TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Brandon Wion Brandon Wion's TD Ameritrade Experience September 2014 - Present
Job 15P Aviation Operations Specialist
Industry Military
Experience
TD Ameritrade September 2014 - Present
Nebraska National Guard October 2013 - Present
TD Ameritrade September 2013 - January 2014
MetLife March 2012 - May 2013
Skills
Call Centers, Financial Services, Customer Service, Dance, Fixed Annuities, Front Office, Hotels, Hospitality, Music, Hotel Booking, Series 6, Outlook, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Telephone Skills, Microsoft Word, Data Entry, Customer Experience, Military, Aviation, Military Operations, Army, National Guard
Education
Kaplan University-Des Moines Campus 2011 — 2014
Associate's Degree, Business administration, Customer Service
TD Ameritrade September 2014 - Present
Nebraska National Guard October 2013 - Present
TD Ameritrade September 2013 - January 2014
MetLife March 2012 - May 2013
Skills
Call Centers, Financial Services, Customer Service, Dance, Fixed Annuities, Front Office, Hotels, Hospitality, Music, Hotel Booking, Series 6, Outlook, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Telephone Skills, Microsoft Word, Data Entry, Customer Experience, Military, Aviation, Military Operations, Army, National Guard
Education
Kaplan University-Des Moines Campus 2011 — 2014
Associate's Degree, Business administration, Customer Service
Drew Maginnis Drew Maginnis's TD Ameritrade Experience July 2012 - Present
Job Investment Consultant TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
Strayer University January 2013 - Present
University of Phoenix June 2011 - Present
Malvern Preparatory School May 2014 - Present
Legacy Planning Partners January 2008 - June 2012
Sprinturf January 2006 - November 2007
Ryan Homes April 2005 - January 2006
Villanova University January 1995 - 2005
Skills
Retirement Planning, Financial Services, Series 7, Finance, Account Management, Securities, Sales Management, Investments, Small Business, Marketing, Financial Analysis, Sales, Real Estate, Wealth Management, New Business Development, Cold Calling
Education
Villanova University 2003 — 2005
Masters of Business Administration, Masters of Business
La Salle University 1987 — 1991
BS Business Management, Marketing
TD Ameritrade July 2012 - Present
Strayer University January 2013 - Present
University of Phoenix June 2011 - Present
Malvern Preparatory School May 2014 - Present
Legacy Planning Partners January 2008 - June 2012
Sprinturf January 2006 - November 2007
Ryan Homes April 2005 - January 2006
Villanova University January 1995 - 2005
Skills
Retirement Planning, Financial Services, Series 7, Finance, Account Management, Securities, Sales Management, Investments, Small Business, Marketing, Financial Analysis, Sales, Real Estate, Wealth Management, New Business Development, Cold Calling
Education
Villanova University 2003 — 2005
Masters of Business Administration, Masters of Business
La Salle University 1987 — 1991
BS Business Management, Marketing
Brian Bergman Brian Bergman's TD Ameritrade Experience October 2013 - Present
Job Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade May 2013 - October 2013
Waddell & Reed January 2012 - May 2013
Cush Capital Management May 2011 - August 2011
Skills
Investment Advisory, Business Strategy, Microsoft Excel, PowerPoint, Asset Allocation, Financial Analysis, Qualitative Research, Account Management, Customer Service, Budget Monitoring, Strategic Financial...
Education
Kansas State University 2008 — 2012
Bachelor of Science (B.S.), Finance
TD Ameritrade October 2013 - Present
TD Ameritrade May 2013 - October 2013
Waddell & Reed January 2012 - May 2013
Cush Capital Management May 2011 - August 2011
Skills
Investment Advisory, Business Strategy, Microsoft Excel, PowerPoint, Asset Allocation, Financial Analysis, Qualitative Research, Account Management, Customer Service, Budget Monitoring, Strategic Financial...
Education
Kansas State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Jerome Barnes Jerome Barnes's TD Ameritrade Experience March 2005 - May 2007
Job Contract Oversight at Federal Deposit Insurance Corporation
Industry
Experience
Federal Deposit Insurance Corporation October 2010 - Present
Internal Revenue Service June 2009 - October 2010
TIAA-CREF May 2007 - June 2009
TD Ameritrade March 2005 - May 2007
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Research, Leadership, Sales, Training, English, Process Improvement, Outlook, SQL, Financial Services, Contract Management, Financial Planning, Asset Management, Budgets, Investments, Analysis, Finance, Portfolio Management, Financial Risk, Relationship Management, Financial Analysis, Banking, Credit, Credit Analysis, Loans
Education
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Langston University
Federal Deposit Insurance Corporation October 2010 - Present
Internal Revenue Service June 2009 - October 2010
TIAA-CREF May 2007 - June 2009
TD Ameritrade March 2005 - May 2007
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Research, Leadership, Sales, Training, English, Process Improvement, Outlook, SQL, Financial Services, Contract Management, Financial Planning, Asset Management, Budgets, Investments, Analysis, Finance, Portfolio Management, Financial Risk, Relationship Management, Financial Analysis, Banking, Credit, Credit Analysis, Loans
Education
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Langston University
Greg Barker Greg Barker's TD Ameritrade Experience January 2005 - March 2010
Job Not happy with your current IT service provider? Let us earn your business!
Industry Information Technology and Services
Experience
Compudata London Ontario May 2015 - Present
Express Employment Professionals – London, ON September 2013 - May 2015
CIBC February 2013 - July 2013
Freedom 55 Financial June 2011 - February 2013
TD Ameritrade January 2005 - March 2010
Skills
Strategic Financial..., Investments, Insurance, Mutual Funds, Financial Planners, Financial Analysis, Wealth Management, Securities, Retirement Planning, Finance, Portfolio Management, Financial Advisory, Risk Management, Asset Managment, Asset Allocation, Estate Planning, Investment Advisory, Credit, Equities
Education
Lakehead University 1999 — 2003
B.A., History
Lakehead University
Compudata London Ontario May 2015 - Present
Express Employment Professionals – London, ON September 2013 - May 2015
CIBC February 2013 - July 2013
Freedom 55 Financial June 2011 - February 2013
TD Ameritrade January 2005 - March 2010
Skills
Strategic Financial..., Investments, Insurance, Mutual Funds, Financial Planners, Financial Analysis, Wealth Management, Securities, Retirement Planning, Finance, Portfolio Management, Financial Advisory, Risk Management, Asset Managment, Asset Allocation, Estate Planning, Investment Advisory, Credit, Equities
Education
Lakehead University 1999 — 2003
B.A., History
Lakehead University
Henry McNeil Henry McNeil's TD Ameritrade Experience October 2014 - Present
Job Software Developer II at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade May 2013 - October 2014
TD Ameritrade April 2012 - May 2013
TD Ameritrade January 2009 - April 2012
TD Ameritrade January 2008 - January 2009
Skills
Java, Intersystems Cache, Design Patterns, C#, Scala, Ruby, SQL, Series 7, Series 63, Series 24, Equities, Banking, Financial Services, Securities, Lean Management, Back Office, Fixed Income, Trading Systems, Visual Basic
Education
Lawrence University 2002 — 2006
Bachelor of Arts (B.A.), Physics, Philosophy
Flathead High School 1998 — 2002
High School
TD Ameritrade October 2014 - Present
TD Ameritrade May 2013 - October 2014
TD Ameritrade April 2012 - May 2013
TD Ameritrade January 2009 - April 2012
TD Ameritrade January 2008 - January 2009
Skills
Java, Intersystems Cache, Design Patterns, C#, Scala, Ruby, SQL, Series 7, Series 63, Series 24, Equities, Banking, Financial Services, Securities, Lean Management, Back Office, Fixed Income, Trading Systems, Visual Basic
Education
Lawrence University 2002 — 2006
Bachelor of Arts (B.A.), Physics, Philosophy
Flathead High School 1998 — 2002
High School
Anthony R. Nicoletti's TD Ameritrade Experience February 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade February 2013 - Present
Bank of America Merrill Lynch October 2011 - February 2013
Dawson James Securities July 2010 - July 2011
Timeshares Only December 2009 - May 2010
Skills
Investments, Portfolio Management, Securities, Capital Markets, International Sales, Capital Raises, Investment Banking, Financial Markets
Education
Freedom High School 2003 — 2007
Keiser College
TD Ameritrade February 2013 - Present
Bank of America Merrill Lynch October 2011 - February 2013
Dawson James Securities July 2010 - July 2011
Timeshares Only December 2009 - May 2010
Skills
Investments, Portfolio Management, Securities, Capital Markets, International Sales, Capital Raises, Investment Banking, Financial Markets
Education
Freedom High School 2003 — 2007
Keiser College
Emmett George Emmett George's TD Ameritrade Experience November 2011 - November 2012
Job Devops Engineer Noc Analyst at Textura Corporation
Industry Information Technology and Services
Experience
Textura Corporation February 2014 - Present
IPsoft 2012 - 2013
TD Ameritrade November 2011 - November 2012
Interactive Brokers November 2011 - May 2012
Skills
Equities, Securities, Trading Systems, Electronic Trading, Unix, Equity Trading, Puppet, Splunk, Paas, Unix Shell Scripting, Unix Operating Systems, Troubleshooting, SQL DB2, SQL, Big Data, Hadoop, Shell Scripting, Market Data, Bash, Perl, PaaS, VMware
Education
Knox College 1992 — 1996
BA, Liberal Arts and Sciences/Liberal Studies
St. Joseph's High School 1988 — 1992
Textura Corporation February 2014 - Present
IPsoft 2012 - 2013
TD Ameritrade November 2011 - November 2012
Interactive Brokers November 2011 - May 2012
Skills
Equities, Securities, Trading Systems, Electronic Trading, Unix, Equity Trading, Puppet, Splunk, Paas, Unix Shell Scripting, Unix Operating Systems, Troubleshooting, SQL DB2, SQL, Big Data, Hadoop, Shell Scripting, Market Data, Bash, Perl, PaaS, VMware
Education
Knox College 1992 — 1996
BA, Liberal Arts and Sciences/Liberal Studies
St. Joseph's High School 1988 — 1992
Andrew Carmichael's TD Ameritrade Experience May 2012 - August 2012
Job Analyst, Research at Simmons & Company International
Industry Financial Services
Experience
Simmons & Company International July 2015 - Present
J.P. Morgan June 2014 - June 2015
Goodwood Capital Management April 2013 - May 2014
Lamar Advertising September 2012 - February 2014
Bloomberg LP July 2013 - December 2013
LSU Student Managed Investment Fund January 2013 - December 2013
TD Ameritrade May 2012 - August 2012
Skills
Equity Research, Finance, Internal Audit, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Finance
London School of Economics and Political Science 2013 — 2013
Advanced Corporate Finance
Catholic High School 2006 — 2010
Simmons & Company International July 2015 - Present
J.P. Morgan June 2014 - June 2015
Goodwood Capital Management April 2013 - May 2014
Lamar Advertising September 2012 - February 2014
Bloomberg LP July 2013 - December 2013
LSU Student Managed Investment Fund January 2013 - December 2013
TD Ameritrade May 2012 - August 2012
Skills
Equity Research, Finance, Internal Audit, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation
Education
Louisiana State University 2010 — 2014
Bachelor of Science (B.S.), Finance
London School of Economics and Political Science 2013 — 2013
Advanced Corporate Finance
Catholic High School 2006 — 2010
Randy Newman, C.E.M. Randy Newman, C.E.M.'s TD Ameritrade Experience July 2014 - Present
Job Sr. Manager of Energy, Engineering, Facilities and Projects at TD Ameritrade
Industry Banking
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade Institutional September 2012 - July 2014
First National Bank of Omaha June 2007 - September 2012
First National Bank of Omaha April 1998 - June 2007
Dan Thomas Electric May 1996 - April 1998
Education
Bellevue University 2012 — 2013
Bachelor, Project Management, A
Kaplan University-Omaha Campus 2010 — 2011
Associate in Business Administration, Business Administration and Management, General, A
Metropolitan Community College 2009 — 2011
Business Management
TD Ameritrade July 2014 - Present
TD Ameritrade Institutional September 2012 - July 2014
First National Bank of Omaha June 2007 - September 2012
First National Bank of Omaha April 1998 - June 2007
Dan Thomas Electric May 1996 - April 1998
Education
Bellevue University 2012 — 2013
Bachelor, Project Management, A
Kaplan University-Omaha Campus 2010 — 2011
Associate in Business Administration, Business Administration and Management, General, A
Metropolitan Community College 2009 — 2011
Business Management
Scott F. Hoskins Scott F. Hoskins's TD Ameritrade Experience 2012 - 2013
Job Investment Advisor with Retirement Advisory Group
Industry Financial Services
Experience
Retirement Advisory Group March 2013 - Present
TD Ameritrade 2012 - 2013
PNC 2011 - 2012
U.S. Bank 2009 - 2011
Skills
Investments, Retirement Planning, Investment Strategies, REITs, Fixed Index Annuities, Indexed Universal Life, Wealth Management..., Sales, Tax-advantaged..., Fixed Annuities, Financial Planning, Portfolio Assessment, Asset Allocation, Life Insurance, Portfolio Management, Variable Annuities, Risk Analysis, Investment Advisory, Employee Benefits, Defined Contribution..., Momentum Investing...
Education
Lindenwood University 2006 — 2009
Bachelor of Arts (B.A.), History
Retirement Advisory Group March 2013 - Present
TD Ameritrade 2012 - 2013
PNC 2011 - 2012
U.S. Bank 2009 - 2011
Skills
Investments, Retirement Planning, Investment Strategies, REITs, Fixed Index Annuities, Indexed Universal Life, Wealth Management..., Sales, Tax-advantaged..., Fixed Annuities, Financial Planning, Portfolio Assessment, Asset Allocation, Life Insurance, Portfolio Management, Variable Annuities, Risk Analysis, Investment Advisory, Employee Benefits, Defined Contribution..., Momentum Investing...
Education
Lindenwood University 2006 — 2009
Bachelor of Arts (B.A.), History
David Noonan's TD Ameritrade Experience March 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade March 2015 - Present
Self-employed November 2013 - March 2015
Merrill Lynch February 2008 - November 2013
Pension Planners Securities September 2006 - October 2007
Hold Brothers Capital, LLC August 2005 - May 2006
Citi February 2004 - May 2005
UBS June 2002 - February 2003
Skills
Risk Management, Investments, Portfolio Management, Equities, Options Strategies, Equity Trading, Technical Analysis, Proprietary Trading
Education
Loyola Marymount University 1997 — 2001
Bachelor's Degree, Finance
St. Francis High School 1993 — 1997
TD Ameritrade March 2015 - Present
Self-employed November 2013 - March 2015
Merrill Lynch February 2008 - November 2013
Pension Planners Securities September 2006 - October 2007
Hold Brothers Capital, LLC August 2005 - May 2006
Citi February 2004 - May 2005
UBS June 2002 - February 2003
Skills
Risk Management, Investments, Portfolio Management, Equities, Options Strategies, Equity Trading, Technical Analysis, Proprietary Trading
Education
Loyola Marymount University 1997 — 2001
Bachelor's Degree, Finance
St. Francis High School 1993 — 1997
Aaron Winters, CFP® Aaron Winters, CFP®'s TD Ameritrade Experience July 2006 - March 2007
Job Financial Advisor at First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha March 2014 - Present
Continuum Financial - a member of the MassMutual Financial Group August 2013 - March 2014
Securities America, Inc. Member FINRA/SIPC July 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC July 2010 - July 2011
Securities America, Inc. Member FINRA/SIPC April 2008 - July 2010
Northstar Financial March 2007 - April 2008
TD Ameritrade July 2006 - March 2007
TD Ameritrade March 2006 - July 2006
TD Ameritrade August 2005 - March 2006
Skills
Mutual Funds, Investments, Series 24, Equities, Retirement Planning, Investment Advisory, Risk Management, Series 7, Financial Risk, Bonds, Options, Investment Strategies, ETFs, Estate Planning, Fixed Annuities, Securities License, Leadership Development, Executive Reporting, Financial Markets, Stock Market, Equity Trading, Bond Markets, Financial Audits, Budget, Cash Flow, Tax, Life Insurance, Variable Annuities, Certified Financial...
Education
Kansas State University 2015 — 2018
Master of Science (M.S.), Financial Planning
University of Nebraska at Omaha
B.S., Business Administration; Finance and Banking
Metropolitan Community College
Certificate of Acheivement, Financial Planning
First National Bank of Omaha March 2014 - Present
Continuum Financial - a member of the MassMutual Financial Group August 2013 - March 2014
Securities America, Inc. Member FINRA/SIPC July 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC July 2010 - July 2011
Securities America, Inc. Member FINRA/SIPC April 2008 - July 2010
Northstar Financial March 2007 - April 2008
TD Ameritrade July 2006 - March 2007
TD Ameritrade March 2006 - July 2006
TD Ameritrade August 2005 - March 2006
Skills
Mutual Funds, Investments, Series 24, Equities, Retirement Planning, Investment Advisory, Risk Management, Series 7, Financial Risk, Bonds, Options, Investment Strategies, ETFs, Estate Planning, Fixed Annuities, Securities License, Leadership Development, Executive Reporting, Financial Markets, Stock Market, Equity Trading, Bond Markets, Financial Audits, Budget, Cash Flow, Tax, Life Insurance, Variable Annuities, Certified Financial...
