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.
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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
Nicholas Nalbach Nicholas Nalbach's TD Ameritrade Experience September 2014 - November 2014
Job Human Resources Intern at Benaissance
Industry Financial Services
Experience
Benaissance December 2014 - Present
Creighton University September 2013 - Present
TD Ameritrade September 2014 - November 2014
Chemung Canal Trust Company June 2014 - August 2014
Able2 May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, PowerPoint, Marketing, Facebook, Time Management, Accounts Receivable, Account Reconciliation, Financial Analysis, Access, Data Analysis, Outlook
Education
Creighton University 2012 — 2016
Finance & Human Resources Management
Benaissance December 2014 - Present
Creighton University September 2013 - Present
TD Ameritrade September 2014 - November 2014
Chemung Canal Trust Company June 2014 - August 2014
Able2 May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, PowerPoint, Marketing, Facebook, Time Management, Accounts Receivable, Account Reconciliation, Financial Analysis, Access, Data Analysis, Outlook
Education
Creighton University 2012 — 2016
Finance & Human Resources Management
Joshua Sapp's TD Ameritrade Experience March 2014 - September 2014
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones September 2014 - Present
TD Ameritrade March 2014 - September 2014
ARMtech Insurance Services Inc. January 2014 - March 2014
Auburn Agency Crop June 2013 - August 2013
Great Plains Appraisal May 2010 - April 2013
Skills
Training, Insurance, Software Documentation, Customer Service, Leadership, Project Management, Access, Microsoft Office, Public Speaking, Team Building, Process Improvement, Business Analysis, Management, Strategic Planning, Microsoft Excel
Education
Doane College 2010 — 2013
Bachelor's Degree, Business Administration, Ecomonics
Edward Jones September 2014 - Present
TD Ameritrade March 2014 - September 2014
ARMtech Insurance Services Inc. January 2014 - March 2014
Auburn Agency Crop June 2013 - August 2013
Great Plains Appraisal May 2010 - April 2013
Skills
Training, Insurance, Software Documentation, Customer Service, Leadership, Project Management, Access, Microsoft Office, Public Speaking, Team Building, Process Improvement, Business Analysis, Management, Strategic Planning, Microsoft Excel
Education
Doane College 2010 — 2013
Bachelor's Degree, Business Administration, Ecomonics
Stefanie Crisp-Hamen's TD Ameritrade Experience January 2006 - August 2006
Job Entering the work force
Industry Marketing and Advertising
Experience
Home January 2012 - Present
WellCare September 2011 - January 2012
Walgreens January 2008 - September 2011
TD Ameritrade January 2006 - August 2006
Skills
Pharmacy Technicians, Marketing Communications, Marketing, Social Skills, Strategic Planning, Time Management, Sales
Education
Hillsborough Community College 2009 — 2010
No degree, Science
Delaware County Community College 2007 — 2008
No degree, Physical Sciences - I really enjoy science classes.
Texas State University-San Marcos 1992 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Home January 2012 - Present
WellCare September 2011 - January 2012
Walgreens January 2008 - September 2011
TD Ameritrade January 2006 - August 2006
Skills
Pharmacy Technicians, Marketing Communications, Marketing, Social Skills, Strategic Planning, Time Management, Sales
Education
Hillsborough Community College 2009 — 2010
No degree, Science
Delaware County Community College 2007 — 2008
No degree, Physical Sciences - I really enjoy science classes.
Texas State University-San Marcos 1992 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Stacey Watson Stacey Watson's TD Ameritrade Experience October 1998 - Present
Job Development and Design Specialist
Industry Financial Services
Experience
TD AMERITRADE October 1998 - Present
Cloud 9 Parties July 2012 - Present
Petlane February 2009 - March 2011
Skills
Coaching, Team Building, Call Center, Social Media, Newsletters, Project Management, Training, Retail, Team Leadership, Call Centers, Sales, Small Business, Social Networking, Leadership Development, Marketing, Staff Development, Leadership, Management
Education
Creighton University 1987 — 1991
BSW, Social Work
Creighton University 1987 — 1991
Bachelor's Degree, Social Work
TD AMERITRADE October 1998 - Present
Cloud 9 Parties July 2012 - Present
Petlane February 2009 - March 2011
Skills
Coaching, Team Building, Call Center, Social Media, Newsletters, Project Management, Training, Retail, Team Leadership, Call Centers, Sales, Small Business, Social Networking, Leadership Development, Marketing, Staff Development, Leadership, Management
Education
Creighton University 1987 — 1991
BSW, Social Work
Creighton University 1987 — 1991
Bachelor's Degree, Social Work
Scott Farris Scott Farris's TD Ameritrade Experience November 2001 - March 2012
Job Experienced IT Project, Program and Porfolio Manager
Industry Financial Services
Experience
Gavilon Group, LLC January 2013 - February 2014
TD Ameritrade November 2001 - March 2012
TD Ameritrade April 1999 - November 2001
TD Ameritrade September 1997 - March 1999
TD Ameritrade February 1996 - August 1997
Alegent Creighton Health April 1995 - January 1996
US Navy January 1987 - January 1991
Skills
Portfolio Management, Risk Management, Securities, Series 7, Equities, Trading Systems, Operations Management, Product Development, Program Management, Project Management, Business Analysis, Integration, Requirements Analysis, Trading, Project Planning, Analysis, Business Requirements, Data Center, Financial Services, Management, Leadership, Mutual Funds, Options, Process Improvement, Software Project..., Strategic Planning, Strategy
Education
Creighton University 1991 — 1995
Bachelor of Science, Finance
Gavilon Group, LLC January 2013 - February 2014
TD Ameritrade November 2001 - March 2012
TD Ameritrade April 1999 - November 2001
TD Ameritrade September 1997 - March 1999
TD Ameritrade February 1996 - August 1997
Alegent Creighton Health April 1995 - January 1996
US Navy January 1987 - January 1991
Skills
Portfolio Management, Risk Management, Securities, Series 7, Equities, Trading Systems, Operations Management, Product Development, Program Management, Project Management, Business Analysis, Integration, Requirements Analysis, Trading, Project Planning, Analysis, Business Requirements, Data Center, Financial Services, Management, Leadership, Mutual Funds, Options, Process Improvement, Software Project..., Strategic Planning, Strategy
Education
Creighton University 1991 — 1995
Bachelor of Science, Finance
Jordan Freeman Jordan Freeman's TD Ameritrade Experience May 2014 - July 2014
Job Helping companies manage their IT networks
Industry Information Technology and Services
Experience
NPower (nonprofit) January 2014 - Present
Mosholu Montefiore Community Center June 2011 - August 2014
TD Ameritrade May 2014 - July 2014
2020 Companies March 2010 - October 2010
1199 SEIU Child Care Corp. September 2007 - October 2008
Skills
CompTIA A+ Certification, Cisco Networking, Computer Hardware, Interpersonal Skill, Youth Mentoring, Creative Problem Solving, Customer Service, Network Performance..., Microsoft Word, Child Development, System Maintenance, Sports Coaching, Critical Thinking, Athletic Training, Peer Leadership, PowerPoint, Situational Leadership, problem
Education
Streetwise Partners 2014 — 2014
Career Ventures Program
CUNY New York City College of Technology 2010 — 2011
Human Services, General, 3.1 GPA
High School for Contemporary Arts 2006 — 2007
High School Diploma
NPower (nonprofit) January 2014 - Present
Mosholu Montefiore Community Center June 2011 - August 2014
TD Ameritrade May 2014 - July 2014
2020 Companies March 2010 - October 2010
1199 SEIU Child Care Corp. September 2007 - October 2008
Skills
CompTIA A+ Certification, Cisco Networking, Computer Hardware, Interpersonal Skill, Youth Mentoring, Creative Problem Solving, Customer Service, Network Performance..., Microsoft Word, Child Development, System Maintenance, Sports Coaching, Critical Thinking, Athletic Training, Peer Leadership, PowerPoint, Situational Leadership, problem
Education
Streetwise Partners 2014 — 2014
Career Ventures Program
CUNY New York City College of Technology 2010 — 2011
Human Services, General, 3.1 GPA
High School for Contemporary Arts 2006 — 2007
High School Diploma
Carlos Menicucci's TD Ameritrade Experience March 2014 - Present
Job Broker at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
DC Volunteer Lawyers Project June 2013 - August 2013
DC Board of Elections April 2013 - 2013
Nexcro Corp 2011 - 2013
Skills
Corporate Finance, Financial Accounting, Spanish-English, Microsoft Excel, Legal Contract Review, Equities, Investments, Risk Management, Financial Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Science (M.S.), Finance, General
University of Maryland School of Law 2013 — 2013
Northeastern University
Bachelor of Science (B.S.), Accounting and Finance
TD Ameritrade March 2014 - Present
DC Volunteer Lawyers Project June 2013 - August 2013
DC Board of Elections April 2013 - 2013
Nexcro Corp 2011 - 2013
Skills
Corporate Finance, Financial Accounting, Spanish-English, Microsoft Excel, Legal Contract Review, Equities, Investments, Risk Management, Financial Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Science (M.S.), Finance, General
University of Maryland School of Law 2013 — 2013
Northeastern University
Bachelor of Science (B.S.), Accounting and Finance
Laura A. Olderog Laura A. Olderog's TD Ameritrade Experience 2000 - 2002
Job
Industry Fund-Raising
Experience
Creighton University April 2012 - Present
Raise the Bar Consulting June 2010 - April 2012
National Office Furniture 2005 - February 2011
Ames Color-File 2003 - 2005
USBI - US Business Interiors 2002 - 2003
TD Ameritrade 2000 - 2002
3M September 1995 - October 2000
Skills
Strategic Planning, Strategy, Sales Process, Sales, Sales Management, CRM, Direct Sales, Cold Calling, B2B, Marketing Strategy, Building Relationships, Pricing Strategy, Product Launch, Group Purchasing, Fundraising, Negotiation, Selling, Customer Negotiations, Training & Development, Partner Relationship..., Mro, Oem, Advance, Partner Management, Oracle Enterprise..., Employee Training, Sales Operations, Marketing, Management, Business Development, Leadership, Account Management, New Business Development, Social Media
Education
Creighton University's Heider College of Business
BSBA
Creighton University April 2012 - Present
Raise the Bar Consulting June 2010 - April 2012
National Office Furniture 2005 - February 2011
Ames Color-File 2003 - 2005
USBI - US Business Interiors 2002 - 2003
TD Ameritrade 2000 - 2002
3M September 1995 - October 2000
Skills
Strategic Planning, Strategy, Sales Process, Sales, Sales Management, CRM, Direct Sales, Cold Calling, B2B, Marketing Strategy, Building Relationships, Pricing Strategy, Product Launch, Group Purchasing, Fundraising, Negotiation, Selling, Customer Negotiations, Training & Development, Partner Relationship..., Mro, Oem, Advance, Partner Management, Oracle Enterprise..., Employee Training, Sales Operations, Marketing, Management, Business Development, Leadership, Account Management, New Business Development, Social Media
Education
Creighton University's Heider College of Business
BSBA
Melissa Simmons, PMP, CSM's TD Ameritrade Experience April 2014 - Present
Job Project Management Consultant at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2014 - Present
Experian November 2011 - April 2014
Aviva plc September 2010 - December 2010
Network Engineering Technologies February 2010 - August 2010
Thrivent Financial for Lutherans July 2009 - December 2009
Principal Financial Group June 2005 - December 2008
Wells Fargo October 2004 - April 2005
Alliance Technologies 2000 - 2004
Physicians Mutual 1996 - 1999
Skills
MS Project, Business Process, Project Management, Project Planning, Project Portfolio..., PMP, Certified Scrum Master..., Agile Project Management, Management, Analysis, Agile Methodologies, Leadership, Team Leadership, Microsoft Project
Education
International Institute of Learning 2006 — 2008
Project Management Continuing Education
Des Moines Area Community College 2000 — 2001
Health Sciences
University of Nebraska-Lincoln 1993 — 1995
Music Education
TD Ameritrade April 2014 - Present
Experian November 2011 - April 2014
Aviva plc September 2010 - December 2010
Network Engineering Technologies February 2010 - August 2010
Thrivent Financial for Lutherans July 2009 - December 2009
Principal Financial Group June 2005 - December 2008
Wells Fargo October 2004 - April 2005
Alliance Technologies 2000 - 2004
Physicians Mutual 1996 - 1999
Skills
MS Project, Business Process, Project Management, Project Planning, Project Portfolio..., PMP, Certified Scrum Master..., Agile Project Management, Management, Analysis, Agile Methodologies, Leadership, Team Leadership, Microsoft Project
Education
International Institute of Learning 2006 — 2008
Project Management Continuing Education
Des Moines Area Community College 2000 — 2001
Health Sciences
University of Nebraska-Lincoln 1993 — 1995
Music Education
Patrick Wu Patrick Wu's TD Ameritrade Experience January 2015 - Present
Job Senior Financial Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade November 2010 - January 2015
West Corporation May 2009 - November 2010
Deloitte September 2006 - May 2010
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Equities, Investments, Valuation, Mutual Funds, Bloomberg, Corporate Finance, Investment Strategies, Finance, Portfolio Management, Asset Management, Financial Planning
Education
Creighton University 2002 — 2006
Bachelor's Degree, Accounting and Finance, Magna cum Laude
TD Ameritrade January 2015 - Present
TD Ameritrade November 2010 - January 2015
West Corporation May 2009 - November 2010
Deloitte September 2006 - May 2010
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Equities, Investments, Valuation, Mutual Funds, Bloomberg, Corporate Finance, Investment Strategies, Finance, Portfolio Management, Asset Management, Financial Planning
Education
Creighton University 2002 — 2006
Bachelor's Degree, Accounting and Finance, Magna cum Laude
Pete Sherman Pete Sherman's TD Ameritrade Experience 1992 - 1994
Job Dean of the School of Business at Western State Colorado University
Industry Education Management
Experience
Western State Colorado University August 2014 - Present
University of Evansville June 2014 - August 2014
University of Evansville August 2003 - July 2014
University of Evansville July 2011 - May 2014
University of Evansville February 2011 - July 2011
Chase 1994 - 1996
TD Ameritrade 1992 - 1994
Skills
Public Speaking, Student Development, Teaching, Research, PowerPoint, Higher Education
Education
University of Nebraska-Lincoln 1999 — 2004
Ph.D, Strategy, Entreprenuership
Creighton University 1990 — 1992
MBA, Finance
The University of Kansas 1986 — 1990
BA, Economics
University of Evansville
Western State Colorado University August 2014 - Present
University of Evansville June 2014 - August 2014
University of Evansville August 2003 - July 2014
University of Evansville July 2011 - May 2014
University of Evansville February 2011 - July 2011
Chase 1994 - 1996
TD Ameritrade 1992 - 1994
Skills
Public Speaking, Student Development, Teaching, Research, PowerPoint, Higher Education
Education
University of Nebraska-Lincoln 1999 — 2004
Ph.D, Strategy, Entreprenuership
Creighton University 1990 — 1992
MBA, Finance
The University of Kansas 1986 — 1990
BA, Economics
University of Evansville
Daniel Moulton Daniel Moulton's TD Ameritrade Experience September 2014 - Present
Job Senior Motion Graphic Design Specialist at TD Ameritrade
Industry Graphic Design
Experience
TD Ameritrade September 2014 - Present
Creative Media Group (CMG) January 2013 - September 2014
Freelance Design 2008 - 2014
Utah Valley University November 2011 - December 2012
Arizona Art Supply December 2008 - August 2009
Skills
Graphic Design, Motion Graphics, Posters, After Effects, Adobe Creative Suite, Graphics, Illustration, InDesign, Drawing, Typography, Logo Design, Illustrator, Screen Printing, Art, Layout, Photography, Flyers, Creative Problem Solving, Packaging, Brochures, Web Design, Interaction Design, OS X, Dreamweaver, Mac, Painting, Artisans, Fine Art, Motion Graphic Design, Craftsmanship, Vector Illustration, Branding & Identity
Education
Utah Valley University 2010 — 2012
Bachelor's Degree, Graphic Design
Scottsdale Artists' School 2008 — 2009
Fine Art
Dixie State College 2006 — 2008
Associate's degree, General Studies
West Jordan High School
TD Ameritrade September 2014 - Present
Creative Media Group (CMG) January 2013 - September 2014
Freelance Design 2008 - 2014
Utah Valley University November 2011 - December 2012
Arizona Art Supply December 2008 - August 2009
Skills
Graphic Design, Motion Graphics, Posters, After Effects, Adobe Creative Suite, Graphics, Illustration, InDesign, Drawing, Typography, Logo Design, Illustrator, Screen Printing, Art, Layout, Photography, Flyers, Creative Problem Solving, Packaging, Brochures, Web Design, Interaction Design, OS X, Dreamweaver, Mac, Painting, Artisans, Fine Art, Motion Graphic Design, Craftsmanship, Vector Illustration, Branding & Identity
Education
Utah Valley University 2010 — 2012
Bachelor's Degree, Graphic Design
Scottsdale Artists' School 2008 — 2009
Fine Art
Dixie State College 2006 — 2008
Associate's degree, General Studies
West Jordan High School
Bert W. Overstreet Jr. Bert W. Overstreet Jr.'s TD Ameritrade Experience 2015 - Present
Job Investment Consultant TD AMERITRADE
Industry Financial Services
Experience
TD Ameritrade 2015 - Present
Education
Davenport University
Business Administration and Management, General
TD Ameritrade 2015 - Present
Education
Davenport University
Business Administration and Management, General
Ray Girulat North Coastal Real Estate Ray Girulat North Coastal Real Estate's TD Ameritrade Experience February 2005 - November 2008
Job Licensed Realtor at The North San Diego County Association of REALTORS®
Industry Real Estate
Experience
Mission Realty Group March 2015 - Present
The North San Diego County Association of REALTORS® 2011 - Present
TD Ameritrade February 2005 - November 2008
The Retirement Group February 2001 - November 2004
Merrill Lynch March 2000 - July 2001
Nordstrom February 1988 - March 2000
Skills
Real Estate, Investments, Sales, First Time Home Buyers, Customer Service, Negotiation, Team Building, Investors, Condos, Buyer Representation, Short Sales, Sellers, Residential Homes, Investment Properties, Referrals, Buyers
Education
Certified New Home Specialist 2014 — 2014
Certificate
Residential Construction Certified 2014 — 2014
Certified New Home Specialist, New home construction and building
Mike Ferry Real Estate Training 2012 — 2014
Real Estate
Brian Buffini Peak Producers
Real Estate
California Bureau Of Real Estate
MiraCosta College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Diablo Valley College
Business Administration and Management, General
Grossmont College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Mission Realty Group March 2015 - Present
The North San Diego County Association of REALTORS® 2011 - Present
TD Ameritrade February 2005 - November 2008
The Retirement Group February 2001 - November 2004
Merrill Lynch March 2000 - July 2001
Nordstrom February 1988 - March 2000
Skills
Real Estate, Investments, Sales, First Time Home Buyers, Customer Service, Negotiation, Team Building, Investors, Condos, Buyer Representation, Short Sales, Sellers, Residential Homes, Investment Properties, Referrals, Buyers
Education
Certified New Home Specialist 2014 — 2014
Certificate
Residential Construction Certified 2014 — 2014
Certified New Home Specialist, New home construction and building
Mike Ferry Real Estate Training 2012 — 2014
Real Estate
Brian Buffini Peak Producers
Real Estate
California Bureau Of Real Estate
MiraCosta College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Diablo Valley College
Business Administration and Management, General
Grossmont College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Joshua Meadows Joshua Meadows's TD Ameritrade Experience March 2013 - Present
Job Sales Campaign Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2013 - Present
TD Ameritrade 2011 - February 2013
Wells Fargo 2010 - 2011
Wells Fargo 2010 - 2011
Discover Financial Services 2006 - 2007
Skills
Consumer Lending, Banking, Analysis, Business Analysis, Data Analysis, Credit, FHA, Finance, Loans, Management, Strategy, Refinance
Education
University of Phoenix
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dixie State College
Associate of Science (A.S.), Business Administration, Management and Operations
TD Ameritrade March 2013 - Present
TD Ameritrade 2011 - February 2013
Wells Fargo 2010 - 2011
Wells Fargo 2010 - 2011
Discover Financial Services 2006 - 2007
Skills
Consumer Lending, Banking, Analysis, Business Analysis, Data Analysis, Credit, FHA, Finance, Loans, Management, Strategy, Refinance
Education
University of Phoenix
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dixie State College
Associate of Science (A.S.), Business Administration, Management and Operations
Tammy Gaiter Tammy Gaiter's TD Ameritrade Experience October 2006 - December 2012
Job Virtual Administrative Professional
Industry Human Resources
Experience
Integrity First Administrative Consultants LLC April 2015 - Present
HealthFitness January 2013 - September 2015
TD Ameritrade October 2006 - December 2012
Home Builders Association of Metro Denver April 2004 - March 2005
Education
Creighton University 2007 — 2010
Bachelor of Arts (B.A.)
