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
Kevin Sloss Kevin Sloss's Scottrade, Inc Experience June 2015 - Present
Job Managing SupervisorStock Records, Foreign Settlement
Industry Financial Services
Experience
Scottrade, Inc. June 2015 - Present
Charles Schwab April 2010 - June 2015
Charles Schwab April 2010 - July 2013
Charles Schwab April 2010 - July 2012
Charles Schwab May 2008 - April 2010
Charles Schwab October 1999 - May 2008
Founders Funds February 1999 - October 1999
The Prudential Insurance Company of America May 1995 - February 1999
Skills
Finance, Leveraging data, Relationship Building, Research, Reconciliation, Mutual Funds, Equity Compensation, Auditing, Data Analysis, Management
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Philadelphia University 1995 — 1998
Bachelor's degree, Finance and Financial Management Services
University of Cincinnati 1990 — 1994
International Business and Liberal Arts
Lower Moreland
Lower Moreland
Scottrade, Inc. June 2015 - Present
Charles Schwab April 2010 - June 2015
Charles Schwab April 2010 - July 2013
Charles Schwab April 2010 - July 2012
Charles Schwab May 2008 - April 2010
Charles Schwab October 1999 - May 2008
Founders Funds February 1999 - October 1999
The Prudential Insurance Company of America May 1995 - February 1999
Skills
Finance, Leveraging data, Relationship Building, Research, Reconciliation, Mutual Funds, Equity Compensation, Auditing, Data Analysis, Management
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Philadelphia University 1995 — 1998
Bachelor's degree, Finance and Financial Management Services
University of Cincinnati 1990 — 1994
International Business and Liberal Arts
Lower Moreland
Lower Moreland
Ruth Frahm Ruth Frahm's Scottrade, Inc Experience December 2005 - Present
Job Business Process Manager, Scottrade, Inc.
Industry Financial Services
Experience
Scottrade, Inc. December 2005 - Present
Steve Pupillo Insurance Agency (American Family Insurance) February 1998 - December 2005
Southwestern Bell Telephone Company March 1982 - December 1990
Skills
Visio, Business Analysis, SDLC, SharePoint, Requirements Gathering, Process Improvement, PMO, Business Process..., Requirements Analysis, Business Requirements, Business Process, PMP, Risk Management, Vendor Management, Project Management
Education
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Management Information Systems, General
Scottrade, Inc. December 2005 - Present
Steve Pupillo Insurance Agency (American Family Insurance) February 1998 - December 2005
Southwestern Bell Telephone Company March 1982 - December 1990
Skills
Visio, Business Analysis, SDLC, SharePoint, Requirements Gathering, Process Improvement, PMO, Business Process..., Requirements Analysis, Business Requirements, Business Process, PMP, Risk Management, Vendor Management, Project Management
Education
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Management Information Systems, General
Kevin Dodson Kevin Dodson's Scottrade, Inc Experience January 2007 - July 2010
Job Managing Partner Founder at Saltbox Studio
Industry Design
Experience
Saltbox Studio January 2015 - Present
Datu Health September 2012 - November 2014
Appirio April 2011 - October 2012
RehabCare July 2010 - April 2011
Scottrade, Inc. January 2007 - July 2010
Scottrade, Inc. March 2005 - December 2006
Scottrade, Inc. March 2003 - March 2005
Terra Nova Trading July 2001 - November 2002
Terra Nova Trading July 2000 - July 2001
Cerner Corporation May 1999 - July 2000
Skills
Business Development, Salesforce.com, Strategic Planning, Product Marketing, Business Analysis, Product Management, Mobile Devices, Product Development, User Interface Design, Mobile Applications, Cloud Computing, Business Intelligence, Strategic Partnerships, User Experience, Management, Strategy, Enterprise Software, Team Leadership, User Experience Design, Management Consulting, Healthcare Information..., Leadership, Integration, SaaS, Marketing, CRM, Business Process, E-commerce, Consulting, Start-ups
Education
Washington University in St. Louis - Olin Business School 2004 — 2007
MBA, MBA
University of Missouri-Columbia, College of Business 1995 — 1999
BS/BA, Marketing
Saltbox Studio January 2015 - Present
Datu Health September 2012 - November 2014
Appirio April 2011 - October 2012
RehabCare July 2010 - April 2011
Scottrade, Inc. January 2007 - July 2010
Scottrade, Inc. March 2005 - December 2006
Scottrade, Inc. March 2003 - March 2005
