Scottrade® Advisor Services
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28 Scottrade® Advisor Services employees in database. Find out everything there's to know about Scottrade® Advisor Services 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® Advisor Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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