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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TD Ameritrade Employees
Employee
Years
Job
Industry
Christopher Messina, CRPC Christopher Messina, CRPC's TD Ameritrade Experience September 2010 - January 2012
Job Vice President/Market Sales Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
LearningZen.com December 2012 - September 2013
Advanced Wealth Solutions February 2012 - May 2012
TD Ameritrade September 2010 - January 2012
Wachovia Bank August 2008 - December 2009
Lincoln Financial Distributors June 2007 - June 2008
Virginia Commerce Bank August 2006 - June 2007
MetLife Investors December 1999 - August 2006
First Union May 1995 - December 1999
Skills
Wholesaling, Wealth Management, Financial Planning, Asset Management, Consultative Selling, Sales Management, Customer Relations, Wealth Transfer, Risk Management, Investment Advisory, Public Speaking, New Business Development, Equities, Customer Service, Team Building, Compliance, Sales Support, Excel, Visio, Self-driven, Work Well Independently, Building Relationships, Value Added Analysis, Hands-on leader, Strategic Visionary, Action Oriented, Quality Oriented, People-oriented, Cross Functional..., Software Solution Sales, Learning Management..., Strategic Financial..., Wholesale, Wealth, Financial Services, Selling, Sales Operations, Investment Management, Series 63, 401k, Asset Managment, Series 7, IRAs, Fixed Annuities, Management, Microsoft Excel, Management Consulting, Executive Management, Financial Advisory, Retirement
Education
George Mason University 1993 — 2003
BS PUAD, Public Administration
Churchland High School 1989 — 1993
Merrill Lynch September 2013 - Present
LearningZen.com December 2012 - September 2013
Advanced Wealth Solutions February 2012 - May 2012
TD Ameritrade September 2010 - January 2012
Wachovia Bank August 2008 - December 2009
Lincoln Financial Distributors June 2007 - June 2008
Virginia Commerce Bank August 2006 - June 2007
MetLife Investors December 1999 - August 2006
First Union May 1995 - December 1999
Skills
Wholesaling, Wealth Management, Financial Planning, Asset Management, Consultative Selling, Sales Management, Customer Relations, Wealth Transfer, Risk Management, Investment Advisory, Public Speaking, New Business Development, Equities, Customer Service, Team Building, Compliance, Sales Support, Excel, Visio, Self-driven, Work Well Independently, Building Relationships, Value Added Analysis, Hands-on leader, Strategic Visionary, Action Oriented, Quality Oriented, People-oriented, Cross Functional..., Software Solution Sales, Learning Management..., Strategic Financial..., Wholesale, Wealth, Financial Services, Selling, Sales Operations, Investment Management, Series 63, 401k, Asset Managment, Series 7, IRAs, Fixed Annuities, Management, Microsoft Excel, Management Consulting, Executive Management, Financial Advisory, Retirement
Education
George Mason University 1993 — 2003
BS PUAD, Public Administration
Churchland High School 1989 — 1993
Fred Johnston Fred Johnston's TD Ameritrade Experience June 2009 - July 2010
Job Director, Strategic Partnerships at Armor Active, a Mobile Technologies Inc. Company
Industry Computer Hardware
Experience
Armor Active, a Mobile Technologies Inc. Company November 2014 - Present
ArmorActive, Inc. December 2012 - November 2014
PayRoll Innovations, LLC December 2010 - December 2012
TD Ameritrade June 2009 - July 2010
Investools August 2003 - June 2009
Sucess Development Institute, Inc. July 2002 - June 2003
Franklin Covey Coaching June 1992 - December 2001
TeleConsulting Services, Inc 1993 - 1994
Skills
Executive Management, Sales Management, Call Center, Management Consulting, Database Marketing, New Business Development, Strategic Planning, Team Building, Marketing Strategy, Analytics, Customer Relations, Account Management, Marketing Management, Selling, Direct Marketing, Organizational..., Operations Management, Negotiation, Team Leadership, Mentoring, Coaching, Public Speaking, Small Business, Mergers, Sales Process, Change Management, Process Improvement, Business Strategy, Direct Sales, Forecasting, Problem Solving, Product Development, Start-ups, Product Management, Leadership Development, Customer Service, Entrepreneurship, Contact Center..., Contact Center Strategy, Contact Center..., Call Flow Design, Call Center Architecture, Lead Management, CRM Integration, Call Centers, Training, Sales, B2B, Strategy, Mergers & Acquisitions
Education
Franklin Pierce College 1983 — 1986
Business, Accounting
Armor Active, a Mobile Technologies Inc. Company November 2014 - Present
ArmorActive, Inc. December 2012 - November 2014
PayRoll Innovations, LLC December 2010 - December 2012
TD Ameritrade June 2009 - July 2010
Investools August 2003 - June 2009
Sucess Development Institute, Inc. July 2002 - June 2003
Franklin Covey Coaching June 1992 - December 2001
TeleConsulting Services, Inc 1993 - 1994
Skills
Executive Management, Sales Management, Call Center, Management Consulting, Database Marketing, New Business Development, Strategic Planning, Team Building, Marketing Strategy, Analytics, Customer Relations, Account Management, Marketing Management, Selling, Direct Marketing, Organizational..., Operations Management, Negotiation, Team Leadership, Mentoring, Coaching, Public Speaking, Small Business, Mergers, Sales Process, Change Management, Process Improvement, Business Strategy, Direct Sales, Forecasting, Problem Solving, Product Development, Start-ups, Product Management, Leadership Development, Customer Service, Entrepreneurship, Contact Center..., Contact Center Strategy, Contact Center..., Call Flow Design, Call Center Architecture, Lead Management, CRM Integration, Call Centers, Training, Sales, B2B, Strategy, Mergers & Acquisitions
Education
Franklin Pierce College 1983 — 1986
Business, Accounting
Christina Liu Christina Liu's TD Ameritrade Experience May 2015 - Present
Job Senior Software QA Engineer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade May 2015 - Present
AAA Life Insurance Company June 2014 - May 2015
Cole Taylor Mortgage December 2012 - June 2014
Ally Financial Inc. April 2012 - September 2012
CGI March 2008 - March 2012
AT&T February 2011 - December 2011
Moody's Corporation August 2009 - January 2011
City of New York Parking Violation Office June 2009 - August 2009
City of New York FISA March 2008 - June 2009
Chevron June 2007 - September 2007
Skills
User Acceptance Testing, Quality Assurance, Agile Methodologies, SDLC, Quality Center, Business Analysis, Requirements Analysis, SQL, Test Cases, Regression Testing, Integration, Oracle, HP Quality Center, Microsoft SQL Server, Business Requirements, Software Project..., PL/SQL, Business Objects, MS Project, ClearQuest, T-SQL, Test Planning, Software Development, ETL, Test Management, PMP, DB2, Requirements Gathering, Visio, Business Process..., Risk Management, Defect Management, Change Request..., CA Clarity, IBM Rational Clear Quest, Functional Testing, SAP, Project Planning, JIRA, Exploratory testing, SoapUI, Microsoft Project
Education
University of Pennsylvania 2006 — 2008
Master, Electrical Engineering
New York University 2008 — 2008
Training, Advanced Business Writing
Harbin Institute of Technology 2001 — 2005
Bachelor, Electrical Engineering
The University of Hong Kong 2003 — 2004
Exchange Student, Electrical Engineering
TD Ameritrade May 2015 - Present
AAA Life Insurance Company June 2014 - May 2015
Cole Taylor Mortgage December 2012 - June 2014
Ally Financial Inc. April 2012 - September 2012
CGI March 2008 - March 2012
AT&T February 2011 - December 2011
Moody's Corporation August 2009 - January 2011
City of New York Parking Violation Office June 2009 - August 2009
City of New York FISA March 2008 - June 2009
Chevron June 2007 - September 2007
Skills
User Acceptance Testing, Quality Assurance, Agile Methodologies, SDLC, Quality Center, Business Analysis, Requirements Analysis, SQL, Test Cases, Regression Testing, Integration, Oracle, HP Quality Center, Microsoft SQL Server, Business Requirements, Software Project..., PL/SQL, Business Objects, MS Project, ClearQuest, T-SQL, Test Planning, Software Development, ETL, Test Management, PMP, DB2, Requirements Gathering, Visio, Business Process..., Risk Management, Defect Management, Change Request..., CA Clarity, IBM Rational Clear Quest, Functional Testing, SAP, Project Planning, JIRA, Exploratory testing, SoapUI, Microsoft Project
Education
University of Pennsylvania 2006 — 2008
Master, Electrical Engineering
New York University 2008 — 2008
Training, Advanced Business Writing
Harbin Institute of Technology 2001 — 2005
Bachelor, Electrical Engineering
The University of Hong Kong 2003 — 2004
Exchange Student, Electrical Engineering
Jennifer Medley Jennifer Medley's TD Ameritrade Experience September 2014 - Present
Job Assistant Manager, Corporate Actions at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade November 2007 - March 2015
TD Ameritrade July 2013 - March 2014
TD Ameritrade September 2004 - October 2007
Skills
Series 7, Series 63, Series 24, People Manager, FINRA, Investments, Management, Securities, Equities, Relationship Management, Risk Management, Leadership, Process Improvement, Financial Services, Banking, Asset Management, Asset Allocation, Back Office, Financial Markets, Customer Service, Microsoft Office, Business Analysis, Call Centers, Vendor Management, Program Management
Education
Liberty University 2015 — 2016
Bachelor of Applied Science (BASc), Psychology
Greensboro College
Major English - background Public Relations & Marketing, Public Relations & Marketing
Rockingham Community College
Associate of Arts (AA), General Studies
Rockingham Community College
Associate's degree, Business Administration and Management, General
TD Ameritrade September 2014 - Present
TD Ameritrade November 2007 - March 2015
TD Ameritrade July 2013 - March 2014
TD Ameritrade September 2004 - October 2007
Skills
Series 7, Series 63, Series 24, People Manager, FINRA, Investments, Management, Securities, Equities, Relationship Management, Risk Management, Leadership, Process Improvement, Financial Services, Banking, Asset Management, Asset Allocation, Back Office, Financial Markets, Customer Service, Microsoft Office, Business Analysis, Call Centers, Vendor Management, Program Management
Education
Liberty University 2015 — 2016
Bachelor of Applied Science (BASc), Psychology
Greensboro College
Major English - background Public Relations & Marketing, Public Relations & Marketing
Rockingham Community College
Associate of Arts (AA), General Studies
Rockingham Community College
Associate's degree, Business Administration and Management, General
Destinee McKinney Destinee McKinney's TD Ameritrade Experience May 2012 - August 2012
Job Reaching my career goals one step at a time.
Industry Accounting
Experience
Louisiana Department of Revenue March 2014 - Present
Abram Dawking’s Transport July 2013 - August 2014
Louisiana Legislative Auditor January 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Louisiana Board of Regents September 2011 - April 2012
Money Co USA December 2010 - February 2011
Grambling State University Athletics Department September 2006 - December 2010
Walt Disney World College Program May 2009 - January 2010
Skills
Auditing, Data Entry, Budgets, Customer Service, Teamwork, Finance, Invoicing, Human Resources, Coaching, Interviews, QuickBooks, Accounting, Tax Preparer, Analysis
Education
Grambling State University 2005 — 2010
Bachelors of Science, Accounting
Louisiana State University and Agricultural and Mechanical College
Masters (Degree not completed), Public Adminstration
Louisiana Department of Revenue March 2014 - Present
Abram Dawking’s Transport July 2013 - August 2014
Louisiana Legislative Auditor January 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Louisiana Board of Regents September 2011 - April 2012
Money Co USA December 2010 - February 2011
Grambling State University Athletics Department September 2006 - December 2010
Walt Disney World College Program May 2009 - January 2010
Skills
Auditing, Data Entry, Budgets, Customer Service, Teamwork, Finance, Invoicing, Human Resources, Coaching, Interviews, QuickBooks, Accounting, Tax Preparer, Analysis
Education
Grambling State University 2005 — 2010
Bachelors of Science, Accounting
Louisiana State University and Agricultural and Mechanical College
Masters (Degree not completed), Public Adminstration
Pavel Artemow Pavel Artemow's TD Ameritrade Experience November 2007 - 2013
Job Vice President, Business Development at IconLab, Inc.
Industry Medical Devices
Experience
IconLab, Inc. 2012 - Present
TD Ameritrade November 2007 - 2013
Ergometa 2005 - 2011
TD Waterhouse May 2002 - October 2007
Kennedy Cabot Co April 2000 - May 2002
Skills
Investments, Investment Strategies, Mutual Funds, Series 7, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Retirement Planning, Securities, Alternative Investments, Retirement, Uniform Combined State..., ETFs, Investment Management, Equities, Portfolio Management, Asset Management, Fixed Income, Medical Devices, 510(k) application, Series 65, Separately Managed..., Series 24
Education
Fresno Pacific University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management/Finance
IconLab, Inc. 2012 - Present
TD Ameritrade November 2007 - 2013
Ergometa 2005 - 2011
TD Waterhouse May 2002 - October 2007
Kennedy Cabot Co April 2000 - May 2002
Skills
Investments, Investment Strategies, Mutual Funds, Series 7, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Retirement Planning, Securities, Alternative Investments, Retirement, Uniform Combined State..., ETFs, Investment Management, Equities, Portfolio Management, Asset Management, Fixed Income, Medical Devices, 510(k) application, Series 65, Separately Managed..., Series 24
Education
Fresno Pacific University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management/Finance
Seamus Browne's TD Ameritrade Experience August 2010 - July 2012
Job Director of Customer Insights, MetLife US Retail
Industry Financial Services
Experience
MetLife June 2013 - July 2013
TD Ameritrade August 2010 - July 2012
Barclays Capital August 2007 - April 2010
Lehman Brothers May 2006 - July 2006
Skills
Series 7, Business Strategy, Analytics, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
B.S. Business Administration
International School of Basel 1999 — 2003
International Baccalaureate
MetLife June 2013 - July 2013
TD Ameritrade August 2010 - July 2012
Barclays Capital August 2007 - April 2010
Lehman Brothers May 2006 - July 2006
Skills
Series 7, Business Strategy, Analytics, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
B.S. Business Administration
International School of Basel 1999 — 2003
International Baccalaureate
Nate Ferrero Nate Ferrero's TD Ameritrade Experience May 2015 - Present
Job Software Development Consultant at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade May 2015 - Present
Gaikai November 2014 - May 2015
Gaikai June 2013 - November 2014
GraphEffect June 2012 - June 2013
Momentum OS, Inc. January 2010 - May 2012
LeanLogistics April 2008 - December 2008
NSF Designs December 2007 - December 2008
Skills
PHP, JavaScript, Node.js, MySQL, Python, Nginx, Web Services, APIs, jQuery, HTML 5, Amazon Web Services..., Linux, Java, Apache, PHP 5.3, Server Administration, CSS, OS X, API Design, Neo4j, Angular JS, HTML5, Change Management, Ruby, Team Leadership, Mentoring, Testing
Education
Grand Valley State University 2005 — 2007
B.S., Physics
Grand Rapids Community College 2003 — 2005
Physics
TD Ameritrade May 2015 - Present
Gaikai November 2014 - May 2015
Gaikai June 2013 - November 2014
GraphEffect June 2012 - June 2013
Momentum OS, Inc. January 2010 - May 2012
LeanLogistics April 2008 - December 2008
NSF Designs December 2007 - December 2008
Skills
PHP, JavaScript, Node.js, MySQL, Python, Nginx, Web Services, APIs, jQuery, HTML 5, Amazon Web Services..., Linux, Java, Apache, PHP 5.3, Server Administration, CSS, OS X, API Design, Neo4j, Angular JS, HTML5, Change Management, Ruby, Team Leadership, Mentoring, Testing
Education
Grand Valley State University 2005 — 2007
B.S., Physics
Grand Rapids Community College 2003 — 2005
Physics
James Cathcart James Cathcart's TD Ameritrade Experience November 2012 - April 2014
Job Account Executive at Yelp
Industry Marketing and Advertising
Experience
Yelp May 2015 - Present
Reach Mobile, LLC May 2014 - December 2014
TD Ameritrade November 2012 - April 2014
The Fleetwood April 2012 - October 2012
EAJmedia January 2012 - April 2012
Ameritech Services May 2010 - August 2010
Skills
Microsoft Office, Sales, Microsoft Word, Social Media, Investments, Financial Services, Portfolio Management, Call Centers, Leadership
Education
University of Colorado Boulder 2006 — 2010
Bachelor's degree, Economics
Griffith University 2011 — 2011
Study Abroad
Yelp May 2015 - Present
Reach Mobile, LLC May 2014 - December 2014
TD Ameritrade November 2012 - April 2014
The Fleetwood April 2012 - October 2012
EAJmedia January 2012 - April 2012
Ameritech Services May 2010 - August 2010
Skills
Microsoft Office, Sales, Microsoft Word, Social Media, Investments, Financial Services, Portfolio Management, Call Centers, Leadership
Education
University of Colorado Boulder 2006 — 2010
Bachelor's degree, Economics
Griffith University 2011 — 2011
Study Abroad
Benjamin Crofford Benjamin Crofford's TD Ameritrade Experience April 2015 - Present
Job Client Service Specialist at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade April 2015 - Present
1st Global December 2014 - April 2015
TD Ameritrade May 2014 - October 2014
TD Ameritrade December 2013 - May 2014
United Window Cleaning & Restoration January 2010 - October 2013
US Navy September 2012 - April 2013
Modern Window Cleaning May 2007 - January 2010
Skills
Marketing Strategy, Marketing, Team Leadership, New Business Development, Adobe Creative Suite, Adobe Audition, Industrial Safety, High Organizational..., Creative Concept Design, Web Development, Creative Direction
Education
Full Sail University 2009 — 2011
Bachelor's of Science, Entertainment Business
Grand Valley State University
TD Ameritrade April 2015 - Present
1st Global December 2014 - April 2015
TD Ameritrade May 2014 - October 2014
TD Ameritrade December 2013 - May 2014
United Window Cleaning & Restoration January 2010 - October 2013
US Navy September 2012 - April 2013
Modern Window Cleaning May 2007 - January 2010
Skills
Marketing Strategy, Marketing, Team Leadership, New Business Development, Adobe Creative Suite, Adobe Audition, Industrial Safety, High Organizational..., Creative Concept Design, Web Development, Creative Direction
Education
Full Sail University 2009 — 2011
Bachelor's of Science, Entertainment Business
Grand Valley State University
Joseph Spencer's TD Ameritrade Experience February 2010 - Present
Job Sr Transition Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2010 - Present
TD Ameritrade January 2005 - February 2010
TD Ameritrade January 2000 - January 2005
American Express January 1999 - January 2000
Skills
Financial Services, Relationship Management, Back Office, Series 7, Training, Process Improvement, Business Development, Customer Oriented, Customer Service
Education
Hawaii Pacific University 1990 — 1993
International Relations
TD Ameritrade February 2010 - Present
TD Ameritrade January 2005 - February 2010
TD Ameritrade January 2000 - January 2005
American Express January 1999 - January 2000
Skills
Financial Services, Relationship Management, Back Office, Series 7, Training, Process Improvement, Business Development, Customer Oriented, Customer Service
Education
Hawaii Pacific University 1990 — 1993
International Relations
Charla Wewers Charla Wewers's TD Ameritrade Experience August 2007 - November 2009
Job Owner at Pampered Pets Patrol
Industry Consumer Services
Experience
Pampered Pets Patrol November 2009 - Present
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Skills
Mutual Funds, Securities, Series 63, Series 24, Series 6, Series 7, Professional Pet-Sitter
Education
Henderson State University 1987 — 1991
Henderson State University
Physical Education / Mathematics
Pampered Pets Patrol November 2009 - Present
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Skills
Mutual Funds, Securities, Series 63, Series 24, Series 6, Series 7, Professional Pet-Sitter
Education
Henderson State University 1987 — 1991
Henderson State University
Physical Education / Mathematics
Steve Turner Steve Turner's TD Ameritrade Experience 2009 - 2011
Job Business Performance Advisor at Insperity
Industry Human Resources
Experience
Insperity 2014 - Present
CareScout 2013 - 2013
Turner Into Shape LLC dba Get In Shape For Women 2011 - 2012
TD Ameritrade 2009 - 2011
Banc of America Investments 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Northwestern Mutual 1999 - 2003
State Street 1992 - 1999
Skills
Management, Business Development, Entrepreneurship, Strategic Financial..., Small Business, Strategy, Training, Customer Service, Fitness, Leadership, Sales, Mutual Funds, Community Outreach, Healthcare, Nutrition, Health, Employee Benefits, Franchising, Budgets, Business Strategy, Business Analysis, Business Planning, Human Resources, Financial Planning
Education
Institute for Integrative Nutrition 2014 — 2016
Certified Health Coach
International Foundation of Employee Benefit Plans and the Wharton School at Univ. of Penn. 2014 — 2016
Certified Employee Benefit Specialist (CEBS)
American Council on Exercise 2013 — 2013
Certified Personal Trainer certification, Personal fitness & nutrition guidance
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, CWPC, WellCert program of Worksite Wellness, Rec'd recommendation ltr from Larry Chapman
Harvard University 1992 — 1994
Graduate Certificate, Extension School, CSS Program Certificate in Special Studies of Admin & Mgmt., B+ average
University of Massachusetts at Lowell 1981 — 1986
Bachelor's Degree, Social Psychology
Hudson Catholic High School 1978 — 1981
High School
Insperity 2014 - Present
CareScout 2013 - 2013
Turner Into Shape LLC dba Get In Shape For Women 2011 - 2012
TD Ameritrade 2009 - 2011
Banc of America Investments 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Northwestern Mutual 1999 - 2003
State Street 1992 - 1999
Skills
Management, Business Development, Entrepreneurship, Strategic Financial..., Small Business, Strategy, Training, Customer Service, Fitness, Leadership, Sales, Mutual Funds, Community Outreach, Healthcare, Nutrition, Health, Employee Benefits, Franchising, Budgets, Business Strategy, Business Analysis, Business Planning, Human Resources, Financial Planning
Education
Institute for Integrative Nutrition 2014 — 2016
Certified Health Coach
International Foundation of Employee Benefit Plans and the Wharton School at Univ. of Penn. 2014 — 2016
Certified Employee Benefit Specialist (CEBS)
American Council on Exercise 2013 — 2013
Certified Personal Trainer certification, Personal fitness & nutrition guidance
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, CWPC, WellCert program of Worksite Wellness, Rec'd recommendation ltr from Larry Chapman
Harvard University 1992 — 1994
Graduate Certificate, Extension School, CSS Program Certificate in Special Studies of Admin & Mgmt., B+ average
University of Massachusetts at Lowell 1981 — 1986
Bachelor's Degree, Social Psychology
Hudson Catholic High School 1978 — 1981
High School
Brandy Wagner, CAMS Brandy Wagner, CAMS's TD Ameritrade Experience April 2009 - November 2012
Job VP, AML High Risk Unit Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank May 2015 - Present
BMO Harris Bank July 2014 - Present
Chase November 2013 - July 2014
Crowe Horwath LLP October 2012 - November 2013
TD Ameritrade April 2009 - November 2012
Global Forex Trading July 2006 - January 2009
Skills
Trading, Options, Commodity, FX Options, Financial Markets, Series 7, FX trading, Trading Strategies, Currency, Securities, Electronic Trading, Analysis, Risk Management, FINRA, Financial Risk, AML, Capital Markets
Education
Roosevelt University 2009 — 2012
MSA, Forensic Accounting
Grand Valley State University 2003 — 2006
BS, Advertising and PR
BMO Harris Bank May 2015 - Present
BMO Harris Bank July 2014 - Present
Chase November 2013 - July 2014
Crowe Horwath LLP October 2012 - November 2013
TD Ameritrade April 2009 - November 2012
Global Forex Trading July 2006 - January 2009
Skills
Trading, Options, Commodity, FX Options, Financial Markets, Series 7, FX trading, Trading Strategies, Currency, Securities, Electronic Trading, Analysis, Risk Management, FINRA, Financial Risk, AML, Capital Markets
Education
Roosevelt University 2009 — 2012
MSA, Forensic Accounting
Grand Valley State University 2003 — 2006
BS, Advertising and PR
Dorcas Nyaga, MBA Dorcas Nyaga, MBA's TD Ameritrade Experience October 2011 - April 2012
Job Sr/Lead Systems QA Analyst (QA Engineer), Insourcing & International Trade Services at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2012 - Present
TD Ameritrade October 2011 - April 2012
Wachovia, A Wells Fargo Company March 2010 - September 2011
PNC Global Investment Servicing - Albridge Solutions 2010 - 2010
PNC Bank 2009 - 2009
JP Morgan Chase 2009 - 2009
National City Bank 2007 - 2009
ABSI 2005 - 2009
Skills
Process Improvement, Requirements Analysis, SDLC, Software Documentation, Access, Visio, Business Process, Requirements Gathering, User Acceptance Testing, Quality Center, Business Intelligence, Software Quality..., SharePoint, Vendor Management, Agile Methodologies, HP Quality Center
Education
Franklin University 2005 — 2006
MBA, Finance
Wells Fargo April 2012 - Present
TD Ameritrade October 2011 - April 2012
Wachovia, A Wells Fargo Company March 2010 - September 2011
PNC Global Investment Servicing - Albridge Solutions 2010 - 2010
PNC Bank 2009 - 2009
JP Morgan Chase 2009 - 2009
National City Bank 2007 - 2009
ABSI 2005 - 2009
Skills
Process Improvement, Requirements Analysis, SDLC, Software Documentation, Access, Visio, Business Process, Requirements Gathering, User Acceptance Testing, Quality Center, Business Intelligence, Software Quality..., SharePoint, Vendor Management, Agile Methodologies, HP Quality Center
Education
Franklin University 2005 — 2006
MBA, Finance
Chesley Spencer Chesley Spencer's TD Ameritrade Experience November 2011 - Present
Job Product Manager Active Trader Group at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2011 - Present
TD Ameritrade April 2011 - November 2011
TD Ameritrade March 2009 - April 2011
Wells Fargo August 2008 - February 2009
Clark Reed and Associates June 2007 - July 2008
Skills
Software Project..., Technical Writing, Series 7, Series 63, Series 3, Brokerage, Options, Futures, Creative Writing, Proposal Drafting, Surveying, Teaching Writing, Software Quality..., Series 24, Management, Electronic Trading, Proposal Writing, Securities, Financial Services, FINRA, Trading, ETFs, Equities, Mutual Funds, Investments, Risk Management, Trading Systems, Portfolio Management, Derivatives
Education
Fort Lewis College 2002 — 2006
Bachelor of Arts (B.A.), Political Science (Spanish Minor)
TD Ameritrade November 2011 - Present
TD Ameritrade April 2011 - November 2011
TD Ameritrade March 2009 - April 2011
Wells Fargo August 2008 - February 2009
Clark Reed and Associates June 2007 - July 2008
Skills
Software Project..., Technical Writing, Series 7, Series 63, Series 3, Brokerage, Options, Futures, Creative Writing, Proposal Drafting, Surveying, Teaching Writing, Software Quality..., Series 24, Management, Electronic Trading, Proposal Writing, Securities, Financial Services, FINRA, Trading, ETFs, Equities, Mutual Funds, Investments, Risk Management, Trading Systems, Portfolio Management, Derivatives
Education
Fort Lewis College 2002 — 2006
Bachelor of Arts (B.A.), Political Science (Spanish Minor)
Rubayeth Kamal Rubayeth Kamal's TD Ameritrade Experience January 2008 - January 2010
Job Systems Analyst at HDR
Industry Information Technology and Services
Experience
HDR July 2012 - Present
HDR June 2010 - June 2012
TD Ameritrade January 2008 - January 2010
Bass and Associates January 2006 - January 2008
CardioMEMS, Inc. January 2000 - May 2002
Skills
.Net, Silverlight/WPF, SQL, Software Development, Web Applications, .NET, Test Automation, Microsoft SQL Server
Education
University of Nebraska at Omaha 2006 — 2008
MS, Information Systems
Georgia Institute of Technology 1999 — 2002
BS, Electrical Engineering
HDR July 2012 - Present
HDR June 2010 - June 2012
TD Ameritrade January 2008 - January 2010
Bass and Associates January 2006 - January 2008
CardioMEMS, Inc. January 2000 - May 2002
Skills
.Net, Silverlight/WPF, SQL, Software Development, Web Applications, .NET, Test Automation, Microsoft SQL Server
Education
University of Nebraska at Omaha 2006 — 2008
MS, Information Systems
Georgia Institute of Technology 1999 — 2002
BS, Electrical Engineering
Alex Teyf Alex Teyf's TD Ameritrade Experience May 2012 - Present
Job Director, Mutual Funds and ETF Platforms
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
TD Ameritrade July 2011 - May 2012
TD Ameritrade February 2009 - June 2011
E*TRADE Financial September 2008 - January 2009
E*TRADE April 2006 - September 2008
E*TRADE Financial February 2003 - March 2006
E*TRADE Financial June 2002 - February 2003
E*TRADE Financial November 1998 - June 2002
Skills
Business Analysis, Wealth Management, Brokerage, Risk, Back Office, mutual funds, ETFs, Process Improvement, Call Center Development, Hedge Funds, Alternative Investments, Arbitration, Product Development, Product Management, Operations Management, Sales Management, Internet Banking, Branch Management, Social Media Marketing, Internet Entrepreneur, Six Sigma, Disruptive Technologies, Bill Payment, Project Management, Contract Negotiation, Contract Management, Vendor Management, Vendor Management Skills, Vendor Management..., Mutual Funds, Financial Risk, Risk Management, Financial Services, Equities, Securities, Series 63, Due Diligence, Morningstar, FINRA, Competitive Analysis, Portfolio Management, Analysis, Options, Asset Allocation, Investments, Series 7, Financial Advisory, Fixed Income, Series 24, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute
Georgia State University - J. Mack Robinson College of Business 1993 — 1997
Bachelors of Business Administration, Economics
TD Ameritrade May 2012 - Present
TD Ameritrade July 2011 - May 2012
TD Ameritrade February 2009 - June 2011
E*TRADE Financial September 2008 - January 2009
E*TRADE April 2006 - September 2008
E*TRADE Financial February 2003 - March 2006
E*TRADE Financial June 2002 - February 2003
E*TRADE Financial November 1998 - June 2002
Skills
Business Analysis, Wealth Management, Brokerage, Risk, Back Office, mutual funds, ETFs, Process Improvement, Call Center Development, Hedge Funds, Alternative Investments, Arbitration, Product Development, Product Management, Operations Management, Sales Management, Internet Banking, Branch Management, Social Media Marketing, Internet Entrepreneur, Six Sigma, Disruptive Technologies, Bill Payment, Project Management, Contract Negotiation, Contract Management, Vendor Management, Vendor Management Skills, Vendor Management..., Mutual Funds, Financial Risk, Risk Management, Financial Services, Equities, Securities, Series 63, Due Diligence, Morningstar, FINRA, Competitive Analysis, Portfolio Management, Analysis, Options, Asset Allocation, Investments, Series 7, Financial Advisory, Fixed Income, Series 24, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute
Georgia State University - J. Mack Robinson College of Business 1993 — 1997
Bachelors of Business Administration, Economics
Daman Sidhu Daman Sidhu's TD Ameritrade Experience December 2009 - May 2010
Job Senior Software Engineer
Industry Financial Services
Experience
Pegasystems May 2015 - Present
Fidelity Investments March 2012 - June 2015
Tyco International May 2010 - February 2012
TD Ameritrade December 2009 - May 2010
PNC Global Investment Servicing February 2006 - November 2009
IGATE 2001 - 2006
Cyberspace infosys October 1999 - March 2001
Birla Yamaha Ltd July 1998 - September 1999
Skills
Java Enterprise Edition, Spring, Web Services, Oracle, Weblogic, SDLC, Spring Framework, Hibernate, Tomcat, Servlets, Websphere, Struts, JSP, Software Development, Java, XML, UML, SOA, Enterprise Architecture, J2EE, JDBC, DB2, MSQL, Technical Leadership, Design Patterns, Maven, Hudson, Rational Rose, Eclipse, Agile Methodologies, Web Applications, Ant, JUnit, Requirements Gathering, Requirements Analysis, Scrum, scrum master, Agile Project Management, Ruby, RSpec
Education
Gulbarga University 1994 — 1998
Bachelors, Engineering
Pegasystems May 2015 - Present
Fidelity Investments March 2012 - June 2015
Tyco International May 2010 - February 2012
TD Ameritrade December 2009 - May 2010
PNC Global Investment Servicing February 2006 - November 2009
IGATE 2001 - 2006
Cyberspace infosys October 1999 - March 2001
Birla Yamaha Ltd July 1998 - September 1999
Skills
Java Enterprise Edition, Spring, Web Services, Oracle, Weblogic, SDLC, Spring Framework, Hibernate, Tomcat, Servlets, Websphere, Struts, JSP, Software Development, Java, XML, UML, SOA, Enterprise Architecture, J2EE, JDBC, DB2, MSQL, Technical Leadership, Design Patterns, Maven, Hudson, Rational Rose, Eclipse, Agile Methodologies, Web Applications, Ant, JUnit, Requirements Gathering, Requirements Analysis, Scrum, scrum master, Agile Project Management, Ruby, RSpec
Education
Gulbarga University 1994 — 1998
Bachelors, Engineering
Tom Dancer Tom Dancer's TD Ameritrade Experience June 1998 - November 2011
Job Roast Master at Tap Dancers Specialty Coffee
Industry Retail
Experience
Tap Dancers Specialty Coffee March 2012 - Present
Card Payment Direct January 2012 - March 2012
TD Ameritrade June 1998 - November 2011
Skills
Customer Relations, Customer Service, Negotiation, Strategic Planning, Small Business, Account Management, Sales Management, Team Building, Direct Sales, Process Improvement, Public Speaking, New Business Development, Coaching, Operations Management, Marketing Strategy, Business Strategy, Risk Management, Leadership, Microsoft Excel, Vendor Management, Public Relations, Analysis, Team Leadership, Leadership Development, Start-ups, PowerPoint, Social Media Marketing, Retail, Contract Negotiation, Event Management, Sales, Financial Analysis, Management, Social Media, Advertising, Sales Operations, Entrepreneurship, Change Management, Project Management, Salesforce.com, Forecasting, Recruiting, Social Networking, Business Analysis, Budgets, Marketing, Insurance, Customer Satisfaction, Business Development, Event Planning
Education
Fuller Theological Seminary 1995 — 1997
Pierce College at Fort Steilacoom 1974 — 1976
Tap Dancers Specialty Coffee March 2012 - Present
Card Payment Direct January 2012 - March 2012
TD Ameritrade June 1998 - November 2011
Skills
Customer Relations, Customer Service, Negotiation, Strategic Planning, Small Business, Account Management, Sales Management, Team Building, Direct Sales, Process Improvement, Public Speaking, New Business Development, Coaching, Operations Management, Marketing Strategy, Business Strategy, Risk Management, Leadership, Microsoft Excel, Vendor Management, Public Relations, Analysis, Team Leadership, Leadership Development, Start-ups, PowerPoint, Social Media Marketing, Retail, Contract Negotiation, Event Management, Sales, Financial Analysis, Management, Social Media, Advertising, Sales Operations, Entrepreneurship, Change Management, Project Management, Salesforce.com, Forecasting, Recruiting, Social Networking, Business Analysis, Budgets, Marketing, Insurance, Customer Satisfaction, Business Development, Event Planning
Education
Fuller Theological Seminary 1995 — 1997
Pierce College at Fort Steilacoom 1974 — 1976
Kevan Gray's TD Ameritrade Experience October 2011 - July 2012
Job Technical Project Manager at The Buckle
Industry Retail
Experience
The Buckle January 2014 - Present
Arbor Day Foundation July 2012 - January 2014
Grace University August 2011 - May 2013
TD Ameritrade October 2011 - July 2012
TD Ameritrade February 2009 - October 2011
Skills
Project Management, Management, Process Improvement, Teaching, Technical Writing, Team Leadership, Strategic Thinking, Corporate Finance, Strategic Planning, Problem Solving, Six Sigma, Project Planning, Leadership, Team Building, Agile Methodologies, Program Management, Strategy, Customer Service, Analysis, Business Analysis, Risk Management
Education
University of Nebraska at Omaha 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Saint Joseph's University 2005 — 2006
Master's Degree, Writing Studies, 3.88
Geneva College 2001 — 2005
Bachelor's Degree, Philosophy, English, 3.88
The Buckle January 2014 - Present
Arbor Day Foundation July 2012 - January 2014
Grace University August 2011 - May 2013
TD Ameritrade October 2011 - July 2012
TD Ameritrade February 2009 - October 2011
Skills
Project Management, Management, Process Improvement, Teaching, Technical Writing, Team Leadership, Strategic Thinking, Corporate Finance, Strategic Planning, Problem Solving, Six Sigma, Project Planning, Leadership, Team Building, Agile Methodologies, Program Management, Strategy, Customer Service, Analysis, Business Analysis, Risk Management
Education
University of Nebraska at Omaha 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Saint Joseph's University 2005 — 2006
Master's Degree, Writing Studies, 3.88
Geneva College 2001 — 2005
Bachelor's Degree, Philosophy, English, 3.88
David Brodsky David Brodsky's TD Ameritrade Experience March 2015 - June 2015
Job Web Developer
Industry Computer Software
Experience
General Assembly June 2015 - Present
TD Ameritrade March 2015 - June 2015
General Assembly October 2014 - February 2015
Skills
Ruby, Ruby on Rails, JavaScript, ActiveRecord, SQL, MVC Architecture, APIs, Git, PostgreSQL, Web Development, Sinatra, HTML, HTML5, CSS, AJAX, jQuery, Github, RESTful WebServices, JSON, Test Driven Development, Object Oriented Design, Pair Programming, RSpec, Heroku, Photoshop, Sublime Text
Education
General Assembly 2014 — 2015
Web Development
General Assembly June 2015 - Present
TD Ameritrade March 2015 - June 2015
General Assembly October 2014 - February 2015
Skills
Ruby, Ruby on Rails, JavaScript, ActiveRecord, SQL, MVC Architecture, APIs, Git, PostgreSQL, Web Development, Sinatra, HTML, HTML5, CSS, AJAX, jQuery, Github, RESTful WebServices, JSON, Test Driven Development, Object Oriented Design, Pair Programming, RSpec, Heroku, Photoshop, Sublime Text
Education
General Assembly 2014 — 2015
Web Development
Carmelo Citera Carmelo Citera's TD Ameritrade Experience May 2013 - July 2013
Job User Experience Designer
Industry Design
Experience
Self Employed January 2010 - Present
Bounce Exchange August 2015 - August 2015
Gotham Air inc. October 2013 - June 2015
AmTote International August 2013 - September 2013
TD Ameritrade May 2013 - July 2013
NY1 News June 2010 - August 2010
Skills
User Experience Design, Graphic Design, Web Design, Photoshop, Microsoft Office, Graphics, Motion Graphics, Mac, Illustrator, Animation, Advertising, Layout, After Effects, User Experience, Adobe Creative Suite, Visual Effects, Dreamweaver, Lighting, InDesign, Prototype, Wire Framing, 3D Studio Max, Computer Repair, Customer Experience, Camera, Final Cut Pro
Education
General Assembly 2015 — 2015
User experience design immersive
NPower 2013 — 2013
Information Technology
Full Sail University 2008 — 2010
Bachelor of Science, Digital Art and Design
Self Employed January 2010 - Present
Bounce Exchange August 2015 - August 2015
Gotham Air inc. October 2013 - June 2015
AmTote International August 2013 - September 2013
TD Ameritrade May 2013 - July 2013
NY1 News June 2010 - August 2010
Skills
User Experience Design, Graphic Design, Web Design, Photoshop, Microsoft Office, Graphics, Motion Graphics, Mac, Illustrator, Animation, Advertising, Layout, After Effects, User Experience, Adobe Creative Suite, Visual Effects, Dreamweaver, Lighting, InDesign, Prototype, Wire Framing, 3D Studio Max, Computer Repair, Customer Experience, Camera, Final Cut Pro
Education
General Assembly 2015 — 2015
User experience design immersive
NPower 2013 — 2013
Information Technology
Full Sail University 2008 — 2010
Bachelor of Science, Digital Art and Design
Andy Reuss Andy Reuss's TD Ameritrade Experience June 2013 - August 2013
Job Research Assistant to US Senator Ben Sasse
Industry Government Administration
Experience
United States Senate May 2015 - Present
Hillsdale College May 2014 - May 2015
Hillsdale College April 2014 - May 2015
Hillsdale College May 2012 - May 2015
Hillsdale College March 2012 - May 2015
Hillsdale College April 2012 - May 2014
TD Ameritrade June 2013 - August 2013
Office of US Senator Mike Lee January 2013 - May 2013
Hillsdale College August 2012 - May 2013
Collins, Hensley & Wynn May 2012 - August 2012
Skills
Social Media, Politics, Political Campaigns, Public Policy, Political Science, Research, Public Speaking, Editing, Event Planning, Policy Analysis, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Fundraising, Social Networking
Education
Hillsdale College 2011 — 2015
Bachelor of Arts (B.A.), Politics, English
Shawe Memorial Jr./Sr. High School 2007 — 2011
United States Senate May 2015 - Present
Hillsdale College May 2014 - May 2015
Hillsdale College April 2014 - May 2015
Hillsdale College May 2012 - May 2015
Hillsdale College March 2012 - May 2015
Hillsdale College April 2012 - May 2014
TD Ameritrade June 2013 - August 2013
Office of US Senator Mike Lee January 2013 - May 2013
Hillsdale College August 2012 - May 2013
Collins, Hensley & Wynn May 2012 - August 2012
Skills
Social Media, Politics, Political Campaigns, Public Policy, Political Science, Research, Public Speaking, Editing, Event Planning, Policy Analysis, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Fundraising, Social Networking
Education
Hillsdale College 2011 — 2015
Bachelor of Arts (B.A.), Politics, English
Shawe Memorial Jr./Sr. High School 2007 — 2011
Samuel Israel Samuel Israel's TD Ameritrade Experience July 2015 - Present
Job Securities Lawyer | Compliance Professional
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2004 - October 2014
Financial Industry Regulatory Authority (FINRA) 2003 - 2004
Financial Industry Regulatory Authority (FINRA) 2000 - 2003
Miles & Stockbridge P.C. April 1994 - June 2000
Weinberg and Green September 1991 - April 1994
Levan, Schimel, Belman, and Abramson September 1988 - September 1991
Skills
Management, Securities Regulation, Anti Money Laundering, Securities Market, Broker-Dealer Compliance, Financial Regulation, Securities Litigation, Securities Fraud, Internal Investigations
Education
Georgetown University Law Center 1985 — 1988
Juris Doctor (J.D.)
