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.
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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
Laina Minervino Laina Minervino's TD Ameritrade Experience December 2010 - June 2011
Job Listener. Writer. Communications Strategist.
Industry Public Relations and Communications
Experience
Communications Consultant June 2014 - Present
Hess Corporation November 2011 - June 2014
TD Ameritrade December 2010 - June 2011
Honeywell September 2006 - November 2010
Stern + Associates January 2004 - July 2006
Stern + Associates August 2002 - January 2004
Marsh & McLennan November 2000 - July 2002
Ogilvy Public Relations Worldwide 1999 - 2000
Skills
Strategic Communications, Corporate Communications, Internal Communications, Public Relations, Social Media, Leadership, Media Relations, Marketing, Marketing Communications, Event Management, Crisis Communications, Press Releases, Change Management, Facebook, Project Management, Event Planning, Strategic Planning, Vendor Management, Writing, Storytelling, Strategy
Education
Loyola University Maryland 1994 — 1998
Fairleigh Dickinson University
MBA
Red Bank Catholic High School
Communications Consultant June 2014 - Present
Hess Corporation November 2011 - June 2014
TD Ameritrade December 2010 - June 2011
Honeywell September 2006 - November 2010
Stern + Associates January 2004 - July 2006
Stern + Associates August 2002 - January 2004
Marsh & McLennan November 2000 - July 2002
Ogilvy Public Relations Worldwide 1999 - 2000
Skills
Strategic Communications, Corporate Communications, Internal Communications, Public Relations, Social Media, Leadership, Media Relations, Marketing, Marketing Communications, Event Management, Crisis Communications, Press Releases, Change Management, Facebook, Project Management, Event Planning, Strategic Planning, Vendor Management, Writing, Storytelling, Strategy
Education
Loyola University Maryland 1994 — 1998
Fairleigh Dickinson University
MBA
Red Bank Catholic High School
Manuel De La Fuente Manuel De La Fuente's TD Ameritrade Experience June 2013 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
Wells Fargo April 2010 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Loan Origination, Commercial Lending, Credit Analysis, Mortgage Banking, Commercial Banking, Retail Banking, Portfolio Management, Lines Of Credit, Investments
Education
Florida International University
Bachelor of Arts (B.A.), Finance, General
TD Ameritrade June 2013 - Present
Wells Fargo April 2010 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Loan Origination, Commercial Lending, Credit Analysis, Mortgage Banking, Commercial Banking, Retail Banking, Portfolio Management, Lines Of Credit, Investments
Education
Florida International University
Bachelor of Arts (B.A.), Finance, General
Darin Beckering Darin Beckering's TD Ameritrade Experience April 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2010 - Present
Charles Schwab January 2005 - March 2010
Charles Schwab April 2004 - January 2005
AXA Equitable May 2003 - April 2004
INTERSTATE ELECTRIC & ENGINEERING CO September 2001 - May 2003
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Uniform Combined State..., Banking, Leadership, Insurance, Fixed Annuities, Trading, Mortgage Lending, Sales, Training, Bonds, Wealth Management..., Marketing, Series 63, Finance, Wealth Management, Asset Allocation
Education
University of St. Thomas 2005 — 2010
MBA, Finance
Dordt College 1999 — 2003
B.A., Business Administration
TD Ameritrade April 2010 - Present
Charles Schwab January 2005 - March 2010
Charles Schwab April 2004 - January 2005
AXA Equitable May 2003 - April 2004
INTERSTATE ELECTRIC & ENGINEERING CO September 2001 - May 2003
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Uniform Combined State..., Banking, Leadership, Insurance, Fixed Annuities, Trading, Mortgage Lending, Sales, Training, Bonds, Wealth Management..., Marketing, Series 63, Finance, Wealth Management, Asset Allocation
Education
University of St. Thomas 2005 — 2010
MBA, Finance
Dordt College 1999 — 2003
B.A., Business Administration
Danielle E. Pierre's TD Ameritrade Experience January 2012 - July 2013
Job Law Student Counselor at Villanova Law Clinic for Law and Entrepreneurship
Industry Law Practice
Experience
The John F. Scarpa Center for Law and Entrepreneurship at Villanova School of Law August 2015 - Present
The Children Heritage Foundation January 2011 - Present
The Honorable M. Teresa Sarmina, Philadelphia Court of Common Pleas June 2015 - August 2015
Snyder & Verbeke - Nationwide June 2014 - August 2014
TD Ameritrade January 2012 - July 2013
TD Ameritrade June 2011 - December 2011
Science Leadership Academy, School District of Philadelphia September 2009 - March 2010
Skills
PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Leadership, Salesforce.com, SPSS, Fundraising, Organizational..., Budgets, Research, Advertising, Analysis, Photoshop, Human Resources
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (JD), Law
Drexel University 2007 — 2011
B.S., Psychology, Business Administration
The John F. Scarpa Center for Law and Entrepreneurship at Villanova School of Law August 2015 - Present
The Children Heritage Foundation January 2011 - Present
The Honorable M. Teresa Sarmina, Philadelphia Court of Common Pleas June 2015 - August 2015
Snyder & Verbeke - Nationwide June 2014 - August 2014
TD Ameritrade January 2012 - July 2013
TD Ameritrade June 2011 - December 2011
Science Leadership Academy, School District of Philadelphia September 2009 - March 2010
Skills
PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Leadership, Salesforce.com, SPSS, Fundraising, Organizational..., Budgets, Research, Advertising, Analysis, Photoshop, Human Resources
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (JD), Law
Drexel University 2007 — 2011
B.S., Psychology, Business Administration
Theo Torrence, MBA, CTL Theo Torrence, MBA, CTL's TD Ameritrade Experience 2007 - 2008
Job Business Analyst
Industry Management Consulting
Experience
Independent Contractor October 2013 - Present
GlobalTranz May 2013 - July 2013
Edward Jones 2010 - 2012
TD Ameritrade 2007 - 2008
Starbucks 2006 - 2007
PepsiCo - Frito Lay 2003 - 2004
United States Air Force 2000 - 2003
United States Air Force 1981 - 2003
Skills
Supply Chain Management, Transportation, Logistics, Microsoft Excel, Supply Chain, Logistics Management, Microsoft Office, Customer Service, Finance, Team Leadership, Six Sigma, Military Logistics, Food Safety, Process Safety, Operations Management, Active DoD Secret..., Series 7, Series 63, Public Speaking, Toastmasters, Office Management, Negotiation, Non-profit Volunteer, Military, Social Networking, Office Administration, Proofreading, Quality Assurance, Technical Writing, Cold Calling, Business Coaching, Zoho, CRM, Cross-functional Team..., Warehousing, Team Building, Leadership, Training
Education
University of North Florida
Certified in Transportation and Logistics (CTL)
University of La Verne 2010 — 2012
Master of Business Administration (M.B.A.), Management and Leadership
Embry-Riddle Aeronautical University
Bachelor of Science (B.S.), Professional Aeronautics
UCLA Extension 2014 — 2015
Project Management Certificate, Earned With Distinction, Project Management, 4.0/4.0
UC Irvine, Extension
Business Analyst Certificate, Business Analysis (BA)
Independent Contractor October 2013 - Present
GlobalTranz May 2013 - July 2013
Edward Jones 2010 - 2012
TD Ameritrade 2007 - 2008
Starbucks 2006 - 2007
PepsiCo - Frito Lay 2003 - 2004
United States Air Force 2000 - 2003
United States Air Force 1981 - 2003
Skills
Supply Chain Management, Transportation, Logistics, Microsoft Excel, Supply Chain, Logistics Management, Microsoft Office, Customer Service, Finance, Team Leadership, Six Sigma, Military Logistics, Food Safety, Process Safety, Operations Management, Active DoD Secret..., Series 7, Series 63, Public Speaking, Toastmasters, Office Management, Negotiation, Non-profit Volunteer, Military, Social Networking, Office Administration, Proofreading, Quality Assurance, Technical Writing, Cold Calling, Business Coaching, Zoho, CRM, Cross-functional Team..., Warehousing, Team Building, Leadership, Training
Education
University of North Florida
Certified in Transportation and Logistics (CTL)
University of La Verne 2010 — 2012
Master of Business Administration (M.B.A.), Management and Leadership
Embry-Riddle Aeronautical University
Bachelor of Science (B.S.), Professional Aeronautics
UCLA Extension 2014 — 2015
Project Management Certificate, Earned With Distinction, Project Management, 4.0/4.0
UC Irvine, Extension
Business Analyst Certificate, Business Analysis (BA)
Daniel Ginn Daniel Ginn's TD Ameritrade Experience June 2006 - Present
Job Sr. Credit Risk Analyst at TD Ameritrade
Industry Financial Services
Experience
First Christian Church August 2010 - Present
TD Ameritrade June 2006 - Present
Omaha Christian Academy June 2004 - May 2006
Skills
Portfolio Management, Management, People Management, Leadership Development, Public Speaking, Strategic Planning, Customer Service, Leadership, Nonprofits, Event Planning, Social Media, Marketing Strategy, Entrepreneurship, Research
Education
Emmaus Bible College 2000 — 2004
Bachelor of Science (BS), Youth Ministry
Omaha Christian Acedemy 1994 — 2000
First Christian Church August 2010 - Present
TD Ameritrade June 2006 - Present
Omaha Christian Academy June 2004 - May 2006
Skills
Portfolio Management, Management, People Management, Leadership Development, Public Speaking, Strategic Planning, Customer Service, Leadership, Nonprofits, Event Planning, Social Media, Marketing Strategy, Entrepreneurship, Research
Education
Emmaus Bible College 2000 — 2004
Bachelor of Science (BS), Youth Ministry
Omaha Christian Acedemy 1994 — 2000
Amber D. Krier's TD Ameritrade Experience June 2012 - Present
Job Sales Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
ABC Supply March 2010 - June 2012
Skills
Customer Service, Outlook, Sales, Team Building, Microsoft Excel, Salesforce.com, Inventory Management, Microsoft Word, Sales Management, Leadership, Event Planning, Financial Services, Budgets, Training, PowerPoint, Marketing
Education
Fontbonne University 1998 — 2000
Bachelor of Science (BS), Human Services, General
Navarro College 1996 — 1998
Associate's degree, General Studies
TD Ameritrade June 2012 - Present
ABC Supply March 2010 - June 2012
Skills
Customer Service, Outlook, Sales, Team Building, Microsoft Excel, Salesforce.com, Inventory Management, Microsoft Word, Sales Management, Leadership, Event Planning, Financial Services, Budgets, Training, PowerPoint, Marketing
Education
Fontbonne University 1998 — 2000
Bachelor of Science (BS), Human Services, General
Navarro College 1996 — 1998
Associate's degree, General Studies
Garett Buss Garett Buss's TD Ameritrade Experience March 2008 - Present
Job Trade Analyst at TD Ameritrade (SR)
Industry Financial Services
Experience
TD Ameritrade March 2008 - Present
Tdameritrade 2008 - 2015
Tdameritrade 2008 - 2015
Gen Re August 2007 - November 2007
Principal Financial Group May 2005 - December 2005
Skills
Series 7, Options, Bloomberg, Trading, Equities, Microsoft Office, Access, PowerPoint, Word, Excel, Analysis, Problem Solving, Microsoft Excel, Sales, FINRA, Customer Service, Series 63, Risk Management, Trading Systems, Bloomberg Terminal, Salesforce.com, Process Improvement, Equity Trading, Series 24, Finance, ETFs, Securities
Education
Drake University 2003 — 2007
BA, Business and Insurance
TD Ameritrade March 2008 - Present
Tdameritrade 2008 - 2015
Tdameritrade 2008 - 2015
Gen Re August 2007 - November 2007
Principal Financial Group May 2005 - December 2005
Skills
Series 7, Options, Bloomberg, Trading, Equities, Microsoft Office, Access, PowerPoint, Word, Excel, Analysis, Problem Solving, Microsoft Excel, Sales, FINRA, Customer Service, Series 63, Risk Management, Trading Systems, Bloomberg Terminal, Salesforce.com, Process Improvement, Equity Trading, Series 24, Finance, ETFs, Securities
Education
Drake University 2003 — 2007
BA, Business and Insurance
Aaron Beaver's TD Ameritrade Experience July 2007 - August 2009
Job Telesales Specialist at Humana
Industry Human Resources
Experience
Humana July 2014 - Present
Small Business Consultants January 2013 - April 2013
Cox Communications May 2012 - January 2013
Hy-Vee May 2011 - May 2012
Tarpon Transportation May 2010 - May 2011
Collier Transportation Inc August 2009 - May 2010
TD Ameritrade July 2007 - August 2009
Skills
Management, Salesforce.com, Sales, Marketing, Logistics, Customer Service, Time Management, Logistics Management, Microsoft Office, Strategic Financial..., Operations Management, Team Building, Leadership, Networking, Training
Education
Emporia State University 2001 — 2005
B.A., International Business
Humana July 2014 - Present
Small Business Consultants January 2013 - April 2013
Cox Communications May 2012 - January 2013
Hy-Vee May 2011 - May 2012
Tarpon Transportation May 2010 - May 2011
Collier Transportation Inc August 2009 - May 2010
TD Ameritrade July 2007 - August 2009
Skills
Management, Salesforce.com, Sales, Marketing, Logistics, Customer Service, Time Management, Logistics Management, Microsoft Office, Strategic Financial..., Operations Management, Team Building, Leadership, Networking, Training
Education
Emporia State University 2001 — 2005
B.A., International Business
Jennifer Myers Jennifer Myers's TD Ameritrade Experience July 2011 - July 2013
Job VP Sales Strategy & Implementation at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
TD Ameritrade July 2011 - July 2013
TD Ameritrade April 2004 - September 2011
Skills
Uniform Combined State..., Series 7, Series 24, Investments, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Series 65, Sales Management, ETFs, Wealth Management, FINRA, Securities, Retirement Planning, Risk Management, Trading
Education
The George Washington University 1995 — 2000
Bachelors, Business- Finance
Florida International University 2006 — 2007
Masters, Finance & Risk Management
Scottrade July 2013 - Present
TD Ameritrade July 2011 - July 2013
TD Ameritrade April 2004 - September 2011
Skills
Uniform Combined State..., Series 7, Series 24, Investments, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Series 65, Sales Management, ETFs, Wealth Management, FINRA, Securities, Retirement Planning, Risk Management, Trading
Education
The George Washington University 1995 — 2000
Bachelors, Business- Finance
Florida International University 2006 — 2007
Masters, Finance & Risk Management
Joe Faxio Joe Faxio's TD Ameritrade Experience August 2006 - August 2010
Job Experienced Business Development Professional| Recent MBA Graduate
Industry Investment Management
Experience
Merrill Lynch August 2012 - August 2015
New Birth Missionary Baptist Church August 2010 - September 2013
TD Ameritrade August 2006 - August 2010
Adecco August 2005 - April 2006
American Express Financial Advisors April 2004 - June 2005
Cydcor Independent Licensee Companies September 2002 - March 2004
City of Atlanta 2001 - 2002
Skills
Leadership, Investments, Finance, Strategic Planning, Wealth Management, Business Development, Entrepreneurship, Public Speaking, Insurance, Sales, Recruiting, Coaching, Series 7, Relationship Management, Securities, Microsoft Office, Financial Analysis, Retirement Planning, Risk Management, FINRA, Project Planning, Product Management, Product Marketing
Education
Emory University - Goizueta Business School 2011 — 2015
Master of Business Administration (MBA), Marketing Consulting & Finance
Morehouse College 1998 — 2002
B.A, Political Science
Merrill Lynch August 2012 - August 2015
New Birth Missionary Baptist Church August 2010 - September 2013
TD Ameritrade August 2006 - August 2010
Adecco August 2005 - April 2006
American Express Financial Advisors April 2004 - June 2005
Cydcor Independent Licensee Companies September 2002 - March 2004
City of Atlanta 2001 - 2002
Skills
Leadership, Investments, Finance, Strategic Planning, Wealth Management, Business Development, Entrepreneurship, Public Speaking, Insurance, Sales, Recruiting, Coaching, Series 7, Relationship Management, Securities, Microsoft Office, Financial Analysis, Retirement Planning, Risk Management, FINRA, Project Planning, Product Management, Product Marketing
Education
Emory University - Goizueta Business School 2011 — 2015
Master of Business Administration (MBA), Marketing Consulting & Finance
Morehouse College 1998 — 2002
B.A, Political Science
John Zimnik, CFP®, ChFC®, CLU®'s TD Ameritrade Experience July 2013 - March 2015
Job Vice PresidentFinancial Consultant at Charles Schwab & Company
Industry Investment Management
Experience
TD Ameritrade July 2013 - March 2015
Zimnik Planning Services July 2012 - June 2013
Hope Medical Clinic, LLC April 2009 - June 2012
Ameriprise Financial Services, Inc. November 2007 - March 2009
American Express March 2002 - October 2007
American Express January 2001 - February 2002
American Express January 2000 - January 2001
American Express September 1997 - December 1999
David Lerner Associates, Inc. January 1996 - July 1997
Education
Florida State University 1975 — 1981
BS, Government, Finance
TD Ameritrade July 2013 - March 2015
Zimnik Planning Services July 2012 - June 2013
Hope Medical Clinic, LLC April 2009 - June 2012
Ameriprise Financial Services, Inc. November 2007 - March 2009
American Express March 2002 - October 2007
American Express January 2001 - February 2002
American Express January 2000 - January 2001
American Express September 1997 - December 1999
David Lerner Associates, Inc. January 1996 - July 1997
Education
Florida State University 1975 — 1981
BS, Government, Finance
Joseph A. Feichtl's TD Ameritrade Experience June 2015 - Present
Job Investment Management Risk at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
Financial Industry Regulatory Authority (FINRA) April 2013 - July 2014
Skills
Fixed Income, Mutual Funds, Series 6, Series 63, Life & Health Insurance..., Fixed Annuities, Ethics, Financial Markets, Financial Advisory, NMLS Licensed, AML, Private Equity, Investment Banking, Broker-Dealer, Options, Equities, Compliance, Legal Writing, Legal Research, Legal Compliance, Banking, Financial Risk, Commercial Banking, Finance, Risk Management, Anti Money Laundering, Securities, Investments, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Risk, GPA: 3.8
Manhattanville College 2005 — 2009
Bachelor's Degree, Finance and Psychology
.
TD Ameritrade June 2015 - Present
Financial Industry Regulatory Authority (FINRA) April 2013 - July 2014
Skills
Fixed Income, Mutual Funds, Series 6, Series 63, Life & Health Insurance..., Fixed Annuities, Ethics, Financial Markets, Financial Advisory, NMLS Licensed, AML, Private Equity, Investment Banking, Broker-Dealer, Options, Equities, Compliance, Legal Writing, Legal Research, Legal Compliance, Banking, Financial Risk, Commercial Banking, Finance, Risk Management, Anti Money Laundering, Securities, Investments, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Risk, GPA: 3.8
Manhattanville College 2005 — 2009
Bachelor's Degree, Finance and Psychology
.
Sara DiBari Sara DiBari's TD Ameritrade Experience November 2007 - December 2008
Job Assistant Managing Editor at Wiley
Industry Publishing
Experience
John Wiley and Sons July 2014 - Present
John Wiley and Sons September 2013 - July 2014
John Wiley and Sons January 2013 - September 2013
Harmon Law Offices, P.C. June 2011 - January 2013
Emerson College September 2009 - April 2011
TD Ameritrade November 2007 - December 2008
UPS August 2007 - February 2008
UPS September 2005 - August 2007
The Omaha Newspapers January 2007 - May 2007
American Title, Inc. May 2005 - May 2006
Skills
Proofreading, Editing, Research, Microsoft Office, Adobe Acrobat, Blogging, Problem Solving, Social Media, Writing, Workflow Management, Customer Service, Peer Review Management
Education
Emerson College 2009 — 2012
Master of Fine Arts (MFA)
University of Nebraska at Omaha 2004 — 2007
Bachelor of Arts (BA)
John Wiley and Sons July 2014 - Present
John Wiley and Sons September 2013 - July 2014
John Wiley and Sons January 2013 - September 2013
Harmon Law Offices, P.C. June 2011 - January 2013
Emerson College September 2009 - April 2011
TD Ameritrade November 2007 - December 2008
UPS August 2007 - February 2008
UPS September 2005 - August 2007
The Omaha Newspapers January 2007 - May 2007
American Title, Inc. May 2005 - May 2006
Skills
Proofreading, Editing, Research, Microsoft Office, Adobe Acrobat, Blogging, Problem Solving, Social Media, Writing, Workflow Management, Customer Service, Peer Review Management
Education
Emerson College 2009 — 2012
Master of Fine Arts (MFA)
University of Nebraska at Omaha 2004 — 2007
Bachelor of Arts (BA)
Tim Reyes, AIF®, NSSA® Tim Reyes, AIF®, NSSA®'s TD Ameritrade Experience March 2005 - August 2013
Job VPFinancial Consultant at Charles Schwab, Accredited Investment Fiduciary®
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
TD Ameritrade March 2005 - August 2013
Charles Schwab September 2002 - February 2005
Charles Schwab 1997 - 2002
Charles Schwab 1993 - 1997
Lew Lieberbaum and Assoc. 1991 - 1993
JW Gant Broker Dealer 1989 - 1991
US ARMY May 1986 - May 1989
US ARMY May 1972 - May 1979
Education
Florida Atlantic University 1981 — 1983
St. Petersburg College 1979 — 1981
Associate of Arts (AA), Engineering Technology, General
Charles Schwab November 2013 - Present
TD Ameritrade March 2005 - August 2013
Charles Schwab September 2002 - February 2005
Charles Schwab 1997 - 2002
Charles Schwab 1993 - 1997
Lew Lieberbaum and Assoc. 1991 - 1993
JW Gant Broker Dealer 1989 - 1991
US ARMY May 1986 - May 1989
US ARMY May 1972 - May 1979
Education
Florida Atlantic University 1981 — 1983
St. Petersburg College 1979 — 1981
Associate of Arts (AA), Engineering Technology, General
Ryan Wuestman Ryan Wuestman's TD Ameritrade Experience June 2010 - August 2010
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2012 - Present
The Blackstone Group June 2011 - August 2011
TD Ameritrade June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Analysis, Portfolio Management
Education
Fairfield University 2008 — 2012
Finance and Information Systems
The Blackstone Group July 2012 - Present
The Blackstone Group June 2011 - August 2011
TD Ameritrade June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Analysis, Portfolio Management
Education
Fairfield University 2008 — 2012
Finance and Information Systems
Robert Crockem, Jr.'s TD Ameritrade Experience January 2011 - Present
Job Regional Fixed Income Sales Manager, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Texas Army National Guard HHC 56th BSTB June 1990 - Present
TD Ameritrade December 2006 - December 2010
Skills
Change Leadership, Interpersonal..., Sales Management, Process Improvement, Operations Management, Risk Management, Strategic Planning, Team Leadership, Leadership, Six Sigma, Project Management, Team Building, Cross-functional Team..., Business Analysis, Sales
Education
Duquesne University 2010 — 2011
Masters Of Science, Leadership With a Concentration in Business Ethics
Louisiana State University 1987 — 1992
Bachelor of Science, Industrial Engineering
TD Ameritrade January 2011 - Present
Texas Army National Guard HHC 56th BSTB June 1990 - Present
TD Ameritrade December 2006 - December 2010
Skills
Change Leadership, Interpersonal..., Sales Management, Process Improvement, Operations Management, Risk Management, Strategic Planning, Team Leadership, Leadership, Six Sigma, Project Management, Team Building, Cross-functional Team..., Business Analysis, Sales
Education
Duquesne University 2010 — 2011
Masters Of Science, Leadership With a Concentration in Business Ethics
Louisiana State University 1987 — 1992
Bachelor of Science, Industrial Engineering
Sophie Moreau's TD Ameritrade Experience January 1998 - July 1998
Job Change agent, international marketing, highgrowth business strategy, brand leadership, innovation
Industry Management Consulting
Experience
Radio IP Software, Inc. October 2014 - February 2015
Demers Beaulne June 2012 - October 2013
Group Sophie Moreau Inc November 2008 - June 2012
Adelant Consulting February 2006 - July 2008
Adelant Consulting January 2004 - February 2006
Adelant Consulting February 2002 - February 2003
Associated Press September 2000 - January 2002
Associated Press September 1999 - September 2000
Mondial IT Solutions September 1998 - October 1999
TD Ameritrade January 1998 - July 1998
Skills
Business Strategy, International Marketing, Strategic Planning, Executive Coaching, International Business, Product Development, Marketing Strategy, Innovative Thinking, Entrepreneurial Skills, Creative Problem Solving, Negotiation, Innovation Management, Marketing Management, Strategic Partnerships, Emerging Markets, Management Consulting, New Business Development, Forecasting, Business Planning, Budgets, Leadership Development, Entrepreneurship, Marketing, Integrated Marketing, Strategy, Change Management, Business Development, Executive Management, Leadership, Management, Start-ups, Team Leadership, Mergers & Acquisitions, Advertising, Coaching, Brand Management, Consulting, Public Relations, Restructuring
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Global Executive MBA
London School of Economics and Political Science 1996 — 1997
Master's degree, World Politics
Université de Montréal - HEC Montréal 1994 — 1996
Master's Degree, International Marketing
Université de Montréal - HEC Montréal 1990 — 1993
Bachelor of Business Administration (BBA), Marketing & International Business
ESCP Europe
ESCP Europe
Radio IP Software, Inc. October 2014 - February 2015
Demers Beaulne June 2012 - October 2013
Group Sophie Moreau Inc November 2008 - June 2012
Adelant Consulting February 2006 - July 2008
Adelant Consulting January 2004 - February 2006
Adelant Consulting February 2002 - February 2003
Associated Press September 2000 - January 2002
Associated Press September 1999 - September 2000
Mondial IT Solutions September 1998 - October 1999
TD Ameritrade January 1998 - July 1998
Skills
Business Strategy, International Marketing, Strategic Planning, Executive Coaching, International Business, Product Development, Marketing Strategy, Innovative Thinking, Entrepreneurial Skills, Creative Problem Solving, Negotiation, Innovation Management, Marketing Management, Strategic Partnerships, Emerging Markets, Management Consulting, New Business Development, Forecasting, Business Planning, Budgets, Leadership Development, Entrepreneurship, Marketing, Integrated Marketing, Strategy, Change Management, Business Development, Executive Management, Leadership, Management, Start-ups, Team Leadership, Mergers & Acquisitions, Advertising, Coaching, Brand Management, Consulting, Public Relations, Restructuring
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Global Executive MBA
London School of Economics and Political Science 1996 — 1997
Master's degree, World Politics
Université de Montréal - HEC Montréal 1994 — 1996
Master's Degree, International Marketing
Université de Montréal - HEC Montréal 1990 — 1993
Bachelor of Business Administration (BBA), Marketing & International Business
ESCP Europe
ESCP Europe
Rashell Iakhimovich Rashell Iakhimovich's TD Ameritrade Experience June 2015 - Present
Job Accounting Intern at Shanghai EHeng International Trading Co., Ltd. Chinese Agent Project
Industry International Trade and Development
Experience
TD Ameritrade June 2015 - Present
Shanghai E-Heng International Trading Co., Ltd. - Chinese Agent Project September 2014 - December 2014
AG Consulting Partners, Inc July 2011 - 2012
Skills
Business Strategy, Microsoft Excel, Strategic Planning, Social Media, Public Speaking, Project Management, Management Consulting, Microsoft Office, English, Teamwork, Facebook, Social Networking
Education
University of Washington, Michael G. Foster School of Business 2012 — 2016
International Business
East China Normal University 2014 — 2014
Chinese Studies, Business
Mercer Island High School 2008 — 2012
TD Ameritrade June 2015 - Present
Shanghai E-Heng International Trading Co., Ltd. - Chinese Agent Project September 2014 - December 2014
AG Consulting Partners, Inc July 2011 - 2012
Skills
Business Strategy, Microsoft Excel, Strategic Planning, Social Media, Public Speaking, Project Management, Management Consulting, Microsoft Office, English, Teamwork, Facebook, Social Networking
Education
University of Washington, Michael G. Foster School of Business 2012 — 2016
International Business
East China Normal University 2014 — 2014
Chinese Studies, Business
Mercer Island High School 2008 — 2012
Aaron Bray Aaron Bray's TD Ameritrade Experience June 2007 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2007 - Present
Morgan Stanley Smith Barney 2003 - 2007
Canton Coyotes 2002 - 2003
Skills
Investment planning, Registered Investment..., Relationship Manager, sales and marketing, Mutual Funds, Asset Allocation, Separate Account Money..., Client Centric Sales, Exchange Traded Funds, Banking, Wealth management, Investments, ETFs, Investment Strategies, Securities, Strategic Financial..., Wealth Management, Financial Services, Estate Planning, Retirement Planning, Portfolio Management, Registered Investment..., Series 7
Education
Evangel University 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
TD Ameritrade June 2007 - Present
Morgan Stanley Smith Barney 2003 - 2007
Canton Coyotes 2002 - 2003
Skills
Investment planning, Registered Investment..., Relationship Manager, sales and marketing, Mutual Funds, Asset Allocation, Separate Account Money..., Client Centric Sales, Exchange Traded Funds, Banking, Wealth management, Investments, ETFs, Investment Strategies, Securities, Strategic Financial..., Wealth Management, Financial Services, Estate Planning, Retirement Planning, Portfolio Management, Registered Investment..., Series 7
Education
Evangel University 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Anthony Mackie Anthony Mackie's TD Ameritrade Experience 2000 - 2005
Job Sales Suppport Specialist
Industry Financial Services
Experience
The Tranel Financial Group June 2013 - Present
NAMI 2013 - 2014
Aon Hewitt August 2011 - January 2013
The Chapel 2002 - 2013
CharterOne Bank November 2009 - June 2011
The Tranel Financial Group March 2006 - March 2009
TD Ameritrade 2000 - 2005
Edward Jones 1996 - 1997
Fifth Third Bank 1990 - 1994
BC Ziegler 1983 - 1990
Skills
Medicare Specialist, Customer Service, Leadership, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Coaching, Investments, Microsoft Excel, Sales, Insurance, Social Media, Research, Finance, Access, Employee Benefits, Strategic Planning, Medicare, Marketing, Team Building, Customer Satisfaction, Budgets, Outlook, Time Management, Process Improvement, Management, Training, Recruiting, Team Leadership, Customer Support, Customer Experience, Customer Engagement, Customer Retention, Customer Oriented, Positive Team Player, Financial Reporting, CRM, Life Insurance, Marketing Strategy, Building Effective...
Education
College of Lake County
Bachelor of Science (B.S.), Finance
Eastern Illinois University
Bachelor of Science in Business Administration, Finance
Waukegan East High School
The Tranel Financial Group June 2013 - Present
NAMI 2013 - 2014
Aon Hewitt August 2011 - January 2013
The Chapel 2002 - 2013
CharterOne Bank November 2009 - June 2011
The Tranel Financial Group March 2006 - March 2009
TD Ameritrade 2000 - 2005
Edward Jones 1996 - 1997
Fifth Third Bank 1990 - 1994
BC Ziegler 1983 - 1990
Skills
Medicare Specialist, Customer Service, Leadership, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Coaching, Investments, Microsoft Excel, Sales, Insurance, Social Media, Research, Finance, Access, Employee Benefits, Strategic Planning, Medicare, Marketing, Team Building, Customer Satisfaction, Budgets, Outlook, Time Management, Process Improvement, Management, Training, Recruiting, Team Leadership, Customer Support, Customer Experience, Customer Engagement, Customer Retention, Customer Oriented, Positive Team Player, Financial Reporting, CRM, Life Insurance, Marketing Strategy, Building Effective...
Education
College of Lake County
Bachelor of Science (B.S.), Finance
Eastern Illinois University
Bachelor of Science in Business Administration, Finance
Waukegan East High School
Praveer Misra Praveer Misra's TD Ameritrade Experience April 2010 - March 2011
Job Databases
Industry Information Technology and Services
Experience
Wells Fargo Securities November 2013 - Present
Experian March 2013 - November 2013
Experian CheetahMail March 2012 - November 2013
TD Ameritrade April 2010 - March 2011
TD Ameritrade April 2010 - March 2011
Experian CheetahMail 2006 - 2010
Cheetahmail an Experian Company 2006 - 2010
Information Resources 1996 - 2002
IRI Software 1996 - 2002
Skills
Unix, Solaris, Database Administration, Data Warehousing, PL/SQL, Exadata, RMAN, Oracle, Red Hat Linux, Suse, ASM, Performance Analysis, Performance Tuning, Performance Improvement, High Availability, Shell Scripting, Unix Shell Scripting, Oracle RAC, Database Design, Databases, Replication, SQL, Disaster Recovery, Bash, Relational Databases, T-SQL, Business Intelligence, SQL Tuning, Ubuntu, Hadoop, Microsoft SQL Server, Big Data, Linux, Data Architecture, Scalability, MySQL, Nagios, Oracle ASM, Perl, PostgreSQL, Cluster, Data Integration, Architectures, Sybase, Apache, RHEL, AIX
Education
Fairleigh Dickinson University 1995 — 1999
Master's degree, Computer Science
Doon School 1984 — 1990
Wells Fargo Securities November 2013 - Present
Experian March 2013 - November 2013
Experian CheetahMail March 2012 - November 2013
TD Ameritrade April 2010 - March 2011
TD Ameritrade April 2010 - March 2011
Experian CheetahMail 2006 - 2010
Cheetahmail an Experian Company 2006 - 2010
Information Resources 1996 - 2002
IRI Software 1996 - 2002
Skills
Unix, Solaris, Database Administration, Data Warehousing, PL/SQL, Exadata, RMAN, Oracle, Red Hat Linux, Suse, ASM, Performance Analysis, Performance Tuning, Performance Improvement, High Availability, Shell Scripting, Unix Shell Scripting, Oracle RAC, Database Design, Databases, Replication, SQL, Disaster Recovery, Bash, Relational Databases, T-SQL, Business Intelligence, SQL Tuning, Ubuntu, Hadoop, Microsoft SQL Server, Big Data, Linux, Data Architecture, Scalability, MySQL, Nagios, Oracle ASM, Perl, PostgreSQL, Cluster, Data Integration, Architectures, Sybase, Apache, RHEL, AIX
Education
Fairleigh Dickinson University 1995 — 1999
Master's degree, Computer Science
Doon School 1984 — 1990
Christina Grell's TD Ameritrade Experience January 2014 - Present
Job Program Manager, New Client Onboarding at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
APMEX Inc February 2012 - January 2014
Citigroup January 2009 - February 2012
Citigroup January 2005 - January 2009
JPMorgan Chase September 1999 - December 2004
Dynex Technologies 1996 - 1998
Skills
Online Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Integrated Marketing, Event Planning, Direct Mail, Budget Management, Digital Marketing, Management, Budgets, Analytics, E-commerce, Building Customer..., Customer Segmentation..., Campaign Management, Customer Engagement, Marketing, Sales
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Marketing & Management Systems
Howard University 1995 — 1999
BBA, Marketing
TD Ameritrade January 2014 - Present
APMEX Inc February 2012 - January 2014
Citigroup January 2009 - February 2012
Citigroup January 2005 - January 2009
JPMorgan Chase September 1999 - December 2004
Dynex Technologies 1996 - 1998
Skills
Online Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Integrated Marketing, Event Planning, Direct Mail, Budget Management, Digital Marketing, Management, Budgets, Analytics, E-commerce, Building Customer..., Customer Segmentation..., Campaign Management, Customer Engagement, Marketing, Sales
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Marketing & Management Systems
Howard University 1995 — 1999
BBA, Marketing
Joanna Maratta Joanna Maratta's TD Ameritrade Experience May 2013 - Present
Job Copywriter at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade May 2013 - Present
aden + anais March 2012 - May 2013
Wilson RMS December 2009 - March 2012
Marie Claire Magazine May 2009 - June 2009
Johnny Loves Rosie May 2009 - June 2009
Cornerstone Promotion May 2008 - August 2008
Skills
Strong Writing Skills, Public Speaking, Group Work, Computer Literacy..., Press Releases, Public Relations, Fashion, Publishing, Magazines, Advertising, Creative Strategy, Integrated Marketing, Digital Marketing, Direct Marketing, Copywriting, Interactive Marketing, Direct Mail, Interactive Advertising, Email Marketing, Social Media, Creative Direction, Facebook, Digital Media, Digital Strategy
Education
Fashion Institute of Technology 2007 — 2009
BS, Advertising and Marketing Communications, 3.89 GPA
Monmouth University 2006 — 2007
BA, Communications with a Concentration in Journalism, 3.99 GPA
Tottenville High School 2001 — 2006
High School, 95.5%
TD Ameritrade May 2013 - Present
aden + anais March 2012 - May 2013
Wilson RMS December 2009 - March 2012
Marie Claire Magazine May 2009 - June 2009
Johnny Loves Rosie May 2009 - June 2009
Cornerstone Promotion May 2008 - August 2008
Skills
Strong Writing Skills, Public Speaking, Group Work, Computer Literacy..., Press Releases, Public Relations, Fashion, Publishing, Magazines, Advertising, Creative Strategy, Integrated Marketing, Digital Marketing, Direct Marketing, Copywriting, Interactive Marketing, Direct Mail, Interactive Advertising, Email Marketing, Social Media, Creative Direction, Facebook, Digital Media, Digital Strategy
Education
Fashion Institute of Technology 2007 — 2009
BS, Advertising and Marketing Communications, 3.89 GPA
Monmouth University 2006 — 2007
BA, Communications with a Concentration in Journalism, 3.99 GPA
Tottenville High School 2001 — 2006
High School, 95.5%
Rich Freitag, CFP® Rich Freitag, CFP®'s TD Ameritrade Experience December 1991 - July 2006
Job Sr. Investment Advisor at Freitag Financial Group
Industry Financial Services
Experience
Freitag Financial Group, LLC March 2009 - Present
Linden Thomas June 2007 - February 2009
TD Ameritrade December 1991 - July 2006
Skills
Investments, Equities, Asset Management, Portfolio Management, Securities, Economics, Financial Planning, Fixed Income, Wealth Management, Compliance, Investment Advisory, Options, Asset Allocation, Retirement Planning, Series 66, Uniform Combined State..., Strategic Financial..., Investment Management, Asset Managment, Mutual Funds, Financial Advisory, Alternative Investments, Series 24, Bonds, FINRA, ETFs, Investment Strategies, Retirement, Wealth, Financial Services, 401k, Wealth Management..., Series 63, Trading, Hedge Funds, Financial Markets, Management
Education
Elon University 1986 — 1991
BA, Economics
Roxbury High School 1982 — 1986
Freitag Financial Group, LLC March 2009 - Present
Linden Thomas June 2007 - February 2009
TD Ameritrade December 1991 - July 2006
Skills
Investments, Equities, Asset Management, Portfolio Management, Securities, Economics, Financial Planning, Fixed Income, Wealth Management, Compliance, Investment Advisory, Options, Asset Allocation, Retirement Planning, Series 66, Uniform Combined State..., Strategic Financial..., Investment Management, Asset Managment, Mutual Funds, Financial Advisory, Alternative Investments, Series 24, Bonds, FINRA, ETFs, Investment Strategies, Retirement, Wealth, Financial Services, 401k, Wealth Management..., Series 63, Trading, Hedge Funds, Financial Markets, Management
Education
Elon University 1986 — 1991
BA, Economics
Roxbury High School 1982 — 1986
Bryan Beamish Bryan Beamish's TD Ameritrade Experience October 2014 - Present
Job Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade October 2012 - Present
TD Ameritrade January 2011 - September 2012
Pacific English Institute July 2009 - July 2010
Dongshan High School March 2008 - July 2010
Skills
Teaching, Retirement Planning, Public Speaking
Education
Fanshawe College 1999 — 2003
Diploma, Business - Marketing
TD Ameritrade October 2014 - Present
TD Ameritrade October 2012 - Present
TD Ameritrade January 2011 - September 2012
Pacific English Institute July 2009 - July 2010
Dongshan High School March 2008 - July 2010
Skills
Teaching, Retirement Planning, Public Speaking
Education
Fanshawe College 1999 — 2003
Diploma, Business - Marketing
Gail Natoli Gail Natoli's TD Ameritrade Experience July 2010 - October 2012
Job Senior Human Resources Business Partner at SABIC
Industry Chemicals
Experience
SABIC 2014 - Present
TD Ameritrade July 2010 - October 2012
TMP Worldwide 2008 - June 2010
Citi January 1990 - June 2008
Skills
Talent Management, Performance Management, Talent Acquisition, Strategy, Management, Succession Planning, Deferred Compensation, Personnel Management, Mergers & Acquisitions, Onboarding, CRM, Human Resources, Employee Relations, Recruiting, Workforce Planning, Employee Engagement, HRIS, Organizational Design, Organizational..., Financial Services, Applicant Tracking..., Employee Benefits, PeopleSoft, HR Policies, Organizational..., Benefits Administration, College Recruiting, Executive Coaching, Executive Search, Employer Branding
Education
Fordham University - Graduate School of Business Administration 1978 — 1981
Master of Business Administration (MBA), Finance, General
University of Maryland College Park
Bachelor of Arts (B.A.)
SABIC 2014 - Present
TD Ameritrade July 2010 - October 2012
TMP Worldwide 2008 - June 2010
Citi January 1990 - June 2008
Skills
Talent Management, Performance Management, Talent Acquisition, Strategy, Management, Succession Planning, Deferred Compensation, Personnel Management, Mergers & Acquisitions, Onboarding, CRM, Human Resources, Employee Relations, Recruiting, Workforce Planning, Employee Engagement, HRIS, Organizational Design, Organizational..., Financial Services, Applicant Tracking..., Employee Benefits, PeopleSoft, HR Policies, Organizational..., Benefits Administration, College Recruiting, Executive Coaching, Executive Search, Employer Branding
Education
Fordham University - Graduate School of Business Administration 1978 — 1981
Master of Business Administration (MBA), Finance, General
University of Maryland College Park
Bachelor of Arts (B.A.)
Jennifer Stringer Jennifer Stringer's TD Ameritrade Experience 2008 - April 2010
Job Senior Vice President, Client Services at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing Corporation August 2012 - Present
Penson Financial Services March 2010 - August 2012
TD Ameritrade 2008 - April 2010
Ameritrade, Inc 2004 - 2008
Ameritrade, Inc 2001 - 2004
Fiserv Securities 1987 - 2000
Skills
Securities, Financial Services, Trading, Back Office, Process Improvement, Series 63, Equities, Series 7, Trading Systems, Strategy, Series 24, Mutual Funds, Fixed Income, Electronic Trading, Options, Financial Markets, Prime Brokerage, Risk Management, Portfolio Management, Market Data, Relationship Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry
East Stroudsburg University of Pennsylvania 1978 — 1982
BA, Computer Science
Apex Clearing Corporation August 2012 - Present
Penson Financial Services March 2010 - August 2012
TD Ameritrade 2008 - April 2010
Ameritrade, Inc 2004 - 2008
Ameritrade, Inc 2001 - 2004
Fiserv Securities 1987 - 2000
Skills
Securities, Financial Services, Trading, Back Office, Process Improvement, Series 63, Equities, Series 7, Trading Systems, Strategy, Series 24, Mutual Funds, Fixed Income, Electronic Trading, Options, Financial Markets, Prime Brokerage, Risk Management, Portfolio Management, Market Data, Relationship Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry
East Stroudsburg University of Pennsylvania 1978 — 1982
BA, Computer Science
Dane Larsen Dane Larsen's TD Ameritrade Experience May 2006 - May 2007
Job Business Intelligence Manager Financial Analytics at Sheridan Healthcorp
Industry Hospital & Health Care
Experience
Sheridan Healthcorp August 2015 - Present
Sheridan Healthcorp February 2015 - Present
Sheridan Healthcorp December 2013 - January 2015
Bank Midwest, a Division of NBH Bank, N.A. November 2012 - October 2013
First National Bank of Omaha July 2011 - November 2012
First National Bank of Omaha July 2010 - July 2011
First National Bank of Omaha July 2007 - July 2010
Paramount Parking Inc 2004 - 2009
TD Ameritrade May 2006 - May 2007
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Corporate FP&A, Capital Budgeting, IRR, Hyperion Planning, Business Case Modelling, Break-even Analysis, Profit Maximization, Financial Modeling, Business Case, Business Analysis, Analysis, Banking, Budgets, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Executive Management, Finance, Financial Forecasting, Financial Risk, Financial Services, Forecasting, Loans, Management, Payments, Process Improvement, Relationship Management, Retail Banking, Risk Management, Strategic Financial..., Treasury Management, Portfolio Management, Consumer Lending, Treasury, Lines Of Credit
Education
Florida Atlantic University 2015 — 2017
Master of Accounting
University of Nebraska at Omaha 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska at Omaha 2004 — 2007
BSBA, Finance, Banking, Investment Sciences, Management and Small Business Management
Sheridan Healthcorp August 2015 - Present
Sheridan Healthcorp February 2015 - Present
Sheridan Healthcorp December 2013 - January 2015
Bank Midwest, a Division of NBH Bank, N.A. November 2012 - October 2013
First National Bank of Omaha July 2011 - November 2012
First National Bank of Omaha July 2010 - July 2011
First National Bank of Omaha July 2007 - July 2010
Paramount Parking Inc 2004 - 2009
TD Ameritrade May 2006 - May 2007
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Corporate FP&A, Capital Budgeting, IRR, Hyperion Planning, Business Case Modelling, Break-even Analysis, Profit Maximization, Financial Modeling, Business Case, Business Analysis, Analysis, Banking, Budgets, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Executive Management, Finance, Financial Forecasting, Financial Risk, Financial Services, Forecasting, Loans, Management, Payments, Process Improvement, Relationship Management, Retail Banking, Risk Management, Strategic Financial..., Treasury Management, Portfolio Management, Consumer Lending, Treasury, Lines Of Credit
Education
Florida Atlantic University 2015 — 2017
Master of Accounting
University of Nebraska at Omaha 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska at Omaha 2004 — 2007
BSBA, Finance, Banking, Investment Sciences, Management and Small Business Management
Jordan Ublansky Jordan Ublansky's TD Ameritrade Experience October 2007 - October 2014
Job IT Test Quality Analyst at TD
Industry Financial Services
Experience
TD October 2014 - Present
TD Ameritrade October 2007 - October 2014
Skills
series 7, Series 63, CSC, FINRA, Mutual Funds, ETFs, Investment Advisory, IRAs, Securities, Wealth Management, Retirement Planning, Asset Allocation, Retirement, 401k, Investment Strategies, Equities, Fixed Annuities, Bonds, Financial Advisory, Investments, Series 7
Education
Fanshawe College 1997 — 2001
Buisness, Marketing
TD October 2014 - Present
TD Ameritrade October 2007 - October 2014
Skills
series 7, Series 63, CSC, FINRA, Mutual Funds, ETFs, Investment Advisory, IRAs, Securities, Wealth Management, Retirement Planning, Asset Allocation, Retirement, 401k, Investment Strategies, Equities, Fixed Annuities, Bonds, Financial Advisory, Investments, Series 7
Education
Fanshawe College 1997 — 2001
Buisness, Marketing
Collin Main Collin Main's TD Ameritrade Experience March 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
Wells Fargo Advisors, LLC May 2013 - March 2014
Merrill Lynch October 2011 - May 2013
Springleaf Financial Services August 2007 - October 2011
Skills
Financial Analysis, Insurance, Investments, Fixed Annuities, Retirement Planning, Portfolio Management, Financial Modeling, Mutual Funds, Variable Annuities, Finance, Series 7, Wealth Management, Loans
Education
Eastern Washington University 2003 — 2006
Bachelor of Arts, Finance and Economics
TD Ameritrade March 2014 - Present
Wells Fargo Advisors, LLC May 2013 - March 2014
Merrill Lynch October 2011 - May 2013
Springleaf Financial Services August 2007 - October 2011
Skills
Financial Analysis, Insurance, Investments, Fixed Annuities, Retirement Planning, Portfolio Management, Financial Modeling, Mutual Funds, Variable Annuities, Finance, Series 7, Wealth Management, Loans
Education
Eastern Washington University 2003 — 2006
Bachelor of Arts, Finance and Economics
Jamie Biddle CFP® Jamie Biddle CFP®'s TD Ameritrade Experience June 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
Fidelity Investments July 2008 - June 2014
Skills
series 66, Series 7, Certified Financial...
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
TD Ameritrade June 2014 - Present
Fidelity Investments July 2008 - June 2014
Skills
series 66, Series 7, Certified Financial...
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
Thomas Hasny's TD Ameritrade Experience April 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
Skills
Strategic Financial..., Series 7, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Mutual Funds, Retirement Planning, 529 Plans, College Education..., Investments, Estate Planning, Unit Investment Trusts, Series 66, Finance, Financial Services, Banking, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Wealth
Education
Florida State University - College of Business 2000 — 2004
B.S, Finance & Real Estate
TD Ameritrade April 2014 - Present
Skills
Strategic Financial..., Series 7, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Mutual Funds, Retirement Planning, 529 Plans, College Education..., Investments, Estate Planning, Unit Investment Trusts, Series 66, Finance, Financial Services, Banking, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Wealth
Education
Florida State University - College of Business 2000 — 2004
B.S, Finance & Real Estate
Michael T Erman, CFA's TD Ameritrade Experience January 2010 - June 2014
Job Financial Analyst at Harwood Financial Group
Industry Financial Services
Experience
Harwood Financial Group June 2014 - Present
TD Ameritrade January 2010 - June 2014
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Asset Allocation, Wealth Management, Investment Advisory, Securities, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Pivot Tables, Business Analytics, Financial Planning, Asset Management
Education
Florida State University 2003 — 2007
Finance
Harwood Financial Group June 2014 - Present
TD Ameritrade January 2010 - June 2014
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Asset Allocation, Wealth Management, Investment Advisory, Securities, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Pivot Tables, Business Analytics, Financial Planning, Asset Management
Education
Florida State University 2003 — 2007
Finance
Rebecca Green, CFP® Rebecca Green, CFP®'s TD Ameritrade Experience November 2006 - October 2007
Job Principal at Springboard Asset Management, LLC
Industry Investment Management
Experience
Springboard Asset Management, LLC September 2011 - Present
Asset Strategies Inc October 2007 - September 2011
TD Ameritrade November 2006 - October 2007
Fidelity Investments July 2003 - July 2006
Charles Schwab June 1998 - March 2002
Skills
Investment Advisory, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Retirement, 401k, College Savings Plans
Education
Eastern Connecticut State University 1993 — 1997
BS, Business Administration
Springboard Asset Management, LLC September 2011 - Present
Asset Strategies Inc October 2007 - September 2011
TD Ameritrade November 2006 - October 2007
Fidelity Investments July 2003 - July 2006
Charles Schwab June 1998 - March 2002
Skills
Investment Advisory, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Retirement, 401k, College Savings Plans
Education
Eastern Connecticut State University 1993 — 1997
BS, Business Administration
Dana Lyon Dana Lyon's TD Ameritrade Experience May 2008 - July 2009
Job at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
TD Ameritrade May 2008 - July 2009
SunTrust Investment Services December 2006 - May 2008
InvestLinc March 2005 - December 2006
Charles Schwab August 2002 - March 2005
Charles Schwab December 2000 - August 2002
Charles Schwab June 1997 - December 2000
American Express Financial Advisors April 1993 - June 1997
Skills
Estate Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1999
Masters, MBA
Florida State University 1983 — 1988
Bachelors, Finance
Merrill Lynch May 2011 - Present
TD Ameritrade May 2008 - July 2009
SunTrust Investment Services December 2006 - May 2008
InvestLinc March 2005 - December 2006
Charles Schwab August 2002 - March 2005
Charles Schwab December 2000 - August 2002
Charles Schwab June 1997 - December 2000
American Express Financial Advisors April 1993 - June 1997
Skills
Estate Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1999
Masters, MBA
Florida State University 1983 — 1988
Bachelors, Finance
Bob Campione Bob Campione's TD Ameritrade Experience January 2000 - Present
Job Helping Advisors Manage And Grow Their Business
Industry Financial Services
Experience
TD Ameritrade January 2000 - Present
NYSE Euronext January 1999 - January 2000
Bamm Hollow Country Club January 1996 - January 1999
Cedar Hill Country Club January 1995 - December 1995
Skills
Series 7, Series 63
Education
Lynn University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Fairleigh Dickinson University 1989 — 1991
Business Administration, Management and Operations
TD Ameritrade January 2000 - Present
NYSE Euronext January 1999 - January 2000
Bamm Hollow Country Club January 1996 - January 1999
Cedar Hill Country Club January 1995 - December 1995
Skills
Series 7, Series 63
Education
Lynn University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Fairleigh Dickinson University 1989 — 1991
Business Administration, Management and Operations
Darlene Di Sabatino Darlene Di Sabatino's TD Ameritrade Experience October 2007 - Present
Job Strategic, customerrelationship marketing professional.
Industry Marketing and Advertising
Experience
TD Ameritrade October 2007 - Present
Merrill Lynch January 2007 - June 2007
Ann Taylor Stores Corporation August 2004 - January 2007
American Express TRS February 1996 - August 2004
Skills
Cross-functional Team..., Leadership, E-commerce, CRM, Strategy, Segmentation, Integrated Marketing, Marketing, Loyalty Marketing, Strategic Partnerships, Management, Product Development, Program Management, Marketing Strategy, Retail, Financial Services, Credit Cards, Analytics
Education
Fairleigh Dickinson University 1992 — 1995
BS, Marketing
DePaul High School
DePaul High School
DePaul High School
DePaul High School
DePaul High School
Neumann Prep High School
TD Ameritrade October 2007 - Present
Merrill Lynch January 2007 - June 2007
Ann Taylor Stores Corporation August 2004 - January 2007
American Express TRS February 1996 - August 2004
Skills
Cross-functional Team..., Leadership, E-commerce, CRM, Strategy, Segmentation, Integrated Marketing, Marketing, Loyalty Marketing, Strategic Partnerships, Management, Product Development, Program Management, Marketing Strategy, Retail, Financial Services, Credit Cards, Analytics
Education
Fairleigh Dickinson University 1992 — 1995
BS, Marketing
DePaul High School
DePaul High School
DePaul High School
DePaul High School
DePaul High School
Neumann Prep High School
Marsha Empey-Soultan Marsha Empey-Soultan's TD Ameritrade Experience September 2006 - Present
Job Stock Broker
Industry Financial Services
Experience
TD Ameritrade September 2006 - Present
Teppermans December 2002 - September 2011
Aga Khan Foundation Canada January 2010 - July 2010
TD Canada Trust 2002 - 2006
TD Canada Trust February 2001 - April 2002
Skills
Budgets, Management, Fundraising, Call Centers, Nonprofits, Teamwork, Brokerage, Time Management, Program Management, Relationship Management, Retail Banking, Team Leadership
Education
FINRA
Series 7, US General Securities
FINRA
Series 63, US State Registration
Fanshawe College
Photography
primary, secondary & college
TD Ameritrade September 2006 - Present
Teppermans December 2002 - September 2011
Aga Khan Foundation Canada January 2010 - July 2010
TD Canada Trust 2002 - 2006
TD Canada Trust February 2001 - April 2002
Skills
Budgets, Management, Fundraising, Call Centers, Nonprofits, Teamwork, Brokerage, Time Management, Program Management, Relationship Management, Retail Banking, Team Leadership
Education
FINRA
Series 7, US General Securities
FINRA
Series 63, US State Registration
Fanshawe College
Photography
primary, secondary & college
Blake Henry's TD Ameritrade Experience 2006 - 2008
Job Managing Partner at Silver Management
Industry Financial Services
Experience
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
James Alworth James Alworth's TD Ameritrade Experience March 2002 - November 2004
Job Senior Managing Director at Midland Securities, Ltd.
Industry Financial Services
Experience
Midland Securities, Ltd. May 2015 - Present
Muni Solar Solutions July 2014 - Present
National Alliance Securities Group May 2013 - February 2015
BNY Mellon March 2012 - July 2012
Pershing, a BNY Mellon company November 2004 - April 2012
TD Ameritrade March 2002 - November 2004
Skills
Fixed Income, Bloomberg, Trading, Series 7, Series 24, series 53, Municipal Bonds, Electronic Trading, Financial Markets, FINRA, Bonds, Securities, Options, Alternative Investments, ETFs, Mutual Funds, Equities, Hedge Funds, Structured Products, Derivatives, Asset Allocation, Asset Management, Equity Trading, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Bloomberg Terminal, Back Office, Structured Finance, FX Options, Equity Derivatives, Credit Derivatives, Capital Markets, Investments, Series 63, Finance, Investment Banking, Management, Solar Energy
Education
East Stroudsburg University of Pennsylvania 1982 — 1986
Bachelor of Science (BS), Business/Managerial Economics
Livingston High School
Midland Securities, Ltd. May 2015 - Present
Muni Solar Solutions July 2014 - Present
National Alliance Securities Group May 2013 - February 2015
BNY Mellon March 2012 - July 2012
Pershing, a BNY Mellon company November 2004 - April 2012
TD Ameritrade March 2002 - November 2004
Skills
Fixed Income, Bloomberg, Trading, Series 7, Series 24, series 53, Municipal Bonds, Electronic Trading, Financial Markets, FINRA, Bonds, Securities, Options, Alternative Investments, ETFs, Mutual Funds, Equities, Hedge Funds, Structured Products, Derivatives, Asset Allocation, Asset Management, Equity Trading, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Bloomberg Terminal, Back Office, Structured Finance, FX Options, Equity Derivatives, Credit Derivatives, Capital Markets, Investments, Series 63, Finance, Investment Banking, Management, Solar Energy
Education
East Stroudsburg University of Pennsylvania 1982 — 1986
Bachelor of Science (BS), Business/Managerial Economics
Livingston High School
Robert Poxson Robert Poxson's TD Ameritrade Experience July 2013 - September 2013
Job Junior Script Developer
Industry Information Technology and Services
Experience
Bayview Asset Management, LLC February 2014 - Present
ACH September 2013 - November 2013
TD Ameritrade July 2013 - September 2013
Geek Squad October 2012 - April 2013
Pioneer Natural Resources Company May 2012 - August 2012
Jason’s Deli November 2011 - March 2012
Skills
MS Project, SharePoint, Microsoft Office, Windows 7, Visio, Microsoft Excel, HTML, Visual Basic, Windows, Information Technology, JavaScript, C++, Customer Support, Project Management, Leadership, Customer Service, Data Entry, Managing Database, Business Analysis, Troubleshooting, Training
Education
Everest University-Brandon 2007 — 2012
Bachelor's degree, Computer and Information Sciences, General
Purdue University 2005 — 2006
Bachelor's degree, Computer Science
Bayview Asset Management, LLC February 2014 - Present
ACH September 2013 - November 2013
TD Ameritrade July 2013 - September 2013
Geek Squad October 2012 - April 2013
Pioneer Natural Resources Company May 2012 - August 2012
Jason’s Deli November 2011 - March 2012
Skills
MS Project, SharePoint, Microsoft Office, Windows 7, Visio, Microsoft Excel, HTML, Visual Basic, Windows, Information Technology, JavaScript, C++, Customer Support, Project Management, Leadership, Customer Service, Data Entry, Managing Database, Business Analysis, Troubleshooting, Training
Education
Everest University-Brandon 2007 — 2012
Bachelor's degree, Computer and Information Sciences, General
Purdue University 2005 — 2006
Bachelor's degree, Computer Science
Kathlyn Ho Kathlyn Ho's TD Ameritrade Experience September 2014 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
ING Financial Partners February 2014 - September 2014
Morgan Stanley July 2011 - August 2011
Law Offices of Michael Jay Green April 2011 - July 2011
Education
Fordham University
Bachelor's degree, Business Administration/ Finance
Punahou School
High School
University of San Francisco
上智大学 / Sophia University
International Business
TD Ameritrade September 2014 - Present
ING Financial Partners February 2014 - September 2014
Morgan Stanley July 2011 - August 2011
Law Offices of Michael Jay Green April 2011 - July 2011
Education
Fordham University
Bachelor's degree, Business Administration/ Finance
Punahou School
High School
University of San Francisco
上智大学 / Sophia University
International Business
Jennifer Kauffman Jennifer Kauffman's TD Ameritrade Experience September 2006 - January 2013
Job Independent Advisor at Asset Management and Planning, LLC
Industry Financial Services
Experience
Asset Management and Planning, LLC February 2013 - Present
TD Ameritrade September 2006 - January 2013
Morgan Stanley March 2005 - June 2006
Pfizer January 2000 - January 2005
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Relationship Management, Portfolio Management, Wealth Management..., Holistic Financial..., Estate Planning, Gifting Strategies, Wealth Preservation..., Fixed Income Portfolio..., Fixed Income, Retirement, College Education..., Wealth Accumulation..., Strategic Financial..., Securities, Uniform Combined State..., Investments, Financial Planning
Education
University of Pittsburgh-Johnstown 1998 — 1999
Bachelor's degree, Marketing/Marketing Management, General
Elizabethtown College 1996 — 1998
Asset Management and Planning, LLC February 2013 - Present
TD Ameritrade September 2006 - January 2013
Morgan Stanley March 2005 - June 2006
Pfizer January 2000 - January 2005
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Relationship Management, Portfolio Management, Wealth Management..., Holistic Financial..., Estate Planning, Gifting Strategies, Wealth Preservation..., Fixed Income Portfolio..., Fixed Income, Retirement, College Education..., Wealth Accumulation..., Strategic Financial..., Securities, Uniform Combined State..., Investments, Financial Planning
Education
University of Pittsburgh-Johnstown 1998 — 1999
Bachelor's degree, Marketing/Marketing Management, General
Elizabethtown College 1996 — 1998
Jeffrey Styer, MBA's TD Ameritrade Experience March 2008 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2008 - Present
Fidelity Investments April 2006 - March 2008
Morgan Stanley April 2005 - March 2006
Lockheed Martin January 2003 - February 2005
United States Marine Corps July 1997 - July 2001
Skills
Financial Services, Investment Advisory, Investment Strategies, Investments, Sales, Wealth Management, Retirement Planning, Business Development, Financial Planning, Insurance
Education
Florida International University
Master of Business Administration (MBA)
Hodges University
Bachelor of Science, Management
TD Ameritrade March 2008 - Present
Fidelity Investments April 2006 - March 2008
Morgan Stanley April 2005 - March 2006
Lockheed Martin January 2003 - February 2005
United States Marine Corps July 1997 - July 2001
Skills
Financial Services, Investment Advisory, Investment Strategies, Investments, Sales, Wealth Management, Retirement Planning, Business Development, Financial Planning, Insurance
Education
Florida International University
Master of Business Administration (MBA)
Hodges University
Bachelor of Science, Management
Jeremy Doyle's TD Ameritrade Experience August 1999 - April 2001
Job A clever, adept, and progressive compliance pro? Yep.
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2013 - June 2014
OmahaMetro Design & Technology April 2012 - February 2013
Securities America, Inc. Member FINRA/SIPC September 2011 - April 2012
QA3 Financial Corp August 2007 - February 2011
QA3 Financial Corp June 2006 - August 2007
Woodmen of the World October 2004 - June 2006
Securities America, Inc. Member FINRA/SIPC June 2003 - October 2004
Securities America, Inc. Member FINRA/SIPC December 2001 - June 2003
TD Ameritrade August 1999 - April 2001
Skills
Management, Advertising, Risk Management, Investments, Series 7, Retail, Data Analysis, Research, Strategic Planning, Policy, Customer Service, Compliance, HTML 5, CSS3, Photoshop, Illustrator, InDesign, Microsoft Excel, Series 24, Finance, Portfolio Management, Investment Advisory, CSS, Financial Advisory, FINRA
Education
University of Iowa 1995 — 1999
Bachelor of Business Administration, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration, Finance
Stanford University 2014 — 2014
Continuing Education
Duke University 2014 — 2014
Continuing Education
LPL Financial June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2013 - June 2014
OmahaMetro Design & Technology April 2012 - February 2013
Securities America, Inc. Member FINRA/SIPC September 2011 - April 2012
QA3 Financial Corp August 2007 - February 2011
QA3 Financial Corp June 2006 - August 2007
Woodmen of the World October 2004 - June 2006
Securities America, Inc. Member FINRA/SIPC June 2003 - October 2004
Securities America, Inc. Member FINRA/SIPC December 2001 - June 2003
TD Ameritrade August 1999 - April 2001
Skills
Management, Advertising, Risk Management, Investments, Series 7, Retail, Data Analysis, Research, Strategic Planning, Policy, Customer Service, Compliance, HTML 5, CSS3, Photoshop, Illustrator, InDesign, Microsoft Excel, Series 24, Finance, Portfolio Management, Investment Advisory, CSS, Financial Advisory, FINRA
Education
University of Iowa 1995 — 1999
Bachelor of Business Administration, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration, Finance
Stanford University 2014 — 2014
Continuing Education
Duke University 2014 — 2014
Continuing Education
Robert Burns, CFA Robert Burns, CFA's TD Ameritrade Experience 2005 - 2006
Job Director at BIDS Trading
Industry Financial Services
Experience
BIDS Trading December 2006 - Present
TD Ameritrade 2005 - 2006
Datek Online 2000 - 2002
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Series 24, Fixed Income, Series 7, Bloomberg, Series 63, Trading, Hedge Funds, Microsoft Excel, FINRA, Derivatives, Securities, Capital Markets, Financial Markets, Series 3, Excel, series 55, series 4, PL/SQL
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Fordham University - Graduate School of Business Administration 2005 — 2005
Pre MBA Program
Rutgers University-New Brunswick 1995 — 1999
BA, Communication
BIDS Trading December 2006 - Present
TD Ameritrade 2005 - 2006
Datek Online 2000 - 2002
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Series 24, Fixed Income, Series 7, Bloomberg, Series 63, Trading, Hedge Funds, Microsoft Excel, FINRA, Derivatives, Securities, Capital Markets, Financial Markets, Series 3, Excel, series 55, series 4, PL/SQL
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Fordham University - Graduate School of Business Administration 2005 — 2005
Pre MBA Program
Rutgers University-New Brunswick 1995 — 1999
BA, Communication
Dale Jennings's TD Ameritrade Experience June 2006 - September 2008
Job Trading Specialist at optionsXpress
Industry Financial Services
Experience
optionsXpress April 2012 - Present
Charles Schwab October 2008 - April 2012
TD Ameritrade June 2006 - September 2008
Skills
Series 63, Series 7, Series 24, Series 34, Series 4, Series 3
Education
Florida State University
BS, Economics
optionsXpress April 2012 - Present
Charles Schwab October 2008 - April 2012
TD Ameritrade June 2006 - September 2008
Skills
Series 63, Series 7, Series 24, Series 34, Series 4, Series 3
Education
Florida State University
BS, Economics
Dirk Townsend's TD Ameritrade Experience 1996 - 2004
Job Scheduler at Koch Industries
Industry Oil & Energy
Experience
Koch Industries June 2008 - Present
Koch Supply & Trading June 2008 - December 2010
TD Ameritrade 1996 - 2004
Education
Emporia State University
Koch Industries June 2008 - Present
Koch Supply & Trading June 2008 - December 2010
TD Ameritrade 1996 - 2004
Education
Emporia State University
James Farrell, PhD, CFA James Farrell, PhD, CFA's TD Ameritrade Experience August 2004 - July 2005
Job Assistant Professor at Florida Southern College
Industry Research
Experience
Florida Southern College August 2010 - Present
State Board of Administration August 2008 - August 2010
FSU August 2005 - July 2008
TD Ameritrade August 2004 - July 2005
Merrill Lynch January 2003 - August 2004
Education
Florida State University 2005 — 2009
Ph.D, Economics
Florida State University 2005 — 2006
MS, Economics
University of Florida - Warrington College of Business Administration 2001 — 2002
BS, Finance
Florida Southern College August 2010 - Present
State Board of Administration August 2008 - August 2010
FSU August 2005 - July 2008
TD Ameritrade August 2004 - July 2005
Merrill Lynch January 2003 - August 2004
Education
Florida State University 2005 — 2009
Ph.D, Economics
Florida State University 2005 — 2006
MS, Economics
University of Florida - Warrington College of Business Administration 2001 — 2002
BS, Finance
Rick Spencer, CFA Rick Spencer, CFA's TD Ameritrade Experience January 2013 - July 2015
Job FixedIncome Trader
Industry Financial Services
Experience
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
Samuel Yoo's TD Ameritrade Experience April 2012 - August 2012
Job IT Consultant at FDM Group
Industry Information Technology and Services
Experience
FDM Group July 2014 - Present
New York Army National Guard May 2014 - Present
FDM Group January 2014 - April 2014
New York Army National Guard July 2011 - April 2014
ISAF September 2012 - April 2013
TD Ameritrade April 2012 - August 2012
Skills
Leadership, Training, Management, Networking, Information Assurance, Network Administration, Army, Military, Military Experience, Military Operations, Command, National Security, Security Clearance, Intelligence Analysis, ITIL, Project Management, Visio, Business Analysis, PMBOK
Education
Fordham University 2007 — 2011
Bachelor of Science (BS), General Science
FDM Group July 2014 - Present
New York Army National Guard May 2014 - Present
FDM Group January 2014 - April 2014
New York Army National Guard July 2011 - April 2014
ISAF September 2012 - April 2013
TD Ameritrade April 2012 - August 2012
Skills
Leadership, Training, Management, Networking, Information Assurance, Network Administration, Army, Military, Military Experience, Military Operations, Command, National Security, Security Clearance, Intelligence Analysis, ITIL, Project Management, Visio, Business Analysis, PMBOK
Education
Fordham University 2007 — 2011
Bachelor of Science (BS), General Science
Patrick Nicks Patrick Nicks's TD Ameritrade Experience May 2015 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
Thrivent Financial 2014 - December 2014
Capital One BANK July 2013 - April 2014
ViewPoint Bank March 2012 - July 2013
JPMorgan Chase July 2010 - February 2012
Skills
Finance, Loans, Customer Service, Leadership, Sales, Microsoft Office, Management, Financial Services, Financial Analysis, Investments, Portfolio Management, Event Planning, Series 7
Education
Harding University
BS
Eastern Arizona College
AA, General Studies
TD Ameritrade May 2015 - Present
Thrivent Financial 2014 - December 2014
Capital One BANK July 2013 - April 2014
ViewPoint Bank March 2012 - July 2013
JPMorgan Chase July 2010 - February 2012
Skills
Finance, Loans, Customer Service, Leadership, Sales, Microsoft Office, Management, Financial Services, Financial Analysis, Investments, Portfolio Management, Event Planning, Series 7
Education
Harding University
BS
Eastern Arizona College
AA, General Studies
Bryan Abdelnoor's TD Ameritrade Experience June 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
Merrill Lynch January 2012 - June 2013
UBS December 2008 - December 2011
JPMorgan Chase February 2007 - November 2008
Bond New York Real Estate October 2005 - January 2007
National Securities January 2005 - August 2005
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Series 63, Retirement, Financial Services, Fixed Annuities, Financial Advisory, Finance, FINRA, Loans, Management, Sales, Wealth Management..., CRM, ETFs, Real Estate Economics, Securities, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Management, Relationship Management
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Financial Planning
Fordham University 2000 — 2004
Bachelors, Political Science, Economics
Fort Hamilton High School 1996 — 2000
TD Ameritrade June 2013 - Present
Merrill Lynch January 2012 - June 2013
UBS December 2008 - December 2011
JPMorgan Chase February 2007 - November 2008
Bond New York Real Estate October 2005 - January 2007
National Securities January 2005 - August 2005
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Series 63, Retirement, Financial Services, Fixed Annuities, Financial Advisory, Finance, FINRA, Loans, Management, Sales, Wealth Management..., CRM, ETFs, Real Estate Economics, Securities, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Management, Relationship Management
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Financial Planning
Fordham University 2000 — 2004
Bachelors, Political Science, Economics
Fort Hamilton High School 1996 — 2000
Kelly Caffrey (Joinnides)'s TD Ameritrade Experience July 2009 - November 2011
Job B2B Marketer leading a high performing team responsible for Lead Generation, Brand Advertising, and Digital Marketing
Industry Financial Services
Experience
TD Ameritrade Institutional September 2011 - Present
TD Ameritrade July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon June 2006 - July 2009
Deloitte 2005 - 2006
Deloitte 2001 - 2005
Smith Barney 2000 - 2001
Smith Barney 1996 - 2001
Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation
Education
Fordham Gabelli School of Business 2001 — 2008
MBA, Marketing
Saint Michael's College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
Summit High School 1987 — 1992
TD Ameritrade Institutional September 2011 - Present
TD Ameritrade July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon June 2006 - July 2009
Deloitte 2005 - 2006
Deloitte 2001 - 2005
Smith Barney 2000 - 2001
Smith Barney 1996 - 2001
Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation
Education
Fordham Gabelli School of Business 2001 — 2008
MBA, Marketing
Saint Michael's College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
Summit High School 1987 — 1992
Christine Meudt's TD Ameritrade Experience August 2011 - Present
Job Manager, Marketing, Client Communications at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
UBS March 2005 - March 2010
UBS February 2000 - June 2004
UBS August 1997 - February 2000
Financial Modeling Concepts 1994 - 1997
DecisionBase Resources 1993 - 1994
Skills
Strategy, Project Management, Marketing, Integrated Marketing, Project Planning, Public Speaking, Leadership, Coaching, Advertising, System Administration, Microsoft Excel, Recruiting, Graphic Design, Social Media Marketing, Marketing Communications, Cross-functional Team..., Strategic Planning, CRM, Human Resources, Analysis, Sales, Budgets, Interviews, Vendor Management, Program Management
Education
Florida State University
BS, Industrial/Organizational Psychology
TD Ameritrade August 2011 - Present
UBS March 2005 - March 2010
UBS February 2000 - June 2004
UBS August 1997 - February 2000
Financial Modeling Concepts 1994 - 1997
DecisionBase Resources 1993 - 1994
Skills
Strategy, Project Management, Marketing, Integrated Marketing, Project Planning, Public Speaking, Leadership, Coaching, Advertising, System Administration, Microsoft Excel, Recruiting, Graphic Design, Social Media Marketing, Marketing Communications, Cross-functional Team..., Strategic Planning, CRM, Human Resources, Analysis, Sales, Budgets, Interviews, Vendor Management, Program Management
Education
Florida State University
BS, Industrial/Organizational Psychology
Karen Zimmerman (Maloney) Karen Zimmerman (Maloney)'s TD Ameritrade Experience October 2013 - Present
Job Operations Program Manager
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade February 2008 - May 2009
TDBFG 2001 - 2007
Skills
Project Management, Financial Services, Banking, Business Requirements, Securities, Cross-functional Team..., Trading Systems, Team Leadership, SharePoint, Series 7, FINRA, Series 63, Relationship Management, Management, Leadership, Risk Management, Mutual Funds, Process Improvement
Education
Fanshawe College 1997 — 1999
Law and Security
TD Ameritrade October 2013 - Present
TD Ameritrade February 2008 - May 2009
TDBFG 2001 - 2007
Skills
Project Management, Financial Services, Banking, Business Requirements, Securities, Cross-functional Team..., Trading Systems, Team Leadership, SharePoint, Series 7, FINRA, Series 63, Relationship Management, Management, Leadership, Risk Management, Mutual Funds, Process Improvement
Education
Fanshawe College 1997 — 1999
Law and Security
Asante Noel's TD Ameritrade Experience April 2014 - Present
Job Field Integration Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade Institutional April 2011 - April 2014
TD Ameritrade February 2010 - November 2011
TD Ameritrade November 2008 - April 2010
Merrill Lynch May 2007 - November 2008
Skills
Onboarding, Financial Services, Deferred Compensation, Employee Benefits, PeopleSoft, Succession Planning, Risk Management, Vendor Management
Education
Fordham University 2003 — 2007
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
The Hill School 1999 — 2003
TD Ameritrade April 2014 - Present
TD Ameritrade Institutional April 2011 - April 2014
TD Ameritrade February 2010 - November 2011
TD Ameritrade November 2008 - April 2010
Merrill Lynch May 2007 - November 2008
Skills
Onboarding, Financial Services, Deferred Compensation, Employee Benefits, PeopleSoft, Succession Planning, Risk Management, Vendor Management
Education
Fordham University 2003 — 2007
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
The Hill School 1999 — 2003
Aaron St. Germain, CFP®'s TD Ameritrade Experience September 2010 - December 2014
Job Founder/Vice President at SAM Phinancial
Industry Financial Services
Experience
SAM Phinancial January 2015 - Present
TD Ameritrade September 2010 - December 2014
Charles Schwab December 2001 - August 2010
American Express Financial Advisors December 1999 - December 2001
Education
Florida State University 1993 — 1997
SAM Phinancial January 2015 - Present
TD Ameritrade September 2010 - December 2014
Charles Schwab December 2001 - August 2010
American Express Financial Advisors December 1999 - December 2001
Education
Florida State University 1993 — 1997
Joseph Marasciullo, CFP® Joseph Marasciullo, CFP®'s TD Ameritrade Experience January 2011 - October 2014
Job Managing Director Global Financial Services
Industry Financial Services
Experience
UNFCU October 2014 - Present
TD Ameritrade January 2011 - October 2014
Smith Barney May 2007 - February 2009
Citicorp Investment Services July 1998 - May 2007
Citicorp Investment Services August 1993 - July 1998
Education
New York University
Financial Planning
Syracuse University - Martin J. Whitman School of Management 1983 — 1985
B.S., Finance
Florida Institute of Technology 1982 — 1983
Flight Technology
Farmingdale State College 1980 — 1982
A.A.S., Aerospace Technology
Bishop Ludden High School 1976 — 1980
UNFCU October 2014 - Present
TD Ameritrade January 2011 - October 2014
Smith Barney May 2007 - February 2009
Citicorp Investment Services July 1998 - May 2007
Citicorp Investment Services August 1993 - July 1998
Education
New York University
Financial Planning
Syracuse University - Martin J. Whitman School of Management 1983 — 1985
B.S., Finance
Florida Institute of Technology 1982 — 1983
Flight Technology
Farmingdale State College 1980 — 1982
A.A.S., Aerospace Technology
Bishop Ludden High School 1976 — 1980
Randy Sansen's TD Ameritrade Experience February 2007 - October 2009
Job Consultant Improving Clients' Financial Wellbeing
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 2014 - Present
CIBC January 2013 - March 2014
Allstate December 2011 - December 2013
TD Ameritrade February 2007 - October 2009
Gary Bean Securities January 2006 - January 2007
Sun Life Financial November 2004 - January 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Planning, Investment Strategies, Business Development, Life Insurance, Account Management, Investment Banking, Debt Management, Term Life Insurance, Business Planning, Long-term Customer..., Investment planning, Tax Planning, Insurance Planning, Portfolio Management, Risk Management, Insurance, Financial Services, Budgets, Cash Management, Retirement, Financial Planning, Financial Advisory, Critical Illness, Mutual Funds, Retirement Planning, Saving for Education, Retirement Savings, Business Tax Planning, Personal Tax Planning, General Insurance, Health Insurance, Building Relationships, Team Leadership, Team Building, Coaching
Education
Fanshawe College 2003 — 2005
Diploma, Business Insurance
Investors Group Financial Services Inc. April 2014 - Present
CIBC January 2013 - March 2014
Allstate December 2011 - December 2013
TD Ameritrade February 2007 - October 2009
Gary Bean Securities January 2006 - January 2007
Sun Life Financial November 2004 - January 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Planning, Investment Strategies, Business Development, Life Insurance, Account Management, Investment Banking, Debt Management, Term Life Insurance, Business Planning, Long-term Customer..., Investment planning, Tax Planning, Insurance Planning, Portfolio Management, Risk Management, Insurance, Financial Services, Budgets, Cash Management, Retirement, Financial Planning, Financial Advisory, Critical Illness, Mutual Funds, Retirement Planning, Saving for Education, Retirement Savings, Business Tax Planning, Personal Tax Planning, General Insurance, Health Insurance, Building Relationships, Team Leadership, Team Building, Coaching
Education
Fanshawe College 2003 — 2005
Diploma, Business Insurance
Arran Sharrard's TD Ameritrade Experience October 2011 - Present
Job Financial services professional skilled in sales & marketing
Industry Public Relations and Communications
Experience
TD Ameritrade October 2011 - Present
Ricoh Canada Inc. September 2010 - September 2011
IQPC January 2009 - September 2010
Toronto Blue Jays August 2008 - August 2010
The Beer Store April 2007 - August 2008
Parkinson's Society of SWOR January 2008 - May 2008
Education
Fanshawe College 2007 — 2008
Public Relations & Corporate Communications, Oral presenting, written communications, advertising, group and individual projects..
Western University 2005 — 2007
BMOS, Finance, Economics
Fanshawe College 2002 — 2005
Business Marketing, Marketing, Advertising, Sales
TD Ameritrade October 2011 - Present
Ricoh Canada Inc. September 2010 - September 2011
IQPC January 2009 - September 2010
Toronto Blue Jays August 2008 - August 2010
The Beer Store April 2007 - August 2008
Parkinson's Society of SWOR January 2008 - May 2008
Education
Fanshawe College 2007 — 2008
Public Relations & Corporate Communications, Oral presenting, written communications, advertising, group and individual projects..
Western University 2005 — 2007
BMOS, Finance, Economics
Fanshawe College 2002 — 2005
Business Marketing, Marketing, Advertising, Sales
Jeffrey Taboh Jeffrey Taboh's TD Ameritrade Experience June 2006 - Present
Job Investor Services Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2006 - Present
Skills
Series 7, Series 63, Mutual Funds, Investments, Securities, Financial Services, Equities, Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Relationship Management, Fixed Income, Asset Management, Trading
Education
Embry-Riddle Aeronautical University 1986 — 1991
TD Ameritrade June 2006 - Present
Skills
Series 7, Series 63, Mutual Funds, Investments, Securities, Financial Services, Equities, Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Relationship Management, Fixed Income, Asset Management, Trading
Education
Embry-Riddle Aeronautical University 1986 — 1991
Matthew Musi, CRPC® Matthew Musi, CRPC®'s TD Ameritrade Experience March 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
E*TRADE Financial November 2012 - March 2015
Merrill Lynch June 2011 - November 2012
Citi March 2010 - April 2010
Education
Florida State University 2006 — 2010
Bachelor of Science, Finance
TD Ameritrade March 2015 - Present
E*TRADE Financial November 2012 - March 2015
Merrill Lynch June 2011 - November 2012
Citi March 2010 - April 2010
Education
Florida State University 2006 — 2010
Bachelor of Science, Finance
Brett Healy, MBA Brett Healy, MBA's TD Ameritrade Experience June 2011 - Present
Job Manager, Management Development at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
MetLife December 2008 - June 2011
Merck May 2007 - December 2008
Citigroup 2005 - 2006
Skills
Vendor Management, Financial Services, Risk Management, Leadership, Performance Management, Strategy, Employee Benefits, Talent Management, Change Management, Onboarding, Employee Engagement, Organizational..., Succession Planning, Organizational Design, Project Management, Management, Sales
Education
Fairleigh Dickinson University 2007 — 2010
MBA, Management
University of Delaware 2001 — 2005
TD Ameritrade June 2011 - Present
MetLife December 2008 - June 2011
Merck May 2007 - December 2008
Citigroup 2005 - 2006
Skills
Vendor Management, Financial Services, Risk Management, Leadership, Performance Management, Strategy, Employee Benefits, Talent Management, Change Management, Onboarding, Employee Engagement, Organizational..., Succession Planning, Organizational Design, Project Management, Management, Sales
Education
Fairleigh Dickinson University 2007 — 2010
MBA, Management
University of Delaware 2001 — 2005
Justin Davidson Justin Davidson's TD Ameritrade Experience January 2004 - January 2008
Job Secondary Market Analyst at SecurityNational Mortgage
Industry Financial Services
Experience
SecurityNational Mortgage October 2012 - Present
TD Ameritrade January 2004 - January 2008
Skills
Loans, Credit, Banking, Mortgage Lending, Investments
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business 2003 — 2005
Bachelor's degree, Economics
SecurityNational Mortgage October 2012 - Present
TD Ameritrade January 2004 - January 2008
Skills
Loans, Credit, Banking, Mortgage Lending, Investments
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business 2003 — 2005
Bachelor's degree, Economics
Cody Bousema Cody Bousema's TD Ameritrade Experience June 2013 - September 2013
Job TSYS Merchant Solutions Outside Sales Rep
Industry Financial Services
Experience
TSYS Merchant Solutions April 2015 - Present
CLS Investments, LLC December 2013 - April 2015
Accurate Construction and Restoration/ServiceMASTER of Sarpy County August 2011 - December 2013
TD Ameritrade June 2013 - September 2013
Skills
Microsoft Office, Marketing Communications, Marketing Strategy, Sales, Marketing, Business Communications, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Facebook, Public Relations, Business Development, Customer Service, Team Building, Time Management, Salesforce.com
Education
University of Nebraska at Omaha 2012 — 2013
Bachelor's degree, Business/Corporate Communications
Ellsworth Community College 2006 — 2008
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
TSYS Merchant Solutions April 2015 - Present
CLS Investments, LLC December 2013 - April 2015
Accurate Construction and Restoration/ServiceMASTER of Sarpy County August 2011 - December 2013
TD Ameritrade June 2013 - September 2013
Skills
Microsoft Office, Marketing Communications, Marketing Strategy, Sales, Marketing, Business Communications, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Facebook, Public Relations, Business Development, Customer Service, Team Building, Time Management, Salesforce.com
Education
University of Nebraska at Omaha 2012 — 2013
Bachelor's degree, Business/Corporate Communications
Ellsworth Community College 2006 — 2008
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Kenneth Kenny Sherman Kenneth Kenny Sherman's TD Ameritrade Experience September 1993 - March 2007
Job Operations Manager at Bloomberg
Industry Financial Services
Experience
TradeBook @ Bloomberg LP August 2013 - Present
Bloomberg March 2011 - Present
Citi October 2010 - July 2011
E*TRADE Financial Group April 2007 - February 2011
TD Ameritrade September 1993 - March 2007
TD Waterhouse 1993 - 2007
Skills
Series 7, Equities, Series 63, Securities, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Risk Management, Vendor Management, Product Management, Wealth Management, Business Intelligence, Project Management, Program Management, Leadership, Back Office, Contract Negotiation, Strategy, Derivatives, Business Analysis, PMP, Negotiation, Operations Management, Mortgage Lending, Enterprise Software, Investments, Executive Management, Valuation, Asset Management, Mergers & Acquisitions, Business Process, SDLC, Analysis, Integration, Options, Management, FINRA, Trading, Quality Assurance, Bloomberg, Electronic Trading, Trading Systems, CRM, Financial Markets, Series 24, Banking, Relationship Management, FX Options, Capital Markets
Education
Villanova University 2003 — 2005
Masters Degree, Applied Project Management
Dowling College 1994 — 1998
Masters Degree, Total Quality Management (TQM)
Saint John's University 1987 — 1991
BA, General Management
TradeBook @ Bloomberg LP August 2013 - Present
Bloomberg March 2011 - Present
Citi October 2010 - July 2011
E*TRADE Financial Group April 2007 - February 2011
TD Ameritrade September 1993 - March 2007
TD Waterhouse 1993 - 2007
Skills
Series 7, Equities, Series 63, Securities, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Risk Management, Vendor Management, Product Management, Wealth Management, Business Intelligence, Project Management, Program Management, Leadership, Back Office, Contract Negotiation, Strategy, Derivatives, Business Analysis, PMP, Negotiation, Operations Management, Mortgage Lending, Enterprise Software, Investments, Executive Management, Valuation, Asset Management, Mergers & Acquisitions, Business Process, SDLC, Analysis, Integration, Options, Management, FINRA, Trading, Quality Assurance, Bloomberg, Electronic Trading, Trading Systems, CRM, Financial Markets, Series 24, Banking, Relationship Management, FX Options, Capital Markets
Education
Villanova University 2003 — 2005
Masters Degree, Applied Project Management
Dowling College 1994 — 1998
Masters Degree, Total Quality Management (TQM)
Saint John's University 1987 — 1991
BA, General Management
James Triglianos's TD Ameritrade Experience June 1999 - February 2001
Job Senior Manager, Advanced Services Global Delivery Center at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems June 2011 - Present
Cisco Systems September 2006 - June 2011
Eagle Rock Alliance August 2002 - August 2006
JPMorgan Chase & Co. January 2002 - May 2002
MobileSpring, Inc. February 2001 - September 2001
TD Ameritrade June 1999 - February 2001
Oppenheimer Capital February 1994 - June 1999
CHANEL August 1992 - February 1994
Education
Fordham University 1988 — 1993
Psychology/Comp. Sci.
Cisco Systems June 2011 - Present
Cisco Systems September 2006 - June 2011
Eagle Rock Alliance August 2002 - August 2006
JPMorgan Chase & Co. January 2002 - May 2002
MobileSpring, Inc. February 2001 - September 2001
TD Ameritrade June 1999 - February 2001
Oppenheimer Capital February 1994 - June 1999
CHANEL August 1992 - February 1994
Education
Fordham University 1988 — 1993
Psychology/Comp. Sci.
Honey Guzman Honey Guzman's TD Ameritrade Experience October 2011 - December 2012
Job Consultant at HSBC
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Self-Directed March 2009 - Present
HSBC Retail Banking and Wealth Management February 2013 - December 2014
TD Ameritrade October 2011 - December 2012
Citi January 2011 - July 2011
Bank of America Merrill Lynch September 2009 - December 2010
Empowering Today's Professionals March 2009 - March 2010
NASDAQ OMX 2004 - 2009
Instinet Corporation 2003 - 2004
The Island ECN June 2000 - January 2003
Skills
Equities, Market Data, Trading, Securities, Compliance, Electronic Trading, Trading Systems, Options, Financial Markets, Equity Trading, Financial Services, Fixed Income, Leadership, Derivatives, Capital Markets, Business Analysis, Strategy, Wealth Management, Investment Banking, Equity Derivatives, Project Management, CRM, Series 7
Education
Florida International University - College of Business Administration 1994 — 1997
Bachelor of Business Administration Degree, Finance
Miami Dade College 1992 — 1994
Associate In Arts Degree, Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch August 2015 - Present
Self-Directed March 2009 - Present
HSBC Retail Banking and Wealth Management February 2013 - December 2014
TD Ameritrade October 2011 - December 2012
Citi January 2011 - July 2011
Bank of America Merrill Lynch September 2009 - December 2010
Empowering Today's Professionals March 2009 - March 2010
NASDAQ OMX 2004 - 2009
Instinet Corporation 2003 - 2004
The Island ECN June 2000 - January 2003
Skills
Equities, Market Data, Trading, Securities, Compliance, Electronic Trading, Trading Systems, Options, Financial Markets, Equity Trading, Financial Services, Fixed Income, Leadership, Derivatives, Capital Markets, Business Analysis, Strategy, Wealth Management, Investment Banking, Equity Derivatives, Project Management, CRM, Series 7
Education
Florida International University - College of Business Administration 1994 — 1997
Bachelor of Business Administration Degree, Finance
Miami Dade College 1992 — 1994
Associate In Arts Degree, Liberal Arts and Sciences/Liberal Studies
Bob Wells Bob Wells's TD Ameritrade Experience September 2009 - September 2010
Job CEO Wolfpack Technologies
Industry Computer & Network Security
Experience
WolfPack Technologies February 2010 - Present
Secure Identity Corporation January 2007 - Present
PayPal March 2013 - September 2013
Kimberly-Clark April 2012 - October 2012
The Walt Disney Company May 2011 - March 2012
TD Ameritrade September 2009 - September 2010
i3logix, Inc. family of companies October 2008 - February 2010
Daimler Trucks North America 2009 - 2009
Policy Studies Incorporated April 2008 - November 2008
Echostar June 2007 - October 2007
Skills
Appscan Enterprise, Information Security, Security, Computer Security, Network Security, Enterprise Architecture, Security Architecture..., Identity Management, Integration, Application Security, Information Security..., PCI DSS, Risk Assessment, Cloud Computing, Security Policy, CISSP, Team Building, Security Management, Penetration Testing, Vulnerability Assessment, SaaS, System Administration, Business Continuity, Disaster Recovery, Security Audits, Information Technology, Oracle, Vulnerability Management, Data Security, Web Application Security, Cloud Security, Risk Management, Architecture, Software Development, Encryption, IT Management, Firewalls, Security Awareness, IT Audit, Computer Forensics, CISA, IT Strategy, CEH, PKI, Governance, SIEM, CISM, Checkmarx, iOT
Education
Pennsylvania State University-Erie Campus 1990 — 1993
BS, MIS
Edinboro University of Pennsylvania 1983 — 1985
AS, Computer Science
McDowell High
WolfPack Technologies February 2010 - Present
Secure Identity Corporation January 2007 - Present
PayPal March 2013 - September 2013
Kimberly-Clark April 2012 - October 2012
The Walt Disney Company May 2011 - March 2012
TD Ameritrade September 2009 - September 2010
i3logix, Inc. family of companies October 2008 - February 2010
Daimler Trucks North America 2009 - 2009
Policy Studies Incorporated April 2008 - November 2008
Echostar June 2007 - October 2007
Skills
Appscan Enterprise, Information Security, Security, Computer Security, Network Security, Enterprise Architecture, Security Architecture..., Identity Management, Integration, Application Security, Information Security..., PCI DSS, Risk Assessment, Cloud Computing, Security Policy, CISSP, Team Building, Security Management, Penetration Testing, Vulnerability Assessment, SaaS, System Administration, Business Continuity, Disaster Recovery, Security Audits, Information Technology, Oracle, Vulnerability Management, Data Security, Web Application Security, Cloud Security, Risk Management, Architecture, Software Development, Encryption, IT Management, Firewalls, Security Awareness, IT Audit, Computer Forensics, CISA, IT Strategy, CEH, PKI, Governance, SIEM, CISM, Checkmarx, iOT
Education
Pennsylvania State University-Erie Campus 1990 — 1993
BS, MIS
Edinboro University of Pennsylvania 1983 — 1985
AS, Computer Science
McDowell High
Michael Illari, CFP®, MBA Michael Illari, CFP®, MBA's TD Ameritrade Experience January 2007 - July 2012
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
TD Ameritrade January 2007 - July 2012
New York Life Insurance Co May 2005 - July 2006
Education
Dowling College
Masters of Business Administration, Banking and Finance
Metropolitan State University of Denver
Bachelor of Science, Financial Services
Charles Schwab August 2012 - Present
TD Ameritrade January 2007 - July 2012
New York Life Insurance Co May 2005 - July 2006
Education
Dowling College
Masters of Business Administration, Banking and Finance
Metropolitan State University of Denver
Bachelor of Science, Financial Services
Gabe Eldred Gabe Eldred's TD Ameritrade Experience February 2015 - April 2015
Job Product Manager at Company Name Under Construction
Industry Information Technology and Services
Experience
Crossfield Digital May 2015 - Present
TD Ameritrade February 2015 - April 2015
General Assembly September 2014 - December 2014
American Express March 2012 - September 2014
American Express January 2011 - March 2012
The Wharton School July 2009 - December 2010
Skills
Financial Analysis, Business Strategy, Excel, Process Improvement, Strategy, Management, Financial Modeling, Social Media, Marketing, Business Analysis, Marketing Strategy, Strategic Planning, Data Analysis, Product Management
Education
General Assembly 2014 — 2014
Product Management Immersive
Drexel University 2009 — 2010
MBA, Entrepreneurship
McGill University 2005 — 2009
BCom, Finance
Crossfield Digital May 2015 - Present
TD Ameritrade February 2015 - April 2015
General Assembly September 2014 - December 2014
American Express March 2012 - September 2014
American Express January 2011 - March 2012
The Wharton School July 2009 - December 2010
Skills
Financial Analysis, Business Strategy, Excel, Process Improvement, Strategy, Management, Financial Modeling, Social Media, Marketing, Business Analysis, Marketing Strategy, Strategic Planning, Data Analysis, Product Management
Education
General Assembly 2014 — 2014
Product Management Immersive
Drexel University 2009 — 2010
MBA, Entrepreneurship
McGill University 2005 — 2009
BCom, Finance
Kofi K. Boakye's TD Ameritrade Experience September 2007 - July 2011
Job Connector & Strategy/Business Development Professional
Industry Medical Practice
Experience
Various Family and Individual Ventures April 2011 - Present
Naz'Rene Clinic & Skincare September 2014 - Present
Ahimsa Partners November 2011 - August 2012
TD Ameritrade September 2007 - July 2011
Cambridge Associates September 2006 - June 2007
Skills
Building Relationships, Morale, Creativity, Business Strategy, Qualitative Research, Quantitative Research, Investments, Strategic Planning, Entrepreneurship, Business Analysis, Management Consulting, Marketing Strategy, Project Management, Financial Services, Strategic Consulting, Program Management, Business Development, Research, Strategic Communications, Analysis, Marketing, Leadership, Strategy
Education
EM Lyon 2011 — 2012
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
MIP-Politecnico Di Milano
New York University 2009 — 2009
Continuing and Professional Studies
The College of William and Mary 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance with Concentration in Operations
George School 1998 — 2002
High School Dipolma
Various Family and Individual Ventures April 2011 - Present
Naz'Rene Clinic & Skincare September 2014 - Present
Ahimsa Partners November 2011 - August 2012
TD Ameritrade September 2007 - July 2011
Cambridge Associates September 2006 - June 2007
Skills
Building Relationships, Morale, Creativity, Business Strategy, Qualitative Research, Quantitative Research, Investments, Strategic Planning, Entrepreneurship, Business Analysis, Management Consulting, Marketing Strategy, Project Management, Financial Services, Strategic Consulting, Program Management, Business Development, Research, Strategic Communications, Analysis, Marketing, Leadership, Strategy
Education
EM Lyon 2011 — 2012
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
MIP-Politecnico Di Milano
New York University 2009 — 2009
Continuing and Professional Studies
The College of William and Mary 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance with Concentration in Operations
George School 1998 — 2002
High School Dipolma
Kana Leia Veney Kana Leia Veney's TD Ameritrade Experience May 2013 - May 2015
Job Student at University of Hawaii at Mānoa
Industry Information Technology and Services
Experience
University of Hawaii at Manoa August 2012 - Present
TD Ameritrade May 2013 - May 2015
Victoria's Secret June 2013 - April 2014
Rotary 2010 - 2013
The Lodge at Wilderness Ridge June 2010 - August 2012
Skills
PowerPoint, Leadership, Management, Public Speaking, Microsoft Excel, Organization &..., Marketing, Written & Oral..., Statistics, Research, Matlab, Exceptional People..., Microsoft Word, Photoshop, HTML 5, Dreamweaver, Oracle Applications, Contract Management, Vendor Management, Oracle, Oracle Discoverer, PHP, Remote Access, Microsoft PowerPoint, Access Database, Team Synergy, Customer Service, Event Planning, Time Management, Social Media, Microsoft Office, Social Networking, Project Management
Education
University of Hawaii - College of Business Administration 2012 — 2016
Management Information Systems & International Business
Ecole supérieure de Commerce de Rennes 2015 — 2015
Study Abroad, International Business
National Cheng Kung University 2015 — 2015
Study Abroad, Chinese Language
Lincoln Southwest High School 2008 — 2012
University of Hawaii at Manoa August 2012 - Present
TD Ameritrade May 2013 - May 2015
Victoria's Secret June 2013 - April 2014
Rotary 2010 - 2013
The Lodge at Wilderness Ridge June 2010 - August 2012
Skills
PowerPoint, Leadership, Management, Public Speaking, Microsoft Excel, Organization &..., Marketing, Written & Oral..., Statistics, Research, Matlab, Exceptional People..., Microsoft Word, Photoshop, HTML 5, Dreamweaver, Oracle Applications, Contract Management, Vendor Management, Oracle, Oracle Discoverer, PHP, Remote Access, Microsoft PowerPoint, Access Database, Team Synergy, Customer Service, Event Planning, Time Management, Social Media, Microsoft Office, Social Networking, Project Management
Education
University of Hawaii - College of Business Administration 2012 — 2016
Management Information Systems & International Business
Ecole supérieure de Commerce de Rennes 2015 — 2015
Study Abroad, International Business
National Cheng Kung University 2015 — 2015
Study Abroad, Chinese Language
Lincoln Southwest High School 2008 — 2012
William Calabrese,CPA CIA's TD Ameritrade Experience 2011 - 2015
Job Consultant at SelfEmployed
Industry Hospital & Health Care
Experience
Self-Employed InvestorTD Ameritrade2011 - 2015
TD Ameritrade 2011 - 2015
TherapeuticsMD 2013 - 2014
Experis 2011 - 2014
Quest Diagnostics, Inc September 2006 - July 2011
NationsRent, Inc October 2005 - September 2006
Interim Healthcare, Inc October 2002 - October 2005
Mercy Hospital 2002 - 2002
Intracoastal Health Systems, Inc January 1998 - January 2001
Ernst & Young LLP January 1996 - January 1998
Skills
Auditing, Business Process..., Internal Controls, Accounting, Internal Audit, Management, Finance, Financial Reporting, HIPAA, Process Improvement, Software Documentation, Financial Statements, Quality Auditing, Business Process, Mergers & Acquisitions, Financial Analysis, Budgets, Sarbanes-Oxley Act, Healthcare, GAAP, Policy, Financial Risk, Sarbanes-Oxley, CPA, SEC filings, Managerial Finance
Education
Florida Atlantic University
Bachelor of Business Administration; Bachelor of Business Administration, Accounting; Marketing
Florida Atlantic University
Masters of Business Administration, Management
Self-Employed InvestorTD Ameritrade2011 - 2015
TD Ameritrade 2011 - 2015
TherapeuticsMD 2013 - 2014
Experis 2011 - 2014
Quest Diagnostics, Inc September 2006 - July 2011
NationsRent, Inc October 2005 - September 2006
Interim Healthcare, Inc October 2002 - October 2005
Mercy Hospital 2002 - 2002
Intracoastal Health Systems, Inc January 1998 - January 2001
Ernst & Young LLP January 1996 - January 1998
Skills
Auditing, Business Process..., Internal Controls, Accounting, Internal Audit, Management, Finance, Financial Reporting, HIPAA, Process Improvement, Software Documentation, Financial Statements, Quality Auditing, Business Process, Mergers & Acquisitions, Financial Analysis, Budgets, Sarbanes-Oxley Act, Healthcare, GAAP, Policy, Financial Risk, Sarbanes-Oxley, CPA, SEC filings, Managerial Finance
Education
Florida Atlantic University
Bachelor of Business Administration; Bachelor of Business Administration, Accounting; Marketing
Florida Atlantic University
Masters of Business Administration, Management
Vijay Sankaran's TD Ameritrade Experience November 2013 - Present
Job Managing Director, Advanced Technology, Analytics and Architecture at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
Skills
Program Management, Process Improvement, Six Sigma, Business Analysis, Cross-functional Team..., Project Management, SDLC, Visio, Vendor Management, Disaster Recovery, IT Strategy, Automotive, Business Process..., Team Building, Strategic Planning, Enterprise Architecture, Continuous Improvement, Change Management, Management, Product Planning
Education
Fuqua School of Business 1999 — 2001
MBA, Business Administration and Management, General
Massachusetts Institute of Technology 1991 — 1995
BS, Computer Science
TD Ameritrade November 2013 - Present
