Scottrade Financial Services
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Scottrade Financial Services Employees
Employee
Years
Job
Industry
Susan Davis, CBAP Susan Davis, CBAP's Scottrade Financial Services Experience December 2008 - September 2011
Job Director IT Business Analysis and Quality Assurance Testing at Charter Communications
Industry Financial Services
Experience
Charter Communications March 2013 - Present
Charter Communications August 2011 - Present
Scottrade Financial Services December 2008 - September 2011
Scottrade, Inc. July 2004 - December 2008
Scottrade, Inc. January 2001 - July 2004
Scottrade, Inc. January 1999 - January 2001
Scottrade, Inc. September 1998 - January 1999
J.A. Glynn & Company 1997 - 1998
Securities America 1996 - 1997
Walnut Street Securities, Inc. 1994 - 1996
Skills
Full SDLC, Business Analysis..., Product Requirements..., Software Requirements, Business Requirements, Functional..., Use Case Analysis, Requirements..., Project Facilitation, Process Modeling, Data Mapping, IT Service Management, Case Tools, ITIL, eTOM, Telecommunications, Brokerage Operations, Mutual Funds, IRA, New Accounts, Digital Workflow, Electronic Funding, Series 7, Series 63, Certified Business..., IIBA BABOK, BABOK, Business Analysis, IIBA, Project Management, Business Process, Systems Analysis, Process Improvement, Management, User Acceptance Testing, Disaster Recovery, IT Strategy, IT Management, Testing, Leadership, SDLC, Visio, Vendor Management, Resource Management, Business Process..., PMO, Requirements Gathering, Training, Business Process..., Project Portfolio...
Education
Lindenwood University
MBA, Business, Finance
Lindenwood University
Bachlors of Business Administration, Finance, Accounting
Examination Institute Information Science
ITIL v. 3 Foundation
Institute of Certified Bankers
CISP, Certified IRA Services Professional
International Institute Business Analysis
CBAP, Certified Business Analysis Professional
International Software Testing Qualifications Board
CTFL, Certified Tester Foundation Level
National Association Securities Dealers
Certification, Series 7, Series 63
Charter Communications March 2013 - Present
Charter Communications August 2011 - Present
Scottrade Financial Services December 2008 - September 2011
Scottrade, Inc. July 2004 - December 2008
Scottrade, Inc. January 2001 - July 2004
Scottrade, Inc. January 1999 - January 2001
Scottrade, Inc. September 1998 - January 1999
J.A. Glynn & Company 1997 - 1998
Securities America 1996 - 1997
Walnut Street Securities, Inc. 1994 - 1996
Skills
Full SDLC, Business Analysis..., Product Requirements..., Software Requirements, Business Requirements, Functional..., Use Case Analysis, Requirements..., Project Facilitation, Process Modeling, Data Mapping, IT Service Management, Case Tools, ITIL, eTOM, Telecommunications, Brokerage Operations, Mutual Funds, IRA, New Accounts, Digital Workflow, Electronic Funding, Series 7, Series 63, Certified Business..., IIBA BABOK, BABOK, Business Analysis, IIBA, Project Management, Business Process, Systems Analysis, Process Improvement, Management, User Acceptance Testing, Disaster Recovery, IT Strategy, IT Management, Testing, Leadership, SDLC, Visio, Vendor Management, Resource Management, Business Process..., PMO, Requirements Gathering, Training, Business Process..., Project Portfolio...
Education
Lindenwood University
MBA, Business, Finance
Lindenwood University
Bachlors of Business Administration, Finance, Accounting
Examination Institute Information Science
ITIL v. 3 Foundation
Institute of Certified Bankers
CISP, Certified IRA Services Professional
International Institute Business Analysis
CBAP, Certified Business Analysis Professional
International Software Testing Qualifications Board
CTFL, Certified Tester Foundation Level
National Association Securities Dealers
Certification, Series 7, Series 63
Thomas Halbert Thomas Halbert's Scottrade Financial Services Experience April 2007 - Present
Job Regional Manager at Scottrade Financial Services
Industry Financial Services
Experience
Scottrade Financial Services April 2007 - Present
Scottrade Financial Services October 2003 - April 2007
Skills
Fluent Oral and Written..., FINRA Series 7, 63 and..., Current MO Life,..., Analysis, Business Development, Coaching, FINRA, Negotiation, Series 24, Series 63, Series 7, Business Intelligence, Financial Services, Investments, Mutual Funds, Securities Regulation, Trading Strategies, Personal Finance
Education
Duquesne University
B.A., Journalism
Saint Louis University
Graduate Studies in Business Administration
Syracuse University
East European Language Program Certification (Russian)
Scottrade Financial Services April 2007 - Present
Scottrade Financial Services October 2003 - April 2007
Skills
Fluent Oral and Written..., FINRA Series 7, 63 and..., Current MO Life,..., Analysis, Business Development, Coaching, FINRA, Negotiation, Series 24, Series 63, Series 7, Business Intelligence, Financial Services, Investments, Mutual Funds, Securities Regulation, Trading Strategies, Personal Finance
Education
Duquesne University
B.A., Journalism
Saint Louis University
Graduate Studies in Business Administration
Syracuse University
East European Language Program Certification (Russian)
Nancy Kaur Nancy Kaur's Scottrade Financial Services Experience August 2003 - July 2004
Job Team Leader at Alliant Asset Management
Industry Real Estate
Experience
Alliant Asset Management September 2012 - Present
Alliant Asset Management January 2008 - September 2012
Alliant Asset Management June 2007 - September 2012
Alliant Asset Management June 2007 - December 2007
Western Asset Management July 2005 - June 2007
Western Asset Management Company August 2004 - June 2007
Lowe's Home Improvement September 2003 - July 2004
Scottrade: Financial Services August 2003 - July 2004
Sears and Roebucks Company September 2002 - July 2003
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Asset Managment, Finance, QuickBooks, Cash Flow, Forecasting, Valuation, Auditing, Due Diligence
Education
University of South Alabama 2001 — 2004
Bachelor of Science, Accounting
Alliant Asset Management September 2012 - Present
Alliant Asset Management January 2008 - September 2012
Alliant Asset Management June 2007 - September 2012
Alliant Asset Management June 2007 - December 2007
Western Asset Management July 2005 - June 2007
Western Asset Management Company August 2004 - June 2007
Lowe's Home Improvement September 2003 - July 2004
Scottrade: Financial Services August 2003 - July 2004
Sears and Roebucks Company September 2002 - July 2003
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Asset Managment, Finance, QuickBooks, Cash Flow, Forecasting, Valuation, Auditing, Due Diligence
Education
University of South Alabama 2001 — 2004
Bachelor of Science, Accounting
Donald Plungis Donald Plungis's Scottrade Financial Services Experience April 2007 - November 2007
Job Inventory Specialist/Lead at Apple
Industry Retail
Experience
Apple - San Francisco Flagship Store May 2015 - Present
ShowsIGoTo.com August 2014 - May 2015
Apple - Central Florida Market February 2014 - May 2015
Apple - Mall at Millenia April 2012 - May 2015
Apple November 2010 - March 2012
University of Central Florida August 2010 - August 2011
Apple June 2010 - November 2010
University of Central Florida January 2010 - August 2010
Scottrade November 2007 - February 2010
Scottrade Financial Services April 2007 - November 2007
Skills
Social Media, Microsoft Office, Research, Data Analysis, Customer Service, Facebook, Public Speaking, PowerPoint, Social Networking, Mac, Sales, Editing, Team Leadership, Microsoft Excel, Retail, Leadership, Access, Photoshop, Teaching, Microsoft Word, Strategic Planning
Education
University of Central Florida 2009 — 2014
Master's Degree, Political Science, Political Analysis and Policy
University of Central Florida 2004 — 2007
Bachelor of Arts, Economics, Political Science - Comparative Studies, Mass Communications (minor)
University of South Florida 2003 — 2004
Apple - San Francisco Flagship Store May 2015 - Present
ShowsIGoTo.com August 2014 - May 2015
Apple - Central Florida Market February 2014 - May 2015
Apple - Mall at Millenia April 2012 - May 2015
Apple November 2010 - March 2012
University of Central Florida August 2010 - August 2011
Apple June 2010 - November 2010
University of Central Florida January 2010 - August 2010
Scottrade November 2007 - February 2010
Scottrade Financial Services April 2007 - November 2007
Skills
Social Media, Microsoft Office, Research, Data Analysis, Customer Service, Facebook, Public Speaking, PowerPoint, Social Networking, Mac, Sales, Editing, Team Leadership, Microsoft Excel, Retail, Leadership, Access, Photoshop, Teaching, Microsoft Word, Strategic Planning
Education
University of Central Florida 2009 — 2014
Master's Degree, Political Science, Political Analysis and Policy
University of Central Florida 2004 — 2007
Bachelor of Arts, Economics, Political Science - Comparative Studies, Mass Communications (minor)
University of South Florida 2003 — 2004
Neal Carlton Neal Carlton's Scottrade Financial Services Experience May 2003 - December 2004
Job Director of Membership at Texas Oil & Gas Association
Industry Government Relations
Experience
Texas Oil & Gas Association September 2015 - Present
Texas Department of Agriculture April 2014 - September 2015
Texas Department of Agriculture December 2010 - April 2014
RH Strategies February 2009 - April 2010
Department of the Treasury September 2007 - January 2009
US House of Representatives April 2005 - September 2007
US House of Representatives January 2005 - April 2005
Scottrade Financial Services May 2003 - December 2004
Skills
Legislative Relations, Public Policy, Policy Analysis, Legislation, Government, Politics, Policy, Public Speaking, Speech Writing, Public Relations, Fundraising, Financial Education, Customer Service, Project Planning, Analysis, Political Campaigns, Research, Leadership, Strategic Communications, Legislative Research, Grassroots Organizing, Nonprofits, Public Affairs, Governmental Affairs, Economic Development, International Relations, Political Communication
Education
Georgetown University 2006 — 2006
Certificate, Financial Planning
Texas Tech University 2000 — 2004
BA, Economics, Secondary Education
Texas Oil & Gas Association September 2015 - Present
Texas Department of Agriculture April 2014 - September 2015
Texas Department of Agriculture December 2010 - April 2014
RH Strategies February 2009 - April 2010
Department of the Treasury September 2007 - January 2009
US House of Representatives April 2005 - September 2007
US House of Representatives January 2005 - April 2005
Scottrade Financial Services May 2003 - December 2004
Skills
Legislative Relations, Public Policy, Policy Analysis, Legislation, Government, Politics, Policy, Public Speaking, Speech Writing, Public Relations, Fundraising, Financial Education, Customer Service, Project Planning, Analysis, Political Campaigns, Research, Leadership, Strategic Communications, Legislative Research, Grassroots Organizing, Nonprofits, Public Affairs, Governmental Affairs, Economic Development, International Relations, Political Communication
Education
Georgetown University 2006 — 2006
Certificate, Financial Planning
Texas Tech University 2000 — 2004
BA, Economics, Secondary Education
Danielle Furlong Danielle Furlong's Scottrade Financial Services Experience December 2012 - February 2013
Job Mutual Fund Omnibus at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2013 - Present
Scottrade Financial Services December 2012 - February 2013
Scottrade Financial Services May 2011 - December 2012
American Eagle Outfitters August 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Compass, SharePoint, Outlook, Teamwork, Sales, Fundraising, CRM, Microsoft Office, Time Management, Customer Service, Public Speaking, Leadership, Access, Team Building, Team Leadership, Finance
Education
University of North Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Coggin College of Business, AACSB Accredited
Bachelor of Business Administration, Business Management
University of North Florida - College of Business Administration 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pershing, a BNY Mellon company June 2013 - Present
Scottrade Financial Services December 2012 - February 2013
Scottrade Financial Services May 2011 - December 2012
American Eagle Outfitters August 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Compass, SharePoint, Outlook, Teamwork, Sales, Fundraising, CRM, Microsoft Office, Time Management, Customer Service, Public Speaking, Leadership, Access, Team Building, Team Leadership, Finance
Education
University of North Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Coggin College of Business, AACSB Accredited
Bachelor of Business Administration, Business Management
University of North Florida - College of Business Administration 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michael Kuligowski, MBA Michael Kuligowski, MBA's Scottrade Financial Services Experience January 2009 - March 2013
Job Entrepreneur
Industry Financial Services
Experience
Comfort Keepers September 2013 - Present
Merrill Lynch April 2013 - September 2013
Scottrade Financial Services January 2009 - March 2013
UBS Financial Services July 2008 - December 2008
J.D. Power and Associates June 2007 - January 2008
Skills
Series 7, Series 63, FINRA, ETFs, Uniform Combined State..., Securities, Mutual Funds, Equities, Equity Trading, Options, Fixed Income, Bonds, Wealth Management, Investments, Asset Allocation, Securities Trading, Fixed Income Trading, REITs, Financial Advisory, Trading, Derivatives, Investment Advisory, Investment Strategies
Education
Walsh College 2010 — 2012
Master of Business Administration (MBA), International Business
Oakland University 2007 — 2009
Bachelor of Science (B.S.), Finance
Comfort Keepers September 2013 - Present
Merrill Lynch April 2013 - September 2013
Scottrade Financial Services January 2009 - March 2013
UBS Financial Services July 2008 - December 2008
J.D. Power and Associates June 2007 - January 2008
Skills
Series 7, Series 63, FINRA, ETFs, Uniform Combined State..., Securities, Mutual Funds, Equities, Equity Trading, Options, Fixed Income, Bonds, Wealth Management, Investments, Asset Allocation, Securities Trading, Fixed Income Trading, REITs, Financial Advisory, Trading, Derivatives, Investment Advisory, Investment Strategies
Education
Walsh College 2010 — 2012
Master of Business Administration (MBA), International Business
Oakland University 2007 — 2009
Bachelor of Science (B.S.), Finance
Joshua Kline's Scottrade Financial Services Experience January 2010 - August 2011
Job Underwriter at Medical Protective
Industry Financial Services
Experience
Medical Protective December 2014 - Present
Medical Protective August 2011 - December 2014
Scottrade Financial Services January 2010 - August 2011
Centennial Wireless January 2008 - October 2008
Skills
Microsoft Word, Microsoft Excel, Insurance, Finance, Access, Customer Service, Commercial Insurance, Financial Analysis, Liability, Property, Risk Management
Education
Indiana University—Purdue University Fort Wayne 2006 — 2011
Bachelors of Science, Business Economics and Public Policy
Medical Protective December 2014 - Present
Medical Protective August 2011 - December 2014
Scottrade Financial Services January 2010 - August 2011
Centennial Wireless January 2008 - October 2008
Skills
Microsoft Word, Microsoft Excel, Insurance, Finance, Access, Customer Service, Commercial Insurance, Financial Analysis, Liability, Property, Risk Management
Education
Indiana University—Purdue University Fort Wayne 2006 — 2011
Bachelors of Science, Business Economics and Public Policy
Brad DuBois Brad DuBois's Scottrade Financial Services Experience May 1999 - April 2004
Job Realtor at Dilbeck Real Estate
Industry Design
Experience
Periwinkle Design and Production RealtorDilbeck Real EstateMay 2011 - Present
Scottrade Financial Services May 1999 - April 2004
Education
Loyola Marymount University 1986 — 1989
BS, Economics
Otis College of Art and Design
graphic design
Periwinkle Design and Production RealtorDilbeck Real EstateMay 2011 - Present
Scottrade Financial Services May 1999 - April 2004
Education
Loyola Marymount University 1986 — 1989
BS, Economics
Otis College of Art and Design
graphic design
Scott Kelley, AIF® Scott Kelley, AIF®'s Scottrade Financial Services Experience January 2004 - January 2006
Job Vice President, Senior Retirement Consultant DCIO at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2010 - Present
OppenheimerFunds June 2008 - December 2010
OppenheimerFunds January 2007 - June 2008
Ameriprise Financial January 2006 - November 2006
Scottrade Financial Services January 2004 - January 2006
Ameriprise Financial Advisors January 2002 - June 2003
Skills
Asset Allocation, Fixed Income, Consultative Selling, Portfolio Optimization, Customer Relations, 401k, Territory Development, Territory Management, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Defined Benefit, Sales Prospecting, Presentations, Presentation Design, Sales Presentations, Presentation Coaching, Practice Management, Economics, Investments, Business Travel, Morningstar, Mutual Funds, Global Investment, Continuing Education, Modern Portfolio Theory, Wealth Management, Customer Service, Selling, Equities, Uniform Combined State..., Financial Services, Series 63, Series 7
Education
Oregon State University 1999 — 2003
BS, Business: Finance
Lakeridge High School 1993 — 1997
OppenheimerFunds December 2010 - Present
OppenheimerFunds June 2008 - December 2010
OppenheimerFunds January 2007 - June 2008
Ameriprise Financial January 2006 - November 2006
Scottrade Financial Services January 2004 - January 2006
Ameriprise Financial Advisors January 2002 - June 2003
Skills
Asset Allocation, Fixed Income, Consultative Selling, Portfolio Optimization, Customer Relations, 401k, Territory Development, Territory Management, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Defined Benefit, Sales Prospecting, Presentations, Presentation Design, Sales Presentations, Presentation Coaching, Practice Management, Economics, Investments, Business Travel, Morningstar, Mutual Funds, Global Investment, Continuing Education, Modern Portfolio Theory, Wealth Management, Customer Service, Selling, Equities, Uniform Combined State..., Financial Services, Series 63, Series 7
Education
Oregon State University 1999 — 2003
BS, Business: Finance
Lakeridge High School 1993 — 1997
Christine Yem Christine Yem's Scottrade Financial Services Experience 2010 - 2014
Job Financial Analyst | Business Analyst | Business Operations Analyst
Industry Financial Services
Experience
Parametric Portfolio Associates 2014 - Present
Scottrade Financial Services 2010 - 2014
AXA Advisors 2009 - 2010
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Analysis, Investments, Portfolio Management, Leadership, Financial Services, Management, Marketing, Cross-functional Team..., Client Development, Business Strategy, Reporting, Expense Reports, Expenses, Financial Accounting, Financial Modeling, Communication, Data Analysis, Revenue Analysis, Process Improvement, Business Process, Business Process..., Analytics, Strategic Planning, Budgets, Budget Management, Budget Forecasts, Operating Budgets, Project Management, Payment Systems, Payments
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Westminster College 2007 — 2008
Bachelor’s of Science, Financial Services
Parametric Portfolio Associates 2014 - Present
Scottrade Financial Services 2010 - 2014
AXA Advisors 2009 - 2010
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Analysis, Investments, Portfolio Management, Leadership, Financial Services, Management, Marketing, Cross-functional Team..., Client Development, Business Strategy, Reporting, Expense Reports, Expenses, Financial Accounting, Financial Modeling, Communication, Data Analysis, Revenue Analysis, Process Improvement, Business Process, Business Process..., Analytics, Strategic Planning, Budgets, Budget Management, Budget Forecasts, Operating Budgets, Project Management, Payment Systems, Payments
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Westminster College 2007 — 2008
Bachelor’s of Science, Financial Services
Leanne Karr, CFP®'s Scottrade Financial Services Experience August 2002 - September 2003
Job AVP at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank April 2012 - Present
Bernstein Global Wealth Mgmt July 2008 - April 2012
JPMorgan Chase January 2007 - July 2008
New York Life Insurance Company May 2004 - January 2007
Scottrade Financial Services August 2002 - September 2003
Skills
Series 7, Private Banking, High Net Worth..., Financial Planning, Financial Advisory, CFP, Strategic Financial..., Retirement Planning, Investment Strategies, Investments, Finance, Credit, Series 63, Mutual Funds, Wealth Management, Financial Services
Education
Temple University 2011 — 2012
CFP Ceritfication, CERTIFIED FINANCIAL PLANNER™
University of Delaware 2000 — 2004
Bachelor of Science, Business Administration; Finance
Deutsche Bank April 2012 - Present
Bernstein Global Wealth Mgmt July 2008 - April 2012
JPMorgan Chase January 2007 - July 2008
New York Life Insurance Company May 2004 - January 2007
Scottrade Financial Services August 2002 - September 2003
Skills
Series 7, Private Banking, High Net Worth..., Financial Planning, Financial Advisory, CFP, Strategic Financial..., Retirement Planning, Investment Strategies, Investments, Finance, Credit, Series 63, Mutual Funds, Wealth Management, Financial Services
Education
Temple University 2011 — 2012
CFP Ceritfication, CERTIFIED FINANCIAL PLANNER™
University of Delaware 2000 — 2004
Bachelor of Science, Business Administration; Finance
Seth Maulfair Seth Maulfair's Scottrade Financial Services Experience May 2008 - Present
Job Investment Consultant at Scottrade Financial Services
Industry Financial Services
Experience
Scottrade Financial Services May 2008 - Present
Scottrade Financial Services May 2007 - May 2008
Paradise Springs 2004 - 2007
John H. Reigle Excavation 2003 - 2004
Jay Vending Co. 1998 - 2003
Skills
FINRA, SharePoint, Experienced in..., Microsoft Excel, PowerPoint, Siebel CRM, Investments, Portfolio Management
Education
Penn State University 2006 — 2008
Bachelor's degree, Finance
Harrisburg Area Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Scottrade Financial Services May 2008 - Present
Scottrade Financial Services May 2007 - May 2008
Paradise Springs 2004 - 2007
John H. Reigle Excavation 2003 - 2004
Jay Vending Co. 1998 - 2003
Skills
FINRA, SharePoint, Experienced in..., Microsoft Excel, PowerPoint, Siebel CRM, Investments, Portfolio Management
Education
Penn State University 2006 — 2008
Bachelor's degree, Finance
Harrisburg Area Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Zach Lauzon Zach Lauzon's Scottrade Financial Services Experience July 2011 - June 2012
Job Relationship Manager at Richard Brothers Financial Advisors
Industry Financial Services
Experience
Richard Brothers Financial Advisors September 2012 - Present
Scottrade Financial Services July 2011 - June 2012
Skills
Financial Planners, Financial Services, Wealth Management, Investments, Mutual Funds, Public Speaking, Financial Planning, Outlook, Social Media, Team Building
Education
St. Joseph's College (ME) 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Biddeford High School 2004 — 2008
High School Diploma
Richard Brothers Financial Advisors September 2012 - Present
Scottrade Financial Services July 2011 - June 2012
Skills
Financial Planners, Financial Services, Wealth Management, Investments, Mutual Funds, Public Speaking, Financial Planning, Outlook, Social Media, Team Building
Education
St. Joseph's College (ME) 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Biddeford High School 2004 — 2008
High School Diploma
Derrick Wu Derrick Wu's Scottrade Financial Services Experience September 2010 - Present
Job Investment Consultant, Web and Software Developer.
Industry Financial Services
Experience
Scottrade Financial Services September 2010 - Present
Dev Bootcamp October 2014 - March 2015
St. John's University January 2009 - August 2010
Citi July 2007 - August 2007
Skills
Financial Analysis, Option Pricing Models, Alternative Investments, Stock Trading, Financial Accounting, Fixed Income, Equity Valuation, Ruby, Ruby on Rails, HTML, Git, JavaScript, SQL, RSpec, CSS, jQuery, OOP, Test Driven Development, Algorithms, SQLite, Microsoft Word, Sinatra, MongoDB, R, Matlab, VBA, Python, C++
Education
City University of New York-Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dev Bootcamp
Computer Software Engineering
Scottrade Financial Services September 2010 - Present
Dev Bootcamp October 2014 - March 2015
St. John's University January 2009 - August 2010
Citi July 2007 - August 2007
Skills
Financial Analysis, Option Pricing Models, Alternative Investments, Stock Trading, Financial Accounting, Fixed Income, Equity Valuation, Ruby, Ruby on Rails, HTML, Git, JavaScript, SQL, RSpec, CSS, jQuery, OOP, Test Driven Development, Algorithms, SQLite, Microsoft Word, Sinatra, MongoDB, R, Matlab, VBA, Python, C++
Education
City University of New York-Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dev Bootcamp
Computer Software Engineering
Rohit Kohli's Scottrade Financial Services Experience February 2009 - April 2010
Job Senior Partnerships Consultant at LeagueApps
Industry Sports
Experience
LeagueApps August 2014 - Present
LeagueApps July 2013 - August 2014
Pluto Mobile September 2012 - July 2013
Interventure Advisors February 2011 - May 2011
Needham & Company September 2010 - February 2011
Scottrade Financial Services February 2009 - April 2010
Credit Suisse May 2008 - August 2008
VJ Technologies Inc September 2005 - May 2008
Skills
Financial Modeling, Forecasting, Investment Banking, Equities, Private Equity, Business Development, Start-ups, Mobile Infrastructure, Analysis, Management, Budgets, Microsoft Excel, Marketing, Investments, Strategy, Social Media, Microsoft Office, Sales
Education
State University of New York at Stony Brook 2006 — 2010
BA, Economics & Finance
LeagueApps August 2014 - Present
LeagueApps July 2013 - August 2014
Pluto Mobile September 2012 - July 2013
Interventure Advisors February 2011 - May 2011
Needham & Company September 2010 - February 2011
Scottrade Financial Services February 2009 - April 2010
Credit Suisse May 2008 - August 2008
VJ Technologies Inc September 2005 - May 2008
Skills
Financial Modeling, Forecasting, Investment Banking, Equities, Private Equity, Business Development, Start-ups, Mobile Infrastructure, Analysis, Management, Budgets, Microsoft Excel, Marketing, Investments, Strategy, Social Media, Microsoft Office, Sales
Education
State University of New York at Stony Brook 2006 — 2010
BA, Economics & Finance
Paul Goralski's Scottrade Financial Services Experience December 2005 - June 2007
Job Financial Analyst at Boise Paper a Division of Packaging Corporation of America
Industry Financial Services
Experience
Boise Paper a Division of Packaging Corporation of America June 2015 - Present
Washington Trust Bank September 2012 - June 2015
Standard & Poor's July 2007 - March 2012
Scottrade Financial Services December 2005 - June 2007
Hall Farley Oberrecht & Blanton April 2005 - May 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Credit Analysis, Capital Markets, Fixed Income, Valuation, Structured Finance, Due Diligence, Economics, Microsoft Excel, Data Analysis, PowerPoint, Research, Corporate Finance, Securities, Securitization, Statistics, Credit Risk, Derivatives, Analysis, Bonds, Market Research, Structured Products, Investment Banking, Financial Risk, ABS, Financial Markets, Credit, Ratings, VBA, Equities, Investments, Risk Management, Asset Management, Financial Structuring
Education
Boise State University 2003 — 2007
Associate’s Degree, Criminal Justice
Boise State University 2003 — 2007
Bachelor’s Degree, Finance, General
Boise Paper a Division of Packaging Corporation of America June 2015 - Present
Washington Trust Bank September 2012 - June 2015
Standard & Poor's July 2007 - March 2012
Scottrade Financial Services December 2005 - June 2007
Hall Farley Oberrecht & Blanton April 2005 - May 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Credit Analysis, Capital Markets, Fixed Income, Valuation, Structured Finance, Due Diligence, Economics, Microsoft Excel, Data Analysis, PowerPoint, Research, Corporate Finance, Securities, Securitization, Statistics, Credit Risk, Derivatives, Analysis, Bonds, Market Research, Structured Products, Investment Banking, Financial Risk, ABS, Financial Markets, Credit, Ratings, VBA, Equities, Investments, Risk Management, Asset Management, Financial Structuring
Education
Boise State University 2003 — 2007
Associate’s Degree, Criminal Justice
Boise State University 2003 — 2007
Bachelor’s Degree, Finance, General
Sharan Kalra, CPA Sharan Kalra, CPA's Scottrade Financial Services Experience 2005 - 2005
Job Director, Accounting and Analysis at Avalon Healthcare Solutions
Industry Accounting
Experience
Avalon Healthcare Solutions June 2015 - Present
Health Insurance Innovations Inc (HIIQ) September 2012 - June 2015
Ernst & Young 2010 - 2012
Fidelity Information Services 2009 - 2010
Hacker, Johnson & Smith PA 2006 - 2009
Scottrade Financial Services 2005 - 2005
Skills
Internal Controls, GAAP, Auditing, Internal Audit, External Audit, Accounts Payable, SEC filings, US GAAP, Management, Sarbanes-Oxley Act, Financial Reporting, Business Process, Accounting, CPA, Investments, Financial Accounting, Banking, QuickBooks, Account Reconciliation, General Ledger, Financial Analysis, Payroll, Budgets, Sarbanes-Oxley, Tax, SOX 404, Assurance, IFRS, Hyperion Enterprise, Financial Statements, Cost Accounting, Financial Audits, Managerial Finance, Tax Accounting, Journal Entries, Cash Flow
Education
University of South Florida
B.S, Finance
University of South Florida
B.S, Accounting
Avalon Healthcare Solutions June 2015 - Present
Health Insurance Innovations Inc (HIIQ) September 2012 - June 2015
Ernst & Young 2010 - 2012
Fidelity Information Services 2009 - 2010
Hacker, Johnson & Smith PA 2006 - 2009
Scottrade Financial Services 2005 - 2005
Skills
Internal Controls, GAAP, Auditing, Internal Audit, External Audit, Accounts Payable, SEC filings, US GAAP, Management, Sarbanes-Oxley Act, Financial Reporting, Business Process, Accounting, CPA, Investments, Financial Accounting, Banking, QuickBooks, Account Reconciliation, General Ledger, Financial Analysis, Payroll, Budgets, Sarbanes-Oxley, Tax, SOX 404, Assurance, IFRS, Hyperion Enterprise, Financial Statements, Cost Accounting, Financial Audits, Managerial Finance, Tax Accounting, Journal Entries, Cash Flow
Education
University of South Florida
B.S, Finance
University of South Florida
B.S, Accounting
Iliyan Georgiev's Scottrade Financial Services Experience January 2005 - January 2006
Job Real Estate Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group April 2015 - Present
Group Fox Property Management October 2008 - April 2015
Mercer HR Consulting August 2006 - August 2008
Scottrade Financial Services January 2005 - January 2006
Skills
Real Estate, Residential Rentals, Microsoft Office, Real Property, Rentals, HUD, Wholesale Real Estate, Sales
Education
University of Central Oklahoma 2001 — 2005
Finance, 3.81/4.00
Berkshire Hathaway HomeServices KoenigRubloff Realty Group April 2015 - Present
Group Fox Property Management October 2008 - April 2015
Mercer HR Consulting August 2006 - August 2008
Scottrade Financial Services January 2005 - January 2006
Skills
Real Estate, Residential Rentals, Microsoft Office, Real Property, Rentals, HUD, Wholesale Real Estate, Sales
Education
University of Central Oklahoma 2001 — 2005
Finance, 3.81/4.00
Sue Dauer's Scottrade Financial Services Experience November 2007 - Present
Job HRIS Manager at Scottrade
Industry Financial Services
Experience
Scottrade Financial Services November 2007 - Present
Scottrade Financial Services May 2006 - November 2007
Scottrade Financial Services March 1999 - May 2006
law office September 1995 - October 1998
Skills
Software Documentation, Talent Acquisition, HRIS, Human Resources, Employee Benefits, Onboarding, Process Improvement, Employee Relations, Analysis, SDLC, SharePoint, Integration, Personnel Management, ADP Payroll, PeopleSoft, Project Management, Vendor Management, Business Process..., Applicant Tracking..., Analytics, Performance Management
Education
Fontbonne University 2002 — 2006
BBA, Business
Scottrade Financial Services November 2007 - Present
Scottrade Financial Services May 2006 - November 2007
Scottrade Financial Services March 1999 - May 2006
law office September 1995 - October 1998
Skills
Software Documentation, Talent Acquisition, HRIS, Human Resources, Employee Benefits, Onboarding, Process Improvement, Employee Relations, Analysis, SDLC, SharePoint, Integration, Personnel Management, ADP Payroll, PeopleSoft, Project Management, Vendor Management, Business Process..., Applicant Tracking..., Analytics, Performance Management
Education
Fontbonne University 2002 — 2006
BBA, Business
Sam Woolford's Scottrade Financial Services Experience November 1999 - January 2002
Job Vice President, Development & Finance at Digital 3 Printing
Industry Financial Services
Experience
Digital 3 Printing January 2015 - Present
Alliance Data March 2014 - July 2014
Alliance Data April 2013 - March 2014
Alliance Data April 2012 - March 2013
Alliance Data November 2010 - April 2012
Woolf Advisory Group, LLC February 2009 - October 2010
U.S. Department of Defense July 2009 - January 2010
Alare Capital Securities September 2007 - December 2008
Ameristar Information Network November 2002 - January 2005
Scottrade Financial Services November 1999 - January 2002
Skills
Hyperion Strategic..., Financial Modeling, Capital Markets, Consumer Products, Hyperion Enterprise, Modeling, Industrial Sector, Financial Services, Strategic Planning, Mergers & Acquisitions, Strategy, Financial Analysis, Analysis, Analytics, Valuation, Risk Management, Competitive Analysis, Strategic Financial..., Forecasting, Private Equity, Finance, Investment Banking, Credit, Venture Capital, Internal Audit, Investments, Business Intelligence, Management, Financial Reporting, Financial Planning
Education
Arizona State University 2006 — 2008
MBA, Financial Management and Markets
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Financial Management and Markets - Full Time Program
Arizona State University - W. P. Carey School of Business 2006 — 2008
Master, Business AdministrationFinancial Management and Markets
Texas Christian University 1995 — 2000
BS, Political Science
Texas Christian University 1995 — 2000
Bachelor of Science, Political Science
Digital 3 Printing January 2015 - Present
Alliance Data March 2014 - July 2014
Alliance Data April 2013 - March 2014
Alliance Data April 2012 - March 2013
Alliance Data November 2010 - April 2012
Woolf Advisory Group, LLC February 2009 - October 2010
U.S. Department of Defense July 2009 - January 2010
Alare Capital Securities September 2007 - December 2008
Ameristar Information Network November 2002 - January 2005
Scottrade Financial Services November 1999 - January 2002
Skills
Hyperion Strategic..., Financial Modeling, Capital Markets, Consumer Products, Hyperion Enterprise, Modeling, Industrial Sector, Financial Services, Strategic Planning, Mergers & Acquisitions, Strategy, Financial Analysis, Analysis, Analytics, Valuation, Risk Management, Competitive Analysis, Strategic Financial..., Forecasting, Private Equity, Finance, Investment Banking, Credit, Venture Capital, Internal Audit, Investments, Business Intelligence, Management, Financial Reporting, Financial Planning
Education
Arizona State University 2006 — 2008
MBA, Financial Management and Markets
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Financial Management and Markets - Full Time Program
Arizona State University - W. P. Carey School of Business 2006 — 2008
Master, Business AdministrationFinancial Management and Markets
Texas Christian University 1995 — 2000
BS, Political Science
Texas Christian University 1995 — 2000
Bachelor of Science, Political Science
Dara L's Scottrade Financial Services Experience 2002 - 2004
Job Financial/Performance Analyst – MA, BBA
Industry Oil & Energy
Experience
Confidential 2007 - Present
Wells Fargo Bank NA 2006 - 2007
Scottrade Financial Services 2002 - 2004
Skills
Forecasting, Accounting, Accounts Receivable, General Ledger, Budgeting, SAP, Financial Analysis, PowerPoint, Peachtree, Microsoft Office, SQL, Debit, Variance Analysis, Financial Modeling, Reconciliation, Accruals, Budget Analysis, Accounts Payable
Education
Texas Southern University
Bachelor of Business Administration, Finance
University of Phoenix
Master of Arts, Organizational Management
Confidential 2007 - Present
Wells Fargo Bank NA 2006 - 2007
Scottrade Financial Services 2002 - 2004
Skills
Forecasting, Accounting, Accounts Receivable, General Ledger, Budgeting, SAP, Financial Analysis, PowerPoint, Peachtree, Microsoft Office, SQL, Debit, Variance Analysis, Financial Modeling, Reconciliation, Accruals, Budget Analysis, Accounts Payable
Education
Texas Southern University
Bachelor of Business Administration, Finance
University of Phoenix
Master of Arts, Organizational Management
Ryan Fowler MBA's Scottrade Financial Services Experience November 1998 - October 2013
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Scottrade Financial Services November 1998 - October 2013
Skills
Analysis, Due Diligence, Microsoft Excel, Customer Service, PowerPoint, Project Management, Microsoft Word, Budgets, Outlook, Microsoft Office, Strategic Planning, Real Estate, Team Building, Public Speaking, Contract Negotiation, Series 7, Series 63, Negotiation, Project Planning, Investment Properties
Education
Arizona State University 2005 — 2006
MBA, FINANCE
University of Utah 1995 — 1999
Bachelor's degree, Finance, General
Fidelity Investments October 2013 - Present
Scottrade Financial Services November 1998 - October 2013
Skills
Analysis, Due Diligence, Microsoft Excel, Customer Service, PowerPoint, Project Management, Microsoft Word, Budgets, Outlook, Microsoft Office, Strategic Planning, Real Estate, Team Building, Public Speaking, Contract Negotiation, Series 7, Series 63, Negotiation, Project Planning, Investment Properties
Education
Arizona State University 2005 — 2006
MBA, FINANCE
University of Utah 1995 — 1999
Bachelor's degree, Finance, General
Lisa Breitweiser's Scottrade Financial Services Experience January 2009 - February 2010
Job Project Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Scottrade Financial Services January 2009 - February 2010
Wachovia Securities, LLC May 2005 - January 2009
Skills
Quality Center, Test Planning, User Acceptance Testing, Software Quality..., Defect Tracking, Test Cases, SDLC, System Testing, Quality Assurance, Testing, Requirements Gathering, Requirements Analysis, Visio, Business Requirements
Education
Southern Illinois University, Edwardsville 2010 — 2012
Master of Business Administration (MBA), Project Management
Southern Illinois University, Edwardsville 2001 — 2003
B.S., Computer Management and Information Systems
Scottrade November 2011 - Present
Scottrade Financial Services January 2009 - February 2010
Wachovia Securities, LLC May 2005 - January 2009
Skills
Quality Center, Test Planning, User Acceptance Testing, Software Quality..., Defect Tracking, Test Cases, SDLC, System Testing, Quality Assurance, Testing, Requirements Gathering, Requirements Analysis, Visio, Business Requirements
Education
Southern Illinois University, Edwardsville 2010 — 2012
Master of Business Administration (MBA), Project Management
Southern Illinois University, Edwardsville 2001 — 2003
B.S., Computer Management and Information Systems
Bill Watras's Scottrade Financial Services Experience May 2010 - February 2011
Job Private Client Advisor J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Charles Schwab December 2013 - July 2015
Charles Schwab October 2012 - December 2013
Scottrade January 2011 - September 2012
Scottrade Financial Services May 2010 - February 2011
Education
College for Financial Planning 2012 — 2013
Accredited Asset Management Specialist
California State University, Fresno 2006 — 2010
Business Administration, Marketing and Finance
J.P. Morgan July 2015 - Present
Charles Schwab December 2013 - July 2015
Charles Schwab October 2012 - December 2013
Scottrade January 2011 - September 2012
Scottrade Financial Services May 2010 - February 2011
Education
College for Financial Planning 2012 — 2013
Accredited Asset Management Specialist
California State University, Fresno 2006 — 2010
Business Administration, Marketing and Finance
Fang He's Scottrade Financial Services Experience July 2014 - January 2015
Job Quantitative Risk Analyst, Ph.D., ERP
Industry Financial Services
Experience
USAA Federal Savings Bank January 2015 - Present
Scottrade Financial Services July 2014 - January 2015
Peabody Energy October 2010 - June 2014
Peabody Energy January 2010 - October 2010
Duke Energy Corporation June 2008 - October 2008
Skills
Financial Modeling, Valuation, VBA, Financial Analysis, Risk Management, Bloomberg, Derivatives, Risk Analysis, Trading, Commodities, Energy, Risk Assessment, Quantitative Analysis, Matlab, SQL, Statistics, Commodity, Commodity Markets, Market Risk, Quantitative Analytics, Investment Banking
Education
Southern Illinois University, Carbondale
Doctor of Philosophy (Ph.D.), MIS, Finance
Washington University in St. Louis - Olin Business School
Master's Degree, Accounting
USAA Federal Savings Bank January 2015 - Present
Scottrade Financial Services July 2014 - January 2015
Peabody Energy October 2010 - June 2014
Peabody Energy January 2010 - October 2010
Duke Energy Corporation June 2008 - October 2008
Skills
Financial Modeling, Valuation, VBA, Financial Analysis, Risk Management, Bloomberg, Derivatives, Risk Analysis, Trading, Commodities, Energy, Risk Assessment, Quantitative Analysis, Matlab, SQL, Statistics, Commodity, Commodity Markets, Market Risk, Quantitative Analytics, Investment Banking
Education
Southern Illinois University, Carbondale
Doctor of Philosophy (Ph.D.), MIS, Finance
Washington University in St. Louis - Olin Business School
Master's Degree, Accounting
Sharifa Hunter's Scottrade Financial Services Experience July 2006 - January 2007
Job Attorney at Hunter Taubman Weiss LLP
Industry Law Practice
Experience
Hunter Taubman Weiss LLP June 2012 - Present
The Honorable Robert Rosenberg (17th Judicial Circuit Court of Florida) June 2011 - August 2011
The Smiley IP Law Group, P.A. May 2011 - July 2011
Leser Hunter Taubman & Taubman, PLLC 2007 - 2011
Scottrade Financial Services July 2006 - January 2007
Washington Mutual Bank February 2006 - June 2006
Education
Nova Southeastern University 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Nova Southeastern University—Shepard Broad Law Center 2008 — 2012
Juris Doctor (J.D.)
Hunter Taubman Weiss LLP June 2012 - Present
The Honorable Robert Rosenberg (17th Judicial Circuit Court of Florida) June 2011 - August 2011
The Smiley IP Law Group, P.A. May 2011 - July 2011
Leser Hunter Taubman & Taubman, PLLC 2007 - 2011
Scottrade Financial Services July 2006 - January 2007
Washington Mutual Bank February 2006 - June 2006
Education
Nova Southeastern University 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Nova Southeastern University—Shepard Broad Law Center 2008 — 2012
Juris Doctor (J.D.)
Ryan Causey, CRC's Scottrade Financial Services Experience September 2006 - May 2008
Job US Loan Reviewer BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2014 - Present
Western Alliance Bancorporation July 2012 - September 2014
PlainsCapital Bank August 2011 - July 2012
Office of the Comptroller of the Currency June 2008 - August 2011
Scottrade Financial Services September 2006 - May 2008
Skills
Credit Risk, Credit Analysis, Microsoft Office, Capital Markets, Loans, Loan Review, Financial Analysis, Commercial Banking, Banking, Credit
Education
St. Mary's University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BMO Financial Group September 2014 - Present
Western Alliance Bancorporation July 2012 - September 2014
PlainsCapital Bank August 2011 - July 2012
Office of the Comptroller of the Currency June 2008 - August 2011
Scottrade Financial Services September 2006 - May 2008
Skills
Credit Risk, Credit Analysis, Microsoft Office, Capital Markets, Loans, Loan Review, Financial Analysis, Commercial Banking, Banking, Credit
Education
St. Mary's University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CHAD BUXTON's Scottrade Financial Services Experience May 2012 - Present
Job Investment Consultant at Scottrade Financial Services
Industry Financial Services
Experience
Scottrade Financial Services May 2012 - Present
Scottrade 2012 - 2012
SCOTTRADE FINANCIAL SERVICES 2012 - 2012
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Trading, Equities, Securities, Investments, Portfolio Management, Derivatives, Series 63, Capital Markets
Education
Marietta College 1989 — 1993
Business Management, Business Administration and Management, General, 3.1
Scottrade Financial Services May 2012 - Present
Scottrade 2012 - 2012
SCOTTRADE FINANCIAL SERVICES 2012 - 2012
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Trading, Equities, Securities, Investments, Portfolio Management, Derivatives, Series 63, Capital Markets
Education
Marietta College 1989 — 1993
Business Management, Business Administration and Management, General, 3.1