Terra Nova Trading July 2001 - November 2002
Terra Nova Trading July 2000 - July 2001
Cerner Corporation May 1999 - July 2000
Skills
Business Development, Salesforce.com, Strategic Planning, Product Marketing, Business Analysis, Product Management, Mobile Devices, Product Development, User Interface Design, Mobile Applications, Cloud Computing, Business Intelligence, Strategic Partnerships, User Experience, Management, Strategy, Enterprise Software, Team Leadership, User Experience Design, Management Consulting, Healthcare Information..., Leadership, Integration, SaaS, Marketing, CRM, Business Process, E-commerce, Consulting, Start-ups
Education
Washington University in St. Louis - Olin Business School 2004 — 2007
MBA, MBA
University of Missouri-Columbia, College of Business 1995 — 1999
BS/BA, Marketing
Ryan McKenzie Ryan McKenzie's Scottrade, Inc Experience March 2004 - October 2006
Job Senior Manager at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting October 2006 - Present
Scottrade, Inc. March 2004 - October 2006
Raymond James 2003 - 2004
AAA Auto Club South 2001 - 2002
Skills
Accounting, Tax, FAS 123R, Income Tax, Corporate Tax, Tax Advisory, International Tax, CPA, Tax Credits, FIN 48, Tax Accounting, State Tax, FAS 5, Partnership Taxation, Tax Returns, Tax Research
Education
University of South Florida 2004 — 2006
B.S., Accounting, Magna Cum Laude
University of South Florida 2002 — 2003
B.S., Finance, Magna Cum Laude
True Partners Consulting October 2006 - Present
Scottrade, Inc. March 2004 - October 2006
Raymond James 2003 - 2004
AAA Auto Club South 2001 - 2002
Skills
Accounting, Tax, FAS 123R, Income Tax, Corporate Tax, Tax Advisory, International Tax, CPA, Tax Credits, FIN 48, Tax Accounting, State Tax, FAS 5, Partnership Taxation, Tax Returns, Tax Research
Education
University of South Florida 2004 — 2006
B.S., Accounting, Magna Cum Laude
University of South Florida 2002 — 2003
B.S., Finance, Magna Cum Laude
Joseph Reedy's Scottrade, Inc Experience July 2007 - June 2013
Job Marketing Director at Southern Illinois Paint Supply
Industry Retail
Experience
Southern Illinois Paint Supply June 2013 - Present
Scottrade, Inc. July 2007 - June 2013
University of Missouri-St. Louis January 2005 - May 2007
Technip Germany May 2004 - August 2004
Skills
Mutual Funds, Banking, Team Leadership, Investments, Analysis, Trading
Education
University of Missouri-Saint Louis 2005 — 2007
Bachelor's degree, International Business
University of Missouri-Saint Louis 2005 — 2007
Bachelor's degree, International Business
Southern Illinois Paint Supply June 2013 - Present
Scottrade, Inc. July 2007 - June 2013
University of Missouri-St. Louis January 2005 - May 2007
Technip Germany May 2004 - August 2004
Skills
Mutual Funds, Banking, Team Leadership, Investments, Analysis, Trading
Education
University of Missouri-Saint Louis 2005 — 2007
Bachelor's degree, International Business
University of Missouri-Saint Louis 2005 — 2007
Bachelor's degree, International Business
Mark Mullis Mark Mullis's Scottrade, Inc Experience March 2003 - April 2004
Job Relationship Manager at WEX Inc. (NYSE: WEX)
Industry Financial Services
Experience
WEX Inc. (NYSE: WEX) October 2013 - Present
WEX February 2012 - October 2013
Wright Express October 2005 - February 2012
Wright Express March 2004 - October 2005
Scottrade, Inc. March 2003 - April 2004
Skills
Strategy, Management, Credit, Credit Risk, Payments, Customer Retention, Negotiation, Portfolio Management, Banking, Credit Cards, Financial Services, Relationship Management, Payment Card Processing, Electronic Payments, Sales Operations
Education
University of Southern Maine - School of Business 2001 — 2003
B.S., Business- Finance
University of Maine 1999 — 2001
School of Business
WEX Inc. (NYSE: WEX) October 2013 - Present
WEX February 2012 - October 2013
Wright Express October 2005 - February 2012
Wright Express March 2004 - October 2005
Scottrade, Inc. March 2003 - April 2004
Skills
Strategy, Management, Credit, Credit Risk, Payments, Customer Retention, Negotiation, Portfolio Management, Banking, Credit Cards, Financial Services, Relationship Management, Payment Card Processing, Electronic Payments, Sales Operations
Education
University of Southern Maine - School of Business 2001 — 2003
B.S., Business- Finance
University of Maine 1999 — 2001
School of Business
Amy Heet (Meister), PHR's Scottrade, Inc Experience January 2014 - December 2014
Job Talent Acquisition Manager at Scottrade, Inc.
Industry Human Resources
Experience
Scottrade December 2014 - Present
Scottrade, Inc. January 2014 - December 2014
Scottrade, Inc. January 2013 - January 2014
Scottrade, Inc. April 2007 - January 2013
American Chartered Bank July 2005 - April 2007
Anheuser-Busch May 2003 - June 2005
Videojet 2001 - 2001
Skills
Recruiting, Human Resources, Talent Acquisition, College Recruiting, Sourcing, Employee Relations, Customer Service, Metrics, Microsoft Excel, Employee Engagement, Screening Resumes, Employee Benefits, Applicant Tracking..., HRIS, Benefits Negotiation, Personnel Management, Training, Interviews, Onboarding, Hiring, Management, Payroll, Technical Recruiting, Time Management, Internet Recruiting, Screening, Staffing Services, Workforce Planning, Talent Management
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Business Administration
Scottrade December 2014 - Present
Scottrade, Inc. January 2014 - December 2014
Scottrade, Inc. January 2013 - January 2014
Scottrade, Inc. April 2007 - January 2013
American Chartered Bank July 2005 - April 2007
Anheuser-Busch May 2003 - June 2005
Videojet 2001 - 2001
Skills
Recruiting, Human Resources, Talent Acquisition, College Recruiting, Sourcing, Employee Relations, Customer Service, Metrics, Microsoft Excel, Employee Engagement, Screening Resumes, Employee Benefits, Applicant Tracking..., HRIS, Benefits Negotiation, Personnel Management, Training, Interviews, Onboarding, Hiring, Management, Payroll, Technical Recruiting, Time Management, Internet Recruiting, Screening, Staffing Services, Workforce Planning, Talent Management
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Business Administration
Deborah Kahmke's Scottrade, Inc Experience June 2008 - February 2009
Job Manager, Application Support at Scottrade
Industry Information Technology and Services
Experience
Scottrade August 2012 - Present
Scottrade February 2009 - August 2012
Scottrade, Inc. June 2008 - February 2009
Scottrade, Inc. August 2006 - June 2008
Altiris St. Louis User Group 2007 - 2008
Scottrade, Inc. August 2003 - August 2006
Skills
ITIL, IT Management, IT Service Management, Disaster Recovery, Data Center, IT Operations, Change Management, Software Documentation, Security, Business Analysis, SharePoint, Active Directory, Windows Server, Visio, Incident Management, Troubleshooting, XP, Windows 7, DNS, System Administration, Microsoft SQL Server, Leadership, Altiris, Servers, SQL, Firewalls
Education
University of Missouri-Saint Louis 1997 — 2001
BS MS, Management of Information Systems
Scottrade August 2012 - Present
Scottrade February 2009 - August 2012
Scottrade, Inc. June 2008 - February 2009
Scottrade, Inc. August 2006 - June 2008
Altiris St. Louis User Group 2007 - 2008
Scottrade, Inc. August 2003 - August 2006
Skills
ITIL, IT Management, IT Service Management, Disaster Recovery, Data Center, IT Operations, Change Management, Software Documentation, Security, Business Analysis, SharePoint, Active Directory, Windows Server, Visio, Incident Management, Troubleshooting, XP, Windows 7, DNS, System Administration, Microsoft SQL Server, Leadership, Altiris, Servers, SQL, Firewalls
Education
University of Missouri-Saint Louis 1997 — 2001
BS MS, Management of Information Systems
Jamie Katz's Scottrade, Inc Experience October 2013 - Present
Job Recruiter at Scottrade
Industry Entertainment
Experience
Scottrade, Inc. October 2013 - Present
Pinnacle Entertainment February 2008 - October 2013
Big Shoulders Digital Video March 2005 - November 2007
Simmons Media Group July 2005 - July 2006
Skills
Casino, Hospitality, Marketing, Event Planning, Advertising, Social Media Marketing, Employee Relations, Human Resources, Leadership, Hospitality Management, Customer Service, Social Networking, Training, Recruiting, Event Management, Team Building, Coaching, Interviews, Social Media, Management, Hiring
Education
University of Missouri-Saint Louis 2001 — 2004
BSBA, Mass Communications
Jefferson College 2000 — 2001
Associates Degree, General
DeSoto High School 1996 — 2000
Scottrade, Inc. October 2013 - Present
Pinnacle Entertainment February 2008 - October 2013
Big Shoulders Digital Video March 2005 - November 2007
Simmons Media Group July 2005 - July 2006
Skills
Casino, Hospitality, Marketing, Event Planning, Advertising, Social Media Marketing, Employee Relations, Human Resources, Leadership, Hospitality Management, Customer Service, Social Networking, Training, Recruiting, Event Management, Team Building, Coaching, Interviews, Social Media, Management, Hiring
Education
University of Missouri-Saint Louis 2001 — 2004
BSBA, Mass Communications
Jefferson College 2000 — 2001
Associates Degree, General
DeSoto High School 1996 — 2000
Brett Schulte's Scottrade, Inc Experience February 2012 - September 2013
Job UX/UI Business Architect at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Scottrade October 2013 - December 2014
Scottrade, Inc. February 2012 - September 2013
Scottrade March 2008 - February 2012
Skills
Business Architecture, Business Strategy, User Experience, Agile Methodologies, Project Governance, User Interface, Platform Design, Agile & Waterfall..., Agile Methodolgy, Platform Development, Team Management, SDLC, Product Development, Supervisory Skills, Supervisory Experience, Product Management, User Acceptance Testing, Usability Testing, Product Lifecycle..., Investment Brokerage, Microsoft Excel, Dreamweaver, Web Site Editing, Microsoft Word, Computers, Computer Science, Mathematics, HTML, PHP, C++, Java, American History, Military History, PC & Mac platforms, Online Brokerage, Options, Customer Service, Stock Trading, Business Analysis, Securities, Equities
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Math/Computer Science
Wells Fargo Advisors December 2014 - Present
Scottrade October 2013 - December 2014
Scottrade, Inc. February 2012 - September 2013
Scottrade March 2008 - February 2012
Skills
Business Architecture, Business Strategy, User Experience, Agile Methodologies, Project Governance, User Interface, Platform Design, Agile & Waterfall..., Agile Methodolgy, Platform Development, Team Management, SDLC, Product Development, Supervisory Skills, Supervisory Experience, Product Management, User Acceptance Testing, Usability Testing, Product Lifecycle..., Investment Brokerage, Microsoft Excel, Dreamweaver, Web Site Editing, Microsoft Word, Computers, Computer Science, Mathematics, HTML, PHP, C++, Java, American History, Military History, PC & Mac platforms, Online Brokerage, Options, Customer Service, Stock Trading, Business Analysis, Securities, Equities
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Math/Computer Science
Elaine Conway's Scottrade, Inc Experience 2012 - Present
Job Vice President, Marketing Director
Industry Financial Services
Experience
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
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