Education
Kansas State University 2015 — 2018
Master of Science (M.S.), Financial Planning
University of Nebraska at Omaha
B.S., Business Administration; Finance and Banking
Metropolitan Community College
Certificate of Acheivement, Financial Planning
Kevin Gerry Kevin Gerry's TD Ameritrade Experience July 2001 - December 2006
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2006 - Present
TD Ameritrade July 2001 - December 2006
David Lerner Associates, Inc. January 2000 - July 2001
Skills
Finance, Investments, Risk Management, Financial Analysis, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint
Education
La Salle University 1991 — 1995
Bachelor's degree, Finance
Ward Melville High School 1989 — 1991
Wells Fargo Advisors, LLC December 2006 - Present
TD Ameritrade July 2001 - December 2006
David Lerner Associates, Inc. January 2000 - July 2001
Skills
Finance, Investments, Risk Management, Financial Analysis, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint
Education
La Salle University 1991 — 1995
Bachelor's degree, Finance
Ward Melville High School 1989 — 1991
Andrew Chipman's TD Ameritrade Experience May 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade November 2013 - May 2014
TD Ameritrade May 2013 - November 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Series 7, Series 63, Microsoft Excel, Finance, Equities, Mutual Funds, 401k, ETFs, Trading, Securities, Retirement Planning, financial services, sales, Options, Strategic Financial..., Manage Client..., Asset Allocation, Wealth Management, FINRA, Asset Management, Alternative Investments, Investment Strategies, Financial Markets, Relationship Management
Education
Lake Forest College 2008 — 2012
Double Major, Business and Asian Studies
Peking University 2009 — 2009
International Business and Mandarin
TD Ameritrade May 2014 - Present
TD Ameritrade November 2013 - May 2014
TD Ameritrade May 2013 - November 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Series 7, Series 63, Microsoft Excel, Finance, Equities, Mutual Funds, 401k, ETFs, Trading, Securities, Retirement Planning, financial services, sales, Options, Strategic Financial..., Manage Client..., Asset Allocation, Wealth Management, FINRA, Asset Management, Alternative Investments, Investment Strategies, Financial Markets, Relationship Management
Education
Lake Forest College 2008 — 2012
Double Major, Business and Asian Studies
Peking University 2009 — 2009
International Business and Mandarin
Marissa Kurland Marissa Kurland's TD Ameritrade Experience August 2005 - October 2006
Job Accounting Associate (Premium, A/R, A/P, GL, Audit, Recon, Chargeback, IVR/ACH/EFT/Wire Research & Initiation)
Industry Accounting
Experience
MR KURLAND NP PLLC April 2013 - June 2014
Affirmative Insurance January 2008 - April 2013
CompUSA Corporate Office June 2007 - December 2007
TD Ameritrade August 2005 - October 2006
Skills
Account Reconciliation, Customer Service, Management, Outlook, Accounting, Microsoft Excel, Microsoft Word, Accounts Receivable, Process Improvement, Budgets, Microsoft Office, PowerPoint, Financial Analysis, EMR (Electronic Medical..., Credit, PeopleSoft, Strategic Planning, Project Management, Photoshop, InDesign, Salesforce.com, Client Billing, Accounts Payable, SOX Compliance, ICD-9, ICD-10
Education
Texas Wesleyan University 2011 — 2013
Bachelor of Science, Liberal Studies, 4.0
Loyola Marymount University 2001 — 2004
English (w/ an Emphasis on Composition), 3.1
MR KURLAND NP PLLC April 2013 - June 2014
Affirmative Insurance January 2008 - April 2013
CompUSA Corporate Office June 2007 - December 2007
TD Ameritrade August 2005 - October 2006
Skills
Account Reconciliation, Customer Service, Management, Outlook, Accounting, Microsoft Excel, Microsoft Word, Accounts Receivable, Process Improvement, Budgets, Microsoft Office, PowerPoint, Financial Analysis, EMR (Electronic Medical..., Credit, PeopleSoft, Strategic Planning, Project Management, Photoshop, InDesign, Salesforce.com, Client Billing, Accounts Payable, SOX Compliance, ICD-9, ICD-10
Education
Texas Wesleyan University 2011 — 2013
Bachelor of Science, Liberal Studies, 4.0
Loyola Marymount University 2001 — 2004
English (w/ an Emphasis on Composition), 3.1
Halima S. Yusuf's TD Ameritrade Experience May 2008 - May 2009
Job Business Analyst & Reporting Specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Morgan Stanley May 2011 - November 2014
Wells Fargo June 2009 - August 2010
TD Ameritrade May 2008 - May 2009
T. Rowe Price March 2006 - April 2008
Skills
Strategic Financial..., Personal Financial..., Security settlements, Fixed Income, Mutual Funds, Investment Advisory, Cost Accounting, Benefit Cost Analysis, Management, Project Management, Project Planning, Cash Management, Customer Service, Time Management, Series 7, Series 6, Series 63, Series 99, FINRA, Banking, Investment Banking, Compliance, Equity Research, Retirement Planning, Retirement Investments, Taxation, Mortgage Banking, Real Estate Development, Real Estate Investments
Education
Kaplan University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance
International School of Economics, Rotterdam, The Netherlands 1999 — 2003
Bachelor of Science (B.Sc.), International Management and Accounting
JPMorgan Chase & Co. November 2014 - Present
Morgan Stanley May 2011 - November 2014
Wells Fargo June 2009 - August 2010
TD Ameritrade May 2008 - May 2009
T. Rowe Price March 2006 - April 2008
Skills
Strategic Financial..., Personal Financial..., Security settlements, Fixed Income, Mutual Funds, Investment Advisory, Cost Accounting, Benefit Cost Analysis, Management, Project Management, Project Planning, Cash Management, Customer Service, Time Management, Series 7, Series 6, Series 63, Series 99, FINRA, Banking, Investment Banking, Compliance, Equity Research, Retirement Planning, Retirement Investments, Taxation, Mortgage Banking, Real Estate Development, Real Estate Investments
Education
Kaplan University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance
International School of Economics, Rotterdam, The Netherlands 1999 — 2003
Bachelor of Science (B.Sc.), International Management and Accounting
Brad Cain's TD Ameritrade Experience October 2005 - June 2008
Job Investment Executive at Citizens Financial Group Investments
Industry Financial Services
Experience
Citizens Financial Group Investments April 2015 - Present
Capital One Investing January 2014 - April 2015
Citizens Financal Services September 2012 - January 2014
Chase Investment Services June 2008 - August 2012
TD Ameritrade October 2005 - June 2008
Chase June 2002 - October 2005
Fidelity Investments 2000 - 2002
Penson Financial Services 1997 - 2000
Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning
Education
Louisiana Tech University 1991 — 1995
Bachelor of Science (BS), Finance, General
Citizens Financial Group Investments April 2015 - Present
Capital One Investing January 2014 - April 2015
Citizens Financal Services September 2012 - January 2014
Chase Investment Services June 2008 - August 2012
TD Ameritrade October 2005 - June 2008
Chase June 2002 - October 2005
Fidelity Investments 2000 - 2002
Penson Financial Services 1997 - 2000
Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning
Education
Louisiana Tech University 1991 — 1995
Bachelor of Science (BS), Finance, General
Andrew Toth Andrew Toth's TD Ameritrade Experience 1999 - 2000
Job Computer Scientist, U.S. Army Research Laboratory
Industry Military
Experience
U.S. Army Research Laboratory 2003 - Present
Bill Scott Racing March 1999 - Present
S2ERC 2011 - 2013
STG 2001 - 2005
PatientKeeper 1999 - 2001
TD Ameritrade 1999 - 2000
RWD, A Division of GP Strategies 1998 - 1999
USF&G Insurance 1996 - 1998
RWD, A Division of GP Strategies 1994 - 1996
Hamilton Sundstrand 1985 - 1994
Skills
Software Engineering, System Architecture, Requirements Analysis, IT Strategy, Software Development, Security, Systems Engineering, Mobile Devices, Program Management, Software Project..., Agile Methodologies, Enterprise Architecture, Java, C++, Testing, Troubleshooting, Integration, Architectures, SDLC, Cloud Computing, Architecture, SOA, XML, Security Clearance, Linux, JavaScript, High Performance Driving, Driving Instruction, Project Management, Process Improvement, Team Leadership, DoD, Information Technology, Leadership
Education
Western New England College 1987 — 1992
Master of Science (MS), Electrical and Electronics Engineering
Rochester Institute of Technology 1983 — 1985
BS, Electrical and Electronics Engineering
Lehigh Carbon Community College 1980 — 1982
Associate of Arts and Sciences (AAS), Electrical and Electronics Engineering
U.S. Army Research Laboratory 2003 - Present
Bill Scott Racing March 1999 - Present
S2ERC 2011 - 2013
STG 2001 - 2005
PatientKeeper 1999 - 2001
TD Ameritrade 1999 - 2000
RWD, A Division of GP Strategies 1998 - 1999
USF&G Insurance 1996 - 1998
RWD, A Division of GP Strategies 1994 - 1996
Hamilton Sundstrand 1985 - 1994
Skills
Software Engineering, System Architecture, Requirements Analysis, IT Strategy, Software Development, Security, Systems Engineering, Mobile Devices, Program Management, Software Project..., Agile Methodologies, Enterprise Architecture, Java, C++, Testing, Troubleshooting, Integration, Architectures, SDLC, Cloud Computing, Architecture, SOA, XML, Security Clearance, Linux, JavaScript, High Performance Driving, Driving Instruction, Project Management, Process Improvement, Team Leadership, DoD, Information Technology, Leadership
Education
Western New England College 1987 — 1992
Master of Science (MS), Electrical and Electronics Engineering
Rochester Institute of Technology 1983 — 1985
BS, Electrical and Electronics Engineering
Lehigh Carbon Community College 1980 — 1982
Associate of Arts and Sciences (AAS), Electrical and Electronics Engineering
Quincy Watkins Quincy Watkins's TD Ameritrade Experience 2010 - 2012
Job Defined Contribution Specialist at Utah Ret
Industry Financial Services
Experience
East High School August 2014 - Present
Utah Retirement Systems June 2012 - Present
Send Out Cards April 2012 - June 2012
TD Ameritrade 2010 - 2012
Investools January 2008 - October 2010
Aetna Behavioral Health June 2007 - October 2010
Skills
PowerPoint, Research, Photoshop, Teaching, Customer Retention, Call Center, Public Speaking, Process Improvement, Sales, Leadership, Team Building, Management, Team Leadership, Time Management, Training, Business Development, Coaching, Customer Service, Strategic Planning
Education
University of Utah 2000 — 2003
Bachelor of Science (B.S.), Human Development & Family Studies
Los Angeles Harbor College 1999 — 2000
Associates of Art, General Studies
East High School August 2014 - Present
Utah Retirement Systems June 2012 - Present
Send Out Cards April 2012 - June 2012
TD Ameritrade 2010 - 2012
Investools January 2008 - October 2010
Aetna Behavioral Health June 2007 - October 2010
Skills
PowerPoint, Research, Photoshop, Teaching, Customer Retention, Call Center, Public Speaking, Process Improvement, Sales, Leadership, Team Building, Management, Team Leadership, Time Management, Training, Business Development, Coaching, Customer Service, Strategic Planning
Education
University of Utah 2000 — 2003
Bachelor of Science (B.S.), Human Development & Family Studies
Los Angeles Harbor College 1999 — 2000
Associates of Art, General Studies
Pamela Mazzoni's TD Ameritrade Experience June 2008 - August 2008
Job VP Operational Risk
Industry Banking
Experience
Citi June 2015 - Present
PwC Consulting June 2014 - June 2015
PwC Consulting October 2012 - May 2014
Ernst & Young January 2009 - October 2012
TD Ameritrade June 2008 - August 2008
KPMG September 2006 - August 2007
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, External Audit, Sarbanes-Oxley, Due Diligence, Change Management, Financial Analysis, Business Process..., GAAP, PMO, Risk Management, Assurance, Requirements Analysis, Consulting, Mortgage Industry, Business Analytics, Finance Transformation, Regulatory Compliance, Enterprise Risk..., Mortgage Servicing, Mortgage Underwriting, Operational Risk..., Strategic Planning, Budgeting & Forecasting, Cost Benefit
Education
Louisiana State University 2007 — 2008
Master of Science, Finance
Louisiana State University 2004 — 2006
Bachelor of Science, Finance
Citi June 2015 - Present
PwC Consulting June 2014 - June 2015
PwC Consulting October 2012 - May 2014
Ernst & Young January 2009 - October 2012
TD Ameritrade June 2008 - August 2008
KPMG September 2006 - August 2007
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, External Audit, Sarbanes-Oxley, Due Diligence, Change Management, Financial Analysis, Business Process..., GAAP, PMO, Risk Management, Assurance, Requirements Analysis, Consulting, Mortgage Industry, Business Analytics, Finance Transformation, Regulatory Compliance, Enterprise Risk..., Mortgage Servicing, Mortgage Underwriting, Operational Risk..., Strategic Planning, Budgeting & Forecasting, Cost Benefit
Education
Louisiana State University 2007 — 2008
Master of Science, Finance
Louisiana State University 2004 — 2006
Bachelor of Science, Finance
GABRIEL REYNA's TD Ameritrade Experience January 1998 - April 2003
Job Los Angeles Freightliner/Southbay Truck Center
Industry Transportation/Trucking/Railroad
Experience
Los Angeles Freightliner/Southbay Truck Center September 2014 - Present
ENTERPRISE MOTORS INC January 2010 - August 2014
Carmenita Leasing February 2009 - January 2010
LA Freightliner DBA South Bay Truck Center August 2006 - December 2008
GR Wholesale Trucking July 2005 - August 2006
Primary Residential Mortgage April 2003 - June 2005
TD Ameritrade January 1998 - April 2003
Amcor DBA Corru Kraft January 1996 - January 1998
Skills
Sales Management, Customer Satisfaction, Transportation, Customer Service, Account Management, Automotive, B2B, Budgets, Business Development, CRM, Cold Calling, Contract Negotiation, Credit, Finance, Human Resources, Insurance, Inventory Management, Lead Generation, Loans, Logistics, Invoicing, Management, Marketing Strategy, Negotiation, New Business Development, Operations Management, Product Development, Pricing, Profit, Purchasing, Sales, Sales Operations, Start-ups, Strategic Planning, Team Building, Team Leadership, Trucking
Education
Los Angeles Trade Technical College 2012 — 2016
Associate's Degree, Electicity/HVAC, B
Metropolitan Community College 2000 — 2002
No degree, Accounting and Finance, B
Fairfax high School 1987 — 1989
Diploma, General studies, B
Los Angeles Freightliner/Southbay Truck Center September 2014 - Present
ENTERPRISE MOTORS INC January 2010 - August 2014
Carmenita Leasing February 2009 - January 2010
LA Freightliner DBA South Bay Truck Center August 2006 - December 2008
GR Wholesale Trucking July 2005 - August 2006
Primary Residential Mortgage April 2003 - June 2005
TD Ameritrade January 1998 - April 2003
Amcor DBA Corru Kraft January 1996 - January 1998
Skills
Sales Management, Customer Satisfaction, Transportation, Customer Service, Account Management, Automotive, B2B, Budgets, Business Development, CRM, Cold Calling, Contract Negotiation, Credit, Finance, Human Resources, Insurance, Inventory Management, Lead Generation, Loans, Logistics, Invoicing, Management, Marketing Strategy, Negotiation, New Business Development, Operations Management, Product Development, Pricing, Profit, Purchasing, Sales, Sales Operations, Start-ups, Strategic Planning, Team Building, Team Leadership, Trucking
Education
Los Angeles Trade Technical College 2012 — 2016
Associate's Degree, Electicity/HVAC, B
Metropolitan Community College 2000 — 2002
No degree, Accounting and Finance, B
Fairfax high School 1987 — 1989
Diploma, General studies, B
Anthony Viviano's TD Ameritrade Experience June 2011 - April 2014
Job User Experience Designer at Bloomberg LP
Industry Marketing and Advertising
Experience
Bloomberg LP December 2014 - Present
OpenCrowd April 2014 - November 2014
TD Ameritrade June 2011 - April 2014
Organic August 2008 - June 2011
UXnet January 2008 - 2009
Campbell-Ewald January 2008 - February 2008
Comerica October 2007 - January 2008
Johnson Controls April 2007 - October 2007
EDS August 2000 - April 2007
Thomson Tax & Accounting September 1999 - August 2000
Skills
Information Architecture, Usability Testing, Heuristic Evaluation, User Experience, Competitive Analysis, User-centered Design, Interaction Design, Wire Framing, Site Maps, Experience Design, OmniGraffle, Contextual Inquiry, Public Speaking, Group Presentations, Creative Problem Solving, Italian, User Experience Design, Mobile Interface Design, User Research, User Interface Design, Task Analysis, Strategy, Usability, Mobile Applications, Persona, Human Computer..., Wireframes, Lean UX, Lean Startup, Mobile Devices, E-commerce, Usability Engineering, Axure
Education
Rensselaer Polytechnic Institute 2006 — 2008
Graduate Certificate, Human-Computer Interaction
Lawrence Technological University 1997 — 1999
BS, Technical Communication
Clonlara High School 1988 — 1989
Bloomberg LP December 2014 - Present
OpenCrowd April 2014 - November 2014
TD Ameritrade June 2011 - April 2014
Organic August 2008 - June 2011
UXnet January 2008 - 2009
Campbell-Ewald January 2008 - February 2008
Comerica October 2007 - January 2008
Johnson Controls April 2007 - October 2007
EDS August 2000 - April 2007
Thomson Tax & Accounting September 1999 - August 2000
Skills
Information Architecture, Usability Testing, Heuristic Evaluation, User Experience, Competitive Analysis, User-centered Design, Interaction Design, Wire Framing, Site Maps, Experience Design, OmniGraffle, Contextual Inquiry, Public Speaking, Group Presentations, Creative Problem Solving, Italian, User Experience Design, Mobile Interface Design, User Research, User Interface Design, Task Analysis, Strategy, Usability, Mobile Applications, Persona, Human Computer..., Wireframes, Lean UX, Lean Startup, Mobile Devices, E-commerce, Usability Engineering, Axure
Education
Rensselaer Polytechnic Institute 2006 — 2008
Graduate Certificate, Human-Computer Interaction
Lawrence Technological University 1997 — 1999
BS, Technical Communication
Clonlara High School 1988 — 1989
Paul Dziepak Paul Dziepak's TD Ameritrade Experience June 2014 - May 2015
Job Owner at Black Oak Capital
Industry Financial Services
Experience
Black Oak Capital May 2015 - Present
TD Ameritrade June 2014 - May 2015
Merrill Lynch May 2012 - June 2014
Allstate August 2011 - May 2012
Hillside Bible Church January 2007 - August 2011
Skills
Customer Service, Public Speaking, Team Building, Sales Process, Insurance, Customer Retention, Biblical Studies, Business Ethics, Strategic Financial..., 401k, 401k Rollovers, ERISA, Retirement Plan..., Plan Conversions, Fiduciary Management, Management, Investments, Finance, Sales Management, New Business Development, Retirement, Series 7, Sales, Small Business, Leadership, Financial Planning, Investment Advisory, Microsoft Office, Strategic Planning
Education
Rochester College 2004 — 2006
Bachelors, Christian Ministry
William Tyndale College 2003 — 2004
Kettering University 2002 — 2003
Black Oak Capital May 2015 - Present
TD Ameritrade June 2014 - May 2015
Merrill Lynch May 2012 - June 2014
Allstate August 2011 - May 2012
Hillside Bible Church January 2007 - August 2011
Skills
Customer Service, Public Speaking, Team Building, Sales Process, Insurance, Customer Retention, Biblical Studies, Business Ethics, Strategic Financial..., 401k, 401k Rollovers, ERISA, Retirement Plan..., Plan Conversions, Fiduciary Management, Management, Investments, Finance, Sales Management, New Business Development, Retirement, Series 7, Sales, Small Business, Leadership, Financial Planning, Investment Advisory, Microsoft Office, Strategic Planning
Education
Rochester College 2004 — 2006
Bachelors, Christian Ministry
William Tyndale College 2003 — 2004
Kettering University 2002 — 2003
Carlos Cabán's TD Ameritrade Experience April 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade October 2013 - Present
New York Life Insurance Company April 2011 - September 2013
John Hancock Financial Network April 2007 - April 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Insurance, Mutual Funds, Wealth Accumulation, Fixed Annuities, Disability Insurance, Financial Analysis, Asset Allocation, Estate Planning, Variable Annuities, Long Term Care Insurance, Wealth Management..., Investment Advisory, IRAs, Securities, Retirement, Small Business, Long-term Care, Series 6, Financial Planners, Relationship Management, Financial Modeling, Asset Management, Finance, Financial Advisory, Financial Services, Life Insurance, Series 63, 401k Rollovers, 401k, Investment Strategies, Wealth, Roth IRA, Term Life Insurance, Series 7, Life, Universal Life, ETFs, FINRA, Investment Management, Permanent Life Insurance, Licensed Life Insurance..., Rollovers, Variable Life, 529 Plans, Retirement Savings, Series 65
Education
Lehigh University - College of Business and Economics 2002 — 2006
Finance, Finance and Marketing
TD Ameritrade April 2014 - Present
TD Ameritrade October 2013 - Present
New York Life Insurance Company April 2011 - September 2013
John Hancock Financial Network April 2007 - April 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Insurance, Mutual Funds, Wealth Accumulation, Fixed Annuities, Disability Insurance, Financial Analysis, Asset Allocation, Estate Planning, Variable Annuities, Long Term Care Insurance, Wealth Management..., Investment Advisory, IRAs, Securities, Retirement, Small Business, Long-term Care, Series 6, Financial Planners, Relationship Management, Financial Modeling, Asset Management, Finance, Financial Advisory, Financial Services, Life Insurance, Series 63, 401k Rollovers, 401k, Investment Strategies, Wealth, Roth IRA, Term Life Insurance, Series 7, Life, Universal Life, ETFs, FINRA, Investment Management, Permanent Life Insurance, Licensed Life Insurance..., Rollovers, Variable Life, 529 Plans, Retirement Savings, Series 65
Education
Lehigh University - College of Business and Economics 2002 — 2006
Finance, Finance and Marketing
John Moffitt's TD Ameritrade Experience June 2010 - August 2010
Job Assistant Vice PresidentEnergy Lending at Amegy Bank
Industry Banking
Experience
Amegy Bank January 2011 - Present
TD Ameritrade June 2010 - August 2010
Skills
Credit, Finance, Portfolio Management, Loans, Cash Flow, Analysis, Financial Accounting, Commercial Lending, Financial Analysis, Credit Analysis, Banking
Education
Louisiana State University 2006 — 2010
B.A., Finance
Bellaire
Amegy Bank January 2011 - Present
TD Ameritrade June 2010 - August 2010
Skills
Credit, Finance, Portfolio Management, Loans, Cash Flow, Analysis, Financial Accounting, Commercial Lending, Financial Analysis, Credit Analysis, Banking
Education
Louisiana State University 2006 — 2010
B.A., Finance
Bellaire
Scott Egner's TD Ameritrade Experience January 2010 - Present
Job Managed Account Solutions group at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
John Alty's TD Ameritrade Experience May 2013 - July 2014
Job Graduate Assistant for Income Tax at Louisiana State University
Industry Accounting
Experience
Louisiana State University January 2015 - Present
TD Ameritrade May 2013 - July 2014
Skills
Direct Client..., Teamwork, Competitive, Individualization, Positivity, Strategy
Education
Louisiana State University 2010 — 2015
Master's of Science, Accounting
Riverview High School
Riverview High School
Louisiana State University January 2015 - Present
TD Ameritrade May 2013 - July 2014
Skills
Direct Client..., Teamwork, Competitive, Individualization, Positivity, Strategy
Education
Louisiana State University 2010 — 2015
Master's of Science, Accounting
Riverview High School
Riverview High School
Ray Collins Jr Ray Collins Jr's TD Ameritrade Experience February 2014 - Present
Job Software Developer I at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2014 - Present
ServiceBoss, Inc. June 2009 - Present
Audible, Inc. January 2009 - February 2014
Montclair State University - CEHS Technology Services September 2013 - December 2013
TD Ameritrade June 2013 - August 2013
Aetrex Worldwide June 2006 - October 2008
Lorider Media Group June 2004 - May 2006
Skills
Audio Engineering, Audio Editing, OS X, Recording, CSS, Sound, Music Industry, Pro Tools, Sound Design, Programming, Java, JavaScript, Objective-C, HTML 5, CSS3, Android Development, iOS development, XML, Windows 7, HTML, HTML5, MySQL, PHP, iOS, Microsoft Office
Education
Montclair State University 2009 — 2014
Bachelor of Science (B.S.), Information Technology, Cum Laude, GPA - 3.5 / 4.0
Katherine Gibbs School 2008 — 2009
Associate of Arts and Sciences (AAS), Audio Engineering
TD Ameritrade February 2014 - Present
ServiceBoss, Inc. June 2009 - Present
Audible, Inc. January 2009 - February 2014
Montclair State University - CEHS Technology Services September 2013 - December 2013
TD Ameritrade June 2013 - August 2013
Aetrex Worldwide June 2006 - October 2008
Lorider Media Group June 2004 - May 2006
Skills
Audio Engineering, Audio Editing, OS X, Recording, CSS, Sound, Music Industry, Pro Tools, Sound Design, Programming, Java, JavaScript, Objective-C, HTML 5, CSS3, Android Development, iOS development, XML, Windows 7, HTML, HTML5, MySQL, PHP, iOS, Microsoft Office
Education
Montclair State University 2009 — 2014
Bachelor of Science (B.S.), Information Technology, Cum Laude, GPA - 3.5 / 4.0
Katherine Gibbs School 2008 — 2009
Associate of Arts and Sciences (AAS), Audio Engineering
Adell Cairns's TD Ameritrade Experience January 2011 - December 2011
Job Messaging Manager at Louisiana Job Connection
Industry Public Relations and Communications
Experience
Louisiana Job Connection June 2015 - Present
Arrow Electronics May 2012 - December 2014
TD Ameritrade January 2011 - December 2011
TD Ameritrade May 2010 - January 2011
TD Ameritrade April 2006 - May 2010
TD Ameritrade December 2004 - April 2006
Skills
Internal Communications, Project Management, Management, Social Media, HTML, Corporate Communications, Fundraising, Advertising, Marketing, Adobe Creative Suite, PowerPoint, Dreamweaver, Strategy, Captivate, Outlook, Microsoft Excel, Sales, Social Media Marketing, PDF, Word, Excel, Digital Photography, InDesign, Microsoft Word, Marketing Communications, Illustrator, Flash Design, Corporate Training, Keynote, Live Video Streaming, Live Event Producer, Town Hall Meetings, Content Management, Content Development, Brand Management, Project Scope..., Program Management, Leadership, Process Improvement, Strategic Planning
Education
Louisiana Tech University 1993 — 1999
B.S., Aviation Management
Louisiana Job Connection June 2015 - Present
Arrow Electronics May 2012 - December 2014
TD Ameritrade January 2011 - December 2011
TD Ameritrade May 2010 - January 2011
TD Ameritrade April 2006 - May 2010
TD Ameritrade December 2004 - April 2006
Skills
Internal Communications, Project Management, Management, Social Media, HTML, Corporate Communications, Fundraising, Advertising, Marketing, Adobe Creative Suite, PowerPoint, Dreamweaver, Strategy, Captivate, Outlook, Microsoft Excel, Sales, Social Media Marketing, PDF, Word, Excel, Digital Photography, InDesign, Microsoft Word, Marketing Communications, Illustrator, Flash Design, Corporate Training, Keynote, Live Video Streaming, Live Event Producer, Town Hall Meetings, Content Management, Content Development, Brand Management, Project Scope..., Program Management, Leadership, Process Improvement, Strategic Planning
Education
Louisiana Tech University 1993 — 1999
B.S., Aviation Management
Helder Correia Helder Correia's TD Ameritrade Experience January 2014 - Present
Job Manager, Middleware Platform Srvcs at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Td Ameritrade November 1999 - Present
Datek Online 1999 - 2003
GIBRALTAR SECURITIES January 1997 - October 1999
Skills
Equities, Options, Trading Systems, Financial Services, Process Improvement, Trading, Fixed Income, SQL, Unix, Java, Market Data, Technical Analysis, Capital Markets, Lean IT, Windows, Linux
Education
Kean University
Finance
TD Ameritrade January 2014 - Present
Td Ameritrade November 1999 - Present
Datek Online 1999 - 2003
GIBRALTAR SECURITIES January 1997 - October 1999
Skills
Equities, Options, Trading Systems, Financial Services, Process Improvement, Trading, Fixed Income, SQL, Unix, Java, Market Data, Technical Analysis, Capital Markets, Lean IT, Windows, Linux
Education
Kean University
Finance
Nitin Nagbhidkar's TD Ameritrade Experience July 2015 - Present
Job Consultant Enterprise Storage Mgmt at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2015 - Present
Infotech Enterprises IT Services Pvt Ltd ( Infotech IT ) February 2015 - June 2015
EMC August 2012 - February 2015
EMC January 2010 - July 2012
TD Ameritrade February 2010 - January 2012
EMC June 2004 - January 2010
UBS 2005 - 2005
TCS December 2001 - May 2004
Skills
Storage, Disaster Recovery, Storage Area Networks, Data Center, SAN, NAS, Security, Enterprise Software, Professional Services, EMC Storage, Enterprise Storage, Project Management, Project Delivery, Cluster, Replication, Cloud Computing IaaS, Cloud Computing, VMware Infrastructure, Cisco UCS, Infrastructure, Virtualization, Solution Architecture
Education
University of Pune 1997 — 1999
MBA, Marketing, FIRST
Nagpur University 1992 — 1997
BE, Mining, FIRST with DISTINCTION
SFS College, Nagpur 1990 — 1992
XI-XII, Mathematics and Computer Science, FIRST
Kendriya Vidyalaya 1985 — 1990
VI to X, General Studies, FIRST
TD Ameritrade July 2015 - Present
Infotech Enterprises IT Services Pvt Ltd ( Infotech IT ) February 2015 - June 2015
EMC August 2012 - February 2015
EMC January 2010 - July 2012
TD Ameritrade February 2010 - January 2012
EMC June 2004 - January 2010
UBS 2005 - 2005
TCS December 2001 - May 2004
Skills
Storage, Disaster Recovery, Storage Area Networks, Data Center, SAN, NAS, Security, Enterprise Software, Professional Services, EMC Storage, Enterprise Storage, Project Management, Project Delivery, Cluster, Replication, Cloud Computing IaaS, Cloud Computing, VMware Infrastructure, Cisco UCS, Infrastructure, Virtualization, Solution Architecture
Education
University of Pune 1997 — 1999
MBA, Marketing, FIRST
Nagpur University 1992 — 1997
BE, Mining, FIRST with DISTINCTION
SFS College, Nagpur 1990 — 1992
XI-XII, Mathematics and Computer Science, FIRST
Kendriya Vidyalaya 1985 — 1990
VI to X, General Studies, FIRST
Madhupathy Chellapilla Madhupathy Chellapilla's TD Ameritrade Experience November 2011 - May 2013
Job Sr Programmer Analyst | Java/J2EE Developer | Technology Enthusiast | Open Source Contibutor
Industry Information Technology and Services
Experience
American Express July 2013 - January 2014
TD Ameritrade November 2011 - May 2013
Union Pacific Railroad March 2011 - November 2011
Union Pacific Railroad October 2007 - February 2011
Skills
Spring, Hibernate, Web Services, Tomcat, Java, XML, JUnit, J2EE Application..., Maven, Oracle, JDBC, struts, Eclipse, SOA, JSP, JBoss Application Server, Ant, SoapUI, Weblogic, Salesforce.com, Guice, Wicket, Toad, Oracle 9i, SQL PL, Axis2, CXF, Jenkins, Selenium, Oxygen, TIBCO, Erwin, Rational Rose..., HTML, XSD, WSDL, iTKO LISA, WebSphere MQ, Agile & Waterfall..., Scrum, Test Driven Development, jQuery, IntelliJ IDEA, Test dr, Continuum, JavaScript, SOAP, JMS, Heroku, Java Enterprise Edition
Education
biju patnaik university of technology 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, A
Kendriya Vidyalaya 2000 — 2002
American Express July 2013 - January 2014
TD Ameritrade November 2011 - May 2013
Union Pacific Railroad March 2011 - November 2011
Union Pacific Railroad October 2007 - February 2011
Skills
Spring, Hibernate, Web Services, Tomcat, Java, XML, JUnit, J2EE Application..., Maven, Oracle, JDBC, struts, Eclipse, SOA, JSP, JBoss Application Server, Ant, SoapUI, Weblogic, Salesforce.com, Guice, Wicket, Toad, Oracle 9i, SQL PL, Axis2, CXF, Jenkins, Selenium, Oxygen, TIBCO, Erwin, Rational Rose..., HTML, XSD, WSDL, iTKO LISA, WebSphere MQ, Agile & Waterfall..., Scrum, Test Driven Development, jQuery, IntelliJ IDEA, Test dr, Continuum, JavaScript, SOAP, JMS, Heroku, Java Enterprise Edition
Education
biju patnaik university of technology 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, A
Kendriya Vidyalaya 2000 — 2002
James Billinger's TD Ameritrade Experience May 1998 - May 1999
Job Director of Client Engagement at VML
Industry Marketing and Advertising
Experience
VML February 2013 - Present
American Advertising Federation- Kansas City July 2012 - Present
Barkley July 2010 - February 2013
Two West February 2010 - July 2010
American Marketing Association - Kansas City Chapter July 2009 - June 2010
Capitol Creative / Capitol Federal June 2006 - June 2009
Capitol Creative / Capitol Federal October 2003 - June 2006
Capitol Creative / Capitol Federal October 2000 - October 2003
Edward Jones May 1999 - October 2000
TD Ameritrade May 1998 - May 1999
Skills
Brand Development, Advertising, Marketing Strategy, Promotions, Budgeting, Media Planning, Public Relations, Experiential Marketing, Event Planning, Digital Marketing, Digital Strategy, Integrated Marketing, Direct Mail, Marketing Communications, Email Marketing, Strategic Planning, Social Media Marketing, Direct Marketing, Copywriting, Marketing Research, Event Marketing, Interactive Marketing, B2B, SEO, Website Development, Non-profits, Account Management, Marketing Management, Digital Media, SEM, New Business Development, Product Marketing, Sponsorship, Creative Strategy
Education
Kansas State University 1994 — 1998
Bachelor of Science, Business - Marketing
VML February 2013 - Present
American Advertising Federation- Kansas City July 2012 - Present
Barkley July 2010 - February 2013
Two West February 2010 - July 2010
American Marketing Association - Kansas City Chapter July 2009 - June 2010
Capitol Creative / Capitol Federal June 2006 - June 2009
Capitol Creative / Capitol Federal October 2003 - June 2006
Capitol Creative / Capitol Federal October 2000 - October 2003
Edward Jones May 1999 - October 2000
TD Ameritrade May 1998 - May 1999
Skills
Brand Development, Advertising, Marketing Strategy, Promotions, Budgeting, Media Planning, Public Relations, Experiential Marketing, Event Planning, Digital Marketing, Digital Strategy, Integrated Marketing, Direct Mail, Marketing Communications, Email Marketing, Strategic Planning, Social Media Marketing, Direct Marketing, Copywriting, Marketing Research, Event Marketing, Interactive Marketing, B2B, SEO, Website Development, Non-profits, Account Management, Marketing Management, Digital Media, SEM, New Business Development, Product Marketing, Sponsorship, Creative Strategy
Education
Kansas State University 1994 — 1998
Bachelor of Science, Business - Marketing
Beverly Hobbs Beverly Hobbs's TD Ameritrade Experience September 2008 - March 2012
Job LPL Financial Advisor at SAC Federal Credit Union
Industry Financial Services
Experience
SAC Federal Credit Union March 2012 - Present
TD Ameritrade September 2008 - March 2012
Fidelity Investments February 2006 - February 2008
First Command Financial Services 2002 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., 401k, Wealth Management, Fixed Annuities, Investments, IRAs, Asset Allocation, Securities, Finance, Insurance, FINRA, Estate Planning, Relationship Management
Education
Western International University 1995 — 1997
Bachelor's Degree, Accounting
Kansas City Kansas Community College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
SAC Federal Credit Union March 2012 - Present
TD Ameritrade September 2008 - March 2012
Fidelity Investments February 2006 - February 2008
First Command Financial Services 2002 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., 401k, Wealth Management, Fixed Annuities, Investments, IRAs, Asset Allocation, Securities, Finance, Insurance, FINRA, Estate Planning, Relationship Management
Education
Western International University 1995 — 1997
Bachelor's Degree, Accounting
Kansas City Kansas Community College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Duaine Johnson Duaine Johnson's TD Ameritrade Experience January 2008 - May 2012
Job Senior Pastor at Purpose Church
Industry Religious Institutions
Experience
Purpose Church January 2012 - Present
Joyce Meyer Ministries 2013 - 2014
TD Ameritrade January 2008 - May 2012
Sprint Nextel March 2009 - February 2010
Skills
Public Speaking, Creative Writing, Leadership Development, Series 66, Series 7, Business Analysis, Process Improvement, Series 63, Access, Uniform Combined State..., Wealth Management, Mutual Funds, Team Leadership, Retirement Planning, Investments, Coaching, Leadership, Team Building, Fundraising, Nonprofits, Volunteer Management, Preaching, Community Outreach, Pastoring, Conflict Resolution, Sales, Teaching
Education
Liberty University 2012 — 2015
Bachelor's Degree, Religion/Religious Studies
Central High School 2000 — 2004
Purpose Church January 2012 - Present
Joyce Meyer Ministries 2013 - 2014
TD Ameritrade January 2008 - May 2012
Sprint Nextel March 2009 - February 2010
Skills
Public Speaking, Creative Writing, Leadership Development, Series 66, Series 7, Business Analysis, Process Improvement, Series 63, Access, Uniform Combined State..., Wealth Management, Mutual Funds, Team Leadership, Retirement Planning, Investments, Coaching, Leadership, Team Building, Fundraising, Nonprofits, Volunteer Management, Preaching, Community Outreach, Pastoring, Conflict Resolution, Sales, Teaching
Education
Liberty University 2012 — 2015
Bachelor's Degree, Religion/Religious Studies
Central High School 2000 — 2004
Jerica Parker Jerica Parker's TD Ameritrade Experience August 2011 - April 2012
Job Retirement Consultant
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
TD Ameritrade August 2011 - April 2012
Rockwell Collins March 2010 - November 2011
Transamerica Life Insurance Company 2005 - 2010
Hillary Clinton for President June 2006 - January 2007
The Principal Financial Group June 2005 - November 2005
US Cellular November 2001 - August 2004
MCI WorldCom August 1999 - October 2001
Skills
Strategic Financial..., Social Media, Fixed Annuities, Leadership, Series 7, Training, Microsoft Office, Finance
Education
Kirkwood Community College
TIAA-CREF April 2012 - Present
TD Ameritrade August 2011 - April 2012
Rockwell Collins March 2010 - November 2011
Transamerica Life Insurance Company 2005 - 2010
Hillary Clinton for President June 2006 - January 2007
The Principal Financial Group June 2005 - November 2005
US Cellular November 2001 - August 2004
MCI WorldCom August 1999 - October 2001
Skills
Strategic Financial..., Social Media, Fixed Annuities, Leadership, Series 7, Training, Microsoft Office, Finance
Education
Kirkwood Community College
Evelyn Bitencourt Evelyn Bitencourt's TD Ameritrade Experience August 2009 - December 2010
Job Business Analyst at Novation, Pharmacy Contracting and Analytics
Industry Financial Services
Experience
Novation May 2014 - Present
High Profile, Inc. November 2013 - May 2014
Robert Half Finance & Accounting March 2011 - July 2013
TD Ameritrade August 2009 - December 2010
FINCA International June 2007 - July 2007
VHA June 2006 - August 2006
Skills
Finance, Research, Financial Analysis, Budgets, Strategic Planning, Microsoft Office, Accounting, PowerPoint, International Relations, Economics, Portuguese, Data Analysis, Non-profits, Analysis, Access, Project Management, Technical Writing, Business Analysis, Policy, Valuation, Leadership, Auditing, Nonprofits, Qualitative Research, Microsoft Excel, Financial Modeling, Management Consulting, Market Research, Economic Development, Business Strategy, Process Improvement, Business Planning, Strategy, Financial Reporting, Program Management, Proposal Writing, Forecasting, Analytics, Business Development, Fundraising, Risk Management, International Business, Project Planning, Financial Accounting, Managerial Finance
Education
Lancaster University 2007 — 2008
Master of Science, International Business Economics
Texas A&M University 2003 — 2007
B.B.A, Finance with International Business Certificate
Crowley High School
Novation May 2014 - Present
High Profile, Inc. November 2013 - May 2014
Robert Half Finance & Accounting March 2011 - July 2013
TD Ameritrade August 2009 - December 2010
FINCA International June 2007 - July 2007
VHA June 2006 - August 2006
Skills
Finance, Research, Financial Analysis, Budgets, Strategic Planning, Microsoft Office, Accounting, PowerPoint, International Relations, Economics, Portuguese, Data Analysis, Non-profits, Analysis, Access, Project Management, Technical Writing, Business Analysis, Policy, Valuation, Leadership, Auditing, Nonprofits, Qualitative Research, Microsoft Excel, Financial Modeling, Management Consulting, Market Research, Economic Development, Business Strategy, Process Improvement, Business Planning, Strategy, Financial Reporting, Program Management, Proposal Writing, Forecasting, Analytics, Business Development, Fundraising, Risk Management, International Business, Project Planning, Financial Accounting, Managerial Finance
Education
Lancaster University 2007 — 2008
Master of Science, International Business Economics
Texas A&M University 2003 — 2007
B.B.A, Finance with International Business Certificate
Crowley High School
Clark Young, Accounting Professional's TD Ameritrade Experience April 2000 - May 2001
Job Government Administration Professional
Industry Government Administration
Experience
City of Fort Worth 2011 - 2011
Accountemps 2010 - 2011
City of Keller, Texas August 2001 - May 2010
City of Keller August 2001 - May 2010
Westaff, Inc July 2001 - August 2001
Westaff, Inc. April 2001 - May 2001
TD Ameritrade, Inc. April 2000 - May 2001
TD Ameritrade April 2000 - May 2001
Education
Louisiana Tech University 1975 — 1979
Bachelor of Science, Accounting
City of Fort Worth 2011 - 2011
Accountemps 2010 - 2011
City of Keller, Texas August 2001 - May 2010
City of Keller August 2001 - May 2010
Westaff, Inc July 2001 - August 2001
Westaff, Inc. April 2001 - May 2001
TD Ameritrade, Inc. April 2000 - May 2001
TD Ameritrade April 2000 - May 2001
Education
Louisiana Tech University 1975 — 1979
Bachelor of Science, Accounting
Dr. Janet Walker Dr. Janet Walker's TD Ameritrade Experience 1998 - 1998
Job Managing Director at Encounter Telehealth
Industry Management Consulting
Experience
Encounter Telepsychiatry July 2014 - July 2015
University of Nebraska-Lincoln 2003 - October 2010
Children's Hospital - Omaha June 2005 - April 2008
Nebraska Methodist College 2001 - March 2008
Valmont Industries 2001 - 2004
Ameritrade 2000 - 2000
Ameritrade Holding Corporation 2000 - 2000
Omnium January 1998 - January 1999
TD Ameritrade 1998 - 1998
University of Nebraska Medical Center 1992 - 1997
Skills
Talent Assessment, Talent Acquisition, Talent Development, Strategic Planning, Coaching, 360 Feedback, Organizational Diagnosis, DISC, Leadership Development, Organizational..., Succession Planning, Crucial Conversations..., Human Capital, Talent Management, Personality Assessment, Competency Assessment, Competency Based..., Organizational Talent, Personnel Selection, Executive Coaching, Team Building, Workshop Facilitation, Teamwork, Higher Education, Process Improvement, Leadership, Performance Management, Personnel Management, Training, Healthcare, Program Management, Recruiting, Public Speaking, Nonprofits, Management, Program Evaluation, Staff Development, Organizational..., Analysis, Grant Writing, Career Counseling, Adult Education, Instructional Design, Employee Benefits, Career Development, Mentoring, Executive Management, Employee Engagement, Consulting
Education
University of Nebraska-Lincoln 1988 — 1997
Ed.D., Community and Human Resources
Western Illinois University 1981 — 1982
M.S., Health Education
Kansas State University 1977 — 1981
BS, Community Health
Encounter Telepsychiatry July 2014 - July 2015
University of Nebraska-Lincoln 2003 - October 2010
Children's Hospital - Omaha June 2005 - April 2008
Nebraska Methodist College 2001 - March 2008
Valmont Industries 2001 - 2004
Ameritrade 2000 - 2000
Ameritrade Holding Corporation 2000 - 2000
Omnium January 1998 - January 1999
TD Ameritrade 1998 - 1998
University of Nebraska Medical Center 1992 - 1997
Skills
Talent Assessment, Talent Acquisition, Talent Development, Strategic Planning, Coaching, 360 Feedback, Organizational Diagnosis, DISC, Leadership Development, Organizational..., Succession Planning, Crucial Conversations..., Human Capital, Talent Management, Personality Assessment, Competency Assessment, Competency Based..., Organizational Talent, Personnel Selection, Executive Coaching, Team Building, Workshop Facilitation, Teamwork, Higher Education, Process Improvement, Leadership, Performance Management, Personnel Management, Training, Healthcare, Program Management, Recruiting, Public Speaking, Nonprofits, Management, Program Evaluation, Staff Development, Organizational..., Analysis, Grant Writing, Career Counseling, Adult Education, Instructional Design, Employee Benefits, Career Development, Mentoring, Executive Management, Employee Engagement, Consulting
Education
University of Nebraska-Lincoln 1988 — 1997
Ed.D., Community and Human Resources
Western Illinois University 1981 — 1982
M.S., Health Education
Kansas State University 1977 — 1981
BS, Community Health
Jan Koester Jan Koester's TD Ameritrade Experience 2010 - December 2011
Job Credit Manager at Gateway One Lending & Finance
Industry Financial Services
Experience
Gateway One Lending & Finance November 2011 - Present
TD Ameritrade 2010 - December 2011
Morgan Stanley Smith Barney 2008 - 2010
Capital One Auto Finance 1995 - 2007
Onyx Acceptance Corporation 1995 - 2005
Education
Lakeland College 1979 — 1983
BA, Business Administration/Economics
Gateway One Lending & Finance November 2011 - Present
TD Ameritrade 2010 - December 2011
Morgan Stanley Smith Barney 2008 - 2010
Capital One Auto Finance 1995 - 2007
Onyx Acceptance Corporation 1995 - 2005
Education
Lakeland College 1979 — 1983
BA, Business Administration/Economics
Dmitry Zinoviev's TD Ameritrade Experience June 2013 - November 2013
Job Full Professor at Suffolk University
Industry Higher Education
Experience
Suffolk University July 2014 - Present
Journal of Systemics, Cybernetics, and Informatics August 2013 - Present
Parovoz IS 1995 - Present
Excelsior College November 2012 - February 2015
Suffolk University July 2007 - May 2014
Suffolk University Center for Business Complexity & Global Leadership February 2012 - April 2014
TD Ameritrade June 2013 - November 2013
Suffolk University 2008 - March 2013
Suffolk University September 2010 - November 2012
Suffolk University January 2001 - June 2007
Skills
Programming, Technical Writing, Teaching, Systems Analysis, Mathematics, Mathematica, Web Development, Erlang, C, C++, Python, Lisp, Linux, MySQL, PHP, Computer Graphics, Computer Science, Physics, Data Analysis, Software Engineering, Operating Systems, Photography, OpenGL, Distributed Systems, Modeling, Simulation, Research, Social Network Analysis, Higher Education, Social Networking, Statistics, Java, Lecturing, Databases, University Teaching, Algorithms, HTML, Science, Software Development, LaTeX, UML, System Administration, Mathematical Modeling, Simulations, Applied Mathematics, Derivatives, Financial Modeling, Perl, Black-Scholes, Natural Language...
Education
State University of New York at Stony Brook 1995 — 1997
Ph.D, Computer Science
State University of New York at Stony Brook 1994 — 1995
MSc, Computer Science
Lomonosov Moscow State University (MSU) 1985 — 1993
Graduate Diploma, Physics
School #55 1975 — 1985
High School
Suffolk University July 2014 - Present
Journal of Systemics, Cybernetics, and Informatics August 2013 - Present
Parovoz IS 1995 - Present
Excelsior College November 2012 - February 2015
Suffolk University July 2007 - May 2014
Suffolk University Center for Business Complexity & Global Leadership February 2012 - April 2014
TD Ameritrade June 2013 - November 2013
Suffolk University 2008 - March 2013
Suffolk University September 2010 - November 2012
Suffolk University January 2001 - June 2007
Skills
Programming, Technical Writing, Teaching, Systems Analysis, Mathematics, Mathematica, Web Development, Erlang, C, C++, Python, Lisp, Linux, MySQL, PHP, Computer Graphics, Computer Science, Physics, Data Analysis, Software Engineering, Operating Systems, Photography, OpenGL, Distributed Systems, Modeling, Simulation, Research, Social Network Analysis, Higher Education, Social Networking, Statistics, Java, Lecturing, Databases, University Teaching, Algorithms, HTML, Science, Software Development, LaTeX, UML, System Administration, Mathematical Modeling, Simulations, Applied Mathematics, Derivatives, Financial Modeling, Perl, Black-Scholes, Natural Language...
Education
State University of New York at Stony Brook 1995 — 1997
Ph.D, Computer Science
State University of New York at Stony Brook 1994 — 1995
MSc, Computer Science
Lomonosov Moscow State University (MSU) 1985 — 1993
Graduate Diploma, Physics
School #55 1975 — 1985
High School
Bill Schmitt's TD Ameritrade Experience September 2006 - November 2013
Job Mobile Technology Specialist for The Boston Consulting Group
Industry Information Technology and Services
Experience
The Boston Consulting Group November 2013 - Present
TD Ameritrade September 2006 - November 2013
Energy Center Manhattan Pool April 2003 - August 2006
Ultra Modern Pool & Patio April 2000 - August 2001
Skills
Customer Service, Financial Services, Analysis, Microsoft Office, Data Analysis, SharePoint, Salesforce.com, Retail, Outlook, Process Improvement, Team Building, Employee Relations, Active Directory, Microsoft Exchange, Mobile Device Management, Bomgar, Knowledge Management, Mobile Technology, AirWatch, Blackberry Enterprise..., iPhone, Blackberry, Android, Windows & Mac operating..., Lync, Client Services, Customer Relations, Telephone Skills, PeopleSoft, Problem Solving, Customer Satisfaction, Team Management, Team Leadership, Troubleshooting, Product Development, 401k, Shockwave, Windows Media, Quicktime, Java, Adobe Software, SharePoint Designer, Social Media, Technical Training, Lean IT
Education
Kansas State University 2001 — 2006
Bachelor of Science, Business Administration; Financial Management
The Boston Consulting Group November 2013 - Present
TD Ameritrade September 2006 - November 2013
Energy Center Manhattan Pool April 2003 - August 2006
Ultra Modern Pool & Patio April 2000 - August 2001
Skills
Customer Service, Financial Services, Analysis, Microsoft Office, Data Analysis, SharePoint, Salesforce.com, Retail, Outlook, Process Improvement, Team Building, Employee Relations, Active Directory, Microsoft Exchange, Mobile Device Management, Bomgar, Knowledge Management, Mobile Technology, AirWatch, Blackberry Enterprise..., iPhone, Blackberry, Android, Windows & Mac operating..., Lync, Client Services, Customer Relations, Telephone Skills, PeopleSoft, Problem Solving, Customer Satisfaction, Team Management, Team Leadership, Troubleshooting, Product Development, 401k, Shockwave, Windows Media, Quicktime, Java, Adobe Software, SharePoint Designer, Social Media, Technical Training, Lean IT
Education
Kansas State University 2001 — 2006
Bachelor of Science, Business Administration; Financial Management
Shane Ellingson's TD Ameritrade Experience July 2013 - Present
Job Broker
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
Family Heritage January 2013 - July 2013
Olympian Labs December 2011 - June 2012
The Southwestern Company September 2008 - August 2009
The Southwestern Company February 2008 - August 2008
Skills
Account Management, Sales Management, Sales, New Business Development, Strategic Planning, Negotiation, Customer Service, Selling, Team Building, Leadership
Education
Liberty University 2009 — 2013
Associate's degree, Religion/Religious Studies
Spring Arbor University 2006 — 2007
Riverside Poly
TD Ameritrade July 2013 - Present
Family Heritage January 2013 - July 2013
Olympian Labs December 2011 - June 2012
The Southwestern Company September 2008 - August 2009
The Southwestern Company February 2008 - August 2008
Skills
Account Management, Sales Management, Sales, New Business Development, Strategic Planning, Negotiation, Customer Service, Selling, Team Building, Leadership
Education
Liberty University 2009 — 2013
Associate's degree, Religion/Religious Studies
Spring Arbor University 2006 — 2007
Riverside Poly
John Pocceschi, CIMA John Pocceschi, CIMA's TD Ameritrade Experience October 2006 - September 2009
Job Director, Municipal Specialist at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
TD Ameritrade October 2006 - September 2009
Merrill Lynch 1986 - 2006
Skills
Series 7, Fixed Income, Wealth Management, Series 63, Mutual Funds, Alternative Investments, Series 24, Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Securities, Financial Services, Investment Strategies
Education
King's College 1978 — 1981
BS, Business Administration
UBS June 2010 - Present
TD Ameritrade October 2006 - September 2009
Merrill Lynch 1986 - 2006
Skills
Series 7, Fixed Income, Wealth Management, Series 63, Mutual Funds, Alternative Investments, Series 24, Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Securities, Financial Services, Investment Strategies
Education
King's College 1978 — 1981
BS, Business Administration
Peter Prevot, CPA, CIA's TD Ameritrade Experience May 2004 - August 2004
Job Senior Accountant, Tulane University, Dept. of Psychiatry + Behavioral Sciences
Industry Higher Education
Experience
Tulane University April 2012 - Present
Ralph Brennan Restaurant Group January 2011 - February 2012
Ernst & Young September 2009 - January 2011
Future System Advisors March 2005 - December 2007
Turner Industries September 2004 - February 2005
TD Ameritrade May 2004 - August 2004
Skills
Management Accounting, Forensic Accounting, Auditing, Internal Audit, Internal Controls, Tax Accounting, Financial Accounting, Fraud Investigations, Financial System..., Tax Preparation, Business Valuation, Estate Tax Planning, Sales Tax, Accounting, Payroll, CPA, Payroll Processing, US GAAP
Education
Louisiana State University 2007 — 2009
Master's, Accounting, 3.6 GPA
Louisiana State University 2000 — 2004
B.S., Finance, 3.5 GPA
NCURA Conference
Tulane University April 2012 - Present
Ralph Brennan Restaurant Group January 2011 - February 2012
Ernst & Young September 2009 - January 2011
Future System Advisors March 2005 - December 2007
Turner Industries September 2004 - February 2005
TD Ameritrade May 2004 - August 2004
Skills
Management Accounting, Forensic Accounting, Auditing, Internal Audit, Internal Controls, Tax Accounting, Financial Accounting, Fraud Investigations, Financial System..., Tax Preparation, Business Valuation, Estate Tax Planning, Sales Tax, Accounting, Payroll, CPA, Payroll Processing, US GAAP
Education
Louisiana State University 2007 — 2009
Master's, Accounting, 3.6 GPA
Louisiana State University 2000 — 2004
B.S., Finance, 3.5 GPA
NCURA Conference
Jean Victor Jean Victor's TD Ameritrade Experience August 1998 - May 2007
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2011 - Present
Charles Schwab October 2007 - August 2011
TD Ameritrade August 1998 - May 2007
Andrew Garrett, Inc. June 1997 - August 1998
Skills
Options, Risk Management, Relationship Management, Institutional Clients, Margin, Cross Selling
Education
Kean University 1992 — 1997
BS, Accounting
Scottrade December 2011 - Present
Charles Schwab October 2007 - August 2011
TD Ameritrade August 1998 - May 2007
Andrew Garrett, Inc. June 1997 - August 1998
Skills
Options, Risk Management, Relationship Management, Institutional Clients, Margin, Cross Selling
Education
Kean University 1992 — 1997
BS, Accounting
Marcus Shorney's TD Ameritrade Experience September 2014 - Present
Job Systems Administrator at MECA
Industry Computer Software
Experience
TD Ameritrade September 2014 - Present
Metropolitan Entertainment & Convention Authority (MECA) May 2013 - September 2014
Nebraska Orthopaedic Hospital June 2009 - May 2013
Game Plan Technologies December 2004 - June 2009
Bureau of Land Management May 2007 - August 2007
US Army Corps of Engineers October 2006 - May 2007
Strategic Air & Space Museum 2001 - 2006
ADM Milling Division March 2003 - November 2004
University of Nebraska-Lincoln School of Natural Resources March 2002 - December 2002
University of Nebraska-Lincoln March 1996 - December 2001
Skills
Servers, Software Lifecycle, Windows Vista, Customer Service, Microsoft SQL Server, Windows Server, EHR, Testing, Software Development, Hardware, Networking, Team Building, HIPAA, VMware, Management, Troubleshooting, Security, DNS, Disaster Recovery
Education
University of Nebraska at Omaha 2006 — 2009
Masters, Geographic Information Systems
University of Nebraska at Omaha 2006 — 2007
Grad Certificate, Geographic Information Systems
Longview Community College 2002 — 2004
Associates, Network Management
University of Nebraska-Lincoln 2000 — 2002
Masters (not completed), Education
University of Nebraska-Lincoln 1994 — 1999
B.S., Psychology
TD Ameritrade September 2014 - Present
Metropolitan Entertainment & Convention Authority (MECA) May 2013 - September 2014
Nebraska Orthopaedic Hospital June 2009 - May 2013
Game Plan Technologies December 2004 - June 2009
Bureau of Land Management May 2007 - August 2007
US Army Corps of Engineers October 2006 - May 2007
Strategic Air & Space Museum 2001 - 2006
ADM Milling Division March 2003 - November 2004
University of Nebraska-Lincoln School of Natural Resources March 2002 - December 2002
University of Nebraska-Lincoln March 1996 - December 2001
Skills
Servers, Software Lifecycle, Windows Vista, Customer Service, Microsoft SQL Server, Windows Server, EHR, Testing, Software Development, Hardware, Networking, Team Building, HIPAA, VMware, Management, Troubleshooting, Security, DNS, Disaster Recovery
Education
University of Nebraska at Omaha 2006 — 2009
Masters, Geographic Information Systems
University of Nebraska at Omaha 2006 — 2007
Grad Certificate, Geographic Information Systems
Longview Community College 2002 — 2004
Associates, Network Management
University of Nebraska-Lincoln 2000 — 2002
Masters (not completed), Education
University of Nebraska-Lincoln 1994 — 1999
B.S., Psychology
Guillermo S's TD Ameritrade Experience October 2013 - April 2014
Job Investment Specialist
Industry Financial Services
Experience
TradeStation September 2014 - Present
PEAK6 Investments April 2014 - September 2014
TD Ameritrade October 2013 - April 2014
Optco Capital Management November 2012 - October 2013
Fry's Electronics June 2009 - November 2012
Skills
Electronic Trading, Equity Trading, Futures Trading, Options Strategies, Sales Management, Operations Management, IT Management, Computer Hardware, Computer Repair, Microsoft Office, Risk Management, Apple Certified, Client Relations Skills, Technical Analysis, Derivatives, Hedge Funds, FX Options, Options, Trading, FX trading, Currency, Portfolio Management, Financial Markets, Trading Systems, Commodity, Hedging, Securities, Trading Strategies, Asset Allocation, Series 7, Investments, Stocks, Asset Management, Bloomberg, Proprietary Trading, Alternative Investments, Bonds, Investment Management, Investment Strategies, Stock Trading, Fundamental Analysis, Equities, Fixed Income, Equity Derivatives, Traders, Equity Research, Foreign Exchange, Stock Market, Capital Markets, Commodity Markets
Education
Kaplan University 2014 — 2014
Series 7,63 Training and Registration
Joliet Junior College 2008 — 2010
Associate’s In Finance
Romeoville High School 2004 — 2008
High School Diploma, Information Technology
TradeStation September 2014 - Present
PEAK6 Investments April 2014 - September 2014
TD Ameritrade October 2013 - April 2014
Optco Capital Management November 2012 - October 2013
Fry's Electronics June 2009 - November 2012
Skills
Electronic Trading, Equity Trading, Futures Trading, Options Strategies, Sales Management, Operations Management, IT Management, Computer Hardware, Computer Repair, Microsoft Office, Risk Management, Apple Certified, Client Relations Skills, Technical Analysis, Derivatives, Hedge Funds, FX Options, Options, Trading, FX trading, Currency, Portfolio Management, Financial Markets, Trading Systems, Commodity, Hedging, Securities, Trading Strategies, Asset Allocation, Series 7, Investments, Stocks, Asset Management, Bloomberg, Proprietary Trading, Alternative Investments, Bonds, Investment Management, Investment Strategies, Stock Trading, Fundamental Analysis, Equities, Fixed Income, Equity Derivatives, Traders, Equity Research, Foreign Exchange, Stock Market, Capital Markets, Commodity Markets
Education
Kaplan University 2014 — 2014
Series 7,63 Training and Registration
Joliet Junior College 2008 — 2010
Associate’s In Finance
Romeoville High School 2004 — 2008
High School Diploma, Information Technology
James Zook James Zook's TD Ameritrade Experience 2007 - 2011
Job Manager of Customer Support at Election Systems & Software
Industry Information Technology and Services
Experience
Election Systems & Software June 2015 - Present
TD Ameritrade 2007 - 2011
TD Ameritrade 2007 - 2011
Skills
Project Management, Management, Process Improvement, Troubleshooting, Customer Service
Education
Kaplan University-Lincoln Campus 2003 — 2007
Bachelor's degree, Management Information Systems, General
Election Systems & Software June 2015 - Present
TD Ameritrade 2007 - 2011
TD Ameritrade 2007 - 2011
Skills
Project Management, Management, Process Improvement, Troubleshooting, Customer Service
Education
Kaplan University-Lincoln Campus 2003 — 2007
Bachelor's degree, Management Information Systems, General
Jerry `Hicks Jerry `Hicks's TD Ameritrade Experience March 2015 - Present
Job Td ameritrade
Industry Investment Banking
Experience
TD Ameritrade March 2015 - Present
Sigma Electronics, Inc November 2013 - January 2015
IN-Fabrications January 2010 - September 2013
Green & White Automotive June 2009 - January 2010
Skills
Cisco Technologies, Network Design, Router Configuration, Routing Protocols, TCP/IP, OSPF protocol, Information Technology, Microsoft Office, Microsoft Excel, PowerPoint, Technical Writing, PLC Allen Bradley, PLC Programming, Web Design, Digital Circuit Design, Microprocessors, Blueprint Reading, Engineering, Computer Hardware, Leadership, Team Building, Microsoft Word, Strategic Planning, Management, Budgets, Manufacturing, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Associate of Science (A.S.), Electrical and Electronics Engineering
TD Ameritrade March 2015 - Present
Sigma Electronics, Inc November 2013 - January 2015
IN-Fabrications January 2010 - September 2013
Green & White Automotive June 2009 - January 2010
Skills
Cisco Technologies, Network Design, Router Configuration, Routing Protocols, TCP/IP, OSPF protocol, Information Technology, Microsoft Office, Microsoft Excel, PowerPoint, Technical Writing, PLC Allen Bradley, PLC Programming, Web Design, Digital Circuit Design, Microprocessors, Blueprint Reading, Engineering, Computer Hardware, Leadership, Team Building, Microsoft Word, Strategic Planning, Management, Budgets, Manufacturing, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Associate of Science (A.S.), Electrical and Electronics Engineering
Grant Gentry's TD Ameritrade Experience October 2009 - Present
Job Registered options principal at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2009 - Present
Skills
Management, Microsoft Office, Leadership, Risk Management, Investments, Sales, Financial Analysis, Business Analysis, Finance, Equities, Options
Education
Louisiana Tech University 2004 — 2007
Bachelor of Science (BS), Finance, General
TD Ameritrade October 2009 - Present
Skills
Management, Microsoft Office, Leadership, Risk Management, Investments, Sales, Financial Analysis, Business Analysis, Finance, Equities, Options
Education
Louisiana Tech University 2004 — 2007
Bachelor of Science (BS), Finance, General
Tyler Nieland's TD Ameritrade Experience September 2012 - November 2012
Job Career Consultant at Medical Solutions
Industry Health, Wellness and Fitness
Experience
Medical Solutions July 2015 - Present
Going Vertical Sports Performance September 2012 - September 2015
Boys Town National Research Hospital November 2012 - November 2013
TD Ameritrade September 2012 - November 2012
Shadow Ridge Country Club March 2007 - September 2008
Skills
Kinesiology, Nutrition, Fitness, Team Leadership, Anthropometry, Fitness Training, Customer Service, Data Analysis, Sports Performance..., Holistic Health, Training, Athletics, Sports, Wellness, Leadership, Coaching, Healthcare
Education
University of Iowa 2007 — 2012
BA, Health & Sports Studies
Kirkwood Community College 2009 — 2011
Studied Spanish, Spanish
Medical Solutions July 2015 - Present
Going Vertical Sports Performance September 2012 - September 2015
Boys Town National Research Hospital November 2012 - November 2013
TD Ameritrade September 2012 - November 2012
Shadow Ridge Country Club March 2007 - September 2008
Skills
Kinesiology, Nutrition, Fitness, Team Leadership, Anthropometry, Fitness Training, Customer Service, Data Analysis, Sports Performance..., Holistic Health, Training, Athletics, Sports, Wellness, Leadership, Coaching, Healthcare
Education
University of Iowa 2007 — 2012
BA, Health & Sports Studies
Kirkwood Community College 2009 — 2011
Studied Spanish, Spanish
Jonathan Spector, CFP® Jonathan Spector, CFP®'s TD Ameritrade Experience April 2009 - April 2013
Job Associate Advisor at Personal Financial Consultants
Industry Financial Services
Experience
Personal Financial Consultants December 2014 - Present
WrapManager, Inc April 2013 - November 2014
TD Ameritrade April 2009 - April 2013
AXA Advisors April 2008 - April 2009
United States Senate September 2004 - December 2004
Skills
Finance, Business Development, Investments, Series 7, Insurance, Strategic Financial..., Mutual Funds, Series 63, Banking, Financial Analysis, Financial Planners, Securities, Asset Managment, Risk Management, Financial Services, Asset Management, Wealth Management, Wealth, PowerPoint, Retirement
Education
University of Southern Maine 2000 — 2004
Political Science
Lawrence University
Personal Financial Consultants December 2014 - Present
WrapManager, Inc April 2013 - November 2014
TD Ameritrade April 2009 - April 2013
AXA Advisors April 2008 - April 2009
United States Senate September 2004 - December 2004
Skills
Finance, Business Development, Investments, Series 7, Insurance, Strategic Financial..., Mutual Funds, Series 63, Banking, Financial Analysis, Financial Planners, Securities, Asset Managment, Risk Management, Financial Services, Asset Management, Wealth Management, Wealth, PowerPoint, Retirement
Education
University of Southern Maine 2000 — 2004
Political Science
Lawrence University
Sam Stull, MBA Sam Stull, MBA's TD Ameritrade Experience September 2008 - July 2013
Job Regional Sales Representative
Industry Computer Software
Experience
QuestCDN May 2015 - Present
SiteMinder November 2014 - April 2015
JPMorgan Chase & Co. July 2013 - August 2014
TD Ameritrade September 2008 - July 2013
Fidelity Investments January 2004 - September 2008
Skills
Strategy, Project Management, Due Diligence, Negotiation, Team Building, Business Development, Leadership, Sales, New Business Development, Salesforce.com, Direct Sales, Sales Process, SaaS, CRM, Account Management, Solution Selling, Management
Education
LeTourneau University 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
LeTourneau University 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
QuestCDN May 2015 - Present
SiteMinder November 2014 - April 2015
JPMorgan Chase & Co. July 2013 - August 2014
TD Ameritrade September 2008 - July 2013
Fidelity Investments January 2004 - September 2008
Skills
Strategy, Project Management, Due Diligence, Negotiation, Team Building, Business Development, Leadership, Sales, New Business Development, Salesforce.com, Direct Sales, Sales Process, SaaS, CRM, Account Management, Solution Selling, Management
Education
LeTourneau University 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
LeTourneau University 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Chad Tempest's TD Ameritrade Experience May 2007 - July 2007
Job Creative Director at Univision Communications Inc.
Industry Design
Experience
Univision Communications Inc. August 2013 - Present
Consultant May 1999 - Present
Dun and Bradstreet March 2011 - August 2013
AOL July 2007 - March 2011
TD Ameritrade May 2007 - July 2007
Flightpath March 2005 - May 2007
Clockwork Design Group, Inc. July 2000 - March 2005
Keenan-Nagle Advertising March 2000 - May 2000
Skills
User Experience, Web Design, Usability, Creative Direction, Information Architecture, User-centered Design, Experience Design, Interaction Design, Graphic Design, Visual Design, User Interface Design, Usability Testing, Wireframes, CSS, Mobile Design, Art Direction, Adobe Creative Suite, Mobile Devices, Logo Design, Information Design, Mobile Applications, Photoshop, JavaScript, HTML 5, Illustrator, InDesign, Typography, Axure, PowerPoint, HTML, Rapid Prototyping, Xcode, Mobile, PHP, Wordpress, Prototyping, Data Visualization, Design Management, Mobile Application..., HTML5, XML, iOS, Interactive Creative..., Persona Creation, Design Principles, Web Typography, Design Leadership, User Interaction, OmniGraffle, Github
Education
Kutztown University of Pennsylvania 1997 — 2000
BFA
Univision Communications Inc. August 2013 - Present
Consultant May 1999 - Present
Dun and Bradstreet March 2011 - August 2013
AOL July 2007 - March 2011
TD Ameritrade May 2007 - July 2007
Flightpath March 2005 - May 2007
Clockwork Design Group, Inc. July 2000 - March 2005
Keenan-Nagle Advertising March 2000 - May 2000
Skills
User Experience, Web Design, Usability, Creative Direction, Information Architecture, User-centered Design, Experience Design, Interaction Design, Graphic Design, Visual Design, User Interface Design, Usability Testing, Wireframes, CSS, Mobile Design, Art Direction, Adobe Creative Suite, Mobile Devices, Logo Design, Information Design, Mobile Applications, Photoshop, JavaScript, HTML 5, Illustrator, InDesign, Typography, Axure, PowerPoint, HTML, Rapid Prototyping, Xcode, Mobile, PHP, Wordpress, Prototyping, Data Visualization, Design Management, Mobile Application..., HTML5, XML, iOS, Interactive Creative..., Persona Creation, Design Principles, Web Typography, Design Leadership, User Interaction, OmniGraffle, Github
Education
Kutztown University of Pennsylvania 1997 — 2000
BFA
Deepak Yinti Deepak Yinti's TD Ameritrade Experience November 2010 - April 2011
Job Sr Solution Architect
Industry Financial Services
Experience
Asset Management LOIM Geneva First Private Bank March 2014 - April 2015
JPMorgan Chase November 2013 - March 2014
Citi April 2011 - October 2013
TD Ameritrade November 2010 - April 2011
GE Treasury December 2008 - June 2009
Conde Nast June 2008 - December 2008
Infosys December 2007 - June 2008
Legg Mason June 2006 - December 2007
Morgan Stanley 2004 - 2005
Skills
SDLC, Business Analysis, PL/SQL, Fixed Income, Requirements Analysis, Java Enterprise Edition, Derivatives, Agile Methodologies, Oracle, Solution Architecture, Software Development, Java, SOA, SQL, XML, Portfolio Management, Capital Markets, Systems Analysis, Databases, Unix, Microsoft SQL Server, Enterprise Architecture, Integration, MySQL, Core Java, Perl
Education
South Gujarat University 1991 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Asset Management LOIM Geneva First Private Bank March 2014 - April 2015
JPMorgan Chase November 2013 - March 2014
Citi April 2011 - October 2013
TD Ameritrade November 2010 - April 2011
GE Treasury December 2008 - June 2009
Conde Nast June 2008 - December 2008
Infosys December 2007 - June 2008
Legg Mason June 2006 - December 2007
Morgan Stanley 2004 - 2005
Skills
SDLC, Business Analysis, PL/SQL, Fixed Income, Requirements Analysis, Java Enterprise Edition, Derivatives, Agile Methodologies, Oracle, Solution Architecture, Software Development, Java, SOA, SQL, XML, Portfolio Management, Capital Markets, Systems Analysis, Databases, Unix, Microsoft SQL Server, Enterprise Architecture, Integration, MySQL, Core Java, Perl
Education
South Gujarat University 1991 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Zachary Wells's TD Ameritrade Experience May 2011 - August 2011
Job Senior Credit Analyst at Happy State Bank
Industry Financial Services
Experience
Happy State Bank & Trust Co. May 2014 - Present
Capital One July 2012 - December 2013
Wells' Trapping March 2011 - July 2012
TD Ameritrade May 2011 - August 2011
Louisiana Department of Transportation December 2010 - May 2011
Skills
Microsoft Excel, Financial Modeling, Investments, Valuation, Financial Analysis, Finance, Strategic Financial..., Risk Management, Credit Analysis, Accounting, Internal Controls, Access, Sarbanes-Oxley Act, Auditing, Financial Planning, Microsoft Office
Education
Louisiana State University 2008 — 2012
Bachelors of Science, Finance
Happy State Bank & Trust Co. May 2014 - Present
Capital One July 2012 - December 2013
Wells' Trapping March 2011 - July 2012
TD Ameritrade May 2011 - August 2011
Louisiana Department of Transportation December 2010 - May 2011
Skills
Microsoft Excel, Financial Modeling, Investments, Valuation, Financial Analysis, Finance, Strategic Financial..., Risk Management, Credit Analysis, Accounting, Internal Controls, Access, Sarbanes-Oxley Act, Auditing, Financial Planning, Microsoft Office
Education
Louisiana State University 2008 — 2012
Bachelors of Science, Finance
Patrick Mangini Patrick Mangini's TD Ameritrade Experience January 1999 - April 2006
Job Service Team Manager, V.P. at Citigroup Global Market
Industry Financial Services
Experience
Citigroup Global Market December 2013 - Present
Pershing December 2007 - November 2013
Anzalone LLC April 2006 - November 2007
TD Ameritrade January 1999 - April 2006
Skills
Process Improvement, Risk Management, SDLC, Associate Engagement, Training, Business Analysis, Vendor Management, Visio, Banking, Change Management, Relationship Management, Management, Portfolio Management, Wealth Management
Education
Kingsborough Community College 1986 — 1988
Accounting and Business Adminstration
Citigroup Global Market December 2013 - Present
Pershing December 2007 - November 2013
Anzalone LLC April 2006 - November 2007
TD Ameritrade January 1999 - April 2006
Skills
Process Improvement, Risk Management, SDLC, Associate Engagement, Training, Business Analysis, Vendor Management, Visio, Banking, Change Management, Relationship Management, Management, Portfolio Management, Wealth Management
Education
Kingsborough Community College 1986 — 1988
Accounting and Business Adminstration
Wesley McDonald's TD Ameritrade Experience August 1999 - August 2000
Job Professional Educator, Entrepreneur, Photographer
Industry Primary/Secondary Education
Experience
Various North Texas Public Schools 2006 to Present August 2006 - Present
"Love Your Pictures" Photography of North Texas 2006 - Present
Texas Toyota, Grubbs Automotive Group, Citi and Chrysler Financial, Americredit, Cardinal Health June 2001 - December 2006
Citi January 2006 - August 2006
Circle K January 2005 - February 2006
Memorial Baptist Church July 2002 - June 2003
Southwestern Baptist Theological Seminary August 2001 - December 2001
Fort Worth ISD August 2000 - June 2001
TD Ameritrade August 1999 - August 2000
Skills
Public Speaking, Retail Sales, Teaching: K-5..., Supervisory Skills, Curriculum Design, Employee Training, Public Relations, Portrait Photography, Commercial Photography, Reading Intervention, Gifted Education, Autism Spectrum..., Marketing Management, 6th-8th English &..., 6th Grade Social Studies, Science & Math Inclusion, District Based..., ESL, Student Council, PTA, Special Education, STAAR Remediation, Professional Learning..., Thinking Maps, Guided Reading, Behavior Modification, Social Studies, Language Arts, Differentiated..., Disc Jockey, Educational Technology, Business-to-Business..., Billing Mediation
Education
Louisiana Tech University
Bachelor's Degree, Social Sciences
Airline High School
High School
Bossier High School
Greenacres Middle School
Various North Texas Public Schools 2006 to Present August 2006 - Present
"Love Your Pictures" Photography of North Texas 2006 - Present
Texas Toyota, Grubbs Automotive Group, Citi and Chrysler Financial, Americredit, Cardinal Health June 2001 - December 2006
Citi January 2006 - August 2006
Circle K January 2005 - February 2006
Memorial Baptist Church July 2002 - June 2003
Southwestern Baptist Theological Seminary August 2001 - December 2001
Fort Worth ISD August 2000 - June 2001
TD Ameritrade August 1999 - August 2000
Skills
Public Speaking, Retail Sales, Teaching: K-5..., Supervisory Skills, Curriculum Design, Employee Training, Public Relations, Portrait Photography, Commercial Photography, Reading Intervention, Gifted Education, Autism Spectrum..., Marketing Management, 6th-8th English &..., 6th Grade Social Studies, Science & Math Inclusion, District Based..., ESL, Student Council, PTA, Special Education, STAAR Remediation, Professional Learning..., Thinking Maps, Guided Reading, Behavior Modification, Social Studies, Language Arts, Differentiated..., Disc Jockey, Educational Technology, Business-to-Business..., Billing Mediation
Education
Louisiana Tech University
Bachelor's Degree, Social Sciences
Airline High School
High School
Bossier High School
Greenacres Middle School
Sarah Stonebarger Sarah Stonebarger's TD Ameritrade Experience January 2013 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
Century 21 luetkenhaus October 2011 - July 2012
Missouri Business Forms and Missouri Color Graphics April 2009 - October 2010
Bonneville International 2007 - 2009
Clear Channel Radio May 2005 - May 2006
Skills
Event Planning, Social Media Marketing, Radio Promotions, Public Relations, Media Relations, Sports Marketing, Financial Services, Real Estate Marketing, Microsoft Office, Guerrilla Marketing, Customer Support, Advertising, Email Marketing, Broadcast
Education
Lindenwood University 2003 — 2007
Bachelor of Arts (BA), Mass Communications
TD Ameritrade January 2013 - Present
Century 21 luetkenhaus October 2011 - July 2012
Missouri Business Forms and Missouri Color Graphics April 2009 - October 2010
Bonneville International 2007 - 2009
Clear Channel Radio May 2005 - May 2006
Skills
Event Planning, Social Media Marketing, Radio Promotions, Public Relations, Media Relations, Sports Marketing, Financial Services, Real Estate Marketing, Microsoft Office, Guerrilla Marketing, Customer Support, Advertising, Email Marketing, Broadcast
Education
Lindenwood University 2003 — 2007
Bachelor of Arts (BA), Mass Communications
Joshua M. Eisenberg, CFP Joshua M. Eisenberg, CFP's TD Ameritrade Experience April 2006 - June 2009
Job Financial Advisor Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2009 - Present
Advance Global Coaching January 2012 - Present
TD Ameritrade April 2006 - June 2009
Crown Financial Ministries March 2007 - March 2008
Briarpath Investments LLC January 2006 - February 2008
Skills
Public Speaking, Management, Finance, Leadership, Customer Service, Financial Planning, Investments, Team Building, Strategic Planning, Microsoft Office, Sales
Education
Lee University 1999 — 2003
B.A., Intercultural Studies
Northwestern Mutual August 2009 - Present
Advance Global Coaching January 2012 - Present
TD Ameritrade April 2006 - June 2009
Crown Financial Ministries March 2007 - March 2008
Briarpath Investments LLC January 2006 - February 2008
Skills
Public Speaking, Management, Finance, Leadership, Customer Service, Financial Planning, Investments, Team Building, Strategic Planning, Microsoft Office, Sales
Education
Lee University 1999 — 2003
B.A., Intercultural Studies
David Broderick David Broderick's TD Ameritrade Experience September 2011 - March 2012
Job Financial Advisor, Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Kyle Breuninger Kyle Breuninger's TD Ameritrade Experience January 2011 - Present
Job Advanced Trading Specialist at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade January 2011 - Present
President's Choice Financial May 2009 - January 2011
Skills
Securities, Portfolio Management, Financial Risk, Trading, Risk Management, Mortgage Lending, Financial Services, Wealth Management, Banking, Credit, Customer Service, Mutual Funds
Education
King's University College 2005 — 2009
Bachelor of Management & Organizational Studies w/ Honours Specialization in Human Resources, Human Resources, Management, Finance
TD Ameritrade January 2011 - Present
President's Choice Financial May 2009 - January 2011
Skills
Securities, Portfolio Management, Financial Risk, Trading, Risk Management, Mortgage Lending, Financial Services, Wealth Management, Banking, Credit, Customer Service, Mutual Funds
Education
King's University College 2005 — 2009
Bachelor of Management & Organizational Studies w/ Honours Specialization in Human Resources, Human Resources, Management, Finance
Kimberly Simon Kimberly Simon's TD Ameritrade Experience May 2011 - July 2011
Job Executive Assistant at Siemens Healthcare
Industry Financial Services
Experience
Siemens Healthcare October 2013 - Present
Parents for Educational Freedom in North Carolina January 2013 - October 2013
ABInBev September 2011 - July 2012
TD Ameritrade May 2011 - July 2011
Barclays Wealth Americas September 2008 - May 2011
Lehman Brothers Inc March 2006 - September 2008
American Lung Association March 2002 - March 2006
American Lung Association March 2002 - March 2006
American Lung Association January 2001 - March 2002
Skills
Fundraising, Travel Arrangements, Spreadsheets, PowerPoint, Office Management, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Research, Philanthropy, Social Networking, Time Management, Meeting Planning, File Management, Event Planning, Management, Microsoft Excel, Leadership, Administration, Nonprofits
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree, Human Resources Management
Metropolitan College of New York 2005 — 2007
Bachelor's, Business Administration
Siemens Healthcare October 2013 - Present
Parents for Educational Freedom in North Carolina January 2013 - October 2013
ABInBev September 2011 - July 2012
TD Ameritrade May 2011 - July 2011
Barclays Wealth Americas September 2008 - May 2011
Lehman Brothers Inc March 2006 - September 2008
American Lung Association March 2002 - March 2006
American Lung Association March 2002 - March 2006
American Lung Association January 2001 - March 2002
Skills
Fundraising, Travel Arrangements, Spreadsheets, PowerPoint, Office Management, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Research, Philanthropy, Social Networking, Time Management, Meeting Planning, File Management, Event Planning, Management, Microsoft Excel, Leadership, Administration, Nonprofits
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree, Human Resources Management
Metropolitan College of New York 2005 — 2007
Bachelor's, Business Administration
Carolina Pedreros's TD Ameritrade Experience June 2012 - August 2012
Job Expense Report Auditor at Leidos
Industry International Trade and Development
Experience
Nabors Industries November 2014 - Present
Leidos September 2013 - November 2014
Louisiana State University August 2011 - May 2013
TD Ameritrade June 2012 - August 2012
Marriott International June 2010 - June 2010
Skills
Mac OS X, Windows, TeamMate, Microsoft Office, Social Skills, Organization, Internal Audit, Auditing, Access, Customer Service, Teamwork, Management, Bloomberg Terminal, Close Attention to..., Time Management, Spanish, Risk Management, PowerPoint
Education
Louisiana State University 2009 — 2013
Bachelor's degree, International Trade and Finance, 3.31/4
Nabors Industries November 2014 - Present
Leidos September 2013 - November 2014
Louisiana State University August 2011 - May 2013
TD Ameritrade June 2012 - August 2012
Marriott International June 2010 - June 2010
Skills
Mac OS X, Windows, TeamMate, Microsoft Office, Social Skills, Organization, Internal Audit, Auditing, Access, Customer Service, Teamwork, Management, Bloomberg Terminal, Close Attention to..., Time Management, Spanish, Risk Management, PowerPoint
Education
Louisiana State University 2009 — 2013
Bachelor's degree, International Trade and Finance, 3.31/4
Michael Pashkow Michael Pashkow's TD Ameritrade Experience March 2011 - Present
Job Director, Total Rewards at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
DealerTrack December 2008 - March 2011
Synygy, Inc. October 2005 - May 2008
Skills
Incentive Programs, Data Analysis, Sales Compensation, SharePoint, Microsoft Excel, Outlook, SQL, Analytics, Analysis
Education
Lehigh University 2000 — 2004
BS, Integrated Business & Engineering with Industrial Engineering focus
TD Ameritrade March 2011 - Present
DealerTrack December 2008 - March 2011
Synygy, Inc. October 2005 - May 2008
Skills
Incentive Programs, Data Analysis, Sales Compensation, SharePoint, Microsoft Excel, Outlook, SQL, Analytics, Analysis
Education
Lehigh University 2000 — 2004
BS, Integrated Business & Engineering with Industrial Engineering focus
Anthony Tanzella Anthony Tanzella's TD Ameritrade Experience January 2006 - January 2007
Job Director of Support Services at ESI The Holmes Group
Industry Financial Services
Experience
ESI The Holmes Group August 2007 - January 2013
TD Ameritrade January 2006 - January 2007
Hennion & Walsh June 2003 - June 2005
Skills
Bowling, Soccer, Patents, Investments, Mutual Funds, Series 7, Financial Statements, Strategic Financial..., Asset Managment, Financial Analysis, Microsoft Word, Microsoft Office, Risk Management, Banking, Marketing, Project Management, Retirement Planning, Securities, Leadership, Series 65, IRAs, Real Estate, Series 24, Finance, Portfolio Management, Account Management, Insurance, Asset Management, ETFs, Financial Advisory, Uniform Combined State..., Municipal Bonds
Education
King's College 1998 — 2003
B.S, International Business
Easton Area High School 1995 — 1998
General Studies with Honors
ESI The Holmes Group August 2007 - January 2013
TD Ameritrade January 2006 - January 2007
Hennion & Walsh June 2003 - June 2005
Skills
Bowling, Soccer, Patents, Investments, Mutual Funds, Series 7, Financial Statements, Strategic Financial..., Asset Managment, Financial Analysis, Microsoft Word, Microsoft Office, Risk Management, Banking, Marketing, Project Management, Retirement Planning, Securities, Leadership, Series 65, IRAs, Real Estate, Series 24, Finance, Portfolio Management, Account Management, Insurance, Asset Management, ETFs, Financial Advisory, Uniform Combined State..., Municipal Bonds
Education
King's College 1998 — 2003
B.S, International Business
Easton Area High School 1995 — 1998
General Studies with Honors
Irene Boakye, PMP Irene Boakye, PMP's TD Ameritrade Experience June 2005 - August 2011
Job IT Project Manager at FEI Systems
Industry Information Services
Experience
FEI Systems September 2012 - Present
Maxim Healthcare Services August 2011 - September 2012
TD Ameritrade June 2005 - August 2011
NASDAQ June 2001 - January 2005
SpaceWorks Inc. September 1999 - June 2001
(various consulting companies) June 1998 - September 1999
Police Review May 1997 - April 1998
The Lord Chancellor's Department July 1994 - May 1997
Skills
Project Management, Business Analysis, Innotas, SharePoint, Visio, Agile Methodologies, MS Project, PMO, Program Management, Management, PMP, Vendor Management, Requirements Gathering, Quality Assurance, Requirements Analysis, Project Coordination, SDLC, Leadership, Process Improvement, Software Project..., Team Building, Business Process..., Project Portfolio..., Business Process, Microsoft Project
Education
London Guildhall University
BA Hons Communications and IT
FEI Systems September 2012 - Present
Maxim Healthcare Services August 2011 - September 2012
TD Ameritrade June 2005 - August 2011
NASDAQ June 2001 - January 2005
SpaceWorks Inc. September 1999 - June 2001
(various consulting companies) June 1998 - September 1999
Police Review May 1997 - April 1998
The Lord Chancellor's Department July 1994 - May 1997
Skills
Project Management, Business Analysis, Innotas, SharePoint, Visio, Agile Methodologies, MS Project, PMO, Program Management, Management, PMP, Vendor Management, Requirements Gathering, Quality Assurance, Requirements Analysis, Project Coordination, SDLC, Leadership, Process Improvement, Software Project..., Team Building, Business Process..., Project Portfolio..., Business Process, Microsoft Project
Education
London Guildhall University
BA Hons Communications and IT
Egan Dardis Egan Dardis's TD Ameritrade Experience 2009 - 2013
Job Senior Financial Advisor at HK Financial Services
Industry Financial Services
Experience
HK Financial Services 2013 - Present
TD Ameritrade 2009 - 2013
Prudential Financial 2003 - 2009
CIGNA Retirement 2001 - 2003
Skills
Investments, Retirement, Finance, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning, Series 63, Mutual Funds, 401k, Portfolio Management, Investment Advisory
Education
Loras College 1997 — 2001
Bachelor's degree, Marketing
HK Financial Services 2013 - Present
TD Ameritrade 2009 - 2013
Prudential Financial 2003 - 2009
CIGNA Retirement 2001 - 2003
Skills
Investments, Retirement, Finance, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning, Series 63, Mutual Funds, 401k, Portfolio Management, Investment Advisory
Education
Loras College 1997 — 2001
Bachelor's degree, Marketing
Giuliana Quiroz's TD Ameritrade Experience February 2009 - February 2015
Job Head of Cross Channel Analytics at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TD Ameritrade February 2009 - February 2015
TD Ameritrade February 2006 - February 2009
TD Ameritrade February 2005 - February 2006
JP Morgan Chase June 2002 - January 2005
JP Morgan Chase November 2000 - June 2002
Hanover Direct 1999 - 2000
Beneficial 1996 - 1999
Opinion Research Corporation 1995 - 1996
Skills
Database Marketing, Segmentation, Analytics, Statistical Modeling, Financial Services, Marketing, Management, Business Intelligence, CRM, Business Analysis, Credit Cards, Strategy, Market Research, Analysis, Market Analysis, Marketing Strategy, Banking, Product Marketing, Forecasting, Mergers & Acquisitions, Program Management, Direct Marketing, Project Planning, Competitive Analysis, Competitive Intelligence, Product Management, Marketing Analytics, Customer Analysis, Data Mining, Customer Insight, Predictive Analytics, SAS, Predictive Modeling, Statistics
Education
New York University
Digital Communication and Media/Multimedia
Rutgers, The State University of New Jersey-New Brunswick
MEd, Ed Psy (Statistics, Measurement, and Program Evaluation)
Kean University
BA, Psychology, Mathematics
Union Catholic High School
TIAA-CREF February 2015 - Present
TD Ameritrade February 2009 - February 2015
TD Ameritrade February 2006 - February 2009
TD Ameritrade February 2005 - February 2006
JP Morgan Chase June 2002 - January 2005
JP Morgan Chase November 2000 - June 2002
Hanover Direct 1999 - 2000
Beneficial 1996 - 1999
Opinion Research Corporation 1995 - 1996
Skills
Database Marketing, Segmentation, Analytics, Statistical Modeling, Financial Services, Marketing, Management, Business Intelligence, CRM, Business Analysis, Credit Cards, Strategy, Market Research, Analysis, Market Analysis, Marketing Strategy, Banking, Product Marketing, Forecasting, Mergers & Acquisitions, Program Management, Direct Marketing, Project Planning, Competitive Analysis, Competitive Intelligence, Product Management, Marketing Analytics, Customer Analysis, Data Mining, Customer Insight, Predictive Analytics, SAS, Predictive Modeling, Statistics
Education
New York University
Digital Communication and Media/Multimedia
Rutgers, The State University of New Jersey-New Brunswick
MEd, Ed Psy (Statistics, Measurement, and Program Evaluation)
Kean University
BA, Psychology, Mathematics
Union Catholic High School
Rohit Anand's TD Ameritrade Experience 2005 - 2008
Job Program Manager | Digital Media Professional | Lean Startup Practitioner
Industry Internet
Experience
HBO 2012 - Present
CNBC 2010 - 2011
Guy Carpenter 2010 - 2010
Quest Diagnostics 2009 - 2010
TD Ameritrade 2005 - 2008
The New York Times 2004 - 2005
GlobalData Management Corp 2003 - 2005
Net Quotient Consulting Group 1999 - 2002
Skills
Program Management, Project Management, Product Development, Digital Media..., Social Media, Connected TV, Interactive TV, Team Leadership, Agile Methodologies, Mobile Applications, Strategy, Connectivity, Web Analytics, IP, Television, Google Analytics, Smart TV Strategy, IP Connectivity, Home Automation, Brainstorm Facilitation, Idea Generation, Mind Mapping, Trend Analysis, Connected Devices, Online Video Strategy, Information Architecture, User Experience, Integration, Mobile Devices, SDLC, Agile Project Management, Online Advertising, Digital Media, Management, Leadership, Software Development, E-commerce, Analytics
Education
Maharashtra Institute of Technology 1990 — 1995
B. Engineering, Electronics
Landmark Education 2012 — 2012
Curriculum of Living
HBO 2012 - Present
CNBC 2010 - 2011
Guy Carpenter 2010 - 2010
Quest Diagnostics 2009 - 2010
TD Ameritrade 2005 - 2008
The New York Times 2004 - 2005
GlobalData Management Corp 2003 - 2005
Net Quotient Consulting Group 1999 - 2002
Skills
Program Management, Project Management, Product Development, Digital Media..., Social Media, Connected TV, Interactive TV, Team Leadership, Agile Methodologies, Mobile Applications, Strategy, Connectivity, Web Analytics, IP, Television, Google Analytics, Smart TV Strategy, IP Connectivity, Home Automation, Brainstorm Facilitation, Idea Generation, Mind Mapping, Trend Analysis, Connected Devices, Online Video Strategy, Information Architecture, User Experience, Integration, Mobile Devices, SDLC, Agile Project Management, Online Advertising, Digital Media, Management, Leadership, Software Development, E-commerce, Analytics
Education
Maharashtra Institute of Technology 1990 — 1995
B. Engineering, Electronics
Landmark Education 2012 — 2012
Curriculum of Living
Jose M. Rios's TD Ameritrade Experience 2004 - 2006
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2008 - August 2012
Empire Financial Group, Inc. September 2006 - December 2007
TD Waterhouse Capital Markets May 2004 - September 2006
TD Ameritrade 2004 - 2006
William V Frankel & Co, INC. February 2003 - May 2004
ABN AMRO 1999 - 2002
Painewebber Inc. 1994 - 2000
Kidder Peabody Inc. 1985 - 1994
Skills