Skills
Program Management, Process Improvement, Six Sigma, Business Analysis, Cross-functional Team..., Project Management, SDLC, Visio, Vendor Management, Disaster Recovery, IT Strategy, Automotive, Business Process..., Team Building, Strategic Planning, Enterprise Architecture, Continuous Improvement, Change Management, Management, Product Planning
Education
Fuqua School of Business 1999 — 2001
MBA, Business Administration and Management, General
Massachusetts Institute of Technology 1991 — 1995
BS, Computer Science
Alan Lustiger's TD Ameritrade Experience February 2000 - December 2009
Job Information Security Officer at Apollo Global Management LLC
Industry Computer & Network Security
Experience
Apollo Global Management LLC May 2012 - Present
Gain Capital December 2009 - May 2012
TD Ameritrade February 2000 - December 2009
Datek February 2000 - June 2002
Ernst and Young February 1999 - February 2000
AT&T September 1984 - February 1999
Skills
Security Architecture..., Penetration Testing, Vulnerability Management, Network Security, IDS, Application Security, Information Security, Vulnerability Assessment, Firewalls, Security, Vulnerability Scanning, Security Awareness, IPS, Computer Security, Business Continuity, Computer Forensics, Information Security..., IT Audit, VPN, Security Audits, Intrusion Detection, Encryption, TCP/IP, Security Policy, CISSP, Risk Management, Risk Assessment, Incident Response
Education
Drexel University 1979 — 1984
BS, CompSci
Apollo Global Management LLC May 2012 - Present
Gain Capital December 2009 - May 2012
TD Ameritrade February 2000 - December 2009
Datek February 2000 - June 2002
Ernst and Young February 1999 - February 2000
AT&T September 1984 - February 1999
Skills
Security Architecture..., Penetration Testing, Vulnerability Management, Network Security, IDS, Application Security, Information Security, Vulnerability Assessment, Firewalls, Security, Vulnerability Scanning, Security Awareness, IPS, Computer Security, Business Continuity, Computer Forensics, Information Security..., IT Audit, VPN, Security Audits, Intrusion Detection, Encryption, TCP/IP, Security Policy, CISSP, Risk Management, Risk Assessment, Incident Response
Education
Drexel University 1979 — 1984
BS, CompSci
J. Abena Aggrey's TD Ameritrade Experience September 2010 - April 2015
Job
Industry Financial Services
Experience
Samsung Electronics April 2015 - Present
TD Ameritrade September 2010 - April 2015
Pernod Ricard May 2010 - July 2010
Pepsi Beverages Company November 2007 - April 2010
Pepsi Bottling Group August 2005 - November 2007
Pepsi Bottling Group September 2002 - August 2005
Skills
Deferred Compensation, Incentive Programs, Performance Management, Strategy, Human Resources, Onboarding, Succession Planning, Personnel Management, Leadership, Talent Management, HRIS, PeopleSoft, Organizational..., Workforce Planning, Employee Engagement, Labor Relations, Recruiting, College Recruiting, Talent Acquisition, Employee Benefits, Organizational..., Employee Relations, Benefits Administration, HR Policies
Education
Fordham Gabelli School of Business
MBA
Tufts University
BA
Samsung Electronics April 2015 - Present
TD Ameritrade September 2010 - April 2015
Pernod Ricard May 2010 - July 2010
Pepsi Beverages Company November 2007 - April 2010
Pepsi Bottling Group August 2005 - November 2007
Pepsi Bottling Group September 2002 - August 2005
Skills
Deferred Compensation, Incentive Programs, Performance Management, Strategy, Human Resources, Onboarding, Succession Planning, Personnel Management, Leadership, Talent Management, HRIS, PeopleSoft, Organizational..., Workforce Planning, Employee Engagement, Labor Relations, Recruiting, College Recruiting, Talent Acquisition, Employee Benefits, Organizational..., Employee Relations, Benefits Administration, HR Policies
Education
Fordham Gabelli School of Business
MBA
Tufts University
BA
Ken Jacob's TD Ameritrade Experience August 2004 - August 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock August 2006 - Present
TD Ameritrade August 2004 - August 2006
Merrill Lynch 1996 - 2004
Skills
Fixed Income, Strategy, Bonds, Team Leadership, Portfolio Management, Presenter, Investments, ETFs, Securities, Series 24, Series 7, Series 63, Separately Managed..., Finance, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Financial Services
Education
Elizabethtown College 1989 — 1993
BlackRock August 2006 - Present
TD Ameritrade August 2004 - August 2006
Merrill Lynch 1996 - 2004
Skills
Fixed Income, Strategy, Bonds, Team Leadership, Portfolio Management, Presenter, Investments, ETFs, Securities, Series 24, Series 7, Series 63, Separately Managed..., Finance, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Financial Services
Education
Elizabethtown College 1989 — 1993
Letha Christian's TD Ameritrade Experience October 2007 - January 2009
Job Project Manager/Lead Technical Consultant at Maricom Systems
Industry Information Technology and Services
Experience
Maricom Systems March 2009 - Present
TD Ameritrade October 2007 - January 2009
TDAmeritrade September 1999 - September 2007
Travelers, (Formerly United States Fidelity and Guaranty (USF&G) Company September 1982 - August 1999
American Management Systems (AMS) September 1979 - August 1982
Skills
Program Management, Technical Leadership, Teamwork, Business Planning, Business Intelligence..., Data Warehousing, Database Administration, Information Architecture, Security Audits, Disaster Recovery, Database Design, Performance Tuning
Education
Florida International University
B.S., Computer Science
Maricom Systems March 2009 - Present
TD Ameritrade October 2007 - January 2009
TDAmeritrade September 1999 - September 2007
Travelers, (Formerly United States Fidelity and Guaranty (USF&G) Company September 1982 - August 1999
American Management Systems (AMS) September 1979 - August 1982
Skills
Program Management, Technical Leadership, Teamwork, Business Planning, Business Intelligence..., Data Warehousing, Database Administration, Information Architecture, Security Audits, Disaster Recovery, Database Design, Performance Tuning
Education
Florida International University
B.S., Computer Science
Brijal Padia's TD Ameritrade Experience March 2010 - July 2012
Job Head of Business Analysis Capital One Financial Advisors
Industry Financial Services
Experience
Capital One July 2014 - Present
Phreesia July 2012 - June 2014
TD Ameritrade March 2010 - July 2012
ACCION USA August 2008 - May 2010
Next Street August 2009 - February 2010
Capital One October 2001 - July 2009
Skills
Competitive Analysis, Analytics, Financial Analysis, Business Strategy, Strategic Planning, Strategy, Financial Modeling, Business Development, Entrepreneurship, Data Analysis, Analysis, Management, Product Marketing, Product Management, Cross-functional Team..., Leadership, Business Analysis, Strategic Partnerships
Education
Duke University 1997 — 2001
BS, Economics & Computer Science
Ravenscroft 1993 — 1997
Capital One July 2014 - Present
Phreesia July 2012 - June 2014
TD Ameritrade March 2010 - July 2012
ACCION USA August 2008 - May 2010
Next Street August 2009 - February 2010
Capital One October 2001 - July 2009
Skills
Competitive Analysis, Analytics, Financial Analysis, Business Strategy, Strategic Planning, Strategy, Financial Modeling, Business Development, Entrepreneurship, Data Analysis, Analysis, Management, Product Marketing, Product Management, Cross-functional Team..., Leadership, Business Analysis, Strategic Partnerships
Education
Duke University 1997 — 2001
BS, Economics & Computer Science
Ravenscroft 1993 — 1997
Marc Vogel's TD Ameritrade Experience 2012 - Present
Job Manager Site Support Services at TD Ameritrade
Industry Banking
Experience
TD Ameritrade 2012 - Present
TD Ameritrade 2010 - 2011
TD Ameritrade 2006 - 2009
TD Waterhouse 2004 - 2006
TD Waterhouse 2000 - 2004
Skills
Disaster Recovery, Visio, SDLC, Vendor Management, Unix, Business Analysis, Access, Risk Management, Outlook, Management, VPN, Requirements Analysis, Project Management, Program Management, Process Improvement, ITIL, Active Directory, Troubleshooting, Business Continuity, Business Intelligence, Data Center, Databases, Enterprise Architecture, Financial Services, IT Management, IT Strategy, Integration, PMP, Security, Software Documentation, System Administration, Testing, SharePoint
Education
Embry-Riddle Aeronautical University 1989 — 1993
BS, Aeronautical Science
TD Ameritrade 2012 - Present
TD Ameritrade 2010 - 2011
TD Ameritrade 2006 - 2009
TD Waterhouse 2004 - 2006
TD Waterhouse 2000 - 2004
Skills
Disaster Recovery, Visio, SDLC, Vendor Management, Unix, Business Analysis, Access, Risk Management, Outlook, Management, VPN, Requirements Analysis, Project Management, Program Management, Process Improvement, ITIL, Active Directory, Troubleshooting, Business Continuity, Business Intelligence, Data Center, Databases, Enterprise Architecture, Financial Services, IT Management, IT Strategy, Integration, PMP, Security, Software Documentation, System Administration, Testing, SharePoint
Education
Embry-Riddle Aeronautical University 1989 — 1993
BS, Aeronautical Science
Andrei Andreev's TD Ameritrade Experience September 2007 - April 2008
Job Team Lead Flash/ActionScript Development at Sizmek
Industry Computer Software
Experience
Sizmek November 2011 - Present
Sizmek September 2010 - November 2011
R/GA April 2010 - June 2010
NBC Universal November 2009 - March 2010
The FeedRoom April 2008 - September 2009
TD Ameritrade September 2007 - April 2008
SWMX April 2006 - August 2007
CL&S 2007 - 2007
GlobalWorks 2006 - 2007
ECS, LLC April 2001 - December 2005
Skills
Flash, ActionScript, User Experience, Web Development, MySQL, XML, HTML, JavaScript, CSS, Interaction Design, Flex, Web Design, Flash Animation, RIA, Flash Video, Adobe Creative Suite, Rich Media, Flash Builder, Information Architecture, Streaming Media, Illustrator, Photoshop, DHTML, Dreamweaver, User Interface, User Interface Design, Mobile Devices, PHP, Mobile Applications, AJAX, WordPress, Ad Serving, Software Development, HTML 5, XHTML, CMS, Adobe Fireworks, jQuery, Front-end, JSON, ColdFusion, OOP
Education
Первый Московский Государственный Медицинский Университет им. И.М. Сеченова (Первый МГМУ) 1977 — 1983
MD
Moscow High School No 511 1967 — 1977
High School Diploma
Sizmek November 2011 - Present
Sizmek September 2010 - November 2011
R/GA April 2010 - June 2010
NBC Universal November 2009 - March 2010
The FeedRoom April 2008 - September 2009
TD Ameritrade September 2007 - April 2008
SWMX April 2006 - August 2007
CL&S 2007 - 2007
GlobalWorks 2006 - 2007
ECS, LLC April 2001 - December 2005
Skills
Flash, ActionScript, User Experience, Web Development, MySQL, XML, HTML, JavaScript, CSS, Interaction Design, Flex, Web Design, Flash Animation, RIA, Flash Video, Adobe Creative Suite, Rich Media, Flash Builder, Information Architecture, Streaming Media, Illustrator, Photoshop, DHTML, Dreamweaver, User Interface, User Interface Design, Mobile Devices, PHP, Mobile Applications, AJAX, WordPress, Ad Serving, Software Development, HTML 5, XHTML, CMS, Adobe Fireworks, jQuery, Front-end, JSON, ColdFusion, OOP
Education
Первый Московский Государственный Медицинский Университет им. И.М. Сеченова (Первый МГМУ) 1977 — 1983
MD
Moscow High School No 511 1967 — 1977
High School Diploma
Frank Pezzello's TD Ameritrade Experience August 2011 - Present
Job Strategic Account Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Charles Schwab November 2008 - September 2011
Brown Brothers Harriman July 2007 - October 2008
JPMorgan Chase July 2003 - July 2007
Morgan Stanley April 1997 - July 2003
Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Saint John's University
BA, Economics
TD Ameritrade August 2011 - Present
Charles Schwab November 2008 - September 2011
Brown Brothers Harriman July 2007 - October 2008
JPMorgan Chase July 2003 - July 2007
Morgan Stanley April 1997 - July 2003
Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Saint John's University
BA, Economics
Priya Kapur's TD Ameritrade Experience 2004 - 2006
Job Goldentree Asset Management
Industry Financial Services
Experience
GoldenTree Asset Management August 2011 - Present
Highbridge Capital Management September 2007 - August 2011
Bloomberg LP 2006 - 2007
TD Ameritrade 2004 - 2006
Skills
Bloomberg, Quantitative Finance, Hedge Funds, Equity Research, Quantitative Analytics, Fixed Income, Equities, Stata, R, Economics, Econometrics, Financial Modeling, Bloomberg Terminal, Valuation, Data Analysis
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science (BS), Economics
GoldenTree Asset Management August 2011 - Present
Highbridge Capital Management September 2007 - August 2011
Bloomberg LP 2006 - 2007
TD Ameritrade 2004 - 2006
Skills
Bloomberg, Quantitative Finance, Hedge Funds, Equity Research, Quantitative Analytics, Fixed Income, Equities, Stata, R, Economics, Econometrics, Financial Modeling, Bloomberg Terminal, Valuation, Data Analysis
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science (BS), Economics
Maria Brodylo's TD Ameritrade Experience 2006 - 2007
Job Experienced Marketing, CRM and Business Development Professional
Industry Marketing and Advertising
Experience
Sirius XM Radio Inc. 2010 - Present
MasterCard 2009 - 2010
MasterCard 2007 - 2009
TD Ameritrade 2006 - 2007
Citigroup 2000 - 2006
Brown Brothers Harriman & Co. 1998 - 2000
Skills
Marketing Strategy, CRM, Product Management, Direct Marketing, Business Development, Competitive Analysis, Leadership
Education
Elmont Memorial High School
Fordham University
BS, Business Economics
Sirius XM Radio Inc. 2010 - Present
MasterCard 2009 - 2010
MasterCard 2007 - 2009
TD Ameritrade 2006 - 2007
Citigroup 2000 - 2006
Brown Brothers Harriman & Co. 1998 - 2000
Skills
Marketing Strategy, CRM, Product Management, Direct Marketing, Business Development, Competitive Analysis, Leadership
Education
Elmont Memorial High School
Fordham University
BS, Business Economics
Dixon Downey's TD Ameritrade Experience March 2010 - April 2011
Job Financial Advisor at B.T. Bowler & Associates
Industry Financial Services
Experience
B.T. Bowler & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. September 2012 - Present
Edward Jones February 2012 - September 2012
TD Ameritrade March 2010 - April 2011
Euro Pacific Capital March 2008 - March 2010
Merrill Lynch February 1997 - June 2006
Education
Fairfield University 1991 — 1996
B.A., English/ Economics
The Gunnery 1989 — 1990
Darien High School 1986 — 1989
B.T. Bowler & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. September 2012 - Present
Edward Jones February 2012 - September 2012
TD Ameritrade March 2010 - April 2011
Euro Pacific Capital March 2008 - March 2010
Merrill Lynch February 1997 - June 2006
Education
Fairfield University 1991 — 1996
B.A., English/ Economics
The Gunnery 1989 — 1990
Darien High School 1986 — 1989
Darrin Arremony's TD Ameritrade Experience October 2006 - April 2007
Job Database Marketing Manager at Major League Baseball
Industry Sports
Experience
Major League Baseball April 2007 - Present
Major League Baseball Advanced Media 2007 - Present
TD Ameritrade October 2006 - April 2007
Dreyfus 1999 - 2006
Skills
Email Marketing, Digital Marketing, Database Marketing, Social Media Marketing, Social Media, Digital Strategy, Web Analytics, Analytics, Online Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Direct Marketing
Education
Fordham University 1982 — 1986
Bachelor's degree, Economics
Fordham University
MA, Media Studies
Major League Baseball April 2007 - Present
Major League Baseball Advanced Media 2007 - Present
TD Ameritrade October 2006 - April 2007
Dreyfus 1999 - 2006
Skills
Email Marketing, Digital Marketing, Database Marketing, Social Media Marketing, Social Media, Digital Strategy, Web Analytics, Analytics, Online Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Direct Marketing
Education
Fordham University 1982 — 1986
Bachelor's degree, Economics
Fordham University
MA, Media Studies
Tim Simonds's TD Ameritrade Experience June 1999 - Present
Job project manager at ameritrade
Industry Financial Services
Experience
TD Ameritrade June 1999 - Present
Education
Doane College 1996 — 1999
Masters, Business
University of Nebraska-Lincoln 1988 — 1993
BS, Math
TD Ameritrade June 1999 - Present
Education
Doane College 1996 — 1999
Masters, Business
University of Nebraska-Lincoln 1988 — 1993
BS, Math
William Keane's TD Ameritrade Experience 1991 - 2004
Job Fixed Income Sales at HSBC
Industry Financial Services
Experience
HSBC October 2004 - Present
TD Ameritrade 1991 - 2004
TD Waterhouse 1991 - 2004
Education
Fordham Gabelli School of Business 1998 — 2001
MBA
Fairfield University 1986 — 1990
HSBC October 2004 - Present
TD Ameritrade 1991 - 2004
TD Waterhouse 1991 - 2004
Education
Fordham Gabelli School of Business 1998 — 2001
MBA
Fairfield University 1986 — 1990
Jane LaFata's TD Ameritrade Experience November 2012 - Present
Job Fixed Income Specialist at TD Ameritrade
Industry Banking
Experience
TD Ameritrade November 2012 - Present
HSBC Bank USA January 2009 - Present
Bank of America January 2006 - January 2009
Fleet Bank 2001 - 2007
Skills
Fixed Income, Portfolio Management, Wealth Management, Equities, Banking, Investments
Education
Fairleigh Dickinson University
TD Ameritrade November 2012 - Present
HSBC Bank USA January 2009 - Present
Bank of America January 2006 - January 2009
Fleet Bank 2001 - 2007
Skills
Fixed Income, Portfolio Management, Wealth Management, Equities, Banking, Investments
Education
Fairleigh Dickinson University
Kyle Houghton's TD Ameritrade Experience January 2010 - May 2011
Job Marketing Services Procurement
Industry Pharmaceuticals
Experience
Bayer HealthCare February 2015 - Present
Bayer HealthCare May 2013 - February 2015
Mondelēz International May 2011 - May 2013
TD Ameritrade January 2010 - May 2011
TD Ameritrade May 2008 - December 2009
ABN AMRO Bank N.V. June 2006 - December 2007
Morgan Stanley Investment Management September 2002 - August 2004
Boston Financial Data Services September 2000 - August 2002
Skills
Contract Negotiation, Cross-functional Team..., Global Sourcing, Process Improvement, Procurement, Strategic Sourcing, Sourcing, Strategy, Vendor Management, Supply Management, Outsourcing, Analytics, Financial Analysis, Management, Project Management, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Ithaca College 1996 — 2000
BA, Social Studies
Mansfield High School 1993 — 1996
Bayer HealthCare February 2015 - Present
Bayer HealthCare May 2013 - February 2015
Mondelēz International May 2011 - May 2013
TD Ameritrade January 2010 - May 2011
TD Ameritrade May 2008 - December 2009
ABN AMRO Bank N.V. June 2006 - December 2007
Morgan Stanley Investment Management September 2002 - August 2004
Boston Financial Data Services September 2000 - August 2002
Skills
Contract Negotiation, Cross-functional Team..., Global Sourcing, Process Improvement, Procurement, Strategic Sourcing, Sourcing, Strategy, Vendor Management, Supply Management, Outsourcing, Analytics, Financial Analysis, Management, Project Management, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Ithaca College 1996 — 2000
BA, Social Studies
Mansfield High School 1993 — 1996
Troy Grospitz's TD Ameritrade Experience January 2009 - April 2013
Job Officer Relationship Manager Private Client Group at PNC
Industry Financial Services
Experience
PNC July 2014 - Present
PNC Investments April 2013 - July 2014
TD Ameritrade January 2009 - April 2013
TradeStation Securities January 2006 - January 2009
Aequitas Industries LLC January 2002 - January 2006
Sun Microsystems January 1999 - January 2002
AT&T January 1997 - January 1999
Skills
Investments, Financial Services, Finance, Sales, Equities, Wealth Management, Portfolio Management, Mutual Funds, Analysis, Securities
Education
Loyola University 1998 — 2000
MBA, Finance
Loyola University of Chicago - Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Eastern Illinois University
BS, Finance
PNC July 2014 - Present
PNC Investments April 2013 - July 2014
TD Ameritrade January 2009 - April 2013
TradeStation Securities January 2006 - January 2009
Aequitas Industries LLC January 2002 - January 2006
Sun Microsystems January 1999 - January 2002
AT&T January 1997 - January 1999
Skills
Investments, Financial Services, Finance, Sales, Equities, Wealth Management, Portfolio Management, Mutual Funds, Analysis, Securities
Education
Loyola University 1998 — 2000
MBA, Finance
Loyola University of Chicago - Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Eastern Illinois University
BS, Finance
Vicky Rudolph's TD Ameritrade Experience July 2006 - July 2007
Job Sr. Technical Recruiter at IBM Corporation
Industry Human Resources
Experience
IBM June 2015 - Present
Futurestep, A Korn/Ferry Company June 2013 - May 2015
Executive Search Firm September 2010 - June 2013
U.S. Department of Commerce June 2009 - September 2010
Executive Search Firm January 2008 - June 2009
Cigna July 2007 - January 2008
TD Ameritrade July 2006 - July 2007
Lockheed Martin Corporation December 2004 - July 2006
Skills
Recruiting, Human Resources, Talent Management, Applicant Tracking..., Personnel Management, Succession Planning, Onboarding, Sourcing, Technical Recruiting, College Recruiting, Training, Talent Acquisition, Performance Management, Workforce Planning, Coaching, Organizational..., Leadership Development, HRIS, Employee Relations, Development of Sourcing..., HR Consulting
Education
Eastern Nazarene College
Bachelor's Degree, Social Work
IBM June 2015 - Present
Futurestep, A Korn/Ferry Company June 2013 - May 2015
Executive Search Firm September 2010 - June 2013
U.S. Department of Commerce June 2009 - September 2010
Executive Search Firm January 2008 - June 2009
Cigna July 2007 - January 2008
TD Ameritrade July 2006 - July 2007
Lockheed Martin Corporation December 2004 - July 2006
Skills
Recruiting, Human Resources, Talent Management, Applicant Tracking..., Personnel Management, Succession Planning, Onboarding, Sourcing, Technical Recruiting, College Recruiting, Training, Talent Acquisition, Performance Management, Workforce Planning, Coaching, Organizational..., Leadership Development, HRIS, Employee Relations, Development of Sourcing..., HR Consulting
Education
Eastern Nazarene College
Bachelor's Degree, Social Work
John- Claude Acampa, CFP®'s TD Ameritrade Experience November 2004 - June 2009
Job Wealth Advice Center Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2011 - Present
Chase Investment Services Corporation June 2009 - March 2011
TD Ameritrade November 2004 - June 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1998 — 2002
Bachelor of Science, Marketing
UBS Financial Services Inc. April 2011 - Present
Chase Investment Services Corporation June 2009 - March 2011
TD Ameritrade November 2004 - June 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1998 — 2002
Bachelor of Science, Marketing
Howard Rifkind's TD Ameritrade Experience 2009 - 2009
Job at VuQuest, LLC.
