Scottrade Company
Industry: Banking company
DescriptionScottrade was a discount brokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Customer service: 00 1 314-543-6188 Headquarters: St. Louis, Missouri, United States Founder: Rodger O. Riney Founded: 1980, Scottsdale, Arizona, United States Parent organization: TD Ameritrade Subsidiary: FocusShares Trust
Scottrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scottrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Scottrade Salaries. You can even request information on how much does Scottrade pay if you want to. Learn about salaries, pros and cons of working for Scottrade directly from the past employees.
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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
First Bank August 2013 - Present
Scottrade November 2012 - July 2013
Protective Life January 2011 - November 2012
Anheuser-Busch Inbev June 2007 - January 2011
Beechwood Computing August 2005 - June 2007
DSRC April 2003 - July 2005
Meru Convergent Technologies February 2001 - April 2003
Ambattur Clothing Ltd February 2000 - February 2001
Skills
WCF, ASP.NET, Web Services, C#, Microsoft SQL Server, Oracle, .NET, Visual Studio, TFS, ASP.NET MVC, ADO.NET, T-SQL, LINQ, AJAX, SQL, JavaScript, SOA, VSS, Agile Methodologies, IIS, Design Patterns, Entity Framework, Database Design, Databases, jQuery, HTML, ASP, Software Development, Visual Basic, SDLC, Web Applications, OOP, VBScript, VB.NET, WinForms, Scrum, WPF, XML, SSRS, Silverlight, SharePoint, SSIS
Education
Indira Gandhi National Open University 2000 — 2003
MCA, Computer Science
University of Madras 1996 — 1999
B.Sc, Computer Science
SRM Nightingale school 1990 — 1996
High School
Scottrade February 2014 - Present
Power Costs, Inc. May 2013 - December 2013
Jeannine Rainbolt College of Education January 2012 - May 2013
Deloitte November 2010 - December 2011
HCL Technologies June 2007 - November 2010
Skills
Java Enterprise Edition, Weblogic, JSP, Sun Certified Java..., EJB, Core Java, Eclipse, XML, Oracle, Java, PL/SQL, Struts, Tomcat, SOA, Servlets, FileNet, Databases, Enterprise Content..., SQL, SDLC, MySQL, Business Process..., Requirements Analysis, Agile Methodologies, Microsoft SQL Server, WebSphere, Unix
Education
Jawaharlal Nehru Technological University 2003 — 2007
B Tech., E.C.E.
Geetanjali Jr. Colege 2001 — 2003
Intermediate, Maths/Physics/Chemistry
Simon Property Group June 2015 - Present
Simon Property Group January 2014 - June 2015
Delta Faucet Company March 2013 - January 2014
Scottrade May 2012 - September 2012
Education
Indiana University-Purdue University at Indianapolis 2009 — 2013
Dual Major, Accounting and Finance
MetLife December 2013 - Present
Scottrade July 2011 - November 2013
Scottrade May 2010 - July 2011
Quinn Editorial October 2007 - July 2011
UC Riverside Conference & Event Services September 2008 - January 2009
Thermal Control March 2007 - September 2007
Skills
Management, Investments, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Teamwork, Public Speaking, Corporate Finance, Microsoft Excel, Valuation, Analysis, Microsoft Office, Accounting, Marketing, CRM, Customer Service, Customer Retention, Customer Acquisition, Long-term Customer..., Customer Satisfaction, Time Management, Market Research, Finance
Education
University of California, Riverside 2007 — 2011
Bachelor of Science, Business Administration, Financial Economics
HKUST Business School 2009 — 2009
Exchange, Finance
Milpitas High School
Fahrenheit IT October 2013 - Present
Apex Systems June 2013 - September 2013
Scottrade September 2012 - May 2013
Mad Maxx Offroad Customs September 2007 - August 2012
Midlothian Apothecary September 2005 - August 2012
Skills
Excellent verbal and..., Ability to resolve..., Exceptional leadership..., self-motivated with a..., Entrepreneurship, Management, Sales, Marketing, Finance, Customer Service, Team Building, Strategic Planning, Business Strategy, Training, Team Leadership, Financial Analysis, Marketing Strategy, Coaching, Project Management, Social Networking, New Business Development, CRM, Social Media, Process Improvement
Education
Virginia Commonwealth University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
J Sargeant Reynolds Community College 2008 — 2011
Associate of Science (AS), Business Administration
Scottrade June 2015 - Present
State Farm May 2014 - Present
Self Employed May 2005 - Present
Northern Trust April 2011 - March 2013
Walgreens June 2009 - April 2011
Skills
Financial Analysis, Data Analysis, Derivatives, Economic Research, Investment Strategies, Options, Commodity Markets, Day Trading, Trust Services, High Level Of Accuracy, Price Forecasting, Technical Analysis, Portfolio Management, Strategic Financial..., Series 63, Financial Services, Asset Management, Mutual Funds, Investments, Asset Allocation, Risk Management, Securities, Alternative Investments, Insurance, Fundamental Analysis, Investment Advisory, ETFs, Trading, Wealth Management, Equities, Fixed Income, Finance, Economics, Hedging, Electronic Trading, Financial Risk
Education
Illinois State University 2001 — 2005
Finance, Investments
Illinois State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Monsanto Company August 2012 - Present
Panera Bread October 2011 - August 2012
Scottrade April 2011 - October 2011
Remy's Kitchen and Wine Bar November 2009 - October 2011
J. Buck's Restaurant October 2005 - November 2009
Darden April 2000 - October 2005
Skills
Symantec Backup, Windows Administration, Windows Services, Microsoft Office, XML, SQL Server Management..., OSI, TCP/IP, LAN-WAN, Cisco Technologies
Education
ITT Technical Institute-Arnold 2008 — 2011
Associate of Arts and Sciences (AAS), Computer Systems Networking and Telecommunications, 3.58
Crunchyroll May 2013 - Present
RPX Corporation December 2010 - May 2013
Cogent Valuation June 2009 - August 2009
Scottrade July 2008 - June 2009
Skills
Microsoft Excel, PostgreSQL, PowerPoint, Photoshop, After Effects, Illustrator, Microsoft Word, Chinese, Data Analysis, E-commerce, Consulting, Photography, Portrait Photography
Education
University of California, Los Angeles 2006 — 2010
BA, Business Economics
Hong Kong University of Science and Technology - School of Business and Management
Scottrade July 2014 - Present
JP Morgan Chase Bank, N.A. June 2012 - June 2014
Morgan Stanley Smith Barney November 2011 - May 2012
Plainfield Equipment, Inc. April 2009 - November 2011
ABC Supply Co., Inc. May 2006 - April 2009
Skills
Financial Planning, Sales Management, Product Marketing, Financial Advisory, Training, Leadership, Investment Strategies, Retirement Planning, Wealth Management, Account Management, Sales, Investment Advisory, Budgets, Investments, Strategic Planning, Insurance, Marketing Strategy, Business Planning, Negotiation, Fixed Annuities, New Business Development, Financial Analysis, Retirement, Strategic Financial..., Sales Operations, Contract Negotiation, Team Building, Marketing, Selling, Forecasting, Inventory Management, Customer Service, Project Planning, Business Development, Cold Calling, Credit, Finance, Life Insurance, Team Leadership, B2B, Term Life Insurance, Small Business, Outside Sales, Relationship Management, Customer Retention, Pricing
Education
Indiana State University 1999 — 2004
Bachelor of Science, Political Science, Marketing
salesforce.com October 2014 - Present
ExactTarget, a salesforce.com company June 2013 - October 2014
Scottrade December 2011 - May 2013
IU GISA March 2010 - March 2011
Cook Medical May 2010 - August 2010
Indiana University Bloomington January 2010 - May 2010
Indiana University Bloomington November 2009 - May 2010
Indiana University Bloomington August 2009 - December 2009
Indiana University Alumni Association March 2008 - August 2009
Skills
Usability Testing, Human-computer..., User-centered Design, Prototyping, Interaction Design, Research, Qualitative Research, Contextual Inquiry, Personas, Participatory Design, Paper Prototyping, Card Sorting, User Experience, Observation, Focus Groups, User Interface Design, Sketching, Ethnography, Storyboarding, Teaching, Experience Design, Rapid Prototyping, Design Thinking, Writing, Microsoft Office, Quantitative Research, User Experience Design, User Experience Testing, Axure, Morae, Remote User Testing, Moderate, Facilitators, Human Computer..., Content Writing, Persona, Dreamweaver, Information Architecture, Heuristic Evaluation, Wireframes, User Interface, User Research, Usability, Mobile Applications, Wire Framing, Task Analysis, Information Design
Education
Indiana University Bloomington 2009 — 2011
M.S., Human Computer Interaction and design
Indiana University Bloomington 2003 — 2007
B.A., Communications and Culture
