Scottrade, Inc
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: 1 (800) 619-7283 Headquarters: St. Louis, MO Founder: Rodger O. Riney Founded: 1980, Scottsdale, AZ Revenue: 1.1 billion USD (2016) Parent organization: TD Ameritrade
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Scottrade, Inc Employees
Employee
Years
Job
Industry
Matt McNeal Matt McNeal's Scottrade, Inc Experience August 2009 - February 2014
Job Financial Services Representative at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC June 2015 - Present
Etrade June 2014 - Present
Scottrade inc August 2009 - February 2014
Publix Super Markets October 2003 - May 2008
Skills
Investments, Stockbroking, Customer Service, Mutual Funds, Securities, Equities, Asset Allocation, Wealth Management, Retirement Planning, Fixed Income, Investment Strategies, Options, Portfolio Management, ETFs, Uniform Combined State..., Series 7, Finance, Bonds, Series 63, Financial Markets, Financial Analysis, Trading, Microsoft Office, Financial Services, Relationship Management
Education
University of West Georgia 2006 — 2009
Bachelor's degree, Finance
Gainesville State College 2004 — 2006
Milton High School 1999 — 2003
Capstone Financial, LLC June 2015 - Present
Etrade June 2014 - Present
Scottrade inc August 2009 - February 2014
Publix Super Markets October 2003 - May 2008
Skills
Investments, Stockbroking, Customer Service, Mutual Funds, Securities, Equities, Asset Allocation, Wealth Management, Retirement Planning, Fixed Income, Investment Strategies, Options, Portfolio Management, ETFs, Uniform Combined State..., Series 7, Finance, Bonds, Series 63, Financial Markets, Financial Analysis, Trading, Microsoft Office, Financial Services, Relationship Management
Education
University of West Georgia 2006 — 2009
Bachelor's degree, Finance
Gainesville State College 2004 — 2006
Milton High School 1999 — 2003
Christy Tucker's Scottrade, Inc Experience August 2008 - Present
Job Investment Consultant at Scottrade Inc.
Industry Financial Services
Experience
Scottrade Inc. August 2008 - Present
Bank May 2002 - August 2005
McDonald's Corporation February 1999 - May 2002
Skills
Finance, Investments, Banking, Series 7, Sales, Customer Service, Retail Banking, Equities, FINRA, Financial Services, Mutual Funds, Securities, Series 63, Wealth Management
Education
Jefferson College 2001 — 2003
Associate's degree, Business Administration and Management, General
Scottrade Inc. August 2008 - Present
Bank May 2002 - August 2005
McDonald's Corporation February 1999 - May 2002
Skills
Finance, Investments, Banking, Series 7, Sales, Customer Service, Retail Banking, Equities, FINRA, Financial Services, Mutual Funds, Securities, Series 63, Wealth Management
Education
Jefferson College 2001 — 2003
Associate's degree, Business Administration and Management, General
Amy Pauls Amy Pauls's Scottrade, Inc Experience August 2013 - Present
Job Associate General Counsel and Vice President at Scottrade, Inc.
Industry Law Practice
Experience
Scottrade, Inc. August 2013 - Present
Greensfelder, Hemker & Gale, P.C. June 2005 - August 2013
Mathis, Marifian, Richter & Grandy, P.C. June 2001 - June 2005
Skills
Corporate Law, Corporate Governance, Commercial Finance, Public Finance, Contract Negotiation, Mergers & Acquisitions, Licensing, Legal Research, Securities Regulation, Due Diligence
Education
University of Illinois College of Law 1998 — 2001
J.D.
University of Illinois College of Law 1998 — 2001
JD
Truman State University 1994 — 1998
B.S., Business Administration - Management
Hickman
Scottrade, Inc. August 2013 - Present
Greensfelder, Hemker & Gale, P.C. June 2005 - August 2013
Mathis, Marifian, Richter & Grandy, P.C. June 2001 - June 2005
Skills
Corporate Law, Corporate Governance, Commercial Finance, Public Finance, Contract Negotiation, Mergers & Acquisitions, Licensing, Legal Research, Securities Regulation, Due Diligence
Education
University of Illinois College of Law 1998 — 2001
J.D.
University of Illinois College of Law 1998 — 2001
JD
Truman State University 1994 — 1998
B.S., Business Administration - Management
Hickman
Kevin Vatt Kevin Vatt's Scottrade, Inc Experience January 2011 - December 2011
Job Wharehouse Clerk at Integrity Staffing Solutions
Industry Financial Services
Experience
Hennen's July 2013 - Present
Integrity Staffing Solutions November 2012 - August 2014
Scottrade, Inc January 2011 - December 2011
RiverCity Fitness August 2010 - August 2011
Ooltewah Swim Center April 2009 - February 2010
Skills
Securities Analysis, Technical Analysis, Quantitative Risk..., Equity Derivatives, Fitness Training, Outstanding..., Highly Ambitious
Education
The University of Tennessee at Chattanooga 2010 — 2015
Bachelor of Business, Finance
Hennen's July 2013 - Present
Integrity Staffing Solutions November 2012 - August 2014
Scottrade, Inc January 2011 - December 2011
RiverCity Fitness August 2010 - August 2011
Ooltewah Swim Center April 2009 - February 2010
Skills
Securities Analysis, Technical Analysis, Quantitative Risk..., Equity Derivatives, Fitness Training, Outstanding..., Highly Ambitious
Education
The University of Tennessee at Chattanooga 2010 — 2015
Bachelor of Business, Finance
Renat Balandin's Scottrade, Inc Experience September 2008 - September 2010
Job Senior Analyst Upstream Oil & Gas Economics at IHS
Industry Management Consulting
Experience
IHS March 2015 - Present
Fight For Mike - Non-profit organization October 2009 - Present
Accenture December 2013 - May 2014
Enel Russia May 2013 - August 2013
Magaya Corporation, Inc. January 2011 - November 2011
Scottrade Inc. September 2008 - September 2010
Skills
Financial Analysis, Leadership, Logistics, Team Building, Outlook, Fundraising, Business Strategy, Project Management, Operations Management, Budgets, Data Analysis, Sales Management, Social Media, Microsoft Excel, New Business Development, Energy Policy, Renewable Energy, Analysis, Business Analysis, Public Speaking, Project Planning, Market Research, Sales, Team Leadership, Strategic Planning, Marketing, Contract Negotiation, Business Development, Business Planning, Change Management, Competitive Analysis, Customer Service, Economics, Energy, Entrepreneurship, Finance, International Business, International Relations, Investments, Management, Management Consulting, Marketing Strategy, Policy, PowerPoint, Program Management, Research, Risk Management, Strategy, Supply Chain, Teamwork
Education
Columbia University in the City of New York 2012 — 2014
Montclair State University 2007 — 2010
Bachelor's Degree
Landmark Education
Curriculum for Living
IHS March 2015 - Present
Fight For Mike - Non-profit organization October 2009 - Present
Accenture December 2013 - May 2014
Enel Russia May 2013 - August 2013
Magaya Corporation, Inc. January 2011 - November 2011
Scottrade Inc. September 2008 - September 2010
Skills
Financial Analysis, Leadership, Logistics, Team Building, Outlook, Fundraising, Business Strategy, Project Management, Operations Management, Budgets, Data Analysis, Sales Management, Social Media, Microsoft Excel, New Business Development, Energy Policy, Renewable Energy, Analysis, Business Analysis, Public Speaking, Project Planning, Market Research, Sales, Team Leadership, Strategic Planning, Marketing, Contract Negotiation, Business Development, Business Planning, Change Management, Competitive Analysis, Customer Service, Economics, Energy, Entrepreneurship, Finance, International Business, International Relations, Investments, Management, Management Consulting, Marketing Strategy, Policy, PowerPoint, Program Management, Research, Risk Management, Strategy, Supply Chain, Teamwork
Education
Columbia University in the City of New York 2012 — 2014
Montclair State University 2007 — 2010
Bachelor's Degree
Landmark Education
Curriculum for Living
JT Massey JT Massey's Scottrade, Inc Experience January 2013 - Present
Job Database Development Professional @ Scottrade
Industry Computer Software
Experience
Scottrade, Inc. January 2013 - Present
Verizon Communications, Inc. October 2007 - November 2012
Electronic Data Systems Corp. 2000 - October 2007
MCI WorldCom, Inc. November 1997 - 2000
Ajilon Services, Inc. May 1996 - November 1997
SEI Corporation 1993 - May 1996
SEI Corporation 1990 - 1993
Policy Management Systems 1986 - 1990
Skills
Automation, Business, Customer Service, Database Design, DB2, Microsoft Excel, Java, Java Enterprise Edition, Leadership, Microsoft Office, Microsoft Word, Organization, PowerPoint, Problem Solving, SDLC, User Interface Design, User Interface, Visual Basic, Windows, Web Development, Web Applications, XML, PowerBuilder, C++, C#, Aspect Portal and..., Avaya Agent API, Computer Telephony..., Object Oriented..., Call Center Application..., Aspect Telephony, Avaya/Mosaix Telephony, Development using COM..., PVCS, SQL, COBOL, Win CVS, Oracle WebLogic, SQL Developer, InterForm (Interactive..., Telecommunications, Databases, Business Analysis, Software Development, Troubleshooting, Requirements Analysis, Oracle SQL Developer
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Business Administration/Computer Information Systems
Scottrade, Inc. January 2013 - Present
Verizon Communications, Inc. October 2007 - November 2012
Electronic Data Systems Corp. 2000 - October 2007
MCI WorldCom, Inc. November 1997 - 2000
Ajilon Services, Inc. May 1996 - November 1997
SEI Corporation 1993 - May 1996
SEI Corporation 1990 - 1993
Policy Management Systems 1986 - 1990
Skills
Automation, Business, Customer Service, Database Design, DB2, Microsoft Excel, Java, Java Enterprise Edition, Leadership, Microsoft Office, Microsoft Word, Organization, PowerPoint, Problem Solving, SDLC, User Interface Design, User Interface, Visual Basic, Windows, Web Development, Web Applications, XML, PowerBuilder, C++, C#, Aspect Portal and..., Avaya Agent API, Computer Telephony..., Object Oriented..., Call Center Application..., Aspect Telephony, Avaya/Mosaix Telephony, Development using COM..., PVCS, SQL, COBOL, Win CVS, Oracle WebLogic, SQL Developer, InterForm (Interactive..., Telecommunications, Databases, Business Analysis, Software Development, Troubleshooting, Requirements Analysis, Oracle SQL Developer
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Business Administration/Computer Information Systems
Susan Davis, CBAP Susan Davis, CBAP's Scottrade, Inc Experience July 2004 - December 2008
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
Roman Drukarov's Scottrade, Inc Experience September 2010 - May 2011
Job SAP FICO Project Manager at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless January 2015 - Present
Verizon Wireless October 2013 - January 2015
Verizon Wireless August 2012 - October 2013
AIG April 2012 - September 2012
Ally Financial Inc. June 2011 - June 2012
Scottrade, Inc September 2010 - May 2011
Merrill Lynch Wealth Management May 2010 - September 2010
Godfather Restaurant October 2007 - January 2010
Romano's Pizzeria and Restaurant December 2004 - September 2007
Skills
Financial Analysis, Forecasting, Analysis, Access, Microsoft Excel, SAP, PowerPoint, Microsoft Office, Outlook, Risk Management, Strategic Financial..., Microsoft Word, Excel, Mac, Collateral Management, Department Budgeting, Operating Budgets, Capital Budgeting, Working Capital..., Budget Reconciliation, Project Management, Project Planning, Visio, Supply Chain Management, Supply Chain, IT Operations
Education
Rutgers Business School 2010 — 2011
Bachelor of Science, Finance, 3.97/4.0
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Bachelor of Science, Finance
Livingston High School
Verizon Wireless January 2015 - Present
Verizon Wireless October 2013 - January 2015
Verizon Wireless August 2012 - October 2013
AIG April 2012 - September 2012
Ally Financial Inc. June 2011 - June 2012
Scottrade, Inc September 2010 - May 2011
Merrill Lynch Wealth Management May 2010 - September 2010
Godfather Restaurant October 2007 - January 2010
Romano's Pizzeria and Restaurant December 2004 - September 2007
Skills
Financial Analysis, Forecasting, Analysis, Access, Microsoft Excel, SAP, PowerPoint, Microsoft Office, Outlook, Risk Management, Strategic Financial..., Microsoft Word, Excel, Mac, Collateral Management, Department Budgeting, Operating Budgets, Capital Budgeting, Working Capital..., Budget Reconciliation, Project Management, Project Planning, Visio, Supply Chain Management, Supply Chain, IT Operations
Education
Rutgers Business School 2010 — 2011
Bachelor of Science, Finance, 3.97/4.0
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Bachelor of Science, Finance
Livingston High School
Ashley O'Neill, CPA's Scottrade, Inc Experience June 2011 - January 2012
Job IT Risk Assurance Staff at EY
Industry Accounting
Experience
EY June 2014 - Present
Saint Louis University August 2013 - May 2014
EY June 2013 - August 2013
Scottrade, Inc June 2011 - January 2012
Education
Saint Louis University 2013 — 2014
Master of Accounting
Saint Louis University 2009 — 2013
Bachelor of Science Business Administration, Accounting
EY June 2014 - Present
Saint Louis University August 2013 - May 2014
EY June 2013 - August 2013
Scottrade, Inc June 2011 - January 2012
Education
Saint Louis University 2013 — 2014
Master of Accounting
Saint Louis University 2009 — 2013
Bachelor of Science Business Administration, Accounting
Tim O'Leary's Scottrade, Inc Experience January 2014 - Present
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade, Inc. January 2014 - Present
TD Ameritrade October 2005 - January 2014
TD Ameritrade (TD Waterhouse) July 2003 - October 2005
TD Ameritrade (TD Waterhouse) March 2000 - July 2003
TD Ameritrade Institutional (Waterhouse Securities) March 1998 - March 2000
Olde Discount Stockbrokers July 1997 - October 1997
UMB Bank/Scout Brokerage Services April 1996 - June 1997
Prudential Preferred Financial Services January 1995 - April 1996
Prudential Preferred Financial Services September 1993 - January 1995
Education
San Diego State University-California State University 2002 — 2003
Certificate of Financial Planning, Executive Financial Planner Program
Iowa State University 1988 — 1993
Bachelor of Business Administration, Management (Operations and Logistics)
Scottrade, Inc. January 2014 - Present
TD Ameritrade October 2005 - January 2014
TD Ameritrade (TD Waterhouse) July 2003 - October 2005
TD Ameritrade (TD Waterhouse) March 2000 - July 2003
TD Ameritrade Institutional (Waterhouse Securities) March 1998 - March 2000
Olde Discount Stockbrokers July 1997 - October 1997
UMB Bank/Scout Brokerage Services April 1996 - June 1997
Prudential Preferred Financial Services January 1995 - April 1996
Prudential Preferred Financial Services September 1993 - January 1995
Education
San Diego State University-California State University 2002 — 2003
Certificate of Financial Planning, Executive Financial Planner Program
Iowa State University 1988 — 1993
Bachelor of Business Administration, Management (Operations and Logistics)
Jordan Martell Jordan Martell's Scottrade, Inc Experience August 2009 - February 2011
Job Business Systems Consultant at Securian Financial Group
Industry Health, Wellness and Fitness
Experience
Harbinger Partners March 2015 - Present
Scandia Chiropractic January 2010 - Present
Wells Fargo Home Mortgage September 2014 - March 2015
Signature Consultants - Wells Fargo June 2013 - September 2014
KForce November 2012 - February 2013
SCOTTRADE INC August 2009 - February 2011
SCOTTRADE INC November 2008 - August 2009
Jay Brothers Inc 2007 - 2007
Skills
Data Analysis, Microsoft Excel, Business Analysis, Strategic Planning, Project Management, Investments, Management, Customer Service, Microsoft Word, Analysis, Leadership, Microsoft Office, PowerPoint, Social Media, Team Leadership, QuickBooks, Public Speaking, Marketing Strategy, Requirements Gathering, Requirements Analysis, Cross-functional Team...
Education
The John E. Simon School of Business 2009 — 2013
Master of Business Administration, General MBA, 3.698
Maryville University of Saint Louis 2009 — 2010
Bachelor of Science, Business Administration
Harbinger Partners March 2015 - Present
Scandia Chiropractic January 2010 - Present
Wells Fargo Home Mortgage September 2014 - March 2015
Signature Consultants - Wells Fargo June 2013 - September 2014
KForce November 2012 - February 2013
SCOTTRADE INC August 2009 - February 2011
SCOTTRADE INC November 2008 - August 2009
Jay Brothers Inc 2007 - 2007
Skills
Data Analysis, Microsoft Excel, Business Analysis, Strategic Planning, Project Management, Investments, Management, Customer Service, Microsoft Word, Analysis, Leadership, Microsoft Office, PowerPoint, Social Media, Team Leadership, QuickBooks, Public Speaking, Marketing Strategy, Requirements Gathering, Requirements Analysis, Cross-functional Team...
Education
The John E. Simon School of Business 2009 — 2013
Master of Business Administration, General MBA, 3.698
Maryville University of Saint Louis 2009 — 2010
Bachelor of Science, Business Administration
Gary Goro Gary Goro's Scottrade, Inc Experience January 2015 - Present
Job Physical Security Supervisor, Scottrade, Inc.
Industry Security and Investigations
Experience
Scottrade, Inc. January 2015 - Present
Scottrade, Inc. March 2014 - January 2015
St. Louis County Police Department March 1981 - March 2014
Skills
Enforcement, Homicide Investigations, Police, Criminal Justice, Patrol, Firearms, Criminal Investigations, Community Policing, Crime Prevention, Interrogation, Evidence, Public Safety, Internal Investigations
Education
Southern Illinois University, Carbondale 1975 — 1979
Bachelor of Science, Administration of Justice
Scottrade, Inc. January 2015 - Present
Scottrade, Inc. March 2014 - January 2015
St. Louis County Police Department March 1981 - March 2014
Skills
Enforcement, Homicide Investigations, Police, Criminal Justice, Patrol, Firearms, Criminal Investigations, Community Policing, Crime Prevention, Interrogation, Evidence, Public Safety, Internal Investigations
Education
Southern Illinois University, Carbondale 1975 — 1979
Bachelor of Science, Administration of Justice
Honey Jay Music Honey Jay Music's Scottrade, Inc Experience May 1996 - August 2005
Job Owner REALTOR
Industry Real Estate
Experience
Jay Music Realty November 2005 - Present
Qi Healing Arts January 1980 - Present
Larry's Beans Inc. January 2010 - September 2010
Weichert Realtors Welcome Home December 2005 - January 2009
Scottrade Inc May 1996 - August 2005
Brown & Company July 1993 - March 1996
Jenny Craig, Inc January 1991 - June 1993
Skills
Business Strategy, Finance, Business Planning, Customer Service, Negotiation, Team Building, Project Management, Coaching, Budgets, Strategic Planning, Microsoft Office, Contract Negotiation, Process Improvement, Investments, Public Speaking, Real Estate, Sales, Risk Management, Management, Training, New Homes, Small Business, Analysis, Buyer Representation, Selling, Referrals, Real Property, Vacation Homes, REO, Foreclosures, Condos, Resellers, Short Sales, Luxury, Townhomes, Sellers, Brokerage, Listings, Property Management, Home Staging, Property, Apartments, Investment Properties, Single Family Homes, Real Estate Transactions, Seniors, Residential Homes, FHA, ABR, Council of Residential...
Education
Stetson University 1988 — 1990
Bachelor of Science (B.S.), Biology
Daytona Beach Community College 1986 — 1988
Associate of Arts (A.A.), Biology, General
Jay Music Realty November 2005 - Present
Qi Healing Arts January 1980 - Present
Larry's Beans Inc. January 2010 - September 2010
Weichert Realtors Welcome Home December 2005 - January 2009
Scottrade Inc May 1996 - August 2005
Brown & Company July 1993 - March 1996
Jenny Craig, Inc January 1991 - June 1993
Skills
Business Strategy, Finance, Business Planning, Customer Service, Negotiation, Team Building, Project Management, Coaching, Budgets, Strategic Planning, Microsoft Office, Contract Negotiation, Process Improvement, Investments, Public Speaking, Real Estate, Sales, Risk Management, Management, Training, New Homes, Small Business, Analysis, Buyer Representation, Selling, Referrals, Real Property, Vacation Homes, REO, Foreclosures, Condos, Resellers, Short Sales, Luxury, Townhomes, Sellers, Brokerage, Listings, Property Management, Home Staging, Property, Apartments, Investment Properties, Single Family Homes, Real Estate Transactions, Seniors, Residential Homes, FHA, ABR, Council of Residential...
Education
Stetson University 1988 — 1990
Bachelor of Science (B.S.), Biology
Daytona Beach Community College 1986 — 1988
Associate of Arts (A.A.), Biology, General
Danielle Ogoy's Scottrade, Inc Experience October 2008 - January 2009
Job Specialist at a Law Firm
Industry Legal Services
Experience
Law Firm September 2013 - Present
Farmers Insurance November 2011 - November 2012
The LOGS Network November 2011 - February 2012
Culver Franchising System, Inc. November 2011 - February 2012
Menards Inc. March 2011 - August 2011
Lord & Taylor February 2010 - January 2011
Scottrade, Inc. October 2008 - January 2009
Skills
Customer Service
Education
Northeastern Illinois University 2008 — 2009
Bachelor of Science, Economics; Political Science
Law Firm September 2013 - Present
Farmers Insurance November 2011 - November 2012
The LOGS Network November 2011 - February 2012
Culver Franchising System, Inc. November 2011 - February 2012
Menards Inc. March 2011 - August 2011
Lord & Taylor February 2010 - January 2011
Scottrade, Inc. October 2008 - January 2009
Skills
Customer Service
Education
Northeastern Illinois University 2008 — 2009
Bachelor of Science, Economics; Political Science
Daniel DeMaria Daniel DeMaria's Scottrade, Inc Experience December 2010 - June 2012
Job Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin June 2013 - Present
Rowan University July 2012 - June 2013
Scottrade Inc. December 2010 - June 2012
Rowan University September 2010 - May 2012
Frozen Foods February 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, QuickBooks, Microsoft Publisher, Microsoft Access, PowerPoint, Finance, Financial Analysis, Financial Statements, Accounting, Budgets, Tax, Capital Budgeting, NVU, Microsoft PowerPoint, JMP, SAP, Bloomberg Terminal, Corporate Finance, Managerial Finance, Monte Carlo Simulation, Real Options Analysis, Bonds, Stocks, Personal Financial..., Corporate Budgeting, Forecasting, Leadership, Teamwork, Investments, Valuation, Access, Management
Education
Rowan University 2012 — 2013
Master of Business Administration (M.B.A.), Finance Specialization, 3.98
Rowan University 2008 — 2012
Bachelor of Science, Duel Major in Finance and Accounting, 3.92
Lockheed Martin June 2013 - Present
Rowan University July 2012 - June 2013
Scottrade Inc. December 2010 - June 2012
Rowan University September 2010 - May 2012
Frozen Foods February 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, QuickBooks, Microsoft Publisher, Microsoft Access, PowerPoint, Finance, Financial Analysis, Financial Statements, Accounting, Budgets, Tax, Capital Budgeting, NVU, Microsoft PowerPoint, JMP, SAP, Bloomberg Terminal, Corporate Finance, Managerial Finance, Monte Carlo Simulation, Real Options Analysis, Bonds, Stocks, Personal Financial..., Corporate Budgeting, Forecasting, Leadership, Teamwork, Investments, Valuation, Access, Management
Education
Rowan University 2012 — 2013
Master of Business Administration (M.B.A.), Finance Specialization, 3.98
Rowan University 2008 — 2012
Bachelor of Science, Duel Major in Finance and Accounting, 3.92
Taylor Hanby's Scottrade, Inc Experience February 2011 - May 2012
Job Financial Analyst at Shell E&P Company
Industry Oil & Energy
Experience
Shell October 2014 - Present
Shell March 2013 - October 2014
Shell E&P Company May 2012 - August 2012
Scottrade Inc February 2011 - May 2012
Louisiana State University August 2009 - January 2011
Skills
Analysis, Microsoft Office, Financial Analysis, Corporate Finance, Natural Gas, Financial Modeling, Investments, Finance, Financial Reporting, Risk Management, Teamwork, Valuation, Managerial Finance
Education
Louisiana State University 2009 — 2012
Bachelor's, Finance
Shell October 2014 - Present
Shell March 2013 - October 2014
Shell E&P Company May 2012 - August 2012
Scottrade Inc February 2011 - May 2012
Louisiana State University August 2009 - January 2011
Skills
Analysis, Microsoft Office, Financial Analysis, Corporate Finance, Natural Gas, Financial Modeling, Investments, Finance, Financial Reporting, Risk Management, Teamwork, Valuation, Managerial Finance
Education
Louisiana State University 2009 — 2012
Bachelor's, Finance
Riley Wittman Riley Wittman's Scottrade, Inc Experience January 2012 - 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
Steve Stark Steve Stark's Scottrade, Inc Experience September 2007 - Present
Job Learning and Development Manager at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade, Inc. September 2007 - Present
Citimortgage December 2001 - September 2007
AG Edwards August 1999 - December 2001
Bank One May 1998 - June 1999
Mercantile Bank December 1995 - May 1998
Skills
Non-profits, Leadership Development, Community Outreach, Communication Training, Microsoft Office, Change Management, Project Management, Customer Satisfaction, Customer Analysis, Community Health, Diversity Training, Training, Employee Training, Onboarding, Management, Testing, Nonprofits
Education
Upper Iowa University 1991 — 1994
BS Human Services, 4.0
Lindenwood University
MS HRM
Scottrade, Inc. September 2007 - Present
Citimortgage December 2001 - September 2007
AG Edwards August 1999 - December 2001
Bank One May 1998 - June 1999
Mercantile Bank December 1995 - May 1998
Skills
Non-profits, Leadership Development, Community Outreach, Communication Training, Microsoft Office, Change Management, Project Management, Customer Satisfaction, Customer Analysis, Community Health, Diversity Training, Training, Employee Training, Onboarding, Management, Testing, Nonprofits
Education
Upper Iowa University 1991 — 1994
BS Human Services, 4.0
Lindenwood University
MS HRM
Kevin Rogis Kevin Rogis's Scottrade, Inc Experience September 2010 - January 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte August 2011 - Present
Scottrade, Inc September 2010 - January 2011
Merritt Research Services, LLC May 2010 - September 2010
Merrill Lynch Wealth Management May 2009 - August 2009
Skills
Finance, Analysis, Bonds, Trading, Public Speaking, Databases, Investments, Financial Analysis, Valuation, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Deloitte August 2011 - Present
Scottrade, Inc September 2010 - January 2011
Merritt Research Services, LLC May 2010 - September 2010
Merrill Lynch Wealth Management May 2009 - August 2009
Skills
Finance, Analysis, Bonds, Trading, Public Speaking, Databases, Investments, Financial Analysis, Valuation, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Maya Thayer Maya Thayer's Scottrade, Inc Experience December 2010 - December 2012
Job Project Manager at Liquidity Services
Industry Information Technology and Services
Experience
Verizon July 2013 - Present
California Pizza Kitchen June 2010 - June 2013
Scottrade Inc December 2010 - December 2012
University of Colorado September 2009 - December 2010
Skills
PowerPoint, Word, Excel, Outlook, Photoshop, Illustrator, Premiere, HTML + CSS, PHP, Visual Basic, JavaScript, Microsoft Word, Microsoft Excel, Organization, Spanish, Fundraising, HTML, Research, Customer Service, Data Entry, Facebook, Social Media, InDesign, CSS, Microsoft Office, Dreamweaver, Marketing, Management, VBA, Social Media Marketing, Time Management, Non-profits, Sales, Financial Analysis, Access, Teamwork, Process Scheduler, Social Networking, Blogging, Marketing Communications, Public Speaking, Event Management, Salesforce.com, Event Planning, Accounting, Critical Thinking, Public Relations, SPSS, Advertising
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Finance & Information Management
Verizon July 2013 - Present
California Pizza Kitchen June 2010 - June 2013
Scottrade Inc December 2010 - December 2012
University of Colorado September 2009 - December 2010
Skills
PowerPoint, Word, Excel, Outlook, Photoshop, Illustrator, Premiere, HTML + CSS, PHP, Visual Basic, JavaScript, Microsoft Word, Microsoft Excel, Organization, Spanish, Fundraising, HTML, Research, Customer Service, Data Entry, Facebook, Social Media, InDesign, CSS, Microsoft Office, Dreamweaver, Marketing, Management, VBA, Social Media Marketing, Time Management, Non-profits, Sales, Financial Analysis, Access, Teamwork, Process Scheduler, Social Networking, Blogging, Marketing Communications, Public Speaking, Event Management, Salesforce.com, Event Planning, Accounting, Critical Thinking, Public Relations, SPSS, Advertising
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Finance & Information Management
Jen Chatfield Jen Chatfield's Scottrade, Inc Experience 2002 - 2004
Job Financial Planner at Larson Financial
Industry Financial Services
Experience
Larson Financial October 2012 - Present
Renaissance Financial January 2005 - June 2012
Scottrade, Inc 2002 - 2004
Missouri Historical Society January 2000 - January 2002
Skills
Insurance, Series 7, Finance, Investments, Portfolio Management, Outlook, Customer Service, Microsoft Excel, Marketing, Mutual Funds, Retirement, Financial Services, Microsoft Word, Series 63, PowerPoint, Microsoft Office, Research, Public Speaking, Equities, series 66
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts (BA), English
University of Missouri-Columbia
Larson Financial October 2012 - Present
Renaissance Financial January 2005 - June 2012
Scottrade, Inc 2002 - 2004
Missouri Historical Society January 2000 - January 2002
Skills
Insurance, Series 7, Finance, Investments, Portfolio Management, Outlook, Customer Service, Microsoft Excel, Marketing, Mutual Funds, Retirement, Financial Services, Microsoft Word, Series 63, PowerPoint, Microsoft Office, Research, Public Speaking, Equities, series 66
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts (BA), English
University of Missouri-Columbia
Emily Moore Emily Moore's Scottrade, Inc Experience May 2009 - August 2009
Job Compensation Analyst at Brown Shoe Company
Industry Financial Services
Experience
Brown Shoe Company May 2014 - Present
InteliSpend September 2010 - May 2014
InteliSpend June 2010 - September 2010
Scottrade Inc. May 2009 - August 2009
Scottrade Inc. May 2008 - August 2008
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Finance, Business
Nerinx Hall High School 2002 — 2006
Brown Shoe Company May 2014 - Present
InteliSpend September 2010 - May 2014
InteliSpend June 2010 - September 2010
Scottrade Inc. May 2009 - August 2009
Scottrade Inc. May 2008 - August 2008
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Finance, Business
Nerinx Hall High School 2002 — 2006
Hamid Danmole Hamid Danmole's Scottrade, Inc Experience August 2011 - August 2012
Job VP, CBRU at Merrill Lynch, Pierce, Fenner & Smith Inc.
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner & Smith Inc. July 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. April 2013 - July 2013
Raymond James Financial Inc. September 2012 - January 2013
Scottrade, Inc. August 2011 - August 2012
WaMu Investments, Inc., a JP Morgan Chase Company January 2007 - May 2009
Skills
Securities, USA PATRIOT Act, Risk Assessment, Risk Management, Bank Secrecy Act, Operations Management, AML, FINRA, Investments, Series 7, Financial Risk, Series 65, Series 63, Series 24, Mutual Funds, Financial Services, Uniform Combined State..., Investment Advisory, Trading, Investment Strategies, Process Improvement, Equities, Insurance, Wealth Management, Due Diligence, Asset Management, Fixed Income, Alternative Investments, Finance, Bloomberg, Options, Retirement Planning, Capital Markets, Hedge Funds, Portfolio Management, Strategic Financial..., Banking, Investment Management, Fixed Annuities, Financial Advisory, Retirement, ETFs, Series 6, 401k, Relationship Management, Asset Allocation, Estate Planning, Variable Annuities, Financial Markets, Credit
Education
Oklahoma State University
B.S., Finance and Accounting
Merrill Lynch, Pierce, Fenner & Smith Inc. July 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. April 2013 - July 2013
Raymond James Financial Inc. September 2012 - January 2013
Scottrade, Inc. August 2011 - August 2012
WaMu Investments, Inc., a JP Morgan Chase Company January 2007 - May 2009
Skills
Securities, USA PATRIOT Act, Risk Assessment, Risk Management, Bank Secrecy Act, Operations Management, AML, FINRA, Investments, Series 7, Financial Risk, Series 65, Series 63, Series 24, Mutual Funds, Financial Services, Uniform Combined State..., Investment Advisory, Trading, Investment Strategies, Process Improvement, Equities, Insurance, Wealth Management, Due Diligence, Asset Management, Fixed Income, Alternative Investments, Finance, Bloomberg, Options, Retirement Planning, Capital Markets, Hedge Funds, Portfolio Management, Strategic Financial..., Banking, Investment Management, Fixed Annuities, Financial Advisory, Retirement, ETFs, Series 6, 401k, Relationship Management, Asset Allocation, Estate Planning, Variable Annuities, Financial Markets, Credit
Education
Oklahoma State University
B.S., Finance and Accounting
Erin (Eschen) Moloney Erin (Eschen) Moloney's Scottrade, Inc Experience 2007 - 2008
Job Director of Marketing at Perficient, Inc.
Industry Marketing and Advertising
Experience
Perficient September 2009 - Present
University of Missouri - St. Louis February 2013 - January 2014
Juggle, LLC 2008 - 2009
Scottrade, Inc 2007 - 2008
Network Solutions October 2004 - July 2007
Americall Group, Inc. October 2001 - June 2004
Columbia Missourian Newspaper & Vox Magazine January 2003 - May 2004
Missouri School of Journalism 2003 - 2004
Missouri Department of Agriculture, Grape and Wine Program April 2003 - December 2003
Skills
HTML, Social Media Marketing, Email Marketing, CSS, SEO, SEO copywriting, Dreamweaver, Keyword Research, Keyword Analysis, Conversion Optimization, User Experience, User Acceptance Testing, Twitter, Facebook, LinkedIn, Advertising, Microsoft Office, Online Marketing, Social Media, Social Networking, Marketing Strategy, Slideshare, Facebook Marketing, Facebook Fan Page..., Sitecore, Google Adwords, Google Adwords..., Radian6, Yammer, Telligent Community..., SiteCore DMS, Online Advertising, Document Management, SEM, Strategy, Digital Marketing, E-commerce, Google Analytics, Web Analytics, PPC, Product Management, Strategic Partnerships, Integrated Marketing, Marketing, CMS, Content Marketing, Affiliate Marketing, B2B, Press Releases, Mobile Marketing
Education
University of Missouri-Columbia 2000 — 2004
Journalism, Magazine Design and Web Content
Perficient September 2009 - Present
University of Missouri - St. Louis February 2013 - January 2014
Juggle, LLC 2008 - 2009
Scottrade, Inc 2007 - 2008
Network Solutions October 2004 - July 2007
Americall Group, Inc. October 2001 - June 2004
Columbia Missourian Newspaper & Vox Magazine January 2003 - May 2004
Missouri School of Journalism 2003 - 2004
Missouri Department of Agriculture, Grape and Wine Program April 2003 - December 2003
Skills
HTML, Social Media Marketing, Email Marketing, CSS, SEO, SEO copywriting, Dreamweaver, Keyword Research, Keyword Analysis, Conversion Optimization, User Experience, User Acceptance Testing, Twitter, Facebook, LinkedIn, Advertising, Microsoft Office, Online Marketing, Social Media, Social Networking, Marketing Strategy, Slideshare, Facebook Marketing, Facebook Fan Page..., Sitecore, Google Adwords, Google Adwords..., Radian6, Yammer, Telligent Community..., SiteCore DMS, Online Advertising, Document Management, SEM, Strategy, Digital Marketing, E-commerce, Google Analytics, Web Analytics, PPC, Product Management, Strategic Partnerships, Integrated Marketing, Marketing, CMS, Content Marketing, Affiliate Marketing, B2B, Press Releases, Mobile Marketing
Education
University of Missouri-Columbia 2000 — 2004
Journalism, Magazine Design and Web Content
Mark Grotto Mark Grotto's Scottrade, Inc Experience April 2010 - August 2014
Job Student
Industry Higher Education
Experience
The John Marshall Law School January 2015 - Present
Scottrade, Inc April 2010 - August 2014
Scottrade, Inc December 2009 - April 2010
Scottrade, Inc February 2008 - December 2009
West Suburban Bank June 2006 - February 2008
Skills
Excel, PowerPoint, Valuation, Word, Customer Service, Sales, Microsoft Word, Analysis, Financial Modeling, Risk Management, Data Analysis, Financial Analysis, Finance, Microsoft Excel, Investments, Social Media, Research, Accounting, Teamwork
Education
The John Marshall Law School 2014 — 2017
Doctor of Law (JD)
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Northern Illinois University 2006 — 2007
Finance
Glenbard West High School 2002 — 2006
High School Diploma
The John Marshall Law School January 2015 - Present
Scottrade, Inc April 2010 - August 2014
Scottrade, Inc December 2009 - April 2010
Scottrade, Inc February 2008 - December 2009
West Suburban Bank June 2006 - February 2008
Skills
Excel, PowerPoint, Valuation, Word, Customer Service, Sales, Microsoft Word, Analysis, Financial Modeling, Risk Management, Data Analysis, Financial Analysis, Finance, Microsoft Excel, Investments, Social Media, Research, Accounting, Teamwork
Education
The John Marshall Law School 2014 — 2017
Doctor of Law (JD)
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Northern Illinois University 2006 — 2007
Finance
Glenbard West High School 2002 — 2006
High School Diploma
Courtney Bass-Boyd's Scottrade, Inc Experience October 2007 - Present
Job Financial Client Services Representative at Scottrade Inc.
Industry Financial Services
Experience
Scottrade Inc. October 2007 - Present
A.G. Edwards & Sons, Inc. December 2005 - October 2007
Skills
Investments, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Services, Leadership, Financial Planning, Retirement Planning, Mutual Funds
Education
Fontbonne University 2007 — 2009
Bachelor of Arts (B.A.), Global Business/Organizational Studies
Scottrade Inc. October 2007 - Present
A.G. Edwards & Sons, Inc. December 2005 - October 2007
Skills
Investments, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Services, Leadership, Financial Planning, Retirement Planning, Mutual Funds
Education
Fontbonne University 2007 — 2009
Bachelor of Arts (B.A.), Global Business/Organizational Studies
Damon Liang, CAIA, M.S. Damon Liang, CAIA, M.S.'s Scottrade, Inc Experience February 2012 - Present
Job Investment Consultant
Industry Financial Services
Experience
Scottrade, Inc. February 2012 - Present
Independent January 2010 - February 2012
Prudential Financial July 2009 - January 2010
Merrill Lynch March 2005 - June 2009
AEGON Americas February 2004 - February 2005
Skills
Equities, Fixed Income, Investments, Derivatives, Portfolio Management, Bloomberg, Fundamental Analysis, Microsoft Excel, Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Mergers & Acquisitions, Trading, Valuation, Corporate Finance, Finance, Securities, Options, Mutual Funds, Financial Services, Alternative Investments, Strategic Financial..., Commodity, Financial Planning
Education
CFA Institute
CFA, Financial Analysis
CAIA Association 2012 — 2014
CAIA, Financial, Alternative Investment
Golden Gate University
M.S. in Finance, Investment Management
San Francisco State University
B.S, International Business; Finance
Scottrade, Inc. February 2012 - Present
Independent January 2010 - February 2012
Prudential Financial July 2009 - January 2010
Merrill Lynch March 2005 - June 2009
AEGON Americas February 2004 - February 2005
Skills
Equities, Fixed Income, Investments, Derivatives, Portfolio Management, Bloomberg, Fundamental Analysis, Microsoft Excel, Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Mergers & Acquisitions, Trading, Valuation, Corporate Finance, Finance, Securities, Options, Mutual Funds, Financial Services, Alternative Investments, Strategic Financial..., Commodity, Financial Planning
Education
CFA Institute
CFA, Financial Analysis
CAIA Association 2012 — 2014
CAIA, Financial, Alternative Investment
Golden Gate University
M.S. in Finance, Investment Management
San Francisco State University
B.S, International Business; Finance
Joseph Whitacre Joseph Whitacre's Scottrade, Inc Experience May 2010 - July 2010
Job Systems Analyst
Industry Wireless
Experience
Lockheed Martin March 2015 - Present
Verizon June 2014 - March 2015
Lockheed Martin September 2011 - June 2014
UCF/Lockheed Martin College Work Experience Program May 2011 - August 2011
UCF/Lockheed Martin College Work Experience Program July 2010 - April 2011
Scottrade, Inc May 2010 - July 2010
Skills
Microsoft Office (Word,..., Adobe Acrobat, HTML, C++, SAP, Visual Basic, P2P, Financial Modeling, Budgets, PowerPoint, Analysis, Microsoft Excel, Access, Finance, SQL
Education
University of Central Florida - College of Business Administration 2007 — 2011
B.A., Economics
Lockheed Martin March 2015 - Present
Verizon June 2014 - March 2015
Lockheed Martin September 2011 - June 2014
UCF/Lockheed Martin College Work Experience Program May 2011 - August 2011
UCF/Lockheed Martin College Work Experience Program July 2010 - April 2011
Scottrade, Inc May 2010 - July 2010
Skills
Microsoft Office (Word,..., Adobe Acrobat, HTML, C++, SAP, Visual Basic, P2P, Financial Modeling, Budgets, PowerPoint, Analysis, Microsoft Excel, Access, Finance, SQL
Education
University of Central Florida - College of Business Administration 2007 — 2011
B.A., Economics
Dan W. Redden Jr. Dan W. Redden Jr.'s Scottrade, Inc Experience October 2006 - Present
Job Multimedia Specialist at Scottrade
Industry Financial Services
Experience
DocRedd Productions, LLC January 2012 - Present
SCOTTRADE, INC October 2006 - Present
Urban League of Metropolitan St. Louis Young Professionals January 2013 - January 2014
Scottrade, Inc June 2005 - October 2006
Scottrade, Inc April 2003 - June 2005
Elsevier November 1999 - February 2002
DILLARD'S DEPARTMENT STORES, INC April 1999 - November 1999
ART-TECH PHOTO May 1996 - April 1999
Home Decorators Collection October 1995 - May 1996
OLAN MILLS PORTRAIT STUDIOS June 1995 - September 1995
Skills
Digital Photography, Video Editing, Retail, Photoshop, Video Production, Photo Editing, Photography, Adobe Creative Suite, Video, Image Editing, Layout, Editing, Social Media, Social Networking, Advertising, Event Management, Event Planning, Facebook, Graphic Design, Illustration, Microsoft Office, Public Relations, Public Speaking
Education
Lindenwood University 2003 — 2005
Master, Communications
Lindenwood University 1990 — 1994
Bachelor, Studio Art
DocRedd Productions, LLC January 2012 - Present
SCOTTRADE, INC October 2006 - Present
Urban League of Metropolitan St. Louis Young Professionals January 2013 - January 2014
Scottrade, Inc June 2005 - October 2006
Scottrade, Inc April 2003 - June 2005
Elsevier November 1999 - February 2002
DILLARD'S DEPARTMENT STORES, INC April 1999 - November 1999
ART-TECH PHOTO May 1996 - April 1999
Home Decorators Collection October 1995 - May 1996
OLAN MILLS PORTRAIT STUDIOS June 1995 - September 1995
Skills
Digital Photography, Video Editing, Retail, Photoshop, Video Production, Photo Editing, Photography, Adobe Creative Suite, Video, Image Editing, Layout, Editing, Social Media, Social Networking, Advertising, Event Management, Event Planning, Facebook, Graphic Design, Illustration, Microsoft Office, Public Relations, Public Speaking
Education
Lindenwood University 2003 — 2005
Master, Communications
Lindenwood University 1990 — 1994
Bachelor, Studio Art
Christine Topp Christine Topp's Scottrade, Inc Experience January 2010 - Present
Job Senior Meetings & Events Specialist
Industry Events Services
Experience
Scottrade October 2014 - Present
Scottrade, Inc January 2010 - Present
2005 - 2010Buckingham Family of Financial Services January 2005 - January 2010
Hollywood Branding Group January 2004 - November 2004
Skills
Nonprofits, Microsoft Excel, Budgets, Event Management, Customer Service, Event Planning, Public Relations, Marketing Communications, Advertising
Education
Lindenwood University 2000 — 2004
B.A. Corporate Communications; B.A. Media in Advertising, Corporate Communications; Advertising
Scottrade October 2014 - Present
Scottrade, Inc January 2010 - Present
2005 - 2010Buckingham Family of Financial Services January 2005 - January 2010
Hollywood Branding Group January 2004 - November 2004
Skills
Nonprofits, Microsoft Excel, Budgets, Event Management, Customer Service, Event Planning, Public Relations, Marketing Communications, Advertising
Education
Lindenwood University 2000 — 2004
B.A. Corporate Communications; B.A. Media in Advertising, Corporate Communications; Advertising
Shadi Zokaeim's Scottrade, Inc Experience December 2008 - Present
Job Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade, Inc December 2008 - Present
Education
California State University at 2007 — 2010
Bachelor of Science, Finance & Business Administration
California State University-Northridge 2007 — 2010
Bachelor of Arts, Real Estate
Scottrade, Inc December 2008 - Present
Education
California State University at 2007 — 2010
Bachelor of Science, Finance & Business Administration
California State University-Northridge 2007 — 2010
Bachelor of Arts, Real Estate
Tim Taschwer Tim Taschwer's Scottrade, Inc Experience January 2009 - December 2010
Job Technical Project Analyst at Anthem
Industry Information Technology and Services
Experience
Anthem August 2015 - Present
National Government Services December 2013 - August 2015
DataVerify November 2011 - December 2013
TEKsystems November 2011 - May 2012
Scottrade, Inc January 2009 - December 2010
University of Missouri - St. Louis June 2008 - December 2010
Monsanto Company January 2009 - July 2009
Marriott International January 1988 - January 2007
Marriott International (Des Moines Area) November 1997 - March 2002
Marriott Management Services September 1994 - November 1997
Skills
MS Project, Software Documentation, Project Management, Project Planning, Active Directory, Business Analysis, Databases, Microsoft Project, Visio, MIS, Testing, Process Improvement, Windows 7, Customer Service, SQL, System Administration, Networking, Troubleshooting, Microsoft SQL Server, Management, SDLC, Analysis, Quality Center, Telecommunications, SharePoint, Computer Technology
Education
University of Missouri-Saint Louis 2008 — 2010
BS, MIS
Ball State University - College of Business 1981 — 1987
Ball State University
Small Business Management/Management Information Systems
Anthem August 2015 - Present
National Government Services December 2013 - August 2015
DataVerify November 2011 - December 2013
TEKsystems November 2011 - May 2012
Scottrade, Inc January 2009 - December 2010
University of Missouri - St. Louis June 2008 - December 2010
Monsanto Company January 2009 - July 2009
Marriott International January 1988 - January 2007
Marriott International (Des Moines Area) November 1997 - March 2002
Marriott Management Services September 1994 - November 1997
Skills
MS Project, Software Documentation, Project Management, Project Planning, Active Directory, Business Analysis, Databases, Microsoft Project, Visio, MIS, Testing, Process Improvement, Windows 7, Customer Service, SQL, System Administration, Networking, Troubleshooting, Microsoft SQL Server, Management, SDLC, Analysis, Quality Center, Telecommunications, SharePoint, Computer Technology
Education
University of Missouri-Saint Louis 2008 — 2010
BS, MIS
Ball State University - College of Business 1981 — 1987
Ball State University
Small Business Management/Management Information Systems
David Matson David Matson's Scottrade, Inc Experience March 2004 - December 2005
Job Business Development at Vanguard Funding
Industry Banking
Experience
Vanguard Funding 2014 - Present
US Mortgage Corp. 2011 - 2013
Refinance.com 2006 - 2009
Scottrade Inc. March 2004 - December 2005
Webair September 2004 - February 2005
Skills
Operations Management, Strategic Planning, Analysis, Mortgage Lending, Loans, Credit, Banking, Investments, Asset Managment, Loan Origination, Real Estate, Credit Analysis, Business Development, Underwriting, Asset Management, Mortgage Banking, Equities, Refinance, Negotiation, Finance, Residential Mortgages, FHA
Education
State University of New York at Albany 2002 — 2005
BS Accounting, Accounting, Finance, Business
Vanguard Funding 2014 - Present
US Mortgage Corp. 2011 - 2013
Refinance.com 2006 - 2009
Scottrade Inc. March 2004 - December 2005
Webair September 2004 - February 2005
Skills
Operations Management, Strategic Planning, Analysis, Mortgage Lending, Loans, Credit, Banking, Investments, Asset Managment, Loan Origination, Real Estate, Credit Analysis, Business Development, Underwriting, Asset Management, Mortgage Banking, Equities, Refinance, Negotiation, Finance, Residential Mortgages, FHA
Education
State University of New York at Albany 2002 — 2005
BS Accounting, Accounting, Finance, Business
Bryce Borgersen's Scottrade, Inc Experience April 2007 - May 2009
Job Enterprise Account Executive | Adobe Mobile
Industry Computer Software
Experience
Adobe March 2011 - Present
Kaseya February 2010 - March 2011
Scottrade Inc April 2007 - May 2009
Skills
Account Management, Enterprise Software, Salesforce.com, Sales, Lead Generation, SaaS, Relationship Management, New Business Development, Microsoft Office, Sales Prospecting, Solution Selling, Digital Media, Direct Sales, Strategic Partnerships, Cold Calling, Sales Process, B2B, Analytics, Product Management, Web Analytics, Professional Services, Qualifying Opportunities, CRM, Personalization, Leadership, Team Leadership, Product Marketing, Go-to-market Strategy, E-commerce, Competitive Analysis, Business Development, Marketing Automation, Mobile Devices, Multi-channel Marketing, Online Marketing, Sales Management, Sales Presentations, Leadership Development, Deal Execution, Technology, Mobile Technology, Sales Cycle Management, Contract Negotiation, Contract Management, Mobile Applications, Building Relationships
Education
University of Central Oklahoma 2006 — 2010
Bachelors, Business Administration; International Business and Economics
Brigham Young University
Associate's degree, Project Management
Adobe March 2011 - Present
Kaseya February 2010 - March 2011
Scottrade Inc April 2007 - May 2009
Skills
Account Management, Enterprise Software, Salesforce.com, Sales, Lead Generation, SaaS, Relationship Management, New Business Development, Microsoft Office, Sales Prospecting, Solution Selling, Digital Media, Direct Sales, Strategic Partnerships, Cold Calling, Sales Process, B2B, Analytics, Product Management, Web Analytics, Professional Services, Qualifying Opportunities, CRM, Personalization, Leadership, Team Leadership, Product Marketing, Go-to-market Strategy, E-commerce, Competitive Analysis, Business Development, Marketing Automation, Mobile Devices, Multi-channel Marketing, Online Marketing, Sales Management, Sales Presentations, Leadership Development, Deal Execution, Technology, Mobile Technology, Sales Cycle Management, Contract Negotiation, Contract Management, Mobile Applications, Building Relationships
Education
University of Central Oklahoma 2006 — 2010
Bachelors, Business Administration; International Business and Economics
Brigham Young University
Associate's degree, Project Management
Beverly Steinbook's Scottrade, Inc Experience January 2008 - January 2012
Job Associate Officer, Senior Private Client Associate
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2012 - Present
Pelican Harbor Seabird Station August 2014 - Present
Scottrade, Inc January 2008 - January 2012
Skills
Series 63, Series 7, CRM, Finance, Microsoft Excel, Wealth Management..., Microsoft Office, Microsoft Word, Financial Analysis, SharePoint, Goal Oriented, Customer Satisfaction, Retirement Planning, Adobe Acrobat, Teamwork, Professional..., Time Management, RFP, Volunteering, Mathematics, Firm Element, Proposal Writing, Interviewing Skills, Project Management, Investments
Education
Lynn University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Valuation and Portfolio Management, 4.0
University of South Florida
Bachelor of Arts, Economics
Bayshore 1998 — 2002
Bernstein Global Wealth Management January 2012 - Present
Pelican Harbor Seabird Station August 2014 - Present
Scottrade, Inc January 2008 - January 2012
Skills
Series 63, Series 7, CRM, Finance, Microsoft Excel, Wealth Management..., Microsoft Office, Microsoft Word, Financial Analysis, SharePoint, Goal Oriented, Customer Satisfaction, Retirement Planning, Adobe Acrobat, Teamwork, Professional..., Time Management, RFP, Volunteering, Mathematics, Firm Element, Proposal Writing, Interviewing Skills, Project Management, Investments
Education
Lynn University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Valuation and Portfolio Management, 4.0
University of South Florida
Bachelor of Arts, Economics
Bayshore 1998 — 2002
Alexandre Vale Alexandre Vale's Scottrade, Inc Experience June 2007 - November 2008
Job Senior Financial Analyst at Foundation Source
Industry Philanthropy
Experience
Foundation Source June 2013 - Present
Foundation Source September 2012 - Present
Midtown Paper Inc August 2010 - August 2012
Foley & Corinna, LLC March 2009 - August 2009
Metropolitan Life November 2008 - March 2009
Scottrade Inc. June 2007 - November 2008
J. Mendel Ltd. June 2005 - June 2007
Skills
Excel, Outlook, Customer Service, Access, Word, Direct Sales, Purchasing, Data Analysis, Logistics, Quickbooks
Education
Fordham University 2004 — 2008
BA, Economics
Iona Preparatory 2000 — 2004
Foundation Source June 2013 - Present
Foundation Source September 2012 - Present
Midtown Paper Inc August 2010 - August 2012
Foley & Corinna, LLC March 2009 - August 2009
Metropolitan Life November 2008 - March 2009
Scottrade Inc. June 2007 - November 2008
J. Mendel Ltd. June 2005 - June 2007
Skills
Excel, Outlook, Customer Service, Access, Word, Direct Sales, Purchasing, Data Analysis, Logistics, Quickbooks
Education
Fordham University 2004 — 2008
BA, Economics
Iona Preparatory 2000 — 2004
Vishal Trivedi Vishal Trivedi's Scottrade, Inc Experience October 2009 - July 2011
Job Investment Banking Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Scottrade July 2011 - February 2012
Scottrade Inc October 2009 - July 2011
Merion Matters September 2009 - March 2010
New York Life July 2009 - September 2009
Skills
Series 7, Series 63, Customer Relations, Microsoft Office, Client Education, Equities, Trading, Financial Analysis, Securities, Investment Banking, Financial Markets
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
JPMorgan Chase March 2012 - Present
Scottrade July 2011 - February 2012
Scottrade Inc October 2009 - July 2011
Merion Matters September 2009 - March 2010
New York Life July 2009 - September 2009
Skills
Series 7, Series 63, Customer Relations, Microsoft Office, Client Education, Equities, Trading, Financial Analysis, Securities, Investment Banking, Financial Markets
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
James Coder, CFA's Scottrade, Inc Experience November 2009 - December 2010
Job Analyst at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management November 2014 - Present
Scivantage January 2014 - November 2014
Scivantage December 2012 - January 2014
Fidelity Investments July 2012 - December 2012
Fidelity Capital Markets May 2011 - March 2012
University of Kansas August 2010 - December 2010
Scottrade Inc November 2009 - December 2010
Northern Pipeline Construction Company August 2004 - August 2008
Skills
Finance, Research, Equities, Bloomberg, Portfolio Management, Investments, Financial Analysis, Fixed Income, Financial Modeling, Microsoft Excel, Banking, Securities, Risk Management, Analysis, VBA, SQL
Education
The University of Kansas 2008 — 2010
Bachelor of Science, Finance
Pittsburg State University 2001 — 2003
N/A, Electronics Engineering Technology
Acadian Asset Management November 2014 - Present
Scivantage January 2014 - November 2014
Scivantage December 2012 - January 2014
Fidelity Investments July 2012 - December 2012
Fidelity Capital Markets May 2011 - March 2012
University of Kansas August 2010 - December 2010
Scottrade Inc November 2009 - December 2010
Northern Pipeline Construction Company August 2004 - August 2008
Skills
Finance, Research, Equities, Bloomberg, Portfolio Management, Investments, Financial Analysis, Fixed Income, Financial Modeling, Microsoft Excel, Banking, Securities, Risk Management, Analysis, VBA, SQL
Education
The University of Kansas 2008 — 2010
Bachelor of Science, Finance
Pittsburg State University 2001 — 2003
N/A, Electronics Engineering Technology
Jason Kaiser's Scottrade, Inc Experience January 2001 - July 2007
Job Commonwealth of PA
Industry Government Administration
Experience
Commonwealth of PA April 2014 - Present
Commonwealth of PA September 2011 - Present
JHK Tech January 2000 - Present
Scottrade, Inc January 2001 - July 2007
Summit Financial Services Group January 1999 - January 2001
Skills
Series 7, 401k, Insurance, Mutual Funds, Technical Analysis
Education
Kutztown University of Pennsylvania 1991 — 1998
B.S., Psychology
Commonwealth of PA April 2014 - Present
Commonwealth of PA September 2011 - Present
JHK Tech January 2000 - Present
Scottrade, Inc January 2001 - July 2007
Summit Financial Services Group January 1999 - January 2001
Skills
Series 7, 401k, Insurance, Mutual Funds, Technical Analysis
Education
Kutztown University of Pennsylvania 1991 — 1998
B.S., Psychology
Yevgeniy Shvets Yevgeniy Shvets's Scottrade, Inc Experience June 2006 - April 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Scottrade Inc June 2006 - April 2015
DoIT: Classroom Technologies February 2003 - July 2005
DoIT: Classroom Technologies September 1999 - May 2003
Skills
Software Documentation, Management, Series 63, Series 7, Investments, FINRA, Credit, Retail Banking, Loans, SharePoint, Equity Research, Derivatives, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Banking, Financial Markets, ETFs, Stocks, Financial Services, Strategic Financial..., Wealth Management, Financial Planning
Education
George Mason University 1999 — 2005
Stafford Senior High
Fidelity Investments April 2015 - Present
Scottrade Inc June 2006 - April 2015
DoIT: Classroom Technologies February 2003 - July 2005
DoIT: Classroom Technologies September 1999 - May 2003
Skills
Software Documentation, Management, Series 63, Series 7, Investments, FINRA, Credit, Retail Banking, Loans, SharePoint, Equity Research, Derivatives, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Banking, Financial Markets, ETFs, Stocks, Financial Services, Strategic Financial..., Wealth Management, Financial Planning
Education
George Mason University 1999 — 2005
Stafford Senior High
Scot Marsden Scot Marsden's Scottrade, Inc Experience June 2011 - September 2011
Job Senior Consultant
Industry Financial Services
Experience
Deloitte Advisory September 2012 - Present
Scottrade, Inc June 2011 - September 2011
Metalwest December 2010 - May 2011
Utah State University January 2010 - February 2011
Utah State University May 2010 - July 2010
Intermountian Staffing October 2009 - April 2010
Farm Bureau Financial Services January 2009 - October 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Economics, Public Speaking, Data Analysis, Research, Sales, Management, Entrepreneurship, Finance, Leadership, Portfolio Management, Valuation, Analysis, Forecasting, Strategy
Education
Utah State University 2009 — 2012
B.S; B.S, Finance; Economics; Minor in International Business
Brigham Young University 2006 — 2008
Deloitte Advisory September 2012 - Present
Scottrade, Inc June 2011 - September 2011
Metalwest December 2010 - May 2011
Utah State University January 2010 - February 2011
Utah State University May 2010 - July 2010
Intermountian Staffing October 2009 - April 2010
Farm Bureau Financial Services January 2009 - October 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Economics, Public Speaking, Data Analysis, Research, Sales, Management, Entrepreneurship, Finance, Leadership, Portfolio Management, Valuation, Analysis, Forecasting, Strategy
Education
Utah State University 2009 — 2012
B.S; B.S, Finance; Economics; Minor in International Business
Brigham Young University 2006 — 2008
Brian Cardinal Brian Cardinal's Scottrade, Inc Experience April 2009 - January 2010
Job Student UOP Online
Industry Financial Services
Experience
Scottrade April 2009 - January 2010
Scottrade Inc. April 2009 - January 2010
Matt Lang March 2008 - September 2008
EcoScape Home and Lawn, Inc February 2007 - February 2008
US Navy March 2001 - May 2005
Education
University of Phoenix 2008 — 2012
39 Credits, B.S. Business with focus in Entrepreneurship
Delaware County Community College 2005 — 2007
36 Credits, Undecided
Delaware County Community College
University of Phoenix
Bachelor of Science, Business with; Entrepreneurship
Scottrade April 2009 - January 2010
Scottrade Inc. April 2009 - January 2010
Matt Lang March 2008 - September 2008
EcoScape Home and Lawn, Inc February 2007 - February 2008
US Navy March 2001 - May 2005
Education
University of Phoenix 2008 — 2012
39 Credits, B.S. Business with focus in Entrepreneurship
Delaware County Community College 2005 — 2007
36 Credits, Undecided
Delaware County Community College
University of Phoenix
Bachelor of Science, Business with; Entrepreneurship
Bill Tsevdos Bill Tsevdos's Scottrade, Inc Experience March 2009 - January 2013
Job Senior Stockbroker
Industry Financial Services
Experience
SCOTTRADE, INC March 2009 - January 2013
E*TRADE Financial June 2004 - December 2008
TD Waterhouse February 2002 - February 2004
TD Waterhouse August 1999 - February 2002
TD Waterhouse September 1999 - November 2000
TD Waterhouse March 1999 - August 1999
Skills
Trading, Options, Financial Services, Series 7, Portfolio Management, New Business Development, Sales, Relationship Management, Management, Investments, CRM, Securities, Equities, Series 63, Finance, Wealth Management, Business Development
Education
Brooklyn College 1990 — 1991
Completed credits towards Master of Science, Finance and Financial Management Services
NEW YORK UNIVERSITY 1985 — 1989
BA, Communication, Journalism, and Related Programs, Journalism
Midwood High School 1981 — 1985
High School Diploma, Medicine
SCOTTRADE, INC March 2009 - January 2013
E*TRADE Financial June 2004 - December 2008
TD Waterhouse February 2002 - February 2004
TD Waterhouse August 1999 - February 2002
TD Waterhouse September 1999 - November 2000
TD Waterhouse March 1999 - August 1999
Skills
Trading, Options, Financial Services, Series 7, Portfolio Management, New Business Development, Sales, Relationship Management, Management, Investments, CRM, Securities, Equities, Series 63, Finance, Wealth Management, Business Development
Education
Brooklyn College 1990 — 1991
Completed credits towards Master of Science, Finance and Financial Management Services
NEW YORK UNIVERSITY 1985 — 1989
BA, Communication, Journalism, and Related Programs, Journalism
Midwood High School 1981 — 1985
High School Diploma, Medicine
Lesley Maybury Lesley Maybury's Scottrade, Inc Experience March 2012 - Present
Job Learning & Development Specialist
Industry Financial Services
Experience
Scottrade, Inc March 2012 - Present
OppenheimerFunds, Inc January 1994 - January 2011
OppenheimerFunds, Inc January 1994 - January 1995
Resources Trust Co January 1993 - January 1994
Resources Trust Co January 1993 - January 1994
Bellco First Federal C.U January 1991 - January 1993
Bellco First Federal C.U January 1991 - January 1993
Skills
MS Office Suite, Captivate, Plateau LMS..., E-learning Development, Learning Management..., Visio, E-Learning, Business Analysis, Training, Business Intelligence, SharePoint, Needs Analysis, Learning Management, Software Documentation, Organizational..., Performance Management, Instructional Design, Microsoft Office
Education
Aurora Community College
English, Psychology, Math
California State University-Long Beach
Community College of Aurora
Scottrade, Inc March 2012 - Present
OppenheimerFunds, Inc January 1994 - January 2011
OppenheimerFunds, Inc January 1994 - January 1995
Resources Trust Co January 1993 - January 1994
Resources Trust Co January 1993 - January 1994
Bellco First Federal C.U January 1991 - January 1993
Bellco First Federal C.U January 1991 - January 1993
Skills
MS Office Suite, Captivate, Plateau LMS..., E-learning Development, Learning Management..., Visio, E-Learning, Business Analysis, Training, Business Intelligence, SharePoint, Needs Analysis, Learning Management, Software Documentation, Organizational..., Performance Management, Instructional Design, Microsoft Office
Education
Aurora Community College
English, Psychology, Math
California State University-Long Beach
Community College of Aurora
Wayne Chou Wayne Chou's Scottrade, Inc Experience April 2006 - February 2015
Job
Industry Financial Services
Experience
Scottrade, Inc. April 2006 - February 2015
TD Waterhouse July 2001 - January 2006
Charles Schwab June 1996 - July 2001
Skills
Series 7, Mutual Funds, Portfolio Management, Investment Advisory, Sales Management, Financial Planning, Series 63, Management, Securities, Financial Services, Investments, Wealth Management, Equities, Finance
Education
University of California, Berkeley
Scottrade, Inc. April 2006 - February 2015
TD Waterhouse July 2001 - January 2006
Charles Schwab June 1996 - July 2001
Skills
Series 7, Mutual Funds, Portfolio Management, Investment Advisory, Sales Management, Financial Planning, Series 63, Management, Securities, Financial Services, Investments, Wealth Management, Equities, Finance
Education
University of California, Berkeley
Ryan M. Blum, Esq.'s Scottrade, Inc Experience November 2006 - December 2010
Job AVP: Private Equity and M&A I Multinational Risk I Insurance I Executive Risk I Employee Benefits
Industry Insurance
Experience
Lockton Companies September 2011 - Present
Entrepreneur December 2010 - December 2012
Scottrade, Inc. November 2006 - December 2010
HOK May 2004 - November 2006
Skills
Negotiation, Risk Mitigation, Teamwork, People Skills, Contract Negotiation, Insurance, Problem Solving, New Business Development, Public Speaking, Fundraising, Cross-functional Team..., Risk Management, Operations Management, Legal Writing, Business Strategy, Strategic Planning, Writing, Leadership, Team Building, Litigation, Microsoft Excel, Health Care Reform, Corporate Law, Team Leadership, Training, Business Development, Marketing, Entrepreneurship, Project Management, Finance, Human Resources, Policy
Education
Saint Louis University School of Law
J.D.
Saint Louis University John Cook School of Business
MBA
Northwest Missouri State University
B.S., International Business
William C. Wefel Center for Employment Law
Certificate
ITESM (Instituto de Tecnologico y Estudios Superiores de
Lockton Companies September 2011 - Present
Entrepreneur December 2010 - December 2012
Scottrade, Inc. November 2006 - December 2010
HOK May 2004 - November 2006
Skills
Negotiation, Risk Mitigation, Teamwork, People Skills, Contract Negotiation, Insurance, Problem Solving, New Business Development, Public Speaking, Fundraising, Cross-functional Team..., Risk Management, Operations Management, Legal Writing, Business Strategy, Strategic Planning, Writing, Leadership, Team Building, Litigation, Microsoft Excel, Health Care Reform, Corporate Law, Team Leadership, Training, Business Development, Marketing, Entrepreneurship, Project Management, Finance, Human Resources, Policy
Education
Saint Louis University School of Law
J.D.
Saint Louis University John Cook School of Business
MBA
Northwest Missouri State University
B.S., International Business
William C. Wefel Center for Employment Law
Certificate
ITESM (Instituto de Tecnologico y Estudios Superiores de
Sheila Bertorelli's Scottrade, Inc Experience August 2012 - Present
Job Real Estate Manager at Scottrade
Industry Commercial Real Estate
Experience
Scottrade, Inc. August 2012 - Present
Scottrade, Inc. September 2007 - August 2012
Solon Gershman, Inc. February 2001 - July 2007
Enterprise Rent-A-Car 1989 - 2000
Skills
Real Estate, Commercial Real Estate, Leases, Lease Negotiations, Negotiation, Facilities Management, Tenant, Property, Relocation, Brokerage, Strategic Planning, Real Estate Economics, Contract Management
Education
Southwest Missouri State University
Bachelor of Science (B.S.), Marketing & Management
Scottrade, Inc. August 2012 - Present
Scottrade, Inc. September 2007 - August 2012
Solon Gershman, Inc. February 2001 - July 2007
Enterprise Rent-A-Car 1989 - 2000
Skills
Real Estate, Commercial Real Estate, Leases, Lease Negotiations, Negotiation, Facilities Management, Tenant, Property, Relocation, Brokerage, Strategic Planning, Real Estate Economics, Contract Management
Education
Southwest Missouri State University
Bachelor of Science (B.S.), Marketing & Management
David Bower David Bower's Scottrade, Inc Experience October 2009 - February 2010
Job Associate Product Manager at Klein Tools
Industry Market Research
Experience
Klein Tools March 2014 - Present
JEL Management January 2012 - March 2014
Texas Christian University September 2011 - December 2011
HOPE Farm Inc. September 2010 - June 2011
Texas Rangers Baseball Club June 2010 - November 2010
H.O.P.E. Farm September 2009 - September 2010
Scottrade, Inc October 2009 - February 2010
LarsonAllen LLP May 2009 - August 2009
Skills
Microsoft Excel, Academic Achievement, Public Speaking, Team Leadership, Non-profits, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Social Media, Market Research, Financial Analysis, Outlook, Nonprofits, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Texas Christian University
Bachelor of Business Administration (BBA), Finance, General
The Neeley School of Business
Bachelor, Business Administration; Finance and Entrepreneurial Management double
Klein Tools March 2014 - Present
JEL Management January 2012 - March 2014
Texas Christian University September 2011 - December 2011
HOPE Farm Inc. September 2010 - June 2011
Texas Rangers Baseball Club June 2010 - November 2010
H.O.P.E. Farm September 2009 - September 2010
Scottrade, Inc October 2009 - February 2010
LarsonAllen LLP May 2009 - August 2009
Skills
Microsoft Excel, Academic Achievement, Public Speaking, Team Leadership, Non-profits, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Social Media, Market Research, Financial Analysis, Outlook, Nonprofits, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Texas Christian University
Bachelor of Business Administration (BBA), Finance, General
The Neeley School of Business
Bachelor, Business Administration; Finance and Entrepreneurial Management double
Chad Klemens Chad Klemens's Scottrade, Inc Experience December 1999 - December 2004
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2005 - Present
Scottrade Inc. December 1999 - December 2004
Scottsdale Securities Inc. October 1998 - December 1999
Skills
Series 7, Series 63, Series 24, Financial Services, Options, Banking, Mutual Funds, Securities, Investments, Fixed Income, ETFs, IRAs, Stocks, Portfolio Management, Uniform Combined State..., Bonds, FINRA, Equities
Education
The University of Akron 1995 — 1999
Bachelor of Business Administration (BBA), Corporate Finance
Scottrade January 2005 - Present
Scottrade Inc. December 1999 - December 2004
Scottsdale Securities Inc. October 1998 - December 1999
Skills
Series 7, Series 63, Series 24, Financial Services, Options, Banking, Mutual Funds, Securities, Investments, Fixed Income, ETFs, IRAs, Stocks, Portfolio Management, Uniform Combined State..., Bonds, FINRA, Equities
Education
The University of Akron 1995 — 1999
Bachelor of Business Administration (BBA), Corporate Finance
Eric Michalski, CFP® Eric Michalski, CFP®'s Scottrade, Inc Experience May 2003 - April 2006
Job Associate Advisor at Jon Baker Financial Group
Industry Financial Services
Experience
Jon Baker Financial Group March 2011 - Present
Jon Baker Financial group March 2011 - Present
Nationwide Insurance October 2009 - January 2011
TD Ameritrade July 2006 - August 2009
Scottrade Inc. May 2003 - April 2006
E*Trade Financial October 2000 - April 2003
Skills
Asset Managment, Insurance, Investments, Real Estate, Financial Services, Securities, Estate Planning, 401k, Asset Management, Financial Planners, Finance, Pensions, Retirement Planning, FINRA, Relationship Management, Strategic Financial..., Trading, Customer Service, Tax, Analysis, Mutual Funds, Life Insurance, Wealth Management
Education
University of Georgia - Terry College of Business 2013 — 2015
CFP, Certificate For Financial Planning
Arizona State University - W. P. Carey School of Business 1995 — 1998
B.S., Finance
Maine South High School 1988 — 1992
Jon Baker Financial Group March 2011 - Present
Jon Baker Financial group March 2011 - Present
Nationwide Insurance October 2009 - January 2011
TD Ameritrade July 2006 - August 2009
Scottrade Inc. May 2003 - April 2006
E*Trade Financial October 2000 - April 2003
Skills
Asset Managment, Insurance, Investments, Real Estate, Financial Services, Securities, Estate Planning, 401k, Asset Management, Financial Planners, Finance, Pensions, Retirement Planning, FINRA, Relationship Management, Strategic Financial..., Trading, Customer Service, Tax, Analysis, Mutual Funds, Life Insurance, Wealth Management
Education
University of Georgia - Terry College of Business 2013 — 2015
CFP, Certificate For Financial Planning
Arizona State University - W. P. Carey School of Business 1995 — 1998
B.S., Finance
Maine South High School 1988 — 1992
Beth Grant (Scottrade) Beth Grant (Scottrade)'s Scottrade, Inc Experience November 2005 - Present
Job Senior Corporate Facilities Specialist
Industry Facilities Services
Experience
SCOTTRADE, INC November 2005 - Present
Skills
Customer Service, Project Planning, Microsoft Office, Troubleshooting, Security, Negotiation, Analysis, Management, Project Management, Software Documentation, Team Leadership, Construction, Process Improvement, Networking, Outlook, Budgets, Microsoft Excel, Accounting, Vendor Management, Leadership, Team Building, Contract Negotiation, Training, Facilities Management, Operations Management
Education
University of Missouri-Saint Louis 2004 — 2009
Bachelor of Arts, Communications
SCOTTRADE, INC November 2005 - Present
Skills
Customer Service, Project Planning, Microsoft Office, Troubleshooting, Security, Negotiation, Analysis, Management, Project Management, Software Documentation, Team Leadership, Construction, Process Improvement, Networking, Outlook, Budgets, Microsoft Excel, Accounting, Vendor Management, Leadership, Team Building, Contract Negotiation, Training, Facilities Management, Operations Management
Education
University of Missouri-Saint Louis 2004 — 2009
Bachelor of Arts, Communications
Adrienne Neckermann Adrienne Neckermann's Scottrade, Inc Experience December 2005 - February 2010
Job Assistant to the Vice Provost of Graduate Studies at Missouri S&T
Industry Higher Education
Experience
Missouri S&T - Office of Graduate Studies July 2014 - Present
Missouri S&T - Career Opportunities & Employer Relations February 2011 - July 2014
Missouri S&T - Career Opportunities and Employer Relations August 2010 - February 2011
Missouri University of Science and Technology February 2010 - August 2010
Scottrade, Inc December 2005 - February 2010
King Commercial May 2005 - December 2005
TSU May 2004 - May 2005
City of Kirksville May 2004 - August 2004
Skills
MS Office Suite, Career Services, Career Advising, Career Development, Career Transitions, Alumni Relations, Social Media, Social Media Marketing, Social Media Relations, Resume Writing, Interview Preparation, Interview Coaching, Cover Letters, Social Networking Sites, Social Networking..., Professional Networking, Employee Relations, College Recruiting, Recruitment/Retention, Student Recruitment, Student Services, Student Engagement, Graphic Design, Marketing Communications, Internal Communications, Event Planning, Event Marketing, Editing, Graduate Recruitment, Recruitment Training, Human Resources, Human Resource..., Social Networking, Social Media Education, Photoshop, Public Speaking, Career Counseling, Student Recruiting, Microsoft Office, Student Affairs, Recruiting, Onboarding, Interviews, Job Search Strategies, Time Management, Job Fairs, Student Development, Hiring, HRIS
Education
Missouri University of Science & Technology 2012 — 2014
Master of Science (MS), Technical Communication, 4.0
Truman State University 2001 — 2005
BA, Communication, Philosophy & Religion
Missouri S&T - Office of Graduate Studies July 2014 - Present
Missouri S&T - Career Opportunities & Employer Relations February 2011 - July 2014
Missouri S&T - Career Opportunities and Employer Relations August 2010 - February 2011
Missouri University of Science and Technology February 2010 - August 2010
Scottrade, Inc December 2005 - February 2010
King Commercial May 2005 - December 2005
TSU May 2004 - May 2005
City of Kirksville May 2004 - August 2004
Skills
MS Office Suite, Career Services, Career Advising, Career Development, Career Transitions, Alumni Relations, Social Media, Social Media Marketing, Social Media Relations, Resume Writing, Interview Preparation, Interview Coaching, Cover Letters, Social Networking Sites, Social Networking..., Professional Networking, Employee Relations, College Recruiting, Recruitment/Retention, Student Recruitment, Student Services, Student Engagement, Graphic Design, Marketing Communications, Internal Communications, Event Planning, Event Marketing, Editing, Graduate Recruitment, Recruitment Training, Human Resources, Human Resource..., Social Networking, Social Media Education, Photoshop, Public Speaking, Career Counseling, Student Recruiting, Microsoft Office, Student Affairs, Recruiting, Onboarding, Interviews, Job Search Strategies, Time Management, Job Fairs, Student Development, Hiring, HRIS
Education
Missouri University of Science & Technology 2012 — 2014
Master of Science (MS), Technical Communication, 4.0
Truman State University 2001 — 2005
BA, Communication, Philosophy & Religion
Ben Del Buono Ben Del Buono's Scottrade, Inc Experience March 2008 - February 2009
Job Assistant Clinical Research Coordinator, SFGH Trauma Research
Industry Hospital & Health Care
Experience
UCSF April 2015 - Present
UCSF February 2013 - Present
The Beach and Park Chalet Restaurants July 2014 - April 2015
Good Samaritan Hospital May 2010 - March 2013
Roberto Clemente Santa Ana Health Clinic, Inc. August 2011 - April 2012
The Party Helpers September 2009 - May 2010
The Wave House San Diego May 2009 - September 2009
Scottrade, Inc. March 2008 - February 2009
Skills
Intermediate Spanish, Hospitals, Radiology, Microsoft Excel, Nursing, Microsoft Word, Medical Imaging, PowerPoint
Education
San Francisco State University 2012 — 2014
Pre-Health Professions Certificate Program, Pre-Medicine/Pre-Medical Studies
University of San Diego 2006 — 2009
BA, Sociology
Archbishop Mitty High School
UCSF April 2015 - Present
UCSF February 2013 - Present
The Beach and Park Chalet Restaurants July 2014 - April 2015
Good Samaritan Hospital May 2010 - March 2013
Roberto Clemente Santa Ana Health Clinic, Inc. August 2011 - April 2012
The Party Helpers September 2009 - May 2010
The Wave House San Diego May 2009 - September 2009
Scottrade, Inc. March 2008 - February 2009
Skills
Intermediate Spanish, Hospitals, Radiology, Microsoft Excel, Nursing, Microsoft Word, Medical Imaging, PowerPoint
Education
San Francisco State University 2012 — 2014
Pre-Health Professions Certificate Program, Pre-Medicine/Pre-Medical Studies
University of San Diego 2006 — 2009
BA, Sociology
Archbishop Mitty High School
Remy Noel Remy Noel's Scottrade, Inc Experience October 2009 - August 2010
Job Student at University of South Florida College of Business Administration
Industry Information Technology and Services
Experience
Seven One Seven Parking Enterprises August 2005 - Present
Scottrade Inc October 2009 - August 2010
Steve and Barry's August 2008 - December 2008
Education
University of South Florida 2005 — 2011
BS, Management Information Systems
University of South Florida
BS, Management Information Systems
Seven One Seven Parking Enterprises August 2005 - Present
Scottrade Inc October 2009 - August 2010
Steve and Barry's August 2008 - December 2008
Education
University of South Florida 2005 — 2011
BS, Management Information Systems
University of South Florida
BS, Management Information Systems
Brad Jenson Brad Jenson's Scottrade, Inc Experience January 2009 - February 2011
Job Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
J&M Ventures October 2012 - January 2014
The Blueshirt Group August 2011 - October 2012
BCA Research, Inc March 2011 - August 2011
Scottrade, Inc January 2009 - February 2011
Jefferies & Company July 2007 - May 2008
American Chamber of Commerce September 2005 - May 2006
Skills
Series 7, Series 63, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Stockbroking, Sales, Business Development, Investor Relations, Russian, Ukrainian, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Valuation
Education
Columbia University 2003 — 2007
B.A, Russian Regional Studies; Economics
Moscow International University 2005 — 2006
Russian Economy
Columbia University in the City of New York
Goldman Sachs January 2014 - Present
J&M Ventures October 2012 - January 2014
The Blueshirt Group August 2011 - October 2012
BCA Research, Inc March 2011 - August 2011
Scottrade, Inc January 2009 - February 2011
Jefferies & Company July 2007 - May 2008
American Chamber of Commerce September 2005 - May 2006
Skills
Series 7, Series 63, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Stockbroking, Sales, Business Development, Investor Relations, Russian, Ukrainian, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Valuation
Education
Columbia University 2003 — 2007
B.A, Russian Regional Studies; Economics
Moscow International University 2005 — 2006
Russian Economy
Columbia University in the City of New York
Tobye Thomasson Tobye Thomasson's Scottrade, Inc Experience March 2010 - December 2011
Job Technical Product Analyst at Trust Company of America
Industry Computer Software
Experience
Trust Company of America December 2011 - Present
Scottrade, Inc. March 2010 - December 2011
Computer Research, Inc. October 2004 - February 2010
The SYGMA Network May 2000 - May 2003
The Hibbert Group July 1999 - May 2000
Rippe Kingston Financial Software, LLC (formerly Financial Software, Inc) May 1995 - June 1999
Skills
Requirements Analysis, SDLC, Program Management, Business Analysis, Testing, DB2, Test Planning, Quality Assurance, Analysis, Agile Methodologies, Quality Center, User Acceptance Testing, IBM iSeries, SQL, Unix, Databases, Software Development, COBOL, XML, Microsoft SQL Server, Software Documentation, SharePoint, Integration, Requirements Gathering, Visio, Software Project..., Agile & Waterfall...
Education
Red Rocks Community College 2002 — 2002
Java for the iSeries
Arapahoe Community College 2001 — 2001
Java Programming
Gwinnett Technical Institute
AAT, Computer Programming
Biola University 1975 — 1979
BS, Biological Sciences; PreMed Emphasis
Trust Company of America December 2011 - Present
Scottrade, Inc. March 2010 - December 2011
Computer Research, Inc. October 2004 - February 2010
The SYGMA Network May 2000 - May 2003
The Hibbert Group July 1999 - May 2000
Rippe Kingston Financial Software, LLC (formerly Financial Software, Inc) May 1995 - June 1999
Skills
Requirements Analysis, SDLC, Program Management, Business Analysis, Testing, DB2, Test Planning, Quality Assurance, Analysis, Agile Methodologies, Quality Center, User Acceptance Testing, IBM iSeries, SQL, Unix, Databases, Software Development, COBOL, XML, Microsoft SQL Server, Software Documentation, SharePoint, Integration, Requirements Gathering, Visio, Software Project..., Agile & Waterfall...
Education
Red Rocks Community College 2002 — 2002
Java for the iSeries
Arapahoe Community College 2001 — 2001
Java Programming
Gwinnett Technical Institute
AAT, Computer Programming
Biola University 1975 — 1979
BS, Biological Sciences; PreMed Emphasis
Jen Olivas, RP®'s Scottrade, Inc Experience January 2009 - June 2010
Job Financial Analyst
Industry Research
Experience
California Department of Health Care Services May 2015 - Present
Larkspur Financial Advisors August 2012 - April 2015
The Blueshirt Group December 2011 - May 2012
Deutsche Bank July 2011 - December 2011
Bass Underwriters July 2010 - April 2011
Scottrade Inc January 2009 - June 2010
UCDavis Architects & Engineers June 2006 - March 2009
Skills
Teamwork, Problem Solving, Organization, Client Relations Skills, Self-motivated..., Superior Work Ethic, Series 7, Registered Paraplanner
Education
California State University-Sacramento 2005 — 2010
Business, Business Administration, Concentrations in Finance; Risk Management & Insurance
California Department of Health Care Services May 2015 - Present
Larkspur Financial Advisors August 2012 - April 2015
The Blueshirt Group December 2011 - May 2012
Deutsche Bank July 2011 - December 2011
Bass Underwriters July 2010 - April 2011
Scottrade Inc January 2009 - June 2010
UCDavis Architects & Engineers June 2006 - March 2009
Skills
Teamwork, Problem Solving, Organization, Client Relations Skills, Self-motivated..., Superior Work Ethic, Series 7, Registered Paraplanner
Education
California State University-Sacramento 2005 — 2010
Business, Business Administration, Concentrations in Finance; Risk Management & Insurance
Lance Simon Lance Simon's Scottrade, Inc Experience March 1999 - February 2002
Job Student at University of MissouriSaint Louis
Industry Accounting
Experience
Wells Fargo Advisors August 2013 - Present
Edward Jones November 2012 - July 2013
BEIJING YOUTH POLITICAL COLLEGE September 2002 - January 2012
SCOTTRADE, INC March 1999 - February 2002
AEROSPACE COMMUNITY CREDIT UNION February 1998 - March 1999
Skills
Accounting, Auditing, Management, Cost Accounting, Mergers & Acquisitions, Finance, Financial Analysis, Financial Reporting, Microsoft Excel
Education
University of Missouri-Saint Louis 2009 — 2014
Masters of Accountancy, Accounting
University of Missouri-Columbia
Bachelors of Science, Business Administration; Finance and Banking
Wells Fargo Advisors August 2013 - Present
Edward Jones November 2012 - July 2013
BEIJING YOUTH POLITICAL COLLEGE September 2002 - January 2012
SCOTTRADE, INC March 1999 - February 2002
AEROSPACE COMMUNITY CREDIT UNION February 1998 - March 1999
Skills
Accounting, Auditing, Management, Cost Accounting, Mergers & Acquisitions, Finance, Financial Analysis, Financial Reporting, Microsoft Excel
Education
University of Missouri-Saint Louis 2009 — 2014
Masters of Accountancy, Accounting
University of Missouri-Columbia
Bachelors of Science, Business Administration; Finance and Banking
Kelly Brosnan's Scottrade, Inc Experience June 2008 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
Scottrade, Inc. June 2008 - Present
Express Scripts April 2007 - June 2008
Lowenhaupt Global Advisors April 2006 - April 2007
Perficient February 2005 - March 2006
The Commerce Trust Company May 2001 - January 2005
Lincoln Industrial November 1999 - May 2001
Ernst & Young November 1998 - October 1999
Bank of America April 1992 - November 1998
Skills
Windows, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, Visio, Access, Human Resources, Leadership, Management, Customer Service, Time Management, Finance, Budgets, Marketing, Strategy, Project Management, Strategic Planning, Team Building, Event Planning, Event Management, Facebook, 10 Key, Legal Research, Networking, Training, Troubleshooting
Education
St. Louis Community College
Associates, Business
Scottrade, Inc. June 2008 - Present
Express Scripts April 2007 - June 2008
Lowenhaupt Global Advisors April 2006 - April 2007
Perficient February 2005 - March 2006
The Commerce Trust Company May 2001 - January 2005
Lincoln Industrial November 1999 - May 2001
Ernst & Young November 1998 - October 1999
Bank of America April 1992 - November 1998
Skills
Windows, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, Visio, Access, Human Resources, Leadership, Management, Customer Service, Time Management, Finance, Budgets, Marketing, Strategy, Project Management, Strategic Planning, Team Building, Event Planning, Event Management, Facebook, 10 Key, Legal Research, Networking, Training, Troubleshooting
Education
St. Louis Community College
Associates, Business
Teja Devana's Scottrade, Inc Experience October 2011 - December 2012
Job Deal Desk Analyst at Infor (US), Inc.
Industry Information Technology and Services
Experience
Infor (US), Inc. November 2013 - Present
Arby's Restaurant Group, Inc. February 2013 - October 2013
Scottrade, Inc October 2011 - December 2012
Fry's Electronics December 2008 - October 2011
Skills
Fluent in English,..., Proficient in SharePoint, Proficient in Microsoft..., Financial Analysis, Accounting, Auditing, Finance, Financial Statements, Financial Reporting, Strategic Financial..., Microsoft Excel, Pivot Tables, Cash, Forecasting, Access, Internal Audit, Microsoft Office
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Bachelor of Business Administration; MBA, Finance; International Business; Finance
Infor (US), Inc. November 2013 - Present
Arby's Restaurant Group, Inc. February 2013 - October 2013
Scottrade, Inc October 2011 - December 2012
Fry's Electronics December 2008 - October 2011
Skills
Fluent in English,..., Proficient in SharePoint, Proficient in Microsoft..., Financial Analysis, Accounting, Auditing, Finance, Financial Statements, Financial Reporting, Strategic Financial..., Microsoft Excel, Pivot Tables, Cash, Forecasting, Access, Internal Audit, Microsoft Office
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Bachelor of Business Administration; MBA, Finance; International Business; Finance
Chris Moloney's Scottrade, Inc Experience February 2006 - February 2010
Job Enthusiastic leader. CEO of GREMLN social & digital marketing, prior CMO of Wells Fargo Advisors, Scottrade & Experian
Industry Marketing and Advertising
Experience
Gremln.com September 2015 - Present
ARIA Consulting LLC December 2014 - September 2015
Wells Fargo Advisors 2010 - 2014
Experian 2010 - November 2010
Scottrade, Inc. February 2006 - February 2010
Olin Business School 2007 - 2009
Charter Communications 2005 - 2006
Lindenwood University 2003 - 2006
Parago March 2004 - October 2005
Maritz Loyalty Marketing 1999 - 2004
Education
Wharton School of Business 2011 — 2014
Securities Industry Institute Program, Finance and Financial Management, Leadership
Lindenwood University 1996 — 1998
MBA (Masters of Business Administration), Marketing and Finance Focus
Missouri State University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Emphasis: Marketing, Finance, General Business
Saint Louis University 2001 — 2016
PhD. Candidate, Interdisciplinary Studies: Communications, Marketing and Public Policy
Christian Brothers College High School (CBC) St. Louis, MO
Gremln.com September 2015 - Present
ARIA Consulting LLC December 2014 - September 2015
Wells Fargo Advisors 2010 - 2014
Experian 2010 - November 2010
Scottrade, Inc. February 2006 - February 2010
Olin Business School 2007 - 2009
Charter Communications 2005 - 2006
Lindenwood University 2003 - 2006
Parago March 2004 - October 2005
Maritz Loyalty Marketing 1999 - 2004
Education
Wharton School of Business 2011 — 2014
Securities Industry Institute Program, Finance and Financial Management, Leadership
Lindenwood University 1996 — 1998
MBA (Masters of Business Administration), Marketing and Finance Focus
Missouri State University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Emphasis: Marketing, Finance, General Business
Saint Louis University 2001 — 2016
PhD. Candidate, Interdisciplinary Studies: Communications, Marketing and Public Policy
Christian Brothers College High School (CBC) St. Louis, MO
Colby Thompson Colby Thompson's Scottrade, Inc Experience January 2015 - Present
Job Intern at Scottrade Inc.
Industry Investment Management
Experience
Scottrade Inc. January 2015 - Present
Atmos Energy August 2008 - January 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership
Education
Southern Methodist University 2014 — 2016
Bachelor's Degree, Finance
Scottrade Inc. January 2015 - Present
Atmos Energy August 2008 - January 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership
Education
Southern Methodist University 2014 — 2016
Bachelor's Degree, Finance
Corinne Muller's Scottrade, Inc Experience June 2015 - Present
Job Scottrade
Industry Financial Services
Experience
Scottrade, Inc. June 2015 - Present
Scottrade May 2013 - Present
State of Missouri Secretary of State Office September 2011 - May 2013
American Family Insurance September 2005 - April 2011
Kortenhof & Ely PC February 2003 - September 2005
Floyd Law Firm, PC April 2001 - February 2003
Skills
Litigation, Legal Research, PowerPoint, Legal Writing, Civil Litigation, Insurance, Commercial Litigation, Mediation, Corporate Law, Contract Negotiation, Public Speaking, Negotiation, Outlook, Microsoft Office, Product Liability, Westlaw, Appeals, Courts, Estate Planning, Insurance Law, Litigation Management
Education
University of Tulsa College of Law 1997 — 2000
Doctor of Law (JD), Law
Columbia College 1995 — 1997
BS/BA, Business Administration and Management, General
Rosati-Kain High School 1986 — 1990
Diploma, General College Prep
Scottrade, Inc. June 2015 - Present
Scottrade May 2013 - Present
State of Missouri Secretary of State Office September 2011 - May 2013
American Family Insurance September 2005 - April 2011
Kortenhof & Ely PC February 2003 - September 2005
Floyd Law Firm, PC April 2001 - February 2003
Skills
Litigation, Legal Research, PowerPoint, Legal Writing, Civil Litigation, Insurance, Commercial Litigation, Mediation, Corporate Law, Contract Negotiation, Public Speaking, Negotiation, Outlook, Microsoft Office, Product Liability, Westlaw, Appeals, Courts, Estate Planning, Insurance Law, Litigation Management
Education
University of Tulsa College of Law 1997 — 2000
Doctor of Law (JD), Law
Columbia College 1995 — 1997
BS/BA, Business Administration and Management, General
Rosati-Kain High School 1986 — 1990
Diploma, General College Prep
Anastasia Kennedy's Scottrade, Inc Experience May 2014 - December 2014
Job Analyst at Gleaners Food Bank of Indiana
Industry Financial Services
Experience
Gleaners Food Bank of Indiana September 2015 - Present
World Business Lenders, LLC June 2015 - September 2015
Greenstone Equity Partners June 2015 - September 2015
Scottrade, Inc. May 2014 - December 2014
Education
Butler University 2011 — 2015
Bachelor of Science in International Business/Finance
Gleaners Food Bank of Indiana September 2015 - Present
World Business Lenders, LLC June 2015 - September 2015
Greenstone Equity Partners June 2015 - September 2015
Scottrade, Inc. May 2014 - December 2014
Education
Butler University 2011 — 2015
Bachelor of Science in International Business/Finance
Bradley Petzold, MBA, CRCR Bradley Petzold, MBA, CRCR's Scottrade, Inc Experience September 2009 - July 2010
Job Cerner Sr. Team Lead
Industry Information Technology and Services
Experience
Cerner Corporation January 2011 - Present
Farmers Insurance July 2010 - January 2011
Scottrade, Inc September 2009 - July 2010
Skills
Managing Database, SQL, Microsoft Office, Microsoft Excel, Management, Marketing, Negotiation, Training
Education
The University of Kansas 2008 — 2010
Master of Business Administration, Finance
Ecole supérieure de Commerce de Clermont-Ferrand 2009 — 2009
Study Abroad, International Business Marketing
The University of Kansas 2005 — 2008
Bachelor, Music; Piano Performance; Business
Cerner Corporation January 2011 - Present
Farmers Insurance July 2010 - January 2011
Scottrade, Inc September 2009 - July 2010
Skills
Managing Database, SQL, Microsoft Office, Microsoft Excel, Management, Marketing, Negotiation, Training
Education
The University of Kansas 2008 — 2010
Master of Business Administration, Finance
Ecole supérieure de Commerce de Clermont-Ferrand 2009 — 2009
Study Abroad, International Business Marketing
The University of Kansas 2005 — 2008
Bachelor, Music; Piano Performance; Business
Eric Adjei, CPA Eric Adjei, CPA's Scottrade, Inc Experience November 2009 - September 2010
Job Senior Associate Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey August 2015 - Present
Eastfield College August 2014 - Present
Huselton, Morgan & Maultsby, P.C. July 2013 - Present
Huselton, Morgan & Maultsby, P.C. July 2014 - August 2015
Huselton, Morgan & Maultsby, P.C. January 2012 - June 2013
MedSynergies September 2010 - January 2012
Richland College January 2011 - December 2011
Scottrade Inc November 2009 - September 2010
JP Morgan Chase August 2007 - November 2009
Skills
Accounting, Excel, Financial Accounting, Accounts Receivable, Word, Financial Reporting, Outlook, Financial Analysis, Reconciliation, Teamwork, PowerPoint, Access, Customer Service, Client Engagement, Audit, Due Diligence, Stock Trading, Mergers, Banking, Consolidated Financial..., Account Reconciliation, Microsoft Excel, Microsoft Word, Auditing, General Ledger, QuickBooks, Sarbanes-Oxley Act, Financial Statements, GAAP, Accounts Payable, Internal Controls, Bookkeeping, Finance, CPA, Cash Flow, Financial Audits, Journal Entries, Great Plains Software, Bank Reconciliation, Revenue Recognition, Accruals, Pivot Tables, Vlookup, Consolidation, Microsoft Office, Cash Flow Forecasting, External Audit, Cash Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Masters, Accounting
The University of Texas at Dallas 2009 — 2010
B.S, Accounting and Information Management
Brookhaven Community College 2007 — 2009
Transfer courses, Accounting & Finance
Dalls CPA Society - Leadership Development Academy 2015 — 2016
Leadership
McGladrey August 2015 - Present
Eastfield College August 2014 - Present
Huselton, Morgan & Maultsby, P.C. July 2013 - Present
Huselton, Morgan & Maultsby, P.C. July 2014 - August 2015
Huselton, Morgan & Maultsby, P.C. January 2012 - June 2013
MedSynergies September 2010 - January 2012
Richland College January 2011 - December 2011
Scottrade Inc November 2009 - September 2010
JP Morgan Chase August 2007 - November 2009
Skills
Accounting, Excel, Financial Accounting, Accounts Receivable, Word, Financial Reporting, Outlook, Financial Analysis, Reconciliation, Teamwork, PowerPoint, Access, Customer Service, Client Engagement, Audit, Due Diligence, Stock Trading, Mergers, Banking, Consolidated Financial..., Account Reconciliation, Microsoft Excel, Microsoft Word, Auditing, General Ledger, QuickBooks, Sarbanes-Oxley Act, Financial Statements, GAAP, Accounts Payable, Internal Controls, Bookkeeping, Finance, CPA, Cash Flow, Financial Audits, Journal Entries, Great Plains Software, Bank Reconciliation, Revenue Recognition, Accruals, Pivot Tables, Vlookup, Consolidation, Microsoft Office, Cash Flow Forecasting, External Audit, Cash Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Masters, Accounting
The University of Texas at Dallas 2009 — 2010
B.S, Accounting and Information Management
Brookhaven Community College 2007 — 2009
Transfer courses, Accounting & Finance
Dalls CPA Society - Leadership Development Academy 2015 — 2016
Leadership
Ross Brayton Ross Brayton's Scottrade, Inc Experience April 2006 - Present
Job Compliance Analyst, Marketing @ Scottrade, Inc.
Industry Financial Services
Experience
Scottrade January 2015 - Present
Scottrade April 2014 - Present
Scottrade, Inc April 2006 - Present
Wachovia Bank 2004 - 2006
TDAmeritrade 2002 - 2004
Charles Schwab 1999 - 2002
Education
American Public University System 2014 — 2017
Master's degree
Texas A&M Commerce 2011 — 2011
Certificate
University of South Florida 1997 — 1999
Bachelor’s Degree
Scottrade January 2015 - Present
Scottrade April 2014 - Present
Scottrade, Inc April 2006 - Present
Wachovia Bank 2004 - 2006
TDAmeritrade 2002 - 2004
Charles Schwab 1999 - 2002
Education
American Public University System 2014 — 2017
Master's degree
Texas A&M Commerce 2011 — 2011
Certificate
University of South Florida 1997 — 1999
Bachelor’s Degree
Daniel Pucek Daniel Pucek's Scottrade, Inc Experience June 2009 - September 2010
Job Treasury Accountant at UL
Industry Public Safety
Experience
UL June 2012 - Present
Alakai Hotel January 2003 - 2011
Scottrade Inc June 2009 - September 2010
Target June 2008 - November 2008
Jumpstart September 2007 - January 2008
Skills
Leadership, Microsoft Excel, Teamwork, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Finance, Outlook, Customer Service, Valuation, Accounting, Research, Management, Time Management, Analysis
Education
DePaul University 2007 — 2011
Bachelors of Science, Accounting & Finance (Double Major)
Addison Trail Highschool 2003 — 2007
UL June 2012 - Present
Alakai Hotel January 2003 - 2011
Scottrade Inc June 2009 - September 2010
Target June 2008 - November 2008
Jumpstart September 2007 - January 2008
Skills
Leadership, Microsoft Excel, Teamwork, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Finance, Outlook, Customer Service, Valuation, Accounting, Research, Management, Time Management, Analysis
Education
DePaul University 2007 — 2011
Bachelors of Science, Accounting & Finance (Double Major)
Addison Trail Highschool 2003 — 2007
Colin Cheney Colin Cheney's Scottrade, Inc Experience January 2008 - May 2008
Job Channel Relationship Manager at ShopKeep
Industry Computer Software
Experience
Nadex February 2014 - May 2015
OANDA July 2012 - February 2014
MF Global September 2011 - November 2011
JPMorgan Chase March 2010 - August 2011
Timothy O'Toole's Pub June 2009 - February 2010
The Mad Hatter May 2006 - March 2009
Scottrade Inc. January 2008 - May 2008
Integrity Energy Inc. June 2006 - August 2006
Skills
Financial Markets, Trading, Foreign Exchange, Financial Analysis, Microsoft Excel, Equities, Derivatives, Options, Sales, Risk Management, Microsoft Office, Business Development, Customer Service, Binary Options, Bull Spreads, Forex, Futures, Technical Analysis, International Finance, Salesforce.com, Bloomberg Terminal, PowerPoint
Education
University of Richmond 2004 — 2008
Bachelor of Science in Business Administration
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science in Business Administration
Nadex February 2014 - May 2015
OANDA July 2012 - February 2014
MF Global September 2011 - November 2011
JPMorgan Chase March 2010 - August 2011
Timothy O'Toole's Pub June 2009 - February 2010
The Mad Hatter May 2006 - March 2009
Scottrade Inc. January 2008 - May 2008
Integrity Energy Inc. June 2006 - August 2006
Skills
Financial Markets, Trading, Foreign Exchange, Financial Analysis, Microsoft Excel, Equities, Derivatives, Options, Sales, Risk Management, Microsoft Office, Business Development, Customer Service, Binary Options, Bull Spreads, Forex, Futures, Technical Analysis, International Finance, Salesforce.com, Bloomberg Terminal, PowerPoint
Education
University of Richmond 2004 — 2008
Bachelor of Science in Business Administration
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science in Business Administration
Rhonda Dailey's Scottrade, Inc Experience March 2014 - September 2015
Job Director of Human Capital at Stockman Kast Ryan + Company, LLP
Industry Human Resources
Experience
Stockman Kast Ryan + Company, LLP September 2015 - Present
Dailey Consulting, LLC 2013 - Present
Scottrade, Inc. March 2014 - September 2015
The Christian and Missionary Alliance March 2002 - March 2014
Skills
Leadership Development, Coaching, Conflict Resolution, Team Building, Program Development, Interviews, Public Speaking, Talent Management, Human Resources, Training, Organizational..., Executive Coaching, Leadership, Personal Development, Nonprofits, Performance Management, Employee Relations, Onboarding
Education
Colorado State University 2012 — 2014
Master of Science (MS), Organizational Leadership/ HR Management
University of Colorado Colorado Springs 1998 — 2000
BA, Psychology
CAPT, Inc
MBTI Certification
Minooka HS
Stockman Kast Ryan + Company, LLP September 2015 - Present
Dailey Consulting, LLC 2013 - Present
Scottrade, Inc. March 2014 - September 2015
The Christian and Missionary Alliance March 2002 - March 2014
Skills
Leadership Development, Coaching, Conflict Resolution, Team Building, Program Development, Interviews, Public Speaking, Talent Management, Human Resources, Training, Organizational..., Executive Coaching, Leadership, Personal Development, Nonprofits, Performance Management, Employee Relations, Onboarding
Education
Colorado State University 2012 — 2014
Master of Science (MS), Organizational Leadership/ HR Management
University of Colorado Colorado Springs 1998 — 2000
BA, Psychology
CAPT, Inc
MBTI Certification
Minooka HS
Jim Hassler Jim Hassler's Scottrade, Inc Experience January 2008 - August 2009
Job Global Data Security Lead Monsanto
Industry Biotechnology
Experience
Monsanto Company August 2015 - Present
Post Foods September 2014 - August 2015
Express Scripts December 2012 - September 2014
Citi February 2011 - December 2012
Federal Reserve Bank of St. Louis 2009 - February 2011
Scottrade, Inc. January 2008 - August 2009
Scottrade July 2007 - January 2008
Scottrade May 2006 - July 2007
Skills
CISSP, CISM, CISA, Security, PMP, ITIL, CRISC, Risk Management, Business Analysis, Computer Security, Disaster Recovery, Governance, IT Audit, Information Security
Education
Saint Louis University 2009 — 2012
MBA, Business
Saint Louis University 2003 — 2006
B.S.B.A, Finance
Monsanto Company August 2015 - Present
Post Foods September 2014 - August 2015
Express Scripts December 2012 - September 2014
Citi February 2011 - December 2012
Federal Reserve Bank of St. Louis 2009 - February 2011
Scottrade, Inc. January 2008 - August 2009
Scottrade July 2007 - January 2008
Scottrade May 2006 - July 2007
Skills
CISSP, CISM, CISA, Security, PMP, ITIL, CRISC, Risk Management, Business Analysis, Computer Security, Disaster Recovery, Governance, IT Audit, Information Security
Education
Saint Louis University 2009 — 2012
MBA, Business
Saint Louis University 2003 — 2006
B.S.B.A, Finance
David Hermansky David Hermansky's Scottrade, Inc Experience April 2007 - August 2009
Job Project Manager at Cenlar FSB
Industry Financial Services
Experience
Cenlar FSB March 2015 - Present
JPMorgan Chase April 2014 - March 2015
TD January 2014 - March 2014
TD Bank January 2010 - January 2014
Scottrade, Inc April 2007 - August 2009
Skills
Customer Service, Analysis, Social Networking, Leadership, Management, Training, Process Improvement, Project Management, Finance, Accounting, Entrepreneurship, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Monmouth University 2005 — 2009
Bachlors of Science, Finance and Management
Delran High School 2001 — 2005
High School Diploma
Cenlar FSB March 2015 - Present
JPMorgan Chase April 2014 - March 2015
TD January 2014 - March 2014
TD Bank January 2010 - January 2014
Scottrade, Inc April 2007 - August 2009
Skills
Customer Service, Analysis, Social Networking, Leadership, Management, Training, Process Improvement, Project Management, Finance, Accounting, Entrepreneurship, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Monmouth University 2005 — 2009
Bachlors of Science, Finance and Management
Delran High School 2001 — 2005
High School Diploma
Larry Louzon Larry Louzon's Scottrade, Inc Experience January 2011 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
SCOTTRADE, INC. January 2011 - Present
SCOTTRADE INC January 2010 - Present
SCOTTRADE, INC. March 2007 - January 2010
SCOTTRADE, INC. January 2006 - March 2007
SCOTTRADE, INC. January 2004 - January 2006
SCOTTRADE, INC. June 2000 - January 2004
SCOTTRADE, INC. May 1999 - June 2000
SCOTTRADE, INC. October 1998 - May 1999
WEST OTTAWA PROPERTY MANAGEMENT January 1994 - January 1998
Skills
Series 24, Series 7, Series 63, Mutual Funds, Bonds, Stocks, Stock Market, Securities, Finance, Investments, Options, FINRA, Retirement, IRAs, Financial Services, ETFs, Equities, Asset Allocation, Management, Retirement Planning
Education
Grand Valley State University
Bachelor of Science, Finance
Seidman School of Business, Grand Valley State University
Bachelor of Science, Finance
SCOTTRADE, INC. January 2011 - Present
SCOTTRADE INC January 2010 - Present
SCOTTRADE, INC. March 2007 - January 2010
SCOTTRADE, INC. January 2006 - March 2007
SCOTTRADE, INC. January 2004 - January 2006
SCOTTRADE, INC. June 2000 - January 2004
SCOTTRADE, INC. May 1999 - June 2000
SCOTTRADE, INC. October 1998 - May 1999
WEST OTTAWA PROPERTY MANAGEMENT January 1994 - January 1998
Skills
Series 24, Series 7, Series 63, Mutual Funds, Bonds, Stocks, Stock Market, Securities, Finance, Investments, Options, FINRA, Retirement, IRAs, Financial Services, ETFs, Equities, Asset Allocation, Management, Retirement Planning
Education
Grand Valley State University
Bachelor of Science, Finance
Seidman School of Business, Grand Valley State University
Bachelor of Science, Finance
Faraz Akhtar, CPA Faraz Akhtar, CPA's Scottrade, Inc Experience October 2009 - February 2010
Job Principal Compliance Specialist at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Leidos July 2013 - July 2015
Freddie Mac January 2011 - July 2013
MicroStrategy October 2010 - December 2010
Scottrade Inc October 2009 - February 2010
Grocery Manufacturers Association May 2009 - August 2009
The Washington Post January 2006 - March 2009
Skills
Internal Controls, Financial Analysis, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Auditing, Operational Risk, Operational Risk..., Microsoft Excel, Financial Risk, GAAP, Enterprise Risk..., Financial Accounting, Accounting, Corporate Finance, Tax, Analysis, Banking, Sarbanes-Oxley, Hyperion EPM
Education
George Mason University 2005 — 2010
Bachelor of Science (BS), Accounting and Finance, 3.44
Capital One July 2015 - Present
Leidos July 2013 - July 2015
Freddie Mac January 2011 - July 2013
MicroStrategy October 2010 - December 2010
Scottrade Inc October 2009 - February 2010
Grocery Manufacturers Association May 2009 - August 2009
The Washington Post January 2006 - March 2009
Skills
Internal Controls, Financial Analysis, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Auditing, Operational Risk, Operational Risk..., Microsoft Excel, Financial Risk, GAAP, Enterprise Risk..., Financial Accounting, Accounting, Corporate Finance, Tax, Analysis, Banking, Sarbanes-Oxley, Hyperion EPM
Education
George Mason University 2005 — 2010
Bachelor of Science (BS), Accounting and Finance, 3.44
Austin Mayeux Austin Mayeux's Scottrade, Inc Experience June 2009 - January 2011
Job Business Development Associate at Eze Software Group
Industry Financial Services
Experience
Eze Software Group July 2015 - Present
Eze Software Group June 2013 - July 2015
Eze Software Group August 2011 - June 2013
Prescience Investment Group December 2010 - August 2011
Scottrade Inc June 2009 - January 2011
Henchy, Verbois February 2009 - June 2009
Skills
Hold Series 7, Financial Modeling, Portfolio Management, Investments, Analysis, Financial Risk, Mutual Funds, Fixed Income, Financial Analysis, Bloomberg, Series 7, Equities, Bloomberg Terminal, Hedge Funds, Derivatives, Risk Management, Due Diligence, Trading, Trading Systems, Securities, Capital Markets, Financial Services
Education
Louisiana State University
BS, Economics
Swansea University
Economics
Eze Software Group July 2015 - Present
Eze Software Group June 2013 - July 2015
Eze Software Group August 2011 - June 2013
Prescience Investment Group December 2010 - August 2011
Scottrade Inc June 2009 - January 2011
Henchy, Verbois February 2009 - June 2009
Skills
Hold Series 7, Financial Modeling, Portfolio Management, Investments, Analysis, Financial Risk, Mutual Funds, Fixed Income, Financial Analysis, Bloomberg, Series 7, Equities, Bloomberg Terminal, Hedge Funds, Derivatives, Risk Management, Due Diligence, Trading, Trading Systems, Securities, Capital Markets, Financial Services
Education
Louisiana State University
BS, Economics
Swansea University
Economics
Kirsten Palfreyman's Scottrade, Inc Experience February 2003 - June 2005
Job Associate Attorney
Industry Law Practice
Experience
Monroe & Keele PC October 2011 - Present
Legal Aid Services of Oklahoma August 2011 - Present
U.S. Census Bureau April 2010 - July 2010
Judge Deborah January 2009 - May 2009
Judge Linda Morrissey May 2008 - July 2008
Merrill Lynch June 2005 - December 2006
Scottrade, Inc February 2003 - June 2005
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Courts, Civil Rights Litigation, Personal Injury..., Appeals, Personal Injury, Wrongful Death, Torts, Civil Rights, Automobile Accidents, Motions, Pleadings, Hearings
Education
University of Tulsa 2006 — 2011
JD/MBA, JD/MBA
Oklahoma State University 2000 — 2004
Bachelors, Business Administration
Booker T. Washington High School 1997 — 2000
High School Diploma, Japanese Language and Literature
Monroe & Keele PC October 2011 - Present
Legal Aid Services of Oklahoma August 2011 - Present
U.S. Census Bureau April 2010 - July 2010
Judge Deborah January 2009 - May 2009
Judge Linda Morrissey May 2008 - July 2008
Merrill Lynch June 2005 - December 2006
Scottrade, Inc February 2003 - June 2005
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Courts, Civil Rights Litigation, Personal Injury..., Appeals, Personal Injury, Wrongful Death, Torts, Civil Rights, Automobile Accidents, Motions, Pleadings, Hearings
Education
University of Tulsa 2006 — 2011
JD/MBA, JD/MBA
Oklahoma State University 2000 — 2004
Bachelors, Business Administration
Booker T. Washington High School 1997 — 2000
High School Diploma, Japanese Language and Literature
Robert Haire, III Robert Haire, III's Scottrade, Inc Experience March 2008 - March 2013
Job Manager of Legal Department Operations at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade,Inc. March 2013 - Present
Scottrade, Inc. March 2008 - March 2013
Donnell Smith & Associates, LLC 2001 - 2008
22nd Judicial Circuit Court of Missouri May 1997 - December 2001
Skills
Legal Writing, Litigation Support, Corporate Law, Securities, Due Diligence, Corporate Governance, Securities Regulation, Courts, Leadership, Document Review, Legal Issues, Driving Results, Legal Research, Research, Management, Legal Assistance, Legal Compliance, Litigation, Westlaw, Pleadings, Paralegals, Process Improvement, Public Speaking, Risk Management, Contract Negotiation, Financial Services, Civil Litigation, Insurance, Software Documentation, Analysis, Financial Reporting, Team Building, Internal Investigations, Project Planning, Team Leadership, Organized, Team Motivator, Business Ethics, Issue Identification, Project Management, Investigation, Problem Solving, Issue Resolution, Volunteer Management, Non-profit..., Non-profit Boards, Non-profit Leadership, Mentoring Of Staff, Achieving Measurable..., Department Budgeting
Education
Webster University 2008 — 2010
Master of Business Administration (MBA)
Maryville University of Saint Louis 1999 — 2002
Bachelor of Arts, Legal Studies
Scottrade,Inc. March 2013 - Present
Scottrade, Inc. March 2008 - March 2013
Donnell Smith & Associates, LLC 2001 - 2008
22nd Judicial Circuit Court of Missouri May 1997 - December 2001
Skills
Legal Writing, Litigation Support, Corporate Law, Securities, Due Diligence, Corporate Governance, Securities Regulation, Courts, Leadership, Document Review, Legal Issues, Driving Results, Legal Research, Research, Management, Legal Assistance, Legal Compliance, Litigation, Westlaw, Pleadings, Paralegals, Process Improvement, Public Speaking, Risk Management, Contract Negotiation, Financial Services, Civil Litigation, Insurance, Software Documentation, Analysis, Financial Reporting, Team Building, Internal Investigations, Project Planning, Team Leadership, Organized, Team Motivator, Business Ethics, Issue Identification, Project Management, Investigation, Problem Solving, Issue Resolution, Volunteer Management, Non-profit..., Non-profit Boards, Non-profit Leadership, Mentoring Of Staff, Achieving Measurable..., Department Budgeting
Education
Webster University 2008 — 2010
Master of Business Administration (MBA)
Maryville University of Saint Louis 1999 — 2002
Bachelor of Arts, Legal Studies
Swaroop Barik Swaroop Barik's Scottrade, Inc Experience July 2008 - October 2012
Job Portfolio Oversight Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management October 2014 - March 2015
Merrill Lynch October 2012 - October 2014
Scottrade, Inc July 2008 - October 2012
U.S. Army Communications Life Cycle Command September 2005 - July 2008
Skills
Corporate Finance, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Series 7, Portfolio Management, Investments, Mutual Funds, Series 63, Asset Allocation, Series 65, Trading, Investment Advisory, FINRA, Financial Markets, Fixed Income, Equities, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.S., Economics
EBHS 2002 — 2005
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management October 2014 - March 2015
Merrill Lynch October 2012 - October 2014
Scottrade, Inc July 2008 - October 2012
U.S. Army Communications Life Cycle Command September 2005 - July 2008
Skills
Corporate Finance, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Series 7, Portfolio Management, Investments, Mutual Funds, Series 63, Asset Allocation, Series 65, Trading, Investment Advisory, FINRA, Financial Markets, Fixed Income, Equities, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.S., Economics
EBHS 2002 — 2005
Marissa Ginsburg Marissa Ginsburg's Scottrade, Inc Experience October 2007 - May 2008
Job at
Industry Investment Management
Experience
Edward Jones September 2015 - Present
Edward Jones June 2014 - September 2015
Edward Jones December 2012 - June 2014
Edward Jones October 2012 - December 2012
Edward Jones September 2011 - October 2012
NARS May 2011 - September 2011
NARS April 2010 - August 2011
Berkshire Management Company April 2009 - April 2010
Maritz Travel Company May 2008 - January 2009
Scottrade, Inc October 2007 - May 2008
Skills
Series 7, Series 66 licensed, Microsoft Excel, Process Improvement, Outlook, Customer Service, PowerPoint, Call Center, Strategic Planning, Microsoft Word, Microsoft Office, Analysis, Team Building, Business Analysis, Strategic Financial..., Public Speaking, Risk Management, Customer Satisfaction, Call Centers, Account Management, Operations Management, Budgets
Education
Maryville University of Saint Louis 2003 — 2007
Bachelors, Business Administration
Canterbury Christ Church University 2002 — 2002
Edward Jones September 2015 - Present
Edward Jones June 2014 - September 2015
Edward Jones December 2012 - June 2014
Edward Jones October 2012 - December 2012
Edward Jones September 2011 - October 2012
NARS May 2011 - September 2011
NARS April 2010 - August 2011
Berkshire Management Company April 2009 - April 2010
Maritz Travel Company May 2008 - January 2009
Scottrade, Inc October 2007 - May 2008
Skills
Series 7, Series 66 licensed, Microsoft Excel, Process Improvement, Outlook, Customer Service, PowerPoint, Call Center, Strategic Planning, Microsoft Word, Microsoft Office, Analysis, Team Building, Business Analysis, Strategic Financial..., Public Speaking, Risk Management, Customer Satisfaction, Call Centers, Account Management, Operations Management, Budgets
Education
Maryville University of Saint Louis 2003 — 2007
Bachelors, Business Administration
Canterbury Christ Church University 2002 — 2002
Jonathan Dittmar, CPA's Scottrade, Inc Experience January 2007 - December 2007
Job VP Lead Analyst at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
PwC August 2012 - July 2014
Citigroup, Inc 2008 - 2012
Kirkland, Russ, Murphy, & Tapp, P.A. 2008 - 2008
Scottrade, Inc January 2007 - December 2007
Skills
Journal Entries, Trend Analysis, Accruals, Basel II, Federal Regulations, Loans, Risk Management, Oversight, Standardization, Process Improvement, Financial Analysis, Databases, Regulatory Reporting, Financial Reporting, Budget Process, Budget Monitoring, Forecasting, Budgets, Accounting, Banking
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Business
University of Central Florida 2003 — 2007
Bachelor's of Science, Finance & Accounting
Citi July 2014 - Present
PwC August 2012 - July 2014
Citigroup, Inc 2008 - 2012
Kirkland, Russ, Murphy, & Tapp, P.A. 2008 - 2008
Scottrade, Inc January 2007 - December 2007
Skills
Journal Entries, Trend Analysis, Accruals, Basel II, Federal Regulations, Loans, Risk Management, Oversight, Standardization, Process Improvement, Financial Analysis, Databases, Regulatory Reporting, Financial Reporting, Budget Process, Budget Monitoring, Forecasting, Budgets, Accounting, Banking
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
MBA, Business
University of Central Florida 2003 — 2007
Bachelor's of Science, Finance & Accounting
Chris Wilkey Chris Wilkey's Scottrade, Inc Experience September 2010 - June 2012
Job IT Security Officer at GDC Integration, Inc.
Industry Information Technology and Services
Experience
GDC Integration, Inc. November 2014 - Present
Equifax Workforce Solutions September 2013 - November 2014
KnowledgeLake July 2012 - August 2013
Scottrade Inc September 2010 - June 2012
Reliance Bank August 2007 - September 2010
Skills
Network Security, Computer Hardware, Active Directory, Troubleshooting, Information Security, Hardware, Network Administration, Windows, CISSP, SharePoint 2010, SharePoint 2013, Knowledgelake, ReadSoft, VoIP, Data Center, Technical Support, Software Installation, SharePoint, Windows Server, Networking
Education
ITT Tech 2006 — 2009
Bachelors in Information Systems Security, IT Security
ITT Technical Institute 2006 — 2009
Associates of Applied Science, Computer Networking Systems
Parkland College 2001 — 2006
Associate in Sciences, Physical Sciences
GDC Integration, Inc. November 2014 - Present
Equifax Workforce Solutions September 2013 - November 2014
KnowledgeLake July 2012 - August 2013
Scottrade Inc September 2010 - June 2012
Reliance Bank August 2007 - September 2010
Skills
Network Security, Computer Hardware, Active Directory, Troubleshooting, Information Security, Hardware, Network Administration, Windows, CISSP, SharePoint 2010, SharePoint 2013, Knowledgelake, ReadSoft, VoIP, Data Center, Technical Support, Software Installation, SharePoint, Windows Server, Networking
Education
ITT Tech 2006 — 2009
Bachelors in Information Systems Security, IT Security
ITT Technical Institute 2006 — 2009
Associates of Applied Science, Computer Networking Systems
Parkland College 2001 — 2006
Associate in Sciences, Physical Sciences
Scott Iver Scott Iver's Scottrade, Inc Experience October 2008 - June 2011
Job Manager of Application Support at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Scottrade June 2011 - Present
Scottrade, Inc. October 2008 - June 2011
CIO Services, LLC May 2008 - October 2008
Royal Canin USA, Inc October 1997 - April 2008
Ralph Jones Contractors May 1997 - October 1997
Skills
VoIP, Networking, ITIL, Microsoft Certified..., MCSA, Windows, Security, Active Directory, VMware, System Administration, Windows Server, Network Security, Disaster Recovery, Linux, MCSE, Staff Supervision, Firewalls, Servers, Data Center, Windows 7, VPN, Computer Hardware, Group Policy, Software Documentation, Red Hat Linux, Troubleshooting, Databases, DNS, Virtualization, Technical Support, Network Administration, Operating Systems, TCP/IP, Hardware, Switches, IT Operations, McAfee, IIS, Routers, IT Management, Information Security, Visio, IT Service Management, Computer Security, Telecommunications, Vulnerability Assessment, Network Design, ITIL v3 Foundations..., VMware ESX, Infrastructure
Education
Saint Louis University 1997 — 1998
Information Systems
University of Missouri-Saint Louis 1998 — 2001
MIS
Washington University in St. Louis 2009 — 2009
Information Technology
Scottrade October 2014 - Present
Scottrade June 2011 - Present
Scottrade, Inc. October 2008 - June 2011
CIO Services, LLC May 2008 - October 2008
Royal Canin USA, Inc October 1997 - April 2008
Ralph Jones Contractors May 1997 - October 1997
Skills
VoIP, Networking, ITIL, Microsoft Certified..., MCSA, Windows, Security, Active Directory, VMware, System Administration, Windows Server, Network Security, Disaster Recovery, Linux, MCSE, Staff Supervision, Firewalls, Servers, Data Center, Windows 7, VPN, Computer Hardware, Group Policy, Software Documentation, Red Hat Linux, Troubleshooting, Databases, DNS, Virtualization, Technical Support, Network Administration, Operating Systems, TCP/IP, Hardware, Switches, IT Operations, McAfee, IIS, Routers, IT Management, Information Security, Visio, IT Service Management, Computer Security, Telecommunications, Vulnerability Assessment, Network Design, ITIL v3 Foundations..., VMware ESX, Infrastructure
Education
Saint Louis University 1997 — 1998
Information Systems
University of Missouri-Saint Louis 1998 — 2001
MIS
Washington University in St. Louis 2009 — 2009
Information Technology
Rordan Hart's Scottrade, Inc Experience October 2007 - Present
Job Investment Consultant at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade, Inc. October 2007 - Present
Village of Trumansburg, NY April 2007 - Present
n/a March 2001 - October 2007
Education
Rochester Institute of Technology 1994 — 1995
Scottrade, Inc. October 2007 - Present
Village of Trumansburg, NY April 2007 - Present
n/a March 2001 - October 2007
Education
Rochester Institute of Technology 1994 — 1995
Kevin Strauss Kevin Strauss's Scottrade, Inc Experience February 2007 - October 2013
Job HRIT Specialist at Monsanto
Industry Farming
Experience
Technology Partners October 2013 - Present
Scottrade, Inc February 2007 - October 2013
Skills
HRIS, Analytics, Data Analysis, Workforce Planning, Metrics, Analysis, Problem Solving, Integration, Microsoft Excel, Software Documentation, Team Leadership, Training, Employee Relations, Human Resources, Applicant Tracking..., PeopleSoft, Microsoft Office, Customer Service, Onboarding
Education
Lindenwood University 2006 — 2009
BA, Human Resources Management
University of Missouri - St Louis 2009 — 2009
Certificate, SQL Fundimentals
The Learning Center 2000 — 2000
CompTIA A+, PC Support
Technology Partners October 2013 - Present
Scottrade, Inc February 2007 - October 2013
Skills
HRIS, Analytics, Data Analysis, Workforce Planning, Metrics, Analysis, Problem Solving, Integration, Microsoft Excel, Software Documentation, Team Leadership, Training, Employee Relations, Human Resources, Applicant Tracking..., PeopleSoft, Microsoft Office, Customer Service, Onboarding
Education
Lindenwood University 2006 — 2009
BA, Human Resources Management
University of Missouri - St Louis 2009 — 2009
Certificate, SQL Fundimentals
The Learning Center 2000 — 2000
CompTIA A+, PC Support
David Maniscalco, MBA David Maniscalco, MBA's Scottrade, Inc Experience February 2010 - Present
Job Investment Consltant
Industry Financial Services
Experience
Scottrade, Inc February 2010 - Present
Mailboxes etc. November 2004 - July 2007
Skills
Customer Relations, Accounting, Task Master, Strategic Planning, Series 7, Corporate Finance, Production..., CRM, SharePoint, Seminars, Seminar Marketing, Public Speaking, Finance, Business Development, Customer Service, ECM, Saleskey, Business Process, Investments, Negotiation, Financial Analysis, Risk Management, Sales, Management, Portfolio Management
Education
Pennsylvania State University-Erie Campus 2009 — 2010
M.B.A., Business Administration
Pennsylvania State University-Erie Campus 2007 — 2009
Bachelors, Accounting
Scottrade, Inc February 2010 - Present
Mailboxes etc. November 2004 - July 2007
Skills
Customer Relations, Accounting, Task Master, Strategic Planning, Series 7, Corporate Finance, Production..., CRM, SharePoint, Seminars, Seminar Marketing, Public Speaking, Finance, Business Development, Customer Service, ECM, Saleskey, Business Process, Investments, Negotiation, Financial Analysis, Risk Management, Sales, Management, Portfolio Management
Education
Pennsylvania State University-Erie Campus 2009 — 2010
M.B.A., Business Administration
Pennsylvania State University-Erie Campus 2007 — 2009
Bachelors, Accounting
Robert Haspel's Scottrade, Inc Experience January 2008 - May 2009
Job Senior Financial Analyst Janssen Pharmaceuticals Oncology R&D at Johnson and Johnson
Industry Consumer Goods
Experience
Johnson & Johnson September 2014 - Present
Johnson & Johnson June 2012 - September 2014
McNeil Nutritionals June 2011 - June 2012
Johnson & Johnson June 2010 - June 2011
Johnson & Johnson June 2009 - January 2010
Scottrade Inc January 2008 - May 2009
TAG Securities May 2008 - July 2008
Skills
CMA, Financial Analysis, Hedge Accounting, Financial Reporting, Budgeting, Analysis, Managerial Accounting, Financial Forecasting, Corporate Finance, Capital Budgeting, SOX Compliancy, Cost Accounting, Internal Controls, Valuation, Financial Statement..., Consolidated Financial..., Cross-functional Team...
Education
The College of New Jersey 2006 — 2010
BS, Finance
The College of New Jersey
Johnson & Johnson September 2014 - Present
Johnson & Johnson June 2012 - September 2014
McNeil Nutritionals June 2011 - June 2012
Johnson & Johnson June 2010 - June 2011
Johnson & Johnson June 2009 - January 2010
Scottrade Inc January 2008 - May 2009
TAG Securities May 2008 - July 2008
Skills
CMA, Financial Analysis, Hedge Accounting, Financial Reporting, Budgeting, Analysis, Managerial Accounting, Financial Forecasting, Corporate Finance, Capital Budgeting, SOX Compliancy, Cost Accounting, Internal Controls, Valuation, Financial Statement..., Consolidated Financial..., Cross-functional Team...
Education
The College of New Jersey 2006 — 2010
BS, Finance
The College of New Jersey
Elizabeth Bauman's Scottrade, Inc Experience September 2010 - June 2011
Job Office Management
Industry Executive Office
Experience
West Calcasieu Cameron Hospital May 2014 - August 2015
Advanced Physical Therapy of Alaska July 2012 - February 2014
Asset Protection Wealth Management, LLC June 2011 - January 2012
Scottrade, Inc September 2010 - June 2011
Little Rock Children's Clinic April 2008 - June 2011
Skills
Social Media, Social Media Marketing, Time Management, Office Administration, Customer Service, Administrative..., Event Planning, Social Networking, Microsoft Excel, Project Management, Microsoft Office, Project Coordination, Coordinating Events, Marketing, Organization, Organizational Behavior, Technical Support, Office Management, Event Management, Investment Banking, Stock Quotes, Expense Budget..., Employee Training, Patient Administration, Executive..., Chart Management, Supply Ordering, Medical Billing, A/R collections, PowerPoint, Teamwork, Minute Taking, Annual Reports, EMRs, Coordinate Meetings, Mail Merge, Interviews, Inventory Management, Administrative..., Microsoft Word, Outlook, Healthcare, Administration, Leadership, Management, Training
Education
University of Arkansas at Little Rock 2006 — 2011
Bachelor's degree, Business Administration and Management, General
West Calcasieu Cameron Hospital May 2014 - August 2015
Advanced Physical Therapy of Alaska July 2012 - February 2014
Asset Protection Wealth Management, LLC June 2011 - January 2012
Scottrade, Inc September 2010 - June 2011
Little Rock Children's Clinic April 2008 - June 2011
Skills
Social Media, Social Media Marketing, Time Management, Office Administration, Customer Service, Administrative..., Event Planning, Social Networking, Microsoft Excel, Project Management, Microsoft Office, Project Coordination, Coordinating Events, Marketing, Organization, Organizational Behavior, Technical Support, Office Management, Event Management, Investment Banking, Stock Quotes, Expense Budget..., Employee Training, Patient Administration, Executive..., Chart Management, Supply Ordering, Medical Billing, A/R collections, PowerPoint, Teamwork, Minute Taking, Annual Reports, EMRs, Coordinate Meetings, Mail Merge, Interviews, Inventory Management, Administrative..., Microsoft Word, Outlook, Healthcare, Administration, Leadership, Management, Training
Education
University of Arkansas at Little Rock 2006 — 2011
Bachelor's degree, Business Administration and Management, General
Scott Barr's Scottrade, Inc Experience July 1995 - Present
Job Senior Branch Manager at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade, Inc. July 1995 - Present
Fidelity Brokerage Services, Inc. September 1984 - August 1993
Skills
Customer Service, Equities, Options, Trading, Series 7, Series 63, FINRA, Securities, Mutual Funds, Investments, Series 24, Financial Services, Portfolio Management, Wealth Management, Financial Markets, Fixed Income, Bonds, Finance, Retirement Planning, Strategic Financial..., Relationship Management, Asset Allocation, Derivatives, ETFs, Financial Modeling, Asset Management, Microsoft Excel, Investment Strategies, Equity Trading, Team Leadership, Team Building, Uniform Combined State..., Retirement, Onboarding, Training, Employee Benefits, Sales, Financial Analysis, Credit, Series 65, Investment Advisory, Client Focus, IRAs, Management, Banking, Loans, 401k, Financial Risk, Capital Markets, Equity Research
Education
Boston University 1982 — 1985
Bachelor of Science, Business Administration
Syracuse University 1980 — 1982
Scottrade, Inc. July 1995 - Present
Fidelity Brokerage Services, Inc. September 1984 - August 1993
Skills
Customer Service, Equities, Options, Trading, Series 7, Series 63, FINRA, Securities, Mutual Funds, Investments, Series 24, Financial Services, Portfolio Management, Wealth Management, Financial Markets, Fixed Income, Bonds, Finance, Retirement Planning, Strategic Financial..., Relationship Management, Asset Allocation, Derivatives, ETFs, Financial Modeling, Asset Management, Microsoft Excel, Investment Strategies, Equity Trading, Team Leadership, Team Building, Uniform Combined State..., Retirement, Onboarding, Training, Employee Benefits, Sales, Financial Analysis, Credit, Series 65, Investment Advisory, Client Focus, IRAs, Management, Banking, Loans, 401k, Financial Risk, Capital Markets, Equity Research
Education
Boston University 1982 — 1985
Bachelor of Science, Business Administration
Syracuse University 1980 — 1982
Mike Tully's Scottrade, Inc Experience December 2005 - June 2015
Job Experienced Information Technology and Vendor Management Executive
Industry Financial Services
Experience
Scottrade, Inc December 2005 - June 2015
Scottrade January 1998 - December 2005
Group Health Plan June 1997 - January 1998
PC Quote, Inc 1995 - 1997
Bridge Information Systems 1988 - 1995
Skills
Vendor Management, FINRA, Market Data, Equity Trading, Electronic Trading, Options, Risk Management, Business Analysis, Data Center, Quality Assurance, Management, Securities, SDLC, Process Improvement, Equities, FX Options, Business Continuity, Analysis, Trading Systems, Salesforce.com, SaaS, Commodity, Fixed Income, Security, Leadership, Portfolio Management, Financial Markets, IT Strategy, Information Security, Financial Services, Enterprise Architecture, Cross-functional Team..., ETFs, Investments, Derivatives, Disaster Recovery, Bonds, Equity Derivatives, Trading, CRM, Outsourcing, Mutual Funds, Back Office, Series 24, Project Management, Stocks, Relationship Management, Bloomberg, PMO
Education
Southeast Missouri State University 1984 — 1986
Scottrade, Inc December 2005 - June 2015
Scottrade January 1998 - December 2005
Group Health Plan June 1997 - January 1998
PC Quote, Inc 1995 - 1997
Bridge Information Systems 1988 - 1995
Skills
Vendor Management, FINRA, Market Data, Equity Trading, Electronic Trading, Options, Risk Management, Business Analysis, Data Center, Quality Assurance, Management, Securities, SDLC, Process Improvement, Equities, FX Options, Business Continuity, Analysis, Trading Systems, Salesforce.com, SaaS, Commodity, Fixed Income, Security, Leadership, Portfolio Management, Financial Markets, IT Strategy, Information Security, Financial Services, Enterprise Architecture, Cross-functional Team..., ETFs, Investments, Derivatives, Disaster Recovery, Bonds, Equity Derivatives, Trading, CRM, Outsourcing, Mutual Funds, Back Office, Series 24, Project Management, Stocks, Relationship Management, Bloomberg, PMO
Education
Southeast Missouri State University 1984 — 1986
Thomas Nemcek, MBA's Scottrade, Inc Experience September 1992 - September 2000
Job Sales, Marketing, and Communications Professional
Industry Newspapers
Experience
Advance Central Services, Inc. February 2014 - Present
Fulton Innovation LLC August 2007 - October 2012
Charter Communications Inc. March 2002 - May 2007
Scottrade, Inc. September 1992 - September 2000
Skills
Customer Service, P&L, Marketing Management, Excel, Market Research, Marketing Strategy, New Business Development, Marketing Communications, Public Relations, Teamwork, Financial Management, Competitive Analysis, Event Planning, Promotions, Strategic Planning, Social Media, Public Speaking, Microsoft Excel, Customer Satisfaction, Brand Development, Product Development, Managerial Finance, Leadership, Product Marketing, Business Planning, Team Leadership, Sales, Marketing, Customer Retention, Strategy, Management, Advertising, Project Management, Training, Market Analysis, Cross-functional Team..., Income Statement, Account Management, Entrepreneurship, Integrated Marketing, Online Marketing, Brand Management, Market Planning, Strategic Partnerships, Direct Marketing, Trade Shows, Business Development, Product Management, B2B, Social Media Marketing
Education
Grand Valley State University 2000 — 2003
MBA, Marketing & Finance
University of Michigan 1985 — 1990
BA, Economics, English
Advance Central Services, Inc. February 2014 - Present
Fulton Innovation LLC August 2007 - October 2012
Charter Communications Inc. March 2002 - May 2007
Scottrade, Inc. September 1992 - September 2000
Skills
Customer Service, P&L, Marketing Management, Excel, Market Research, Marketing Strategy, New Business Development, Marketing Communications, Public Relations, Teamwork, Financial Management, Competitive Analysis, Event Planning, Promotions, Strategic Planning, Social Media, Public Speaking, Microsoft Excel, Customer Satisfaction, Brand Development, Product Development, Managerial Finance, Leadership, Product Marketing, Business Planning, Team Leadership, Sales, Marketing, Customer Retention, Strategy, Management, Advertising, Project Management, Training, Market Analysis, Cross-functional Team..., Income Statement, Account Management, Entrepreneurship, Integrated Marketing, Online Marketing, Brand Management, Market Planning, Strategic Partnerships, Direct Marketing, Trade Shows, Business Development, Product Management, B2B, Social Media Marketing
Education
Grand Valley State University 2000 — 2003
MBA, Marketing & Finance
University of Michigan 1985 — 1990
BA, Economics, English
Gayle Boman's Scottrade, Inc Experience March 2010 - Present
Job Database Development Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade March 2012 - Present
Scottrade, Inc March 2010 - Present
CRI October 2002 - March 2010
Computer Research, Inc. 2000 - March 2010
Lockheed Martin Information Technology 1998 - 2000
Skills
SQL, SDLC, Databases, SOA, DB2, COBOL, Software Documentation, Requirements Analysis, Testing, Software Development, Windows, C, Quality Assurance, Agile Methodologies, Visio
Education
Metropolitan State College of Denver 1992 — 1996
Bachelor of Science, Computer Information Systems & Management Science
Scottrade March 2012 - Present
Scottrade, Inc March 2010 - Present
CRI October 2002 - March 2010
Computer Research, Inc. 2000 - March 2010
Lockheed Martin Information Technology 1998 - 2000
Skills
SQL, SDLC, Databases, SOA, DB2, COBOL, Software Documentation, Requirements Analysis, Testing, Software Development, Windows, C, Quality Assurance, Agile Methodologies, Visio
Education
Metropolitan State College of Denver 1992 — 1996
Bachelor of Science, Computer Information Systems & Management Science
Tina Borgmeyer, PMP's Scottrade, Inc Experience August 2006 - January 2008
Job VP Business Systems Analysis at Scottrade
Industry Information Technology and Services
Experience
Scottrade February 2013 - Present
Scottrade April 2012 - February 2013
Scottrade January 2010 - April 2012
Scottrade January 2008 - January 2010
Scottrade, Inc. August 2006 - January 2008
Larimore Associates, Inc. 1997 - 2006
Skills
Visio, Process Improvement, Financial Services, Business Analysis, Analysis, Team Leadership, SDLC, Disaster Recovery, Vendor Management, Risk Management, Project Management, User Acceptance Testing, Business Intelligence, Requirements Analysis, SharePoint, Agile Methodologies, PMP, Software Documentation, SQL, ITIL, Equities, IT Management
Education
Saint Louis University 1992 — 1997
Bachelor of Science in Business Administration, Finance
Scottrade February 2013 - Present
Scottrade April 2012 - February 2013
Scottrade January 2010 - April 2012
Scottrade January 2008 - January 2010
Scottrade, Inc. August 2006 - January 2008
Larimore Associates, Inc. 1997 - 2006
Skills
Visio, Process Improvement, Financial Services, Business Analysis, Analysis, Team Leadership, SDLC, Disaster Recovery, Vendor Management, Risk Management, Project Management, User Acceptance Testing, Business Intelligence, Requirements Analysis, SharePoint, Agile Methodologies, PMP, Software Documentation, SQL, ITIL, Equities, IT Management
Education
Saint Louis University 1992 — 1997
Bachelor of Science in Business Administration, Finance
Jonathan Schaben's Scottrade, Inc Experience January 2012 - Present
Job Computer Technician at Scottrade, Inc and Student at Webster University
Industry Information Services
Experience
Scottrade, Inc January 2012 - Present
Scottrade August 2009 - January 2012
Scottrade May 2008 - July 2009
Scottrade June 2007 - May 2008
Scottrade December 2006 - June 2007
Schnuck Markets, Inc. March 2005 - December 2006
Rose International August 2004 - February 2005
Skills
Active Directory, Group Policy, Servers, Windows Server, VMware, Troubleshooting, DNS, Disaster Recovery, Windows 7, Windows, Computer Hardware, VMware ESX, XP, vSphere, System Administration
Education
Webster University 2005 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Ranken Technical College 2003 — 2005
Associate's degree, Information Technology
Scottrade, Inc January 2012 - Present
Scottrade August 2009 - January 2012
Scottrade May 2008 - July 2009
Scottrade June 2007 - May 2008
Scottrade December 2006 - June 2007
Schnuck Markets, Inc. March 2005 - December 2006
Rose International August 2004 - February 2005
Skills
Active Directory, Group Policy, Servers, Windows Server, VMware, Troubleshooting, DNS, Disaster Recovery, Windows 7, Windows, Computer Hardware, VMware ESX, XP, vSphere, System Administration
Education
Webster University 2005 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Ranken Technical College 2003 — 2005
Associate's degree, Information Technology
Quincy Beckham's Scottrade, Inc Experience February 2009 - March 2011
Job Tower Hill InsuranceAccountant
Industry Real Estate
Experience
Fontana Realty Ocala,FL October 2012 - Present
Accountant July 2011 - January 2012
Scottrade Inc. February 2009 - March 2011
Skills
Investment Properties, Sellers, First Time Home Buyers, Short Sales, Buyer Representation, REO, Foreclosures, Microsoft Office, Single Family Homes, Condos, Investors, New Home Sales, Relocation, Listings, Residential Homes, Management, Customer Service, Leadership, Team Building, Strategic Planning, Marketing
Education
Webster University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Rasmussen College 2008 — 2010
Bachelor’s Degree, Accounting
Webster College 1999 — 2000
Associate’s Degree, Business Adminstration/Accounting
Vanguard High School
Fontana Realty Ocala,FL October 2012 - Present
Accountant July 2011 - January 2012
Scottrade Inc. February 2009 - March 2011
Skills
Investment Properties, Sellers, First Time Home Buyers, Short Sales, Buyer Representation, REO, Foreclosures, Microsoft Office, Single Family Homes, Condos, Investors, New Home Sales, Relocation, Listings, Residential Homes, Management, Customer Service, Leadership, Team Building, Strategic Planning, Marketing
Education
Webster University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Rasmussen College 2008 — 2010
Bachelor’s Degree, Accounting
Webster College 1999 — 2000
Associate’s Degree, Business Adminstration/Accounting
Vanguard High School
Lavetta Stevenson, PMP, PMI-RMP, PMI-ACP's Scottrade, Inc Experience April 2007 - September 2010
Job Director of Certifications at St. Louis PMI Chapter
Industry Management Consulting
Experience
St. Louis PMI Chapter August 2014 - Present
Aricent March 2014 - Present
Randstad Technologies US January 2014 - February 2014
AdamsGabbert (DataServ) July 2013 - October 2013
Oakwood Systems Group (Charter Communications) March 2013 - May 2013
AdamsGabbert (Sigma Aldrich) January 2012 - February 2013
AdamsGabbert January 2012 - February 2013
Capital One April 2011 - February 2012
Modis (Wells Fargo Advisors) November 2010 - January 2011
Scottrade, Inc April 2007 - September 2010
Skills
PMP, Program Management, Budgeting, Portfolio Management, Requirements Analysis, Customer Relations, PMO, Vendor, SOW, Planning, Integration, Contract Negotiation, Change Control, Analysis, Cost, Deployment, Risk, Offshore, Documentation, Leading Projects, Engagement, Project Plans, Microsoft Office, Business Analysis, Change, Change Management, Outsourcing, Telecommunications, Executive Management, Cross-functional Team..., Process Improvement, SharePoint, Business Process, SLA, Negotiation, Budgets, Project Planning, Software Documentation, MS Project, Risk Management, Strategy, SDLC, Management, Leadership, Vendor Management, Project Portfolio..., Resource Management, Quality Assurance, Project Management, Customer Service
Education
PMI Metro St. Louis Chapter - PMI-ACP Exam Prep Class 2015 — 2015
Certificate of Completion - PMI-ACP Exam Prep, Information Technology Project Management, Pass
Dale Carneige 2009 — 2009
Leadership
Villanova University 2007 — 2008
Advanced Certificate, Project Management
Washington University in St. Louis 1990 — 2002
Masters of Science, School of Engineering and Applied Science - Masters Information Management (MIM)
Southern Illinois University, Edwardsville 1983 — 1986
B.S., Business Administration - Management Information Systems (MIS)
Normandy Senior High Schhol 1977 — 1980
St. Louis PMI Chapter August 2014 - Present
Aricent March 2014 - Present
Randstad Technologies US January 2014 - February 2014
AdamsGabbert (DataServ) July 2013 - October 2013
Oakwood Systems Group (Charter Communications) March 2013 - May 2013
AdamsGabbert (Sigma Aldrich) January 2012 - February 2013
AdamsGabbert January 2012 - February 2013
Capital One April 2011 - February 2012
Modis (Wells Fargo Advisors) November 2010 - January 2011
Scottrade, Inc April 2007 - September 2010
Skills
PMP, Program Management, Budgeting, Portfolio Management, Requirements Analysis, Customer Relations, PMO, Vendor, SOW, Planning, Integration, Contract Negotiation, Change Control, Analysis, Cost, Deployment, Risk, Offshore, Documentation, Leading Projects, Engagement, Project Plans, Microsoft Office, Business Analysis, Change, Change Management, Outsourcing, Telecommunications, Executive Management, Cross-functional Team..., Process Improvement, SharePoint, Business Process, SLA, Negotiation, Budgets, Project Planning, Software Documentation, MS Project, Risk Management, Strategy, SDLC, Management, Leadership, Vendor Management, Project Portfolio..., Resource Management, Quality Assurance, Project Management, Customer Service
Education
PMI Metro St. Louis Chapter - PMI-ACP Exam Prep Class 2015 — 2015
Certificate of Completion - PMI-ACP Exam Prep, Information Technology Project Management, Pass
Dale Carneige 2009 — 2009
Leadership
Villanova University 2007 — 2008
Advanced Certificate, Project Management
Washington University in St. Louis 1990 — 2002
Masters of Science, School of Engineering and Applied Science - Masters Information Management (MIM)
Southern Illinois University, Edwardsville 1983 — 1986
B.S., Business Administration - Management Information Systems (MIS)
Normandy Senior High Schhol 1977 — 1980
Adam McKnight's Scottrade, Inc Experience November 2006 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade, Inc November 2006 - Present
Scottrade, Inc March 2006 - October 2006
Scottrade, Inc December 2003 - February 2006
Scottrade, Inc April 2002 - December 2003
Skills
Human Resources, Accounting, Equities, Financial Analysis, Finance, Series 7, Training, Securities, Series 63, Investments, Options, Mutual Funds, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Banking, FINRA, Trading, Negotiation, Risk Management, Word, Excel, Series 24
Education
Saint Joseph's University 2011 — 2012
Master of Business Administration, Finance, General, 3.88
University of South Carolina 2000 — 2003
Bachelor of Science, Business Administration; Finance/Insurance and Risk Management, 3.91
Lake City High School 1996 — 2000
High School Diploma
Scottrade, Inc November 2006 - Present
Scottrade, Inc March 2006 - October 2006
Scottrade, Inc December 2003 - February 2006
Scottrade, Inc April 2002 - December 2003
Skills
Human Resources, Accounting, Equities, Financial Analysis, Finance, Series 7, Training, Securities, Series 63, Investments, Options, Mutual Funds, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Banking, FINRA, Trading, Negotiation, Risk Management, Word, Excel, Series 24
Education
Saint Joseph's University 2011 — 2012
Master of Business Administration, Finance, General, 3.88
University of South Carolina 2000 — 2003
Bachelor of Science, Business Administration; Finance/Insurance and Risk Management, 3.91
Lake City High School 1996 — 2000
High School Diploma
Carlton Harris's Scottrade, Inc Experience January 2005 - October 2013
Job Trading Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Leslie Gralnick's Scottrade, Inc Experience July 2010 - September 2015
Job Curriculum Designer at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation September 2015 - Present
Scottrade, Inc July 2010 - September 2015
RBC Dain Correspondent Services September 2004 - May 2010
Edward Jones June 1998 - October 2003
Skills
Needs Analysis, Instructor-led Training, Time Management, Training, E-Learning, Leadership, Coaching, Technical Training, Instructional Design, Adult Education, Leadership Development, Training Delivery, Employee Training, Learning Management, Public Speaking, Workshop Facilitation, Technical Writing, Staff Development, Software Documentation, Blended Learning, Curriculum Design, Presentation Coaching, Onboarding, Facilitation, Team Building, Learning Management..., Customer Service, Financial Services, Microsoft Excel, Banking
Education
University of Missouri-Saint Louis
M.Ed, Adult Education
University of Missouri - St. Louis
Bachelor of General Studies, Communications and Employee Training
Centene Corporation September 2015 - Present
Scottrade, Inc July 2010 - September 2015
RBC Dain Correspondent Services September 2004 - May 2010
Edward Jones June 1998 - October 2003
Skills
Needs Analysis, Instructor-led Training, Time Management, Training, E-Learning, Leadership, Coaching, Technical Training, Instructional Design, Adult Education, Leadership Development, Training Delivery, Employee Training, Learning Management, Public Speaking, Workshop Facilitation, Technical Writing, Staff Development, Software Documentation, Blended Learning, Curriculum Design, Presentation Coaching, Onboarding, Facilitation, Team Building, Learning Management..., Customer Service, Financial Services, Microsoft Excel, Banking
Education
University of Missouri-Saint Louis
M.Ed, Adult Education
University of Missouri - St. Louis
Bachelor of General Studies, Communications and Employee Training
Kristine Kauflin's Scottrade, Inc Experience June 2014 - Present
Job Securities Attorney
Industry Legal Services
Experience
Scottrade, Inc. June 2014 - Present
Missouri Secretary of State's Office, Securities Division May 2011 - May 2014
Missouri Secretary of State's Office November 2009 - May 2011
Missouri Attorney General's Office September 2007 - October 2009
Gibbs Pool & Turner March 2006 - September 2007
Skills
Litigation, Securities, Consumer Law, Mediation, Administrative Law, Antitrust, Staff Supervision, Project Management
Education
Saint Louis University School of Law 2002 — 2005
JD, International Law
Webster University 2000 — 2001
MBA
Saint Louis University 1996 — 1999
BSBA, Business Administration, Marketing
Scottrade, Inc. June 2014 - Present
Missouri Secretary of State's Office, Securities Division May 2011 - May 2014
Missouri Secretary of State's Office November 2009 - May 2011
Missouri Attorney General's Office September 2007 - October 2009
Gibbs Pool & Turner March 2006 - September 2007
Skills
Litigation, Securities, Consumer Law, Mediation, Administrative Law, Antitrust, Staff Supervision, Project Management
Education
Saint Louis University School of Law 2002 — 2005
JD, International Law
Webster University 2000 — 2001
MBA
Saint Louis University 1996 — 1999
BSBA, Business Administration, Marketing
Ian Patterson's Scottrade, Inc Experience July 2005 - Present
Job CIO at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade, Inc. July 2005 - Present
Deloitte Consulting 1996 - 2005
Pivot.Point - formerly Spectrum Associates 1996 - 1997
EDS 1987 - 1996
Skills
Vendor Management, Management, Integration, Leadership, Strategic Planning, Business Intelligence, Disaster Recovery, IT Strategy, IT Management, SDLC, Business Analysis, Business Process..., Process Improvement, Data Center, ITIL, Enterprise Architecture, Cloud Computing, Information Technology, Information Security, Change Management, IT Operations, Security, Project Management, Business Process, Business Continuity, PMO, Governance, IT Service Management, Agile Methodologies, Management Consulting, Information Security..., Software Development, Business Strategy, Analytics, CRM, ERP, Enterprise Software, SOA, Requirements Analysis, Financial Services, PMP, Professional Services, Project Portfolio..., SharePoint, Start-ups, Innovation Management, Senior Executive...
Education
University of Arizona 1985 — 1987
BSBA, Management Information Systems
Scottrade, Inc. July 2005 - Present
Deloitte Consulting 1996 - 2005
Pivot.Point - formerly Spectrum Associates 1996 - 1997
EDS 1987 - 1996
Skills
Vendor Management, Management, Integration, Leadership, Strategic Planning, Business Intelligence, Disaster Recovery, IT Strategy, IT Management, SDLC, Business Analysis, Business Process..., Process Improvement, Data Center, ITIL, Enterprise Architecture, Cloud Computing, Information Technology, Information Security, Change Management, IT Operations, Security, Project Management, Business Process, Business Continuity, PMO, Governance, IT Service Management, Agile Methodologies, Management Consulting, Information Security..., Software Development, Business Strategy, Analytics, CRM, ERP, Enterprise Software, SOA, Requirements Analysis, Financial Services, PMP, Professional Services, Project Portfolio..., SharePoint, Start-ups, Innovation Management, Senior Executive...
Education
University of Arizona 1985 — 1987
BSBA, Management Information Systems
Ryan Hubbell's Scottrade, Inc Experience February 2011 - July 2011
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
Scottrade Inc February 2011 - July 2011
Robert Half International Inc July 2007 - February 2008
N/A February 2006 - July 2007
2006 46th Congressional District Election Debate September 2006 - December 2006
La Quinta Inns & Suites Inc July 2003 - December 2006
Skills
Negotiation, Finance, Management, Leadership, Sales, Market Analysis, B2B, Cold Calling, Interviews, Recruiting, Economics, Real Estate, Econometrics, Analysis, Investments, Series 7, Series 63, Risk Management, Financial Services, Investment Management, Portfolio Management, Asset Allocation, Wealth Management, Sales Management, Retirement Planning, Options Strategies, Mutual Funds, Strategy, Equities, ETFs, Derivatives, Data Analysis, Microsoft Excel, Financial Analysis, Forecasting, Customer Service
Education
Sonoma State University 2011 — 2013
B.A., Economics
Golden West College
A.A., Liberal Arts: Emphasis in Business and Technology
Scottrade January 2014 - Present
Scottrade Inc February 2011 - July 2011
Robert Half International Inc July 2007 - February 2008
N/A February 2006 - July 2007
2006 46th Congressional District Election Debate September 2006 - December 2006
La Quinta Inns & Suites Inc July 2003 - December 2006
Skills
Negotiation, Finance, Management, Leadership, Sales, Market Analysis, B2B, Cold Calling, Interviews, Recruiting, Economics, Real Estate, Econometrics, Analysis, Investments, Series 7, Series 63, Risk Management, Financial Services, Investment Management, Portfolio Management, Asset Allocation, Wealth Management, Sales Management, Retirement Planning, Options Strategies, Mutual Funds, Strategy, Equities, ETFs, Derivatives, Data Analysis, Microsoft Excel, Financial Analysis, Forecasting, Customer Service
Education
Sonoma State University 2011 — 2013
B.A., Economics
Golden West College
A.A., Liberal Arts: Emphasis in Business and Technology
Dan Roasa's Scottrade, Inc Experience February 2008 - Present
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade, Inc. February 2008 - Present
Scottrade February 2004 - February 2008
Scottrade January 2003 - February 2004
Skills
Financial Services, Risk Management, Series 63, Securities, Management, Series 7, Series 24, Equities, Customer Service, Client Relations, Customer Satisfaction, Sales, Fixed Income, Investments, Options Strategies
Education
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2004
Master of Business Administration (MBA)
Southern Methodist University 1997 — 2001
Bachelor of Fine Arts (BFA), Music
Scottrade, Inc. February 2008 - Present
Scottrade February 2004 - February 2008
Scottrade January 2003 - February 2004
Skills
Financial Services, Risk Management, Series 63, Securities, Management, Series 7, Series 24, Equities, Customer Service, Client Relations, Customer Satisfaction, Sales, Fixed Income, Investments, Options Strategies
Education
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2004
Master of Business Administration (MBA)
Southern Methodist University 1997 — 2001
Bachelor of Fine Arts (BFA), Music
Brian Krakos's Scottrade, Inc Experience September 2011 - Present
Job Application Support Engineer At Scottrade, Inc
Industry Information Technology and Services
Experience
Scottrade, Inc September 2011 - Present
Alzheimer's Association August 2002 - September 2011
Education
University of Missouri-Saint Louis 1999 — 2001
BS, MIS
Scottrade, Inc September 2011 - Present
Alzheimer's Association August 2002 - September 2011
Education
University of Missouri-Saint Louis 1999 — 2001
BS, MIS
David Hinkson's Scottrade, Inc Experience June 2008 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade Inc. June 2008 - March 2009
A. G. Edwards & Sons, Inc. June 1978 - June 2008
Education
University of Missouri-Saint Louis 1970 — 1974
BS, business and accounting
Scottrade Inc. June 2008 - March 2009
A. G. Edwards & Sons, Inc. June 1978 - June 2008
Education
University of Missouri-Saint Louis 1970 — 1974
BS, business and accounting
Ben Bresnahan's Scottrade, Inc Experience June 2010 - August 2013
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. August 2013 - Present
Scottrade Inc June 2010 - August 2013
Bank of America/Merrill Lynch July 2006 - January 2010
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase Bank N.A. August 2013 - Present
Scottrade Inc June 2010 - August 2013
Bank of America/Merrill Lynch July 2006 - January 2010
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Jonathan Yao's Scottrade, Inc Experience March 2001 - November 2011
Job President at Sogo Financial Management LLC
Industry Financial Services
Experience
Sogo Financial Management LLC December 2011 - Present
Scottrade ( Hong Kong ) Ltd. 2010 - November 2011
Scottrade, Inc. March 2001 - November 2011
Global Business Vision Network, LLC 1997 - 2001
China Capital Development Corporation 1991 - 1997
First Gateway Securities, Inc 1990 - 1997
Optimax Group, Inc 1988 - 1990
Charlotte S. Cohen & Company 1986 - 1988
Education
Feng Chia University
Bachelor of Commerce
Saint Louis University
MBA
Sogo Financial Management LLC December 2011 - Present
Scottrade ( Hong Kong ) Ltd. 2010 - November 2011
Scottrade, Inc. March 2001 - November 2011
Global Business Vision Network, LLC 1997 - 2001
China Capital Development Corporation 1991 - 1997
First Gateway Securities, Inc 1990 - 1997
Optimax Group, Inc 1988 - 1990
Charlotte S. Cohen & Company 1986 - 1988
Education
Feng Chia University
Bachelor of Commerce
Saint Louis University
MBA
Steve Schertzer's Scottrade, Inc Experience April 2011 - January 2012
Job Mortgage Loan Originator at GTE Financial
Industry Financial Services
Experience
GTE Financial May 2012 - Present
Northwestern Mutual January 2012 - May 2012
Scottrade, Inc April 2011 - January 2012
USF Housing August 2010 - April 2011
College of Business Dean's Office August 2009 - April 2011
Allen & Company May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Service, Financial Analysis, Time Management, Sales, Spanish, Microsoft Excel, Social Media, Microsoft Word, Blogging, Social Networking, Training, Teamwork, Outlook, Access, Advertising, Marketing, Nonprofits, Leadership, Event Management
Education
University of South Florida - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
GTE Financial May 2012 - Present
Northwestern Mutual January 2012 - May 2012
Scottrade, Inc April 2011 - January 2012
USF Housing August 2010 - April 2011
College of Business Dean's Office August 2009 - April 2011
Allen & Company May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Service, Financial Analysis, Time Management, Sales, Spanish, Microsoft Excel, Social Media, Microsoft Word, Blogging, Social Networking, Training, Teamwork, Outlook, Access, Advertising, Marketing, Nonprofits, Leadership, Event Management
Education
University of South Florida - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Kaitlyn Pyke's Scottrade, Inc Experience June 2007 - August 2007
Job Customer Supply Chain Team Manager at ConAgra Foods
Industry Food Production
Experience
ConAgra Foods September 2013 - November 2014
Ralcorp Holdings December 2010 - September 2013
Ralcorp Holdings August 2008 - June 2010
Scottrade, Inc June 2007 - August 2007
Skills
Supply Chain Management, Management, Logistics, Analysis, Supply Chain, JD Edwards, Inventory Management, Continuous Improvement, Purchasing, Cross-functional Team..., Forecasting, Demand Planning
Education
University of Missouri-St. Louis 2009 — 2012
Master of Business Administration (M.B.A.), Logistics and Supply Chain Management
Stony Brook University 2006 — 2008
Business, Accounting
ConAgra Foods September 2013 - November 2014
Ralcorp Holdings December 2010 - September 2013
Ralcorp Holdings August 2008 - June 2010
Scottrade, Inc June 2007 - August 2007
Skills
Supply Chain Management, Management, Logistics, Analysis, Supply Chain, JD Edwards, Inventory Management, Continuous Improvement, Purchasing, Cross-functional Team..., Forecasting, Demand Planning
Education
University of Missouri-St. Louis 2009 — 2012
Master of Business Administration (M.B.A.), Logistics and Supply Chain Management
Stony Brook University 2006 — 2008
Business, Accounting
Jason LeBouef's Scottrade, Inc Experience March 2010 - November 2011
Job System Administrator
Industry Information Technology and Services
Experience
Self Employed March 2002 - Present
Apex Systems 2014 - 2015
Apex Systems 2014 - 2015
USGS (per Comso Inc) December 2011 - July 2014
Scottrade Inc. March 2010 - November 2011
Computer Research, Inc. July 2005 - March 2010
Computer Research, Inc. March 2002 - March 2004
Computer Research, Inc. March 2002 - March 2004
Global Crossing Conferencing January 2001 - July 2001
Global Crossing Conferencing January 1999 - January 2001
Education
Regis University 2010 — 2020
Front Range Community College 1999 — 2008
a Computer Information Science
Colorado Institute of Art 1991 — 1992
Self Employed March 2002 - Present
Apex Systems 2014 - 2015
Apex Systems 2014 - 2015
USGS (per Comso Inc) December 2011 - July 2014
Scottrade Inc. March 2010 - November 2011
Computer Research, Inc. July 2005 - March 2010
Computer Research, Inc. March 2002 - March 2004
Computer Research, Inc. March 2002 - March 2004
Global Crossing Conferencing January 2001 - July 2001
Global Crossing Conferencing January 1999 - January 2001
Education
Regis University 2010 — 2020
Front Range Community College 1999 — 2008
a Computer Information Science
Colorado Institute of Art 1991 — 1992
Jacob Buerke's Scottrade, Inc Experience June 2010 - November 2012
Job Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
Financial Industry Regulatory Authority November 2013 - September 2015
Scottrade May 2013 - October 2013
Scottrade November 2012 - May 2013
Scottrade Inc June 2010 - November 2012
Scottrade June 2009 - June 2010
Skills
Equities, Securities, Stocks, Bloomberg, Financial Analysis, PowerPoint, Critical Thinking, Microsoft Word, Customer Service, Microsoft Office, Accounting, Fixed Income, Financial Modeling, Finance, Microsoft Excel, Series 7, Trading, Investments, Series 63, Options, Financial Services, Team Building, Public Speaking, Mutual Funds, Strategic Planning
Education
Fontbonne University 2006 — 2010
Bachelor of Science (BS), Business Administration, Finance & Accounting, 3.5 Cumulative GPA
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
Financial Industry Regulatory Authority November 2013 - September 2015
Scottrade May 2013 - October 2013
Scottrade November 2012 - May 2013
Scottrade Inc June 2010 - November 2012
Scottrade June 2009 - June 2010
Skills
Equities, Securities, Stocks, Bloomberg, Financial Analysis, PowerPoint, Critical Thinking, Microsoft Word, Customer Service, Microsoft Office, Accounting, Fixed Income, Financial Modeling, Finance, Microsoft Excel, Series 7, Trading, Investments, Series 63, Options, Financial Services, Team Building, Public Speaking, Mutual Funds, Strategic Planning
Education
Fontbonne University 2006 — 2010
Bachelor of Science (BS), Business Administration, Finance & Accounting, 3.5 Cumulative GPA
Jorge Traslavina's Scottrade, Inc Experience April 2014 - Present
Job Director of Operations at Green Renaissance Corp
Industry Food Production
Experience
Green Renaissance Corp. April 2014 - Present
Scottrade Inc April 2014 - Present
Scottrade May 2006 - April 2014
Skills
Customer Service, Banking, Investments, Finance, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Risk Management, Credit
Education
Rollins College 2002 — 2006
Economics
Green Renaissance Corp. April 2014 - Present
Scottrade Inc April 2014 - Present
Scottrade May 2006 - April 2014
Skills
Customer Service, Banking, Investments, Finance, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Risk Management, Credit
Education
Rollins College 2002 — 2006
Economics
Katie Westerman, CFP®'s Scottrade, Inc Experience July 2009 - April 2013
Job The Bolton Westerman Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley Wealth Management April 2013 - August 2014
Scottrade, INC July 2009 - April 2013
Scottrade, INC November 2006 - July 2009
Scottrade, INC June 2005 - November 2006
Skills
CERTIFIED FINANCIAL..., General Securities..., General Securities..., Series 7, Series 63, FINRA, Mutual Funds, Equities, Securities, Uniform Combined State..., IRAs, Series 24, Investments, ETFs, Bonds, Equity Trading, Retirement Planning
Education
University of Kentucky 2002 — 2006
B.S, Business and Economics; Economics and Finance
Morgan Stanley February 2014 - Present
Morgan Stanley Wealth Management April 2013 - August 2014
Scottrade, INC July 2009 - April 2013
Scottrade, INC November 2006 - July 2009
Scottrade, INC June 2005 - November 2006
Skills
CERTIFIED FINANCIAL..., General Securities..., General Securities..., Series 7, Series 63, FINRA, Mutual Funds, Equities, Securities, Uniform Combined State..., IRAs, Series 24, Investments, ETFs, Bonds, Equity Trading, Retirement Planning
Education
University of Kentucky 2002 — 2006
B.S, Business and Economics; Economics and Finance
Sidney Quang Pham's Scottrade, Inc Experience January 2008 - January 2008
Job entrepreneur/Restaurant manager
Industry Food & Beverages
Experience
Lu's sandwiches July 2011 - Present
US Bank June 2011 - August 2011
Scottrade inc January 2008 - January 2008
T-Mobile May 2007 - September 2007
EDINBROOK REALTY May 2007 - September 2007
Education
Concordia University-St. Paul 2008 — 2011
Bachelor of Business Administration, Finance
North Hennepin Community College
Associated of Art
Lu's sandwiches July 2011 - Present
US Bank June 2011 - August 2011
Scottrade inc January 2008 - January 2008
T-Mobile May 2007 - September 2007
EDINBROOK REALTY May 2007 - September 2007
Education
Concordia University-St. Paul 2008 — 2011
Bachelor of Business Administration, Finance
North Hennepin Community College
Associated of Art
Catherine Killian's Scottrade, Inc Experience June 1999 - November 2008
Job Sr Specialist at Stifel Nicolaus
Industry Staffing and Recruiting
Experience
Stifel Nicolaus January 2013 - Present
Seniors Helping Seniors June 2011 - Present
Kforce Finance & Accounting March 2012 - June 2012
Scottrade, Inc June 1999 - November 2008
SSM Care Management October 1997 - June 1999
St. Joseph Hospital - Kirkwood March 1996 - October 1997
St. Joseph Hospital - Kirkwood January 1995 - March 1996
St. Joseph Hospital - Kirkwood October 1993 - January 1995
St. Joseph Hospital - Kirkwood May 1991 - October 1993
General American Life Insurance Company January 1988 - July 1991
Skills
Customer Service, Typing, Eye For Detail, Organizing, Filing, Telephone Skills, Excel, Microsoft Office, Outlook, Training Skills, Data Entry
Education
Hickey College 1985 — 1985
Certificate, Secretarial
St. Louis Community College
Stifel Nicolaus January 2013 - Present
Seniors Helping Seniors June 2011 - Present
Kforce Finance & Accounting March 2012 - June 2012
Scottrade, Inc June 1999 - November 2008
SSM Care Management October 1997 - June 1999
St. Joseph Hospital - Kirkwood March 1996 - October 1997
St. Joseph Hospital - Kirkwood January 1995 - March 1996
St. Joseph Hospital - Kirkwood October 1993 - January 1995
St. Joseph Hospital - Kirkwood May 1991 - October 1993
General American Life Insurance Company January 1988 - July 1991
Skills
Customer Service, Typing, Eye For Detail, Organizing, Filing, Telephone Skills, Excel, Microsoft Office, Outlook, Training Skills, Data Entry
Education
Hickey College 1985 — 1985
Certificate, Secretarial
St. Louis Community College
Stephen Swiney's Scottrade, Inc Experience September 2008 - January 2011
Job Implementation engineer at Thomson Reuters
Industry Media Production
Experience
Thomson Reuters April 2015 - Present
Scottrade May 2011 - November 2014
MasterCard January 2011 - May 2011
Scottrade, Inc. September 2008 - January 2011
AT&T May 2001 - July 2008
Skills
Unix, Databases, Linux, Oracle, Perl, SQL, Software Documentation, Enterprise Software, Agile Methodologies, WebSphere Application..., Visio, Integration, Disaster Recovery
Education
St. Louis Community College 1998 — 2010
Information Systems
University of Missouri-Saint Louis 2005 — 2009
Bachelors of Business Administration, Finance
Thomson Reuters April 2015 - Present
Scottrade May 2011 - November 2014
MasterCard January 2011 - May 2011
Scottrade, Inc. September 2008 - January 2011
AT&T May 2001 - July 2008
Skills
Unix, Databases, Linux, Oracle, Perl, SQL, Software Documentation, Enterprise Software, Agile Methodologies, WebSphere Application..., Visio, Integration, Disaster Recovery
Education
St. Louis Community College 1998 — 2010
Information Systems
University of Missouri-Saint Louis 2005 — 2009
Bachelors of Business Administration, Finance
Jeff Mercuri's Scottrade, Inc Experience May 1999 - June 2000
Job Regional Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
TIAA-CREF October 2004 - August 2008
TIAA-CREF January 2003 - October 2004
Nationsfunds April 2001 - December 2002
UVEST Investment Services Inc. June 2000 - April 2001
SCOTTRADE Inc May 1999 - June 2000
Skills
Securities, Investments, Financial Services, Mutual Funds, Sales, Risk Management, Series 7, Retirement Planning, Finance, Insurance
Education
College of Charleston
University of North Carolina at Charlotte
B.A., Philosophy
Wells Fargo Advisors March 2009 - Present
TIAA-CREF October 2004 - August 2008
TIAA-CREF January 2003 - October 2004
Nationsfunds April 2001 - December 2002
UVEST Investment Services Inc. June 2000 - April 2001
SCOTTRADE Inc May 1999 - June 2000
Skills
Securities, Investments, Financial Services, Mutual Funds, Sales, Risk Management, Series 7, Retirement Planning, Finance, Insurance
Education
College of Charleston
University of North Carolina at Charlotte
B.A., Philosophy
Casey P. Rozniak's Scottrade, Inc Experience March 1998 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - February 2011
Scottrade, Inc. March 1998 - February 2008
Edward Jones January 1992 - January 1998
Skills
Product Management, Project Management, Training and Development, Strategic Planning, Vendor Relationships, Management and..., Analysis
Education
University of Southern Mississippi 1984 — 1990
M.B.A., B.S.B.A, Business Management
Wells Fargo Advisors December 2008 - February 2011
Scottrade, Inc. March 1998 - February 2008
Edward Jones January 1992 - January 1998
Skills
Product Management, Project Management, Training and Development, Strategic Planning, Vendor Relationships, Management and..., Analysis
Education
University of Southern Mississippi 1984 — 1990
M.B.A., B.S.B.A, Business Management
Cornette Penn's Scottrade, Inc Experience November 2004 - Present
Job Image Processing/Research Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade Inc November 2004 - Present
Education
Fontbonne University
BA, Organizational Studies /Management
St. Louis Community College at
Scottrade Inc November 2004 - Present
Education
Fontbonne University
BA, Organizational Studies /Management
St. Louis Community College at
Sean Ferrell's Scottrade, Inc Experience October 2008 - December 2009
Job Finance Professional
Industry Financial Services
Experience
Applus Technologies August 2011 - Present
PepsiCo Financial Shared Services July 2010 - May 2011
Young Entrepreneurs Association January 2008 - January 2010
Scottrade Inc October 2008 - December 2009
UNC Charlotte Student Computing Center September 2008 - October 2008
Education
University of North Carolina at Charlotte
Bachelor's Degree, UNCC; Finance
Millbrook High School
Advanced Diploma, Emphasis
Central Piedmont Community College
Associates in Arts, with; Business Administration
Applus Technologies August 2011 - Present
PepsiCo Financial Shared Services July 2010 - May 2011
Young Entrepreneurs Association January 2008 - January 2010
Scottrade Inc October 2008 - December 2009
UNC Charlotte Student Computing Center September 2008 - October 2008
Education
University of North Carolina at Charlotte
Bachelor's Degree, UNCC; Finance
Millbrook High School
Advanced Diploma, Emphasis
Central Piedmont Community College
Associates in Arts, with; Business Administration
Sean P. Murphy's Scottrade, Inc Experience February 2001 - September 2005
Job Subcontracts Adminstrator at CACI International Inc
Industry Investment Management
Experience
CACI International Inc May 2012 - Present
JABS Asset Management, Inc October 2005 - May 2012
Scottrade, Inc February 2001 - September 2005
TD Waterhouse Investor Services, Inc January 1992 - January 2001
University Support Services May 1990 - December 1991
Bankers Finance Investment Management Corp August 1987 - May 1990
Skills
Negotiation, Management, Government, Customer Service, Pricing
Education
Villanova University 2011 — 2011
Masters Certificate, Government Contract Management;
Arizona State University
Bachelor of Science, Economics
CACI International Inc May 2012 - Present
JABS Asset Management, Inc October 2005 - May 2012
Scottrade, Inc February 2001 - September 2005
TD Waterhouse Investor Services, Inc January 1992 - January 2001
University Support Services May 1990 - December 1991
Bankers Finance Investment Management Corp August 1987 - May 1990
Skills
Negotiation, Management, Government, Customer Service, Pricing
Education
Villanova University 2011 — 2011
Masters Certificate, Government Contract Management;
Arizona State University
Bachelor of Science, Economics
Randy Copeland's Scottrade, Inc Experience March 2000 - July 2012
Job Investigation and Resolution Examiner at Scottrade Inc
Industry Financial Services
Experience
Scottrade July 2012 - Present
Scottrade Inc March 2000 - July 2012
Troy First Assembly of God October 1989 - October 1999
Skills
Series 24, Retirement Planning, Mutual Funds, FINRA, Uniform Combined State..., Series 65, Series 63, Fixed Annuities, Retirement, Estate Planning, 401k, Securities, Financial Advisory, Investments, Variable Annuities, USA PATRIOT Act, Series 6, OFAC
Education
Central Bible College 1976 — 1979
Bachelor of Arts, Bible
Central Bible College 1976 — 1979
Bachelor's degree, Bible/Biblical Studies
Scottrade July 2012 - Present
Scottrade Inc March 2000 - July 2012
Troy First Assembly of God October 1989 - October 1999
Skills
Series 24, Retirement Planning, Mutual Funds, FINRA, Uniform Combined State..., Series 65, Series 63, Fixed Annuities, Retirement, Estate Planning, 401k, Securities, Financial Advisory, Investments, Variable Annuities, USA PATRIOT Act, Series 6, OFAC
Education
Central Bible College 1976 — 1979
Bachelor of Arts, Bible
Central Bible College 1976 — 1979
Bachelor's degree, Bible/Biblical Studies
Andrew Cornish's Scottrade, Inc Experience June 2011 - Present
Job Stock Broker at Scottrade
Industry Financial Services
Experience
Scottrade Inc June 2011 - Present
St. Louis Cardinals April 2007 - August 2011
Scottrade Inc October 2009 - June 2011
Skills
Series 63, Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Oracle CRM
Education
Lindenwood University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
St. John Vianney High School
Diploma
Scottrade Inc June 2011 - Present
St. Louis Cardinals April 2007 - August 2011
Scottrade Inc October 2009 - June 2011
Skills
Series 63, Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Oracle CRM
Education
Lindenwood University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
St. John Vianney High School
Diploma
Douglas Galantowicz's Scottrade, Inc Experience April 2011 - Present
Job Relationship Specialist at Scottrade Inc
Industry Financial Services
Experience
Scottrade Inc April 2011 - Present
Waddell & Reed January 2009 - December 2010
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Personal FInancial Planning
Scottrade Inc April 2011 - Present
Waddell & Reed January 2009 - December 2010
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Personal FInancial Planning
Kevin O'Bryan's Scottrade, Inc Experience May 2001 - Present
Job Branch Manager at Scottrade Inc
Industry Financial Services
Experience
Scottrade Inc May 2001 - Present
Scottrade Inc May 2000 - May 2001
TD Ameritrade August 1995 - May 2000
Olde Discount Stockbrokers February 1995 - June 1995
Carbonated Beverage Service June 1989 - December 1992
U.S. Coast Guard November 1984 - June 1989
Education
University of Iowa 1998 — 2000
Earned 12 credit hours, MBA, 4.0
University of Louisville 1993 — 1994
Bachelor of Science (BS), Mathematics, 4.0
Scottrade Inc May 2001 - Present
Scottrade Inc May 2000 - May 2001
TD Ameritrade August 1995 - May 2000
Olde Discount Stockbrokers February 1995 - June 1995
Carbonated Beverage Service June 1989 - December 1992
U.S. Coast Guard November 1984 - June 1989
Education
University of Iowa 1998 — 2000
Earned 12 credit hours, MBA, 4.0
University of Louisville 1993 — 1994
Bachelor of Science (BS), Mathematics, 4.0
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank