TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Emeka Okagu Emeka Okagu's TD Ameritrade Experience July 2010 - December 2013
Job QA Analyst
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UFJ October 2014 - March 2015
Barclays May 2014 - September 2014
Federal Reserve Bank of New York July 2010 - December 2013
Premera Blue Cross July 2010 - December 2013
Wells Fargo July 2010 - December 2013
TD Ameritrade July 2010 - December 2013
Skills
Financial Analysis, Investment Banking, Credit Analysis, Analysis, Testing, Quality Assurance, Strategy, Business Analysis, SQL
Education
Federal Government College Enugu
Science
Howard University
BSC, FINANCE
Towson University
Master of Science (MS), Information Technology
Bank of Tokyo-Mitsubishi UFJ October 2014 - March 2015
Barclays May 2014 - September 2014
Federal Reserve Bank of New York July 2010 - December 2013
Premera Blue Cross July 2010 - December 2013
Wells Fargo July 2010 - December 2013
TD Ameritrade July 2010 - December 2013
Skills
Financial Analysis, Investment Banking, Credit Analysis, Analysis, Testing, Quality Assurance, Strategy, Business Analysis, SQL
Education
Federal Government College Enugu
Science
Howard University
BSC, FINANCE
Towson University
Master of Science (MS), Information Technology
Ioanna Diehl Ioanna Diehl's TD Ameritrade Experience September 2006 - August 2008
Job Principal Vendor Management at American Airlines
Industry Airlines/Aviation
Experience
American Airlines August 2014 - Present
American Airlines @ TAESL September 2012 - Present
American Airlines March 2011 - September 2012
Impel Management L.L.C. / Medical Clinic of North Texas P.A. May 2009 - March 2011
TD Ameritrade September 2006 - August 2008
Nationwide Hospitality January 2006 - May 2006
Taxback International September 2002 - June 2004
Skills
Supply Chain Management, Project Management, Cost Management, Process Improvement, Financial Analysis, Strategic Planning, Customer Service, Contract Negotiation, Budgets, Change Management, Negotiation, Team Leadership, Business Analysis, Business Strategy, Business Planning, Cross-functional Team..., Contract Management, New Business Development, Supply Chain, Supply Management, Forecasting
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, General Management and Leadership
Ikonomièeski universitet, Varna 2000 — 2004
Bachelors, International Business Relations
American Airlines August 2014 - Present
American Airlines @ TAESL September 2012 - Present
American Airlines March 2011 - September 2012
Impel Management L.L.C. / Medical Clinic of North Texas P.A. May 2009 - March 2011
TD Ameritrade September 2006 - August 2008
Nationwide Hospitality January 2006 - May 2006
Taxback International September 2002 - June 2004
Skills
Supply Chain Management, Project Management, Cost Management, Process Improvement, Financial Analysis, Strategic Planning, Customer Service, Contract Negotiation, Budgets, Change Management, Negotiation, Team Leadership, Business Analysis, Business Strategy, Business Planning, Cross-functional Team..., Contract Management, New Business Development, Supply Chain, Supply Management, Forecasting
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, General Management and Leadership
Ikonomièeski universitet, Varna 2000 — 2004
Bachelors, International Business Relations
Graham Harwell Graham Harwell's TD Ameritrade Experience September 2006 - Present
Job Principal at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2006 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Investments, Equities, Portfolio Management
Education
WGU Texas 2015 — 2017
Master of Business Administration (MBA)
ITT Technical Institute-Portland 1998 — 2001
Bachelor of Applied Science (BASc), Mechatronics, Robotics, and Automation Engineering
TD Ameritrade September 2006 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Investments, Equities, Portfolio Management
Education
WGU Texas 2015 — 2017
Master of Business Administration (MBA)
ITT Technical Institute-Portland 1998 — 2001
Bachelor of Applied Science (BASc), Mechatronics, Robotics, and Automation Engineering
Corinne Mittag Corinne Mittag's TD Ameritrade Experience May 1996 - June 2008
Job Owner, Quilt 'n Bee Happy
Industry Financial Services
Experience
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
Kevin Hopkins Kevin Hopkins's TD Ameritrade Experience October 2008 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
Fidelity Investments November 2006 - October 2008
AmSouth Bank November 2003 - June 2005
Skills
Asset Allocation, Customer Retention, Credit, Equities, Financial Services, Mutual Funds, Portfolio Management, Series 63, Series 7, Team Building, Team Leadership
Education
Iona College 1991 — 1995
Political Science and Government
TD Ameritrade October 2008 - Present
Fidelity Investments November 2006 - October 2008
AmSouth Bank November 2003 - June 2005
Skills
Asset Allocation, Customer Retention, Credit, Equities, Financial Services, Mutual Funds, Portfolio Management, Series 63, Series 7, Team Building, Team Leadership
Education
Iona College 1991 — 1995
Political Science and Government
Maxwell Halsted's TD Ameritrade Experience May 2011 - August 2011
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company June 2013 - Present
Tenaska Marketing Ventures May 2012 - August 2012
TD Ameritrade May 2011 - August 2011
Javitch Group May 2008 - August 2010
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Finance
Brown Gibbons Lang & Company June 2013 - Present
Tenaska Marketing Ventures May 2012 - August 2012
TD Ameritrade May 2011 - August 2011
Javitch Group May 2008 - August 2010
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Finance
Michael Capobianco Michael Capobianco's TD Ameritrade Experience June 2013 - June 2014
Job Assistant Vice President, FSA
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
TD Ameritrade June 2013 - June 2014
AXA April 2009 - May 2013
CitiSmith Barney November 2007 - March 2009
Fidelity Investments April 2004 - July 2007
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Retirement, Pensions, Strategic Financial..., Fixed Annuities, Income Protection, Investments, Wealth Accumulation, Mutual Funds, Asset Allocation, Series 7, Critical Illness, Financial Advisory, Superannuation, IRAs, Investment Strategies, Variable Annuities, Series 63, Finance, Financial Planning, Portfolio Management, Securities, Equities, Asset Management, Trading, Financial Analysis, Management
Education
Hofstra University
University of Massachusetts Lowell
Merrill Edge December 2014 - Present
TD Ameritrade June 2013 - June 2014
AXA April 2009 - May 2013
CitiSmith Barney November 2007 - March 2009
Fidelity Investments April 2004 - July 2007
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Retirement, Pensions, Strategic Financial..., Fixed Annuities, Income Protection, Investments, Wealth Accumulation, Mutual Funds, Asset Allocation, Series 7, Critical Illness, Financial Advisory, Superannuation, IRAs, Investment Strategies, Variable Annuities, Series 63, Finance, Financial Planning, Portfolio Management, Securities, Equities, Asset Management, Trading, Financial Analysis, Management
Education
Hofstra University
University of Massachusetts Lowell
Adaryl Davis Adaryl Davis's TD Ameritrade Experience November 2014 - Present
Job Senior Operations Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade October 2012 - November 2014
Skills
Financial Services, Investments, Series 7, Series 66, Banking, Series 24
Education
Jackson State University
TD Ameritrade November 2014 - Present
TD Ameritrade October 2012 - November 2014
Skills
Financial Services, Investments, Series 7, Series 66, Banking, Series 24
Education
Jackson State University
Jenny Carney, CFP's TD Ameritrade Experience 2005 - 2006
Job Senior Portfolio Consultant Schwab Private Client Investment Advisors
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Charles Schwab May 2006 - June 2015
TD Ameritrade 2005 - 2006
Charles Schwab 2003 - 2005
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Series 7
Education
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Finance and Financial Management Services
Charles Schwab July 2015 - Present
Charles Schwab May 2006 - June 2015
TD Ameritrade 2005 - 2006
Charles Schwab 2003 - 2005
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Series 7
Education
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Finance and Financial Management Services
Jacinda Henry's TD Ameritrade Experience January 2005 - February 2009
Job Regional VP at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2009 - Present
TD Ameritrade January 2005 - February 2009
Charles Schwab September 1999 - January 2005
Skills
Investments, Wealth Management, Investment Management, Retirement, Strategic Financial..., Series 7, Series 63, Finance, Estate Planning, Wealth, Wealth Management..., Financial Advisory, Bloomberg, Financial Planners, Trading, Financial Services
Education
Indiana University Bloomington 1990 — 1993
Psychology and Criminal Justice
Creative Planning Inc. February 2009 - Present
TD Ameritrade January 2005 - February 2009
Charles Schwab September 1999 - January 2005
Skills
Investments, Wealth Management, Investment Management, Retirement, Strategic Financial..., Series 7, Series 63, Finance, Estate Planning, Wealth, Wealth Management..., Financial Advisory, Bloomberg, Financial Planners, Trading, Financial Services
Education
Indiana University Bloomington 1990 — 1993
Psychology and Criminal Justice
Tim O'Leary's TD Ameritrade Experience October 2005 - January 2014
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade, Inc. January 2014 - Present
TD Ameritrade October 2005 - January 2014
TD Ameritrade (TD Waterhouse) July 2003 - October 2005
TD Ameritrade (TD Waterhouse) March 2000 - July 2003
TD Ameritrade Institutional (Waterhouse Securities) March 1998 - March 2000
Olde Discount Stockbrokers July 1997 - October 1997
UMB Bank/Scout Brokerage Services April 1996 - June 1997
Prudential Preferred Financial Services January 1995 - April 1996
Prudential Preferred Financial Services September 1993 - January 1995
Education
San Diego State University-California State University 2002 — 2003
Certificate of Financial Planning, Executive Financial Planner Program
Iowa State University 1988 — 1993
Bachelor of Business Administration, Management (Operations and Logistics)
Scottrade, Inc. January 2014 - Present
TD Ameritrade October 2005 - January 2014
TD Ameritrade (TD Waterhouse) July 2003 - October 2005
TD Ameritrade (TD Waterhouse) March 2000 - July 2003
TD Ameritrade Institutional (Waterhouse Securities) March 1998 - March 2000
Olde Discount Stockbrokers July 1997 - October 1997
UMB Bank/Scout Brokerage Services April 1996 - June 1997
Prudential Preferred Financial Services January 1995 - April 1996
Prudential Preferred Financial Services September 1993 - January 1995
Education
San Diego State University-California State University 2002 — 2003
Certificate of Financial Planning, Executive Financial Planner Program
Iowa State University 1988 — 1993
Bachelor of Business Administration, Management (Operations and Logistics)
Nupur Gupta Nupur Gupta's TD Ameritrade Experience July 2011 - December 2012
Job SVP at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Citi January 2013 - September 2014
TD Ameritrade July 2011 - December 2012
Citi Group December 2004 - December 2008
Merrill Lynch June 2003 - September 2004
Skills
Strategy, Core Banking, Trading Systems, Equities, Capital Markets, Financial Markets, Series 7, Fixed Income, Options, Derivatives, Financial Modeling, Project Management, Business Analysis, Business Strategy, Financial Services, Hedge Funds, Investment Banking, Portfolio Management, Wealth Management, Trading, Valuation
Education
Delhi Public School, Mathura Road
High School
Hindu College, Delhi University
B.Sc.(H), Statistics
INSEAD
MBA
Jamia Millia Islamia
Masters, Software Systems
University of Pennsylvania - The Wharton School
EXMBA
Citi September 2014 - Present
Citi January 2013 - September 2014
TD Ameritrade July 2011 - December 2012
Citi Group December 2004 - December 2008
Merrill Lynch June 2003 - September 2004
Skills
Strategy, Core Banking, Trading Systems, Equities, Capital Markets, Financial Markets, Series 7, Fixed Income, Options, Derivatives, Financial Modeling, Project Management, Business Analysis, Business Strategy, Financial Services, Hedge Funds, Investment Banking, Portfolio Management, Wealth Management, Trading, Valuation
Education
Delhi Public School, Mathura Road
High School
Hindu College, Delhi University
B.Sc.(H), Statistics
INSEAD
MBA
Jamia Millia Islamia
Masters, Software Systems
University of Pennsylvania - The Wharton School
EXMBA
Austin Tyler Austin Tyler's TD Ameritrade Experience June 2013 - August 2013
Job Sales Engineer Intern at RSA Archer
Industry Information Technology and Services
Experience
RSA Archer May 2014 - Present
TD Ameritrade June 2013 - August 2013
Community Works Inc. May 2012 - August 2012
Black Swan Homes Association May 2011 - September 2011
Community Works Inc. May 2011 - August 2011
Skills
Leadership, Financial Analysis, Microsoft Excel, Time Management, Information Security, GRC, IT GRC, Information Systems, Sales Engineering, Information Assurance, Finance, Teamwork, QuickBooks, Payroll, Access, Financial Accounting, Investments, Interviews, Financial Reporting, Analysis, Auditing, Public Speaking, PowerPoint, Sales
Education
Oklahoma State University 2012 — 2016
Bachelor's Degree, Management Science and Information Systems - Information Assurance Option, 3.75
University of Antwerp 2014 — 2015
Applied Economics
Johnson County Community College 2010 — 2012
RSA Archer May 2014 - Present
TD Ameritrade June 2013 - August 2013
Community Works Inc. May 2012 - August 2012
Black Swan Homes Association May 2011 - September 2011
Community Works Inc. May 2011 - August 2011
Skills
Leadership, Financial Analysis, Microsoft Excel, Time Management, Information Security, GRC, IT GRC, Information Systems, Sales Engineering, Information Assurance, Finance, Teamwork, QuickBooks, Payroll, Access, Financial Accounting, Investments, Interviews, Financial Reporting, Analysis, Auditing, Public Speaking, PowerPoint, Sales
Education
Oklahoma State University 2012 — 2016
Bachelor's Degree, Management Science and Information Systems - Information Assurance Option, 3.75
University of Antwerp 2014 — 2015
Applied Economics
Johnson County Community College 2010 — 2012
Evan Ho Evan Ho's TD Ameritrade Experience May 2009 - September 2009
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Highrock Quincy Church March 2012 - September 2014
Citizens Bank March 2013 - June 2014
Citizens Bank September 2009 - March 2013
TD Ameritrade May 2009 - September 2009
Bank of America March 2007 - March 2009
Comerica August 2006 - March 2007
U.S. Department of State July 2005 - August 2006
Comerica June 2003 - June 2005
New York Life 2002 - 2003
Skills
Series 7, Series 66, Insurance, Retirement Planning, Mortgage, Sales Management, Customer Satisfaction, Bloomberg Terminal, Investments, Customer Relations, IRA's, Banking, Securities, Wealth Management, Credit, Financial Analysis, Bloomberg, Mentoring, IRAs, Mortgage Lending, Mutual Funds, Trading, Financial Services, Uniform Combined State..., Retirement, Wealth Management..., Relationship Management, Private Banking, Lines Of Credit, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Loans, Cross Selling, Asset Management, Financial Advisory, Finance, Portfolio Management, Consumer Lending, Credit Analysis
Education
Boston University - Center for Professional Education
Certificate in Financial Planning
University of Massachusetts Boston 2008 — 2013
MBA/MSF, Finance
Kalamazoo College 1999 — 2003
Bachelors of Arts, Economics, Minors in Spanish and Music
Forest Hills Central
TIAA-CREF June 2014 - Present
Highrock Quincy Church March 2012 - September 2014
Citizens Bank March 2013 - June 2014
Citizens Bank September 2009 - March 2013
TD Ameritrade May 2009 - September 2009
Bank of America March 2007 - March 2009
Comerica August 2006 - March 2007
U.S. Department of State July 2005 - August 2006
Comerica June 2003 - June 2005
New York Life 2002 - 2003
Skills
Series 7, Series 66, Insurance, Retirement Planning, Mortgage, Sales Management, Customer Satisfaction, Bloomberg Terminal, Investments, Customer Relations, IRA's, Banking, Securities, Wealth Management, Credit, Financial Analysis, Bloomberg, Mentoring, IRAs, Mortgage Lending, Mutual Funds, Trading, Financial Services, Uniform Combined State..., Retirement, Wealth Management..., Relationship Management, Private Banking, Lines Of Credit, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Loans, Cross Selling, Asset Management, Financial Advisory, Finance, Portfolio Management, Consumer Lending, Credit Analysis
Education
Boston University - Center for Professional Education
Certificate in Financial Planning
University of Massachusetts Boston 2008 — 2013
MBA/MSF, Finance
Kalamazoo College 1999 — 2003
Bachelors of Arts, Economics, Minors in Spanish and Music
Forest Hills Central
Kristen Bowles Kristen Bowles's TD Ameritrade Experience October 2013 - September 2014
Job Sr. Instructional Designer at Intermountain Healthcare
Industry Hospital & Health Care
Experience
Intermountain Healthcare September 2014 - Present
TD Ameritrade October 2013 - September 2014
SelectHealth November 2011 - October 2013
SelectHealth September 2009 - November 2011
Intermountain Homecare April 2007 - September 2009
Intermountain Homecare December 2001 - November 2003
IHC Health Plans (now SelectHealth) December 1999 - December 2001
Intermountain McKay-Dee Hospital January 1994 - December 1999
Skills
Training, Leadership, Healthcare, Human Resources, Microsoft Office, Public Speaking, Employee Engagement, Onboarding, Instructional Design, Technical Writing, Web Design, Social Media, Information Design, Logo Design, Adobe Creative Suite, Health Promotion, Project Management
Education
Kennesaw State University 2013 — 2015
Master of Science (MS), Information Design and Communication
Southern Polytechnic State University 2011 — 2012
Graduate Certificate, Technical Communication
Iowa State University 1990 — 1993
BS, Physical Education - Exercise Science
Iowa State University 1990 — 1993
BS, Dietetics
Iowa State University 1984 — 1988
BS, Consumer Food Science - Food and Nutrition
Intermountain Healthcare September 2014 - Present
TD Ameritrade October 2013 - September 2014
SelectHealth November 2011 - October 2013
SelectHealth September 2009 - November 2011
Intermountain Homecare April 2007 - September 2009
Intermountain Homecare December 2001 - November 2003
IHC Health Plans (now SelectHealth) December 1999 - December 2001
Intermountain McKay-Dee Hospital January 1994 - December 1999
Skills
Training, Leadership, Healthcare, Human Resources, Microsoft Office, Public Speaking, Employee Engagement, Onboarding, Instructional Design, Technical Writing, Web Design, Social Media, Information Design, Logo Design, Adobe Creative Suite, Health Promotion, Project Management
Education
Kennesaw State University 2013 — 2015
Master of Science (MS), Information Design and Communication
Southern Polytechnic State University 2011 — 2012
Graduate Certificate, Technical Communication
Iowa State University 1990 — 1993
BS, Physical Education - Exercise Science
Iowa State University 1990 — 1993
BS, Dietetics
Iowa State University 1984 — 1988
BS, Consumer Food Science - Food and Nutrition
Paul Gummadi Paul Gummadi's TD Ameritrade Experience August 2010 - March 2011
Job Senior Business Systems Analyst at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
JPMorgan Chase July 2012 - January 2014
Ernst & Young April 2011 - June 2012
TD Ameritrade August 2010 - March 2011
Prudential Financial May 2008 - July 2010
Freddie Mac April 2006 - April 2008
UBS Investment Bank January 2006 - March 2006
AG Edwards & Sons May 2005 - December 2005
Skills
Business Analysis, Data Analysis, Business Requirements, Business Process Design, Use Case Analysis, Functional..., Functional Requirements, User Acceptance Testing, SDLC, UML, Requirements Analysis, Project Management, SQL, Analysis, Business Process, Requirements Gathering, Agile Methodologies, Visio
Education
Oklahoma Christian University 2003 — 2004
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Engineering (BEng), Computer Science
Bank of America February 2014 - Present
JPMorgan Chase July 2012 - January 2014
Ernst & Young April 2011 - June 2012
TD Ameritrade August 2010 - March 2011
Prudential Financial May 2008 - July 2010
Freddie Mac April 2006 - April 2008
UBS Investment Bank January 2006 - March 2006
AG Edwards & Sons May 2005 - December 2005
Skills
Business Analysis, Data Analysis, Business Requirements, Business Process Design, Use Case Analysis, Functional..., Functional Requirements, User Acceptance Testing, SDLC, UML, Requirements Analysis, Project Management, SQL, Analysis, Business Process, Requirements Gathering, Agile Methodologies, Visio
Education
Oklahoma Christian University 2003 — 2004
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Engineering (BEng), Computer Science
Alexis Baker's TD Ameritrade Experience May 2014 - August 2014
Job JD Candidate at University of Oklahoma College of Law
Industry Law Practice
Experience
TD Ameritrade May 2014 - August 2014
McGartland Law Firm PLLC May 2013 - December 2013
The Henry House Foundation September 2013 - November 2013
A Fine Line Stationary and Home Decor January 2007 - August 2012
Brown Lupton University Union January 2012 - May 2012
Skills
Public Speaking, Microsoft Office, Leadership, Social Media, Team Leadership, Academic Achievement, Event Planning, Microsoft Word, Time Management, PowerPoint, Microsoft Excel, Research, Customer Service, Teamwork, English, Analysis, Marketing, Legal Writing, Legal Research, Constitutional Law, Civil Procedure, Torts
Education
University of Oklahoma College of Law 2015 — 2018
Juris Doctor (J.D.)
Texas Christian University 2011 — 2015
Bachelor of Science (B.S.), Political Science and Government
IES Abroad 2014 — 2014
Business and International Affairs in Paris, France
TD Ameritrade May 2014 - August 2014
McGartland Law Firm PLLC May 2013 - December 2013
The Henry House Foundation September 2013 - November 2013
A Fine Line Stationary and Home Decor January 2007 - August 2012
Brown Lupton University Union January 2012 - May 2012
Skills
Public Speaking, Microsoft Office, Leadership, Social Media, Team Leadership, Academic Achievement, Event Planning, Microsoft Word, Time Management, PowerPoint, Microsoft Excel, Research, Customer Service, Teamwork, English, Analysis, Marketing, Legal Writing, Legal Research, Constitutional Law, Civil Procedure, Torts
Education
University of Oklahoma College of Law 2015 — 2018
Juris Doctor (J.D.)
