TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Toby Deyle Toby Deyle's TD Ameritrade Experience May 2008 - July 2009
Job Compliance Manager at American Express
Industry Financial Services
Experience
American Express May 2015 - Present
American Express March 2013 - May 2015
American Express June 2012 - March 2013
American Express February 2011 - June 2012
TD Ameritrade May 2008 - July 2009
Skills
Financial Analysis, Analytics, Leadership Development, Statistical Data..., Statistical Software, Statistical Tools, Visual Basic, Oracle Applications, SQL, SAS, Agile Project Management, Auditing, Microsoft Excel, MS Excel Pivot Tables, VBA, IT Project..., Project Planning, Access, Six Sigma, Lean Six Sigma, JMP, R, SOX 404, Disaster Recovery, Minitab, Sarbanes-Oxley Act, Internal Audit, Statistical Programming, Statistical Reporting, Statistical Modeling, Cross-functional..., Finance, Process Improvement, Risk Management
Education
Arizona State University 2013 — 2015
Master of Engineering (MEng), Statistical Engineering, Graduate
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Graduate
University of Nebraska at Omaha 2006 — 2010
Bachelor of Science (B.S.), Investment Science and Portfolio Management
University of Nebraska at Omaha 2006 — 2010
Bachelor of Science (B.S.), Banking and Financial Markets
University of Nebraska at Omaha 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
American Express May 2015 - Present
American Express March 2013 - May 2015
American Express June 2012 - March 2013
American Express February 2011 - June 2012
TD Ameritrade May 2008 - July 2009
Skills
Financial Analysis, Analytics, Leadership Development, Statistical Data..., Statistical Software, Statistical Tools, Visual Basic, Oracle Applications, SQL, SAS, Agile Project Management, Auditing, Microsoft Excel, MS Excel Pivot Tables, VBA, IT Project..., Project Planning, Access, Six Sigma, Lean Six Sigma, JMP, R, SOX 404, Disaster Recovery, Minitab, Sarbanes-Oxley Act, Internal Audit, Statistical Programming, Statistical Reporting, Statistical Modeling, Cross-functional..., Finance, Process Improvement, Risk Management
Education
Arizona State University 2013 — 2015
Master of Engineering (MEng), Statistical Engineering, Graduate
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Graduate
University of Nebraska at Omaha 2006 — 2010
Bachelor of Science (B.S.), Investment Science and Portfolio Management
University of Nebraska at Omaha 2006 — 2010
Bachelor of Science (B.S.), Banking and Financial Markets
University of Nebraska at Omaha 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Troy Hamilton Troy Hamilton's TD Ameritrade Experience 2000 - 2003
Job
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2015 - Present
NYSE Euronext 2006 - 2015
VONAGE 2004 - 2006
New York Mercantile Exchange 2003 - 2004
TD Ameritrade 2000 - 2003
Lockheed Martin 1997 - 2000
Lucent Technologies - Bell Labs 1996 - 1997
Lockheed Martin 1993 - 1996
Skills
Risk, Risk Management, Risk Assessment, Strategic Sourcing, Strategic Thinking, Quality, Quality Assurance, Quality Management, Service Management, IT Service Management, Service Delivery, Agile, Agile Project Management, SDLC, Market Data, Trading Systems, System Dynamics, Organizational Change, Change Management, Change Leadership, Organizational Dynamics, Vendor Management, Financial Risk, Agile Methodologies, Process Improvement, Enterprise Architecture, Leadership, IT Strategy, Requirements Analysis, Equities, Integration, Trading, Business Analysis, ITIL, Program Management, Derivatives, Sybase, Fixed Income, PMO, Low Latency, Outsourcing, Disaster Recovery, Software Project..., Employee Management, Financial Markets, Options, Team Leadership, Financial Services
Education
INSEAD 2010 — 2010
Executive Education, Senior Leadership and Management Program
Massachusetts Institute of Technology 1997 — 1999
Master's Degree, Sloan School of Management and School of Engineering
American University 1990 — 1993
BS
Pershing, a BNY Mellon company 2015 - Present
NYSE Euronext 2006 - 2015
VONAGE 2004 - 2006
New York Mercantile Exchange 2003 - 2004
TD Ameritrade 2000 - 2003
Lockheed Martin 1997 - 2000
Lucent Technologies - Bell Labs 1996 - 1997
Lockheed Martin 1993 - 1996
Skills
Risk, Risk Management, Risk Assessment, Strategic Sourcing, Strategic Thinking, Quality, Quality Assurance, Quality Management, Service Management, IT Service Management, Service Delivery, Agile, Agile Project Management, SDLC, Market Data, Trading Systems, System Dynamics, Organizational Change, Change Management, Change Leadership, Organizational Dynamics, Vendor Management, Financial Risk, Agile Methodologies, Process Improvement, Enterprise Architecture, Leadership, IT Strategy, Requirements Analysis, Equities, Integration, Trading, Business Analysis, ITIL, Program Management, Derivatives, Sybase, Fixed Income, PMO, Low Latency, Outsourcing, Disaster Recovery, Software Project..., Employee Management, Financial Markets, Options, Team Leadership, Financial Services
Education
INSEAD 2010 — 2010
Executive Education, Senior Leadership and Management Program
Massachusetts Institute of Technology 1997 — 1999
Master's Degree, Sloan School of Management and School of Engineering
American University 1990 — 1993
BS
Palermo Deschamps's TD Ameritrade Experience February 2015 - April 2015
Job Front End Developer at Sequel Media Group
Industry Internet
Experience
Sequel Media Group July 2015 - Present
COOLS January 2015 - June 2015
TD Ameritrade February 2015 - April 2015
General Assembly September 2014 - December 2014
Dezzmo April 2013 - September 2014
US Navy July 2007 - June 2011
Skills
Web Development, HTML, CSS, jQuery, Ruby, Ruby on Rails, JavaScript, Sinatra, Blogging, Online Marketing, Marketing, Public Speaking, Leadership, Photoshop, Social Media, Social Media Marketing, Digital Media, Advertising, Microsoft Office, Entrepreneurship, Customer Service, After Effects, Business Strategy, WordPress, Online Advertising, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Objective-C, Business Development, Small Business, Online Journalism, Facebook, Git
Education
General Assembly 2014 — 2014
Computer Programming
Golden Gate University 2013 — 2014
Business Management with an emphasis in Marketing
Heald College 2012 — 2013
Associate's degree, Entrepreneurship/Entrepreneurial Studies, 3.8
Academy of Art University 2011 — 2012
Illustration
Sequel Media Group July 2015 - Present
COOLS January 2015 - June 2015
TD Ameritrade February 2015 - April 2015
General Assembly September 2014 - December 2014
Dezzmo April 2013 - September 2014
US Navy July 2007 - June 2011
Skills
Web Development, HTML, CSS, jQuery, Ruby, Ruby on Rails, JavaScript, Sinatra, Blogging, Online Marketing, Marketing, Public Speaking, Leadership, Photoshop, Social Media, Social Media Marketing, Digital Media, Advertising, Microsoft Office, Entrepreneurship, Customer Service, After Effects, Business Strategy, WordPress, Online Advertising, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Objective-C, Business Development, Small Business, Online Journalism, Facebook, Git
Education
General Assembly 2014 — 2014
Computer Programming
Golden Gate University 2013 — 2014
Business Management with an emphasis in Marketing
Heald College 2012 — 2013
Associate's degree, Entrepreneurship/Entrepreneurial Studies, 3.8
Academy of Art University 2011 — 2012
Illustration
Denise Clarke's TD Ameritrade Experience December 2011 - October 2012
Job Real Estate Portfolio Administrator, Global Workplace Resources at IHS
Industry Real Estate
Experience
IHS December 2014 - Present
DaVita November 2012 - November 2014
TD Ameritrade December 2011 - October 2012
NewMark Merrill Companies October 2010 - December 2011
McWhinney February 2007 - October 2010
Skills
Real Estate Transactions, Leases, Contract Negotiation, Project Management, Real Estate Development, Budgets, Management, Event Planning, Investment Properties, Leadership, Real Estate, Property Management, Process Improvement, Real Estate Economics, Due Diligence, Strategy
Education
American River College
Business Administration
Kaplan
Licensed Real Estate Broker, Real Estate
IHS December 2014 - Present
DaVita November 2012 - November 2014
TD Ameritrade December 2011 - October 2012
NewMark Merrill Companies October 2010 - December 2011
McWhinney February 2007 - October 2010
Skills
Real Estate Transactions, Leases, Contract Negotiation, Project Management, Real Estate Development, Budgets, Management, Event Planning, Investment Properties, Leadership, Real Estate, Property Management, Process Improvement, Real Estate Economics, Due Diligence, Strategy
Education
American River College
Business Administration
Kaplan
Licensed Real Estate Broker, Real Estate
Courtney Chapman Courtney Chapman's TD Ameritrade Experience November 2009 - May 2012
Job Holistic Health Coach at HolisticEbony.com
Industry Health, Wellness and Fitness
Experience
Holistic Ebony.com August 2013 - Present
WGR Management May 2012 - Present
TD Ameritrade November 2009 - May 2012
Chase January 2008 - October 2009
Skills
Customer Service, Business Relationship..., Website Development, Online Articles, Marketing Strategy, Social Media Marketing, Holistic Health, Herbal Remedies, Dietetics, Nutrition, Call Centers
Education
Institute of Integrative Nutrition 2013 — 2014
Holistic Health
Colorado Technical University-Online 2009 — 2010
Associate's degree, Business Administration and Management, General
American University 2005 — 2006
International Finance
Holistic Ebony.com August 2013 - Present
WGR Management May 2012 - Present
TD Ameritrade November 2009 - May 2012
Chase January 2008 - October 2009
Skills
Customer Service, Business Relationship..., Website Development, Online Articles, Marketing Strategy, Social Media Marketing, Holistic Health, Herbal Remedies, Dietetics, Nutrition, Call Centers
Education
Institute of Integrative Nutrition 2013 — 2014
Holistic Health
Colorado Technical University-Online 2009 — 2010
Associate's degree, Business Administration and Management, General
American University 2005 — 2006
International Finance
John Fowler, CFP® John Fowler, CFP®'s TD Ameritrade Experience January 2010 - January 2015
Job Wealth Manager (Investment Committee Member) at McElhenny Sheffield Capital Management
Industry Financial Services
Experience
McElhenny Sheffield Capital Management January 2015 - Present
TD Ameritrade January 2010 - January 2015
TD Ameritrade April 2008 - January 2015
Fidelity Investments January 2007 - April 2008
Fidelity Investments May 2004 - January 2007
Skills
Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Fixed Income, Securities, Options, Retirement Planning, Options Strategies, Personal Financial..., Investment Strategies, Asset Allocation, Financial Advisory, Fixed Annuities, Finance, Financial Planning, Retirement, Certified Financial..., Investment Advisory, Concentrated Stock..., Series 66, Futures, Annuities, High Probability Trading
Education
The University of Texas at Arlington 2000 — 2003
BS, Engineering
Abilene Christian University 1997 — 2000
Pre-Engineering, Pre-Engineering
McElhenny Sheffield Capital Management January 2015 - Present
TD Ameritrade January 2010 - January 2015
TD Ameritrade April 2008 - January 2015
Fidelity Investments January 2007 - April 2008
Fidelity Investments May 2004 - January 2007
Skills
Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Fixed Income, Securities, Options, Retirement Planning, Options Strategies, Personal Financial..., Investment Strategies, Asset Allocation, Financial Advisory, Fixed Annuities, Finance, Financial Planning, Retirement, Certified Financial..., Investment Advisory, Concentrated Stock..., Series 66, Futures, Annuities, High Probability Trading
Education
The University of Texas at Arlington 2000 — 2003
BS, Engineering
Abilene Christian University 1997 — 2000
Pre-Engineering, Pre-Engineering
Eladio Venegas Eladio Venegas's TD Ameritrade Experience December 2014 - Present
Job Financial Services professional / MBA Candidate
Industry Banking
Experience
TD Ameritrade December 2014 - Present
TD Ameritrade October 2013 - December 2014
JPMorgan Chase March 2011 - October 2013
Integr8 Fuels September 2010 - February 2011
LPL Financial April 2007 - April 2009
Skills
Loans, Strategic Financial..., Financial Advisory, Mutual Funds, Financial Services, Finance, Investments, Uniform Combined State..., Series 7, Analysis, Securities, Wealth Management, Series 63, Portfolio Management, Banking, Retirement, Investment Advisory, Mortgage Lending, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Analysis, Investment Strategies, Series 6, Credit, Alternative Investments, Equities, Financial Planning, Fixed Income, Trading
Education
Point Loma Nazarene University 2013 — 2015
Master of Business Administration (MBA)
Universidad Complutense de Madrid 2005 — 2005
Spanish studies
San Diego State University-California State University 2002 — 2005
Bachelor of Science, Finance
Norwegian University of Life Sciences (UMB)
Masters in Business Administration
TD Ameritrade December 2014 - Present
TD Ameritrade October 2013 - December 2014
JPMorgan Chase March 2011 - October 2013
Integr8 Fuels September 2010 - February 2011
LPL Financial April 2007 - April 2009
Skills
Loans, Strategic Financial..., Financial Advisory, Mutual Funds, Financial Services, Finance, Investments, Uniform Combined State..., Series 7, Analysis, Securities, Wealth Management, Series 63, Portfolio Management, Banking, Retirement, Investment Advisory, Mortgage Lending, Retirement Planning, Asset Allocation, Asset Management, FINRA, Financial Analysis, Investment Strategies, Series 6, Credit, Alternative Investments, Equities, Financial Planning, Fixed Income, Trading
Education
Point Loma Nazarene University 2013 — 2015
Master of Business Administration (MBA)
Universidad Complutense de Madrid 2005 — 2005
Spanish studies
San Diego State University-California State University 2002 — 2005
Bachelor of Science, Finance
Norwegian University of Life Sciences (UMB)
Masters in Business Administration
Adam Pearl's TD Ameritrade Experience 2010 - 2013
Job Contract Management / Business Development / Sales
Industry Medical Devices
Experience
Sentient Medical July 2013 - Present
TD Ameritrade 2010 - 2013
Keller Williams Realty, Inc. June 2004 - September 2010
US Navy June 2000 - June 2004
Harley-Davidson Financial Services June 1998 - June 2000
Skills
Lean Six Sigma, Sales Management, Team Management, Business Process..., Sales, CRM, Business Strategy, Marketing Strategy, Sales Process, Direct Sales, Forecasting, Business Development, Leadership
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, A
University of Nevada-Reno 1997 — 1998
Bachelor's Degree, Computer/Information Technology Administration and Management, 3.7
Arizona State University 1990 — 1994
Business Administration and Management, General, 3.0
Sentient Medical July 2013 - Present
TD Ameritrade 2010 - 2013
Keller Williams Realty, Inc. June 2004 - September 2010
US Navy June 2000 - June 2004
Harley-Davidson Financial Services June 1998 - June 2000
Skills
Lean Six Sigma, Sales Management, Team Management, Business Process..., Sales, CRM, Business Strategy, Marketing Strategy, Sales Process, Direct Sales, Forecasting, Business Development, Leadership
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, A
University of Nevada-Reno 1997 — 1998
Bachelor's Degree, Computer/Information Technology Administration and Management, 3.7
Arizona State University 1990 — 1994
Business Administration and Management, General, 3.0
Brian Hague Brian Hague's TD Ameritrade Experience January 2013 - October 2014
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2013 - October 2014
RICOH at TD Ameritrade September 2008 - December 2013
Denver Public Schools February 2004 - October 2007
Skills
Mail Services, Library Tech 1, Security, Graphic Design, Ten Key, Microsoft Excel, Illustration, Check Handling, Office Support, Library Services, Data Entry
Education
Art Institute of Colorado 1991 — 1993
TD Ameritrade January 2013 - October 2014
RICOH at TD Ameritrade September 2008 - December 2013
Denver Public Schools February 2004 - October 2007
Skills
Mail Services, Library Tech 1, Security, Graphic Design, Ten Key, Microsoft Excel, Illustration, Check Handling, Office Support, Library Services, Data Entry
Education
Art Institute of Colorado 1991 — 1993
Kristy Sullivan's TD Ameritrade Experience December 2007 - Present
Job Learning and Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2007 - Present
Lowe's Home Improvement March 2002 - December 2007
Skills
Series 63, Series 7, Relationship Management, Retirement Planning, Coaching, Asset Allocation, Sales, Microsoft Word, PowerPoint, Mutual Funds, Team Leadership, Microsoft Office, Customer Service, Microsoft Excel, Financial Services, Team Building, Securities, Wealth Management, Investments, Public Speaking, Insurance, Series 24, FINRA, Leadership, Process Improvement
Education
American Broadcasting School-Arlington 2000 — 2001
degree, Radio Broadcasting
Texas Tech University 1996 — 1998
Associates, Elementary Education and Teaching
TD Ameritrade December 2007 - Present
Lowe's Home Improvement March 2002 - December 2007
Skills
Series 63, Series 7, Relationship Management, Retirement Planning, Coaching, Asset Allocation, Sales, Microsoft Word, PowerPoint, Mutual Funds, Team Leadership, Microsoft Office, Customer Service, Microsoft Excel, Financial Services, Team Building, Securities, Wealth Management, Investments, Public Speaking, Insurance, Series 24, FINRA, Leadership, Process Improvement
Education
American Broadcasting School-Arlington 2000 — 2001
degree, Radio Broadcasting
Texas Tech University 1996 — 1998
Associates, Elementary Education and Teaching
Bryan Nordin's TD Ameritrade Experience May 2008 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
Generational Equity, LLC. May 2006 - August 2007
Edward Jones December 2004 - May 2006
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investments, Securities, Investment Strategies, FINRA, ETFs, Series 65
Education
Arkansas Tech University 1997 — 2003
Bachelor of Business Administration (BBA), Economics and Finance
TD Ameritrade May 2008 - Present
Generational Equity, LLC. May 2006 - August 2007
Edward Jones December 2004 - May 2006
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investments, Securities, Investment Strategies, FINRA, ETFs, Series 65
Education
Arkansas Tech University 1997 — 2003
Bachelor of Business Administration (BBA), Economics and Finance
James Elizondo James Elizondo's TD Ameritrade Experience November 2013 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
YSO Capital Management, LLC October 2014 - June 2015
Wells Fargo April 2012 - May 2013
United States Army National Guard January 2005 - January 2010
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Financial Services, Wealth Management, Equities, Securities, Series 7, Risk Management
Education
CFA Institute 2014 — 2016
CFA Level II Candidate
Arizona State University
Bachelor's Degree, Economics
University of Guadalajara
TD Ameritrade November 2013 - Present
YSO Capital Management, LLC October 2014 - June 2015
Wells Fargo April 2012 - May 2013
United States Army National Guard January 2005 - January 2010
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Financial Services, Wealth Management, Equities, Securities, Series 7, Risk Management
Education
CFA Institute 2014 — 2016
CFA Level II Candidate
Arizona State University
Bachelor's Degree, Economics
University of Guadalajara
Sandi Raun's TD Ameritrade Experience April 2008 - Present
Job
Industry Financial Services
Experience
TD Ameritrade April 2008 - Present
Skills
Performance Management, Workforce Planning, Training, Workshop Facilitation, Staff Retention, Organization, Employee Relations, Talent Management, Succession Planning, Onboarding, Deferred Compensation, Talent Acquisition, Employee Engagement, HRIS, Employee Benefits, Compensation / Market..., Performance Culture..., Recruiting, Leadership Development, Personnel Management, HR Policies, Human Resources
Education
Angelo State University
Bachelor's Degree, Finance
The University of Dallas
MBA, Human Resource Management
TD Ameritrade April 2008 - Present
Skills
Performance Management, Workforce Planning, Training, Workshop Facilitation, Staff Retention, Organization, Employee Relations, Talent Management, Succession Planning, Onboarding, Deferred Compensation, Talent Acquisition, Employee Engagement, HRIS, Employee Benefits, Compensation / Market..., Performance Culture..., Recruiting, Leadership Development, Personnel Management, HR Policies, Human Resources
Education
Angelo State University
Bachelor's Degree, Finance
The University of Dallas
MBA, Human Resource Management
Jason Kothen's TD Ameritrade Experience September 2014 - Present
Job Finance
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
Bank of Texas October 2013 - August 2014
Foundation Financial Group August 2011 - October 2013
Verizon Wireless December 2010 - August 2011
Skills
Insurance, Credit, Recruiting, Loans, Banking, Team Building, Sales, Sales Management, Marketing Strategy, Mortgage Lending, Investments, Strategic Financial..., Coaching, Public Speaking, Microsoft Office, Management, PowerPoint, Leadership, Microsoft Excel, Time Management, Customer Service, Customer Satisfaction, Marketing, Business Development, Customer Retention, Team Leadership
Education
University at Buffalo 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Alfred State College - SUNY College of Technology 2005 — 2007
Associate of Science (A.S.), Sports Management
TD Ameritrade September 2014 - Present
Bank of Texas October 2013 - August 2014
Foundation Financial Group August 2011 - October 2013
Verizon Wireless December 2010 - August 2011
Skills
Insurance, Credit, Recruiting, Loans, Banking, Team Building, Sales, Sales Management, Marketing Strategy, Mortgage Lending, Investments, Strategic Financial..., Coaching, Public Speaking, Microsoft Office, Management, PowerPoint, Leadership, Microsoft Excel, Time Management, Customer Service, Customer Satisfaction, Marketing, Business Development, Customer Retention, Team Leadership
Education
University at Buffalo 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Alfred State College - SUNY College of Technology 2005 — 2007
Associate of Science (A.S.), Sports Management
Aide Saenz Aide Saenz's TD Ameritrade Experience March 2013 - May 2014
Job Payment services at TD Ameritrade
Industry Financial Services
Experience
AM Trust Financial Services August 2013 - Present
TD Ameritrade March 2013 - May 2014
Sprint November 1999 - March 2013
Skills
Series 7, Investments, Mutual Funds, Series 63, Wealth Management, Equities, Securities, Portfolio Management, Retirement Planning, Financial Services, Risk Management, Financial Planning, Fixed Income, Asset Allocation, Investment Advisory, Financial Analysis, Asset Management, Options, Retirement, Trading
Education
CET-El Paso 1987 — 1988
AM Trust Financial Services August 2013 - Present
TD Ameritrade March 2013 - May 2014
Sprint November 1999 - March 2013
Skills
Series 7, Investments, Mutual Funds, Series 63, Wealth Management, Equities, Securities, Portfolio Management, Retirement Planning, Financial Services, Risk Management, Financial Planning, Fixed Income, Asset Allocation, Investment Advisory, Financial Analysis, Asset Management, Options, Retirement, Trading
Education
CET-El Paso 1987 — 1988
Austin Gray Austin Gray's TD Ameritrade Experience December 2012 - Present
Job Amerivest Support Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
United States Army Reserve June 2007 - Present
Skills
Series 7, Financial Services, Options, Trading Systems, ETFs, Market Data, Salesforce.com, Bloomberg, Series 63, Asset Allocation, Investment Strategies, Risk Management, Portfolio Management, Fixed Income, Securities, Investment Advisory, Equity Trading, Client Services, Security Clearance, Trading
Education
Angelo State University 2006 — 2007
Biology, General
TD Ameritrade December 2012 - Present
United States Army Reserve June 2007 - Present
Skills
Series 7, Financial Services, Options, Trading Systems, ETFs, Market Data, Salesforce.com, Bloomberg, Series 63, Asset Allocation, Investment Strategies, Risk Management, Portfolio Management, Fixed Income, Securities, Investment Advisory, Equity Trading, Client Services, Security Clearance, Trading
Education
Angelo State University 2006 — 2007
Biology, General
Ryan Petry Ryan Petry's TD Ameritrade Experience November 2009 - May 2014
Job Branch Manager with Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
TD Ameritrade November 2009 - May 2014
Charles Schwab October 2006 - November 2009
SIMWEY Financial Group July 2005 - September 2006
Skills
Series 7, Series 24, Series 63, Uniform Combined State..., Series 6, Series 66, Series 4
Education
Arizona State University 2002 — 2004
Bachelor's degree, Agribusiness
University of Wisconsin-La Crosse 2000 — 2002
Scottrade May 2014 - Present
TD Ameritrade November 2009 - May 2014
Charles Schwab October 2006 - November 2009
SIMWEY Financial Group July 2005 - September 2006
Skills
Series 7, Series 24, Series 63, Uniform Combined State..., Series 6, Series 66, Series 4
Education
Arizona State University 2002 — 2004
Bachelor's degree, Agribusiness
University of Wisconsin-La Crosse 2000 — 2002
Heather Charlton Heather Charlton's TD Ameritrade Experience September 2007 - January 2008
Job Senior Associate at JTaylor (J. Taylor & Associates, LLC)
Industry Accounting
Experience
JTaylor (J. Taylor & Associates, LLC) January 2015 - Present
J. Taylor & Associates, LLC June 2012 - December 2014
J. Taylor & Associates, LLC June 2010 - May 2012
Family Nutrition Center January 2008 - July 2010
TD Ameritrade September 2007 - January 2008
Skills
Conversational Spanish, Microsoft Word, Microsoft Excel, QuickBooks, Computer Proficiency, Accounting, Accounts Payable, Customer Service, Financial Analysis, Outlook, Purchasing, Microsoft Office, Tax, Tax Preparation, Financial Statements, Financial Reporting, Bookkeeping
Education
The University of Texas at Arlington 2010 — 2012
MPA, Accounting
Southwestern Adventist University 2000 — 2005
BBA, International Business, Cum Laude
Universidad Adventista del Plata 2002 — 2003
Minor, Spanish
JTaylor (J. Taylor & Associates, LLC) January 2015 - Present
J. Taylor & Associates, LLC June 2012 - December 2014
J. Taylor & Associates, LLC June 2010 - May 2012
Family Nutrition Center January 2008 - July 2010
TD Ameritrade September 2007 - January 2008
Skills
Conversational Spanish, Microsoft Word, Microsoft Excel, QuickBooks, Computer Proficiency, Accounting, Accounts Payable, Customer Service, Financial Analysis, Outlook, Purchasing, Microsoft Office, Tax, Tax Preparation, Financial Statements, Financial Reporting, Bookkeeping
Education
The University of Texas at Arlington 2010 — 2012
MPA, Accounting
Southwestern Adventist University 2000 — 2005
BBA, International Business, Cum Laude
Universidad Adventista del Plata 2002 — 2003
Minor, Spanish
Nereida Rodiguez's TD Ameritrade Experience July 2009 - August 2010
Job Independent Consultant at Arbonne International LLC
Industry Hospital & Health Care
Experience
Arbonne International LLC July 2015 - Present
Towers Watson June 2011 - September 2014
TD Ameritrade July 2009 - August 2010
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Defined Benefit, HRIS, Incentive Programs, Talent Management, Pension Administration, Microsoft Office
Education
Academy of Art University 2010 — 2015
Bachelor of Fine Arts (BFA), Interior Architecture and Design, Senior
Will C. Crawford High School 1999 — 2002
High School Diploma, High School Education
Arbonne International LLC July 2015 - Present
Towers Watson June 2011 - September 2014
TD Ameritrade July 2009 - August 2010
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Defined Benefit, HRIS, Incentive Programs, Talent Management, Pension Administration, Microsoft Office
Education
Academy of Art University 2010 — 2015
Bachelor of Fine Arts (BFA), Interior Architecture and Design, Senior
Will C. Crawford High School 1999 — 2002
High School Diploma, High School Education
Markie Baker Markie Baker's TD Ameritrade Experience January 2015 - Present
Job .