Scottrade August 2015 - Present
Paracle Advisors March 2014 - May 2015
Northwestern Mutual July 2013 - January 2014
Northwestern Mutual March 2007 - July 2013
Skills
Series 7, Series 63
Education
Juniata College 2003 — 2006
Bachelor of Science (BS), Business Management
Tropic Shores Realty April 2014 - Present
Keller Williams Realty - Elite Partners April 2013 - April 2014
Keller Williams Realty - Elite Partners April 2013 - April 2014
Scottrade October 2005 - March 2013
Charles Schwab April 1999 - October 2005
Skills
Real Estate, Investments, Real Estate Transactions, Marketing, Referrals, New Leads, Relocation, Risk Management, Negotiation, International Relations, Series 24, Banking, Portfolio Management, Brand Development, Social Networking, Real Estate Economics, Finance, Options, Retirement Planning, Series 7, Project Planning, Bonds, Series 63, First Time Home Buyers, Investment Properties, Single Family Homes, Sales, Sellers
Education
Indiana Wesleyan University 2001 — 2005
B.S., Business
Federal Reserve Bank of St. Louis April 2015 - Present
Reinsurance Group of America, Incorporated 2014 - Present
Scottrade 2013 - 2014
Wells Fargo Advisors 2013 - 2013
Moody Bible Institute 2011 - 2013
Spot Trading LLC 2008 - 2010
JPMorgan Chase 2007 - 2008
Skills
Analysis, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, SQL, Integration, Databases, Leadership, Investments, Microsoft SQL Server, Software Development, Trading, Financial Services, VBA, Securities, C#, Microsoft Excel, Time Management
Education
IIT Stuart School of Business 2002 — 2004
Master's Degree
Illinois Institute of Technology 1997 — 2001
Bachelor's Degree
Allegiant Air February 2014 - Present
Allegiant Air December 2012 - January 2014
Allegiant Air September 2012 - December 2012
Scottrade December 2011 - September 2012
Freelance September 2009 - September 2012
Clark County School District February 2010 - August 2011
Self-Employed: Pristine Clean April 2005 - December 2009
Sylvan Learning Center October 2006 - October 2007
Des Moines Public Schools January 2005 - May 2005
Skills
Management, Customer Service, Microsoft Excel, Budgets, Strategic Planning, Finance, Sales, Financial Analysis, Analysis, Team Building, Research, Business Planning, Project Management, Strategic Financial..., Time Management, Investments, Data Analysis, Process Improvement
Education
University of Nevada-Las Vegas - College of Business 2011 — 2012
BS Finance, Finance, 3.7
Iowa State University 2002 — 2004
BA, English, Secondary Education
Scottrade January 2011 - March 2014
Scottrade March 2008 - January 2011
IBC Bank July 2006 - May 2007
International Bank of Commerce July 2006 - May 2007
United States Marine Corps June 2002 - June 2006
United States Marine Corps 2002 - 2006
Skills
Customer Service, Portfolio Management, Financial Analysis, Investments, Sales, Derivatives, Options, Margin, Microsoft Excel, Microsoft Office, Microsoft Word, Equities, Economics, Financial Risk, Capital Gains Tax, 10 Key, Logistics Management, Military, Market Analysis, Negotiation, Office Administration, PowerPoint, Research, Risk Assessment, Typing, Trading, Windows, Accounting, Finance, Financial Modeling, FINRA, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, ETFs
Education
Houston Baptist University 2008 — 2010
BBA, Finance
Houston Baptist University - College of Business and Economics 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General
Cy-Fair College 2006 — 2007
General Studies
Scottrade September 2013 - Present
The Outsource Group January 2013 - August 2013
Pulaski Bank 2010 - 2012
National City Bank April 2006 - January 2010
Skills
Typing, Data Entry, Customer Service, Cash Handling Experience, Sales, Payments, Cross Selling, 10 Key, Banking
Education
Kaplan University 2012 — 2013
Associate's degree, Accounting and Finance
Oakville High School 1996 — 2000
Bank of America Merrill Lynch August 2015 - Present
Personal Investment Management October 2012 - Present
Bank of America Merrill Lynch December 2013 - August 2015
Bank of America Merrill Lynch February 2013 - December 2013
Light Tower Investments December 2011 - October 2012
Light Tower Investments April 2011 - December 2011
Merrill Lynch August 2010 - December 2010
Scottrade November 2009 - August 2010
GourmetCulinary.com February 2008 - November 2009
Cobas Metal Works November 2006 - July 2009
Skills
Options, FX, Equities, Financial Markets, ETFs, Derivatives, Commodities, Stocks, Trading, Risk, Excel, Word, Outlook, PowerPoint, Microsoft Word, Bloomberg Terminal, Visual Basic, Vlookup, Pivot Tables, Thompson One, Commodity, Financial Risk, Portfolio Management, Hedge Funds, Electronic Trading, Trading Systems, Technical Analysis, Risk Management, Trading Strategies, Securities, Investment Strategies, Investments, Fixed Income, Bloomberg, MicroStrategy Reporting, P&L reconciliation, Data Analysis, Bonds, Finance, Financial Modeling, Economics, Mutual Funds, Alternative Investments, Finman, LoanRunner, bucs, Valuation, Asset Management, Capital Markets, FX Options
Education
San Diego State University-California State University 2011 — 2012
BS Business Administration, Finance
CBOE 2011 — 2011
Options
Grossmont College 2008 — 2010
AS Business Administration, General Education, Business
Scottrade January 2013 - Present
Binaryway LLC January 2012 - December 2012
Missouri S&T January 2011 - March 2012
Skills
Microsoft SQL Server, T-SQL, SSIS, SSRS, SQL, C, HTML, Java, C++, JavaScript, Matlab, Databases, Visio, XML, MDX, Business Intelligence...
Education
University of Missouri-Rolla 2010 — 2012
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University 2006 — 2010
Bachelor of Technology (BTech), Computer Science
Scottrade May 2012 - September 2012
Dracaena Investment April 2012 - August 2012
Skills
Microsoft Excel, Strategic Consulting, Outlook, Eviews, PowerPoint, Microsoft Word, Risk Management, Trading, Options Strategies, Financial Modeling, Investments, Financial Analysis, Economics, Options
Education
Humboldt-Universität zu Berlin 2011 — 2011
University of San Francisco 2012 — 2014
Master of Arts (M.A.), Economics, 3.55/4.00; Cum Laude
Susquehanna University
Bachelor of Science (B.S.), Business Economics
University of Macau 2009 — 2011
Bachelor of Science (B.S.), Economics
Scottrade August 2010 - Present
Home medi-cab January 2013 - April 2014
B & k landscaping August 2013 - September 2013
H&R Block September 2012 - April 2013
Home Medi-Cab June 2012 - September 2012
hilltop taxi February 2012 - July 2012
Ivy Tech Community College May 2007 - January 2008
Rite Aid Pharmacy August 1997 - April 2002
Hook's Revco January 1994 - January 1997
Kmart - Pharmacy January 1993 - January 1994
Skills
Transportation, Microsoft Office, Logistics, Customer Service, Microsoft Excel, Typing, microsoft word, Pharmaceuticals, Pharmacology, Retail Management, sales, Training, Store Management, Microsoft Word, Sales, Management, Inventory Management, Pharmaceutical Industry, Budgets, Strategic Planning, Leadership, PowerPoint, Healthcare, Public Speaking, Tax, Retail, Outlook, Team Building, Marketing, Social Networking, Social Media, Customer Satisfaction, Cpr Certified, Merchandising, Event Planning, Coaching, Process Improvement, Forecasting
Education
University of Louisville 2014 — 2017
Master of Science (MS), Social Work
Indiana University Bloomington 2004 — 2006
Associate of Arts (A.A.), General Studies
Purdue School of Pharmacal Sciences 1987 — 1993
Bachelor of Pharmacy (BPharm), Pharmaceutical Sciences
scottsburg high school 1983 — 1987
Diploma, Academics/sports/music
Scottrade September 2013 - Present
Scottrade January 2012 - August 2013
Skills
Microsoft Excel, Financial Analysis, Equity Trading, Customer Service, PowerPoint, Microsoft Word, Finance, Accounting, Investments, Bloomberg, Bloomberg Terminal
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
2012 Bachelor's of Science, Finance/Economics
The McCallie School for Boys 2001 — 2008
Diploma
Gannett November 2014 - Present
Scottrade October 2013 - June 2014
Harvard University August 2011 - May 2012
University of Vermont June 2011 - August 2011
Skills
Teaching, Marketing Analytics, Display Advertising, Digital Marketing, Digital Media, Project Management, Google Analytics, Advertising Operations, Account Management, Research, Communication, French, Microsoft Office, Leadership, Time Management, Bartending, Restaurant Management, Percussion Performance, Adobe Creative Suite, Microsoft Excel, PowerPoint, Data Analysis, Editing, Statistics, Economics, Social Media, Public Speaking
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Linguistics
New York University 2012 — 2012
Summer in Paris, France
Enosburg Falls High School 2006 — 2010
Scottrade November 2014 - Present
Morgan Stanley Wealth Management January 2014 - November 2014
Scottrade March 2013 - January 2014
Scottrade October 2011 - March 2013
Scottrade February 2008 - October 2011
Wal-mart Distribution August 2006 - December 2008
Skills
Series 63, Series 7, Securities, Options, Investments, Trading, Fixed Income, Mutual Funds, Brokerage, Uniform Combined State..., Bonds, Equities, Microsoft Excel, Microsoft Office, Series 9, Series 66, Series 10, Derivatives, FINRA, Management, Series 24
Education
Indiana University-Purdue University at Indianapolis 2005 — 2009
BS, Finance
Scottrade September 2013 - Present
Images of Grace Photography 2008 - Present
Berkeley Point Capital LLC June 2013 - August 2013
Cejka Search February 2013 - May 2013
Eagle Hospital Physicians December 2008 - January 2013
Pioneer Lumber Company June 2008 - November 2008
West County Community Church May 2005 - May 2008
Skills
Microsoft Word, Excel,..., Leadership, Access, PowerPoint, Microsoft Excel, Management, Marketing Communications, Team Building, Software Documentation, Photography, CRM, Marketing, Public Speaking, Business Development, Inventory Management, Customer Service, Salesforce.com
Education
Illinois State University 1985 — 1986
Business Administration and Management, General
State Fair Community College 1983 — 1985
Business Administration and Management, General
Illumina September 2014 - Present
Illumina June 2014 - September 2014
Bridgepoint Education March 2014 - May 2014
Scottrade January 2013 - May 2013
Scottrade February 2010 - January 2013
Scottrade November 2008 - February 2010
Google September 2007 - September 2008
Skills
Omniture, Usability Testing, SMO, Google Analytics, Web Analytics, Analytics, SEO, Marketing Strategy, Online Advertising, Web Content Management, Landing Page..., Email Marketing, Content Strategy, Digital Marketing, Content Management, Digital Strategy, User Experience, Social Media Marketing, Display Advertising, Social Media, Project Management, Lead Generation, Interactive Marketing, Mobile Marketing, Strategic Planning, User Interface Design, Digital Media, Marketing Communications, Web Design, Mobile Applications, Financial Education, Investment Education, Investment..., Integrated Marketing, Integration Strategies, Engagement Marketing, Branded Content..., Brand Development..., Digital Communication..., Intrapreneurship, Collaborative Innovation, Content Development, SEM, Press Releases, Google Adwords, PPC, Social Media Measurement, Marketing, Online Marketing, Strategy
Education
2002 — 2006
Bachelor, Marketing
Southern Illinois University, Edwardsville 2004 — 2005
Bachelor, Marketing
SAIC October 2013 - May 2015
Scottrade June 2011 - October 2013
Object Computing Inc April 2004 - June 2011
Solution Consultants September 2002 - March 2004
CS Solutions, Inc. June 2002 - September 2002
SyllogisTeks June 1996 - December 2001
Daugherty Systems September 1993 - May 1996
Concepts ETI June 1992 - August 1993
Ship Analytics 1988 - 1992
John Carroll University June 1985 - August 1987
Skills
c++, c#, Perl, Linux, Unix, Windows, Visual Studio, WCF, XML, C++, C#, SQL, Java, C, Software Engineering, Software Development, Databases, Tomcat, Microsoft SQL Server
Education
John Carroll University 1985 — 1987
MS, Physics
John Carroll University 1981 — 1985
BS, Physics
Scottrade August 2011 - May 2015
Statera, Inc August 2011 - March 2012
5280 Solutions March 2010 - December 2010
EDS, an HP company February 2001 - June 2009
EDS, an HP company July 1985 - February 2001
Norwest Mortgage, Inc November 1979 - June 1985
Central Area Data Processing December 1976 - March 1979
Skills
Testing, COBOL, Visio, Vendor Management, Technical Support, Enterprise Architecture, Security, Software Project..., Troubleshooting, Software Development, Integration, SDLC, Systems Analysis, Change Management, Management, Training, Customer Service, Program Management, ITIL, Unix, Access, Hardware, Programming, Requirements Analysis, Leadership, SharePoint, Software Installation, Process Improvement, Networking, Disaster Recovery, Requirements Gathering, Microsoft SQL Server, Oracle, DB2, Agile Methodologies, Data Center, Business Analysis, SQL, Project Planning, Mainframe
Education
Indian Hills Community College 1975 — 1977
Diploma, Computer Programming
MasterCard September 2014 - Present
Scottrade May 2013 - October 2014
Scottrade May 2011 - May 2013
Home Decorators Collection January 2008 - May 2011
Home Decorators Collection January 2006 - January 2008
Home Decorators Collection January 2004 - January 2006
Home Decorators Collection September 2001 - January 2004
EFCO May 1999 - August 2001
Iowa State University May 1996 - May 1999
CIGNA 1992 - 1995
Skills
Windows Server, Help Desk Support, Windows 7, Linux, Troubleshooting, Network Administration, Active Directory, IT Management, Software Documentation, Visio, Management, System Administration, Access, Apache, Disaster Recovery
Education
Iowa State University - College of Business 1995 — 2000
Bs, management information systems, general
Scottrade March 2010 - Present
Education
Illinois State University 2002 — 2006
Bachelors, Economics/Business Administration
AQR Capital Management December 2014 - Present
US Bancorp Fund Services August 2013 - November 2014
UBS Financial Services January 2012 - July 2013
Scottrade November 2010 - January 2012
Hofstra University August 2010 - August 2011
Skills
Microsoft Excel, Fundraising, Analysis, Management, Marketing, Financial Modeling, Bloomberg Terminal, VBA, Microsoft Office, Accounting, Mutual Funds, Wealth Management, Asset Management, Leadership, Bloomberg, Financial Analysis, Finance
Education
Hofstra University 2009 — 2013
BBA, Finance, Business Management
Lyndhurst High School 2005 — 2009
High School Diploma
Hagan Newkirk Financial Ser 2006 - Present
Scottrade 2001 - 2006
Skills
Retirement Planning, Financial Advisory, Securities, Wealth Management, Investment Advisory, 401k, Asset Allocation, Investment Strategies, Strategic Financial..., Mutual Funds, Retirement, Finance, Personal Finance, ETFs, Series 7, Series 63, Uniform Combined State..., IRAs
Education
University of Central Arkansas 1998 — 2001
Bachelor of Business Administration (BBA), Finance
Hendrix College 1997 — 1998
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan 2013 - May 2015
Scottrade July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Leadership, Finance, Analysis, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Customer Service, Investments, Teamwork, Strategic Planning, Portfolio Management, Management, Sales, Fixed Income, Integrated Marketing, Banking, Bloomberg, Asset Management, Financial Services, Research, Relationship Management, Public Speaking, Equities
Education
Immaculata University 2009 — 2013
Bachelor's degree, Finance, General, 3.73
Immaculata University 2009 — 2013
Bachelor's degree, Business Administration and Management, General, 3.73
Salesianum School 2005 — 2009
Scottrade January 2014 - Present
Albuquerque Academy August 2011 - August 2013
Il Vicino Wood Oven Pizza January 2011 - March 2013
Special Olympics March 2008 - March 2008
Skills
Customer Service, Intercultural..., Microsoft Office, French, Coaching, Marketing Strategy, Sales, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint
Education
The University of New Mexico 2012 — 2015
IPAG 2013 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Scottrade July 2014 - Present
Fidelity Investments November 2013 - May 2014
Scottrade February 2009 - November 2013
The Buckle June 2006 - May 2007
Cordua Restaurants November 2005 - February 2006
Skills
Series 7, series 63, Mutual Funds, Marketing, Management, Analysis, Recruiting, Leadership, Market Research, Business Strategy, Marketing Management, Financial Services, Advertising, Strategy, Business Development, Series 63
Education
Houston Baptist University
Bachelor of Business Administration, Business Admin/Management
University of St Thomas
Master of Business Administration
A.D.E Systems, Inc. January 2013 - Present
Hillstone Restaurant Group June 2004 - Present
Scottrade November 2000 - September 2003
Skills
Bartending, Customer Service, Food, Food Service, PowerPoint, Sales, Time Management, Contract Negotiation, Hospitality, Project Management, Restaurants, Sales Management
Education
Hofstra University 2003 — 2005
Master of Arts, Education-Physical Education
New York Institute of Technology-Old Westbury 1997 — 2001
BS, International Marketing and Finance
Experitec Inc. August 2015 - Present
Scottrade August 2014 - July 2015
Unisys November 2013 - June 2014
Spot Business Systems October 2013 - November 2013
American Express World Services October 2010 - August 2013
Directory Distribution Associates November 2008 - February 2010
AT&T August 2003 - November 2008
Skills
Technical Support, Written Skills, Oral Communications, Troubleshooting, Call Center, VPN, Routers, Disaster Recovery, Switches, VoIP, Security, Telecommunications, Network Design, Wireless Networking, TCP/IP, Active Directory, Networking, Network Administration, Call Centers, Hardware, Software Installation, Management, Leadership, Windows XP, Help Desk Support, Windows 7, Servers, Computer Hardware, IT Operations, Operating Systems, Network Security, System Administration, LAN-WAN, WAN, Windows Server, Data Center, Computer Security, VMware, IT Service Management, Firewalls, Visio, Cisco Technologies, Avaya, Antivirus, Information Technology, Windows, Computer Network..., Virtualization, IP, Routing
Education
ITT Technical Institute-Murray 2011 — 2013
BS, Information Systems Security
ITT Technical Institute-Earth City 2000 — 2002
Associates Degree of Applied Science, Information Technology-Computer Networking Systems
Scottrade August 2015 - Present
Vector Marketing June 2011 - Present
Scottrade August 2013 - August 2015
Thrivent Financial for Lutherans June 2013 - August 2013
Northwestern Mutual January 2013 - April 2013
Hubbard GM Center June 2012 - August 2012
Skills
Economics, Stata, PowerPoint, Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Financial Modeling, Research, Valuation, Insurance, Financial Analysis, Finance, Analysis
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Pioneer Jr.-Sr. High School 2005 — 2009
Scottrade October 2012 - Present
Scottrade October 2012 - Present
Scottrade June 2011 - October 2012
Scottrade May 2007 - June 2011
Skills
Microsoft Excel, Microsoft Office, SharePoint, Customer Service, Pinnacle, Bank Pinnacle 4.6, Training, Data Entry, 10 Key, Scanning, General Administrative..., Enterprise Content..., Committed to Customer..., Team Building, Leadership, Goal Setting, Highly detail oriented, Customer Satisfaction, Scanners, Risk Management, Accounting, Analysis, FINRA, Software Documentation, User Acceptance Testing, Strategic Planning, Process Improvement, Outlook, Microsoft Word, Financial Services
Education
International Academy of Design and Technology-Chicago 2003 — 2005
Game and Interactive Media Design
Gateway Institute of Technology 1999 — 2003
UniQue Personnel Consultants October 2012 - January 2013
Wells Fargo Advisors 2011 - 2012
Wells Fargo Investments August 2010 - March 2011
Scottrade October 2009 - April 2010
United Community Bank March 2008 - July 2008
Patriots Personnel Service October 2007 - March 2008
Argent Healthcare Financial July 2006 - October 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, Internet, Microsoft Office, PowerPoint, Access, Accounting, Banking, Outlook, Data Entry, Accounts Receivable, Deposits
Education
Hickey College 2002 — 2003
Associate's degree, Accounting
Procter & Gamble November 2013 - Present
Procter & Gamble January 2012 - November 2013
Great American Insurance June 2011 - September 2011
Scottrade May 2010 - September 2010
Bank of America Merrill Lynch June 2009 - November 2009
Skills
Strategic Planning, Management, Cross-functional Team..., Product Development, Project Management, Business Strategy, Forecasting, Organization, Market Analysis, Data Analysis, Marketing Strategy
Education
University of Cincinnati 2007 — 2011
B.B.A., B.A., Finance, Business Economics
Johannes Kepler Universität Linz 2010 — 2010
Study Abroad, Economics
United States Department of Defense September 2015 - Present
Scottrade January 2012 - February 2015
The Kerry Group December 2010 - October 2011
The Mash Group July 2006 - September 2010
The Spark Agency (formerly Busch Creative Services) February 2002 - May 2006
Busch Creative Services January 1997 - February 2002
Contemporary Group November 1993 - December 1996
Skills
Adobe Creative Suite, Graphic Design, Layout, Logo Design, Art Direction, Digital Media, Corporate Identity, Advertising, Graphics, Dreamweaver, Mac, Illustrator, Marketing, Brand Development, Art, Creative Direction, Creative Strategy, Online Advertising, InDesign, Integrated Marketing, Corporate Branding, Photoshop, Interaction Design, User Experience, Web Design, Direct Mail, Typography, Visual Communication, Brochures, Illustration, Concept Development, Image Manipulation, Posters, Adobe Acrobat, Packaging, QuarkXPress, Catalogs, Photography, Multimedia, Image Editing, Flash, User Interface Design, Vector Illustration, Banners
Education
Kansas State University 1988 — 1993
Bachelors of Fine Arts, Graphic Design
Hazelwood East
American Homes 4 Rent September 2014 - Present
Red Ventures December 2013 - March 2014
Clarke Allen Group October 2012 - November 2013
Charlotte Arrangements July 2012 - October 2012
Scottrade January 2009 - June 2012
Home Depot June 2008 - February 2009
Lakewood Country Club August 2006 - December 2006
Skills
Event Planning, Event Management, Venue Managment, Operations Management, Team Leadership, Writing, Creative Problem Solving, Organizing, Microsoft Office, Volunteer Management, Attention To Detail, Financial Analysis, Outstanding Customer..., Oral Communications, Customer Service, Marketing, Sales, CRM, Culinary Skills, Inventory Management, Food, Strategic Planning, Team Building, Management, Fundraising
Education
Johnson and Wales University 2010 — 2012
Bachelor of Science, Management with Concentration in Finance
The Culinary Institute of America 2005 — 2007
Associate of Occupational Studies, Culinary Arts
Eli Lilly and Company May 2014 - Present
UnitedHealthcare December 2011 - April 2014
UnitedHealthcare March 2011 - November 2011
Scottrade August 2010 - February 2011
Indianapolis Business Journal August 2000 - July 2010
Fort Wayne Journal Gazette October 1999 - August 2000
Education
University of Indianapolis - School of Business 2002 — 2006
MBA, Business
Indiana University Bloomington 1996 — 1999
Bachelors, Journalism & English
ADP February 2015 - April 2015
Scottrade October 2011 - August 2014
Scottrade September 2010 - September 2011
Merrill Lynch June 2010 - August 2010
Abercrombie & Fitch September 2006 - November 2007
Skills
Wealth Management, Series 7, Client Relations, Client Presentation, Team Leadership, Time Management
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (MBA), Business Analytics, Corporate Innovation
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Bachelor of Science, Finance
Scottrade August 2013 - Present
Springleaf Financial Services July 2010 - June 2013
Skills
Cross Selling, Series 7, Series 63, Business Development, Investment Advisory, Banking, Credit, Loans, Credit Analysis, Consumer Lending, Mortgage Lending, Underwriting, Insurance, Loan Origination, Customer Service, Credit Risk
Education
Indiana University-Purdue University at Indianapolis 2001 — 2005
Economics, Business Administration and Management, General, 3.0
Scottrade September 2013 - Present
Scottrade August 2012 - September 2013
St. Louis College of Pharmacy December 2010 - August 2012
St. Louis College of Pharmacy July 2010 - December 2010
St. Louis College of Pharmacy August 2007 - July 2010
Maritz February 2007 - August 2007
US Army February 2004 - February 2007
Skills
Active Directory, Hardware, Microsoft Office, Microsoft Excel, Troubleshooting, Windows 7, Windows Server, System Administration
Education
ITT Technical Institute-Earth City 2013 — 2013
Information Systems and Cybersecurity, Information Technology
ITT Technical Institute-Earth City 2012 — 2012
Computer Network Systems, Information Technology
ITT Technical Institute-Arnold 2009 — 2012
Computer Network Systems, Information Technology
Fort Knox School of Armor 2004 — 2004
Training Diploma, Military Systems and Maintenance Technology
St. John Vianney High School 1996 — 2000
High School Diploma
orca.digital April 2014 - Present
Scottrade February 2008 - March 2014
WRAL.com October 2006 - September 2007
JournalNow.com January 2006 - October 2006
BlufftonToday.com February 2005 - January 2006
SavannahNow.com 1999 - 2005
St. Louis Frozen Custard Factory June 1997 - December 1999
Skills
Digital Marketing, Digital Strategy, Online Advertising, Digital Media, Web Analytics, Web Content Management, SEO, Integrated Marketing, Advertising, Social Media Marketing, Mobile Marketing, Attribution, SEM, PPC, Content Strategy, Web Design, Media Planning, Media Buying, Multi-channel Marketing, Email Marketing, Behavioral Targeting, Landing Page..., Conversion Optimization, A/B testing, Multivariate Testing, Search Advertising, Mobile Advertising, Social Media, Social Networking, Interactive Marketing, Online Marketing, Web Marketing, Content Management, Blogging, Display Advertising, Omniture
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Arts (B.A.)
Parkway Central 1989 — 1993
High School Diploma
Scottrade July 2014 - Present
Scottrade June 2013 - July 2014
Scottrade December 2009 - June 2013
1154 LILL STUDIO July 2008 - December 2009
Illinois Institute of Technology June 2007 - July 2008
International Truck and Engine June 2007 - September 2007
Illinois Institute of Technology August 2004 - June 2007
Air2Access May 2006 - August 2006
Skills
T-SQL, Visual Studio, Troubleshooting, Performance Tuning, Databases, SQL Server, SSIS, Microsoft SQL Server, Analysis, Software Documentation, SDLC, SQL, Database Design
Education
Illinois Institute of Technology 2004 — 2008
Professional Bachelor, Information Technology and Management
St. Francis High School 2000 — 2004
UBS July 2014 - Present
National Securities Corporation February 2013 - July 2014
Scottrade October 2010 - November 2012
Skills
Leadership, Microsoft Excel, Finance, Economics, Teaching, Superior Work Ethic, Interviewing Skills, Business Development, Streetscape
Education
Creighton University 2013 — 2015
Master of Science (MS), Investment Management
Johnson and Wales University 2009 — 2012
Bachelor of Science (BS), Finance, Magna Cum Laude: 3.69/4.0
Radiant Systems (NJEDA) January 2014 - June 2014
Nationwide Financial July 2011 - January 2014
Nationwide Financial October 2011 - December 2012
Nationwide Financial 2009 - June 2011
Calamos Investments 2006 - 2008
Scottrade 2005 - 2006
Scottrade 2004 - 2005
RRI Energy, Inc. 2002 - 2003
Skills
Mutual Funds, Investments, Financial Reporting, Business Process..., Project Management, Business Analysis, Problem Solving, Strategic Planning, Organization, Highly Responsive, Follow-through Skills, Strategy, Cross-functional Team..., Management, Business Continuity..., Finance, Training, Corporate Actions, Change Management, Auditing
Education
Webster University 2006 — 2008
MBA, Business
Saint Louis University 1997 — 2002
BSBA, Finance
Johnson C. Smith University - JCSU
Johnson C. Smith University - JCSU
PSAV August 2015 - Present
PSAV March 2015 - August 2015
PSAV September 2013 - May 2015
HARTING April 2012 - September 2013
Scottrade March 2011 - April 2012
The Buckle October 2009 - July 2010
Skills
Microsoft Excel, Social Media, SAP, CRM databases, Access, Pricing Analysis, Customer Service, Sales, Multi Tasking, Fast Paced Environment, Research, Financial Analysis, Teamwork, Analysis, Training, Pricing, CRM, Management, Sales Management, Competitive Analysis, Auditing, Forecasting, Leadership, Time Management, Market Research, Cross-functional Team..., Inventory Management, Account Management, Budgets, Business Strategy, Team Leadership, Microsoft CRM
Education
Judson University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Schaumburg High School 2004 — 2008
Eastman Chemical Company May 2015 - August 2015
LaPorte Torch Fund August 2014 - July 2015
Lead Capital Partners January 2014 - July 2014
Stonehenge Real Estate Group, LLC May 2013 - October 2013
Scottrade January 2012 - December 2012
Regions Financial Corporation June 2011 - July 2011
Skills
Leadership, Financial Analysis, Portfolio Management, Financial Modeling, Market Research, Reporting & Analysis, Supply Chain Management, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Access, Project Planning, Outlook, Customer Service, Social Media, Valuation
Education
Haslam College of Business at the University of Tennessee 2014 — 2015
Master of Business Administration (MBA), Finance and Supply Chain Management
University of Tennessee-Knoxville - College of Business Administration 2008 — 2013
Bachelors of Science, Finance
Scottrade August 2010 - Present
Walmart August 2006 - June 2007
Skills
Microsoft Office, Microsoft Word, Sales, Finance, Financial Analysis, Investments, Customer Service, Banking, Retail, Portfolio Management
Education
Hood College 2009 — 2011
Bachelor of Science (BS), Business Administration, Finance and Marketing
Asset Planning Corporation March 2014 - Present
Regions Financial Corporation September 2013 - March 2014
BPV Capital Management February 2013 - August 2013
Cirruspath August 2012 - February 2013
Scottrade March 2010 - December 2011
Skills
Entrepreneurship, Personal Financial..., Marketing Strategy, Customer Service, New Business Development, Junxure, Morningstar Office, Microsoft Office, Market Research, Blogging, Social Media, Marketing Communications, Time Management, CRM, Public Speaking, Business Development, Social Networking, Strategic Planning, SEO, Project Management, Leadership, Analytics
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of Georgia - Terry College of Business 2013 — 2015
Certification, Online Financial Planner Program, CFP Education Requirement - Complete
Scottrade April 2011 - Present
Bradford & Galt October 2006 - November 2010
Modis May 2003 - October 2006
Skills
Applicant Tracking..., Technical Recruiting, Talent Acquisition, College Recruiting, Onboarding, Recruiting, Internet Recruiting, Sourcing, Contract Recruitment, Screening Resumes, Employee Relations, Screening, Human Resources, Personnel Management, Management, Leadership, Staffing Services, SDLC, Temporary Placement, Interviews, Talent Management, Consulting, Employee Benefits, Executive Search, Hiring
Education
Illinois State University
B.S
Scottrade March 2013 - Present
Waddell & Reed November 2012 - March 2013
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Uniform Combined State...
Education
Indiana University-Southeast 2007 — 2012
BA, Economics
J.P. Morgan LLC April 2015 - Present
Scottrade January 2014 - August 2014
Illinois State University May 2012 - December 2013
Courtyard by Marriott May 2012 - August 2012
Gatorade May 2009 - August 2011
Skills
Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Leadership, Microsoft Word, Teamwork, Team Leadership
Education
Illinois State University 2010 — 2014
Bachelor's Degree, Finance, General
Scottrade March 2014 - Present
TOTALL Metal Recycling, Inc. May 2013 - February 2014
Skills
Technical Support, Oracle, Oracle Enterprise..., Oracle RAC, RMAN, SQL, Microsoft SQL Server, Databases, SQL Server Management...
Education
Southern Illinois University, Edwardsville 2012 — 2014
Master's Degree, Computer Management Information Systems, GPA: 3.9
Illinois College 2006 — 2010
Bachelor of Science (B.S.), History, Cumulative GPA: 3.59
Scottrade August 2015 - Present
MasterCard April 2014 - January 2015
MasterCard February 2013 - April 2014
MasterCard June 2010 - February 2013
Skills
Agile Methodologies, Java, Software Documentation, Software Engineering, XML, HTML, Visio, Enterprise Software, Active Directory, Analysis, Process Improvement, Web Applications, PM Methodologies, User Documentation, Standards Compliance, Atlassian JIRA, Confluence, SharePoint, Salesforce.com, Project Management, SDLC, JIRA, Databases, Vendor Management, Requirements Analysis, Microsoft Office, Business Analysis, Integration, Software Project...
Education
Webster University 2012 — 2015
Master's Degree
Jackson State University 2006 — 2010
B.S.
Scottrade November 2013 - Present
Edward Jones August 2006 - October 2013
Professional Employment Group June 2006 - August 2006
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Internet Recruiting, Employee Benefits, Employee Relations, Human Resources, Corporate Recruiting, Sourcing, Hiring, Job Fairs, Interviews, PeopleSoft, Screening Resumes, Career Development, Screening, Employer Branding, Behavioral Interviewing, Building Relationships, Team Building, Financial Services, Training, Coaching, Deferred Compensation, Leadership, Benefits Administration, New Hire Orientations, Resume Writing, Management, Succession Planning, HRIS, Temporary Placement, Taleo, Workforce Planning
Education
ITT Technical Institute-Earth City
Bachelor's degree, Technical-Project Manager
McCluer Senior High School
Scottrade Independent BrokerScottradeJanuary 2014 - Present
Il Fornaio 2013 - 2013
T-Mobile 2003 - 2009
Skills
Buisness Management, Networking, Social Networking, Oracle Applications, New Media, Sales, Customer Service, Sales Management, Broker-Dealer
Education
Millennium Institute of Computer training 2000 — 2002
Bachelor's degree, Computer Systems Networking and Telecommunications
Housatonic Community College 1996 — 2000
Bachelor's degree, Management Information Systems, General
Scottrade July 2014 - Present
JPMorgan Chase October 2013 - July 2014
Compass Financial Advisors July 2012 - September 2013
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Series 7, Securities, Leadership, Public Speaking, Mutual Funds, Series 63, Sales, Coaching, Asset Allocation
Education
Indiana Institute of Technology 2007 — 2011
Bachelor of Education (B.Ed.)
Leo High School 2003 — 2007
TriMedx May 2014 - Present
Indinanapolis Airport Authority November 2013 - May 2014
TriMedx January 2012 - November 2013
Scottrade February 2008 - January 2012
CompUSA 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Budget Process, Forecasting, Ad Hoc Reporting, Financial Variance..., Accounts Receivable, Accounts Payable, Business Process Mapping
Education
Indiana University - Kelley School of Business 2009 — 2011
Bachelors, Finance
Vainona High School
Randstad Technologies US October 2014 - April 2015
Self Employed May 2013 - April 2015
Layered Technologies January 2014 - October 2014
CoCENTRIX, Inc. January 2013 - May 2013
CoCENTRIX, Inc. October 2012 - January 2013
Centene Corporation August 2012 - September 2012
Scottrade December 2011 - July 2012
UNI/CARE Systems, Inc. July 2004 - November 2011
Park Center April 1997 - July 2004
Skills
Microsoft SQL Server, T-SQL, SQL, XML, HTML, .NET, VBScript, VB.NET, Crystal Reports, Requirements Analysis, Visual Studio, SSIS, jQuery, SDLC, C#, Business Intelligence, Web Applications, SharePoint, LINQ, TFS, Data Analysis, Microsoft CRM, SSRS, Excel, JavaScript, Web Development, Microsoft Excel, Powershell, MS Office Suite, Shell Scripting, Microsoft Dynamics CRM..., WSO2, Databases, Management, Software Development, AngularJS, ASP.NET MVC
Education
Indiana University Bloomington 1988 — 1992
Scottrade September 2001 - Present
Scottrade April 1999 - September 2001
Morgan Stanley July 1998 - February 1999
Golden Glove Sportscards & Memorbilia March 1990 - June 1998
Skills
Series 24, Series 7, Series 63, Series 65, series 31, series 4, Team Leadership, Employee Training, Sales Management, Banking, Options Strategies, Investments, Trading, Portfolio Management, Customer Service, Customer Satisfaction, Customer Acquisition, Asset Allocation, Equity Trading, Equities, SPIN Selling, Value Based Selling, Great Motivator, Sales, Wealth Management, ETFs, Mutual Funds, FINRA, Financial Advisory
Education
Inver Hills Community College
Associate of Science (A.S.)
Scottrade April 2015 - Present
Core Logic Consulting LLC February 2011 - September 2012
BNY Mellon September 1998 - February 2011
Simmers Capital June 1995 - September 1998
Fidelity Investments August 1990 - April 1995
Skills
Onboarding, Banking, Securities, Asset Managment, Mutual Funds, Investments, Financial Services, Screening, Risk Management, Relationship Management, Finance, Strategic Financial..., Equities, Fixed Income, Customer Service, Coaching, Delegation, Time Management, Conflict Resolution, Sales Management, Budgets, Seminars, Human Resources, Interviewing Skills, tax deferred anuities, Retirement Planning, Great Motivator, Teamwork, Smart Goals, Compliance, Production Managment, Leadership Development, Corrective Actions, Performance Reviews, Flexible to Change, Kaizen Leadership, Team Leadership, Team Building, Closing Abilities, Sales Presentation..., Professional Mentoring, Mentoring Of Staff, Strategy, Hiring, Management, Loans, Asset Management, Leadership, Training, Performance Metrics
Education
University of North Texas 1984 — 1989
BBA, Finance
Illinois Central College 1984 — 1984
Western Illinois University 1983 — 1984
Richwoods High School 1979 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Community First Credit Union June 2014 - Present
Fidelity National Information Services January 2013 - May 2014
Scottrade September 2010 - December 2012
Landmark Bank June 2007 - November 2010
VyStar Credit Union 2000 - 2007
VyStar Credit Union 1984 - 2000
Skills
Banking, Business Analysis, Vendor Management, Risk Management, Credit Cards, Customer Service, Team Leadership, Financial Services, Strategic Planning, Process Improvement, Change Management, Negotiation, Microsoft Excel, Coaching, Cross-functional Team..., Leadership, Management
Education
Jacksonville University 1995 — 2001
BGS, Computer Information & Management
Raymond James February 2015 - Present
Scottrade July 2014 - February 2015
EcoHorizon Energy August 2013 - June 2014
Fidelity Investments September 2006 - August 2013
Wachovia Securities October 2002 - September 2006
Public Allies Delaware 2001 - 2002
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Finance, Investment Advisory, Uniform Combined State..., 401k, Securities, Alternative Investments, Investment Strategies
Education
Hampden-Sydney College 1995 — 1999
BS, Biology
J.P. Morgan July 2014 - Present
Wells Fargo Advisors April 2012 - June 2014
Scottrade June 2009 - April 2012
Scottrade December 2007 - June 2009
Skills
Basic VBA for Excel, Crystal Ball, SPSS, Thompson One, Wealth Management, Financial Modeling, Bloomberg, Equities
Education
University of Florida 2011 — 2013
Masters in Business Administration
Ithaca College 2005 — 2009
Bachelor of BA, Finance & Accounting
Scottrade December 2014 - Present
Online Pressence July 2010 - Present
Amazon November 2012 - December 2014
Scottrade May 2007 - November 2012
Bank of America July 2001 - May 2007
Webster University August 1997 - December 2004
AT&T (Southwestern Bell) June 1993 - July 2001
Skills
OOP, Java, C++, SQL, MCSD, C#, Multithreading, Web Services, WCF, XML, TFS, Microsoft SQL Server, LINQ, .NET, SOA, T-SQL, ASP.NET MVC, Visual Studio, ASP.NET, JavaScript, Architecture, Programming, Software Development
Education
Webster University 1995 — 1997
Masters, Computer Science - Distributed Systems
Kansas State University 1989 — 1993
BS, Computer Science
Parsons High School 1984 — 1989
High School Diploma
PNC Capital Advisors July 2015 - Present
PNC Capital Advisors July 2014 - Present
PNC Investments May 2013 - July 2014
Edward Jones May 2009 - May 2013
Scottrade February 2008 - May 2009
JCU Student Health Center September 2005 - May 2006
Education
John Carroll University 2005 — 2009
BSBA, Finance, Business Information Systems
Delta Faucet Company 2014 - 2015
Scottrade 2012 - 2014
Scottrade 2008 - 2012
Schneider National 2003 - 2008
Capital One 2000 - 2002
Capital One 1997 - 2000
Capital One 1994 - 1997
Skills
PMO, Business Analysis, Project Portfolio..., SDLC, Vendor Management, Process Improvement, Analysis, Business Process, Business Process..., Risk Management, Project Management, IT Strategy, PMP, Program Management, Cross-functional Team..., Visio, Quality Assurance, Software Documentation, Portfolio Management, Strategic Planning, Leadership, Agile Project Management, Scrum, Resource Management, Priority Management, Issue Management, MS Project, CA Clarity, Project Server, Management
Education
Indiana University - Kelley School of Business 1984 — 1985
MBA, Finance
Wabash College 1979 — 1983
BA, Economics
Scottrade February 2014 - Present
Vivify LLC March 2013 - March 2014
Scottrade October 2013 - February 2014
People's Insurance Company of China August 2012 - September 2012
Green River Community College January 2011 - June 2011
Skills
Financial Statement..., Excel, Mathematics, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Market Research, Financial Projection
Education
University of Washington 2011 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics
Green River Community College 2010 — 2011
Associate of Arts (AA), Business Administration and Management, General
Scottrade January 2015 - Present
Mutual of America June 2014 - January 2015
Equity Trust Company December 2013 - June 2014
Equity Institutional, A Division of Equity Trust Company April 2012 - November 2013
PNC Investments February 2011 - April 2012
Longbow Research July 2005 - January 2011
National City Bank 2004 - 2005
MBNA 1999 - 2004
Skills
Alternative Investments, Equity Research, Financial Services, Series 7, Series 63, Credit, Banking, Loans, Consumer Lending, Sales, Insurance, annuities
Education
John Carroll University 2002 — 2005
MBA, Finance
The University of Akron 1993 — 1997
BA, Communication
Scottrade December 2013 - July 2015
Scottrade April 2012 - December 2013
Junta de Andalucía September 2009 - May 2011
Skills
Bilingual-English/Spanis..., Stock Market, Customer Service, Customer Retention, Customer Insight, International, Theatre, Business, Analysis, Banking, English, Finance, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Spanish, Strategic Planning, Teaching
Education
Webster University 2014 — 2017
Pursuing MBA, International Business
Illinois Wesleyan University 2005 — 2009
Bachelor of Fine Arts (BFA), Musical Theatre
Rye Country Day School
Rye Country Day School
IBM June 2014 - Present
Scottrade June 2013 - June 2014
Rent the Runway July 2011 - December 2012
Rent The Runway May 2012 - August 2012
greater washington fashion chamber of commerce May 2011 - August 2012
Skills
Microsoft Office, Presentation Skills, VBA, Brio Query, Social Media Marketing, Cognos, SQL, PowerPoint, Event Planning, Communication, Hyperion, Microsoft Excel, Social Media, Customer Service, Microsoft Word, Social Networking, Management, Public Speaking, Leadership, Marketing, Analysis, Teamwork, Data Analysis
Education
Howard University 2010 — 2014
BA, International Business, 3.53
Scottrade January 2013 - Present
Scottrade March 2010 - January 2013
Cotton Babies April 2009 - March 2010
Phoenix Creative May 2007 - March 2009
Home Decorators Collection February 2004 - May 2007
Skills
Marketing Strategy, Online Advertising, Marketing Communications, Web Analytics, Email Marketing, Social Media Marketing, Corporate Communications, Digital Marketing, Marketing, SEO, Interactive Marketing, Google Analytics, Strategic Communications, Integrated Marketing, Direct Marketing, Segmentation, Online Marketing
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor of Science, Business Administration, Marketing
RBC Wealth Management November 2006 - Present
Piper Jaffray 2003 - 2006
Scottrade September 1999 - August 2003
Skills
Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Series 63, Asset Allocation, Strategic Financial..., Asset Management, Securities, Investment Advisory, Equities, Fixed Income
Education
University of St. Thomas - Opus College of Business 2004 — 2008
MBA, Finance
Gustavus Adolphus College 1995 — 1999
BA
Scottrade November 2006 - Present
Vanderbilt Mortgage and Finance INC May 2006 - August 2006
Education
Haslam College of Business at the University of Tennessee 2004 — 2008
Finance, Logistics
Duke Energy Corporation January 2015 - Present
Duke Energy Corporation March 2014 - January 2015
Duke Energy October 2012 - February 2014
Duke Energy March 2011 - October 2012
Duke Energy May 2009 - February 2011
KPMG August 2007 - March 2009
University of Tennessee August 2006 - June 2007
KPMG June 2006 - August 2006
National Football League June 2005 - August 2005
Scottrade June 2004 - January 2005
Skills
Financial Modeling, Energy, Midstream, Commodity Markets, Power Transmission, Financial Analysis, Team Leadership, Business Process..., Project Management, Mergers & Acquisitions, Due Diligence, Consulting, Asset Management, Auditing, Risk Management
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2007
Master of Accountancy (MAcc), cum laude, Accounting
University of Tennessee-Knoxville - College of Business Administration 2002 — 2006
Bachelor of Science (BS), magna cum laude, Accounting, International Business
Scottrade July 2008 - Present
Skills
Finance, Financial Analysis, Sales, Equities, Investments, Relationship Management
Education
Indiana University Bloomington 2004 — 2008
LKQ Corporation May 2015 - Present
LKQ Corporation August 2013 - May 2015
LKQ Corporation October 2011 - August 2013
VideoPlus July 2010 - July 2011
Regions Bank 2008 - 2010
Scottrade 2007 - 2008
Walgreens 2003 - 2007
Skills
Management, Sales, Salesforce.com, Training, Marketing, Analysis, Customer Service, Strategy, Direct Sales, Project Management, Microsoft Excel, CRM, Process Improvement, Time Management, Teamwork, Account Management, Leadership, Team Building, Customer Satisfaction
Education
University of Tennessee-Knoxville - College of Business Administration 2003 — 2006
Business Management, International Business
Riverside Community College
Scottrade 2008 - Present
BancOhio Financial February 2007 - Present
Education
The Ohio State University 1992 — 1994
Indiana University Bloomington 1988 — 1992
Sports Marketing and Management
Ingram Micro June 2012 - Present
Source Interlink May 2011 - June 2012
Scottrade November 2008 - May 2011
Regal Beloit January 2008 - November 2008
Skills
C#, JavaScript, ASP.NET MVC, LINQ, ASP.NET, jQuery, AJAX, Log4Net, MSTest, ReSharper, TFS, Entity Framework, HTML, HTML5, HTML + CSS, MVC, CSS, ADO.NET, XML, WCF, SQL Server, .NET, Visual Studio, Web Development, JSON, Web Services, OOP, IIS, NUnit, Front-end Development, Web Applications, ASP.NET AJAX, Agile, Scrum, SOAP, REST, Unit Testing, Microsoft SQL Server
Education
University of Missouri-Rolla 2006 — 2008
Masters, Computer Science
Guru Gobind Singh Indraprastha University 2002 — 2006
Bachelor of Science, Information technology
Level 3 Communications March 2014 - Present
Scottrade November 2010 - Present
Skills
QTP, SDLC, System Testing, SQL, Requirements Analysis, Testing, Manual Testing, Oracle, Web Applications, Quality Assurance, Test Cases, Test Automation, Databases, Integration, Software Quality..., Software Documentation, Regression Testing, Test Planning, Quality Center, Agile Methodologies, Requirements Gathering, Test Management, Software Project..., Scrum, Analysis, HP QTP
Education
Jiwaji University 1993 — 1996
MCA, Computer Science, Applied Mathematics, Management Studies
Bhopal University 1990 — 1993
B.Sc., Physics, Chemistry, Mathematics
ADP - Retirement Services March 2015 - Present
Hilliard Lyons March 2013 - March 2015
Northwestern Mutual September 2012 - March 2013
Scottrade November 2003 - September 2012
A.G. Edwards & Sons, Inc. July 2001 - November 2002
Skills
Customer Service, Compliance, Excel, PowerPoint, Word, Series 7, Problem Solving, Series 63, FINRA, Series 66, Securities, Options
Education
Indiana University-Southeast 2004 — 2007
Master of Science (M.S.), Strategic Finance
Sullivan University 2000 — 2001
Bachelor of Science (B.S.), Management
The Chemours Company July 2015 - Present
DuPont April 2015 - June 2015
Janney Montgomery Scott April 2013 - February 2015
Janney Montgomery Scott June 2010 - March 2013
Janney Montgomery Scott July 2007 - June 2010
Scottrade September 2006 - July 2007
CFE Equipment Corporation April 2005 - September 2005
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Finance, Capital Markets, Investments, Venture Capital, Financial Analysis, Fixed Income, Equities, Alternative Investments, Series 7, Mergers & Acquisitions, Due Diligence, Strategy, Management, Financial Services, Corporate Finance
Education
Hamilton College 2002 — 2006
B.A, Economics
York Suburban High School 1998 — 2002
High School Diploma
Scottrade March 2009 - Present
Scottrade August 2008 - July 2009
Scottrade July 2006 - August 2008
Scottrade July 2005 - July 2006
Scottrade July 2004 - June 2005
Scottrade June 2002 - July 2004
Scottrade September 2000 - June 2002
Skills
Quality Center, Test Planning, Software Quality..., SDLC, Quality Assurance, System Testing, Test Cases, Regression Testing, Testing, Agile Methodologies, Manual Testing, Defect Tracking, Test Management, Waterfall, Requirements Analysis, Process Improvement, Management, Software Documentation
Education
Southwestern Illinois College 1998 — 2000
CIS
Kaskaskia College
Associate's degree, Administration of Justice
Scottrade November 2013 - Present
Scottrade February 2013 - November 2013
Scottrade May 2010 - February 2013
Scottrade December 2008 - May 2010
Skills
Series 7, Series 63, Client Education, Microsoft Office, Customer Presentations, Sales, Online Brokerage, Time Management, Market Intelligence, Pilot Projects, Negotiation, Strategic Planning, Business Strategy, Process Improvement, CRM, Business Development, Customer Service, Leadership
Education
Johnson and Wales University 2006 — 2009
BS, International Business, Financial Service Management
Centene Corporation July 2015 - Present
Scottrade June 2013 - July 2015
Advanced Information Services 2007 - May 2013
St. Joseph Junior Seminary 2006 - 2006
Caterpillar Inc. 2001 - 2005
Education
Illinois Wesleyan University 1997 — 2001
Bachelor of Science, Mathematics
Scottrade 2006 - Present
Skills
Equities, Financial Markets, Microsoft Office, Mutual Funds, Series 7, Investments, ETFs, Series 63, Investment consultant, Customer Relations, Options, Wealth Management
Education
Indiana State University - School of Business
Bachelor of Science (BS), Finance, General
Culver Academy
Scottrade May 2015 - Present
CenturyLink Technology Solutions August 2014 - April 2015
Walmart Global E-Commerce April 2014 - July 2014
AT&T March 2014 - April 2014
Solar Turbines, Inc. September 2013 - January 2014
Mitchell International, Inc. July 2012 - June 2013
Skills
Project Management, Process Improvement, JIRA, Agile Methodologies, Scrum, SharePoint, Testing, Databases, Management, Data Analysis, Analysis, Risk Management, Release Management, User Experience, Microsoft Excel, Time Management, Kanban, Software Project..., SDLC, User Stories, Agile Project Management
Education
University of Tennessee-Knoxville 2007 — 2008
Master of Business Administration (MBA), Finance and Logistics
Indian Institute of Technology, Delhi 1997 — 1998
MTech, Polymer Science and technology
Charles Schwab December 2013 - Present
Scottrade March 2010 - July 2012
Computer Research, Inc. (acquired by Scottrade March 2010) July 2007 - March 2010
Comprehensive Software Systems February 2002 - June 2007
Fiserv Correspondent Services Corp. November 2000 - December 2001
American Fronteer Financial Corp May 1998 - November 2000
Merrill Lynch December 1997 - May 1998
MultiSource Services January 1989 - December 1997
LIT America 1986 - 1989
Skills
Equities, Financial Services, Business Analysis, Product Management, SDLC, Fixed Income, Process Improvement, Risk Management, Strategic Planning, Software Project..., Back Office, Business Strategy, Business Architecture, Cost Basis Reporting, Front Office Support, Quality Assurance, Securities, Cross-functional Team..., Business Process, Strategy, Analysis, Corporate Actions, Settlement, Product Development, Requirements Analysis, Start-ups, Software Development, Requirements Gathering, Leadership, Business Requirements, Management, Mutual Funds, Mergers & Acquisitions, Competitive Analysis, Enterprise Software, Trading, Options, Electronic Trading, Series 7, Vendor Management, Trading Systems
Education
Illinois State University 1979 — 1983
B.S., Finance & Economics
Scottrade October 2013 - Present
Clean-Tech Company December 2012 - October 2013
Fidelity Investments August 2011 - November 2012
The Mutual Fund Store April 2011 - August 2011
T. Rowe Price August 2010 - April 2011
T. Rowe Price March 2007 - July 2010
Housing & Building Association of Colorado Springs September 2006 - March 2007
Scott Stewart, DDS August 2004 - August 2005
Skills
Investments, IRAs, Series 6, Series 7, Uniform Combined State..., Series 63, 401k, Mutual Funds, Retirement, Recruiting, Human Resources, Finance, Fixed Income, Retirement Planning, Wealth Management, Investment Strategies, Pensions, Investment Advisory, ERISA, Employee Benefits, Customer Service, Investment Management, Securities, Insurance, Personal Finance, Interviews, Asset Allocation, Options, Defined Benefit, Retirement Savings, Disability Insurance, ETFs, Financial Advisory, Small Business, FINRA, Financial Services, 529 Plans, Relationship Management, Equities, Administration, Brokerage, Financial Modeling, Risk Management, Portfolio Management
Education
University of Northern Colorado 2005 — 2009
Clinical Professional Counseling
John Brown University 1999 — 2003
Bachelor of Science, Family and Human Services/Psychology
Charles Schwab July 2011 - Present
Scottrade July 2005 - June 2011
Morgan Stanley June 2004 - April 2005
Education
Indiana University of Pennsylvania 2000 — 2004
Finance
State Street July 2014 - Present
SEI June 2013 - July 2014
Immaculata University August 2010 - May 2013
Scottrade May 2011 - May 2012
Education
Immaculata University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Federal Reserve Bank of Kansas City November 2014 - Present
Scottrade March 2014 - July 2014
Scottrade June 2012 - February 2014
Scottrade February 2011 - June 2012
Midwest Telephone Solutions July 2010 - May 2011
Bausch & Lomb 2006 - 2010
Skills
Testing, Microsoft Office, Active Directory, Troubleshooting, Windows, XP, Computer Hardware, Operating Systems, System Administration, Documentation, Visual Basic, Windows 7, TCP/IP, DHCP, VBScript, Problem Solving, Wireless, Software Documentation, Technical Support, Windows Server, VMware, SharePoint, Servers, Visio, DNS, Switches, Disaster Recovery, Windows XP, VPN, Network Administration
Education
ITT Technical Institute 2003 — 2005
AAS, Computer and Electronics Engineering
ITT Technical Institute-Arnold
Associate of Arts and Sciences (AAS), Computer Engineering
State Street September 2013 - July 2015
State Street July 2011 - September 2013
Scottrade February 2009 - July 2011
Beijing Pinjin Investment Management Co., LTD May 2010 - September 2010
L.C. Smith - Student Records Office January 2008 - May 2010
Industrial and Commercial Bank of China Ltd. June 2009 - August 2009
eBay June 2005 - August 2008
Session Film Production May 2007 - June 2007
Skills
Chinese(Mandarin), Microsoft Excel, Microsoft Word, Microsoft Office, Mac OS, Financial Analysis, Accounting
Education
Syracuse University 2006 — 2010
BS, Finance, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
School of Management, Accounting and Finance
Hack Reactor
Federal Home Loan Bank of San Francisco 2013 - Present
All Western Mortgage March 2013 - June 2014
Waddell & Reed May 2007 - December 2009
Federal Home Loan Bank of San Francisco May 2003 - January 2008
Whitney Bank October 2002 - May 2003
Federal Home Loan Bank of San Francisco September 2000 - August 2002
Scottrade March 2000 - September 2000
Northern Regional Library Facility 1992 - 1999
Skills
HTML, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Banking, Investments, Real Estate Economics, Commercial Banking, Commercial Real Estate..., Mortgage Banking, Mortgage Servicing, Audio Engineering, Financial Audits, Audio Editing, Finance, Portfolio Management, Credit, Financial Services, Loans, Risk Management
Education
Saint Mary's College of California 2013 — 2015
Master of Science (M.S.), Financial Analysis & Investment Management
University of California, Berkeley 2004 — 2006
Professional Certificate, Personal Financial Planning
Holy Names University
Bachelor of Science (BS), Business Administration and Management, General
McChesney
Charter Communications November 2013 - Present
Scottrade July 2011 - October 2013
Towers Watson February 2011 - May 2011
Mercer Human Resource Consulting July 2006 - November 2009
American University of Central Asia August 2002 - January 2006
AFP 2002 - 2005
Skills
Teaching, Access, Public Speaking, Higher Education, Statistics, Qualitative Research, Research, Human Resources, Salary, Job Descriptions, Data Analysis, Compensation & Benefit, Market Pricing, Executive Pay, Deferred Compensation, Training, Management, Employee Benefits, Compensation Structures, Onboarding
Education
Indiana University Bloomington 2000 — 2002
MA, Psychology
Scottrade January 2014 - Present
Skills
C#, Java, C++, Visual Basic, Python, Groovy, Microsoft SQL Server, MySQL, Android SDK, Visual Studio, Eclipse, AutoCAD, Microsoft Word, Microsoft Office, Microsoft Excel, WCF Services, Web Services
Education
Kansas State University 2009 — 2013
Bachelor of Science (BS), Computer Science
Principal Funds August 2015 - Present
Scottrade September 2005 - August 2015
Etrade Financial February 2005 - September 2005
US Small Business Administration October 2004 - February 2005
Dan Gamel RV Center August 2003 - September 2004
Skills
Investments, Finance, Mortgage Lending, Leadership, Team Building, Strategic Planning, Financial Planning, Negotiation
Education
Hawaii Pacific University 2000 — 2002
Entrepreneurial Business
Upper Iowa University 1996 — 1998
Associate's degree, General Studies
Scottrade 2014 - Present
ClearPoint Credit Counseling November 1994 - Present
ClearPoint Credit Counseling November 1994 - December 2013
ClearPoint Credit Counseling November 1994 - December 2013
Skills
Credit, Credit Analysis, Risk Management, Banking, Non-profits, Management, Process Improvement, Community Outreach, Leadership, Training, Customer Service, Nonprofits, Grants, Analysis, Marketing, Budgets, Marketing Strategy, Strategic Planning, Event Planning, Public Speaking, Strategic Partnerships, Credit Counseling, Financial Education, Fundraising
Education
Illinois State University
Bachelor of Science
National Foundation of Credit Counseling
NeighborWorks America
Delinquent/Pre Foreclosure Training
University of Missouri - St. Louis
Social Security Administration 2009 - Present
Scottrade 2006 - 2007
US Army 3rd Infantry 2002 - 2006
Education
SIU
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Southern Illinois University, Carbondale 1998 — 2001
Bachelors, Administration of Justice
Jackson State University 1997 — 1998
Scottrade August 2014 - Present
Chase December 2012 - July 2014
Power Play Marketing August 2012 - November 2012
The Home Depot February 2009 - June 2012
Circuit City May 2007 - January 2009
Skills
Customer Service, Store Management, Inventory Management, Retail Sales, Merchandising, Customer Satisfaction, Retail, Phone Etiquette, Visual Merchandising, Inventory Control, Outlook
Education
Grand Valley State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Scottrade 2008 - Present
Innovative Solutions 2006 - 2008
AT&T 2000 - 2006
INTRAV 1998 - 2000
Skills
SDLC, Visio, Requirements Gathering, Business Analysis, Requirements Analysis, Software Documentation, SharePoint, Project Management, Process Improvement, CRM, Team Leadership, Data Analysis
Education
Illinois State University 1994 — 1998
B.S., History, Writing
Centene Corporation 2011 - Present
Bose Corporation October 2003 - Present
Sisters of Mercy August 2010 - October 2010
IntraISP March 2008 - April 2009
Wells Fargo Advisors October 2006 - March 2008
Westplex Information Network June 2005 - October 2006
Scottrade January 2004 - January 2005
Education
Lindenwood University 2009 — 2011
Master of Science (M.S.), Health/Health Care Administration/Management
ITT Technical Institute-Earth City 2006 — 2007
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Ranken Technical College 2001 — 2003
Associate of Technology, Computer Systems Networking and Telecommunications
Scottrade August 2015 - Present
Monsanto Company August 2013 - August 2015
Biomedical Systems November 2011 - August 2013
Medical Transporation Management September 2010 - November 2011
Biomedical Systems July 2002 - September 2010
Skills
Business Analysis, Data Analysis, Analysis, Project Management, Visio, Quality Assurance, Process Improvement, Microsoft Office, Validation, Team Leadership
Education
ITT Technical Institute-Earth City 2003 — 2006
Associate's degree, Computer Systems Networking and Telecommunications
First Bank February 2015 - Present
Scottrade March 2009 - February 2015
Puckett Machinery Company 2002 - 2008
WorldCom 1999 - 2002
Medical Assurance Company of Mississippi 1995 - 1999
Magnolia Federal Bank 1985 - 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, Training, IBM iseries, DB2, RPG ILE/free, CL, SQL, Robot, Sequel, Hawkeye, Townsend, IBM Rational, IBM AS/400
Education
Mississippi College 1992 — 1995
Bachelor's Degree, Computer Science
Hinds Community College 1982 — 1985
Associate of Science (AS), Computer Programming
Forest Hill High School 1978 — 1980
diploma, general
Scottrade July 2014 - July 2015
Merrill Lynch December 2013 - July 2014
Scottrade May 2010 - December 2013
Verizon Wireless August 2008 - March 2010
Skills
Microsoft Excel, Retirement, Sales, 401k, Time Management, Asset Allocation, Customer Service, Call Centers, Management, Securities, Brokerage, Sales Operations, Investments, Project Management, FINRA, Trading, Series 7, Wealth Management, Retirement Planning, Financial Services, Microsoft Office
Education
Richard Stockton College of New Jersey 2011 — 2013
Bachelor's Degree, Finance, General, 3.5
Hawaii Pacific University
Finance, General
Scottrade July 2008 - Present
Skills
Windows, HTML, SQL, Networking, SDLC, Customer Service, Troubleshooting, Software Documentation, Research, Active Directory, Operating Systems, Servers, VB.NET, IIS, Microsoft SQL Server, Microsoft Excel
Education
Webster University 2004 — 2006
Master's degree, Business Administration and Management, Information systems
Harris-Stowe State University 1998 — 2003
Management Information Technology, Information Technology
Scottrade June 2013 - Present
Skills
Accurate Data Entry, Interpretation and..., Electronic Data..., Microsoft Office, Problem Analysis and..., Public Speaking, Oral & Written..., Strategic Planning
Education
University of Kansas 2012 — 2016
Bachelor of Journalism, Strategic Communications
Johnson County Community College 2011 — 2012
GDH Government Services March 2015 - Present
The University of Alabama August 2014 - December 2014
Burch Corporation June 2010 - August 2013
L. Paul Kassouf & Co. December 2007 - May 2010
Philip E. Gable, CPA, P.C. September 2005 - December 2007
Books A Million December 2004 - September 2005
Inverness Asset Management August 2004 - December 2004
Scottrade February 2004 - June 2004
Books A Million November 2001 - December 2003
Skills
General Ledger, Accounts Payable, Financial Reporting, Accounting, QuickBooks, Financial Statements, Journal Entries, Financial Accounting, Research
Education
University of Alabama 2013 — 2014
Master's Degree, Applied Statistics, 3.917 GPA
Jefferson State Community College 2012 — 2013
University of Alabama at Birmingham 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.92 GPA