Integrity First Administrative Consultants LLC April 2015 - Present
HealthFitness January 2013 - September 2015
TD Ameritrade October 2006 - December 2012
Home Builders Association of Metro Denver April 2004 - March 2005
Education
Creighton University 2007 — 2010
Bachelor of Arts (B.A.)
Theresa Westwood Theresa Westwood's TD Ameritrade Experience September 2006 - December 2006
Job Senior Marketing Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard August 2012 - January 2015
Vanguard January 2011 - August 2012
Vanguard December 2008 - January 2011
Vanguard September 2007 - December 2008
Vanguard December 2006 - September 2007
TD Ameritrade September 2006 - December 2006
Skills
Leadership Development, Coaching and Mentoring, Advertising Compliance, Marketing, DMAIC (Six Sigma), Microsoft Word, Excel,..., General Management, Writing, Series 7, Series 24, Series 63, Series 6, Marketing Communications, Microsoft Excel, Advertising, Six Sigma, Social Media, Customer Service, Training, Project Management, Outlook, CRM, Management, Financial Services, Coaching, Relationship Management, Finance, 401k, Analysis, Process Improvement, Marketing Strategy, Leadership, Mutual Funds, Investments
Education
Penn State University 2009 — 2011
Masters, Leadership Development
DeSales University 1999 — 2003
B.A., English and Dance
Vanguard January 2015 - Present
Vanguard August 2012 - January 2015
Vanguard January 2011 - August 2012
Vanguard December 2008 - January 2011
Vanguard September 2007 - December 2008
Vanguard December 2006 - September 2007
TD Ameritrade September 2006 - December 2006
Skills
Leadership Development, Coaching and Mentoring, Advertising Compliance, Marketing, DMAIC (Six Sigma), Microsoft Word, Excel,..., General Management, Writing, Series 7, Series 24, Series 63, Series 6, Marketing Communications, Microsoft Excel, Advertising, Six Sigma, Social Media, Customer Service, Training, Project Management, Outlook, CRM, Management, Financial Services, Coaching, Relationship Management, Finance, 401k, Analysis, Process Improvement, Marketing Strategy, Leadership, Mutual Funds, Investments
Education
Penn State University 2009 — 2011
Masters, Leadership Development
DeSales University 1999 — 2003
B.A., English and Dance
Robert Stapleton Robert Stapleton's TD Ameritrade Experience October 2012 - October 2013
Job Financial Adviser at Asset Strategies Financial West Group
Industry Financial Services
Experience
TD Ameritrade October 2012 - October 2013
Skills
Public Speaking, Leadership Development, Marketing, Communication Skills, Problem Solving, Staff Development, Educational Technology, Series 66 License, Series 63 License, Series 7 License, Mutual Funds, Investing, Financial Market..., FINRA, Series 63, Series 7, Team Leadership, Communication, Investments, Leadership, Finance, Financial Analysis
Education
Doane College 2007 — 2010
Master of Education (M.Ed.)
University of Nebraska at Omaha 2006 — 2008
Bachelor of Science (B.S.), Mathematics
The University of South Dakota 2000 — 2005
Bachelor of Science (B.S.), History and Secondary Education
South Sioux City High School 1996 — 2000
TD Ameritrade October 2012 - October 2013
Skills
Public Speaking, Leadership Development, Marketing, Communication Skills, Problem Solving, Staff Development, Educational Technology, Series 66 License, Series 63 License, Series 7 License, Mutual Funds, Investing, Financial Market..., FINRA, Series 63, Series 7, Team Leadership, Communication, Investments, Leadership, Finance, Financial Analysis
Education
Doane College 2007 — 2010
Master of Education (M.Ed.)
University of Nebraska at Omaha 2006 — 2008
Bachelor of Science (B.S.), Mathematics
The University of South Dakota 2000 — 2005
Bachelor of Science (B.S.), History and Secondary Education
South Sioux City High School 1996 — 2000
Stephen Czopkiewicz Stephen Czopkiewicz's TD Ameritrade Experience June 2009 - December 2011
Job Information Technology Professional
Industry Information Technology and Services
Experience
DISYS - Consultant @ Sears Holdings Corp. October 2012 - August 2013
TD Ameritrade June 2009 - December 2011
Independent Consultant September 2006 - June 2009
T-Systems September 2002 - August 2006
T-Systems September 2001 - September 2002
Internet Commerce & Communications, Inc. May 2001 - September 2001
AT&T August 2000 - May 2001
Contract Consultant September 1999 - August 2000
Merisel December 1998 - September 1999
Contract Consultant March 1996 - December 1998
Skills
Help Desk Support, Desktop Deployment, Network Administration, Project Management, Desktop Administration, Server Administration, Windows 7, Windows 2000, Wireless Networking, Cisco Routers, MPLS Networking, QoS, Technical Documentation, Network Deployment, Computer Network..., Global Network..., System Administration, Remote Monitoring, Remote User Support, Data Center, NOC, Backup Solutions, Frame Relay, ISDN, Dial-up Networking, VoIP, Microsoft Office, Remedy AR System, Cabling, Escalations Management, Vendor Management, Cisco IOS, HP Openview, CiscoWorks, IP SLA, Customer Service, Windows XP Pro, Laserfiche, Document Management, Document Imaging, LAN-WAN, VPN, WAN, Cisco Technologies, Switches, Network Security
Education
DeVry University-Illinois
Computer Information Systems
DISYS - Consultant @ Sears Holdings Corp. October 2012 - August 2013
TD Ameritrade June 2009 - December 2011
Independent Consultant September 2006 - June 2009
T-Systems September 2002 - August 2006
T-Systems September 2001 - September 2002
Internet Commerce & Communications, Inc. May 2001 - September 2001
AT&T August 2000 - May 2001
Contract Consultant September 1999 - August 2000
Merisel December 1998 - September 1999
Contract Consultant March 1996 - December 1998
Skills
Help Desk Support, Desktop Deployment, Network Administration, Project Management, Desktop Administration, Server Administration, Windows 7, Windows 2000, Wireless Networking, Cisco Routers, MPLS Networking, QoS, Technical Documentation, Network Deployment, Computer Network..., Global Network..., System Administration, Remote Monitoring, Remote User Support, Data Center, NOC, Backup Solutions, Frame Relay, ISDN, Dial-up Networking, VoIP, Microsoft Office, Remedy AR System, Cabling, Escalations Management, Vendor Management, Cisco IOS, HP Openview, CiscoWorks, IP SLA, Customer Service, Windows XP Pro, Laserfiche, Document Management, Document Imaging, LAN-WAN, VPN, WAN, Cisco Technologies, Switches, Network Security
Education
DeVry University-Illinois
Computer Information Systems
Ann M. Grady Ann M. Grady's TD Ameritrade Experience June 2009 - August 2012
Job President, Pyrenees Compliance LLC
Industry Financial Services
Experience
Pyrenees Compliance Ltd. January 2015 - Present
X-Change Financial Access (XFA) August 2012 - September 2014
TD Ameritrade June 2009 - August 2012
thinkorswim Inc. October 2008 - June 2010
thinkorswim May 2008 - September 2008
Merrill Lynch April 2004 - March 2008
Office of General Counsel, Merrill Lynch April 2004 - March 2008
ABN AMRO June 2002 - April 2004
Wolverine Trading March 2000 - June 2002
Chicago Board Options Exchange November 1979 - March 2000
Skills
FINRA, Securities, Options, Trading, Alternative Investments, Electronic Trading, Series 7, Hedge Funds, Series 24, ETFs, Financial Markets, Equities, Risk Management, Derivatives, Financial Services, Series 63, Securities Regulation, Broker-Dealer, Investments, Equity Trading, Due Diligence, Equity Derivatives, Market Making, Brokerage, Options Strategies, Mutual Funds, Bloomberg, AML, Trading Systems, Proprietary Trading, Futures, forex, Operations Management, Index Options, Portfolio Management, Financial Risk, Capital Markets, Anti Money Laundering
Education
DePaul University 1976 — 1980
Bachelor of Arts (BA), Liberal Arts and Sciences/Economics
Felician College, Illinois 1978 — 1979
Associate of Arts and Sciences (AAS), Social & Political Science
Pyrenees Compliance Ltd. January 2015 - Present
X-Change Financial Access (XFA) August 2012 - September 2014
TD Ameritrade June 2009 - August 2012
thinkorswim Inc. October 2008 - June 2010
thinkorswim May 2008 - September 2008
Merrill Lynch April 2004 - March 2008
Office of General Counsel, Merrill Lynch April 2004 - March 2008
ABN AMRO June 2002 - April 2004
Wolverine Trading March 2000 - June 2002
Chicago Board Options Exchange November 1979 - March 2000
Skills
FINRA, Securities, Options, Trading, Alternative Investments, Electronic Trading, Series 7, Hedge Funds, Series 24, ETFs, Financial Markets, Equities, Risk Management, Derivatives, Financial Services, Series 63, Securities Regulation, Broker-Dealer, Investments, Equity Trading, Due Diligence, Equity Derivatives, Market Making, Brokerage, Options Strategies, Mutual Funds, Bloomberg, AML, Trading Systems, Proprietary Trading, Futures, forex, Operations Management, Index Options, Portfolio Management, Financial Risk, Capital Markets, Anti Money Laundering
Education
DePaul University 1976 — 1980
Bachelor of Arts (BA), Liberal Arts and Sciences/Economics
Felician College, Illinois 1978 — 1979
Associate of Arts and Sciences (AAS), Social & Political Science
Ankur De Ankur De's TD Ameritrade Experience November 2006 - Present
Job Performance Architect at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2006 - Present
ACI Worldwide January 2012 - August 2012
Patni Computer Services 2002 - 2006
Skills
J2EE, Web Services, SOA, Core Java, Architecture, LoadRunner, SQL, Test Automation, Spring, JBoss, TIBCO, QTP, Servlets, JSP, Visio
Education
Devi Ahilya Vishwavidyalaya 1998 — 2002
Bachelor of Engg., Computer Science
TD Ameritrade November 2006 - Present
ACI Worldwide January 2012 - August 2012
Patni Computer Services 2002 - 2006
Skills
J2EE, Web Services, SOA, Core Java, Architecture, LoadRunner, SQL, Test Automation, Spring, JBoss, TIBCO, QTP, Servlets, JSP, Visio
Education
Devi Ahilya Vishwavidyalaya 1998 — 2002
Bachelor of Engg., Computer Science
Joseph Niederee's TD Ameritrade Experience January 2011 - Present
Job New Client Development Group
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
LexisNexis August 2009 - May 2010
Nebraska Methodist Health System May 2009 - July 2009
TD Ameritrade May 2007 - August 2007
TD Ameritrade May 2006 - August 2006
Skills
Analysis, Contract Management, Customer Service, Estate Planning, Finance, Financial Services, Investments, Leadership, Management, Risk Management, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Creighton University School of Law 2007 — 2010
Juris Doctor, Law
Wichita State University 2002 — 2006
Bachelor of Arts, English Literature
TD Ameritrade January 2011 - Present
LexisNexis August 2009 - May 2010
Nebraska Methodist Health System May 2009 - July 2009
TD Ameritrade May 2007 - August 2007
TD Ameritrade May 2006 - August 2006
Skills
Analysis, Contract Management, Customer Service, Estate Planning, Finance, Financial Services, Investments, Leadership, Management, Risk Management, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Creighton University School of Law 2007 — 2010
Juris Doctor, Law
Wichita State University 2002 — 2006
Bachelor of Arts, English Literature
Jim Esberger Jim Esberger's TD Ameritrade Experience March 2006 - June 2006
Job Cofounding partner of Esberger Consulting Group, LLC
Industry Professional Training & Coaching
Experience
Esberger Consulting Group October 2009 - Present
Horace Mann January 2011 - October 2011
Esberger Consulting Group, LLC September 2009 - December 2010
Layered Technologies August 2007 - September 2009
TD Ameritrade March 2006 - June 2006
LSI Flood Services April 2005 - March 2006
Skills
Data Center, Servers, Microsoft Excel, Website Building, Training, Public Speaking, Microsoft Office, Cloud Computing, Troubleshooting
Education
Dallas Baptist University 1999 — 2005
BA, Mathematics; minor in Gen. Bus.
Esberger Consulting Group October 2009 - Present
Horace Mann January 2011 - October 2011
Esberger Consulting Group, LLC September 2009 - December 2010
Layered Technologies August 2007 - September 2009
TD Ameritrade March 2006 - June 2006
LSI Flood Services April 2005 - March 2006
Skills
Data Center, Servers, Microsoft Excel, Website Building, Training, Public Speaking, Microsoft Office, Cloud Computing, Troubleshooting
Education
Dallas Baptist University 1999 — 2005
BA, Mathematics; minor in Gen. Bus.
Steven Vokal Steven Vokal's TD Ameritrade Experience May 2007 - February 2009
Job Self Employed Consultant
Industry Financial Services
Experience
Vokalize June 2014 - Present
Vokalize 2012 - Present
Mutual of Omaha April 2013 - June 2013
VIP Transportation January 2009 - April 2010
TD Ameritrade May 2007 - February 2009
PC Professionals April 2006 - May 2007
First Source Mortgage January 2001 - January 2006
IKON Office Solutions November 1999 - November 2001
Skills
Marketing Strategy, Marketing, Volunteer Management, Grant Writing, Public Speaking, Management, Organizational..., Photography, Custom Remodeling, Carpentry, Computer Repair, Computer Network..., WiFi
Education
University of Nebraska at Omaha 2005 — 2006
Molecular Biology
Creighton University 1900 — 1904
Bachelor's degree, Environmental Biology
Vokalize June 2014 - Present
Vokalize 2012 - Present
Mutual of Omaha April 2013 - June 2013
VIP Transportation January 2009 - April 2010
TD Ameritrade May 2007 - February 2009
PC Professionals April 2006 - May 2007
First Source Mortgage January 2001 - January 2006
IKON Office Solutions November 1999 - November 2001
Skills
Marketing Strategy, Marketing, Volunteer Management, Grant Writing, Public Speaking, Management, Organizational..., Photography, Custom Remodeling, Carpentry, Computer Repair, Computer Network..., WiFi
Education
University of Nebraska at Omaha 2005 — 2006
Molecular Biology
Creighton University 1900 — 1904
Bachelor's degree, Environmental Biology
Diane Katzdorn Diane Katzdorn's TD Ameritrade Experience July 2008 - Present
Job Manager, Retail Support at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2008 - Present
TD Ameritrade August 2000 - July 2008
TD Ameritrade August 1999 - August 2000
Younkers August 1998 - November 1999
Von Maur May 1997 - August 1998
Skills
Call Centers, Coaching, Leadership, Management, Microsoft Office, Performance Management, Program Management, Retail, Sales Management, Series 65, Strategy, Team Building, Uniform Combined State..., Training, Recruiting, Business Strategy, Sales, Social Media, Strategic Planning, Risk Management, Series 63
Education
Dana College 1993 — 1997
Bachelor's degree, Organizational Communications
TD Ameritrade July 2008 - Present
TD Ameritrade August 2000 - July 2008
TD Ameritrade August 1999 - August 2000
Younkers August 1998 - November 1999
Von Maur May 1997 - August 1998
Skills
Call Centers, Coaching, Leadership, Management, Microsoft Office, Performance Management, Program Management, Retail, Sales Management, Series 65, Strategy, Team Building, Uniform Combined State..., Training, Recruiting, Business Strategy, Sales, Social Media, Strategic Planning, Risk Management, Series 63
Education
Dana College 1993 — 1997
Bachelor's degree, Organizational Communications
Victor Ayala Victor Ayala's TD Ameritrade Experience October 2013 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TDAmeritrade July 2010 - October 2013
TD Ameritrade September 2007 - July 2010
TD Ameritrade January 2007 - September 2007
TD Ameritrade January 2006 - December 2006
Fidelity Investments April 2000 - December 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Strategic Financial..., Equities, Series 24, Sales Management, Recruiting, Series 65, Fixed Income, Branch Management
Education
Dallas Baptist University
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade October 2013 - Present
TDAmeritrade July 2010 - October 2013
TD Ameritrade September 2007 - July 2010
TD Ameritrade January 2007 - September 2007
TD Ameritrade January 2006 - December 2006
Fidelity Investments April 2000 - December 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Strategic Financial..., Equities, Series 24, Sales Management, Recruiting, Series 65, Fixed Income, Branch Management
Education
Dallas Baptist University
Bachelor of Business Administration (BBA), Finance, General
Pete Graziano Pete Graziano's TD Ameritrade Experience 2001 - 2003
Job Regional Vice President Direct Marketing at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation November 2009 - Present
Caesars Entertainment Corporation November 2008 - November 2009
Caesars Entertainment Corporation 2006 - 2008
Caesars Entertainment Corporation 2004 - 2006
Caesars Entertainment Corporation 2003 - 2004
TD Ameritrade 2001 - 2003
TD Ameritrade January 1999 - January 2001
Skills
Database Marketing, Forecasting, Analytics, Strategic Planning, Financial Analysis, Marketing Strategy, Competitive Analysis, Direct Marketing, Segmentation, Team Building, Financial Modeling, Analysis, Customer Service, Training & Development, Talent Acquisition, Hiring Practices, Performance Management, Team Leadership, Leadership Development, Budget creation, Meeting Financial..., Change Management, Casino, Loyalty Marketing, Budgets, Hospitality, Operations Management, Gaming Industry, Process Improvement, Customer Acquisition, Finance, Loyalty Programs, Strategic Financial..., CRM, P&L, Strategy, Employee Training
Education
University of Nebraska at Omaha 1999 — 2001
MBA
Creighton University 1993 — 1996
BSBA, Finance
Daniel J. Gross High School 1989 — 1992
Caesars Entertainment Corporation November 2009 - Present
Caesars Entertainment Corporation November 2008 - November 2009
Caesars Entertainment Corporation 2006 - 2008
Caesars Entertainment Corporation 2004 - 2006
Caesars Entertainment Corporation 2003 - 2004
TD Ameritrade 2001 - 2003
TD Ameritrade January 1999 - January 2001
Skills
Database Marketing, Forecasting, Analytics, Strategic Planning, Financial Analysis, Marketing Strategy, Competitive Analysis, Direct Marketing, Segmentation, Team Building, Financial Modeling, Analysis, Customer Service, Training & Development, Talent Acquisition, Hiring Practices, Performance Management, Team Leadership, Leadership Development, Budget creation, Meeting Financial..., Change Management, Casino, Loyalty Marketing, Budgets, Hospitality, Operations Management, Gaming Industry, Process Improvement, Customer Acquisition, Finance, Loyalty Programs, Strategic Financial..., CRM, P&L, Strategy, Employee Training
Education
University of Nebraska at Omaha 1999 — 2001
MBA
Creighton University 1993 — 1996
BSBA, Finance
Daniel J. Gross High School 1989 — 1992
Stephanie Chaplinski-Kane's TD Ameritrade Experience December 2014 - Present
Job Consultant at Rodan and Fields
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Rodan and Fields August 2014 - Present
Paladin Financial Services, Inc. September 2013 - December 2014
Foote Capital Mortgage Company April 2009 - August 2013
HomeSale Mortgage Company March 2006 - April 2009
Skills
Series 7, Securities License, Retirement Planning, Wealth Management, College Education..., estate analysis and..., Piano Education
Education
Dickinson College 1987 — 1991
BA, Double Major in Sociology and Religion
TD Ameritrade December 2014 - Present
Rodan and Fields August 2014 - Present
Paladin Financial Services, Inc. September 2013 - December 2014
Foote Capital Mortgage Company April 2009 - August 2013
HomeSale Mortgage Company March 2006 - April 2009
Skills
Series 7, Securities License, Retirement Planning, Wealth Management, College Education..., estate analysis and..., Piano Education
Education
Dickinson College 1987 — 1991
BA, Double Major in Sociology and Religion
Myra Lieb Myra Lieb's TD Ameritrade Experience April 2014 - Present
Job Custody Services Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade May 2012 - April 2014
MARCUS SCHANTZ, ATTORNEY AT LAW February 2010 - May 2010
DEPAUL UNIVERSITY COLLEGE OF LAW September 2009 - May 2010
COOK COUNTY PUBLIC DEFENDER'S OFFICE January 2008 - July 2009
DEPAUL UNIVERSITY COLLEGE OF LAW October 2008 - May 2009
CONVENIENT FOOD MART January 2004 - December 2006
KOHL'S DEPARTMENT STORES April 2003 - January 2004
SHOPKO STORES, INC January 1999 - April 2003
Skills
Legal Research
Education
DePaul University College of Law 2007 — 2010
Juris Doctor, Concentration in Criminal Law
University of Nebraska at Omaha 2001 — 2004
B.S., Criminal Justice with minor in English, summa cum laude
TD Ameritrade April 2014 - Present
TD Ameritrade May 2012 - April 2014
MARCUS SCHANTZ, ATTORNEY AT LAW February 2010 - May 2010
DEPAUL UNIVERSITY COLLEGE OF LAW September 2009 - May 2010
COOK COUNTY PUBLIC DEFENDER'S OFFICE January 2008 - July 2009
DEPAUL UNIVERSITY COLLEGE OF LAW October 2008 - May 2009
CONVENIENT FOOD MART January 2004 - December 2006
KOHL'S DEPARTMENT STORES April 2003 - January 2004
SHOPKO STORES, INC January 1999 - April 2003
Skills
Legal Research
Education
DePaul University College of Law 2007 — 2010
Juris Doctor, Concentration in Criminal Law
University of Nebraska at Omaha 2001 — 2004
B.S., Criminal Justice with minor in English, summa cum laude
Guido Espinosa Guido Espinosa's TD Ameritrade Experience March 2014 - Present
Job Derivatives risk modeling and application development.
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
TD Ameritrade February 2013 - March 2014
thinkorswim January 2010 - February 2013
thinkorswim June 2008 - January 2010
thinkorswim December 2006 - June 2008
Skills
Derivatives, Equities, Securities, Financial Risk, Options, Futures Trading, Option Pricing Models, Python, SQL, Financial Modeling, Risk Management, Foreign Exchange, Trading Systems, Series 7, Series 63, FINRA, Electronic Trading, Trading, Series 24, Financial Markets, Portfolio Management, FX Options, Bloomberg, Equity Trading, Financial Services, Investments, Management, Equity Derivatives, Options Strategies, Technical Analysis, Currency, Hedge Funds, Mutual Funds, Stocks, Capital Markets, Alternative Investments, Customer Service, Uniform Combined State..., Market Data, ETFs, Investment Management, Back Office, Market Risk, Commodity, Series 65, Volatility, Financial Analysis, Leadership, Microsoft Office, Django
Education
DePaul University
Bachelor’s Degree, Finance
TD Ameritrade March 2014 - Present
TD Ameritrade February 2013 - March 2014
thinkorswim January 2010 - February 2013
thinkorswim June 2008 - January 2010
thinkorswim December 2006 - June 2008
Skills
Derivatives, Equities, Securities, Financial Risk, Options, Futures Trading, Option Pricing Models, Python, SQL, Financial Modeling, Risk Management, Foreign Exchange, Trading Systems, Series 7, Series 63, FINRA, Electronic Trading, Trading, Series 24, Financial Markets, Portfolio Management, FX Options, Bloomberg, Equity Trading, Financial Services, Investments, Management, Equity Derivatives, Options Strategies, Technical Analysis, Currency, Hedge Funds, Mutual Funds, Stocks, Capital Markets, Alternative Investments, Customer Service, Uniform Combined State..., Market Data, ETFs, Investment Management, Back Office, Market Risk, Commodity, Series 65, Volatility, Financial Analysis, Leadership, Microsoft Office, Django
Education
DePaul University
Bachelor’s Degree, Finance
Eric Rosiejka Eric Rosiejka's TD Ameritrade Experience August 2003 - July 2005
Job at
Industry Financial Services
Experience
J.P. Morgan May 2009 - Present
JPMorgan June 2005 - May 2009
TD Ameritrade August 2003 - July 2005
Chicago Board of Trade November 2001 - March 2003
TD Ameritrade March 2000 - August 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
University of Wisconsin-Madison 1995 — 1999
BS
J.P. Morgan May 2009 - Present
JPMorgan June 2005 - May 2009
TD Ameritrade August 2003 - July 2005
Chicago Board of Trade November 2001 - March 2003
TD Ameritrade March 2000 - August 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
University of Wisconsin-Madison 1995 — 1999
BS
Richard Howard Richard Howard's TD Ameritrade Experience December 1999 - December 2000
Job Production Supervisor at North East Linen Supply
Industry Financial Services
Experience
North East LInen February 2015 - Present
Aramark Uniform Services July 2013 - March 2015
IntercontinentalExchange, Inc. 1988 - 2013
TD Ameritrade December 1999 - December 2000
Skills
Electronic Trading, Options, Trading, Equities, Risk Management, Trading Systems, Microsoft Excel, Commodity, Microsoft Office, Financial Markets, Derivatives, Fixed Income, Finance, Bloomberg, FINRA, Technical Analysis, Financial Risk, Swaps, Capital Markets, Securities, Equity Derivatives, Proprietary Trading, Portfolio Management, Commodity Markets, Back Office, Hedging
Education
DeVry University 1997 — 1999
Associate's degree, Computer and Information Systems Security/Information Assurance
DeVry University 1997 — 1999
Associate's degree, Computer and Information Systems Security/Information Assurance
North East LInen February 2015 - Present
Aramark Uniform Services July 2013 - March 2015
IntercontinentalExchange, Inc. 1988 - 2013
TD Ameritrade December 1999 - December 2000
Skills
Electronic Trading, Options, Trading, Equities, Risk Management, Trading Systems, Microsoft Excel, Commodity, Microsoft Office, Financial Markets, Derivatives, Fixed Income, Finance, Bloomberg, FINRA, Technical Analysis, Financial Risk, Swaps, Capital Markets, Securities, Equity Derivatives, Proprietary Trading, Portfolio Management, Commodity Markets, Back Office, Hedging
Education
DeVry University 1997 — 1999
Associate's degree, Computer and Information Systems Security/Information Assurance
DeVry University 1997 — 1999
Associate's degree, Computer and Information Systems Security/Information Assurance
Lonnie Mahrt's TD Ameritrade Experience 1999 - 2001
Job CIO & SVP of Operations
Industry Computer Software
Experience
CSG Systems June 2001 - Present
TD Ameritrade 1999 - 2001
MCI TeleCommunications 1995 - 1997
Skills
IT Management, Disaster Recovery, Data Center, Requirements Analysis, Compliance, Operations Management, Information Security...
Education
University of Nebraska at Kearney 1990 — 1994
MBA, Finance
Doane College 1982 — 1986
Bachelor of Arts, Business & Finance
Harvard Business School 2010 — 2010
Strategic Negotiation and Leadership
CSG Systems June 2001 - Present
TD Ameritrade 1999 - 2001
MCI TeleCommunications 1995 - 1997
Skills
IT Management, Disaster Recovery, Data Center, Requirements Analysis, Compliance, Operations Management, Information Security...
Education
University of Nebraska at Kearney 1990 — 1994
MBA, Finance
Doane College 1982 — 1986
Bachelor of Arts, Business & Finance
Harvard Business School 2010 — 2010
Strategic Negotiation and Leadership
Jack Burr Jack Burr's TD Ameritrade Experience August 2014 - Present
Job Custody Operations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
Bank of America October 2008 - August 2014
DCCCD August 2004 - May 2008
Blue Wave Telecomm November 2003 - July 2004
Sprint November 2002 - October 2003
TXU Energy June 2000 - November 2002
Metricom January 1999 - June 2000
AEthos Engineering Services,Inc. October 1997 - December 1998
Bell Laboratories September 1996 - October 1997
Nortel Networks May 1995 - September 1996
Skills
Vendor Management, Call Center, ACD, Contact Centers, Relationship Management, System Deployment, Incident Handling, T1, Telecommunications, RF Engineering, Travel Photography, Travel Planning, Mortgage Servicing, Data Analysis, Collections, General Insurance, Call Centers, Banking, Risk Management, Executive Management, Testing, Management, Executive Reporting, Portfolio Management, Leadership, Strategic Planning, Operations Management, Wireless Networking, Project Management, Visio, Software Documentation, Quality Assurance, Analysis, Business Process..., IP, Enterprise Software, Business Analysis, Project Portfolio..., Budgets, Six Sigma, Program Management, Access, Troubleshooting, Team Leadership
Education
Dallas County Community College 2004 — 2008
Radiologic Technologist, Radiologic Technology/Science - Radiographer
University of Missouri-Rolla 1978 — 1982
BS, Electrical and Electronics Engineering
TD Ameritrade August 2014 - Present
Bank of America October 2008 - August 2014
DCCCD August 2004 - May 2008
Blue Wave Telecomm November 2003 - July 2004
Sprint November 2002 - October 2003
TXU Energy June 2000 - November 2002
Metricom January 1999 - June 2000
AEthos Engineering Services,Inc. October 1997 - December 1998
Bell Laboratories September 1996 - October 1997
Nortel Networks May 1995 - September 1996
Skills
Vendor Management, Call Center, ACD, Contact Centers, Relationship Management, System Deployment, Incident Handling, T1, Telecommunications, RF Engineering, Travel Photography, Travel Planning, Mortgage Servicing, Data Analysis, Collections, General Insurance, Call Centers, Banking, Risk Management, Executive Management, Testing, Management, Executive Reporting, Portfolio Management, Leadership, Strategic Planning, Operations Management, Wireless Networking, Project Management, Visio, Software Documentation, Quality Assurance, Analysis, Business Process..., IP, Enterprise Software, Business Analysis, Project Portfolio..., Budgets, Six Sigma, Program Management, Access, Troubleshooting, Team Leadership
Education
Dallas County Community College 2004 — 2008
Radiologic Technologist, Radiologic Technology/Science - Radiographer
University of Missouri-Rolla 1978 — 1982
BS, Electrical and Electronics Engineering
Jay Montana Jay Montana's TD Ameritrade Experience February 2009 - Present
Job Systems Engineer at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade February 2009 - Present
TD Ameritrade February 2009 - Present
Skills
Data Center, Virtualization, VMware, Citrix, Security, Servers, TCP/IP, Active Directory, SharePoint, Networking, System Administration, Windows Server, Storage Area Networks, Troubleshooting, IIS, Microsoft Exchange, Proofpoint Protection..., Hitachi HDI, NAS
Education
DePaul University 1994 — 1997
B.S., Music
LTHS
TD Ameritrade February 2009 - Present
TD Ameritrade February 2009 - Present
Skills
Data Center, Virtualization, VMware, Citrix, Security, Servers, TCP/IP, Active Directory, SharePoint, Networking, System Administration, Windows Server, Storage Area Networks, Troubleshooting, IIS, Microsoft Exchange, Proofpoint Protection..., Hitachi HDI, NAS
Education
DePaul University 1994 — 1997
B.S., Music
LTHS
Patrick M. Ricketts MBA, CFP®'s TD Ameritrade Experience May 1997 - January 2004
Job President & CFO Vintage Financial Group, LLC
Industry Financial Services
Experience
Millard Public Schools Board of Education February 2010 - Present
Vintage Financial Group, LLC December 2007 - Present
N-Club January 2009 - Present
Merrymakers March 2012 - January 2014
TD Ameritrade May 1997 - January 2004
Skills
Estate Planning, 401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Split Dollar Plans, Series 7, 66..., Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Creighton University 2005 — 2006
Masters of Business Adminstration, MBA
University of Nebraska-Lincoln 1999 — 2003
CFP Board of Standards
CERTIFIED FINANCIAL PLANNER™
Millard Public Schools Board of Education February 2010 - Present
Vintage Financial Group, LLC December 2007 - Present
N-Club January 2009 - Present
Merrymakers March 2012 - January 2014
TD Ameritrade May 1997 - January 2004
Skills
Estate Planning, 401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Split Dollar Plans, Series 7, 66..., Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Creighton University 2005 — 2006
Masters of Business Adminstration, MBA
University of Nebraska-Lincoln 1999 — 2003
CFP Board of Standards
CERTIFIED FINANCIAL PLANNER™
Michael Wilhelm Michael Wilhelm's TD Ameritrade Experience August 2014 - December 2014
Job Intern at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial June 2015 - Present
Champions Run Golf Course February 2010 - Present
TD Ameritrade August 2014 - December 2014
Follett Higher Education Group December 2012 - December 2013
Skills
Management, Leadership, Microsoft Office, Microsoft Word, Risk Management, Public Speaking, Budgets, Social Media, Investments, Customer Service
Education
Creighton University's Heider College of Business 2012 — 2016
Finance, Services Track, Senior
Renaissance Financial June 2015 - Present
Champions Run Golf Course February 2010 - Present
TD Ameritrade August 2014 - December 2014
Follett Higher Education Group December 2012 - December 2013
Skills
Management, Leadership, Microsoft Office, Microsoft Word, Risk Management, Public Speaking, Budgets, Social Media, Investments, Customer Service
Education
Creighton University's Heider College of Business 2012 — 2016
Finance, Services Track, Senior
Andrew Sarmiento Andrew Sarmiento's TD Ameritrade Experience July 2009 - November 2009
Job Demand Planner
Industry Logistics and Supply Chain
Experience
Traveling Abroad February 2015 - June 2015
LifeWave December 2011 - July 2014
Vericrest Financial, Inc. January 2011 - December 2011
SettlementOne Valuation July 2010 - January 2011
TD Ameritrade July 2009 - November 2009
The Hartford January 2008 - July 2009
GMAC Mortgage dba Ditech.com January 2004 - November 2007
Michaels Arts and Crafts October 1999 - December 2003
Skills
Dreamweaver, PowerPoint, InDesign, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, Flash, Graphic Design, Web Design, HTML, CSS, Illustrator, Great Plains Software, Windows 7, OS X, Windows XP, Inventory Management, Inventory Analysis, Purchasing, Data Entry, Inventory Planning, Invoice Verification, Purchase Orders, Crystal Reports, Financial Reporting, Reporting & Analysis, Cost Reporting, Customer Service, Insurance, Mortgage Lending, Volunteering, Supply Chain Management, Analysis, Sales, Banking
Education
DeVry University, College of Media Arts & Technology 2010 — 2012
Associate of Applied Science, Web Graphic Design
DeVry University
Associates of Applied Science in Web Graphic Design
Traveling Abroad February 2015 - June 2015
LifeWave December 2011 - July 2014
Vericrest Financial, Inc. January 2011 - December 2011
SettlementOne Valuation July 2010 - January 2011
TD Ameritrade July 2009 - November 2009
The Hartford January 2008 - July 2009
GMAC Mortgage dba Ditech.com January 2004 - November 2007
Michaels Arts and Crafts October 1999 - December 2003
Skills
Dreamweaver, PowerPoint, InDesign, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, Flash, Graphic Design, Web Design, HTML, CSS, Illustrator, Great Plains Software, Windows 7, OS X, Windows XP, Inventory Management, Inventory Analysis, Purchasing, Data Entry, Inventory Planning, Invoice Verification, Purchase Orders, Crystal Reports, Financial Reporting, Reporting & Analysis, Cost Reporting, Customer Service, Insurance, Mortgage Lending, Volunteering, Supply Chain Management, Analysis, Sales, Banking
Education
DeVry University, College of Media Arts & Technology 2010 — 2012
Associate of Applied Science, Web Graphic Design
DeVry University
Associates of Applied Science in Web Graphic Design
Elba Diaz Patzelt Elba Diaz Patzelt's TD Ameritrade Experience August 2013 - October 2013
Job Financial Planning Specialist at Goldman Picker and Associates an Ameriprise Financial Services franchise advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
TD Ameritrade August 2013 - October 2013
Ameriprise Financial February 2011 - November 2011
Pioneer Golf, Inc. June 2010 - February 2011
Wolf Financial Management LLC March 2008 - July 2009
Wolf Financial Management LLC December 2005 - March 2008
Skills
Social Media, Facebook, Writing, Copywriting, Blogging, Marketing Communications, SEO, Event Planning, Editing, Series 7, Series 63, Retirement Planning, Retirement Plan..., 401k, IRAs, Investment Advisory, Compliance, FINRA, Administrative..., Office Administration, Secretarial Skills, Office Management, Customer Service, Sales, CRM, Management, Securities, Investments, Financial Planning, Insurance, Leadership, Finance
Education
DePaul University
Ameriprise Financial Services, Inc. September 2013 - Present
TD Ameritrade August 2013 - October 2013
Ameriprise Financial February 2011 - November 2011
Pioneer Golf, Inc. June 2010 - February 2011
Wolf Financial Management LLC March 2008 - July 2009
Wolf Financial Management LLC December 2005 - March 2008
Skills
Social Media, Facebook, Writing, Copywriting, Blogging, Marketing Communications, SEO, Event Planning, Editing, Series 7, Series 63, Retirement Planning, Retirement Plan..., 401k, IRAs, Investment Advisory, Compliance, FINRA, Administrative..., Office Administration, Secretarial Skills, Office Management, Customer Service, Sales, CRM, Management, Securities, Investments, Financial Planning, Insurance, Leadership, Finance
Education
DePaul University
Jessica Elliott, MBA's TD Ameritrade Experience June 2009 - September 2011
Job HR Generalist at MedSynergies
Industry Business Supplies and Equipment
Experience
MedSynergies August 2015 - Present
Lozier Corporation September 2011 - August 2015
TD Ameritrade June 2009 - September 2011
The Boys and Girls Home April 2008 - June 2009
Dennis Supply June 2005 - September 2007
Skills
PeopleSoft, Recruiting, Customer Service, Employee Benefits, Employee Relations, HRIS, PeopleSoft Training, New Employee Orientation, Microsoft Excel, Microsoft Word, Microsoft Access, Leave of Absence..., New Hire Orientations, Personnel Management, Talent Acquisition, Access, Applicant Tracking..., Benefits Administration, Deferred Compensation, FMLA, Hiring, Human Resources, Management, Onboarding, Organizational..., Payroll, Performance Management, Process Improvement, Program Management, Training, Time Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Masters of Business Administration (MBA), Human Resource Management, 3.6
DeVry University 2007 — 2009
Bachelor of Science (BA), Business Administration; Human Resource Management, 3.7
MedSynergies August 2015 - Present
Lozier Corporation September 2011 - August 2015
TD Ameritrade June 2009 - September 2011
The Boys and Girls Home April 2008 - June 2009
Dennis Supply June 2005 - September 2007
Skills
PeopleSoft, Recruiting, Customer Service, Employee Benefits, Employee Relations, HRIS, PeopleSoft Training, New Employee Orientation, Microsoft Excel, Microsoft Word, Microsoft Access, Leave of Absence..., New Hire Orientations, Personnel Management, Talent Acquisition, Access, Applicant Tracking..., Benefits Administration, Deferred Compensation, FMLA, Hiring, Human Resources, Management, Onboarding, Organizational..., Payroll, Performance Management, Process Improvement, Program Management, Training, Time Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Masters of Business Administration (MBA), Human Resource Management, 3.6
DeVry University 2007 — 2009
Bachelor of Science (BA), Business Administration; Human Resource Management, 3.7
Adan Camacho's TD Ameritrade Experience May 2006 - March 2010
Job Entrepreneur | Web Dev | Real Estate
Industry Computer Software
Experience
Texas Property Buyers LLC May 2011 - Present
Camacho Pedicabs LLC March 2010 - May 2013
TD Ameritrade May 2006 - March 2010
Texas Army National Guard March 2000 - March 2008
Skills
Technology Integration, Entrepreneurship, Operations Management, Leadership, Investments, Management, Process Improvement, Team Building
Education
Creighton University School of Law 2004 — 2006
N/A, withdrew, Law
University of Texas at Brownsville 2000 — 2004
Bachelor of Arts (B.A.), cum laude, Political Science and Government
Texas Property Buyers LLC May 2011 - Present
Camacho Pedicabs LLC March 2010 - May 2013
TD Ameritrade May 2006 - March 2010
Texas Army National Guard March 2000 - March 2008
Skills
Technology Integration, Entrepreneurship, Operations Management, Leadership, Investments, Management, Process Improvement, Team Building
Education
Creighton University School of Law 2004 — 2006
N/A, withdrew, Law
University of Texas at Brownsville 2000 — 2004
Bachelor of Arts (B.A.), cum laude, Political Science and Government
Kyle Hatch Kyle Hatch's TD Ameritrade Experience 2013 - Present
Job Branch Manager
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
TD Ameritrade 2007 - 2013
TD Ameritrade 2005 - 2007
Skills
Registered Investment..., Series 7, Series 66, Series 24, Investments, Securites, ETFs, Mutual Funds, Wealth Management, Asset Allocation, Options Strategies, Retirement Planning, Estate Planning, Strategic Financial...
Education
Dana College
Bachelor of Science (B.S.), Business, Management, Marketing, and Finance, Magna Cum Laude
TD Ameritrade 2013 - Present
TD Ameritrade 2007 - 2013
TD Ameritrade 2005 - 2007
Skills
Registered Investment..., Series 7, Series 66, Series 24, Investments, Securites, ETFs, Mutual Funds, Wealth Management, Asset Allocation, Options Strategies, Retirement Planning, Estate Planning, Strategic Financial...
Education
Dana College
Bachelor of Science (B.S.), Business, Management, Marketing, and Finance, Magna Cum Laude
Sadie Brewer Sadie Brewer's TD Ameritrade Experience May 2007 - November 2010
Job Marketing Communications Specialist at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC December 2012 - Present
CLS Investments, LLC January 2011 - December 2012
TD Ameritrade May 2007 - November 2010
Juhl Brokerage July 2006 - October 2007
Skills
Marketing Communications, Marketing, Management, Social Media, Marketing Strategy, Project Management, Leadership, Investments, Strategic Planning, Sales
Education
Creighton University 2004 — 2007
Bachelor of Arts (B.A.), English
University of Nebraska at Omaha 2001 — 2002
CLS Investments, LLC December 2012 - Present
CLS Investments, LLC January 2011 - December 2012
TD Ameritrade May 2007 - November 2010
Juhl Brokerage July 2006 - October 2007
Skills
Marketing Communications, Marketing, Management, Social Media, Marketing Strategy, Project Management, Leadership, Investments, Strategic Planning, Sales
Education
Creighton University 2004 — 2007
Bachelor of Arts (B.A.), English
University of Nebraska at Omaha 2001 — 2002
Taylor Tusken Taylor Tusken's TD Ameritrade Experience February 2013 - April 2013
Job Credit Analyst at Great Western Bank
Industry Accounting
Experience
Great Western Bank May 2014 - Present
Great Western Bank May 2013 - May 2014
TD Ameritrade February 2013 - April 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service
Education
Creighton University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Great Western Bank May 2014 - Present
Great Western Bank May 2013 - May 2014
TD Ameritrade February 2013 - April 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service
Education
Creighton University 2010 — 2014
Bachelor of Science (B.S.), Accounting
A. Alexander DeMasi's TD Ameritrade Experience January 2013 - April 2013
Job J.D. Candidate at Creighton University
Industry Law Practice
Experience
City of Chicago Department of Law June 2015 - August 2015
First National Bank of Omaha May 2013 - April 2014
TD Ameritrade January 2013 - April 2013
ConAgra Foods November 2011 - January 2013
Creighton University August 2011 - November 2011
Skills
Legal Research, Legal Writing, Critical Thinking, Analysis, Microsoft Office, Leadership, Budgets, Risk Management, Sales, Financial Analysis, Marketing, Marketing Strategy, Data Analysis, Customer Service, Research, Information Technology, Strategic Planning, Entrepreneurship, Investments, Social Networking, Forecasting, Time Management, Access, Microsoft Excel, Portfolio Management, Bloomberg Terminal, Pivot Tables, Databases, Asset Management, Financial Modeling, Communication, SAP
Education
Creighton University School of Law 2014 — 2017
Doctor of Law (J.D.)
Creighton University's Heider College of Business 2010 — 2014
Bachelor of Science in Business Administration, Financial Analysis & Bioscience Entrepreneurship
City of Chicago Department of Law June 2015 - August 2015
First National Bank of Omaha May 2013 - April 2014
TD Ameritrade January 2013 - April 2013
ConAgra Foods November 2011 - January 2013
Creighton University August 2011 - November 2011
Skills
Legal Research, Legal Writing, Critical Thinking, Analysis, Microsoft Office, Leadership, Budgets, Risk Management, Sales, Financial Analysis, Marketing, Marketing Strategy, Data Analysis, Customer Service, Research, Information Technology, Strategic Planning, Entrepreneurship, Investments, Social Networking, Forecasting, Time Management, Access, Microsoft Excel, Portfolio Management, Bloomberg Terminal, Pivot Tables, Databases, Asset Management, Financial Modeling, Communication, SAP
Education
Creighton University School of Law 2014 — 2017
Doctor of Law (J.D.)
Creighton University's Heider College of Business 2010 — 2014
Bachelor of Science in Business Administration, Financial Analysis & Bioscience Entrepreneurship
Dereka Roach, MBA Dereka Roach, MBA's TD Ameritrade Experience 2006 - 2009
Job Fiscal Analyst at District of Columbia Public Schools (DCPS) Office of Federal Programs & Grants
Industry Government Administration
Experience
District of Columbia Public Schools (DCPS) 2014 - Present
The Exchange or Army & Air Force Exchange Service (AAFES) 2011 - 2014
The Exchange or Army & Air Force Exchange Service (AAFES) 2010 - 2011
TD Ameritrade 2006 - 2009
Chase Investment Services Corp 2005 - 2006
Skills
Management, Financial Analysis, Financial Statements, Account Reconciliation, Banking, Microsoft Office, General Ledger, Research, Month End Close, Year-end Close, Document Review, Investments, Business Process..., Account Management, Accounting Applications, Grant Administration, Federal Grant Management, Budget Management, Budget Process, Budget Forecasts, Budget Development, Budget Analysis, PeopleSoft, Hyperion Essbase, Organization Skills, Federal Government, Consultative Selling, MS Excel Pivot Tables, Financial Tracking, Financial Accounting, Financial Reporting, Financial Services, Financial Markets, Salesforce.com, Financial Planning, Financial Audits, Internal Controls
Education
Dallas Baptist University 2009 — 2014
Master of Business Administration (M.B.A.)
University of Houston 1995 — 2001
BBA
District of Columbia Public Schools (DCPS) 2014 - Present
The Exchange or Army & Air Force Exchange Service (AAFES) 2011 - 2014
The Exchange or Army & Air Force Exchange Service (AAFES) 2010 - 2011
TD Ameritrade 2006 - 2009
Chase Investment Services Corp 2005 - 2006
Skills
Management, Financial Analysis, Financial Statements, Account Reconciliation, Banking, Microsoft Office, General Ledger, Research, Month End Close, Year-end Close, Document Review, Investments, Business Process..., Account Management, Accounting Applications, Grant Administration, Federal Grant Management, Budget Management, Budget Process, Budget Forecasts, Budget Development, Budget Analysis, PeopleSoft, Hyperion Essbase, Organization Skills, Federal Government, Consultative Selling, MS Excel Pivot Tables, Financial Tracking, Financial Accounting, Financial Reporting, Financial Services, Financial Markets, Salesforce.com, Financial Planning, Financial Audits, Internal Controls
Education
Dallas Baptist University 2009 — 2014
Master of Business Administration (M.B.A.)
University of Houston 1995 — 2001
BBA
Jordan Stokes Jordan Stokes's TD Ameritrade Experience April 2009 - April 2014
Job Education Counselor at Online Trading Academy
Industry Financial Services
Experience
Online Trading Academy November 2014 - Present
TD Ameritrade April 2009 - April 2014
4K Consulting 2004 - 2009
Skills
Coaching, Sales, Management, Investment Advisory, Strategic Planning, Training, Strategic Financial..., Finance, Risk Management, Series 63, Change Management, Mutual Funds, Portfolio Management, Recruiting, Leadership, Management Consulting, Entrepreneurship, Start-ups, Banking, Sales Operations, Time Management, Microsoft Excel, Organizational..., Business Strategy, Public Speaking, Investments, Securities, Financial Services, Wealth Management, Retirement Planning, Equities, Team Building, Sales Management, Asset Allocation, Trading, Relationship Management
Education
Dixie State University 2001 — 2002
Bingham High School 1997 — 1999
Online Trading Academy November 2014 - Present
TD Ameritrade April 2009 - April 2014
4K Consulting 2004 - 2009
Skills
Coaching, Sales, Management, Investment Advisory, Strategic Planning, Training, Strategic Financial..., Finance, Risk Management, Series 63, Change Management, Mutual Funds, Portfolio Management, Recruiting, Leadership, Management Consulting, Entrepreneurship, Start-ups, Banking, Sales Operations, Time Management, Microsoft Excel, Organizational..., Business Strategy, Public Speaking, Investments, Securities, Financial Services, Wealth Management, Retirement Planning, Equities, Team Building, Sales Management, Asset Allocation, Trading, Relationship Management
Education
Dixie State University 2001 — 2002
Bingham High School 1997 — 1999
Robert Schmieder Robert Schmieder's TD Ameritrade Experience 1997 - 1998
Job Floral at Whole Foods Market
Industry Consumer Goods
Experience
Whole Foods Market February 2014 - Present
Whole Foods Market December 2013 - Present
Teleflora February 2011 - Present
Flowers by Brian January 1998 - January 2011
TD Ameritrade 1997 - 1998
Sands Brothers 1995 - 1997
Gilman Ciocia 1994 - 1995
Skills
Flowers, Sales, Sales Management, Account Management, Key Account Management, Floral Design, Customer Service, Customer Retention, New Business Development, Strategic Partnerships, Trade Shows, Trade Show..., Marketing, Weddings, Event Management, Event Planning, Email Marketing, Market Planning, Marketing Strategy, Merchandising, B2B, Online Advertising, Social Media Marketing, Online Marketing, Retail, Consumer Products, Advertising, Client Development, Coordinating Special..., Corporate Events, Direct Sales, E-commerce, Florals, Key Account Development, Management, Regional Development, Sales Operations, Territory Development, Territory..., Purchasing, Inventory Management, Team Building, Forecasting, Strategic Planning, Business Strategy, Business Planning, Design, Purchase Orders, Social Media, Territory Management
Education
Long Island University, C.W. Post Campus 1989 — 1992
Business, Management, Marketing, and Related Support Services
Dean College 1987 — 1988
Associate's degree
Whole Foods Market February 2014 - Present
Whole Foods Market December 2013 - Present
Teleflora February 2011 - Present
Flowers by Brian January 1998 - January 2011
TD Ameritrade 1997 - 1998
Sands Brothers 1995 - 1997
Gilman Ciocia 1994 - 1995
Skills
Flowers, Sales, Sales Management, Account Management, Key Account Management, Floral Design, Customer Service, Customer Retention, New Business Development, Strategic Partnerships, Trade Shows, Trade Show..., Marketing, Weddings, Event Management, Event Planning, Email Marketing, Market Planning, Marketing Strategy, Merchandising, B2B, Online Advertising, Social Media Marketing, Online Marketing, Retail, Consumer Products, Advertising, Client Development, Coordinating Special..., Corporate Events, Direct Sales, E-commerce, Florals, Key Account Development, Management, Regional Development, Sales Operations, Territory Development, Territory..., Purchasing, Inventory Management, Team Building, Forecasting, Strategic Planning, Business Strategy, Business Planning, Design, Purchase Orders, Social Media, Territory Management
Education
Long Island University, C.W. Post Campus 1989 — 1992
Business, Management, Marketing, and Related Support Services
Dean College 1987 — 1988
Associate's degree
Christopher Schorgl's TD Ameritrade Experience September 2012 - April 2013
Job Customer Service Representative at Security National Bank
Industry Financial Services
Experience
Security National Bank November 2014 - Present
COR Clearing LLC April 2013 - February 2014
TD Ameritrade September 2012 - April 2013
Creighton University October 2009 - November 2011
Financial Management Association January 2009 - December 2009
Country Club Bank May 2007 - August 2007
Skills
Management, Portfolio Management, Accounting, Microsoft Excel, Budgets, Outlook, Financial Analysis, Strategic Financial..., Brokerage Operations, Bloomberg Terminal, Oracle SQL, QuickBooks, PowerPoint, Banking, Grant Accounting, Buy-Ins, Recaps, Customer Service
Education
Creighton University's Heider College of Business 2007 — 2011
BSBA, Finance
Security National Bank November 2014 - Present
COR Clearing LLC April 2013 - February 2014
TD Ameritrade September 2012 - April 2013
Creighton University October 2009 - November 2011
Financial Management Association January 2009 - December 2009
Country Club Bank May 2007 - August 2007
Skills
Management, Portfolio Management, Accounting, Microsoft Excel, Budgets, Outlook, Financial Analysis, Strategic Financial..., Brokerage Operations, Bloomberg Terminal, Oracle SQL, QuickBooks, PowerPoint, Banking, Grant Accounting, Buy-Ins, Recaps, Customer Service
Education
Creighton University's Heider College of Business 2007 — 2011
BSBA, Finance
Justin Verrette's TD Ameritrade Experience June 2007 - June 2009
Job IT Solutions and Support for American Recreation Products at Kellwood Company
Industry Information Technology and Services
Experience
Kellwood Company July 2012 - Present
BrainSpin Technologies July 2009 - July 2012
TD Ameritrade June 2007 - June 2009
Fidelity Investments January 2006 - May 2007
Geek on Wheels February 2004 - December 2005
BV Logic May 2002 - January 2004
Skills
Salesforce.com, Project Management, Business Strategy, New Business Development, SaaS, Marketing Automation, ERP, CSS, Drupal, CRM software, Process Consulting, Management Consulting, CRM Integration, Salesforce.com..., Consultative Selling, Business Process..., System Administration, Online Marketing, Crystal Reports, Website Monetization, SEM, MySQL, CMS, JavaScript, Unix, DOS, Salesforce.com..., Linux, HTML5
Education
Dallas Baptist University 2005 — 2006
Management Information Systems and Services
Tarrant County College 2003 — 2005
Computer Science
Kellwood Company July 2012 - Present
BrainSpin Technologies July 2009 - July 2012
TD Ameritrade June 2007 - June 2009
Fidelity Investments January 2006 - May 2007
Geek on Wheels February 2004 - December 2005
BV Logic May 2002 - January 2004
Skills
Salesforce.com, Project Management, Business Strategy, New Business Development, SaaS, Marketing Automation, ERP, CSS, Drupal, CRM software, Process Consulting, Management Consulting, CRM Integration, Salesforce.com..., Consultative Selling, Business Process..., System Administration, Online Marketing, Crystal Reports, Website Monetization, SEM, MySQL, CMS, JavaScript, Unix, DOS, Salesforce.com..., Linux, HTML5
Education
Dallas Baptist University 2005 — 2006
Management Information Systems and Services
Tarrant County College 2003 — 2005
Computer Science
Shailender Ahlawat Shailender Ahlawat's TD Ameritrade Experience April 2012 - December 2013
Job Global Head of UNIX/Linux Operations at Atos/McGraw Hill Financial
Industry Information Technology and Services
Experience
Atos March 2014 - Present
TD Ameritrade April 2012 - December 2013
NYSE Euronext November 2010 - April 2012
NYSE Euronext January 2008 - November 2010
NYSE Euronext January 2007 - January 2008
NYSE Euronext January 2006 - January 2007
NYSE Euronext September 2003 - January 2006
Skills
ITIL v3 Foundations..., Market Data, Disaster Recovery, Trading Systems, SDLC, Electronic Trading, Vendor Management, Data Center, Lean IT, Lean Operations, Linux, Perl, Cloud Computing, IT Management, ITIL, Troubleshooting, Risk Management, Incident Management, Change Management, VMware, IT Strategy, Active Directory, Visio, Business Analysis, Integration, Process Improvement, Testing, Software Documentation, Unix, Enterprise Architecture, Options, User Acceptance Testing, Requirements Analysis, Strategy, Software Project..., Solaris, Quality Assurance, IT Operations, Citrix, Analysis
Education
DeVry University 2000 — 2003
AS, BS, Telecommunications Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
General Sciences
Atos March 2014 - Present
TD Ameritrade April 2012 - December 2013
NYSE Euronext November 2010 - April 2012
NYSE Euronext January 2008 - November 2010
NYSE Euronext January 2007 - January 2008
NYSE Euronext January 2006 - January 2007
NYSE Euronext September 2003 - January 2006
Skills
ITIL v3 Foundations..., Market Data, Disaster Recovery, Trading Systems, SDLC, Electronic Trading, Vendor Management, Data Center, Lean IT, Lean Operations, Linux, Perl, Cloud Computing, IT Management, ITIL, Troubleshooting, Risk Management, Incident Management, Change Management, VMware, IT Strategy, Active Directory, Visio, Business Analysis, Integration, Process Improvement, Testing, Software Documentation, Unix, Enterprise Architecture, Options, User Acceptance Testing, Requirements Analysis, Strategy, Software Project..., Solaris, Quality Assurance, IT Operations, Citrix, Analysis
Education
DeVry University 2000 — 2003
AS, BS, Telecommunications Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
General Sciences
Christopher Swaine Christopher Swaine's TD Ameritrade Experience July 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
Fidelity Investments January 2012 - August 2012
Oppenheimer & Co. 2007 - December 2011
Silver Point Capital 2006 - 2007
CBS News 2005 - 2006
Skills
Investments, Strategic Financial..., Alternative Investments, Financial Analysis, Financial Modeling
Education
Denison University 2001 — 2005
TD Ameritrade July 2012 - Present
Fidelity Investments January 2012 - August 2012
Oppenheimer & Co. 2007 - December 2011
Silver Point Capital 2006 - 2007
CBS News 2005 - 2006
Skills
Investments, Strategic Financial..., Alternative Investments, Financial Analysis, Financial Modeling
Education
Denison University 2001 — 2005
Vishal Pahel's TD Ameritrade Experience January 2012 - June 2012
Job Recent Graduate Information Assurance
Industry Information Technology and Services
Experience
University of Nebraska at Omaha August 2013 - August 2014
Yahoo! January 2013 - August 2013
West Corporation July 2012 - October 2012
TD Ameritrade January 2012 - June 2012
Interpublic Group March 2011 - January 2012
Creighton University September 2008 - March 2011
Skills
IT Audit, Access, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Visio, UML, Requirements Gathering, Use Case Diagrams, Threat Modeling, Microsoft Office, Microsoft Excel
Education
University of Nebraska at Omaha 2013 — 2015
Master's degree, Information Assurance, 3.7/4.0
Creighton University 2008 — 2012
BSBA, Accounting, Business Intelligence and Analytics, 3.4/4.00
University of Nebraska at Omaha August 2013 - August 2014
Yahoo! January 2013 - August 2013
West Corporation July 2012 - October 2012
TD Ameritrade January 2012 - June 2012
Interpublic Group March 2011 - January 2012
Creighton University September 2008 - March 2011
Skills
IT Audit, Access, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Visio, UML, Requirements Gathering, Use Case Diagrams, Threat Modeling, Microsoft Office, Microsoft Excel
Education
University of Nebraska at Omaha 2013 — 2015
Master's degree, Information Assurance, 3.7/4.0
Creighton University 2008 — 2012
BSBA, Accounting, Business Intelligence and Analytics, 3.4/4.00
Lourdes Nakar Lourdes Nakar's TD Ameritrade Experience January 2006 - July 2006
Job Financial Services Business Analyst and Technology Consultant
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Tiziana LaFata Green's TD Ameritrade Experience January 2013 - Present
Job Change agent focused on leveraging social business capabilities and technology to fuel business growth
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade September 2004 - Present
Green Room Studios 2001 - Present
ConAgra Foods August 1998 - September 2004
ConAgra Foods August 1995 - May 1998
Skills
Strategy, Marketing, Social Media, Marketing Strategy, Program Management, Social Media Marketing, Project Management, E-commerce, Integrated Marketing, Management, Marketing Communications, Direct Marketing, Creative Direction, Product Marketing, Competitive Analysis, Advertising, CRM, Segmentation, Strategic Planning, Email Marketing, Public Speaking, Online Marketing, Sales, Public Relations, Budgets, Online Advertising, Lead Generation, Digital Marketing, Market Research, Customer Service, Market Planning, Leadership, Process Improvement, Cross-functional Team..., Business Strategy
Education
Creighton University 2003 — 2004
Mini-MBA program
University of Nebraska at Omaha 1990 — 1995
Bachelor of Arts, International Business w/minor in Spanish
Roncalli Catholic High School 1986 — 1990
TD Ameritrade January 2013 - Present
TD Ameritrade September 2004 - Present
Green Room Studios 2001 - Present
ConAgra Foods August 1998 - September 2004
ConAgra Foods August 1995 - May 1998
Skills
Strategy, Marketing, Social Media, Marketing Strategy, Program Management, Social Media Marketing, Project Management, E-commerce, Integrated Marketing, Management, Marketing Communications, Direct Marketing, Creative Direction, Product Marketing, Competitive Analysis, Advertising, CRM, Segmentation, Strategic Planning, Email Marketing, Public Speaking, Online Marketing, Sales, Public Relations, Budgets, Online Advertising, Lead Generation, Digital Marketing, Market Research, Customer Service, Market Planning, Leadership, Process Improvement, Cross-functional Team..., Business Strategy
Education
Creighton University 2003 — 2004
Mini-MBA program
University of Nebraska at Omaha 1990 — 1995
Bachelor of Arts, International Business w/minor in Spanish
Roncalli Catholic High School 1986 — 1990
Brian Brasfield's TD Ameritrade Experience October 2011 - April 2012
Job Customer Service, Management, Entry Cook Seeking Individual
Industry Warehousing
Experience
Michael's Distribution Center June 2012 - November 2013
TD Ameritrade October 2011 - April 2012
TIAA CREF March 2011 - August 2011
Capital One Bank February 2006 - December 2010
Skills
Operations Management, Retail Banking, Banking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Technical Support, Windows 7, Branch Banking, Microsoft Powerpoint, Microsoft Outlook, Computer Proficiency, Computer Software..., Windows Vista, Windows Server, Warehousing, Teller Operations, Personal Banking, Management, Cooking, Sales, Event Planning, Leadership, Finance, Team Building, Sales Management, Credit
Education
Dallas Baptist University 1996 — 2001
Business, Management, Marketing, and Related Support Services
Michael's Distribution Center June 2012 - November 2013
TD Ameritrade October 2011 - April 2012
TIAA CREF March 2011 - August 2011
Capital One Bank February 2006 - December 2010
Skills
Operations Management, Retail Banking, Banking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Technical Support, Windows 7, Branch Banking, Microsoft Powerpoint, Microsoft Outlook, Computer Proficiency, Computer Software..., Windows Vista, Windows Server, Warehousing, Teller Operations, Personal Banking, Management, Cooking, Sales, Event Planning, Leadership, Finance, Team Building, Sales Management, Credit
Education
Dallas Baptist University 1996 — 2001
Business, Management, Marketing, and Related Support Services
Nimit Parikh, ITIL v3 Nimit Parikh, ITIL v3's TD Ameritrade Experience March 2008 - October 2008
Job SQL Server DBA at NBCUniversal, Inc.