Industry International Affairs
Experience
TD Ameritrade January 2015 - Present
Bass Tool & Supply October 2012 - August 2014
PayPal September 2011 - June 2012
Champions Run Country Club May 2007 - July 2011
University of Nebraska-Lincoln Love Library February 2007 - April 2011
Private Employer June 2010 - July 2010
Red Robin August 2005 - August 2006
Skills
Japanese, English, Photoshop, Facebook, Layout, Google Chrome, Japanese Culture, Management, HTML, Corel Ventura, Page layout, Firefox, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, Event Management, Japanese Fashion, Google Docs, Web Design, Editing, Social Media Marketing, Event Planning, Leadership, Public Speaking
Education
University of Nebraska-Lincoln 2006 — 2011
BA, International Studies
札幌大学 / Sapporo University 2010 — 2010
Study Abroad, Japanese Studies
TD Ameritrade January 2015 - Present
Bass Tool & Supply October 2012 - August 2014
PayPal September 2011 - June 2012
Champions Run Country Club May 2007 - July 2011
University of Nebraska-Lincoln Love Library February 2007 - April 2011
Private Employer June 2010 - July 2010
Red Robin August 2005 - August 2006
Skills
Japanese, English, Photoshop, Facebook, Layout, Google Chrome, Japanese Culture, Management, HTML, Corel Ventura, Page layout, Firefox, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, Event Management, Japanese Fashion, Google Docs, Web Design, Editing, Social Media Marketing, Event Planning, Leadership, Public Speaking
Education
University of Nebraska-Lincoln 2006 — 2011
BA, International Studies
札幌大学 / Sapporo University 2010 — 2010
Study Abroad, Japanese Studies
Jacob Christian Jacob Christian's TD Ameritrade Experience June 2006 - March 2007
Job Chaplain at Wheaton Franciscan Healthcare
Industry Religious Institutions
Experience
Wheaton Franciscan Healthcare August 2014 - Present
Alegent Creighton Health August 2013 - August 2014
StoneBridge Christian Church 2007 - June 2013
TD Ameritrade June 2006 - March 2007
Cincinnati Christian University January 2002 - May 2006
Skills
Teaching, Training, Lesson Planning, Pastoral Care, Customer Service, Volunteer Management, Volunteer Recruiting, Volunteer Training, Event Planning, Biblical Studies, Microsoft Office, Missions, Leadership, Family Therapy, Theology
Education
Cincinnati Christian University 2001 — 2006
Master of Divinity (M.Div.), Biblical Studies
Cincinnati Christian University 2001 — 2006
Master of Arts (M.A.), New Testament
Nebraska Christian College 1996 — 2000
Bachelor of Arts (B.A.), Christian Education, Graduated Magna Cum Laude and Recipient of Dean's Cup (Valedictorian)
Wheaton Franciscan Healthcare August 2014 - Present
Alegent Creighton Health August 2013 - August 2014
StoneBridge Christian Church 2007 - June 2013
TD Ameritrade June 2006 - March 2007
Cincinnati Christian University January 2002 - May 2006
Skills
Teaching, Training, Lesson Planning, Pastoral Care, Customer Service, Volunteer Management, Volunteer Recruiting, Volunteer Training, Event Planning, Biblical Studies, Microsoft Office, Missions, Leadership, Family Therapy, Theology
Education
Cincinnati Christian University 2001 — 2006
Master of Divinity (M.Div.), Biblical Studies
Cincinnati Christian University 2001 — 2006
Master of Arts (M.A.), New Testament
Nebraska Christian College 1996 — 2000
Bachelor of Arts (B.A.), Christian Education, Graduated Magna Cum Laude and Recipient of Dean's Cup (Valedictorian)
Hunter Archibald Hunter Archibald's TD Ameritrade Experience August 2015 - Present
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2015 - Present
TD Ameritrade December 2014 - August 2015
TD Ameritrade October 2013 - December 2014
US Army June 2008 - October 2013
Slick Willie's Family Pool Hall January 2006 - May 2008
Skills
Army, Leadership, Operational Planning, Military, Social Skills, Tactics, Management, Critical Thinking, Counterterrorism, Work Ethic, Hands-on Training, Force Protection, Counterinsurgency, Microsoft Excel, Highly personable, Outlook, Equity Trading, Futures Trading, Options, Trading Strategies, Problem Solving, Series 7, Series 63, Expert Infantryman, Multi Tasking, Sports Enthusiast, Interpersonal Skill, Bomgar, Microsoft Word, Index Options, thinkorswim, Cigars, Technical Support, Technology, Series 66, Sales, Customer Service, Investments
Education
American Public University System 2010 — 2012
Associate of Arts (A.A.), Business Administration
The University of Texas at San Antonio 2002 — 2003
Business
TD Ameritrade August 2015 - Present
TD Ameritrade December 2014 - August 2015
TD Ameritrade October 2013 - December 2014
US Army June 2008 - October 2013
Slick Willie's Family Pool Hall January 2006 - May 2008
Skills
Army, Leadership, Operational Planning, Military, Social Skills, Tactics, Management, Critical Thinking, Counterterrorism, Work Ethic, Hands-on Training, Force Protection, Counterinsurgency, Microsoft Excel, Highly personable, Outlook, Equity Trading, Futures Trading, Options, Trading Strategies, Problem Solving, Series 7, Series 63, Expert Infantryman, Multi Tasking, Sports Enthusiast, Interpersonal Skill, Bomgar, Microsoft Word, Index Options, thinkorswim, Cigars, Technical Support, Technology, Series 66, Sales, Customer Service, Investments
Education
American Public University System 2010 — 2012
Associate of Arts (A.A.), Business Administration
The University of Texas at San Antonio 2002 — 2003
Business
Zoe Youmans Zoe Youmans's TD Ameritrade Experience December 2009 - Present
Job Senior Relationship Manager, Investor Relations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2009 - Present
LPL Financial, Stratos Wealth Partners July 2009 - December 2009
Sagemark Consulting with Lincoln Financial January 2009 - July 2009
Skills
Salesforce.com, Microsoft Office, Franklin Covey, PowerPoint, Relationship Management, Customer Service, Telecommunications, Telephone Skills, OneNote, Communication, Community Outreach, Sales, CRM, Event Management, Event Planning, Financial Services, Team Building, Social Media, Public Relations, Marketing Strategy, Leadership, 401k, Management
Education
California State University-Sacramento 2006 — 2008
BA BS, Business Administration- HR & Organizational Behavior
American River College 2004 — 2005
AA, Business Administration & Communications
Oak Ridge
TD Ameritrade December 2009 - Present
LPL Financial, Stratos Wealth Partners July 2009 - December 2009
Sagemark Consulting with Lincoln Financial January 2009 - July 2009
Skills
Salesforce.com, Microsoft Office, Franklin Covey, PowerPoint, Relationship Management, Customer Service, Telecommunications, Telephone Skills, OneNote, Communication, Community Outreach, Sales, CRM, Event Management, Event Planning, Financial Services, Team Building, Social Media, Public Relations, Marketing Strategy, Leadership, 401k, Management
Education
California State University-Sacramento 2006 — 2008
BA BS, Business Administration- HR & Organizational Behavior
American River College 2004 — 2005
AA, Business Administration & Communications
Oak Ridge
Danny Thorpe's TD Ameritrade Experience May 2009 - Present
Job Data Center Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2009 - Present
RadioShack 1998 - 2007
United States Marine Corps November 1989 - November 1993
Skills
Cisco Technologies, Troubleshooting, IBM Servers, Cabling, Switches, Routers, HP, Data Center, TCP/IP, LAN-WAN, Visio
Education
Angelo State University 1988 — 1989
General Studies
TD Ameritrade May 2009 - Present
RadioShack 1998 - 2007
United States Marine Corps November 1989 - November 1993
Skills
Cisco Technologies, Troubleshooting, IBM Servers, Cabling, Switches, Routers, HP, Data Center, TCP/IP, LAN-WAN, Visio
Education
Angelo State University 1988 — 1989
General Studies
Christopher Reamer Christopher Reamer's TD Ameritrade Experience September 2006 - July 2010
Job Director of Information Systems at West Corporation
Industry Information Technology and Services
Experience
West Corporation November 2014 - Present
JP Morgan Chase January 2011 - November 2014
First Data Corporation July 2010 - January 2011
TD Ameritrade September 2006 - July 2010
First Data Corporation February 2000 - September 2006
Wyeth 1996 - 2000
NuCar Chevrolet January 1990 - February 1996
Skills
Project Planning, Software Quality..., Technology Needs..., Vendor Management, Program Management, Business Analysis, Agile Methodologies, Feasibility Studies, Quality Assurance, Service Design, Requirements Analysis, Regression Testing, Software Documentation, SDLC, Unix, Process Improvement, PMO, SharePoint, Requirements Gathering, Testing, Quality Center, Business Process..., Risk Management, Resource Management, Software Project..., Data Warehousing, System Testing, Manual Testing, Agile Project Management, Waterfall, Project Management, SQL, Integration, PMP, User Acceptance Testing, Strategic Planning, Visio, Management, Performance Testing, Test Management, Leadership, MS Project, Business Requirements, Project Portfolio..., Test Planning, Software Development, Test Automation, Agile Testing, Payment Systems, IT Management
Education
Art Institute of Pittsburgh 2007 — 2009
Graphic design
Art Institute of Philadelphia 1992 — 1996
Visual Communication
West Corporation November 2014 - Present
JP Morgan Chase January 2011 - November 2014
First Data Corporation July 2010 - January 2011
TD Ameritrade September 2006 - July 2010
First Data Corporation February 2000 - September 2006
Wyeth 1996 - 2000
NuCar Chevrolet January 1990 - February 1996
Skills
Project Planning, Software Quality..., Technology Needs..., Vendor Management, Program Management, Business Analysis, Agile Methodologies, Feasibility Studies, Quality Assurance, Service Design, Requirements Analysis, Regression Testing, Software Documentation, SDLC, Unix, Process Improvement, PMO, SharePoint, Requirements Gathering, Testing, Quality Center, Business Process..., Risk Management, Resource Management, Software Project..., Data Warehousing, System Testing, Manual Testing, Agile Project Management, Waterfall, Project Management, SQL, Integration, PMP, User Acceptance Testing, Strategic Planning, Visio, Management, Performance Testing, Test Management, Leadership, MS Project, Business Requirements, Project Portfolio..., Test Planning, Software Development, Test Automation, Agile Testing, Payment Systems, IT Management
Education
Art Institute of Pittsburgh 2007 — 2009
Graphic design
Art Institute of Philadelphia 1992 — 1996
Visual Communication
Karma Basnyat's TD Ameritrade Experience March 2006 - April 2007
Job Financial Analyst at West Corporation
Industry Accounting
Experience
West Corporation June 2015 - Present
First Data Corporation April 2007 - December 2014
TD Ameritrade March 2006 - April 2007
CSG International October 2003 - December 2005
Skills
Microsoft Office with..., ODBC, CABS, Digital..., Variance Analysis, Account Reconciliation, General Ledger, Finance, Accounting, Accruals, Journal Entries, Financial Forecasting, Invoicing, Payroll, Microsoft Access, Microsoft Excel, Management, Microsoft Word, Access, Sarbanes-Oxley Act, Auditing, Accounts Payable, Process Improvement, Business Analysis, Leadership
Education
Bellevue University 1994 — 1998
Bachelor of Arts (B.A.), Accounting
Sherubtse College
Sherubtse College
West Corporation June 2015 - Present
First Data Corporation April 2007 - December 2014
TD Ameritrade March 2006 - April 2007
CSG International October 2003 - December 2005
Skills
Microsoft Office with..., ODBC, CABS, Digital..., Variance Analysis, Account Reconciliation, General Ledger, Finance, Accounting, Accruals, Journal Entries, Financial Forecasting, Invoicing, Payroll, Microsoft Access, Microsoft Excel, Management, Microsoft Word, Access, Sarbanes-Oxley Act, Auditing, Accounts Payable, Process Improvement, Business Analysis, Leadership
Education
Bellevue University 1994 — 1998
Bachelor of Arts (B.A.), Accounting
Sherubtse College
Sherubtse College
Ganesh Babu Ganesh Babu's TD Ameritrade Experience August 2014 - Present
Job DBA,Big data analyst,Data science&Business intelligenceDatawarehouse Professional (Teradata Certified Master)
Industry Information Technology and Services
Experience
TD Ameritrade August 2014 - Present
Union Pacific 2005 - August 2014
Orbitz Worldwide June 2004 - February 2005
Skills
Teradata, Oracle, Business Intelligence, Databases, SQL, datawarehouse, Kimball methodologies, Big Data, Hadoop, Informatica, Obiee, Data Analytics, SDLC, Agile Methodologies, Requirements Analysis, SOA, Enterprise Architecture, Software Project..., PL/SQL, Unix, Web Services, Business Analysis, Java Enterprise Edition, Microsoft SQL Server, Integration, Java, Solution Architecture, ETL, Software Development, Management, Data Modeling, Scrum, Shell Scripting, Visio, Performance Tuning, Requirements Gathering, Database Design, XML, Database Administration, Data Integration, Linux, Agile Project Management, Data Migration, IT Strategy
Education
Andhra University 1993 — 1996
Master of Computer Applications, Computer Science
Hortonworks university
Certificate of completion, HDP Analyst HBase Essentials, HDP Apache Pig and Hive & Introduction to Hadoop and Big Data
Teradata
Teradata Certified Master, Data Modeling/Warehousing and Database Administration
TD Ameritrade August 2014 - Present
Union Pacific 2005 - August 2014
Orbitz Worldwide June 2004 - February 2005
Skills
Teradata, Oracle, Business Intelligence, Databases, SQL, datawarehouse, Kimball methodologies, Big Data, Hadoop, Informatica, Obiee, Data Analytics, SDLC, Agile Methodologies, Requirements Analysis, SOA, Enterprise Architecture, Software Project..., PL/SQL, Unix, Web Services, Business Analysis, Java Enterprise Edition, Microsoft SQL Server, Integration, Java, Solution Architecture, ETL, Software Development, Management, Data Modeling, Scrum, Shell Scripting, Visio, Performance Tuning, Requirements Gathering, Database Design, XML, Database Administration, Data Integration, Linux, Agile Project Management, Data Migration, IT Strategy
Education
Andhra University 1993 — 1996
Master of Computer Applications, Computer Science
Hortonworks university
Certificate of completion, HDP Analyst HBase Essentials, HDP Apache Pig and Hive & Introduction to Hadoop and Big Data
Teradata
Teradata Certified Master, Data Modeling/Warehousing and Database Administration
Dana (Cronin) Slade Dana (Cronin) Slade's TD Ameritrade Experience January 2015 - January 2015
Job *
Industry Information Technology and Services
Experience
TD Ameritrade January 2015 - January 2015
Diligent Board Member Services February 2010 - June 2014
U.S. House of Representatives January 2009 - April 2009
Avotus June 2006 - September 2007
Skills
Microsoft Office, SaaS, Customer Service, Customer Relations, Account Management, Salesforce.com, Project Management, Business Development, New Business Development, Training, Management, Sales, Solution Selling, Direct Sales, Sales Process, CRM
Education
Hartwick College 2005 — 2009
Bachelors of Arts, Political Science
American University 2009 — 2009
American Politics
Chatham High School 2001 — 2005
TD Ameritrade January 2015 - January 2015
Diligent Board Member Services February 2010 - June 2014
U.S. House of Representatives January 2009 - April 2009
Avotus June 2006 - September 2007
Skills
Microsoft Office, SaaS, Customer Service, Customer Relations, Account Management, Salesforce.com, Project Management, Business Development, New Business Development, Training, Management, Sales, Solution Selling, Direct Sales, Sales Process, CRM
Education
Hartwick College 2005 — 2009
Bachelors of Arts, Political Science
American University 2009 — 2009
American Politics
Chatham High School 2001 — 2005
Ramya Vijayakumarpandian Ramya Vijayakumarpandian's TD Ameritrade Experience May 2012 - November 2013
Job Test Lead at Nomura
Industry Information Technology and Services
Experience
Nomura June 2015 - Present
Thomson Reuters August 2014 - June 2015
NYSE Euronext November 2013 - August 2014
TD Ameritrade May 2012 - November 2013
Bank of New York Mellon September 2006 - January 2012
iNautix Technologies, a BNY Mellon company 2006 - 2010
Skills
SDLC, PL/SQL, Requirements Analysis, SQL, Oracle, Unix, Requirements Gathering, Unix Shell Scripting, Quality Assurance, Sybase, Spring, Mainframe, Perl Automation, Shell Scripting
Education
Anna University 2002 — 2006
Bachelor's of Technology, Information Technology
Kendriya Vidyalaya 1990 — 2000
High School
Nomura June 2015 - Present
Thomson Reuters August 2014 - June 2015
NYSE Euronext November 2013 - August 2014
TD Ameritrade May 2012 - November 2013
Bank of New York Mellon September 2006 - January 2012
iNautix Technologies, a BNY Mellon company 2006 - 2010
Skills
SDLC, PL/SQL, Requirements Analysis, SQL, Oracle, Unix, Requirements Gathering, Unix Shell Scripting, Quality Assurance, Sybase, Spring, Mainframe, Perl Automation, Shell Scripting
Education
Anna University 2002 — 2006
Bachelor's of Technology, Information Technology
Kendriya Vidyalaya 1990 — 2000
High School
Humphrey Gadabu Humphrey Gadabu's TD Ameritrade Experience January 2005 - December 2006
Job Owner, Munga Wa Tsanja
Industry Farming
Experience
Munga Wa Tsanja January 2006 - Present
TD Ameritrade January 2005 - December 2006
Creighton University January 2001 - December 2004
University of Nebraska-Lincoln January 1998 - December 2000
Skills
Agriculture, Farms, Horticulture, Agribusiness, Agronomy, Strategic Planning, Irrigation, Sustainable Agriculture, Customer Service, Organic Farming, Sales Presentations, Sales Management, Retail Sales, Retail Marketing, Teaching, Leadership, International Relations, Financial Analysis, Management, Change Management, System Administration, Team Leadership, Research, Negotiation, Training, Organizational..., Coaching, Public Speaking
Education
Wayne State College 1995 — 1997
Master of Business Administration (M.B.A.) (Credit), Marketing /Human Resource Management
Nebraska Christian College 1990 — 1995
Bachelor of Arts (B.A.), Education
Munga Wa Tsanja January 2006 - Present
TD Ameritrade January 2005 - December 2006
Creighton University January 2001 - December 2004
University of Nebraska-Lincoln January 1998 - December 2000
Skills
Agriculture, Farms, Horticulture, Agribusiness, Agronomy, Strategic Planning, Irrigation, Sustainable Agriculture, Customer Service, Organic Farming, Sales Presentations, Sales Management, Retail Sales, Retail Marketing, Teaching, Leadership, International Relations, Financial Analysis, Management, Change Management, System Administration, Team Leadership, Research, Negotiation, Training, Organizational..., Coaching, Public Speaking
Education
Wayne State College 1995 — 1997
Master of Business Administration (M.B.A.) (Credit), Marketing /Human Resource Management
Nebraska Christian College 1990 — 1995
Bachelor of Arts (B.A.), Education
John Melstrom Jr John Melstrom Jr's TD Ameritrade Experience May 2008 - May 2010
Job Founder at SroundMe, LLC
Industry Computer Software
Experience
SroundMe, LLC May 2014 - Present
AOT LLC July 2007 - Present
TD Ameritrade May 2008 - May 2010
AIG Retirement Services December 2005 - May 2008
Tamaroff Automotive Group June 2004 - August 2005
Morgan Stanley October 2002 - March 2004
Seltech, LLC August 1994 - September 2002
Skills
Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Online Advertising, Account Management, Project Management, Sales Management, Negotiation, Social Media, Product Development, Lead Generation, Start-ups, Digital Marketing, Business Development, Management, Business Planning, Entrepreneurship, Leadership, Sales, Finance, Strategic Partnerships, Investments, Strategy, Product Marketing, E-commerce, Marketing, B2B, SaaS, Sales Process, Solution Selling
Education
Sierra Nevada College 1992 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Arizona State University
Brother Rice High School
SroundMe, LLC May 2014 - Present
AOT LLC July 2007 - Present
TD Ameritrade May 2008 - May 2010
AIG Retirement Services December 2005 - May 2008
Tamaroff Automotive Group June 2004 - August 2005
Morgan Stanley October 2002 - March 2004
Seltech, LLC August 1994 - September 2002
Skills
Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Online Advertising, Account Management, Project Management, Sales Management, Negotiation, Social Media, Product Development, Lead Generation, Start-ups, Digital Marketing, Business Development, Management, Business Planning, Entrepreneurship, Leadership, Sales, Finance, Strategic Partnerships, Investments, Strategy, Product Marketing, E-commerce, Marketing, B2B, SaaS, Sales Process, Solution Selling
Education
Sierra Nevada College 1992 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Arizona State University
Brother Rice High School
Charles Carroll Charles Carroll's TD Ameritrade Experience March 2010 - Present
Job Director, Bank Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2010 - Present
TD Bank Group November 2009 - March 2010
TD Bank Group May 2006 - October 2009
Skills
Sales Management, Strategic Planning, Goal Oriented, Series 24, Series 63, Series 7, ETFs, Mutual Funds, FINRA, Wealth Management, Investment Advisory, Options, Retail Banking, Securities, Financial Services, Asset Allocation, Fixed Income, Loans, Banking, Investments, Relationship Management, Financial Advisory, Equities, Retirement Planning, Communication, Building Relationships, Team Building, Cross-functional..., Leadership, Team Leadership, Situational Leadership, Compliance, Commercial Banking, Goal-driven leader, Training Delivery, Workshop Facilitation, Solution Focused, Collaboration, Change Management, Strategic Financial..., Series 65, Investment Strategies, Bonds, Asset Management, Trading
Education
Manchester Community College 1999 — 2000
AS, Financial Planning Certificate Program
American International College 1985 — 1990
BS, Marketing
TD Ameritrade March 2010 - Present
TD Bank Group November 2009 - March 2010
TD Bank Group May 2006 - October 2009
Skills
Sales Management, Strategic Planning, Goal Oriented, Series 24, Series 63, Series 7, ETFs, Mutual Funds, FINRA, Wealth Management, Investment Advisory, Options, Retail Banking, Securities, Financial Services, Asset Allocation, Fixed Income, Loans, Banking, Investments, Relationship Management, Financial Advisory, Equities, Retirement Planning, Communication, Building Relationships, Team Building, Cross-functional..., Leadership, Team Leadership, Situational Leadership, Compliance, Commercial Banking, Goal-driven leader, Training Delivery, Workshop Facilitation, Solution Focused, Collaboration, Change Management, Strategic Financial..., Series 65, Investment Strategies, Bonds, Asset Management, Trading
Education
Manchester Community College 1999 — 2000
AS, Financial Planning Certificate Program
American International College 1985 — 1990
BS, Marketing
Horace Nelson Horace Nelson's TD Ameritrade Experience August 2005 - September 2006
Job Senior Technologist, consulting on fullstack engineering and ad tech.
Industry Internet
Experience
Bloomberg LP August 2015 - Present
1337 Industries August 2015 - Present
Adprime Media August 2013 - July 2015
Viacom Media Networks September 2006 - August 2013
TD Ameritrade August 2005 - September 2006
The Levy Economics Institute July 2003 - July 2005
Freelance September 2002 - July 2003
STL Technology Partners March 2002 - September 2002
ContractQuest Corp/Veracicom Inc January 1999 - April 2001
US Army July 1995 - July 1998
Skills
HTML 5, JavaScript, jQuery, PHP, Web Analytics, Omniture, comScore, Adobe Digital Marketing..., CSS, Node.js, MongoDB, DMP, Digital Analytics, DoubleClick for..., Online Advertising, MySQL, Quantcast, Nielsen, Adobe AudienceManager, ActionScript, CSS3, XSLT, Facebook API, iOS, Android, Express.js, Lotame, Scrum, HTML5, Web Development, Agile Methodologies, Digital Marketing, Digital Media, Analytics, Google Analytics, Web Applications, CMS, Digital Strategy
Education
State University of New York at Ulster 2002 — 2003
Computer Science
Art Institute of Pittsburgh 1994 — 1995
Computer Animation/ Multimedia
Bloomberg LP August 2015 - Present
1337 Industries August 2015 - Present
Adprime Media August 2013 - July 2015
Viacom Media Networks September 2006 - August 2013
TD Ameritrade August 2005 - September 2006
The Levy Economics Institute July 2003 - July 2005
Freelance September 2002 - July 2003
STL Technology Partners March 2002 - September 2002
ContractQuest Corp/Veracicom Inc January 1999 - April 2001
US Army July 1995 - July 1998
Skills
HTML 5, JavaScript, jQuery, PHP, Web Analytics, Omniture, comScore, Adobe Digital Marketing..., CSS, Node.js, MongoDB, DMP, Digital Analytics, DoubleClick for..., Online Advertising, MySQL, Quantcast, Nielsen, Adobe AudienceManager, ActionScript, CSS3, XSLT, Facebook API, iOS, Android, Express.js, Lotame, Scrum, HTML5, Web Development, Agile Methodologies, Digital Marketing, Digital Media, Analytics, Google Analytics, Web Applications, CMS, Digital Strategy
Education
State University of New York at Ulster 2002 — 2003
Computer Science
Art Institute of Pittsburgh 1994 — 1995
Computer Animation/ Multimedia
Josh Burton's TD Ameritrade Experience August 2014 - July 2015
Job Lead Mobile Design Unicorn @TripAdvisor
Industry Design
Experience
TripAdvisor July 2015 - Present
TD Ameritrade August 2014 - July 2015
JPMorgan Chase December 2013 - August 2014
JP Morgan Chase April 2011 - May 2013
Blue Diesel October 2010 - February 2011
UnitedHealth Group May 2010 - October 2010
Prudential Financial October 2009 - April 2010
B&H Photo Video November 2007 - 2009
Global - The Total Office January 2004 - October 2007
Bloomberg June 2001 - September 2002
Skills
User Experience, Adobe Creative Suite, Creative Direction, Interaction Design, Art Direction, User Interface Design, InDesign, Information Architecture, Graphic Design, Typography, User Interface, Illustrator, Flash, Advertising, Layout, CSS, Web Design, Photoshop, Multimedia, SEO, Wireframes, Responsive Design, HTML 5, Mac, HTML5, Mobile Prototyping, UI Animation
Education
Art Institute of Philadelphia 1999 — 2001
BS, Multimedia Web Design
Community College of Philadelphia 1997 — 1999
Photography
TripAdvisor July 2015 - Present
TD Ameritrade August 2014 - July 2015
JPMorgan Chase December 2013 - August 2014
JP Morgan Chase April 2011 - May 2013
Blue Diesel October 2010 - February 2011
UnitedHealth Group May 2010 - October 2010
Prudential Financial October 2009 - April 2010
B&H Photo Video November 2007 - 2009
Global - The Total Office January 2004 - October 2007
Bloomberg June 2001 - September 2002
Skills
User Experience, Adobe Creative Suite, Creative Direction, Interaction Design, Art Direction, User Interface Design, InDesign, Information Architecture, Graphic Design, Typography, User Interface, Illustrator, Flash, Advertising, Layout, CSS, Web Design, Photoshop, Multimedia, SEO, Wireframes, Responsive Design, HTML 5, Mac, HTML5, Mobile Prototyping, UI Animation
Education
Art Institute of Philadelphia 1999 — 2001
BS, Multimedia Web Design
Community College of Philadelphia 1997 — 1999
Photography
Martin Howard, MBA Martin Howard, MBA's TD Ameritrade Experience June 2013 - Present
Job Tech Support at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
TD Ameritrade June 2013 - June 2013
TD Ameritrade March 2013 - May 2013
Consolidated Kitchens and Fireplaces September 2011 - March 2013
West Corporation March 2011 - September 2011
U.S. Army June 2007 - June 2010
Farmers Insurance & Financial Services November 2006 - June 2007
Union Pacific Railroad January 2004 - October 2006
Nebraska Book Company January 2000 - September 2003
US Army March 1994 - March 1998
Skills
Supervisory Skills, Purchasing, Customer Service, Excel, Outlook, Microsoft Office, Problem Solving, Process Improvement, Troubleshooting, Strategic Planning, Word, Inventory Management, Operations Management, PowerPoint, Public Speaking, Administration, Research, Customer Relations, Team Leadership, Analysis, Scheduling, Coaching, Documentation, Computer Hardware, Data Analysis, Project Coordination, Operating Systems, Insurance, Customer Satisfaction, Budgeting, Negotiation, Business Analysis, Compliance, Program Management, Policy, Project Planning, Leadership Development, Team Management, Event Planning, Security, Six Sigma, Social Media, MBA, Windows 7, Transportation/Logistics..., Creative Writing, Technical Writing, Published Author, Marketing, Book Sales
Education
Aspen University 2012 — 2013
Master of Business Administration (MBA), MBA, A
Doane College 1998 — 2002
BS, Information Systems Management, B+
TD Ameritrade June 2013 - Present
TD Ameritrade June 2013 - June 2013
TD Ameritrade March 2013 - May 2013
Consolidated Kitchens and Fireplaces September 2011 - March 2013
West Corporation March 2011 - September 2011
U.S. Army June 2007 - June 2010
Farmers Insurance & Financial Services November 2006 - June 2007
Union Pacific Railroad January 2004 - October 2006
Nebraska Book Company January 2000 - September 2003
US Army March 1994 - March 1998
Skills
Supervisory Skills, Purchasing, Customer Service, Excel, Outlook, Microsoft Office, Problem Solving, Process Improvement, Troubleshooting, Strategic Planning, Word, Inventory Management, Operations Management, PowerPoint, Public Speaking, Administration, Research, Customer Relations, Team Leadership, Analysis, Scheduling, Coaching, Documentation, Computer Hardware, Data Analysis, Project Coordination, Operating Systems, Insurance, Customer Satisfaction, Budgeting, Negotiation, Business Analysis, Compliance, Program Management, Policy, Project Planning, Leadership Development, Team Management, Event Planning, Security, Six Sigma, Social Media, MBA, Windows 7, Transportation/Logistics..., Creative Writing, Technical Writing, Published Author, Marketing, Book Sales
Education
Aspen University 2012 — 2013
Master of Business Administration (MBA), MBA, A
Doane College 1998 — 2002
BS, Information Systems Management, B+
Rosalie Carlson Rosalie Carlson's TD Ameritrade Experience October 2006 - September 2008
Job County Executive Director at USDA Farm Service Agency
Industry Farming
Experience
USDA Farm Service Agency February 2010 - Present
USDA-FSA 2008 - Present
TD Ameritrade October 2006 - September 2008
Concerned, Inc September 2000 - December 2006
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Management, Leadership
Education
Graceland University 2000 — 2003
Bachelor's degree, Business Administration
AIB College of Business 1971 — 1973
Associate's degree, Business Administration
AIB College of Business
Associate's degree, Business Administration
USDA Farm Service Agency February 2010 - Present
USDA-FSA 2008 - Present
TD Ameritrade October 2006 - September 2008
Concerned, Inc September 2000 - December 2006
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Management, Leadership
Education
Graceland University 2000 — 2003
Bachelor's degree, Business Administration
AIB College of Business 1971 — 1973
Associate's degree, Business Administration
AIB College of Business
Associate's degree, Business Administration
JP Somerville JP Somerville's TD Ameritrade Experience October 2004 - September 2005
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services February 2008 - Present
Union Bank October 2005 - February 2008
TD Ameritrade October 2004 - September 2005
Charles Schwab October 2000 - September 2004
Skills
Portfolio Management, Wealth Management, Mutual Funds, Relationship Management, Series 7, Investments, Banking, Financial Services, Series 63, Equities, Credit, Fixed Income, Securities, Retirement Planning, Investment Advisory
Education
Arizona State University 1995 — 2000
Bachelor's degree, International Business
Charles Schwab Advisor Services February 2008 - Present
Union Bank October 2005 - February 2008
TD Ameritrade October 2004 - September 2005
Charles Schwab October 2000 - September 2004
Skills
Portfolio Management, Wealth Management, Mutual Funds, Relationship Management, Series 7, Investments, Banking, Financial Services, Series 63, Equities, Credit, Fixed Income, Securities, Retirement Planning, Investment Advisory
Education
Arizona State University 1995 — 2000
Bachelor's degree, International Business
Marco De Freitas Marco De Freitas's TD Ameritrade Experience December 2012 - Present
Job Managing Director at TD Ameritrade, Head of Retail Products
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
TD Ameritrade September 2011 - January 2013
TD Ameritrade June 2009 - August 2011
McKinsey & Company June 2001 - May 2009
The Boston Consulting Group January 1998 - July 1999
Arthur D. Little August 1996 - December 1997
Alcoa January 1993 - July 1996
Skills
Strategy, Cross-functional Team..., Management, Business Strategy, Leadership, Management Consulting, Banking, Marketing Strategy, Analytics, Mergers & Acquisitions, Fixed Income, Competitive Analysis, Strategic Planning, Product Marketing, Financial Analysis, Customer Experience, Segmentation, Business Planning, Program Management, Investments, Process Improvement, Wealth Management, Product Management, Product Development
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Pennsylvania - The Lauder Institute 1999 — 2001
MA, International Studies
Escola Politécnica da USP 1990 — 1994
B Sc, Electrical Engineering
TD Ameritrade December 2012 - Present
TD Ameritrade September 2011 - January 2013
TD Ameritrade June 2009 - August 2011
McKinsey & Company June 2001 - May 2009
The Boston Consulting Group January 1998 - July 1999
Arthur D. Little August 1996 - December 1997
Alcoa January 1993 - July 1996
Skills
Strategy, Cross-functional Team..., Management, Business Strategy, Leadership, Management Consulting, Banking, Marketing Strategy, Analytics, Mergers & Acquisitions, Fixed Income, Competitive Analysis, Strategic Planning, Product Marketing, Financial Analysis, Customer Experience, Segmentation, Business Planning, Program Management, Investments, Process Improvement, Wealth Management, Product Management, Product Development
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Pennsylvania - The Lauder Institute 1999 — 2001
MA, International Studies
Escola Politécnica da USP 1990 — 1994
B Sc, Electrical Engineering
Shalabh Mishra Shalabh Mishra's TD Ameritrade Experience July 2012 - Present
Job Software QA Consultant
Industry Outsourcing/Offshoring
Experience
TD Ameritrade July 2012 - Present
Larsen & Toubro Infotech January 2010 - June 2012
Cognizant Technology Solutions January 2007 - January 2010
Skills
PL/SQL, Quality Center, Manual Testing, Unix, SQL, ETL, Agile Methodologies, Data Warehousing, SDLC, Microsoft SQL Server, Databases, HP Quality Center, Software Testing Life..., Agile Testing, Software Quality..., Teradata, Informatica, Capital Markets, Front Office, Middle Office, Back Office, QTP, SoapUI, Atlassian JIRA, Test Automation, Defect Tracking, Oracle SQL Developer, Requirements Analysis, VBScript, C, Java, Oracle Database, Operating Systems, Toad, Electronic Trading, Equity Trading, Options Strategies, Electronic Trading..., Front Office Trading..., Mutual Funds, Selenium WebDriver, UFT, Oracle, Test Planning, Selenium, DB2, C, XML, Testing, Test Cases
Education
Kumaun University 2002 — 2006
BE, Electronics & Communication
TD Ameritrade July 2012 - Present
Larsen & Toubro Infotech January 2010 - June 2012
Cognizant Technology Solutions January 2007 - January 2010
Skills
PL/SQL, Quality Center, Manual Testing, Unix, SQL, ETL, Agile Methodologies, Data Warehousing, SDLC, Microsoft SQL Server, Databases, HP Quality Center, Software Testing Life..., Agile Testing, Software Quality..., Teradata, Informatica, Capital Markets, Front Office, Middle Office, Back Office, QTP, SoapUI, Atlassian JIRA, Test Automation, Defect Tracking, Oracle SQL Developer, Requirements Analysis, VBScript, C, Java, Oracle Database, Operating Systems, Toad, Electronic Trading, Equity Trading, Options Strategies, Electronic Trading..., Front Office Trading..., Mutual Funds, Selenium WebDriver, UFT, Oracle, Test Planning, Selenium, DB2, C, XML, Testing, Test Cases
Education
Kumaun University 2002 — 2006
BE, Electronics & Communication
Jackie Chu Jackie Chu's TD Ameritrade Experience March 2015 - Present
Job Mobile Application Business Analyst II at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2015 - Present
Bank of China March 2014 - September 2014
Moody's Shared Services, Inc., August 2012 - August 2013
Foremost Groups Corporation March 2009 - September 2011
K WAY Information Corp, September 2002 - April 2004
INTRON SCIENTIFIC CO., LTD July 1999 - June 2002
Skills
Project Management, Analysis, IT Asset Management, SQL, Business Process, ERP, Management, Software Engineering, Software System Analysis, UML, Mandarin, Data Analysis, Business Process..., Software Development, Business Requirements, Process Improvement, Integration, Mobile Applications, Requirements Gathering
Education
The Johns Hopkins University 2007 — 2008
Master's degree, Technical Management
New Jersey Institute of Technology 2006 — 2007
Master's degree, Management Information Systems
Chung-Hua University 1995 — 1999
Bachelor's degree, Computer Science
TD Ameritrade March 2015 - Present
Bank of China March 2014 - September 2014
Moody's Shared Services, Inc., August 2012 - August 2013
Foremost Groups Corporation March 2009 - September 2011
K WAY Information Corp, September 2002 - April 2004
INTRON SCIENTIFIC CO., LTD July 1999 - June 2002
Skills
Project Management, Analysis, IT Asset Management, SQL, Business Process, ERP, Management, Software Engineering, Software System Analysis, UML, Mandarin, Data Analysis, Business Process..., Software Development, Business Requirements, Process Improvement, Integration, Mobile Applications, Requirements Gathering
Education
The Johns Hopkins University 2007 — 2008
Master's degree, Technical Management
New Jersey Institute of Technology 2006 — 2007
Master's degree, Management Information Systems
Chung-Hua University 1995 — 1999
Bachelor's degree, Computer Science
Terrell West Terrell West's TD Ameritrade Experience November 2011 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
CUNA Mutual Group May 2013 - Present
Think Finance November 2012 - January 2013
TD Ameritrade November 2011 - May 2012
TD Ameritrade 2011 - 2012
TPG TeleManagement January 2010 - January 2011
West Corporation January 2005 - January 2010
Alabama State University January 2003 - January 2004
Skills
Marketing Communications, Public Relations, Customer Experience, Leadership, Analysis, Customer Service, Coaching, Program Management, Editing, Time Management, Press Releases, Quality Assurance, Sales, Team Building, Management
Education
Alabama State University 1999 — 2004
Bachelor of Arts (B.A.), Public Relations/Image Management
Alabama State University 1999 — 2004
Bachelor of Arts, Communications-Public Relations
University of Nebraska at Omaha 1997 — 1998
CUNA Mutual Group May 2013 - Present
Think Finance November 2012 - January 2013
TD Ameritrade November 2011 - May 2012
TD Ameritrade 2011 - 2012
TPG TeleManagement January 2010 - January 2011
West Corporation January 2005 - January 2010
Alabama State University January 2003 - January 2004
Skills
Marketing Communications, Public Relations, Customer Experience, Leadership, Analysis, Customer Service, Coaching, Program Management, Editing, Time Management, Press Releases, Quality Assurance, Sales, Team Building, Management
Education
Alabama State University 1999 — 2004
Bachelor of Arts (B.A.), Public Relations/Image Management
Alabama State University 1999 — 2004
Bachelor of Arts, Communications-Public Relations
University of Nebraska at Omaha 1997 — 1998
Eddie Robles Eddie Robles's TD Ameritrade Experience December 2013 - Present
Job Communications Analyst, TD Ameritrade; Film/Video Producer; Captain at U.S. Army Reserve
Industry Media Production
Experience
TD Ameritrade December 2013 - Present
Take 1 Films January 2011 - Present
U.S. Army Reserve August 2013 - May 2015
Janimation Studios October 2012 - October 2013
U.S. Army Reserve January 2011 - August 2013
Army National Guard June 2008 - January 2011
Army National Guard September 2002 - June 2008
Skills
Video Production, Television, Post Production, Documentaries, Film Production, Video Editing, Producing, Video, Film, Broadcast, Media Production, Commercials, Camera, Journalism, Photography, Creative Writing, Public Relations
Education
Pontifical Catholic University of Puerto Rico 2006 — 2008
New York University 1992 — 1996
TD Ameritrade December 2013 - Present
Take 1 Films January 2011 - Present
U.S. Army Reserve August 2013 - May 2015
Janimation Studios October 2012 - October 2013
U.S. Army Reserve January 2011 - August 2013
Army National Guard June 2008 - January 2011
Army National Guard September 2002 - June 2008
Skills
Video Production, Television, Post Production, Documentaries, Film Production, Video Editing, Producing, Video, Film, Broadcast, Media Production, Commercials, Camera, Journalism, Photography, Creative Writing, Public Relations
Education
Pontifical Catholic University of Puerto Rico 2006 — 2008
New York University 1992 — 1996
Zach Reyes, CFP® Zach Reyes, CFP®'s TD Ameritrade Experience February 2011 - February 2011
Job Financial Advisor at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning January 2015 - Present
Clintsman Financial Planning January 2012 - December 2014
TD Ameritrade February 2011 - February 2011
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Financial Planners, Financial Analysis, Risk Management, Financial Advisory, Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Cash Flow Planning, Investment Management, Investment Strategies, Investment Advisory, Portfolio Management, Finance, Retirement
Education
Texas Tech University 2009 — 2011
Master's Degree, Personal Financial Planning
Angelo State University 2004 — 2007
Bachelor of Science, Kinesiology, Magna Cum Laude
Clintsman Financial Planning January 2015 - Present
Clintsman Financial Planning January 2012 - December 2014
TD Ameritrade February 2011 - February 2011
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Financial Planners, Financial Analysis, Risk Management, Financial Advisory, Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Cash Flow Planning, Investment Management, Investment Strategies, Investment Advisory, Portfolio Management, Finance, Retirement
Education
Texas Tech University 2009 — 2011
Master's Degree, Personal Financial Planning
Angelo State University 2004 — 2007
Bachelor of Science, Kinesiology, Magna Cum Laude
Raza Zaidi Raza Zaidi's TD Ameritrade Experience January 2009 - August 2009
Job Sr. SQA Engineer at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2011 - Present
Pragma Securities March 2010 - February 2011
MF Global August 2009 - February 2010
TD Ameritrade January 2009 - August 2009
Mercer May 2008 - December 2008
National Stock Exchange February 2007 - April 2008
Mixit Inc. March 2004 - February 2007
Education
MAJU 2000 — 2003
BS, Computer Science
Stevens Institute of Technology
MBA, Information System
TIAA-CREF March 2011 - Present
Pragma Securities March 2010 - February 2011
MF Global August 2009 - February 2010
TD Ameritrade January 2009 - August 2009
Mercer May 2008 - December 2008
National Stock Exchange February 2007 - April 2008
Mixit Inc. March 2004 - February 2007
Education
MAJU 2000 — 2003
BS, Computer Science
Stevens Institute of Technology
MBA, Information System
Won D Kim's TD Ameritrade Experience April 2014 - June 2015
Job Business Development Manager at Incisive RWG Inc. | Incisive Risk Information Limited
Industry Online Media
Experience
Risk.net Waters Technology FX-Week Central Banking Publications by Incisive Media July 2015 - Present
TD Ameritrade April 2014 - June 2015
TD Ameritrade April 2013 - April 2014
TD Ameritrade December 2011 - March 2013
Alpari (US) November 2010 - October 2011
CMS Forex February 2010 - October 2010
Santander 2009 - 2010
HSBC 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
JPMorgan Chase 2005 - 2007
Skills