University of Maryland College Park 1981 — 1985
Bachelor's Degree, Psychology, magna cum laude
TD Ameritrade July 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2004 - October 2014
Financial Industry Regulatory Authority (FINRA) 2003 - 2004
Financial Industry Regulatory Authority (FINRA) 2000 - 2003
Miles & Stockbridge P.C. April 1994 - June 2000
Weinberg and Green September 1991 - April 1994
Levan, Schimel, Belman, and Abramson September 1988 - September 1991
Skills
Management, Securities Regulation, Anti Money Laundering, Securities Market, Broker-Dealer Compliance, Financial Regulation, Securities Litigation, Securities Fraud, Internal Investigations
Education
Georgetown University Law Center 1985 — 1988
Juris Doctor (J.D.)
University of Maryland College Park 1981 — 1985
Bachelor's Degree, Psychology, magna cum laude
Lantz Cox Lantz Cox's TD Ameritrade Experience 2014 - Present
Job Financial Services
Industry Financial Services
Experience
TD Ameritrade 2014 - Present
First Community Bank 2008 - 2013
BB&T 2006 - 2008
Skills
Series 7, Series 65, Series 6, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Banking, Loans, Business Development, Personal Financial..., Business Networking, Financial Advisory
Education
Francis Marion University
Bachelor's degree, Political Science
TD Ameritrade 2014 - Present
First Community Bank 2008 - 2013
BB&T 2006 - 2008
Skills
Series 7, Series 65, Series 6, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Banking, Loans, Business Development, Personal Financial..., Business Networking, Financial Advisory
Education
Francis Marion University
Bachelor's degree, Political Science
Larry Bettino Larry Bettino's TD Ameritrade Experience November 2014 - Present
Job Director at TD Ameritrade
Industry Venture Capital & Private Equity
Experience
TD Ameritrade November 2014 - Present
StarVest Partners May 2006 - Present
Warburg Pincus LLC September 2001 - April 2006
Baker Capital August 1996 - August 2001
Dillon Read Venture Capital July 1989 - June 1996
Skills
Venture Capital, Private Equity, Entrepreneurship, Corporate Development, Business Strategy, Business Planning, Mergers & Acquisitions, Due Diligence, Start-ups, Investments, Financial Modeling, Software, Cloud Computing, SaaS, Equities, Asset Management, E-commerce, Angel Investing, Pricing Strategy, Valuation, Executive Management, Board of Directors, Analytics, Information Management, Strategic Partnerships, Channel Partners, Social Media, Mobile Applications, Go-to-market Strategy, Online Advertising, Online Marketing, Human Resources
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 1978 — 1982
Bachelor of Science (BS), Electrical Engineering
TD Ameritrade November 2014 - Present
StarVest Partners May 2006 - Present
Warburg Pincus LLC September 2001 - April 2006
Baker Capital August 1996 - August 2001
Dillon Read Venture Capital July 1989 - June 1996
Skills
Venture Capital, Private Equity, Entrepreneurship, Corporate Development, Business Strategy, Business Planning, Mergers & Acquisitions, Due Diligence, Start-ups, Investments, Financial Modeling, Software, Cloud Computing, SaaS, Equities, Asset Management, E-commerce, Angel Investing, Pricing Strategy, Valuation, Executive Management, Board of Directors, Analytics, Information Management, Strategic Partnerships, Channel Partners, Social Media, Mobile Applications, Go-to-market Strategy, Online Advertising, Online Marketing, Human Resources
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 1978 — 1982
Bachelor of Science (BS), Electrical Engineering
Caroline Morgan Caroline Morgan's TD Ameritrade Experience March 2015 - Present
Job Web Developer Apprentice at TD Ameritrade
Industry Internet
Experience
TD Ameritrade March 2015 - Present
General Assembly October 2014 - February 2015
KAYAK April 2012 - August 2014
KAYAK October 2010 - April 2012
Skills
Web Analytics, Product Management, Programming, Online Advertising, Ruby on Rails, Start-ups, Advertising, JavaScript, PPC, jQuery, Backbone.js, Analytics, PostgreSQL, ActiveRecord, AJAX, Competitive Analysis, Digital Strategy, User Experience, Salesforce.com, Display Advertising, Ruby, Web Development
Education
Vanderbilt University
Managerial Financial Economics, Medicine Health and Society, Finance
General Assembly
TD Ameritrade March 2015 - Present
General Assembly October 2014 - February 2015
KAYAK April 2012 - August 2014
KAYAK October 2010 - April 2012
Skills
Web Analytics, Product Management, Programming, Online Advertising, Ruby on Rails, Start-ups, Advertising, JavaScript, PPC, jQuery, Backbone.js, Analytics, PostgreSQL, ActiveRecord, AJAX, Competitive Analysis, Digital Strategy, User Experience, Salesforce.com, Display Advertising, Ruby, Web Development
Education
Vanderbilt University
Managerial Financial Economics, Medicine Health and Society, Finance
General Assembly
Christopher M. Chiddix Christopher M. Chiddix's TD Ameritrade Experience March 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2013 - Present
The Prudential Insurance Company of America, Newark, NJ December 2009 - April 2013
Young Professionals of Dunwoody 2012 - 2012
GV Financial Advisors January 2008 - May 2009
Skills
Financial Advisory, Strategic Investment, Retirement Planning, Life Insurance, Annuities, Long Term Care
Education
Georgia State University - J. Mack Robinson College of Business
Bachelors, Investment Finance
Georgia Perimeter College 2004 — 2006
Business Administration
TD Ameritrade March 2013 - Present
The Prudential Insurance Company of America, Newark, NJ December 2009 - April 2013
Young Professionals of Dunwoody 2012 - 2012
GV Financial Advisors January 2008 - May 2009
Skills
Financial Advisory, Strategic Investment, Retirement Planning, Life Insurance, Annuities, Long Term Care
Education
Georgia State University - J. Mack Robinson College of Business
Bachelors, Investment Finance
Georgia Perimeter College 2004 — 2006
Business Administration
Robert Volz, PE Robert Volz, PE's TD Ameritrade Experience July 1999 - June 2007
Job Federal Market Sector Leader & Risk Control at Boyd Jones Construction
Industry Construction
Experience
Boyd Jones Construction September 2015 - Present
Boyd Jones Construction January 2008 - August 2015
TD Ameritrade July 1999 - June 2007
Omaha District, US Army Corps of Engineers July 1996 - July 1999
US Army Training & Doctrine Command June 1994 - June 1996
Walla Walla District, US Army Corps of Engineers November 1990 - June 1993
Wilmington District, US Army Corps of Engineers July 1989 - October 1990
Supreme Headquarters Allied Powers Europe June 1986 - June 1989
US Army Corps of Engineers June 1973 - May 1986
Skills
Leadership, Program Management, Management, Construction Management, Construction, Command, Military, Project Planning, Army, Budgets, Team Leadership, Procurement, Risk Management, Engineering, Facilities Management, Project Management
Education
Rice University 1973 — 1975
MS, Civil Engineering
Georgia Institute of Technology 1969 — 1973
BCE, Civil Engineering
U.S. Army War College 1993 — 1994
Strategy, National Security Policy & Leadership
Boyd Jones Construction September 2015 - Present
Boyd Jones Construction January 2008 - August 2015
TD Ameritrade July 1999 - June 2007
Omaha District, US Army Corps of Engineers July 1996 - July 1999
US Army Training & Doctrine Command June 1994 - June 1996
Walla Walla District, US Army Corps of Engineers November 1990 - June 1993
Wilmington District, US Army Corps of Engineers July 1989 - October 1990
Supreme Headquarters Allied Powers Europe June 1986 - June 1989
US Army Corps of Engineers June 1973 - May 1986
Skills
Leadership, Program Management, Management, Construction Management, Construction, Command, Military, Project Planning, Army, Budgets, Team Leadership, Procurement, Risk Management, Engineering, Facilities Management, Project Management
Education
Rice University 1973 — 1975
MS, Civil Engineering
Georgia Institute of Technology 1969 — 1973
BCE, Civil Engineering
U.S. Army War College 1993 — 1994
Strategy, National Security Policy & Leadership
Steve L Richert Steve L Richert's TD Ameritrade Experience June 1999 - October 2003
Job Well Control Instructor at Wild Well Control, Inc
Industry Oil & Energy
Experience
Wild Well Control January 2012 - Present
Ensign Energy Services June 2006 - January 2012
U.S. Bank October 2003 - June 2006
TD Ameritrade June 1999 - October 2003
Skills
Petroleum, Onshore, Drilling, Gas, Oil/Gas, Offshore Drilling, Safety Management..., Energy, Oilfield, Inspection, Natural Gas, Occupational Health, Oil & Gas, Upstream, Supervisory Skills
Education
Grace University 1987 — 1992
Bachelor of Arts (B.A.), History & Philosophy
University of Oklahoma 1971 — 1975
Engineering
Wild Well Control January 2012 - Present
Ensign Energy Services June 2006 - January 2012
U.S. Bank October 2003 - June 2006
TD Ameritrade June 1999 - October 2003
Skills
Petroleum, Onshore, Drilling, Gas, Oil/Gas, Offshore Drilling, Safety Management..., Energy, Oilfield, Inspection, Natural Gas, Occupational Health, Oil & Gas, Upstream, Supervisory Skills
Education
Grace University 1987 — 1992
Bachelor of Arts (B.A.), History & Philosophy
University of Oklahoma 1971 — 1975
Engineering
Ellie Clinch Ellie Clinch's TD Ameritrade Experience May 2013 - August 2013
Job Management Trainee at First National Bank of Omaha
Industry Banking
Experience
First National Bank of Omaha June 2015 - Present
Hastings College January 2013 - Present
C.H. Robinson May 2014 - August 2014
TD Ameritrade May 2013 - August 2013
U.S. Bank June 2009 - January 2013
Skills
Public Speaking, PowerPoint, Customer Service, Fundraising, Social Media, Management, Writing, Editing
Education
Hastings College 2011 — 2015
Bachelor of Arts (B.A.), Economics; Marketing
First National Bank of Omaha June 2015 - Present
Hastings College January 2013 - Present
C.H. Robinson May 2014 - August 2014
TD Ameritrade May 2013 - August 2013
U.S. Bank June 2009 - January 2013
Skills
Public Speaking, PowerPoint, Customer Service, Fundraising, Social Media, Management, Writing, Editing
Education
Hastings College 2011 — 2015
Bachelor of Arts (B.A.), Economics; Marketing
Kareem Sallam's TD Ameritrade Experience November 2014 - February 2015
Job Personal Banker at Citizens Bank, CPA Candidate
Industry Financial Services
Experience
Citizens Bank November 2014 - Present
TD Ameritrade November 2014 - February 2015
Wells Fargo January 2012 - November 2014
W. B. McAllister office, CPA February 2012 - December 2013
Walmart October 2010 - December 2011
Skills
Microsoft Word, Microsoft Excel, Tax Accounting, Tax Preparation, Tax Returns, Financial Accounting, Cost Accounting
Education
Helwan University Cairo 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Citizens Bank November 2014 - Present
TD Ameritrade November 2014 - February 2015
Wells Fargo January 2012 - November 2014
W. B. McAllister office, CPA February 2012 - December 2013
Walmart October 2010 - December 2011
Skills
Microsoft Word, Microsoft Excel, Tax Accounting, Tax Preparation, Tax Returns, Financial Accounting, Cost Accounting
Education
Helwan University Cairo 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jose G. Vasquez Jose G. Vasquez's TD Ameritrade Experience 1999 - 2006
Job SJPD
Industry Law Enforcement
Experience
San Jose police October 2014 - Present
City of Middletown, NY June 2006 - Present
TD Ameritrade 1999 - 2006
Skills
Criminal Investigations, Evidence, Interrogation, Enforcement, Crime Prevention, Criminal Justice, Police, Firearms, Law Enforcement, Private Investigations, Surveillance, Leadership, Public Speaking, Public Safety, Emergency Management, Internal Investigations, Homeland Security
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics, Minor: Spanish
San Jose police October 2014 - Present
City of Middletown, NY June 2006 - Present
TD Ameritrade 1999 - 2006
Skills
Criminal Investigations, Evidence, Interrogation, Enforcement, Crime Prevention, Criminal Justice, Police, Firearms, Law Enforcement, Private Investigations, Surveillance, Leadership, Public Speaking, Public Safety, Emergency Management, Internal Investigations, Homeland Security
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics, Minor: Spanish
Peter Sidebottom Peter Sidebottom's TD Ameritrade Experience 2009 - 2012
Job Senior Business Leader, Advisor, and Entrepreneur
Industry Financial Services
Experience
AspenWood Risk Solutions 2013 - Present
Van Eck Global 2012 - Present
PwC/Strategy& February 2015 - Present
Bain & Company 2012 - 2014
TD Ameritrade 2009 - 2012
Wachovia, A Wells Fargo Company 2003 - 2008
McKinsey & Company 1991 - 2003
Stanford University 1988 - 1991
City of San Antonio 1985 - 1986
Skills
Business Process..., Performance Improvement, Corporate Development, Private Equity, Management Consulting, Analytics, Start-ups, Cross-functional Team..., Mergers, Financial Services, Risk Management, Change Management, Growth Strategies, Financial Modeling, Business Analysis, Finance, Venture Capital, Project Management, Strategic Planning, Wealth Management, Banking, Financial Analysis, Strategy, Marketing, Portfolio Management, Program Management, Acquisition Integration, Marketing Strategy, Business Transformation, Valuation, Executive Management, Asset Management, Leadership, Business Strategy, Strategic Partnerships, Organizational Design, Management, Segmentation, Competitive Analysis, Strategic Consulting, Mergers & Acquisitions, Due Diligence, Process Improvement, Investments, Business Development, Business Planning, Entrepreneurship, Consulting
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1981 — 1985
BA, Public Policy
AspenWood Risk Solutions 2013 - Present
Van Eck Global 2012 - Present
PwC/Strategy& February 2015 - Present
Bain & Company 2012 - 2014
TD Ameritrade 2009 - 2012
Wachovia, A Wells Fargo Company 2003 - 2008
McKinsey & Company 1991 - 2003
Stanford University 1988 - 1991
City of San Antonio 1985 - 1986
Skills
Business Process..., Performance Improvement, Corporate Development, Private Equity, Management Consulting, Analytics, Start-ups, Cross-functional Team..., Mergers, Financial Services, Risk Management, Change Management, Growth Strategies, Financial Modeling, Business Analysis, Finance, Venture Capital, Project Management, Strategic Planning, Wealth Management, Banking, Financial Analysis, Strategy, Marketing, Portfolio Management, Program Management, Acquisition Integration, Marketing Strategy, Business Transformation, Valuation, Executive Management, Asset Management, Leadership, Business Strategy, Strategic Partnerships, Organizational Design, Management, Segmentation, Competitive Analysis, Strategic Consulting, Mergers & Acquisitions, Due Diligence, Process Improvement, Investments, Business Development, Business Planning, Entrepreneurship, Consulting
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1981 — 1985
BA, Public Policy
Beth Sabin, CFA Beth Sabin, CFA's TD Ameritrade Experience February 2015 - Present
Job Director, Digital Guidance & Guidance Strategy at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade August 2012 - January 2013
TD Ameritrade November 2011 - August 2012
TD Ameritrade August 2010 - November 2011
J.P. Morgan September 2008 - July 2010
JPMorgan February 2008 - September 2008
JPMorgan September 2006 - January 2008
Lehman Brothers July 2005 - August 2006
Skills
Chartered Financial..., Strategy, Quantitative Analytics, Analytics, Financial Analysis, Financial Modeling, Financial Services, Asset Managment, Valuation, Investments, Mutual Funds, Securities, Investment Banking, Hedge Funds, Alternative Investments, Business Strategy, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
Executive Education, The Advanced Strategy Program
Harvard University 2001 — 2005
A.B., Social Studies
TD Ameritrade February 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade August 2012 - January 2013
TD Ameritrade November 2011 - August 2012
TD Ameritrade August 2010 - November 2011
J.P. Morgan September 2008 - July 2010
JPMorgan February 2008 - September 2008
JPMorgan September 2006 - January 2008
Lehman Brothers July 2005 - August 2006
Skills
Chartered Financial..., Strategy, Quantitative Analytics, Analytics, Financial Analysis, Financial Modeling, Financial Services, Asset Managment, Valuation, Investments, Mutual Funds, Securities, Investment Banking, Hedge Funds, Alternative Investments, Business Strategy, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
Executive Education, The Advanced Strategy Program
Harvard University 2001 — 2005
A.B., Social Studies
Zachary K. Perkins's TD Ameritrade Experience October 2014 - March 2015
Job Application Administrator
Industry Internet
Experience
Northrop Grumman Corporation August 2015 - Present
Theologues LLC April 2014 - Present
First Data Corporation March 2015 - July 2015
TD Ameritrade October 2014 - March 2015
LinkedIn September 2012 - July 2014
LinkedIn August 2007 - September 2012
Skills
Customer Service, LinkedIn, Customer Satisfaction, Social Networking, Problem Solving, Social Media, Technical Support, CSS, Networking, Web Development, Account Management, Customer Experience, Troubleshooting, Training, Product Support, Writing, Social Media Marketing, WordPress, XHTML, Bug Tracking, Content Management, Content Strategy, Copywriting, Public Speaking, SEO, Project Management, javascript, jQuery, HTML5, Bootstrap, AngularJS, Microsoft Word, FTP, Creative Writing, Web Content Creation, Podcasting, Audio Post Production, Web Content Management, Copy Editing, Proofreading, Photoshop, GIMP, Basecamp, Freelance Writing, SEO Copywriting, JIRA, Glassfish, Agile Project Management, Oracle Applications, J2EE Web Services
Education
University of Nebraska at Omaha
Bachelor's Degree, English
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Metropolitan Community College 2005 — 2015
Associate’s Degree, General Studies, with an emphasis in History and Information Technology, 3.0 GPA
Christian Liberty Academy Satellite School 1999 — 2003
High School, 3.3 GPA
Northrop Grumman Corporation August 2015 - Present
Theologues LLC April 2014 - Present
First Data Corporation March 2015 - July 2015
TD Ameritrade October 2014 - March 2015
LinkedIn September 2012 - July 2014
LinkedIn August 2007 - September 2012
Skills
Customer Service, LinkedIn, Customer Satisfaction, Social Networking, Problem Solving, Social Media, Technical Support, CSS, Networking, Web Development, Account Management, Customer Experience, Troubleshooting, Training, Product Support, Writing, Social Media Marketing, WordPress, XHTML, Bug Tracking, Content Management, Content Strategy, Copywriting, Public Speaking, SEO, Project Management, javascript, jQuery, HTML5, Bootstrap, AngularJS, Microsoft Word, FTP, Creative Writing, Web Content Creation, Podcasting, Audio Post Production, Web Content Management, Copy Editing, Proofreading, Photoshop, GIMP, Basecamp, Freelance Writing, SEO Copywriting, JIRA, Glassfish, Agile Project Management, Oracle Applications, J2EE Web Services
Education
University of Nebraska at Omaha
Bachelor's Degree, English
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Metropolitan Community College 2005 — 2015
Associate’s Degree, General Studies, with an emphasis in History and Information Technology, 3.0 GPA
Christian Liberty Academy Satellite School 1999 — 2003
High School, 3.3 GPA
Andy Haag Andy Haag's TD Ameritrade Experience January 2007 - Present
Job employee at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2007 - Present
other brokerage firms June 2000 - December 2006
Skills
Series 7, Wealth Management, Financial Services, Trading
Education
Grove City College 1996 — 2000
Bachelor of Science (BS), Financial Management
TD Ameritrade January 2007 - Present
other brokerage firms June 2000 - December 2006
Skills
Series 7, Wealth Management, Financial Services, Trading
Education
Grove City College 1996 — 2000
Bachelor of Science (BS), Financial Management
Asif Rafik Asif Rafik's TD Ameritrade Experience October 2007 - October 2008
Job Senior Business Analyst at Life Time Fitness
Industry Health, Wellness and Fitness
Experience
Life Time Fitness July 2013 - Present
Life Time Fitness March 2011 - June 2013
First Tennessee Bank March 2009 - March 2011
TD Ameritrade October 2007 - October 2008
Skills
Requirements Gathering, Software Documentation, Business Process, Business Analysis, Business Requirements, Business Process..., Team Leadership, Requirements Analysis, Enterprise Software, SDLC, Leadership, ETL, Business Intelligence, Analysis
Education
Illinois Institute of Technology 2006 — 2008
MBA, Business Administration
Gustavus Adolphus College 2001 — 2004
BBA, Financial Economics
Life Time Fitness July 2013 - Present
Life Time Fitness March 2011 - June 2013
First Tennessee Bank March 2009 - March 2011
TD Ameritrade October 2007 - October 2008
Skills
Requirements Gathering, Software Documentation, Business Process, Business Analysis, Business Requirements, Business Process..., Team Leadership, Requirements Analysis, Enterprise Software, SDLC, Leadership, ETL, Business Intelligence, Analysis
Education
Illinois Institute of Technology 2006 — 2008
MBA, Business Administration
Gustavus Adolphus College 2001 — 2004
BBA, Financial Economics
Christopher Leotta Christopher Leotta's TD Ameritrade Experience October 2013 - Present
Job Client Services Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade October 2012 - October 2013
DSW September 2008 - September 2012
EXPRESS December 2005 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Customer Service, Merchandising, Inventory Management, Training, SWOT analysis, Research, Budgets, Time Management, Management, Project Management, Sales, Leadership, Retail, Employee Training
Education
George Mason University 2004 — 2011
Bachelor's degree, Business Administration and Management, General
TD Ameritrade October 2013 - Present
TD Ameritrade October 2012 - October 2013
DSW September 2008 - September 2012
EXPRESS December 2005 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Customer Service, Merchandising, Inventory Management, Training, SWOT analysis, Research, Budgets, Time Management, Management, Project Management, Sales, Leadership, Retail, Employee Training
Education
George Mason University 2004 — 2011
Bachelor's degree, Business Administration and Management, General
Jeff Chiappetta's TD Ameritrade Experience October 2010 - Present
Job Managing Director, Institutional Trading and Fixed Income at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2010 - Present
FINRA July 2003 - Present
Charles Schwab April 2007 - October 2010
Charles Schwab November 2004 - April 2007
Charles Schwab September 1993 - November 2004
Skills
Series 7, Series 63, Series 24, Series 8, Series 4, Equities, FINRA, Fixed Income, Sales Management, Strategy, Trading, Options Strategies, Options, Mutual Funds, Futures Trading
Education
Hanover College 1989 — 1993
BA, Business Administration
TD Ameritrade October 2010 - Present
FINRA July 2003 - Present
Charles Schwab April 2007 - October 2010
Charles Schwab November 2004 - April 2007
Charles Schwab September 1993 - November 2004
Skills
Series 7, Series 63, Series 24, Series 8, Series 4, Equities, FINRA, Fixed Income, Sales Management, Strategy, Trading, Options Strategies, Options, Mutual Funds, Futures Trading
Education
Hanover College 1989 — 1993
BA, Business Administration
Brian E. McGonegal, SPHR's TD Ameritrade Experience July 2009 - December 2010
Job Strategic Human Resources Business Partner
Industry Human Resources
Experience
Restaurant Technologies, Inc. November 2014 - Present
McGonegal & Associates, LLC March 2014 - February 2015
Keurig Green Mountain, Inc. April 2014 - October 2014
Dealer.com March 2013 - March 2014
National Life Group December 2010 - March 2013
TD Ameritrade July 2009 - December 2010
Allianz Life October 2005 - March 2009
G&K Services February 2002 - October 2005
Human Resource Dimensions September 1999 - February 2002
Safeco Insurance Companies August 1994 - August 1999
Education
Georgia State University
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Human Resources Certification Institute
Senior Professional in Human Resources Certification (SPHR), Human Resources Certification
Restaurant Technologies, Inc. November 2014 - Present
McGonegal & Associates, LLC March 2014 - February 2015
Keurig Green Mountain, Inc. April 2014 - October 2014
Dealer.com March 2013 - March 2014
National Life Group December 2010 - March 2013
TD Ameritrade July 2009 - December 2010
Allianz Life October 2005 - March 2009
G&K Services February 2002 - October 2005
Human Resource Dimensions September 1999 - February 2002
Safeco Insurance Companies August 1994 - August 1999
Education
Georgia State University
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Human Resources Certification Institute
Senior Professional in Human Resources Certification (SPHR), Human Resources Certification
Avanti Mehta Avanti Mehta's TD Ameritrade Experience October 2010 - June 2014
Job UX Designer [Design & Strategy] Looking for opportunities
Industry Design
Experience
SpiritualWorkout [Freelance] April 2015 - Present
General Assembly November 2014 - February 2015
MixnCreate July 2014 - October 2014
TD Ameritrade October 2010 - June 2014
MixnCreate August 2010 - December 2010
Ross Stores, Inc. November 2009 - November 2010
Piatra Junior Plus April 2009 - August 2009
Amritlakshmi Machine Works October 2007 - July 2008
Nipuna Services Limited May 2005 - October 2006
Nipuna Services Limited '[Applied Gravity' Animation Co.] May 2004 - April 2005
Skills
Analysis, Graphic Design, User Experience Design, Adobe Creative Suite, Photoshop, Usability, Wireframes, Video, Analytics, Illustrator, User Research, User Interface Design, Social Media Marketing, Video Editing, After Effects, Information Architecture, Video Production, Corporate Communications, Computer Animation, Adobe Design Programs, InDesign, Design Strategy, Sketching, Premiere, Final Cut Pro, Animation, Corporate Branding, Travel Photography, Equities, Usability Testing, User-centered Design, Content Strategy
Education
General Assembly 2014 — 2015
UX Design Immersive Program, User Experience
University of Western Sydney 2001 — 2003
Bachelor's degree, Communication, Media & Video Production
Stella Maris College 1996 — 1999
Bachelor of Arts (B.A.), History of Fine Arts
SpiritualWorkout [Freelance] April 2015 - Present
General Assembly November 2014 - February 2015
MixnCreate July 2014 - October 2014
TD Ameritrade October 2010 - June 2014
MixnCreate August 2010 - December 2010
Ross Stores, Inc. November 2009 - November 2010
Piatra Junior Plus April 2009 - August 2009
Amritlakshmi Machine Works October 2007 - July 2008
Nipuna Services Limited May 2005 - October 2006
Nipuna Services Limited '[Applied Gravity' Animation Co.] May 2004 - April 2005
Skills
Analysis, Graphic Design, User Experience Design, Adobe Creative Suite, Photoshop, Usability, Wireframes, Video, Analytics, Illustrator, User Research, User Interface Design, Social Media Marketing, Video Editing, After Effects, Information Architecture, Video Production, Corporate Communications, Computer Animation, Adobe Design Programs, InDesign, Design Strategy, Sketching, Premiere, Final Cut Pro, Animation, Corporate Branding, Travel Photography, Equities, Usability Testing, User-centered Design, Content Strategy
Education
General Assembly 2014 — 2015
UX Design Immersive Program, User Experience
University of Western Sydney 2001 — 2003
Bachelor's degree, Communication, Media & Video Production
Stella Maris College 1996 — 1999
Bachelor of Arts (B.A.), History of Fine Arts
James Lacher's TD Ameritrade Experience January 1995 - June 1997
Job Bus Operator at San Luis Obispo Regional Transit Authority
Industry Transportation/Trucking/Railroad
Experience
San Luis Obispo Regional Transit Authority May 2013 - Present
Domino's Pizza November 2007 - June 2015
Intuit September 2009 - September 2010
National Jewish Hospital December 2007 - June 2008
Pizza Enterprises June 2005 - October 2007
LPL Financial 1999 - 2001
TD Ameritrade January 1995 - June 1997
Skills
Customer Service, Social Networking, Sales Management, Quickbooks, Facebook, Social Media Marketing, Marketing, QuickBooks, Retail, Management, Recruiting, Training, Coaching, Sales, Leadership Development, Time Management, Leadership, Customer Satisfaction, Inventory Management, Small Business, Analysis, Team Building, Outlook
Education
San Diego State University-California State University 1997 — 1999
Bachelor's, Business - Info Systems
Grossmont College 1991 — 1997
Associate's, General
Grossmont High School 1989 — 1990
Diploma, General
Patrick Henry 1987 — 1989
San Luis Obispo Regional Transit Authority May 2013 - Present
Domino's Pizza November 2007 - June 2015
Intuit September 2009 - September 2010
National Jewish Hospital December 2007 - June 2008
Pizza Enterprises June 2005 - October 2007
LPL Financial 1999 - 2001
TD Ameritrade January 1995 - June 1997
Skills
Customer Service, Social Networking, Sales Management, Quickbooks, Facebook, Social Media Marketing, Marketing, QuickBooks, Retail, Management, Recruiting, Training, Coaching, Sales, Leadership Development, Time Management, Leadership, Customer Satisfaction, Inventory Management, Small Business, Analysis, Team Building, Outlook
Education
San Diego State University-California State University 1997 — 1999
Bachelor's, Business - Info Systems
Grossmont College 1991 — 1997
Associate's, General
Grossmont High School 1989 — 1990
Diploma, General
Patrick Henry 1987 — 1989
Damani Barham's TD Ameritrade Experience September 2014 - Present
Job Investments
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
Morgan Stanley Wealth Management November 2013 - February 2014
Elite Daily February 2013 - September 2013
Socially Relevant, Inc. July 2011 - September 2013
CW3 Public Relations January 2013 - March 2013
Venture IAB February 2007 - August 2012
Island Def Jam Music Group 2001 - 2003
Skills
Strategic Partnerships, Business Strategy, Start-ups, Entertainment, Financial Services, Financial Markets, New Business Development, Social Media, Social Media Marketing, Digital Media, Social Networking, New Media, Marketing, Television, Mobile Devices, Online Marketing, Digital Marketing, Sales, Media Relations, Marketing Strategy, Event Management, Public Relations, Business Development, Film, Digital Strategy, Entrepreneurship, Strategic Planning, Content Strategy, Brand Development, Mobile Marketing, Film Production, Publicity, Advertising, Integrated Marketing, Project Management, Strategy, Mobile Applications, Management Consulting, Facebook, Event Planning, Music, Market Research, Management, Leadership, Finance
Education
Grambling State University 1997 — 2003
Bachelor of Arts (B.A.), Political Science
TD Ameritrade September 2014 - Present
Morgan Stanley Wealth Management November 2013 - February 2014
Elite Daily February 2013 - September 2013
Socially Relevant, Inc. July 2011 - September 2013
CW3 Public Relations January 2013 - March 2013
Venture IAB February 2007 - August 2012
Island Def Jam Music Group 2001 - 2003
Skills
Strategic Partnerships, Business Strategy, Start-ups, Entertainment, Financial Services, Financial Markets, New Business Development, Social Media, Social Media Marketing, Digital Media, Social Networking, New Media, Marketing, Television, Mobile Devices, Online Marketing, Digital Marketing, Sales, Media Relations, Marketing Strategy, Event Management, Public Relations, Business Development, Film, Digital Strategy, Entrepreneurship, Strategic Planning, Content Strategy, Brand Development, Mobile Marketing, Film Production, Publicity, Advertising, Integrated Marketing, Project Management, Strategy, Mobile Applications, Management Consulting, Facebook, Event Planning, Music, Market Research, Management, Leadership, Finance
Education
Grambling State University 1997 — 2003
Bachelor of Arts (B.A.), Political Science
Wendy Cown Wendy Cown's TD Ameritrade Experience March 2007 - January 2010
Job Senior Manager, User Experience at Charles Schwab
Industry Financial Services
Experience
Open Door UX, LLC January 2010 - March 2012
TD Ameritrade March 2007 - January 2010
Columbia University July 2004 - March 2007
Columbia University 2003 - 2004
Organic 2002 - 2004
Columbia University 2001 - 2003
Arc e:Consultancy June 1999 - January 2001
Skills
Information Architecture, User-centered Design, Interaction Design, Wireframes, Usability, Usability Testing, User Experience, User Interface Design, User Experience Design, OmniGraffle, Experience Design, Heuristic Evaluation, Site Maps, Content Strategy, Creative Direction, User Research, Web Development, Rapid Prototyping, User Interface, Wire Framing, Persona, User Scenarios, Usability Engineering, Mobile Design, Visual Design
Education
New York University 1997 — 1999
Masters, Interactive Telecommunications Program
Georgia Institute of Technology
BS, Science, Technology and Culture
Open Door UX, LLC January 2010 - March 2012
TD Ameritrade March 2007 - January 2010
Columbia University July 2004 - March 2007
Columbia University 2003 - 2004
Organic 2002 - 2004
Columbia University 2001 - 2003
Arc e:Consultancy June 1999 - January 2001
Skills
Information Architecture, User-centered Design, Interaction Design, Wireframes, Usability, Usability Testing, User Experience, User Interface Design, User Experience Design, OmniGraffle, Experience Design, Heuristic Evaluation, Site Maps, Content Strategy, Creative Direction, User Research, Web Development, Rapid Prototyping, User Interface, Wire Framing, Persona, User Scenarios, Usability Engineering, Mobile Design, Visual Design
Education
New York University 1997 — 1999
Masters, Interactive Telecommunications Program
Georgia Institute of Technology
BS, Science, Technology and Culture
Garari Mikel, CFP®, CRPC® Garari Mikel, CFP®, CRPC®'s TD Ameritrade Experience April 2008 - September 2014
Job Founder/President at SAM Phinancial
Industry Financial Services
Experience
SAM Phinancial September 2014 - Present
TD Ameritrade April 2008 - September 2014
Ameriprise Financial Services, Inc. June 2007 - January 2008
Skills
Wealth Management, Investments, Mutual Funds, Series 7, Alternative Investments, Financial Planning, Mobile Technology, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Asset Management, Series 63
Education
Georgetown University
Financial Planning and Services
Virginia Commonwealth University
Bachelor's Degree, Finance, General
SAM Phinancial September 2014 - Present
TD Ameritrade April 2008 - September 2014
Ameriprise Financial Services, Inc. June 2007 - January 2008
Skills
Wealth Management, Investments, Mutual Funds, Series 7, Alternative Investments, Financial Planning, Mobile Technology, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Asset Management, Series 63
Education
Georgetown University
Financial Planning and Services
Virginia Commonwealth University
Bachelor's Degree, Finance, General
Christina Monti Christina Monti's TD Ameritrade Experience July 2014 - November 2014
Job Recruiter at AYA Healthcare
Industry Executive Office
Experience
Aya Healthcare September 2015 - Present
Ultimate Staffing November 2014 - September 2015
TD Ameritrade July 2014 - November 2014
Community College of Baltimore County January 2013 - July 2014
Event Pro Live LLC May 2012 - July 2014
Window Excellence Inc August 2006 - May 2012
Cruise Planners August 2009 - December 2011
Susan G. Komen January 2011 - May 2011
Skills
Data Entry, Customer Service, Sales, Research, Marketing, Finance, Office Administration, Accounts Payable, Accounts Receivable, Teamwork, Fitness, Nutrition, Cpr Certified, Wellness, Fitness Training, Public Speaking, Sponsorship, PowerPoint, Time Management
Education
Towson University 2009 — 2011
Bachelor's degree, Business Administration
Harford Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
Aya Healthcare September 2015 - Present
Ultimate Staffing November 2014 - September 2015
TD Ameritrade July 2014 - November 2014
Community College of Baltimore County January 2013 - July 2014
Event Pro Live LLC May 2012 - July 2014
Window Excellence Inc August 2006 - May 2012
Cruise Planners August 2009 - December 2011
Susan G. Komen January 2011 - May 2011
Skills
Data Entry, Customer Service, Sales, Research, Marketing, Finance, Office Administration, Accounts Payable, Accounts Receivable, Teamwork, Fitness, Nutrition, Cpr Certified, Wellness, Fitness Training, Public Speaking, Sponsorship, PowerPoint, Time Management
Education
Towson University 2009 — 2011
Bachelor's degree, Business Administration
Harford Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
Stefan Harms Stefan Harms's TD Ameritrade Experience July 2008 - September 2009
Job Parasoft Corporation
Industry Computer Software
Experience
Parasoft Corporation February 2010 - Present
TD Ameritrade July 2008 - September 2009
Ameriquest 1997 - 2000
Skills
Salesforce.com, Enterprise Software, Software Development, Solution Selling, SaaS, Account Management, Cloud Computing, SDLC, Software Engineering, XML, CRM, Test Automation, Pre-sales, Professional Services, Sales Enablement, Agile Methodologies
Education
Freie Universität Berlin 1982 — 1987
Parasoft Corporation February 2010 - Present
TD Ameritrade July 2008 - September 2009
Ameriquest 1997 - 2000
Skills
Salesforce.com, Enterprise Software, Software Development, Solution Selling, SaaS, Account Management, Cloud Computing, SDLC, Software Engineering, XML, CRM, Test Automation, Pre-sales, Professional Services, Sales Enablement, Agile Methodologies
Education
Freie Universität Berlin 1982 — 1987
Nathaniel Rehm-Daly's TD Ameritrade Experience June 2013 - August 2013
Job Digital Scholarship Employee at Haverford College
Industry Design
Experience
Haverford College September 2013 - Present
Our Marathon Digital Archive June 2014 - August 2014
TD Ameritrade June 2013 - August 2013
Société Générale June 2010 - August 2010
American Museum of Natural History June 2009 - August 2009
Skills
Adobe Photoshop, Adobe Illustrator, Graphics, Photo Editing, Adobe Creative Suite, Omeka, Exhibit Design, Visual Arts, Digital Photography, Fine Art Photography, HTML5, CSS, python, User Experience, User Research, Graphic Design, Web Design, User Interface Design
Education
Haverford College 2012 — 2016
Bachelor of Arts (B.A.), Classical and Ancient Studies
Haverford College 2012 — 2016
Bachelor of Fine Arts (B.F.A.), Sculpture
Haverford College September 2013 - Present
Our Marathon Digital Archive June 2014 - August 2014
TD Ameritrade June 2013 - August 2013
Société Générale June 2010 - August 2010
American Museum of Natural History June 2009 - August 2009
Skills
Adobe Photoshop, Adobe Illustrator, Graphics, Photo Editing, Adobe Creative Suite, Omeka, Exhibit Design, Visual Arts, Digital Photography, Fine Art Photography, HTML5, CSS, python, User Experience, User Research, Graphic Design, Web Design, User Interface Design
Education
Haverford College 2012 — 2016
Bachelor of Arts (B.A.), Classical and Ancient Studies
Haverford College 2012 — 2016
Bachelor of Fine Arts (B.F.A.), Sculpture
Zach Lindgren Zach Lindgren's TD Ameritrade Experience February 2008 - December 2011
Job Program and Reporting Analyst at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group March 2015 - Present
Orion Advisor Services February 2012 - February 2015
TD Ameritrade February 2008 - December 2011
TD Ameritrade January 2007 - February 2008
Skills
Finance, Management, Investments, Portfolio Management, Financial Services, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Grace University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Williams Financial Group March 2015 - Present
Orion Advisor Services February 2012 - February 2015
TD Ameritrade February 2008 - December 2011
TD Ameritrade January 2007 - February 2008
Skills
Finance, Management, Investments, Portfolio Management, Financial Services, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Grace University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gwen Mak Gwen Mak's TD Ameritrade Experience August 2015 - Present
Job Creative, Web Developer, Montessori Educator
Industry Education Management
Experience
TD Ameritrade August 2015 - Present
Worldgate, llc 2014 - 2015
Dandelion Patch February 2014 - July 2014
Center for Educational Improvement (CEI) 2014 - June 2014
Fiore Montessori January 2011 - 2012
Montessori School of McLean 2009 - 2011
Green Hedges School July 2006 - June 2009
Skills
Teaching, Curriculum Development, Curriculum Design, Art, Higher Education, Research, Nonprofits, Community Outreach, Editing, Ruby on Rails, SQL, JavaScript, Sinatra, ActiveRecord, CSS, Ruby
Education
General Assembly 2014 — 2014
Full Stack Web Development, Web Development Immersive
George Mason University 2012 — 2014
Master of Science (M.S.), Educational Psychology
Northern Virginia Montessori Institute 2009 — 2009
Montessori Certificate, Primary Program - ages 3-6 years
University of Virginia 2002 — 2006
BA, Gender Studies, East Asian Studies
Washington International School 1998 — 2002
International Baccalaureate diploma, International Baccalaureate Programme
TD Ameritrade August 2015 - Present
Worldgate, llc 2014 - 2015
Dandelion Patch February 2014 - July 2014
Center for Educational Improvement (CEI) 2014 - June 2014
Fiore Montessori January 2011 - 2012
Montessori School of McLean 2009 - 2011
Green Hedges School July 2006 - June 2009
Skills
Teaching, Curriculum Development, Curriculum Design, Art, Higher Education, Research, Nonprofits, Community Outreach, Editing, Ruby on Rails, SQL, JavaScript, Sinatra, ActiveRecord, CSS, Ruby
Education
General Assembly 2014 — 2014
Full Stack Web Development, Web Development Immersive
George Mason University 2012 — 2014
Master of Science (M.S.), Educational Psychology
Northern Virginia Montessori Institute 2009 — 2009
Montessori Certificate, Primary Program - ages 3-6 years
University of Virginia 2002 — 2006
BA, Gender Studies, East Asian Studies
Washington International School 1998 — 2002
International Baccalaureate diploma, International Baccalaureate Programme
Timothy Schmidt Timothy Schmidt's TD Ameritrade Experience June 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade June 2015 - Present
Villeo Capital LLC January 2010 - June 2015
Jantz Morgan LLC September 2011 - March 2014
Capstone Partners LLC June 2008 - December 2009
Trudeau & Trudeau Associates, Inc June 2005 - February 2008
Emerson Investment Management 2003 - 2005
Charles Schwab 1993 - 2003
Education
Harvard Extension School 2007 — 2009
Master of Liberal Arts in Management
Harvard Extension School 2000 — 2003
Bachelor of Liberal Arts in Extension Studies cum laude
Illinois Institute of Technology 1986 — 1990
Studied
TD Ameritrade June 2015 - Present
Villeo Capital LLC January 2010 - June 2015
Jantz Morgan LLC September 2011 - March 2014
Capstone Partners LLC June 2008 - December 2009
Trudeau & Trudeau Associates, Inc June 2005 - February 2008
Emerson Investment Management 2003 - 2005
Charles Schwab 1993 - 2003
Education
Harvard Extension School 2007 — 2009
Master of Liberal Arts in Management
Harvard Extension School 2000 — 2003
Bachelor of Liberal Arts in Extension Studies cum laude
Illinois Institute of Technology 1986 — 1990
Studied
Laurie Domenico Laurie Domenico's TD Ameritrade Experience July 2011 - Present
Job Senior Executive Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
Joseph Freed and Associates February 2006 - June 2011
Pulte Homes 2000 - December 2005
Sundance Homes and Realty 1995 - 2000
Conestoga-Rovers & Associates (CRA) 1993 - 1995
Best Buy 1992 - 1993
Service Merchandise 1989 - 1992
Skills