Industry Information Technology and Services
Experience
NBCUniversal, Inc. October 2014 - Present
Verizon Enterprise Solutions July 2009 - September 2014
AES Corporation October 2008 - July 2009
TD Ameritrade March 2008 - October 2008
Skills
ITIL v3 Foundations..., Microsoft SQL Server, Database Administration, Performance Tuning, Disaster Recovery, Backup & Restore, Change Management, Database Design, Data Warehouse..., VLDB, Replication, PL/SQL, SSRS, SSIS, Databases, IT Strategy, SQL, Software Project..., ITIL, Visio, Data Migration, SDLC, Data Modeling, Enterprise Architecture, SQL Tuning, Oracle, High Availability, Data Warehousing, SharePoint, Data Center, ETL, Business Intelligence, Agile Methodologies, VMware, SOA, Windows Server, T-SQL, Stored Procedures, Servers, Cluster, IT Service Management, Requirements Gathering, Software Development, Testing, Solution Architecture, Integration, IIS
Education
New York Institute of Technology-Old Westbury 2006 — 2007
Master's degree, Computer Science
Dharmsinh Desai Institute of Technology 2001 — 2005
BE, Information Technology
Diwan Ballubhai 1990 — 2001
High School
NBCUniversal, Inc. October 2014 - Present
Verizon Enterprise Solutions July 2009 - September 2014
AES Corporation October 2008 - July 2009
TD Ameritrade March 2008 - October 2008
Skills
ITIL v3 Foundations..., Microsoft SQL Server, Database Administration, Performance Tuning, Disaster Recovery, Backup & Restore, Change Management, Database Design, Data Warehouse..., VLDB, Replication, PL/SQL, SSRS, SSIS, Databases, IT Strategy, SQL, Software Project..., ITIL, Visio, Data Migration, SDLC, Data Modeling, Enterprise Architecture, SQL Tuning, Oracle, High Availability, Data Warehousing, SharePoint, Data Center, ETL, Business Intelligence, Agile Methodologies, VMware, SOA, Windows Server, T-SQL, Stored Procedures, Servers, Cluster, IT Service Management, Requirements Gathering, Software Development, Testing, Solution Architecture, Integration, IIS
Education
New York Institute of Technology-Old Westbury 2006 — 2007
Master's degree, Computer Science
Dharmsinh Desai Institute of Technology 2001 — 2005
BE, Information Technology
Diwan Ballubhai 1990 — 2001
High School
Dixon Rohr's TD Ameritrade Experience 2013 - Present
Job Senior Manager User Experience Design at TD Ameritrade
Industry Design
Experience
TD Ameritrade 2013 - Present
TD Ameritrade September 2011 - March 2013
Rohr Design 1998 - December 2011
HUGE Inc. 2011 - 2011
Publicis Modem 2009 - 2011
Time Inc. Interactive 2001 - 2008
R/GA Interactive 1999 - 2002
Newsweek 1992 - 1999
Skills
User Experience, iPad, Product Development, Web 2.0, CMS, Interaction Design, User-centered Design, Information Architecture, Usability Testing, User Interface, Analytics, User Experience Design, Digital Media, SEO, Integrated Marketing, Usability, User Interface Design, Experience Design, Digital Strategy
Education
New York University 1997 — 2000
MPS, Interactive Telecommunications Program
New York University
Certificate, Intensive Multimedia Design and Production
Dickinson College
BA, Economics
TD Ameritrade 2013 - Present
TD Ameritrade September 2011 - March 2013
Rohr Design 1998 - December 2011
HUGE Inc. 2011 - 2011
Publicis Modem 2009 - 2011
Time Inc. Interactive 2001 - 2008
R/GA Interactive 1999 - 2002
Newsweek 1992 - 1999
Skills
User Experience, iPad, Product Development, Web 2.0, CMS, Interaction Design, User-centered Design, Information Architecture, Usability Testing, User Interface, Analytics, User Experience Design, Digital Media, SEO, Integrated Marketing, Usability, User Interface Design, Experience Design, Digital Strategy
Education
New York University 1997 — 2000
MPS, Interactive Telecommunications Program
New York University
Certificate, Intensive Multimedia Design and Production
Dickinson College
BA, Economics
Victoria Greenland's TD Ameritrade Experience 2007 - 2010
Job
Industry Financial Services
Experience
Citi May 2015 - Present
Consultant 2006 - Present
Big M Inc 2011 - 2012
TD Ameritrade 2007 - 2010
The Children's Place 2002 - 2006
Citigroup 1997 - 2002
Skills
Strategic Planning, Marketing Communications, Marketing Strategy, Marketing, Direct Marketing, Vendor Management, Strategic Partnerships, Management, Leadership, Copywriting, Budgets, Team Leadership, Event Management, Program Management, Social Media, Project Management, Advertising, Customer Retention, Financial Services, Loyalty Programs, Digital Marketing, Account Management, Brand & Sales Activation, Aprimo, Integrated Marketing, Competitive Analysis
Education
DePaul University
MA, Corporate Communication
Landmark Education (and Steve)
Landmark Education (and Steve)
Northern Illinois University
BA, Public Relations
Citi May 2015 - Present
Consultant 2006 - Present
Big M Inc 2011 - 2012
TD Ameritrade 2007 - 2010
The Children's Place 2002 - 2006
Citigroup 1997 - 2002
Skills
Strategic Planning, Marketing Communications, Marketing Strategy, Marketing, Direct Marketing, Vendor Management, Strategic Partnerships, Management, Leadership, Copywriting, Budgets, Team Leadership, Event Management, Program Management, Social Media, Project Management, Advertising, Customer Retention, Financial Services, Loyalty Programs, Digital Marketing, Account Management, Brand & Sales Activation, Aprimo, Integrated Marketing, Competitive Analysis
Education
DePaul University
MA, Corporate Communication
Landmark Education (and Steve)
Landmark Education (and Steve)
Northern Illinois University
BA, Public Relations
Michelle McIntosh's TD Ameritrade Experience 2008 - Present
Job Sr. HR Manager
Industry Human Resources
Experience
TD Ameritrade 2008 - Present
West Corporation June 2007 - March 2008
West Corporation April 2003 - June 2007
West Interactive Corporation 2000 - 2003
Skills
Talent Acquisition, Performance Management, Employee Relations, Deferred Compensation, Talent Management, Succession Planning, Workforce Planning, Applicant Tracking..., Human Resources, Benefits Administration, Vendor Management, Onboarding, HR Policies, HRIS, Employee Benefits, Employee Engagement, Recruiting, Management, PeopleSoft, Personnel Management, College Recruiting, New Hire Orientations, Interviews, FMLA
Education
Doane College 1989 — 1993
BA, Political Science
TD Ameritrade 2008 - Present
West Corporation June 2007 - March 2008
West Corporation April 2003 - June 2007
West Interactive Corporation 2000 - 2003
Skills
Talent Acquisition, Performance Management, Employee Relations, Deferred Compensation, Talent Management, Succession Planning, Workforce Planning, Applicant Tracking..., Human Resources, Benefits Administration, Vendor Management, Onboarding, HR Policies, HRIS, Employee Benefits, Employee Engagement, Recruiting, Management, PeopleSoft, Personnel Management, College Recruiting, New Hire Orientations, Interviews, FMLA
Education
Doane College 1989 — 1993
BA, Political Science
Nick Stender's TD Ameritrade Experience April 2008 - Present
Job Retail Sales & Service Strategy
Industry Financial Services
Experience
TD Ameritrade April 2008 - Present
TD Ameritrade June 2006 - April 2008
Skills
Retail Sales, Retail Marketing, Business Strategy, Marketing Strategy, Multi-channel Retail, Business Development, Cross Selling, Business Planning, Outbound Marketing, Financial Services, Banking, Finance, Analytics, Forecasting, Financial Markets, Call Centers, Business Process..., Relationship Management
Education
Creighton University 1996 — 2002
Finance, Finance
TD Ameritrade April 2008 - Present
TD Ameritrade June 2006 - April 2008
Skills
Retail Sales, Retail Marketing, Business Strategy, Marketing Strategy, Multi-channel Retail, Business Development, Cross Selling, Business Planning, Outbound Marketing, Financial Services, Banking, Finance, Analytics, Forecasting, Financial Markets, Call Centers, Business Process..., Relationship Management
Education
Creighton University 1996 — 2002
Finance, Finance
Jeffrey Doornbos, PhD's TD Ameritrade Experience January 1999 - January 2004
Job Manager at PwC
Industry Financial Services
Experience
PwC March 2015 - Present
Cloud Sherpas May 2013 - March 2015
IBM January 2007 - May 2013
JP Group Financial LLC January 2005 - January 2007
JPMorgan Chase January 2004 - January 2005
TD Ameritrade January 1999 - January 2004
USA/Stafford Trading January 1992 - January 1999
Skills
Business Process..., Business Process, Change Management, Strategy, Risk Management, Business Process Design, Management, Banking, Financial Services, Salesforce.com, Management Consulting, Insurance, Business Analysis, Business Transformation, IT Strategy, Business Process..., Solution Architecture, Enterprise Architecture, Business Intelligence, Enterprise Software, CRM, Integration
Education
DePaul University
B.S
Institute of Business and Finance
M.S
Madison University
Ph.D
PwC March 2015 - Present
Cloud Sherpas May 2013 - March 2015
IBM January 2007 - May 2013
JP Group Financial LLC January 2005 - January 2007
JPMorgan Chase January 2004 - January 2005
TD Ameritrade January 1999 - January 2004
USA/Stafford Trading January 1992 - January 1999
Skills
Business Process..., Business Process, Change Management, Strategy, Risk Management, Business Process Design, Management, Banking, Financial Services, Salesforce.com, Management Consulting, Insurance, Business Analysis, Business Transformation, IT Strategy, Business Process..., Solution Architecture, Enterprise Architecture, Business Intelligence, Enterprise Software, CRM, Integration
Education
DePaul University
B.S
Institute of Business and Finance
M.S
Madison University
Ph.D
Rob Shoemaker's TD Ameritrade Experience 2000 - 2005
Job System Admin of TDA Back Office System at TDAmeritrade
Industry Information Technology and Services
Experience
TDAmeritrade January 2012 - Present
TDAmeritrade January 2008 - January 2012
Ameritrade 2005 - 2008
TD Ameritrade 2000 - 2005
Skills
Quality Assurance, Production Support, Weblogic, JBoss Application Server, SDLC, LoadRunner, Software Quality..., Agile Methodologies, SOA, Visio, Unix Shell Scripting, Data Modeling, Enterprise Architecture, Portfolio Management, Data Warehousing
Education
Doane College
BS/BA
TDAmeritrade January 2012 - Present
TDAmeritrade January 2008 - January 2012
Ameritrade 2005 - 2008
TD Ameritrade 2000 - 2005
Skills
Quality Assurance, Production Support, Weblogic, JBoss Application Server, SDLC, LoadRunner, Software Quality..., Agile Methodologies, SOA, Visio, Unix Shell Scripting, Data Modeling, Enterprise Architecture, Portfolio Management, Data Warehousing
Education
Doane College
BS/BA
Ed Mills's TD Ameritrade Experience October 2005 - May 2006
Job Assistant Team Manager TD Ameritrade Institutional Trading
Industry Financial Services
Experience
TDAmeritrade Holding Corp October 2007 - Present
TDAmeritrade May 2006 - October 2007
TD Ameritrade October 2005 - May 2006
Ameritrade December 2004 - October 2005
Wal-Mart Stores, Inc May 1998 - December 2004
Skills
Securities, Options, Trading, Series 63, Series 7, Management, FINRA, Mutual Funds, Financial Services, Investments, Risk Management, Equities, Training, Series 24, Coaching
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Mass Communication/Media Studies
DePauw University 1994 — 1998
B.A, Communication
TDAmeritrade Holding Corp October 2007 - Present
TDAmeritrade May 2006 - October 2007
TD Ameritrade October 2005 - May 2006
Ameritrade December 2004 - October 2005
Wal-Mart Stores, Inc May 1998 - December 2004
Skills
Securities, Options, Trading, Series 63, Series 7, Management, FINRA, Mutual Funds, Financial Services, Investments, Risk Management, Equities, Training, Series 24, Coaching
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Mass Communication/Media Studies
DePauw University 1994 — 1998
B.A, Communication
Brian Gydesen's TD Ameritrade Experience 2001 - 2009
Job Manager Consultant at Sogeti
Industry Computer Software
Experience
Sogeti 2012 - Present
CSG Systems April 2011 - 2012
FirstComp Insurance 2009 - 2011
TD Ameritrade 2001 - 2009
Arthur Andersen 1998 - 1999
Skills
Quality Assurance, Testing, Requirements Analysis, Software Quality..., Test Planning, SDLC, Test Cases, Process Improvement, Software Project..., Agile, Business Analysis, Risk Management, Agile Methodologies, Regression Testing, Test Automation, Quality Center
Education
Doane College 1990 — 1994
BS, Computer Science
University of Nebraska at Omaha
MBA
Sogeti 2012 - Present
CSG Systems April 2011 - 2012
FirstComp Insurance 2009 - 2011
TD Ameritrade 2001 - 2009
Arthur Andersen 1998 - 1999
Skills
Quality Assurance, Testing, Requirements Analysis, Software Quality..., Test Planning, SDLC, Test Cases, Process Improvement, Software Project..., Agile, Business Analysis, Risk Management, Agile Methodologies, Regression Testing, Test Automation, Quality Center
Education
Doane College 1990 — 1994
BS, Computer Science
University of Nebraska at Omaha
MBA
Felicia Chen's TD Ameritrade Experience September 2004 - December 2010
Job AllPurpose Awesome
Industry Internet
Experience
Whole Foods Market October 2013 - Present
TD Ameritrade September 2004 - December 2010
Coffee Society June 2000 - October 2004
Cupertino Sports Center June 1999 - July 2001
Skills
SQL, Data Analysis, Research, Employee Training, Customer Service, Human Resources, Social Media, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Social Networking, PowerPoint, Coaching, Management, Public Speaking, Team Building, Facebook, Event Planning, Optimization, Java
Education
San Jose State University 2007 — 2013
Bachelor's Degree, Psychology, Neuroscience focus
De Anza College 2001 — 2007
Whole Foods Market October 2013 - Present
TD Ameritrade September 2004 - December 2010
Coffee Society June 2000 - October 2004
Cupertino Sports Center June 1999 - July 2001
Skills
SQL, Data Analysis, Research, Employee Training, Customer Service, Human Resources, Social Media, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Social Networking, PowerPoint, Coaching, Management, Public Speaking, Team Building, Facebook, Event Planning, Optimization, Java
Education
San Jose State University 2007 — 2013
Bachelor's Degree, Psychology, Neuroscience focus
De Anza College 2001 — 2007
Peter Augustin's TD Ameritrade Experience May 2009 - Present
Job Senior Operations Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2009 - Present
TD Ameritrade April 1999 - March 2010
TD Ameritrade January 2003 - December 2007
TD Ameritrade May 2000 - January 2003
Woodhaven National Bank 1997 - 1999
Bank One April 1996 - April 1998
Skills
Risk Management, Securities, Financial Services, Leadership, Series 7, Series 63, Mutual Funds, Portfolio Management, Process Improvement, Training, Management
Education
Dallas Baptist University 2002 — 2004
Bachelor's degree, Business Administration and Management, General
TD Ameritrade May 2009 - Present
TD Ameritrade April 1999 - March 2010
TD Ameritrade January 2003 - December 2007
TD Ameritrade May 2000 - January 2003
Woodhaven National Bank 1997 - 1999
Bank One April 1996 - April 1998
Skills
Risk Management, Securities, Financial Services, Leadership, Series 7, Series 63, Mutual Funds, Portfolio Management, Process Improvement, Training, Management
Education
Dallas Baptist University 2002 — 2004
Bachelor's degree, Business Administration and Management, General
Brent Ruether's TD Ameritrade Experience April 2006 - August 2006
Job Lead Estimator at Epco Ltd., Inc
Industry Insurance
Experience
Marsh Creek Concrete Inc April 2011 - November 2014
Fauss Construction December 2006 - April 2011
D&T Shirtified October 2004 - April 2007
Mutual of Omaha April 2006 - December 2006
Professional Research Consultants July 2004 - December 2006
TD Ameritrade April 2006 - August 2006
United States Postal Service December 2002 - March 2005
Skills
Accounting, Call Centers, Customer Service, Interviews, Program Management, Training
Education
Metropolitan Community College 2010 — 2010
EMT Basic
Doane College 2000 — 2004
Bachelor, Theatre Emphasis: (Acting/Improvisation) German Emphasis: German language
Logan View Jr/ Sr. High School 1993 — 2000
General Education
Marsh Creek Concrete Inc April 2011 - November 2014
Fauss Construction December 2006 - April 2011
D&T Shirtified October 2004 - April 2007
Mutual of Omaha April 2006 - December 2006
Professional Research Consultants July 2004 - December 2006
TD Ameritrade April 2006 - August 2006
United States Postal Service December 2002 - March 2005
Skills
Accounting, Call Centers, Customer Service, Interviews, Program Management, Training
Education
Metropolitan Community College 2010 — 2010
EMT Basic
Doane College 2000 — 2004
Bachelor, Theatre Emphasis: (Acting/Improvisation) German Emphasis: German language
Logan View Jr/ Sr. High School 1993 — 2000
General Education
Russ Hancock's TD Ameritrade Experience January 2010 - January 2014
Job Audit Director
Industry Financial Services
Experience
First Data Corporation March 2014 - Present
TD Ameritrade January 2010 - January 2014
TD Ameritrade January 2005 - January 2010
TD Ameritrade November 1999 - January 2005
Guarantee Life Insurance Company September 1996 - November 1999
First National Bank of Omaha September 1995 - September 1996
FirsTier Financial, Inc. June 1994 - September 1995
Skills
Risk Management, Enterprise Risk..., Auditing, Due Diligence, Financial Services, Financial Risk, Management, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Finance, Banking, Internal Controls, Financial Reporting, Accounting, Financial Modeling, Mergers & Acquisitions
Education
Creighton University
MBA
University of Nebraska-Lincoln 1983 — 1988
BSBA, Finance
High School
First Data Corporation March 2014 - Present
TD Ameritrade January 2010 - January 2014
TD Ameritrade January 2005 - January 2010
TD Ameritrade November 1999 - January 2005
Guarantee Life Insurance Company September 1996 - November 1999
First National Bank of Omaha September 1995 - September 1996
FirsTier Financial, Inc. June 1994 - September 1995
Skills
Risk Management, Enterprise Risk..., Auditing, Due Diligence, Financial Services, Financial Risk, Management, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Finance, Banking, Internal Controls, Financial Reporting, Accounting, Financial Modeling, Mergers & Acquisitions
Education
Creighton University
MBA
University of Nebraska-Lincoln 1983 — 1988
BSBA, Finance
High School
Jason May's TD Ameritrade Experience January 2012 - Present
Job Senior Manager Resource Desk at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
TD Ameritrade September 2010 - April 2012
TD Ameritrade September 2009 - September 2010
TD Ameritrade September 2005 - September 2009
Skills
Series 7, Series 24, Mutual Funds, Securities, FINRA, Asset Allocation, Wealth Management, Portfolio Management, Trading, Options, Financial Services, Equities, People Leadership, Change Management, Learning & Development..., Sales Services, Business Coaching, Series 66, Series 4, Process Improvement, Innovation Management, Investments, Risk Management, Management, Asset Management, Investment Advisory, Finance
Education
De Anza College
TD Ameritrade January 2012 - Present
TD Ameritrade September 2010 - April 2012
TD Ameritrade September 2009 - September 2010
TD Ameritrade September 2005 - September 2009
Skills
Series 7, Series 24, Mutual Funds, Securities, FINRA, Asset Allocation, Wealth Management, Portfolio Management, Trading, Options, Financial Services, Equities, People Leadership, Change Management, Learning & Development..., Sales Services, Business Coaching, Series 66, Series 4, Process Improvement, Innovation Management, Investments, Risk Management, Management, Asset Management, Investment Advisory, Finance
Education
De Anza College
Dwayne Hopkinson's TD Ameritrade Experience March 2000 - March 2002
Job Systems Specialist at Fidessa
Industry Financial Services
Experience
Fidessa March 2006 - Present
NYSE 2002 - 2005
TD Ameritrade March 2000 - March 2002
Skills
Fidessa, Trading Systems, Market Data, Order Management, Sybase, Equity Trading, Electronic Trading, Trading, Options, Equities, Middle Office, Financial Markets, Derivatives, Business Analysis, Trading System, Program Trading, Software Project..., Business Requirements, Software Implementation, Incident Management, Integration, Securities, Back Office, Routing, Low Latency, Exchange Connectivity, Connectivity
Education
Dalhousie University 1994 — 1998
Bachelor's degree, Foreign Affairs and Sociology
Lester B. Pearson CI 1988 — 1994
High School Diploma
Fidessa March 2006 - Present
NYSE 2002 - 2005
TD Ameritrade March 2000 - March 2002
Skills
Fidessa, Trading Systems, Market Data, Order Management, Sybase, Equity Trading, Electronic Trading, Trading, Options, Equities, Middle Office, Financial Markets, Derivatives, Business Analysis, Trading System, Program Trading, Software Project..., Business Requirements, Software Implementation, Incident Management, Integration, Securities, Back Office, Routing, Low Latency, Exchange Connectivity, Connectivity
Education
Dalhousie University 1994 — 1998
Bachelor's degree, Foreign Affairs and Sociology
Lester B. Pearson CI 1988 — 1994
High School Diploma
Myron Dewoody's TD Ameritrade Experience February 2012 - October 2012
Job IWS Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade February 2012 - October 2012
TD Ameritrade March 2010 - February 2012
Fidelity Investments July 2007 - March 2010
Fidelity Investments 1993 - 2010
Skills
Series 63, Series 24, Uniform Combined State..., Retirement Planning, Asset Allocation, High Net Worth...
Education
Dallas County Community College 1985 — 1990
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade February 2012 - October 2012
TD Ameritrade March 2010 - February 2012
Fidelity Investments July 2007 - March 2010
Fidelity Investments 1993 - 2010
Skills
Series 63, Series 24, Uniform Combined State..., Retirement Planning, Asset Allocation, High Net Worth...
Education
Dallas County Community College 1985 — 1990
Ang(Leon) Li's TD Ameritrade Experience Youth HelperFormosan Christian Church of DallasAugust 2014 - Present
Job Real Estate Agent at DFW HOME
Industry Financial Services
Experience
TD Ameritrade Youth HelperFormosan Christian Church of DallasAugust 2014 - Present
DFW HOME January 2009 - Present
Sunray Chinese School October 2007 - Present
TD Ameritrade May 2008 - October 2008
JNC Partners June 2006 - August 2006
Skills
Microsoft Office, Research, Microsoft Excel, Teaching, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Analysis, Customer Service, Leadership, Finance, Event Planning, Financial Analysis, Community Outreach
Education
Dallas Theological Seminary 2012 — 2016
Master's Degree, Theology/Theological Studies
The University of Texas at Arlington 2005 — 2008
B.S., Biology, Chemistry and Business
Southern Methodist University 2004 — 2005
N/A, Engineering, Biology
Dallas Theological Seminary
TD Ameritrade Youth HelperFormosan Christian Church of DallasAugust 2014 - Present
DFW HOME January 2009 - Present
Sunray Chinese School October 2007 - Present
TD Ameritrade May 2008 - October 2008
JNC Partners June 2006 - August 2006
Skills
Microsoft Office, Research, Microsoft Excel, Teaching, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Analysis, Customer Service, Leadership, Finance, Event Planning, Financial Analysis, Community Outreach
Education
Dallas Theological Seminary 2012 — 2016
Master's Degree, Theology/Theological Studies
The University of Texas at Arlington 2005 — 2008
B.S., Biology, Chemistry and Business
Southern Methodist University 2004 — 2005
N/A, Engineering, Biology
Dallas Theological Seminary
Arik Schechet CFP, CPA's TD Ameritrade Experience October 2006 - May 2008
Job Vice President, Relationship Management at Wellesley Investment Advisors
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
John Tilley's TD Ameritrade Experience December 2009 - March 2010
Job Data Analyst / Business Analyst at First Southwest Company
Industry Financial Services
Experience
First Southwest Company September 2011 - Present
Robert Half Technology August 2010 - September 2011
TD Ameritrade December 2009 - March 2010
Wells Fargo Advisors April 2007 - December 2009
USAA Investment Management Company January 1999 - March 2007
Skills
Vendor Management, Business Analysis, Process Improvement, Software Lifecycle, Risk Management, CRM, Banking, SDLC, Equities, Leadership, Operations Management, Team Leadership, Financial Services, Analysis, Management, Data Analysis, Securities, Access, Business Process..., Business Process
Education
Dallas Baptist University
B.A, Business Administration/MIS
First Southwest Company September 2011 - Present
Robert Half Technology August 2010 - September 2011
TD Ameritrade December 2009 - March 2010
Wells Fargo Advisors April 2007 - December 2009
USAA Investment Management Company January 1999 - March 2007
Skills
Vendor Management, Business Analysis, Process Improvement, Software Lifecycle, Risk Management, CRM, Banking, SDLC, Equities, Leadership, Operations Management, Team Leadership, Financial Services, Analysis, Management, Data Analysis, Securities, Access, Business Process..., Business Process
Education
Dallas Baptist University
B.A, Business Administration/MIS
Hollie Mason's TD Ameritrade Experience December 2009 - Present
Job Senior Counsel at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2009 - Present
QA3 Financial Group August 2008 - December 2009
Skills
Securities, FINRA, Securities Litigation, Series 7, Investment Advisory, Mutual Funds, Securities Regulation, Financial Services, Risk Management, Investments, Equities, Portfolio Management, Alternative Investments, Options, Fixed Income
Education
Creighton University School of Law 1999 — 2002
Doctor of Law (JD), Law
Creighton University School of Law 1999 — 2002
Juris Doctorate, Law
TD Ameritrade December 2009 - Present
QA3 Financial Group August 2008 - December 2009
Skills
Securities, FINRA, Securities Litigation, Series 7, Investment Advisory, Mutual Funds, Securities Regulation, Financial Services, Risk Management, Investments, Equities, Portfolio Management, Alternative Investments, Options, Fixed Income
Education
Creighton University School of Law 1999 — 2002
Doctor of Law (JD), Law
Creighton University School of Law 1999 — 2002
Juris Doctorate, Law
Stephanie Ripp's TD Ameritrade Experience August 1999 - July 2007
Job Compliance Officer
Industry Financial Services
Experience
BancWest Investment Services April 2013 - Present
BancWest Investment Services April 2011 - April 2013
Legent Clearing July 2007 - May 2011
TD Ameritrade August 1999 - July 2007
Skills
Series 7, Risk Management, Compliance, Securities, AML, Series 24, Investments, Financial Services, Mutual Funds, Banking, Due Diligence, Portfolio Management, Series 63, Asset Management, Equities, FINRA, Financial Analysis, Wealth Management, Financial Risk
Education
University of Nebraska at Omaha 1999 — 2001
M.A, Economics
Creighton University 1995 — 1999
B.A., Political Science
BancWest Investment Services April 2013 - Present
BancWest Investment Services April 2011 - April 2013
Legent Clearing July 2007 - May 2011
TD Ameritrade August 1999 - July 2007
Skills
Series 7, Risk Management, Compliance, Securities, AML, Series 24, Investments, Financial Services, Mutual Funds, Banking, Due Diligence, Portfolio Management, Series 63, Asset Management, Equities, FINRA, Financial Analysis, Wealth Management, Financial Risk
Education
University of Nebraska at Omaha 1999 — 2001
M.A, Economics
Creighton University 1995 — 1999
B.A., Political Science
John Stout's TD Ameritrade Experience May 2014 - Present
Job IT Application Development Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade November 2005 - May 2014
TD Ameritrade June 2000 - October 2005
TD Ameritrade July 1998 - June 2000
TD Ameritrade October 1997 - July 1998
Circuit City August 1996 - February 1998
ShirWare March 1996 - October 1997
Gateway College February 1996 - June 1996
Skills
Software Development, SDLC, Business Analysis, Testing, Requirements Gathering, Risk Management, Java, Requirements Analysis, Visio, Team Leadership, Software Project..., Intersystems Cache, Options, User Acceptance Testing, Agile Methodologies, Credit Risk, Portfolio Margin, Margin Requirements, Vendor Management, Eclipse, Process Improvement, Trading Systems, Integration, Program Management, Agile Project Management, MUMPS, Microsoft Office, Waterfall, Business Requirements, Software Quality..., Systems Analysis, Equities, Technical Leadership, Problem Solving, Technical Project..., Cache Object Script, Portfolio Management, Securities, Test Planning, SQL, Leadership, OneNote, Technical Documentation, MS Project, Access, Hands-on Technical..., Mentoring, Continuous Improvement, Performance Technology, Analysis
Education
Doane College 2014 — 2017
Master's Degree, Management Information Systems, General
Doane College-Lincoln Grand Island and Master 2011 — 2013
Bachelor of Science (BS), Information Systems Management, 3.579
Gateway College 1995 — 1996
Associate Degree of Applied Science Computer Systems Analyst (AS), Computer Technology/Computer Systems Technology, 3.66
TD Ameritrade May 2014 - Present
TD Ameritrade November 2005 - May 2014
TD Ameritrade June 2000 - October 2005
TD Ameritrade July 1998 - June 2000
TD Ameritrade October 1997 - July 1998
Circuit City August 1996 - February 1998
ShirWare March 1996 - October 1997
Gateway College February 1996 - June 1996
Skills
Software Development, SDLC, Business Analysis, Testing, Requirements Gathering, Risk Management, Java, Requirements Analysis, Visio, Team Leadership, Software Project..., Intersystems Cache, Options, User Acceptance Testing, Agile Methodologies, Credit Risk, Portfolio Margin, Margin Requirements, Vendor Management, Eclipse, Process Improvement, Trading Systems, Integration, Program Management, Agile Project Management, MUMPS, Microsoft Office, Waterfall, Business Requirements, Software Quality..., Systems Analysis, Equities, Technical Leadership, Problem Solving, Technical Project..., Cache Object Script, Portfolio Management, Securities, Test Planning, SQL, Leadership, OneNote, Technical Documentation, MS Project, Access, Hands-on Technical..., Mentoring, Continuous Improvement, Performance Technology, Analysis
Education
Doane College 2014 — 2017
Master's Degree, Management Information Systems, General
Doane College-Lincoln Grand Island and Master 2011 — 2013
Bachelor of Science (BS), Information Systems Management, 3.579
Gateway College 1995 — 1996
Associate Degree of Applied Science Computer Systems Analyst (AS), Computer Technology/Computer Systems Technology, 3.66
Tim Simonds's TD Ameritrade Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
First National Bank of Omaha 2012 - Present
First National Bank of Omaha 2009 - 2012
TD Ameritrade 2006 - 2009
TD Ameritrade 2000 - 2006
TD Ameritrade 1999 - 2000
Skills
Business Intelligence, SAS
Education
Doane College 1996 — 1999
MA, Business
University of Nebraska-Lincoln 1988 — 1993
BS, Mathematics
First National Bank of Omaha 2012 - Present
First National Bank of Omaha 2009 - 2012
TD Ameritrade 2006 - 2009
TD Ameritrade 2000 - 2006
TD Ameritrade 1999 - 2000
Skills
Business Intelligence, SAS
Education
Doane College 1996 — 1999
MA, Business
University of Nebraska-Lincoln 1988 — 1993
BS, Mathematics
Victor J. Orlando's TD Ameritrade Experience 2000 - 2001
Job J.P. Morgan Asset Management / Service Associate / Certified Fund Specialist (CFS) Candidate
Industry Financial Services
Experience
J.P. Morgan April 2011 - Present
J.P. Morgan 2008 - 2011
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2004 - 2008
Lincoln Financial Advisors 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
TD Ameritrade 2000 - 2001
Skills
Mutual Funds, Investments, Series 63, Asset Management, Equities, Financial Services, Banking, Credit, Series 7, Financial Planning, Asset Allocation, Employee Training, Personal Finance, Retirement Planning, Wealth Management..., Series 24
Education
DePaul University
BS, Finance
J.P. Morgan April 2011 - Present
J.P. Morgan 2008 - 2011
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2004 - 2008
Lincoln Financial Advisors 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
TD Ameritrade 2000 - 2001
Skills
Mutual Funds, Investments, Series 63, Asset Management, Equities, Financial Services, Banking, Credit, Series 7, Financial Planning, Asset Allocation, Employee Training, Personal Finance, Retirement Planning, Wealth Management..., Series 24
Education
DePaul University
BS, Finance
Rachel Crawford's TD Ameritrade Experience October 2011 - Present
Job Sr. Business Data Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
TD Ameritrade December 2009 - September 2011
thinkorswim July 2008 - December 2009
Skills
Microsoft Office, PowerPoint, Analysis, Microsoft Word, Accounting, SQL, Oracle SQL, Microsoft SQL Server, Microsoft Excel, Team Leadership, Business Analysis, Financial Reporting, Marketing, Data Analysis, Forecasting, Software Documentation, SharePoint, Process Improvement, Project Management, Software Development, Outlook, Databases, Integration, HTML, Program Management, Leadership, Management, Human Resources, Visio
Education
DePaul University 2010 — 2013
MBA, Business Strategy
Regis University 2004 — 2008
BS, Business, Finance, Economics
TD Ameritrade October 2011 - Present
TD Ameritrade December 2009 - September 2011
thinkorswim July 2008 - December 2009
Skills
Microsoft Office, PowerPoint, Analysis, Microsoft Word, Accounting, SQL, Oracle SQL, Microsoft SQL Server, Microsoft Excel, Team Leadership, Business Analysis, Financial Reporting, Marketing, Data Analysis, Forecasting, Software Documentation, SharePoint, Process Improvement, Project Management, Software Development, Outlook, Databases, Integration, HTML, Program Management, Leadership, Management, Human Resources, Visio
Education
DePaul University 2010 — 2013
MBA, Business Strategy
Regis University 2004 — 2008
BS, Business, Finance, Economics
Brenton Hunter's TD Ameritrade Experience February 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade December 2014 - February 2015
TD Ameritrade June 2013 - November 2014
TD Ameritrade October 2010 - May 2013
Skills
Microsoft Excel, Series 7, Series 63, Series 66, Finance
Education
Dakota State University 2005 — 2010
Bachelor of Science (B.S.), Business Management
TD Ameritrade February 2015 - Present
TD Ameritrade December 2014 - February 2015
TD Ameritrade June 2013 - November 2014
TD Ameritrade October 2010 - May 2013
Skills
Microsoft Excel, Series 7, Series 63, Series 66, Finance
Education
Dakota State University 2005 — 2010
Bachelor of Science (B.S.), Business Management
lisa dagerman's TD Ameritrade Experience April 2012 - Present
Job
Industry Information Technology and Services
Experience
TD Ameritrade April 2012 - Present
Its All About You Coaching May 2002 - Present
Education
Creighton University School of Law 2009 — 2010
MS, Negotiation and Dispute Resolution
2006 Bellevue University/Gallup
BS, Management - Strength Based Management
Graduate of the ADD Coach Training Academy - 2008
Marian High School
TD Ameritrade April 2012 - Present
Its All About You Coaching May 2002 - Present
Education
Creighton University School of Law 2009 — 2010
MS, Negotiation and Dispute Resolution
2006 Bellevue University/Gallup
BS, Management - Strength Based Management
Graduate of the ADD Coach Training Academy - 2008
Marian High School
Joseph Mazzola's TD Ameritrade Experience January 2008 - December 2014
Job Portfolio Manager
Industry Investment Management
Experience
Shelton Capital Management January 2015 - Present
TD Ameritrade January 2008 - December 2014
Simplex Investments February 2004 - December 2007
Bear Stearns March 2000 - October 2003
Skills
Public Speaking, Financial Analysis, Equity Derivatives, Financial Modeling, Financial Management, Project Portfolio..., Content Creation, Content Strategy, Managerial Finance, Equities, Portfolio Management, Investments, Proprietary Trading, Derivatives, Options, Trading, Alternative Investments, ETFs, Finance, Financial Markets, Financial Risk, Hedging, Risk Management, Securities, Valuation, Volatility, FINRA, Investment Management, Series 7, Options Strategies, Asset Allocation, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.5
Kalamazoo College 1994 — 1998
Bachelor's degree, Economics
Mattawan
Shelton Capital Management January 2015 - Present
TD Ameritrade January 2008 - December 2014
Simplex Investments February 2004 - December 2007
Bear Stearns March 2000 - October 2003
Skills
Public Speaking, Financial Analysis, Equity Derivatives, Financial Modeling, Financial Management, Project Portfolio..., Content Creation, Content Strategy, Managerial Finance, Equities, Portfolio Management, Investments, Proprietary Trading, Derivatives, Options, Trading, Alternative Investments, ETFs, Finance, Financial Markets, Financial Risk, Hedging, Risk Management, Securities, Valuation, Volatility, FINRA, Investment Management, Series 7, Options Strategies, Asset Allocation, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.5
Kalamazoo College 1994 — 1998
Bachelor's degree, Economics
Mattawan
Kimberly Florcosky's TD Ameritrade Experience January 2008 - January 2012
Job Financial Professional
Industry Financial Services
Experience
Private Harbour Investment Management 2013 - Present
TD Ameritrade January 2008 - January 2012
Key Investment Services January 2006 - January 2008
Charles Schwab & Co., Inc January 2002 - January 2004
Salomon Smith Barney, Inc January 1993 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities
Education
Indiana Wesleyan University 2012 — 2013
Bachelor of Science (BS), General Studies Business
The American College 2011 — 2012
currently enrolled, Certified Financial Planner
Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences
Cuyahoga Community College
Keir
Keir
Private Harbour Investment Management 2013 - Present
TD Ameritrade January 2008 - January 2012
Key Investment Services January 2006 - January 2008
Charles Schwab & Co., Inc January 2002 - January 2004
Salomon Smith Barney, Inc January 1993 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities
Education
Indiana Wesleyan University 2012 — 2013
Bachelor of Science (BS), General Studies Business
The American College 2011 — 2012
currently enrolled, Certified Financial Planner
Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences
Cuyahoga Community College
Keir
Keir
Ted Mitch's TD Ameritrade Experience January 2014 - Present
Job High Net Worth Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade August 2012 - April 2013
Pittsburgh Steelers April 2007 - December 2012
TD Ameritrade February 2011 - August 2012
Independent Contractor February 2003 - August 2012
AXA Advisors June 2010 - February 2011
AK Steel May 2010 - September 2010
Robert Morris University August 2007 - May 2010
Visiting Nurses Association August 2004 - May 2010
Skills
Microsoft Office, Inventory Management, Event Management, Excel, Customer Service, Word, PowerPoint, Customer Relations, Budgeting, Outlook, Event Planning, Social Media, Problem Solving, Team Building, Process Improvement, Analysis, Time Management, Mentoring, Coaching, Administration, Teamwork, Microsoft Word, Customer Satisfaction, Sales, Banking, Data Analysis, Financial Analysis, Team Leadership
Education
Robert Morris University 2006 — 2010
B.S.B.A, Finance
Deakin University 2009 — 2009
N/A, International Study
TD Ameritrade January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade August 2012 - April 2013
Pittsburgh Steelers April 2007 - December 2012
TD Ameritrade February 2011 - August 2012
Independent Contractor February 2003 - August 2012
AXA Advisors June 2010 - February 2011
AK Steel May 2010 - September 2010
Robert Morris University August 2007 - May 2010
Visiting Nurses Association August 2004 - May 2010
Skills
Microsoft Office, Inventory Management, Event Management, Excel, Customer Service, Word, PowerPoint, Customer Relations, Budgeting, Outlook, Event Planning, Social Media, Problem Solving, Team Building, Process Improvement, Analysis, Time Management, Mentoring, Coaching, Administration, Teamwork, Microsoft Word, Customer Satisfaction, Sales, Banking, Data Analysis, Financial Analysis, Team Leadership
Education
Robert Morris University 2006 — 2010
B.S.B.A, Finance
Deakin University 2009 — 2009
N/A, International Study
Abhishekkumar Shah's TD Ameritrade Experience February 2011 - January 2013
Job Jr. Solution Engineer/ QA at Innowera
Industry Information Technology and Services
Experience
Innowera July 2014 - Present
US Bank March 2013 - June 2014
TD Ameritrade February 2011 - January 2013
Canvas International September 2007 - February 2011
HDFC Bank April 2006 - March 2007
Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, PowerPoint, Visio, SQL, Research, Project Management, Business Strategy, Team Building, Motivation, Finance, Customer Service, Business Analysis, Investments, Quality Center, Macro, IBM DTS (Clearquest), Hogan Mainframe, Data Mining, QTP, VBScript, Lotus Notes, Outlook, Quality Cen, ClearQuest
Education
The University of Texas at Arlington 2007 — 2011
Bachelor's degree, Finance, 3.00
Dharmsinh Desai Institute of Technology 2003 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.2
Innowera July 2014 - Present
US Bank March 2013 - June 2014
TD Ameritrade February 2011 - January 2013
Canvas International September 2007 - February 2011
HDFC Bank April 2006 - March 2007
Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, PowerPoint, Visio, SQL, Research, Project Management, Business Strategy, Team Building, Motivation, Finance, Customer Service, Business Analysis, Investments, Quality Center, Macro, IBM DTS (Clearquest), Hogan Mainframe, Data Mining, QTP, VBScript, Lotus Notes, Outlook, Quality Cen, ClearQuest
Education
The University of Texas at Arlington 2007 — 2011
Bachelor's degree, Finance, 3.00
Dharmsinh Desai Institute of Technology 2003 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.2
Eileen Curran's TD Ameritrade Experience December 2013 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
JP Morgan 1995 - July 2013
J.P. Morgan March 2000 - March 2008
Skills
Investments, Banking, Risk, Portfolio Management, Capital Markets, Financial Risk, Bonds, Fixed Income, Equities, Asset Management, Mutual Funds, Securities, Wealth Management, Series 7, Asset Allocation, Series 63, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Entrepreneurship
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
TD Ameritrade December 2013 - Present
JP Morgan 1995 - July 2013
J.P. Morgan March 2000 - March 2008
Skills
Investments, Banking, Risk, Portfolio Management, Capital Markets, Financial Risk, Bonds, Fixed Income, Equities, Asset Management, Mutual Funds, Securities, Wealth Management, Series 7, Asset Allocation, Series 63, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Entrepreneurship
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Joe Selde's TD Ameritrade Experience 2008 - 2009
Job Student at Creighton University School of Law
Industry Alternative Dispute Resolution
Experience
Fidelity National Property and Casualty Insurance Company October 2010 - Present
TD Ameritrade 2008 - 2009
Skills
Strategic Planning, Claim, Property & Casualty..., Negotiation, Insurance, Investments, Process Improvement, Public Speaking, Salesforce.com, Microsoft Excel, Customer Service, Microsoft Office, Analysis, Leadership
Education
Creighton University School of Law 2012 — 2015
Doctor of Law (JD)
Creighton University School of Law 2008 — 2010
M.S., Negotiation and Dispute Resolution
Santa Clara University 2003 — 2007
B.S., Psychology
Fidelity National Property and Casualty Insurance Company October 2010 - Present
TD Ameritrade 2008 - 2009
Skills
Strategic Planning, Claim, Property & Casualty..., Negotiation, Insurance, Investments, Process Improvement, Public Speaking, Salesforce.com, Microsoft Excel, Customer Service, Microsoft Office, Analysis, Leadership
Education
Creighton University School of Law 2012 — 2015
Doctor of Law (JD)
Creighton University School of Law 2008 — 2010
M.S., Negotiation and Dispute Resolution
Santa Clara University 2003 — 2007
B.S., Psychology
Nick Jaton's TD Ameritrade Experience February 2012 - Present
Job Enterprise Data Architect at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2012 - Present
TD Ameritrade June 2007 - February 2012
Skills
Data Warehousing, Database Design, Database Administration, Data Modeling, Databases, Netezza, Microsoft SQL Server, SQL, Data Architecture, SDLC, ETL, Data Integration, Software Project..., SSIS
Education
Creighton University
University of Nebraska at Omaha
Bachelor of Arts (B.A.)
TD Ameritrade February 2012 - Present
TD Ameritrade June 2007 - February 2012
Skills
Data Warehousing, Database Design, Database Administration, Data Modeling, Databases, Netezza, Microsoft SQL Server, SQL, Data Architecture, SDLC, ETL, Data Integration, Software Project..., SSIS
Education
Creighton University
University of Nebraska at Omaha
Bachelor of Arts (B.A.)
Matthew Kell's TD Ameritrade Experience August 2007 - Present
Job Human Resources Professional
Industry Human Resources
Experience
TD Ameritrade August 2007 - Present
TD Ameritrade August 2007 - Present
Chili's March 2000 - August 2007
Education
DeVry University
Bachelor of Science, Business AdministrationHuman Resource Management Major
Tarrant County College
TD Ameritrade August 2007 - Present
TD Ameritrade August 2007 - Present
Chili's March 2000 - August 2007
Education
DeVry University
Bachelor of Science, Business AdministrationHuman Resource Management Major
Tarrant County College
Robert Harkins's TD Ameritrade Experience October 2009 - November 2011
Job Attorney III, DHHS at State of Nebraska
Industry Legal Services
Experience
State of Nebraska February 2014 - Present
State of Nebraska June 2013 - February 2014
State of Nebraska May 2012 - June 2013
Securities America January 2012 - April 2012
TD Ameritrade October 2009 - November 2011
TD Ameritrade October 2008 - October 2009
Child Support Services July 2001 - June 2007
Nebraska Attorney General's Office June 1999 - June 2001
Madison County Attorney's Office December 1997 - June 1999
Pollak & Hicks January 1997 - October 1997
Skills
Series 7, Mutual Funds, Portfolio Management, Equities, Securities
Education
Creighton University School of Law 1991 — 1994
Juris Doctor
University of Arizona 1984 — 1989
Bachelor of Science, Finance
State of Nebraska February 2014 - Present
State of Nebraska June 2013 - February 2014
State of Nebraska May 2012 - June 2013
Securities America January 2012 - April 2012
TD Ameritrade October 2009 - November 2011
TD Ameritrade October 2008 - October 2009
Child Support Services July 2001 - June 2007
Nebraska Attorney General's Office June 1999 - June 2001
Madison County Attorney's Office December 1997 - June 1999
Pollak & Hicks January 1997 - October 1997
Skills
Series 7, Mutual Funds, Portfolio Management, Equities, Securities
Education
Creighton University School of Law 1991 — 1994
Juris Doctor
University of Arizona 1984 — 1989
Bachelor of Science, Finance
Dante Maciel's TD Ameritrade Experience June 2012 - Present
Job Senior Applications Administrator II at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
OCC June 2006 - June 2012
TransUnion LLC January 1997 - December 2006
TransUniion LLC February 1999 - December 2005
BlueCross BlueShield of Illinois January 1997 - December 1997
Skills
ClearCase, ClearQuest, IBM Mainframe, DB2, Ksh, JCL, Mainframe, Unix, SDLC, Websphere, Quality Center, Solaris, AIX, SQL, Databases, Linux, Subversion, Data Analysis, Relational Data Modeling
Education
DePaul University Chicago 2007 — 2007
Certificate, Oracle - Database Technologies
DeVry University 1993 — 1996
BS - Computer Information Systems, Computer Information Systems
DeVry University
Bachelor of Science Degree, Computer Information Systems
TD Ameritrade June 2012 - Present
OCC June 2006 - June 2012
TransUnion LLC January 1997 - December 2006
TransUniion LLC February 1999 - December 2005
BlueCross BlueShield of Illinois January 1997 - December 1997
Skills
ClearCase, ClearQuest, IBM Mainframe, DB2, Ksh, JCL, Mainframe, Unix, SDLC, Websphere, Quality Center, Solaris, AIX, SQL, Databases, Linux, Subversion, Data Analysis, Relational Data Modeling
Education
DePaul University Chicago 2007 — 2007
Certificate, Oracle - Database Technologies
DeVry University 1993 — 1996
BS - Computer Information Systems, Computer Information Systems
DeVry University
Bachelor of Science Degree, Computer Information Systems
Brent Jensen's TD Ameritrade Experience January 2014 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade August 2005 - January 2014
TD Ameritrade March 2004 - August 2005
Skills
Series 7, Series 66
Education
Dana College 1994 — 1998
Bachelor of Arts, Marketing
TD Ameritrade January 2014 - Present
TD Ameritrade August 2005 - January 2014
TD Ameritrade March 2004 - August 2005
Skills
Series 7, Series 66
Education
Dana College 1994 — 1998
Bachelor of Arts, Marketing
Priscilla Ramos, RHIT, NASM-CPT's TD Ameritrade Experience April 2011 - August 2011
Job Registered Health Information Technician
Industry Hospital & Health Care
Experience
Healthcare Information Services May 2014 - Present
Kraff Eye Institute November 2012 - May 2014
CCH, a Wolters Kluwer business October 2011 - March 2012
TD Ameritrade April 2011 - August 2011
Best Buy October 2006 - April 2011
Skills
Customer Service, Communication Skills, Computer Repair, Troubleshooting, Conflict Resolution, Organization &..., General Administrative..., Research, Data Entry, Cashiering, Microsoft Office, Windows 7, Medical Coding, Healthcare, Telephone Skills, Teamwork, EHR, Medical Records, Medical Terminology, Medical Billing, Spreadsheets, HIPAA, Outlook, ICD-9, CPT, Microsoft Word, Appointment Scheduling, Time Management, Team-oriented, HCPCS, Cpr Certified, Healthcare Information..., Fax, Windows Vista, Microsoft Excel, Microsoft Office 2007, Clerical Skills, EMR, Phone Etiquette, PowerPoint, Office Equipment, Office 2010, Windows, Computer Hardware, Highly detail oriented, Technical Support, Customer Satisfaction, Invoicing, Software Documentation, ICD-9-CM
Education
DeVry University-Illinois 2006 — 2012
Associate of Science (AS), Health Information Technology, 3.8/4.0 GPA
Healthcare Information Services May 2014 - Present
Kraff Eye Institute November 2012 - May 2014
CCH, a Wolters Kluwer business October 2011 - March 2012
TD Ameritrade April 2011 - August 2011
Best Buy October 2006 - April 2011
Skills
Customer Service, Communication Skills, Computer Repair, Troubleshooting, Conflict Resolution, Organization &..., General Administrative..., Research, Data Entry, Cashiering, Microsoft Office, Windows 7, Medical Coding, Healthcare, Telephone Skills, Teamwork, EHR, Medical Records, Medical Terminology, Medical Billing, Spreadsheets, HIPAA, Outlook, ICD-9, CPT, Microsoft Word, Appointment Scheduling, Time Management, Team-oriented, HCPCS, Cpr Certified, Healthcare Information..., Fax, Windows Vista, Microsoft Excel, Microsoft Office 2007, Clerical Skills, EMR, Phone Etiquette, PowerPoint, Office Equipment, Office 2010, Windows, Computer Hardware, Highly detail oriented, Technical Support, Customer Satisfaction, Invoicing, Software Documentation, ICD-9-CM
Education
DeVry University-Illinois 2006 — 2012
Associate of Science (AS), Health Information Technology, 3.8/4.0 GPA
Joseph Keske CFP®'s TD Ameritrade Experience November 2000 - September 2001
Job Experienced Sales Management Executive
Industry Financial Services
Experience
COUNTRY ® Financial January 2002 - May 2012
TD Ameritrade November 2000 - September 2001
TD Ameritrade August 2000 - November 2000
TD Ameritrade 1998 - 2000
Skills
Proficient in Microsoft..., Wealth Management, Sales Management, Sales Presentations, Certified Financial..., Business Development, Training
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Leadership and Change Management
Southern Illinois University, Carbondale 1991 — 1994
Bachelor of Applied Science (BASc), Finance, General
COUNTRY ® Financial January 2002 - May 2012
TD Ameritrade November 2000 - September 2001
TD Ameritrade August 2000 - November 2000
TD Ameritrade 1998 - 2000
Skills
Proficient in Microsoft..., Wealth Management, Sales Management, Sales Presentations, Certified Financial..., Business Development, Training
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Leadership and Change Management
Southern Illinois University, Carbondale 1991 — 1994
Bachelor of Applied Science (BASc), Finance, General
Ryan McAlexander's TD Ameritrade Experience September 1999 - April 2007
Job Director of Sales and Marketing at Adams Land and Cattle Co.
Industry Food Production
Experience
Adams Land and Cattle Co. April 2007 - Present
TD Ameritrade September 1999 - April 2007
Skills
Project Management, Six Sigma, Marketing, Sales Management, Leadership, Process Improvement, Research, IT Management, Operations Management, Knowledge Management, People Development, Strategy, Call Centers
Education
Doane College 1993 — 1997
Bachelor of Science (BS), Political Science and Government
Thornton high school 1990 — 1993
Adams Land and Cattle Co. April 2007 - Present
TD Ameritrade September 1999 - April 2007
Skills
Project Management, Six Sigma, Marketing, Sales Management, Leadership, Process Improvement, Research, IT Management, Operations Management, Knowledge Management, People Development, Strategy, Call Centers
Education
Doane College 1993 — 1997
Bachelor of Science (BS), Political Science and Government
Thornton high school 1990 — 1993
Anjula Yadav MBA, PMP's TD Ameritrade Experience May 2012 - November 2013
Job Sr Business Analyst at T. Rowe Price
Industry Information Technology and Services
Experience
T. Rowe Price November 2013 - Present
TD Ameritrade May 2012 - November 2013
Centers for Medicare & Medicaid Services January 2010 - March 2012
Amtrak July 2009 - January 2010
The Office of the Chief Technology Officer, Government of the District of Columbia November 2008 - March 2009
Bank of America September 2004 - August 2008
Citi September 2002 - April 2004
GE Capital March 2001 - August 2002
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Analysis, Visio, Project Management, Business Process, SQL, Business Intelligence
Education
University of Leeds 1999 — 2001
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Delhi University 1994 — 1997
Bachelor's Degree, English Language and Literature, General
Kendriya Vidyalaya 1992 — 1994
High School
T. Rowe Price November 2013 - Present
TD Ameritrade May 2012 - November 2013
Centers for Medicare & Medicaid Services January 2010 - March 2012
Amtrak July 2009 - January 2010
The Office of the Chief Technology Officer, Government of the District of Columbia November 2008 - March 2009
Bank of America September 2004 - August 2008
Citi September 2002 - April 2004
GE Capital March 2001 - August 2002
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Analysis, Visio, Project Management, Business Process, SQL, Business Intelligence
Education
University of Leeds 1999 — 2001
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Delhi University 1994 — 1997
Bachelor's Degree, English Language and Literature, General
Kendriya Vidyalaya 1992 — 1994
High School
Brian Gydesen's TD Ameritrade Experience 2005 - 2009
Job Manager at Sogeti
Industry Information Technology and Services
Experience
Sogeti August 2012 - Present
Mutual of Omaha 2012 - 2012
CSG International 2011 - 2011
Orion Healthcare Technologies 2011 - 2011
FirstComp 2009 - 2011
TD Ameritrade 2005 - 2009
Deloitte 2003 - 2005
TD Ameritrade 2000 - 2003
Interlink Group 1999 - 2000
ARTHUR ANDERSEN 1998 - 1999
Skills
Software Quality..., Test Management, Project Management, Program Management, Business Analysis, Requirements Analysis, Test Planning, Software Development, Risk Management, Agile & Waterfall..., Consulting, Management, HP Quality Center, HP ALM, Financial Services, Microsoft Office, Change Management, Customer Service, Quality Assurance..., Testing, Internal Audit, IT Audit, Web Services, Insurance, Stock Market, Business Intelligence, SQL, ITIL, COBIT, Salesforce.com, SDLC, Agile Methodologies
Education
University of Nebraska at Omaha 2001 — 2003
Master of Business Administration (M.B.A.)
Doane College 1990 — 1994
Bachelor of Science (BS), Computer Science
Sogeti August 2012 - Present
Mutual of Omaha 2012 - 2012
CSG International 2011 - 2011
Orion Healthcare Technologies 2011 - 2011
FirstComp 2009 - 2011
TD Ameritrade 2005 - 2009
Deloitte 2003 - 2005
TD Ameritrade 2000 - 2003
Interlink Group 1999 - 2000
ARTHUR ANDERSEN 1998 - 1999
Skills
Software Quality..., Test Management, Project Management, Program Management, Business Analysis, Requirements Analysis, Test Planning, Software Development, Risk Management, Agile & Waterfall..., Consulting, Management, HP Quality Center, HP ALM, Financial Services, Microsoft Office, Change Management, Customer Service, Quality Assurance..., Testing, Internal Audit, IT Audit, Web Services, Insurance, Stock Market, Business Intelligence, SQL, ITIL, COBIT, Salesforce.com, SDLC, Agile Methodologies
Education
University of Nebraska at Omaha 2001 — 2003
Master of Business Administration (M.B.A.)
Doane College 1990 — 1994
Bachelor of Science (BS), Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.