CRM, Series 7, Securities, Trading, Series 63, Capital Markets, Investments, Equity Trading, Options, Equities, Life Insurance, Guaranteed Lifetime..., Financial Advisory, ETFs, FINRA, Electronic Trading, Financial Services, Finance
Education
Kingsborough Community College 1994 — 1996
On Site
AXA Advisors November 2008 - August 2012
Empire Financial Group, Inc. September 2006 - December 2007
TD Waterhouse Capital Markets May 2004 - September 2006
TD Ameritrade 2004 - 2006
William V Frankel & Co, INC. February 2003 - May 2004
ABN AMRO 1999 - 2002
Painewebber Inc. 1994 - 2000
Kidder Peabody Inc. 1985 - 1994
Skills
CRM, Series 7, Securities, Trading, Series 63, Capital Markets, Investments, Equity Trading, Options, Equities, Life Insurance, Guaranteed Lifetime..., Financial Advisory, ETFs, FINRA, Electronic Trading, Financial Services, Finance
Education
Kingsborough Community College 1994 — 1996
On Site
Vanshaj Bindal's TD Ameritrade Experience December 2012 - Present
Job User Experience Lead at TD Ameritrade
Industry Design
Experience
TD Ameritrade December 2012 - Present
JPMorgan Chase December 2010 - December 2012
Merck November 2009 - December 2010
Sapient January 2002 - October 2009
IT Angel Group 1998 - 2001
Skills
Information Design, Human Computer..., Design Strategy, Agile Methodologies, User Experience, Creative Direction, User-centered Design, Information Architecture, Usability Testing, User Interface, Wireframes, User Experience Design, Usability, Interaction Design, User Interface Design, User Scenarios, CMS, User Research, E-commerce, Web Design, Persona, Contextual Inquiry, Heuristic Evaluation, Card Sorting, Mobile Applications, OmniGraffle, Site Maps, Web Applications, Rapid Prototyping, Experience Design, Content Management, Accessibility, Graphic Design, Design Patterns, Content Strategy, HTML, Axure, Usability Engineering, HTML 5, Paper Prototyping, Web Analytics, Web Project Management, Strategy, HTML5
Education
NIILM 1996 — 1998
PGDBM, Finance, IT, General Management
DAV College, Delhi University 1992 — 1995
Bachelor of Commerce, Accounting and Finance
Kendriya Vidyalaya 1980 — 1992
Commerce
TD Ameritrade December 2012 - Present
JPMorgan Chase December 2010 - December 2012
Merck November 2009 - December 2010
Sapient January 2002 - October 2009
IT Angel Group 1998 - 2001
Skills
Information Design, Human Computer..., Design Strategy, Agile Methodologies, User Experience, Creative Direction, User-centered Design, Information Architecture, Usability Testing, User Interface, Wireframes, User Experience Design, Usability, Interaction Design, User Interface Design, User Scenarios, CMS, User Research, E-commerce, Web Design, Persona, Contextual Inquiry, Heuristic Evaluation, Card Sorting, Mobile Applications, OmniGraffle, Site Maps, Web Applications, Rapid Prototyping, Experience Design, Content Management, Accessibility, Graphic Design, Design Patterns, Content Strategy, HTML, Axure, Usability Engineering, HTML 5, Paper Prototyping, Web Analytics, Web Project Management, Strategy, HTML5
Education
NIILM 1996 — 1998
PGDBM, Finance, IT, General Management
DAV College, Delhi University 1992 — 1995
Bachelor of Commerce, Accounting and Finance
Kendriya Vidyalaya 1980 — 1992
Commerce
Reuben Remigio's TD Ameritrade Experience January 2014 - March 2015
Job Senior Manager, Process Improvement at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade January 2014 - March 2015
DeVry University November 2012 - January 2014
Groupon April 2012 - November 2012
Walgreens September 2010 - April 2012
Walgreens July 2008 - September 2010
Meijer December 2007 - July 2008
Nestle USA September 2006 - November 2007
Walgreens February 2003 - August 2006
Tellabs February 2000 - October 2002
Skills
Business Process..., Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement, Industrial Engineering, Statistics, Performance Improvement, Value Stream Mapping, 5S, Root Cause Analysis, Operational Excellence, Kaizen, Data Analysis, Business Process..., Operations Management, Simul8, Discrete Event..., Business Transformation, Labor Management, Program Management, Management Consulting, Product Development, Manufacturing, Cross-functional Team..., Process Engineering, Business Process, Supply Chain, Budgets
Education
Keller Graduate School of Management of DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Dual Concentrations in Finance and Health Services
University of Illinois at Chicago 1997 — 1999
Bachelor of Science (B.S.), Industrial Engineering
Don Bosco Technical College
Electronics Technology
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade January 2014 - March 2015
DeVry University November 2012 - January 2014
Groupon April 2012 - November 2012
Walgreens September 2010 - April 2012
Walgreens July 2008 - September 2010
Meijer December 2007 - July 2008
Nestle USA September 2006 - November 2007
Walgreens February 2003 - August 2006
Tellabs February 2000 - October 2002
Skills
Business Process..., Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement, Industrial Engineering, Statistics, Performance Improvement, Value Stream Mapping, 5S, Root Cause Analysis, Operational Excellence, Kaizen, Data Analysis, Business Process..., Operations Management, Simul8, Discrete Event..., Business Transformation, Labor Management, Program Management, Management Consulting, Product Development, Manufacturing, Cross-functional Team..., Process Engineering, Business Process, Supply Chain, Budgets
Education
Keller Graduate School of Management of DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Dual Concentrations in Finance and Health Services
University of Illinois at Chicago 1997 — 1999
Bachelor of Science (B.S.), Industrial Engineering
Don Bosco Technical College
Electronics Technology
rajneesh kambham's TD Ameritrade Experience July 2009 - Present
Job # Release Management Integration Lead at TD Ameritrade
Industry Information Technology and Services
Eugene Gelfman's TD Ameritrade Experience November 2013 - May 2014
Job Strategic Marketing Analyst at Myron Manufacturing
Industry Information Technology and Services
Experience
Myron Manufacturing June 2014 - Present
TD Ameritrade November 2013 - May 2014
Gerber Life Insurance November 2012 - November 2013
CDI/American Express May 2010 - November 2012
HMS August 2008 - May 2010
Skills
Requirements Analysis, SQL, SAS, Business Intelligence, Data Warehousing, Business Analysis, Requirements Gathering, Software Project..., Software Development, Business Process, Process Improvement, Project Management, Analytics, Program Management, Business Process..., Vendor Management, SDLC, Visio
Education
The Chubb Institute 1996 — 1997
Computer Programming Certificate, computer programming
Kean University 1992 — 1996
Bachelor of Science (BS), Computer Science
Myron Manufacturing June 2014 - Present
TD Ameritrade November 2013 - May 2014
Gerber Life Insurance November 2012 - November 2013
CDI/American Express May 2010 - November 2012
HMS August 2008 - May 2010
Skills
Requirements Analysis, SQL, SAS, Business Intelligence, Data Warehousing, Business Analysis, Requirements Gathering, Software Project..., Software Development, Business Process, Process Improvement, Project Management, Analytics, Program Management, Business Process..., Vendor Management, SDLC, Visio
Education
The Chubb Institute 1996 — 1997
Computer Programming Certificate, computer programming
Kean University 1992 — 1996
Bachelor of Science (BS), Computer Science
Richard Orne's TD Ameritrade Experience November 2007 - November 2011
Job VOLUNTEER at PINE CREEK RAILROAD DIVISION OF THE NJ MUSEUM OF TRANSPORTATION
Industry Financial Services
Experience
PINE CREEK RAILROAD DIVISION OF THE NJ MUSEUM OF TRANSPORTATION August 2014 - Present
Situational Awareness, LLC February 2005 - April 2014
TD AMERITRADE November 2007 - November 2011
LAKEWOOD (NJ) TOWNSHIP AIRPORT AUTHORITY--N12 January 2000 - June 2009
Merrill Lynch September 1985 - November 2005
US AIR FORCE/ NJ AIR NATIONAL GUARD September 1972 - April 1999
Skills
Vendor Management, Project Management, Contract Negotiation, Contract Management, Data Center, Information Security..., Physical Security, Capital Budgeting, Problem Solving, Business Planning, Motivation, Real Estate Transactions, municipal tax..., IT Strategy, Business Analysis, Process Improvement, Program Management, Risk Assessment, Analysis, Budgets, Risk Management, Leadership, Municipalities, Management, Outsourcing, Negotiation, Financial Services, Governance, SDLC, Business Continuity, Disaster Recovery, Procurement, Tax, Team Building, PMP, Business Process..., Corporate Communications, Relationship Management, Security, IT Management, Change Management, Executive Management, Portfolio Management, Enterprise Software, Strategy, Information Technology, Cross-functional Team..., Integration, Business Process, Management Consulting
Education
Air University of the USAF 1985 — 1989
Completion Certificate, Senior, Advance and Command NCO Academy
Kean University 1970 — 1974
Bachelor of Arts (BA), Psychology
US Army Military Police Academy 1973 — 1973
Graduation Certificate, Federal Law Enforcement, Honors graduate
PINE CREEK RAILROAD DIVISION OF THE NJ MUSEUM OF TRANSPORTATION August 2014 - Present
Situational Awareness, LLC February 2005 - April 2014
TD AMERITRADE November 2007 - November 2011
LAKEWOOD (NJ) TOWNSHIP AIRPORT AUTHORITY--N12 January 2000 - June 2009
Merrill Lynch September 1985 - November 2005
US AIR FORCE/ NJ AIR NATIONAL GUARD September 1972 - April 1999
Skills
Vendor Management, Project Management, Contract Negotiation, Contract Management, Data Center, Information Security..., Physical Security, Capital Budgeting, Problem Solving, Business Planning, Motivation, Real Estate Transactions, municipal tax..., IT Strategy, Business Analysis, Process Improvement, Program Management, Risk Assessment, Analysis, Budgets, Risk Management, Leadership, Municipalities, Management, Outsourcing, Negotiation, Financial Services, Governance, SDLC, Business Continuity, Disaster Recovery, Procurement, Tax, Team Building, PMP, Business Process..., Corporate Communications, Relationship Management, Security, IT Management, Change Management, Executive Management, Portfolio Management, Enterprise Software, Strategy, Information Technology, Cross-functional Team..., Integration, Business Process, Management Consulting
Education
Air University of the USAF 1985 — 1989
Completion Certificate, Senior, Advance and Command NCO Academy
Kean University 1970 — 1974
Bachelor of Arts (BA), Psychology
US Army Military Police Academy 1973 — 1973
Graduation Certificate, Federal Law Enforcement, Honors graduate
Jagadeesh S's TD Ameritrade Experience April 2013 - Present
Job Tech Lead/Architect at Accenture/Pfizer R&D
Industry Information Technology and Services
Experience
TD Ameritrade April 2013 - Present
Pfizer August 2012 - April 2013
The New York Times February 2012 - August 2012
Javelin Capital Markets, LLC September 2010 - February 2012
Nomura Securities September 2009 - September 2010
Charles Schwab February 2003 - September 2009
Lehman Brothers 2001 - 2003
Skills
JDBC, JSP, XML, DHTML, Servlets, UML, spring, hibernate, core java, J2EE, Spring, Java Enterprise Edition, Hibernate, SDLC
Education
Karnatak University
BE, Computer Science
TD Ameritrade April 2013 - Present
Pfizer August 2012 - April 2013
The New York Times February 2012 - August 2012
Javelin Capital Markets, LLC September 2010 - February 2012
Nomura Securities September 2009 - September 2010
Charles Schwab February 2003 - September 2009
Lehman Brothers 2001 - 2003
Skills
JDBC, JSP, XML, DHTML, Servlets, UML, spring, hibernate, core java, J2EE, Spring, Java Enterprise Edition, Hibernate, SDLC
Education
Karnatak University
BE, Computer Science
Stephen Ritchey's TD Ameritrade Experience May 2006 - November 2008
Job Manager on Duty and Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2010 - Present
Capital One October 2009 - October 2010
TD Ameritrade May 2006 - November 2008
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Equities, Portfolio Management, Series 63, Retirement Planning, Securities, Strategic Financial..., Fixed Income, Financial Services, Risk Management, Financial Analysis, Asset Allocation
Education
Kaplan University
Tarrant County College
JPMorgan Chase November 2010 - Present
Capital One October 2009 - October 2010
TD Ameritrade May 2006 - November 2008
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Equities, Portfolio Management, Series 63, Retirement Planning, Securities, Strategic Financial..., Fixed Income, Financial Services, Risk Management, Financial Analysis, Asset Allocation
Education
Kaplan University
Tarrant County College
Janet Basioli's TD Ameritrade Experience February 2007 - February 2009
Job Marketing Manager at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade February 2007 - February 2009
TD Waterhouse 2004 - 2006
TD Waterhouse 2001 - 2004
TD Waterhouse 1998 - 2001
Skills
Financial Services, Direct Marketing, Series 7, Microsoft Office, PowerPoint, Newsletters, Call Centers, Marketing Communications, Banking, Email Marketing, Management, Marketing, Training, Recruiting, Digital Marketing, Customer Retention, Risk Management, Marketing Strategy
Education
Kean University 1992 — 1996
TD Ameritrade February 2007 - February 2009
TD Waterhouse 2004 - 2006
TD Waterhouse 2001 - 2004
TD Waterhouse 1998 - 2001
Skills
Financial Services, Direct Marketing, Series 7, Microsoft Office, PowerPoint, Newsletters, Call Centers, Marketing Communications, Banking, Email Marketing, Management, Marketing, Training, Recruiting, Digital Marketing, Customer Retention, Risk Management, Marketing Strategy
Education
Kean University 1992 — 1996
Marie Bettinger (Visicaro)'s TD Ameritrade Experience January 2010 - July 2010
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 2013 - Present
Goldman Sachs August 2010 - December 2012
TD Ameritrade January 2010 - July 2010
TD Ameritrade August 2008 - December 2009
Avaya June 2004 - August 2008
Skills
Talent Management, Business Analysis, Process Improvement, Project Management, Business Process, HRIS, Performance Management, Deferred Compensation, Vendor Management, Sales Compensation, Business Objects, CRM, PeopleSoft, Business Process..., Analytics, Change Management, Human Resources, Onboarding
Education
Lehigh University 2000 — 2004
B.S., Business Information Systems
Goldman Sachs January 2013 - Present
Goldman Sachs August 2010 - December 2012
TD Ameritrade January 2010 - July 2010
TD Ameritrade August 2008 - December 2009
Avaya June 2004 - August 2008
Skills
Talent Management, Business Analysis, Process Improvement, Project Management, Business Process, HRIS, Performance Management, Deferred Compensation, Vendor Management, Sales Compensation, Business Objects, CRM, PeopleSoft, Business Process..., Analytics, Change Management, Human Resources, Onboarding
Education
Lehigh University 2000 — 2004
B.S., Business Information Systems
DeDe Deddens-Brill's TD Ameritrade Experience October 2007 - July 2010
Job Marketing Communications Specialist
Industry Financial Services
Experience
Cetera Financial Group May 2014 - Present
ING (Cognizant Technology Solutions) April 2013 - May 2014
ING (Cognizant Technology Solutions) January 2012 - April 2013
Cumulus Broadcasting January 2010 - December 2011
TD Ameritrade October 2007 - July 2010
Journal Broadcast Group March 2007 - August 2009
Cumulus Broadcasting October 2001 - February 2007
Premier Marketing Group August 1999 - October 2001
Clear Channel May 1996 - October 1999
TCI Media Services 1996 - 1999
Education
Lindenwood University 1992 — 1996
Bachelor of Arts, Mass Communications (major), Performing Arts (minor)
Visitation Academy
Cetera Financial Group May 2014 - Present
ING (Cognizant Technology Solutions) April 2013 - May 2014
ING (Cognizant Technology Solutions) January 2012 - April 2013
Cumulus Broadcasting January 2010 - December 2011
TD Ameritrade October 2007 - July 2010
Journal Broadcast Group March 2007 - August 2009
Cumulus Broadcasting October 2001 - February 2007
Premier Marketing Group August 1999 - October 2001
Clear Channel May 1996 - October 1999
TCI Media Services 1996 - 1999
Education
Lindenwood University 1992 — 1996
Bachelor of Arts, Mass Communications (major), Performing Arts (minor)
Visitation Academy
Ty C Phifer's TD Ameritrade Experience July 2011 - Present
Job Branch Manager at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade July 2011 - Present
TD Ameritrade June 2009 - July 2011
TD Ameritrade December 2008 - May 2009
First Command Financial Services April 2004 - December 2008
Briggs Pontiac Buick GMC July 1999 - April 2004
Skills
Sales Management, Hiring, Profit, Customer Satisfaction, Insurance, Inventory Management, Coaching, Customer Service, Team Building, Sales, Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Management, Wealth Management, Financial Planning
Education
Kansas State University 1995 — 1999
BS, Animal Science
Colby Community College 1993 — 1995
Associates of Science, Pre-Veterinary Medicine
TD Ameritrade July 2011 - Present
TD Ameritrade June 2009 - July 2011
TD Ameritrade December 2008 - May 2009
First Command Financial Services April 2004 - December 2008
Briggs Pontiac Buick GMC July 1999 - April 2004
Skills
Sales Management, Hiring, Profit, Customer Satisfaction, Insurance, Inventory Management, Coaching, Customer Service, Team Building, Sales, Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Management, Wealth Management, Financial Planning
Education
Kansas State University 1995 — 1999
BS, Animal Science
Colby Community College 1993 — 1995
Associates of Science, Pre-Veterinary Medicine
Peter Nastri's TD Ameritrade Experience July 2011 - Present
Job Manager, Risk Tools & Training
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
Fidelity Investments August 2007 - June 2011
UBS Financial Services, Inc. September 2000 - September 2007
Skills
Risk Management, Financial Risk, Securities, Equities, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Operational Risk
Education
Kean University 1996 — 2000
BS, Business Management
TD Ameritrade July 2011 - Present
Fidelity Investments August 2007 - June 2011
UBS Financial Services, Inc. September 2000 - September 2007
Skills
Risk Management, Financial Risk, Securities, Equities, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Operational Risk
Education
Kean University 1996 — 2000
BS, Business Management
Lana Ledlow's TD Ameritrade Experience January 2013 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2013 - April 2013
TD Ameritrade February 2009 - January 2013
Citigroup Global Markets April 2004 - September 2008
Skills
Investments, Financial Services, Series 7, Customer Service, Finance
Education
Louisiana Tech University 1999 — 2004
Bachelor of Science, Finance; Geology
TD Ameritrade January 2013 - April 2013
TD Ameritrade February 2009 - January 2013
Citigroup Global Markets April 2004 - September 2008
Skills
Investments, Financial Services, Series 7, Customer Service, Finance
Education
Louisiana Tech University 1999 — 2004
Bachelor of Science, Finance; Geology
Marina Kirchheimer (Liokumovich)'s TD Ameritrade Experience November 2008 - June 2013
Job Vice President at Morgan Stanley Smith Barney Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
TD Ameritrade November 2008 - June 2013
Lehman Brothers July 2006 - October 2008
Barclays Capital 2008 - 2008
Deloitte 2005 - 2007
Chi Omega Fraternity 2002 - 2003
Skills
SDLC, Valuation, Wealth Management, Strategy, Prime Brokerage, Product Management, Analytics, Sales Management, Financial Modeling, Strategic Planning, Financial Analysis, Series 7
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Strategy
Lehigh University 2001 — 2004
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Morgan Stanley June 2013 - Present
TD Ameritrade November 2008 - June 2013
Lehman Brothers July 2006 - October 2008
Barclays Capital 2008 - 2008
Deloitte 2005 - 2007
Chi Omega Fraternity 2002 - 2003
Skills
SDLC, Valuation, Wealth Management, Strategy, Prime Brokerage, Product Management, Analytics, Sales Management, Financial Modeling, Strategic Planning, Financial Analysis, Series 7
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Strategy
Lehigh University 2001 — 2004
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Richard Orne's TD Ameritrade Experience November 2007 - November 2011
Job PRESIDENT at SITUATIONAL AWARENESS
Industry Information Technology and Services
Experience
SITUATIONAL AWARENESS January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
TD Ameritrade November 2007 - November 2011
TD Ameritrade November 2007 - November 2011
USAF/ NJANG 1984 - 2009
Merrill Lynch July 1985 - November 2005
Merrill Lynch July 1985 - November 2005
Skills
TEAM LEADERSHIP, LARGE GROUP MANAGEMENT, COMBAT LEADERSHIP
Education
Kean University 1972 — 1974
BA, PSYCHOLOGY
AIR UNIVERSITY OF THE USAF
AIR UNIVERSITY OF THE USAF, Senior, Advanced and Command Non-Commissioned Officer Academy
Kean College
BA, Psychology Major; Business Negotiations; Federal Law Enforcement
USAF Senior NCO Academy, Air University of the USAFAdvanced NCO Academy, Air University of the USAFCommand NCO Academy, Air University of the USAF
SITUATIONAL AWARENESS January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
TD Ameritrade November 2007 - November 2011
TD Ameritrade November 2007 - November 2011
USAF/ NJANG 1984 - 2009
Merrill Lynch July 1985 - November 2005
Merrill Lynch July 1985 - November 2005
Skills
TEAM LEADERSHIP, LARGE GROUP MANAGEMENT, COMBAT LEADERSHIP
Education
Kean University 1972 — 1974
BA, PSYCHOLOGY
AIR UNIVERSITY OF THE USAF
AIR UNIVERSITY OF THE USAF, Senior, Advanced and Command Non-Commissioned Officer Academy
Kean College
BA, Psychology Major; Business Negotiations; Federal Law Enforcement
USAF Senior NCO Academy, Air University of the USAFAdvanced NCO Academy, Air University of the USAFCommand NCO Academy, Air University of the USAF
Christie Bolotova's TD Ameritrade Experience October 2013 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade July 2006 - Present
Marin Independent Journal July 2005 - July 2006
Skills
Series 7, Mutual Funds, Asset Allocation, Series 66, Retirement Planning, Retirement Savings, Securities, Securities Market, Financial Advisory, FINRA, Certified Financial..., Equities, Tactical Asset..., ETFs, Portfolio Management, Strategic Financial..., Uniform Combined State..., Salesforce.com, IRAs, Relationship Management, Solution Selling, Process Improvement, Key Account Development
Education
Kaplan University 2009 — 2010
CFP, CFP
Loyola Marymount University 2002 — 2005
Bachelor of Arts (BA), Marketing and International Business
TD Ameritrade October 2013 - Present
TD Ameritrade July 2006 - Present
Marin Independent Journal July 2005 - July 2006
Skills
Series 7, Mutual Funds, Asset Allocation, Series 66, Retirement Planning, Retirement Savings, Securities, Securities Market, Financial Advisory, FINRA, Certified Financial..., Equities, Tactical Asset..., ETFs, Portfolio Management, Strategic Financial..., Uniform Combined State..., Salesforce.com, IRAs, Relationship Management, Solution Selling, Process Improvement, Key Account Development
Education
Kaplan University 2009 — 2010
CFP, CFP
Loyola Marymount University 2002 — 2005
Bachelor of Arts (BA), Marketing and International Business
Justin Di Filippo's TD Ameritrade Experience January 2009 - October 2011
Job Senior Product Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade January 2009 - October 2011
Strikepoint Trading October 2004 - December 2008
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Investment Operations, Software Product..., Financial Services, Series 63, Series 7, Strategy, Electronic Trading, Financial Advisory, Financial Markets, Financial Planning, Investment Advisory, Investment Management, Investment Strategies, Management, Trading Systems
Education
Lehigh University - College of Business and Economics
BS Business & Economics, Business Finance
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade January 2009 - October 2011
Strikepoint Trading October 2004 - December 2008
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Investment Operations, Software Product..., Financial Services, Series 63, Series 7, Strategy, Electronic Trading, Financial Advisory, Financial Markets, Financial Planning, Investment Advisory, Investment Management, Investment Strategies, Management, Trading Systems
Education
Lehigh University - College of Business and Economics
BS Business & Economics, Business Finance
Belinda Timpo's TD Ameritrade Experience April 2009 - August 2014
Job Sr. Compliance Specialist Registrations at optionsXpress by Charles Schwab
Industry Legal Services
Experience
optionsXpress by Charles Schwab August 2014 - Present
TD Ameritrade April 2009 - August 2014
Chicago Legal Clinic, Inc. December 2008 - December 2009
Freedman Anselmo Lindberg & Rappe, LLC July 2008 - October 2008
First Chicago Bank & Trust March 2005 - June 2008
Shefsky & Froelich January 2007 - June 2007
Education
Loyola University Chicago School of Law 2007 — 2009
Masters of Jurisprudence, Business & Corporate Governance Law
Loyola University Chicago 2006 — 2007
Certification, Corporate Paralegal Studies
University of Ghana 1998 — 2002
Bachelor of Arts, Major Philosophy, Minor Political Science
optionsXpress by Charles Schwab August 2014 - Present
TD Ameritrade April 2009 - August 2014
Chicago Legal Clinic, Inc. December 2008 - December 2009
Freedman Anselmo Lindberg & Rappe, LLC July 2008 - October 2008
First Chicago Bank & Trust March 2005 - June 2008
Shefsky & Froelich January 2007 - June 2007
Education
Loyola University Chicago School of Law 2007 — 2009
Masters of Jurisprudence, Business & Corporate Governance Law
Loyola University Chicago 2006 — 2007
Certification, Corporate Paralegal Studies
University of Ghana 1998 — 2002
Bachelor of Arts, Major Philosophy, Minor Political Science
Loran Reynolds III's TD Ameritrade Experience September 2013 - Present
Job Developer I at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade September 2013 - Present
EDgear, LLC. February 2010 - September 2013
Skills
XML, Java Enterprise Edition, Java, Web Services, SQL, JavaScript, Software Development, Spring, Intersystems Cache, Software Development...