Fixed Income, FX, Currency, Wealth Management, Investments, Financial Planning, Securities, Financial Markets, Brokerage, Equities, Options, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Mutual Funds, Trading, Technical Analysis, Credit, Alternative Investments, Banking, Risk Management, FX Options, Strategic Financial..., FX trading, Trading Systems, Commodity, Finance, Investment Management, Financial Services, Financial Risk, Bloomberg, Structured Products, Knight BondPoint, Series 3, Series 7, Commodities, Private Banking, Series 63, Futures, Relationship Management, Corporate Finance, Investment Advisory, Bonds, Investment Strategies, ETFs, Asset Allocation, Electronic Trading, Foreign Exchange, Equity Trading
Education
University of Liverpool 2007 — 2010
Postgraduate Certificate, Business Administration
Incisive Media 2008 — 2008
Private Banking Modular Program, Wealth Management and Private Banking Services
Kaplan University 2006 — 2006
Certificate, Wealth Management
Kennedy Western University
Bachelor’s Degree, Finance
New York University
Training Program, Fall Intensive Credit Training
Institute of Business & Finance 2004 — 2005
Certificate, Board Certified in Securities
Ashworth College 2003 — 2004
Certificate, Financial Planning Specialist, 98 of 100%
Ashworth College 2003 — 2004
Diploma, Tax Preparation, 98 of 100%
Risk.net Waters Technology FX-Week Central Banking Publications by Incisive Media July 2015 - Present
TD Ameritrade April 2014 - June 2015
TD Ameritrade April 2013 - April 2014
TD Ameritrade December 2011 - March 2013
Alpari (US) November 2010 - October 2011
CMS Forex February 2010 - October 2010
Santander 2009 - 2010
HSBC 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
JPMorgan Chase 2005 - 2007
Skills
Fixed Income, FX, Currency, Wealth Management, Investments, Financial Planning, Securities, Financial Markets, Brokerage, Equities, Options, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Mutual Funds, Trading, Technical Analysis, Credit, Alternative Investments, Banking, Risk Management, FX Options, Strategic Financial..., FX trading, Trading Systems, Commodity, Finance, Investment Management, Financial Services, Financial Risk, Bloomberg, Structured Products, Knight BondPoint, Series 3, Series 7, Commodities, Private Banking, Series 63, Futures, Relationship Management, Corporate Finance, Investment Advisory, Bonds, Investment Strategies, ETFs, Asset Allocation, Electronic Trading, Foreign Exchange, Equity Trading
Education
University of Liverpool 2007 — 2010
Postgraduate Certificate, Business Administration
Incisive Media 2008 — 2008
Private Banking Modular Program, Wealth Management and Private Banking Services
Kaplan University 2006 — 2006
Certificate, Wealth Management
Kennedy Western University
Bachelor’s Degree, Finance
New York University
Training Program, Fall Intensive Credit Training
Institute of Business & Finance 2004 — 2005
Certificate, Board Certified in Securities
Ashworth College 2003 — 2004
Certificate, Financial Planning Specialist, 98 of 100%
Ashworth College 2003 — 2004
Diploma, Tax Preparation, 98 of 100%
Mark Minton Mark Minton's TD Ameritrade Experience June 2006 - December 2006
Job Associate Contract Specialist at AAFES
Industry Logistics and Supply Chain
Experience
AAFES August 2011 - Present
Academy Sports and Outdoors August 2007 - Present
Watson Inc April 2007 - March 2009
TD Ameritrade June 2006 - December 2006
Trinity Industries January 2004 - June 2006
Lennox Industries Inc April 2001 - January 2002
U.S. Army September 1997 - September 2000
United States Marine Corps and United States Marine Corps Reserve August 1988 - November 1995
Skills
Purchasing
Education
Tarrant County College 2002 — 2002
Business
Arkansas State University 1989 — 1994
Bachelor of Arts, History and Geography
AAFES August 2011 - Present
Academy Sports and Outdoors August 2007 - Present
Watson Inc April 2007 - March 2009
TD Ameritrade June 2006 - December 2006
Trinity Industries January 2004 - June 2006
Lennox Industries Inc April 2001 - January 2002
U.S. Army September 1997 - September 2000
United States Marine Corps and United States Marine Corps Reserve August 1988 - November 1995
Skills
Purchasing
Education
Tarrant County College 2002 — 2002
Business
Arkansas State University 1989 — 1994
Bachelor of Arts, History and Geography
brandon stephens brandon stephens's TD Ameritrade Experience July 2004 - August 2009
Job Business Analyst Consultant at Carlisle & Gallagher
Industry Financial Services
Experience
Carlisle & Gallagher June 2010 - Present
Traeger Pellet Grills, LLC 2013 - 2013
TD Ameritrade July 2004 - August 2009
TD Ameritrade June 2004 - August 2009
Rushmore Investment Advisors October 1999 - September 2003
Fidelity Investments January 1996 - January 1999
Skills
Catastrophic Personal..., Analysis, Asset Allocation, Banking, Business Acumen, Business Analysis, Business Process..., CRM, Coaching, Consulting, Contract Negotiation, Due Diligence, Equities, Finance, Fixed Income, Insurance, Investment Management, Investment Strategies, Investments, Leadership, Management, Management Consulting, Marketing Strategy, Mutual Funds, Options, Personal Injury, Portfolio Management, Process Improvement, Program Management, Real Estate, Research, Risk Management, Sales, Strategic Planning, Team Building, Time Management, Trading, Training
Education
Abilene Christian University 1990 — 1995
Bachelor of Science, Psychology
Abilene Christian University 1990 — 1994
BBA, Human Resource Management
Abilene Christian University
BS, Psychology
Carlisle & Gallagher June 2010 - Present
Traeger Pellet Grills, LLC 2013 - 2013
TD Ameritrade July 2004 - August 2009
TD Ameritrade June 2004 - August 2009
Rushmore Investment Advisors October 1999 - September 2003
Fidelity Investments January 1996 - January 1999
Skills
Catastrophic Personal..., Analysis, Asset Allocation, Banking, Business Acumen, Business Analysis, Business Process..., CRM, Coaching, Consulting, Contract Negotiation, Due Diligence, Equities, Finance, Fixed Income, Insurance, Investment Management, Investment Strategies, Investments, Leadership, Management, Management Consulting, Marketing Strategy, Mutual Funds, Options, Personal Injury, Portfolio Management, Process Improvement, Program Management, Real Estate, Research, Risk Management, Sales, Strategic Planning, Team Building, Time Management, Trading, Training
Education
Abilene Christian University 1990 — 1995
Bachelor of Science, Psychology
Abilene Christian University 1990 — 1994
BBA, Human Resource Management
Abilene Christian University
BS, Psychology
Victor Chung Victor Chung's TD Ameritrade Experience November 2011 - February 2014
Job CoFounder at Bumpies LLC
Industry Human Resources
Experience
Bumpies LLC July 2014 - Present
Pakala Consulting December 2013 - Present
TD Ameritrade November 2011 - February 2014
Life Technologies May 2010 - November 2011
Hewlett-Packard June 2009 - May 2010
Hewlett-Packard July 2007 - June 2009
Hewlett-Packard November 2005 - July 2007
SUPERVALU October 2004 - April 2005
GovDocs Inc September 2003 - April 2004
Western National Funding, Inc September 2003 - April 2004
Skills
Workforce Planning, Talent Management, Organizational Design, Recruiting, Training & Development, Performance Management, HRIS, Project Management, Data Analysis, Leadership Development, Succession Planning, Personnel Management, Employee Relations, Employee Engagement, Employee Training, Human Resources, Training, Deferred Compensation
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MA, Human Resources and Industrial Relations
Arizona State University 1998 — 2002
Bachelors, Family Sociology and Ethnic Studies
Bumpies LLC July 2014 - Present
Pakala Consulting December 2013 - Present
TD Ameritrade November 2011 - February 2014
Life Technologies May 2010 - November 2011
Hewlett-Packard June 2009 - May 2010
Hewlett-Packard July 2007 - June 2009
Hewlett-Packard November 2005 - July 2007
SUPERVALU October 2004 - April 2005
GovDocs Inc September 2003 - April 2004
Western National Funding, Inc September 2003 - April 2004
Skills
Workforce Planning, Talent Management, Organizational Design, Recruiting, Training & Development, Performance Management, HRIS, Project Management, Data Analysis, Leadership Development, Succession Planning, Personnel Management, Employee Relations, Employee Engagement, Employee Training, Human Resources, Training, Deferred Compensation
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MA, Human Resources and Industrial Relations
Arizona State University 1998 — 2002
Bachelors, Family Sociology and Ethnic Studies
Shammi Bawa, MBA Shammi Bawa, MBA's TD Ameritrade Experience January 2009 - April 2010
Job QA Manager at eBRP Solutions Network, Inc.
Industry Computer Software
Experience
eBRP Solutions Network, Inc. May 2011 - Present
Merrill Lynch May 2010 - April 2011
TD Ameritrade January 2009 - April 2010
Charles Schwab September 2007 - December 2008
Lincoln Financial Group November 2005 - August 2007
Trigram Capital Management January 2004 - October 2005
Skills
SDLC, Software Quality..., Test Cases, Test Planning, Quality Center, XML, User Acceptance Testing, Test Automation, QTP, Microsoft SQL Server, SQL, Web Applications, Web Services, C#, .NET, Seapine Test Track Pro, Manual Testing, Agile Methodologies, JIRA, System Testing, Visual Studio, Regression Testing, LoadRunner, HP Quality Center
Education
University of Business and Finance
Master of Business Administration (MBA), International Management & Management Information Systems
eBRP Solutions Network, Inc. May 2011 - Present
Merrill Lynch May 2010 - April 2011
TD Ameritrade January 2009 - April 2010
Charles Schwab September 2007 - December 2008
Lincoln Financial Group November 2005 - August 2007
Trigram Capital Management January 2004 - October 2005
Skills
SDLC, Software Quality..., Test Cases, Test Planning, Quality Center, XML, User Acceptance Testing, Test Automation, QTP, Microsoft SQL Server, SQL, Web Applications, Web Services, C#, .NET, Seapine Test Track Pro, Manual Testing, Agile Methodologies, JIRA, System Testing, Visual Studio, Regression Testing, LoadRunner, HP Quality Center
Education
University of Business and Finance
Master of Business Administration (MBA), International Management & Management Information Systems
Eric Michalski, CFP® Eric Michalski, CFP®'s TD Ameritrade Experience July 2006 - August 2009
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
Cara Gilbride Cara Gilbride's TD Ameritrade Experience 2006 - 2009
Job Financial Services Professional/Photographer
Industry Financial Services
Experience
Callalily Studios 2008 - Present
Morgan Stanley July 2014 - October 2014
Edelman Financial Services January 2011 - July 2014
Dana's Angels Research Trust May 2010 - May 2014
TD Ameritrade 2006 - 2009
TD Waterhouse 2003 - 2006
TD Waterhouse 2001 - 2003
TD Waterhouse 2001 - 2001
TD Waterhouse 1999 - 2001
Skills
Series 7, series 9, series 10, series 63, series 66, Investments, Financial Services, Series 63, Securities, Mutual Funds, Uniform Combined State..., Sales, Wealth Management, Equities, Options, FINRA, Trading, CRM, Risk Management, Management, Finance, Financial Advisory, Portfolio Management, Retirement Planning, Leadership, Business Development
Education
American University
BS, Pyschology
American University
BA, Communications
Florida State University- Center for Professional Development
Certificate, Financial Planning
Callalily Studios 2008 - Present
Morgan Stanley July 2014 - October 2014
Edelman Financial Services January 2011 - July 2014
Dana's Angels Research Trust May 2010 - May 2014
TD Ameritrade 2006 - 2009
TD Waterhouse 2003 - 2006
TD Waterhouse 2001 - 2003
TD Waterhouse 2001 - 2001
TD Waterhouse 1999 - 2001
Skills
Series 7, series 9, series 10, series 63, series 66, Investments, Financial Services, Series 63, Securities, Mutual Funds, Uniform Combined State..., Sales, Wealth Management, Equities, Options, FINRA, Trading, CRM, Risk Management, Management, Finance, Financial Advisory, Portfolio Management, Retirement Planning, Leadership, Business Development
Education
American University
BS, Pyschology
American University
BA, Communications
Florida State University- Center for Professional Development
Certificate, Financial Planning
Samuel Dansby Samuel Dansby's TD Ameritrade Experience March 2005 - Present
Job Sr. Fixed Income Specialist
Industry Investment Management
Experience
TD Ameritrade March 2005 - Present
Skills
Wealth Management, Series 7, Series 63, Process Improvement, Mutual Funds, Management, Leadership, Data Analysis, Business Analysis, Budgets, Asset Allocation, Analysis, Access
Education
Alabama Agricultural and Mechanical University 1998 — 2004
TD Ameritrade March 2005 - Present
Skills
Wealth Management, Series 7, Series 63, Process Improvement, Mutual Funds, Management, Leadership, Data Analysis, Business Analysis, Budgets, Asset Allocation, Analysis, Access
Education
Alabama Agricultural and Mechanical University 1998 — 2004
Anand Ramasamy Anand Ramasamy's TD Ameritrade Experience March 2014 - November 2014
Job Software Dev Manager at Amazon.com
Industry Information Technology and Services
Experience
Amazon.com December 2014 - Present
TD Ameritrade March 2014 - November 2014
Amazon.com May 2011 - March 2014
TD Ameritrade 2014 - 2014
TD Ameritrade 2014 - 2014
Ford Motor Company June 2003 - April 2011
ANS Communications/UUNet/WorldCom October 1996 - June 2003
Eastcom Systems Pvt Ltd, Singapore April 1993 - October 1996
Digicon May 1988 - April 1993
Skills
Infrastructure, ITIL, Technical Leadership, Cross-functional Team..., Cloud Computing, Data Center, Program Management, Six Sigma, Product Management, Process Improvement, Information Technology, Business Intelligence, Business Analysis, Software Development, Project Management, Unix, Product Development, Data Analysis, Perl, Networking, Network Administration, Cisco Technologies, IP, SDLC, Oracle, Integration, Management, IT Management, Disaster Recovery, Vendor Management, CCNA
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
MBA, Strategy and Corp Finance
Eastern Michigan University 1999 — 2002
MS, Information Systems
Anna University 1984 — 1988
B.E., Electronics & Communication Engg
Amazon.com December 2014 - Present
TD Ameritrade March 2014 - November 2014
Amazon.com May 2011 - March 2014
TD Ameritrade 2014 - 2014
TD Ameritrade 2014 - 2014
Ford Motor Company June 2003 - April 2011
ANS Communications/UUNet/WorldCom October 1996 - June 2003
Eastcom Systems Pvt Ltd, Singapore April 1993 - October 1996
Digicon May 1988 - April 1993
Skills
Infrastructure, ITIL, Technical Leadership, Cross-functional Team..., Cloud Computing, Data Center, Program Management, Six Sigma, Product Management, Process Improvement, Information Technology, Business Intelligence, Business Analysis, Software Development, Project Management, Unix, Product Development, Data Analysis, Perl, Networking, Network Administration, Cisco Technologies, IP, SDLC, Oracle, Integration, Management, IT Management, Disaster Recovery, Vendor Management, CCNA
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
MBA, Strategy and Corp Finance
Eastern Michigan University 1999 — 2002
MS, Information Systems
Anna University 1984 — 1988
B.E., Electronics & Communication Engg
Sandhya Madireddy Sandhya Madireddy's TD Ameritrade Experience January 2011 - August 2012
Job Java Consultant at TD Ameritrade
Industry Financial Services
Experience
Medline Industries, Inc. August 2012 - Present
TD Ameritrade January 2011 - August 2012
Healthcare Management Systems May 2009 - January 2011
Goldman Sachs May 2006 - May 2009
Pfizer November 2005 - May 2006
Galaxy Systems 2004 - 2006
GSI Commerce September 2005 - November 2005
TD Waterhouse April 2005 - September 2005
United States Department of Agriculture September 2003 - March 2005
Education
Texas Tech University 2002 — 2004
Masters, Computer Science
Andhra University 1998 — 2001
Bachelors, Computer Science
Medline Industries, Inc. August 2012 - Present
TD Ameritrade January 2011 - August 2012
Healthcare Management Systems May 2009 - January 2011
Goldman Sachs May 2006 - May 2009
Pfizer November 2005 - May 2006
Galaxy Systems 2004 - 2006
GSI Commerce September 2005 - November 2005
TD Waterhouse April 2005 - September 2005
United States Department of Agriculture September 2003 - March 2005
Education
Texas Tech University 2002 — 2004
Masters, Computer Science
Andhra University 1998 — 2001
Bachelors, Computer Science
John Mulshine John Mulshine's TD Ameritrade Experience March 2000 - July 2006
Job
Industry Information Technology and Services
Experience
DMI (Digital Management, Inc.) March 2013 - Present
JOHN A. MULSHINE July 2009 - March 2013
John A Mulshine July 2009 - March 2013
John A Mulshine July 2009 - March 2013
Software Engineering Institute 2009 - 2010
Northrop Grumman August 2006 - July 2009
Northrop Grumman August 2006 - July 2009
TD Ameritrade March 2000 - July 2006
Ameritrade Holding Corporation 2000 - 2006
OAO Corporation 1997 - 2000
Skills
Software Configuration..., Change Management, Technical Writing, Technical Editing, SDLC, Configuration Management, Process Improvement, Visio, Software Documentation, Unix, Integration, Release Management, Testing, SQL, SharePoint, Data Center, Disaster Recovery, Management, Unix Shell Scripting, Perl, PMP, Software Quality..., ITIL, Requirements Gathering, CMMI, Security, Enterprise Architecture, Linux, Business Analysis, System Deployment, Teamwork, Service Delivery, Solaris, IT Strategy, IT Service Delivery, IT Service Management, Databases
Education
Anne Arundel Community College 1998 — 2000
Certificate
Boston University 1984 — 1986
MSBA
University of Maryland University College 1971 — 1978
BA
University of Notre Dame 1965 — 1968
Saint Rose High School, Belmar, NJ 1961 — 1965
DMI (Digital Management, Inc.) March 2013 - Present
JOHN A. MULSHINE July 2009 - March 2013
John A Mulshine July 2009 - March 2013
John A Mulshine July 2009 - March 2013
Software Engineering Institute 2009 - 2010
Northrop Grumman August 2006 - July 2009
Northrop Grumman August 2006 - July 2009
TD Ameritrade March 2000 - July 2006
Ameritrade Holding Corporation 2000 - 2006
OAO Corporation 1997 - 2000
Skills
Software Configuration..., Change Management, Technical Writing, Technical Editing, SDLC, Configuration Management, Process Improvement, Visio, Software Documentation, Unix, Integration, Release Management, Testing, SQL, SharePoint, Data Center, Disaster Recovery, Management, Unix Shell Scripting, Perl, PMP, Software Quality..., ITIL, Requirements Gathering, CMMI, Security, Enterprise Architecture, Linux, Business Analysis, System Deployment, Teamwork, Service Delivery, Solaris, IT Strategy, IT Service Delivery, IT Service Management, Databases
Education
Anne Arundel Community College 1998 — 2000
Certificate
Boston University 1984 — 1986
MSBA
University of Maryland University College 1971 — 1978
BA
University of Notre Dame 1965 — 1968
Saint Rose High School, Belmar, NJ 1961 — 1965
Andrew Ficarra's TD Ameritrade Experience August 2014 - August 2015
Job Flagship Department Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
TD Ameritrade August 2014 - August 2015
Bank of America Merrill Lynch January 2014 - August 2014
Bank of America Merrill Lynch May 2013 - January 2014
Bank of America Merrill Lynch March 2013 - May 2013
Bank of America Merrill Lynch May 2012 - March 2013
Skills
Building Relationships, Team Building, Team Leadership, Teamwork, Outstanding time..., Organization &..., Sales Management, Sales Process, Series 7, series 66, NMLS Licensed
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Bachelor's degree, Business Law
Creighton University 2013 — 2015
Master's degree, Security Analysis and Portfolio Management
International Business Seminars in Multi-City Europe 2010 — 2010
International Business/ Finance/ Marketing
Vanguard August 2015 - Present
TD Ameritrade August 2014 - August 2015
Bank of America Merrill Lynch January 2014 - August 2014
Bank of America Merrill Lynch May 2013 - January 2014
Bank of America Merrill Lynch March 2013 - May 2013
Bank of America Merrill Lynch May 2012 - March 2013
Skills
Building Relationships, Team Building, Team Leadership, Teamwork, Outstanding time..., Organization &..., Sales Management, Sales Process, Series 7, series 66, NMLS Licensed
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Bachelor's degree, Business Law
Creighton University 2013 — 2015
Master's degree, Security Analysis and Portfolio Management
International Business Seminars in Multi-City Europe 2010 — 2010
International Business/ Finance/ Marketing
Halyna Carbullido Halyna Carbullido's TD Ameritrade Experience May 2000 - 2000
Job Project Manager at Mutual of Omaha
Industry Management Consulting
Experience
Mutual of Omaha August 2015 - Present
PayPal December 2013 - August 2015
The Gallup Organization October 2007 - June 2012
West Corporation September 2005 - September 2007
West Corporation January 2001 - September 2005
TD Ameritrade May 2000 - 2000
Lancer Label September 1993 - September 1999
Skills
Software Development, Business Analysis, SDLC, Management, IT Management, SQL, Vendor Management, Disaster Recovery, SharePoint, Process Improvement, Security, Troubleshooting, Visio, Requirements Analysis, IT Infrastructure..., Integration, Software Project..., Business Intelligence, IT Strategy, Project Management
Education
Lviv Academy of Commerce
Bachelor’s Degree, Computer Science
Mutual of Omaha August 2015 - Present
PayPal December 2013 - August 2015
The Gallup Organization October 2007 - June 2012
West Corporation September 2005 - September 2007