Outlook, Administrative..., Budgets, Process Scheduler, Business Travel, Customer Service, Office Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Visio, Office Management, Accounts Receivable, Management, Administrative..., Team Building
Education
Harper College
TD Ameritrade July 2011 - Present
Joseph Freed and Associates February 2006 - June 2011
Pulte Homes 2000 - December 2005
Sundance Homes and Realty 1995 - 2000
Conestoga-Rovers & Associates (CRA) 1993 - 1995
Best Buy 1992 - 1993
Service Merchandise 1989 - 1992
Skills
Outlook, Administrative..., Budgets, Process Scheduler, Business Travel, Customer Service, Office Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Visio, Office Management, Accounts Receivable, Management, Administrative..., Team Building
Education
Harper College
Joseph Scutts, MBA Joseph Scutts, MBA's TD Ameritrade Experience February 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TIAA-CREF April 2014 - January 2015
Citi August 2011 - April 2014
Wachovia, A Wells Fargo Company April 2007 - August 2011
Catalyst Funds January 2007 - March 2007
Metropolitan Life Insurance Company December 2005 - January 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Business Development, Banking, Mutual Funds, Credit, Finance, Series 6, Financial Advisory, Leadership, Life Insurance, Treasury, Mortgage Lending, Series 63, CRM, Strategic Financial..., Private Banking, Commercial Banking, Securities, Relationship Management, Loans, Mergers & Acquisitions, Commercial Lending, Retirement, Wealth, Wealth Management..., Equities, Series 7, Marketing, Asset Management, Series 65, Financial Planning, Management
Education
Harvard Extension School 2012 — 2012
Certificate in Advanced Executive Communication Skills
Long Island University, Brooklyn Campus 2009 — 2011
M.B.A, Business Management, With Distinction
Yeshiva University 2000 — 2004
B.S., Marketing, Cum Laude
TD Ameritrade February 2015 - Present
TIAA-CREF April 2014 - January 2015
Citi August 2011 - April 2014
Wachovia, A Wells Fargo Company April 2007 - August 2011
Catalyst Funds January 2007 - March 2007
Metropolitan Life Insurance Company December 2005 - January 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Business Development, Banking, Mutual Funds, Credit, Finance, Series 6, Financial Advisory, Leadership, Life Insurance, Treasury, Mortgage Lending, Series 63, CRM, Strategic Financial..., Private Banking, Commercial Banking, Securities, Relationship Management, Loans, Mergers & Acquisitions, Commercial Lending, Retirement, Wealth, Wealth Management..., Equities, Series 7, Marketing, Asset Management, Series 65, Financial Planning, Management
Education
Harvard Extension School 2012 — 2012
Certificate in Advanced Executive Communication Skills
Long Island University, Brooklyn Campus 2009 — 2011
M.B.A, Business Management, With Distinction
Yeshiva University 2000 — 2004
B.S., Marketing, Cum Laude
Keith Johnson Keith Johnson's TD Ameritrade Experience February 2014 - October 2014
Job Executive Recruiter at MAC Executive Recruiters
Industry Health, Wellness and Fitness
Experience
City of Carrollton March 2015 - Present
MAC Executive Recruiters January 2014 - January 2015
TD Ameritrade February 2014 - October 2014
AquaKids, Inc. March 2013 - February 2014
Church Organs Associates 2004 - February 2014
Bridlewood Swim Team May 2010 - July 2013
Wellington Sharks Swim Team May 2006 - July 2009
John Williams Cotillion 2004 - 2008
Skills
Public Speaking, Leadership, Teacher Training, Sports Coaching, Diligent, Organization, Microsoft Word, PowerPoint, Microsoft Office, Executive Recruiting, Team Leadership, Research, Recruiting
Education
Harding University 2007 — 2012
Bachelor's degree, Bible/Biblical Studies
Flower Mound High School
Flower Mound High School
Flower Mound High School
City of Carrollton March 2015 - Present
MAC Executive Recruiters January 2014 - January 2015
TD Ameritrade February 2014 - October 2014
AquaKids, Inc. March 2013 - February 2014
Church Organs Associates 2004 - February 2014
Bridlewood Swim Team May 2010 - July 2013
Wellington Sharks Swim Team May 2006 - July 2009
John Williams Cotillion 2004 - 2008
Skills
Public Speaking, Leadership, Teacher Training, Sports Coaching, Diligent, Organization, Microsoft Word, PowerPoint, Microsoft Office, Executive Recruiting, Team Leadership, Research, Recruiting
Education
Harding University 2007 — 2012
Bachelor's degree, Bible/Biblical Studies
Flower Mound High School
Flower Mound High School
Flower Mound High School
Dominique Mouannes Dominique Mouannes's TD Ameritrade Experience May 2011 - August 2011
Job Legal Intern at Gillaspey & Gillaspey
Industry Financial Services
Experience
Gillaspey & Gillaspey January 2013 - Present
TD Ameritrade May 2011 - August 2011
Wells Fargo Bank August 2010 - June 2011
Wells Fargo August 2008 - June 2010
Wells Fargo June 2007 - June 2010
Wells Fargo July 2007 - August 2008
Denny's 2004 - 2007
Skills
Refinance, Interviews, Small Business Lending, Finance, Retail Banking, Retirement Planning, Recruiting, Access, Risk Management, Auditing, Credit Analysis, Cash Management, Accounting, Leadership, Loan Origination, Wealth Management, Commercial Lending
Education
Thomas Jefferson School of Law 2012 — 2016
University of San Diego 2008 — 2010
Bachelor, Business Administration; International Business; Supply; Management
Grossmont College
International Business Administration
Gillaspey & Gillaspey January 2013 - Present
TD Ameritrade May 2011 - August 2011
Wells Fargo Bank August 2010 - June 2011
Wells Fargo August 2008 - June 2010
Wells Fargo June 2007 - June 2010
Wells Fargo July 2007 - August 2008
Denny's 2004 - 2007
Skills
Refinance, Interviews, Small Business Lending, Finance, Retail Banking, Retirement Planning, Recruiting, Access, Risk Management, Auditing, Credit Analysis, Cash Management, Accounting, Leadership, Loan Origination, Wealth Management, Commercial Lending
Education
Thomas Jefferson School of Law 2012 — 2016
University of San Diego 2008 — 2010
Bachelor, Business Administration; International Business; Supply; Management
Grossmont College
International Business Administration
Brandy Dyer's TD Ameritrade Experience November 2014 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Verizon Wireless February 2014 - November 2014
Applied Underwriters June 2013 - February 2014
Skills
Account Planning, Sales Operations, Trading, Financial Services, Customer Relations, Account Management, Workers Compensation
Education
Grace University 2010 — 2012
Bachelor of Science (B.S.), Psychology
University of Nebraska at Omaha
TD Ameritrade November 2014 - Present
Verizon Wireless February 2014 - November 2014
Applied Underwriters June 2013 - February 2014
Skills
Account Planning, Sales Operations, Trading, Financial Services, Customer Relations, Account Management, Workers Compensation
Education
Grace University 2010 — 2012
Bachelor of Science (B.S.), Psychology
University of Nebraska at Omaha
Kyle McAllister's TD Ameritrade Experience February 2015 - Present
Job Stockbroker at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
Gonzaga University September 2012 - December 2014
Steiner Sports May 2014 - August 2014
American Medical Concepts June 2012 - August 2012
Woodinville Lumber Inc May 2011 - August 2011
Skills
Entrepreneurship, Sports, Public Speaking, Leadership, Facebook, Social Networking, Teamwork, Goal Oriented, PowerPoint, Investments, Social Media Marketing, Critical Thinking, Time Management, Team Leadership, Event Planning, Social Media, Fundraising, Management, Strategic Leadership, Innovation, Leadership Development, Strategy, Strategic Communications
Education
Gonzaga University - School of Business Administration 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Finance and Marketing
Northwest College 2010 — 2011
Business Administration and Management, General
TD Ameritrade February 2015 - Present
Gonzaga University September 2012 - December 2014
Steiner Sports May 2014 - August 2014
American Medical Concepts June 2012 - August 2012
Woodinville Lumber Inc May 2011 - August 2011
Skills
Entrepreneurship, Sports, Public Speaking, Leadership, Facebook, Social Networking, Teamwork, Goal Oriented, PowerPoint, Investments, Social Media Marketing, Critical Thinking, Time Management, Team Leadership, Event Planning, Social Media, Fundraising, Management, Strategic Leadership, Innovation, Leadership Development, Strategy, Strategic Communications
Education
Gonzaga University - School of Business Administration 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Finance and Marketing
Northwest College 2010 — 2011
Business Administration and Management, General
Mostafa Hasan Mostafa Hasan's TD Ameritrade Experience July 2009 - Present
Job Sr. System Analyst
Industry Information Technology and Services
Experience
TD Ameritrade July 2009 - Present
MedPlus March 2007 - July 2009
Federal Reserve Bank of Cleveland March 2007 - May 2008
Education
Friends University
MMIS, MIS
University of Chittagong
MBA, Finance
TD Ameritrade July 2009 - Present
MedPlus March 2007 - July 2009
Federal Reserve Bank of Cleveland March 2007 - May 2008
Education
Friends University
MMIS, MIS
University of Chittagong
MBA, Finance
Anthony Heaton Anthony Heaton's TD Ameritrade Experience June 2014 - Present
Job Institutional Summer Analyst at TD Ameritrade
Industry
Experience
TD Ameritrade June 2014 - Present
Strategic Family Wealth Counselors, LLC July 2012 - August 2012
Skills
Wealth Management, Investment Strategies, Financial Planners, Bloomberg
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Senior
London School of Economics and Political Science 2013 — 2013
Political Economy of Advanced Nations
Delbarton School 2006 — 2011
7th-12th
TD Ameritrade June 2014 - Present
Strategic Family Wealth Counselors, LLC July 2012 - August 2012
Skills
Wealth Management, Investment Strategies, Financial Planners, Bloomberg
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Senior
London School of Economics and Political Science 2013 — 2013
Political Economy of Advanced Nations
Delbarton School 2006 — 2011
7th-12th
Tony Hardesty's TD Ameritrade Experience 2000 - 2005
Job Director of Business Development at The Burney Company
Industry Investment Management
Experience
The Burney Company July 2005 - Present
TD Ameritrade 2000 - 2005
Skills
Asset Managment, Investments, Money Management, Equities, Portfolio Management, Asset Allocation, Series 7, Asset Management, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Investment Management, Retirement Planning, Retirement, Securities, Financial Advisory, Series 65, Wealth Management..., High Net Worth..., IRAs, Relationship Management, Wealth Accumulation, Executive Management, ETFs, Financial Services
Education
George Mason University
Bachelor of Arts (B.A.), Communications
The Burney Company July 2005 - Present
TD Ameritrade 2000 - 2005
Skills
Asset Managment, Investments, Money Management, Equities, Portfolio Management, Asset Allocation, Series 7, Asset Management, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Investment Management, Retirement Planning, Retirement, Securities, Financial Advisory, Series 65, Wealth Management..., High Net Worth..., IRAs, Relationship Management, Wealth Accumulation, Executive Management, ETFs, Financial Services
Education
George Mason University
Bachelor of Arts (B.A.), Communications
Vanessa Laven Vanessa Laven's TD Ameritrade Experience January 2009 - March 2009
Job Founder/Maker at Survival Organs
Industry Writing and Editing
Experience
Crafting-a-Life, Inc. June 2014 - Present
Survival Organs August 2013 - Present
American Museum of Natural History March 2010 - May 2011
American Museum of Natural History January 2010 - May 2011
TD Ameritrade January 2009 - March 2009
Leader to Leader October 2007 - August 2008
Fordham University September 2004 - May 2007
US Weekly February 2007 - April 2007
Fordham University January 2006 - May 2006
Marymount College May 2005 - May 2006
Skills
Spanish, Nonprofits, Teaching, Leadership, Newsletters, Microsoft Excel, Editing, Public Speaking, Microsoft Office, Event Planning, Fundraising, Photoshop, Higher Education, Social Media, Program Development, Research, Public Relations, Blogging, Policy Analysis, Social Networking, Community Outreach, Proofreading, Event Management, Copy Editing, Time Management, Writing
Education
Fordham University 2003 — 2007
BA, English
Crafting-a-Life, Inc. June 2014 - Present
Survival Organs August 2013 - Present
American Museum of Natural History March 2010 - May 2011
American Museum of Natural History January 2010 - May 2011
TD Ameritrade January 2009 - March 2009
Leader to Leader October 2007 - August 2008
Fordham University September 2004 - May 2007
US Weekly February 2007 - April 2007
Fordham University January 2006 - May 2006
Marymount College May 2005 - May 2006
Skills
Spanish, Nonprofits, Teaching, Leadership, Newsletters, Microsoft Excel, Editing, Public Speaking, Microsoft Office, Event Planning, Fundraising, Photoshop, Higher Education, Social Media, Program Development, Research, Public Relations, Blogging, Policy Analysis, Social Networking, Community Outreach, Proofreading, Event Management, Copy Editing, Time Management, Writing
Education
Fordham University 2003 — 2007
BA, English
Bob Cooley's TD Ameritrade Experience April 2011 - Present
Job Leading innovation and creating a more engaged, collaborative work culture through Social Business.
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
bob cooley - photographer January 1999 - Present
netActiv Media, inc. August 2001 - March 2011
Starpoint Solutions 1999 - 2001
Transaction Information Systems 1999 - 2000
Woller, Cook & Misamore 1998 - 1999
eyekon Photography & Multimedia 1995 - 1998
Self-employed 1986 - 1995
Skills
User Experience, User Interface Design, Information Architecture, Digital Strategy, Content Strategy, Photography, Interaction Design, Publishing, Strategy, Creative Direction, Digital Marketing, Photoshop, Project Management, Usability, User Experience Design, Marketing, Management, Social Media, Usability Testing, Strategic Analysis, Research, Technical Writing, Mobile Applications, Online Marketing, Interactive Media, Social Media Strategist, Analysis, Social Business, Collaboration Solutions, Enterprise Social..., Experience Design, Lotus Connections, Multimedia, User-centered Design, Enterprise Social Media, IBM Connections, Public Speaking, Collaboration, Collaborative Leadership, Social Media Marketing, Digital Media, Leadership
Education
Grand Valley State University 1988 — 1994
BS
Lake Michigan College 1986 — 1988
AA
TD Ameritrade April 2011 - Present
bob cooley - photographer January 1999 - Present
netActiv Media, inc. August 2001 - March 2011
Starpoint Solutions 1999 - 2001
Transaction Information Systems 1999 - 2000
Woller, Cook & Misamore 1998 - 1999
eyekon Photography & Multimedia 1995 - 1998
Self-employed 1986 - 1995
Skills
User Experience, User Interface Design, Information Architecture, Digital Strategy, Content Strategy, Photography, Interaction Design, Publishing, Strategy, Creative Direction, Digital Marketing, Photoshop, Project Management, Usability, User Experience Design, Marketing, Management, Social Media, Usability Testing, Strategic Analysis, Research, Technical Writing, Mobile Applications, Online Marketing, Interactive Media, Social Media Strategist, Analysis, Social Business, Collaboration Solutions, Enterprise Social..., Experience Design, Lotus Connections, Multimedia, User-centered Design, Enterprise Social Media, IBM Connections, Public Speaking, Collaboration, Collaborative Leadership, Social Media Marketing, Digital Media, Leadership
Education
Grand Valley State University 1988 — 1994
BS
Lake Michigan College 1986 — 1988
AA
Heather Rockwell (Bayless) Heather Rockwell (Bayless)'s TD Ameritrade Experience January 2005 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2011 - September 2013
TD Ameritrade January 2005 - January 2010
Skills
Credit Risk, Team Management, Brokerage, Options, Securities Regulation, Regulatory Compliance, Customer Service, Clearing Houses, Administrative..., Financial Services, Cashiering, Internal Audit, Equity Trading, Mathematics, Office Administration, Microsoft Office, Policy Writing, Retirement Solutions
Education
The University of Texas at Arlington 2002 — 2003
44 hours towards a BS in Mathematics, Mathematics, 3.6
Hill College 2001 — 2002
47 hours towards a BS in Mathematics, Mathematics, 3.4
Merrill Lynch June 2011 - September 2013
TD Ameritrade January 2005 - January 2010
Skills
Credit Risk, Team Management, Brokerage, Options, Securities Regulation, Regulatory Compliance, Customer Service, Clearing Houses, Administrative..., Financial Services, Cashiering, Internal Audit, Equity Trading, Mathematics, Office Administration, Microsoft Office, Policy Writing, Retirement Solutions
Education
The University of Texas at Arlington 2002 — 2003
44 hours towards a BS in Mathematics, Mathematics, 3.6
Hill College 2001 — 2002
47 hours towards a BS in Mathematics, Mathematics, 3.4
Raymond Dury's TD Ameritrade Experience 1999 - 2003
Job Chief Information Officer
Industry Financial Services
Experience
Fifth Third Bank November 2006 - Present
Citi December 2004 - November 2006
Barclays Capital January 2003 - December 2004
TD Ameritrade 1999 - 2003
Citibank March 1998 - October 1999
Deloitte Consulting 1994 - 1998
Skills
IT Strategy, Management, IT Management, Vendor Management, Information Technology, Security, Governance, Disaster Recovery, Information Security, Business Continuity, Enterprise Architecture, Project Portfolio..., PMO, Infrastructure, Risk Management, PMP, Outsourcing, Integration, SDLC, IT Service Management, Business Transformation, Business Process..., Change Management, IT Operations, Process Improvement, Program Management, Strategy, ITIL, Data Center, Business Intelligence, Business Analysis, Software Project..., CRM, Cross-functional Team..., Senior Executive...
Education
Franklin University 1988 — 1990
Bachelor of Science
United States Air Force Academy
Copiague High School
Fifth Third Bank November 2006 - Present
Citi December 2004 - November 2006
Barclays Capital January 2003 - December 2004
TD Ameritrade 1999 - 2003
Citibank March 1998 - October 1999
Deloitte Consulting 1994 - 1998
Skills
IT Strategy, Management, IT Management, Vendor Management, Information Technology, Security, Governance, Disaster Recovery, Information Security, Business Continuity, Enterprise Architecture, Project Portfolio..., PMO, Infrastructure, Risk Management, PMP, Outsourcing, Integration, SDLC, IT Service Management, Business Transformation, Business Process..., Change Management, IT Operations, Process Improvement, Program Management, Strategy, ITIL, Data Center, Business Intelligence, Business Analysis, Software Project..., CRM, Cross-functional Team..., Senior Executive...
Education
Franklin University 1988 — 1990
Bachelor of Science
United States Air Force Academy
Copiague High School
Shelley Cudly's TD Ameritrade Experience October 2006 - January 2009
Job Director, Business Solutions at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group March 2013 - January 2014
Gavilon Group, LLC March 2010 - March 2013
FirstComp Insurance March 2009 - March 2010
TD Ameritrade October 2006 - January 2009
Ameritrade October 2000 - October 2006
Compaq 1999 - 2000
Inacom 1997 - 1999
Skills
Business Analysis, Facilitation, Software Project..., Requirements Analysis, Project Management, Workshop Facilitation, Process Improvement, Facilitators, Quality Assurance, SDLC, Testing, Requirements Gathering, Leadership, Software Documentation, Analysis, Enterprise Architecture, Visio, Program Management, Software Development, Change Management, Business Intelligence, User Acceptance Testing, Management, Training
Education
Fordham University 1991 — 1993
Medieval History
Teachers College of Columbia University 1990 — 1991
MA, Student Personnel Administration
Dana College 1986 — 1990
BA, International Studies
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group March 2013 - January 2014
Gavilon Group, LLC March 2010 - March 2013
FirstComp Insurance March 2009 - March 2010
TD Ameritrade October 2006 - January 2009
Ameritrade October 2000 - October 2006
Compaq 1999 - 2000
Inacom 1997 - 1999
Skills
Business Analysis, Facilitation, Software Project..., Requirements Analysis, Project Management, Workshop Facilitation, Process Improvement, Facilitators, Quality Assurance, SDLC, Testing, Requirements Gathering, Leadership, Software Documentation, Analysis, Enterprise Architecture, Visio, Program Management, Software Development, Change Management, Business Intelligence, User Acceptance Testing, Management, Training
Education
Fordham University 1991 — 1993
Medieval History
Teachers College of Columbia University 1990 — 1991
MA, Student Personnel Administration
Dana College 1986 — 1990
BA, International Studies
Carl Sanger's TD Ameritrade Experience May 2002 - November 2007
Job Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services August 2014 - Present
Edelman Financial Services August 2009 - Present
Edelman Financial Services August 2009 - June 2010
HSBC Securities, Inc. December 2007 - July 2009
TD Ameritrade May 2002 - November 2007
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Investments, Series 7, Asset Management, Mutual Funds, Employee Benefits, Asset Managment, Investment Strategies, Finance, Asset Allocation, Retirement Planning, Business Development, Strategic Planning, Portfolio Management, Securities, Retirement, Investment Advisory, Project Management, Financial Analysis, Financial Services, Management, Risk Management, Financial Planning
Education
Hofstra University 1979 — 1984
B.A. - Television and Film Production (Dual Major- Communications), Communications, Business, Fine Arts.
Edelman Financial Services August 2014 - Present
Edelman Financial Services August 2009 - Present
Edelman Financial Services August 2009 - June 2010
HSBC Securities, Inc. December 2007 - July 2009
TD Ameritrade May 2002 - November 2007
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Investments, Series 7, Asset Management, Mutual Funds, Employee Benefits, Asset Managment, Investment Strategies, Finance, Asset Allocation, Retirement Planning, Business Development, Strategic Planning, Portfolio Management, Securities, Retirement, Investment Advisory, Project Management, Financial Analysis, Financial Services, Management, Risk Management, Financial Planning
Education
Hofstra University 1979 — 1984
B.A. - Television and Film Production (Dual Major- Communications), Communications, Business, Fine Arts.
Eddie Liu's TD Ameritrade Experience 2003 - 2005
Job Sr. Network Engineer at Tower Research Capital
Industry Computer Networking
Experience
Tower Research Capital August 2013 - Present
SAC Capital April 2012 - August 2013
Knight May 2006 - April 2012
Nasdaq 2005 - 2006
TD Ameritrade 2003 - 2005
Datek Online Holdings Corp. 1999 - 2004
Skills
Data Center, Linux, Cisco Technologies, Low Latency, OSPF, Trading Systems, Unix, Solaris, Electronic Trading, Market Data
Education
Hofstra University 1998 — 2000
Tower Research Capital August 2013 - Present
SAC Capital April 2012 - August 2013
Knight May 2006 - April 2012
Nasdaq 2005 - 2006
TD Ameritrade 2003 - 2005
Datek Online Holdings Corp. 1999 - 2004
Skills
Data Center, Linux, Cisco Technologies, Low Latency, OSPF, Trading Systems, Unix, Solaris, Electronic Trading, Market Data
Education
Hofstra University 1998 — 2000
Connie Barton, SPC CSP CSM CSPO PMP's TD Ameritrade Experience July 2012 - September 2013
Job Agile Coach
Industry Information Technology and Services
Experience
T. Rowe Price August 2014 - Present
Edaptive Systems, Inc September 2013 - August 2014
TD Ameritrade July 2012 - September 2013
Ascend One February 2010 - July 2012
AOL Advertising February 2008 - January 2010
AOL Advertising November 2006 - February 2009
Spectra Marketing (Nielsen Company) September 2005 - November 2006
Rite Aid September 2000 - September 2005
Rite Aid September 1995 - September 2000
Skills
Troubleshooting, SDLC, Agile Methodologies, Scrum, Software Development, Software Project..., Project Management, Process Improvement, Quality Assurance, Business Analysis, Team Leadership, Java, Visio, MS Project, Program Management, SharePoint, Testing, Business Requirements, Microsoft SQL Server, Integration, Software Documentation, SQL, PMO, Requirements Analysis, Cross-functional Team..., SOA, Enterprise Software, Analysis, Regression Testing
Education
HACC, Central Pennsylvania's Community College 1994 — 1994
Business Administration
T. Rowe Price August 2014 - Present
Edaptive Systems, Inc September 2013 - August 2014
TD Ameritrade July 2012 - September 2013
Ascend One February 2010 - July 2012
AOL Advertising February 2008 - January 2010
AOL Advertising November 2006 - February 2009
Spectra Marketing (Nielsen Company) September 2005 - November 2006
Rite Aid September 2000 - September 2005
Rite Aid September 1995 - September 2000
Skills
Troubleshooting, SDLC, Agile Methodologies, Scrum, Software Development, Software Project..., Project Management, Process Improvement, Quality Assurance, Business Analysis, Team Leadership, Java, Visio, MS Project, Program Management, SharePoint, Testing, Business Requirements, Microsoft SQL Server, Integration, Software Documentation, SQL, PMO, Requirements Analysis, Cross-functional Team..., SOA, Enterprise Software, Analysis, Regression Testing
Education
HACC, Central Pennsylvania's Community College 1994 — 1994
Business Administration
Kelly Peklo's TD Ameritrade Experience 2008 - Present
Job Manager, Retail Learning & Development
Industry Financial Services
Experience
TD Ameritrade 2008 - Present
Renaissance Financial June 2006 - May 2007
Bellevue East High School August 1998 - May 2006
Education
Hastings College 1993 — 1998
Bachelor's, Mathematics & English Education
TD Ameritrade 2008 - Present
Renaissance Financial June 2006 - May 2007
Bellevue East High School August 1998 - May 2006
Education
Hastings College 1993 — 1998
Bachelor's, Mathematics & English Education
Dominic Grelli's TD Ameritrade Experience March 2005 - January 2009
Job Analyst at Energetics
Industry Information Technology and Services
Experience
Energetics August 2010 - Present
New West Technologies, LLC April 2009 - August 2010
TD Ameritrade March 2005 - January 2009
Skills
Program Management, Business Analysis, Project Management, Data Analysis, Policy Analysis, Analysis, Process Improvement, Proposal Writing, Strategic Planning, Research, Economics, Risk Management
Education
Frostburg State University 2000 — 2004
Bachelor of Science, Mathematics and Actuarial Science
Energetics August 2010 - Present
New West Technologies, LLC April 2009 - August 2010
TD Ameritrade March 2005 - January 2009
Skills
Program Management, Business Analysis, Project Management, Data Analysis, Policy Analysis, Analysis, Process Improvement, Proposal Writing, Strategic Planning, Research, Economics, Risk Management
Education
Frostburg State University 2000 — 2004
Bachelor of Science, Mathematics and Actuarial Science
Nickette Langrin's TD Ameritrade Experience October 2012 - Present
Job Portfolio and Project Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade December 2008 - October 2012
TD Ameritrade June 2006 - January 2009
New York State Appellate Court February 2004 - June 2006
Kaye scholer 1997 - 2004
Skills
Management, Project Management, SharePoint, Program Management, Project Portfolio..., PMO, Portfolio Management, SDLC, Visio, Training
Education
Fordham University 1993 — 1998
BA, Political Science and Media Studies
TD Ameritrade October 2012 - Present
TD Ameritrade December 2008 - October 2012
TD Ameritrade June 2006 - January 2009
New York State Appellate Court February 2004 - June 2006
Kaye scholer 1997 - 2004
Skills
Management, Project Management, SharePoint, Program Management, Project Portfolio..., PMO, Portfolio Management, SDLC, Visio, Training
Education
Fordham University 1993 — 1998
BA, Political Science and Media Studies
Odette Sirbu's TD Ameritrade Experience 2006 - 2007
Job IT Specialist
Industry Information Technology and Services
Experience
Social Security Administration October 2009 - Present
Sogeti USA LLC 2004 - 2008
TD Ameritrade 2006 - 2007
T Rowe Price 2005 - 2006
Educate, Inc 2005 - 2006
Z-Tech Corporation 2004 - 2004
EMG 1900 - 2000
Skills
Requirements Analysis, SDLC, Business Intelligence, Project Management, Business Analysis, SharePoint, Program Management, Software Project..., Visio, Process Improvement, Requirements Gathering, Agile Methodologies, Enterprise Architecture, Business Process, PMP, PMO, Vendor Management, SQL, Agile Project Management, Quality Assurance, Microsoft SQL Server, Leadership, Management, Integration, IT Management, IT Strategy, Consulting
Education
Goucher College 1989 — 1993
BA, Chemistry
Social Security Administration October 2009 - Present
Sogeti USA LLC 2004 - 2008
TD Ameritrade 2006 - 2007
T Rowe Price 2005 - 2006
Educate, Inc 2005 - 2006
Z-Tech Corporation 2004 - 2004
EMG 1900 - 2000
Skills
Requirements Analysis, SDLC, Business Intelligence, Project Management, Business Analysis, SharePoint, Program Management, Software Project..., Visio, Process Improvement, Requirements Gathering, Agile Methodologies, Enterprise Architecture, Business Process, PMP, PMO, Vendor Management, SQL, Agile Project Management, Quality Assurance, Microsoft SQL Server, Leadership, Management, Integration, IT Management, IT Strategy, Consulting
Education
Goucher College 1989 — 1993
BA, Chemistry
Derek Bruton's TD Ameritrade Experience March 2004 - September 2007
Job Chief Executive Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Srini Malempati's TD Ameritrade Experience June 2004 - December 2011
Job Vice President
Industry Information Technology and Services
Experience
Global Technology at JPMorgan Chase 2012 - Present
TD Ameritrade June 2004 - December 2011
TD Ameritrade 2004 - March 2010
MBNA 2000 - 2003
BCBS, Florida 1998 - 2000
Amreitech 1996 - 1997
Skills
SDLC, SOA, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Java Enterprise Edition, SQL, Web Services, Software Development, Unix, Software Project..., Spring, Oracle, XML, ClearCase, Perl
Education
Gulbarga University
Bachelor of Engineering (BE), Computer Science
Global Technology at JPMorgan Chase 2012 - Present
TD Ameritrade June 2004 - December 2011
TD Ameritrade 2004 - March 2010
MBNA 2000 - 2003
BCBS, Florida 1998 - 2000
Amreitech 1996 - 1997
Skills
SDLC, SOA, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Java Enterprise Edition, SQL, Web Services, Software Development, Unix, Software Project..., Spring, Oracle, XML, ClearCase, Perl
Education
Gulbarga University
Bachelor of Engineering (BE), Computer Science
Eric Jansen's TD Ameritrade Experience August 2009 - March 2012
Job VP, Global Technology & Operations (Equities and FI) Broadridge
Industry Information Technology and Services
Experience
Broadridge March 2012 - Present
TD Ameritrade August 2009 - March 2012
AXA Equitable May 2000 - August 2009
Merrill Lynch October 1998 - May 2000
AIG SunAmerica 1995 - 1998
JP Morgan 1989 - 1995
Skills
Business Strategy, Strategy, Financial Services, Vendor Management, IT Strategy, SDLC, Business Process..., Disaster Recovery, Business Analysis, Outsourcing, IT Management, Program Management, Process Improvement, CRM, ITIL, Relationship Management, SOA, Team Leadership, Mergers, Contract Negotiation, Analysis, Architecture, Mergers & Acquisitions, Requirements Analysis, Project Portfolio..., Project Management, Change Management, Management, Leadership, Integration, Governance, Enterprise Architecture, PMP, PMO, Requirements Gathering, Software Development, Visio, Cloud Computing, Enterprise Software, Information Technology, Business Process, Service Delivery, Software Project..., Business Intelligence, Risk Management, Solution Architecture, Six Sigma, IT Outsourcing, Project Delivery, Business Requirements
Education
Hofstra University 1982 — 1986
Business Computer Information Systems
Broadridge March 2012 - Present
TD Ameritrade August 2009 - March 2012
AXA Equitable May 2000 - August 2009
Merrill Lynch October 1998 - May 2000
AIG SunAmerica 1995 - 1998
JP Morgan 1989 - 1995
Skills
Business Strategy, Strategy, Financial Services, Vendor Management, IT Strategy, SDLC, Business Process..., Disaster Recovery, Business Analysis, Outsourcing, IT Management, Program Management, Process Improvement, CRM, ITIL, Relationship Management, SOA, Team Leadership, Mergers, Contract Negotiation, Analysis, Architecture, Mergers & Acquisitions, Requirements Analysis, Project Portfolio..., Project Management, Change Management, Management, Leadership, Integration, Governance, Enterprise Architecture, PMP, PMO, Requirements Gathering, Software Development, Visio, Cloud Computing, Enterprise Software, Information Technology, Business Process, Service Delivery, Software Project..., Business Intelligence, Risk Management, Solution Architecture, Six Sigma, IT Outsourcing, Project Delivery, Business Requirements
Education
Hofstra University 1982 — 1986
Business Computer Information Systems
Molly Pringle's TD Ameritrade Experience October 2013 - Present
Job Manager, Institutional Sales Analytics at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade 2010 - October 2013
WaMu, now part of JP Morgan Chase 2007 - 2009
Davidson Companies 2003 - 2007
Education
Gonzaga University - School of Business Administration 1999 — 2003
TD Ameritrade October 2013 - Present
TD Ameritrade 2010 - October 2013
WaMu, now part of JP Morgan Chase 2007 - 2009
Davidson Companies 2003 - 2007
Education
Gonzaga University - School of Business Administration 1999 — 2003
Steve Patten's TD Ameritrade Experience August 2009 - June 2013
Job Vice President of Risk Management at Monogram Residential Trust
Industry Financial Services
Experience
Monogram Residential Trust June 2014 - Present
J.P. Morgan June 2013 - June 2014
TD Ameritrade August 2009 - June 2013
First National Bank of Omaha June 2006 - August 2009
First National Bank of Omaha November 2005 - June 2006
Digital Matrix Systems September 2003 - November 2005
Skills
Quantitative Finance, Market Risk, Equities, Equity Derivatives, Futures, Fixed Income, Enterprise Risk..., Credit Risk, Portfolio Management, Stress Testing, Risk, Risk Modeling, Statistics, SAS, SQL, Excel, VBA, Options Pricing, Options, Experimental Design, Variance Analysis, Loss Forecasting, Margin Analysis, Financial Risk, Derivatives, Data Mining, Financial Modeling, Statistical Modeling, Quantitative Analytics, Predictive Analytics, Credit Cards, Finance, Loans, VAR
Education
Grace University 1995 — 1997
Bachelor of Science (B.S.)
Texas A&M University-Commerce 2001 — 2003
Oklahoma State University 1991 — 1994
Monogram Residential Trust June 2014 - Present
J.P. Morgan June 2013 - June 2014
TD Ameritrade August 2009 - June 2013
First National Bank of Omaha June 2006 - August 2009
First National Bank of Omaha November 2005 - June 2006
Digital Matrix Systems September 2003 - November 2005
Skills
Quantitative Finance, Market Risk, Equities, Equity Derivatives, Futures, Fixed Income, Enterprise Risk..., Credit Risk, Portfolio Management, Stress Testing, Risk, Risk Modeling, Statistics, SAS, SQL, Excel, VBA, Options Pricing, Options, Experimental Design, Variance Analysis, Loss Forecasting, Margin Analysis, Financial Risk, Derivatives, Data Mining, Financial Modeling, Statistical Modeling, Quantitative Analytics, Predictive Analytics, Credit Cards, Finance, Loans, VAR
Education
Grace University 1995 — 1997
Bachelor of Science (B.S.)
Texas A&M University-Commerce 2001 — 2003
Oklahoma State University 1991 — 1994
Marilee Sutherlin Travitz's TD Ameritrade Experience September 2014 - Present
Job Learning&Development Specialist, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade June 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Warren Douglas Creative Brand Marketing January 2008 - August 2010
TD Ameritrade August 2006 - December 2007
Avanti Italia January 2004 - December 2005
Skills
Marketing Strategy, Integrated Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Marketing, Advertising, SEO, Email Marketing, Marketing Communications, Website Development, Web Analytics, Strategic Planning, Lead Generation, Social Media
Education
Harding University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
The University of Texas at Arlington
TD Ameritrade September 2014 - Present
TD Ameritrade June 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Warren Douglas Creative Brand Marketing January 2008 - August 2010
TD Ameritrade August 2006 - December 2007
Avanti Italia January 2004 - December 2005
Skills
Marketing Strategy, Integrated Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Marketing, Advertising, SEO, Email Marketing, Marketing Communications, Website Development, Web Analytics, Strategic Planning, Lead Generation, Social Media
Education
Harding University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
The University of Texas at Arlington
Solon Vlasto, CFP® CDFA's TD Ameritrade Experience March 1992 - July 2013
Job Senior Advisor at Bernhardt Wealth Management
Industry Financial Services
Experience
Bernhardt Wealth Management August 2014 - Present
Pinnacle Advisory Group July 2013 - August 2014
Financial Planning Association - National Capital Area Chapter January 2014 - Present
TD Ameritrade March 1992 - July 2013
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Management, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Investment Strategies, Asset Allocation, Financial Advisory, Mutual Funds, Relationship Management, IRAs, ETFs, Securities, Investments, Risk Management, Trading, Finance, Portfolio Management, 401k, Asset Management, Options, Equities, Alternative Investments, Financial Services, Wealth, Uniform Combined State..., FINRA, Series 7, Series 65, Series 63
Education
Georgetown University 2009 — 2010
Executive Certificate in Financial Planning, Financial Planning
The University of Connecticut
BFA, Design
Bernhardt Wealth Management August 2014 - Present
Pinnacle Advisory Group July 2013 - August 2014
Financial Planning Association - National Capital Area Chapter January 2014 - Present
TD Ameritrade March 1992 - July 2013
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Management, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Investment Strategies, Asset Allocation, Financial Advisory, Mutual Funds, Relationship Management, IRAs, ETFs, Securities, Investments, Risk Management, Trading, Finance, Portfolio Management, 401k, Asset Management, Options, Equities, Alternative Investments, Financial Services, Wealth, Uniform Combined State..., FINRA, Series 7, Series 65, Series 63
Education
Georgetown University 2009 — 2010
Executive Certificate in Financial Planning, Financial Planning
The University of Connecticut
BFA, Design
Tobin Whitman's TD Ameritrade Experience December 2009 - January 2012
Job Director of Sales at The Garvin Group
Industry Insurance
Experience
The Garvin Group October 2011 - Present
TD Ameritrade December 2009 - January 2012
Citi Personal Wealth Management August 2007 - December 2009
NBC Sports February 2002 - April 2002
Skills
Insurance, Retirement Planning, Investments, Sales, Finance, Asset Management, Series 7, Mutual Funds, Equities, Portfolio Management, Financial Services, Health Insurance, Worksite Benefits, Life Insurance
Education
Gettysburg College 2002 — 2006
B.A., Health & Exercise Science
The Garvin Group October 2011 - Present
TD Ameritrade December 2009 - January 2012
Citi Personal Wealth Management August 2007 - December 2009
NBC Sports February 2002 - April 2002
Skills
Insurance, Retirement Planning, Investments, Sales, Finance, Asset Management, Series 7, Mutual Funds, Equities, Portfolio Management, Financial Services, Health Insurance, Worksite Benefits, Life Insurance
Education
Gettysburg College 2002 — 2006
B.A., Health & Exercise Science
Michael Uerling's TD Ameritrade Experience 2007 - December 2008
Job Owner at IronHorse Renovation
Industry Construction
Experience
IronHorse Renovation March 2009 - Present
TD Ameritrade 2007 - December 2008
PayPal 2006 - 2007
Skills
Talent Acquisition, Employee Relations, Recruiting, Onboarding, Team Building, Performance Management, Applicant Tracking..., Talent Management, Training, Customer Service, Human Resources, Hiring, Account Management, Interviews, Succession Planning, Project Management
Education
NASM 2012 — 2012
Certified Personal Trainer
Hastings College 1991 — 1995
Bachelor of Arts (B.A.)
Pius X
IronHorse Renovation March 2009 - Present
TD Ameritrade 2007 - December 2008
PayPal 2006 - 2007
Skills
Talent Acquisition, Employee Relations, Recruiting, Onboarding, Team Building, Performance Management, Applicant Tracking..., Talent Management, Training, Customer Service, Human Resources, Hiring, Account Management, Interviews, Succession Planning, Project Management
Education
NASM 2012 — 2012
Certified Personal Trainer
Hastings College 1991 — 1995
Bachelor of Arts (B.A.)
Pius X
Sara Halsell's TD Ameritrade Experience December 2005 - December 2006
Job MBA Finance Graduate
Industry Financial Services
Experience
Entergy April 2009 - April 2013
University of Texas at San Antonio March 2007 - December 2008
U.S. Global Investors May 2008 - August 2008
TD Ameritrade December 2005 - December 2006
Pizza Hut of Uniontown, Inc. June 2005 - December 2005
DaimlerChrysler Financial Services December 2001 - July 2003
Skills
Very knowledgeable with..., Some experience with..., Sales, Financial Analysis, Financial Modeling, Analysis, Valuation, Research, Databases, Community Outreach, Budgets, Corporate Finance, Accounting
Education
The University of Texas at San Antonio 2007 — 2008
MBA, Finance
Wichita State University 2003 — 2005
BBA, Economics
Freie Universität Berlin 2000 — 2003
n/a, Economics
Entergy April 2009 - April 2013
University of Texas at San Antonio March 2007 - December 2008
U.S. Global Investors May 2008 - August 2008
TD Ameritrade December 2005 - December 2006
Pizza Hut of Uniontown, Inc. June 2005 - December 2005
DaimlerChrysler Financial Services December 2001 - July 2003
Skills
Very knowledgeable with..., Some experience with..., Sales, Financial Analysis, Financial Modeling, Analysis, Valuation, Research, Databases, Community Outreach, Budgets, Corporate Finance, Accounting
Education
The University of Texas at San Antonio 2007 — 2008
MBA, Finance
Wichita State University 2003 — 2005
BBA, Economics
Freie Universität Berlin 2000 — 2003
n/a, Economics
Anthony Acome's TD Ameritrade Experience August 2007 - April 2011
Job Owner at Service Team of Professionals Omaha
Industry Information Technology and Services
Experience
Service Team of Professionals - Omaha January 2013 - Present
Infogroup May 2012 - September 2012
Infogroup April 2011 - May 2012
TD Ameritrade August 2007 - April 2011
West Corporation November 2006 - August 2007
Booz Allen Hamilton November 1999 - April 2006
Skills
Vendor Management, SDLC, Requirements Analysis, Visio, Business Analysis
Education
Hawaii Pacific University 1999 — 2002
Service Team of Professionals - Omaha January 2013 - Present
Infogroup May 2012 - September 2012
Infogroup April 2011 - May 2012
TD Ameritrade August 2007 - April 2011
West Corporation November 2006 - August 2007
Booz Allen Hamilton November 1999 - April 2006
Skills
Vendor Management, SDLC, Requirements Analysis, Visio, Business Analysis
Education
Hawaii Pacific University 1999 — 2002
Jill Mulder-Crick's TD Ameritrade Experience May 1998 - January 2001
Job Commercial Sales Support
Industry Printing
Experience
FedEx Office September 2007 - Present
FedEx Office April 2005 - August 2007
FedEx Kinko's April 2004 - April 2005
Kinko's May 1999 - April 2004
TD Ameritrade May 1998 - January 2001
Kmart November 1989 - April 1998
Skills
Digital Printing, Print Management, Pre-press, Direct Mail, Wide Format Printing, Account Management, Offset Printing, Sales, Variable Data Printing, Advertising, Adobe Acrobat, Training, Team Building, Print On Demand, Bindery, Graphic Design, Marketing Communications, Customer Retention, Adobe Creative Suite, Trade Shows, Managed Print Services, Sales Process, Color Management, Retail, Program Management, Narrow Format Printing, Sales Operations, New Business Development
Education
Hastings College 1989 — 1996
BA
FedEx Office September 2007 - Present
FedEx Office April 2005 - August 2007
FedEx Kinko's April 2004 - April 2005
Kinko's May 1999 - April 2004
TD Ameritrade May 1998 - January 2001
Kmart November 1989 - April 1998
Skills
Digital Printing, Print Management, Pre-press, Direct Mail, Wide Format Printing, Account Management, Offset Printing, Sales, Variable Data Printing, Advertising, Adobe Acrobat, Training, Team Building, Print On Demand, Bindery, Graphic Design, Marketing Communications, Customer Retention, Adobe Creative Suite, Trade Shows, Managed Print Services, Sales Process, Color Management, Retail, Program Management, Narrow Format Printing, Sales Operations, New Business Development
Education
Hastings College 1989 — 1996
BA
Tina Garrison-Nuñez's TD Ameritrade Experience March 2002 - July 2003
Job
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2011 - July 2014
Primerica Financial Services January 2008 - February 2011
Etrade Financial October 2006 - December 2007
Etrade Financial July 2003 - October 2006
TD Ameritrade March 2002 - July 2003
TD Ameritrade October 1999 - March 2002
Skills
Series 24, Series 7, Series 63, series 66
Education
Georgia State University 2009 — 2012
Bachelors degree, Psychology
Brooklyn Technical High School 1991 — 1995
Regents Diploma, Social Sciences
SunTrust Investment Services, Inc. February 2011 - July 2014
Primerica Financial Services January 2008 - February 2011
Etrade Financial October 2006 - December 2007
Etrade Financial July 2003 - October 2006
TD Ameritrade March 2002 - July 2003
TD Ameritrade October 1999 - March 2002
Skills
Series 24, Series 7, Series 63, series 66
Education
Georgia State University 2009 — 2012
Bachelors degree, Psychology
Brooklyn Technical High School 1991 — 1995
Regents Diploma, Social Sciences
James P. Jim Allen, JD's TD Ameritrade Experience November 2004 - May 2006
Job Procurement Sourcing and Program Management Professional
Industry Management Consulting
Experience
ServiceMaster January 2013 - April 2015
Unilever November 2010 - December 2012
Merck November 2009 - November 2010
Pfizer May 2006 - September 2009
TD Ameritrade November 2004 - May 2006
AT&T April 1999 - November 2004
New York Metro Area Law Firms and Investigative Agencies 1991 - 1999
Skills
Vendor Management, RFP, Negotiation, Governance, Strategic Sourcing, Global Sourcing, Ariba, Procurement, Cross-functional Team..., E-procurement, Supply Chain, Supply Chain Management, Contract Negotiation, Purchasing, Contract Management, BPO, PowerPoint, Data Center, Supplier Evaluation, Supplier Negotiation, International Project..., Professional Services, software, Global Management, IT Outsourcing, Strategic Negotiations, SAP, Indirect Purchasing, indirect spend, Savings, Oracle Applications, Microsoft Office, Supplier Quality..., Supplier Rationalization, Supplier Sourcing, Offshoring, Sourcing, Project Management, Strategy, Management, Outsourcing, Process Improvement, Change Management, Supply Management, Leadership, Business Process..., Strategic Planning, Program Management, Team Building, Analysis
Education
Touro College Jacob D. Fuchsberg Law Center 1988 — 1991
JD
Seton Hall University 1984 — 1987
BA
Gettysburg College 1983 — 1985
BA
West Morris Mendham HS 1980 — 1983
HS
West Morris Central HS 1979 — 1980
HS
ServiceMaster January 2013 - April 2015
Unilever November 2010 - December 2012
Merck November 2009 - November 2010
Pfizer May 2006 - September 2009
TD Ameritrade November 2004 - May 2006
AT&T April 1999 - November 2004
New York Metro Area Law Firms and Investigative Agencies 1991 - 1999
Skills
Vendor Management, RFP, Negotiation, Governance, Strategic Sourcing, Global Sourcing, Ariba, Procurement, Cross-functional Team..., E-procurement, Supply Chain, Supply Chain Management, Contract Negotiation, Purchasing, Contract Management, BPO, PowerPoint, Data Center, Supplier Evaluation, Supplier Negotiation, International Project..., Professional Services, software, Global Management, IT Outsourcing, Strategic Negotiations, SAP, Indirect Purchasing, indirect spend, Savings, Oracle Applications, Microsoft Office, Supplier Quality..., Supplier Rationalization, Supplier Sourcing, Offshoring, Sourcing, Project Management, Strategy, Management, Outsourcing, Process Improvement, Change Management, Supply Management, Leadership, Business Process..., Strategic Planning, Program Management, Team Building, Analysis
Education
Touro College Jacob D. Fuchsberg Law Center 1988 — 1991
JD
Seton Hall University 1984 — 1987
BA
Gettysburg College 1983 — 1985
BA
West Morris Mendham HS 1980 — 1983
HS
West Morris Central HS 1979 — 1980
HS
Richard Matsey's TD Ameritrade Experience May 2004 - Present
Job Regional Director TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2004 - Present
Charles Schwab March 1990 - May 2001
Skills
Wealth Management, Mutual Funds, Series 7, Relationship Management, Investments, Series 63, Portfolio Management, Financial Services, Sales Management, Retirement Planning, Banking, Sales, Salesforce.com, Strategic Financial..., Risk Management
Education
Georgia State University
Bachelor’s Degree, Corporate Finance, Magna Cum Laude
TD Ameritrade May 2004 - Present
Charles Schwab March 1990 - May 2001
Skills
Wealth Management, Mutual Funds, Series 7, Relationship Management, Investments, Series 63, Portfolio Management, Financial Services, Sales Management, Retirement Planning, Banking, Sales, Salesforce.com, Strategic Financial..., Risk Management
Education
Georgia State University
Bachelor’s Degree, Corporate Finance, Magna Cum Laude
Michael Erdman's TD Ameritrade Experience September 1999 - May 2004
Job Allocation & Replenishment Manager at Pamida Stores Operating Co., LLC
Industry Retail
Experience
SnapStone, (COMC; LLC) August 2013 - Present
Pamida Stores Operating Co., LLC May 2010 - November 2012
NetShops/Hayneedle November 2004 - February 2009
TD Ameritrade September 1999 - May 2004
Skills
Inventory Management, Purchasing, Forecasting, Strategic Planning, Stock Replenishment, Stock Allocation, Supply Chain Management, Supplier Performance, Merchandising, Online Merchandising, Analysis, Pricing, Problem Solving, Retail Category..., Vendor Management, Retek, Microsoft Office, Advertising, Buying, Import Purchasing, Import Logistics, Warehousing, Software Installation, Transportation, Customer Experience, Quality Assurance, Open to Buy Management, Demand Planning, Demand Forecasting, Vendor Managed Inventory, CPFR, Management, Planograms, E-commerce, Assortment, Project Planning, Merchandise Planning, Sales, JDA, Supply Chain, Store Management, Global Sourcing
Education
University of Nebraska at Omaha 1986 — 1989
BSBA, Management/Marketing
Gemological Institute of America
AJP, Accredited Jewelry Professional
Metropolitan Community College
Coursework in Horticultural Sciences. Class A CDL
SnapStone, (COMC; LLC) August 2013 - Present
Pamida Stores Operating Co., LLC May 2010 - November 2012
NetShops/Hayneedle November 2004 - February 2009
TD Ameritrade September 1999 - May 2004
Skills
Inventory Management, Purchasing, Forecasting, Strategic Planning, Stock Replenishment, Stock Allocation, Supply Chain Management, Supplier Performance, Merchandising, Online Merchandising, Analysis, Pricing, Problem Solving, Retail Category..., Vendor Management, Retek, Microsoft Office, Advertising, Buying, Import Purchasing, Import Logistics, Warehousing, Software Installation, Transportation, Customer Experience, Quality Assurance, Open to Buy Management, Demand Planning, Demand Forecasting, Vendor Managed Inventory, CPFR, Management, Planograms, E-commerce, Assortment, Project Planning, Merchandise Planning, Sales, JDA, Supply Chain, Store Management, Global Sourcing
Education
University of Nebraska at Omaha 1986 — 1989
BSBA, Management/Marketing
Gemological Institute of America
AJP, Accredited Jewelry Professional
Metropolitan Community College
Coursework in Horticultural Sciences. Class A CDL
Gail Weiss's TD Ameritrade Experience December 2006 - July 2007
Job
Industry Financial Services
Experience
DTCC May 2011 - January 2015
SunGard January 2008 - May 2011
TD Ameritrade December 2006 - July 2007
Gail Weiss & Associates, Inc. May 1998 - December 2006
Charles Schwab January 1997 - December 1997
Buck Consultants (formerly W F Corroon) June 1996 - December 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) October 1991 - May 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) June 1990 - March 1991
Manufacturers Hanover Trust November 1988 - May 1990
Bankers Trust November 1985 - October 1988
Skills
Securities, Series 7, Compliance, Mutual Funds, Mergers, Series 24, Financial Services, Strategy, Mergers & Acquisitions, Banking, Strategic Planning, Due Diligence, Risk Management, Outsourcing, Asset Management, Investments, Employee Benefits, Equities, Leadership, Fixed Income
Education
London Metropolitan University 2008 — 2010
MSc
New York University 1987 — 1987
Certificate in Compensation and Employee Benefits Management
University of Oxford 1984 — 1984
Post-Graduate Summer Programme
Georgetown University 1980 — 1984
BA
DTCC May 2011 - January 2015
SunGard January 2008 - May 2011
TD Ameritrade December 2006 - July 2007
Gail Weiss & Associates, Inc. May 1998 - December 2006
Charles Schwab January 1997 - December 1997
Buck Consultants (formerly W F Corroon) June 1996 - December 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) October 1991 - May 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) June 1990 - March 1991
Manufacturers Hanover Trust November 1988 - May 1990
Bankers Trust November 1985 - October 1988
Skills
Securities, Series 7, Compliance, Mutual Funds, Mergers, Series 24, Financial Services, Strategy, Mergers & Acquisitions, Banking, Strategic Planning, Due Diligence, Risk Management, Outsourcing, Asset Management, Investments, Employee Benefits, Equities, Leadership, Fixed Income
Education
London Metropolitan University 2008 — 2010
MSc
New York University 1987 — 1987
Certificate in Compensation and Employee Benefits Management
University of Oxford 1984 — 1984
Post-Graduate Summer Programme
Georgetown University 1980 — 1984
BA
Patrick Dunkleberger's TD Ameritrade Experience December 2013 - Present
Job Sr. Strategic Sourcing Analyst II at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Toys "R" Us November 2012 - November 2013
Toys "R" Us 2009 - October 2012
Toys "R" Us 2008 - 2009
US Army 2004 - 2008
US Army 2002 - 2004
Skills
Strategic Sourcing, Leadership, Project Management, Management, Cross-functional Team...
Education
Gannon University 1998 — 2002
BA, Criminal Justice, Minor in Accounting
TD Ameritrade December 2013 - Present
Toys "R" Us November 2012 - November 2013
Toys "R" Us 2009 - October 2012
Toys "R" Us 2008 - 2009
US Army 2004 - 2008
US Army 2002 - 2004
Skills
Strategic Sourcing, Leadership, Project Management, Management, Cross-functional Team...
Education
Gannon University 1998 — 2002
BA, Criminal Justice, Minor in Accounting
Keith Clem's TD Ameritrade Experience May 2015 - Present
Job Investments at T D Ameritrade
Industry Investment Management
Experience
TD Ameritrade May 2015 - Present
Financial Concepts, Inc. June 2014 - May 2015
Fidelity Investments August 1999 - February 2013
LaPlata Company 1986 - 2010
Associated Title Insurance 1997 - 1999
United Title Company 1992 - 1996
La Plata Consulting 1986 - 1992
Utah Geological Survey 1982 - 1986
LaPlata Consulting 1979 - 1982
Skills
Mutual Funds, Series 7, Start-ups, Retirement, Asset Allocation, Series 63, Business Planning, Investment Strategies, Business Development, Investment Advisory, Oil & Gas Exploration, Small Business..., Series 65, Petroleum Geology, Mineral Exploration, Stratigraphy, Small business..., Plasma Cutting, Custom Furniture, Financial Planning, Strategic Financial..., Investments, CNC programing, metal welding, Metal Fabrication, Alternative Investments, Annuities, Indexed Annuities, Managed accounts, Real Estate Transactions, Retirement Planning, Retirement Income..., Oil and gas development
Education
University of Phoenix 1984 — 1986
master Business Admin
Fort Lewis College 1976 — 1980
B.S., Geology
TD Ameritrade May 2015 - Present
Financial Concepts, Inc. June 2014 - May 2015
Fidelity Investments August 1999 - February 2013
LaPlata Company 1986 - 2010
Associated Title Insurance 1997 - 1999
United Title Company 1992 - 1996
La Plata Consulting 1986 - 1992
Utah Geological Survey 1982 - 1986
LaPlata Consulting 1979 - 1982
Skills
Mutual Funds, Series 7, Start-ups, Retirement, Asset Allocation, Series 63, Business Planning, Investment Strategies, Business Development, Investment Advisory, Oil & Gas Exploration, Small Business..., Series 65, Petroleum Geology, Mineral Exploration, Stratigraphy, Small business..., Plasma Cutting, Custom Furniture, Financial Planning, Strategic Financial..., Investments, CNC programing, metal welding, Metal Fabrication, Alternative Investments, Annuities, Indexed Annuities, Managed accounts, Real Estate Transactions, Retirement Planning, Retirement Income..., Oil and gas development
Education
University of Phoenix 1984 — 1986
master Business Admin
Fort Lewis College 1976 — 1980
B.S., Geology
Michael Gavin's TD Ameritrade Experience July 2009 - June 2014
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Edge 2015 - Present
Merrill Edge June 2014 - Present
TD Ameritrade July 2009 - June 2014
Charles Schwab 1996 - 2009
Charles Schwab 1992 - 1996
Wheat First Securities 1990 - 1992
United States Marine Corps 1985 - 1991
Prudential Bache Securities 1988 - 1990
Skills
Series 7, Series 65, Series 9, Series 10, Sales, Fixed Annuities, Management, Uniform Combined State..., Series 24, Leadership, Finance, 401k, Life Insurance, Investment Strategies, Alternative Investments, Relationship Management, Trading, Customer Service, Private Banking, ETFs, Long-term Care, Options, Portfolio Management, Series 63, Risk Management
Education
George Mason University
Merrill Edge 2015 - Present
Merrill Edge June 2014 - Present
TD Ameritrade July 2009 - June 2014
Charles Schwab 1996 - 2009
Charles Schwab 1992 - 1996
Wheat First Securities 1990 - 1992
United States Marine Corps 1985 - 1991
Prudential Bache Securities 1988 - 1990
Skills
Series 7, Series 65, Series 9, Series 10, Sales, Fixed Annuities, Management, Uniform Combined State..., Series 24, Leadership, Finance, 401k, Life Insurance, Investment Strategies, Alternative Investments, Relationship Management, Trading, Customer Service, Private Banking, ETFs, Long-term Care, Options, Portfolio Management, Series 63, Risk Management
Education
George Mason University
James McGarvey's TD Ameritrade Experience July 2010 - August 2011
Job Regional Sales Consultant at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Maria Filardi's TD Ameritrade Experience November 2011 - October 2013
Job Attorney at Law at Filardi Law, LLC
Industry Law Practice
Experience
Filardi Law, LLC October 2013 - Present
TD Ameritrade November 2011 - October 2013
Laureate Education May 2011 - November 2011
Downtown Baltimore Family Alliance February 2011 - May 2011
JACOBS & DEMBERT, P.A. October 1998 - December 2010
DLA Piper, LLP (Formerly Piper & Marbury, LLP) March 1998 - October 1998
Sikorsky Aircraft January 1991 - January 1997
Skills
Business, Non-compete Agreements, Legal Writing, Contract Management, Contract Negotiation, Employment Contracts, Independent Contractors, Leases, Service Level Agreements, Asset, Licensing, Real Estate, Intellectual Property, Analysis, Corporate Law, Negotiation, Corporate Governance, Legal Research, Mergers & Acquisitions
Education
The University of Connecticut School of Law 1992 — 1997
JD, with honors
Hamilton College 1987 — 1991
BA
Wilbraham Monson Academy 1983 — 1987
Filardi Law, LLC October 2013 - Present
TD Ameritrade November 2011 - October 2013
Laureate Education May 2011 - November 2011
Downtown Baltimore Family Alliance February 2011 - May 2011
JACOBS & DEMBERT, P.A. October 1998 - December 2010
DLA Piper, LLP (Formerly Piper & Marbury, LLP) March 1998 - October 1998
Sikorsky Aircraft January 1991 - January 1997
Skills
Business, Non-compete Agreements, Legal Writing, Contract Management, Contract Negotiation, Employment Contracts, Independent Contractors, Leases, Service Level Agreements, Asset, Licensing, Real Estate, Intellectual Property, Analysis, Corporate Law, Negotiation, Corporate Governance, Legal Research, Mergers & Acquisitions
Education
The University of Connecticut School of Law 1992 — 1997
JD, with honors
Hamilton College 1987 — 1991
BA
Wilbraham Monson Academy 1983 — 1987
Devon Duncan's TD Ameritrade Experience June 2014 - Present
Job Event Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade February 2008 - Present
Fiserv Investment Support Services July 2004 - February 2008
Array BioPharma October 2000 - May 2003
Skills
Administrative..., Spreadsheets, Calendars, Expense Management, PowerPoint
Education
Metropolitan State College of Denver 2008 — 2014
Bachelor, Behavioral Sciences, Magna Cum Laude
Front Range Community College 1996 — 2001
Associate of Arts (A.A.)
TD Ameritrade June 2014 - Present
TD Ameritrade February 2008 - Present
Fiserv Investment Support Services July 2004 - February 2008
Array BioPharma October 2000 - May 2003
Skills
Administrative..., Spreadsheets, Calendars, Expense Management, PowerPoint
Education
Metropolitan State College of Denver 2008 — 2014
Bachelor, Behavioral Sciences, Magna Cum Laude
Front Range Community College 1996 — 2001
Associate of Arts (A.A.)
Mei Keith's TD Ameritrade Experience March 2000 - November 2009
Job Chinese language instructor at UNLCI
Industry Education Management
Experience
UNL-CI June 2010 - Present
Bellevue University 2010 - Present
Omaha Chinese Culture Association April 2010 - May 2015
Lincoln Chinese Culture Association August 2010 - October 2014
TD Ameritrade March 2000 - November 2009
Ameritrade Holding Corporation September 2002 - June 2005
Commercial Federal Bank October 1997 - December 1999
Skills
Team Building, Leadership, Research, Coaching, Analysis, Process Improvement, Customer Service, Project Planning, Software Documentation, Change Management, Public Speaking, Teaching, Administration, Mentoring, Quality Assurance, System Administration, Compliance, Risk Management, Financial Planning, Problem Solving, Mergers, Planning, Documentation, Project Implementation, Call Center, Operating Systems, Requirements Analysis, Requirements Gathering, Customer Relations, Nonprofits, Higher Education, Chinese, Training
Education
Georgia College and State University 1987 — 1989
Master, Education, English Literature
UNL-CI June 2010 - Present
Bellevue University 2010 - Present
Omaha Chinese Culture Association April 2010 - May 2015
Lincoln Chinese Culture Association August 2010 - October 2014
TD Ameritrade March 2000 - November 2009
Ameritrade Holding Corporation September 2002 - June 2005
Commercial Federal Bank October 1997 - December 1999
Skills
Team Building, Leadership, Research, Coaching, Analysis, Process Improvement, Customer Service, Project Planning, Software Documentation, Change Management, Public Speaking, Teaching, Administration, Mentoring, Quality Assurance, System Administration, Compliance, Risk Management, Financial Planning, Problem Solving, Mergers, Planning, Documentation, Project Implementation, Call Center, Operating Systems, Requirements Analysis, Requirements Gathering, Customer Relations, Nonprofits, Higher Education, Chinese, Training
Education
Georgia College and State University 1987 — 1989
Master, Education, English Literature
Rhonda Manduke's TD Ameritrade Experience August 2011 - February 2012
Job Department of Health and Environment (DHEC)
Industry Information Technology and Services
Experience
DHEC May 2015 - Present
Element Fleet Management (MODIS) January 2015 - February 2015
Gallagher Bassett Services, Inc (Techmahindra) July 2014 - December 2014
Information Builders May 2013 - July 2014
Blue Cross Blue Shield of Michigan June 2012 - February 2013
TD Ameritrade August 2011 - February 2012
HP November 2010 - May 2011
Skills
Oracle, DB2, SQL Server 2000-2008, J2EE, Java, Java Script, JSP, MVC, .NET, SQL*Plus, Database Design, Database Administration, Database Analysis, Business Analysis, Predictive Analytics, MS Project, MS Office Suite, Quality Center, Scrum, Agile Project Management, RFT, RSA SecurID, Rational Software..., SPUFI, QMF, Quality Assurance, Change Management, Erwin, PowerDesigner, ER Studio, Business Objects, Data Integration, Data Warehousing, Lotus Notes, Logistics, Visual basic, C#, COBOL, TSO, UML, Crystal Reports, Cognos, Microstrategy, HTML/XML, FTP, SSIS, Visual Basic, Microsoft SQL Server, Informatica, Data Quality
Education
Temple University 2004 — 2006
Masters, Education
Gwynedd-Mercy College
B.S., Business Administration
Gwynedd Mercy College 1980 — 1982
Associate of Arts (A.A.), Computer Science
DHEC May 2015 - Present
Element Fleet Management (MODIS) January 2015 - February 2015
Gallagher Bassett Services, Inc (Techmahindra) July 2014 - December 2014
Information Builders May 2013 - July 2014
Blue Cross Blue Shield of Michigan June 2012 - February 2013
TD Ameritrade August 2011 - February 2012
HP November 2010 - May 2011
Skills
Oracle, DB2, SQL Server 2000-2008, J2EE, Java, Java Script, JSP, MVC, .NET, SQL*Plus, Database Design, Database Administration, Database Analysis, Business Analysis, Predictive Analytics, MS Project, MS Office Suite, Quality Center, Scrum, Agile Project Management, RFT, RSA SecurID, Rational Software..., SPUFI, QMF, Quality Assurance, Change Management, Erwin, PowerDesigner, ER Studio, Business Objects, Data Integration, Data Warehousing, Lotus Notes, Logistics, Visual basic, C#, COBOL, TSO, UML, Crystal Reports, Cognos, Microstrategy, HTML/XML, FTP, SSIS, Visual Basic, Microsoft SQL Server, Informatica, Data Quality
Education
Temple University 2004 — 2006
Masters, Education
Gwynedd-Mercy College
B.S., Business Administration
Gwynedd Mercy College 1980 — 1982
Associate of Arts (A.A.), Computer Science
Jim Hobday's TD Ameritrade Experience 2007 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2007 - Present
Affinity Investment Services July 2001 - September 2006
Skills
Management, Series 7, Sales, Asset Allocation, Wealth Management, Investments, Banking, Sales Management, Uniform Combined State..., Portfolio Management, Asset Management, Risk Management, Series 63, Series 24, Financial Services, Options, Securities, Retirement Planning, ETFs, FINRA, Mortgage Lending, Investment Advisory, Loans, Relationship Management, Mutual Funds
Education
Gettysburg College
Bachelor of Arts (B.A.), Economics, Honors
TD Ameritrade 2007 - Present
Affinity Investment Services July 2001 - September 2006
Skills
Management, Series 7, Sales, Asset Allocation, Wealth Management, Investments, Banking, Sales Management, Uniform Combined State..., Portfolio Management, Asset Management, Risk Management, Series 63, Series 24, Financial Services, Options, Securities, Retirement Planning, ETFs, FINRA, Mortgage Lending, Investment Advisory, Loans, Relationship Management, Mutual Funds
Education
Gettysburg College
Bachelor of Arts (B.A.), Economics, Honors
Devin Farrow's TD Ameritrade Experience October 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2014 - Present
Franklin Square Capital Partners May 2013 - Present
Keller Williams Realty July 2009 - May 2013
Capital Properties LLC April 2009 - April 2013
Ameriprise Financial Services, Inc. May 2012 - September 2012
Skills
Portfolio Management, Investments, Investment Properties, Real Estate, Securities, First Time Home Buyers, Equities, Real Estate Transactions, Brokerage, Mortgage Lending, Investors, Loans, Sales, Residential Homes, Referrals, Alternative Investments, Wealth Management, Series 7
Education
Penn State University 2011 — 2013
Bachelor of Science (BS), Finance
Harrisburg Area Community College 2008 — 2010
Finance-Real Estate
TD Ameritrade October 2014 - Present
Franklin Square Capital Partners May 2013 - Present
Keller Williams Realty July 2009 - May 2013
Capital Properties LLC April 2009 - April 2013
Ameriprise Financial Services, Inc. May 2012 - September 2012
Skills
Portfolio Management, Investments, Investment Properties, Real Estate, Securities, First Time Home Buyers, Equities, Real Estate Transactions, Brokerage, Mortgage Lending, Investors, Loans, Sales, Residential Homes, Referrals, Alternative Investments, Wealth Management, Series 7
Education
Penn State University 2011 — 2013
Bachelor of Science (BS), Finance
Harrisburg Area Community College 2008 — 2010
Finance-Real Estate
Mark Bosman's TD Ameritrade Experience July 2006 - July 2014
Job Supervisor at Canada Post / Postes Canada
Industry Financial Services
Experience
Canada Post / Postes Canada March 2015 - Present
Canada Post / Postes Canada November 2014 - Present
TD Ameritrade July 2006 - July 2014
TD Ameritrade June 2003 - March 2005
ATB Financial May 2001 - May 2002
Line Up Language School January 2000 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Equities, Options, Derivatives, Wealth, Investment Strategies, Strategic Financial..., Trading, Common Sense, Problem Solving, Efficiency, Money, Employee Relations, Customer Service, Sales, Coaching
Education
Georgian College 1998 — 2000
Diploma, Hotel and Resort Operations
Six Sigma
Yellow Belt
Canada Post / Postes Canada March 2015 - Present
Canada Post / Postes Canada November 2014 - Present
TD Ameritrade July 2006 - July 2014
TD Ameritrade June 2003 - March 2005
ATB Financial May 2001 - May 2002
Line Up Language School January 2000 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Equities, Options, Derivatives, Wealth, Investment Strategies, Strategic Financial..., Trading, Common Sense, Problem Solving, Efficiency, Money, Employee Relations, Customer Service, Sales, Coaching
Education
Georgian College 1998 — 2000
Diploma, Hotel and Resort Operations
Six Sigma
Yellow Belt
Matthew (Matt) McDonagh's TD Ameritrade Experience 2008 - 2012
Job Financial Advisor at The Results Group Inland Empire
Industry Financial Services
Experience
Blarney Stone enterprises January 2014 - Present
The Results Group - Inland Empire 2012 - December 2013
TD Ameritrade 2008 - 2012
Altas Securities 2006 - 2008
MetLife Resources 2003 - 2006
Pacific Bell/SBC/AT&T 1973 - 2003
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, IRAs, Private Banking, Wealth Accumulation, 401k, Asset Management, Hedge Funds, Long-term Care, Series 65, Life Insurance, Investment Strategies, Series 6, FINRA, Equities, Bonds, Term Life Insurance, Financial Services, Trading, Personal Financial..., Investment Management, Wealth, Uniform Combined State..., Series 24, Pensions, Personal Finance, Options, Wealth Management..., Securities, Financial Advisory, Series 63, Financial Planners, ETFs, Alternative Investments, High Net Worth..., Fixed Income, Finance, Variable Annuities, 401k Rollovers, Trading Strategies
Education
American College of Financial Planning 2006 — 2013
Certificed Financial Planner
Golden Gate University 1999 — 2000
Master of Science (MS), Information Technology
University of La Verne 1985 — 1987
Master of Business Administration (M.B.A.), Human Resources Management and Services
USC 1980 — 1981
Master of Public Administration (MPA), Public Policy Analysis
UCLA 1972 — 1973
Master of Arts (MA), Economics
St. Mary's Seminary 1968 — 1972
Bachelor of Arts (BA), Philosophy
Blarney Stone enterprises January 2014 - Present
The Results Group - Inland Empire 2012 - December 2013
TD Ameritrade 2008 - 2012
Altas Securities 2006 - 2008
MetLife Resources 2003 - 2006
Pacific Bell/SBC/AT&T 1973 - 2003
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, IRAs, Private Banking, Wealth Accumulation, 401k, Asset Management, Hedge Funds, Long-term Care, Series 65, Life Insurance, Investment Strategies, Series 6, FINRA, Equities, Bonds, Term Life Insurance, Financial Services, Trading, Personal Financial..., Investment Management, Wealth, Uniform Combined State..., Series 24, Pensions, Personal Finance, Options, Wealth Management..., Securities, Financial Advisory, Series 63, Financial Planners, ETFs, Alternative Investments, High Net Worth..., Fixed Income, Finance, Variable Annuities, 401k Rollovers, Trading Strategies
Education
American College of Financial Planning 2006 — 2013
Certificed Financial Planner
Golden Gate University 1999 — 2000
Master of Science (MS), Information Technology
University of La Verne 1985 — 1987
Master of Business Administration (M.B.A.), Human Resources Management and Services
USC 1980 — 1981
Master of Public Administration (MPA), Public Policy Analysis
UCLA 1972 — 1973
Master of Arts (MA), Economics
St. Mary's Seminary 1968 — 1972
Bachelor of Arts (BA), Philosophy
Lynnae Lynch's TD Ameritrade Experience April 1994 - Present
Job Securities Processor at Ameritrade Holding Corporation
Industry Financial Services
Experience
TD Ameritrade April 1994 - Present
American Valley Bank/Bank of San Diego August 1988 - December 1993
Education
Grossmont College 1976 — 1979
AA, General Associates Degree/Exceptional Children
TD Ameritrade April 1994 - Present
American Valley Bank/Bank of San Diego August 1988 - December 1993
Education
Grossmont College 1976 — 1979
AA, General Associates Degree/Exceptional Children
Abdirizak Omar-Godane's TD Ameritrade Experience June 1989 - June 2000
Job Investment Banking Professional/AML Consultant
Industry Financial Services
Experience
Afcana Group FS Inc June 2003 - Present
TD Ameritrade June 1989 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Investment Banking, AML Consultant, AML audit, Compliance Training, Risk assessment, Risk Based Approach...
Education
Canadian securities Institute 1990 — 1993
Certified Investment Manager, Investments and Securities
George Mason University 1983 — 1987
Bachelor's degree, Economics
Afcana Group FS Inc June 2003 - Present
TD Ameritrade June 1989 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Investment Banking, AML Consultant, AML audit, Compliance Training, Risk assessment, Risk Based Approach...
Education
Canadian securities Institute 1990 — 1993
Certified Investment Manager, Investments and Securities
George Mason University 1983 — 1987
Bachelor's degree, Economics
Doug Waldron's TD Ameritrade Experience February 2006 - September 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
MorganStanley SmithBarney LLC November 2009 - May 2013
Morgan Stanley April 2009 - November 2009
AIG February 2008 - July 2008
Dresdner Bank ZAO May 2007 - October 2007
Goldman Sachs February 2007 - May 2007
TD Ameritrade February 2006 - September 2006
TD Bank Group April 2004 - November 2005
TD Bank Group September 1999 - January 2004
TD Bank Group June 1995 - September 1999
Skills
Financial Reporting, Analysis, Strategic Planning, Budget, Capital Budgeting, Financial Forecasting, Accounting, Financial Accounting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Master's degree, Accounting
University of San Diego 1967 — 1971
Bachelor's degree, Accounting and Business/Management
Morgan Stanley May 2013 - Present
MorganStanley SmithBarney LLC November 2009 - May 2013
Morgan Stanley April 2009 - November 2009
AIG February 2008 - July 2008
Dresdner Bank ZAO May 2007 - October 2007
Goldman Sachs February 2007 - May 2007
TD Ameritrade February 2006 - September 2006
TD Bank Group April 2004 - November 2005
TD Bank Group September 1999 - January 2004
TD Bank Group June 1995 - September 1999
Skills
Financial Reporting, Analysis, Strategic Planning, Budget, Capital Budgeting, Financial Forecasting, Accounting, Financial Accounting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Master's degree, Accounting
University of San Diego 1967 — 1971
Bachelor's degree, Accounting and Business/Management
Isaac Whitmore's TD Ameritrade Experience January 2004 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2004 - Present
E*TRADE Financial 2000 - 2003
Morgan Stanley 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Equities, Bonds, Mutual Funds, ETFs, Securities
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
TD Ameritrade January 2004 - Present
E*TRADE Financial 2000 - 2003
Morgan Stanley 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Equities, Bonds, Mutual Funds, ETFs, Securities
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Mike Sherfy's TD Ameritrade Experience January 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade June 2014 - January 2015
AT&T March 2012 - June 2014
AT&T August 2011 - March 2012
Wells Fargo June 2009 - October 2011
Skills
Telecommunications, Sales, Account Management, New Business Development, Direct Sales, Cold Calling, Leadership, Customer Retention, Microsoft Office, Sales Operations, Salesforce.com, Solution Selling
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2009
Bachelor's, Finance
TD Ameritrade January 2015 - Present
TD Ameritrade June 2014 - January 2015
AT&T March 2012 - June 2014
AT&T August 2011 - March 2012
Wells Fargo June 2009 - October 2011
Skills
Telecommunications, Sales, Account Management, New Business Development, Direct Sales, Cold Calling, Leadership, Customer Retention, Microsoft Office, Sales Operations, Salesforce.com, Solution Selling
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2009
Bachelor's, Finance
Patrice Hamill's TD Ameritrade Experience June 2008 - Present
Job Assistant Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2008 - Present
TD Ameritrade June 2004 - June 2008
TD Ameritrade August 2003 - June 2004
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Securities, Financial Services, Options, Equities, Trading
Education
Harding University
Bachelor of Business Administration (BBA), Marketing
TD Ameritrade June 2008 - Present
TD Ameritrade June 2004 - June 2008
TD Ameritrade August 2003 - June 2004
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Securities, Financial Services, Options, Equities, Trading
Education
Harding University
Bachelor of Business Administration (BBA), Marketing
Kristopher Shepherd's TD Ameritrade Experience September 2006 - November 2007
Job Strong in finance, problemsolving, analysis, and interpersonal skills
Industry Financial Services
Experience
Foothill Community Church August 2011 - August 2015
TD Ameritrade September 2006 - November 2007
Skills
Nonprofits, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Fundraising, Volunteer Management, Community Outreach, Leadership Development, Strategic Planning, Leadership, Event Planning, Program Development, Teaching, Preaching
Education
Fuller Theological Seminary 2008 — 2011
Masters of Divinity
The University of Texas at Arlington 2004 — 2006
Bachelor of Science, Economics
Tarrant County College 2002 — 2004
Associates of Arts, Humanities
Foothill Community Church August 2011 - August 2015
TD Ameritrade September 2006 - November 2007
Skills
Nonprofits, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Fundraising, Volunteer Management, Community Outreach, Leadership Development, Strategic Planning, Leadership, Event Planning, Program Development, Teaching, Preaching
Education
Fuller Theological Seminary 2008 — 2011
Masters of Divinity
The University of Texas at Arlington 2004 — 2006
Bachelor of Science, Economics
Tarrant County College 2002 — 2004
Associates of Arts, Humanities
Michelle O'Connors's TD Ameritrade Experience March 2009 - July 2010
Job Compliance Coordinator at Progrexion
Industry Telecommunications
Experience
Straight Line Construction August 2013 - Present
Progrexion January 2012 - May 2013
American Express August 2010 - January 2012
TD Ameritrade March 2009 - July 2010
Good Technology January 2007 - February 2009
R Systems, Inc. April 2005 - January 2007
Skills
Call Centers, Customer Service, Microsoft Office, Outlook, Training, Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Customer Experience, Quality Assurance, Project Management, Vendor Management
Education
Heald College-Roseville 2001 — 2003
Associate's degree, Applied Science/Computer Technology
Straight Line Construction August 2013 - Present
Progrexion January 2012 - May 2013
American Express August 2010 - January 2012
TD Ameritrade March 2009 - July 2010
Good Technology January 2007 - February 2009
R Systems, Inc. April 2005 - January 2007
Skills
Call Centers, Customer Service, Microsoft Office, Outlook, Training, Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Customer Experience, Quality Assurance, Project Management, Vendor Management
Education
Heald College-Roseville 2001 — 2003
Associate's degree, Applied Science/Computer Technology
Diane Dinter's TD Ameritrade Experience 2008 - 2009
Job Sales Professional at Mayors Jewelers
Industry Luxury Goods & Jewelry
Experience
C.D. Peacock Jewelers 2009 - 2014
TD Ameritrade 2008 - 2009
Ameriprise Financial 2006 - 2008
Horace Mann Insurance 2004 - 2005
CD Peacock Jewelers 2001 - 2004
Sabena/Swissair 1987 - 2001
Skills
Management, Sales, Customer Service, Microsoft Office, Small Business, Public Speaking, Marketing, Team Building, Leadership, Consultative Selling, Travel Planning, Destination Marketing, Trade Shows, Financial Planning, Financial Services, Luxury Goods, Luxury Travel, Territory Account..., Contract Negotiation, Global Travel Management
Education
Wayne State University 1975 — 1980
Bachelor's degree, Foreign Languages and Literatures, General
Gemological Institute of America
Diamond Essentials
Uniwersytet Mikołaja Kopernika w Toruniu
Polish Language and Literature
University of Vienna
German Language and Literature
NASD/FINRA
Investments and Securities
C.D. Peacock Jewelers 2009 - 2014
TD Ameritrade 2008 - 2009
Ameriprise Financial 2006 - 2008
Horace Mann Insurance 2004 - 2005
CD Peacock Jewelers 2001 - 2004
Sabena/Swissair 1987 - 2001
Skills
Management, Sales, Customer Service, Microsoft Office, Small Business, Public Speaking, Marketing, Team Building, Leadership, Consultative Selling, Travel Planning, Destination Marketing, Trade Shows, Financial Planning, Financial Services, Luxury Goods, Luxury Travel, Territory Account..., Contract Negotiation, Global Travel Management
Education
Wayne State University 1975 — 1980
Bachelor's degree, Foreign Languages and Literatures, General
Gemological Institute of America
Diamond Essentials
Uniwersytet Mikołaja Kopernika w Toruniu
Polish Language and Literature
University of Vienna
German Language and Literature
NASD/FINRA
Investments and Securities
Marilyn Doughty's TD Ameritrade Experience February 2008 - September 2010
Job Senior Administrative Assistant at Perrigo Animal Health
Industry Executive Office
Experience
Northwestern Mutual March 2012 - March 2014
West Corporation September 2010 - March 2012
TD Ameritrade February 2008 - September 2010
Skills
Executive Support, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Travel Planning, Report Writing, Phone Etiquette, Life & Health Insurance..., Manage Client..., Expense Reports, Purchase Requisitions, Dependable Team Player, Business Correspondence, File Management, Event Planning, High Level Of...
Education
Fort Scott Community College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Northwestern Mutual March 2012 - March 2014
West Corporation September 2010 - March 2012
TD Ameritrade February 2008 - September 2010
Skills
Executive Support, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Travel Planning, Report Writing, Phone Etiquette, Life & Health Insurance..., Manage Client..., Expense Reports, Purchase Requisitions, Dependable Team Player, Business Correspondence, File Management, Event Planning, High Level Of...
Education
Fort Scott Community College
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Corey Frank's TD Ameritrade Experience 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
BB&T January 2013 - November 2013
Abel Financial Management Co December 2003 - December 2012
HBK Sorce Financial January 2000 - December 2003
Skills
Strategic Financial..., Financial Advisory, Portfolio Management, Portfolio Assessment, Fixed Annuities, Variable Annuities, Indexed Annuities, Mutual Funds, ETFs, CDS, Financial Planning, Financial Services, Investment Advisory, Series 7, Series 63
Education
Gannon University 1999 — 2002
Master of Business Administration (M.B.A.)
Gannon University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
TD Ameritrade 2013 - Present
BB&T January 2013 - November 2013
Abel Financial Management Co December 2003 - December 2012
HBK Sorce Financial January 2000 - December 2003
Skills
Strategic Financial..., Financial Advisory, Portfolio Management, Portfolio Assessment, Fixed Annuities, Variable Annuities, Indexed Annuities, Mutual Funds, ETFs, CDS, Financial Planning, Financial Services, Investment Advisory, Series 7, Series 63
Education
Gannon University 1999 — 2002
Master of Business Administration (M.B.A.)
Gannon University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
April Ayers's TD Ameritrade Experience 2006 - 2006
Job Business Entrepreneur
Industry Individual & Family Services
Experience
Self-employed September 2009 - Present
Champaign County Nursing Home January 2007 - September 2009
TD Ameritrade 2006 - 2006
Skills
Mathmetical and..., Spanish education 4 1/2..., Strong comprehension..., Organization &..., Word, Excel,..., Time Management, Detailed follow-through, Training and shadowing..., Maintenance and filing..., Multi Tasking
Education
Franklin University
Bachelor of Science (B.S.), Financial Management
Parkland College
Associate of Science (A.S.), Business Administration
Self-employed September 2009 - Present
Champaign County Nursing Home January 2007 - September 2009
TD Ameritrade 2006 - 2006
Skills
Mathmetical and..., Spanish education 4 1/2..., Strong comprehension..., Organization &..., Word, Excel,..., Time Management, Detailed follow-through, Training and shadowing..., Maintenance and filing..., Multi Tasking
Education
Franklin University
Bachelor of Science (B.S.), Financial Management
Parkland College
Associate of Science (A.S.), Business Administration
Matthew Mihalko's TD Ameritrade Experience March 1997 - April 2001
Job Retail Professional
Industry Retail
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.