Texas Christian University 2011 — 2015
Bachelor of Science (B.S.), Political Science and Government
IES Abroad 2014 — 2014
Business and International Affairs in Paris, France
Daniel Doyle Daniel Doyle's TD Ameritrade Experience August 2007 - April 2011
Job Director, Marketing at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial April 2011 - April 2015
TD Ameritrade August 2007 - April 2011
MetLife 2001 - 2007
Skills
Email Marketing, Direct Marketing, Financial Services, Integrated Marketing, Segmentation, Strategy, Online Marketing, CRM
Education
Ithaca College 1994 — 1998
BS, Marketing
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial April 2011 - April 2015
TD Ameritrade August 2007 - April 2011
MetLife 2001 - 2007
Skills
Email Marketing, Direct Marketing, Financial Services, Integrated Marketing, Segmentation, Strategy, Online Marketing, CRM
Education
Ithaca College 1994 — 1998
BS, Marketing
Ram Subramaniam Ram Subramaniam's TD Ameritrade Experience July 2009 - November 2012
Job President, Fidelity Brokerage Services LLC
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
TD Ameritrade July 2009 - November 2012
Morgan Stanley 2004 - 2009
Morgan Stanley 2003 - 2004
Morgan Stanley 2000 - 2003
The Boston Consulting Group 1997 - 2000
SABRE (part of American Airlines) 1991 - 1995
Education
University of Chicago Graduate School of Business 1995 — 1997
MBA, Finance and Strategy
North Carolina State University 1989 — 1991
MS, Industrial Engineering
Indian Institute of Technology, Madras 1985 — 1989
B. Tech, Mechanical Engineering
Fidelity Investments January 2013 - Present
TD Ameritrade July 2009 - November 2012
Morgan Stanley 2004 - 2009
Morgan Stanley 2003 - 2004
Morgan Stanley 2000 - 2003
The Boston Consulting Group 1997 - 2000
SABRE (part of American Airlines) 1991 - 1995
Education
University of Chicago Graduate School of Business 1995 — 1997
MBA, Finance and Strategy
North Carolina State University 1989 — 1991
MS, Industrial Engineering
Indian Institute of Technology, Madras 1985 — 1989
B. Tech, Mechanical Engineering
Harsha Krothapalli Harsha Krothapalli's TD Ameritrade Experience 2006 - 2008
Job Manager, CRM Applications at Macys.com
Industry Information Services
Experience
Macys.com June 2012 - Present
Lushbox 2011 - 2012
Oracle December 2010 - May 2011
Consultant 2011 - 2011
eBay August 2009 - November 2010
Client: BJ's Wholesale Club 2008 - 2009
Travelers Insurance August 2007 - October 2008
TD Ameritrade 2006 - 2008
Wells Fargo Home Mortgage 2006 - 2006
Skills
Data Warehousing, Siebel, Hyperion Planning, ETL, Informatica, OBIEE, Database Design, ERP, Oracle Applications, Data Modeling, Requirements Gathering, SDLC, Teradata, Business Requirements, Business Intelligence, SQL, Agile Methodologies, Business Analysis, Cognos, CRM, Analytics
Education
New Jersey Institute of Technology 2004 — 2006
Master of Science (MS)
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Science (BS)
Macys.com June 2012 - Present
Lushbox 2011 - 2012
Oracle December 2010 - May 2011
Consultant 2011 - 2011
eBay August 2009 - November 2010
Client: BJ's Wholesale Club 2008 - 2009
Travelers Insurance August 2007 - October 2008
TD Ameritrade 2006 - 2008
Wells Fargo Home Mortgage 2006 - 2006
Skills
Data Warehousing, Siebel, Hyperion Planning, ETL, Informatica, OBIEE, Database Design, ERP, Oracle Applications, Data Modeling, Requirements Gathering, SDLC, Teradata, Business Requirements, Business Intelligence, SQL, Agile Methodologies, Business Analysis, Cognos, CRM, Analytics
Education
New Jersey Institute of Technology 2004 — 2006
Master of Science (MS)
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Science (BS)
Lori Mazzi Lori Mazzi's TD Ameritrade Experience January 1999 - February 2011
Job Dental Assistant at Midwst Oral & Maxillofacial Surgery
Industry Medical Practice
Experience
Midwest Oral maxillofacial Surgery July 2013 - Present
Texas Oral & Facial Surgery May 2012 - June 2013
Houston Dental Assistant School March 2012 - June 2013
TD Ameritrade January 1999 - February 2011
Premier Designs Jewelry January 2006 - January 2008
TD Ameritrade January 1999 - January 2008
Baker's Supermarket/Kroger January 1989 - January 1999
First Tier Bank October 1991 - August 1992
Druthers Restaurant July 1987 - June 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Internet, Customer Service, Communication, Data Analysis, Data Entry, Organization, PowerPoint, Problem Solving, Radiology, Chartering, Infection Control, Dependable Team Player, Self-motivated..., Always Willing to Learn
Education
Houston Dental Assistant School 2012 — 2012
Registered Dental Assistant Certificate, Dental Assisting/Assistant
Houston Community College 2011 — 2012
Associated Degree sales and marketing, Genteral
Nebraska College of Business 1989 — 1991
Assoicate, Sales and Marketing
Green Co High 1985 — 1989
Vocational Diploma, Business
Midwest Oral maxillofacial Surgery July 2013 - Present
Texas Oral & Facial Surgery May 2012 - June 2013
Houston Dental Assistant School March 2012 - June 2013
TD Ameritrade January 1999 - February 2011
Premier Designs Jewelry January 2006 - January 2008
TD Ameritrade January 1999 - January 2008
Baker's Supermarket/Kroger January 1989 - January 1999
First Tier Bank October 1991 - August 1992
Druthers Restaurant July 1987 - June 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Internet, Customer Service, Communication, Data Analysis, Data Entry, Organization, PowerPoint, Problem Solving, Radiology, Chartering, Infection Control, Dependable Team Player, Self-motivated..., Always Willing to Learn
Education
Houston Dental Assistant School 2012 — 2012
Registered Dental Assistant Certificate, Dental Assisting/Assistant
Houston Community College 2011 — 2012
Associated Degree sales and marketing, Genteral
Nebraska College of Business 1989 — 1991
Assoicate, Sales and Marketing
Green Co High 1985 — 1989
Vocational Diploma, Business
Mike Romeu Mike Romeu's TD Ameritrade Experience January 2008 - March 2008
Job Web Hosting Technician at Managed.com
Industry Financial Services
Experience
Managed.com February 2015 - Present
Perigon Networks December 2013 - Present
EMS, Inc January 2013 - December 2013
Unemployed February 2012 - January 2013
CoSentry April 2011 - February 2012
None July 2009 - November 2011
Solutionary 2008 - May 2010
TD Ameritrade January 2008 - March 2008
EMS, inc 2008 - 2008
American Games, inc. September 2005 - October 2007
Skills
Network Security, Security, Troubleshooting, Servers, Active Directory, Windows Server, VMware, Red Hat Linux, VMware ESX, System Administration, Windows, Cisco Technologies, Network Administration, Visual Basic, Software Installation, Microsoft SQL Server, Wireless Networking, Databases, TCP/IP, DNS, Information Security, Disaster Recovery, Windows 7, Hardware, Firewalls, Technical Support, Operating Systems, Networking, Computer Hardware, Computer Security, Switches, Information Technology, Routers, Integration, Data Center, Linux, Virtualization, IT Management
Education
ITT Technical Institute 2003 — 2009
Bachelor, Software Application and Programming, Information Systems Security
ITT Technical Institute-Omaha
Bachelor of Applied Science (B.A.Sc.)
Managed.com February 2015 - Present
Perigon Networks December 2013 - Present
EMS, Inc January 2013 - December 2013
Unemployed February 2012 - January 2013
CoSentry April 2011 - February 2012
None July 2009 - November 2011
Solutionary 2008 - May 2010
TD Ameritrade January 2008 - March 2008
EMS, inc 2008 - 2008
American Games, inc. September 2005 - October 2007
Skills
Network Security, Security, Troubleshooting, Servers, Active Directory, Windows Server, VMware, Red Hat Linux, VMware ESX, System Administration, Windows, Cisco Technologies, Network Administration, Visual Basic, Software Installation, Microsoft SQL Server, Wireless Networking, Databases, TCP/IP, DNS, Information Security, Disaster Recovery, Windows 7, Hardware, Firewalls, Technical Support, Operating Systems, Networking, Computer Hardware, Computer Security, Switches, Information Technology, Routers, Integration, Data Center, Linux, Virtualization, IT Management
Education
ITT Technical Institute 2003 — 2009
Bachelor, Software Application and Programming, Information Systems Security
ITT Technical Institute-Omaha
Bachelor of Applied Science (B.A.Sc.)
Jeannette McGinley Jeannette McGinley's TD Ameritrade Experience May 1997 - May 1998
Job Partner at Global Marketing & Entertainment
Industry Entertainment
Experience
Global Marketing & Entertainment October 2012 - Present
GAMCO Investors, Inc. September 2003 - October 2005
Prudential Financial November 2002 - August 2003
Fleet National Bank December 2001 - November 2002
Prudential Financial May 1998 - October 2001
TD Ameritrade May 1997 - May 1998
BNY Mellon August 1993 - May 1997
Skills
Equities, Bloomberg, Hedge Funds, Equity Research
Education
Iona College 2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Global Marketing & Entertainment October 2012 - Present
GAMCO Investors, Inc. September 2003 - October 2005
Prudential Financial November 2002 - August 2003
Fleet National Bank December 2001 - November 2002
Prudential Financial May 1998 - October 2001
TD Ameritrade May 1997 - May 1998
BNY Mellon August 1993 - May 1997
Skills
Equities, Bloomberg, Hedge Funds, Equity Research
Education
Iona College 2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Brian Southworth Brian Southworth's TD Ameritrade Experience November 2014 - Present
Job Assistant Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade January 2013 - November 2014
TD Ameritrade June 2011 - January 2013
TD Ameritrade December 2010 - June 2011
Northwestern Mutual July 2009 - April 2010
Skills
Series 7, Financial Services, Uniform Combined State..., Series 63, Investments, Wealth Management, Public Speaking, Insurance, Retirement Planning, Cross Selling, Securities, Mutual Funds, Portfolio Management, Financial Analysis, Risk Management, Banking, Financial Modeling, Customer Service, Microsoft Excel, Process Improvement, Sales, Microsoft Office, Leadership, Trading, Finance, Series 24, Series 66
Education
University of Nebraska at Omaha 2009 — 2011
Bachelor's Degree, Management, Senior
Iowa Western Community College 2007 — 2009
University Transfer, General Studies
TD Ameritrade November 2014 - Present
TD Ameritrade January 2013 - November 2014
TD Ameritrade June 2011 - January 2013
TD Ameritrade December 2010 - June 2011
Northwestern Mutual July 2009 - April 2010
Skills
Series 7, Financial Services, Uniform Combined State..., Series 63, Investments, Wealth Management, Public Speaking, Insurance, Retirement Planning, Cross Selling, Securities, Mutual Funds, Portfolio Management, Financial Analysis, Risk Management, Banking, Financial Modeling, Customer Service, Microsoft Excel, Process Improvement, Sales, Microsoft Office, Leadership, Trading, Finance, Series 24, Series 66
Education
University of Nebraska at Omaha 2009 — 2011
Bachelor's Degree, Management, Senior
Iowa Western Community College 2007 — 2009
University Transfer, General Studies
Erin Baxter Erin Baxter's TD Ameritrade Experience June 2012 - Present
Job Senior Executive Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
TD Ameritrade Institutional July 2011 - June 2012
TD Ameritrade Institutional August 2009 - July 2011
TD Ameritrade April 2009 - August 2009
Franklin Credit Management January 2009 - April 2009
Enfield Public Schools September 2006 - June 2008
Database Creations June 2006 - August 2007
Albany Advanced Imaging June 2004 - June 2006
Skills
Organization &..., Oral & Written..., Active Listening, Teamwork, Executive Calendar..., Travel Arrangements, Accurate Data Entry, Proficient Typing Skills, Positivity, Event Planning, Administrative..., Time Management, Management, Marketing, PowerPoint, Data Entry, Telephone Skills, Spreadsheets, Executive Support, Editing, Sales, Outlook, Office Management, Team Building, Software Documentation, Lotus Notes, Fax, Calendaring, Confidentiality, PeopleSoft, Communication
Education
Saint Joseph College 2006 — 2008
Masters of Arts, Secondary Education and Teaching, English
Marist College 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
Hudson Valley Community College 2002 — 2004
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Art Instruction Schools 2000 — 2002
Received 24 College Credits, Fundamentals of Art
TD Ameritrade June 2012 - Present
TD Ameritrade Institutional July 2011 - June 2012
TD Ameritrade Institutional August 2009 - July 2011
TD Ameritrade April 2009 - August 2009
Franklin Credit Management January 2009 - April 2009
Enfield Public Schools September 2006 - June 2008
Database Creations June 2006 - August 2007
Albany Advanced Imaging June 2004 - June 2006
Skills
Organization &..., Oral & Written..., Active Listening, Teamwork, Executive Calendar..., Travel Arrangements, Accurate Data Entry, Proficient Typing Skills, Positivity, Event Planning, Administrative..., Time Management, Management, Marketing, PowerPoint, Data Entry, Telephone Skills, Spreadsheets, Executive Support, Editing, Sales, Outlook, Office Management, Team Building, Software Documentation, Lotus Notes, Fax, Calendaring, Confidentiality, PeopleSoft, Communication
Education
Saint Joseph College 2006 — 2008
Masters of Arts, Secondary Education and Teaching, English
Marist College 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
Hudson Valley Community College 2002 — 2004
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Art Instruction Schools 2000 — 2002
Received 24 College Credits, Fundamentals of Art
Brian Hauser Brian Hauser's TD Ameritrade Experience August 2000 - August 2001
Job ACF Technician at Children's Hospital Los Angeles (CHLA)
Industry Transportation/Trucking/Railroad
Experience
Children's Hospital Los Angeles (CHLA) April 2014 - Present
Union Pacific Railroad January 2005 - November 2013
Performance Chrysler Dodge Jeep Fiat April 2004 - December 2004
Alegent Creighton Health March 2000 - April 2004
Dermatology Surgery Center October 2001 - October 2003
TD Ameritrade August 2000 - August 2001
Creighton University Medical Center July 2000 - July 2001
Pathlab, Ltd. August 1997 - July 2000
Circuit City September 1997 - August 1999
Skills
Customer Service, Microsoft Office, Operations Management, Project Management, Strategic Planning, Microsoft Excel, Logistics, Team Building, Process Improvement, Leadership, Project Planning
Education
Iowa State University 1994 — 1997
B.S., Biology, 3.78
Illinois Institute of Technology 1993 — 1994
studied, Environmental Engineering
Children's Hospital Los Angeles (CHLA) April 2014 - Present
Union Pacific Railroad January 2005 - November 2013
Performance Chrysler Dodge Jeep Fiat April 2004 - December 2004
Alegent Creighton Health March 2000 - April 2004
Dermatology Surgery Center October 2001 - October 2003
TD Ameritrade August 2000 - August 2001
Creighton University Medical Center July 2000 - July 2001
Pathlab, Ltd. August 1997 - July 2000
Circuit City September 1997 - August 1999
Skills
Customer Service, Microsoft Office, Operations Management, Project Management, Strategic Planning, Microsoft Excel, Logistics, Team Building, Process Improvement, Leadership, Project Planning
Education
Iowa State University 1994 — 1997
B.S., Biology, 3.78
Illinois Institute of Technology 1993 — 1994
studied, Environmental Engineering
Adam Corrie Adam Corrie's TD Ameritrade Experience January 2010 - December 2010
Job Operations Support at Gilbert & Cook, Inc
Industry Financial Services
Experience
Gilbert & Cook, Inc May 2015 - Present
Wells Fargo January 2013 - May 2015
Moisson Partners, Inc. July 2012 - May 2015
Miles Capital, Inc. January 2011 - January 2012
TD Ameritrade January 2010 - December 2010
TD Ameritrade October 2008 - December 2009
Moisson Partners, Inc. May 2008 - October 2008
Skills
Portfolio Management, Mutual Funds, Investments, Leadership, Sales, Management, Asset Management, Securities, Insurance, Trading
Education
Iowa State University 2003 — 2008
History, Minors in Political Science and Religion
Gilbert & Cook, Inc May 2015 - Present
Wells Fargo January 2013 - May 2015
Moisson Partners, Inc. July 2012 - May 2015
Miles Capital, Inc. January 2011 - January 2012
TD Ameritrade January 2010 - December 2010
TD Ameritrade October 2008 - December 2009
Moisson Partners, Inc. May 2008 - October 2008
Skills
Portfolio Management, Mutual Funds, Investments, Leadership, Sales, Management, Asset Management, Securities, Insurance, Trading
Education
Iowa State University 2003 — 2008
History, Minors in Political Science and Religion
Sandeep Nadendla Sandeep Nadendla's TD Ameritrade Experience May 2010 - August 2010
Job SAP FI/CO Functional Consultant at MIT
Industry Information Technology and Services
Experience
Massachusetts Institute of Technology April 2011 - Present
Premier IT Solutions January 2003 - December 2014
Systemax August 2010 - April 2011
TD Ameritrade May 2010 - August 2010
Tata Consultancy Services May 2010 - August 2010
Miami-Dade County Public Schools March 2009 - April 2010
United States Department of Interior April 2008 - November 2008
BSN Medical June 2007 - February 2008
ModusLink March 2006 - April 2007
Skills
IDOC, SAP Netweaver, ERP, SAP, SAP R/3, Auditing, Testing, SAP BW, Legacy Systems, Business Process, SAP FICO, ABAP, SAP ERP, SQL, Integration, Program Management, SAP Implementation, Business Intelligence, SD, Requirements Analysis, Business Analysis, Logistics, Business Objects, IDoc
Education
Jawaharlal Nehru Technological University
Bachelor of Technology, Electrical and Electronics Engineering
Massachusetts Institute of Technology April 2011 - Present
Premier IT Solutions January 2003 - December 2014
Systemax August 2010 - April 2011
TD Ameritrade May 2010 - August 2010
Tata Consultancy Services May 2010 - August 2010
Miami-Dade County Public Schools March 2009 - April 2010
United States Department of Interior April 2008 - November 2008
BSN Medical June 2007 - February 2008
ModusLink March 2006 - April 2007
Skills
IDOC, SAP Netweaver, ERP, SAP, SAP R/3, Auditing, Testing, SAP BW, Legacy Systems, Business Process, SAP FICO, ABAP, SAP ERP, SQL, Integration, Program Management, SAP Implementation, Business Intelligence, SD, Requirements Analysis, Business Analysis, Logistics, Business Objects, IDoc
Education
Jawaharlal Nehru Technological University
Bachelor of Technology, Electrical and Electronics Engineering
Glenn Marchi, Ph.D. Glenn Marchi, Ph.D.'s TD Ameritrade Experience June 2000 - January 2002
Job Higher Education Administrator, Professor & Military Veteran
Industry Higher Education
Experience
Mercy College June 2012 - Present
Diageo November 2002 - June 2012
Intelitech September 2002 - November 2002
Cervalis February 2002 - July 2002
TD Ameritrade June 2000 - January 2002
IBM January 1983 - June 2000
Skills
Business Continuity, Disaster Recovery, Disaster Preparedness, ITIL, Integration, Visio, Crisis Management, Project Management, Leadership, Strategy, Management, Vendor Management, Team Building, Operations Management, Project Planning, Proposal Writing, Training, MS Project, Software Documentation, Process Improvement, Emergency Management, Strategic Planning, E-commerce, Budgets, Business Strategy, Risk Management, Networking, Program Management, IT Strategy, Public Relations, Outsourcing, Business Process..., Policy, System Administration, Military, Change Management, Project Portfolio..., Team Leadership, Government, Cross-functional Team..., Security Clearance, Security, PMO, Software Development, Product Development, Human Resources
Education
University at Albany, SUNY 1990 — 1999
Ph.D., Information Science
U.S. Army War College 2004 — 2006
Master of Science, Strategic Studies
Marist College 1983 — 1986
M.S., Computer Science
Indiana University of Pennsylvania 1979 — 1982
B.S., Business Administration
Mercy College June 2012 - Present
Diageo November 2002 - June 2012
Intelitech September 2002 - November 2002
Cervalis February 2002 - July 2002
TD Ameritrade June 2000 - January 2002
IBM January 1983 - June 2000
Skills
Business Continuity, Disaster Recovery, Disaster Preparedness, ITIL, Integration, Visio, Crisis Management, Project Management, Leadership, Strategy, Management, Vendor Management, Team Building, Operations Management, Project Planning, Proposal Writing, Training, MS Project, Software Documentation, Process Improvement, Emergency Management, Strategic Planning, E-commerce, Budgets, Business Strategy, Risk Management, Networking, Program Management, IT Strategy, Public Relations, Outsourcing, Business Process..., Policy, System Administration, Military, Change Management, Project Portfolio..., Team Leadership, Government, Cross-functional Team..., Security Clearance, Security, PMO, Software Development, Product Development, Human Resources
Education
University at Albany, SUNY 1990 — 1999
Ph.D., Information Science
U.S. Army War College 2004 — 2006
Master of Science, Strategic Studies
Marist College 1983 — 1986
M.S., Computer Science
Indiana University of Pennsylvania 1979 — 1982
B.S., Business Administration
Cheryl Wray's TD Ameritrade Experience August 2006 - June 2007
Job Senior Consultant at Duty First Consulting
Industry Computer Software
Experience
Duty First Consulting November 2012 - Present
Washington, DC Metropolitan Area January 2010 - Present
OST, Inc. 2015 - 2015
Creative Information Technology, Inc July 2007 - October 2009
TD Ameritrade August 2006 - June 2007
Wells Fargo June 2001 - May 2006
Skills
Technical Writing, Software Documentation, Requirements Gathering, Testing, Business Process, Business Process..., Cross-functional Team..., Project Management, CRM, Software Development, Leadership, Change Management, Troubleshooting, Team Building, Business Development, SDLC, Visio, Business Analysis, Integration, Vendor Management, SharePoint, Software Project..., Requirements Analysis
Education
Howard University
Nyack College
BS, Organization Mangement
Duty First Consulting November 2012 - Present
Washington, DC Metropolitan Area January 2010 - Present
OST, Inc. 2015 - 2015
Creative Information Technology, Inc July 2007 - October 2009
TD Ameritrade August 2006 - June 2007
Wells Fargo June 2001 - May 2006
Skills
Technical Writing, Software Documentation, Requirements Gathering, Testing, Business Process, Business Process..., Cross-functional Team..., Project Management, CRM, Software Development, Leadership, Change Management, Troubleshooting, Team Building, Business Development, SDLC, Visio, Business Analysis, Integration, Vendor Management, SharePoint, Software Project..., Requirements Analysis
Education
Howard University
Nyack College
BS, Organization Mangement
Mark Conklin Mark Conklin's TD Ameritrade Experience September 1996 - September 1998
Job Director Operations at salesforce.com
Industry Internet
Experience
salesforce.com November 2011 - Present
Model Metrics January 2010 - November 2011
Model Metrics September 2004 - December 2009
Honeywell January 2002 - August 2004
First Data Corporation October 1998 - January 2000
TD Ameritrade September 1996 - September 1998
Skills
Project Portfolio..., Agile, Program Management, Salesforce.com, Integration, Cloud Computing, MS Project, SaaS, Change Management, PMO, Team Building, Six Sigma, Strategic Planning, Forecasting, Negotiation, Business Process, Professional Services, Budgeting, Process Improvement, Business Analysis, Portals, Application Development, Force.com, Microsoft Office, Scrum, Product Development, Web Development, Sales Support, Customer Relations, Team Leadership, Visio, HTML, Web Services, Access
Education
Illinois State University 1992 — 1995
M.S., Sociology
Illinois State University 1988 — 1991
B.S., Psychology
Rock Valley College 1986 — 1988
salesforce.com November 2011 - Present
Model Metrics January 2010 - November 2011
Model Metrics September 2004 - December 2009
Honeywell January 2002 - August 2004
First Data Corporation October 1998 - January 2000
TD Ameritrade September 1996 - September 1998
Skills
Project Portfolio..., Agile, Program Management, Salesforce.com, Integration, Cloud Computing, MS Project, SaaS, Change Management, PMO, Team Building, Six Sigma, Strategic Planning, Forecasting, Negotiation, Business Process, Professional Services, Budgeting, Process Improvement, Business Analysis, Portals, Application Development, Force.com, Microsoft Office, Scrum, Product Development, Web Development, Sales Support, Customer Relations, Team Leadership, Visio, HTML, Web Services, Access
Education
Illinois State University 1992 — 1995
M.S., Sociology
Illinois State University 1988 — 1991
B.S., Psychology
Rock Valley College 1986 — 1988
Alex Lukehart's TD Ameritrade Experience October 2010 - Present
Job System Support Engineer II at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2010 - Present
PayPal November 2009 - October 2010
Tyson, Inc May 2009 - August 2009
Tyson, Inc May 2008 - August 2008
Education
University of Northern Iowa 2006 — 2009
Bachelor of Arts, Management Information Systems
Iowa State University
TD Ameritrade October 2010 - Present
PayPal November 2009 - October 2010
Tyson, Inc May 2009 - August 2009
Tyson, Inc May 2008 - August 2008
Education
University of Northern Iowa 2006 — 2009
Bachelor of Arts, Management Information Systems
Iowa State University
Eugene McNamara Eugene McNamara's TD Ameritrade Experience March 1998 - April 2002
Job Senior Software Consultant
Industry Computer Software
Experience
Sigmund Software, Brewster NY August 2012 - Present
Chevron May 2001 - August 2012
TD Ameritrade March 1998 - April 2002
PRODIGY SERVICE CO October 1987 - March 1998
Education
Iona College 1975 — 1979
B.A., Computer Science
Iona College
MBA, Management Information Science
Sigmund Software, Brewster NY August 2012 - Present
Chevron May 2001 - August 2012
TD Ameritrade March 1998 - April 2002
PRODIGY SERVICE CO October 1987 - March 1998
Education
Iona College 1975 — 1979
B.A., Computer Science
Iona College
MBA, Management Information Science
Ravikanth Athipatla Ravikanth Athipatla's TD Ameritrade Experience April 2012 - Present
Job Technical Consultant
Industry Information Technology and Services
Experience
TD Ameritrade April 2012 - Present
ACI Worldwide March 2011 - April 2012
TD Ameritrade August 2009 - March 2011
Advanced Technology Systems January 2009 - August 2009
Lincoln Financial Group May 2008 - December 2008
Physicians Mutual July 2006 - May 2008
Union Pacific RailRoad February 2003 - July 2006
Skills
PaaS, OpenShift, Java Enterprise Edition, Spring, SOA, JMS, Hibernate, Agile Methodologies, Java, Ant, EJB, XML, Enterprise Architecture, Weblogic, JBoss Application Server, Struts, Software Development, JSP, Maven, AJAX, Web Services, Web Applications, JavaScript, jQuery, Dojo, Groovy, ESB, Continuous Integration, Design Patterns, Databases, Technology Evaluation, Technology Integration, JDBC, J2EE, JSF, Spring MVC, Grails, CSS, ORM, JPA, Application Development, Modeling, OOAD, Team Building, Coaching, Mentoring, Technology..., Websphere, ExtJS, Technology Evangelism
Education
Kansas State University 2000 — 2002
MS, Computing & Info. Sciences
Indian Institute of Technology, Madras 1996 — 2000
BTech, Chemical Engineering
TD Ameritrade April 2012 - Present
ACI Worldwide March 2011 - April 2012
TD Ameritrade August 2009 - March 2011
Advanced Technology Systems January 2009 - August 2009
Lincoln Financial Group May 2008 - December 2008
Physicians Mutual July 2006 - May 2008
Union Pacific RailRoad February 2003 - July 2006
Skills
PaaS, OpenShift, Java Enterprise Edition, Spring, SOA, JMS, Hibernate, Agile Methodologies, Java, Ant, EJB, XML, Enterprise Architecture, Weblogic, JBoss Application Server, Struts, Software Development, JSP, Maven, AJAX, Web Services, Web Applications, JavaScript, jQuery, Dojo, Groovy, ESB, Continuous Integration, Design Patterns, Databases, Technology Evaluation, Technology Integration, JDBC, J2EE, JSF, Spring MVC, Grails, CSS, ORM, JPA, Application Development, Modeling, OOAD, Team Building, Coaching, Mentoring, Technology..., Websphere, ExtJS, Technology Evangelism
Education
Kansas State University 2000 — 2002
MS, Computing & Info. Sciences
Indian Institute of Technology, Madras 1996 — 2000
BTech, Chemical Engineering
Saby Panda Saby Panda's TD Ameritrade Experience June 2010 - Present
Job Director, Retail CRM, Unified Communications and Client Onboarding Systems Strategy & Operations
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Infogroup June 2008 - February 2010
infoUSA June 2004 - June 2008
Infousa.com January 2002 - June 2004
American Management Systems (AMS), Denver, Colorado June 2001 - December 2001
infoUSA April 1999 - June 2001
Development Consultants Ltd, Calcutta, India, 1995 - 1997
TATA Iron & Steel Company, Kharagpur, India 1994 - 1995
Skills
Program Management, CRM, Salesforce.com, Cross-functional Team..., Financial Services, Online Advertising, Analytics, Product Management, SaaS, Competitive Analysis, Business Development, Business Intelligence, Strategic Partnerships, Project Management, Business Process, Online Marketing, SDLC, E-commerce, Mergers & Acquisitions, Integration, Agile Methodologies, Direct Marketing, Integrated Marketing, Vendor Management, Outsourcing, Email Marketing, Product Development, Requirements Analysis, Enterprise Software, Process Improvement, SEM, Strategy, Web Products, Wealth Management..., Social Media, Series 24, Series 63, Portfolio Management, Customer Segmentation..., Data Strategies, Big Data, Management, Leadership, Project Portfolio..., Consulting, Sales Operations, Analysis, Strategic Planning, Software Development
Education
Stanford University 2008 — 2009
Advanced Project Management
Indian Institute of Technology, Kharagpur 1997 — 1999
MBA, Systems Management
Jadavpur University 1990 — 1994
BS, Mechanical Engineering
TD Ameritrade June 2010 - Present
Infogroup June 2008 - February 2010
infoUSA June 2004 - June 2008
Infousa.com January 2002 - June 2004
American Management Systems (AMS), Denver, Colorado June 2001 - December 2001
infoUSA April 1999 - June 2001
Development Consultants Ltd, Calcutta, India, 1995 - 1997
TATA Iron & Steel Company, Kharagpur, India 1994 - 1995
Skills
Program Management, CRM, Salesforce.com, Cross-functional Team..., Financial Services, Online Advertising, Analytics, Product Management, SaaS, Competitive Analysis, Business Development, Business Intelligence, Strategic Partnerships, Project Management, Business Process, Online Marketing, SDLC, E-commerce, Mergers & Acquisitions, Integration, Agile Methodologies, Direct Marketing, Integrated Marketing, Vendor Management, Outsourcing, Email Marketing, Product Development, Requirements Analysis, Enterprise Software, Process Improvement, SEM, Strategy, Web Products, Wealth Management..., Social Media, Series 24, Series 63, Portfolio Management, Customer Segmentation..., Data Strategies, Big Data, Management, Leadership, Project Portfolio..., Consulting, Sales Operations, Analysis, Strategic Planning, Software Development
Education
Stanford University 2008 — 2009
Advanced Project Management
Indian Institute of Technology, Kharagpur 1997 — 1999
MBA, Systems Management
Jadavpur University 1990 — 1994
BS, Mechanical Engineering
Michelle Rix Michelle Rix's TD Ameritrade Experience March 2013 - April 2013
Job Business Administration
Industry Financial Services
Experience
Bank of the West May 2013 - September 2013
TD Ameritrade March 2013 - April 2013
George Thomas Realty/GTRSales/Auto Insurance Mart July 2012 - January 2013
Pacific Life January 2006 - April 2012
The Marketing Alliance, Inc May 2005 - October 2005
CNA Insurance 1999 - 2005
Skills
-Average typing speed..., Logistics Management, Financial Management..., Multitasking Skills, -Proficient use of..., Multi-line Telephone..., Marketing, Mutual Funds, QuickBooks, Life Insurance, Multi-line Phone
Education
Iowa Western Community College 1999 — 2000
Associate of Arts (AA), Business Administration and Management, General
Thomas Jefferson High School 1995 — 1999
Honors Diploma, College Prep, General Studies, 4.0
Bank of the West May 2013 - September 2013
TD Ameritrade March 2013 - April 2013
George Thomas Realty/GTRSales/Auto Insurance Mart July 2012 - January 2013
Pacific Life January 2006 - April 2012
The Marketing Alliance, Inc May 2005 - October 2005
CNA Insurance 1999 - 2005
Skills
-Average typing speed..., Logistics Management, Financial Management..., Multitasking Skills, -Proficient use of..., Multi-line Telephone..., Marketing, Mutual Funds, QuickBooks, Life Insurance, Multi-line Phone
Education
Iowa Western Community College 1999 — 2000
Associate of Arts (AA), Business Administration and Management, General
Thomas Jefferson High School 1995 — 1999
Honors Diploma, College Prep, General Studies, 4.0
Witold Cyrek Witold Cyrek's TD Ameritrade Experience June 2013 - August 2013
Job Software Developer at Comrise
Industry Information Technology and Services
Experience
Comrise April 2015 - Present
Advantage Insurance Group, LLC March 2014 - April 2015
Self Employed June 2012 - March 2014
TD Ameritrade June 2013 - August 2013
Hudson County Community College September 2012 - January 2013
Hudson County Community College September 2011 - September 2012
Skills
Java, Website Development, JavaScript, HTML, jQuery, C++, Database Design, SQL, CompTIA A+ Certification, AJAX, CSS3, PHP, C#, Fortran 95, Assembly Language, SQLite, MySQL, Nokia Qt, Tcl-Tk, XNA, Git, Web Development, CSS, Lexis/Nexis, Principia, Github, ClearCase, d3.js, Management
Education
New Jersey Institute of Technology 2012 — 2015
Bachelor of Science (B.S.), Computer Science, 3.6
Hudson County Community College 2011 — 2012
Associate of Science (A.S.), Computer Science, 3.9
Comrise April 2015 - Present
Advantage Insurance Group, LLC March 2014 - April 2015
Self Employed June 2012 - March 2014
TD Ameritrade June 2013 - August 2013
Hudson County Community College September 2012 - January 2013
Hudson County Community College September 2011 - September 2012
Skills
Java, Website Development, JavaScript, HTML, jQuery, C++, Database Design, SQL, CompTIA A+ Certification, AJAX, CSS3, PHP, C#, Fortran 95, Assembly Language, SQLite, MySQL, Nokia Qt, Tcl-Tk, XNA, Git, Web Development, CSS, Lexis/Nexis, Principia, Github, ClearCase, d3.js, Management
Education
New Jersey Institute of Technology 2012 — 2015
Bachelor of Science (B.S.), Computer Science, 3.6
Hudson County Community College 2011 — 2012
Associate of Science (A.S.), Computer Science, 3.9
Dan Faline, PMP Dan Faline, PMP's TD Ameritrade Experience March 2013 - Present
Job Director Program, Project & Risk and Chief of Staff to CTO at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2013 - Present
TD Ameritrade 2011 - March 2013
TD Ameritrade 2007 - 2010
TD Ameritrade 2006 - 2007
TD Waterhouse 2001 - 2005
Skills
Financial Services, Cross-functional Team..., Portfolio Management, Enterprise Architecture, Team Leadership, Operational Risk, Program Management, SDLC
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts, Economics, Japanese Language
Hokkaido University 1994 — 1994
Japanese Language Study
TD Ameritrade March 2013 - Present
TD Ameritrade 2011 - March 2013
TD Ameritrade 2007 - 2010
TD Ameritrade 2006 - 2007
TD Waterhouse 2001 - 2005
Skills
Financial Services, Cross-functional Team..., Portfolio Management, Enterprise Architecture, Team Leadership, Operational Risk, Program Management, SDLC
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts, Economics, Japanese Language
Hokkaido University 1994 — 1994
Japanese Language Study
Steve Goldberg, CDMP Steve Goldberg, CDMP's TD Ameritrade Experience May 2015 - Present
Job
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
TD Ameritrade August 2014 - May 2015
Dun & Bradstreet (D&B) March 2004 - August 2014
Express Scripts (formerly Medco Health Solutions) 1997 - 2003
Gifted Child Society 1993 - 2002
United Parcel Service (UPS) 1991 - 1997
CIGNA Worldwide 1987 - 1991
National Council on Compensation Insurance (NCCI) 1984 - 1986
Customation, Inc. 1983 - 1984
Skills
Data Modeling, Data Architecture, Process Modeling, Enterprise Architecture, Data Quality, Data Integration, Data Warehousing, ETL, Master Data Management, Business Intelligence, Database Design, Data Management, SDLC, DB2, Requirements Analysis, Erwin, Requirements Gathering, Databases, XML Schema, XBRL, XML Spy, Data Analysis, Project Management, Thought Leadership, Technical Leadership, Team Leadership, Strategic Leadership, Data and Information..., Data Governance, Information Architecture, Data Mapping, Metadata Management, SQL, Enterprise Data Modeling, Data Architects, Logical Data Modeling, XML Schema Design, Enterprise Software, Software Project..., Data Warehouse..., IT Strategy, Application Architecture, Big Data
Education
Iona College 1987 — 1992
Master's Degree
Rowan University 1979 — 1983
Bachelor of Science
TD Ameritrade May 2015 - Present
TD Ameritrade August 2014 - May 2015
Dun & Bradstreet (D&B) March 2004 - August 2014
Express Scripts (formerly Medco Health Solutions) 1997 - 2003
Gifted Child Society 1993 - 2002
United Parcel Service (UPS) 1991 - 1997
CIGNA Worldwide 1987 - 1991
National Council on Compensation Insurance (NCCI) 1984 - 1986
Customation, Inc. 1983 - 1984
Skills
Data Modeling, Data Architecture, Process Modeling, Enterprise Architecture, Data Quality, Data Integration, Data Warehousing, ETL, Master Data Management, Business Intelligence, Database Design, Data Management, SDLC, DB2, Requirements Analysis, Erwin, Requirements Gathering, Databases, XML Schema, XBRL, XML Spy, Data Analysis, Project Management, Thought Leadership, Technical Leadership, Team Leadership, Strategic Leadership, Data and Information..., Data Governance, Information Architecture, Data Mapping, Metadata Management, SQL, Enterprise Data Modeling, Data Architects, Logical Data Modeling, XML Schema Design, Enterprise Software, Software Project..., Data Warehouse..., IT Strategy, Application Architecture, Big Data
Education
Iona College 1987 — 1992
Master's Degree
Rowan University 1979 — 1983
Bachelor of Science
Vincent Hearne Vincent Hearne's TD Ameritrade Experience 2000 - 2004
Job FINANCE PROFESSIONAL: GURU in PUBLICLY TRADED COMPANIES
Industry Financial Services
Experience
California Master Tiles July 2015 - Present
Vincent Hearne Inc. January 2009 - Present
Rapid Realty 2009 - 2010
OFFMAN SECURITIES 2009 - 2010
JP Morgan Chase 2007 - 2009
Bear Stearns 2005 - 2007
MET LIFE 2004 - 2005
TD Ameritrade 2000 - 2004
NYSE 1991 - 1999
Skills
Options, Brokerage, Risk Management, Hedging, Equities, Asset Managment, Securities, Prime Brokerage, Trading, Portfolio Management, Investments, Derivatives, Forecasting, Asset, Customer Service, Business, Account Management, VBA, Series 7, Financial Analysis, Series 63, Mutual Funds, Banking, Finance, Financial Services, Investment Banking, Financial Markets, Wealth Management, Financial Modeling, Alternative Investments, Valuation, Financial Risk, Due Diligence, Equity Derivatives, Mergers, Strategy, Emerging Markets, Corporate Finance, Economics, Market Data, Financial Advisory, Credit Risk, Investment Management, Relationship Management, Analysis, Management, Structured Products, Equity Trading, Asset Allocation, Technical Analysis
Education
Iona College 1990 — 1991
SERIES 7 /SERIES 63/LIFE and HEALTH INSURANCE EXAMS/REAL ESTATE SALESPERSON EXAM, ECONOMICS
Xavier High School 1987 — 1990
Economics
California Master Tiles July 2015 - Present
Vincent Hearne Inc. January 2009 - Present
Rapid Realty 2009 - 2010
OFFMAN SECURITIES 2009 - 2010
JP Morgan Chase 2007 - 2009
Bear Stearns 2005 - 2007
MET LIFE 2004 - 2005
TD Ameritrade 2000 - 2004
NYSE 1991 - 1999
Skills
Options, Brokerage, Risk Management, Hedging, Equities, Asset Managment, Securities, Prime Brokerage, Trading, Portfolio Management, Investments, Derivatives, Forecasting, Asset, Customer Service, Business, Account Management, VBA, Series 7, Financial Analysis, Series 63, Mutual Funds, Banking, Finance, Financial Services, Investment Banking, Financial Markets, Wealth Management, Financial Modeling, Alternative Investments, Valuation, Financial Risk, Due Diligence, Equity Derivatives, Mergers, Strategy, Emerging Markets, Corporate Finance, Economics, Market Data, Financial Advisory, Credit Risk, Investment Management, Relationship Management, Analysis, Management, Structured Products, Equity Trading, Asset Allocation, Technical Analysis
Education
Iona College 1990 — 1991
SERIES 7 /SERIES 63/LIFE and HEALTH INSURANCE EXAMS/REAL ESTATE SALESPERSON EXAM, ECONOMICS
Xavier High School 1987 — 1990
Economics
Sharon Nassir's TD Ameritrade Experience 1993 - 2006
Job Senior Financial AdvisorMerrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
StockCross 2007 - 2011
TD Ameritrade 1993 - 2006
Bank of America 1991 - 1993
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Fixed Income, Insurance, Banking, Wealth Management..., Financial Planners, High Net Worth..., Wealth Management, Fixed Annuities, IRAs, Financial Planning, Investment Advisory, Investment Management, Bonds, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Series 63, Financial Advisory, Investment Strategies, Financial Services, Retirement
Education
Hofstra University 1987 — 1991
BA, Business Marketing
Merrill Lynch 2011 - Present
StockCross 2007 - 2011
TD Ameritrade 1993 - 2006
Bank of America 1991 - 1993
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Fixed Income, Insurance, Banking, Wealth Management..., Financial Planners, High Net Worth..., Wealth Management, Fixed Annuities, IRAs, Financial Planning, Investment Advisory, Investment Management, Bonds, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Series 63, Financial Advisory, Investment Strategies, Financial Services, Retirement
Education
Hofstra University 1987 — 1991
BA, Business Marketing
Jamie Bangs Jamie Bangs's TD Ameritrade Experience 2008 - 2015
Job Account Clerk at Applied Underwriters
Industry Insurance
Experience
Applied Underwriters September 2015 - Present
TD Ameritrade 2008 - 2015
ECI February 2007 - June 2008
State Farm May 2006 - February 2007
Mills County State Bank (now 1st National Bank) June 2006 - January 2007
Council Bluffs Community Schools July 2005 - March 2006
Pamida Corporate Office October 2004 - July 2005
Embassy Suites Hotel Omaha April 1999 - September 2004
Doubletree by Hilton Omaha Downtown June 1994 - April 1999
Skills
Receptionist Duties, Administrative..., Data Entry, Customer Service, Telephone Skills, Outlook, Microsoft Word, Spreadsheets, Office Management, Office Administration, Sales, Fax, Microsoft Office, PowerPoint, Teamwork, File Management, Time Management, 10 Key, Event Planning, Microsoft Excel, Customer Satisfaction
Education
Iowa Western Community College 1991 — 1993
Associate's degree, Administrative Assistant and Secretarial Science, General
Glenwood Community High School 1988 — 1991
Diploma, General
Applied Underwriters September 2015 - Present
TD Ameritrade 2008 - 2015
ECI February 2007 - June 2008
State Farm May 2006 - February 2007
Mills County State Bank (now 1st National Bank) June 2006 - January 2007
Council Bluffs Community Schools July 2005 - March 2006
Pamida Corporate Office October 2004 - July 2005
Embassy Suites Hotel Omaha April 1999 - September 2004
Doubletree by Hilton Omaha Downtown June 1994 - April 1999
Skills
Receptionist Duties, Administrative..., Data Entry, Customer Service, Telephone Skills, Outlook, Microsoft Word, Spreadsheets, Office Management, Office Administration, Sales, Fax, Microsoft Office, PowerPoint, Teamwork, File Management, Time Management, 10 Key, Event Planning, Microsoft Excel, Customer Satisfaction
Education
Iowa Western Community College 1991 — 1993
Associate's degree, Administrative Assistant and Secretarial Science, General
Glenwood Community High School 1988 — 1991
Diploma, General
Bala Avinash Gottam Bala Avinash Gottam's TD Ameritrade Experience August 2014 - Present
Job Windows Server Administrator at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade August 2014 - Present
Krispan Inc. September 2013 - June 2014
Skills
Microsoft Servers, Microsoft Cluster, IBM BigFix, Powershell, VMware, Information Technology, IT Operations, Microsoft Excel, SDLC, C, Verilog, Research, Keil, Embedded C, Cadence Virtuoso, Microsoft Office, Orcad, Digital Designs, VCS
Education
University of California, Santa Cruz 2013 — 2014
Certification, VLSI
Jawaharlal Nehru Technological University 2012 — 2014
VLSI And Embedded System Design
Bharat Institute Of Engineering And Technology 2007 — 2011
B.tech, electronics and communication engineering
TD Ameritrade August 2014 - Present
Krispan Inc. September 2013 - June 2014
Skills
Microsoft Servers, Microsoft Cluster, IBM BigFix, Powershell, VMware, Information Technology, IT Operations, Microsoft Excel, SDLC, C, Verilog, Research, Keil, Embedded C, Cadence Virtuoso, Microsoft Office, Orcad, Digital Designs, VCS
Education
University of California, Santa Cruz 2013 — 2014
Certification, VLSI
Jawaharlal Nehru Technological University 2012 — 2014
VLSI And Embedded System Design
Bharat Institute Of Engineering And Technology 2007 — 2011
B.tech, electronics and communication engineering
Garin Bulger's TD Ameritrade Experience December 2013 - June 2014
Job Lead Product Designer at Skedaddle
Industry Graphic Design
Experience
Skedaddle April 2015 - Present
Tag Worldwide July 2014 - April 2015
TD Ameritrade December 2013 - June 2014
The Lab June 2013 - July 2013
Havas Worldwide April 2013 - June 2013
Food Network December 2012 - April 2013
DIRECTV November 2012 - November 2012
Macy's August 2012 - November 2012
Quidsi Inc. July 2011 - August 2012
Scholastic May 2011 - June 2011
Skills
Graphic Design, Web Design, Art Direction, iOS Design, Social Media, Email Marketing, Facebook, Online Advertising, Photoshop, InDesign, Illustrator, Mobile Wireframes, Web Wireframes
Education
Savannah College of Art and Design 2011 — 2014
MFA, Graphic Design
Ithaca College 2006 — 2010
BS, Integrated Marketing Communications, Advertising
Skedaddle April 2015 - Present
Tag Worldwide July 2014 - April 2015
TD Ameritrade December 2013 - June 2014
The Lab June 2013 - July 2013
Havas Worldwide April 2013 - June 2013
Food Network December 2012 - April 2013
DIRECTV November 2012 - November 2012
Macy's August 2012 - November 2012
Quidsi Inc. July 2011 - August 2012
Scholastic May 2011 - June 2011
Skills
Graphic Design, Web Design, Art Direction, iOS Design, Social Media, Email Marketing, Facebook, Online Advertising, Photoshop, InDesign, Illustrator, Mobile Wireframes, Web Wireframes
Education
Savannah College of Art and Design 2011 — 2014
MFA, Graphic Design
Ithaca College 2006 — 2010
BS, Integrated Marketing Communications, Advertising
Joe Berven's TD Ameritrade Experience August 2014 - April 2015
Job Owner at Berven Marketing Group
Industry Consumer Goods
Experience
Tradesmen International April 2015 - Present
Berven Marketing Group March 2008 - Present
TD Ameritrade August 2014 - April 2015
TD Ameritrade January 2014 - July 2014
AAA Life Insurance Company December 2012 - December 2013
Crew2 August 2011 - November 2012
Information Providers January 2011 - August 2011
ADP January 2010 - January 2011
Wells Fargo June 2008 - January 2010
Skills
Customer Service, Sales, Insurance, Retail, Management, Employee Benefits, Workers Compensation, Outlook, Microsoft Office, Microsoft Word, Team Building, Process Improvement, Customer Satisfaction, Human Resources, Payroll, Leadership, Marketing, Call Centers, Negotiation, Microsoft Excel, Public Speaking, Event Planning, Social Networking, Time Management, PowerPoint, Budgets, Cold Calling, Financial Analysis, Sales Management, Team Leadership, Social Media Marketing, Marketing Strategy, Teamwork, Strategic Planning, Salesforce.com, Access, Life Insurance, Coaching, Advertising, Event Management, Social Media, Training, Account Management, Analysis, Research, New Business Development
Education
Iowa Lakes Community College 2006 — 2008
Associate's Degree Business Management, Business Administration, Management and Operations, GPA - 3.1
Graettinger-Terril High 2002 — 2006
High School Diploma, High School/Secondary Diplomas and Certificates, GPA - 2.90
Tradesmen International April 2015 - Present
Berven Marketing Group March 2008 - Present
TD Ameritrade August 2014 - April 2015
TD Ameritrade January 2014 - July 2014
AAA Life Insurance Company December 2012 - December 2013
Crew2 August 2011 - November 2012
Information Providers January 2011 - August 2011
ADP January 2010 - January 2011
Wells Fargo June 2008 - January 2010
Skills
Customer Service, Sales, Insurance, Retail, Management, Employee Benefits, Workers Compensation, Outlook, Microsoft Office, Microsoft Word, Team Building, Process Improvement, Customer Satisfaction, Human Resources, Payroll, Leadership, Marketing, Call Centers, Negotiation, Microsoft Excel, Public Speaking, Event Planning, Social Networking, Time Management, PowerPoint, Budgets, Cold Calling, Financial Analysis, Sales Management, Team Leadership, Social Media Marketing, Marketing Strategy, Teamwork, Strategic Planning, Salesforce.com, Access, Life Insurance, Coaching, Advertising, Event Management, Social Media, Training, Account Management, Analysis, Research, New Business Development
Education
Iowa Lakes Community College 2006 — 2008
Associate's Degree Business Management, Business Administration, Management and Operations, GPA - 3.1
Graettinger-Terril High 2002 — 2006
High School Diploma, High School/Secondary Diplomas and Certificates, GPA - 2.90
SHELBY ROSS's TD Ameritrade Experience August 2008 - August 2012
Job Reading Intervention Specialist at Indianapolis Public Schools
Industry Education Management
Experience
Indianapolis Public Schools August 2014 - Present
The New Teacher Project May 2014 - Present
Freedom Mortgage November 2012 - May 2014
TD Ameritrade August 2008 - August 2012
Skills
Teaching, Curriculum Design, Leadership, Community Outreach, Program Management, Public Speaking, Strategic Planning, Team Building, Customer Service, Microsoft Office, Event Planning, Leadership Development, Research
Education
Marian University 2014 — 2016
Indiana State University 2000 — 2004
Indianapolis Public Schools August 2014 - Present
The New Teacher Project May 2014 - Present
Freedom Mortgage November 2012 - May 2014
TD Ameritrade August 2008 - August 2012
Skills
Teaching, Curriculum Design, Leadership, Community Outreach, Program Management, Public Speaking, Strategic Planning, Team Building, Customer Service, Microsoft Office, Event Planning, Leadership Development, Research
Education
Marian University 2014 — 2016
Indiana State University 2000 — 2004
Swathi Kooturu Swathi Kooturu's TD Ameritrade Experience February 2004 - January 2005
Job Sr Technical Analyst at MAXIMUS
Industry Information Technology and Services
Experience
MAXIMUS January 2012 - Present
REI Systems November 2008 - January 2012
FDIC February 2005 - September 2005
TD Ameritrade February 2004 - January 2005
Skills
QTP, SDLC, Agile Methodologies, Requirements Analysis, Unix, Testing, Test Planning, Quality Assurance, IIS, SQL, JIRA, XML, Software Quality..., Scrum, Microsoft SQL Server, Quality Center, Web Applications, .NET, VB.NET, Java
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors in Technology, Electronics and Communication Engineering
MAXIMUS January 2012 - Present
REI Systems November 2008 - January 2012
FDIC February 2005 - September 2005
TD Ameritrade February 2004 - January 2005
Skills
QTP, SDLC, Agile Methodologies, Requirements Analysis, Unix, Testing, Test Planning, Quality Assurance, IIS, SQL, JIRA, XML, Software Quality..., Scrum, Microsoft SQL Server, Quality Center, Web Applications, .NET, VB.NET, Java
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors in Technology, Electronics and Communication Engineering
Kevin Toner Kevin Toner's TD Ameritrade Experience May 2014 - August 2014
Job Intern at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology June 2015 - Present
TD Ameritrade May 2014 - August 2014
Sigma Phi Epsilon June 2014 - July 2014
Education
John Cook School of Business at Saint Louis University 2013 — 2017
Bachelor of Science (B.S.) expected
Saint Louis University in Madrid, Spain
Creighton Preparatory School 2009 — 2013
World Wide Technology June 2015 - Present
TD Ameritrade May 2014 - August 2014
Sigma Phi Epsilon June 2014 - July 2014
Education
John Cook School of Business at Saint Louis University 2013 — 2017
Bachelor of Science (B.S.) expected
Saint Louis University in Madrid, Spain
Creighton Preparatory School 2009 — 2013
Brittany McDowell's TD Ameritrade Experience December 2013 - July 2014
Job Escrow Closing Processor at DRI Title & Escrow
Industry Real Estate
Experience
DRI Title & Escrow May 2015 - Present
Applied Underwriters August 2014 - April 2015
TD Ameritrade December 2013 - July 2014
Union Pacific streamliner credit union December 2012 - March 2013
Family in council bluffs October 2011 - November 2012
Shopko June 2010 - September 2011
Skills
Phone Etiquette, Organization, Leadership, Team Building, Team Leadership, Adaptability, Learning Quickly, Time Management, Telephone Skills, Customer Satisfaction, Call Centers, Customer Experience, Teamwork, Customer Retention, 10 Key, Sales, Banking, People Skills, Employee Training, People-oriented, Cashiering, Retail, Training, Microsoft Office, PowerPoint, Customer Service, Microsoft Word
Education
Kaplan University-Omaha Campus 2013 — 2014
N/a, Dental Assisting/Assistant
Iowa Western Community College 2009 — 2010
None, General
DRI Title & Escrow May 2015 - Present
Applied Underwriters August 2014 - April 2015
TD Ameritrade December 2013 - July 2014
Union Pacific streamliner credit union December 2012 - March 2013
Family in council bluffs October 2011 - November 2012
Shopko June 2010 - September 2011
Skills
Phone Etiquette, Organization, Leadership, Team Building, Team Leadership, Adaptability, Learning Quickly, Time Management, Telephone Skills, Customer Satisfaction, Call Centers, Customer Experience, Teamwork, Customer Retention, 10 Key, Sales, Banking, People Skills, Employee Training, People-oriented, Cashiering, Retail, Training, Microsoft Office, PowerPoint, Customer Service, Microsoft Word
Education
Kaplan University-Omaha Campus 2013 — 2014
N/a, Dental Assisting/Assistant
Iowa Western Community College 2009 — 2010
None, General
Elinor Oziel Elinor Oziel's TD Ameritrade Experience June 2014 - August 2014
Job Technical Writer/Junior BA/Technological Specialist/IT Professional
Industry Information Technology and Services
Experience
Aquilent November 2014 - February 2015
TD Ameritrade June 2014 - August 2014
T. Rowe Price June 2013 - August 2013
Metrico Wireless June 2012 - August 2012
NASA Goddard Space Flight Center June 2011 - August 2011
NASA, Goddard Flight Facility USRP June 2011 - August 2011
NASA, Wallops Flight Facility Step April 2010 - August 2010
Salisbury University January 2008 - May 2010
Skills
Access, Microsoft Office, Microsoft Excel, Databases, Windows, Data Analysis, Technical Writing, Research, Matlab, Java, Linux, PowerPoint, Training, Microsoft Word, Budgets, Windows 7, HTML, C++, Outlook, Solidworks, Analysis, Public Speaking, Testing, Leadership, Programming, Event Planning, Sales, Management, Photoshop, Visual Studio, JavaScript, Visio, Software Documentation, Project Planning, Electronics, Entrepreneurship, Engineering, Troubleshooting, Negotiation, Spanish, Team Building, Operations Management, Coaching, Strategic Planning, Customer Service
Education
University of Maryland Baltimore County 2008 — 2015
B.S, Information Systems, 3.16
Howard Community College 2010 — 2012
Associates Degree, Engineering, Mathematics and General Studies
Marriotts Ridge 2005 — 2008
High School Diploma, General Studies, 3.57
Aquilent November 2014 - February 2015
TD Ameritrade June 2014 - August 2014
T. Rowe Price June 2013 - August 2013
Metrico Wireless June 2012 - August 2012
NASA Goddard Space Flight Center June 2011 - August 2011
NASA, Goddard Flight Facility USRP June 2011 - August 2011
NASA, Wallops Flight Facility Step April 2010 - August 2010
Salisbury University January 2008 - May 2010
Skills
Access, Microsoft Office, Microsoft Excel, Databases, Windows, Data Analysis, Technical Writing, Research, Matlab, Java, Linux, PowerPoint, Training, Microsoft Word, Budgets, Windows 7, HTML, C++, Outlook, Solidworks, Analysis, Public Speaking, Testing, Leadership, Programming, Event Planning, Sales, Management, Photoshop, Visual Studio, JavaScript, Visio, Software Documentation, Project Planning, Electronics, Entrepreneurship, Engineering, Troubleshooting, Negotiation, Spanish, Team Building, Operations Management, Coaching, Strategic Planning, Customer Service
Education
University of Maryland Baltimore County 2008 — 2015
B.S, Information Systems, 3.16
Howard Community College 2010 — 2012
Associates Degree, Engineering, Mathematics and General Studies
Marriotts Ridge 2005 — 2008
High School Diploma, General Studies, 3.57
Andrew Hadeed Andrew Hadeed's TD Ameritrade Experience June 2011 - August 2011
Job Rice University Candidate for MBA, May 2017
Industry Banking
Experience
J.P. Morgan June 2012 - June 2015
TD Ameritrade June 2011 - August 2011
Daoud Trading Co June 2009 - August 2009
Skills
Travel - Syria, Lebanon, Fluent - Arabic, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Bloomberg, Portfolio Management, Equities, Fixed Income, Series 7, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Bloomberg Terminal
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Candidate for Master of Business Administration (MBA) degree, May 2017
Texas Christian University 2008 — 2012
Bachelor of Business Administration, International Finance
All Saints Episcopal School 1995 — 2008
J.P. Morgan June 2012 - June 2015
TD Ameritrade June 2011 - August 2011
Daoud Trading Co June 2009 - August 2009
Skills
Travel - Syria, Lebanon, Fluent - Arabic, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Bloomberg, Portfolio Management, Equities, Fixed Income, Series 7, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Bloomberg Terminal
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Candidate for Master of Business Administration (MBA) degree, May 2017
Texas Christian University 2008 — 2012
Bachelor of Business Administration, International Finance
All Saints Episcopal School 1995 — 2008
Christopher Lucas, RPLU Christopher Lucas, RPLU's TD Ameritrade Experience 1995 - 1999
Job Underwriting Specialist at CNA
Industry Insurance
Experience
CNA Insurance February 2015 - Present
Dealey, Renton & Associates April 2006 - December 2014
Woodruff-Sawyer & Co 2005 - 2005
Marsh 2003 - 2005
Morgan Stanley 2001 - 2002
OffRoad Capital 1999 - 2000
TD Ameritrade 1995 - 1999
Skills
Underwriting, Liability, Insurance, Fiduciary, Project Management
Education
Humboldt State University
B.S., Business Finance
CNA Insurance February 2015 - Present
Dealey, Renton & Associates April 2006 - December 2014
Woodruff-Sawyer & Co 2005 - 2005
Marsh 2003 - 2005
Morgan Stanley 2001 - 2002
OffRoad Capital 1999 - 2000
TD Ameritrade 1995 - 1999
Skills
Underwriting, Liability, Insurance, Fiduciary, Project Management
Education
Humboldt State University
B.S., Business Finance
Kiara Anderson's TD Ameritrade Experience October 2012 - February 2013
Job MAFM
Industry Accounting
Experience
Icon April 2015 - Present
Icon August 2014 - April 2015
Icon April 2013 - August 2014
The Limited June 2012 - August 2013
TD Ameritrade October 2012 - February 2013
Town of Normal, IL January 2012 - May 2012
Skills
Accounting, Accounts Payable, Microsoft Excel, Financial Reporting, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Cash Flow, Financial Analysis, Access, Data Entry, Customer Service, Forecasting, Process Improvement, Finance, Leadership, Team Building, Management, Account Reconciliation, Financial Statements, Analysis
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master's Degree, Accounting and Finance
Keller Graduate School of Management of DeVry University 2012 — 2014
Graduate Certificate, Financial Analysis
Illinois State University 2008 — 2012
Bachelor's Degree, Finance, General
Icon April 2015 - Present
Icon August 2014 - April 2015
Icon April 2013 - August 2014
The Limited June 2012 - August 2013
TD Ameritrade October 2012 - February 2013
Town of Normal, IL January 2012 - May 2012
Skills
Accounting, Accounts Payable, Microsoft Excel, Financial Reporting, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Cash Flow, Financial Analysis, Access, Data Entry, Customer Service, Forecasting, Process Improvement, Finance, Leadership, Team Building, Management, Account Reconciliation, Financial Statements, Analysis
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master's Degree, Accounting and Finance
Keller Graduate School of Management of DeVry University 2012 — 2014
Graduate Certificate, Financial Analysis
Illinois State University 2008 — 2012
Bachelor's Degree, Finance, General
Jolene Libretto Jolene Libretto's TD Ameritrade Experience April 2014 - Present
Job Client Communications Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
Inside Out Beauty Bar March 2013 - Present
AECOM March 2011 - December 2013
NASDAQ November 2006 - January 2011
New York Stock Exchange November 2000 - December 2005
Skills
Makeup Artistry, Corporate Communications, Public Relations, Marketing Communications, Internal Communications, Crisis Communications, Strategic Communications, Research, Communications Planning, Public Speaking, Reputation Management, Public Policy, Event Management, Strategic Planning, Leadership, Integrated Marketing, Newsletters, Crisis Management, Event Planning, Corporate Branding, Press Releases, Investor Relations, Social Media, Social Media Marketing, Program Management, Marketing, Interviews, Thought Leadership, Broadcast, Management, Speech Writing, Corporate Social..., Editing
Education
Hofstra University 1993 — 1997
B.A., Communications/Broadcast Journalism
Make-up Designory
Beauty, TV, Film, Airbrush Make-up Artistry, Make-up for Beauty, Editorial, TV, Film, Airbrush application
Iona College
Liberal Arts
TD Ameritrade April 2014 - Present
Inside Out Beauty Bar March 2013 - Present
AECOM March 2011 - December 2013
NASDAQ November 2006 - January 2011
New York Stock Exchange November 2000 - December 2005
Skills
Makeup Artistry, Corporate Communications, Public Relations, Marketing Communications, Internal Communications, Crisis Communications, Strategic Communications, Research, Communications Planning, Public Speaking, Reputation Management, Public Policy, Event Management, Strategic Planning, Leadership, Integrated Marketing, Newsletters, Crisis Management, Event Planning, Corporate Branding, Press Releases, Investor Relations, Social Media, Social Media Marketing, Program Management, Marketing, Interviews, Thought Leadership, Broadcast, Management, Speech Writing, Corporate Social..., Editing
Education
Hofstra University 1993 — 1997
B.A., Communications/Broadcast Journalism
Make-up Designory
Beauty, TV, Film, Airbrush Make-up Artistry, Make-up for Beauty, Editorial, TV, Film, Airbrush application
Iona College
Liberal Arts
Matthew Lindley's TD Ameritrade Experience March 2011 - January 2012
Job Account Manager at Listrak
Industry Computer Software
Experience
Listrak June 2014 - Present
ExactTarget May 2013 - June 2014
ExactTarget January 2012 - May 2013
TD Ameritrade March 2011 - January 2012
MassMutual Financial Group January 2009 - March 2011
Principal Financial Group January 2006 - January 2009
Smith Financial Corporation January 2002 - January 2006
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's degree, Marketing
Listrak June 2014 - Present
ExactTarget May 2013 - June 2014
ExactTarget January 2012 - May 2013
TD Ameritrade March 2011 - January 2012
MassMutual Financial Group January 2009 - March 2011
Principal Financial Group January 2006 - January 2009
Smith Financial Corporation January 2002 - January 2006
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's degree, Marketing
Runa Rahim's TD Ameritrade Experience July 2010 - November 2013
Job Compensation Manager at Thomson Reuters
Industry Human Resources
Experience
Thomson Reuters November 2014 - Present
The Madison Square Garden Company September 2014 - December 2014
News Corp July 2014 - September 2014
New York Presbyterian Hospital May 2014 - June 2014
TD Ameritrade July 2010 - November 2013
Christie's February 2010 - July 2010
Ricoh Americas Corporation January 2009 - February 2010
Sovereign Bank February 2006 - January 2009
Sovereign Bank July 2001 - February 2006
Skills
PeopleSoft, Human Resources, HRIS, Deferred Compensation, Training, Analysis, Personnel Management, Payroll, Budgets, Microsoft Excel, Job Evaluation, Time Management, Incentive Programs, PowerPoint, Microsoft Office, Management, Onboarding, Lotus Notes, Talent Acquisition, Employee Relations, System Administration, ADP Payroll, Job Analysis, Compensation & Benefit, Performance Management
Education
Hudson County Community College 2014 — 2016
Associate's Degree, Business Management, Human Resources
..