Industry Computer Software
Experience
VuQuest, LLC. Consulting Group April 2009 - Present
Emigrant Bank May 2008 - March 2009
TD Ameritrade 2009 - 2009
Seton Hall University June 2002 - February 2008
Meldisco, Division of Footstar 1980 - 1996
Meldisco 1980 - 1996
Skills
Disaster Recovery, Integration, Mainframe, Security, Operating Systems, CICS, Linux, IBM Mainframe, RACF, z/OS, Software Documentation, Software Installation, Troubleshooting
Education
Fairleigh Dickinson University 1965 — 1969
VuQuest, LLC. Consulting Group April 2009 - Present
Emigrant Bank May 2008 - March 2009
TD Ameritrade 2009 - 2009
Seton Hall University June 2002 - February 2008
Meldisco, Division of Footstar 1980 - 1996
Meldisco 1980 - 1996
Skills
Disaster Recovery, Integration, Mainframe, Security, Operating Systems, CICS, Linux, IBM Mainframe, RACF, z/OS, Software Documentation, Software Installation, Troubleshooting
Education
Fairleigh Dickinson University 1965 — 1969
Yardley Messeroux's TD Ameritrade Experience January 2006 - September 2006
Job Marketing Team Leader at Whole Foods Market
Industry Retail
Experience
Whole Foods Market January 2013 - Present
TheCoilReview.com June 2008 - Present
Moody's Analytics February 2010 - February 2013
Moody's Analytics November 2008 - February 2010
Moody's Analytics (Moody's KMV) September 2006 - November 2008
TD Ameritrade January 2006 - September 2006
Universal Music Group November 2002 - September 2005
JP Morgan September 2000 - November 2002
Skills
Marketing Integration..., Social Media Marketing, Content Management..., Marketing Strategy, Marketing, CMS, Online Marketing, Event Planning, Copywriting, CRM, Strategy, Community Outreach
Education
Hofstra University 1996 — 1999
B.A., Marketing and Business Administration
Fashion Institute of Technology 2013 — 2013
Brand Management - "Increase Sales and Performance"
French Institute Alliance Francais - FIAF New York (2010)
French Program, French Grammar
Google Analytics Essential Training
Program Completed, Google Analytics Essential Training
Whole Foods Market January 2013 - Present
TheCoilReview.com June 2008 - Present
Moody's Analytics February 2010 - February 2013
Moody's Analytics November 2008 - February 2010
Moody's Analytics (Moody's KMV) September 2006 - November 2008
TD Ameritrade January 2006 - September 2006
Universal Music Group November 2002 - September 2005
JP Morgan September 2000 - November 2002
Skills
Marketing Integration..., Social Media Marketing, Content Management..., Marketing Strategy, Marketing, CMS, Online Marketing, Event Planning, Copywriting, CRM, Strategy, Community Outreach
Education
Hofstra University 1996 — 1999
B.A., Marketing and Business Administration
Fashion Institute of Technology 2013 — 2013
Brand Management - "Increase Sales and Performance"
French Institute Alliance Francais - FIAF New York (2010)
French Program, French Grammar
Google Analytics Essential Training
Program Completed, Google Analytics Essential Training
Manisha Salunkhe-Chatur's TD Ameritrade Experience 2005 - 2010
Job Software Developer at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade January 2005 - Present
TD Ameritrade 2005 - 2010
Skills
Unix, Software Development, XML, JSP, Eclipse, Enterprise Architecture, Hibernate, Trading Systems, JavaScript, JBoss Application Server, Mockito, Ant, Weblogic, Oracle, PostgreSQL, SQuirreL SQL Client, Agile Methodologies, JUnit, Javadoc, Spring, SDLC, SQL, Web Services, Java Enterprise Edition, SOA, ClearCase, Java, JMS, Maven, Unix Shell Scripting
Education
State University of New York at New Paltz 2002 — 2004
Master's degree, Computer Science
Fergusson College
Bachelor's degree, Computer Science
TDAmeritrade January 2005 - Present
TD Ameritrade 2005 - 2010
Skills
Unix, Software Development, XML, JSP, Eclipse, Enterprise Architecture, Hibernate, Trading Systems, JavaScript, JBoss Application Server, Mockito, Ant, Weblogic, Oracle, PostgreSQL, SQuirreL SQL Client, Agile Methodologies, JUnit, Javadoc, Spring, SDLC, SQL, Web Services, Java Enterprise Edition, SOA, ClearCase, Java, JMS, Maven, Unix Shell Scripting
Education
State University of New York at New Paltz 2002 — 2004
Master's degree, Computer Science
Fergusson College
Bachelor's degree, Computer Science
Brad Isakson's TD Ameritrade Experience October 2005 - May 2013
Job Sr. Systems Analyst at RUN Networks
Industry Computer Hardware
Experience
RUN Networks May 2013 - Present
TD Ameritrade October 2005 - May 2013
Skills
Active Directory, Disaster Recovery, Vendor Management, Windows Server, ITIL, Troubleshooting, Servers, VMware, SDLC, Data Center, Windows XP, Visio
Education
Dordt College 1997 — 2001
Bactchelor of Arts, Computer Science
RUN Networks May 2013 - Present
TD Ameritrade October 2005 - May 2013
Skills
Active Directory, Disaster Recovery, Vendor Management, Windows Server, ITIL, Troubleshooting, Servers, VMware, SDLC, Data Center, Windows XP, Visio
Education
Dordt College 1997 — 2001
Bactchelor of Arts, Computer Science
Wolguins Pierre, CPA, MBA's TD Ameritrade Experience December 2007 - December 2008
Job Highly skilled MBA, CPA professional
Industry Accounting
Experience
BDO USA, LLP November 2012 - August 2014
Price Waterhouse Coopers June 2010 - May 2011
TD Ameritrade December 2007 - December 2008
T.Rowe Price June 2003 - December 2007
Fidelity Investment June 2000 - August 2003
Skills
Auditing, Financial Services, Mutual Funds, Internal Controls, Financial Statements, Finance, Small Business, Investments, 401k, Tax, Financial Reporting
Education
Florida Atlantic University
BBA, Accounting
Florida State University
BS, Finance
Saint Leo University
MBA, Accounting
BDO USA, LLP November 2012 - August 2014
Price Waterhouse Coopers June 2010 - May 2011
TD Ameritrade December 2007 - December 2008
T.Rowe Price June 2003 - December 2007
Fidelity Investment June 2000 - August 2003
Skills
Auditing, Financial Services, Mutual Funds, Internal Controls, Financial Statements, Finance, Small Business, Investments, 401k, Tax, Financial Reporting
Education
Florida Atlantic University
BBA, Accounting
Florida State University
BS, Finance
Saint Leo University
MBA, Accounting
Jack Kane's TD Ameritrade Experience February 2006 - August 2009
Job Financial Industry, Capital Markets Consultant
Industry Information Technology and Services
Experience
Citibank April 2012 - August 2015
Bank of America / Merrill Lynch January 2011 - December 2011
Deutsche Bank April 2010 - December 2010
Credit Suisse October 2009 - March 2010
TD Ameritrade February 2006 - August 2009
Deutsche Bank August 2004 - October 2005
Societe Generale April 2004 - August 2004
dbtrader 1995 - 1999
Skills
Fixed Income, FX, Options, Commodities, Prime Brokerage, Bonds, Equities, Business Analysis, Back Office, Middle Office, SDLC, User Acceptance Testing, Trading Systems, Risk Management, Market Data, Visio, Derivatives, Business Requirements, Requirements Gathering, Access, Waterfall, Excel, Program Management, Trading, Software Project..., SQL, Settlement, FX Options, Microsoft Excel, Commodity, Securities, Gap Analysis
Education
Fairfield University 1962 — 1966
BA, Psychology
Fairfield University
Bachelor of Arts in Psychology, Industrial and Organizational Psychology
Citibank April 2012 - August 2015
Bank of America / Merrill Lynch January 2011 - December 2011
Deutsche Bank April 2010 - December 2010
Credit Suisse October 2009 - March 2010
TD Ameritrade February 2006 - August 2009
Deutsche Bank August 2004 - October 2005
Societe Generale April 2004 - August 2004
dbtrader 1995 - 1999
Skills
Fixed Income, FX, Options, Commodities, Prime Brokerage, Bonds, Equities, Business Analysis, Back Office, Middle Office, SDLC, User Acceptance Testing, Trading Systems, Risk Management, Market Data, Visio, Derivatives, Business Requirements, Requirements Gathering, Access, Waterfall, Excel, Program Management, Trading, Software Project..., SQL, Settlement, FX Options, Microsoft Excel, Commodity, Securities, Gap Analysis
Education
Fairfield University 1962 — 1966
BA, Psychology
Fairfield University
Bachelor of Arts in Psychology, Industrial and Organizational Psychology
DAVE SKRZYNIARZ's TD Ameritrade Experience 1987 - 2001
Job OPS MGR at FASC
Industry Financial Services
Experience
FASC September 2002 - Present
The Barrel 2013 - 2014
The Barrel - Chicago 2013 - 2014
The Barrel 2013 - 2014
The Barrel 2013 - 2014
DEBBIE RUSSO 1999 - 2001
DEBBIE RUSSO 1999 - 2001
TD Ameritrade 1987 - 2001
cal boender 1998 - 2000
cal boender 1998 - 2000
Skills
Process Improvement, Financial Analysis, Loans, Finance, Banking, Strategic Financial..., Credit, Risk Management, Forecasting, Financial Services, Cash Management, Hedge Funds, Financial Modeling, Managerial Finance, Equities, Mutual Funds, Fixed Income, Investments, Capital Markets
Education
Dominican University
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.8
class of 78 st pats
FASC September 2002 - Present
The Barrel 2013 - 2014
The Barrel - Chicago 2013 - 2014
The Barrel 2013 - 2014
The Barrel 2013 - 2014
DEBBIE RUSSO 1999 - 2001
DEBBIE RUSSO 1999 - 2001
TD Ameritrade 1987 - 2001
cal boender 1998 - 2000
cal boender 1998 - 2000
Skills
Process Improvement, Financial Analysis, Loans, Finance, Banking, Strategic Financial..., Credit, Risk Management, Forecasting, Financial Services, Cash Management, Hedge Funds, Financial Modeling, Managerial Finance, Equities, Mutual Funds, Fixed Income, Investments, Capital Markets
Education
Dominican University
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.8
class of 78 st pats
Brandon Bawel's TD Ameritrade Experience February 1987 - February 1988
Job PRESIDENT at ILLINOIS COLLISION CENTERS, INC.
Industry Automotive
Experience
Ride Janie Ride Foundation June 2007 - Present
ILLINOIS COLLISION CENTERS, INC. November 1998 - Present
ILLINOIS COLLISION CENTERS, INC. June 1989 - Present
Dun and Bradstreet January 1988 - May 1989
TD Ameritrade February 1987 - February 1988
Skills
Business Strategy, Sales Management, Strategic Planning, New Business Development, Start-ups, Business Planning, Marketing Strategy, Entrepreneurship, Product Development, Business Development, Negotiation, Management Consulting, Team Building, Strategy, Marketing
Education
Elmhurst College 1983 — 1987
B.S., ECONOMICS, FINANCE
Ride Janie Ride Foundation June 2007 - Present
ILLINOIS COLLISION CENTERS, INC. November 1998 - Present
ILLINOIS COLLISION CENTERS, INC. June 1989 - Present
Dun and Bradstreet January 1988 - May 1989
TD Ameritrade February 1987 - February 1988
Skills
Business Strategy, Sales Management, Strategic Planning, New Business Development, Start-ups, Business Planning, Marketing Strategy, Entrepreneurship, Product Development, Business Development, Negotiation, Management Consulting, Team Building, Strategy, Marketing
Education
Elmhurst College 1983 — 1987
B.S., ECONOMICS, FINANCE
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
Ari Harper, CPA's TD Ameritrade Experience 2006 - 2007
Job Accounting Manager at Online Vacation Center
Industry Automotive
Experience
Online Vacation Center January 2014 - Present
Holman Automotive Group July 2012 - December 2013
Bronner Group May 2010 - July 2012
Friedman Huey & Associates January 2010 - April 2010
Baumeister Electronic Architects 2007 - 2008
TD Ameritrade 2006 - 2007
Ameriprise Financial 2005 - 2006
Skills
Excel, Management Consulting, Financial Analysis, Financial Planning, Auditing, Writing, Internal Audit, Risk Assessment, Microsoft Office, Financial Reporting, Accounting, Microsoft Excel, CPA, Management, Financial Accounting, Strategic Financial..., Process Improvement, Analysis, Government, Accounts Receivable, Finance
Education
University of Illinois at Chicago 2008 — 2009
MS, Accounting
Florida Atlantic University 2002 — 2005
B.B.A., Finance
Nova High School 1996 — 2000
Online Vacation Center January 2014 - Present
Holman Automotive Group July 2012 - December 2013
Bronner Group May 2010 - July 2012
Friedman Huey & Associates January 2010 - April 2010
Baumeister Electronic Architects 2007 - 2008
TD Ameritrade 2006 - 2007
Ameriprise Financial 2005 - 2006
Skills
Excel, Management Consulting, Financial Analysis, Financial Planning, Auditing, Writing, Internal Audit, Risk Assessment, Microsoft Office, Financial Reporting, Accounting, Microsoft Excel, CPA, Management, Financial Accounting, Strategic Financial..., Process Improvement, Analysis, Government, Accounts Receivable, Finance
Education
University of Illinois at Chicago 2008 — 2009
MS, Accounting
Florida Atlantic University 2002 — 2005
B.B.A., Finance
Nova High School 1996 — 2000
Gregory T. Patchak's TD Ameritrade Experience 2005 - 2007
Job Associate Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2010 - Present
PSA Financial Advisors, Inc. June 2008 - February 2010
TD Ameritrade 2005 - 2007
T Rowe Price 2002 - 2005
Education
Duke University 1997 — 2001
History, United States & The Americas
The Boys' Latin School of Maryland 1994 — 1997
Northwestern Mutual March 2010 - Present
PSA Financial Advisors, Inc. June 2008 - February 2010
TD Ameritrade 2005 - 2007
T Rowe Price 2002 - 2005
Education
Duke University 1997 — 2001
History, United States & The Americas
The Boys' Latin School of Maryland 1994 — 1997
Nicholas Byrnes's TD Ameritrade Experience July 2003 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Pentegra Retirement Services October 2006 - August 2007
TD Ameritrade July 2003 - June 2006
Skills
Series 7, Equities, Fixed Income, Hedge Funds, Investments, Securities, Bloomberg
Education
Fordham University 1998 — 2002
BA, Economics
Morgan Stanley August 2007 - Present
Pentegra Retirement Services October 2006 - August 2007
TD Ameritrade July 2003 - June 2006
Skills
Series 7, Equities, Fixed Income, Hedge Funds, Investments, Securities, Bloomberg
Education
Fordham University 1998 — 2002
BA, Economics
Alam Malik's TD Ameritrade Experience March 2012 - Present
Job QA Engineer Environments Engineering and Management
Industry Information Technology and Services
Experience
TD Ameritrade March 2012 - Present
NYSE Euronext October 2000 - April 2012
Skills
Market Data, Linux, BMC Remedy, Disaster Recovery, SDLC, Electronic Trading, Trading Systems, Security, Unix, System Administration, Troubleshooting, Perl, Testing, ITIL, Analysis, Solaris, Active Directory, IT Operations
Education
Farmingdale State College 2000 — 2002
Computer Science
New York Institute of Technology 1998 — 2000
Associates, Computer Science
TD Ameritrade March 2012 - Present
NYSE Euronext October 2000 - April 2012
Skills
Market Data, Linux, BMC Remedy, Disaster Recovery, SDLC, Electronic Trading, Trading Systems, Security, Unix, System Administration, Troubleshooting, Perl, Testing, ITIL, Analysis, Solaris, Active Directory, IT Operations
Education
Farmingdale State College 2000 — 2002
Computer Science
New York Institute of Technology 1998 — 2000
Associates, Computer Science
Rich Dolan's TD Ameritrade Experience November 2000 - March 2003
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard May 2011 - Present
G-Bar LLC March 2003 - October 2009
TD Ameritrade November 2000 - March 2003
Skills
Securities, Options, Series 7, Equities, Trading, Derivatives, ETFs, Series 63, Mutual Funds, Bloomberg, Electronic Trading, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Asset Allocation, Trading Strategies, Investment Strategies, Fixed Income
Education
Drexel University - College of Business and Administration
B.S., Finance, Marketing
Vanguard May 2011 - Present
G-Bar LLC March 2003 - October 2009
TD Ameritrade November 2000 - March 2003
Skills
Securities, Options, Series 7, Equities, Trading, Derivatives, ETFs, Series 63, Mutual Funds, Bloomberg, Electronic Trading, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Asset Allocation, Trading Strategies, Investment Strategies, Fixed Income
Education
Drexel University - College of Business and Administration
B.S., Finance, Marketing
Stephen Breton's TD Ameritrade Experience 2008 - November 2009
Job Marketing Database Analyst at EverBank
Industry Information Technology and Services
Experience
EverBank February 2014 - Present
Citi November 2012 - January 2014
EverBank April 2011 - November 2012
Lender Processing Services, Inc. (LPS) October 2009 - April 2011
TD Ameritrade 2008 - November 2009
Wachovia Securities 2006 - 2008
Florida International University December 2005 - August 2006
Skills
Microsoft SQL Server, Visio, Business Intelligence, SQL, SSIS, SSRS, Access, T-SQL, .NET, ETL, Data Warehousing, Crystal Reports
Education
Florida International University 2005 — 2006
Information Technology, SQL Server, .NET
University of Virginia 1996 — 2001
Economics, Government, Economics, English
EverBank February 2014 - Present
Citi November 2012 - January 2014
EverBank April 2011 - November 2012
Lender Processing Services, Inc. (LPS) October 2009 - April 2011
TD Ameritrade 2008 - November 2009
Wachovia Securities 2006 - 2008
Florida International University December 2005 - August 2006
Skills
Microsoft SQL Server, Visio, Business Intelligence, SQL, SSIS, SSRS, Access, T-SQL, .NET, ETL, Data Warehousing, Crystal Reports
Education
Florida International University 2005 — 2006
Information Technology, SQL Server, .NET
University of Virginia 1996 — 2001
Economics, Government, Economics, English
Laura Cecil's TD Ameritrade Experience December 2012 - February 2013
Job Front End Developer at MediaBrix
Industry Internet
Experience
Open Crowd December 2013 - May 2014
MediaBrix May 2013 - October 2013
Built by the Factory March 2013 - March 2013
TD Ameritrade December 2012 - February 2013
Redcats USA September 2010 - December 2012
Arthur Frommer's Budget Travel March 2010 - September 2010
Ziff Davis Media 2007 - 2009
MIVA February 2006 - June 2007
Freelance January 2005 - December 2005
Met Life September 1999 - December 1999
Skills
CSS, HTML, PHP, ActionScript, MySQL, Photoshop, Flash, XML, ASP, SQL, Flex, Vignette, HTML 5, User Experience, Omniture, JavaScript, User Interface, CMS, User Interface Design, jQuery, Web Development, Git, Wireframes, Responsive Web Design, SEO, E-commerce, Front-end, Mobile Applications, jQuery UI, Web Design
Education
New York University 2004 — 2005
Certificate, Web Development
Fordham University 1978 — 1982
BA, Political Science
Open Crowd December 2013 - May 2014
MediaBrix May 2013 - October 2013
Built by the Factory March 2013 - March 2013
TD Ameritrade December 2012 - February 2013
Redcats USA September 2010 - December 2012
Arthur Frommer's Budget Travel March 2010 - September 2010
Ziff Davis Media 2007 - 2009
MIVA February 2006 - June 2007
Freelance January 2005 - December 2005
Met Life September 1999 - December 1999
Skills
CSS, HTML, PHP, ActionScript, MySQL, Photoshop, Flash, XML, ASP, SQL, Flex, Vignette, HTML 5, User Experience, Omniture, JavaScript, User Interface, CMS, User Interface Design, jQuery, Web Development, Git, Wireframes, Responsive Web Design, SEO, E-commerce, Front-end, Mobile Applications, jQuery UI, Web Design
Education
New York University 2004 — 2005
Certificate, Web Development
Fordham University 1978 — 1982
BA, Political Science
Victoria Mosley's TD Ameritrade Experience February 2010 - Present
Job Enterprise Project Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2010 - Present
Gallup January 2000 - February 2010
Gallup May 1997 - January 2000
Edinburgh Napier University September 1996 - June 1997
Skills
SDLC, Business Analysis, Project Management, PMP, Program Management, Visio, Software Project..., Change Management, Risk Management, Quality Assurance, Analysis, Software Development, Integration, Leadership, Management, Project Planning, Enterprise Architecture, System Administration, Team Leadership
Education
Edinburgh Napier University 1995 — 1997
PGDIP, Information Systems
King's College London 1990 — 1994
BA Hons., French
TD Ameritrade February 2010 - Present
Gallup January 2000 - February 2010
Gallup May 1997 - January 2000
Edinburgh Napier University September 1996 - June 1997
Skills
SDLC, Business Analysis, Project Management, PMP, Program Management, Visio, Software Project..., Change Management, Risk Management, Quality Assurance, Analysis, Software Development, Integration, Leadership, Management, Project Planning, Enterprise Architecture, System Administration, Team Leadership
Education
Edinburgh Napier University 1995 — 1997
PGDIP, Information Systems
King's College London 1990 — 1994
BA Hons., French
Antoinette Bergwall's TD Ameritrade Experience April 2015 - Present
Job Branch Development Manager
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
Financial Life Focus, LLC June 2011 - December 2014
Bank of America October 1993 - April 2009
Skills
Wealth Management, Series 63, Series 7, Investments, Financial Services, Portfolio Management, Finance, Banking, Relationship Management, Asset Management, Securities, Loans, Mutual Funds, Credit
Education
Fairleigh Dickinson University 1980 — 1985
Bachelor of Science, Business Finance
TD Ameritrade April 2015 - Present
Financial Life Focus, LLC June 2011 - December 2014
Bank of America October 1993 - April 2009
Skills
Wealth Management, Series 63, Series 7, Investments, Financial Services, Portfolio Management, Finance, Banking, Relationship Management, Asset Management, Securities, Loans, Mutual Funds, Credit
Education
Fairleigh Dickinson University 1980 — 1985
Bachelor of Science, Business Finance
Brenda Culliton's TD Ameritrade Experience 2009 - 2013
Job Lease and Tax Analyst at TD
Industry Financial Services
Experience
TD 2013 - Present
TD Ameritrade 2009 - 2013
TD Ameritrade 2007 - 2009
TD Ameritrade 2005 - 2006
TD Ameritrade 2004 - 2006
TD 2000 - 2004
Skills
Customer Service, Financial Services, Relationship Management, Team Leadership, Banking, Retail Banking, Mutual Funds, Credit, Investments, Risk Management, Finance, Financial Analysis
Education
Fanshawe College
Business Financial Services
Fanshawe College
Business Information Systems
Western University
Business Management and Organization Studies
TD 2013 - Present
TD Ameritrade 2009 - 2013
TD Ameritrade 2007 - 2009
TD Ameritrade 2005 - 2006
TD Ameritrade 2004 - 2006
TD 2000 - 2004
Skills
Customer Service, Financial Services, Relationship Management, Team Leadership, Banking, Retail Banking, Mutual Funds, Credit, Investments, Risk Management, Finance, Financial Analysis
Education
Fanshawe College
Business Financial Services
Fanshawe College
Business Information Systems
Western University
Business Management and Organization Studies
Jaynaia Griggs's TD Ameritrade Experience 2007 - 2008
Job Education and Marketing Professional
Industry Education Management
Experience
Gphomestay August 2015 - Present
Charleston County School District January 2015 - June 2015
Fort Bend ISD August 2013 - December 2014
RJ Reynolds March 2011 - November 2012
Corinthian Colleges June 2010 - February 2011
Daimler Financial Services August 2008 - July 2010
TD Ameritrade 2007 - 2008
Supreme Lending 2006 2006 - 2007
Daimler Chrysler Services 2005-2006 2005 - 2006
Camp Fire USA Lone Star Council May 2004 - July 2004
Skills
Sales, Customer Service, Account Management, Public Speaking, Strategic Planning, Management, Marketing, Coaching, Sales Operations, Microsoft Office, Recruiting, Leadership, Leadership Development, Event Planning, Retail, Analysis, Writing, Credit, Territory Planning, Fundraising, Donor Developement, Social Media, Community Organizing
Education
The University of Texas at Arlington 2001 — 2004
BA, Multi/Interdisciplinary Studies, Public Policy and Minorities Concentration
Florida Agricultural and Mechanical University 1999 — 2001
Political Science and Government
North Shore High 1996 — 1999
High School Diploma
Gphomestay August 2015 - Present
Charleston County School District January 2015 - June 2015
Fort Bend ISD August 2013 - December 2014
RJ Reynolds March 2011 - November 2012
Corinthian Colleges June 2010 - February 2011
Daimler Financial Services August 2008 - July 2010
TD Ameritrade 2007 - 2008
Supreme Lending 2006 2006 - 2007
Daimler Chrysler Services 2005-2006 2005 - 2006
Camp Fire USA Lone Star Council May 2004 - July 2004
Skills
Sales, Customer Service, Account Management, Public Speaking, Strategic Planning, Management, Marketing, Coaching, Sales Operations, Microsoft Office, Recruiting, Leadership, Leadership Development, Event Planning, Retail, Analysis, Writing, Credit, Territory Planning, Fundraising, Donor Developement, Social Media, Community Organizing
Education
The University of Texas at Arlington 2001 — 2004
BA, Multi/Interdisciplinary Studies, Public Policy and Minorities Concentration
Florida Agricultural and Mechanical University 1999 — 2001
Political Science and Government
North Shore High 1996 — 1999
High School Diploma
DAVID SKRZYNIARZ's TD Ameritrade Experience 1997 - 2001
Job INSTITUTIONAL TRADING OPERATIONS MGR at First Analysis
Industry Financial Services
Experience
First Analysis August 2002 - Present
TD Ameritrade 1997 - 2001
Fidelity Investments September 1993 - May 1997
Skills
Trading, Series 7, Equities, Securities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Series 63, Derivatives, Bloomberg, FINRA, Alternative Investments, Electronic Trading, Asset Management, Series 9, 10 and 14 as..., Series 55
Education
Dominican University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, A
First Analysis August 2002 - Present
TD Ameritrade 1997 - 2001
Fidelity Investments September 1993 - May 1997
Skills
Trading, Series 7, Equities, Securities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Series 63, Derivatives, Bloomberg, FINRA, Alternative Investments, Electronic Trading, Asset Management, Series 9, 10 and 14 as..., Series 55
Education
Dominican University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, A
William (Montell) Watson's TD Ameritrade Experience 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2012 - Present
TD Ameritrade 2011 - November 2012
RBC May 2010 - September 2011
Wells Fargo Financial July 2008 - May 2010
Skills
Portfolio Management, PowerPoint, Loans, Underwriting, Investments, Sales, Credit Cards, Microsoft Office, Public Speaking, Credit, Finance, Series 7, Series 63, Equities, Mutual Funds, ETFs, Trading Strategies, Options Strategies, Fixed Income, Portfolio Performance..., Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Leadership, Retirement Planning, Risk Management
Education
Elon University 2003 — 2007
BA, Business Administration. (Finance and Accounting)
TD Ameritrade 2012 - Present
TD Ameritrade 2011 - November 2012
RBC May 2010 - September 2011
Wells Fargo Financial July 2008 - May 2010
Skills
Portfolio Management, PowerPoint, Loans, Underwriting, Investments, Sales, Credit Cards, Microsoft Office, Public Speaking, Credit, Finance, Series 7, Series 63, Equities, Mutual Funds, ETFs, Trading Strategies, Options Strategies, Fixed Income, Portfolio Performance..., Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Leadership, Retirement Planning, Risk Management
Education
Elon University 2003 — 2007
BA, Business Administration. (Finance and Accounting)
Ron Zembroski's TD Ameritrade Experience September 2007 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
HR Block Tax and Business Services December 2009 - April 2010
TD Ameritrade September 2007 - January 2009
E*TRADE Financial July 2006 - September 2007
Citizens Bank January 2005 - February 2006
Police and Fire Federal Credit Union June 2000 - August 2003
Education
Drexel University 1974 — 1976
MS, Public Administration
HR Block Tax and Business Services December 2009 - April 2010
TD Ameritrade September 2007 - January 2009
E*TRADE Financial July 2006 - September 2007
Citizens Bank January 2005 - February 2006
Police and Fire Federal Credit Union June 2000 - August 2003
Education
Drexel University 1974 — 1976
MS, Public Administration
Juan Gualdron's TD Ameritrade Experience September 2013 - June 2014
Job Investment Services Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Canada Trust June 2014 - Present
TD Ameritrade September 2013 - June 2014
TD Canada Trust February 2012 - August 2013
TD January 2011 - January 2012
Diamond Aircraft January 2006 - December 2009
Skills
Investments, Financial Services, Finance, Banking, Financial Planning, Analysis, Credit
Education
Fanshawe College 2009 — 2011
College Graduate, Financial Planning Services
FUNLAN 1999 — 2003
Bachelor's Degree, Business Administration/Economics
TD Canada Trust June 2014 - Present
TD Ameritrade September 2013 - June 2014
TD Canada Trust February 2012 - August 2013
TD January 2011 - January 2012
Diamond Aircraft January 2006 - December 2009
Skills
Investments, Financial Services, Finance, Banking, Financial Planning, Analysis, Credit
Education
Fanshawe College 2009 — 2011
College Graduate, Financial Planning Services
FUNLAN 1999 — 2003
Bachelor's Degree, Business Administration/Economics
Virginia Fowler's TD Ameritrade Experience February 2006 - February 2008
Job Republic National Distribution
Industry Accounting
Experience
Fellowship Church May 2008 - December 2012
TD Ameritrade February 2006 - February 2008
American Airlines November 1995 - December 2005
Skills
Event Planning, Customer Service, Employee Benefits, Microsoft Office, Start-ups, Leadership, Public Speaking, Nonprofits, Strategic Planning, Training, Sales, Leadership Development, Human Resources, Team Building, Outlook, Project Management, Accounting, Employee Relations, Onboarding, Recruiting
Education
Southwestern Baptist Theological Seminary 1990 — 1992
Master's degree, Religious Education/Administration
East Texas Baptist University 1976 — 1979
Bachelor's degree, Business/Drama
Airline High School 1969 — 1972
Fellowship Church May 2008 - December 2012
TD Ameritrade February 2006 - February 2008
American Airlines November 1995 - December 2005
Skills
Event Planning, Customer Service, Employee Benefits, Microsoft Office, Start-ups, Leadership, Public Speaking, Nonprofits, Strategic Planning, Training, Sales, Leadership Development, Human Resources, Team Building, Outlook, Project Management, Accounting, Employee Relations, Onboarding, Recruiting
Education
Southwestern Baptist Theological Seminary 1990 — 1992
Master's degree, Religious Education/Administration
East Texas Baptist University 1976 — 1979
Bachelor's degree, Business/Drama
Airline High School 1969 — 1972
Geri Gilbreath's TD Ameritrade Experience January 1997 - January 2004
Job Triage Pharmacy Technician at Omnicare Nebraska
Industry Financial Services
Experience
Omnicare Nebraska January 2012 - Present
Omnicare Nebraska January 2012 - April 2012
Bank of the West December 2006 - December 2011
Securities America February 2005 - June 2007
TD Ameritrade January 1997 - January 2004
Ameritas January 1996 - January 1997
Commercial Federal Bank January 1985 - January 1996
Ameritrade 1990 - 1995
Skills
Investments, Loans, Financial Services, Credit Cards, Customer Service, Sales, Employee Training
Education
Everest University-Tampa 2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.7
University Nebraska Omaha 1981 — 1983
Business Administration and Management, General
D J Gross High School 1978 — 1981
diploma, General Studies
Omnicare Nebraska January 2012 - Present
Omnicare Nebraska January 2012 - April 2012
Bank of the West December 2006 - December 2011
Securities America February 2005 - June 2007
TD Ameritrade January 1997 - January 2004
Ameritas January 1996 - January 1997
Commercial Federal Bank January 1985 - January 1996
Ameritrade 1990 - 1995
Skills
Investments, Loans, Financial Services, Credit Cards, Customer Service, Sales, Employee Training
Education
Everest University-Tampa 2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.7
University Nebraska Omaha 1981 — 1983
Business Administration and Management, General
D J Gross High School 1978 — 1981
diploma, General Studies
Shawn Bea's TD Ameritrade Experience October 2011 - Present
Job Investor Services at TD Ameritrade
Industry Photography
Experience
TD Ameritrade October 2011 - Present
iKON IMAGERY May 2007 - Present
Citi Cards Canada September 2007 - August 2011
Skills
Portrait Photography, Commercial Photography, Photography, Image Manipulation, Photos, Weddings, Lighting, Fashion, Photo Shoots, Portraits, Wedding Photography, Event Photography, Fine Art Photography, Headshots, Studio Photography
Education
Fanshawe College 2005 — 2007
Diploma, Photography
Fanshawe College 2005 — 2007
Commercial Photography
TD Ameritrade October 2011 - Present
iKON IMAGERY May 2007 - Present
Citi Cards Canada September 2007 - August 2011
Skills
Portrait Photography, Commercial Photography, Photography, Image Manipulation, Photos, Weddings, Lighting, Fashion, Photo Shoots, Portraits, Wedding Photography, Event Photography, Fine Art Photography, Headshots, Studio Photography
Education
Fanshawe College 2005 — 2007
Diploma, Photography
Fanshawe College 2005 — 2007
Commercial Photography
Alison Moxley's TD Ameritrade Experience September 2004 - January 2005
Job Writer
Industry Marketing and Advertising
Experience
Self-employed September 2008 - Present
Forever Greek March 2006 - May 2009
AIG SunAmerica January 2005 - January 2006
TD Ameritrade September 2004 - January 2005
Skills
SEO copywriting, Copywriting, Editing, E-commerce, Ghostwriting, Microsoft Office, Outlook, Social Media Marketing, Direct Marketing, Small Business
Education
Eastern Michigan University 1998 — 2002
Bachelor of Arts (B.A.), Journalism
Self-employed September 2008 - Present
Forever Greek March 2006 - May 2009
AIG SunAmerica January 2005 - January 2006
TD Ameritrade September 2004 - January 2005
Skills
SEO copywriting, Copywriting, Editing, E-commerce, Ghostwriting, Microsoft Office, Outlook, Social Media Marketing, Direct Marketing, Small Business
Education
Eastern Michigan University 1998 — 2002
Bachelor of Arts (B.A.), Journalism
Joe DeLiso's TD Ameritrade Experience 2000 - 2005
Job Pharmaceutical Sales at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim March 2008 - Present
Boehringer Ingelheim January 2005 - March 2008
TD Ameritrade 2000 - 2005
TD Ameritrade 1998 - 2000
Skills
Product Launch, Pharmaceutical Sales, Pulmonology, Neurology, Urology, Cardiology, Employee Training, Team Management, Managed Care, Pharmaceutical Industry, Sales Force Development, Sales, Selling Skills, Sales Effectiveness, Diabetes, Healthcare, Cross-functional Team...
Education
Dowling College
Bachelor of Business Administration (BBA), Finance, General
Boehringer Ingelheim March 2008 - Present
Boehringer Ingelheim January 2005 - March 2008
TD Ameritrade 2000 - 2005
TD Ameritrade 1998 - 2000
Skills
Product Launch, Pharmaceutical Sales, Pulmonology, Neurology, Urology, Cardiology, Employee Training, Team Management, Managed Care, Pharmaceutical Industry, Sales Force Development, Sales, Selling Skills, Sales Effectiveness, Diabetes, Healthcare, Cross-functional Team...
Education
Dowling College
Bachelor of Business Administration (BBA), Finance, General
Brian Raimann's TD Ameritrade Experience March 2015 - Present
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Merrill Lynch May 2013 - February 2015
Bay Colony Club May 2011 - May 2013
Bay Colony Club November 2009 - May 2011
Skills
Financial Services, CRM software, Microsoft Applications, Business Plan Pro..., Team Leadership, Hold Series 7, Hold Series 66
Education
Florida Gulf Coast University 2006 — 2011
Bachelor of Science (B.S.), Business Management
TD Ameritrade March 2015 - Present
Merrill Lynch May 2013 - February 2015
Bay Colony Club May 2011 - May 2013
Bay Colony Club November 2009 - May 2011
Skills
Financial Services, CRM software, Microsoft Applications, Business Plan Pro..., Team Leadership, Hold Series 7, Hold Series 66
Education
Florida Gulf Coast University 2006 — 2011
Bachelor of Science (B.S.), Business Management
Brandon Murry's TD Ameritrade Experience July 2007 - July 2008
Job at
Industry Defense & Space
Experience
GM Financial May 2015 - Present
Elbit Systems of America April 2014 - Present
Elbit Systems of America August 2012 - April 2014
Elbit Systems of America July 2008 - August 2012
TD Ameritrade July 2007 - July 2008
Wells Fargo June 2004 - July 2007
Skills
CMMI, AS9100, Software Quality..., Process Improvement, Process Consulting, Auditing, DO-178B, Test Stand, Visual Basic, Microsoft Excel, Systems Engineering, Requirements..., NI LabVIEW, Visual C++, Risk Management, Oracle, SharePoint, PLM Tools, Rational DOORS, Testing
Education
Embry-Riddle Aeronautical University 2005 — 2009
Master of Aeronatical Science, Major in Aeronautics and Aeronautical / Aerospace Management
Texas Tech University 2000 — 2003
Bachelor's degree, Mathematics
GM Financial May 2015 - Present
Elbit Systems of America April 2014 - Present
Elbit Systems of America August 2012 - April 2014
Elbit Systems of America July 2008 - August 2012
TD Ameritrade July 2007 - July 2008
Wells Fargo June 2004 - July 2007
Skills
CMMI, AS9100, Software Quality..., Process Improvement, Process Consulting, Auditing, DO-178B, Test Stand, Visual Basic, Microsoft Excel, Systems Engineering, Requirements..., NI LabVIEW, Visual C++, Risk Management, Oracle, SharePoint, PLM Tools, Rational DOORS, Testing
Education
Embry-Riddle Aeronautical University 2005 — 2009
Master of Aeronatical Science, Major in Aeronautics and Aeronautical / Aerospace Management
Texas Tech University 2000 — 2003
Bachelor's degree, Mathematics
William Oliveras's TD Ameritrade Experience February 2014 - Present
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2014 - Present
US Small Business Administration November 2012 - September 2013
J.P. Morgan 2000 - 2012
Southwest Securities February 1998 - September 2000
Skills
Equities, Credit, Financial Analysis, Banking, Investments, Fixed Income, Loans, Capital Markets, Investment Banking, Risk Management, Credit Analysis, Mutual Funds, Securities, Credit Risk, Finance
Education
Fairleigh Dickinson University 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
New Jersey City University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
TD Ameritrade February 2014 - Present
US Small Business Administration November 2012 - September 2013
J.P. Morgan 2000 - 2012
Southwest Securities February 1998 - September 2000
Skills
Equities, Credit, Financial Analysis, Banking, Investments, Fixed Income, Loans, Capital Markets, Investment Banking, Risk Management, Credit Analysis, Mutual Funds, Securities, Credit Risk, Finance
Education
Fairleigh Dickinson University 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
New Jersey City University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Frances Fletcher's TD Ameritrade Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade 2005 - 2013
Fidelity Investments August 1999 - June 2004
Skills
Series 7, Series 63, Series 24, Cake Decorating
Education
El Centro College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Medical Staff Services Technology/Technician
TD Ameritrade 2005 - 2013
Fidelity Investments August 1999 - June 2004
Skills
Series 7, Series 63, Series 24, Cake Decorating
Education
El Centro College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Medical Staff Services Technology/Technician
William Aguirre's TD Ameritrade Experience July 1999 - March 2006
Job Assistant Vice President, Alternative Investments at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank July 2006 - Present
TD Ameritrade July 1999 - March 2006
Skills
Mutual Funds, Trading, Alternative Investments, Options, Private Equity, Equities, Fixed Income, Financial Services, Settlement, Series 7, Corporate Actions, Securities, Finance, Hedge Funds, Investments, Banking, Capital Markets, Asset Management, Portfolio Management
Education
Fairfield University 1996 — 1999
Bachelors of Science, Finance and Financial Management Services
HSBC Private Bank July 2006 - Present
TD Ameritrade July 1999 - March 2006
Skills
Mutual Funds, Trading, Alternative Investments, Options, Private Equity, Equities, Fixed Income, Financial Services, Settlement, Series 7, Corporate Actions, Securities, Finance, Hedge Funds, Investments, Banking, Capital Markets, Asset Management, Portfolio Management
Education
Fairfield University 1996 — 1999
Bachelors of Science, Finance and Financial Management Services
Alex Kaster's TD Ameritrade Experience March 2015 - Present
Job Retail Trading Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
TD Ameritrade August 2013 - Present
Skills
Series 7, Series 63, Sales, Financial Services, Customer Service, Thinkorswim Trading..., Portfolio Management, Financial Analysis, Social Media, Securities Market, Options Strategies, Mutual Funds, Finance, Equities, Investments
Education
Drake University 2010 — 2013
Bachelor's Degree, Finance, General
TD Ameritrade March 2015 - Present
TD Ameritrade August 2013 - Present
Skills
Series 7, Series 63, Sales, Financial Services, Customer Service, Thinkorswim Trading..., Portfolio Management, Financial Analysis, Social Media, Securities Market, Options Strategies, Mutual Funds, Finance, Equities, Investments
Education
Drake University 2010 — 2013
Bachelor's Degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.