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
Tia Solis Tia Solis's Scottrade Experience August 2009 - June 2010
Job Financial Analyst
Industry Real Estate
Experience
The Resort at Paws Up November 2014 - Present
Avison Young Commercial Real Estate July 2014 - November 2014
Caesars Entertainment Corporation May 2012 - August 2013
JAKREC June 2011 - April 2012
Coldwell Banker Wardley Real Estate October 2010 - January 2012
Scottrade August 2009 - June 2010
Skills
Microsoft Office, Budget, Forecasting, Data Analysis, Market Analysis, Real Estate License, Analysis, Financial Reporting, Sales, Financial Analysis, Access, Account Reconciliation, Leadership, Market Research, Real Estate, Financial Modeling, Business Analysis, Budgets
Education
Nevada State College
Post Baccalaureate, Pre-Medicine/Pre-Medical Studies
University of Nevada-Las Vegas
Bachelor of Science Business Administration, Finance
The Resort at Paws Up November 2014 - Present
Avison Young Commercial Real Estate July 2014 - November 2014
Caesars Entertainment Corporation May 2012 - August 2013
JAKREC June 2011 - April 2012
Coldwell Banker Wardley Real Estate October 2010 - January 2012
Scottrade August 2009 - June 2010
Skills
Microsoft Office, Budget, Forecasting, Data Analysis, Market Analysis, Real Estate License, Analysis, Financial Reporting, Sales, Financial Analysis, Access, Account Reconciliation, Leadership, Market Research, Real Estate, Financial Modeling, Business Analysis, Budgets
Education
Nevada State College
Post Baccalaureate, Pre-Medicine/Pre-Medical Studies
University of Nevada-Las Vegas
Bachelor of Science Business Administration, Finance
Jacob Steingrubey Jacob Steingrubey's Scottrade Experience July 2008 - August 2013
Job Client Service Representative at Blattel & Associates
Industry Financial Services
Experience
Blattel and Associates August 2013 - Present
Scottrade July 2008 - August 2013
Marsh Risk Consulting February 2007 - July 2008
Marsh February 2007 - July 2008
Skills
Business Continuity, Disaster Recovery, Risk Management, ITIL, Visio
Education
University of Missouri-Saint Louis 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Missouri State University
Blattel and Associates August 2013 - Present
Scottrade July 2008 - August 2013
Marsh Risk Consulting February 2007 - July 2008
Marsh February 2007 - July 2008
Skills
Business Continuity, Disaster Recovery, Risk Management, ITIL, Visio
Education
University of Missouri-Saint Louis 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Missouri State University
Daniel Floyd Garcia's Scottrade Experience September 2009 - November 2011
Job Oil Field Operations Specialist
Industry Oil & Energy
Experience
Superior Energy Services December 2014 - Present
Schlumberger December 2012 - December 2014
JPMorgan Chase November 2011 - December 2012
Scottrade September 2009 - November 2011
Alamo Area Council of Governments May 2010 - September 2010
Citi November 2001 - September 2009
US Air Force Reserve November 2001 - November 2007
Skills
Series 7, Series 63, Equities, Securities, Investments, Options, Mutual Funds, Portfolio Management, Fixed Income, Trading, Wealth Management, FINRA, Financial Markets, ETFs, Bonds, Retirement Planning, Derivatives, Asset Allocation, Equity Trading, CDL Class A, Hydraulic Fracturing, Chemical Safety, Forklift Operator, Finance, Sales Operations, Building Relationships, Oil & Gas Industry
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Arts (B.A.), Criminal Justice
Northwest Vista College 2000 — 2003
Associate of Arts (A.A.)
Superior Energy Services December 2014 - Present
Schlumberger December 2012 - December 2014
JPMorgan Chase November 2011 - December 2012
Scottrade September 2009 - November 2011
Alamo Area Council of Governments May 2010 - September 2010
Citi November 2001 - September 2009
US Air Force Reserve November 2001 - November 2007
Skills
Series 7, Series 63, Equities, Securities, Investments, Options, Mutual Funds, Portfolio Management, Fixed Income, Trading, Wealth Management, FINRA, Financial Markets, ETFs, Bonds, Retirement Planning, Derivatives, Asset Allocation, Equity Trading, CDL Class A, Hydraulic Fracturing, Chemical Safety, Forklift Operator, Finance, Sales Operations, Building Relationships, Oil & Gas Industry
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Arts (B.A.), Criminal Justice
Northwest Vista College 2000 — 2003
Associate of Arts (A.A.)
Dhaval Desai Dhaval Desai's Scottrade Experience June 2013 - June 2014
Job Advisor at USAA
Industry Financial Services
Experience
USAA June 2014 - Present
Scottrade June 2013 - June 2014
Scottrade November 2010 - June 2013
Scottrade August 2007 - November 2010
Scottrade May 2006 - August 2007
Skills
Series 7, Series 63, Investment Strategies, Mutual Funds, Capital Markets, Options Strategies, FINRA, Team Leadership, Coaching, Equity Derivatives, Securities Regulation, Capital Budgeting, Corporate Finance, NASD, Oracle CRM, Claritas, Series 65, Portfolio Management
Education
Nova Southeastern University
Master of Business Administration (MBA), Finance
University of South Florida
Bachelor of Science (BS), Finance
USAA June 2014 - Present
Scottrade June 2013 - June 2014
Scottrade November 2010 - June 2013
Scottrade August 2007 - November 2010
Scottrade May 2006 - August 2007
Skills
Series 7, Series 63, Investment Strategies, Mutual Funds, Capital Markets, Options Strategies, FINRA, Team Leadership, Coaching, Equity Derivatives, Securities Regulation, Capital Budgeting, Corporate Finance, NASD, Oracle CRM, Claritas, Series 65, Portfolio Management
Education
Nova Southeastern University
Master of Business Administration (MBA), Finance
University of South Florida
Bachelor of Science (BS), Finance
Melissa Gross Melissa Gross's Scottrade Experience February 2014 - Present
Job Senior HR Systems Analyst at Scottrade
Industry Human Resources
Experience
Scottrade February 2014 - Present
TALX April 2010 - February 2014
TALX (Equifax) December 2005 - April 2010
The May Department Stores Company October 2004 - December 2005
Central States Industrial October 2003 - May 2004
Education
Webster University 2007 — 2010
Masters, Business Administration
Missouri State University 2000 — 2004
Bachelor of Science, Human Resources Management
Scottrade February 2014 - Present
TALX April 2010 - February 2014
TALX (Equifax) December 2005 - April 2010
The May Department Stores Company October 2004 - December 2005
Central States Industrial October 2003 - May 2004
Education
Webster University 2007 — 2010
Masters, Business Administration
Missouri State University 2000 — 2004
Bachelor of Science, Human Resources Management
joe byrnes joe byrnes's Scottrade Experience November 2007 - Present
Job Senior Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade November 2007 - Present
Charles Schwab March 2006 - October 2007
Securities Trading and Research Development June 2004 - February 2006
Shearson Lehman Brothers 1987 - 1993
Education
Niagara University 1973 — 1975
Bachelor of Science (BS), Business, 3.0
Scottrade November 2007 - Present
Charles Schwab March 2006 - October 2007
Securities Trading and Research Development June 2004 - February 2006
Shearson Lehman Brothers 1987 - 1993
Education
Niagara University 1973 — 1975
Bachelor of Science (BS), Business, 3.0
Sam Schnieders Sam Schnieders's Scottrade Experience November 2014 - Present
Job Trader Product Strategy Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade February 2013 - November 2014
Scottrade April 2012 - April 2013
Scottrade April 2010 - April 2012
Bank of America May 2008 - April 2009
Skills
●Series 7 & 63 Licensed, ●Dean’s List- 8..., ●National Society of..., ●Financial Management..., ●Proficient in..., Mutual Funds, Investments, Series 7, Fixed Income, Bloomberg, Finance, Equities, Options, Trading, Customer Service, FINRA, Portfolio Management, Cross-functional Team..., Financial Services, Management, Series 63, Microsoft Office, Securities, Financial Analysis
Education
Saint Louis University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Missouri State University 2003 — 2007
Business Administration, Finance
Scottrade November 2014 - Present
Scottrade February 2013 - November 2014
Scottrade April 2012 - April 2013
Scottrade April 2010 - April 2012
Bank of America May 2008 - April 2009
Skills
●Series 7 & 63 Licensed, ●Dean’s List- 8..., ●National Society of..., ●Financial Management..., ●Proficient in..., Mutual Funds, Investments, Series 7, Fixed Income, Bloomberg, Finance, Equities, Options, Trading, Customer Service, FINRA, Portfolio Management, Cross-functional Team..., Financial Services, Management, Series 63, Microsoft Office, Securities, Financial Analysis
Education
Saint Louis University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Missouri State University 2003 — 2007
Business Administration, Finance
William Winslow William Winslow's Scottrade Experience February 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade February 2014 - Present
Wells Fargo Advisors, LLC October 2012 - January 2014
TD Wealth Management 2006 - 2009
Morgan Stanley 2004 - 2005
UNC Wilmington 2004 - 2004
Investors Capital 2001 - 2004
Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement
Education
UNCW 1997 — 1999
Master of Business Administration (MBA)
Norwich University 1985 — 1986
Master of Education (M.Ed.)
Norwich University 1980 — 1985
Bachelor of Science (BS)
Amherst Regional HS 1978 — 1980
Scottrade February 2014 - Present
Wells Fargo Advisors, LLC October 2012 - January 2014
TD Wealth Management 2006 - 2009
Morgan Stanley 2004 - 2005
UNC Wilmington 2004 - 2004
Investors Capital 2001 - 2004
Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement
Education
UNCW 1997 — 1999
Master of Business Administration (MBA)
Norwich University 1985 — 1986
Master of Education (M.Ed.)
Norwich University 1980 — 1985
Bachelor of Science (BS)
Amherst Regional HS 1978 — 1980
Jennifer Christman Greffet Jennifer Christman Greffet's Scottrade Experience August 2014 - Present
Job Technical Documentation Specialist
Industry Writing and Editing
Experience
Scottrade August 2014 - Present
EnLogic Systems October 2011 - July 2014
Potter Electric Signal Company December 2008 - October 2011
Wal-Mart September 2006 - July 2008
Skills
Technical Writing, Editing, Copywriting, Report Writing, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Adobe Acrobat, RoboHelp, Microsoft Office, Internal Communications, Print Ads, Design Documents, Technical Support, Project Management, Training, Marketing, Marketing Communications, Management, Customer Service
Education
Missouri State University 2002 — 2006
B.S., Professional Writing
Ursuline Academy 1998 — 2002
High School Diploma, General
Scottrade August 2014 - Present
EnLogic Systems October 2011 - July 2014
Potter Electric Signal Company December 2008 - October 2011
Wal-Mart September 2006 - July 2008
Skills
Technical Writing, Editing, Copywriting, Report Writing, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Adobe Acrobat, RoboHelp, Microsoft Office, Internal Communications, Print Ads, Design Documents, Technical Support, Project Management, Training, Marketing, Marketing Communications, Management, Customer Service
Education
Missouri State University 2002 — 2006
B.S., Professional Writing
Ursuline Academy 1998 — 2002
High School Diploma, General
Gary Dzurny Gary Dzurny's Scottrade Experience November 2004 - March 2005
Job at Federal Reserve System
Industry Computer Software
Experience
Federal Reserve System November 2010 - Present
Federated Software Group/Tapestry Solutions, Inc. April 2005 - September 2010
Scottrade November 2004 - March 2005
Raytheon Technical Services Company July 2002 - November 2004
G.A. Sullivan July 1999 - May 2002
Raytheon Technical Services Company December 1997 - July 1999
G.A. Sullivan August 1995 - December 1997
Electronics Documentation Systems, Inc./TRI-COR Industries, Inc. June 1994 - August 1995
DynCorp International March 1987 - February 1994
Skills
Requirements Analysis, Integration, Program Management, Testing, Software Project..., Business Analysis, IT Strategy, Enterprise Architecture, Security, Risk Management, Management, C#, Six Sigma, ITIL, Database Design, Cyber-security, Software Development, Databases, Leadership, Project Management, Microsoft SQL Server, Process Improvement, Project Planning, Analysis, Enterprise Software
Education
University of Maryland University College 2011 — 2013
MS, Cybersecurity Policy
Murray State University 1981 — 1985
BS, Engineering Physics
University of Alabama in Huntsville 1985 — 1987
Completed coursework pursuant an MS, Operations Research
Federal Reserve System November 2010 - Present
Federated Software Group/Tapestry Solutions, Inc. April 2005 - September 2010
Scottrade November 2004 - March 2005
Raytheon Technical Services Company July 2002 - November 2004
G.A. Sullivan July 1999 - May 2002
Raytheon Technical Services Company December 1997 - July 1999
G.A. Sullivan August 1995 - December 1997
Electronics Documentation Systems, Inc./TRI-COR Industries, Inc. June 1994 - August 1995
DynCorp International March 1987 - February 1994
Skills
Requirements Analysis, Integration, Program Management, Testing, Software Project..., Business Analysis, IT Strategy, Enterprise Architecture, Security, Risk Management, Management, C#, Six Sigma, ITIL, Database Design, Cyber-security, Software Development, Databases, Leadership, Project Management, Microsoft SQL Server, Process Improvement, Project Planning, Analysis, Enterprise Software
Education
University of Maryland University College 2011 — 2013
MS, Cybersecurity Policy
Murray State University 1981 — 1985
BS, Engineering Physics
University of Alabama in Huntsville 1985 — 1987
Completed coursework pursuant an MS, Operations Research
Ryan Held's Scottrade Experience February 2010 - January 2013
Job Audit Associate at Johnson Lambert LLP
Industry Accounting
Experience
Johnson Lambert LLP September 2014 - Present
Johnson Lambert LLP June 2013 - July 2013
McGladrey January 2013 - March 2013
Scottrade February 2010 - January 2013
Cardinal Fitness January 2010 - January 2011
Sears Holdings Corporation August 2008 - September 2009
Skills
Client Focused, Leadership Development, Problem Solving, Reliability, Coachable, Self-confidence, Team Motivator, Microsoft Excel, CRM, Leadership
Education
Northern Illinois University 2013 — 2014
Master's degree, Accountancy, GPA: 3.90
Northern Illinois University 2011 — 2013
Bachelor of Science (B.S.), Accountancy, GPA: 3.43
Rock Valley College 2008 — 2010
Associate of Arts
Johnson Lambert LLP September 2014 - Present
Johnson Lambert LLP June 2013 - July 2013
McGladrey January 2013 - March 2013
Scottrade February 2010 - January 2013
Cardinal Fitness January 2010 - January 2011
Sears Holdings Corporation August 2008 - September 2009
Skills
Client Focused, Leadership Development, Problem Solving, Reliability, Coachable, Self-confidence, Team Motivator, Microsoft Excel, CRM, Leadership
Education
Northern Illinois University 2013 — 2014
Master's degree, Accountancy, GPA: 3.90
Northern Illinois University 2011 — 2013
Bachelor of Science (B.S.), Accountancy, GPA: 3.43
Rock Valley College 2008 — 2010
Associate of Arts
Kevin Harris Jr., MBA Kevin Harris Jr., MBA's Scottrade Experience March 2000 - March 2001
Job Section Manager II at Huntington National Bank
Industry Banking
Experience
Millenium Community School August 2005 - Present
Huntington National Bank May 2001 - Present
Scottrade March 2000 - March 2001
Skills
Microsoft Office, Sales Presentations, Event Planning, Cost Reduction..., Project Management, Risk Management, Leadership, Fundraising, Coaching, Nonprofits, Program Management, Analysis, Banking, Policy, Finance, Loans, Public Speaking, Customer Service, Credit, Strategic Planning
Education
Ohio Dominican University 2012 — 2014
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
The Ohio State University 1996 — 2001
Bachelors, Economics
Millenium Community School August 2005 - Present
Huntington National Bank May 2001 - Present
Scottrade March 2000 - March 2001
Skills
Microsoft Office, Sales Presentations, Event Planning, Cost Reduction..., Project Management, Risk Management, Leadership, Fundraising, Coaching, Nonprofits, Program Management, Analysis, Banking, Policy, Finance, Loans, Public Speaking, Customer Service, Credit, Strategic Planning
Education
Ohio Dominican University 2012 — 2014
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
The Ohio State University 1996 — 2001
Bachelors, Economics
Mark Vassallo's Scottrade Experience September 2000 - August 2002
Job Fixed Income Trading Desk at Vanguard
Industry Financial Services
Experience
Vanguard December 2002 - Present
Scottrade September 2000 - August 2002
Skills
BondDesk Application, Bloomberg Terminal, Reuters, Certified Financial..., Series 7, Series 63, Excel, Microsoft Excel, Options
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, A
Saint Joseph's University 1996 — 1999
Bachelor of Science, Marketing
National University of Ireland, Galway 1994 — 1994
Bachelor of Science (BS), Literature
Vanguard December 2002 - Present
Scottrade September 2000 - August 2002
Skills
BondDesk Application, Bloomberg Terminal, Reuters, Certified Financial..., Series 7, Series 63, Excel, Microsoft Excel, Options
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, A
Saint Joseph's University 1996 — 1999
Bachelor of Science, Marketing
National University of Ireland, Galway 1994 — 1994
Bachelor of Science (BS), Literature
Dan Pompilio's Scottrade Experience October 2011 - June 2012
Job IT Digital Project Manager at CVS Health
Industry Financial Services
Experience
CVS Health July 2015 - Present
Toys R Us September 2013 - July 2015
DDI System July 2012 - August 2013
G's Bagel and Delicatessen August 2009 - January 2013
Scottrade October 2011 - June 2012
RED Distribution May 2011 - August 2011
Middlesex County Parks Department June 2009 - July 2010
Skills
Customer Service, Accounting, Accounts Payable, Sales, Marketing, Forecasting, Analysis, Budgets, Management, Microsoft Excel, Microsoft Office, Data Analysis, Access, Project Management, PowerPoint, Retail, Team Leadership, Microsoft Word, Financial Analysis, Outlook, Team Building, Time Management
Education
Monmouth University 2008 — 2012
Bachelor of Science, Business Finance
CVS Health July 2015 - Present
Toys R Us September 2013 - July 2015
DDI System July 2012 - August 2013
G's Bagel and Delicatessen August 2009 - January 2013
Scottrade October 2011 - June 2012
RED Distribution May 2011 - August 2011
Middlesex County Parks Department June 2009 - July 2010
Skills
Customer Service, Accounting, Accounts Payable, Sales, Marketing, Forecasting, Analysis, Budgets, Management, Microsoft Excel, Microsoft Office, Data Analysis, Access, Project Management, PowerPoint, Retail, Team Leadership, Microsoft Word, Financial Analysis, Outlook, Team Building, Time Management
Education
Monmouth University 2008 — 2012
Bachelor of Science, Business Finance
Roderick Dixon Roderick Dixon's Scottrade Experience 2006 - Present
Job
Industry Financial Services
Experience
Scottrade 2006 - Present
Fiserv Investor Services April 2003 - October 2005
E*TRADE Financial Corporation January 2000 - July 2002
Skills
Series 7
Education
Morehouse College
Scottrade 2006 - Present
Fiserv Investor Services April 2003 - October 2005
E*TRADE Financial Corporation January 2000 - July 2002
Skills
Series 7
Education
Morehouse College
Vincent Stanton's Scottrade Experience March 2014 - Present