Thomson Reuters November 2014 - Present
The Madison Square Garden Company September 2014 - December 2014
News Corp July 2014 - September 2014
New York Presbyterian Hospital May 2014 - June 2014
TD Ameritrade July 2010 - November 2013
Christie's February 2010 - July 2010
Ricoh Americas Corporation January 2009 - February 2010
Sovereign Bank February 2006 - January 2009
Sovereign Bank July 2001 - February 2006
Skills
PeopleSoft, Human Resources, HRIS, Deferred Compensation, Training, Analysis, Personnel Management, Payroll, Budgets, Microsoft Excel, Job Evaluation, Time Management, Incentive Programs, PowerPoint, Microsoft Office, Management, Onboarding, Lotus Notes, Talent Acquisition, Employee Relations, System Administration, ADP Payroll, Job Analysis, Compensation & Benefit, Performance Management
Education
Hudson County Community College 2014 — 2016
Associate's Degree, Business Management, Human Resources
..
Eldrick Ware Eldrick Ware's TD Ameritrade Experience August 1998 - December 1999
Job Operational Management Guru with Keen Ability to Develop Top Talent and Build Exceptional Teams
Industry Financial Services
Experience
Green Tree Servicing January 2000 - Present
TD Ameritrade August 1998 - December 1999
Skills
Call Centers, Team Leadership, Process Improvement, Strategic Planning, Underwriting, Team Building, Recruiting, Microsoft Excel, Project Management, Risk Management, Mortgage Lending, Change Management, Forecasting, Negotiation, Business Development, Leadership, Management, Finance, Financial Services, Portfolio Management
Education
Jackson State University 1994 — 1998
Bachelor of Arts (B.A.), Finance and Financial Management Services
Green Tree Servicing January 2000 - Present
TD Ameritrade August 1998 - December 1999
Skills
Call Centers, Team Leadership, Process Improvement, Strategic Planning, Underwriting, Team Building, Recruiting, Microsoft Excel, Project Management, Risk Management, Mortgage Lending, Change Management, Forecasting, Negotiation, Business Development, Leadership, Management, Finance, Financial Services, Portfolio Management
Education
Jackson State University 1994 — 1998
Bachelor of Arts (B.A.), Finance and Financial Management Services
James Bossert James Bossert's TD Ameritrade Experience 2009 - 2010
Job Sr Performance Improvement Specialist at JPS Hospital
Industry Executive Office
Experience
JPS Hospital March 2015 - Present
ASI Consulting Group, LLC 1988 - February 2015
Bank of America 2014 - 2014
Bank of America 2013 - 2013
Bank of America 2012 - 2013
Bank of America 2011 - 2012
Bank of America 2010 - 2011
TD Ameritrade 2009 - 2010
Bank of America 2007 - 2009
Bank of America 2001 - 2007
Skills
DMAIC, Six Sigma, Lean Manufacturing, Statistics, Operational Excellence, Business Process..., Minitab, Continuous Improvement, Value Stream Mapping, Process Improvement, Quality Management, SPC, Design of Experiments, Black Belt, Process Engineering, Business Transformation, Change Management, Operations Management, Data Analysis, Process Management, 5S, Mentoring, Management Consulting, Manufacturing, Problem Solving, Organizational..., Coaching, Business Analysis, Strategic Planning, Metrics, Performance Improvement, Cross-functional Team..., Business Strategy, FMEA, Deployment, ISO, Root Cause Analysis, Team Building, Quality System, Business Process Mapping, Outsourcing, Risk Management, Leadership, Product Development, Training, Statistical Modeling, Management, Analytics, Quality Assurance, Green Belt
Education
Indiana State University
PhD, Technology Management
Miami University
Rochester Institute of Technology
MS, Applied Math and Statistics
Saint John Fisher College
Bachelor's Degree, Psychology
JPS Hospital March 2015 - Present
ASI Consulting Group, LLC 1988 - February 2015
Bank of America 2014 - 2014
Bank of America 2013 - 2013
Bank of America 2012 - 2013
Bank of America 2011 - 2012
Bank of America 2010 - 2011
TD Ameritrade 2009 - 2010
Bank of America 2007 - 2009
Bank of America 2001 - 2007
Skills
DMAIC, Six Sigma, Lean Manufacturing, Statistics, Operational Excellence, Business Process..., Minitab, Continuous Improvement, Value Stream Mapping, Process Improvement, Quality Management, SPC, Design of Experiments, Black Belt, Process Engineering, Business Transformation, Change Management, Operations Management, Data Analysis, Process Management, 5S, Mentoring, Management Consulting, Manufacturing, Problem Solving, Organizational..., Coaching, Business Analysis, Strategic Planning, Metrics, Performance Improvement, Cross-functional Team..., Business Strategy, FMEA, Deployment, ISO, Root Cause Analysis, Team Building, Quality System, Business Process Mapping, Outsourcing, Risk Management, Leadership, Product Development, Training, Statistical Modeling, Management, Analytics, Quality Assurance, Green Belt
Education
Indiana State University
PhD, Technology Management
Miami University
Rochester Institute of Technology
MS, Applied Math and Statistics
Saint John Fisher College
Bachelor's Degree, Psychology
Shawn Amburgey's TD Ameritrade Experience February 2007 - December 2007
Job Auto and Home Insurance Agent in Indiana
Industry Insurance
Experience
MetLife Auto&Home July 2013 - Present
Indiana Farm Bureau Insurance 2009 - July 2013
United Healthcare 2008 - 2009
Forethought Financial Services January 2008 - June 2008
TD Ameritrade February 2007 - December 2007
Skills
Team Building, Investments, Strategic Financial..., Fixed Annuities, Strategic Planning, Life Insurance, Sales, Employee Benefits, Sales Management, Health Insurance, Process Improvement, Customer Service, Business Analysis, New Business Development, Account Management, Auto Insurance, Commercial Insurance, Insurance Planning, Home Insurance, Financial Planning
Education
Indiana University Kokomo 1989 — 1996
Business Administration, Business, Economics
MetLife Auto&Home July 2013 - Present
Indiana Farm Bureau Insurance 2009 - July 2013
United Healthcare 2008 - 2009
Forethought Financial Services January 2008 - June 2008
TD Ameritrade February 2007 - December 2007
Skills
Team Building, Investments, Strategic Financial..., Fixed Annuities, Strategic Planning, Life Insurance, Sales, Employee Benefits, Sales Management, Health Insurance, Process Improvement, Customer Service, Business Analysis, New Business Development, Account Management, Auto Insurance, Commercial Insurance, Insurance Planning, Home Insurance, Financial Planning
Education
Indiana University Kokomo 1989 — 1996
Business Administration, Business, Economics
Micah Riskin's TD Ameritrade Experience January 2015 - Present
Job Retail Trading Specialist at TD Ameritrade
Industry
Experience
TD Ameritrade January 2015 - Present
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Political Science, Business, 3.226
TD Ameritrade January 2015 - Present
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Political Science, Business, 3.226
Roman Kobrin Roman Kobrin's TD Ameritrade Experience May 2013 - July 2014
Job Investment Consultant at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management September 2014 - Present
TD Ameritrade May 2013 - July 2014
TD Ameritrade April 2013 - May 2013
TD Ameritrade January 2012 - April 2013
The Heartland Group Financial Strategies, LLC April 2011 - January 2012
Innovation Group - Innovation Auto December 2008 - April 2011
ACS Healthcare Solutions June 2006 - August 2006
Skills
Investments, Analysis, Finance, Auditing, Retirement, Tax, Financial Analysis, Financial Modeling, Holistic Financial..., Protection, Investment Planning, Estate Planning, Sales, Mutual Funds, Investment Advisory..., Separately Managed..., Asset Allocation, Tactical Asset..., Alternative Investments, Wealth Management, Salesforce.com, Consultative Sales..., Experienced Sales..., Financial Markets, Equities, Bonds
Education
Illinois State University 2004 — 2008
BS, Finance
Zacks Investment Management September 2014 - Present
TD Ameritrade May 2013 - July 2014
TD Ameritrade April 2013 - May 2013
TD Ameritrade January 2012 - April 2013
The Heartland Group Financial Strategies, LLC April 2011 - January 2012
Innovation Group - Innovation Auto December 2008 - April 2011
ACS Healthcare Solutions June 2006 - August 2006
Skills
Investments, Analysis, Finance, Auditing, Retirement, Tax, Financial Analysis, Financial Modeling, Holistic Financial..., Protection, Investment Planning, Estate Planning, Sales, Mutual Funds, Investment Advisory..., Separately Managed..., Asset Allocation, Tactical Asset..., Alternative Investments, Wealth Management, Salesforce.com, Consultative Sales..., Experienced Sales..., Financial Markets, Equities, Bonds
Education
Illinois State University 2004 — 2008
BS, Finance
Steve Rashis's TD Ameritrade Experience June 2009 - June 2011
Job Partner / Chief Option Strategist at M1 Capital Management
Industry Banking
Experience
M1 Capital Management September 2013 - Present
TD Ameritrade Institutional June 2011 - September 2013
TD Ameritrade June 2009 - June 2011
thinkorswim November 2001 - June 2009
CBOE - SOSNOFF / SHERIDAN GROUP, LLC. August 1987 - November 2001
Skills
Options
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Finance
M1 Capital Management September 2013 - Present
TD Ameritrade Institutional June 2011 - September 2013
TD Ameritrade June 2009 - June 2011
thinkorswim November 2001 - June 2009
CBOE - SOSNOFF / SHERIDAN GROUP, LLC. August 1987 - November 2001
Skills
Options
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Finance
Doug Cain Doug Cain's TD Ameritrade Experience 2008 - Present
Job
Industry Financial Services
Experience
TD Ameritrade 2008 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Series 7, Series 66
Education
Indiana Wesleyan University's Adult Program 2002 — 2006
Bachelor's degree, Business
TD Ameritrade 2008 - Present
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Series 7, Series 66
Education
Indiana Wesleyan University's Adult Program 2002 — 2006
Bachelor's degree, Business
Tony Morales's TD Ameritrade Experience December 2012 - February 2015
Job Digital Brand and Technology Consultant at ITX Corp.
Industry Computer Software
Experience
ITX Corp. February 2015 - Present
TD Ameritrade December 2012 - February 2015
Incisent Technologies makers of FirstLook & MAX Systems November 2011 - December 2012
Genworth Financial December 2009 - October 2011
Van Kampen Funds May 2007 - January 2009
NATIONAL CITY BANK August 2006 - May 2007
Primerica September 2004 - July 2006
Skills
Sales, Sales Operations, B2B, B2C, Software Solution Sales, Salesforce.com, Sales Management, Sales Process, Sales Presentations, Lead Generation, Budgets, Management, Strategic Planning, Negotiation, Account Management, Leadership, Product Development, Selling, Training, Strategy, Marketing, Finance, Business Development, Financial Services, Consultative Selling
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Entrepreneurship Concentration
John Carroll University 2000 — 2004
BA, Economics
ITX Corp. February 2015 - Present
TD Ameritrade December 2012 - February 2015
Incisent Technologies makers of FirstLook & MAX Systems November 2011 - December 2012
Genworth Financial December 2009 - October 2011
Van Kampen Funds May 2007 - January 2009
NATIONAL CITY BANK August 2006 - May 2007
Primerica September 2004 - July 2006
Skills
Sales, Sales Operations, B2B, B2C, Software Solution Sales, Salesforce.com, Sales Management, Sales Process, Sales Presentations, Lead Generation, Budgets, Management, Strategic Planning, Negotiation, Account Management, Leadership, Product Development, Selling, Training, Strategy, Marketing, Finance, Business Development, Financial Services, Consultative Selling
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Entrepreneurship Concentration
John Carroll University 2000 — 2004
BA, Economics
Ned Dickinson's TD Ameritrade Experience October 1996 - January 2000
Job Senior Sales Manager
Industry Staffing and Recruiting
Experience
Open Systems August 2011 - Present
Volvo Rents Construction Equipment December 2002 - August 2011
ECI2 July 2000 - January 2002
UUNET January 2000 - July 2000
TD Ameritrade October 1996 - January 2000
Skills
Sales, Successful Business..., Entrepreneurship, Cold Calling, Business Development, Applicant Tracking..., Staffing Services, Management, Account Management, Internet Recruiting, Contract Recruitment, Strategy, Executive Search, Temporary Placement, New Business Development, Leadership, Technical Recruiting, Sales Operations, Salesforce.com, Talent Acquisition, Vendor Management, Recruiting, CRM, Sourcing, Sales Management, Negotiation, Customer Service, Training, Contract Negotiation, Marketing, Team Leadership, Hiring, Permanent Placement, Employee Benefits, SDLC, Screening, Employee Relations, Solution Selling, Industrial Sector, Interviews, Personnel Management, Direct Sales, Temporary Staffing, Lead Generation, Professional Services, Business Planning, Screening Resumes, Onboarding, Team Management, Start-ups
Education
James Madison University
Bachelor's Degree, Major - Political Science; Minor - Business
Open Systems August 2011 - Present
Volvo Rents Construction Equipment December 2002 - August 2011
ECI2 July 2000 - January 2002
UUNET January 2000 - July 2000
TD Ameritrade October 1996 - January 2000
Skills
Sales, Successful Business..., Entrepreneurship, Cold Calling, Business Development, Applicant Tracking..., Staffing Services, Management, Account Management, Internet Recruiting, Contract Recruitment, Strategy, Executive Search, Temporary Placement, New Business Development, Leadership, Technical Recruiting, Sales Operations, Salesforce.com, Talent Acquisition, Vendor Management, Recruiting, CRM, Sourcing, Sales Management, Negotiation, Customer Service, Training, Contract Negotiation, Marketing, Team Leadership, Hiring, Permanent Placement, Employee Benefits, SDLC, Screening, Employee Relations, Solution Selling, Industrial Sector, Interviews, Personnel Management, Direct Sales, Temporary Staffing, Lead Generation, Professional Services, Business Planning, Screening Resumes, Onboarding, Team Management, Start-ups
Education
James Madison University
Bachelor's Degree, Major - Political Science; Minor - Business
Patrick McAllister Patrick McAllister's TD Ameritrade Experience 2010 - 2012
Job Senior Manager, Marketing at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2012 - Present
TD Ameritrade 2010 - 2012
TD Ameritrade 2007 - 2010
TD Ameritrade 2006 - 2007
ACS 2005 - 2006
Mellon Investor Services 2002 - 2005
Skills
Financial Services, Marketing, Product Management, Program Management, Cross-functional Team..., SDLC, Process Improvement, Retirement, Mutual Funds, ETFs, Series 7, Management, Business Analysis, Relationship Management, Portfolio Management, Equities, Series 63, Vendor Management, Competitive Analysis, FINRA, Securities, Wealth Management, Risk Management, CRM, Investments, Agile Methodologies, Strategy, Trading, 401k, Trading Systems, Financial Modeling, Salesforce.com, Asset Management, Segmentation, Analytics, Fixed Income, Asset Allocation, Investment Advisory, Series 24, Strategic Financial..., Bonds, Options, Alternative Investments
Education
Ithaca College 1993 — 1997
E*TRADE Financial May 2012 - Present
TD Ameritrade 2010 - 2012
TD Ameritrade 2007 - 2010
TD Ameritrade 2006 - 2007
ACS 2005 - 2006
Mellon Investor Services 2002 - 2005
Skills
Financial Services, Marketing, Product Management, Program Management, Cross-functional Team..., SDLC, Process Improvement, Retirement, Mutual Funds, ETFs, Series 7, Management, Business Analysis, Relationship Management, Portfolio Management, Equities, Series 63, Vendor Management, Competitive Analysis, FINRA, Securities, Wealth Management, Risk Management, CRM, Investments, Agile Methodologies, Strategy, Trading, 401k, Trading Systems, Financial Modeling, Salesforce.com, Asset Management, Segmentation, Analytics, Fixed Income, Asset Allocation, Investment Advisory, Series 24, Strategic Financial..., Bonds, Options, Alternative Investments
Education
Ithaca College 1993 — 1997
De Anwar Bradley, MBA De Anwar Bradley, MBA's TD Ameritrade Experience January 2014 - Present
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
University of Phoenix July 2008 - January 2014
United States Marine Corps May 2005 - March 2008
United States Marine Corps January 2000 - January 2008
FedEx Kinko's April 2006 - November 2007
Skills
SIPOC, Six Sigma, DMAIC, Training, Strategic Planning, Military, Time Management, Project Planning, Team Leadership, Management, Leadership, Project Management, Process Improvement, Team Building, Customer Service, Sales, Analysis, Leadership Development, Critical Thinking, Staff Development, Adult Education, Coaching, Employee Training, Public Speaking, Business Strategy, PowerPoint, Microsoft Office, Admissions, Security Clearance, Cold Calling, Customer Satisfaction, Enrollment Management, Product Development, Outlook, PeopleSoft, Access, Marketing, E-Learning, Interviews, Recruiting, Conflict Resolution, Teamwork, Supervisory Skills, Data Analysis, Organizational..., Customer Retention, Resume Writing, Policy, Organizational..., Higher Education
Education
Villanova University 2011 — 2012
Certificate, Six Sigma Certification
University of Phoenix 2009 — 2011
MBA, Project Management
Indiana University Kelley School of Business Online 2007 — 2008
Certificate, Marketing and Management
University of Phoenix 2005 — 2008
Bachelor Science Business, Marketing
Indiana University-Northwest 1998 — 1999
Bachelor Science Business, Nursing
TD Ameritrade January 2014 - Present
University of Phoenix July 2008 - January 2014
United States Marine Corps May 2005 - March 2008
United States Marine Corps January 2000 - January 2008
FedEx Kinko's April 2006 - November 2007
Skills
SIPOC, Six Sigma, DMAIC, Training, Strategic Planning, Military, Time Management, Project Planning, Team Leadership, Management, Leadership, Project Management, Process Improvement, Team Building, Customer Service, Sales, Analysis, Leadership Development, Critical Thinking, Staff Development, Adult Education, Coaching, Employee Training, Public Speaking, Business Strategy, PowerPoint, Microsoft Office, Admissions, Security Clearance, Cold Calling, Customer Satisfaction, Enrollment Management, Product Development, Outlook, PeopleSoft, Access, Marketing, E-Learning, Interviews, Recruiting, Conflict Resolution, Teamwork, Supervisory Skills, Data Analysis, Organizational..., Customer Retention, Resume Writing, Policy, Organizational..., Higher Education
Education
Villanova University 2011 — 2012
Certificate, Six Sigma Certification
University of Phoenix 2009 — 2011
MBA, Project Management
Indiana University Kelley School of Business Online 2007 — 2008
Certificate, Marketing and Management
University of Phoenix 2005 — 2008
Bachelor Science Business, Marketing
Indiana University-Northwest 1998 — 1999
Bachelor Science Business, Nursing
Scott Cuykendall Scott Cuykendall's TD Ameritrade Experience September 2006 - Present
Job Regional Sales Manager at TDA Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2006 - Present
RBC Bank 2002 - 2006
Morgan Stanley 1996 - 1997
Skills
Series 7, Series 63, Wealth Management, Sales Management, Investments, Consultative Selling, Coaching, Financial Planning, Team Building, Hiring, Mutual Funds, Leadership Development, Securities, Investment Advisory, Series 24, Series 52, Change Management, Strategic Financial..., FINRA, Retirement Planning, Leadership, Financial Services, Recruiting, Risk Management, Financial Advisory, Uniform Combined State..., Sales, Selling, Insurance, Life Insurance, Management, Asset Allocation, Relationship Management, Series 65, 401k, Retirement, ETFs, Investment Strategies, IRAs, Portfolio Management, Bonds, Separately Managed..., Series 6
Education
Mount Vernon Nazarene University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing & Sports Management
Houghton College
TD Ameritrade September 2006 - Present
RBC Bank 2002 - 2006
Morgan Stanley 1996 - 1997
Skills
Series 7, Series 63, Wealth Management, Sales Management, Investments, Consultative Selling, Coaching, Financial Planning, Team Building, Hiring, Mutual Funds, Leadership Development, Securities, Investment Advisory, Series 24, Series 52, Change Management, Strategic Financial..., FINRA, Retirement Planning, Leadership, Financial Services, Recruiting, Risk Management, Financial Advisory, Uniform Combined State..., Sales, Selling, Insurance, Life Insurance, Management, Asset Allocation, Relationship Management, Series 65, 401k, Retirement, ETFs, Investment Strategies, IRAs, Portfolio Management, Bonds, Separately Managed..., Series 6
Education
Mount Vernon Nazarene University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing & Sports Management
Houghton College
Dan Barney Dan Barney's TD Ameritrade Experience 2006 - December 2010
Job Director of Logistics at Concinnity Initiatives
Industry Nonprofit Organization Management
Experience
Concinnity Initiatives August 2008 - Present
TD Ameritrade 2006 - December 2010
Fiserv 2006 - 2007
Skills
Microsoft Office, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business Administration, Operations Management
Kansai Gaidai University 2001 — 2001
International Business
Concinnity Initiatives August 2008 - Present
TD Ameritrade 2006 - December 2010
Fiserv 2006 - 2007
Skills
Microsoft Office, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business Administration, Operations Management
Kansai Gaidai University 2001 — 2001
International Business
Jim Fritz Jim Fritz's TD Ameritrade Experience 2011 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
Bank of New York Mellon 2007 - 2009
Skills
Estate Planning, Investments, Finance, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Management, High Net Worth..., Financial Planning, Retirement Planning, Investment Advisory
Education
Ithaca College 1988 — 1992
TD Ameritrade 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
Bank of New York Mellon 2007 - 2009
Skills
Estate Planning, Investments, Finance, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Management, High Net Worth..., Financial Planning, Retirement Planning, Investment Advisory
Education
Ithaca College 1988 — 1992
Patrick Wolfe Patrick Wolfe's TD Ameritrade Experience January 2011 - Present
Job Knowledge Management Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
TD Ameritrade September 1997 - December 2010
Skills
Knowledge Management
Education
University of Nebraska at Omaha 2004 — 2007
MBA, Finance
Iowa State University 1991 — 1997
LAS, English Minor
TD Ameritrade January 2011 - Present
TD Ameritrade September 1997 - December 2010
Skills
Knowledge Management
Education
University of Nebraska at Omaha 2004 — 2007
MBA, Finance
Iowa State University 1991 — 1997
LAS, English Minor
Chris McCraley, PMP, CBCP Chris McCraley, PMP, CBCP's TD Ameritrade Experience January 2015 - May 2015
Job Program Manager at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
Faith Kennedy's TD Ameritrade Experience 2002 - 2010
Job Media Coordinator at Emmetsburg Chamber of Commerce/KEMBLP
Industry Writing and Editing
Experience
Emmetsburg Chamber of Commerce January 2014 - Present
TD Ameritrade 2002 - 2010
Skills
Video Production, Video Editing, Media Production, Customer Service, Social Media, Marketing, Strategic Planning, Mac OS, Editing, Microsoft Excel, Microsoft Word, Microsoft Office, Video, Social Networking, Social Media Marketing, Event Planning, Public Relations, Public Speaking, Radio Broadcasting, Radio Production, Radio Advertising, Radio Promotions, Final Cut Pro, PowerPoint, Windows 7
Education
Emmetsburg High School
Iowa Lakes Community College
Iowa Western Community College
Juvenile Justice
Emmetsburg Chamber of Commerce January 2014 - Present
TD Ameritrade 2002 - 2010
Skills
Video Production, Video Editing, Media Production, Customer Service, Social Media, Marketing, Strategic Planning, Mac OS, Editing, Microsoft Excel, Microsoft Word, Microsoft Office, Video, Social Networking, Social Media Marketing, Event Planning, Public Relations, Public Speaking, Radio Broadcasting, Radio Production, Radio Advertising, Radio Promotions, Final Cut Pro, PowerPoint, Windows 7
Education
Emmetsburg High School
Iowa Lakes Community College
Iowa Western Community College
Juvenile Justice
Sai Pavan Parimisetty's TD Ameritrade Experience May 2009 - Present
Job Data Integration Consultant / Tech Lead
Industry Information Technology and Services
Experience
TD Ameritrade May 2009 - Present
Education
Southern Illinois University, Carbondale 2003 — 2004
M.S, Electrical & Computer Engineering
Jawaharlal Nehru Technological University 1998 — 2002
B.Tech, Electronics & Communication Engineering
TD Ameritrade May 2009 - Present
Education
Southern Illinois University, Carbondale 2003 — 2004
M.S, Electrical & Computer Engineering
Jawaharlal Nehru Technological University 1998 — 2002
B.Tech, Electronics & Communication Engineering
Jeff Rix's TD Ameritrade Experience April 2003 - Present
Job
Industry Financial Services
Experience
TD Ameritrade April 2003 - Present
Education
Iowa State University 1976 — 1981
BS, BA, Accounting, Economics
TD Ameritrade April 2003 - Present
Education
Iowa State University 1976 — 1981
BS, BA, Accounting, Economics
Vinay Thaker's TD Ameritrade Experience July 2008 - September 2010
Job
Industry Capital Markets
Experience
TIAA-CREF April 2013 - Present
Barclays September 2010 - April 2013
TD Ameritrade July 2008 - September 2010
Bear Stearns May 2000 - May 2008
Optimark Technologies February 1999 - May 2000
Eastman Software January 1998 - January 1999
Wang Software June 1996 - January 1998
McCombs School Of Business, UT Austin September 1994 - May 1996
Skills
Enterprise Architecture, Distributed Systems, Global Application..., Program Management, Service Oriented..., Project Management, Risk Management, Data Management, Data Science, Business Process..., Center of Excellence, Data Integration, SDLC, Agile Methodologies, Application Architecture, Equities, Asset Managment, Derivatives, Fixed Income, Structured Finance, Trading Systems, Data Architecture, Solution Architecture, IT Strategy, Product Development, SaaS, Cloud Computing, Machine Learning, Change Management, Asset Management, Low Latency, Architecture, Analytical Skills, Information Architecture, Infrastructure, Software Development, Data Center, Enterprise Software, Strategy, Management, Market Data, Prime Brokerage, Test Driven Development, Investment Banking, Capital Markets, Credit Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Texas at Austin 1994 — 1996
Master's degree
Jawaharlal Nehru Technological University 1990 — 1994
Bachelor of Technology (BTech)
Indian Institute of Technology, Kharagpur 1989 — 1990
BS
Hyderabad Public School 1981 — 1989
ISC
TIAA-CREF April 2013 - Present
Barclays September 2010 - April 2013
TD Ameritrade July 2008 - September 2010
Bear Stearns May 2000 - May 2008
Optimark Technologies February 1999 - May 2000
Eastman Software January 1998 - January 1999
Wang Software June 1996 - January 1998
McCombs School Of Business, UT Austin September 1994 - May 1996
Skills
Enterprise Architecture, Distributed Systems, Global Application..., Program Management, Service Oriented..., Project Management, Risk Management, Data Management, Data Science, Business Process..., Center of Excellence, Data Integration, SDLC, Agile Methodologies, Application Architecture, Equities, Asset Managment, Derivatives, Fixed Income, Structured Finance, Trading Systems, Data Architecture, Solution Architecture, IT Strategy, Product Development, SaaS, Cloud Computing, Machine Learning, Change Management, Asset Management, Low Latency, Architecture, Analytical Skills, Information Architecture, Infrastructure, Software Development, Data Center, Enterprise Software, Strategy, Management, Market Data, Prime Brokerage, Test Driven Development, Investment Banking, Capital Markets, Credit Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Texas at Austin 1994 — 1996
Master's degree
Jawaharlal Nehru Technological University 1990 — 1994
Bachelor of Technology (BTech)
Indian Institute of Technology, Kharagpur 1989 — 1990
BS
Hyderabad Public School 1981 — 1989
ISC
Zuhaad Anwar's TD Ameritrade Experience April 2014 - Present
Job Audit Director Retail and Active Trader at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
Interactive Brokers April 2007 - April 2014
ETRADE Financial 2004 - 2007
Skills
Accounting, Auditing, Equities, Financial Analysis, Financial Audits, Financial Reporting, Financial Risk, Internal Audit, Internal Controls, Risk Management, Management, Financial Modeling, Strategic Financial...
Education
Indiana University of Pennsylvania 2001 — 2002
TD Ameritrade April 2014 - Present
Interactive Brokers April 2007 - April 2014
ETRADE Financial 2004 - 2007
Skills
Accounting, Auditing, Equities, Financial Analysis, Financial Audits, Financial Reporting, Financial Risk, Internal Audit, Internal Controls, Risk Management, Management, Financial Modeling, Strategic Financial...
Education
Indiana University of Pennsylvania 2001 — 2002
Chris Fagan's TD Ameritrade Experience June 2006 - June 2007
Job Vice President, Quality Assurance at Scivantage
Industry Financial Services
Experience
Scivantage January 2012 - Present
Scivantage December 2010 - January 2012
SciVantage November 2008 - December 2010
Scivantage June 2007 - November 2010
TD Ameritrade June 2006 - June 2007
Bank of America November 2005 - June 2006
TD Waterhouse June 2000 - June 2005
Skills
SDLC, User Acceptance Testing, Requirements Analysis, Business Analysis, Agile Methodologies, Quality Center, Testing, Requirements Gathering, SQL, XML, Software Project..., Unix, Visio, Software Development, Software Quality..., Scrum, Integration, Quality Assurance, Web Services, Oracle, Enterprise Architecture, Business Requirements, Databases, Agile Project Management, Web Applications, Test Planning, Business Intelligence, Back Office, SharePoint, PMO, Vendor Management, Trading Systems, Perl, MS Project, SOA, SaaS, Disaster Recovery, System Testing, Java, Java Enterprise Edition, Market Data, Business Process, Software Documentation, Cloud Computing, Enterprise Software, Test Management, JavaScript, Linux
Education
Iona College 1996 — 2000
BA, Computer and Information Sciences
Scivantage January 2012 - Present
Scivantage December 2010 - January 2012
SciVantage November 2008 - December 2010
Scivantage June 2007 - November 2010
TD Ameritrade June 2006 - June 2007
Bank of America November 2005 - June 2006
TD Waterhouse June 2000 - June 2005
Skills
SDLC, User Acceptance Testing, Requirements Analysis, Business Analysis, Agile Methodologies, Quality Center, Testing, Requirements Gathering, SQL, XML, Software Project..., Unix, Visio, Software Development, Software Quality..., Scrum, Integration, Quality Assurance, Web Services, Oracle, Enterprise Architecture, Business Requirements, Databases, Agile Project Management, Web Applications, Test Planning, Business Intelligence, Back Office, SharePoint, PMO, Vendor Management, Trading Systems, Perl, MS Project, SOA, SaaS, Disaster Recovery, System Testing, Java, Java Enterprise Edition, Market Data, Business Process, Software Documentation, Cloud Computing, Enterprise Software, Test Management, JavaScript, Linux
Education
Iona College 1996 — 2000
BA, Computer and Information Sciences
Jiabo Li's TD Ameritrade Experience January 2015 - Present
Job Data Scientist at TD Ameritrade
Industry Computer Software
Experience
Sun Yat-sen University May 2011 - Present
TD Ameritrade January 2015 - Present
Schrödinger August 2013 - November 2014
Accelrys Inc June 1999 - March 2013
Columbia University July 1995 - June 1996
University of Erlangen-Nuremberg July 1993 - June 1995
Skills
Drug Discovery, High Performance..., Lifesciences, Cheminformatics, Computational Chemistry, Chemistry, Bioinformatics, Data Mining, R&D, Machine Learning, Molecular Modeling, SAS programming, Quantum Chemistry, Gnuplot, GMP, Distributed Systems, Graph Theory, CUDA/GPU Programming, High-Performance..., Algorithm Design/ and..., Accelrys Pipeline Pilot, C++, CUDA/C, Perl,..., Asset Allocation...
Education
Jilin University 1984 — 1989
Wuhan University
Sun Yat-sen University May 2011 - Present
TD Ameritrade January 2015 - Present
Schrödinger August 2013 - November 2014
Accelrys Inc June 1999 - March 2013
Columbia University July 1995 - June 1996
University of Erlangen-Nuremberg July 1993 - June 1995
Skills
Drug Discovery, High Performance..., Lifesciences, Cheminformatics, Computational Chemistry, Chemistry, Bioinformatics, Data Mining, R&D, Machine Learning, Molecular Modeling, SAS programming, Quantum Chemistry, Gnuplot, GMP, Distributed Systems, Graph Theory, CUDA/GPU Programming, High-Performance..., Algorithm Design/ and..., Accelrys Pipeline Pilot, C++, CUDA/C, Perl,..., Asset Allocation...
Education
Jilin University 1984 — 1989
Wuhan University
TJ Dunker's TD Ameritrade Experience July 2012 - July 2013
Job Head of Stores at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2013 - Present
TD Ameritrade July 2012 - July 2013
TD Ameritrade April 2010 - July 2012
TD Ameritrade June 2009 - April 2010
TD Ameritrade January 2008 - June 2009
TD Ameritrade December 2006 - January 2008
TD Ameritrade September 2004 - December 2006
Charles Schwab March 2000 - September 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Corporate finance
Xavier University 1995 — 1999
BS, Chemistry
The Mutual Fund Store July 2013 - Present
TD Ameritrade July 2012 - July 2013
TD Ameritrade April 2010 - July 2012
TD Ameritrade June 2009 - April 2010
TD Ameritrade January 2008 - June 2009
TD Ameritrade December 2006 - January 2008
TD Ameritrade September 2004 - December 2006
Charles Schwab March 2000 - September 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Corporate finance
Xavier University 1995 — 1999
BS, Chemistry
Renee Vokt's TD Ameritrade Experience November 1999 - May 2006
Job Marketing and Advertising Consultant and Contractor
Industry Marketing and Advertising
Experience
Vokt Homestead April 2006 - Present
TD Ameritrade November 1999 - May 2006
Skills
Online Advertising, Marketing, Marketing Communications, Direct Marketing, Email Marketing, Integrated Marketing, Advertising, Brand Development, Direct Mail, Social Media Marketing, Online Marketing
Education
Iowa State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Marketing, Sociology
Vokt Homestead April 2006 - Present
TD Ameritrade November 1999 - May 2006
Skills
Online Advertising, Marketing, Marketing Communications, Direct Marketing, Email Marketing, Integrated Marketing, Advertising, Brand Development, Direct Mail, Social Media Marketing, Online Marketing
Education
Iowa State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Marketing, Sociology
vednath arya's TD Ameritrade Experience April 2015 - Present
Job Enterprise Integration,API Management
Industry Computer Software
Experience
TD Ameritrade April 2015 - Present
Skills
C, Matlab, Machine Learning, SQL, Security, Algorithms, Programming, Java Enterprise Edition, Java, Maven, Apache Camel, APIGEE, Shell Scripting, Spring Framework, RESTful architecture, RESTful WebServices, SOAP, API Development, SoapUI, Core Java, Java Web Services, Microsoft SQL Server, Putty, Telnet, Networking, Tomcat, JBoss Application Server, WebLogic, Spring MVC, Spring Integration, Spring Webflow, JSP, JavaScript, C++, Servlets, Integration, Production Support, Agile Methodologies, Full SDLC, JIRA, Requirements Analysis
Education
Indian Institute of Technology, Madras 2006 — 2009
Master’s Degree, Computational Neuroscience, A
Osmania University 2002 — 2006
Bachelor’s Degree, Information Technology, First
TD Ameritrade April 2015 - Present
Skills
C, Matlab, Machine Learning, SQL, Security, Algorithms, Programming, Java Enterprise Edition, Java, Maven, Apache Camel, APIGEE, Shell Scripting, Spring Framework, RESTful architecture, RESTful WebServices, SOAP, API Development, SoapUI, Core Java, Java Web Services, Microsoft SQL Server, Putty, Telnet, Networking, Tomcat, JBoss Application Server, WebLogic, Spring MVC, Spring Integration, Spring Webflow, JSP, JavaScript, C++, Servlets, Integration, Production Support, Agile Methodologies, Full SDLC, JIRA, Requirements Analysis
Education
Indian Institute of Technology, Madras 2006 — 2009
Master’s Degree, Computational Neuroscience, A
Osmania University 2002 — 2006
Bachelor’s Degree, Information Technology, First
Jereomy Frum's TD Ameritrade Experience May 2015 - Present
Job Senior Software Developer at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade May 2015 - Present
Alorica March 2015 - May 2015
West Corporation November 2012 - March 2015
West WCMG May 2009 - May 2012
West Notifications Group May 2007 - May 2009
West June 2002 - June 2007
West Outbound May 2002 - May 2007
Sitel Corporation May 1994 - May 1997
Skills
Microsoft SQL Server, SQL, Unix, XML, SDLC, Agile Methodologies, Databases, C#, Software Development, Troubleshooting, Vendor Management, Software Project..., Disaster Recovery, Integration, Requirements Analysis, Process Improvement, Visual Basic
Education
Metropolitan Community College 1981 — 2012
Northwest High School 1985 — 1988
Iowa Western Community College
Business Administration and Management, General
TD Ameritrade May 2015 - Present
Alorica March 2015 - May 2015
West Corporation November 2012 - March 2015
West WCMG May 2009 - May 2012
West Notifications Group May 2007 - May 2009
West June 2002 - June 2007
West Outbound May 2002 - May 2007
Sitel Corporation May 1994 - May 1997
Skills
Microsoft SQL Server, SQL, Unix, XML, SDLC, Agile Methodologies, Databases, C#, Software Development, Troubleshooting, Vendor Management, Software Project..., Disaster Recovery, Integration, Requirements Analysis, Process Improvement, Visual Basic
Education
Metropolitan Community College 1981 — 2012
Northwest High School 1985 — 1988
Iowa Western Community College
Business Administration and Management, General
Skip Adams's TD Ameritrade Experience
Job Senior Software Developer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
SOA, SDLC, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Waterfall, SQL, Web Services, Visio, Software Project..., Unix, Software Development, XML
Education
Iowa State University 1985 — 1990
TD Ameritrade
Skills
SOA, SDLC, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Waterfall, SQL, Web Services, Visio, Software Project..., Unix, Software Development, XML
Education
Iowa State University 1985 — 1990
Jeff Branstetter's TD Ameritrade Experience 1999 - 2000
Job Strategic Human Capital Leader
Industry Management Consulting
Experience
Creighton University January 2006 - Present
ConAgra Foods September 1997 - July 2005
TD Ameritrade 1999 - 2000
American Express/First Data Corporation February 1989 - January 1997
Skills
Organizational..., HR Strategy, Consumer Packaged..., Talent Management, HRMS Selection &..., Selection, Strategy, Personnel Management, HRIS, Human Resources, Leadership Development, Change Management, Performance Management, Deferred Compensation, Employee Relations, Onboarding, Leadership, Workforce Planning, Culture Change, Talent Acquisition, Succession Planning, Program Management, Management, Organizational..., Mergers & Acquisitions, PeopleSoft, Training, Consulting, Employee Benefits, Organizational Design, Career Development, College Recruiting, Applicant Tracking..., Start-ups, New Hire Orientations, Executive Search, Benefits Administration, Executive Coaching, HR Policies, Employee Training, Interviews, Conflict Resolution, Employment Law, Human Capital, FMLA, Recruiting, Labor Relations
Education
University of Central Missouri 1975 — 1977
Communications
Iowa State University 1972 — 1975
Communications
Creighton University January 2006 - Present
ConAgra Foods September 1997 - July 2005
TD Ameritrade 1999 - 2000
American Express/First Data Corporation February 1989 - January 1997
Skills
Organizational..., HR Strategy, Consumer Packaged..., Talent Management, HRMS Selection &..., Selection, Strategy, Personnel Management, HRIS, Human Resources, Leadership Development, Change Management, Performance Management, Deferred Compensation, Employee Relations, Onboarding, Leadership, Workforce Planning, Culture Change, Talent Acquisition, Succession Planning, Program Management, Management, Organizational..., Mergers & Acquisitions, PeopleSoft, Training, Consulting, Employee Benefits, Organizational Design, Career Development, College Recruiting, Applicant Tracking..., Start-ups, New Hire Orientations, Executive Search, Benefits Administration, Executive Coaching, HR Policies, Employee Training, Interviews, Conflict Resolution, Employment Law, Human Capital, FMLA, Recruiting, Labor Relations
Education
University of Central Missouri 1975 — 1977
Communications
Iowa State University 1972 — 1975
Communications
Michael Hallinan's TD Ameritrade Experience April 2010 - April 2013
Job Financial Planner at uFinancial Group
Industry Financial Services
Experience
uFinancial Group April 2013 - Present
TD Ameritrade April 2010 - April 2013
Carnegie Wealth Management November 2006 - April 2010
Skills
Wealth Management, Insurance, Life Insurance, Training, Long Term Care Insurance, Retirement, Portfolio Management, Team Leadership, Team Building, Investments
Education
Indiana University - Kelley School of Business 2008 — 2010
Master of Science (MS), Finance
Saint Joseph's University 1999 — 2004
Bachelor of Arts (BA), English
St. Joes Prep
St. Joes Prep
uFinancial Group April 2013 - Present
TD Ameritrade April 2010 - April 2013
Carnegie Wealth Management November 2006 - April 2010
Skills
Wealth Management, Insurance, Life Insurance, Training, Long Term Care Insurance, Retirement, Portfolio Management, Team Leadership, Team Building, Investments
Education
Indiana University - Kelley School of Business 2008 — 2010
Master of Science (MS), Finance
Saint Joseph's University 1999 — 2004
Bachelor of Arts (BA), English
St. Joes Prep
St. Joes Prep
jessica bednarovsky's TD Ameritrade Experience First Vice President
Job Director, Human Resources at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade First Vice President
Dai-ichi Kanyo Bank 1998 - 1999
New York Foundling 1993 - 1997
National Prescription Administrators 1991 - 1992
Education
New York University 1993 — 1996
Hofstra University 1987 — 1991
BA, Psychology
TD Ameritrade First Vice President
Dai-ichi Kanyo Bank 1998 - 1999
New York Foundling 1993 - 1997
National Prescription Administrators 1991 - 1992
Education
New York University 1993 — 1996
Hofstra University 1987 — 1991
BA, Psychology
Venu Rao's TD Ameritrade Experience 2004 - 2006
Job VP at Barclays Capital (ITEquity)
Industry Information Technology and Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers 2006 - Present
TD Ameritrade 2004 - 2006
Prudential Financial 1997 - 2004
Computer Horizons 1996 - 1997
AECOM 1993 - 1996
Skills
Fixed Income, Market Data, Sybase, Trading Systems, Oracle
Education
Yeshiva University 1992 — 1995
Research Associate, BIophysics
Kakatiya University 1988 — 1990
MS, Physics
Osmania University 1984 — 1987
BS, Electronics
Barclays Capital 2008 - Present
Lehman Brothers 2006 - Present
TD Ameritrade 2004 - 2006
Prudential Financial 1997 - 2004
Computer Horizons 1996 - 1997
AECOM 1993 - 1996
Skills
Fixed Income, Market Data, Sybase, Trading Systems, Oracle
Education
Yeshiva University 1992 — 1995
Research Associate, BIophysics
Kakatiya University 1988 — 1990
MS, Physics
Osmania University 1984 — 1987
BS, Electronics
Don Elliott's TD Ameritrade Experience February 1996 - November 2011
Job Customer Experience Director at First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha November 2012 - Present
Zega Financial January 2012 - October 2012
TD Ameritrade February 1996 - November 2011
Skills
Client Experience and..., Team Leadership &..., Client Growth and..., Managing Budgets and P..., Developing New Business..., Negotiations & Relations, Mergers & Acquisitions, Series 7, 63, 65, 24,..., Investment Research, Customer Retention, Licensing, Budgets, Series 7, Mergers, Equities, Investments, Portfolio Management, Coaching, Management, Financial Services, Leadership, Customer Experience, Risk Management, Employee Engagement, Securities, Analysis, Relationship Management, Banking, Strategy, Analytics, Vendor Management, FINRA, Executive Management, Finance, Call Centers, CRM, Process Improvement, Business Analysis, Segmentation
Education
Iowa State University 1990 — 1994
Bachelor of Science (B.S.), Finance
First National Bank of Omaha November 2012 - Present
Zega Financial January 2012 - October 2012
TD Ameritrade February 1996 - November 2011
Skills
Client Experience and..., Team Leadership &..., Client Growth and..., Managing Budgets and P..., Developing New Business..., Negotiations & Relations, Mergers & Acquisitions, Series 7, 63, 65, 24,..., Investment Research, Customer Retention, Licensing, Budgets, Series 7, Mergers, Equities, Investments, Portfolio Management, Coaching, Management, Financial Services, Leadership, Customer Experience, Risk Management, Employee Engagement, Securities, Analysis, Relationship Management, Banking, Strategy, Analytics, Vendor Management, FINRA, Executive Management, Finance, Call Centers, CRM, Process Improvement, Business Analysis, Segmentation
Education
Iowa State University 1990 — 1994
Bachelor of Science (B.S.), Finance
Rao Kakani's TD Ameritrade Experience September 2008 - Present
Job Head Application Development Risk & Legal Technology TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2008 - Present
Merrill Lynch January 2000 - August 2008
Skills
Data Integration, Data Architecture
Education
Indian Institute of Science
MS, Systems Science & Automation
Jawaharlal Nehru Technological University
BS, Mechanical Engineering
TD Ameritrade September 2008 - Present
Merrill Lynch January 2000 - August 2008
Skills
Data Integration, Data Architecture
Education
Indian Institute of Science
MS, Systems Science & Automation
Jawaharlal Nehru Technological University
BS, Mechanical Engineering
Danny Herzner, Jr.'s TD Ameritrade Experience July 2002 - August 2008
Job Customer Support at Renweb
Industry Financial Services
Experience
Renweb December 2014 - Present
Danny's Employment Seekers April 2014 - Present
Diagnostic Healthcare Solutions August 2011 - April 2014
Lands' End September 2009 - August 2011
TD Ameritrade July 2002 - August 2008
Skills
Customer Service, Retail, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Strategic Planning, Management, Outlook, Inventory Management, Merchandising, Marketing Strategy, Customer Satisfaction, Social Media, Leadership
Education
ITT Technical Institute-Arlington 1992 — 1994
Associate of Arts and Sciences (AAS), Electronic Engineering Technology
Renweb December 2014 - Present
Danny's Employment Seekers April 2014 - Present
Diagnostic Healthcare Solutions August 2011 - April 2014
Lands' End September 2009 - August 2011
TD Ameritrade July 2002 - August 2008
Skills
Customer Service, Retail, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Strategic Planning, Management, Outlook, Inventory Management, Merchandising, Marketing Strategy, Customer Satisfaction, Social Media, Leadership
Education
ITT Technical Institute-Arlington 1992 — 1994
Associate of Arts and Sciences (AAS), Electronic Engineering Technology
Kraig Brunelle's TD Ameritrade Experience June 1999 - April 2000
Job Senior Vice President Head of Products & Services US at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management May 2013 - Present
UBS Global Family Office - Americas January 2012 - May 2013
UBS Wealth Management December 2006 - February 2012
UBS Wealth Management October 2003 - November 2006
UBS Wealth Management November 2002 - October 2003
UBS Wealth Management April 2000 - November 2002
TD Ameritrade June 1999 - April 2000
TD Ameritrade September 1995 - June 1999
Kansaibei Language Services September 1992 - June 1995
Skills
Product Development, Strategic Planning, Project Management, Portfolio Management, Equity Derivatives, Product Management, Core Banking, Equities, Fixed Income, Vendor Management, Family Office, Financial Services, Hedge Funds, Derivatives, Investments, Capital Markets, Wealth Management, Strategy, Risk Management, Securities, Trading, Alternative Investments, Banking, Options, Electronic Trading, Investment Banking, FX Options
Education
関西大学 1992 — 1994
Kansai International School, Japanese
University of Vermont 1988 — 1992
Bacholer of Science, Economics & East Asia Studies
Winooski
TD Wealth Management May 2013 - Present
UBS Global Family Office - Americas January 2012 - May 2013
UBS Wealth Management December 2006 - February 2012
UBS Wealth Management October 2003 - November 2006
UBS Wealth Management November 2002 - October 2003
UBS Wealth Management April 2000 - November 2002
TD Ameritrade June 1999 - April 2000
TD Ameritrade September 1995 - June 1999
Kansaibei Language Services September 1992 - June 1995
Skills
Product Development, Strategic Planning, Project Management, Portfolio Management, Equity Derivatives, Product Management, Core Banking, Equities, Fixed Income, Vendor Management, Family Office, Financial Services, Hedge Funds, Derivatives, Investments, Capital Markets, Wealth Management, Strategy, Risk Management, Securities, Trading, Alternative Investments, Banking, Options, Electronic Trading, Investment Banking, FX Options
Education
関西大学 1992 — 1994
Kansai International School, Japanese
University of Vermont 1988 — 1992
Bacholer of Science, Economics & East Asia Studies
Winooski
Basab Biswas's TD Ameritrade Experience June 2009 - April 2011
Job SAP Basis Consultant / Owner, Kipi Consulting Inc
Industry Information Technology and Services
Experience
Kipi Consulting Inc August 2011 - Present
UPS SCS April 2011 - August 2011
TD Ameritrade June 2009 - April 2011
Manhattan Associates May 2008 - June 2009
The Home Depot September 2007 - April 2008
Amgen August 2006 - March 2007
IBM Global Services January 2006 - August 2006
Deluxe Corporation 2004 - 2005
Skills
AIX, Performance Tuning, HP-UX, Change Management, Windows, Consulting, ABAP, Solaris, SAP Implementation, Infrastructure, SAP BW, CRM, SAP Netweaver, ERP, Business Intelligence, Oracle, SAP, SAP ERP, IBM AIX
Education
Syracuse University 2002 — 2004
MS
Indian Institute of Technology, Bombay 1998 — 2002
B-Tech, Mechanical Engg
Kipi Consulting Inc August 2011 - Present
UPS SCS April 2011 - August 2011
TD Ameritrade June 2009 - April 2011
Manhattan Associates May 2008 - June 2009
The Home Depot September 2007 - April 2008
Amgen August 2006 - March 2007
IBM Global Services January 2006 - August 2006
Deluxe Corporation 2004 - 2005
Skills
AIX, Performance Tuning, HP-UX, Change Management, Windows, Consulting, ABAP, Solaris, SAP Implementation, Infrastructure, SAP BW, CRM, SAP Netweaver, ERP, Business Intelligence, Oracle, SAP, SAP ERP, IBM AIX
Education
Syracuse University 2002 — 2004
MS
Indian Institute of Technology, Bombay 1998 — 2002
B-Tech, Mechanical Engg
Geoff Meester's TD Ameritrade Experience 2010 - January 2013
Job Vice President at Bremen Castings, Inc.
Industry Machinery
Experience
Bremen Castings, Inc January 2013 - Present
BCI Defense February 2013 - Present
TD Ameritrade 2010 - January 2013
Fidelity Investments November 2008 - May 2010
Fidelity Investments December 2006 - November 2008
Fidelity Investments September 2005 - December 2006
Capital One 2003 - 2005
MMRC, LLC 2000 - 2003
University of Miami 1994 - 2003
Skills
Financial Services, Segmentation, Analytics, Quantitative Analytics, Marketing Analytics, Sales Operations, Mathematical Modeling, Analysis, Business Analysis, Business Analytics, Data Analysis, Data Mining, Forecasting, Management, Marketing Research, Predictive Analytics, Predictive Modeling, Process Improvement, Risk Management, Strategy, CRM, Statistics, Multi-channel Marketing, SAS, Performance Management, Outsourcing, Statistical Modeling, Training, Banking
Education
University of Miami 1994 — 2000
Doctor of Philosophy (PhD), Systems Analysis and Modeling, 3.8
University of Miami - School of Business 1994 — 2000
Master of Science (M.S.), Operations Research, 3.8
Indiana University Bloomington 1987 — 1993
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Bremen Castings, Inc January 2013 - Present
BCI Defense February 2013 - Present
TD Ameritrade 2010 - January 2013
Fidelity Investments November 2008 - May 2010
Fidelity Investments December 2006 - November 2008
Fidelity Investments September 2005 - December 2006
Capital One 2003 - 2005
MMRC, LLC 2000 - 2003
University of Miami 1994 - 2003
Skills
Financial Services, Segmentation, Analytics, Quantitative Analytics, Marketing Analytics, Sales Operations, Mathematical Modeling, Analysis, Business Analysis, Business Analytics, Data Analysis, Data Mining, Forecasting, Management, Marketing Research, Predictive Analytics, Predictive Modeling, Process Improvement, Risk Management, Strategy, CRM, Statistics, Multi-channel Marketing, SAS, Performance Management, Outsourcing, Statistical Modeling, Training, Banking
Education
University of Miami 1994 — 2000
Doctor of Philosophy (PhD), Systems Analysis and Modeling, 3.8
University of Miami - School of Business 1994 — 2000
Master of Science (M.S.), Operations Research, 3.8
Indiana University Bloomington 1987 — 1993
Bachelor of Science (BS), Computer and Information Sciences and Support Services
John Fairbanks's TD Ameritrade Experience September 2009 - June 2014
Job Financial Advisor/Fixed Income Specialist
Industry Financial Services
Experience
TD Ameritrade September 2009 - June 2014
Allcat Claims 2005 - 2009
Strategic Systems Associates 2000 - 2005
Skills
Healthcare, General Insurance, Commercial Insurance, Liability, Claim, Training, Sales, Bonds, Analysis, Negotiation, Leadership, Structured Products, Selling, Property & Casualty..., Insurance, Portfolio Management, Risk Management, Trading, Equities, Asset Allocation, Mutual Funds, Strategy, Asset Management, Fixed Income, Wealth Management, Financial Services, Finance, Securities, Series 7, Management, Investments, Financial Planning, Retirement Planning, Investment Advisory
Education
Hope College
B.S., Business, Psychology
TD Ameritrade September 2009 - June 2014
Allcat Claims 2005 - 2009
Strategic Systems Associates 2000 - 2005
Skills
Healthcare, General Insurance, Commercial Insurance, Liability, Claim, Training, Sales, Bonds, Analysis, Negotiation, Leadership, Structured Products, Selling, Property & Casualty..., Insurance, Portfolio Management, Risk Management, Trading, Equities, Asset Allocation, Mutual Funds, Strategy, Asset Management, Fixed Income, Wealth Management, Financial Services, Finance, Securities, Series 7, Management, Investments, Financial Planning, Retirement Planning, Investment Advisory
Education
Hope College
B.S., Business, Psychology
Santhi Nuthakki's TD Ameritrade Experience January 2011 - April 2011
Job Informatica Developer at HMS
Industry Information Technology and Services
Experience
HMS April 2012 - Present
American Home Mortgage Servicing April 2011 - April 2012
TD Ameritrade January 2011 - April 2011
American Home Mortgage Servicing October 2010 - January 2011
AT&T April 2010 - July 2010
Skills
Informatica, Data Modeling, ETL, Data Warehousing, Testing, SDLC, Oracle, Business Intelligence
Education
Jawaharlal Nehru Technological University
B.TECH, Computer Science
HMS April 2012 - Present
American Home Mortgage Servicing April 2011 - April 2012
TD Ameritrade January 2011 - April 2011
American Home Mortgage Servicing October 2010 - January 2011
AT&T April 2010 - July 2010
Skills
Informatica, Data Modeling, ETL, Data Warehousing, Testing, SDLC, Oracle, Business Intelligence
Education
Jawaharlal Nehru Technological University
B.TECH, Computer Science
Jessica Selde's TD Ameritrade Experience October 2006 - January 2009
Job Accounting Representative at Farmers National
Industry Accounting
Experience
Farmers National October 2009 - Present
TD Ameritrade October 2006 - January 2009
Skills
Accounting, Financial Analysis, Microsoft Excel, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Outlook, Investments, Public Speaking, Customer Service
Education
Iowa State University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Farmers National October 2009 - Present
TD Ameritrade October 2006 - January 2009
Skills
Accounting, Financial Analysis, Microsoft Excel, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Outlook, Investments, Public Speaking, Customer Service
Education
Iowa State University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Denene Turner's TD Ameritrade Experience 2004 - 2005
Job Program Analyst at Dept of Defense
Industry Defense & Space
Experience
USSTRATCOM September 2008 - Present
H&R Block January 2005 - April 2012
Midwest Protection Services November 2005 - August 2008
TD Ameritrade 2004 - 2005
U.S. European Command December 2001 - July 2003
DoDEA August 2000 - December 2001
United States Air Force October 1991 - July 2000
Continental Baking Company 1987 - 1990
Skills
Process Improvement, Budgets, Access, Microsoft Excel, Analysis, Government, PowerPoint, Microsoft Office, Team Building, Outlook, Microsoft Word, Strategic Planning, Tax Preparation, Tax Advisory, QuickBooks, R&D Operations, Customer Service, Operational Efficiency, Cost Efficiency, Department Budgeting, Food Technology, Product Development, Marketing, OSHA, EPA, Federal & State..., Water Quality, Quality Assurance, Quality Control, Program Management, Time Management, Process Scheduler, Leadership, Management, Military, Accounting, Data Analysis, Risk Management, System Administration, New Business Development, Supervisory Skills, Teamwork, Team Leadership, SAP, Security Clearance, Research, Training, Marketing Strategy, Project Management, Inventory Management
Education
Southern Illinois University, Edwardsville 1987 — 1990
MBA, International Business
Indiana State University 1982 — 1986
BA, Chemistry
North Central High School 1980 — 1982
HS
Robinson High School 1978 — 1979
Pimento Elementary 1974 — 1975
USSTRATCOM September 2008 - Present
H&R Block January 2005 - April 2012
Midwest Protection Services November 2005 - August 2008
TD Ameritrade 2004 - 2005
U.S. European Command December 2001 - July 2003
DoDEA August 2000 - December 2001
United States Air Force October 1991 - July 2000
Continental Baking Company 1987 - 1990
Skills
Process Improvement, Budgets, Access, Microsoft Excel, Analysis, Government, PowerPoint, Microsoft Office, Team Building, Outlook, Microsoft Word, Strategic Planning, Tax Preparation, Tax Advisory, QuickBooks, R&D Operations, Customer Service, Operational Efficiency, Cost Efficiency, Department Budgeting, Food Technology, Product Development, Marketing, OSHA, EPA, Federal & State..., Water Quality, Quality Assurance, Quality Control, Program Management, Time Management, Process Scheduler, Leadership, Management, Military, Accounting, Data Analysis, Risk Management, System Administration, New Business Development, Supervisory Skills, Teamwork, Team Leadership, SAP, Security Clearance, Research, Training, Marketing Strategy, Project Management, Inventory Management
Education
Southern Illinois University, Edwardsville 1987 — 1990
MBA, International Business
Indiana State University 1982 — 1986
BA, Chemistry
North Central High School 1980 — 1982
HS
Robinson High School 1978 — 1979
Pimento Elementary 1974 — 1975
Greg Coppola's TD Ameritrade Experience June 2006 - May 2014
Job Financial Services
Industry Financial Services
Experience
TD Ameritrade June 2006 - May 2014
Fidelity Investments March 2002 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Equities, Securities, Uniform Combined State..., Investment Strategies, Retirement, Financial Services, Fixed Income, Asset Management, Strategic Financial..., Financial Advisory
Education
Iona College 1992 — 1995
Accounting and Finance
TD Ameritrade June 2006 - May 2014
Fidelity Investments March 2002 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Equities, Securities, Uniform Combined State..., Investment Strategies, Retirement, Financial Services, Fixed Income, Asset Management, Strategic Financial..., Financial Advisory
Education
Iona College 1992 — 1995
Accounting and Finance
Kerry Peacock's TD Ameritrade Experience July 2012 - February 2014
Job EVP Retail Products and Services at TD
Industry Financial Services
Experience
TD July 2013 - Present
TD Ameritrade July 2012 - February 2014
Investment Industry Association of Canada June 2012 - June 2013
TD September 2011 - June 2013
TD Canada Trust May 2009 - August 2011
First Nations Bank of Canada August 2001 - June 2010
TD January 1981 - May 2009
Skills
Capital Markets, Banking, Consumer Lending, Commercial Banking, Leadership, Retail Banking, Credit, Derivatives, Credit Analysis, Retail, Mutual Funds, Mortgage Lending, Lines Of Credit, Investments, Loans, Small Business Lending, Team Leadership, Residential Mortgages, Strategic Planning, Customer Experience, Mergers & Acquisitions, Financial Services
Education
Ivey Business School at Western University 1997 — 1999
MBA
n/a 1981 — 1987
Certified General Accountant Fellow, Accounting
TD July 2013 - Present
TD Ameritrade July 2012 - February 2014
Investment Industry Association of Canada June 2012 - June 2013
TD September 2011 - June 2013
TD Canada Trust May 2009 - August 2011
First Nations Bank of Canada August 2001 - June 2010
TD January 1981 - May 2009
Skills
Capital Markets, Banking, Consumer Lending, Commercial Banking, Leadership, Retail Banking, Credit, Derivatives, Credit Analysis, Retail, Mutual Funds, Mortgage Lending, Lines Of Credit, Investments, Loans, Small Business Lending, Team Leadership, Residential Mortgages, Strategic Planning, Customer Experience, Mergers & Acquisitions, Financial Services
Education
Ivey Business School at Western University 1997 — 1999
MBA
n/a 1981 — 1987
Certified General Accountant Fellow, Accounting
Aaron Fritze's TD Ameritrade Experience December 2010 - Present
Job Operations Analyst for TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade December 2010 - Present
Modis September 2010 - December 2010
West Corporation May 2001 - December 2010
Electronics Design and Manufacturing June 2000 - February 2001
Bluffs Imaging Associates January 2000 - August 2000
MCI WorldCom March 1999 - December 1999
GRH Electronics September 1998 - March 1999
Education
ITT Technical Institute 1997 — 1999
Associate of Applied Science Degree, Electronics Engineering Technology
Iowa State University 1995 — 1997
Computer Engineering Program
TD Ameritrade December 2010 - Present
Modis September 2010 - December 2010
West Corporation May 2001 - December 2010
Electronics Design and Manufacturing June 2000 - February 2001
Bluffs Imaging Associates January 2000 - August 2000
MCI WorldCom March 1999 - December 1999
GRH Electronics September 1998 - March 1999
Education
ITT Technical Institute 1997 — 1999
Associate of Applied Science Degree, Electronics Engineering Technology
Iowa State University 1995 — 1997
Computer Engineering Program
Peter Fountaine's TD Ameritrade Experience
Job Rep Transfers at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
GIS systems
Education
Iowa State University 2011 — 2012
Graduate Certificate, Geographic Information Science and Cartography
University of Minnesota Duluth 2002 — 2006
Bachelor's degree, History and Geography
TD Ameritrade
Skills
GIS systems
Education
Iowa State University 2011 — 2012
Graduate Certificate, Geographic Information Science and Cartography
University of Minnesota Duluth 2002 — 2006
Bachelor's degree, History and Geography
Josh Bittinger's TD Ameritrade Experience December 2007 - January 2009
Job Union Apprentice Electrician
Industry Construction
Experience
IBEW Local 481 February 2012 - Present
TD Ameritrade December 2007 - January 2009
Merrill Lynch May 2006 - December 2006
State Farm Insurance March 1999 - July 2000
Peace Corps July 1998 - November 1998
Education
Indiana University Robert H. McKinney School of Law 2009 — 2011
Indiana University Bloomington 1992 — 1998
B.A., English, History, Psychology
IBEW Local 481 February 2012 - Present
TD Ameritrade December 2007 - January 2009
Merrill Lynch May 2006 - December 2006
State Farm Insurance March 1999 - July 2000
Peace Corps July 1998 - November 1998
Education
Indiana University Robert H. McKinney School of Law 2009 — 2011
Indiana University Bloomington 1992 — 1998
B.A., English, History, Psychology
April Canady's TD Ameritrade Experience July 2005 - August 2006
Job Financial Services, Insurance & Risk Management
Industry Financial Services
Experience
Lincoln Trust Company September 2011 - Present
Lipper Analytical Services Inc. (a Thomson Reuters Company) April 2008 - January 2011
Countrywide Home Loans, Inc. February 2007 - September 2007
TD Ameritrade July 2005 - August 2006
Skills
Mutual Funds, Banking, Risk Management, Finance, Insurance, Retirement Planning, Data Analysis, Accounting, Accounts Payable, Sales, Financial Advisory, Corporate Finance
Education
Indiana State University
Bachelor's Degree, Business Administration
Indiana State UniversityInsurance & Risk Management
Bachelor of Science (B.S.), Insurance & Risk Management/Business Administration
Richland College
Associate's Degree, Liberal Sciences
Waco High School
Lincoln Trust Company September 2011 - Present
Lipper Analytical Services Inc. (a Thomson Reuters Company) April 2008 - January 2011
Countrywide Home Loans, Inc. February 2007 - September 2007
TD Ameritrade July 2005 - August 2006
Skills
Mutual Funds, Banking, Risk Management, Finance, Insurance, Retirement Planning, Data Analysis, Accounting, Accounts Payable, Sales, Financial Advisory, Corporate Finance
Education
Indiana State University
Bachelor's Degree, Business Administration
Indiana State UniversityInsurance & Risk Management
Bachelor of Science (B.S.), Insurance & Risk Management/Business Administration
Richland College
Associate's Degree, Liberal Sciences
Waco High School
Chuck Palmquist's TD Ameritrade Experience March 1999 - April 2001
Job Returned Peace Corps Volunteer Philippines
Industry Marketing and Advertising
Experience
PayPal February 2007 - December 2007
Omnium Worldwide May 2003 - July 2006
TD Ameritrade March 1999 - April 2001
Mutual of Omaha 1997 - 1999
US Peace Corps April 1993 - June 1995
Skills
Salesforce.com, Health Insurance, Customer Service, Claims Handling, Animal Husbandry, Collections, Contract Negotiation, Customer Satisfaction, Account Management, Insurance, Marketing, Project Management, Analysis, Leadership, Strategic Planning, Sales, Management, Public Speaking
Education
Iowa State University - College of Business 1985 — 1989
BBA, Marketing
PayPal February 2007 - December 2007
Omnium Worldwide May 2003 - July 2006
TD Ameritrade March 1999 - April 2001
Mutual of Omaha 1997 - 1999
US Peace Corps April 1993 - June 1995
Skills
Salesforce.com, Health Insurance, Customer Service, Claims Handling, Animal Husbandry, Collections, Contract Negotiation, Customer Satisfaction, Account Management, Insurance, Marketing, Project Management, Analysis, Leadership, Strategic Planning, Sales, Management, Public Speaking
Education
Iowa State University - College of Business 1985 — 1989
BBA, Marketing
Justin Parsons's TD Ameritrade Experience November 2014 - Present
Job Internal Audit Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade March 2012 - November 2014
TD Ameritrade June 2010 - March 2012
Seim Johnson October 2008 - May 2010
Dutton & Associates P.C. January 2007 - October 2008
Skills
Audit, Financial Reporting, Accounting, Tax, Internal Controls, Internal Audit, GAAP, Sarbanes-Oxley Act, CPA, Financial Statements, Auditing, Financial Audits, Finance
Education
University of Nebraska at Omaha 2004 — 2006
BSBA, Accounting
Iowa Western Community College 2002 — 2004
Associate of Arts (A.A.)
TD Ameritrade November 2014 - Present
TD Ameritrade March 2012 - November 2014
TD Ameritrade June 2010 - March 2012
Seim Johnson October 2008 - May 2010
Dutton & Associates P.C. January 2007 - October 2008
Skills
Audit, Financial Reporting, Accounting, Tax, Internal Controls, Internal Audit, GAAP, Sarbanes-Oxley Act, CPA, Financial Statements, Auditing, Financial Audits, Finance
Education
University of Nebraska at Omaha 2004 — 2006
BSBA, Accounting
Iowa Western Community College 2002 — 2004
Associate of Arts (A.A.)
Jeffrey Meier's TD Ameritrade Experience March 2014 - Present
Job Investment Consultant with TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
Protective Life March 2009 - March 2014
Skills
Sales, Account Management, Cold Calling, Customer Service, Employee Benefits, Financial Advisory, Financial Services, Insurance, Investments, New Business Development, Retirement, Retirement Planning, Sales Management, Sales Operations, Selling, Series 63, Finance
Education
Indiana Wesleyan University
MBA, Accounting
University of Dayton
BA, Psychology
TD Ameritrade March 2014 - Present
Protective Life March 2009 - March 2014
Skills
Sales, Account Management, Cold Calling, Customer Service, Employee Benefits, Financial Advisory, Financial Services, Insurance, Investments, New Business Development, Retirement, Retirement Planning, Sales Management, Sales Operations, Selling, Series 63, Finance
Education
Indiana Wesleyan University
MBA, Accounting
University of Dayton
BA, Psychology
Pauletta Chabal's TD Ameritrade Experience August 2011 - Present
Job Litigation Paralegal, In House at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Education
Howard Community College
Working on an Associate of Arts (AA), Business Administration and Management, General
TD Ameritrade August 2011 - Present
Education
Howard Community College
Working on an Associate of Arts (AA), Business Administration and Management, General
Jackie Manuell's TD Ameritrade Experience October 2008 - November 2013
Job Accounting Manager at Progressive Finance
Industry Financial Services
Experience
Progressive Leasing November 2013 - Present
TD Ameritrade October 2008 - November 2013
Wasatch Advisors August 2006 - July 2007
sundance catalog company 1997 - 2002
Mrs. Fields Cookies February 1990 - March 1993
Sorenco Laboratories 1987 - 1990
American Equity 1985 - 1987
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Inventory Management, Sarbanes-Oxley Act, Auditing, Internal Audit, Microsoft Excel, Process Improvement, QuickBooks, Investments, Account Reconciliation, SAP, Accounts Receivable, Financial Modeling, Management, Forecasting, Internal Controls, GAAP, Analysis, Finance, Payroll, Mergers & Acquisitions, Corporate Finance, Access, Banking, Hyperion Enterprise, Risk Management, Financial Services, Budgets, SEC filings, US GAAP, Securities, Business Analysis, Financial Planning, Hyperion, SEC Filings
Education
Iowa State University 1979 — 1983
Accouting, Business
Iowa State University - College of Business 1979 — 1983
Accounting, Business
Progressive Leasing November 2013 - Present
TD Ameritrade October 2008 - November 2013
Wasatch Advisors August 2006 - July 2007
sundance catalog company 1997 - 2002
Mrs. Fields Cookies February 1990 - March 1993
Sorenco Laboratories 1987 - 1990
American Equity 1985 - 1987
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Inventory Management, Sarbanes-Oxley Act, Auditing, Internal Audit, Microsoft Excel, Process Improvement, QuickBooks, Investments, Account Reconciliation, SAP, Accounts Receivable, Financial Modeling, Management, Forecasting, Internal Controls, GAAP, Analysis, Finance, Payroll, Mergers & Acquisitions, Corporate Finance, Access, Banking, Hyperion Enterprise, Risk Management, Financial Services, Budgets, SEC filings, US GAAP, Securities, Business Analysis, Financial Planning, Hyperion, SEC Filings
Education
Iowa State University 1979 — 1983
Accouting, Business
Iowa State University - College of Business 1979 — 1983
Accounting, Business
Christpher Quinn's TD Ameritrade Experience July 2007 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2007 - Present
Ameriprise Financial Services, Inc. July 2004 - July 2007
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Estate Planning, Portfolio Management, Asset Managment, Uniform Combined State..., Insurance, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 66, Asset Management, Financial Advisory, Investment Strategies, Alternative Investments, Equities, Investment Management, Finance, Financial Analysis, Retirement, Fixed Annuities, Risk Management, 401k
Education
Illinois State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
TD Ameritrade July 2007 - Present
Ameriprise Financial Services, Inc. July 2004 - July 2007
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Estate Planning, Portfolio Management, Asset Managment, Uniform Combined State..., Insurance, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 66, Asset Management, Financial Advisory, Investment Strategies, Alternative Investments, Equities, Investment Management, Finance, Financial Analysis, Retirement, Fixed Annuities, Risk Management, 401k
Education
Illinois State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Derek Fairchild's TD Ameritrade Experience April 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade December 2013 - April 2014
Terryberry Company January 2012 - November 2013
Herman Miller May 2011 - September 2011
United States Department of Commerce May 2010 - August 2010
Commercial Freight Services June 2006 - August 2008
Skills
Sales, Salesforce.com, Account Management, Program Management, Time Management, Team Building, Strategy, Sales Management, New Business Development, Marketing, Strategic Partnerships, Market Research, Leadership, Strategic Planning, Business Development
Education
Hope College 2007 — 2011
BA, Business Management and Spanish
IES Abroad -- Madrid 2010 — 2011
Multinational Corporations / Economics
TD Ameritrade April 2014 - Present
TD Ameritrade December 2013 - April 2014
Terryberry Company January 2012 - November 2013
Herman Miller May 2011 - September 2011
United States Department of Commerce May 2010 - August 2010
Commercial Freight Services June 2006 - August 2008
Skills
Sales, Salesforce.com, Account Management, Program Management, Time Management, Team Building, Strategy, Sales Management, New Business Development, Marketing, Strategic Partnerships, Market Research, Leadership, Strategic Planning, Business Development
Education
Hope College 2007 — 2011
BA, Business Management and Spanish
IES Abroad -- Madrid 2010 — 2011
Multinational Corporations / Economics
WILLIAM HOLM's TD Ameritrade Experience November 2009 - June 2010
Job Garden Sales Associate at Home Depot
Industry Banking
Experience
Home Depot March 2014 - Present
Free Lance Carpenter & Painter December 2011 - March 2014
First National Bank of Omaha June 2010 - May 2011
TD Ameritrade November 2009 - June 2010
Greg Peterson Construction January 2009 - September 2009
Skills
Residential Painting, Home Remodeling, Install Ceiling Lights, Operate Farm Tractor, Operate Fork Lift, Install Replacement..., Install Replacement..., Install Sheetrock, Install Bathroom Facets, Install Siding, Install Ceiling Fans, Selling Lawn Mowers,..., Pour Concrete Walkways, Pour Concrete Slabs
Education
Iowa State University 1977 — 1979
B.S., Agri-Business, Farm Management
Iowa State University 1977 — 1979
Agricultural Business, Agriculture, Agriculture Operations, and Related Sciences
Home Depot March 2014 - Present
Free Lance Carpenter & Painter December 2011 - March 2014
First National Bank of Omaha June 2010 - May 2011
TD Ameritrade November 2009 - June 2010
Greg Peterson Construction January 2009 - September 2009
Skills
Residential Painting, Home Remodeling, Install Ceiling Lights, Operate Farm Tractor, Operate Fork Lift, Install Replacement..., Install Replacement..., Install Sheetrock, Install Bathroom Facets, Install Siding, Install Ceiling Fans, Selling Lawn Mowers,..., Pour Concrete Walkways, Pour Concrete Slabs
Education
Iowa State University 1977 — 1979
B.S., Agri-Business, Farm Management
Iowa State University 1977 — 1979
Agricultural Business, Agriculture, Agriculture Operations, and Related Sciences
Raja Kondaveeti's TD Ameritrade Experience July 2010 - December 2011
Job Tech Architect at Bluewolf
Industry Financial Services
Experience
Bluewolf January 2012 - Present
TD Ameritrade July 2010 - December 2011
Kaiser Permanente IT December 2008 - January 2010
HDL Center - Morton Hall, OU August 2006 - September 2008
Skills
Salesforce.com, Java
Education
Ohio University 2007 — 2008
Masters, Computer Science, Mathematics
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology, Computer Science and Engineering
Bluewolf January 2012 - Present
TD Ameritrade July 2010 - December 2011
Kaiser Permanente IT December 2008 - January 2010
HDL Center - Morton Hall, OU August 2006 - September 2008
Skills
Salesforce.com, Java
Education
Ohio University 2007 — 2008
Masters, Computer Science, Mathematics
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology, Computer Science and Engineering
Cory Sharp's TD Ameritrade Experience June 2007 - Present
Job Principal, Correspondence Review
Industry Financial Services
Experience
TD Ameritrade June 2007 - Present
Source of Knowledge September 2002 - January 2007
Education
Indiana University Bloomington 1998 — 2001
Bachelor’s Degree
TD Ameritrade June 2007 - Present
Source of Knowledge September 2002 - January 2007
Education
Indiana University Bloomington 1998 — 2001
Bachelor’s Degree
John O'Connors's TD Ameritrade Experience January 2005 - September 2011
Job Managing Principal/General Manager Northeast Region at DBAK
Industry Computer & Network Security
Experience
DBAK August 2012 - Present
TD Ameritrade January 2005 - September 2011
IBM 1977 - 1980
Skills
IT Strategy, Enterprise Architecture, Integration, Disaster Recovery, Vendor Management, Oracle Applications, Business Analysis, Infrastructure, Business Intelligence, Cloud Computing, Enterprise Software, Security, Professional Services, Data Center, Management, Program Management, Business Continuity, Strategy, Business Process..., Solution Selling, Leadership, Governance, Information Security, PMP, Outsourcing, Information Technology, SaaS, Solution Architecture, SDLC, Software Project..., Service Delivery, Project Portfolio..., IT Management, Requirements Analysis, Business Process
Education
Newark College of Engineering 1967 — 1970
Computer Science
Hudson Valley Community College 1965 — 1966
associates, Automotive Engineering
DBAK August 2012 - Present
TD Ameritrade January 2005 - September 2011
IBM 1977 - 1980
Skills
IT Strategy, Enterprise Architecture, Integration, Disaster Recovery, Vendor Management, Oracle Applications, Business Analysis, Infrastructure, Business Intelligence, Cloud Computing, Enterprise Software, Security, Professional Services, Data Center, Management, Program Management, Business Continuity, Strategy, Business Process..., Solution Selling, Leadership, Governance, Information Security, PMP, Outsourcing, Information Technology, SaaS, Solution Architecture, SDLC, Software Project..., Service Delivery, Project Portfolio..., IT Management, Requirements Analysis, Business Process
Education
Newark College of Engineering 1967 — 1970
Computer Science
Hudson Valley Community College 1965 — 1966
associates, Automotive Engineering
Jeffery Wimer's TD Ameritrade Experience 2000 - 2007
Job Wealth Management at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
E*TRADE Financial 2007 - March 2012
TD Ameritrade 2000 - 2007
Education
Ithaca College 1992 — 1996
BS, Communications
Citi February 2012 - Present
E*TRADE Financial 2007 - March 2012
TD Ameritrade 2000 - 2007
Education
Ithaca College 1992 — 1996
BS, Communications
Ankit S's TD Ameritrade Experience June 2011 - February 2012
Job Sr SalesForce Developer at Intuites
Industry Computer Software
Experience
Intuites February 2010 - Present
TD Ameritrade June 2011 - February 2012
Education
Jawaharlal Nehru Technological University 2006 — 2010
Bachelors, Computer Science
Intuites February 2010 - Present
TD Ameritrade June 2011 - February 2012
Education
Jawaharlal Nehru Technological University 2006 — 2010
Bachelors, Computer Science
Jason Lehr's TD Ameritrade Experience February 2013 - October 2013
Job IT Internal Audit Manager at ACI Worldwide
Industry Financial Services
Experience
ACI Worldwide March 2015 - Present
ACI Worldwide October 2013 - March 2015
TD Ameritrade February 2013 - October 2013
Strategic Professional Resources October 2011 - February 2013
BAE Systems November 2003 - October 2011
Skills
Software Engineering, Information Security, Penetration Testing, Python, Computer Security, Testing, C#, Java, Manual Testing, Unix, Perl, Linux, Enterprise Architecture, Solaris, Security, Network Security, TCP/IP, Systems Engineering, CISSP, Information Security..., Vulnerability Assessment, Software Development, Virtualization, PCI DSS, System Administration, Agile Methodologies, Business Continuity, Disaster Recovery
Education
University of Nebraska at Omaha 2001 — 2004
Bachelor of Science (BS), Computer Science
Iowa State University 1998 — 2001
ACI Worldwide March 2015 - Present
ACI Worldwide October 2013 - March 2015
TD Ameritrade February 2013 - October 2013
Strategic Professional Resources October 2011 - February 2013
BAE Systems November 2003 - October 2011
Skills
Software Engineering, Information Security, Penetration Testing, Python, Computer Security, Testing, C#, Java, Manual Testing, Unix, Perl, Linux, Enterprise Architecture, Solaris, Security, Network Security, TCP/IP, Systems Engineering, CISSP, Information Security..., Vulnerability Assessment, Software Development, Virtualization, PCI DSS, System Administration, Agile Methodologies, Business Continuity, Disaster Recovery
Education
University of Nebraska at Omaha 2001 — 2004
Bachelor of Science (BS), Computer Science
Iowa State University 1998 — 2001
Erica Quinones's TD Ameritrade Experience April 2014 - Present
Job Global Security Operations Center Coordinator at TD Ameritrade
Industry Security and Investigations
Experience
TD Ameritrade April 2014 - Present
Education
NJCU 2014 — 2016
Bachelor's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing, 3.8
NJCU 2014 — 2014
Bayonne Medical Center School of Nursing 2012 — 2014
Diploma, Registered Nursing/Registered Nurse
Hudson County Community College 2011 — 2013
Associate's Degree, Pre-Nursing Studies, 3.8
TD Ameritrade April 2014 - Present
Education
NJCU 2014 — 2016
Bachelor's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing, 3.8
NJCU 2014 — 2014
Bayonne Medical Center School of Nursing 2012 — 2014
Diploma, Registered Nursing/Registered Nurse
Hudson County Community College 2011 — 2013
Associate's Degree, Pre-Nursing Studies, 3.8
Ryan Hanigan, CIA's TD Ameritrade Experience May 2015 - Present
Job Licensed Contractor/Owner, Hanigan Construction, LLC
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
Hanigan Construction, LLC December 2013 - Present
TD Ameritrade January 2010 - May 2015
TD Ameritrade July 2008 - January 2010
United Rentals April 2008 - July 2008
Menards December 2006 - November 2007
Skills
Customer Service, Operational Risk..., Internal Controls, Finish Carpentry, Framing, Landscaping, Custom Decks, Flooring, Windows, Doors, Siding, Remodeling, Whole House Renovations, Bathrooms, Kitchen Remodeling, Risk Assessment, Financial Services, Internal Audit, Risk Management, Series 7, Auditing, Sarbanes-Oxley Act, Enterprise Risk...
Education
Iowa State University 2002 — 2006
Bachelor's Degree, Finance
TD Ameritrade May 2015 - Present
Hanigan Construction, LLC December 2013 - Present
TD Ameritrade January 2010 - May 2015
TD Ameritrade July 2008 - January 2010
United Rentals April 2008 - July 2008
Menards December 2006 - November 2007
Skills
Customer Service, Operational Risk..., Internal Controls, Finish Carpentry, Framing, Landscaping, Custom Decks, Flooring, Windows, Doors, Siding, Remodeling, Whole House Renovations, Bathrooms, Kitchen Remodeling, Risk Assessment, Financial Services, Internal Audit, Risk Management, Series 7, Auditing, Sarbanes-Oxley Act, Enterprise Risk...
Education
Iowa State University 2002 — 2006
Bachelor's Degree, Finance
Brianna Marshall's TD Ameritrade Experience September 2010 - May 2012
Job Logistics Management Specialist at U.S. Army
Industry Military
Experience
United States Army November 2014 - Present
United States Army May 2012 - November 2014
TD Ameritrade September 2010 - May 2012
Skills
Leadership, Logistics, Logistics Management, Management, Team Leadership, Army, DoD, Human Resources, Military Experience, Operational Planning, Military Operations, Security Clearance
Education
Jefferson Community College
United States Army November 2014 - Present
United States Army May 2012 - November 2014
TD Ameritrade September 2010 - May 2012
Skills
Leadership, Logistics, Logistics Management, Management, Team Leadership, Army, DoD, Human Resources, Military Experience, Operational Planning, Military Operations, Security Clearance
Education
Jefferson Community College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.