Education
Louisiana Tech University 2004 — 2009
TD Ameritrade September 2013 - Present
EDgear, LLC. February 2010 - September 2013
Skills
XML, Java Enterprise Edition, Java, Web Services, SQL, JavaScript, Software Development, Spring, Intersystems Cache, Software Development...
Education
Louisiana Tech University 2004 — 2009
Erik Harpsoe's TD Ameritrade Experience March 2002 - March 2006
Job Senior Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store March 2006 - Present
TD Ameritrade March 2002 - March 2006
Skills
Investment Management, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Financial Advisory, Investment Advisory, Retirement Plan..., Investments, Bonds, Risk Management, Financial Services, Fixed Annuities, Asset Allocation, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Trading, Portfolio Management, Roth IRA, Strategic Financial..., Equities, Personal Finance, Finance, Options, Personal Financial..., High Net Worth..., ETFs, Modern Portfolio Theory, Series 7, 401k, IRAs, Retirement Planning, Financial Planning
Education
Kent State University 1992 — 1996
BBA, Finance
The Mutual Fund Store March 2006 - Present
TD Ameritrade March 2002 - March 2006
Skills
Investment Management, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Financial Advisory, Investment Advisory, Retirement Plan..., Investments, Bonds, Risk Management, Financial Services, Fixed Annuities, Asset Allocation, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Trading, Portfolio Management, Roth IRA, Strategic Financial..., Equities, Personal Finance, Finance, Options, Personal Financial..., High Net Worth..., ETFs, Modern Portfolio Theory, Series 7, 401k, IRAs, Retirement Planning, Financial Planning
Education
Kent State University 1992 — 1996
BBA, Finance
Lorna Salter's TD Ameritrade Experience October 2009 - December 2011
Job Experienced Project Manager and Security Risk Management Consultant
Industry Information Technology and Services
Experience
Geist Global August 2014 - Present
Schneider Electric March 2013 - May 2014
Client Resources, Inc. April 2012 - December 2012
TD Ameritrade October 2009 - December 2011
Rodenburg Group March 2008 - September 2009
HSBC 2001 - 2007
First Data Corporation July 1999 - November 2000
First Card (First National Bank of Chicago) May 1996 - June 1999
Natural Gas Pipeline (MidCon) March 1988 - April 1996
Skills
Leadership, Project Management, SDLC, Program Management, Requirements Gathering, Software Project..., Waterfall, Project Portfolio..., Business Analysis, PMP, SharePoint, Vendor Management, Visio, Quality Assurance, Agile Methodologies, Quality Center, Process Improvement, Requirements Analysis, Change Management, Software Documentation, Software Quality..., Business Requirements, PMO, Scrum
Education
Kansas State University
BA, Journalism
Geist Global August 2014 - Present
Schneider Electric March 2013 - May 2014
Client Resources, Inc. April 2012 - December 2012
TD Ameritrade October 2009 - December 2011
Rodenburg Group March 2008 - September 2009
HSBC 2001 - 2007
First Data Corporation July 1999 - November 2000
First Card (First National Bank of Chicago) May 1996 - June 1999
Natural Gas Pipeline (MidCon) March 1988 - April 1996
Skills
Leadership, Project Management, SDLC, Program Management, Requirements Gathering, Software Project..., Waterfall, Project Portfolio..., Business Analysis, PMP, SharePoint, Vendor Management, Visio, Quality Assurance, Agile Methodologies, Quality Center, Process Improvement, Requirements Analysis, Change Management, Software Documentation, Software Quality..., Business Requirements, PMO, Scrum
Education
Kansas State University
BA, Journalism
Becky Hoch's TD Ameritrade Experience June 1997 - August 1999
Job History Teacher at PapillionLa Vista Public Schools
Industry Education Management
Experience
Papillion-La Vista Public Schools August 2003 - Present
Papillion-La Vista School District 2010 - Present
St. Paul's United Methodist Church November 2013 - Present
City of Papillion 2002 - Present
Omaha Public Schools August 2001 - June 2003
TD Ameritrade June 1997 - August 1999
University of Nebraska-Lincoln August 1998 - May 1999
Skills
Teaching, Social Studies, Educational Technology, Curriculum Design, American History, World History, Curriculum Development, Educational Leadership, Higher Education, Classroom Management, Classroom, Lesson Planning, Tutoring, K-12, Staff Development, Instructional Technology, Community Outreach, Adobe Creative Suite, Final Cut Pro, Public Speaking, European History, Differentiated..., E-Learning, Smartboard, Canon XA10, Canon XA25, Live Recording, Wirecast, WordPress, Teacher Training, Instructional Design, History, Leadership Development, Microsoft Office, PowerPoint, Editing, Microsoft Excel, Microsoft OneNote, Digital Video, Webcasting, Live Video Streaming
Education
Kent State University 2014 — 2016
Master’s Degree, Broadcast Journalism Education
University of Nebraska-Lincoln 1997 — 1999
MA, Higher Ed Adminstration
University of Nebraska at Omaha 1992 — 1997
BA, History
Papillion-La Vista High School 1989 — 1992
Papillion-La Vista Public Schools August 2003 - Present
Papillion-La Vista School District 2010 - Present
St. Paul's United Methodist Church November 2013 - Present
City of Papillion 2002 - Present
Omaha Public Schools August 2001 - June 2003
TD Ameritrade June 1997 - August 1999
University of Nebraska-Lincoln August 1998 - May 1999
Skills
Teaching, Social Studies, Educational Technology, Curriculum Design, American History, World History, Curriculum Development, Educational Leadership, Higher Education, Classroom Management, Classroom, Lesson Planning, Tutoring, K-12, Staff Development, Instructional Technology, Community Outreach, Adobe Creative Suite, Final Cut Pro, Public Speaking, European History, Differentiated..., E-Learning, Smartboard, Canon XA10, Canon XA25, Live Recording, Wirecast, WordPress, Teacher Training, Instructional Design, History, Leadership Development, Microsoft Office, PowerPoint, Editing, Microsoft Excel, Microsoft OneNote, Digital Video, Webcasting, Live Video Streaming
Education
Kent State University 2014 — 2016
Master’s Degree, Broadcast Journalism Education
University of Nebraska-Lincoln 1997 — 1999
MA, Higher Ed Adminstration
University of Nebraska at Omaha 1992 — 1997
BA, History
Papillion-La Vista High School 1989 — 1992
Emmanuel Henson, CFP®'s TD Ameritrade Experience July 2013 - July 2015
Job Day Trader at Selfemployed
Industry Financial Services
Experience
Self-employed July 2015 - Present
TD Ameritrade July 2013 - July 2015
TD Ameritrade January 2013 - July 2013
Vanguard January 2009 - December 2012
Vanguard April 2007 - December 2009
Primerica September 2006 - April 2007
Kutztown University 2004 - 2005
Dorney Park & Wildwater Kingdom April 2000 - August 2002
Skills
Investments, Retirement Planning, Finance, Retirement, Fundamental Analysis, Portfolio Management, Insurance, High Net Worth..., Asset Allocation, Financial Services, Financial Analysis, Series 7, Developing Client..., Strategy, Consulting, Sales Process, Retirement Income..., Personal Tax Planning, Estate Tax Planning, Process Improvement, ETFs, Investment Strategies, Time Management, Personal Income Tax..., Security Analysis, 401k, Relationship Management, 401k Rollovers, Negotiation, Technical Analysis, Options Strategies, Charting, Mutual Funds, Series 63, Wealth Management, Financial Planning, Microsoft Excel, Asset Management, Securities, Trading, Investment Advisory, Equities, Sales
Education
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A, Finance
Self-employed July 2015 - Present
TD Ameritrade July 2013 - July 2015
TD Ameritrade January 2013 - July 2013
Vanguard January 2009 - December 2012
Vanguard April 2007 - December 2009
Primerica September 2006 - April 2007
Kutztown University 2004 - 2005
Dorney Park & Wildwater Kingdom April 2000 - August 2002
Skills
Investments, Retirement Planning, Finance, Retirement, Fundamental Analysis, Portfolio Management, Insurance, High Net Worth..., Asset Allocation, Financial Services, Financial Analysis, Series 7, Developing Client..., Strategy, Consulting, Sales Process, Retirement Income..., Personal Tax Planning, Estate Tax Planning, Process Improvement, ETFs, Investment Strategies, Time Management, Personal Income Tax..., Security Analysis, 401k, Relationship Management, 401k Rollovers, Negotiation, Technical Analysis, Options Strategies, Charting, Mutual Funds, Series 63, Wealth Management, Financial Planning, Microsoft Excel, Asset Management, Securities, Trading, Investment Advisory, Equities, Sales
Education
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A, Finance
shruthi polasani's TD Ameritrade Experience December 2012 - Present
Job Client Side Web Developer at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade December 2012 - Present
The Pangburn Group June 2009 - November 2012
Louisiana State University September 2008 - May 2009
Louisiana Technology Park May 2008 - August 2008
Louisiana State University August 2007 - May 2008
Skills
PL/SQL, SQL, JBoss Application Server, JavaScript, JSP, J2EE Application..., PostgreSQL, Servlets, Linux, C#, HTML, XML, REST, AJAX, Unix, JSON, Freemarker, Java Enterprise Edition, WebSphere Application..., Crystal Reports, Dojo, HTML 5, CSS, Subversion, ClearCase, Git, CVS, SiteCatalyst, Adobe Target, Web Analytics, Web Design, Agile Methodologies, Microsoft SQL Server, Eclipse, Tomcat 5, Struts, JUnit, Software Development, Web Development, Visual Studio, ASP.NET, Web Applications, Unix Shell Scripting, Microsoft Office, Swing
Education
Louisiana State University and Agricultural and Mechanical College 2007 — 2009
Master of Science (M.S.), Engineering Science
jntu
Bachelor of Technology (BTech)
TD Ameritrade December 2012 - Present
The Pangburn Group June 2009 - November 2012
Louisiana State University September 2008 - May 2009
Louisiana Technology Park May 2008 - August 2008
Louisiana State University August 2007 - May 2008
Skills
PL/SQL, SQL, JBoss Application Server, JavaScript, JSP, J2EE Application..., PostgreSQL, Servlets, Linux, C#, HTML, XML, REST, AJAX, Unix, JSON, Freemarker, Java Enterprise Edition, WebSphere Application..., Crystal Reports, Dojo, HTML 5, CSS, Subversion, ClearCase, Git, CVS, SiteCatalyst, Adobe Target, Web Analytics, Web Design, Agile Methodologies, Microsoft SQL Server, Eclipse, Tomcat 5, Struts, JUnit, Software Development, Web Development, Visual Studio, ASP.NET, Web Applications, Unix Shell Scripting, Microsoft Office, Swing
Education
Louisiana State University and Agricultural and Mechanical College 2007 — 2009
Master of Science (M.S.), Engineering Science
jntu
Bachelor of Technology (BTech)
David Juergens's TD Ameritrade Experience Vice PresidentSantander Investment ServicesOctober 2013 - April 2015
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade Vice PresidentSantander Investment ServicesOctober 2013 - April 2015
M&T Bank December 2008 - September 2013
Skills
Portfolio Management, Banking, Investments, Retail Banking, Wealth Management, Financial Analysis, Asset Management, Mutual Funds
Education
York College of Pennsylvania 2002 — 2008
B.S. Business Administration, Finance, Management
LeTourneau University 1997 — 2000
Not as of Yet, Design Technology B.S. Life Coach
Hanover Senior High School
TD Ameritrade Vice PresidentSantander Investment ServicesOctober 2013 - April 2015
M&T Bank December 2008 - September 2013
Skills
Portfolio Management, Banking, Investments, Retail Banking, Wealth Management, Financial Analysis, Asset Management, Mutual Funds
Education
York College of Pennsylvania 2002 — 2008
B.S. Business Administration, Finance, Management
LeTourneau University 1997 — 2000
Not as of Yet, Design Technology B.S. Life Coach
Hanover Senior High School
Tracey Bielicki's TD Ameritrade Experience 1999 - 2003
Job Analyst at Scholastic
Industry Accounting
Experience
Scholastic October 2005 - Present
TD Ameritrade 1999 - 2003
Home Life Financial Insurance Company 1989 - 1999
Skills
Financial Analysis, Accounting, Finance, Process Improvement, Internal Controls, General Ledger, Business Analysis, Microsoft Excel, Project Management, Data Analysis, Bank Reconciliation, Accounting System, General Ledger..., Escheatment, Accounts..., Essbase, Analysis
Education
King's College 1985 — 1989
BS, Finance
Scholastic October 2005 - Present
TD Ameritrade 1999 - 2003
Home Life Financial Insurance Company 1989 - 1999
Skills
Financial Analysis, Accounting, Finance, Process Improvement, Internal Controls, General Ledger, Business Analysis, Microsoft Excel, Project Management, Data Analysis, Bank Reconciliation, Accounting System, General Ledger..., Escheatment, Accounts..., Essbase, Analysis
Education
King's College 1985 — 1989
BS, Finance
Ben Dominguez's TD Ameritrade Experience May 2009 - April 2010
Job HR Systems Analyst
Industry Human Resources
Experience
Trinity Industries May 2013 - Present
DynCorp International June 2010 - May 2013
TD Ameritrade May 2009 - April 2010
Disaster Restoration Services Corp. March 2007 - March 2009
Skills
Human Resources, Microsoft Excel, Training, PowerPoint, Recruiting, Visio, SharePoint, Program Management, PeopleSoft, Outlook, Access, Microsoft Word, Management, Analysis, Data Analysis, Data Entry, Leadership, Operations Management, Public Speaking, Applicant Tracking..., Onboarding, Talent Acquisition, HRIS, Microsoft Project, Project Planning, Project Management, MIS, Personnel Management
Education
Keiser University-Ft Lauderdale 2011 — 2015
Bachelor of Science, Management Information Systems, 3.8
American School 1996 — 2000
High School Diploma, General Studies
Trinity Industries May 2013 - Present
DynCorp International June 2010 - May 2013
TD Ameritrade May 2009 - April 2010
Disaster Restoration Services Corp. March 2007 - March 2009
Skills
Human Resources, Microsoft Excel, Training, PowerPoint, Recruiting, Visio, SharePoint, Program Management, PeopleSoft, Outlook, Access, Microsoft Word, Management, Analysis, Data Analysis, Data Entry, Leadership, Operations Management, Public Speaking, Applicant Tracking..., Onboarding, Talent Acquisition, HRIS, Microsoft Project, Project Planning, Project Management, MIS, Personnel Management
Education
Keiser University-Ft Lauderdale 2011 — 2015
Bachelor of Science, Management Information Systems, 3.8
American School 1996 — 2000
High School Diploma, General Studies
Janet M. Keim's TD Ameritrade Experience May 2012 - Present
Job Independent Wine Consultant at Traveling Vineyard
Industry Financial Services
Experience
Traveling Vineyard August 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade December 2007 - May 2012
Skills
Administrative..., Salesforce.com, Event Planning, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Leadership, Office Management, Administrative..., Customer Service, Crisis Management, Communications, Research, Sales Assistance, Sales, Product Demonstration, Wine Tasting, Wine Education, Investments, Management, Series 7, Financial Services, Communication
Education
Katherine Gibbs School
Business Administrative /Medical Assistant
Traveling Vineyard August 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade December 2007 - May 2012
Skills
Administrative..., Salesforce.com, Event Planning, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Leadership, Office Management, Administrative..., Customer Service, Crisis Management, Communications, Research, Sales Assistance, Sales, Product Demonstration, Wine Tasting, Wine Education, Investments, Management, Series 7, Financial Services, Communication
Education
Katherine Gibbs School
Business Administrative /Medical Assistant
Kuulani Seto's TD Ameritrade Experience December 1993 - December 2004
Job Program Coordinator
Industry Higher Education
Experience
University of Washington November 2007 - Present
State Farm Insurance January 2005 - March 2007
TD Ameritrade December 1993 - December 2004
Skills
Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Project Management, Insurance, Higher Education, Program Development, Analysis, Visio, Strategic Financial..., Accounting, Photoshop, Public Speaking, Program Evaluation, Event Planning, Microsoft Publisher, Photography, Fundraising, Health Insurance, Life Insurance, Options Principal, FINRA Series 7, Adobe Creative Suite, SharePoint, Office 365, Adobe Crea, General Securities...
Education
University of Washington 2010 — 2014
Kapiolani Community College
Associate's degree
University of Hawaii at Manoa
University of Washington November 2007 - Present
State Farm Insurance January 2005 - March 2007
TD Ameritrade December 1993 - December 2004
Skills
Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Project Management, Insurance, Higher Education, Program Development, Analysis, Visio, Strategic Financial..., Accounting, Photoshop, Public Speaking, Program Evaluation, Event Planning, Microsoft Publisher, Photography, Fundraising, Health Insurance, Life Insurance, Options Principal, FINRA Series 7, Adobe Creative Suite, SharePoint, Office 365, Adobe Crea, General Securities...
Education
University of Washington 2010 — 2014
Kapiolani Community College
Associate's degree
University of Hawaii at Manoa
Allen Ramirez's TD Ameritrade Experience 1997 - 2007
Job Finance Professional
Industry Financial Services
Experience
NASDAQ March 1995 - 2011
TD Ameritrade 1997 - 2007
Skills
Budgets, Capital Markets, Equities, Derivatives, Financial Analysis, Financial Modeling, Management, Series 7
Education
Long Island University 1992 — 1995
Associates, Economics
NASDAQ March 1995 - 2011
TD Ameritrade 1997 - 2007
Skills
Budgets, Capital Markets, Equities, Derivatives, Financial Analysis, Financial Modeling, Management, Series 7
Education
Long Island University 1992 — 1995
Associates, Economics
Kathryn Auletta's TD Ameritrade Experience June 2010 - September 2012
Job Pharmaceutical Sales Rep. at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline September 2012 - Present
TD Ameritrade June 2010 - September 2012
Bauer Inc. May 2008 - September 2008
Scope Construction Co., Inc. May 2007 - September 2007
Skills
Series 7, Mutual Funds, Investments, Equities, Series 63, Wealth Management, Portfolio Management, Fixed Income, Asset Allocation, Asset Managment
Education
Lehigh University 2006 — 2010
BA, Economics
GlaxoSmithKline September 2012 - Present
TD Ameritrade June 2010 - September 2012
Bauer Inc. May 2008 - September 2008
Scope Construction Co., Inc. May 2007 - September 2007
Skills
Series 7, Mutual Funds, Investments, Equities, Series 63, Wealth Management, Portfolio Management, Fixed Income, Asset Allocation, Asset Managment
Education
Lehigh University 2006 — 2010
BA, Economics
Sun Young Youn's TD Ameritrade Experience September 2015 - Present
Job Software Engineer at Experis
Industry Information Technology and Services
Experience
TD Ameritrade September 2015 - Present
Skills
SQL, J2EE Application..., EJB, JMS, HP Exstream, XML, Spring, Hibernate, JBoss Application Server, JUnit, Ant, ClearCase, JSP, Struts, Unix Shell Scripting, PostgreSQL, Log4J, Software Development, Agile Methodologies, Java, SDLC
Education
New York University 2003 — 2006
M.S, Computer Science
Kyung Hee University 1993 — 2001
B.Eng, M.Eng, Textile Engineering
TD Ameritrade September 2015 - Present
Skills
SQL, J2EE Application..., EJB, JMS, HP Exstream, XML, Spring, Hibernate, JBoss Application Server, JUnit, Ant, ClearCase, JSP, Struts, Unix Shell Scripting, PostgreSQL, Log4J, Software Development, Agile Methodologies, Java, SDLC
Education
New York University 2003 — 2006
M.S, Computer Science
Kyung Hee University 1993 — 2001
B.Eng, M.Eng, Textile Engineering
Denis Emelyanov's TD Ameritrade Experience August 2009 - May 2014
Job Senior QA Analyst (contractor) at Nuffield Health
Industry Information Technology and Services
Experience
Nuffield Health May 2014 - Present
TD Ameritrade August 2009 - May 2014
London Stock Exchange April 2009 - August 2009
Infinium Capital January 2009 - April 2009
Barclays August 2008 - January 2009
Thomson Reuters April 2008 - August 2008
Charles Schwab July 2004 - April 2008
Skills
Test Automation, Regression Testing, Testing, Software Quality..., Quality Assurance, Test Planning, Test Cases, Quality Center, Integration, HP Quality Center, JIRA, Defect Tracking, Automation, User Acceptance Testing, Test Strategy, System Testing, System Integration..., QTP, Manual Testing, Functional Testing, Automated Software..., HP QTP, Java, Selenium WebDriver, OpenCV, JavaFX, SalesForce, VBScript, RESTful WebServices, TestNG, XML, JSON, SQL, Trading Systems, Agile Methodologies, Scrum, Unit Testing, JavaScript, HTML, CSS, PHP, Linux, Forex, Capital Markets, Options Strategies, Futures Trading, FIX protocol
Education
Lomonosov Moscow State University (MSU) 1995 — 2002
Specialist, Inorganic Chemistry
Nuffield Health May 2014 - Present
TD Ameritrade August 2009 - May 2014
London Stock Exchange April 2009 - August 2009
Infinium Capital January 2009 - April 2009
Barclays August 2008 - January 2009
Thomson Reuters April 2008 - August 2008
Charles Schwab July 2004 - April 2008
Skills
Test Automation, Regression Testing, Testing, Software Quality..., Quality Assurance, Test Planning, Test Cases, Quality Center, Integration, HP Quality Center, JIRA, Defect Tracking, Automation, User Acceptance Testing, Test Strategy, System Testing, System Integration..., QTP, Manual Testing, Functional Testing, Automated Software..., HP QTP, Java, Selenium WebDriver, OpenCV, JavaFX, SalesForce, VBScript, RESTful WebServices, TestNG, XML, JSON, SQL, Trading Systems, Agile Methodologies, Scrum, Unit Testing, JavaScript, HTML, CSS, PHP, Linux, Forex, Capital Markets, Options Strategies, Futures Trading, FIX protocol
Education
Lomonosov Moscow State University (MSU) 1995 — 2002
Specialist, Inorganic Chemistry
Leslie George's TD Ameritrade Experience October 2007 - February 2009
Job Executive Assistant/ Healthcare Informatics Trainer
Industry Executive Office
Experience
NYC Department of Parks & Recreation March 2013 - Present
Access Staffing, Inc September 2012 - September 2012
1199 National Benefit Fund March 2011 - December 2011
1199 National Benefit Fund July 2010 - March 2011
TD Ameritrade October 2007 - February 2009
Skills
Spreadsheets, Human Resources, Software Documentation, PowerPoint, Insurance, Management, Data Entry, Outlook, Calendars, Benefits Administration, Access, Database Administration, Visio, Administration, Healthcare, Administrative...
Education
Long Island University, Brooklyn Campus 1980 — 1982
M.S., Elemtary Education
CUNY/Queens College 1977 — 1980
B.A., Education
Pohs Institute 1976 — 1977
Certificate, General Insurance Law
NYC Department of Parks & Recreation March 2013 - Present
Access Staffing, Inc September 2012 - September 2012
1199 National Benefit Fund March 2011 - December 2011
1199 National Benefit Fund July 2010 - March 2011
TD Ameritrade October 2007 - February 2009
Skills
Spreadsheets, Human Resources, Software Documentation, PowerPoint, Insurance, Management, Data Entry, Outlook, Calendars, Benefits Administration, Access, Database Administration, Visio, Administration, Healthcare, Administrative...
Education
Long Island University, Brooklyn Campus 1980 — 1982
M.S., Elemtary Education
CUNY/Queens College 1977 — 1980
B.A., Education
Pohs Institute 1976 — 1977
Certificate, General Insurance Law
Jermaine Rowe's TD Ameritrade Experience May 2011 - August 2011
Job L2 Desktop Support at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2012 - Present
Deutsche Bank August 2011 - February 2012
Deutsche Bank August 2011 - February 2012
TD Ameritrade May 2011 - August 2011
TD Ameritrade May 2011 - August 2011
Celgene October 2010 - March 2011
Celgene Corporation October 2010 - March 2011
City Lights Media June 2006 - October 2009
Eureka Networks May 2000 - January 2006
Skills
Desktop Support, Laptops, XP, Blackberry, Windows 7, Level 2, Servers, Active Directory, VPN, Disaster Recovery, DHCP, Technical Support, Windows XP, Hardware, Networking
Education
Kingsborough Community College
Morgan Stanley March 2012 - Present
Deutsche Bank August 2011 - February 2012
Deutsche Bank August 2011 - February 2012
TD Ameritrade May 2011 - August 2011
TD Ameritrade May 2011 - August 2011
Celgene October 2010 - March 2011
Celgene Corporation October 2010 - March 2011
City Lights Media June 2006 - October 2009
Eureka Networks May 2000 - January 2006
Skills
Desktop Support, Laptops, XP, Blackberry, Windows 7, Level 2, Servers, Active Directory, VPN, Disaster Recovery, DHCP, Technical Support, Windows XP, Hardware, Networking
Education
Kingsborough Community College
Van Lacey's TD Ameritrade Experience April 2009 - June 2010
Job Seeking new opportunities!
Industry Financial Services
Experience
GM Financial October 2014 - Present
Precious Lace November 2010 - January 2014
TD Ameritrade April 2009 - June 2010
Bank of America April 2007 - December 2008
Fidelity Investments August 1999 - April 2007
Skills
Compliance, Research, Outlook, Customer Service, Customer Relations, Excel, Process Improvement, Analysis, Spreadsheets, PowerPoint, Word, Documentation, Problem Solving, Microsoft Office, MS Office Suite, Loans, Asset, Data Entry, Mentoring, Software Documentation, Leadership, Project Planning, Coaching, Employee Relations, PeopleSoft, Microsoft Excel, Business Analysis, Change Management, Time Management, Leadership Development, Microsoft Word, Organizational..., Performance Management, Visio
Education
Lamar University 1993 — 1995
Bachelor of Science, Communications
GM Financial October 2014 - Present
Precious Lace November 2010 - January 2014
TD Ameritrade April 2009 - June 2010
Bank of America April 2007 - December 2008
Fidelity Investments August 1999 - April 2007
Skills
Compliance, Research, Outlook, Customer Service, Customer Relations, Excel, Process Improvement, Analysis, Spreadsheets, PowerPoint, Word, Documentation, Problem Solving, Microsoft Office, MS Office Suite, Loans, Asset, Data Entry, Mentoring, Software Documentation, Leadership, Project Planning, Coaching, Employee Relations, PeopleSoft, Microsoft Excel, Business Analysis, Change Management, Time Management, Leadership Development, Microsoft Word, Organizational..., Performance Management, Visio
Education
Lamar University 1993 — 1995
Bachelor of Science, Communications
Christian Schick's TD Ameritrade Experience June 2007 - February 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
Assistant Vice President at Merrill Edge December 2014 - May 2015
Veritas Wealth Management, LLC February 2014 - November 2014
TD Ameritrade June 2007 - February 2014
Ameriprise Financial Services, Inc. August 2003 - June 2007
Skills
Investments, Securities, Portfolio Management, ETFs, Investment Advisory, Investment Strategies, Equities, Finance, Fixed Annuities, Asset Management, Series 66, Hold Series 7, Options Strategies
Education
Louisiana State University 1996 — 2000
BS, International Trade and Finance, 3.5
Louisiana State University 1996 — 2000
Minor, Economics, 3.5
Scottrade May 2015 - Present
Assistant Vice President at Merrill Edge December 2014 - May 2015
Veritas Wealth Management, LLC February 2014 - November 2014
TD Ameritrade June 2007 - February 2014
Ameriprise Financial Services, Inc. August 2003 - June 2007
Skills
Investments, Securities, Portfolio Management, ETFs, Investment Advisory, Investment Strategies, Equities, Finance, Fixed Annuities, Asset Management, Series 66, Hold Series 7, Options Strategies
Education
Louisiana State University 1996 — 2000
BS, International Trade and Finance, 3.5
Louisiana State University 1996 — 2000
Minor, Economics, 3.5
Traice Popolo's TD Ameritrade Experience January 2001 - December 2007
Job
Industry Airlines/Aviation
Experience
North American Airlines January 2008 - Present
TD Ameritrade January 2001 - December 2007
TD Ameritrade Holding Corporation January 2001 - January 2007
CIBC WORLD MARKETS CORP. August 1997 - January 2001
Canadian Imperial Bank of Commerce January 1997 - January 2001
Education
Kingsborough Community College 2008 — 2009
Certification, Accounting
Plaza College
North American Airlines January 2008 - Present
TD Ameritrade January 2001 - December 2007
TD Ameritrade Holding Corporation January 2001 - January 2007
CIBC WORLD MARKETS CORP. August 1997 - January 2001
Canadian Imperial Bank of Commerce January 1997 - January 2001
Education
Kingsborough Community College 2008 — 2009
Certification, Accounting
Plaza College
Marissa DiTota's TD Ameritrade Experience January 2010 - Present
Job Sr Manager, Client Communications at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2010 - Present
TD Ameritrade April 2007 - January 2010
AIG SunAmerica March 2005 - April 2007
Morgan Stanley April 2001 - March 2005
Skills
Team Leadership, Program Management, Marketing Communications, Crisis Management, Mergers, Budget Management, Merger Communications, Integrated Marketing, Budgets, Mergers & Acquisitions
Education
Kean University
BS, Business Management
TD Ameritrade January 2010 - Present
TD Ameritrade April 2007 - January 2010
AIG SunAmerica March 2005 - April 2007
Morgan Stanley April 2001 - March 2005
Skills
Team Leadership, Program Management, Marketing Communications, Crisis Management, Mergers, Budget Management, Merger Communications, Integrated Marketing, Budgets, Mergers & Acquisitions
Education
Kean University
BS, Business Management
Jingwen (Grace) Wu's TD Ameritrade Experience May 2012 - August 2012
Job Internal Auditor II
Industry Information Technology and Services
Experience
eBay July 2015 - Present
Deloitte & Touche LLP April 2014 - July 2015
Deloitte & Touche LLP September 2013 - July 2015
LSU Center for Internal Auditing (LSUCIA) August 2012 - August 2013
TD Ameritrade May 2012 - August 2012
Management Department, Louisiana State University August 2011 - July 2012
Skills
Internal Audit, Human Resources, Internal Controls, Sarbanes-Oxley, Internal Audit..., Enterprise Risk..., Sarbanes-Oxley Act, Process Flow..., Software Asset..., Contract Risk Management, Compliance, Risk Management, Visio
Education
Louisiana State University 2011 — 2013
Master of Business Administration (MBA), Internal Auditing, ISDS Analysis
Xiamen University 2004 — 2008
Undergraduate, Human Resources Management/Personnel Administration
eBay July 2015 - Present
Deloitte & Touche LLP April 2014 - July 2015
Deloitte & Touche LLP September 2013 - July 2015
LSU Center for Internal Auditing (LSUCIA) August 2012 - August 2013
TD Ameritrade May 2012 - August 2012
Management Department, Louisiana State University August 2011 - July 2012
Skills
Internal Audit, Human Resources, Internal Controls, Sarbanes-Oxley, Internal Audit..., Enterprise Risk..., Sarbanes-Oxley Act, Process Flow..., Software Asset..., Contract Risk Management, Compliance, Risk Management, Visio
Education
Louisiana State University 2011 — 2013
Master of Business Administration (MBA), Internal Auditing, ISDS Analysis
Xiamen University 2004 — 2008
Undergraduate, Human Resources Management/Personnel Administration
Jill Yount's TD Ameritrade Experience October 2003 - October 2008
Job Sr. Administrative Assistant at Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins July 2011 - Present
Alliant Energy 2008 - 2011
TD Ameritrade October 2003 - October 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Purchasing, Process Improvement, Access, Budgets, Outlook, Training
Education
Kirkwood Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.)
Rockwell Collins July 2011 - Present
Alliant Energy 2008 - 2011
TD Ameritrade October 2003 - October 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Purchasing, Process Improvement, Access, Budgets, Outlook, Training
Education
Kirkwood Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.)
Kurt Pipes's TD Ameritrade Experience January 2007 - December 2007
Job Site IT Lead at Flint Hills Resources
Industry Information Technology and Services
Experience
Flint Hills Resources December 2013 - Present
Flint Hills Resources January 2008 - December 2013
TD Ameritrade January 2007 - December 2007
Skills
ASP.NET, VB.NET, jQuery, HTML5, CSS, Informatica, Visual Studio, TFS, Source Safe, JavaScript, T-SQL, PL/SQL, AJAX, Agile, EMF, LINQ, JSON
Education
Portland State University 2003 — 2006
BS, Information Systems
Lamar University
Chemical Engineering
Flint Hills Resources December 2013 - Present
Flint Hills Resources January 2008 - December 2013
TD Ameritrade January 2007 - December 2007
Skills
ASP.NET, VB.NET, jQuery, HTML5, CSS, Informatica, Visual Studio, TFS, Source Safe, JavaScript, T-SQL, PL/SQL, AJAX, Agile, EMF, LINQ, JSON
Education
Portland State University 2003 — 2006
BS, Information Systems
Lamar University
Chemical Engineering
Keith Prybylski, CRPC®'s TD Ameritrade Experience May 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
Abbey Capital January 2015 - May 2015
Merrill Lynch October 2008 - January 2015
Merrill Lynch April 2007 - October 2008
Verizon Wireless May 2005 - January 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Series 66, Financial Planning, Municipal Bonds, ETFs, Managed Money, Fixed Income, Life, Accident and..., FINRA
Education
Lehigh University 1998 — 2002
TD Ameritrade May 2015 - Present
Abbey Capital January 2015 - May 2015
Merrill Lynch October 2008 - January 2015
Merrill Lynch April 2007 - October 2008
Verizon Wireless May 2005 - January 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Series 66, Financial Planning, Municipal Bonds, ETFs, Managed Money, Fixed Income, Life, Accident and..., FINRA
Education
Lehigh University 1998 — 2002
Katie Angelino's TD Ameritrade Experience July 2012 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
Chase Investment Services August 2009 - July 2012
Ameriprise Financial Services, Inc. January 2006 - August 2009
Skills
Series 7, Investments, Asset Management, Series 4, Series 24, Series 53, Series 66, Sales Management, Investment Advisory, Series 63, Equities, Financial Advisory, Uniform Combined State..., Portfolio Management, Series 65, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Wealth Management
Education
Kansas State University 1998 — 2000
Master's degree, Cultural Studies/Critical Theory and Analysis
Kansas State University 1995 — 1998
Bachelor's degree, English Language and Literature, General
TD Ameritrade July 2012 - Present
Chase Investment Services August 2009 - July 2012
Ameriprise Financial Services, Inc. January 2006 - August 2009
Skills
Series 7, Investments, Asset Management, Series 4, Series 24, Series 53, Series 66, Sales Management, Investment Advisory, Series 63, Equities, Financial Advisory, Uniform Combined State..., Portfolio Management, Series 65, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Wealth Management
Education
Kansas State University 1998 — 2000
Master's degree, Cultural Studies/Critical Theory and Analysis
Kansas State University 1995 — 1998
Bachelor's degree, English Language and Literature, General
Jim Knittle's TD Ameritrade Experience
Job Senior Sales Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
Relationship Management, Wealth Management, Portfolio Management, Financial Services, Mutual Funds, Equities, Series 7, Securities
Education
Lafayette College 1973 — 1977
Bachelor's Degree, Government and Law
TD Ameritrade
Skills
Relationship Management, Wealth Management, Portfolio Management, Financial Services, Mutual Funds, Equities, Series 7, Securities
Education
Lafayette College 1973 — 1977
Bachelor's Degree, Government and Law
Jeff Zeitler's TD Ameritrade Experience February 2005 - June 2006
Job Shyp Satellite
Industry Consumer Services
Experience
Shyp February 2015 - Present
The Bubble Lounge June 2014 - March 2015
Crosstown February 2013 - April 2014
eBay Advertising September 2009 - February 2013
Morgan Stanley Wealth Management March 2012 - September 2012
UBS June 2007 - May 2009
TD Ameritrade February 2005 - June 2006
Chase July 2001 - April 2004
Skills
Customer Experience, Asset Allocation, Portfolio Assessment, Financial Advisory, Stock Trading, Banking, Brokerage, Relationship Management, Stocks, Mutual Funds, Options, Finance, Financial Risk, Investments, Trading, Bonds, Customer Service, Financial Services, Fixed Income, Leadership, Securities, Portfolio Management, Series 63, Series 7
Education
LIU Brooklyn 1998 — 1999
Marketing/Marketing Management
Saint Peter's University 1996 — 1998
Marketing
Shyp February 2015 - Present
The Bubble Lounge June 2014 - March 2015
Crosstown February 2013 - April 2014
eBay Advertising September 2009 - February 2013
Morgan Stanley Wealth Management March 2012 - September 2012
UBS June 2007 - May 2009
TD Ameritrade February 2005 - June 2006
Chase July 2001 - April 2004
Skills
Customer Experience, Asset Allocation, Portfolio Assessment, Financial Advisory, Stock Trading, Banking, Brokerage, Relationship Management, Stocks, Mutual Funds, Options, Finance, Financial Risk, Investments, Trading, Bonds, Customer Service, Financial Services, Fixed Income, Leadership, Securities, Portfolio Management, Series 63, Series 7
Education
LIU Brooklyn 1998 — 1999
Marketing/Marketing Management
Saint Peter's University 1996 — 1998
Marketing
John Thames's TD Ameritrade Experience January 1996 - February 2001
Job Management & Finance
Industry Financial Services
Experience
The Orleans Hotel & Casino May 2012 - October 2013
The Gold Coast Hotel & Casino November 2004 - April 2010
Private March 2001 - October 2004
TD Ameritrade January 1996 - February 2001
Private April 1990 - April 1994
Education
Lamar University 1987 — 1995
Bachelor of Business Administration (BBA), Finance, General, 3.0
The Orleans Hotel & Casino May 2012 - October 2013
The Gold Coast Hotel & Casino November 2004 - April 2010
Private March 2001 - October 2004
TD Ameritrade January 1996 - February 2001
Private April 1990 - April 1994
Education
Lamar University 1987 — 1995
Bachelor of Business Administration (BBA), Finance, General, 3.0
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.