Job Financial Services Professional
Industry Investment Management
Experience
Scottrade March 2014 - Present
Stifel Financial August 2013 - March 2014
Wells Fargo Advisors May 2012 - August 2013
Auto Assure Inc. 2011 - 2011
Skills
Project Management, Risk Management, Business Analysis, Portfolio Management, Microsoft Excel, Sales, Access, Training, Microsoft Word, Microsoft Office, Customer Service, Finance, Software Documentation, Active Directory, SharePoint, XML, Salesforce.com, Management, Investments, Financial Services, Marketing, Time Management, Leadership, Outlook, Financial Analysis, Securities, Series 7, Equities, Fixed Income, Marketing Communications, Public Speaking, PowerPoint, Analysis
Education
St. Charles Community College 2010 — 2010
Moberly Area Community College 2009 — 2010
Scottrade March 2014 - Present
Stifel Financial August 2013 - March 2014
Wells Fargo Advisors May 2012 - August 2013
Auto Assure Inc. 2011 - 2011
Skills
Project Management, Risk Management, Business Analysis, Portfolio Management, Microsoft Excel, Sales, Access, Training, Microsoft Word, Microsoft Office, Customer Service, Finance, Software Documentation, Active Directory, SharePoint, XML, Salesforce.com, Management, Investments, Financial Services, Marketing, Time Management, Leadership, Outlook, Financial Analysis, Securities, Series 7, Equities, Fixed Income, Marketing Communications, Public Speaking, PowerPoint, Analysis
Education
St. Charles Community College 2010 — 2010
Moberly Area Community College 2009 — 2010
Donald Chau Donald Chau's Scottrade Experience August 2005 - December 2014
Job Private Investor at Scottrade
Industry Hospital & Health Care
Experience
Scottrade August 2005 - December 2014
American Medical Response March 2013 - July 2013
Liberty Ambulance, LLC August 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, English, CPR Certified, Emergency Vehicle..., Phlebotomy, Certified EKG Technician, Outlook
Education
Mt. San Antonio College 2011 — 2012
Emergency Medical Technician (EMT) Certification, Emergency Medical Technology/Technician (EMT Paramedic)
University of California, Riverside 2005 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Scottrade August 2005 - December 2014
American Medical Response March 2013 - July 2013
Liberty Ambulance, LLC August 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, English, CPR Certified, Emergency Vehicle..., Phlebotomy, Certified EKG Technician, Outlook
Education
Mt. San Antonio College 2011 — 2012
Emergency Medical Technician (EMT) Certification, Emergency Medical Technology/Technician (EMT Paramedic)
University of California, Riverside 2005 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Riley Wittman Riley Wittman's Scottrade Experience January 2014 - Present
Job Scottrade Bank Equipment Finance Inside Sales Specialist
Industry Financial Services
Experience
Scottrade January 2014 - Present
Scottrade Inc January 2012 - Present
Scottrade Inc April 2011 - December 2011
COUNTRY Financial January 2010 - April 2011
Skills
Customer Service, Microsoft Excel, Banking, Finance, Microsoft Office, PowerPoint, Sales, Microsoft Word
Education
Southern Illinois University 2005 — 2009
B.A, Fashion Merchandising
Northern Illinois University 2004 — 2005
Undecided
Scottrade January 2014 - Present
Scottrade Inc January 2012 - Present
Scottrade Inc April 2011 - December 2011
COUNTRY Financial January 2010 - April 2011
Skills
Customer Service, Microsoft Excel, Banking, Finance, Microsoft Office, PowerPoint, Sales, Microsoft Word
Education
Southern Illinois University 2005 — 2009
B.A, Fashion Merchandising
Northern Illinois University 2004 — 2005
Undecided
Khalid Crawford-Muhammad Khalid Crawford-Muhammad's Scottrade Experience July 2013 - June 2014
Job Recent College Grad
Industry Financial Services
Experience
Bloomberg LP July 2014 - December 2014
Scottrade July 2013 - June 2014
Skills
Financial Services, Customer Service, Finance, Bloomberg Terminal, Stocks, Investments, Financial Markets, Analysis
Education
New Jersey City University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Bloomberg LP July 2014 - December 2014
Scottrade July 2013 - June 2014
Skills
Financial Services, Customer Service, Finance, Bloomberg Terminal, Stocks, Investments, Financial Markets, Analysis
Education
New Jersey City University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Aaron Tank Aaron Tank's Scottrade Experience April 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade April 2015 - Present
Midwest Janitorial Service, Inc. June 2008 - March 2015
DICK'S Sporting Goods 2006 - June 2008
Skills
Small Business, Marketing Strategy, Remediation, Waste Management, Waste, Recycling, Environmental Awareness, Operations Management, Environmental Compliance, Hazardous Waste..., Facilities Management, Sales, Retail, Carpet Cleaning, Building Maintenance, Hiring, Employee Management, Facilities Operations, Training
Education
Mount Mercy College 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Scottrade April 2015 - Present
Midwest Janitorial Service, Inc. June 2008 - March 2015
DICK'S Sporting Goods 2006 - June 2008
Skills
Small Business, Marketing Strategy, Remediation, Waste Management, Waste, Recycling, Environmental Awareness, Operations Management, Environmental Compliance, Hazardous Waste..., Facilities Management, Sales, Retail, Carpet Cleaning, Building Maintenance, Hiring, Employee Management, Facilities Operations, Training
Education
Mount Mercy College 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brady Heath Brady Heath's Scottrade Experience May 2012 - March 2014
Job Systems Engineer Storage at Enterprise Holdings
Industry Financial Services
Experience
Enterprise Holdings April 2014 - Present
Scottrade May 2012 - March 2014
Scottrade May 2012 - March 2014
Skills
Symantec Netbackup, Data Domain, Centera, Hitachi Storage, IBM DS8800, NetApp, Brocade Fibre Switches, DMX-3, CX-380, Storage Virtualization, Disaster Recovery, Storage Area Networks, Brocade, Clariion, EMC Storage, Netbackup, Replication, SAN, Storage
Education
Missouri State University 2001 — 2005
Bachelor of Science (BS), Computer and Information Sciences, General
Enterprise Holdings April 2014 - Present
Scottrade May 2012 - March 2014
Scottrade May 2012 - March 2014
Skills
Symantec Netbackup, Data Domain, Centera, Hitachi Storage, IBM DS8800, NetApp, Brocade Fibre Switches, DMX-3, CX-380, Storage Virtualization, Disaster Recovery, Storage Area Networks, Brocade, Clariion, EMC Storage, Netbackup, Replication, SAN, Storage
Education
Missouri State University 2001 — 2005
Bachelor of Science (BS), Computer and Information Sciences, General
Tom Nunnelee Tom Nunnelee's Scottrade Experience 2011 - Present
Job Windows Systems and Server Administration
Industry Information Technology and Services
Experience
Scottrade 2011 - Present
Precision Practice Management January 2006 - May 2011
AT&T formerly SBC Communications, Inc. January 2000 - January 2006
Skills
Hardware, EMR, SAN, Backup Exec, Microsoft SQL Server, Networking, System Administration, Disaster Recovery, Windows Server, Servers, Troubleshooting, Network Administration, Microsoft Exchange, Active Directory, Network Security, Storage Area Networks, Cisco Technologies, VMware, Powershell, DNS, Microsoft Technologies, System Deployment, Virtualization
Education
Missouri State University 1996 — 2000
Bachelor of Science, Computer Information Systems
Scottrade 2011 - Present
Precision Practice Management January 2006 - May 2011
AT&T formerly SBC Communications, Inc. January 2000 - January 2006
Skills
Hardware, EMR, SAN, Backup Exec, Microsoft SQL Server, Networking, System Administration, Disaster Recovery, Windows Server, Servers, Troubleshooting, Network Administration, Microsoft Exchange, Active Directory, Network Security, Storage Area Networks, Cisco Technologies, VMware, Powershell, DNS, Microsoft Technologies, System Deployment, Virtualization
Education
Missouri State University 1996 — 2000
Bachelor of Science, Computer Information Systems
Eric Kenney Eric Kenney's Scottrade Experience May 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
Charles Schwab 2006 - 2010
Charles Schwab 2004 - 2006
Charles Schwab 2000 - 2004
Skills
Investments, Portfolio Management, Management, Mutual Funds, Finance, Equities, Fixed Income, Sales, Trading, Customer Service, Options, Cash Management, Coaching, Wellness, Lifestyle, Wellness Coaching, Holistic Health, Nutrition, Fitness
Education
New Mexico State University 1994 — 1999
Bachelor Degree of Business Administration, Major: International Business and Minor: Spanish
Scottrade May 2014 - Present
Charles Schwab 2006 - 2010
Charles Schwab 2004 - 2006
Charles Schwab 2000 - 2004
Skills
Investments, Portfolio Management, Management, Mutual Funds, Finance, Equities, Fixed Income, Sales, Trading, Customer Service, Options, Cash Management, Coaching, Wellness, Lifestyle, Wellness Coaching, Holistic Health, Nutrition, Fitness
Education
New Mexico State University 1994 — 1999
Bachelor Degree of Business Administration, Major: International Business and Minor: Spanish
Danny Schlei's Scottrade Experience 2003 - 2004
Job Milwaukee Web Design & Development Consultant | SEO | Internet Marketing | Sr. Account Manager, Brew City Marketing
Industry Marketing and Advertising
Experience
Brew City Marketing August 2009 - Present
Northwestern Mutual March 2007 - May 2009
Scottrade 2003 - 2004
Best Buy 2002 - 2004
Skills
Marketing Strategy, Digital Marketing, Web Design, Website Promotion, Social Media Marketing, SEO, Internet Communications, Web Development, Website Development, Online Advertising, Business Development, Sales, Investments, Finance, Strategic Financial..., Forex Currency Trading, Options Trading, Permanent Life Insurance, Wordpress, Stocks, Mutual Funds, Email Marketing, Direct Marketing, Online Marketing, Social Media, Social Networking, Entrepreneurship, Mobile Marketing, Advertising, Brand Development, Copywriting, PPC, SEO copywriting, Logo Design, Small Business, SEM, Marketing, Web Marketing, Lead Generation, Blogging, E-commerce, Google Analytics, Web Analytics, WordPress, Facebook, Customer Service, Strategic Planning, Team Building, Sales Management, Leadership
Education
UW-Milwaukee 2004 — 2007
Bachelor's degree, Accounting and Finance
Moraine Park Technical College 2001 — 2002
Diploma (1) year, Electrician
Brew City Marketing August 2009 - Present
Northwestern Mutual March 2007 - May 2009
Scottrade 2003 - 2004
Best Buy 2002 - 2004
Skills
Marketing Strategy, Digital Marketing, Web Design, Website Promotion, Social Media Marketing, SEO, Internet Communications, Web Development, Website Development, Online Advertising, Business Development, Sales, Investments, Finance, Strategic Financial..., Forex Currency Trading, Options Trading, Permanent Life Insurance, Wordpress, Stocks, Mutual Funds, Email Marketing, Direct Marketing, Online Marketing, Social Media, Social Networking, Entrepreneurship, Mobile Marketing, Advertising, Brand Development, Copywriting, PPC, SEO copywriting, Logo Design, Small Business, SEM, Marketing, Web Marketing, Lead Generation, Blogging, E-commerce, Google Analytics, Web Analytics, WordPress, Facebook, Customer Service, Strategic Planning, Team Building, Sales Management, Leadership
Education
UW-Milwaukee 2004 — 2007
Bachelor's degree, Accounting and Finance
Moraine Park Technical College 2001 — 2002
Diploma (1) year, Electrician
Daquinn Newton Daquinn Newton's Scottrade Experience December 2013 - May 2014
Job AP U.S. History Teacher
Industry Primary/Secondary Education
Experience
KIPP Gaston College Preparatory July 2014 - Present
Teach For America June 2014 - Present
Scottrade December 2013 - May 2014
Wyrick Robbins Yates & Ponton LLP January 2013 - January 2014
Pier 1 Imports November 2012 - March 2013
Landmark Properties October 2011 - August 2012
North Carolina State University August 2009 - August 2012
Allen & O'Hara January 2011 - January 2012
Skills
Computer Proficiency, Proficient Communicator, Social Media, Social Skills, Business, Business Strategy, Political Science, Political Philosophy, Sales, Sales Management, Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Advertising, Finance, Teamwork, Event Planning, Social Networking, Public Relations, Research, Fundraising, Microsoft Word, PowerPoint, Communication
Education
The Johns Hopkins University 2014 — 2016
Master's Degree, Education
North Carolina State University 2009 — 2014
Bachelor's Degree, Political Science
North Carolina State University 2009 — 2014
Bachelor's Degree, Business Administration - Finance
KIPP Gaston College Preparatory July 2014 - Present
Teach For America June 2014 - Present
Scottrade December 2013 - May 2014
Wyrick Robbins Yates & Ponton LLP January 2013 - January 2014
Pier 1 Imports November 2012 - March 2013
Landmark Properties October 2011 - August 2012
North Carolina State University August 2009 - August 2012
Allen & O'Hara January 2011 - January 2012
Skills
Computer Proficiency, Proficient Communicator, Social Media, Social Skills, Business, Business Strategy, Political Science, Political Philosophy, Sales, Sales Management, Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Advertising, Finance, Teamwork, Event Planning, Social Networking, Public Relations, Research, Fundraising, Microsoft Word, PowerPoint, Communication
Education
The Johns Hopkins University 2014 — 2016
Master's Degree, Education
North Carolina State University 2009 — 2014
Bachelor's Degree, Political Science
North Carolina State University 2009 — 2014
Bachelor's Degree, Business Administration - Finance
Diana Sheldon Diana Sheldon's Scottrade Experience 2000 - 2001
Job Sr. Recruiter Talent Acquisition at Samsung Electronics America
Industry Staffing and Recruiting
Experience
Samsung Electronics October 2014 - Present
Williams Lea (a Deutsche Post DHL Company) December 2011 - October 2014
TD Ameritrade September 2011 - November 2011
Hertz April 2009 - September 2011
Citigroup 2007 - 2009
Washington Mutual 2005 - 2007
Stanley Capital 2003 - 2005
Scottrade 2000 - 2001
Skills
Onboarding, Talent Acquisition, Interviewing, College Recruiting, Applicant Tracking..., Sourcing, Full-cycle Recruiting, Hiring, HR Strategy, Job Descriptions, Personnel Management, SDLC, Recruiting, Interviews, Behavioral Interviewing, Extending Offers, Human Resources, Resume Writing, Temporary Placement, Management, Deferred Compensation, Employee Benefits, Leadership, Strategy, Job Fairs, New Hire Orientations, Talent Management, Internet Recruiting
Education
Montclair State University 1999 — 2003
B.S., Business Administration (Management & Marketing)
Fairleigh Dickinson University-Metropolitan Campus
Certificate, Human Resources
Samsung Electronics October 2014 - Present
Williams Lea (a Deutsche Post DHL Company) December 2011 - October 2014
TD Ameritrade September 2011 - November 2011
Hertz April 2009 - September 2011
Citigroup 2007 - 2009
Washington Mutual 2005 - 2007
Stanley Capital 2003 - 2005
Scottrade 2000 - 2001
Skills
Onboarding, Talent Acquisition, Interviewing, College Recruiting, Applicant Tracking..., Sourcing, Full-cycle Recruiting, Hiring, HR Strategy, Job Descriptions, Personnel Management, SDLC, Recruiting, Interviews, Behavioral Interviewing, Extending Offers, Human Resources, Resume Writing, Temporary Placement, Management, Deferred Compensation, Employee Benefits, Leadership, Strategy, Job Fairs, New Hire Orientations, Talent Management, Internet Recruiting
Education
Montclair State University 1999 — 2003
B.S., Business Administration (Management & Marketing)
Fairleigh Dickinson University-Metropolitan Campus
Certificate, Human Resources
Delila Osmankovic's Scottrade Experience October 2011 - July 2013
Job Analyst at Point72 Asset Mgmt
Industry Investment Management
Experience
Point72 Asset Management October 2013 - Present
Bookcrate June 2013 - Present
Scottrade October 2011 - July 2013
AMC Theatres May 2007 - July 2012
Skills
Self Motivated, Hard Worker, Goal-Oriented, Goal Oriented, Leadership, Blogging, Public Speaking, Teamwork, Time Management, Financial Analysis, Analysis, Event Planning, Research
Education
Monmouth University 2009 — 2013
B.S., Double Major in Economics and Finance, Magna Cum Laude Graduate, 3.75 GPA
Xi'an University of Posts and Telecommunications 2010 — 2010
Computer Science
Point72 Asset Management October 2013 - Present
Bookcrate June 2013 - Present
Scottrade October 2011 - July 2013
AMC Theatres May 2007 - July 2012
Skills
Self Motivated, Hard Worker, Goal-Oriented, Goal Oriented, Leadership, Blogging, Public Speaking, Teamwork, Time Management, Financial Analysis, Analysis, Event Planning, Research
Education
Monmouth University 2009 — 2013
B.S., Double Major in Economics and Finance, Magna Cum Laude Graduate, 3.75 GPA
Xi'an University of Posts and Telecommunications 2010 — 2010
Computer Science
Alex Cleveland Alex Cleveland's Scottrade Experience September 2013 - December 2013
Job Team Lead Carrier Sales at A&R Global Logistics
Industry Logistics and Supply Chain
Experience
A&R Global Logistics January 2015 - Present
A&R Global Logistics May 2014 - December 2014
Scottrade September 2013 - December 2013
Tau Kappa Epsilon Fraternity December 2012 - December 2013
ROAR Logistics May 2013 - September 2013
Scrufari Construction September 2012 - May 2013
Darien Lake Resort May 2012 - September 2012
Skills
Lead Generation, Data Analysis, Spreadsheets, Customer Service, Event Planning, Event Management, Sales, Budgets, Management, Negotiation, Accounting, Finance, CRM, Microsoft Excel, Teamwork
Education
Niagara University 2011 — 2014
Bachelor of Science (BS), Finance, General
Iroquois High School 2008 — 2011
A&R Global Logistics January 2015 - Present
A&R Global Logistics May 2014 - December 2014
Scottrade September 2013 - December 2013
Tau Kappa Epsilon Fraternity December 2012 - December 2013
ROAR Logistics May 2013 - September 2013
Scrufari Construction September 2012 - May 2013
Darien Lake Resort May 2012 - September 2012
Skills
Lead Generation, Data Analysis, Spreadsheets, Customer Service, Event Planning, Event Management, Sales, Budgets, Management, Negotiation, Accounting, Finance, CRM, Microsoft Excel, Teamwork
Education
Niagara University 2011 — 2014
Bachelor of Science (BS), Finance, General
Iroquois High School 2008 — 2011
Eddie Salinas Eddie Salinas's Scottrade Experience January 2014 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Edward Jones August 2013 - December 2013
Northern Illinois University June 2012 - January 2013
Experimental Learning Center June 2012 - January 2013
Joliet Slammers Professional Baseball Organization March 2012 - August 2012
Skills
Leadership, Finance, Financial Markets, Marketing, Time Management, Investments, Portfolio Analysis, Modern Portfolio Theory, Sales, Entrepreneurship, Equity Trading, Financial Risk..., Asset Management, Asset Allocation, Margin, Investment Strategies, Financial Problem..., Social Media, Consulting, Microsoft Excel, Team Building, Lead Generation, Networking, Public Speaking, Training, Building Relationships, Negotiation, Recruiting, CRM, Customer Satisfaction, Team Leadership, Data Analysis, Event Planning, Customer Service, Social Networking, PowerPoint, Event Management, Sales Process, Social Media Marketing, Salesforce.com, Market Analysis, Client Prospecting, Financial Analysis, Cross-functional Team..., SPIN Selling, Value Selling, Business Strategy, Marketing Strategy, Leadership Development, Sales Finance
Education
Northern Illinois University 2008 — 2012
Bachelor of Science, Marketing with an emphasis in Professional Sales
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), College of Business
Scottrade January 2014 - Present
Edward Jones August 2013 - December 2013
Northern Illinois University June 2012 - January 2013
Experimental Learning Center June 2012 - January 2013
Joliet Slammers Professional Baseball Organization March 2012 - August 2012
Skills
Leadership, Finance, Financial Markets, Marketing, Time Management, Investments, Portfolio Analysis, Modern Portfolio Theory, Sales, Entrepreneurship, Equity Trading, Financial Risk..., Asset Management, Asset Allocation, Margin, Investment Strategies, Financial Problem..., Social Media, Consulting, Microsoft Excel, Team Building, Lead Generation, Networking, Public Speaking, Training, Building Relationships, Negotiation, Recruiting, CRM, Customer Satisfaction, Team Leadership, Data Analysis, Event Planning, Customer Service, Social Networking, PowerPoint, Event Management, Sales Process, Social Media Marketing, Salesforce.com, Market Analysis, Client Prospecting, Financial Analysis, Cross-functional Team..., SPIN Selling, Value Selling, Business Strategy, Marketing Strategy, Leadership Development, Sales Finance
Education
Northern Illinois University 2008 — 2012
Bachelor of Science, Marketing with an emphasis in Professional Sales
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), College of Business
Matt Burkemper Matt Burkemper's Scottrade Experience December 2013 - Present
Job Senior Vice President Finance at Scottrade
Industry Banking
Experience
Scottrade December 2013 - Present
Citi February 2012 - Present
Citi July 2010 - February 2012
Citi March 2008 - July 2010
Citi January 2007 - March 2008
Citi 2006 - 2007
Boeing 2005 - 2006
Boeing 2003 - 2005
Qwest Communications 2002 - 2003
KCI Publishing 2000 - 2001
Skills
Mortgage Banking, Increase Productivity, Process Improvement, Financial Reporting, Financial Modeling, Finance, Strategic Financial..., Strategic Planning, Start-ups, Divestitures, Sales Growth, Growth Strategies, Business Process..., Performance Improvement, Business Analytics, Trend Forecasting, Strategy, Business Development, Forecasting, Analysis, Banking, Portfolio Management, Vendor Management
Education
Washington University in St. Louis - Olin Business School 2004 — 2006
Master of Business Administration (MBA), Concentration in Investment Banking and Corporate Finance
University of Missouri-Columbia 1996 — 2000
B.S.B.A, Business
Monash University 1999 — 1999
Finance and Economics
Scottrade December 2013 - Present
Citi February 2012 - Present
Citi July 2010 - February 2012
Citi March 2008 - July 2010
Citi January 2007 - March 2008
Citi 2006 - 2007
Boeing 2005 - 2006
Boeing 2003 - 2005
Qwest Communications 2002 - 2003
KCI Publishing 2000 - 2001
Skills
Mortgage Banking, Increase Productivity, Process Improvement, Financial Reporting, Financial Modeling, Finance, Strategic Financial..., Strategic Planning, Start-ups, Divestitures, Sales Growth, Growth Strategies, Business Process..., Performance Improvement, Business Analytics, Trend Forecasting, Strategy, Business Development, Forecasting, Analysis, Banking, Portfolio Management, Vendor Management
Education
Washington University in St. Louis - Olin Business School 2004 — 2006
Master of Business Administration (MBA), Concentration in Investment Banking and Corporate Finance
University of Missouri-Columbia 1996 — 2000
B.S.B.A, Business
Monash University 1999 — 1999
Finance and Economics
Jack Naudi Jack Naudi's Scottrade Experience February 2013 - Present
Job Communications Analyst at Scottrade
Industry Financial Services
Experience
Scottrade February 2013 - Present
Scottrade June 2011 - February 2013
Slay and Associates August 2008 - June 2011
St. Louis Post-Dispatch March 2003 - August 2008
Skills
Media Relations, Public Relations, Blogging, Social Media, New Media, Journalism, Press Releases, Ap Style, Strategic Communications, News Writing, Copy Editing, Editing, Copywriting, Newspaper, Marketing Communications, Newsletters
Education
Western Michigan University - Haworth College of Business 1997 — 2000
Masters, Business Administration
Northern Illinois University 1978 — 1980
B.S., Journalism
Scottrade February 2013 - Present
Scottrade June 2011 - February 2013
Slay and Associates August 2008 - June 2011
St. Louis Post-Dispatch March 2003 - August 2008
Skills
Media Relations, Public Relations, Blogging, Social Media, New Media, Journalism, Press Releases, Ap Style, Strategic Communications, News Writing, Copy Editing, Editing, Copywriting, Newspaper, Marketing Communications, Newsletters
Education
Western Michigan University - Haworth College of Business 1997 — 2000
Masters, Business Administration
Northern Illinois University 1978 — 1980
B.S., Journalism
Adam Pflum Adam Pflum's Scottrade Experience September 2006 - July 2011
Job Hedge Fund Manager
Industry Financial Services
Experience
AP Capital Management January 2011 - Present
Scottrade September 2006 - July 2011
Sen. Bob Smith October 1999 - March 2002
Skills
ETFs, Equities, Options, Equity Trading, Investments, Trading, Asset Allocation, Alternative Investments, Hedge Funds, Equity Derivatives, Technical Analysis, Portfolio Management, Series 63, Series 7, Securities
Education
North Carolina State University 1994 — 1998
BS, Horticulture
AP Capital Management January 2011 - Present
Scottrade September 2006 - July 2011
Sen. Bob Smith October 1999 - March 2002
Skills
ETFs, Equities, Options, Equity Trading, Investments, Trading, Asset Allocation, Alternative Investments, Hedge Funds, Equity Derivatives, Technical Analysis, Portfolio Management, Series 63, Series 7, Securities
Education
North Carolina State University 1994 — 1998
BS, Horticulture
Dave Dietz Dave Dietz's Scottrade Experience July 2013 - September 2014
Job Business Systems Consultant at Wells Fargo Advisors
Industry Import and Export
Experience
Nestlé Purina North America February 2015 - April 2015
Scottrade July 2013 - September 2014
AT&T November 2003 - June 2013
Skills
Project Management, Customer Service, Analysis, Program Management, Networking, Management, Telecommunications, Microsoft Excel, Microsoft Office, Critical Thinking, Access, Creative Writing, Technical Writing, Social Listening, Fitness, Internal Audit, Knowledge Management, Network Administration, Office Administration, PowerPoint, R&D, Sports, YouTube, Leadership, Business Analysis, Process Improvement, Strategic Planning, SDLC, Health, Internet, Typing
Education
Missouri State University 2000 — 2004
Bachelor of Science, Computer Information System
Nestlé Purina North America February 2015 - April 2015
Scottrade July 2013 - September 2014
AT&T November 2003 - June 2013
Skills
Project Management, Customer Service, Analysis, Program Management, Networking, Management, Telecommunications, Microsoft Excel, Microsoft Office, Critical Thinking, Access, Creative Writing, Technical Writing, Social Listening, Fitness, Internal Audit, Knowledge Management, Network Administration, Office Administration, PowerPoint, R&D, Sports, YouTube, Leadership, Business Analysis, Process Improvement, Strategic Planning, SDLC, Health, Internet, Typing
Education
Missouri State University 2000 — 2004
Bachelor of Science, Computer Information System
Thomas Van Ufflen Thomas Van Ufflen's Scottrade Experience December 2011 - Present
Job Senior Trading Specialist at Scottrade
Industry Financial Services
Experience
Scottrade December 2011 - Present
Scottrade April 2007 - Present
Scottrade August 2006 - April 2007
Scottrade February 2003 - August 2006
John Hancock Life Insurance Company (U.S.A.) May 2001 - December 2002
Skills
Series 7, Securities, Options, Equities
Education
Monmouth College 1997 — 2001
Bachelors, Business Administration
Sherrard High School
Scottrade December 2011 - Present
Scottrade April 2007 - Present
Scottrade August 2006 - April 2007
Scottrade February 2003 - August 2006
John Hancock Life Insurance Company (U.S.A.) May 2001 - December 2002
Skills
Series 7, Securities, Options, Equities
Education
Monmouth College 1997 — 2001
Bachelors, Business Administration
Sherrard High School
Keith Pickens Keith Pickens's Scottrade Experience May 2013 - August 2013
Job Missouri State Men's Basketball
Industry Higher Education
Experience
Missouri State University April 2014 - Present
Missouri State Basketball June 2010 - July 2014
Friendly Ford August 2013 - June 2014
Scottrade® May 2013 - August 2013
Missouri State University June 2009 - August 2013
Missouri State University June 2012 - July 2012
Skills
Social Networking, Communication, Sports, Sports Communication, Sports History, Positivity, Strategic Sourcing, Adaptability, Significance, Sports Management, Intercollegiate..., Sports Marketing, Basketball, Athletics, Teamwork, Social Skills, Higher Education, Event Planning, Public Speaking, Student Development, Event Management, People Skills, Interviews, Teaching, Social Media, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Facebook, Microsoft Word, Leadership
Education
Missouri State University 2014 — 2016
Master of Science (MS), Sport Management
Missouri State University 2009 — 2013
Bachelor of Arts (B.A.), Parks, Recreation and Leisure Studies
Missouri State University April 2014 - Present
Missouri State Basketball June 2010 - July 2014
Friendly Ford August 2013 - June 2014
Scottrade® May 2013 - August 2013
Missouri State University June 2009 - August 2013
Missouri State University June 2012 - July 2012
Skills
Social Networking, Communication, Sports, Sports Communication, Sports History, Positivity, Strategic Sourcing, Adaptability, Significance, Sports Management, Intercollegiate..., Sports Marketing, Basketball, Athletics, Teamwork, Social Skills, Higher Education, Event Planning, Public Speaking, Student Development, Event Management, People Skills, Interviews, Teaching, Social Media, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Facebook, Microsoft Word, Leadership
Education
Missouri State University 2014 — 2016
Master of Science (MS), Sport Management
Missouri State University 2009 — 2013
Bachelor of Arts (B.A.), Parks, Recreation and Leisure Studies
Daniel Kellow Daniel Kellow's Scottrade Experience June 2015 - Present
Job Financial Economics Major at Moravian College
Industry
Experience
Scottrade June 2015 - Present
Target May 2013 - Present
Moravian College September 2013 - December 2014
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word
Education
Moravian College 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics
Scottrade June 2015 - Present
Target May 2013 - Present
Moravian College September 2013 - December 2014
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word
Education
Moravian College 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics
Keesha Mackey's Scottrade Experience August 2005 - September 2009
Job CEO at Clerical 1
Industry Professional Training & Coaching
Experience
Clerical 1 January 1996 - Present
Yonkers Christian Academy September 2009 - June 2014
Scottrade August 2005 - September 2009
Sleep Services of America May 2001 - October 2003
Skills
Event Planning, Event Management, Public Relations, Social Networking, Wedding Planning, Social Media Marketing, Social Media, Customer Service, Trade Shows, Online Marketing, Budgets, Marketing, Weddings, Microsoft Office, Start-ups, Merchandising, Public Speaking, Strategic Planning, Corporate Events, Customer Relations, Writing, Web Design, Facebook, Graphic Design, Logo Design, Hospitality, Entrepreneurship, Sales, Music, Retail, Fashion, Training, Volunteer Management, Creative Writing, Customer Satisfaction, Time Management, Office Management
Education
Nyack College 1998 — 2000
BA, Communications
The College of Westchester 1996 — 1998
Associate of Science (A.S.), Accounting, 3.9
Clerical 1 January 1996 - Present
Yonkers Christian Academy September 2009 - June 2014
Scottrade August 2005 - September 2009
Sleep Services of America May 2001 - October 2003
Skills
Event Planning, Event Management, Public Relations, Social Networking, Wedding Planning, Social Media Marketing, Social Media, Customer Service, Trade Shows, Online Marketing, Budgets, Marketing, Weddings, Microsoft Office, Start-ups, Merchandising, Public Speaking, Strategic Planning, Corporate Events, Customer Relations, Writing, Web Design, Facebook, Graphic Design, Logo Design, Hospitality, Entrepreneurship, Sales, Music, Retail, Fashion, Training, Volunteer Management, Creative Writing, Customer Satisfaction, Time Management, Office Management
Education
Nyack College 1998 — 2000
BA, Communications
The College of Westchester 1996 — 1998
Associate of Science (A.S.), Accounting, 3.9
Jamye Murphy's Scottrade Experience June 2009 - May 2010
Job Strategic Sourcing Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Bank of America June 2012 - September 2013
Bank of America June 2010 - June 2012
Scottrade June 2009 - May 2010
Skills
Supply Chain Management, Six Sigma, Process Improvement, Supply Chain, Strategic Sourcing, Vendor Management, Supply Management, Business Process..., Microsoft Excel, Sourcing, Analysis, Access, Customer Service, PowerPoint, Contract Negotiation, Procurement, Microsoft Office, Financial Analysis, Negotiation
Education
North Carolina State University - College of Management 2006 — 2010
BS, Suppy Chain and Operations; Finance
Universite Catholique de Lille 2009 — 2009
Study Abroad, Business/Economics
Wells Fargo September 2013 - Present
Bank of America June 2012 - September 2013
Bank of America June 2010 - June 2012
Scottrade June 2009 - May 2010
Skills
Supply Chain Management, Six Sigma, Process Improvement, Supply Chain, Strategic Sourcing, Vendor Management, Supply Management, Business Process..., Microsoft Excel, Sourcing, Analysis, Access, Customer Service, PowerPoint, Contract Negotiation, Procurement, Microsoft Office, Financial Analysis, Negotiation
Education
North Carolina State University - College of Management 2006 — 2010
BS, Suppy Chain and Operations; Finance
Universite Catholique de Lille 2009 — 2009
Study Abroad, Business/Economics
Rachel Mimms Rachel Mimms's Scottrade Experience August 2009 - December 2009
Job Senior Associate at Alvarez & Marsal
Industry Accounting
Experience
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal May 2012 - November 2014
Alvarez & Marsal May 2010 - August 2011
RadioShack October 2008 - May 2010
Scottrade August 2009 - December 2009
Skills
Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Reporting, Outlook, Access, Data Analysis, Forecasting, Litigation Support, Fraud, Finance
Education
Oklahoma State University 2010 — 2012
Bachelors, Finance and Accounting
Oklahoma Christian University 2007 — 2010
Finance
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal May 2012 - November 2014
Alvarez & Marsal May 2010 - August 2011
RadioShack October 2008 - May 2010
Scottrade August 2009 - December 2009
Skills
Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Reporting, Outlook, Access, Data Analysis, Forecasting, Litigation Support, Fraud, Finance
Education
Oklahoma State University 2010 — 2012
Bachelors, Finance and Accounting
Oklahoma Christian University 2007 — 2010
Finance
John Yeh John Yeh's Scottrade Experience January 2011 - Present
Job Bilingual Quality Assurance Engineer at Scottrade
Industry Financial Services
Experience
Scottrade January 2011 - Present
Quanta Computer Inc. September 2009 - January 2011
IBM August 2001 - May 2009
AT&T / IBM (Since 2000) July 1995 - July 2001
Skills
Bilingual - English /..., Translation &..., Teaching Chinese, Agile & Waterfall..., Microsoft Excel, PowerPoint, Microsoft Word, Unix, Outlook, Windows XP Pro, Windows Vista, HP Quality Center, SDLC, MS Project, Test Planning, Leadership, Web Applications, Software Documentation, Databases, Windows, Quality Assurance, System Testing, Test Cases, Software Quality..., Regression Testing, Agile Methodologies, SQL, Management, Java, SharePoint, Linux, Oracle, Requirements Analysis, Software Development, XML
Education
Monmouth University
Master of Science (MS), Computer Science
University of Kansas
BGS, Chinese Studies
Scottrade January 2011 - Present
Quanta Computer Inc. September 2009 - January 2011
IBM August 2001 - May 2009
AT&T / IBM (Since 2000) July 1995 - July 2001
Skills
Bilingual - English /..., Translation &..., Teaching Chinese, Agile & Waterfall..., Microsoft Excel, PowerPoint, Microsoft Word, Unix, Outlook, Windows XP Pro, Windows Vista, HP Quality Center, SDLC, MS Project, Test Planning, Leadership, Web Applications, Software Documentation, Databases, Windows, Quality Assurance, System Testing, Test Cases, Software Quality..., Regression Testing, Agile Methodologies, SQL, Management, Java, SharePoint, Linux, Oracle, Requirements Analysis, Software Development, XML
Education
Monmouth University
Master of Science (MS), Computer Science
University of Kansas
BGS, Chinese Studies
Don Ruzicka Don Ruzicka's Scottrade Experience November 2014 - Present
Job Guidance Consultant Guidance Solutions Group at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade December 2011 - November 2014
Metropolitan Life Insurance Company October 2010 - December 2011
Edward Jones December 2003 - October 2010
Edward Jones January 2000 - December 2003
Sinclair & Rush 1998 - 1999
Anheuser-Busch 1995 - 1998
Automatic Data Processing January 1994 - August 1994
Education
Missouri State University 1990 — 1994
Bachelor of Science (BS), Business Management, Human Resources
Chaminade College Prep High School 1987 — 1990
Scottrade November 2014 - Present
Scottrade December 2011 - November 2014
Metropolitan Life Insurance Company October 2010 - December 2011
Edward Jones December 2003 - October 2010
Edward Jones January 2000 - December 2003
Sinclair & Rush 1998 - 1999
Anheuser-Busch 1995 - 1998
Automatic Data Processing January 1994 - August 1994
Education
Missouri State University 1990 — 1994
Bachelor of Science (BS), Business Management, Human Resources
Chaminade College Prep High School 1987 — 1990
Angelina Barkho Angelina Barkho's Scottrade Experience April 2014 - Present
Job Finance
Industry Financial Services
Experience
Deutsche Bank August 2015 - Present
Scottrade April 2014 - Present
TD Bank November 2011 - April 2014
Skills
Cash Management, Customer Service, Banking, Credit, Retail Banking
Education
Montclair State University 2011 — 2015
Elmwood Park Memorial High School 2007 — 2011
High School Diploma
Deutsche Bank August 2015 - Present
Scottrade April 2014 - Present
TD Bank November 2011 - April 2014
Skills
Cash Management, Customer Service, Banking, Credit, Retail Banking
Education
Montclair State University 2011 — 2015
Elmwood Park Memorial High School 2007 — 2011
High School Diploma
Ankit Kundaria's Scottrade Experience January 2010 - December 2010
Job Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2014 - Present
Cambridge Associates June 2013 - June 2014
Cambridge Associates June 2011 - June 2013
Scottrade January 2010 - December 2010
Skills
Investor Relations, Account Management, Project Management, Investments, Consulting, Institutional Relations, Institutional..., Hedge Funds, Alternative Investments, Private Investment, Mutual Funds, Stocks, Options, Securities, Financial Analysis, Data Analysis, Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word
Education
University of California, San Diego 2008 — 2011
Bachelor of Arts (B.A.)
Ohlone College 2006 — 2008
Associate of Arts (A.A.)
Cambridge Associates June 2014 - Present
Cambridge Associates June 2013 - June 2014
Cambridge Associates June 2011 - June 2013
Scottrade January 2010 - December 2010
Skills
Investor Relations, Account Management, Project Management, Investments, Consulting, Institutional Relations, Institutional..., Hedge Funds, Alternative Investments, Private Investment, Mutual Funds, Stocks, Options, Securities, Financial Analysis, Data Analysis, Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word
Education
University of California, San Diego 2008 — 2011
Bachelor of Arts (B.A.)
Ohlone College 2006 — 2008
Associate of Arts (A.A.)
Jennifer Woodcock Jennifer Woodcock's Scottrade Experience November 2013 - Present
Job Securities Processing Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade® November 2013 - Present
Scottrade June 2006 - Present
Skills
Securities, Investments, Equities, Financial Analysis, Microsoft Excel, Customer Service
Education
Missouri State University
Bachelor's of Science, Mass Communication/Media Studies
Northwest High School
Scottrade® November 2013 - Present
Scottrade June 2006 - Present
Skills
Securities, Investments, Equities, Financial Analysis, Microsoft Excel, Customer Service
Education
Missouri State University
Bachelor's of Science, Mass Communication/Media Studies
Northwest High School
Justin Ieraci's Scottrade Experience 2011 - 2012
Job Analyst with Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Advanced Design Group December 2012 - Present
Tedesco Construction February 2012 - December 2012
Scottrade 2011 - 2012
Skills
Financial Modeling, Investments, Finance, Valuation, Microsoft Excel, Market Research, Microsoft Word, Accounting, Project Coordination, Risk Management, Project Finance, Fixed Income, Derivatives, Financial Markets, Corporate Finance, Bloomberg, Financial Services, Investment Banking, Capital Markets, Securities, Financial Analysis, Banking, Options, Funding
Education
Niagara University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Management, 3.8
State University of New York at Buffalo 2008 — 2010
Engineering
Citi August 2013 - Present
Advanced Design Group December 2012 - Present
Tedesco Construction February 2012 - December 2012
Scottrade 2011 - 2012
Skills
Financial Modeling, Investments, Finance, Valuation, Microsoft Excel, Market Research, Microsoft Word, Accounting, Project Coordination, Risk Management, Project Finance, Fixed Income, Derivatives, Financial Markets, Corporate Finance, Bloomberg, Financial Services, Investment Banking, Capital Markets, Securities, Financial Analysis, Banking, Options, Funding
Education
Niagara University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Management, 3.8
State University of New York at Buffalo 2008 — 2010
Engineering
Cody Leach Cody Leach's Scottrade Experience February 2011 - February 2012
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US October 2014 - Present
CL Tutoring April 2013 - September 2014
KPMG January 2013 - March 2013
Eaton Corporation August 2012 - December 2012
Eaton Corporation May 2012 - August 2012
Maddison & Caison LLP February 2012 - April 2012
Scottrade February 2011 - February 2012
Bennett Pointe Grill February 2007 - September 2011
Skills
Excel, Word, PowerPoint, Access, Customer Service, Quickbooks, Prosystems FX, Microsoft Excel, Microsoft Word, Accounting, Finance
Education
North Carolina State University 2013 — 2014
Masters of Accounting, Accounting and Finance
North Carolina State University 2009 — 2013
B.S., Accounting, Graduated
KPMG US October 2014 - Present
CL Tutoring April 2013 - September 2014
KPMG January 2013 - March 2013
Eaton Corporation August 2012 - December 2012
Eaton Corporation May 2012 - August 2012
Maddison & Caison LLP February 2012 - April 2012
Scottrade February 2011 - February 2012
Bennett Pointe Grill February 2007 - September 2011
Skills
Excel, Word, PowerPoint, Access, Customer Service, Quickbooks, Prosystems FX, Microsoft Excel, Microsoft Word, Accounting, Finance
Education
North Carolina State University 2013 — 2014
Masters of Accounting, Accounting and Finance
North Carolina State University 2009 — 2013
B.S., Accounting, Graduated
Eugene Byun Eugene Byun's Scottrade Experience February 2006 - Present
Job Food & Beverages Professional
Industry Food & Beverages
Experience
Kawaii Kigurumi Shop February 2009 - Present
Scottrade February 2006 - Present
Bloo Moo Yogurt 2011 - 2013
7-Eleven April 2010 - October 2010
Skills
Digital Photography, Automotive, Windows 7, Windows XP Pro, Microsoft Office, Microsoft Excel, Investments, Market Research, Marketing Research, Research, Mathematics, Financial Risk, Strategic Financial..., Plan Review, Hiring Employees, Employee Training, Sales Management, Change Management, Operations Management, Event Management, Security Operations, Security Event..., Store Management, Equipment Maintenance, Equipment Installation, Equipment Repair, Office Equipment, Customer Service, Customer Support, Customer Experience, Retail, Retail Sales, Online Advertising, Online Marketing, Online Research, Online Communications, New Restaurant Openings, Restaurant Management, Restaurants, Restaurant Reviews
Education
Northern Virginia Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Chantilly High School 2004 — 2008
Kawaii Kigurumi Shop February 2009 - Present
Scottrade February 2006 - Present
Bloo Moo Yogurt 2011 - 2013
7-Eleven April 2010 - October 2010
Skills
Digital Photography, Automotive, Windows 7, Windows XP Pro, Microsoft Office, Microsoft Excel, Investments, Market Research, Marketing Research, Research, Mathematics, Financial Risk, Strategic Financial..., Plan Review, Hiring Employees, Employee Training, Sales Management, Change Management, Operations Management, Event Management, Security Operations, Security Event..., Store Management, Equipment Maintenance, Equipment Installation, Equipment Repair, Office Equipment, Customer Service, Customer Support, Customer Experience, Retail, Retail Sales, Online Advertising, Online Marketing, Online Research, Online Communications, New Restaurant Openings, Restaurant Management, Restaurants, Restaurant Reviews
Education
Northern Virginia Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Chantilly High School 2004 — 2008
Jesse Hall Jesse Hall's Scottrade Experience August 2013 - Present
Job Investment Consultant at Scottrade Inc.
Industry Financial Services
Experience
Scottrade August 2013 - Present
Jackson National Life October 2012 - October 2013
Curian Capital October 2012 - October 2013
Jeollanamdo Office of Education August 2011 - August 2012
ING Investment Management May 2010 - July 2011
Mass Mutual May 2008 - April 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Series 7, Series 63, Series 6, Asset Allocation, Retirement, Investments, Equities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, 401k, Financial Advisory, Uniform Combined State...
Education
Montana State University-Bozeman 2008 — 2011
M.S., Financial Planning
Montana State University-Bozeman 2002 — 2007
B.A., History with a concentration in economics
Scottrade August 2013 - Present
Jackson National Life October 2012 - October 2013
Curian Capital October 2012 - October 2013
Jeollanamdo Office of Education August 2011 - August 2012
ING Investment Management May 2010 - July 2011
Mass Mutual May 2008 - April 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Series 7, Series 63, Series 6, Asset Allocation, Retirement, Investments, Equities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, 401k, Financial Advisory, Uniform Combined State...
Education
Montana State University-Bozeman 2008 — 2011
M.S., Financial Planning
Montana State University-Bozeman 2002 — 2007
B.A., History with a concentration in economics
WeiJen Lu WeiJen Lu's Scottrade Experience September 2013 - Present
Job Mobile Platform Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade September 2013 - Present
University of Minnesota September 2012 - May 2013
Carlson Growth Fund March 2012 - May 2013
Medtronic June 2012 - August 2012
National chengchi university August 2009 - August 2010
FU IT Consulting Co August 2008 - August 2010
The capital group, LTD November 2006 - August 2008
Army, Yilan July 2004 - December 2005
Skills
Equity Research, Financial Modeling, Data Analysis, Project Management, SQL, Web Analytics, .NET, Java, SPSS, Data Modeling, Business Process, Operations Management, Web Applications, SDLC, Supply Chain, OOP, MVC, Business Intelligence, Strategy, Management, Competitive Analysis, Enterprise Software, Analysis, Consulting
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Master, Business Administration, 3.5
National Chengchi University 2000 — 2004
Bachelor, Management Information System
Scottrade September 2013 - Present
University of Minnesota September 2012 - May 2013
Carlson Growth Fund March 2012 - May 2013
Medtronic June 2012 - August 2012
National chengchi university August 2009 - August 2010
FU IT Consulting Co August 2008 - August 2010
The capital group, LTD November 2006 - August 2008
Army, Yilan July 2004 - December 2005
Skills
Equity Research, Financial Modeling, Data Analysis, Project Management, SQL, Web Analytics, .NET, Java, SPSS, Data Modeling, Business Process, Operations Management, Web Applications, SDLC, Supply Chain, OOP, MVC, Business Intelligence, Strategy, Management, Competitive Analysis, Enterprise Software, Analysis, Consulting
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Master, Business Administration, 3.5
National Chengchi University 2000 — 2004
Bachelor, Management Information System
Niki Kennedy's Scottrade Experience June 2012 - December 2012
Job Economics student at Missouri State University
Industry Civic & Social Organization
Experience
Missouri State University August 2015 - Present
Abacus CPAs, LLC June 2015 - Present
Fulbright Commission September 2014 - May 2015
A Valeria Boss Salon June 2013 - August 2014
JFK Friendship Center January 2012 - May 2013
Scottrade June 2012 - December 2012
Division of Youth Services August 2011 - August 2012
Ozark Mountain Gymnastics December 2010 - May 2011
Skills
Teamwork, Data Entry, First Aid, Event Planning, Converstaional German..., Leadership, Microsoft Excel, Social Networking, Social Media Marketing, Social Media
Education
Missouri State University 2015 — 2016
Bachelor's degree, Economics, Senior
Missouri State University 2010 — 2014
Bachelor's degree, English Literature and German
Marionville High School 2006 — 2010
Missouri State University August 2015 - Present
Abacus CPAs, LLC June 2015 - Present
Fulbright Commission September 2014 - May 2015
A Valeria Boss Salon June 2013 - August 2014
JFK Friendship Center January 2012 - May 2013
Scottrade June 2012 - December 2012
Division of Youth Services August 2011 - August 2012
Ozark Mountain Gymnastics December 2010 - May 2011
Skills
Teamwork, Data Entry, First Aid, Event Planning, Converstaional German..., Leadership, Microsoft Excel, Social Networking, Social Media Marketing, Social Media
Education
Missouri State University 2015 — 2016
Bachelor's degree, Economics, Senior
Missouri State University 2010 — 2014
Bachelor's degree, English Literature and German
Marionville High School 2006 — 2010
Barrett Knowles Barrett Knowles's Scottrade Experience September 2011 - April 2012
Job US Equity Derivatives Trade Management Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2014 - Present
Credit Suisse July 2012 - March 2014
Scottrade September 2011 - April 2012
Western & Southern Financial Group June 2011 - August 2011
Skills
Economics, Financial Services, Microsoft Office, Investments, Marketing, Equities, Valuation, SAS, Stock Market, Modern Portfolio Theory, Fixed Income, Asset Management, Investment Banking, Analysis, Leadership, Customer Service, Microsoft Word, Finance, Time Management, Teamwork, Convertible Bonds, Structured Notes
Education
North Carolina State University - College of Management 2008 — 2012
B.S., Economics
Credit Suisse March 2014 - Present
Credit Suisse July 2012 - March 2014
Scottrade September 2011 - April 2012
Western & Southern Financial Group June 2011 - August 2011
Skills
Economics, Financial Services, Microsoft Office, Investments, Marketing, Equities, Valuation, SAS, Stock Market, Modern Portfolio Theory, Fixed Income, Asset Management, Investment Banking, Analysis, Leadership, Customer Service, Microsoft Word, Finance, Time Management, Teamwork, Convertible Bonds, Structured Notes
Education
North Carolina State University - College of Management 2008 — 2012
B.S., Economics
Christina Oxendine's Scottrade Experience January 2010 - May 2011
Job Statistician/Analyst
Industry Education Management
Experience
NC Community College System December 2014 - Present
Durham Public Schools April 2014 - November 2014
University of North Carolina at Chapel Hill February 2013 - March 2013
Biogen Idec May 2011 - October 2011
Scottrade January 2010 - May 2011
Skills
SAS, Statistical Modeling, SAS programming, Microsoft Excel, Finance, Research, Microsoft Office, R, SAS Macros, Data Analysis, Econometrics, Statistics, Data Mining, Economics, Linear Regression, Analytics, Quantitative Finance, Matlab, PowerPoint, Stata, Logistic Regression, Regression Analysis, Bayesian statistics, Statistical Computing, Business Analytics, Multivariate Statistics, Econometric Modeling, Access, Survey Design, Statistical Software, SAS Base, Time Management
Education
North Carolina State University 2005 — 2009
BS, Statistics
NC Community College System December 2014 - Present
Durham Public Schools April 2014 - November 2014
University of North Carolina at Chapel Hill February 2013 - March 2013
Biogen Idec May 2011 - October 2011
Scottrade January 2010 - May 2011
Skills
SAS, Statistical Modeling, SAS programming, Microsoft Excel, Finance, Research, Microsoft Office, R, SAS Macros, Data Analysis, Econometrics, Statistics, Data Mining, Economics, Linear Regression, Analytics, Quantitative Finance, Matlab, PowerPoint, Stata, Logistic Regression, Regression Analysis, Bayesian statistics, Statistical Computing, Business Analytics, Multivariate Statistics, Econometric Modeling, Access, Survey Design, Statistical Software, SAS Base, Time Management
Education
North Carolina State University 2005 — 2009
BS, Statistics
Steve Wegman Steve Wegman's Scottrade Experience August 2011 - Present
Job Manager of Business Systems Analysis at Scottrade
Industry Financial Services
Experience
Scottrade August 2011 - Present
Scottrade January 2010 - August 2011
Scottrade July 2007 - January 2010
Scottrade October 2005 - July 2007
Edward Jones January 2000 - August 2005
Edward Jones October 1997 - January 2000
Edward Jones June 1994 - October 1997
Education
Missouri Valley College 1991 — 1994
Bachelor of Science (B.S.), Business Administratio
Scottrade August 2011 - Present
Scottrade January 2010 - August 2011
Scottrade July 2007 - January 2010
Scottrade October 2005 - July 2007
Edward Jones January 2000 - August 2005
Edward Jones October 1997 - January 2000
Edward Jones June 1994 - October 1997
Education
Missouri Valley College 1991 — 1994
Bachelor of Science (B.S.), Business Administratio
Quentin G. Johnson's Scottrade Experience June 2015 - Present
Job Branch Intern at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
Northern Illinois University January 2015 - Present
Anderson Toyota Scion, Lexus of Rockford January 2013 - July 2014
Skills
Management, Teamwork, PowerPoint, Time Management, Customer Service, Sales, Team Leadership, Event Planning, Public Speaking, Microsoft Word, Outlook, Social Networking, Leadership, Analysis, Customer Satisfaction, Access, Training, Data Analysis, Insurance, Cash Handling Experience, Auto Racing, Microsoft Office, Research, Photoshop, Social Media, Windows, Microsoft Excel, Facebook, Event Management, Apple
Education
Northern Illinois University 2014 — 2016
Bachelor's Degree, Finance & Accounting, 3.9/4
Rock Valley College 2010 — 2013
Associate of Arts, General Studies
Hononegah High School 2006 — 2010
High School Diploma
Scottrade June 2015 - Present
Northern Illinois University January 2015 - Present
Anderson Toyota Scion, Lexus of Rockford January 2013 - July 2014
Skills
Management, Teamwork, PowerPoint, Time Management, Customer Service, Sales, Team Leadership, Event Planning, Public Speaking, Microsoft Word, Outlook, Social Networking, Leadership, Analysis, Customer Satisfaction, Access, Training, Data Analysis, Insurance, Cash Handling Experience, Auto Racing, Microsoft Office, Research, Photoshop, Social Media, Windows, Microsoft Excel, Facebook, Event Management, Apple
Education
Northern Illinois University 2014 — 2016
Bachelor's Degree, Finance & Accounting, 3.9/4
Rock Valley College 2010 — 2013
Associate of Arts, General Studies
Hononegah High School 2006 — 2010
High School Diploma
Lutesia Dorman Lutesia Dorman's Scottrade Experience December 2014 - Present
Job Branch Intern at Scottrade
Industry Accounting
Experience
Scottrade December 2014 - Present
University Tutor October 2012 - Present
Skills
Customer Service, CRM, Professional Phone..., Technical Support, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Outlook, Spreadsheets, Windows
Education
Norfolk State University 2014 — 2016
Bachelor of Science (B.S.), Accounting, 3.83
Tidewater Community College 2012 — 2014
Associate of Science (AS), Accounting and Business/Management, 3.93
Scottrade December 2014 - Present
University Tutor October 2012 - Present
Skills
Customer Service, CRM, Professional Phone..., Technical Support, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Outlook, Spreadsheets, Windows
Education
Norfolk State University 2014 — 2016
Bachelor of Science (B.S.), Accounting, 3.83
Tidewater Community College 2012 — 2014
Associate of Science (AS), Accounting and Business/Management, 3.93
Cassaundra Bernardez Cassaundra Bernardez's Scottrade Experience January 2012 - February 2013
Job Real Estate Agent at Berkshire Hathaway Towne Realty
Industry Real Estate
Experience
Berkshire Hathaway Home Services Towne Realty April 2015 - Present
Chartway Federal Credit Union December 2014 - April 2015
Keller Williams December 2013 - April 2015
Aloft Chesapeake February 2014 - July 2014
Scottrade January 2012 - February 2013
Norfolk State University May 2011 - May 2012
Bloom May 2009 - August 2009
Farm Fresh October 2006 - August 2008
Skills
Finance, Real Estate Investor, Entrepreneurship, Marketing, Budgets, Investments, Portfolio Management, Real Estate, Financial Analysis, Access, Microsoft Excel, Strategic Financial..., Outlook, Accounting, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Leadership, Financial Reporting, Accounts Payable, Data Analysis, Financial Planning
Education
Norfolk State University 2008 — 2013
Bachelor of Science (B.S.), Business, Finance
Landstown High School 2004 — 2008
Berkshire Hathaway Home Services Towne Realty April 2015 - Present
Chartway Federal Credit Union December 2014 - April 2015
Keller Williams December 2013 - April 2015
Aloft Chesapeake February 2014 - July 2014
Scottrade January 2012 - February 2013
Norfolk State University May 2011 - May 2012
Bloom May 2009 - August 2009
Farm Fresh October 2006 - August 2008
Skills
Finance, Real Estate Investor, Entrepreneurship, Marketing, Budgets, Investments, Portfolio Management, Real Estate, Financial Analysis, Access, Microsoft Excel, Strategic Financial..., Outlook, Accounting, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Leadership, Financial Reporting, Accounts Payable, Data Analysis, Financial Planning
Education
Norfolk State University 2008 — 2013
Bachelor of Science (B.S.), Business, Finance
Landstown High School 2004 — 2008
Mike Shamia's Scottrade Experience 2014 - Present
Job Vice President at Scottrade
Industry Capital Markets
Experience
Scottrade 2014 - Present
Scottrade 2013 - 2014
Scottrade 2009 - 2013
Scottrade 2007 - 2009
Scottrade 1999 - 2007
Morgan Stanley 1997 - 1999
Skills
Product Development and..., Fixed Income, Investments, Series 7, Series 63, FINRA, Series 24, Equity Trading, Options, Securities, Equities, Bonds, Trading, Bloomberg, Electronic Trading, Financial Markets, Mutual Funds, Trading Systems, ETFs
Education
Lindbergh High School
Missouri State University
Webster University
Master of Business Administration (M.B.A.), Finance
Scottrade 2014 - Present
Scottrade 2013 - 2014
Scottrade 2009 - 2013
Scottrade 2007 - 2009
Scottrade 1999 - 2007
Morgan Stanley 1997 - 1999
Skills
Product Development and..., Fixed Income, Investments, Series 7, Series 63, FINRA, Series 24, Equity Trading, Options, Securities, Equities, Bonds, Trading, Bloomberg, Electronic Trading, Financial Markets, Mutual Funds, Trading Systems, ETFs
Education
Lindbergh High School
Missouri State University
Webster University
Master of Business Administration (M.B.A.), Finance
Kathleen Keethler, PMP, PMI-ACP's Scottrade Experience February 2013 - Present
Job Assistant Vice President, Business Relationship Management at Scottrade
Industry Information Technology and Services
Experience
Scottrade February 2013 - Present
Scottrade January 2012 - February 2013
Scottrade September 2010 - January 2012
Scottrade May 2009 - September 2010
HealthMEDX 2003 - 2008
Skills
Project Management, SDLC, Software Project..., Leadership, Agile Methodologies, Strategic Roadmaps, Program Management, Agile Project Management, Process Improvement, Strategic Planning, IT Strategy, Management, PMO, Risk Management, MS Project, Technology Roadmapping, Contract Negotiation, PMP, Visio, SharePoint, Software Documentation, Full SDLC, Coaching, Project Planning, Team Leadership, Business Intelligence, Testing, Quality Assurance, Team Management, Interpersonal..., Presentation Skills, Vendor Relationship...
Education
Missouri State University
Bachelor's Degree, Classics
Scottrade February 2013 - Present
Scottrade January 2012 - February 2013
Scottrade September 2010 - January 2012
Scottrade May 2009 - September 2010
HealthMEDX 2003 - 2008
Skills
Project Management, SDLC, Software Project..., Leadership, Agile Methodologies, Strategic Roadmaps, Program Management, Agile Project Management, Process Improvement, Strategic Planning, IT Strategy, Management, PMO, Risk Management, MS Project, Technology Roadmapping, Contract Negotiation, PMP, Visio, SharePoint, Software Documentation, Full SDLC, Coaching, Project Planning, Team Leadership, Business Intelligence, Testing, Quality Assurance, Team Management, Interpersonal..., Presentation Skills, Vendor Relationship...
Education
Missouri State University
Bachelor's Degree, Classics
Grace H's Scottrade Experience April 2015 - Present
Job Investment Consultant at Scottrade
Industry Capital Markets
Experience
Scottrade April 2015 - Present
Schecter Capital Lc February 2015 - April 2015
Legend Securities, Inc. August 2014 - January 2015
Alpha Capital Corporation March 2014 - July 2014
World Financial Group (WFG) May 2013 - August 2013
Nanchang Daily May 2012 - July 2012
China Merchants Bank April 2011 - March 2012
Skills
Financial Analysis, Auditing, Financial Modeling, Equity Research, Strategy, Bloomberg, Capital Markets, Microsoft Excel, Business Analysis, Credit Risk, Fixed Income, PowerPoint, Investments, Mergers & Acquisitions, Tax, Trading, Microsoft Word, Research, Investment Management, Consulting, Analysis, Insurance, Investment Banking, Credit, Mandarin, Japanese, Taxations, Reuters, Rising Capital, Business Development
Education
Seton Hall University 2012 — 2014
Master's Degree, Accounting
Nanchang University 2008 — 2012
Finance, English concentration in Business, 3.5
Scottrade April 2015 - Present
Schecter Capital Lc February 2015 - April 2015
Legend Securities, Inc. August 2014 - January 2015
Alpha Capital Corporation March 2014 - July 2014
World Financial Group (WFG) May 2013 - August 2013
Nanchang Daily May 2012 - July 2012
China Merchants Bank April 2011 - March 2012
Skills
Financial Analysis, Auditing, Financial Modeling, Equity Research, Strategy, Bloomberg, Capital Markets, Microsoft Excel, Business Analysis, Credit Risk, Fixed Income, PowerPoint, Investments, Mergers & Acquisitions, Tax, Trading, Microsoft Word, Research, Investment Management, Consulting, Analysis, Insurance, Investment Banking, Credit, Mandarin, Japanese, Taxations, Reuters, Rising Capital, Business Development
Education
Seton Hall University 2012 — 2014
Master's Degree, Accounting
Nanchang University 2008 — 2012
Finance, English concentration in Business, 3.5
Dylan Duffy Dylan Duffy's Scottrade Experience January 2009 - May 2011
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2013 - June 2015
Harris Williams & Co. June 2011 - July 2013
Scottrade January 2009 - May 2011
Bank of America May 2010 - July 2010
Sikorsky Aircraft June 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Corporate Finance, Due Diligence, Investments
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
B.S. Commerce, Finance, Management, and Real Estate Investment Track
H.I.G. Capital July 2013 - June 2015
Harris Williams & Co. June 2011 - July 2013
Scottrade January 2009 - May 2011
Bank of America May 2010 - July 2010
Sikorsky Aircraft June 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Corporate Finance, Due Diligence, Investments
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
B.S. Commerce, Finance, Management, and Real Estate Investment Track
David Medrano, CFE's Scottrade Experience November 2011 - May 2013
Job Compliance Associate at Equitykey Services, LLC
Industry Financial Services
Experience
EquityKey July 2015 - Present
CoreLogic November 2014 - June 2015
CoreLogic June 2013 - November 2014
Scottrade November 2011 - May 2013
United States Marine Corps July 2006 - May 2013
Skills
Customer Service, Microsoft Office, Leadership, Risk Assessment, Teamwork, Auditing, Microsoft Excel, Visio, Technical Writing, Critical Thinking, Research, Microsoft Word, Public Speaking, Access, PowerPoint, Telephone Skills, Military Training, Outlook, Combat Lifesaver, BLS, Process Flow..., Process Approval, Regulatory Compliance, Fair Credit Reporting..., Process Improvement
Education
National University 2015 — 2016
Master’s Degree, Computer and Information Systems Security/Information Assurance
National University 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
EquityKey July 2015 - Present
CoreLogic November 2014 - June 2015
CoreLogic June 2013 - November 2014
Scottrade November 2011 - May 2013
United States Marine Corps July 2006 - May 2013
Skills
Customer Service, Microsoft Office, Leadership, Risk Assessment, Teamwork, Auditing, Microsoft Excel, Visio, Technical Writing, Critical Thinking, Research, Microsoft Word, Public Speaking, Access, PowerPoint, Telephone Skills, Military Training, Outlook, Combat Lifesaver, BLS, Process Flow..., Process Approval, Regulatory Compliance, Fair Credit Reporting..., Process Improvement
Education
National University 2015 — 2016
Master’s Degree, Computer and Information Systems Security/Information Assurance
National University 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Craig A. Buehler, MFE's Scottrade Experience July 2014 - Present
Job CEO of Vection Enterprises LLC
Industry Financial Services
Experience
Scottrade July 2014 - Present
Vection Enterprises LLC April 2014 - Present
RainCatchers May 2015 - June 2015
Roulston Research January 2014 - April 2014
Global Consulting Group June 2011 - September 2011
Dick's Sporting Goods October 2010 - January 2011
Oasis Business Plan Finalist February 2010 - March 2010
Skills
Financial Analysis, Valuation, Economics, Leadership, Public Speaking, Equity Research, Business Plan Creation, Business Strategy, Investments, Financial Modeling, Entrepreneurship, Finance, Business Planning, Sales
Education
Ohio University 2012 — 2013
Master's degree, Masters of Financial Economics
Ohio University 2008 — 2012
Undergraduate, Economics
Scottrade July 2014 - Present
Vection Enterprises LLC April 2014 - Present
RainCatchers May 2015 - June 2015
Roulston Research January 2014 - April 2014
Global Consulting Group June 2011 - September 2011
Dick's Sporting Goods October 2010 - January 2011
Oasis Business Plan Finalist February 2010 - March 2010
Skills
Financial Analysis, Valuation, Economics, Leadership, Public Speaking, Equity Research, Business Plan Creation, Business Strategy, Investments, Financial Modeling, Entrepreneurship, Finance, Business Planning, Sales
Education
Ohio University 2012 — 2013
Master's degree, Masters of Financial Economics
Ohio University 2008 — 2012
Undergraduate, Economics
Chung Li Chung Li's Scottrade Experience May 2012 - August 2012
Job Business Technology Analyst at Deloitte
Industry Financial Services
Experience
Deloitte Consulting LLP July 2013 - Present
AT&T June 2012 - May 2013
Scottrade May 2012 - August 2012
UNC Hospital May 2011 - August 2011
Skills
Microsoft Office, Microeconomics, Macroeconomics, PowerPoint, Statistics, Microsoft Excel, Microsoft Word, Economics
Education
North Carolina State University - College of Management 2008 — 2013
Bachelor of Science (BS), Economics
Deloitte Consulting LLP July 2013 - Present
AT&T June 2012 - May 2013
Scottrade May 2012 - August 2012
UNC Hospital May 2011 - August 2011
Skills
Microsoft Office, Microeconomics, Macroeconomics, PowerPoint, Statistics, Microsoft Excel, Microsoft Word, Economics
Education
North Carolina State University - College of Management 2008 — 2013
Bachelor of Science (BS), Economics
Dale Naylor's Scottrade Experience December 2011 - March 2014
Job Stockbroker
Industry Financial Services
Experience
Scottrade December 2011 - March 2014
West Coast Investment Services 2004 - 2011
Morgan Stanley Smith Barney 1996 - 2004
Blue Ridge Centers 1989 - 1996
Skills
Client Relationship..., Compliance Management, Training & Development, Client Services, Listening Skills, Time Management, Counseling, Program Coordination, Project Execution, Program Facilitation, Plan Implementation, Organizing, Recommendations, Job coaching, Life skills instruction, Budgets, Financial Services, Portfolio Management, CRM, Employee Training, Investments, Business Development, Strategic Financial..., Sales, Project Management, Job Coaching, Psychotherapy, Public Speaking, Customer Service, Leadership, Finance, Team Building, Strategic Planning
Education
The University of Texas at Austin 1977 — 1980
BA, Psychology, Management Minor
New Mexico Junior College 1975 — 1977
AA, Business
Scottrade December 2011 - March 2014
West Coast Investment Services 2004 - 2011
Morgan Stanley Smith Barney 1996 - 2004
Blue Ridge Centers 1989 - 1996
Skills
Client Relationship..., Compliance Management, Training & Development, Client Services, Listening Skills, Time Management, Counseling, Program Coordination, Project Execution, Program Facilitation, Plan Implementation, Organizing, Recommendations, Job coaching, Life skills instruction, Budgets, Financial Services, Portfolio Management, CRM, Employee Training, Investments, Business Development, Strategic Financial..., Sales, Project Management, Job Coaching, Psychotherapy, Public Speaking, Customer Service, Leadership, Finance, Team Building, Strategic Planning
Education
The University of Texas at Austin 1977 — 1980
BA, Psychology, Management Minor
New Mexico Junior College 1975 — 1977
AA, Business
Matthew Sakautzki Matthew Sakautzki's Scottrade Experience May 2012 - April 2013
Job Problem Resolution at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Scottrade May 2012 - April 2013
Scottrade February 2010 - May 2012
United States Postal Service September 2008 - January 2010
Skills
Series 63, Series 7, CFA level 1 candidate, Equities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Securities, Options, Finance, Financial Markets, Trading, Corporate Finance, Asset Allocation
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Arts (BA), Finance
Montgomery County Community College 2009 — 2010
Associate's degree, Business Administration and Management, General
Vanguard April 2013 - Present
Scottrade May 2012 - April 2013
Scottrade February 2010 - May 2012
United States Postal Service September 2008 - January 2010
Skills
Series 63, Series 7, CFA level 1 candidate, Equities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Securities, Options, Finance, Financial Markets, Trading, Corporate Finance, Asset Allocation
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Arts (BA), Finance
Montgomery County Community College 2009 — 2010
Associate's degree, Business Administration and Management, General
Ryan Sjodin's Scottrade Experience April 2010 - April 2013
Job Training Specialist, Commodities & Energy
Industry Financial Services
Experience
FutureSource - Trading Solutions - Interactive Data November 2014 - Present
Global-American Investments July 2014 - October 2014
Lightspeed Financial March 2014 - June 2014
Scottrade April 2010 - April 2013
Charles Schwab January 2007 - March 2009
Skills
Trading, Equities, Options, Hedge Funds, Series 7, Investments, Financial Markets, Asset Management, ETFs, Equity Trading
Education
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
BS, Finance
FutureSource - Trading Solutions - Interactive Data November 2014 - Present
Global-American Investments July 2014 - October 2014
Lightspeed Financial March 2014 - June 2014
Scottrade April 2010 - April 2013
Charles Schwab January 2007 - March 2009
Skills
Trading, Equities, Options, Hedge Funds, Series 7, Investments, Financial Markets, Asset Management, ETFs, Equity Trading
Education
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
BS, Finance
James Jacobson's Scottrade Experience September 2011 - August 2012
Job Internal Client Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Merrill Lynch July 2012 - August 2013
Scottrade September 2011 - August 2012
Scottrade June 2011 - September 2011
Scottrade July 2010 - June 2011
West Suburban Bank June 2007 - August 2009
Skills
CRM, Investments, Series 7, Leadership, Customer Service, Time Management, Microsoft Office
Education
Northern Illinois University 2007 — 2011
Bachelor of Science, Business Administration
JPMorgan Chase August 2013 - Present
Merrill Lynch July 2012 - August 2013
Scottrade September 2011 - August 2012
Scottrade June 2011 - September 2011
Scottrade July 2010 - June 2011
West Suburban Bank June 2007 - August 2009
Skills
CRM, Investments, Series 7, Leadership, Customer Service, Time Management, Microsoft Office
Education
Northern Illinois University 2007 — 2011
Bachelor of Science, Business Administration
Jane Tucker, CPA's Scottrade Experience February 2014 - Present
Job Senior Accountant at Scottrade
Industry Financial Services
Experience
Scottrade February 2014 - Present
Rabo AgriFinance May 2005 - February 2014
Humes and Barrington, PC August 2003 - May 2005
Skills
Financial Reporting, Accounting, Journal Entries, Account Reconciliation, Financial Analysis, Internal Controls, Financial Accounting
Education
Missouri State University 2002 — 2003
Masters of Accountancy, Accounting
Missouri State University 1998 — 2002
Bachelor of Science (BS), Accounting
Scottrade February 2014 - Present
Rabo AgriFinance May 2005 - February 2014
Humes and Barrington, PC August 2003 - May 2005
Skills
Financial Reporting, Accounting, Journal Entries, Account Reconciliation, Financial Analysis, Internal Controls, Financial Accounting
Education
Missouri State University 2002 — 2003
Masters of Accountancy, Accounting
Missouri State University 1998 — 2002
Bachelor of Science (BS), Accounting
Jessie Reeves MBA Jessie Reeves MBA's Scottrade Experience October 2008 - May 2012
Job Learning Consultant at Cerner Corporation
Industry Market Research
Experience
Cerner Corporation April 2013 - Present
Cerner Corporation August 2012 - April 2013
Missouri State University January 2011 - May 2012
Scottrade October 2008 - May 2012
Skills
Financial Analysis, Market Research, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Analysis, Research, Economics, Valuation, Data Analysis, Analytics, Customer Service, Multi-cultural..., Project Management, Personal Finance, Office Administration, Team Leadership, Accounting, Financial Modeling, Leadership, Organization &..., Software Documentation, Wiki Markup, Risk Management, Forecasting
Education
Missouri State University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Missouri State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Cerner Corporation April 2013 - Present
Cerner Corporation August 2012 - April 2013
Missouri State University January 2011 - May 2012
Scottrade October 2008 - May 2012
Skills
Financial Analysis, Market Research, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Analysis, Research, Economics, Valuation, Data Analysis, Analytics, Customer Service, Multi-cultural..., Project Management, Personal Finance, Office Administration, Team Leadership, Accounting, Financial Modeling, Leadership, Organization &..., Software Documentation, Wiki Markup, Risk Management, Forecasting
Education
Missouri State University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Missouri State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Shaun Kosnik's Scottrade Experience June 2011 - August 2013
Job Finance
Industry Financial Services
Experience
BGS Services 2009 - Present
Scottrade June 2011 - August 2013
Scottrade June 2009 - June 2011
Skills
Accounting, Customer Service, Finance, Financial Analysis, Financial Modeling, Microsoft Office, Series 63, Series 7
Education
Oakland University 2006 — 2011
Bachelor of Science (BS), Finance
BGS Services 2009 - Present
Scottrade June 2011 - August 2013
Scottrade June 2009 - June 2011
Skills
Accounting, Customer Service, Finance, Financial Analysis, Financial Modeling, Microsoft Office, Series 63, Series 7
Education
Oakland University 2006 — 2011
Bachelor of Science (BS), Finance
Michael Kelly, CFA Michael Kelly, CFA's Scottrade Experience October 2003 - May 2004
Job Managing Director and Head of E&P Research at Global Hunter Securities
Industry Investment Banking
Experience
Global Hunter Securities April 2014 - Present
Global Hunter Securities August 2011 - April 2014
Kennedy Capital Management January 2006 - October 2011
FactSet Research Systems 2004 - 2005
Scottrade October 2003 - May 2004
Skills
Equity Research, Financial Modeling, Valuation, Equities, Energy, Industry Analysis, Bloomberg, Factset, Portfolio Management, Due Diligence, Investments, Trading, Corporate Finance, Capital Markets, Economics, Hedge Funds, Asset Allocation, Equity Valuation, Private Equity, Investment Management, Mergers & Acquisitions, Alternative Investments, Fixed Income, Investment Banking, Competitive Analysis, Bloomberg Terminal, Investment Strategies, Investor Relations, Mutual Funds, Energy Industry, Asset Management, Financial Analysis, Commodity, Series 7, Petroleum, Oil & Gas Industry, Venture Capital, Derivatives, Financial Markets, Securities, Emerging Markets
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, MBA
Trinity University 2000 — 2004
BS, Business Admin
National University of Ireland, Galway
Global Hunter Securities April 2014 - Present
Global Hunter Securities August 2011 - April 2014
Kennedy Capital Management January 2006 - October 2011
FactSet Research Systems 2004 - 2005
Scottrade October 2003 - May 2004
Skills
Equity Research, Financial Modeling, Valuation, Equities, Energy, Industry Analysis, Bloomberg, Factset, Portfolio Management, Due Diligence, Investments, Trading, Corporate Finance, Capital Markets, Economics, Hedge Funds, Asset Allocation, Equity Valuation, Private Equity, Investment Management, Mergers & Acquisitions, Alternative Investments, Fixed Income, Investment Banking, Competitive Analysis, Bloomberg Terminal, Investment Strategies, Investor Relations, Mutual Funds, Energy Industry, Asset Management, Financial Analysis, Commodity, Series 7, Petroleum, Oil & Gas Industry, Venture Capital, Derivatives, Financial Markets, Securities, Emerging Markets
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, MBA
Trinity University 2000 — 2004
BS, Business Admin
National University of Ireland, Galway
Rico Tarver Rico Tarver's Scottrade Experience September 2014 - June 2015
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Scottrade September 2014 - June 2015
TD Ameritrade October 2013 - September 2014
Managers Investment Group April 2010 - October 2013
Managers Investment Group December 2007 - April 2010
Marketing Werks February 2006 - June 2007
Cynergy Data 2007 - 2007
Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning
Education
Northwestern University 2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice
Fidelity Investments June 2015 - Present
Scottrade September 2014 - June 2015
TD Ameritrade October 2013 - September 2014
Managers Investment Group April 2010 - October 2013
Managers Investment Group December 2007 - April 2010
Marketing Werks February 2006 - June 2007
Cynergy Data 2007 - 2007
Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning
Education
Northwestern University 2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice
Joseph Mantione Joseph Mantione's Scottrade Experience August 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade August 2009 - Present
E*TRADE Financial May 2006 - May 2009
Education
New Jersey City University 2003 — 2007
Finance
Scottrade August 2009 - Present
E*TRADE Financial May 2006 - May 2009
Education
New Jersey City University 2003 — 2007
Finance
Chris Speak, CIR, CDR's Scottrade Experience December 2014 - Present
Job Talent Acquisition Specialist
Industry Financial Services
Experience
Scottrade December 2014 - Present
Pinnacle Entertainment September 2013 - November 2014
Barnes-Jewish Hospital December 2010 - September 2013
Multi Service February 2007 - December 2010
Skills
Onboarding, Applicant Tracking..., Recruiting, Sourcing, Internet Recruiting, Full-life Cycle..., CIR, Healthcare Recruiting, CDR, College Recruiting, Employee Relations, Healthcare, Leadership, Talent Acquisition, Team Building, Coaching, Training, Taleo, Interviews, Leadership Development, Management, Process Improvement, New Hire Orientations, Benefits Administration, Employee Benefits, Human Resources, Employee Engagement, FMLA, Performance Management, Hiring, Workforce Planning, Talent Management, Temporary Placement, HRIS, Resume Writing, PeopleSoft, Technical Recruiting, Employee Training, Behavioral Interviewing, Deferred Compensation, Job Fairs, HR Policies, Screening Resumes, Succession Planning, Background Checks, Organizational..., Job Descriptions, Career Development, Staffing Services, Labor Relations
Education
Missouri State University 2005 — 2007
BS, Administrative Management
Scottrade December 2014 - Present
Pinnacle Entertainment September 2013 - November 2014
Barnes-Jewish Hospital December 2010 - September 2013
Multi Service February 2007 - December 2010
Skills
Onboarding, Applicant Tracking..., Recruiting, Sourcing, Internet Recruiting, Full-life Cycle..., CIR, Healthcare Recruiting, CDR, College Recruiting, Employee Relations, Healthcare, Leadership, Talent Acquisition, Team Building, Coaching, Training, Taleo, Interviews, Leadership Development, Management, Process Improvement, New Hire Orientations, Benefits Administration, Employee Benefits, Human Resources, Employee Engagement, FMLA, Performance Management, Hiring, Workforce Planning, Talent Management, Temporary Placement, HRIS, Resume Writing, PeopleSoft, Technical Recruiting, Employee Training, Behavioral Interviewing, Deferred Compensation, Job Fairs, HR Policies, Screening Resumes, Succession Planning, Background Checks, Organizational..., Job Descriptions, Career Development, Staffing Services, Labor Relations
Education
Missouri State University 2005 — 2007
BS, Administrative Management
Debra Knechtenhofer Debra Knechtenhofer's Scottrade Experience November 2003 - April 2011
Job Flight Attendent at American Airlines
Industry Airlines/Aviation
Experience
American Airlines April 2001 - Present
Scottrade November 2003 - April 2011
Trans World Airlines January 1979 - April 2001
Education
Missouri Western State University 1974 — 1977
Bank Management
Northwest Missouri State University 1970 — 1973
English
American Airlines April 2001 - Present
Scottrade November 2003 - April 2011
Trans World Airlines January 1979 - April 2001
Education
Missouri Western State University 1974 — 1977
Bank Management
Northwest Missouri State University 1970 — 1973
English
Monte Garpestad CFP® Monte Garpestad CFP®'s Scottrade Experience January 2015 - Present
Job Regional Manager Chicago Metro at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Sheldon Ferreira's Scottrade Experience November 2011 - July 2012
Job Associate National Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency June 2013 - Present
Scottrade November 2011 - July 2012
Skills
Financial Analysis, Finance, Investments, Credit, Credit Analysis, Corporate Finance, Interest Rate Risk..., Accounting, Liquidity Analysis, Securities, Analysis, Bank Secrecy Act, Equities, Microsoft Excel, Financial Risk..., Risk Management, Financial Risk, Loans, Commercial Real Estate
Education
Nova Southeastern University 2009 — 2013
Bachelor's degree, Finance, General
Office of the Comptroller of the Currency June 2013 - Present
Scottrade November 2011 - July 2012
Skills
Financial Analysis, Finance, Investments, Credit, Credit Analysis, Corporate Finance, Interest Rate Risk..., Accounting, Liquidity Analysis, Securities, Analysis, Bank Secrecy Act, Equities, Microsoft Excel, Financial Risk..., Risk Management, Financial Risk, Loans, Commercial Real Estate
Education
Nova Southeastern University 2009 — 2013
Bachelor's degree, Finance, General
Craig Schlueter Craig Schlueter's Scottrade Experience October 2012 - Present
Job Investment Consultant at Scottrade
Industry Internet
Experience
Scottrade October 2012 - Present
GoDaddy.com June 2011 - October 2012
Scottrade May 2010 - June 2011
Mount Mercy University January 2010 - January 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Research, Community Outreach, Event Planning, Time Management, Strategic Planning, Microsoft Office, Financial Analysis, Investments, Microsoft Word, Marketing
Education
Mount Mercy University 2007 — 2011
BBA, Finance and Management
Scottrade October 2012 - Present
GoDaddy.com June 2011 - October 2012
Scottrade May 2010 - June 2011
Mount Mercy University January 2010 - January 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Research, Community Outreach, Event Planning, Time Management, Strategic Planning, Microsoft Office, Financial Analysis, Investments, Microsoft Word, Marketing
Education
Mount Mercy University 2007 — 2011
BBA, Finance and Management
Kyle Gruber Kyle Gruber's Scottrade Experience January 2012 - May 2013
Job Financial Analyst at XenoTech, LLC
Industry Financial Services
Experience
XenoTech, LLC September 2014 - Present
Hallmark Cards June 2013 - September 2014
Scottrade January 2012 - May 2013
Skills
Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Customer Service, Microsoft Word, Leadership, Nintex Workflow, InfoPath Forms, Great Plains, Access, Data Analysis, Financial Analysis, Essbase, Pivot Tables, Management Reporter, PowerPivot, Finance
Education
University of Missouri - Kansas City 2015 — 2017
Master of Business Administration (MBA), Management Information Systems, General; Leadership, 4.0
University of Missouri-Kansas City 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.91
Northwest Missouri State University 2009 — 2011
Associate's Degree, Science & Mathematics
XenoTech, LLC September 2014 - Present
Hallmark Cards June 2013 - September 2014
Scottrade January 2012 - May 2013
Skills
Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Customer Service, Microsoft Word, Leadership, Nintex Workflow, InfoPath Forms, Great Plains, Access, Data Analysis, Financial Analysis, Essbase, Pivot Tables, Management Reporter, PowerPivot, Finance
Education
University of Missouri - Kansas City 2015 — 2017
Master of Business Administration (MBA), Management Information Systems, General; Leadership, 4.0
University of Missouri-Kansas City 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.91
Northwest Missouri State University 2009 — 2011
Associate's Degree, Science & Mathematics
Nicole Arndt's Scottrade Experience July 2010 - May 2013
Job Youth Instructor at Greencorp
Industry International Trade and Development
Experience
Greencorp June 2014 - August 2014
Chicago Bike Share/Divvy June 2013 - August 2013
Scottrade July 2010 - May 2013
Local Union # 12 and 73 July 2001 - August 2007
Skills
PowerPoint, Time Management, Microsoft Word, Social Media, Financial Analysis, Research, Economists, Youth Development, Development Economics, International..., Outlook, International Trade, Customer Service, Anthropology, Biological Anthropology, Logistics, Task Master, Microsoft Excel, Microsoft Office, SharePoint, Volunteer Recruiting, Non-profit, Youth Engagement, Environmental Awareness, Construction, Teaching, Start-ups, Youth Mentoring, Poka Yoke, Young Adults, Public Speaking, Leadership, Community Outreach
Education
Valparaiso University 2013 — 2014
Master's Degree, International Commerce and Policy, 3.95
Northeastern Illinois University 2008 — 2013
BA, Economics/Anthropology
Semester at Sea, University of Virginia 2012 — 2012
BA, Anthropology/Economics
Greencorp June 2014 - August 2014
Chicago Bike Share/Divvy June 2013 - August 2013
Scottrade July 2010 - May 2013
Local Union # 12 and 73 July 2001 - August 2007
Skills
PowerPoint, Time Management, Microsoft Word, Social Media, Financial Analysis, Research, Economists, Youth Development, Development Economics, International..., Outlook, International Trade, Customer Service, Anthropology, Biological Anthropology, Logistics, Task Master, Microsoft Excel, Microsoft Office, SharePoint, Volunteer Recruiting, Non-profit, Youth Engagement, Environmental Awareness, Construction, Teaching, Start-ups, Youth Mentoring, Poka Yoke, Young Adults, Public Speaking, Leadership, Community Outreach
Education
Valparaiso University 2013 — 2014
Master's Degree, International Commerce and Policy, 3.95
Northeastern Illinois University 2008 — 2013
BA, Economics/Anthropology
Semester at Sea, University of Virginia 2012 — 2012
BA, Anthropology/Economics
Uday Srichinta's Scottrade Experience December 2008 - May 2013
Job CRM Solutions Lead
Industry Telecommunications
Experience
Charter Communications May 2013 - Present
Scottrade December 2008 - May 2013
Accenture January 2008 - December 2008
Thomson Reuters August 2007 - January 2008
Anheuser-Busch January 2007 - August 2007
EagleCreek Software Services March 2005 - December 2006
North Dakota State University August 2003 - March 2005
Hindustan Aeronautics Limited ( HAL ) November 2002 - May 2003
Skills
Siebel, EAI, XML, PL/SQL, SDLC, ETL, Requirements Analysis, Data Modeling, Requirements Gathering, Data Quality, OBIEE, Siebel UCM, Trillium, Oracle MDM, SQL, CRM, Web Services, Enterprise Software, Master Data Management
Education
Symbiosis Institute of Business Management 2010 — 2012
MBA
North Dakota State University 2003 — 2005
MS
VNR Vignana Jyothi Institute of Engineering and Technology 1999 — 2003
B.Tech
Charter Communications May 2013 - Present
Scottrade December 2008 - May 2013
Accenture January 2008 - December 2008
Thomson Reuters August 2007 - January 2008
Anheuser-Busch January 2007 - August 2007
EagleCreek Software Services March 2005 - December 2006
North Dakota State University August 2003 - March 2005
Hindustan Aeronautics Limited ( HAL ) November 2002 - May 2003
Skills
Siebel, EAI, XML, PL/SQL, SDLC, ETL, Requirements Analysis, Data Modeling, Requirements Gathering, Data Quality, OBIEE, Siebel UCM, Trillium, Oracle MDM, SQL, CRM, Web Services, Enterprise Software, Master Data Management
Education
Symbiosis Institute of Business Management 2010 — 2012
MBA
North Dakota State University 2003 — 2005
MS
VNR Vignana Jyothi Institute of Engineering and Technology 1999 — 2003
B.Tech
Edwin Feng, CFP®'s Scottrade Experience April 2001 - May 2003
Job Citigold Market Manager/SVP Northern CA / Nevada at Citibank
Industry Banking
Experience
Citibank May 2012 - Present
Wells Fargo Bank June 2008 - May 2012
Wells Fargo Bank June 2005 - June 2008
Bank of America December 2003 - June 2005
Citibank June 2003 - December 2003
Scottrade April 2001 - May 2003
Merrill Lynch November 2000 - April 2001
Future Paging & Cellular Inc April 1999 - August 2000
Bank of Oakland August 1997 - April 1999
Skills
Retail Banking, Credit, Portfolio Management, Loans, Investments, Cross Selling, Private Banking, Mortgage Lending, Consumer Lending, Relationship Management, Wealth Management, Credit Cards, Loan Origination, Mortgage Banking, Series 63, Cold Calling, Lines Of Credit, Branch Banking, Asset Management, Banking, Training, Coaching, Series 7, AML, Branch Management, Investment Management, Risk Management, Series 24
Education
University of California, Berkeley
Designation, Personal Financial Planning
University of California, Los Angeles
Bachelor of Art, Business Economics w/ Minor in Accounting
Ohlone College
Citibank May 2012 - Present
Wells Fargo Bank June 2008 - May 2012
Wells Fargo Bank June 2005 - June 2008
Bank of America December 2003 - June 2005
Citibank June 2003 - December 2003
Scottrade April 2001 - May 2003
Merrill Lynch November 2000 - April 2001
Future Paging & Cellular Inc April 1999 - August 2000
Bank of Oakland August 1997 - April 1999
Skills
Retail Banking, Credit, Portfolio Management, Loans, Investments, Cross Selling, Private Banking, Mortgage Lending, Consumer Lending, Relationship Management, Wealth Management, Credit Cards, Loan Origination, Mortgage Banking, Series 63, Cold Calling, Lines Of Credit, Branch Banking, Asset Management, Banking, Training, Coaching, Series 7, AML, Branch Management, Investment Management, Risk Management, Series 24
Education
University of California, Berkeley
Designation, Personal Financial Planning
University of California, Los Angeles
Bachelor of Art, Business Economics w/ Minor in Accounting
Ohlone College
Greg Gangitano's Scottrade Experience August 2008 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2008 - Present
Skills
Series 63, Series 7, Series 24, Relationship Management, Equities, Financial Services, Investments, Capital Markets, Fixed Income, Options, Electronic Trading, Mutual Funds, Securities, Trading Systems, Derivatives, Trading, Portfolio Management, Financial Markets, Risk Management
Education
New Jersey City University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Scottrade August 2008 - Present
Skills
Series 63, Series 7, Series 24, Relationship Management, Equities, Financial Services, Investments, Capital Markets, Fixed Income, Options, Electronic Trading, Mutual Funds, Securities, Trading Systems, Derivatives, Trading, Portfolio Management, Financial Markets, Risk Management
Education
New Jersey City University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Robert Murtha's Scottrade Experience September 2004 - September 2007
Job
Industry Financial Services
Experience
Exegy August 2011 - Present
Exegy April 2011 - Present
Infinium Capital Management October 2007 - March 2011
Scottrade September 2004 - September 2007
Jefferies & Company September 2003 - August 2004
JPMorgan Chase May 1993 - November 2002
Skills
Electronic Trading, Low Latency, Trading Systems, Perl, Algorithms, Market Data, Exchange Connectivity, Unix Shell Scripting, Shell Scripting, Python, High Performance..., Linux, Unix, Object Oriented Design, Financial Markets, Multithreading
Education
Monmouth University 1989 — 1993
BS
Exegy August 2011 - Present
Exegy April 2011 - Present
Infinium Capital Management October 2007 - March 2011
Scottrade September 2004 - September 2007
Jefferies & Company September 2003 - August 2004
JPMorgan Chase May 1993 - November 2002
Skills
Electronic Trading, Low Latency, Trading Systems, Perl, Algorithms, Market Data, Exchange Connectivity, Unix Shell Scripting, Shell Scripting, Python, High Performance..., Linux, Unix, Object Oriented Design, Financial Markets, Multithreading
Education
Monmouth University 1989 — 1993
BS
Alan Pautsch's Scottrade Experience June 2010 - Present
Job Elite Developer Supervisor at Scottrade
Industry Computer Software
Experience
Scottrade June 2010 - Present
I-Cubed July 2008 - June 2011
Education
North Carolina State University 2000 — 2004
Scottrade June 2010 - Present
I-Cubed July 2008 - June 2011
Education
North Carolina State University 2000 — 2004
Jeff Tucker's Scottrade Experience April 2013 - Present
Job Assistant Vice President, Senior Counsel at Scottrade
Industry Law Practice
Experience
Scottrade April 2013 - Present
Patriot Coal Corporation May 2011 - March 2013
Bryan Cave September 2006 - May 2011
Skills
Corporate Law, Corporate Governance, Bankruptcy, Securities Regulation, Securities Exchange Act..., Legal Compliance, Contract Negotiation, Legal Contract Review, Legal Research, Legal Writing, Compensation & Benefit
Education
University of Michigan Law School 2003 — 2006
JD
Northwestern University 1999 — 2003
BA, History; Political Science
Scottrade April 2013 - Present
Patriot Coal Corporation May 2011 - March 2013
Bryan Cave September 2006 - May 2011
Skills
Corporate Law, Corporate Governance, Bankruptcy, Securities Regulation, Securities Exchange Act..., Legal Compliance, Contract Negotiation, Legal Contract Review, Legal Research, Legal Writing, Compensation & Benefit
Education
University of Michigan Law School 2003 — 2006
JD
Northwestern University 1999 — 2003
BA, History; Political Science
Josh Sampson, CFA's Scottrade Experience January 2012 - Present
Job Senior Options Analyst at Scottrade
Industry Financial Services
Experience
Scottrade January 2012 - Present
Scottrade September 2009 - March 2012
Scottrade February 2008 - September 2009
Scottrade February 2006 - February 2008
Skills
Options, Trading, Investments, Derivatives, Equities, Series 7, Series 63, Portfolio Management, Financial Analysis, Securities, Mutual Funds, Public Speaking, FINRA, Financial Modeling, Training, Fixed Income, Valuation, Asset Managment, Finance, Banking, Wealth Management, Financial Markets, Financial Services, Brokerage, Asset Management, ETFs, Strategy, Mergers & Acquisitions
Education
Missouri State University 2001 — 2005
MBA, Finance
New York Institute of Finance
Certification in Derivatives and Risk Management, Derivative Products and Risk Management Techniques
Scottrade January 2012 - Present
Scottrade September 2009 - March 2012
Scottrade February 2008 - September 2009
Scottrade February 2006 - February 2008
Skills
Options, Trading, Investments, Derivatives, Equities, Series 7, Series 63, Portfolio Management, Financial Analysis, Securities, Mutual Funds, Public Speaking, FINRA, Financial Modeling, Training, Fixed Income, Valuation, Asset Managment, Finance, Banking, Wealth Management, Financial Markets, Financial Services, Brokerage, Asset Management, ETFs, Strategy, Mergers & Acquisitions
Education
Missouri State University 2001 — 2005
MBA, Finance
New York Institute of Finance
Certification in Derivatives and Risk Management, Derivative Products and Risk Management Techniques
Ken Montgomery's Scottrade Experience November 2014 - Present
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Charles Schwab January 2014 - November 2014
TD Ameritrade 2008 - January 2014
Charles Schwab November 1995 - April 2008
Edward Jones June 1985 - November 1995
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 24, Portfolio Management, Investments, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Securities, Asset Management, Finance, Investment Strategies
Education
Missouri State University 1982 — 1984
Bachelor's degree, Finance/General Business
Florissant Valley C.C. 1979 — 1982
Associate's degree, Education
Scottrade November 2014 - Present
Charles Schwab January 2014 - November 2014
TD Ameritrade 2008 - January 2014
Charles Schwab November 1995 - April 2008
Edward Jones June 1985 - November 1995
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 24, Portfolio Management, Investments, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Securities, Asset Management, Finance, Investment Strategies
Education
Missouri State University 1982 — 1984
Bachelor's degree, Finance/General Business
Florissant Valley C.C. 1979 — 1982
Associate's degree, Education
Ryan Drafall's Scottrade Experience May 2011 - Present
Job Sr Windows Server Engineer at Scottrade
Industry Information Technology and Services
Experience
Scottrade May 2011 - Present
Skills
Troubleshooting, Data Center, Windows Server, Windows 7, Testing, XP, Project Management, Engineering, Telecommunications, Project Planning, Engineering Management, Project Estimation, VMware ESX, VMware, Contract Management, Network Administration, Network Security, Networking, Active Directory, Microsoft Technologies, Microsoft Office, MS Project, Windows Services, Disaster Recovery, Information Security
Education
Missouri State University 2000 — 2004
Bachelor of Science, Computer Information Systems
Scottrade May 2011 - Present
Skills
Troubleshooting, Data Center, Windows Server, Windows 7, Testing, XP, Project Management, Engineering, Telecommunications, Project Planning, Engineering Management, Project Estimation, VMware ESX, VMware, Contract Management, Network Administration, Network Security, Networking, Active Directory, Microsoft Technologies, Microsoft Office, MS Project, Windows Services, Disaster Recovery, Information Security
Education
Missouri State University 2000 — 2004
Bachelor of Science, Computer Information Systems
Montu Dalal's Scottrade Experience November 2009 - Present
Job Senior EA Developer at Scottrade
Industry Information Technology and Services
Experience
Scottrade November 2009 - Present
Sterling System, LLC January 2004 - November 2009
B2B Workforce & Accenture 2006 - 2007
Sterling System, LLC January 2001 - December 2003
Skills
Siebel, Siebel EAI, EIM, Data Conversion, SQL, Oracle PL/SQL..., UCM, BIP, JavaScript, Visual Basic, Visual Studio, XML Schema, Web Services, SoapUI, ETL, PL/SQL
Education
Oklahoma City University 1999 — 2001
Master, Computer Science
The Maharaja Sayajirao University of Baroda 1993 — 1999
Bachelor, Civil
M C Modi High School
Scottrade November 2009 - Present
Sterling System, LLC January 2004 - November 2009
B2B Workforce & Accenture 2006 - 2007
Sterling System, LLC January 2001 - December 2003
Skills
Siebel, Siebel EAI, EIM, Data Conversion, SQL, Oracle PL/SQL..., UCM, BIP, JavaScript, Visual Basic, Visual Studio, XML Schema, Web Services, SoapUI, ETL, PL/SQL
Education
Oklahoma City University 1999 — 2001
Master, Computer Science
The Maharaja Sayajirao University of Baroda 1993 — 1999
Bachelor, Civil
M C Modi High School
Amarnath Singireddy's Scottrade Experience April 2010 - October 2010
Job Sr. SQL DBA\Developer
Industry Information Technology and Services
Experience
AutoAlert, LLC March 2015 - Present
Local Corporation May 2011 - December 2014
Avanade March 2011 - May 2011
Pacific Life November 2010 - March 2011
Scottrade April 2010 - October 2010
Satex August 2007 - February 2010
Skills
SSIS, SSRS, Microsoft SQL Server, T-SQL, ETL, SQL, ASP.NET, Database Design, Data Warehousing, .NET, C#, IIS, XML, Business Intelligence, Databases, SDLC
Education
National Institute of Technology Warangal 1998 — 2002
B. Tech, Electronics
AutoAlert, LLC March 2015 - Present
Local Corporation May 2011 - December 2014
Avanade March 2011 - May 2011
Pacific Life November 2010 - March 2011
Scottrade April 2010 - October 2010
Satex August 2007 - February 2010
Skills
SSIS, SSRS, Microsoft SQL Server, T-SQL, ETL, SQL, ASP.NET, Database Design, Data Warehousing, .NET, C#, IIS, XML, Business Intelligence, Databases, SDLC
Education
National Institute of Technology Warangal 1998 — 2002
B. Tech, Electronics
Dan Bianco's Scottrade Experience November 1993 - February 1995
Job Branch Financial Sales Consultant at PNC Bank
Industry Food & Beverages
Experience
PNC July 2014 - Present
Bianco Sales & Marketing, LLC May 2011 - July 2014
Crunchco Snacks March 2010 - May 2011
Prudential Financial May 1998 - February 2009
Charles Schwab March 1995 - May 1998
Scottrade November 1993 - February 1995
Skills
Sales Management, New Business Development, Sales, Marketing Strategy, Key Account Management, Account Management, Management, Customer Service, Selling, Pricing, Forecasting, Merchandising
Education
Moravian College 1985 — 1989
Bachelor of Arts, Business Management
PNC July 2014 - Present
Bianco Sales & Marketing, LLC May 2011 - July 2014
Crunchco Snacks March 2010 - May 2011
Prudential Financial May 1998 - February 2009
Charles Schwab March 1995 - May 1998
Scottrade November 1993 - February 1995
Skills
Sales Management, New Business Development, Sales, Marketing Strategy, Key Account Management, Account Management, Management, Customer Service, Selling, Pricing, Forecasting, Merchandising
Education
Moravian College 1985 — 1989
Bachelor of Arts, Business Management
Felicia Hardey's Scottrade Experience November 2006 - April 2009
Job Solution Engineer at ACS, a Xerox Company
Industry Hospital & Health Care
Experience
Xerox State Healthcare LLC May 2011 - Present
Scottrade November 2006 - April 2009
Blue Cross Blue Shield of Louisiana May 1992 - May 2004
Education
Northwestern State University 1986 — 1990
Bachelor of Science (B.S.), Computer and Information Sciences, General
Xerox State Healthcare LLC May 2011 - Present
Scottrade November 2006 - April 2009
Blue Cross Blue Shield of Louisiana May 1992 - May 2004
Education
Northwestern State University 1986 — 1990
Bachelor of Science (B.S.), Computer and Information Sciences, General
John Yeh's Scottrade Experience January 2011 - Present
Job at Scottrade
Industry Financial Services
Experience
Scottrade January 2011 - Present
Quanta Computer Inc. September 2009 - January 2011
IBM August 2001 - May 2009
AT&T / IBM (Since 2000) July 1995 - July 2001
Skills
Test Planning, Windows 7, Agile Testing, Water Fall Testeing, Windows XP Pro, HP QC, QA Leadership, Windows Vista, Unix, Software Quality..., Testing, Software Documentation, Test Cases, Web Applications, Quality Center, System Testing, Databases, Test Automation, Quality Assurance, Regression Testing, Windows, User Acceptance Testing, Test Management, SDLC, Requirements Analysis, Waterfall, Agile Methodologies, Manual Testing, Integration, Software Project..., Agile Project Management, Oracle, SharePoint, QTP, Scrum, Software Development, DB2, Web Services
Education
Monmouth University
MS, Major: Computer Science, Minor: Business
The University of Kansas
BGS, Chinese Studies
Scottrade January 2011 - Present
Quanta Computer Inc. September 2009 - January 2011
IBM August 2001 - May 2009
AT&T / IBM (Since 2000) July 1995 - July 2001
Skills
Test Planning, Windows 7, Agile Testing, Water Fall Testeing, Windows XP Pro, HP QC, QA Leadership, Windows Vista, Unix, Software Quality..., Testing, Software Documentation, Test Cases, Web Applications, Quality Center, System Testing, Databases, Test Automation, Quality Assurance, Regression Testing, Windows, User Acceptance Testing, Test Management, SDLC, Requirements Analysis, Waterfall, Agile Methodologies, Manual Testing, Integration, Software Project..., Agile Project Management, Oracle, SharePoint, QTP, Scrum, Software Development, DB2, Web Services
Education
Monmouth University
MS, Major: Computer Science, Minor: Business
The University of Kansas
BGS, Chinese Studies
Venkat Gadireddy's Scottrade Experience July 2010 - Present
Job Build & Deploy Engineer at Scottrade
Industry Banking
Experience
Scottrade July 2010 - Present
US Bank January 2010 - July 2010
Comerica November 2009 - December 2009
20th Century Fox March 2009 - October 2009
Anheuser-Busch April 2007 - December 2008
Bryan Cave June 2005 - March 2007
Anheuser-Busch July 2004 - May 2005
Skills
Active Directory, Citrix, VBScript, Disaster Recovery, SharePoint, VMware, Servers, Windows 7, Windows Server, Troubleshooting
Education
Nagarjuna University 1995 — 1997
MBA, Information Technology
National Institute of Information Technology 1995 — 1997
PGDCA, Post Graduate Diploma in Computers Application
Scottrade July 2010 - Present
US Bank January 2010 - July 2010
Comerica November 2009 - December 2009
20th Century Fox March 2009 - October 2009
Anheuser-Busch April 2007 - December 2008
Bryan Cave June 2005 - March 2007
Anheuser-Busch July 2004 - May 2005
Skills
Active Directory, Citrix, VBScript, Disaster Recovery, SharePoint, VMware, Servers, Windows 7, Windows Server, Troubleshooting
Education
Nagarjuna University 1995 — 1997
MBA, Information Technology
National Institute of Information Technology 1995 — 1997
PGDCA, Post Graduate Diploma in Computers Application
Jeremy Molsberger's Scottrade Experience April 1996 - March 2006
Job Institutional Sales Manager at Orbit Group Advisory Services LLC, a AAA WCNY Company
Industry Financial Services
Experience
Orbit Group Advisory Services LLC, a AAA WCNY Company July 2015 - Present
NEXT Financial Group, Inc. September 2012 - June 2015
Logan Lavelle January 2009 - August 2012
MP Food Services LLC January 2006 - December 2008
Scottrade April 1996 - March 2006
Charles Schwab September 1990 - March 1996
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Insurance, Wealth Management, Uniform Combined State..., Financial Advisory, Investment Strategies, Alternative Investments, Series 24, Equities, Portfolio Management, Financial Services, Retirement Planning, FINRA, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Estate Planning, Fixed Annuities, Series 65, Fixed Income, ETFs, Life Insurance, 401k, Bonds, Disability Insurance, Trading, Relationship Management, Financial Markets, Options, Finance, Risk Management, Financial Risk, Banking, Investment Management, Financial Analysis, Asset Management, Capital Markets, Equity Trading, Series 6, Financial Modeling, Hedge Funds, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
University of Kentucky 1978 — 1982
BBA, Marketing
Eastern High School 1974 — 1978
Orbit Group Advisory Services LLC, a AAA WCNY Company July 2015 - Present
NEXT Financial Group, Inc. September 2012 - June 2015
Logan Lavelle January 2009 - August 2012
MP Food Services LLC January 2006 - December 2008
Scottrade April 1996 - March 2006
Charles Schwab September 1990 - March 1996
Skills
Series 7, Series 63, Investments, Securities, Mutual Funds, Insurance, Wealth Management, Uniform Combined State..., Financial Advisory, Investment Strategies, Alternative Investments, Series 24, Equities, Portfolio Management, Financial Services, Retirement Planning, FINRA, Retirement, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Managment, Estate Planning, Fixed Annuities, Series 65, Fixed Income, ETFs, Life Insurance, 401k, Bonds, Disability Insurance, Trading, Relationship Management, Financial Markets, Options, Finance, Risk Management, Financial Risk, Banking, Investment Management, Financial Analysis, Asset Management, Capital Markets, Equity Trading, Series 6, Financial Modeling, Hedge Funds, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
University of Kentucky 1978 — 1982
BBA, Marketing
Eastern High School 1974 — 1978
Navid Bionghi's Scottrade Experience November 2009 - June 2012
Job Financial Management Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2013 - Present
Accenture July 2012 - July 2013
Scottrade November 2009 - June 2012
California State Legislature February 2011 - October 2011
Bank of America Merrill Lynch December 2009 - January 2011
Skills
Investment Banking, Derivatives, Valuation, Wealth Management, Series 7, Financial Markets, Banking, Corporate Finance, Accounting, Economic Policy, Economic Research, Financial Analysis, Financial Reporting, Economic History, HTML 5, JavaScript, Financial Audits, Financial Statements, Industrial Design, HTML5, Customer Service
Education
The George Washington University Law School 2014 — 2017
Juris Doctor (J.D.)
Northwestern University 2012 — 2014
Master's Degree, Master of Public Administration -Economic Policy
Chartered Financial Analyst (CFA) Program Candidate
Level I Candidate
University of California, Riverside 2007 — 2011
Bachelor's Degree, Economics, Law & Society, and History with a Minor in Political Science
University of California, Irvine 2012 — 2012
Bachelor's degree, Economics
Accenture July 2013 - Present
Accenture July 2012 - July 2013
Scottrade November 2009 - June 2012
California State Legislature February 2011 - October 2011
Bank of America Merrill Lynch December 2009 - January 2011
Skills
Investment Banking, Derivatives, Valuation, Wealth Management, Series 7, Financial Markets, Banking, Corporate Finance, Accounting, Economic Policy, Economic Research, Financial Analysis, Financial Reporting, Economic History, HTML 5, JavaScript, Financial Audits, Financial Statements, Industrial Design, HTML5, Customer Service
Education
The George Washington University Law School 2014 — 2017
Juris Doctor (J.D.)
Northwestern University 2012 — 2014
Master's Degree, Master of Public Administration -Economic Policy
Chartered Financial Analyst (CFA) Program Candidate
Level I Candidate
University of California, Riverside 2007 — 2011
Bachelor's Degree, Economics, Law & Society, and History with a Minor in Political Science
University of California, Irvine 2012 — 2012
Bachelor's degree, Economics
Ryan Henning's Scottrade Experience February 2015 - Present
Job Database Developer at Scottrade
Industry Computer Software
Experience
Scottrade February 2015 - Present
Scottrade November 2012 - Present
Scottrade March 2010 - November 2012
World Wide Technology June 2009 - August 2009
Skills
Data Analysis, SSIS, Microsoft SQL Server..., Visio, Visual Basic, C++, C#, Microsoft Office 2010, SQL Server Management..., Microsoft Visual Studio...
Education
Missouri S&T 2005 — 2009
Computer Engineering, Programming, Microcontrollers, Automation
Missouri University of Science and Technology 2005 — 2009
Bachelor's degree, Computer Engineering
Scottrade February 2015 - Present
Scottrade November 2012 - Present
Scottrade March 2010 - November 2012
World Wide Technology June 2009 - August 2009
Skills
Data Analysis, SSIS, Microsoft SQL Server..., Visio, Visual Basic, C++, C#, Microsoft Office 2010, SQL Server Management..., Microsoft Visual Studio...
Education
Missouri S&T 2005 — 2009
Computer Engineering, Programming, Microcontrollers, Automation
Missouri University of Science and Technology 2005 — 2009
Bachelor's degree, Computer Engineering
Kimberly DeBard's Scottrade Experience September 2009 - September 2011
Job Customer Administration Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters July 2013 - Present
Thomson Reuters March 2012 - July 2013
Diversified Graphic Machinery October 2011 - March 2012
Scottrade September 2009 - September 2011
Diversified Graphic Machinery August 2008 - September 2009
Mizuho Securities USA Inc. June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Customer Satisfaction, Outlook, CRM, Administration
Education
Monmouth University 2010 — 2011
MBA, Business Administration
Monmouth University 2006 — 2010
B.S. Business Administration, Management
Thomson Reuters July 2013 - Present
Thomson Reuters March 2012 - July 2013
Diversified Graphic Machinery October 2011 - March 2012
Scottrade September 2009 - September 2011
Diversified Graphic Machinery August 2008 - September 2009
Mizuho Securities USA Inc. June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Customer Satisfaction, Outlook, CRM, Administration
Education
Monmouth University 2010 — 2011
MBA, Business Administration
Monmouth University 2006 — 2010
B.S. Business Administration, Management
James Sobczak's Scottrade Experience August 2010 - June 2011
Job Senior Financial Analyst Corporate Consolidations at Delphi
Industry Automotive
Experience
Delphi August 2015 - Present
Federal-Mogul Holdings Corporation June 2014 - August 2015
FANUC America Corporation November 2012 - June 2014
Federal-Mogul August 2011 - November 2012
Federal-Mogul June 2011 - August 2011
Scottrade August 2010 - June 2011
Best Buy August 2008 - June 2011
Skills
SAP, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Hyperion Enterprise, Treasury, Baan ERP, Corporate Finance, Organization &..., Communication Skills, Variance Analysis, OneStream
Education
Oakland University
Master's Degree, MBA - Business Economics / International Finance
Oakland University 2007 — 2011
Bachelor of Science, Major: Finance, Minor: Accounting
Delphi August 2015 - Present
Federal-Mogul Holdings Corporation June 2014 - August 2015
FANUC America Corporation November 2012 - June 2014
Federal-Mogul August 2011 - November 2012
Federal-Mogul June 2011 - August 2011
Scottrade August 2010 - June 2011
Best Buy August 2008 - June 2011
Skills
SAP, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Hyperion Enterprise, Treasury, Baan ERP, Corporate Finance, Organization &..., Communication Skills, Variance Analysis, OneStream
Education
Oakland University
Master's Degree, MBA - Business Economics / International Finance
Oakland University 2007 — 2011
Bachelor of Science, Major: Finance, Minor: Accounting
Andrew Pursifull's Scottrade Experience July 2010 - Present
Job Quality Assurance Engineer
Industry Information Technology and Services
Experience
Scottrade July 2010 - Present
Skills
SDLC, Software Quality..., Test Planning, System Testing, Test Cases, Regression Testing, Quality Center, Defect Tracking, Manual Testing, Waterfall, Agile Methodologies, Software Documentation, Agile Testing, Business Requirements, Databases, Test Strategy, Test Management
Education
Northwest Missouri State University 2006 — 2010
Bachelors in Science, Economics
Scottrade July 2010 - Present
Skills
SDLC, Software Quality..., Test Planning, System Testing, Test Cases, Regression Testing, Quality Center, Defect Tracking, Manual Testing, Waterfall, Agile Methodologies, Software Documentation, Agile Testing, Business Requirements, Databases, Test Strategy, Test Management
Education
Northwest Missouri State University 2006 — 2010
Bachelors in Science, Economics
Brian Wainscott's Scottrade Experience December 2008 - Present
Job Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade December 2008 - Present
Education
Montana State University-Billings 2006 — 2009
BS, Finance
University of Illinois at Urbana-Champaign 2000 — 2003
Scottrade December 2008 - Present
Education
Montana State University-Billings 2006 — 2009
BS, Finance
University of Illinois at Urbana-Champaign 2000 — 2003
Dewey Shuburte's Scottrade Experience April 2013 - Present
Job Web Developer at Scottrade
Industry Information Technology and Services
Experience
Scottrade April 2013 - Present
American National Property and Casualty May 2006 - April 2013
Skills
.NET, VB.NET, TFS, Microsoft SQL Server, Agile Methodologies, C#, Testing, XML, SQL, Visual Basic
Education
Missouri State University 2007 — 2009
Masters, Business Administration
Missouri State University 2003 — 2006
BS, Computer Information Systems
Scottrade April 2013 - Present
American National Property and Casualty May 2006 - April 2013
Skills
.NET, VB.NET, TFS, Microsoft SQL Server, Agile Methodologies, C#, Testing, XML, SQL, Visual Basic
Education
Missouri State University 2007 — 2009
Masters, Business Administration
Missouri State University 2003 — 2006
BS, Computer Information Systems
Arlet Castillo's Scottrade Experience November 2009 - January 2011
Job Commercial Planning & Activation Executive at Diageo
Industry Wine and Spirits
Experience
Diageo January 2015 - Present
Philippe Gerard Enterprises, Inc. February 2012 - December 2014
Massage Envy 2007 - May 2012
Morgan Stanley Smith Barney January 2011 - December 2011
Scottrade November 2009 - January 2011
Education
Nova Southeastern University 2007 — 2011
Bachelor of Science, Finance/ Business Administration
Diageo January 2015 - Present
Philippe Gerard Enterprises, Inc. February 2012 - December 2014
Massage Envy 2007 - May 2012
Morgan Stanley Smith Barney January 2011 - December 2011
Scottrade November 2009 - January 2011
Education
Nova Southeastern University 2007 — 2011
Bachelor of Science, Finance/ Business Administration
Joseph Goldy's Scottrade Experience March 2008 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2008 - Present
Scottrade July 2007 - March 2008
Scottrade April 2006 - July 2007
A.G. Edwards & Sons, Inc. May 2005 - March 2006
Skills
Loans, Securities, Series 7, Banking, Credit, Options, Asset Allocation, Equities, Bonds, Retirement, Financial Markets, Mutual Funds, Series 24, ETFs, Portfolio Management, Investment Strategies, Financial Services, Fixed Income, Retirement Planning, Investments, IRAs, Asset Management, Uniform Combined State..., Customer Service, Sales Management, Branch Management, Management, Leadership, Financial Planning, Wealth Management, Relationship Management, Investment Advisory, Finance, Risk Management
Education
Montclair State University 1996 — 2000
Bachelor of Science (B.S.), Business Administration with Marketing Concentration, GPA 3.70 Dean's List
Parsippany High School
Scottrade March 2008 - Present
Scottrade July 2007 - March 2008
Scottrade April 2006 - July 2007
A.G. Edwards & Sons, Inc. May 2005 - March 2006
Skills
Loans, Securities, Series 7, Banking, Credit, Options, Asset Allocation, Equities, Bonds, Retirement, Financial Markets, Mutual Funds, Series 24, ETFs, Portfolio Management, Investment Strategies, Financial Services, Fixed Income, Retirement Planning, Investments, IRAs, Asset Management, Uniform Combined State..., Customer Service, Sales Management, Branch Management, Management, Leadership, Financial Planning, Wealth Management, Relationship Management, Investment Advisory, Finance, Risk Management
Education
Montclair State University 1996 — 2000
Bachelor of Science (B.S.), Business Administration with Marketing Concentration, GPA 3.70 Dean's List
Parsippany High School
Shena Jackson's Scottrade Experience March 2004 - Present
Job Sr. Registered Representative at Scottrade
Industry Financial Services
Experience
Scottrade March 2004 - Present
Charles Schwab September 1997 - August 2003
Olde Discount Brokerage Firm March 1996 - September 1997
Skills
Series 63, Mutual Funds, Retirement Planning, FINRA, Securities, Series 24, Series 65, ETFs, Series 6, Investments, Equities
Education
Western Michigan University - Haworth College of Business 1992 — 1994
Bachelor of Business Administration (BBA), Finance, General
Muskegon Community College 1989 — 1991
Associate of Arts (A.A.), Busines Administration
Scottrade March 2004 - Present
Charles Schwab September 1997 - August 2003
Olde Discount Brokerage Firm March 1996 - September 1997
Skills
Series 63, Mutual Funds, Retirement Planning, FINRA, Securities, Series 24, Series 65, ETFs, Series 6, Investments, Equities
Education
Western Michigan University - Haworth College of Business 1992 — 1994
Bachelor of Business Administration (BBA), Finance, General
Muskegon Community College 1989 — 1991
Associate of Arts (A.A.), Busines Administration
Jennifer Holmes's Scottrade Experience 2014 - Present
Job Senior Brokerage Strategy Business Analyst at Scottrade
Industry Financial Services
Experience
Scottrade 2014 - Present
Scottrade 2013 - August 2014
Scottrade 2011 - 2013
Scottrade 2010 - 2011
Scottrade 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Series 9/10, Series 7, Series 66, AAMS (Accredited Asset..., BSC (Business Services..., Life/Health/LTC..., Completed FINRA..., Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Series 24, Investments, Asset Allocation, Options, Banking, Retirement Planning, Brokerage, Equities, Wealth Management, Bonds, Finance, Financial Services, ETFs, Investment Advisory, Portfolio Management, Fixed Income, Investment Strategies, Strategic Financial..., Bloomberg, Retirement, Trading, Financial Markets, Equity Trading
Education
Northern Michigan University
BS, Finance, Economics
Scottrade 2014 - Present
Scottrade 2013 - August 2014
Scottrade 2011 - 2013
Scottrade 2010 - 2011
Scottrade 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Series 9/10, Series 7, Series 66, AAMS (Accredited Asset..., BSC (Business Services..., Life/Health/LTC..., Completed FINRA..., Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Series 24, Investments, Asset Allocation, Options, Banking, Retirement Planning, Brokerage, Equities, Wealth Management, Bonds, Finance, Financial Services, ETFs, Investment Advisory, Portfolio Management, Fixed Income, Investment Strategies, Strategic Financial..., Bloomberg, Retirement, Trading, Financial Markets, Equity Trading
Education
Northern Michigan University
BS, Finance, Economics
Allen Griffin's Scottrade Experience November 2009 - June 2010
Job Logistics Analyst at AGCO Corporation
Industry Logistics and Supply Chain
Experience
AGCO Corporation March 2015 - Present
AGCO Corporation June 2010 - March 2015
Scottrade November 2009 - June 2010
Aquascape Inc April 2006 - December 2008
Skills
Microsoft Excel, Microsoft Word, Access, Econometrics, Logistics, Supply Chain, Analysis, Transportation, Supply Chain Management, Supply Chain..., Logistics Management, Freight, Microsoft Office, Process Improvement, Purchasing, Pricing
Education
Northern Illinois University 2009 — 2010
Bachelor of Science (B.S.), Economics
Western Illinois University 2002 — 2005
Bachelor of Arts (B.A.), Sociology
AGCO Corporation March 2015 - Present
AGCO Corporation June 2010 - March 2015
Scottrade November 2009 - June 2010
Aquascape Inc April 2006 - December 2008
Skills
Microsoft Excel, Microsoft Word, Access, Econometrics, Logistics, Supply Chain, Analysis, Transportation, Supply Chain Management, Supply Chain..., Logistics Management, Freight, Microsoft Office, Process Improvement, Purchasing, Pricing
Education
Northern Illinois University 2009 — 2010
Bachelor of Science (B.S.), Economics
Western Illinois University 2002 — 2005
Bachelor of Arts (B.A.), Sociology
Bryan Rhoades's Scottrade Experience September 2013 - Present
Job Branch Intern (Finance and Economics) at Scottrade
Industry Financial Services
Experience
Scottrade September 2013 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Financial Analysis, Access, Banking, Accounting, Time Management, Data Analysis
Education
Missouri State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Scottrade September 2013 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Financial Analysis, Access, Banking, Accounting, Time Management, Data Analysis
Education
Missouri State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ryan Mulvaney's Scottrade Experience February 2014 - Present
Job Assistant Manager, Client Services
Industry Financial Services
Experience
Scottrade February 2014 - Present
Scotttade March 2011 - February 2014
Scottrade February 2009 - March 2011
Ameriprise Financial Services, Inc. January 2005 - February 2009
Skills
Customer Service, Microsoft Office, Process Improvement, Team Leadership, Team Building, Operations Management, Outlook, Call Centers, Troubleshooting, Performance Management, Customer Retention, Finance, Risk Management, Financial Analysis, Banking, Investments, Financial Services
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics and psychology
Scottrade February 2014 - Present
Scotttade March 2011 - February 2014
Scottrade February 2009 - March 2011
Ameriprise Financial Services, Inc. January 2005 - February 2009
Skills
Customer Service, Microsoft Office, Process Improvement, Team Leadership, Team Building, Operations Management, Outlook, Call Centers, Troubleshooting, Performance Management, Customer Retention, Finance, Risk Management, Financial Analysis, Banking, Investments, Financial Services
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics and psychology
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank