trading, Institutional...
Education
Florida State University 1981 — 1985
BS, Economics
Drew Fahrendorff's Scottrade Experience June 2007 - September 2009
Job Assistant Director at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) July 2014 - Present
Financial Industry Regulatory Authority (FINRA) March 2011 - July 2014
Financial Industry Regulatory Authority (FINRA) October 2009 - March 2011
Scottrade June 2007 - September 2009
Scottrade May 2006 - June 2007
Skills
Securities, FINRA, Series 7, Fixed Income, Bloomberg, Capital Markets, Investments, Financial Analysis, Financial Modeling, Risk Management, Wealth Management, Financial Advisory, Securities Regulation, Due Diligence, Asset Allocation, Economics, Mutual Funds, Financial Markets, Derivatives, Trading
Education
George Mason University 2003 — 2007
Bachelor of Science, Finance
Marymount University
Financial Industry Regulatory Authority (FINRA) July 2014 - Present
Financial Industry Regulatory Authority (FINRA) March 2011 - July 2014
Financial Industry Regulatory Authority (FINRA) October 2009 - March 2011
Scottrade June 2007 - September 2009
Scottrade May 2006 - June 2007
Skills
Securities, FINRA, Series 7, Fixed Income, Bloomberg, Capital Markets, Investments, Financial Analysis, Financial Modeling, Risk Management, Wealth Management, Financial Advisory, Securities Regulation, Due Diligence, Asset Allocation, Economics, Mutual Funds, Financial Markets, Derivatives, Trading
Education
George Mason University 2003 — 2007
Bachelor of Science, Finance
Marymount University
Ericka Washington's Scottrade Experience May 2011 - June 2011
Job Corporate Recuiter at Ameren
Industry Financial Services
Experience
Ameren November 2012 - Present
Pinnacle Entertainment January 2012 - July 2012
Pinnacle Entertainment October 2011 - January 2012
Scottrade May 2011 - June 2011
Edward Jones March 2010 - April 2011
Edward Jones November 2008 - March 2010
Edward Jones July 2006 - November 2008
Edward Jones May 2004 - July 2006
Education
Fontbonne University 2003 — 2007
Bachelor, Business Adminstration
Ameren November 2012 - Present
Pinnacle Entertainment January 2012 - July 2012
Pinnacle Entertainment October 2011 - January 2012
Scottrade May 2011 - June 2011
Edward Jones March 2010 - April 2011
Edward Jones November 2008 - March 2010
Edward Jones July 2006 - November 2008
Edward Jones May 2004 - July 2006
Education
Fontbonne University 2003 — 2007
Bachelor, Business Adminstration
Gail Dahlquist's Scottrade Experience November 2010 - Present
Job Senior Cobol Developer at Scottrade
Industry Information Technology and Services
Experience
Scottrade November 2010 - Present
Palm Coast Data April 2010 - October 2010
Kable News December 2005 - April 2010
Kable Fulfillment Services December 2005 - April 2010
EDS, an HP Company 1990 - 2005
neodata services 1980 - 1990
Education
Florida State University
BS, Mathematics Education
Scottrade November 2010 - Present
Palm Coast Data April 2010 - October 2010
Kable News December 2005 - April 2010
Kable Fulfillment Services December 2005 - April 2010
EDS, an HP Company 1990 - 2005
neodata services 1980 - 1990
Education
Florida State University
BS, Mathematics Education
Joiya Mitchell's Scottrade Experience July 2014 - October 2014
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Scottrade July 2014 - October 2014
Etrade Financial August 2013 - May 2014
E*TRADE Financial Corporation July 2008 - August 2013
E*TRADE Financial Corporation June 2006 - August 2008
Skills
Customer Service, Credit, Finance, Budgets, Analysis, Accounting, Financial Reporting, Account Management, Business Strategy, Team Building, Negotiation, Forecasting, Insurance, Investments, Equities, Financial Services
Education
Georgia Southern University 2000 — 2003
Bachelor of Business Administration (BBA), Finance
D.M. Therrell High School 1995 — 1999
Fidelity Investments September 2015 - Present
Scottrade July 2014 - October 2014
Etrade Financial August 2013 - May 2014
E*TRADE Financial Corporation July 2008 - August 2013
E*TRADE Financial Corporation June 2006 - August 2008
Skills
Customer Service, Credit, Finance, Budgets, Analysis, Accounting, Financial Reporting, Account Management, Business Strategy, Team Building, Negotiation, Forecasting, Insurance, Investments, Equities, Financial Services
Education
Georgia Southern University 2000 — 2003
Bachelor of Business Administration (BBA), Finance
D.M. Therrell High School 1995 — 1999
Rio Vitale's Scottrade Experience 1985 - 1999
Job Business Analyst at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
Scottrade 1985 - 1999
Skills
Business Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Microsoft SQL Server, Project Management, Team Leadership, Customer Service, SDLC, Vendor Management, Financial Analysis, Requirements Analysis, Business Requirements, SharePoint, Requirements Gathering, Insurance, Visio, PMO, Risk Management, PMP, Business Process..., Process Improvement, Data Warehousing, Oracle, Banking, Microsoft Excel, Software Project..., Analysis, Stock Option, Business Intelligence, Business Strategy, ITIL, Business Process, Project Portfolio...
Education
Fontbonne University 2004 — 2006
MBA, Busniess Administration
Webster University 1999 — 2001
BS, Information Management
The HIll
Wells Fargo Advisors, LLC August 2008 - Present
Scottrade 1985 - 1999
Skills
Business Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Microsoft SQL Server, Project Management, Team Leadership, Customer Service, SDLC, Vendor Management, Financial Analysis, Requirements Analysis, Business Requirements, SharePoint, Requirements Gathering, Insurance, Visio, PMO, Risk Management, PMP, Business Process..., Process Improvement, Data Warehousing, Oracle, Banking, Microsoft Excel, Software Project..., Analysis, Stock Option, Business Intelligence, Business Strategy, ITIL, Business Process, Project Portfolio...
Education
Fontbonne University 2004 — 2006
MBA, Busniess Administration
Webster University 1999 — 2001
BS, Information Management
The HIll
Robert Tudor's Scottrade Experience May 2011 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade May 2011 - Present
Scottrade May 2009 - May 2011
Education
Georgia State University 2007 — 2011
BBA, Finance, Risk Management/Insurance
Scottrade May 2011 - Present
Scottrade May 2009 - May 2011
Education
Georgia State University 2007 — 2011
BBA, Finance, Risk Management/Insurance
Becky Gabriel's Scottrade Experience October 2014 - Present
Job Divisional Support Specialist/West Division at Scottrade Financial
Industry Automotive
Experience
Scottrade October 2014 - Present
Enterprise Holdings Corporation September 2013 - July 2014
Skills
Account Management, Advertising, Customer Service, Budgets, Management, Marketing, Leadership, Marketing Strategy, Microsoft Office, New Business Development, Negotiation, Microsoft Word, Public Speaking, Sales Management, Social Media, Sales, Team Leadership, Microsoft Excel, Strategic Planning, Public Relations, Team Building, Customer Satisfaction, Project Management, Market Research, Retail, Social Networking, Business Development, Contract Negotiation
Education
Fontbonne University 2008 — 2011
Bachelor of science, Sports and entertainment marketing
Fontbonne University 2008 — 2011
Bachelor of Science (B.S.), Management/Marketing
Scottrade October 2014 - Present
Enterprise Holdings Corporation September 2013 - July 2014
Skills
Account Management, Advertising, Customer Service, Budgets, Management, Marketing, Leadership, Marketing Strategy, Microsoft Office, New Business Development, Negotiation, Microsoft Word, Public Speaking, Sales Management, Social Media, Sales, Team Leadership, Microsoft Excel, Strategic Planning, Public Relations, Team Building, Customer Satisfaction, Project Management, Market Research, Retail, Social Networking, Business Development, Contract Negotiation
Education
Fontbonne University 2008 — 2011
Bachelor of science, Sports and entertainment marketing
Fontbonne University 2008 — 2011
Bachelor of Science (B.S.), Management/Marketing
Jacob Buerke's Scottrade Experience May 2013 - October 2013
Job Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
Financial Industry Regulatory Authority November 2013 - September 2015
Scottrade May 2013 - October 2013
Scottrade November 2012 - May 2013
Scottrade Inc June 2010 - November 2012
Scottrade June 2009 - June 2010
Skills
Equities, Securities, Stocks, Bloomberg, Financial Analysis, PowerPoint, Critical Thinking, Microsoft Word, Customer Service, Microsoft Office, Accounting, Fixed Income, Financial Modeling, Finance, Microsoft Excel, Series 7, Trading, Investments, Series 63, Options, Financial Services, Team Building, Public Speaking, Mutual Funds, Strategic Planning
Education
Fontbonne University 2006 — 2010
Bachelor of Science (BS), Business Administration, Finance & Accounting, 3.5 Cumulative GPA
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
Financial Industry Regulatory Authority November 2013 - September 2015
Scottrade May 2013 - October 2013
Scottrade November 2012 - May 2013
Scottrade Inc June 2010 - November 2012
Scottrade June 2009 - June 2010
Skills
Equities, Securities, Stocks, Bloomberg, Financial Analysis, PowerPoint, Critical Thinking, Microsoft Word, Customer Service, Microsoft Office, Accounting, Fixed Income, Financial Modeling, Finance, Microsoft Excel, Series 7, Trading, Investments, Series 63, Options, Financial Services, Team Building, Public Speaking, Mutual Funds, Strategic Planning
Education
Fontbonne University 2006 — 2010
Bachelor of Science (BS), Business Administration, Finance & Accounting, 3.5 Cumulative GPA
Eric Pol's Scottrade Experience June 2000 - June 2015
Job Private Wealth Management
Industry Financial Services
Experience
SunTrust June 2015 - Present
Scottrade June 2000 - June 2015
Skills
Series 7, Equities, Financial Accounting, Equity Valuation, Fixed Income Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Econometrics, Eviews, Risk Analysis, VAR, Credit Risk, Monte Carlo Simulation, @Risk, Derivatives, Options Strategies, Option Pricing Models, Hedging, Asset Allocation, Portfolio Performance..., Portfolio Optimization, Alternative Investments, Financial Services, Branch Management, Business Development, Manage Client..., Client Education, Client Presentation, Associate Development, Series 24, Series 4, Spanish, Wealth Management, Mutual Funds, Securities, Portfolio Management, Series 63, Banking, Brokerage, Investments, Options, FINRA, Financial Markets, Trading, Bonds, ETFs, Fixed Income, Financial Risk
Education
Florida International University 2009 — 2009
Master of Science (MS), Finance
University of Maine 1994 — 1997
BA, International Affairs--Political Science
SunTrust June 2015 - Present
Scottrade June 2000 - June 2015
Skills
Series 7, Equities, Financial Accounting, Equity Valuation, Fixed Income Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Econometrics, Eviews, Risk Analysis, VAR, Credit Risk, Monte Carlo Simulation, @Risk, Derivatives, Options Strategies, Option Pricing Models, Hedging, Asset Allocation, Portfolio Performance..., Portfolio Optimization, Alternative Investments, Financial Services, Branch Management, Business Development, Manage Client..., Client Education, Client Presentation, Associate Development, Series 24, Series 4, Spanish, Wealth Management, Mutual Funds, Securities, Portfolio Management, Series 63, Banking, Brokerage, Investments, Options, FINRA, Financial Markets, Trading, Bonds, ETFs, Fixed Income, Financial Risk
Education
Florida International University 2009 — 2009
Master of Science (MS), Finance
University of Maine 1994 — 1997
BA, International Affairs--Political Science
Kathy (Lohbeck Verble) Fletcher's Scottrade Experience June 2014 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Scottrade June 2014 - Present
Butler Merchandising Solutions Inc. October 2009 - June 2014
Regions Bank February 2009 - October 2009
Landmark Bank May 1983 - May 1990
Skills
Microsoft Office, Excel, Word, Outlook, Customer Service, PowerPoint, Administrative Support, Scheduling, Data Entry, Inventory Management, Invoicing, Spreadsheets, Administration, Customer Relations, Accounts Payable, Problem Solving, Accounts Receivable, Purchasing, Typing, Event Planning, Quickbooks, Office Management, Telephone Skills, Research, Fax, Teamwork, Billing, Payroll, Documentation, Confidentiality, Supervisory Skills, Office Administration, Writing, Time Management, Coordination, Database Administration, Shipping, Calendars, Microsoft Word, Calendaring, Process Scheduler, Administrative..., Microsoft Excel, Administrative...
Education
Fontbonne University 1981 — 1983
Cor Jesu Academy 1977 — 1981
High School, General
Scottrade June 2014 - Present
Butler Merchandising Solutions Inc. October 2009 - June 2014
Regions Bank February 2009 - October 2009
Landmark Bank May 1983 - May 1990
Skills
Microsoft Office, Excel, Word, Outlook, Customer Service, PowerPoint, Administrative Support, Scheduling, Data Entry, Inventory Management, Invoicing, Spreadsheets, Administration, Customer Relations, Accounts Payable, Problem Solving, Accounts Receivable, Purchasing, Typing, Event Planning, Quickbooks, Office Management, Telephone Skills, Research, Fax, Teamwork, Billing, Payroll, Documentation, Confidentiality, Supervisory Skills, Office Administration, Writing, Time Management, Coordination, Database Administration, Shipping, Calendars, Microsoft Word, Calendaring, Process Scheduler, Administrative..., Microsoft Excel, Administrative...
Education
Fontbonne University 1981 — 1983
Cor Jesu Academy 1977 — 1981
High School, General
Antonio Almirall's Scottrade Experience August 2014 - February 2015
Job Private Banking at Banco Santander
Industry Banking
Experience
Banco Santander February 2015 - Present
Scottrade August 2014 - February 2015
City of Coral Gables January 2014 - February 2015
Parksafe System June 2013 - December 2013
Miami Parking Authority August 2011 - June 2013
Florida International University February 2010 - August 2011
Brink's, Incorporated July 2009 - January 2010
Barnes & Noble November 2007 - May 2009
Skills
Customer Service, Sales, Enforcement, Logistics, Facilities Management, Microsoft Office, Leadership, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Critical Thinking, Time Management, Community Outreach, Data Analysis, Leadership Development, Training, Spanish
Education
Florida International University 2012 — 2014
Economics
Banco Santander February 2015 - Present
Scottrade August 2014 - February 2015
City of Coral Gables January 2014 - February 2015
Parksafe System June 2013 - December 2013
Miami Parking Authority August 2011 - June 2013
Florida International University February 2010 - August 2011
Brink's, Incorporated July 2009 - January 2010
Barnes & Noble November 2007 - May 2009
Skills
Customer Service, Sales, Enforcement, Logistics, Facilities Management, Microsoft Office, Leadership, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Critical Thinking, Time Management, Community Outreach, Data Analysis, Leadership Development, Training, Spanish
Education
Florida International University 2012 — 2014
Economics
Carla Hargrove's Scottrade Experience March 2006 - October 2010
Job at Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo July 2011 - Present
Focus St. Louis November 2010 - April 2011
KETC Channel 9 October 2010 - January 2011
Scottrade March 2006 - October 2010
Burroughs & Chapin October 2004 - March 2005
Western Union July 2001 - August 2004
Gundaker February 2000 - July 2001
Skills
Press Releases, Media Relations, Public Relations, Copywriting, Social Media, Marketing, Advertising, Editing, Interviews, Public Speaking, Human Resources, Team Building
Education
Fontbonne University 2008 — 2010
Bachelors of Arts, Corporate Communications, 3.9 GPA
Broadcast Center 2007 — 2008
Diploma, Professional Arts - Broadcasting
Wells Fargo July 2011 - Present
Focus St. Louis November 2010 - April 2011
KETC Channel 9 October 2010 - January 2011
Scottrade March 2006 - October 2010
Burroughs & Chapin October 2004 - March 2005
Western Union July 2001 - August 2004
Gundaker February 2000 - July 2001
Skills
Press Releases, Media Relations, Public Relations, Copywriting, Social Media, Marketing, Advertising, Editing, Interviews, Public Speaking, Human Resources, Team Building
Education
Fontbonne University 2008 — 2010
Bachelors of Arts, Corporate Communications, 3.9 GPA
Broadcast Center 2007 — 2008
Diploma, Professional Arts - Broadcasting
Brittney Santos's Scottrade Experience March 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2013 - Present
Scottrade January 2012 - March 2013
The Paper Store August 2005 - September 2008
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Investments, Equities, Fixed Income, Financial Services, Wealth Management, Banking, Finance, Asset Management, Cash Management
Education
Framingham State College 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Scottrade March 2013 - Present
Scottrade January 2012 - March 2013
The Paper Store August 2005 - September 2008
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Investments, Equities, Fixed Income, Financial Services, Wealth Management, Banking, Finance, Asset Management, Cash Management
Education
Framingham State College 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Alex Santiuste's Scottrade Experience May 2011 - May 2013
Job Complex Risk Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS June 2015 - Present
Fidelity Investments June 2014 - June 2015
Fidelity Investments June 2013 - June 2014
Scottrade May 2011 - May 2013
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance
UBS June 2015 - Present
Fidelity Investments June 2014 - June 2015
Fidelity Investments June 2013 - June 2014
Scottrade May 2011 - May 2013
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance
Chadwick Bailey's Scottrade Experience June 2010 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade June 2010 - Present
Skills
Banking, Credit, Loans, Mutual Funds, Portfolio Management, Series 7, Investments, Series 63, Financial Analysis, Securities, Finance, Equities, Wealth Management
Education
Georgia College and State University 2000 — 2005
BS, Economics
Scottrade June 2010 - Present
Skills
Banking, Credit, Loans, Mutual Funds, Portfolio Management, Series 7, Investments, Series 63, Financial Analysis, Securities, Finance, Equities, Wealth Management
Education
Georgia College and State University 2000 — 2005
BS, Economics
Daniel Crabtree's Scottrade Experience June 2014 - Present
Job Intern at Scottrade
Industry Restaurants
Experience
Scottrade June 2014 - Present
Chick-fil-A May 2011 - Present
Skills
Food Service, Time Management, Customer Service, Restaurants, Restaurant Management, PowerPoint, Cashiering, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Leadership, Inventory Management, Facebook, Food & Beverage
Education
Georgia State University 2012 — 2015
Business Economics/Finance, Business/Managerial Economics, Sophmore
Scottrade June 2014 - Present
Chick-fil-A May 2011 - Present
Skills
Food Service, Time Management, Customer Service, Restaurants, Restaurant Management, PowerPoint, Cashiering, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Leadership, Inventory Management, Facebook, Food & Beverage
Education
Georgia State University 2012 — 2015
Business Economics/Finance, Business/Managerial Economics, Sophmore
Michael Hazen's Scottrade Experience June 2006 - April 2014
Job Branch Examiner at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services November 2014 - Present
Hardesty Hackett & Partners May 2014 - October 2014
Scottrade June 2006 - April 2014
Scottrade September 2004 - June 2006
Print Graphics 2004 - 2004
Georgia State University 2003 - 2004
Fayette County Public Schools 2000 - 2004
Skills
Management, Financial Analysis, CRM, Investments, Series 63, Business Process, Series 7, Change Management, Management Consulting, Financial Services, Strategic Planning, Business Development, Business Development..., Employee Engagement, Forecasting, Streamlining Business..., Employee Morale, Employee Relations, Business Decision..., Business Consulting, Business Modeling, Metrics, Business Systems..., Business Analysis, International Business..., Business Metrics, Internal Business..., Business Process..., Problem Solving, Business Planning, Strategic Consulting, Process Consulting, Access, Adobe Acrobat, Dreamweaver, Adobe Fireworks, Flash, Microsoft Office, Microsoft Access, Oracle Customer..., Oracle CRM, Process Automation, PeopleSoft, Pinnacle, SharePoint, Tablerock, High Growth Companies, Strategic Communications, Management Oversight, Series 24
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Georgia State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
NFP Advisor Services November 2014 - Present
Hardesty Hackett & Partners May 2014 - October 2014
Scottrade June 2006 - April 2014
Scottrade September 2004 - June 2006
Print Graphics 2004 - 2004
Georgia State University 2003 - 2004
Fayette County Public Schools 2000 - 2004
Skills
Management, Financial Analysis, CRM, Investments, Series 63, Business Process, Series 7, Change Management, Management Consulting, Financial Services, Strategic Planning, Business Development, Business Development..., Employee Engagement, Forecasting, Streamlining Business..., Employee Morale, Employee Relations, Business Decision..., Business Consulting, Business Modeling, Metrics, Business Systems..., Business Analysis, International Business..., Business Metrics, Internal Business..., Business Process..., Problem Solving, Business Planning, Strategic Consulting, Process Consulting, Access, Adobe Acrobat, Dreamweaver, Adobe Fireworks, Flash, Microsoft Office, Microsoft Access, Oracle Customer..., Oracle CRM, Process Automation, PeopleSoft, Pinnacle, SharePoint, Tablerock, High Growth Companies, Strategic Communications, Management Oversight, Series 24
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Georgia State University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Michael McCallister's Scottrade Experience February 2004 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade February 2004 - Present
Education
Grand Valley State University 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Glen Oaks Community College 1999 — 2001
Scottrade February 2004 - Present
Education
Grand Valley State University 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Glen Oaks Community College 1999 — 2001
Allen Braunbeck's Scottrade Experience June 2013 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade June 2013 - Present
Scottrade August 2008 - Present
Scottrade 2007 - Present
Charles Schwab November 1996 - April 2005
Education
Glendale Community College
Scottrade June 2013 - Present
Scottrade August 2008 - Present
Scottrade 2007 - Present
Charles Schwab November 1996 - April 2005
Education
Glendale Community College
Jason Dutton's Scottrade Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade 2010 - 2013
Morgan Stanley 2010 - 2013
Battle Mountain High School August 2000 - May 2003
Education
University of Central Oklahoma 2002 — 2004
Master of Business Administration (M.B.A.)
Fort Hays State University 1994 — 1999
Bachelor's Degree, Business Teacher Education
Scottrade 2010 - 2013
Morgan Stanley 2010 - 2013
Battle Mountain High School August 2000 - May 2003
Education
University of Central Oklahoma 2002 — 2004
Master of Business Administration (M.B.A.)
Fort Hays State University 1994 — 1999
Bachelor's Degree, Business Teacher Education
Alex Kulcsar's Scottrade Experience 2010 - 2014
Job Development Coordinator at BIG ARTS (Barrier Island Group for the Arts)
Industry Financial Services
Experience
BIG ARTS (Barrier Island Group for the Arts) October 2014 - Present
Scottrade 2010 - 2014
Riverview Ford August 2009 - April 2010
Skills
Stock Market, Customer Service, Client Relations Skills, Microsoft Office, Investments, Mutual Funds, Financial Services, Time Management, Microsoft Excel, Portfolio Management, Retirement Planning, Banking, Equities, Finance, CRM
Education
Florida SouthWestern State College
BIG ARTS (Barrier Island Group for the Arts) October 2014 - Present
Scottrade 2010 - 2014
Riverview Ford August 2009 - April 2010
Skills
Stock Market, Customer Service, Client Relations Skills, Microsoft Office, Investments, Mutual Funds, Financial Services, Time Management, Microsoft Excel, Portfolio Management, Retirement Planning, Banking, Equities, Finance, CRM
Education
Florida SouthWestern State College
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank