Scottrade® Advisor Services

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Scottrade® Advisor Services Employees

Employee
Years
Job
Industry
Derek Sheppard Derek Sheppard Greater New York City Area Details
Derek Sheppard's Scottrade® Advisor Services Experience 2011 - 2012
Job Product Marketing Associate at Intralinks
Industry Computer Software
Experience
Intralinks  September 2014 - Present
CA Technologies  June 2013 - May 2014
Scottrade® Advisor Services   2011 - 2012
American Red Cross  December 2010 - December 2011
Verizon Wireless  September 2009 - November 2011

Skills
Product Marketing, Strategy, Analysis, Marketing Strategy, SEO, Enterprise Software, Marketing, Market Research, Mergers & Acquisitions, Forecasting, Information Technology, Business Process..., Promotion Planning, Social Media Marketing, Sales, PowerPoint

Education
Stony Brook University   2012 — 2014
Master of Business Administration (M.B.A.), Marketing & Finance

State University of New York at Stony Brook   2009 — 2012
Bachelor's Degree, Business, Economics

Nesmira Muratovic Nesmira Muratovic Saint Louis, Missouri Details
Nesmira Muratovic's Scottrade® Advisor Services Experience January 2012 - December 2013
Job Compliance Consultant L1 at Scottrade
Industry Financial Services
Experience
Scottrade  November 2014 - Present
Scottrade  January 2014 - November 2014
Scottrade® Advisor Services   January 2012 - December 2013

Skills
Microsoft Excel, Leadership, Customer Service, Microsoft Office, Visio, Problem Solving, Analytics, Documentaries, Film Production, Key Performance..., Multimedia

Education
Webster University   2014 — 2017
Master of Business Administration (MBA)

University of Missouri - St. Louis   2010 — 2013
Bachelor of Science, Finance, International Business

Bayless High School   2006 — 2010

Erica Gimmy Erica Gimmy Greater St. Louis Area Details
Erica Gimmy's Scottrade® Advisor Services Experience February 2008 - December 2009
Job Real Estate Agent for Black & Associates, LLC
Industry Real Estate
Experience
Black & Associates LLC   April 2015 - Present
Wells Fargo  January 2013 - March 2015
Scottrade  January 2011 - January 2013
Scottrade  December 2009 - January 2011
Scottrade® Advisor Services   February 2008 - December 2009

Skills
Real Estate, Real Estate Transactions, Marketing Strategy, Hunting Land, Relationship Building, Contract Negotiation, Community Outreach

Education
Lindenwood University   2006 — 2009
Bachelor's in Finance, Finance and Financial Management Services

Scott Hart Scott Hart Greater Denver Area Details
Scott Hart's Scottrade® Advisor Services Experience February 2013 - Present
Job Transition Services Manager at Scottrade Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   February 2013 - Present
Charles Schwab & Co  April 2007 - February 2013
Schwab Institutional  September 2000 - April 2007
Citigroup Worldwide Securities   June 1996 - September 2000

Skills
Series 7, Financial Services, Securities, Investments, Strategy, Management, Asset Management, Investment Advisory

Education
University of South Florida   1997 — 1999
MBA, Finance, Mgmt, International Business, 3.66

University of Louisville
Bachelor of Science in Business Admin, Finance, 3.5

Joseph Fincher Joseph Fincher Saint Louis, Missouri Details
Joseph Fincher's Scottrade® Advisor Services Experience April 2012 - September 2013
Job Analyst at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm  October 2013 - Present
Scottrade® Advisor Services   April 2012 - September 2013
Scottrade® Advisor Services   May 2011 - March 2012
Scottrade® Advisor Services   November 2009 - May 2011
Heartland Bank  January 2009 - December 2009

Skills
Series 63, Business Strategy, Business Development, Strategic Partnerships, Public Speaking, Marketing, Customer Service, Recruiting, Custodians, RIA, Building Relationships, Strategic Communications, Series 65, Microsoft Office, Financial Services, Investments

Education
Washington University in St. Louis   2014 — 2017
Master of Business Administration (MBA), MBA candidate

Lindenwood University   2007 — 2011
Bachelor of Arts (BA), Finance, 3.9 GPA

Kwame Barnes Kwame Barnes New York, New York Details
Kwame Barnes's Scottrade® Advisor Services Experience November 2011 - January 2013
Job Operational Management Analyst at Citigroup
Industry Financial Services
Experience
Citigroup  July 2015 - Present
Citigroup  July 2014 - July 2015
Citi  July 2013 - July 2014
Scottrade® Advisor Services   November 2011 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Analysis, Finance, Analysis, Leadership

Education
The University of Connecticut School of Business   2009 — 2013
Bachelor of Science (B.S.), Business Management

Kingswood-Oxford

Ludwig Tyler Ludwig Tyler Hillsboro, Missouri Details
Ludwig Tyler's Scottrade® Advisor Services Experience February 2015 - Present
Job Tax Reporting & Cost Basis Intern at Scottrade® Advisor Services
Industry Insurance
Experience
Startup Maryville - Entrepreneur Competition   April 2015 - Present
Scottrade® Advisor Services   February 2015 - Present
Northwestern Mutual  September 2014 - December 2014
Champs Sports  January 2012 - September 2014
3Chats   May 2014 - June 2014
The Tree's   July 2012 - January 2014
The Tree’s Restaurant & Bar – Hillsboro, MO   April 2012 - January 2013
Maryville Reaches Out – Maryville University   October 2011 - January 2013

Skills
Financial Services, Financial Planning, Personal Finance, Financial Analysis, Client Relations, Sales, Customer Service, Microsoft Office, Training

Education
Maryville University of Saint Louis   2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services

Mark Boothe Mark Boothe Dallas/Fort Worth Area Details
Mark Boothe's Scottrade® Advisor Services Experience October 2013 - Present
Job Regional Vice President, Business Development Scottrade Advisor Services
Industry Financial Services
Experience
Scottrade Advisor Services  October 2013 - Present
TD Ameritrade  April 2008 - October 2013
Banc of America Securities  April 2004 - November 2007
Coastal Securities/ProTrader   December 1998 - December 2003
Lloyd Wade and Pacific Cortez Securities   September 1996 - December 1998

Skills
Practice Management, Custody, Clearing, Electronic Trading, RIA, Business Relationship..., Portfolio Management, Registered Investment..., Derivatives, Futures, Algorithms, Public Speaking, Executive Level..., RIA sales, Hedge Funds, Business and Practice..., Portfolio Rebalancing, Outside Sales, Webinars, Technology Solutions, Technology Sales, Business to Business..., Negotiation, Options, Stock Options, Trading Systems, Securities, Stock Market, Financial Services, CFA Level 1, Stocks, Sales, Chartered Financial..., B2B, Equity Trading, Asset Allocation, Morningstar, Investments, Equities, Financial Advisory, Investment Banking, ETFs, Investment Advisory, Series 63, Investment Strategies, FINRA, Alternative Investments

Education
Texas A&M University   1992 — 1996
Business, Finance and Accounting

Kara Beam Kara Beam Greater St. Louis Area Details
Kara Beam's Scottrade® Advisor Services Experience August 2015 - Present
Job AVP Advisor Solutions at Scottrade® Advisor Services
Industry Management Consulting
Experience
Scottrade® Advisor Services   August 2015 - Present
Morningstar  February 2011 - July 2015
Independent Advisors, LLC   February 2010 - February 2011
Charles Schwab Advisor Services  July 2006 - February 2010
TIAA-CREF  April 2005 - March 2006
Walnut Street Securities  1999 - 2005
Boatmen's Trust Company  1996 - 1997

Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning

Education
University of Missouri-Saint Louis   1988 — 1992
BS, Business and Accounting

Joe Monteleone Joe Monteleone Greater St. Louis Area Details
Joe Monteleone's Scottrade® Advisor Services Experience August 2014 - Present
Job Manager of SAS Relationship Management at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   August 2014 - Present
Scottrade® Advisor Services   November 2010 - August 2014
Scottrade® Advisor Services   January 2007 - October 2010
Scottrade  January 2000 - January 2007
Scottrade  December 1996 - January 2000

Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Securities, Financial Services, Wealth Management, Risk Management, FINRA, Trading, Fixed Income, Relationship Management, Financial Analysis, Series 24, Options, Strategic Financial...

Education
University of Missouri-Saint Louis   1995 — 1998
B.A., Business Administration

Philip Fonseca Philip Fonseca Greater St. Louis Area Details
Philip Fonseca's Scottrade® Advisor Services Experience January 2015 - Present
Job Risk Analyst at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   January 2015 - Present
Stifel Financial Corp.  August 2013 - December 2014
Scottrade  May 2012 - July 2013
Scottrade  January 2011 - May 2012
Missouri Athletic Club  July 2007 - May 2012
Missouri Athletic Club  August 2006 - September 2011
Scottrade  June 2010 - August 2010

Skills
Customer Service, Analysis, Microsoft Excel, Series 7, Series 63, Business Development, Time Management, Financial Analysis, Investments

Education
Saint Louis University   2011 — 2012
Bachelor of Science, Economics & International Business

University of Webster Geneva   2010 — 2010
Business, Economics & International Business

Spring Hill College   2008 — 2010
Business, Economics & International Business

Saint Louis Priory School   2003 — 2008
Diploma

Brian J Smith Brian J Smith Saint Louis, Missouri Details
Brian J Smith's Scottrade® Advisor Services Experience July 2009 - April 2011
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade  June 2014 - Present
TD Ameritrade  April 2011 - June 2014
Scottrade® Advisor Services   July 2009 - April 2011
Charles Schwab  August 2002 - June 2009

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

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

Boston University
Certificate in Financial Planning

College for Financial Planning
Accredited Asset Management Specialist

Elizabeth Erskine Elizabeth Erskine Austin, Texas Details
Elizabeth Erskine's Scottrade® Advisor Services Experience March 2015 - Present
Job Operations Management at Angel Investment
Industry Investment Management
Experience
Scottrade® Advisor Services   March 2015 - Present
Angel Investor  January 2014 - March 2015
Charles Schwab  July 2013 - January 2014
Sayyadina   December 2011 - July 2013
JPMorgan Chase  November 2010 - December 2011
U.S. Bank   June 2010 - November 2010
Wells Fargo  January 2009 - June 2010
Cancun and Grandview Resorts   January 2008 - January 2009
Liberty Mutual Insurance  September 2006 - January 2008
Cintas  September 2002 - September 2006

Skills
CRM, Finance, Leadership, Management, Banking, Project Management, Project Planning, Marketing, Customer Service, Operations Management, Investments, Sales, Budgets, Team Leadership, Strategy, New Business Development, Negotiation, Customer Satisfaction

Education
University of Phoenix   2012 — 2015
Master's degree, Psychology

University of Phoenix   2008 — 2012
Bachelor of Science (B.S.), Business Management

Marine Corps Institute   2000 — 2000
Associate's degree, Finance, General

Marine Corps Institute   2000 — 2000
Associate's degree, Organizational Leadership

Technical Training Center- Meridian, MS   1999 — 1999
Associate's degree, Aviation/Airway Management and Operations

Mark Steller Mark Steller Greater St. Louis Area Details
Mark Steller's Scottrade® Advisor Services Experience June 2014 - August 2015
Job Development Team Lead at Stifel Financial Corp.
Industry Internet
Experience
Stifel Financial Corp.  August 2015 - Present
Scottrade® Advisor Services   June 2014 - August 2015
Modular Process Control   March 2012 - June 2014
Applied Logic, Inc.   October 2009 - March 2012
Maritz, Inc  March 2007 - September 2009
Ajilon, Inc  September 2006 - February 2007
Distribution Control Systems Inc   March 2005 - September 2006
KPG, INC  August 2004 - March 2005
Great-West Healthcare  May 1999 - August 2004
General America Life Insurance   July 1998 - April 1999

Skills
C#, .NET, Java, Windows, WCF, JavaScript, ASP.NET, Web Services, XML, C++, SQL, jQuery, Visual Studio, Microsoft SQL Server, TFS, ASP, IIS, HTML, Visual Basic, T-SQL, SSIS, SSRS, VB.NET

Education
Webster UniversitySt   2002 — 2003
a BS, Computer Science

Jefferson College
AS, Computer Science

Jefferson College   1987 — 1994
Associates, Computer Science

Jeff Ragan Jeff Ragan Greater St. Louis Area Details
Jeff Ragan's Scottrade® Advisor Services Experience April 2014 - Present
Job Asst Vice President, Client Services at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   April 2014 - Present
Scottrade® Advisor Services   July 2012 - April 2014
JMC Wealth Management, Inc.   September 2005 - July 2012

Skills
Securities, Investments, Strategic Financial..., Sales, Series 7, FINRA, Hedging, Derivatives, Risk Management, Finance, Financial Modeling, Mutual Funds, Retirement Planning, Asset Allocation, Financial Services

Education
Saint Louis University   2013 — 2015
Master of Arts (M.A.), Leadership and Organizational Development

Southern Illinois University, Carbondale   1998 — 2003
B.S., Finance with Specializations in Financial Institutions and Real Estate

Jeremy Sanchez, AAMS® Jeremy Sanchez, AAMS® Greater Denver Area Details
Jeremy Sanchez, AAMS®'s Scottrade® Advisor Services Experience April 2015 - Present
Job Client Services Manager at Scotttrade Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   April 2015 - Present
Charles Schwab - Advisor Services  August 2007 - March 2015
Charles Schwab  2003 - August 2007
Rocky Mountain Securities & Investments   March 2000 - February 2003
Merrill Lynch  January 1997 - February 2000

Skills
Series 7, Trading, Options, Series 63, Equities, Securities, Mutual Funds, FINRA, Investments, Bloomberg, Retirement, Series 55, Series 9/10, Financial Services

Education
Regis University   1997 — 1999
MBA, Finance Accounting

Regis University   1992 — 1996
B.S., Mathematics & Business Administration

Marina Pelren Marina Pelren Greater Denver Area Details
Marina Pelren's Scottrade® Advisor Services Experience November 2014 - Present
Job Central Surveillance Principal (IA) at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   November 2014 - Present
Jackson National Life  August 2011 - November 2012
SagePoint Financial  December 2009 - July 2011
LPL Financial Services  May 2005 - December 2009

Skills
Series 7, Series 24, Series 66, Variable Annuities, Internal Audit, 529 Plans, Mutual Funds, Communication Skills, Policy and Procedure..., Informational Interviews, FINRA, Telecommuting, Uniform Combined State..., Series 63, 401k, Investment Advisory, Fixed Annuities, IRAs

Education
Point Loma Nazarene University   1993 — 1997
Bachelor of Arts (BA), Applied Communication

Dustin Corey Dustin Corey Saint Louis, Missouri Details
Dustin Corey's Scottrade® Advisor Services Experience March 2015 - Present
Job Business Development at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   March 2015 - Present
Wells Fargo Advisors  February 2013 - March 2015
Wells Fargo Advisors  September 2010 - February 2013
Wells Fargo Advisors  February 2010 - September 2010
Edward Jones  May 2009 - October 2009
Corporate Executive Board  July 2008 - February 2009
Corporate Executive Board  July 2007 - July 2008
Missouri House of Representatives  May 2006 - August 2006

Skills
Financial Analysis, Salesforce.com, Analysis, Finance, Financial Services, Leadership, Sales, Account Management, Research

Education
Emory University   2003 — 2007
Bachelor of Arts, Economics

Larry Tieu Larry Tieu Greater San Diego Area Details
Larry Tieu's Scottrade® Advisor Services Experience June 2008 - November 2011
Job ManagerPartner Relations at Farmers Insurance Open
Industry Sports
Experience
Bank of America  April 2014 - January 2015
ASEAN Basketball League   November 2012 - January 2014
BizzyDeals Inc.   September 2011 - March 2012
Scottrade® Advisor Services   June 2008 - November 2011

Skills
CRM, Management, Salesforce.com, Customer Service, Retail, Finance, Cross-functional Team..., Forecasting, Client Relations, Team Leadership, Social Media Marketing, Leadership, Microsoft Office, Sales, Microsoft Excel, Marketing

Education
San Diego State University-California State University
Master of Business Administration (MBA)

California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Denise Baldwin Casey Denise Baldwin Casey Greater St. Louis Area Details
Denise Baldwin Casey's Scottrade® Advisor Services Experience June 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade® Advisor Services   June 2010 - Present
Stifel, Nicolaus & Company   April 2007 - December 2008
Stifel, Nicolaus & Company   2007 - 2008

Skills
Series 7, Mutual Funds, Series 63, Investments, Retirement Planning, Equities, Securities, Portfolio Management, Retirement, Wealth Management, Fixed Annuities, Financial Services

Education
Macalester College
Economics/Agriculatural

University of Missouri-Saint Louis
CFP (College of Financial Planning curriculum)

Jeff Dilthey Jeff Dilthey Greater St. Louis Area Details
Jeff Dilthey's Scottrade® Advisor Services Experience January 2014 - Present
Job Business Development at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services   January 2014 - Present

Skills
Customer Service, Business Development, Problem Solving, Teamwork, Microsoft Office, Excel, Series 7, Series 63, Analysis, Finance, Time Management, Management, Insurance, Microsoft Excel

Education
Webster University   2013 — 2015

University of Missouri-Saint Louis   2001 — 2005
Bachelor of Science, Business Administration

Lafayette

Lafayette

omar korra omar korra Greater Denver Area Details
omar korra's Scottrade® Advisor Services Experience August 2012 - April 2013
Job ETL Developer
Industry Information Technology and Services
Experience
ShopAtHome.com  January 2015 - Present
HealthGrades  May 2014 - October 2014
Arrow Electronics  May 2013 - May 2014
Scottrade® Advisor Services   August 2012 - April 2013
Catalyst Repository Systems  July 2008 - July 2012
Catalyst Repository Systems  September 2008 - July 2010
Falcon Discovery  2007 - 2008

Skills
DTS, Stored Procedures, SQL Tuning, Data Manipulation, SSIS, Query Analyzer, Database Triggers, T-SQL, SSRS, Replication, Relational Databases, SQL Server Management..., SQL*Plus, Cubes, Microsoft Office, Database Design, ETL, MDX, Data Modeling, SQL

Education
Metropolitan State College of Denver   2002 — 2006
Bachelor's degree, Computer Information Systems

Ihor Chaykivskyy Ihor Chaykivskyy Charlotte, North Carolina Details
Ihor Chaykivskyy's Scottrade® Advisor Services Experience June 2012 - May 2013
Job Client Relationship Associate at The Vanguard Group at Vanguard
Industry Investment Management
Experience
Vanguard  August 2014 - Present
Department of Public Policy, Chapel Hill, NC   August 2012 - May 2013
Scottrade® Advisor Services   June 2012 - May 2013
University of North Carolina at Chapel Hill  2013 - 2013
Political Science Office, Chapel Hill, NC   September 2011 - May 2012

Skills
PC and MAC operating..., Microsoft Office Suite, STATA software, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C

Education
UNC Chapel Hill   2011 — 2013
Bachelor of Arts (BA), Double Major in Economics and Global Studies

Wake Technical Community College   2009 — 2011
Associate of Arts (AA), Economics