West Corporation January 2001 - September 2005
TD Ameritrade May 2000 - 2000
Lancer Label September 1993 - September 1999
Skills
Software Development, Business Analysis, SDLC, Management, IT Management, SQL, Vendor Management, Disaster Recovery, SharePoint, Process Improvement, Security, Troubleshooting, Visio, Requirements Analysis, IT Infrastructure..., Integration, Software Project..., Business Intelligence, IT Strategy, Project Management
Education
Lviv Academy of Commerce
Bachelor’s Degree, Computer Science
Courtney L. Robinson Courtney L. Robinson's TD Ameritrade Experience 2002 - 2005
Job HR Professional | Concise Writer | Lifelong Learner
Industry Human Resources
Experience
Bookworm Ink. April 2000 - Present
TD Bank Financial Group August 2007 - October 2010
TD Bank Financial Group May 2006 - July 2007
TD Canada Trust March 2005 - April 2006
TD Ameritrade 2002 - 2005
Skills
Research, Technical Writing, Relationship Management, Instructional Design, E-learning Development, Analysis, Project Management, Team Building, Series 7, Series 63, Contact Centers, Financial Services, Adult Learning..., Adult Learning Theory, Organizational..., Employee Relations, Employee Management, Employee Surveys, HR Policies, Staffing Services, Recruiting, Manufacturing, Temporary Staffing, Human Resources, Management, Performance Management, E-Learning
Education
Athabasca University 2006 — 2011
MA, Work, Organization and Leadership
Western University 2003 — 2004
Professional Certificate: Teaching Adult Learners
King's University College 1997 — 2002
BA, English Language and Literature
Bookworm Ink. April 2000 - Present
TD Bank Financial Group August 2007 - October 2010
TD Bank Financial Group May 2006 - July 2007
TD Canada Trust March 2005 - April 2006
TD Ameritrade 2002 - 2005
Skills
Research, Technical Writing, Relationship Management, Instructional Design, E-learning Development, Analysis, Project Management, Team Building, Series 7, Series 63, Contact Centers, Financial Services, Adult Learning..., Adult Learning Theory, Organizational..., Employee Relations, Employee Management, Employee Surveys, HR Policies, Staffing Services, Recruiting, Manufacturing, Temporary Staffing, Human Resources, Management, Performance Management, E-Learning
Education
Athabasca University 2006 — 2011
MA, Work, Organization and Leadership
Western University 2003 — 2004
Professional Certificate: Teaching Adult Learners
King's University College 1997 — 2002
BA, English Language and Literature
Chandra Roth Chandra Roth's TD Ameritrade Experience November 2012 - April 2013
Job Masters of Marriage and Family Therapy Candidate
Industry Individual & Family Services
Experience
Nystrom & Associates, Ltd. August 2015 - Present
New Horizon Academy January 2014 - Present
Lyft October 2013 - January 2014
Target Center / AEG July 2013 - December 2013
Independent School Districts 199 and 197 November 2007 - June 2013
TD Ameritrade November 2012 - April 2013
Regional Elite December 2011 - November 2012
Patina, Inc. September 2007 - December 2011
Mesaba Airlines April 2009 - November 2011
J.Crew July 2008 - March 2009
Skills
Customer Service, Public Speaking, Communication, Encouragement, Team Building, Empathy, Therapeutic Listening, Adaptability, Positivity, Teaching, Teamwork, Process Improvement, Winning Others Over, Sales, Flights, Airports, Airlines, Aircraft, Nonprofits
Education
Adler Graduate School 2013 — 2016
Master's Degree, Adlerian Counseling and Psychotherapy, 3.85
College of St. Catherine
Bachelor's Degree, Speech Communication and Rhetoric
Nystrom & Associates, Ltd. August 2015 - Present
New Horizon Academy January 2014 - Present
Lyft October 2013 - January 2014
Target Center / AEG July 2013 - December 2013
Independent School Districts 199 and 197 November 2007 - June 2013
TD Ameritrade November 2012 - April 2013
Regional Elite December 2011 - November 2012
Patina, Inc. September 2007 - December 2011
Mesaba Airlines April 2009 - November 2011
J.Crew July 2008 - March 2009
Skills
Customer Service, Public Speaking, Communication, Encouragement, Team Building, Empathy, Therapeutic Listening, Adaptability, Positivity, Teaching, Teamwork, Process Improvement, Winning Others Over, Sales, Flights, Airports, Airlines, Aircraft, Nonprofits
Education
Adler Graduate School 2013 — 2016
Master's Degree, Adlerian Counseling and Psychotherapy, 3.85
College of St. Catherine
Bachelor's Degree, Speech Communication and Rhetoric
Annette Scott Annette Scott's TD Ameritrade Experience November 2014 - July 2015
Job Account Supervisor at GMR Marketing
Industry Marketing and Advertising
Experience
GMR Marketing July 2015 - Present
TD Ameritrade November 2014 - July 2015
Farmers Insurance September 2012 - October 2014
Ohio University September 2011 - June 2012
OHIO IMG Sports Marketing August 2011 - June 2012
University of San Diego Athletics June 2011 - July 2011
Ohio University College of Business August 2010 - June 2011
Appalachian Regional Entrepreneurship Group October 2010 - May 2011
Levin, Papantonio, Thomas, Mitchell, Echsner, & Proctor, P.A. October 2008 - March 2010
The Ariel Foundation, Inc. June 2008 - August 2008
Skills
Microsoft Office, Market Research, Marketing Research, Qualitative Research, Quantitative Research, Online Research, Legal Research, Scarborough Research, Basic Spanish language..., Feasibility Studies, Marketing Strategy, Strategic Planning, Business Planning, Research, Analysis, Sports Marketing, Proposal Writing, Event Management, Sales, Social Media
Education
Ohio University 2010 — 2012
MBA/MSA, Business Administration & Sports Administration
American University 2004 — 2008
BA, International Studies
GMR Marketing July 2015 - Present
TD Ameritrade November 2014 - July 2015
Farmers Insurance September 2012 - October 2014
Ohio University September 2011 - June 2012
OHIO IMG Sports Marketing August 2011 - June 2012
University of San Diego Athletics June 2011 - July 2011
Ohio University College of Business August 2010 - June 2011
Appalachian Regional Entrepreneurship Group October 2010 - May 2011
Levin, Papantonio, Thomas, Mitchell, Echsner, & Proctor, P.A. October 2008 - March 2010
The Ariel Foundation, Inc. June 2008 - August 2008
Skills
Microsoft Office, Market Research, Marketing Research, Qualitative Research, Quantitative Research, Online Research, Legal Research, Scarborough Research, Basic Spanish language..., Feasibility Studies, Marketing Strategy, Strategic Planning, Business Planning, Research, Analysis, Sports Marketing, Proposal Writing, Event Management, Sales, Social Media
Education
Ohio University 2010 — 2012
MBA/MSA, Business Administration & Sports Administration
American University 2004 — 2008
BA, International Studies
James Mackiewicz's TD Ameritrade Experience January 1999 - August 2001
Job VP, Practice Management Consultant at AssetMark
Industry Financial Services
Experience
AssetMark (f.k.a. Genworth Wealth Management) January 2012 - Present
Peak Advisor Alliance April 2008 - December 2011
Carson Wealth Management Group April 2008 - December 2011
Kaplan University 2007 - 2011
Bank of the West August 2001 - April 2008
Commercial Federal Bank 2001 - 2003
TD Ameritrade January 1999 - August 2001
Skills
Succession Planning, Marketing, Retirement Planning, Training, Management Consulting, Strategic Planning, Coaching, Public Speaking, Process Improvement, Management, Leadership, Wealth Management, Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Insurance, Loans, Consulting, Finance, Business Development, Operations Management, Series 7, Human Resources, Strategic Financial..., Securities, Series 63, Investments, Financial Services, Mutual Funds, Investment Advisory, Retirement, Fixed Annuities, Wealth, Financial Planning
Education
Bellevue University 1995 — 1997
MBA, Business and Finance
Consumer Banker's Association 2003 — 2005
Retail Bank Management
University of Nebraska at Omaha 1994 — 1995
Bachelor, General Administration
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Senshu University 1993 — 1993
International Business
AssetMark (f.k.a. Genworth Wealth Management) January 2012 - Present
Peak Advisor Alliance April 2008 - December 2011
Carson Wealth Management Group April 2008 - December 2011
Kaplan University 2007 - 2011
Bank of the West August 2001 - April 2008
Commercial Federal Bank 2001 - 2003
TD Ameritrade January 1999 - August 2001
Skills
Succession Planning, Marketing, Retirement Planning, Training, Management Consulting, Strategic Planning, Coaching, Public Speaking, Process Improvement, Management, Leadership, Wealth Management, Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Insurance, Loans, Consulting, Finance, Business Development, Operations Management, Series 7, Human Resources, Strategic Financial..., Securities, Series 63, Investments, Financial Services, Mutual Funds, Investment Advisory, Retirement, Fixed Annuities, Wealth, Financial Planning
Education
Bellevue University 1995 — 1997
MBA, Business and Finance
Consumer Banker's Association 2003 — 2005
Retail Bank Management
University of Nebraska at Omaha 1994 — 1995
Bachelor, General Administration
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Senshu University 1993 — 1993
International Business
Edward Frederick, MBA Edward Frederick, MBA's TD Ameritrade Experience June 2014 - February 2015
Job Regional Sales Consultant at Catalyst Funds
Industry Financial Services
Experience
Catalyst Funds May 2015 - Present
TD Ameritrade June 2014 - February 2015
TD Ameritrade March 2013 - May 2014
Adelphi University September 2011 - December 2012
Whitestone Associates LLC November 2011 - April 2012
Sportime August 2005 - March 2012
Skills
REIT, Alternative Investments, Microsoft Word, Investments, Telephone Skills, Financial Services, Social Networking, Data Analysis, Microsoft Office, Microsoft Excel, Business Development, Series 7, Asset Allocation, Non-Traded REITS, Leadership, Finance, PowerPoint, Customer Service, Management, Portfolio Management, Marketing, Public Speaking, Deal Sourcing
Education
Adelphi University 2011 — 2012
MBA, Finance, Strong
Adelphi University 2007 — 2011
BBA, Business Administration
Valley Stream North
Valley Stream North
Catalyst Funds May 2015 - Present
TD Ameritrade June 2014 - February 2015
TD Ameritrade March 2013 - May 2014
Adelphi University September 2011 - December 2012
Whitestone Associates LLC November 2011 - April 2012
Sportime August 2005 - March 2012
Skills
REIT, Alternative Investments, Microsoft Word, Investments, Telephone Skills, Financial Services, Social Networking, Data Analysis, Microsoft Office, Microsoft Excel, Business Development, Series 7, Asset Allocation, Non-Traded REITS, Leadership, Finance, PowerPoint, Customer Service, Management, Portfolio Management, Marketing, Public Speaking, Deal Sourcing
Education
Adelphi University 2011 — 2012
MBA, Finance, Strong
Adelphi University 2007 — 2011
BBA, Business Administration
Valley Stream North
Valley Stream North
Chris Nagy Chris Nagy's TD Ameritrade Experience August 1999 - May 2012
Job Cofounder & CEO KOR Group LLC
Industry Financial Services
Experience
Healthy Markets December 2014 - Present
KOR Trading LLC May 2012 - Present
Financial Industry Regulatory Authority July 2012 - March 2015
NYSE AMEX Options November 2010 - June 2012
TD Ameritrade August 1999 - May 2012
Philadelphia Stock Exchange August 1999 - August 2004
U.S. Bank August 1991 - August 1999
Miller, Johnson & Kuehn January 1991 - October 1992
Lawson Financial Corporation February 1990 - September 1990
Shearson Lehman Brothers June 1986 - September 1989
Skills
FINRA, Market Data, SEC, Social Media, Series 7, Equities, Options, Securities, Trading, Electronic Trading, Financial Markets, Trading Systems, Market Structure, Derivatives, Hedge Funds, Fixed Income, Series 63, Capital Markets, Wealth Management, Financial Services, Proprietary Trading, Traders, FX Options, Technical Analysis, Equity Derivatives, Investment Strategies, ETFs, Series 24, Risk Management, Hedging, Portfolio Management, Finance, Investments, Bloomberg, Alternative Investments, Financial Risk, Mutual Funds, Investment Advisory, Trading Strategies, Commodity, Equity Trading, Bonds, Asset Management, Asset Allocation, Structured Products, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2007 — 2009
SII Institute
Arizona State University 1983 — 1986
Healthy Markets December 2014 - Present
KOR Trading LLC May 2012 - Present
Financial Industry Regulatory Authority July 2012 - March 2015
NYSE AMEX Options November 2010 - June 2012
TD Ameritrade August 1999 - May 2012
Philadelphia Stock Exchange August 1999 - August 2004
U.S. Bank August 1991 - August 1999
Miller, Johnson & Kuehn January 1991 - October 1992
Lawson Financial Corporation February 1990 - September 1990
Shearson Lehman Brothers June 1986 - September 1989
Skills
FINRA, Market Data, SEC, Social Media, Series 7, Equities, Options, Securities, Trading, Electronic Trading, Financial Markets, Trading Systems, Market Structure, Derivatives, Hedge Funds, Fixed Income, Series 63, Capital Markets, Wealth Management, Financial Services, Proprietary Trading, Traders, FX Options, Technical Analysis, Equity Derivatives, Investment Strategies, ETFs, Series 24, Risk Management, Hedging, Portfolio Management, Finance, Investments, Bloomberg, Alternative Investments, Financial Risk, Mutual Funds, Investment Advisory, Trading Strategies, Commodity, Equity Trading, Bonds, Asset Management, Asset Allocation, Structured Products, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2007 — 2009
SII Institute
Arizona State University 1983 — 1986
P Wesley Campbell P Wesley Campbell's TD Ameritrade Experience November 2011 - June 2013
Job Client Services Manager at VMware
Industry Financial Services
Experience
VMware March 2015 - Present
VMware June 2013 - March 2015
TD Ameritrade November 2011 - June 2013
Talecris Plasma Resources January 2005 - January 2012
JUST Capital Alliance, L.P. August 2003 - January 2005
Daystar Television Network March 2002 - August 2003
UBS May 2001 - March 2002
Gallagher Financial March 1999 - May 2001
Skills
Process Improvement, Project Coordination, Microsoft Office, Mutual Funds, Strategic Financial..., Access, Series 7, Visio, Wealth Management, Retirement Planning, Risk Management, Expense Management, Investments, Training, Management, Business Analysis, Program Management, SDLC, Software Documentation, Business Process, Leadership, Strategy, Team Leadership
Education
American InterContinental University 2007 — 2009
Bachelors of Business Administration, Operations Management
American InterContinental University 2007 — 2008
Associated of Business Administration, Business
VMware March 2015 - Present
VMware June 2013 - March 2015
TD Ameritrade November 2011 - June 2013
Talecris Plasma Resources January 2005 - January 2012
JUST Capital Alliance, L.P. August 2003 - January 2005
Daystar Television Network March 2002 - August 2003
UBS May 2001 - March 2002
Gallagher Financial March 1999 - May 2001
Skills
Process Improvement, Project Coordination, Microsoft Office, Mutual Funds, Strategic Financial..., Access, Series 7, Visio, Wealth Management, Retirement Planning, Risk Management, Expense Management, Investments, Training, Management, Business Analysis, Program Management, SDLC, Software Documentation, Business Process, Leadership, Strategy, Team Leadership
Education
American InterContinental University 2007 — 2009
Bachelors of Business Administration, Operations Management
American InterContinental University 2007 — 2008
Associated of Business Administration, Business
Youssef Zinoun - MBA, Postgraduate Studies Youssef Zinoun - MBA, Postgraduate Studies's TD Ameritrade Experience 2006 - 2007
Job Regulatory Project Manager
Industry Government Administration
Experience
FDA September 2015 - Present
Southern New Hampshire University July 2015 - September 2015
FAZ Art Studio March 2012 - August 2015
United States Embassy Morocco January 2007 - February 2011
TD Ameritrade 2006 - 2007
Central Texas College 2005 - 2006
Several companies 2004 - 2005
US Army 2000 - 2004
ESMIG - Computer Science and Management School 1999 - 2000
LMS Marketing 1998 - 1999
Skills
Program Management, Military, Project Planning, International Relations, Management, Organizational..., Government, Security, Command, Intelligence, French, Military Experience, Military Operations, Force Protection, Crisis Management, International Business, Foreign Languages, Arabic, Foreign Military Sales, Budgets, Social Media, Military Liaison, Diplomacy, Administration, Navy, Gantt, Language Teaching, Marketing Strategy, International Business..., MS Office Suite, MS Project, MS Visio, Strategic Communications, Decision Trees, Quantitative Analysis, International Project..., Sustainability, Project Implementation, Special Events, Conference Organisation, Conference Coordination, Conflict Resolution, Creative Problem Solving, Strategic Financial..., Budget Management, Big Data, Hadoop, MS Expression Web, SAP ERP, Thompson One
Education
Southern New Hampshire University 2011 — 2013
Master of Business Administration (M.B.A.)
Université Sidi Mohammed Ben Abdellah-Fès 1993 — 1997
Bachelor's degree
FDA September 2015 - Present
Southern New Hampshire University July 2015 - September 2015
FAZ Art Studio March 2012 - August 2015
United States Embassy Morocco January 2007 - February 2011
TD Ameritrade 2006 - 2007
Central Texas College 2005 - 2006
Several companies 2004 - 2005
US Army 2000 - 2004
ESMIG - Computer Science and Management School 1999 - 2000
LMS Marketing 1998 - 1999
Skills
Program Management, Military, Project Planning, International Relations, Management, Organizational..., Government, Security, Command, Intelligence, French, Military Experience, Military Operations, Force Protection, Crisis Management, International Business, Foreign Languages, Arabic, Foreign Military Sales, Budgets, Social Media, Military Liaison, Diplomacy, Administration, Navy, Gantt, Language Teaching, Marketing Strategy, International Business..., MS Office Suite, MS Project, MS Visio, Strategic Communications, Decision Trees, Quantitative Analysis, International Project..., Sustainability, Project Implementation, Special Events, Conference Organisation, Conference Coordination, Conflict Resolution, Creative Problem Solving, Strategic Financial..., Budget Management, Big Data, Hadoop, MS Expression Web, SAP ERP, Thompson One
Education
Southern New Hampshire University 2011 — 2013
Master of Business Administration (M.B.A.)
Université Sidi Mohammed Ben Abdellah-Fès 1993 — 1997
Bachelor's degree
Zachary Marshall Zachary Marshall's TD Ameritrade Experience January 2010 - August 2011
Job Sales Executive Global Textile Logistics at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson January 2015 - Present
C.H. Robinson May 2013 - December 2014
Schneider Electric May 2012 - April 2013
TD Ameritrade January 2010 - August 2011
Wired Velocity Inc. May 2005 - December 2009
Champions Run June 2006 - December 2007
Skills
Sales, Management, Logistics, Supply Chain, Social Networking, Operations Management, Customer Service, Analysis, 3PL, Business Development, Microsoft Office, Social Media, Outlook, Freight Forwarding, Textiles
Education
St. Albert high School
St. Albert high School
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Economics
Beijing Language and Culture University 2011 — 2012
Language Certification, Mandarin
American College of Thessaloniki 2008 — 2008
International Business/Trade/Commerce
American Language Institute in Fes 2009 — 2009
Modern Standard Arabic
C.H. Robinson January 2015 - Present
C.H. Robinson May 2013 - December 2014
Schneider Electric May 2012 - April 2013
TD Ameritrade January 2010 - August 2011
Wired Velocity Inc. May 2005 - December 2009
Champions Run June 2006 - December 2007
Skills
Sales, Management, Logistics, Supply Chain, Social Networking, Operations Management, Customer Service, Analysis, 3PL, Business Development, Microsoft Office, Social Media, Outlook, Freight Forwarding, Textiles
Education
St. Albert high School
St. Albert high School
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Economics
Beijing Language and Culture University 2011 — 2012
Language Certification, Mandarin
American College of Thessaloniki 2008 — 2008
International Business/Trade/Commerce
American Language Institute in Fes 2009 — 2009
Modern Standard Arabic
Ares Yang Ares Yang's TD Ameritrade Experience October 2014 - Present
Job Senior Executive Vice President
Industry Investment Management
Experience
TD Ameritrade October 2014 - Present
Skills
项目管理, 团队合作, 管理人员, 顾客服务, 社交媒体, 策略, 分析, 经营策略, 金融建模, 团队管理, 业务分析, 产品组合管理, 业务开发
Education
College of armed police officer 2010 — 2014
Senior command, A bachelor's degree in military &Management command degree
Massachusetts Institute of Technology - Department of Civil & Environmental Engineering 2008 — 2010
financial management, Master of Business Administration (M.B.A.)
TD Ameritrade October 2014 - Present
Skills
项目管理, 团队合作, 管理人员, 顾客服务, 社交媒体, 策略, 分析, 经营策略, 金融建模, 团队管理, 业务分析, 产品组合管理, 业务开发
Education
College of armed police officer 2010 — 2014
Senior command, A bachelor's degree in military &Management command degree
Massachusetts Institute of Technology - Department of Civil & Environmental Engineering 2008 — 2010
financial management, Master of Business Administration (M.B.A.)
Mike Cranston's TD Ameritrade Experience June 2014 - August 2014
Job Convergex
Industry Financial Services
Experience
Convergex June 2015 - Present
TD Ameritrade June 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Time Management
Education
Adelphi University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Convergex June 2015 - Present
TD Ameritrade June 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Time Management
Education
Adelphi University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Robert McComb Robert McComb's TD Ameritrade Experience November 2004 - June 2009
Job Sales/Customer Service
Industry Retail
Experience
Dialog Direct May 2015 - Present
Amazon September 2013 - March 2015
Bank of America October 2010 - September 2013
Reliant Energy September 2009 - February 2010
TD Ameritrade November 2004 - June 2009
Skills
Leadership, Management, Microsoft Office, Customer Service, Sales, Logistics, Inventory Management, Computer Proficiency, Mentoring, Job Coaching, Document Management, Project Management, Microsoft Word, Team Leadership, Training, Retail, Marketing Strategy, Strategy, Social Media, Strategic Planning, Public Speaking
Education
Angelo State University 1992 — 1998
Bachelor of Business Administration (B.B.A.), Marketing, Passed
Dialog Direct May 2015 - Present
Amazon September 2013 - March 2015
Bank of America October 2010 - September 2013
Reliant Energy September 2009 - February 2010
TD Ameritrade November 2004 - June 2009
Skills
Leadership, Management, Microsoft Office, Customer Service, Sales, Logistics, Inventory Management, Computer Proficiency, Mentoring, Job Coaching, Document Management, Project Management, Microsoft Word, Team Leadership, Training, Retail, Marketing Strategy, Strategy, Social Media, Strategic Planning, Public Speaking
Education
Angelo State University 1992 — 1998
Bachelor of Business Administration (B.B.A.), Marketing, Passed
Elizabeth Milacek Elizabeth Milacek's TD Ameritrade Experience January 2008 - July 2013
Job Associate Consultant at Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
COR Clearing LLC August 2013 - December 2014
TD Ameritrade January 2008 - July 2013
Best Buy March 2007 - May 2008
Skills
Series 7, Series 63, Salesforce.com, Microsoft Office, Customer Service, Networking, Lead Generation, Risk Management, Finance, Relationship Management
Education
University of Nebraska at Omaha 2012 — 2016
Marketing
Nebraska Christian College 2006 — 2007
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
COR Clearing LLC August 2013 - December 2014
TD Ameritrade January 2008 - July 2013
Best Buy March 2007 - May 2008
Skills
Series 7, Series 63, Salesforce.com, Microsoft Office, Customer Service, Networking, Lead Generation, Risk Management, Finance, Relationship Management
Education
University of Nebraska at Omaha 2012 — 2016
Marketing
Nebraska Christian College 2006 — 2007
Tim Cullen, MBA Tim Cullen, MBA's TD Ameritrade Experience September 2012 - September 2015
Job Chief Global AntiMoney Laundering Compliance Officer at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. September 2015 - Present
TD Ameritrade September 2012 - September 2015
TD Ameritrade May 2010 - September 2012
thinkorswim January 2007 - May 2010
Financial Industry Regulatory Authority January 2006 - January 2007
Schiff Hardin LLP June 2003 - August 2003
American Enterprise Institute January 2003 - June 2003
Bank of Cattaraugus May 1996 - December 2002
Skills
AML, Analysis, Program Management, Series 24, Series 7, Series 63, Series 4, Series 3, FINRA, Options, Equities, Securities, Broker-Dealer, Training, USA PATRIOT Act, OFAC, Finance, Securities Regulation, Uniform Combined State..., Risk Management, Anti Money Laundering, Management, Mutual Funds, Financial Services, Investments
Education
Saint Bonaventure University 2004 — 2005
MBA, Finance and Accounting
Saint Bonaventure University 2000 — 2004
BBA, Finance
American University 2003 — 2003
Advanced Economic Policy Certificate, Economic Policy Program
INTL FCStone Inc. September 2015 - Present
TD Ameritrade September 2012 - September 2015
TD Ameritrade May 2010 - September 2012
thinkorswim January 2007 - May 2010
Financial Industry Regulatory Authority January 2006 - January 2007
Schiff Hardin LLP June 2003 - August 2003
American Enterprise Institute January 2003 - June 2003
Bank of Cattaraugus May 1996 - December 2002
Skills
AML, Analysis, Program Management, Series 24, Series 7, Series 63, Series 4, Series 3, FINRA, Options, Equities, Securities, Broker-Dealer, Training, USA PATRIOT Act, OFAC, Finance, Securities Regulation, Uniform Combined State..., Risk Management, Anti Money Laundering, Management, Mutual Funds, Financial Services, Investments
Education
Saint Bonaventure University 2004 — 2005
MBA, Finance and Accounting
Saint Bonaventure University 2000 — 2004
BBA, Finance
American University 2003 — 2003
Advanced Economic Policy Certificate, Economic Policy Program
Russ Wilkes Russ Wilkes's TD Ameritrade Experience November 2011 - February 2012
Job Merchant Sales Representative at Openedge, A Division of Global Payments
Industry Marketing and Advertising
Experience
OpenEdge August 2013 - Present
Professional Marketing International August 2004 - August 2013
TD Ameritrade November 2011 - February 2012
America West Airlines August 1989 - August 2004
Skills
Direct Sales, Public Relations, Strategic Planning, Team Building, Salesforce.com, Business Development
Education
Arizona State University
Bemidji State University
OpenEdge August 2013 - Present
Professional Marketing International August 2004 - August 2013
TD Ameritrade November 2011 - February 2012
America West Airlines August 1989 - August 2004
Skills
Direct Sales, Public Relations, Strategic Planning, Team Building, Salesforce.com, Business Development
Education
Arizona State University
Bemidji State University
Walter Kieke Walter Kieke's TD Ameritrade Experience February 2015 - Present
Job Financial Representative at TD Ameritrade
Industry Translation and Localization
Experience
TD Ameritrade February 2015 - Present
University of Texas at Arlington July 2013 - August 2014
Novel hall October 2008 - October 2012
U-ming marine transport corp. ASIA CEMENT NO.6 June 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, English, Windows, Event Planning
Education
The University of Texas at Arlington 2013 — 2014
Master of Business Administration (M.B.A.)
National Taiwan Ocean University 2008 — 2012
Bachelor's degree, Transportation & navigation science
TD Ameritrade February 2015 - Present
University of Texas at Arlington July 2013 - August 2014
Novel hall October 2008 - October 2012
U-ming marine transport corp. ASIA CEMENT NO.6 June 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, English, Windows, Event Planning
Education
The University of Texas at Arlington 2013 — 2014
Master of Business Administration (M.B.A.)
National Taiwan Ocean University 2008 — 2012
Bachelor's degree, Transportation & navigation science
Daniel Hardcastle Daniel Hardcastle's TD Ameritrade Experience November 2005 - August 2008
Job Credentialing Specialist at Abeo
Industry Medical Practice
Experience
Abeo May 2011 - Present
SMD2 Enterprises, LLC October 2004 - Present
Ryder Transportation June 2009 - June 2010
TD Ameritrade November 2005 - August 2008
Ameritrade July 1999 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Healthcare Management, Strategic Planning, Medical Terminology, Creative Writing, Technical Writing, Computer Hardware, Computer Repair, Computer Proficiency, Accounts Receivable, Medical Staff..., Customer Service..., Customer Service..., HTML, C++, A+ Certified, Medical Billing, Process Improvement
Education
Everest College-Fort Worth 2011 — 2012
Certified Professional Coder, Medical Insurance Coding Specialist/Coder
The University of Texas at Arlington 2001 — 2003
The University of Texas at Austin 1990 — 1994
Abeo May 2011 - Present
SMD2 Enterprises, LLC October 2004 - Present
Ryder Transportation June 2009 - June 2010
TD Ameritrade November 2005 - August 2008
Ameritrade July 1999 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Healthcare Management, Strategic Planning, Medical Terminology, Creative Writing, Technical Writing, Computer Hardware, Computer Repair, Computer Proficiency, Accounts Receivable, Medical Staff..., Customer Service..., Customer Service..., HTML, C++, A+ Certified, Medical Billing, Process Improvement
Education
Everest College-Fort Worth 2011 — 2012
Certified Professional Coder, Medical Insurance Coding Specialist/Coder
The University of Texas at Arlington 2001 — 2003
The University of Texas at Austin 1990 — 1994
Doug Decauwer's TD Ameritrade Experience August 2013 - April 2015
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
TD Ameritrade August 2013 - April 2015
Zywave August 2012 - April 2013
Logix Federal Credit Union September 2011 - August 2012
AXA Advisors October 2006 - September 2011
Skills
Investments, Insurance, Series 7, Retirement Planning, Retirement, Finance, Investment Advisory, Financial Planning, Financial Services, Wealth Management, Mutual Funds, Sales, Trading, Financial Analysis, Equities, Strategy, New Business Development, Sales Process, Portfolio Management, Options, Risk Management
Education
Arizona State University
Bachelor of Arts (B.A.)
Merrill Edge June 2015 - Present
TD Ameritrade August 2013 - April 2015
Zywave August 2012 - April 2013
Logix Federal Credit Union September 2011 - August 2012
AXA Advisors October 2006 - September 2011
Skills
Investments, Insurance, Series 7, Retirement Planning, Retirement, Finance, Investment Advisory, Financial Planning, Financial Services, Wealth Management, Mutual Funds, Sales, Trading, Financial Analysis, Equities, Strategy, New Business Development, Sales Process, Portfolio Management, Options, Risk Management
Education
Arizona State University
Bachelor of Arts (B.A.)
Kem Stokes LoMonaco Kem Stokes LoMonaco's TD Ameritrade Experience July 1999 - September 2011
Job Proprietor/Tutor/Mentor at The Mentor Edge
Industry Education Management
Experience
The Mentor Edge March 2012 - Present
TD Ameritrade July 1999 - September 2011
JET Program July 1993 - July 1996
Skills
Advanced Japanese,..., Curriculum Design, Public Speaking, Event Planning, Tutoring, Teaching, Editing, Staff Development, Adult Education, Classroom, Community Outreach, Critical Thinking, Curriculum Development, Customer Service, Data Analysis, English, Fundraising, Grant Writing, Higher Education, International Relations, Japanese, Nonprofits, PowerPoint, Project Management, Proofreading, Qualitative Research, Social Media Marketing, Spanish, Team Building, Training
Education
Trinity University 1988 — 1992
BA Political Science, Political Science and History
American University 1990 — 1990
Foreign Policy, Washington Semester
The Mentor Edge March 2012 - Present
TD Ameritrade July 1999 - September 2011
JET Program July 1993 - July 1996
Skills
Advanced Japanese,..., Curriculum Design, Public Speaking, Event Planning, Tutoring, Teaching, Editing, Staff Development, Adult Education, Classroom, Community Outreach, Critical Thinking, Curriculum Development, Customer Service, Data Analysis, English, Fundraising, Grant Writing, Higher Education, International Relations, Japanese, Nonprofits, PowerPoint, Project Management, Proofreading, Qualitative Research, Social Media Marketing, Spanish, Team Building, Training
Education
Trinity University 1988 — 1992
BA Political Science, Political Science and History
American University 1990 — 1990
Foreign Policy, Washington Semester
Brian Orme Brian Orme's TD Ameritrade Experience April 2014 - Present
Job Program Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade February 2010 - September 2012
TD Ameritrade March 2009 - July 2010
TD Ameritrade August 2008 - March 2009
TD Ameritrade September 2007 - August 2008
TD Ameritrade May 1998 - September 2007
Sitel August 1994 - May 1998
Skills
Performance Management, Training, Sales, Workforce Planning, Organization, Team Building, Management Consulting, Leadership Development, Management, Leadership, Coaching, Process Improvement, Strategic Partnerships, Series 63, Project Management, Risk Management, Analysis, Financial Services, Strategy, FINRA, Series 7, Sales Management, Project Planning
Education
Arizona State University 1993 — 1995
Business Administration
University of Nebraska-Lincoln 1990 — 1993
Business Administration
TD Ameritrade April 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade February 2010 - September 2012
TD Ameritrade March 2009 - July 2010
TD Ameritrade August 2008 - March 2009
TD Ameritrade September 2007 - August 2008
TD Ameritrade May 1998 - September 2007
Sitel August 1994 - May 1998
Skills
Performance Management, Training, Sales, Workforce Planning, Organization, Team Building, Management Consulting, Leadership Development, Management, Leadership, Coaching, Process Improvement, Strategic Partnerships, Series 63, Project Management, Risk Management, Analysis, Financial Services, Strategy, FINRA, Series 7, Sales Management, Project Planning
Education
Arizona State University 1993 — 1995
Business Administration
University of Nebraska-Lincoln 1990 — 1993
Business Administration
William Pope William Pope's TD Ameritrade Experience February 2015 - Present
Job Lead Web Developer at Open Circles
Industry Internet
Experience
Open Circles August 2015 - Present
TD Ameritrade February 2015 - Present
NetCreative July 2010 - Present
Saks Fifth Avenue August 2012 - July 2015
Verizon Wireless August 2013 - December 2014
Dow Jones September 2010 - March 2011
Skills
CSS, User Interface Design, Web Design, HTML, Photoshop, Web Development, JavaScript, AJAX, Graphics, JSON, JQuery, Front-end Development, PHP, AngularJS
Education
Art Institute of Pittsburgh 2006 — 2009
AS, Web and Interactive Media Design, 3.75
Open Circles August 2015 - Present
TD Ameritrade February 2015 - Present
NetCreative July 2010 - Present
Saks Fifth Avenue August 2012 - July 2015
Verizon Wireless August 2013 - December 2014
Dow Jones September 2010 - March 2011
Skills
CSS, User Interface Design, Web Design, HTML, Photoshop, Web Development, JavaScript, AJAX, Graphics, JSON, JQuery, Front-end Development, PHP, AngularJS
Education
Art Institute of Pittsburgh 2006 — 2009
AS, Web and Interactive Media Design, 3.75
Abdul Williams Abdul Williams's TD Ameritrade Experience November 2011 - March 2014
Job Associate
Industry Financial Services
Experience
JP Morgan Chase March 2014 - Present
TD Ameritrade November 2011 - March 2014
TD Ameritrade November 2007 - November 2011
SOS Security December 2005 - November 2007
SOS Security Inc @ PSEG 2003 - 2005
Education
Ashford University 2015 — 2019
Bachelor's degree, Business Information Systems
American College of Forensic Examiners (ACFEI) 2009 — 2009
Certificaction, Certified Homeland Security Level 1
ArcSight 2008 — 2008
Certificaction, ArcSight
DeVry University 1998 — 2001
Data Communication
JP Morgan Chase March 2014 - Present
TD Ameritrade November 2011 - March 2014
TD Ameritrade November 2007 - November 2011
SOS Security December 2005 - November 2007
SOS Security Inc @ PSEG 2003 - 2005
Education
Ashford University 2015 — 2019
Bachelor's degree, Business Information Systems
American College of Forensic Examiners (ACFEI) 2009 — 2009
Certificaction, Certified Homeland Security Level 1
ArcSight 2008 — 2008
Certificaction, ArcSight
DeVry University 1998 — 2001
Data Communication
Viktor Grjaznov Viktor Grjaznov's TD Ameritrade Experience August 2012 - May 2013
Job User Interface Designer at Fidelity Investments
Industry Graphic Design
Experience
ADP September 2015 - Present
Fidelity Investments July 2013 - September 2015
Freelancer - User Interface/User Interaction July 2009 - September 2015
Starpoint Solutions July 2013 - December 2013
TD Ameritrade August 2012 - May 2013
The College Board May 2011 - August 2012
BrickHouse Security September 2010 - April 2011
JMR 2009 - 2010
Boomtime August 2007 - August 2009
Intechnic Corporation April 2005 - August 2007
Skills
Illustrator, Web Design, Flash, InDesign, Graphic Design, Photoshop, Logo Design, HTML, Information Architecture, CSS, Dreamweaver, User Experience, User Interface Design, Adobe Creative Suite, Creative Direction, Typography, Interaction Design, Flash Animation, Art Direction, Graphics, Illustration, Logos, Email Marketing, User Interface, HTML + CSS, Retouching, Photography, Corporate Identity, Brochures, Visual Communication, Vector Illustration, Digital Illustration, Information Design, Mobile Design, Email Design, Information Graphics, Image Manipulation, User Experience Design, Visual Design, Experience Design, User-centered Design, Animation, QuarkXPress, ActionScript, Layout
Education
Informacijas Sistemu Menedžmenta Augstskola 2002 — 2004
Bachelor's Degree, Computer Science
Transporta un Sakaru Instituts 1999 — 2002
Bachelor's Degree, Computer Science
ADP September 2015 - Present
Fidelity Investments July 2013 - September 2015
Freelancer - User Interface/User Interaction July 2009 - September 2015
Starpoint Solutions July 2013 - December 2013
TD Ameritrade August 2012 - May 2013
The College Board May 2011 - August 2012
BrickHouse Security September 2010 - April 2011
JMR 2009 - 2010
Boomtime August 2007 - August 2009
Intechnic Corporation April 2005 - August 2007
Skills
Illustrator, Web Design, Flash, InDesign, Graphic Design, Photoshop, Logo Design, HTML, Information Architecture, CSS, Dreamweaver, User Experience, User Interface Design, Adobe Creative Suite, Creative Direction, Typography, Interaction Design, Flash Animation, Art Direction, Graphics, Illustration, Logos, Email Marketing, User Interface, HTML + CSS, Retouching, Photography, Corporate Identity, Brochures, Visual Communication, Vector Illustration, Digital Illustration, Information Design, Mobile Design, Email Design, Information Graphics, Image Manipulation, User Experience Design, Visual Design, Experience Design, User-centered Design, Animation, QuarkXPress, ActionScript, Layout
Education
Informacijas Sistemu Menedžmenta Augstskola 2002 — 2004
Bachelor's Degree, Computer Science
Transporta un Sakaru Instituts 1999 — 2002
Bachelor's Degree, Computer Science
Patrick Traichal's TD Ameritrade Experience October 2008 - October 2011
Job
Industry Oil & Energy
Experience
ALLSource Solutions September 2014 - Present
Seebeck Technology, Inc. October 2011 - Present
TD Ameritrade October 2008 - October 2011
ING March 2006 - September 2008
Bank of America November 2002 - March 2006
Epicentric May 2000 - October 2002
Esurance 1999 - 2000
Technology House, Inc. 1998 - 1999
University of Texas at El Paso 1994 - 1998
US Army October 1983 - October 1987
Skills
Risk Management, Process Improvement, Six Sigma, Program Management, Strategic Planning, Operations Management, Portfolio Management, Change Management, Banking, Project Management, Cross-functional Team..., Product Management, Business Process..., Business Strategy, Financial Services, Entrepreneurship, Mergers & Acquisitions, Strategy, Management, Management Consulting, Business Planning, Executive Management, Leadership, Finance, Competitive Analysis, Analysis, Training, Business Analysis, Business Process, Team Building, Project Portfolio..., Integration, Lean Manufacturing, Strategic Partnerships, Coaching, Business Development, Start-ups, Vendor Management, Outsourcing, Process Engineering, CRM, Analytics, Team Leadership, Contract Negotiation, Business Intelligence, Product Development, Forecasting, Budgets, Project Planning
Education
Arizona State University 1990 — 1994
Ph.D.
Arizona State University 1988 — 1990
Bachelor of Arts (BA)
Arizona State University 1988 — 1990
Bachelor of Arts (BA)
Austin Peay State University 1986 — 1987
Associate of Arts (A.A.)
ALLSource Solutions September 2014 - Present
Seebeck Technology, Inc. October 2011 - Present
TD Ameritrade October 2008 - October 2011
ING March 2006 - September 2008
Bank of America November 2002 - March 2006
Epicentric May 2000 - October 2002
Esurance 1999 - 2000
Technology House, Inc. 1998 - 1999
University of Texas at El Paso 1994 - 1998
US Army October 1983 - October 1987
Skills
Risk Management, Process Improvement, Six Sigma, Program Management, Strategic Planning, Operations Management, Portfolio Management, Change Management, Banking, Project Management, Cross-functional Team..., Product Management, Business Process..., Business Strategy, Financial Services, Entrepreneurship, Mergers & Acquisitions, Strategy, Management, Management Consulting, Business Planning, Executive Management, Leadership, Finance, Competitive Analysis, Analysis, Training, Business Analysis, Business Process, Team Building, Project Portfolio..., Integration, Lean Manufacturing, Strategic Partnerships, Coaching, Business Development, Start-ups, Vendor Management, Outsourcing, Process Engineering, CRM, Analytics, Team Leadership, Contract Negotiation, Business Intelligence, Product Development, Forecasting, Budgets, Project Planning
Education
Arizona State University 1990 — 1994
Ph.D.
Arizona State University 1988 — 1990
Bachelor of Arts (BA)
Arizona State University 1988 — 1990
Bachelor of Arts (BA)
Austin Peay State University 1986 — 1987
Associate of Arts (A.A.)
Suresh Karne's TD Ameritrade Experience May 2012 - Present
Job CONSULTANT ENGINEER
Industry Information Technology and Services
Experience
TD Ameritrade May 2012 - Present
Sprint Nextel April 2006 - May 2012
Sprint Nextel February 2004 - March 2006
Sprint February 2000 - February 2004
Skills
WebSphere Application..., WebSphere MQ, Java, Sun Certified Java..., Load Testing, LoadRunner, WinRunner, Test Automation, Test Management, IBM HTTP Server, Wily Introscope, Mercury Test Tools
Education
Acharya Nagarjuna University 1998 — 2002
Bachelor Degree in Engineering, Mechanical Enginerring
Sri Vidya Mandir High School 1996 — 1998
TD Ameritrade May 2012 - Present
Sprint Nextel April 2006 - May 2012
Sprint Nextel February 2004 - March 2006
Sprint February 2000 - February 2004
Skills
WebSphere Application..., WebSphere MQ, Java, Sun Certified Java..., Load Testing, LoadRunner, WinRunner, Test Automation, Test Management, IBM HTTP Server, Wily Introscope, Mercury Test Tools
Education
Acharya Nagarjuna University 1998 — 2002
Bachelor Degree in Engineering, Mechanical Enginerring
Sri Vidya Mandir High School 1996 — 1998
Diane Young's TD Ameritrade Experience 2005 - 2010
Job Vice President, Brokerage Marketing at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2012 - 2015
Kapstone Consultants 2010 - 2012
TD Ameritrade 2005 - 2010
Mellon Financial Corporation 2002 - 2005
Morgan Stanley 1996 - 2001
Merrill Lynch 1986 - 1996
Skills
Marketing Strategy, Wealth Management, Series 7, Series 63, Retirement Planning, Strategy, Financial Advisory, Portfolio Management, Product Marketing, Mutual Funds, Risk Management, Business Development, Equities, Financial Services, Financial Modeling, Marketing, Retirement, Asset Management, Strategic Financial..., Investments, Leadership, FINRA, Securities, Asset Allocation, Financial Planning, Series 24, Banking
Education
Adelphi University
BA, Political Science
E*TRADE Financial 2012 - 2015
Kapstone Consultants 2010 - 2012
TD Ameritrade 2005 - 2010
Mellon Financial Corporation 2002 - 2005
Morgan Stanley 1996 - 2001
Merrill Lynch 1986 - 1996
Skills
Marketing Strategy, Wealth Management, Series 7, Series 63, Retirement Planning, Strategy, Financial Advisory, Portfolio Management, Product Marketing, Mutual Funds, Risk Management, Business Development, Equities, Financial Services, Financial Modeling, Marketing, Retirement, Asset Management, Strategic Financial..., Investments, Leadership, FINRA, Securities, Asset Allocation, Financial Planning, Series 24, Banking
Education
Adelphi University
BA, Political Science
Bijan Sengupta's TD Ameritrade Experience February 2004 - Present
Job Consultant Software Development at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade February 2004 - Present
McKinsey & Company 2001 - 2003
Skills
Java Enterprise Edition, SOA, Spring, Web Services, JBoss Application Server, Agile Methodologies, XML, Java, Software Project..., Software Development, Enterprise Architecture, Oracle, SQL, Integration
Education
North-Eastern Hill University 1988 — 1994
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
NorthEaster Regional Inst. of Science & Technology, INDIA
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering
TD Ameritrade February 2004 - Present
McKinsey & Company 2001 - 2003
Skills
Java Enterprise Edition, SOA, Spring, Web Services, JBoss Application Server, Agile Methodologies, XML, Java, Software Project..., Software Development, Enterprise Architecture, Oracle, SQL, Integration
Education
North-Eastern Hill University 1988 — 1994
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
NorthEaster Regional Inst. of Science & Technology, INDIA
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering
Isabella Tsai's TD Ameritrade Experience financial advisorMorgan Stanley Investment Management1999 - 2002
Job financial advisor at td ameritrade
Industry Investment Management
Experience
td ameritrade financial advisorMorgan Stanley Investment Management1999 - 2002
Skills
Finance, Investments
Education
Academy of Art University 2007 — 2012
td ameritrade financial advisorMorgan Stanley Investment Management1999 - 2002
Skills
Finance, Investments
Education
Academy of Art University 2007 — 2012
Faming Han's TD Ameritrade Experience September 2005 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2005 - Present
Citigroup, Global Fund Services October 2002 - September 2005
Coca-Cola March 1997 - August 2000
Education
Southeastern University 1993 — 1995
MBA
American University 1992 — 1993
Foreign Affairs College 1984 — 1989
TD Ameritrade September 2005 - Present
Citigroup, Global Fund Services October 2002 - September 2005
Coca-Cola March 1997 - August 2000
Education
Southeastern University 1993 — 1995
MBA
American University 1992 — 1993
Foreign Affairs College 1984 — 1989
Devon Caines's TD Ameritrade Experience September 2013 - Present
Job Sr. IT Forensic Engineer at TD Ameritrade
Industry Telecommunications
Experience
TD Ameritrade September 2013 - Present
West Corporation August 2004 - August 2013
Skills
CISSP, Security, Computer Forensics, Information Security, Computer Security, Security Architecture..., Information Technology, Disaster Recovery, Network Security, Enterprise Software, Enterprise Risk..., Information Security..., Troubleshooting, Cloud Computing, Unix, Training, PCI DSS, Linux, Operating Systems, Vulnerability Assessment, Incident Response, TCP/IP, Servers
Education
Andrews University 1988 — 1992
All Saints Secondary
Encase Enterprise Class
Encase Forensics
FTK Class
SANS Class
TD Ameritrade September 2013 - Present
West Corporation August 2004 - August 2013
Skills
CISSP, Security, Computer Forensics, Information Security, Computer Security, Security Architecture..., Information Technology, Disaster Recovery, Network Security, Enterprise Software, Enterprise Risk..., Information Security..., Troubleshooting, Cloud Computing, Unix, Training, PCI DSS, Linux, Operating Systems, Vulnerability Assessment, Incident Response, TCP/IP, Servers
Education
Andrews University 1988 — 1992
All Saints Secondary
Encase Enterprise Class
Encase Forensics
FTK Class
SANS Class
Mark Colbert's TD Ameritrade Experience November 2009 - Present
Job Futures/Forex Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2009 - Present
Alaron Trading November 2007 - December 2009
Lehman November 2005 - May 2007
Education
Abilene Christian University 1979 — 1984
Accounting
Marine Military Academy
TD Ameritrade November 2009 - Present
Alaron Trading November 2007 - December 2009
Lehman November 2005 - May 2007
Education
Abilene Christian University 1979 — 1984
Accounting
Marine Military Academy
Hosam Ramadan's TD Ameritrade Experience March 2014 - Present
Job Messaging Architect at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2014 - Present
New York Daily News November 2011 - March 2014
Wells Fargo Financial October 2010 - October 2011
CIT May 2009 - July 2010
Pfizer May 2007 - January 2009
Lord Abbett May 2006 - May 2007
The Core Club 2005 - 2006
Morgans Hotel Group 2002 - 2005
Skills
Disaster Recovery, Microsoft Exchange, Active Directory, Servers, System Administration, Networking, Security, Data Center, Project Management, VPN, High Availability, Windows Server, Troubleshooting, Virtualization, Enterprise Vault, Technical Support, Microsoft SQL Server
Education
Ain Shams University 1982 — 1986
Bs.c
TD Ameritrade March 2014 - Present
New York Daily News November 2011 - March 2014
Wells Fargo Financial October 2010 - October 2011
CIT May 2009 - July 2010
Pfizer May 2007 - January 2009
Lord Abbett May 2006 - May 2007
The Core Club 2005 - 2006
Morgans Hotel Group 2002 - 2005
Skills
Disaster Recovery, Microsoft Exchange, Active Directory, Servers, System Administration, Networking, Security, Data Center, Project Management, VPN, High Availability, Windows Server, Troubleshooting, Virtualization, Enterprise Vault, Technical Support, Microsoft SQL Server
Education
Ain Shams University 1982 — 1986
Bs.c
Anjana Santhanam's TD Ameritrade Experience July 2004 - Present
Job Senior Software Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2004 - Present
Caritor March 2001 - February 2004
Skills
Java Enterprise Edition
Education
Anna University 1997 — 2001
Fatima Matriculation Higher Secondary School
TD Ameritrade July 2004 - Present
Caritor March 2001 - February 2004
Skills
Java Enterprise Edition
Education
Anna University 1997 — 2001
Fatima Matriculation Higher Secondary School
Gregory V. Murphy's TD Ameritrade Experience October 2008 - Present
Job at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
Krishna Rao Villuri's TD Ameritrade Experience July 2011 - Present
Job Sr. Java/J2ee Technical Consulatant
Industry Information Technology and Services
Experience
TD Ameritrade July 2011 - Present
Wells Fargo Advisors January 2011 - July 2011
Hewlett-Packard September 2005 - January 2011
Mindtree Ltd. September 2004 - September 2005
Dept of IT&C, Govt of AP 2003 - 2004
Skills
Web Services, Oracle, Software Development, XML, Java, SQL, Unix, JavaScript, PL/SQL, Spring, JSP, HTML, jQuery, Struts, JMS, JPA, AJAX, J2EE Application..., Microsoft SQL Server, Java Enterprise Edition
Education
Andhra University 1999 — 2002
Master of Computer Applications (MCA), Computer Programming, Specific Applications, College Topper
A.M.A.L College 1996 — 1999
Bachelor's degree, Mathematics, A
A.M.A.L College 1993 — 1995
Intermediate(+2), Mathematics, A
M.G.H.School 1989 — 1993
HighSchool Studies
TD Ameritrade July 2011 - Present
Wells Fargo Advisors January 2011 - July 2011
Hewlett-Packard September 2005 - January 2011
Mindtree Ltd. September 2004 - September 2005
Dept of IT&C, Govt of AP 2003 - 2004
Skills
Web Services, Oracle, Software Development, XML, Java, SQL, Unix, JavaScript, PL/SQL, Spring, JSP, HTML, jQuery, Struts, JMS, JPA, AJAX, J2EE Application..., Microsoft SQL Server, Java Enterprise Edition
Education
Andhra University 1999 — 2002
Master of Computer Applications (MCA), Computer Programming, Specific Applications, College Topper
A.M.A.L College 1996 — 1999
Bachelor's degree, Mathematics, A
A.M.A.L College 1993 — 1995
Intermediate(+2), Mathematics, A
M.G.H.School 1989 — 1993
HighSchool Studies
Sigmund Daniels's TD Ameritrade Experience November 2005 - January 2009
Job Foreclosure Review at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors February 2012 - Present
Carlisle & Gallagher Consulting Group August 2010 - January 2012
TD Ameritrade November 2005 - January 2009
Southwest Securities August 2000 - December 2002
Skills
Consultative Selling, Sales Management
Education
West Texas A&M University 1985 — 1987
Bachelors of Arts, Finance
Amarillo College 1983 — 1985
Newbold Advisors February 2012 - Present
Carlisle & Gallagher Consulting Group August 2010 - January 2012
TD Ameritrade November 2005 - January 2009
Southwest Securities August 2000 - December 2002
Skills
Consultative Selling, Sales Management
Education
West Texas A&M University 1985 — 1987
Bachelors of Arts, Finance
Amarillo College 1983 — 1985
Charles Martinez's TD Ameritrade Experience July 2011 - Present
Job Sr. Manager Lean Center of Excellence at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
TD Ameritrade February 2011 - July 2011
BOK Financial 2006 - February 2011
Bank of America 2002 - 2006
Cinta Networks 2000 - 2002
Space Systems Loral 1995 - 2000
Skills
Lean Manufacturing, Business Process..., Six Sigma, Change Management, Banking, Process Improvement, Operational Excellence, MS Project, Business Strategy, Project Management, Continuous Improvement, Cross-functional Team..., Manufacturing, Process Engineering, Strategy, Management, Leadership, Black Belt, Forecasting, CRM, Kaizen, Risk Management, Operations Management, Program Management, Vendor Management, Call Centers, Customer Satisfaction, Business Process, Project Portfolio..., Analysis, Quality Assurance, Business Analysis, Team Leadership, Management Consulting, Financial Services, Team Building, PMO
Education
Oklahoma State University 2010 — 2013
MBA, Finance
Arizona State University 1990 — 1995
B.S., Mechanical Engineering Technology
University of Virginia Darden School of Business
TD Ameritrade July 2011 - Present
TD Ameritrade February 2011 - July 2011
BOK Financial 2006 - February 2011
Bank of America 2002 - 2006
Cinta Networks 2000 - 2002
Space Systems Loral 1995 - 2000
Skills
Lean Manufacturing, Business Process..., Six Sigma, Change Management, Banking, Process Improvement, Operational Excellence, MS Project, Business Strategy, Project Management, Continuous Improvement, Cross-functional Team..., Manufacturing, Process Engineering, Strategy, Management, Leadership, Black Belt, Forecasting, CRM, Kaizen, Risk Management, Operations Management, Program Management, Vendor Management, Call Centers, Customer Satisfaction, Business Process, Project Portfolio..., Analysis, Quality Assurance, Business Analysis, Team Leadership, Management Consulting, Financial Services, Team Building, PMO
Education
Oklahoma State University 2010 — 2013
MBA, Finance
Arizona State University 1990 — 1995
B.S., Mechanical Engineering Technology
University of Virginia Darden School of Business
Stephanie Wagner's TD Ameritrade Experience August 2005 - Present
Job Senior Manager, Research and Content Strategy at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2005 - Present
The Vanguard Group October 1999 - July 2005
Skills
Series 24, Series 7, Mutual Funds, Series 63, Securities, Risk Management, Investment Strategies, Equities, FINRA, Financial Advisory, Portfolio Management, Fixed Income, Asset Allocation, Retirement Planning, Investments, Options, Investment Advisory, Wealth Management, ETFs, Asset Management, Financial Services, Alternative Investments, Relationship Management
Education
Arizona State University 1992 — 1996
TD Ameritrade August 2005 - Present
The Vanguard Group October 1999 - July 2005
Skills
Series 24, Series 7, Mutual Funds, Series 63, Securities, Risk Management, Investment Strategies, Equities, FINRA, Financial Advisory, Portfolio Management, Fixed Income, Asset Allocation, Retirement Planning, Investments, Options, Investment Advisory, Wealth Management, ETFs, Asset Management, Financial Services, Alternative Investments, Relationship Management
Education
Arizona State University 1992 — 1996
James Sahady's TD Ameritrade Experience January 2007 - January 2014
Job Director, Public Affairs, Massachusetts National Guard | Entrepreneur | Speaker | Investor
Industry Public Relations and Communications
Experience
Massachusetts National Guard August 1987 - Present
TD Ameritrade January 2007 - January 2014
City of Fall River, Massachusetts April 1997 - May 2013
Putnam Investments October 1993 - April 1997
Skills
Leadership, Strategic Communications, Leadership Development, Government, Public Relations, Public Speaking, Military, Crisis Management, Entrepreneurship, Risk Management, Strategic Planning, Crisis Communications, Team Leadership, Command, Management, Executive Management, National Security, Emergency Management, Business Strategy, Media Relations, Public Affairs, Marketing, Investments
Education
Anna Maria College
M.A., Criminal Justice
Boston University
ROTC, Leadership and Management
Bridgewater State University
B.S., Finance and Management
Harvard University, John F. Kennedy School of Government
Executive Education, Homeland Security
Massachusetts Institute of Technology
Homeland Protection Course
U.S. Army Command & General Staff College
Advanced Military Operations
U.S. Defense Information School
Public Affairs and Media Relations
Massachusetts National Guard August 1987 - Present
TD Ameritrade January 2007 - January 2014
City of Fall River, Massachusetts April 1997 - May 2013
Putnam Investments October 1993 - April 1997
Skills
Leadership, Strategic Communications, Leadership Development, Government, Public Relations, Public Speaking, Military, Crisis Management, Entrepreneurship, Risk Management, Strategic Planning, Crisis Communications, Team Leadership, Command, Management, Executive Management, National Security, Emergency Management, Business Strategy, Media Relations, Public Affairs, Marketing, Investments
Education
Anna Maria College
M.A., Criminal Justice
Boston University
ROTC, Leadership and Management
Bridgewater State University
B.S., Finance and Management
Harvard University, John F. Kennedy School of Government
Executive Education, Homeland Security
Massachusetts Institute of Technology
Homeland Protection Course
U.S. Army Command & General Staff College
Advanced Military Operations
U.S. Defense Information School
Public Affairs and Media Relations
Reni Alexander's TD Ameritrade Experience July 2015 - Present
Job Sr. Manager Enterprise Monitoring and Capacity Planning at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade July 2015 - Present
RENBEE Corporation May 2004 - Present
1800flowers.com February 2013 - July 2015
Bank Hapoalim November 2003 - January 2013
Empact Solutions April 2002 - October 2003
Chase Manhattan Corporation November 1998 - March 2002
The Trinity Group October 1996 - November 1998
Linotype March 1990 - October 1996
Skills
Enterprise Architecture, IT Service Management, Solution Architecture, Unix, SQL, IT Management, IT Strategy, Software Development, Solaris, VMware, Information Security..., Architecture, Project Management, Java, IBM Tivoli
Education
New Jersey Institute of Technology 1988 — 1989
MSEE, Computer Architecture
Adelphi University 1991 — 1993
MBA, Business Administration and Management, General
University of Mysore 1982 — 1986
BE, Electrical, Electronics and Communications Engineering
TD Ameritrade July 2015 - Present
RENBEE Corporation May 2004 - Present
1800flowers.com February 2013 - July 2015
Bank Hapoalim November 2003 - January 2013
Empact Solutions April 2002 - October 2003
Chase Manhattan Corporation November 1998 - March 2002
The Trinity Group October 1996 - November 1998
Linotype March 1990 - October 1996
Skills
Enterprise Architecture, IT Service Management, Solution Architecture, Unix, SQL, IT Management, IT Strategy, Software Development, Solaris, VMware, Information Security..., Architecture, Project Management, Java, IBM Tivoli
Education
New Jersey Institute of Technology 1988 — 1989
MSEE, Computer Architecture
Adelphi University 1991 — 1993
MBA, Business Administration and Management, General
University of Mysore 1982 — 1986
BE, Electrical, Electronics and Communications Engineering
Richard Cahill's TD Ameritrade Experience May 2006 - June 2008
Job
Industry Financial Services
Experience
FOLIOfn September 2008 - January 2012
TD Ameritrade May 2006 - June 2008
TD Ameritrade November 2004 - May 2006
Marshall Field's 2002 - 2004
Education
University of Maryland University College 2009 — 2012
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities 2000 — 2002
Bachelor of Arts (BA), Cultural Studies & Comparative Literature
Albertus Magnus College 1998 — 2000
FOLIOfn September 2008 - January 2012
TD Ameritrade May 2006 - June 2008
TD Ameritrade November 2004 - May 2006
Marshall Field's 2002 - 2004
Education
University of Maryland University College 2009 — 2012
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities 2000 — 2002
Bachelor of Arts (BA), Cultural Studies & Comparative Literature
Albertus Magnus College 1998 — 2000
Ed Laskowski's TD Ameritrade Experience November 2014 - Present
Job Managing Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Fidelity Investments February 1987 - October 2014
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance
Adelphi University 1978 — 1983
BA, Economics
TD Ameritrade November 2014 - Present
Fidelity Investments February 1987 - October 2014
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance
Adelphi University 1978 — 1983
BA, Economics
Michael Katz PMP's TD Ameritrade Experience June 2006 - February 2009
Job Release Manager at SRA International
Industry Information Technology and Services
Experience
SRA International January 2013 - Present
Flatter & Associates, Inc. August 2012 - January 2013
The Squires Group May 2009 - August 2012
TD Ameritrade June 2006 - February 2009
Old Mutual Financial Network 2004 - 2006
Ciena 2001 - 2004
Skills
Business Analysis, Project Management, Risk Management, Operations Management, PMP, Business Process..., Training, Software Documentation, Business Intelligence, Integration, Change Management, Oracle, Testing, Analysis, Security, Cross-functional Team...
Education
American University - Kogod School of Business 1992 — 1993
MBA, Finance
SRA International January 2013 - Present
Flatter & Associates, Inc. August 2012 - January 2013
The Squires Group May 2009 - August 2012
TD Ameritrade June 2006 - February 2009
Old Mutual Financial Network 2004 - 2006
Ciena 2001 - 2004
Skills
Business Analysis, Project Management, Risk Management, Operations Management, PMP, Business Process..., Training, Software Documentation, Business Intelligence, Integration, Change Management, Oracle, Testing, Analysis, Security, Cross-functional Team...
Education
American University - Kogod School of Business 1992 — 1993
MBA, Finance
Carina Criger's TD Ameritrade Experience May 2006 - August 2006
Job Senior Information Security Risk Analyst
Industry Financial Services
Experience
UMB Financial Corporation May 2015 - Present
UMB Bank January 2013 - Present
FINRA December 2009 - January 2013
KPMG August 2007 - December 2009
TD Ameritrade May 2006 - August 2006
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Due Diligence, AML
Education
Pittsburg State University 2005 — 2007
Bachelor of Business Administration, Accounting and Finance
Allen County Community College 2004 — 2005
UMB Financial Corporation May 2015 - Present
UMB Bank January 2013 - Present
FINRA December 2009 - January 2013
KPMG August 2007 - December 2009
TD Ameritrade May 2006 - August 2006
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Due Diligence, AML
Education
Pittsburg State University 2005 — 2007
Bachelor of Business Administration, Accounting and Finance
Allen County Community College 2004 — 2005
carlo vinicio's TD Ameritrade Experience November 1987 - December 2001
Job DGM at Commerce Banc Insurance Services
Industry Banking
Experience
Commerce Capital Markets DGMCommerce Banc Insurance ServicesJanuary 2001 - Present
TD Ameritrade November 1987 - December 2001
Education
American Graduate University 1989 — 2001
ba, economics
Commerce Capital Markets DGMCommerce Banc Insurance ServicesJanuary 2001 - Present
TD Ameritrade November 1987 - December 2001
Education
American Graduate University 1989 — 2001
ba, economics
MadhavI Daka's TD Ameritrade Experience August 2012 - Present
Job Java Developer at TDA
Industry Information Technology and Services
Experience
TD Ameritrade August 2012 - Present
Client Allstate , worked through Syntel September 2007 - August 2012
Chrysler Financial worked through Syntel June 2006 - March 2007
General Motors through Syntel February 2004 - May 2006
Skills
Java, SDLC, Software Project..., Requirements Analysis, SOA, SQL, Web Services, Oracle, XML, Agile Methodologies, Java Enterprise Edition, Microsoft SQL Server, PL/SQL
Education
Andhra University 1999 — 2003
B.E, Electronics and Communication
Siddhartha school 1997 — 1999
intermediate (+2)
TD Ameritrade August 2012 - Present
Client Allstate , worked through Syntel September 2007 - August 2012
Chrysler Financial worked through Syntel June 2006 - March 2007
General Motors through Syntel February 2004 - May 2006
Skills
Java, SDLC, Software Project..., Requirements Analysis, SOA, SQL, Web Services, Oracle, XML, Agile Methodologies, Java Enterprise Edition, Microsoft SQL Server, PL/SQL
Education
Andhra University 1999 — 2003
B.E, Electronics and Communication
Siddhartha school 1997 — 1999
intermediate (+2)
Naresh Yalamanchili's TD Ameritrade Experience 2009 - 2010
Job Performance Analyst at Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2010 - Present
TD Ameritrade 2009 - 2010
FEPOC 2009 - 2009
MetLife March 2006 - December 2008
Birlasoft 2007 - 2008
metlife 2006 - 2008
Fred Meyer 2005 - 2006
Education
Atomic Energy Central School 1992 — 1993
10, school
Madras University
Northumbria University
Ernst & Young March 2010 - Present
TD Ameritrade 2009 - 2010
FEPOC 2009 - 2009
MetLife March 2006 - December 2008
Birlasoft 2007 - 2008
metlife 2006 - 2008
Fred Meyer 2005 - 2006
Education
Atomic Energy Central School 1992 — 1993
10, school
Madras University
Northumbria University
Jennifer Dondero's TD Ameritrade Experience March 2004 - May 2005
Job Certified Tutor at WyzAnt Tutoring
Industry Education Management
Experience
WyzAnt Tutoring December 2012 - Present
Logan Simpson Inc. June 2015 - September 2015
City of Santiago de los Caballeros July 2014 - August 2014
MiraCosta College July 2012 - December 2013
MiraCosta College May 2012 - May 2013
USMC February 2006 - February 2011
TD Ameritrade March 2004 - May 2005
Skills
Firearms, Weapons, Military, Community Outreach, Public Speaking, Counterterrorism, Security Clearance, Tactics, Logistics, Communication, Police, Enforcement, Executive Protection, First Aid, Tutoring, Presentations, Training Facilitation, Team Facilitation, Team Building..., Ideas Development, Zoning, Ordinances, Socio-economic Research, Data Analysis, Microsoft Office, GIS, Quantum GIS, Training, PowerPoint, Policy, Teaching, Event Planning, Management, Research
Education
Arizona State University 2013 — 2015
Urban Planning, Urban Studies/Affairs, A+
MiraCosta College 2011 — 2013
A.A in Liberal Arts with an emphasis in Multicultural Studies, Education
Allied Business School 2008 — 2009
Real Estate Certification, Real Estate
WyzAnt Tutoring December 2012 - Present
Logan Simpson Inc. June 2015 - September 2015
City of Santiago de los Caballeros July 2014 - August 2014
MiraCosta College July 2012 - December 2013
MiraCosta College May 2012 - May 2013
USMC February 2006 - February 2011
TD Ameritrade March 2004 - May 2005
Skills
Firearms, Weapons, Military, Community Outreach, Public Speaking, Counterterrorism, Security Clearance, Tactics, Logistics, Communication, Police, Enforcement, Executive Protection, First Aid, Tutoring, Presentations, Training Facilitation, Team Facilitation, Team Building..., Ideas Development, Zoning, Ordinances, Socio-economic Research, Data Analysis, Microsoft Office, GIS, Quantum GIS, Training, PowerPoint, Policy, Teaching, Event Planning, Management, Research
Education
Arizona State University 2013 — 2015
Urban Planning, Urban Studies/Affairs, A+
MiraCosta College 2011 — 2013
A.A in Liberal Arts with an emphasis in Multicultural Studies, Education
Allied Business School 2008 — 2009
Real Estate Certification, Real Estate
Daniel Hardoon's TD Ameritrade Experience September 2006 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade September 2006 - May 2009
Education
Arizona State University 1986 — 1990
BA, English
TD Ameritrade September 2006 - May 2009
Education
Arizona State University 1986 — 1990
BA, English
Pradeep Melam's TD Ameritrade Experience November 2010 - Present
Job Sr Consultant in Microsoft Technologies
Industry Information Services
Experience
TD Ameritrade November 2010 - Present
E-Business International Inc October 2006 - Present
Broadridge - Brokerage Accounts Service - Jersey City, NJ April 2010 - November 2010
TD Ameritrade January 2008 - March 2010
Acai Solutions November 2007 - January 2008
Bank of New York Mellon October 2006 - November 2007
Mphasis November 2005 - October 2006
Wachovia, A Wells Fargo Company December 2004 - November 2005
Cognizant Technology Solutions November 2003 - November 2005
Polaris Software Lab June 2000 - October 2003
Skills
C#, SQL Server 2000-2008, FIX, Message Development, Sql Server Integration..., Sql Server Service..., WCF, ADO.NET, ASP.NET, Agile Methodologies, Agile Project Management, Microsoft SQL Server, Oracle, SDLC, SSIS, Web Services
Education
Andhra University 1995 — 1999
B.E., Electronics and Electrical Engineering
TD Ameritrade November 2010 - Present
E-Business International Inc October 2006 - Present
Broadridge - Brokerage Accounts Service - Jersey City, NJ April 2010 - November 2010
TD Ameritrade January 2008 - March 2010
Acai Solutions November 2007 - January 2008
Bank of New York Mellon October 2006 - November 2007
Mphasis November 2005 - October 2006
Wachovia, A Wells Fargo Company December 2004 - November 2005
Cognizant Technology Solutions November 2003 - November 2005
Polaris Software Lab June 2000 - October 2003
Skills
C#, SQL Server 2000-2008, FIX, Message Development, Sql Server Integration..., Sql Server Service..., WCF, ADO.NET, ASP.NET, Agile Methodologies, Agile Project Management, Microsoft SQL Server, Oracle, SDLC, SSIS, Web Services
Education
Andhra University 1995 — 1999
B.E., Electronics and Electrical Engineering
Aleksey Zemnitskiy's TD Ameritrade Experience June 2009 - January 2012
Job Founder & CEO at PortfolioEffect
Industry Financial Services
Experience
PortfolioEffect January 2012 - Present
TD Ameritrade June 2009 - January 2012
Alfa-Bank June 2007 - September 2007
Skills
Risk Management, Options, Securities, Equities, Capital Markets, Derivatives, Financial Modeling, VBA, Stata, Financial Technology, Electronic Trading, Trading Systems, Trading, Financial Markets, Bloomberg, Low Latency
Education
Columbia University in the City of New York 2008 — 2009
M.A., Mathematics of Finance
University of London 2005 — 2008
Bachelor of Arts (B.A.), Banking and Finance
State University — Higher School of Economics 2004 — 2008
Bachelor of Science (BSc), Economics
PortfolioEffect January 2012 - Present
TD Ameritrade June 2009 - January 2012
Alfa-Bank June 2007 - September 2007
Skills
Risk Management, Options, Securities, Equities, Capital Markets, Derivatives, Financial Modeling, VBA, Stata, Financial Technology, Electronic Trading, Trading Systems, Trading, Financial Markets, Bloomberg, Low Latency
Education
Columbia University in the City of New York 2008 — 2009
M.A., Mathematics of Finance
University of London 2005 — 2008
Bachelor of Arts (B.A.), Banking and Finance
State University — Higher School of Economics 2004 — 2008
Bachelor of Science (BSc), Economics
Karen Bennett's TD Ameritrade Experience August 2006 - Present
Job Sr. Manager/Regional, Branch Operations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2006 - Present
BNSF Railway July 1998 - August 2006
Axios January 1999 - July 2000
American Bankers 1989 - 1996
Foremost Insurance Company 1985 - 1989
Associates Finacial Services 1978 - 1985
Skills
Risk Management, Management, Vendor Management, Cross-functional Team..., Leadership, Training, Budgets, Finance, Program Management, Relationship Management, Human Resources, Series 63, Mutual Funds, Portfolio Management, Project Planning, Series 24, Series 7, FINRA, Investments, Corporate Real Estate, Sustainable Design, Lease Negotiations, Financial Services
Education
CoreNet 2012 — 2015
MCR
Institut français de Mécanique avancée 2009 — 2012
FMP, Facilities Planning and Management
Leonard's Training Program 1986 — 1986
Licensed, Property and Casualty Insurance
Grapevine
TD Ameritrade August 2006 - Present
BNSF Railway July 1998 - August 2006
Axios January 1999 - July 2000
American Bankers 1989 - 1996
Foremost Insurance Company 1985 - 1989
Associates Finacial Services 1978 - 1985
Skills
Risk Management, Management, Vendor Management, Cross-functional Team..., Leadership, Training, Budgets, Finance, Program Management, Relationship Management, Human Resources, Series 63, Mutual Funds, Portfolio Management, Project Planning, Series 24, Series 7, FINRA, Investments, Corporate Real Estate, Sustainable Design, Lease Negotiations, Financial Services
Education
CoreNet 2012 — 2015
MCR
Institut français de Mécanique avancée 2009 — 2012
FMP, Facilities Planning and Management
Leonard's Training Program 1986 — 1986
Licensed, Property and Casualty Insurance
Grapevine
Priti Pradhan's TD Ameritrade Experience March 2014 - Present
Job Consultant at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2014 - Present
iGATE November 2012 - March 2014
iGATE March 2012 - October 2012
iGATE August 2011 - January 2012
iGATE July 2010 - July 2011
iGATE December 2005 - June 2010
Skills
Oracle, PL/SQL, Unix, Microsoft SQL Server, SQL, Requirements Analysis, SDLC, C++ Language, Perl, Sybase, Finance, Equity Trading, Electronic Trading..., FIX, Futures Trading, Spreads, STLC, Test Planning, Test Strategy, Unix Shell Scripting, Awk, Shell Scripting
Education
Maharshi Karve Stree Shikshan Sanstha's Cummins College Of Engineering For Women 2001 — 2005
Bachelor of Engineering (BEng), Computer Science
TD Ameritrade March 2014 - Present
iGATE November 2012 - March 2014
iGATE March 2012 - October 2012
iGATE August 2011 - January 2012
iGATE July 2010 - July 2011
iGATE December 2005 - June 2010
Skills
Oracle, PL/SQL, Unix, Microsoft SQL Server, SQL, Requirements Analysis, SDLC, C++ Language, Perl, Sybase, Finance, Equity Trading, Electronic Trading..., FIX, Futures Trading, Spreads, STLC, Test Planning, Test Strategy, Unix Shell Scripting, Awk, Shell Scripting
Education
Maharshi Karve Stree Shikshan Sanstha's Cummins College Of Engineering For Women 2001 — 2005
Bachelor of Engineering (BEng), Computer Science
Diane L. Roach, LMSW's TD Ameritrade Experience April 2003 - July 2011
Job Professional Business and Life Coach
Industry Professional Training & Coaching
Experience
Gestalt Center Of Long Island January 2015 - Present
Diane L. Roach, LLC August 2011 - Present
South Oaks Hospital September 2011 - March 2015
TD Ameritrade April 2003 - July 2011
Charles Schwab & Co October 1982 - April 2003
Skills
Leadership, Recruiting, Psychotherapy, Personal Development, Coaching, Retirement Planning, Leadership Development, Mutual Funds, Sales Management, Investments, CRM, Executive Coaching, Program Management, Training, Public Speaking, Strategic Financial..., Employee Relations, Psychology, Relationship Management, Financial Advisory, Sales, Retirement, Team Building, Employee Training, Series 63, Organizational..., Life Transitions, Business Coaching, Group Therapy, Individual Counselling
Education
Adelphi University
MSW, Social Work
Gestalt Center of Long Island
Certified Gestalt Therapist
Gestalt Center Of Long Island January 2015 - Present
Diane L. Roach, LLC August 2011 - Present
South Oaks Hospital September 2011 - March 2015
TD Ameritrade April 2003 - July 2011
Charles Schwab & Co October 1982 - April 2003
Skills
Leadership, Recruiting, Psychotherapy, Personal Development, Coaching, Retirement Planning, Leadership Development, Mutual Funds, Sales Management, Investments, CRM, Executive Coaching, Program Management, Training, Public Speaking, Strategic Financial..., Employee Relations, Psychology, Relationship Management, Financial Advisory, Sales, Retirement, Team Building, Employee Training, Series 63, Organizational..., Life Transitions, Business Coaching, Group Therapy, Individual Counselling
Education
Adelphi University
MSW, Social Work
Gestalt Center of Long Island
Certified Gestalt Therapist
Devon Brosnahan's TD Ameritrade Experience January 2007 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2007 - Present
TD Ameritrade January 2007 - Present
Skills
Mutual Funds, Series 63, Financial Services, Investments, Series 7, Asset Allocation, Wealth Management, Securities, Sales, Finance, Risk Management, Portfolio Management, Retirement Planning
Education
AIB College of Business 2001 — 2004
Associate's degree, Sales and Marketing
TD Ameritrade January 2007 - Present
TD Ameritrade January 2007 - Present
Skills
Mutual Funds, Series 63, Financial Services, Investments, Series 7, Asset Allocation, Wealth Management, Securities, Sales, Finance, Risk Management, Portfolio Management, Retirement Planning
Education
AIB College of Business 2001 — 2004
Associate's degree, Sales and Marketing
Jeffrey Klever's TD Ameritrade Experience September 2007 - November 2012
Job Senior Vice President Investments Investment Advisor
Industry Financial Services
Experience
The Mutual Fund Store November 2012 - Present
TD Ameritrade September 2007 - November 2012
Wells Fargo Investments May 2006 - September 2007
Charles Schwab 1998 - 2005
Skills
Series 3, series 4, Series 7, Series 8, Series 24, Series 63, Series 66, Sales, Sales Presentations, Investment Portfolio, Wealth Management, Trading, Derivatives, Options Strategies, Fixed Income, Public Speaking, Mutual Funds, Investments, Options, Retirement Planning, Personal Financial..., FINRA, Strategic Financial..., Financial Markets, Technical Analysis, Risk Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Investment Advisory, Alternative Investments, Equities, Finance, Financial Advisory, Investment Strategies, Social Security, Banking, Retirement, Financial Services, Bonds, Credit, Hedge Funds, 401k, Investment Management, Hedging, IRAs, Estate Planning, Stocks, Capital Markets
Education
Arizona State University
Bachelor of Science (B.S.), Finance
The Mutual Fund Store November 2012 - Present
TD Ameritrade September 2007 - November 2012
Wells Fargo Investments May 2006 - September 2007
Charles Schwab 1998 - 2005
Skills
Series 3, series 4, Series 7, Series 8, Series 24, Series 63, Series 66, Sales, Sales Presentations, Investment Portfolio, Wealth Management, Trading, Derivatives, Options Strategies, Fixed Income, Public Speaking, Mutual Funds, Investments, Options, Retirement Planning, Personal Financial..., FINRA, Strategic Financial..., Financial Markets, Technical Analysis, Risk Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Investment Advisory, Alternative Investments, Equities, Finance, Financial Advisory, Investment Strategies, Social Security, Banking, Retirement, Financial Services, Bonds, Credit, Hedge Funds, 401k, Investment Management, Hedging, IRAs, Estate Planning, Stocks, Capital Markets
Education
Arizona State University
Bachelor of Science (B.S.), Finance
Kristi Winton's TD Ameritrade Experience May 2014 - Present
Job Contractor Agency Associate at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
State National Companies May 2012 - April 2014
Aerotek 2012 - 2012
McCoy Myers and Associates December 2001 - April 2011
KBK Capital Corporation June 2000 - June 2001
American Sling June 1999 - June 2000
Tandy Corporation November 1996 - May 1999
Tandy Corporation August 1995 - September 1996
Skills
Microsoft Excel, Microsoft Word, Outlook, Account Reconciliation, General Ledger, Invoicing, Administrative..., Accounts Receivable, Lockbox, Microsoft Office, Customer Service, Employment Verifications, Document Management, Deposits, ACH, Reports, Banking, Employee Training, Process Improvement, Software Documentation, Training, Leadership, Employee Benefits, Access, Human Resources, Accounting, Spreadsheets, Data Entry, Budgets, Payroll, Employee Relations, Call Centers, Auditing, Sales, Recruiting, Inventory Management, Interviews, PeopleSoft, Onboarding, Insurance, Office Management, 10 Key, Team Leadership, Vendor Management, Benefits Administration, Management, HRIS, Operations Management, Telephone Skills
Education
Ashworth University 2007 — 2008
Incomplete, Accounting, 4.0
TD Ameritrade May 2014 - Present
State National Companies May 2012 - April 2014
Aerotek 2012 - 2012
McCoy Myers and Associates December 2001 - April 2011
KBK Capital Corporation June 2000 - June 2001
American Sling June 1999 - June 2000
Tandy Corporation November 1996 - May 1999
Tandy Corporation August 1995 - September 1996
Skills
Microsoft Excel, Microsoft Word, Outlook, Account Reconciliation, General Ledger, Invoicing, Administrative..., Accounts Receivable, Lockbox, Microsoft Office, Customer Service, Employment Verifications, Document Management, Deposits, ACH, Reports, Banking, Employee Training, Process Improvement, Software Documentation, Training, Leadership, Employee Benefits, Access, Human Resources, Accounting, Spreadsheets, Data Entry, Budgets, Payroll, Employee Relations, Call Centers, Auditing, Sales, Recruiting, Inventory Management, Interviews, PeopleSoft, Onboarding, Insurance, Office Management, 10 Key, Team Leadership, Vendor Management, Benefits Administration, Management, HRIS, Operations Management, Telephone Skills
Education
Ashworth University 2007 — 2008
Incomplete, Accounting, 4.0
Adam Winslow's TD Ameritrade Experience August 2012 - Present
Job Account service representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2012 - Present
TD Ameritrade July 2011 - August 2012
AARP January 2011 - April 2011
AARP January 2008 - April 2009
Skills
Financial Services, Training, Microsoft Excel, Wealth Management, Mutual Funds, PowerPoint, Sales, Investments, Banking, FINRA, Leadership, Portfolio Management, Account Management, IRAs, Investment Portfolios, Investment Banking, Options, Bonds, Investment Strategies, Margin, Qualified Retirement..., Fiscal Policy, Monetary Policy, Mathematics, Salesforce.com, Account Maintenance, Bilingual, ACH, Payment Services, New Account Opening, Lean Thinking, Cash Management, 401k Rollovers, Stock Market, Customer Service, Management, Credit, Wire Transfers, Loans, Stock Trading, Anti Money Laundering, Personal Income Tax..., Tax Law, Data Entry, Uniform Combined State..., Series 24
Education
The University of Texas at Arlington 2005 — 2011
Business Bachelor Of Art, Marketing
駒沢大学 / Komazawa University 2010 — 2010
Study Aborad
Stanford University
Adult and Continuing Education and Teaching
TD Ameritrade August 2012 - Present
TD Ameritrade July 2011 - August 2012
AARP January 2011 - April 2011
AARP January 2008 - April 2009
Skills
Financial Services, Training, Microsoft Excel, Wealth Management, Mutual Funds, PowerPoint, Sales, Investments, Banking, FINRA, Leadership, Portfolio Management, Account Management, IRAs, Investment Portfolios, Investment Banking, Options, Bonds, Investment Strategies, Margin, Qualified Retirement..., Fiscal Policy, Monetary Policy, Mathematics, Salesforce.com, Account Maintenance, Bilingual, ACH, Payment Services, New Account Opening, Lean Thinking, Cash Management, 401k Rollovers, Stock Market, Customer Service, Management, Credit, Wire Transfers, Loans, Stock Trading, Anti Money Laundering, Personal Income Tax..., Tax Law, Data Entry, Uniform Combined State..., Series 24
Education
The University of Texas at Arlington 2005 — 2011
Business Bachelor Of Art, Marketing
駒沢大学 / Komazawa University 2010 — 2010
Study Aborad
Stanford University
Adult and Continuing Education and Teaching
Brigot Onumbu's TD Ameritrade Experience September 2005 - April 2013
Job Insurance Solutions
Industry Financial Services
Experience
TZ Insurance Solutions October 2013 - Present
Municipal Finance July 2013 - November 2013
TD Ameritrade September 2005 - April 2013
Skills
Financial Advisor, Financial Planner, Financial Sales, Series 7, Fixed Annuities, Investments, Estate Planning, Retirement, Insurance, Securities, Financial Services, Retirement Planning, Uniform Combined State..., Mutual Funds, Wealth Management, Strategic Financial..., 401k, Financial Planners, Disability Insurance, IRAs, Life Insurance, Series 63, Wealth, FINRA, Investment Management, Term Life Insurance, Financial Analysis, Trading, Investment Advisory
Education
American InterContinental University 2012 — 2014
Master's degree, Master of Science in Finance (MSF)
TZ Insurance Solutions October 2013 - Present
Municipal Finance July 2013 - November 2013
TD Ameritrade September 2005 - April 2013
Skills
Financial Advisor, Financial Planner, Financial Sales, Series 7, Fixed Annuities, Investments, Estate Planning, Retirement, Insurance, Securities, Financial Services, Retirement Planning, Uniform Combined State..., Mutual Funds, Wealth Management, Strategic Financial..., 401k, Financial Planners, Disability Insurance, IRAs, Life Insurance, Series 63, Wealth, FINRA, Investment Management, Term Life Insurance, Financial Analysis, Trading, Investment Advisory
Education
American InterContinental University 2012 — 2014
Master's degree, Master of Science in Finance (MSF)
Ken Angel's TD Ameritrade Experience January 2011 - Present
Job Business Intelligence Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
TD Ameritrade February 2009 - December 2010
TD Ameritrade January 2008 - February 2009
Skills
Netezza, SQL Server, Crystal Reports, Data Analysis, Data Mining, Database Design, ASP.NET, Data Warehousing, Business Intelligence, Business Analysis, Web Application Design, Microsoft SQL Server, Financial Services, SDLC, Oracle, Management, Series 7, Leadership, Workforce Management, VBScript, AJAX, Report Writing, Oracle SQL, People Management, JMP, Presenter, Business Objects, REST, SOAP, series 24, series 4, Cross-functional Team..., Risk Management
Education
The University of Texas at Arlington 2002 — 2005
Computer science and engineering
Angelo State University 2000 — 2001
Computer science and engineering
TD Ameritrade January 2011 - Present
TD Ameritrade February 2009 - December 2010
TD Ameritrade January 2008 - February 2009
Skills
Netezza, SQL Server, Crystal Reports, Data Analysis, Data Mining, Database Design, ASP.NET, Data Warehousing, Business Intelligence, Business Analysis, Web Application Design, Microsoft SQL Server, Financial Services, SDLC, Oracle, Management, Series 7, Leadership, Workforce Management, VBScript, AJAX, Report Writing, Oracle SQL, People Management, JMP, Presenter, Business Objects, REST, SOAP, series 24, series 4, Cross-functional Team..., Risk Management
Education
The University of Texas at Arlington 2002 — 2005
Computer science and engineering
Angelo State University 2000 — 2001
Computer science and engineering
Cody Schoenfeld's TD Ameritrade Experience June 2006 - April 2007
Job Senior Technical Writer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
TIAA-CREF April 2007 - September 2009
TD Ameritrade June 2006 - April 2007
Old Mutual Capital May 2005 - May 2006
Invesco March 1999 - May 2005
Education
Angelo State University 1991 — 1996
Bachelor's degree, Animal Science; with supporting concentration in Business Management
TIAA-CREF October 2009 - Present
TIAA-CREF April 2007 - September 2009
TD Ameritrade June 2006 - April 2007
Old Mutual Capital May 2005 - May 2006
Invesco March 1999 - May 2005
Education
Angelo State University 1991 — 1996
Bachelor's degree, Animal Science; with supporting concentration in Business Management
Raja Nukala's TD Ameritrade Experience April 2013 - Present
Job Sap Basis/Security Admin at TD Ameritrade
Industry Information Technology and Services
Experience
CodeForce 360 December 2012 - Present
TD Ameritrade April 2013 - Present
Bsnf Railway Co March 2012 - March 2013
FedEx Services August 2010 - February 2012
Skills
SAP Basis, Sap Security, SAP Basis/Security Admin, SAP TDMS, SAP ERP, SAP BI, SAP CRM, SAP BW, Load Balancing, SAP Netweaver, SolMan, Microsoft SQL Server, MsSQL, SAP Portal, SAP XI, SAP Security..., SD, SAP SRM, SAP R/3, Enterprise Portals, MySQL, SAP Solutions, SAP HR, SAP Implementation, SAP
Education
Andhra University
Computer Science Engineering, Bachelor in Technology
The University of Memphis
CodeForce 360 December 2012 - Present
TD Ameritrade April 2013 - Present
Bsnf Railway Co March 2012 - March 2013
FedEx Services August 2010 - February 2012
Skills
SAP Basis, Sap Security, SAP Basis/Security Admin, SAP TDMS, SAP ERP, SAP BI, SAP CRM, SAP BW, Load Balancing, SAP Netweaver, SolMan, Microsoft SQL Server, MsSQL, SAP Portal, SAP XI, SAP Security..., SD, SAP SRM, SAP R/3, Enterprise Portals, MySQL, SAP Solutions, SAP HR, SAP Implementation, SAP
Education
Andhra University
Computer Science Engineering, Bachelor in Technology
The University of Memphis
Nicholas Bronson's TD Ameritrade Experience September 2009 - March 2013
Job Financial Advisor at USAA
Industry Financial Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.