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
Kristen Bernady Kristen Bernady's TD Ameritrade Experience September 2012 - Present
Job Sr. Program Specialist, Tempo/Teradata Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
TD Ameritrade September 2006 - September 2012
TD Ameritrade August 2005 - September 2006
TD Ameritrade May 1999 - August 2005
Skills
Marketing, Project Management, Analytics, Process Improvement, Analysis, Management, Strategy, Marketing Strategy, Leadership, Business Analysis, Editing, Integrated Marketing, Vendor Management, Relationship Management, Process Management, Communication, Copy Editing, Copywriting, Forms Development, Social Media Marketing, Marketing Communications, Digital Asset Management, Special Education, Elementary Education, Mental Health
Education
University of Nebraska at Omaha 2001 — 2006
Bachelor of Science (BS), Journalism, Public Relations, and Advertising
Metropolitan Community College 2011 — 2012
Early Childhood Education and Teaching
TD Ameritrade September 2012 - Present
TD Ameritrade September 2006 - September 2012
TD Ameritrade August 2005 - September 2006
TD Ameritrade May 1999 - August 2005
Skills
Marketing, Project Management, Analytics, Process Improvement, Analysis, Management, Strategy, Marketing Strategy, Leadership, Business Analysis, Editing, Integrated Marketing, Vendor Management, Relationship Management, Process Management, Communication, Copy Editing, Copywriting, Forms Development, Social Media Marketing, Marketing Communications, Digital Asset Management, Special Education, Elementary Education, Mental Health
Education
University of Nebraska at Omaha 2001 — 2006
Bachelor of Science (BS), Journalism, Public Relations, and Advertising
Metropolitan Community College 2011 — 2012
Early Childhood Education and Teaching
Michael Red Michael Red's TD Ameritrade Experience January 2013 - June 2014
Job Customer Service Associate at Blue Cross and Blue Shield of Nebraska
Industry Financial Services
Experience
Jewish Community Center August 2013 - Present
Blue Cross and Blue Shield of Nebraska July 2013 - Present
TD Ameritrade January 2013 - June 2014
TD Ameritrade September 2012 - January 2013
Lincoln Financial Group July 2012 - September 2012
Mutual of Omaha December 2007 - December 2011
Skills
Computer-savvy, Communication, Microsoft Platform, Highly responsible, Always Punctual, Cross Selling, Customer Service, Organizational..., Analyzation, Communication Skills..., Stock Market, Numeracy, Research, Basic Accounting, Competitive, Friendly Personality, Basketball Coaching, Personal Appearances, Positive Can-do Attitude, Interpersonal Skill, Motivated self-starter, Sales, Resiliency, Persistence, Patience, Interviewing Skills, Works well in a team, Work Under Minimal..., Retirement Plan..., Stock Trading, Stock Research, Sports Enthusiast, Determined to Succeed, Problem Solving, Recognising own..., Highly resourceful, Demonstrating leadership, Social Networking, Financial Understanding, Coordinating Activities, Adaptable to Changes, Innovativeness, Goal Oriented, Committed to..., Ability to cope with..., Creative, Fast Thinker, Insurance Background, Term Life Insurance, Underwriting
Education
Metropolitan Community College
Accounting and Finance
Northwest High School 1998 — 2002
Diploma
Jewish Community Center August 2013 - Present
Blue Cross and Blue Shield of Nebraska July 2013 - Present
TD Ameritrade January 2013 - June 2014
TD Ameritrade September 2012 - January 2013
Lincoln Financial Group July 2012 - September 2012
Mutual of Omaha December 2007 - December 2011
Skills
Computer-savvy, Communication, Microsoft Platform, Highly responsible, Always Punctual, Cross Selling, Customer Service, Organizational..., Analyzation, Communication Skills..., Stock Market, Numeracy, Research, Basic Accounting, Competitive, Friendly Personality, Basketball Coaching, Personal Appearances, Positive Can-do Attitude, Interpersonal Skill, Motivated self-starter, Sales, Resiliency, Persistence, Patience, Interviewing Skills, Works well in a team, Work Under Minimal..., Retirement Plan..., Stock Trading, Stock Research, Sports Enthusiast, Determined to Succeed, Problem Solving, Recognising own..., Highly resourceful, Demonstrating leadership, Social Networking, Financial Understanding, Coordinating Activities, Adaptable to Changes, Innovativeness, Goal Oriented, Committed to..., Ability to cope with..., Creative, Fast Thinker, Insurance Background, Term Life Insurance, Underwriting
Education
Metropolitan Community College
Accounting and Finance
Northwest High School 1998 — 2002
Diploma
Amanda DeWitt's TD Ameritrade Experience May 2007 - June 2008
Job LifeCafe Team Member at Life Time Fitness, Freelance Writer, Blogger and Nutrition/Fitness Enthusiast
Industry Health, Wellness and Fitness
Experience
Life Time Fitness September 2013 - Present
Diary of a Semi-Health Nut April 2010 - Present
LifeHack.org August 2013 - Present
Creation Based Health August 2013 - November 2014
Jo-on-the-Go November 2008 - October 2012
Buffalo Wild Wings August 2009 - September 2012
Chili's April 2006 - August 2009
TD Ameritrade May 2007 - June 2008
Bank of the West August 2005 - April 2007
Methodist Hospitals May 2004 - July 2005
Skills
Blogging, Baking, Cooking, Running, Nutrition Education, Nutrition, Dietetics, Nutritional Counseling, Health Education, Fitness, Wellness Coaching, Facebook, Wellness, Sports Nutrition, Social Networking, Creative Writing, Recipes, Event Planning, Lifestyle, Health Promotion, Freelance Writing, Social Media, Blogger
Education
Metropolitan Community College 2008 — 2012
Associate of Science (A.S.)
University of Nebraska-Lincoln 2011 — 2017
Bachelor of Applied Science (B.A.Sc.), Dietetics/Dietitian
Life Time Fitness September 2013 - Present
Diary of a Semi-Health Nut April 2010 - Present
LifeHack.org August 2013 - Present
Creation Based Health August 2013 - November 2014
Jo-on-the-Go November 2008 - October 2012
Buffalo Wild Wings August 2009 - September 2012
Chili's April 2006 - August 2009
TD Ameritrade May 2007 - June 2008
Bank of the West August 2005 - April 2007
Methodist Hospitals May 2004 - July 2005
Skills
Blogging, Baking, Cooking, Running, Nutrition Education, Nutrition, Dietetics, Nutritional Counseling, Health Education, Fitness, Wellness Coaching, Facebook, Wellness, Sports Nutrition, Social Networking, Creative Writing, Recipes, Event Planning, Lifestyle, Health Promotion, Freelance Writing, Social Media, Blogger
Education
Metropolitan Community College 2008 — 2012
Associate of Science (A.S.)
University of Nebraska-Lincoln 2011 — 2017
Bachelor of Applied Science (B.A.Sc.), Dietetics/Dietitian
Joshua Passler Joshua Passler's TD Ameritrade Experience March 2014 - Present
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
SURPASS Fit August 2013 - Present
SAC Federal Credit Union December 2011 - Present
SAC Federal Credit Union December 2011 - Present
Banker, Wells Fargo September 2011 - December 2011
Wells Fargo December 2009 - August 2011
Mail Solutions August 2009 - November 2009
Gallup February 2009 - August 2009
Skills
Outlook, Banking, Credit, Financial Analysis, Loans, Underwriting, CRM software, Microsoft Office, Mac OS X, Adobe Acrobat, Adobe Software, Sales
Education
University of Nebraska 2008 — 2011
Bachelor, Business Administration; Marketing
University of Nebraska 2008 — 2011
Bachelor, Business Administration; Marketing
Metropolitan Community College 2006 — 2008
Associates of Applied Science, Business Administration and Management, General
Metropolitan Community College, Nebraska
Associates of Applied Science, Business Administration
TD Ameritrade March 2014 - Present
SURPASS Fit August 2013 - Present
SAC Federal Credit Union December 2011 - Present
SAC Federal Credit Union December 2011 - Present
Banker, Wells Fargo September 2011 - December 2011
Wells Fargo December 2009 - August 2011
Mail Solutions August 2009 - November 2009
Gallup February 2009 - August 2009
Skills
Outlook, Banking, Credit, Financial Analysis, Loans, Underwriting, CRM software, Microsoft Office, Mac OS X, Adobe Acrobat, Adobe Software, Sales
Education
University of Nebraska 2008 — 2011
Bachelor, Business Administration; Marketing
University of Nebraska 2008 — 2011
Bachelor, Business Administration; Marketing
Metropolitan Community College 2006 — 2008
Associates of Applied Science, Business Administration and Management, General
Metropolitan Community College, Nebraska
Associates of Applied Science, Business Administration
Cesar Arredondo Cesar Arredondo's TD Ameritrade Experience September 2000 - October 2002
Job Casino Operations Table Games Supervisor at Ameristar Casino
Industry Gambling & Casinos
Experience
Ameristar Casinos, Inc. April 2013 - Present
Ameristar Casino July 2012 - Present
Ameristar Casino May 2004 - July 2012
PayPal October 2002 - June 2003
TD Ameritrade September 2000 - October 2002
Skills
Casino, Entrepreneurship, Gaming Industry, Poker, Casino Gaming, VIP, Business Development, Online Gaming, Customer Service, Leadership, Lean processes, Team Building, Customer Satisfaction, Management
Education
University of Nebraska at Omaha 2009 — 2012
In process, Accounting/Finance
Metropolitan Community College 2009 — 2011
Business Transfer, Accounting and Business/Management
Ameristar Casinos, Inc. April 2013 - Present
Ameristar Casino July 2012 - Present
Ameristar Casino May 2004 - July 2012
PayPal October 2002 - June 2003
TD Ameritrade September 2000 - October 2002
Skills
Casino, Entrepreneurship, Gaming Industry, Poker, Casino Gaming, VIP, Business Development, Online Gaming, Customer Service, Leadership, Lean processes, Team Building, Customer Satisfaction, Management
Education
University of Nebraska at Omaha 2009 — 2012
In process, Accounting/Finance
Metropolitan Community College 2009 — 2011
Business Transfer, Accounting and Business/Management
Abdoul Songne's TD Ameritrade Experience September 2013 - December 2013
Job Lead Staff Accountant at Kiewit
Industry Construction
Experience
Kiewit October 2014 - Present
US Army January 2011 - Present
ConAgra Foods November 2013 - October 2014
TD Ameritrade September 2013 - December 2013
Airlite Plastics Co June 2009 - August 2013
American National Bank November 2012 - July 2013
Maverick Banking Association December 2012 - May 2013
Skills
bilingual French-English, Teamwork, Spanish, English, Time Management, Economics, French, Analytical Skills, Market Research, Critical Thinking, Business, Goal Oriented, Translation, Editing, Intercultural..., International Relations, Team-oriented, People Skills, Teaching, International Business, Market Analysis, Leadership, Consumer Lending, Data Analysis, Customer Service, Microsoft Word, Public Speaking, Training, Sales, Leadership Development, Management, PowerPoint, Access, Team Leadership, Finance, Team Building, Social Networking, Microsoft Excel, Microsoft Office, Multilingual, Analysis, Project Planning, Strategic Planning, Process Improvement, Human Resources, Outlook, Financial Analysis, Banking, Research
Education
University of Nebraska at Omaha 2013 — 2015
Master of Business Administration (MBA), International Business
University of Nebraska at Omaha 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Banking and Portfolio management
Metropolitan Community College 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Kiewit October 2014 - Present
US Army January 2011 - Present
ConAgra Foods November 2013 - October 2014
TD Ameritrade September 2013 - December 2013
Airlite Plastics Co June 2009 - August 2013
American National Bank November 2012 - July 2013
Maverick Banking Association December 2012 - May 2013
Skills
bilingual French-English, Teamwork, Spanish, English, Time Management, Economics, French, Analytical Skills, Market Research, Critical Thinking, Business, Goal Oriented, Translation, Editing, Intercultural..., International Relations, Team-oriented, People Skills, Teaching, International Business, Market Analysis, Leadership, Consumer Lending, Data Analysis, Customer Service, Microsoft Word, Public Speaking, Training, Sales, Leadership Development, Management, PowerPoint, Access, Team Leadership, Finance, Team Building, Social Networking, Microsoft Excel, Microsoft Office, Multilingual, Analysis, Project Planning, Strategic Planning, Process Improvement, Human Resources, Outlook, Financial Analysis, Banking, Research
Education
University of Nebraska at Omaha 2013 — 2015
Master of Business Administration (MBA), International Business
University of Nebraska at Omaha 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Banking and Portfolio management
Metropolitan Community College 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Andrew Cho Andrew Cho's TD Ameritrade Experience September 2014 - Present
Job Vulnerability & Threat Mangement Engineer at TD Ameritrade
Industry Banking
Experience
TD Ameritrade September 2014 - Present
3i Infotech September 2013 - August 2014
Marcum Technology LLC April 2013 - August 2013
J.M. Huber Corporation January 2005 - April 2013
PC and PCs October 2003 - November 2004
Trinity Illumina, LLC October 2002 - September 2003
Cornick, Garber & Sandler, LLP June 2001 - August 2002
Alphanet Solutions March 1999 - May 2001
Select Systems, Inc. October 1997 - February 1999
Skills
Security: Checkpoint..., Security: McAfee..., Security Vulnerability:..., RSA Security, Networking & Security:..., Networking: NetQoS, VPN: Dell Sonicwall..., Mobile Technology:..., Security, McAfee, PMP, Solution Architecture, Change Management, Project Management, Disaster Recovery, Information Technology, IT Strategy, VMware, Computer Security, Business Continuity, Cisco Technologies, Information Security
Education
Manhattan College 1991 — 1995
Bachelor of Science (BS), Mathematics and Computer Science
York University
Bachelor of Arts (BA), Computer Science
TD Ameritrade September 2014 - Present
3i Infotech September 2013 - August 2014
Marcum Technology LLC April 2013 - August 2013
J.M. Huber Corporation January 2005 - April 2013
PC and PCs October 2003 - November 2004
Trinity Illumina, LLC October 2002 - September 2003
Cornick, Garber & Sandler, LLP June 2001 - August 2002
Alphanet Solutions March 1999 - May 2001
Select Systems, Inc. October 1997 - February 1999
Skills
Security: Checkpoint..., Security: McAfee..., Security Vulnerability:..., RSA Security, Networking & Security:..., Networking: NetQoS, VPN: Dell Sonicwall..., Mobile Technology:..., Security, McAfee, PMP, Solution Architecture, Change Management, Project Management, Disaster Recovery, Information Technology, IT Strategy, VMware, Computer Security, Business Continuity, Cisco Technologies, Information Security
Education
Manhattan College 1991 — 1995
Bachelor of Science (BS), Mathematics and Computer Science
York University
Bachelor of Arts (BA), Computer Science
Alicia Slama Alicia Slama's TD Ameritrade Experience August 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
TD Ameritrade August 2015 - Present
TD Ameritrade November 2014 - July 2015
TD Ameritrade June 2014 - November 2014
TD Ameritrade April 2014 - June 2014
TD Ameritrade August 2007 - April 2014
Skills
Committed to..., Customer Service, Investment Advisory, Leadership, Marketing, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Sales, Stocks, Strategic Planning, Management, Microsoft Word, Public Speaking, Social Media, Event Planning
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor's degree, Marketing/Marketing Management, General
Metropolitan Community College 2007 — 2011
Associate's degree, Business/Commerce, General
millard north high school
TD Ameritrade August 2015 - Present
TD Ameritrade November 2014 - July 2015
TD Ameritrade June 2014 - November 2014
TD Ameritrade April 2014 - June 2014
TD Ameritrade August 2007 - April 2014
Skills
Committed to..., Customer Service, Investment Advisory, Leadership, Marketing, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Sales, Stocks, Strategic Planning, Management, Microsoft Word, Public Speaking, Social Media, Event Planning
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor's degree, Marketing/Marketing Management, General
Metropolitan Community College 2007 — 2011
Associate's degree, Business/Commerce, General
millard north high school
Amanda (Mandy) Gilmore Amanda (Mandy) Gilmore's TD Ameritrade Experience January 2010 - April 2010
Job PayPal Debit Card Solutions Teammate
Industry Human Resources
Experience
PayPal July 2014 - Present
Midwest Geriatrics January 2014 - May 2014
Pacific Interpreters, a LanguageLine Solutions Company May 2010 - December 2013
TD Ameritrade January 2010 - April 2010
Wells Fargo October 2007 - October 2009
Sitel April 2007 - September 2007
QuikTrip July 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Google Docs, Cash Handling Experience, Records Management, 10 Key, Typing, Soft Skills, People Skills, Data Entry, Outlook, Critical Thinking, Team Leadership
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources, Managment, & Marketing
Metropolitan Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Metropolitan Community College 2005 — 2008
Associate of Science (A.S.), Criminal Justice and Corrections
Omaha Northwest High School 2001 — 2005
High School Diploma, General Education
PayPal July 2014 - Present
Midwest Geriatrics January 2014 - May 2014
Pacific Interpreters, a LanguageLine Solutions Company May 2010 - December 2013
TD Ameritrade January 2010 - April 2010
Wells Fargo October 2007 - October 2009
Sitel April 2007 - September 2007
QuikTrip July 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Google Docs, Cash Handling Experience, Records Management, 10 Key, Typing, Soft Skills, People Skills, Data Entry, Outlook, Critical Thinking, Team Leadership
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources, Managment, & Marketing
Metropolitan Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Metropolitan Community College 2005 — 2008
Associate of Science (A.S.), Criminal Justice and Corrections
Omaha Northwest High School 2001 — 2005
High School Diploma, General Education
Kyle Christensen Kyle Christensen's TD Ameritrade Experience July 2014 - Present
Job Operations Reporting & Metrics Analyst II
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade September 2013 - July 2014
TD Ameritrade September 2009 - September 2013
TD Ameritrade May 2008 - September 2009
TD Ameritrade September 2007 - May 2008
Education
Creighton Preparatory School 1997 — 2001
Metropolitan Community College
University of Nebraska at Omaha
TD Ameritrade July 2014 - Present
TD Ameritrade September 2013 - July 2014
TD Ameritrade September 2009 - September 2013
TD Ameritrade May 2008 - September 2009
TD Ameritrade September 2007 - May 2008
Education
Creighton Preparatory School 1997 — 2001
Metropolitan Community College
University of Nebraska at Omaha
Teddy Jeong Teddy Jeong's TD Ameritrade Experience August 2000 - September 2001
Job Accounts Payable Analyst at ServerCentral
Industry Accounting
Experience
ServerCentral October 2012 - Present
iNetworks Group, Inc. January 2010 - September 2012
Ogilvy Public Relations Worldwide June 2008 - June 2009
Verizon Business January 2007 - May 2008
Knightsbridge Solutions LLC August 2006 - January 2007
Classified Ventures September 2003 - June 2006
MTV Networks October 2001 - August 2003
TD Ameritrade August 2000 - September 2001
Northern Trust Corporation June 1999 - May 2000
Skills
Microsoft Excel, QuickBooks, Maconomy, PeopleSoft, Salesforce.com, Business Objects, MAX Query, Captools, Microsoft Word, Outlook, Windows 7, Microsoft Access, Visual, Mozilla, Firefox, Internet Ex, Crystal Reports
Education
Loyola University of Chicago 1995 — 1999
Bachelor of Arts (BA), Accounting and Finance
ServerCentral October 2012 - Present
iNetworks Group, Inc. January 2010 - September 2012
Ogilvy Public Relations Worldwide June 2008 - June 2009
Verizon Business January 2007 - May 2008
Knightsbridge Solutions LLC August 2006 - January 2007
Classified Ventures September 2003 - June 2006
MTV Networks October 2001 - August 2003
TD Ameritrade August 2000 - September 2001
Northern Trust Corporation June 1999 - May 2000
Skills
Microsoft Excel, QuickBooks, Maconomy, PeopleSoft, Salesforce.com, Business Objects, MAX Query, Captools, Microsoft Word, Outlook, Windows 7, Microsoft Access, Visual, Mozilla, Firefox, Internet Ex, Crystal Reports
Education
Loyola University of Chicago 1995 — 1999
Bachelor of Arts (BA), Accounting and Finance
Keyonna Coburn's TD Ameritrade Experience April 2006 - July 2008
Job Digital Account Manager
Industry Information Technology and Services
Experience
Rackspace, the #1 managed cloud company September 2015 - Present
Rackspace, the Open Cloud Company November 2013 - Present
Rackspace, the Open Cloud Company April 2012 - November 2013
Accent October 2008 - April 2012
TD Ameritrade April 2006 - July 2008
Skills
Internal Audit, Continuous Improvement, Accounts Receivable, Accounts Payable, Account Reconciliation, Previously worked with..., System Implementations, Customer Service, Brand Development, Compliance, Consulting, Financial Risk, HIPAA, Interviews, Negotiation, Microsoft Office, Microsoft Word, Underwriting, Salesforce.com, Management, Strategic Planning, Process Improvement, Sales, Team Leadership, Team Building, Account Management, Leadership
Education
Metropolitan Community College 1997 — 1997
Accounting
Benson High School 1992 — 1995
Rackspace, the #1 managed cloud company September 2015 - Present
Rackspace, the Open Cloud Company November 2013 - Present
Rackspace, the Open Cloud Company April 2012 - November 2013
Accent October 2008 - April 2012
TD Ameritrade April 2006 - July 2008
Skills
Internal Audit, Continuous Improvement, Accounts Receivable, Accounts Payable, Account Reconciliation, Previously worked with..., System Implementations, Customer Service, Brand Development, Compliance, Consulting, Financial Risk, HIPAA, Interviews, Negotiation, Microsoft Office, Microsoft Word, Underwriting, Salesforce.com, Management, Strategic Planning, Process Improvement, Sales, Team Leadership, Team Building, Account Management, Leadership
Education
Metropolitan Community College 1997 — 1997
Accounting
Benson High School 1992 — 1995
Jennifer Smalley Jennifer Smalley's TD Ameritrade Experience May 1995 - January 2004
Job Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education June 2007 - Present
TD Ameritrade May 1995 - January 2004
Skills
Staff Development, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Curriculum Design, Investments, Project Management, Teaching, Curriculum Development, Lesson Planning, Tutoring, Differentiated..., Educational Leadership, Special Education
Education
Mercy College 2007 — 2009
Master's degree, Urban Education
Rutgers University-New Brunswick 1992 — 1997
BA, English/Italian
NYC Department of Education June 2007 - Present
TD Ameritrade May 1995 - January 2004
Skills
Staff Development, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Curriculum Design, Investments, Project Management, Teaching, Curriculum Development, Lesson Planning, Tutoring, Differentiated..., Educational Leadership, Special Education
Education
Mercy College 2007 — 2009
Master's degree, Urban Education
Rutgers University-New Brunswick 1992 — 1997
BA, English/Italian
Heather Irvin (Claussen-Tow)'s TD Ameritrade Experience March 2008 - Present
Job Corporate Action Specialist and Entrepreneur
Industry Financial Services
Experience
TD Ameritrade March 2008 - Present
Oriental Trading Company 2006 - 2008
Ralston Public Schools 2003 - 2006
Osco Drug 1996 - 2004
Skills
Series 7, Series 63, Securities, Equities, FINRA, Options, Trading
Education
University of Nebraska at Omaha 1990 — 2003
BGS, Business Administration
Metropolitan Community College 2000 — 2001
Associates, Fine Arts
TD Ameritrade March 2008 - Present
Oriental Trading Company 2006 - 2008
Ralston Public Schools 2003 - 2006
Osco Drug 1996 - 2004
Skills
Series 7, Series 63, Securities, Equities, FINRA, Options, Trading
Education
University of Nebraska at Omaha 1990 — 2003
BGS, Business Administration
Metropolitan Community College 2000 — 2001
Associates, Fine Arts
Damian Sienkiewicz Damian Sienkiewicz's TD Ameritrade Experience April 1999 - January 2005
Job 401k External Wholesaler at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha May 2014 - Present
Bronze Eagle Properties, LLC May 2003 - Present
CareerBuilder.com February 2013 - May 2014
ING July 2005 - January 2013
The Bukaty Companies January 2005 - July 2005
TD Ameritrade April 1999 - January 2005
Skills
Recruiting, Insurance, Cold Calling, Mutual Funds, Applicant Tracking..., Series 7, Financial Services, Sales, Investments, Internet Recruiting, Technical Recruiting, Employer Branding, Series 63, Sales Management, Sales Presentations, Job Descriptions, Email Marketing, Direct Sales, Hiring Employees, Employee Engagement, SEO, Wealth Management, Portfolio Management, 401K, Relationship Building, Executive Level..., Real Estate Development, Team Building, Building Relationships, Temporary Placement, College Recruiting, 401k
Education
Marquette University 1994 — 1998
Bachelor's degree, Double Major in Finance and Management, 3.6
Mutual of Omaha May 2014 - Present
Bronze Eagle Properties, LLC May 2003 - Present
CareerBuilder.com February 2013 - May 2014
ING July 2005 - January 2013
The Bukaty Companies January 2005 - July 2005
TD Ameritrade April 1999 - January 2005
Skills
Recruiting, Insurance, Cold Calling, Mutual Funds, Applicant Tracking..., Series 7, Financial Services, Sales, Investments, Internet Recruiting, Technical Recruiting, Employer Branding, Series 63, Sales Management, Sales Presentations, Job Descriptions, Email Marketing, Direct Sales, Hiring Employees, Employee Engagement, SEO, Wealth Management, Portfolio Management, 401K, Relationship Building, Executive Level..., Real Estate Development, Team Building, Building Relationships, Temporary Placement, College Recruiting, 401k
Education
Marquette University 1994 — 1998
Bachelor's degree, Double Major in Finance and Management, 3.6
Nathan Stark Nathan Stark's TD Ameritrade Experience October 2009 - September 2014
Job Marketing Support Coordinator at West Corporation
Industry Financial Services
Experience
West Corporation September 2014 - Present
TD Ameritrade October 2009 - September 2014
TD Ameritrade August 2008 - October 2009
Skills
Series 7, Series 63, Photoshop, Illustrator, InDesign, Flash, Dreamweaver
Education
University of Nebraska at Kearney 2004 — 2007
Bachelor of Science (BS), Industrial Distribution
Metropolitan Community College
Associate of Arts (A.A.), Graphic Design
West Corporation September 2014 - Present
TD Ameritrade October 2009 - September 2014
TD Ameritrade August 2008 - October 2009
Skills
Series 7, Series 63, Photoshop, Illustrator, InDesign, Flash, Dreamweaver
Education
University of Nebraska at Kearney 2004 — 2007
Bachelor of Science (BS), Industrial Distribution
Metropolitan Community College
Associate of Arts (A.A.), Graphic Design
Ben Cap Ben Cap's TD Ameritrade Experience January 2014 - Present
Job TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade January 2014 - Present
Skills
Project Management, Troubleshooting, Software Documentation, Quality Assurance, Analysis, Strategy, Process Improvement, Technical Support, Network Administration, Business Analysis, Integration, Management, Microsoft Office, Program Management, Requirements Analysis, SDLC, Vendor Management
Education
Metropolitan Community College 2012 — 2014
Information Technology, Windows Server Administration
Central High School 1998 — 2001
Diploma
TD Ameritrade January 2014 - Present
Skills
Project Management, Troubleshooting, Software Documentation, Quality Assurance, Analysis, Strategy, Process Improvement, Technical Support, Network Administration, Business Analysis, Integration, Management, Microsoft Office, Program Management, Requirements Analysis, SDLC, Vendor Management
Education
Metropolitan Community College 2012 — 2014
Information Technology, Windows Server Administration
Central High School 1998 — 2001
Diploma
Benjamin Ashby's TD Ameritrade Experience May 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade May 2014 - Present
T. Rowe Price August 2013 - May 2014
T. Rowe Price October 2010 - August 2013
T. Rowe Price April 2010 - October 2010
Skills
Series 7, Series 63, Series 6, Series 66, Uniform Combined State..., Investments, Series 24, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management
Education
Loyola University Maryland
Loyola University Maryland
Towson University
Bachelor's degree, Business Administration and Management, General
TD Ameritrade May 2014 - Present
T. Rowe Price August 2013 - May 2014
T. Rowe Price October 2010 - August 2013
T. Rowe Price April 2010 - October 2010
Skills
Series 7, Series 63, Series 6, Series 66, Uniform Combined State..., Investments, Series 24, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management
Education
Loyola University Maryland
Loyola University Maryland
Towson University
Bachelor's degree, Business Administration and Management, General
Bill Koonce Bill Koonce's TD Ameritrade Experience October 2014 - May 2015
Job New Business Specialist at NorthStar Financial Services Group, LLC
Industry Investment Management
Experience
NorthStar Financial Services Group, LLC June 2015 - Present
TD Ameritrade October 2014 - May 2015
Westdale Asset Management April 2012 - October 2014
Building Bright Futures January 2011 - December 2011
Borders April 2009 - September 2011
Baker's October 2004 - January 2008
Skills
Customer Satisfaction, Management, Mathematics, Customer Service, Customer Service..., Team Management, Office Administration, Personal Budgeting, Microsoft Office, Positive Personality, PowerPoint, Creative Writing, Teamwork, Microsoft Word, Microsoft Excel, Data Analysis, Time Management, Social Media, Event Planning, Outlook, Apartments, Facebook, Teaching, Research, Communication Skills, Editing, Public Speaking, Yardi Property..., Community Outreach
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor's Degree, General Studies - Business Administration, concentration in Accounting and Mathematics
Metropolitan Community College 2005 — 2007
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
NorthStar Financial Services Group, LLC June 2015 - Present
TD Ameritrade October 2014 - May 2015
Westdale Asset Management April 2012 - October 2014
Building Bright Futures January 2011 - December 2011
Borders April 2009 - September 2011
Baker's October 2004 - January 2008
Skills
Customer Satisfaction, Management, Mathematics, Customer Service, Customer Service..., Team Management, Office Administration, Personal Budgeting, Microsoft Office, Positive Personality, PowerPoint, Creative Writing, Teamwork, Microsoft Word, Microsoft Excel, Data Analysis, Time Management, Social Media, Event Planning, Outlook, Apartments, Facebook, Teaching, Research, Communication Skills, Editing, Public Speaking, Yardi Property..., Community Outreach
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor's Degree, General Studies - Business Administration, concentration in Accounting and Mathematics
Metropolitan Community College 2005 — 2007
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Kathleen Larkins Kathleen Larkins's TD Ameritrade Experience July 2006 - September 2006
Job Actively Seeking Employment
Industry Information Technology and Services
Experience
Royal Bank of Scotland October 2013 - March 2014
Lloyds Banking Group August 2012 - September 2013
Lloyds Banking Group February 2012 - August 2012
Lloyds Banking Group May 2011 - February 2012
Tesco Bank January 2011 - May 2011
Lloyds TSB June 2010 - December 2010
Lloyds TSB December 2009 - May 2010
Royal Bank of Scotland September 2009 - December 2009
British Telecom Professional Services 2005 - 2007
TD Ameritrade July 2006 - September 2006
Skills
Project Management, PMO, Business Process, Microsoft Office, Governance, Project Delivery, Change Management, Stakeholder Management, Project Finance, Financial Projection, Financial Reporting, Financial Analysis, Data Analysis, Project Planning, MS Project, Project Coordination, Management, Integration
Education
Marymount University 1998 — 2002
BS, Information Systems
Elizabeth Seton High School 1994 — 1998
Royal Bank of Scotland October 2013 - March 2014
Lloyds Banking Group August 2012 - September 2013
Lloyds Banking Group February 2012 - August 2012
Lloyds Banking Group May 2011 - February 2012
Tesco Bank January 2011 - May 2011
Lloyds TSB June 2010 - December 2010
Lloyds TSB December 2009 - May 2010
Royal Bank of Scotland September 2009 - December 2009
British Telecom Professional Services 2005 - 2007
TD Ameritrade July 2006 - September 2006
Skills
Project Management, PMO, Business Process, Microsoft Office, Governance, Project Delivery, Change Management, Stakeholder Management, Project Finance, Financial Projection, Financial Reporting, Financial Analysis, Data Analysis, Project Planning, MS Project, Project Coordination, Management, Integration
Education
Marymount University 1998 — 2002
BS, Information Systems
Elizabeth Seton High School 1994 — 1998
Boca Scott's TD Ameritrade Experience September 2007 - May 2009
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Self-employed 2005 - Present
The Opium Group March 2010 - November 2012
TD Ameritrade September 2007 - May 2009
Skills
Social Media Marketing, Social Marketing, Office Management, Customer Service, Sales, Online Marketing, Data Entry, Computer Proficiency, Promotions, Photography, Acting, Community Theatre, Music Criticism, Electronic Music, House Music, Hospitality, Horticulture, Horse Training
Education
Lynn University 1988 — 1990
Business Administration and Management, General
Self-employed 2005 - Present
The Opium Group March 2010 - November 2012
TD Ameritrade September 2007 - May 2009
Skills
Social Media Marketing, Social Marketing, Office Management, Customer Service, Sales, Online Marketing, Data Entry, Computer Proficiency, Promotions, Photography, Acting, Community Theatre, Music Criticism, Electronic Music, House Music, Hospitality, Horticulture, Horse Training
Education
Lynn University 1988 — 1990
Business Administration and Management, General
Shawn D. Gray, MBA Shawn D. Gray, MBA's TD Ameritrade Experience May 2000 - February 2004
Job Housing Development Specialist
Industry Financial Services
Experience
Oaks Integrated Care March 2015 - Present
Citi August 2012 - February 2014
JPMorgan Chase June 2008 - August 2012
Graymar March 2003 - August 2008
Merrill Lynch February 2006 - February 2008
UBS February 2004 - February 2006
TD Ameritrade May 2000 - February 2004
Skills
Real Estate..., Real Estate Portfolio..., Relationship Management, Corporate Real Estate, IREM MEMBER, ARES MEMBER, Series 7, Series 63, Series 6, Life Insurance, Financial Advisory, Loans, Mortgage Lending, Banking, Portfolio Management, Mergers & Acquisitions, Real Estate, Analysis, Management, Investments, Asset Management
Education
Marylhurst University 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate, 3.7
William Paterson University of New Jersey
Bachelor of Science (B.S.), Business Administration and Management, General
Oaks Integrated Care March 2015 - Present
Citi August 2012 - February 2014
JPMorgan Chase June 2008 - August 2012
Graymar March 2003 - August 2008
Merrill Lynch February 2006 - February 2008
UBS February 2004 - February 2006
TD Ameritrade May 2000 - February 2004
Skills
Real Estate..., Real Estate Portfolio..., Relationship Management, Corporate Real Estate, IREM MEMBER, ARES MEMBER, Series 7, Series 63, Series 6, Life Insurance, Financial Advisory, Loans, Mortgage Lending, Banking, Portfolio Management, Mergers & Acquisitions, Real Estate, Analysis, Management, Investments, Asset Management
Education
Marylhurst University 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate, 3.7
William Paterson University of New Jersey
Bachelor of Science (B.S.), Business Administration and Management, General
David Bubb, CRPS® David Bubb, CRPS®'s TD Ameritrade Experience 2009 - 2013
Job Financial Advisor at First Financial Group
Industry Financial Services
Experience
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
Andrey Butsyak Andrey Butsyak's TD Ameritrade Experience September 2013 - Present
Job Asset Transfer Specialist at TD Ameritrade
Industry Real Estate
Experience
TD Ameritrade September 2013 - Present
Rental Property Management January 1995 - Present
Real Estate Investments January 1995 - Present
Casual Male XL January 2011 - May 2012
Action Body Shop and Auto sales LLC January 1993 - January 2009
Skills
Management, Real Estate, Sales, Investment Properties, Residential Homes, Investments, Foreclosures, Property, Rentals, Research, Small Business
Education
UNO 2010 — 2012
Bachelor's Degree in Business Administration, Finance, Banking and Financial Markets, and Investment Science and Portfolio Management.
University of Nebraska, College of Business Administrations 2010 — 2012
Bachelor's Degree, Business Administration
Metropolitan Community College 2008 — 2010
Associate in Arts, Business Transfer
Great Plains School of Real Estate 1995 — 1995
Lviv University of Applied and Fine Art
Masters of Ceramic Art degree
Lviv college of Applied Art
TD Ameritrade September 2013 - Present
Rental Property Management January 1995 - Present
Real Estate Investments January 1995 - Present
Casual Male XL January 2011 - May 2012
Action Body Shop and Auto sales LLC January 1993 - January 2009
Skills
Management, Real Estate, Sales, Investment Properties, Residential Homes, Investments, Foreclosures, Property, Rentals, Research, Small Business
Education
UNO 2010 — 2012
Bachelor's Degree in Business Administration, Finance, Banking and Financial Markets, and Investment Science and Portfolio Management.
University of Nebraska, College of Business Administrations 2010 — 2012
Bachelor's Degree, Business Administration
Metropolitan Community College 2008 — 2010
Associate in Arts, Business Transfer
Great Plains School of Real Estate 1995 — 1995
Lviv University of Applied and Fine Art
Masters of Ceramic Art degree
Lviv college of Applied Art
JoAnne (Bastable) Parisi JoAnne (Bastable) Parisi's TD Ameritrade Experience February 2008 - July 2008
Job Owner/Photographer at Dirty Water Photography
Industry Government Administration
Experience
Dirty Water Photography November 2013 - Present
United States Army Reserve October 2001 - October 2013
Town of Weymouth March 2012 - November 2012
National Veterans Training Institute Alumni April 2010 - November 2012
Commonwealth of Massachusetts September 2009 - June 2011
TD Ameritrade February 2008 - July 2008
Boston Financial Data Services February 2001 - December 2007
Merrill Lynch 2000 - 2000
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Entertainment, TA2000, DST, Government, Customer Service, Team Building, Leadership, Program Management, Security Clearance, Process Improvement, Operations Management, Project Planning, Microsoft Office, Social Media, Leadership Development, Public Speaking, Resume Writing, Research, Policy, Human Resources, Physical Security, Training, Software Documentation, Budgets, Security, Strategic Planning, Analysis, Background Checks, Community Outreach, Negotiation, Process Scheduler, Conflict Resolution, Coaching, Inventory Management, PowerPoint, Fundraising, Army, Emergency Management, Management, Military Experience, Nonprofits, Staff Development, Social Networking, Supervisory Skills, Time Management, System Administration
Education
University of Colorado at Denver 2010 — 2010
Certificate, School of Public Affairs
Quincy College 2004 — 2005
Liberal Arts, Government, Law
Massasoit Community College 2001 — 2002
Law Enforcement
Dirty Water Photography November 2013 - Present
United States Army Reserve October 2001 - October 2013
Town of Weymouth March 2012 - November 2012
National Veterans Training Institute Alumni April 2010 - November 2012
Commonwealth of Massachusetts September 2009 - June 2011
TD Ameritrade February 2008 - July 2008
Boston Financial Data Services February 2001 - December 2007
Merrill Lynch 2000 - 2000
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Entertainment, TA2000, DST, Government, Customer Service, Team Building, Leadership, Program Management, Security Clearance, Process Improvement, Operations Management, Project Planning, Microsoft Office, Social Media, Leadership Development, Public Speaking, Resume Writing, Research, Policy, Human Resources, Physical Security, Training, Software Documentation, Budgets, Security, Strategic Planning, Analysis, Background Checks, Community Outreach, Negotiation, Process Scheduler, Conflict Resolution, Coaching, Inventory Management, PowerPoint, Fundraising, Army, Emergency Management, Management, Military Experience, Nonprofits, Staff Development, Social Networking, Supervisory Skills, Time Management, System Administration
Education
University of Colorado at Denver 2010 — 2010
Certificate, School of Public Affairs
Quincy College 2004 — 2005
Liberal Arts, Government, Law
Massasoit Community College 2001 — 2002
Law Enforcement
Linda Calkins's TD Ameritrade Experience February 2008 - June 2011
Job System Analyst at Teksystems
Industry Information Technology and Services
Experience
Teksystems/ Gates Corporation September 2014 - Present
Teksystem / Visa (contract) May 2014 - August 2014
Teksystem/ AON March 2014 - April 2014
TekSystems / Charles Schwab September 2013 - March 2014
LeaderQuest 2013 - 2014
Critigen July 2013 - September 2013
ConsultNet/Western Union December 2011 - May 2013
3t Systems August 2011 - October 2011
TD Ameritrade February 2008 - June 2011
Fiserv ISS January 2004 - February 2008
Skills
Troubleshooting, Visio, Servers, SharePoint, SQL, Citrix, Technical Support, Windows, Active Directory, ITIL, Business Analysis, Windows Server, Software Documentation, Requirements Analysis, Data Center, Operating Systems, Access, Software Installation, VMware Server, Logistics Management, Organization, Exchange 2010/2007/2003, Microsoft Office, Database Administration, VM Ware VSphere 5.0, Citrix XenServer 6.0, Active Directory..., Disaster Recovery, IT Operations, Project Management, System Administration, Testing, Vendor Management, Virtualization, Databases, Windows 7, Networking, Management, Microsoft SQL Server, Training, Hardware, System Deployment, Windows XP, vSphere, ADSIadmin tool, sccmweb, VMware, Microsoft Exchange, Security, Citrix Metaframe
Education
LeaderQuest 2012 — 2013
Microsoft Window 2008 R2 Administrator
Madison Area Technical College 1978 — 1981
Associate's degree, Computer programming, 3.0
Metropolitan State College of Denver 2004 — 2015
Bachelor's degree, Computer/Information Technology Administration and Management, 3.0
Teksystems/ Gates Corporation September 2014 - Present
Teksystem / Visa (contract) May 2014 - August 2014
Teksystem/ AON March 2014 - April 2014
TekSystems / Charles Schwab September 2013 - March 2014
LeaderQuest 2013 - 2014
Critigen July 2013 - September 2013
ConsultNet/Western Union December 2011 - May 2013
3t Systems August 2011 - October 2011
TD Ameritrade February 2008 - June 2011
Fiserv ISS January 2004 - February 2008
Skills
Troubleshooting, Visio, Servers, SharePoint, SQL, Citrix, Technical Support, Windows, Active Directory, ITIL, Business Analysis, Windows Server, Software Documentation, Requirements Analysis, Data Center, Operating Systems, Access, Software Installation, VMware Server, Logistics Management, Organization, Exchange 2010/2007/2003, Microsoft Office, Database Administration, VM Ware VSphere 5.0, Citrix XenServer 6.0, Active Directory..., Disaster Recovery, IT Operations, Project Management, System Administration, Testing, Vendor Management, Virtualization, Databases, Windows 7, Networking, Management, Microsoft SQL Server, Training, Hardware, System Deployment, Windows XP, vSphere, ADSIadmin tool, sccmweb, VMware, Microsoft Exchange, Security, Citrix Metaframe
Education
LeaderQuest 2012 — 2013
Microsoft Window 2008 R2 Administrator
Madison Area Technical College 1978 — 1981
Associate's degree, Computer programming, 3.0
Metropolitan State College of Denver 2004 — 2015
Bachelor's degree, Computer/Information Technology Administration and Management, 3.0
Joe Doku, AIF® Joe Doku, AIF®'s TD Ameritrade Experience September 2006 - April 2009
Job COO, Plan Sponsor Services, LLC (PSS)
Industry Financial Services
Experience
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Plan Sponsor Services, LLC (PSS) April 2009 - Present
TD Ameritrade September 2006 - April 2009
AST Capital Trust January 2005 - September 2006
Charles Schwab January 2004 - January 2005
Metavante July 2002 - January 2004
MFS Investment Management August 1999 - July 2002
Skills
ERISA, 401k, Pensions, Fiduciary, Fiduciary Liability, Retirement Plan..., Employee Benefits, Estate Planning, Securities, Management, Leadership, Financial Advisory, Business Development, Financial Services, Retirement, Retirement Planning, Mutual Funds, FINRA
Education
Plymouth State University 1995 — 1998
Bachelor of Arts, Political Science and History
MRHS
MRHS
Maine Maritime Academy
Micki Danze Micki Danze's TD Ameritrade Experience 2004 - Present
Job Senior Software Developer at Ameritrade
Industry Computer Software
Experience
TD Ameritrade 2004 - Present
Ameritrade November 2000 - Present
Sterling Software 1994 - 1999
Sterling Software 1994 - 1999
Skills
C++, java, hibernate, Oracle SQL, Oracle Coherence, Spring, Windows .net, Windows MFC, Java, Oracle, SQL, .NET, Windows, Hibernate, MFC, Eclipse, Unix, Software Development, SDLC, Web Services, Microsoft SQL Server, Agile Methodologies, Java Enterprise Edition, Software Design, XML
Education
Metropolitan Community College 1979 — 1983
Associate's degree, Computer Software Engineering
Benson
TD Ameritrade 2004 - Present
Ameritrade November 2000 - Present
Sterling Software 1994 - 1999
Sterling Software 1994 - 1999
Skills
C++, java, hibernate, Oracle SQL, Oracle Coherence, Spring, Windows .net, Windows MFC, Java, Oracle, SQL, .NET, Windows, Hibernate, MFC, Eclipse, Unix, Software Development, SDLC, Web Services, Microsoft SQL Server, Agile Methodologies, Java Enterprise Edition, Software Design, XML
Education
Metropolitan Community College 1979 — 1983
Associate's degree, Computer Software Engineering
Benson
Chad Fawcett Chad Fawcett's TD Ameritrade Experience November 2007 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2007 - Present
Ameriprise Financial Services, Inc. January 2005 - December 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory
Education
Marquette University 2009 — 2011
MBA, Management
University of Wisconsin-Eau Claire 2001 — 2005
BBA, Finance and Marketing
CFA Institute
CFA Level 2 candidate
TD Ameritrade November 2007 - Present
Ameriprise Financial Services, Inc. January 2005 - December 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory
Education
Marquette University 2009 — 2011
MBA, Management
University of Wisconsin-Eau Claire 2001 — 2005
BBA, Finance and Marketing
CFA Institute
CFA Level 2 candidate
Douglas McCall's TD Ameritrade Experience January 2006 - August 2010
Job Search & Optimization Manager at Home Instead Senior Care
Industry Individual & Family Services
Experience
Home Instead Senior Care December 2012 - Present
Home Instead Senior Care September 2010 - January 2012
TD AMERITRADE January 2006 - August 2010
Digital h2o 1996 - 1997
Skills
Online Advertising, Online Marketing, Email Marketing, Online Testing and..., Marketing Strategy, Marketing Management, Brand Awareness, Graphic Design, Analytics, SEO, Search Marketing, PPC, Landing Page..., Online User Experience, Online Branding, Online Media, SEM, E-commerce, User Experience, Web Design, Advertising, Marketing, Digital Marketing, Brand Management, Web Analytics, Web Marketing
Education
University of Nebraska at Omaha 1995 — 1999
B.A., Studio Arts
Metropolitan Community College 1998 — 1999
Associates, Electronic Imaging and Graphics
Home Instead Senior Care December 2012 - Present
Home Instead Senior Care September 2010 - January 2012
TD AMERITRADE January 2006 - August 2010
Digital h2o 1996 - 1997
Skills
Online Advertising, Online Marketing, Email Marketing, Online Testing and..., Marketing Strategy, Marketing Management, Brand Awareness, Graphic Design, Analytics, SEO, Search Marketing, PPC, Landing Page..., Online User Experience, Online Branding, Online Media, SEM, E-commerce, User Experience, Web Design, Advertising, Marketing, Digital Marketing, Brand Management, Web Analytics, Web Marketing
Education
University of Nebraska at Omaha 1995 — 1999
B.A., Studio Arts
Metropolitan Community College 1998 — 1999
Associates, Electronic Imaging and Graphics
Gary Matalucci's TD Ameritrade Experience December 2001 - September 2003
Job
Industry Insurance
Experience
eHealthInsurance May 2007 - Present
eHealthInsurance September 2003 - May 2007
TD Ameritrade December 2001 - September 2003
TD Ameritrade August 1999 - December 2001
Skills
Call Center, Insurance, Account Management, Sales Management, New Business Development, Lead Generation, Strategic Planning, Health Insurance, Analytics, Product Management, Call Centers, Contract Negotiation, Cross-functional Team..., Customer Service, Leadership, Vendor Management
Education
Miami University 1990 — 1994
BA International Studies
eHealthInsurance May 2007 - Present
eHealthInsurance September 2003 - May 2007
TD Ameritrade December 2001 - September 2003
TD Ameritrade August 1999 - December 2001
Skills
Call Center, Insurance, Account Management, Sales Management, New Business Development, Lead Generation, Strategic Planning, Health Insurance, Analytics, Product Management, Call Centers, Contract Negotiation, Cross-functional Team..., Customer Service, Leadership, Vendor Management
Education
Miami University 1990 — 1994
BA International Studies
Terence Fitzpatrick Terence Fitzpatrick's TD Ameritrade Experience July 2006 - August 2006
Job Business Analyst, CSM, CSPO, SA with Sogeti USA
Industry Information Technology and Services
Experience
Sogeti July 2006 - Present
Volvo Car Group April 2015 - Present
BD February 2015 - March 2015
Express Scripts July 2009 - December 2014
Mercedes Benz USA September 2006 - April 2009
TD Ameritrade July 2006 - August 2006
Skills
SDLC, Project Management, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, SharePoint, Agile Methodologies, Waterfall, Software Project..., Process Improvement, E-commerce, Business Intelligence, User Acceptance Testing, Data Modeling, IT Strategy, Enterprise Architecture, Program Management, Team Leadership, HIPAA, Business Process, Testing, SQL, Software Development, Scrum, Management, Consulting, Requirements Management, JAD, Rally, User Stories, User Experience Design, Rational Quality Manager, Rumba, HP Quality Center, Microsoft Office, Microsoft Project, CRM, Database Maintenance, Functional Analysis
Education
Loyola University Maryland 2002 — 2006
BBA, Management Information Systems
Regis High School 1998 — 2002
Sogeti July 2006 - Present
Volvo Car Group April 2015 - Present
BD February 2015 - March 2015
Express Scripts July 2009 - December 2014
Mercedes Benz USA September 2006 - April 2009
TD Ameritrade July 2006 - August 2006
Skills
SDLC, Project Management, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, SharePoint, Agile Methodologies, Waterfall, Software Project..., Process Improvement, E-commerce, Business Intelligence, User Acceptance Testing, Data Modeling, IT Strategy, Enterprise Architecture, Program Management, Team Leadership, HIPAA, Business Process, Testing, SQL, Software Development, Scrum, Management, Consulting, Requirements Management, JAD, Rally, User Stories, User Experience Design, Rational Quality Manager, Rumba, HP Quality Center, Microsoft Office, Microsoft Project, CRM, Database Maintenance, Functional Analysis
Education
Loyola University Maryland 2002 — 2006
BBA, Management Information Systems
Regis High School 1998 — 2002
Hoby Park's TD Ameritrade Experience June 2013 - February 2014
Job Hedge Fund Accountant at UBS
Industry Accounting
Experience
UBS July 2014 - Present
BTG Pactual March 2014 - June 2014
TD Ameritrade June 2013 - February 2014
Rothstein Kass October 2012 - May 2013
Flash Global Logistics Inc. December 2011 - October 2012
Core Technology Solutions January 2011 - September 2011
National Securities Corporation May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Database, PeopleSoft, Microsoft CRM, Financial Accounting, Tax Preparation, Corporate Tax, Tax Accounting, Tax Returns, State Tax, Auditing, GoSystems, CCH ProSystem fx, CCH, MFACT
Education
William Paterson University of New Jersey 2006 — 2010
B.S., Business Administration/Economics
William Paterson University, Christos M. Costsakos College of Business
Bachelor of Science
Metropolitan State University of Denver 2012 — 2013
Certificate of Accounting, Accounting
UBS July 2014 - Present
BTG Pactual March 2014 - June 2014
TD Ameritrade June 2013 - February 2014
Rothstein Kass October 2012 - May 2013
Flash Global Logistics Inc. December 2011 - October 2012
Core Technology Solutions January 2011 - September 2011
National Securities Corporation May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Database, PeopleSoft, Microsoft CRM, Financial Accounting, Tax Preparation, Corporate Tax, Tax Accounting, Tax Returns, State Tax, Auditing, GoSystems, CCH ProSystem fx, CCH, MFACT
Education
William Paterson University of New Jersey 2006 — 2010
B.S., Business Administration/Economics
William Paterson University, Christos M. Costsakos College of Business
Bachelor of Science
Metropolitan State University of Denver 2012 — 2013
Certificate of Accounting, Accounting
Steven Sojka Steven Sojka's TD Ameritrade Experience May 2014 - Present
Job Software Developer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade May 2014 - Present
Hayneedle September 2011 - May 2014
IntraSomnium Publishing February 2010 - December 2011
Whole Foods Market October 2005 - September 2011
Skills
JavaScript, CSS, Web Applications, Web Development, AngularJS, HTML5, HTML 5, jQuery, AJAX, Node.js, Test Driven Development, MVC, Git, Unit Testing, Continuous Integration, Linux, Mobile Web Design, JSON, SASS, Python, Adobe Creative Suite
Education
University of Nebraska at Omaha 2004 — 2009
Bachelors of Studio Arts, Electronic Imaging
Metropolitan Community College
Associates of Applied Science, Web and Database Programming
TD Ameritrade May 2014 - Present
Hayneedle September 2011 - May 2014
IntraSomnium Publishing February 2010 - December 2011
Whole Foods Market October 2005 - September 2011
Skills
JavaScript, CSS, Web Applications, Web Development, AngularJS, HTML5, HTML 5, jQuery, AJAX, Node.js, Test Driven Development, MVC, Git, Unit Testing, Continuous Integration, Linux, Mobile Web Design, JSON, SASS, Python, Adobe Creative Suite
Education
University of Nebraska at Omaha 2004 — 2009
Bachelors of Studio Arts, Electronic Imaging
Metropolitan Community College
Associates of Applied Science, Web and Database Programming
Lisa Kreitler Lisa Kreitler's TD Ameritrade Experience 2005 - 2006
Job Marketing Coordinator at Insurance Agency Marketing
Industry Marketing and Advertising
Experience
Insurance Agency Marketing March 2012 - Present
Kortright Partners September 2011 - March 2012
Stiles Industries July 2011 - September 2011
TD Ameritrade 2005 - 2006
Boys Town 2002 - 2004
August Max Woman 2000 - 2002
First Federal Lincoln Bank 1997 - 2000
Skills
Direct Sales, Public Speaking, Bookkeeping
Education
Metropolitan Community College 2009 — 2011
Business Management
University of Nebraska at Omaha 1995 — 1996
Speech Communications
Insurance Agency Marketing March 2012 - Present
Kortright Partners September 2011 - March 2012
Stiles Industries July 2011 - September 2011
TD Ameritrade 2005 - 2006
Boys Town 2002 - 2004
August Max Woman 2000 - 2002
First Federal Lincoln Bank 1997 - 2000
Skills
Direct Sales, Public Speaking, Bookkeeping
Education
Metropolitan Community College 2009 — 2011
Business Management
University of Nebraska at Omaha 1995 — 1996
Speech Communications
Erik Lydick's TD Ameritrade Experience April 2010 - Present
Job Principal Architect, Enterprise Data at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade April 2010 - Present
EMC Corporation December 2009 - June 2010
Business Edge Solutions June 2008 - April 2010
EMC Consulting, formerly BusinessEdge Solutions 2008 - April 2010
Blue Alligator Group 2004 - June 2008
Procomp, Inc 2002 - 2004
L'Oreal USA, CPD 2001 - 2003
Guest Supply June 2000 - January 2001
Pharmacopeia March 1998 - April 1999
Pep Boys 1994 - 1998
Skills
Enterprise Architecture, Data Warehousing, Enterprise Software, IT Strategy, Microsoft SQL Server, Vendor Management, Analytics, Databases, Business Intelligence, ETL, Strategy, SDLC, Consulting, Master Data Management, Oracle, Project Management, Solution Architecture
Education
Mercer County Community College 1986 — 1988
TD Ameritrade April 2010 - Present
EMC Corporation December 2009 - June 2010
Business Edge Solutions June 2008 - April 2010
EMC Consulting, formerly BusinessEdge Solutions 2008 - April 2010
Blue Alligator Group 2004 - June 2008
Procomp, Inc 2002 - 2004
L'Oreal USA, CPD 2001 - 2003
Guest Supply June 2000 - January 2001
Pharmacopeia March 1998 - April 1999
Pep Boys 1994 - 1998
Skills
Enterprise Architecture, Data Warehousing, Enterprise Software, IT Strategy, Microsoft SQL Server, Vendor Management, Analytics, Databases, Business Intelligence, ETL, Strategy, SDLC, Consulting, Master Data Management, Oracle, Project Management, Solution Architecture
Education
Mercer County Community College 1986 — 1988
Heather Pierson Heather Pierson's TD Ameritrade Experience December 2012 - Present
Job Practice Management & Advisor Education
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
UBS Wealth Management January 2011 - December 2012
Citigroup June 2009 - December 2010
Citigroup June 2007 - January 2009
Marist College Office of Community Research January 2005 - June 2007
Dutchess Community College January 2006 - June 2006
Skills
Instructional Design, Project Management, Program Management, Program Development, Program Evaluation, Learning Management, Distance Learning, Program Facilitation, Learning Management..., Website Development, Relationship Management, Process Improvement, Vendor Management, PowerPoint, Contract Management, Professional..., Leadership Development, Strategic Planning, Change Management, Organizational..., Leadership, CRM, Strategy
Education
Marist College
BA, Psychology and Public Relations
Marist College
MA, Psychology
North Branford High School
TD Ameritrade December 2012 - Present
UBS Wealth Management January 2011 - December 2012
Citigroup June 2009 - December 2010
Citigroup June 2007 - January 2009
Marist College Office of Community Research January 2005 - June 2007
Dutchess Community College January 2006 - June 2006
Skills
Instructional Design, Project Management, Program Management, Program Development, Program Evaluation, Learning Management, Distance Learning, Program Facilitation, Learning Management..., Website Development, Relationship Management, Process Improvement, Vendor Management, PowerPoint, Contract Management, Professional..., Leadership Development, Strategic Planning, Change Management, Organizational..., Leadership, CRM, Strategy
Education
Marist College
BA, Psychology and Public Relations
Marist College
MA, Psychology
North Branford High School
Mandey Brown's TD Ameritrade Experience June 2008 - August 2009
Job Manager at B&C Management LLC Front Range Rents
Industry Real Estate
Experience
B&C Management LLC - Front Range Rents August 2014 - Present
Huntington Square Apartments March 2013 - July 2014
Halloween Express July 2011 - November 2011
TD Ameritrade June 2008 - August 2009
Skills
Management, Real Estate, Customer Service, Negotiation, Contract Negotiation, Microsoft Office, Budgets, Microsoft Excel, Property Management, Sales, Investment Properties, Team Building, Marketing, Residential Homes, Operations Management, Microsoft Word, Leadership
Education
Metropolitan State University of Denver 2010 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations
University of Northern Colorado 2006 — 2006
Bachelor of Science (BS), Visual and Performing Arts
B&C Management LLC - Front Range Rents August 2014 - Present
Huntington Square Apartments March 2013 - July 2014
Halloween Express July 2011 - November 2011
TD Ameritrade June 2008 - August 2009
Skills
Management, Real Estate, Customer Service, Negotiation, Contract Negotiation, Microsoft Office, Budgets, Microsoft Excel, Property Management, Sales, Investment Properties, Team Building, Marketing, Residential Homes, Operations Management, Microsoft Word, Leadership
Education
Metropolitan State University of Denver 2010 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations
University of Northern Colorado 2006 — 2006
Bachelor of Science (BS), Visual and Performing Arts
S. Allan Gardner S. Allan Gardner's TD Ameritrade Experience January 2014 - Present
Job
Industry Investment Management
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade January 2010 - Present
Tek Systems May 2008 - January 2010
First National Bank of Omaha May 1998 - August 2007
US Air Force November 1994 - May 1998
Skills
VMware, Information Security, Servers, System Administration, Technical Support, Active Directory, Windows, Disaster Recovery, Hardware, Security, Program Management, Windows Server, Project Management, Network Security, Business Continuity
Education
Metropolitan Community College
AAS
TD Ameritrade January 2014 - Present
TD Ameritrade January 2010 - Present
Tek Systems May 2008 - January 2010
First National Bank of Omaha May 1998 - August 2007
US Air Force November 1994 - May 1998
Skills
VMware, Information Security, Servers, System Administration, Technical Support, Active Directory, Windows, Disaster Recovery, Hardware, Security, Program Management, Windows Server, Project Management, Network Security, Business Continuity
Education
Metropolitan Community College
AAS
Donna Sommerer Donna Sommerer's TD Ameritrade Experience April 2000 - August 2001
Job Analyst
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC October 2012 - Present
TD Ameritrade April 2000 - August 2001
Enterprise Bank April 1999 - January 2000
SAC Federal Credit Union 1988 - 1999
Education
University of Nebraska at Omaha 1994 — 1997
Bachelor of Science, Business Administration
Metropolitan Community College 1992 — 1994
Securities America, Inc. Member FINRA/SIPC October 2012 - Present
TD Ameritrade April 2000 - August 2001
Enterprise Bank April 1999 - January 2000
SAC Federal Credit Union 1988 - 1999
Education
University of Nebraska at Omaha 1994 — 1997
Bachelor of Science, Business Administration
Metropolitan Community College 1992 — 1994
Court Glaus's TD Ameritrade Experience June 1999 - March 2002
Job Successful Sales Executive
Industry Financial Services
Experience
Copesan Services, Inc. (Wil-Kil Pest Control) January 2013 - 2013
UnitedHealth Group May 2010 - March 2012
Ameriprise Financial December 2006 - March 2008
Ameriprise Financial May 2005 - December 2006
Ameriprise Financial April 2003 - May 2005
Ameriprise Financial December 2002 - April 2003
Minneapolis Grain Exchange August 2002 - December 2002
TD Ameritrade June 1999 - March 2002
Prudential Financial October 1996 - February 1998
Skills
Relationship Development, Sales Management, Proven Leader, Negotiation, Business Development, Recruiting, Coaching, Project Management, Public Speaking, Management, Training, Social Influence, Series 7, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Insurance, Financial Planners, Selling, Financial Advisory, Leadership, Fixed Annuities, Investments, Business Planning, Financial Services, Estate Planning, Finance, Life Insurance, Disability Insurance, CRM, Process Improvement, Banking
Education
University of Wisconsin-Madison 1992 — 1994
BBA, Finance, Investments and Banking
Menomonie High School
Metropolitan State University
BS, Finance
The American College
CLU / ChFC
Copesan Services, Inc. (Wil-Kil Pest Control) January 2013 - 2013
UnitedHealth Group May 2010 - March 2012
Ameriprise Financial December 2006 - March 2008
Ameriprise Financial May 2005 - December 2006
Ameriprise Financial April 2003 - May 2005
Ameriprise Financial December 2002 - April 2003
Minneapolis Grain Exchange August 2002 - December 2002
TD Ameritrade June 1999 - March 2002
Prudential Financial October 1996 - February 1998
Skills
Relationship Development, Sales Management, Proven Leader, Negotiation, Business Development, Recruiting, Coaching, Project Management, Public Speaking, Management, Training, Social Influence, Series 7, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Insurance, Financial Planners, Selling, Financial Advisory, Leadership, Fixed Annuities, Investments, Business Planning, Financial Services, Estate Planning, Finance, Life Insurance, Disability Insurance, CRM, Process Improvement, Banking
Education
University of Wisconsin-Madison 1992 — 1994
BBA, Finance, Investments and Banking
Menomonie High School
Metropolitan State University
BS, Finance
The American College
CLU / ChFC
Syed Ahmer Hussain Syed Ahmer Hussain's TD Ameritrade Experience November 2010 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
RBS Citizens Financial Group December 2013 - September 2014
MetLife Investors December 2012 - December 2013
TD Ameritrade November 2010 - November 2012
TD September 2007 - November 2010
Skills
Series 7, Series 63, Superior Sales Skills, Microsoft Technologies, Goal Orientation, Self-driven, Exceptional Communicator, Financial Audits, Organizational..., Analytics, Internal Audit, Due Diligence, Loans, Mortgage Lending, FINRA, Wealth Management..., Investment Strategies, Life
Education
Manchester Community College 2007 — 2009
Engineering/Finance
Hall high school 2003 — 2006
Prudential Financial September 2014 - Present
RBS Citizens Financial Group December 2013 - September 2014
MetLife Investors December 2012 - December 2013
TD Ameritrade November 2010 - November 2012
TD September 2007 - November 2010
Skills
Series 7, Series 63, Superior Sales Skills, Microsoft Technologies, Goal Orientation, Self-driven, Exceptional Communicator, Financial Audits, Organizational..., Analytics, Internal Audit, Due Diligence, Loans, Mortgage Lending, FINRA, Wealth Management..., Investment Strategies, Life
Education
Manchester Community College 2007 — 2009
Engineering/Finance
Hall high school 2003 — 2006
Travis Gatzemeier Travis Gatzemeier's TD Ameritrade Experience October 2014 - Present
Job Sr. Specialist, Futures/Derivatives Margin Risk at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade February 2013 - October 2014
TD Ameritrade June 2011 - February 2013
TD Ameritrade February 2011 - May 2011
Skills
Series 7, Series 63, Stock Market, Stock Trading, Asset Managment, Futures Trading, Options, Series 3, Series 34
Education
University of North Texas 2009 — 2011
Bachelor's of Business Administration, Business
Lyon College 2008 — 2009
Business
North Lake College 2005 — 2008
Science
TD Ameritrade October 2014 - Present
TD Ameritrade February 2013 - October 2014
TD Ameritrade June 2011 - February 2013
TD Ameritrade February 2011 - May 2011
Skills
Series 7, Series 63, Stock Market, Stock Trading, Asset Managment, Futures Trading, Options, Series 3, Series 34
Education
University of North Texas 2009 — 2011
Bachelor's of Business Administration, Business
Lyon College 2008 — 2009
Business
North Lake College 2005 — 2008
Science
Kate Sierra Kate Sierra's TD Ameritrade Experience January 2013 - Present
Job Licensed Representative at TD Ameritrade
Industry Public Relations and Communications
Experience
TD Ameritrade January 2013 - Present
Clarity Eye Care September 2010 - January 2013
Target Optical August 2007 - September 2010
Tela American School July 2009 - June 2010
Skills
Microsoft Word, Spanish-English, English-Spanish, Social Media Blogging, Social Media Marketing, Appointment Scheduling, Organization, PowerPoint, Customer Service, Writing, Multi-line Phone, Phone Etiquette
Education
University of Nebraska at Omaha 2010 — 2013
Masters in Urban Studies, Urban Studies/Affairs
University of Nebraska-Lincoln 2006 — 2009
Bachelor's degree, Broadcast Journalism
Metropolitan Community College 2004 — 2006
General Studies
TD Ameritrade January 2013 - Present
Clarity Eye Care September 2010 - January 2013
Target Optical August 2007 - September 2010
Tela American School July 2009 - June 2010
Skills
Microsoft Word, Spanish-English, English-Spanish, Social Media Blogging, Social Media Marketing, Appointment Scheduling, Organization, PowerPoint, Customer Service, Writing, Multi-line Phone, Phone Etiquette
Education
University of Nebraska at Omaha 2010 — 2013
Masters in Urban Studies, Urban Studies/Affairs
University of Nebraska-Lincoln 2006 — 2009
Bachelor's degree, Broadcast Journalism
Metropolitan Community College 2004 — 2006
General Studies
Sandra Kelder Sandra Kelder's TD Ameritrade Experience 2007 - 2009
Job Founder & Principal, Kelder Communications
Industry Public Relations and Communications
Experience
Kelder Communications January 2012 - Present
The New York Times Company 2011 - 2012
TD Ameritrade 2007 - 2009
Thomson Reuters 2006 - 2007
Ogilvy Public Relations Worldwide 1999 - 2001
Skills
Corporate Communications, Strategic Communications, Internal Communications, Press Releases, Crisis Communications, Public Relations, Marketing Communications, Speech Writing, Integrated Marketing, Copywriting
Education
McGill University
International Business/Public Affairs
New York University
Digital Marketing
State University of New York College at Plattsburgh
B.S., International Business / Canadian Studies with a concentration in Economics
Kelder Communications January 2012 - Present
The New York Times Company 2011 - 2012
TD Ameritrade 2007 - 2009
Thomson Reuters 2006 - 2007
Ogilvy Public Relations Worldwide 1999 - 2001
Skills
Corporate Communications, Strategic Communications, Internal Communications, Press Releases, Crisis Communications, Public Relations, Marketing Communications, Speech Writing, Integrated Marketing, Copywriting
Education
McGill University
International Business/Public Affairs
New York University
Digital Marketing
State University of New York College at Plattsburgh
B.S., International Business / Canadian Studies with a concentration in Economics
Eric Walsky Eric Walsky's TD Ameritrade Experience January 2013 - Present
Job at
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
Wells Fargo June 2008 - Present
Schrier Ford of Omaha March 2005 - August 2008
Zio's Pizzeria November 2003 - March 2005
Skills
Troubleshooting, self motivated, Attention To Detail, Customer Service, Outlook, Banking, Microsoft Excel, Data Entry, Time Management, PowerPoint, Microsoft Office, 10 Key, Teamwork, Customer Satisfaction, Sales, Visio
Education
University of Nebraska at Omaha 2011 — 2013
Finance
Metropolitan Community College 2008 — 2010
Business Transfer Program, Business
TD Ameritrade January 2013 - Present
Wells Fargo June 2008 - Present
Schrier Ford of Omaha March 2005 - August 2008
Zio's Pizzeria November 2003 - March 2005
Skills
Troubleshooting, self motivated, Attention To Detail, Customer Service, Outlook, Banking, Microsoft Excel, Data Entry, Time Management, PowerPoint, Microsoft Office, 10 Key, Teamwork, Customer Satisfaction, Sales, Visio
Education
University of Nebraska at Omaha 2011 — 2013
Finance
Metropolitan Community College 2008 — 2010
Business Transfer Program, Business
Amber Warner Amber Warner's TD Ameritrade Experience 2010 - 2010
Job Underwriter III
Industry Banking
Experience
JPMorgan Chase February 2013 - Present
SAC Federal Credit Union July 2012 - February 2013
Equitable Bank May 2010 - June 2012
Mutual of Omaha Bank August 2009 - February 2010
TD Ameritrade 2010 - 2010
Skills
Android, Loans, Customer Service, Documentation, Small Business Lending, Consumer Lending, Customer Relations, Excel, Microsoft Office, Banking, Word, Research, Commercial Lending, Credit, Analysis, Portfolio Management, Problem Solving, PowerPoint, Retail, Coaching, Outlook, Quality Assurance, Financial Analysis, Loan Origination
Education
Metropolitan Community College
Early Childhood Education
JPMorgan Chase February 2013 - Present
SAC Federal Credit Union July 2012 - February 2013
Equitable Bank May 2010 - June 2012
Mutual of Omaha Bank August 2009 - February 2010
TD Ameritrade 2010 - 2010
Skills
Android, Loans, Customer Service, Documentation, Small Business Lending, Consumer Lending, Customer Relations, Excel, Microsoft Office, Banking, Word, Research, Commercial Lending, Credit, Analysis, Portfolio Management, Problem Solving, PowerPoint, Retail, Coaching, Outlook, Quality Assurance, Financial Analysis, Loan Origination
Education
Metropolitan Community College
Early Childhood Education
Jason Blumenthal Jason Blumenthal's TD Ameritrade Experience October 2008 - September 2009
Job Service Delivery Management at Solutionary
Industry Information Technology and Services
Experience
Solutionary March 2015 - Present
Western Union Business Solutions September 2012 - March 2015
Western Union Business Solutions November 2011 - September 2012
Inflection March 2010 - September 2011
TD Ameritrade October 2008 - September 2009
Hemphill Staffing / Tickets In TIme May 2008 - October 2008
Cargill May 2005 - November 2007
Skills
Customer Service, Accounting, Payments, Accounts Payable, Accounts Receivable, Sales, Computing, Word Processing, Accurate Data Entry, Data Reconciliation, Invoicing, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Banking, Data Security, Human Resources, Leadership
Education
Metropolitan Community College 2000 — 2001
In Progress, IT, Networking/Data Security
Westside High School 1988 — 1992
Diploma, Business & Marketing
Solutionary March 2015 - Present
Western Union Business Solutions September 2012 - March 2015
Western Union Business Solutions November 2011 - September 2012
Inflection March 2010 - September 2011
TD Ameritrade October 2008 - September 2009
Hemphill Staffing / Tickets In TIme May 2008 - October 2008
Cargill May 2005 - November 2007
Skills
Customer Service, Accounting, Payments, Accounts Payable, Accounts Receivable, Sales, Computing, Word Processing, Accurate Data Entry, Data Reconciliation, Invoicing, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Banking, Data Security, Human Resources, Leadership
Education
Metropolitan Community College 2000 — 2001
In Progress, IT, Networking/Data Security
Westside High School 1988 — 1992
Diploma, Business & Marketing
Jennifer Ness Jennifer Ness's TD Ameritrade Experience 2000 - 2003
Job at
Industry Financial Services
Experience
DST Market Services, LLC January 2015 - Present
Stay-At-Home-Mom January 2003 - January 2015
TD Ameritrade 2000 - 2003
American Express Financial Advisors 1993 - 2000
Education
Luther College 1986 — 1990
English and Psychology
DST Market Services, LLC January 2015 - Present
Stay-At-Home-Mom January 2003 - January 2015
TD Ameritrade 2000 - 2003
American Express Financial Advisors 1993 - 2000
Education
Luther College 1986 — 1990
English and Psychology
Cherie Johnson Cherie Johnson's TD Ameritrade Experience December 2004 - April 2006
Job Sr Analyst, Marketing Data at
Industry Information Technology and Services
Experience
Infogroup March 2011 - June 2012
Home Instead Inc. April 2009 - January 2011
Hayneedle / Netshops May 2006 - March 2007
TD Ameritrade December 2004 - April 2006
TD Ameritrade November 2000 - December 2004
Nebraska Health System October 1999 - November 2000
Oriental Trading Company March 1998 - September 1999
Information Resources Inc. (Chicago) June 1995 - February 1998
Skills
Business Intelligence, Data Analysis, Segmentation, Marketing Research, Online Marketing, Database Marketing, Online Advertising, SAS, SQL, Databases, Software Development, Analytics, Competitive Analysis, Email Marketing, Database Design, XML, Quality Assurance, CRM, Direct Marketing, Access, Strategy, Web Analytics, Management, Training, E-commerce, Project Management, Market Research, Advertising, Data Warehousing, Marketing
Education
SAS 2012 — 2012
UC Irvine 2012 — 2012
Metropolitan Community College 2007 — 2008
Certification: Internet Webmaster 2000 — 2000
CIW
University of Nebraska at Omaha 1989 — 1994
BS
Platteview High School 1989 — 1989
Infogroup March 2011 - June 2012
Home Instead Inc. April 2009 - January 2011
Hayneedle / Netshops May 2006 - March 2007
TD Ameritrade December 2004 - April 2006
TD Ameritrade November 2000 - December 2004
Nebraska Health System October 1999 - November 2000
Oriental Trading Company March 1998 - September 1999
Information Resources Inc. (Chicago) June 1995 - February 1998
Skills
Business Intelligence, Data Analysis, Segmentation, Marketing Research, Online Marketing, Database Marketing, Online Advertising, SAS, SQL, Databases, Software Development, Analytics, Competitive Analysis, Email Marketing, Database Design, XML, Quality Assurance, CRM, Direct Marketing, Access, Strategy, Web Analytics, Management, Training, E-commerce, Project Management, Market Research, Advertising, Data Warehousing, Marketing
Education
SAS 2012 — 2012
UC Irvine 2012 — 2012
Metropolitan Community College 2007 — 2008
Certification: Internet Webmaster 2000 — 2000
CIW
University of Nebraska at Omaha 1989 — 1994
BS
Platteview High School 1989 — 1989
Mike Buell Mike Buell's TD Ameritrade Experience November 2000 - January 2001
Job Business Systems Technician at Mutual of Omaha
Industry Information Services
Experience
Mutual of Omaha March 2001 - Present
TD Ameritrade November 2000 - January 2001
US Bank March 1998 - August 2000
Skills
Software Documentation, Web Development, Troubleshooting, Training, Microsoft Office, Web Design, Management, Software Project..., Process Improvement, Requirements Gathering, Microsoft Excel, Visio, Customer Service, Team Leadership, Lotus Notes, Insurance
Education
Metropolitan Community College 2000 — 2002
AAS, Micromputer Programming
University of Nebraska-Lincoln 1993 — 1997
BA, Journalism
University of Nebraska at Omaha 1990 — 1993
Broadcasting
Mutual of Omaha March 2001 - Present
TD Ameritrade November 2000 - January 2001
US Bank March 1998 - August 2000
Skills
Software Documentation, Web Development, Troubleshooting, Training, Microsoft Office, Web Design, Management, Software Project..., Process Improvement, Requirements Gathering, Microsoft Excel, Visio, Customer Service, Team Leadership, Lotus Notes, Insurance
Education
Metropolitan Community College 2000 — 2002
AAS, Micromputer Programming
University of Nebraska-Lincoln 1993 — 1997
BA, Journalism
University of Nebraska at Omaha 1990 — 1993
Broadcasting
Frank Reveles, PMP, LSS Black Belt Frank Reveles, PMP, LSS Black Belt's TD Ameritrade Experience November 2001 - March 2002
Job Premier Technology Consultants, Inc.
Industry Information Technology and Services
Experience
Premier Technology Consultants, Inc. July 2003 - Present
SBC March 2003 - October 2004
Elgin Community College March 2002 - February 2003
TD Ameritrade November 2001 - March 2002
Alcatel-Lucent 1996 - 2001
Lucent Technologies May 1987 - October 2000
AT&T Bell Laboratories 1987 - 1996
Skills
Program Management, PMP, Project Management, Telecommunications, Software Development, PMI, Vendor Management, Cross-functional Team..., Software Project..., PMO, SDLC, Integration, Lean Transformation, Lean IT, Six Sigma, Lean Six Sigma, Requirements Analysis, Process Improvement, MS Project, Resource Management, Enterprise Software, Wireless, Product Management, Project Portfolio..., Leadership, CMMI, Networking, CDMA, Consulting, Agile Project Management, IT Strategy, Testing
Education
The Tuck School of Business at Dartmouth 2008 — 2008
Executive Training, How to create a High Performance Business
University of California, Santa Barbara 1985 — 1986
M.S., Electrical and Computer Engineering, A+
Marquette University 1980 — 1985
B.S., Electrical and Computer Engineering
Premier Technology Consultants, Inc. July 2003 - Present
SBC March 2003 - October 2004
Elgin Community College March 2002 - February 2003
TD Ameritrade November 2001 - March 2002
Alcatel-Lucent 1996 - 2001
Lucent Technologies May 1987 - October 2000
AT&T Bell Laboratories 1987 - 1996
Skills
Program Management, PMP, Project Management, Telecommunications, Software Development, PMI, Vendor Management, Cross-functional Team..., Software Project..., PMO, SDLC, Integration, Lean Transformation, Lean IT, Six Sigma, Lean Six Sigma, Requirements Analysis, Process Improvement, MS Project, Resource Management, Enterprise Software, Wireless, Product Management, Project Portfolio..., Leadership, CMMI, Networking, CDMA, Consulting, Agile Project Management, IT Strategy, Testing
Education
The Tuck School of Business at Dartmouth 2008 — 2008
Executive Training, How to create a High Performance Business
University of California, Santa Barbara 1985 — 1986
M.S., Electrical and Computer Engineering, A+
Marquette University 1980 — 1985
B.S., Electrical and Computer Engineering
Flora Tan's TD Ameritrade Experience June 2012 - August 2012
Job Student at the Massachusetts Institute of Technology
Industry Computer Software
Experience
Goldman Sachs January 2015 - January 2015
Intel Corporation June 2014 - August 2014
Merrill Lynch January 2014 - January 2014
Intel Corporation May 2013 - August 2013
MIT Media Lab September 2012 - February 2013
TD Ameritrade June 2012 - August 2012
The Cooper Union July 2011 - August 2011
Education
MIT 2012 — 2016
Candidate for a Bachelor of Science Degree
Staten Island Technical High School 2008 — 2012
High School Diploma
Goldman Sachs January 2015 - January 2015
Intel Corporation June 2014 - August 2014
Merrill Lynch January 2014 - January 2014
Intel Corporation May 2013 - August 2013
MIT Media Lab September 2012 - February 2013
TD Ameritrade June 2012 - August 2012
The Cooper Union July 2011 - August 2011
Education
MIT 2012 — 2016
Candidate for a Bachelor of Science Degree
Staten Island Technical High School 2008 — 2012
High School Diploma
Austin Fiala Austin Fiala's TD Ameritrade Experience February 2013 - June 2014
Job Seeking Employment
Industry Information Technology and Services
Experience
TD Ameritrade February 2013 - June 2014
University of Nebraska at Omaha August 2009 - February 2013
Skills
IT Audit, Linux, HTML, COBIT, Ruby, SQL, Java, JavaScript, Technical Documentation, System Administration, CSS, Manual Testing, Web Development, SDLC, ITGC, Ruby on Rails
Education
University of Nebraska at Omaha 2009 — 2014
Bachelor's Degree, Management Information Systems, General
University of Nebraska at Omaha 2009 — 2014
Systems Development Certificate, Management Information Systems, General
Management Center Innsbruck 2011 — 2011
Management Information Systems, General
TD Ameritrade February 2013 - June 2014
University of Nebraska at Omaha August 2009 - February 2013
Skills
IT Audit, Linux, HTML, COBIT, Ruby, SQL, Java, JavaScript, Technical Documentation, System Administration, CSS, Manual Testing, Web Development, SDLC, ITGC, Ruby on Rails
Education
University of Nebraska at Omaha 2009 — 2014
Bachelor's Degree, Management Information Systems, General
University of Nebraska at Omaha 2009 — 2014
Systems Development Certificate, Management Information Systems, General
Management Center Innsbruck 2011 — 2011
Management Information Systems, General
James Oberlies's TD Ameritrade Experience September 2012 - January 2013
Job Fitness Trainer
Industry Health, Wellness and Fitness
Experience
Lean808 September 2015 - Present
Arrowhead General Insurance Agency July 2015 - August 2015
GEICO January 2013 - May 2015
TD Ameritrade September 2012 - January 2013
PNC September 2010 - March 2012
Skills
Sales, Leadership, Customer Service, Finance
Education
Lycoming College 2006 — 2010
Bachelors of Art, Business Management, Management
Saint Joseph's Prepatory 2003 — 2006
Lean808 September 2015 - Present
Arrowhead General Insurance Agency July 2015 - August 2015
GEICO January 2013 - May 2015
TD Ameritrade September 2012 - January 2013
PNC September 2010 - March 2012
Skills
Sales, Leadership, Customer Service, Finance
Education
Lycoming College 2006 — 2010
Bachelors of Art, Business Management, Management
Saint Joseph's Prepatory 2003 — 2006
Adam O'Donoghue Adam O'Donoghue's TD Ameritrade Experience October 2011 - October 2012
Job Manager of Licensing at Ryan Specialty Group
Industry Insurance
Experience
Ryan Specialty Group October 2012 - Present
TD Ameritrade October 2011 - October 2012
The Warranty Group July 2006 - June 2010
The Warranty Group July 2006 - November 2008
U.S. Navy Reserve September 2005 - September 2008
US Navy September 2000 - September 2005
Skills
Process Improvement, Insurance, Customer Service, Call Centers, Team Building, Access, Microsoft Office, Risk Management, PowerPoint, Visio, Word, Excel, Outlook, Lotus Notes, MS Project, SharePoint, AS400, InfoPath, PeopleSoft, Scheduling, Problem Solving, Analysis, Team Leadership, Customer Relations, Call Center, Administration, Windows, Documentation, Planning, Compliance, Mentoring, Customer Satisfaction, Project Planning, Administrative Support, Coaching, Vendor Relations, Insurance Licensing, Regulatory Compliance, Microsoft Excel
Education
Metropolitan State University of Denver 2006 — 2011
BS, Business Management
Ryan Specialty Group October 2012 - Present
TD Ameritrade October 2011 - October 2012
The Warranty Group July 2006 - June 2010
The Warranty Group July 2006 - November 2008
U.S. Navy Reserve September 2005 - September 2008
US Navy September 2000 - September 2005
Skills
Process Improvement, Insurance, Customer Service, Call Centers, Team Building, Access, Microsoft Office, Risk Management, PowerPoint, Visio, Word, Excel, Outlook, Lotus Notes, MS Project, SharePoint, AS400, InfoPath, PeopleSoft, Scheduling, Problem Solving, Analysis, Team Leadership, Customer Relations, Call Center, Administration, Windows, Documentation, Planning, Compliance, Mentoring, Customer Satisfaction, Project Planning, Administrative Support, Coaching, Vendor Relations, Insurance Licensing, Regulatory Compliance, Microsoft Excel
Education
Metropolitan State University of Denver 2006 — 2011
BS, Business Management
Andrew Duqum's TD Ameritrade Experience December 2010 - May 2015
Job Actuarial Intern
Industry Insurance
Experience
MetLife May 2015 - Present
TD Ameritrade December 2010 - May 2015
Scottrade November 2013 - October 2014
Sam's Club April 2012 - February 2014
Skills
Supervisory Experience, Corporate Communications, Technical Analysis, Fundamental Analysis, Actuarial Science, Market Research, Risk Management, Microsoft Excel, Analysis, Access, Data Analysis, Management
Education
Maryville University of Saint Louis 2012 — 2016
Actuarial science, Actuarial Science
MetLife May 2015 - Present
TD Ameritrade December 2010 - May 2015
Scottrade November 2013 - October 2014
Sam's Club April 2012 - February 2014
Skills
Supervisory Experience, Corporate Communications, Technical Analysis, Fundamental Analysis, Actuarial Science, Market Research, Risk Management, Microsoft Excel, Analysis, Access, Data Analysis, Management
Education
Maryville University of Saint Louis 2012 — 2016
Actuarial science, Actuarial Science
Jordan Anthony Jordan Anthony's TD Ameritrade Experience October 2012 - August 2013
Job Telecom Transmission Engineer at Union Pacific
Industry Telecommunications
Experience
Union Pacific Railroad January 2014 - Present
TD Ameritrade October 2012 - August 2013
Heartland Technology Solutions May 2012 - August 2012
Skills
Programming, Mac, Microsoft Technologies, Engineering, Information Technology
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Science (B.S.), Electrical and Electronics Engineering / Mathematics
Metropolitan Community College 2008 — 2010
Associate's degree, Pre-Engineering
Union Pacific Railroad January 2014 - Present
TD Ameritrade October 2012 - August 2013
Heartland Technology Solutions May 2012 - August 2012
Skills
Programming, Mac, Microsoft Technologies, Engineering, Information Technology
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Science (B.S.), Electrical and Electronics Engineering / Mathematics
Metropolitan Community College 2008 — 2010
Associate's degree, Pre-Engineering
Cheryl Piemontese's TD Ameritrade Experience June 2002 - May 2007
Job Executive Assistant at Tenaska
Industry Oil & Energy
Experience
Tenaska April 2013 - Present
Oriental Trading Company May 2007 - October 2009
TD Ameritrade June 2002 - May 2007
Skills
Expense Reports, Administrative..., Administrative..., Calendaring, Office Management, Spreadsheets, Travel Arrangements
Education
Metropolitan Community College
Political Science and Government
Tenaska April 2013 - Present
Oriental Trading Company May 2007 - October 2009
TD Ameritrade June 2002 - May 2007
Skills
Expense Reports, Administrative..., Administrative..., Calendaring, Office Management, Spreadsheets, Travel Arrangements
Education
Metropolitan Community College
Political Science and Government
Bryan Becker's TD Ameritrade Experience July 1999 - January 2013
Job Senior Network Engineer at Oracle (formerly Micros Systems)
Industry Information Technology and Services
Experience
Oracle March 2014 - Present
FEI Systems January 2013 - March 2014
TD Ameritrade July 1999 - January 2013
St. Paul Companies (USF&G) January 1996 - July 1999
St. Paul Companies (USF&G) August 1994 - January 1996
Skills
Vendor Management, Disaster Recovery, Data Center, Security, Visio, Business Analysis, Integration, Process Improvement, Requirements Analysis, SharePoint, Enterprise Architecture, Networking, Data Network, SDLC, Data Network Design, Network Design, Cisco Technologies, Cisco IOS, VoIP, Network Administration, Routing, Troubleshooting
Education
Loyola University Maryland 2004 — 2010
MBA, General Business
The Johns Hopkins University - Carey Business School 1996 — 1999
MS, Information Technology
University of Maryland Baltimore County 1990 — 1994
BS, IFSM
Calvert Hall College High School 1986 — 1990
Oracle March 2014 - Present
FEI Systems January 2013 - March 2014
TD Ameritrade July 1999 - January 2013
St. Paul Companies (USF&G) January 1996 - July 1999
St. Paul Companies (USF&G) August 1994 - January 1996
Skills
Vendor Management, Disaster Recovery, Data Center, Security, Visio, Business Analysis, Integration, Process Improvement, Requirements Analysis, SharePoint, Enterprise Architecture, Networking, Data Network, SDLC, Data Network Design, Network Design, Cisco Technologies, Cisco IOS, VoIP, Network Administration, Routing, Troubleshooting
Education
Loyola University Maryland 2004 — 2010
MBA, General Business
The Johns Hopkins University - Carey Business School 1996 — 1999
MS, Information Technology
University of Maryland Baltimore County 1990 — 1994
BS, IFSM
Calvert Hall College High School 1986 — 1990
Tyler Groth Tyler Groth's TD Ameritrade Experience September 2009 - April 2010
Job Student at Metropolitan Community College, University of NebraskaLincoln
Industry Financial Services
Experience
U.S. Bank August 2014 - Present
TD Ameritrade September 2009 - April 2010
Skills
Customer Service, Computer Proficiency
Education
University of Nebraska at Omaha 2015 — 2016
Business Finance
Metropolitan Community College 2015 — 2015
Business Transfer, Accounting
University of Nebraska-Lincoln 2011 — 2014
Professional Golf Management, Accounting
Metropolitan Community College 2010 — 2011
Transfer
U.S. Bank August 2014 - Present
TD Ameritrade September 2009 - April 2010
Skills
Customer Service, Computer Proficiency
Education
University of Nebraska at Omaha 2015 — 2016
Business Finance
Metropolitan Community College 2015 — 2015
Business Transfer, Accounting
University of Nebraska-Lincoln 2011 — 2014
Professional Golf Management, Accounting
Metropolitan Community College 2010 — 2011
Transfer
Rachel Eckles's TD Ameritrade Experience May 2014 - Present
Job Fraud Investigator at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade April 2012 - May 2014
TD Ameritrade August 2006 - April 2012
TD Ameritrade October 2004 - August 2006
Skills
Analysis, Financial Risk, Risk Management, Fraud, Financial Services, Series 7, Investigation, Loss Prevention, Securities
Education
Metropolitan Community College
Legal Assistant/Paralegal
TD Ameritrade May 2014 - Present
TD Ameritrade April 2012 - May 2014
TD Ameritrade August 2006 - April 2012
TD Ameritrade October 2004 - August 2006
Skills
Analysis, Financial Risk, Risk Management, Fraud, Financial Services, Series 7, Investigation, Loss Prevention, Securities
Education
Metropolitan Community College
Legal Assistant/Paralegal
Richard Curylo's TD Ameritrade Experience November 2010 - October 2012
Job Green Coffee Trader at Mitsui Foods, Inc
Industry Food & Beverages
Experience
Mitsui Foods, Inc June 2013 - Present
UBS November 2012 - June 2013
TD Ameritrade November 2010 - October 2012
Spartan Embroidery May 2005 - December 2009
T&C Sports World June 2004 - September 2006
Skills
Risk Management, Microsoft Excel, Microsoft Office, Operational Risk..., Data Analysis, Executive Reporting, Brokerage, Sales, Process Improvement, Business Analysis, Coffee, Logistics, Import Logistics, Procurement, Commodity Risk..., Futures Trading
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Finance
Monsignor Farrell H.S. 2002 — 2006
Mitsui Foods, Inc June 2013 - Present
UBS November 2012 - June 2013
TD Ameritrade November 2010 - October 2012
Spartan Embroidery May 2005 - December 2009
T&C Sports World June 2004 - September 2006
Skills
Risk Management, Microsoft Excel, Microsoft Office, Operational Risk..., Data Analysis, Executive Reporting, Brokerage, Sales, Process Improvement, Business Analysis, Coffee, Logistics, Import Logistics, Procurement, Commodity Risk..., Futures Trading
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Finance
Monsignor Farrell H.S. 2002 — 2006
Peter Melcher's TD Ameritrade Experience May 2013 - Present
Job Facilities Maintenance Tech. at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
Education
Metropolitan Community College
Business Managment
TD Ameritrade May 2013 - Present
Education
Metropolitan Community College
Business Managment
Gerry Phelan's TD Ameritrade Experience March 2002 - September 2006
Job Owner at Midwest Woodworkers
Industry Retail
Experience
Midwest Woodworkers November 2008 - Present
The Performance Catalyst June 2007 - November 2008
Peak Pathways May 2007 - November 2008
Pro-Tec Data May 2007 - November 2008
TD Ameritrade March 2002 - September 2006
International Paper Co October 1980 - February 2000
Skills
Organizational..., Strategic Planning, Project Management, Management, Training, Small Business, Career Counseling, Coaching, Leadership, Strategy, Advertising, Recruiting, Team Building, Talent Management, Human Resources, Business Development, Leadership Development, Marketing, Operations Management, Public Speaking, Employee Relations, Employee Training, Analysis, Sales Management, Business Planning, Consulting, Risk Management, Time Management, Interviews, Retail, Networking, Entrepreneurship, Start-ups, Executive Coaching, Management Consulting, Team Leadership, Social Networking, Customer Service, Performance Management, Employee Benefits, New Business Development, Sales, Account Management, Executive Management, Budgets, Hiring, Vendor Management, Contract Negotiation, Process Improvement, Customer Satisfaction
Education
Marquette University 1970 — 1980
BS, Operations Management
Midwest Woodworkers November 2008 - Present
The Performance Catalyst June 2007 - November 2008
Peak Pathways May 2007 - November 2008
Pro-Tec Data May 2007 - November 2008
TD Ameritrade March 2002 - September 2006
International Paper Co October 1980 - February 2000
Skills
Organizational..., Strategic Planning, Project Management, Management, Training, Small Business, Career Counseling, Coaching, Leadership, Strategy, Advertising, Recruiting, Team Building, Talent Management, Human Resources, Business Development, Leadership Development, Marketing, Operations Management, Public Speaking, Employee Relations, Employee Training, Analysis, Sales Management, Business Planning, Consulting, Risk Management, Time Management, Interviews, Retail, Networking, Entrepreneurship, Start-ups, Executive Coaching, Management Consulting, Team Leadership, Social Networking, Customer Service, Performance Management, Employee Benefits, New Business Development, Sales, Account Management, Executive Management, Budgets, Hiring, Vendor Management, Contract Negotiation, Process Improvement, Customer Satisfaction
Education
Marquette University 1970 — 1980
BS, Operations Management
Annmarie LaGroue's TD Ameritrade Experience February 2013 - April 2013
Job Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin August 2013 - Present
Lockheed Martin May 2013 - Present
TD Ameritrade February 2013 - April 2013
Skills
Financial Analysis, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
McMurry University 2009 — 2010
Lockheed Martin August 2013 - Present
Lockheed Martin May 2013 - Present
TD Ameritrade February 2013 - April 2013
Skills
Financial Analysis, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
McMurry University 2009 — 2010
Margaret Dunlap Margaret Dunlap's TD Ameritrade Experience July 2003 - Present
Job Vice President, Institutional Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade July 2003 - Present
Skills
Series 7, Series 8, Series 65, Series 63, Financial Services, Wealth Management, Investment Advisory...
Education
Marquette University
Bachelor's Degree, Business Administration
TD Ameritrade July 2003 - Present
Skills
Series 7, Series 8, Series 65, Series 63, Financial Services, Wealth Management, Investment Advisory...
Education
Marquette University
Bachelor's Degree, Business Administration
Thomas Swedlund Thomas Swedlund's TD Ameritrade Experience April 2014 - December 2014
Job Accounting Analyst at Orion Advisor Services, LLC
Industry Internet
Experience
Orion Advisor Services January 2015 - Present
TD Ameritrade April 2014 - December 2014
Aerotek November 2013 - April 2014
Premier Bank, Omaha November 2012 - October 2013
Education
Metropolitan Community College 2013 — 2016
Incomplete, Accounting, 3.6
University of Nebraska at Omaha 2012 — 2013
Incomplete, Computer Science
Millard South High School 2004 — 2008
General Studies
Orion Advisor Services January 2015 - Present
TD Ameritrade April 2014 - December 2014
Aerotek November 2013 - April 2014
Premier Bank, Omaha November 2012 - October 2013
Education
Metropolitan Community College 2013 — 2016
Incomplete, Accounting, 3.6
University of Nebraska at Omaha 2012 — 2013
Incomplete, Computer Science
Millard South High School 2004 — 2008
General Studies
Braydon Strous Braydon Strous's TD Ameritrade Experience January 2012 - January 2014
Job Retirement Plan Consultant: Helping Advisors, Business Owners and Plan Sponsors Offer Competitive Retirement Benefits
Industry Financial Services
Experience
ADP August 2015 - Present
Jackson January 2014 - August 2015
TD Ameritrade January 2012 - January 2014
Fidelity Investments August 2006 - July 2009
Skills
Safe Harbor, 401k, Investments, Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Diversification, Risk Management, Wealth Management, Direct Sales, Relationship Management, Uniform Combined State..., Investment Management, Alternative Investments, Asset Management, Fixed Annuities, Variable Annuities, Sales, Identifying Sales..., Identifying Client Needs, Separately Managed..., Investment Strategies, Investment Advisory, Securities, Equities, Retirement, Retirement Planning, Portfolio Management, Sales Presentations
Education
Miami University 2003 — 2006
Bachelor of Science, Political Science
ADP August 2015 - Present
Jackson January 2014 - August 2015
TD Ameritrade January 2012 - January 2014
Fidelity Investments August 2006 - July 2009
Skills
Safe Harbor, 401k, Investments, Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Diversification, Risk Management, Wealth Management, Direct Sales, Relationship Management, Uniform Combined State..., Investment Management, Alternative Investments, Asset Management, Fixed Annuities, Variable Annuities, Sales, Identifying Sales..., Identifying Client Needs, Separately Managed..., Investment Strategies, Investment Advisory, Securities, Equities, Retirement, Retirement Planning, Portfolio Management, Sales Presentations
Education
Miami University 2003 — 2006
Bachelor of Science, Political Science
Jerri Lovato Jerri Lovato's TD Ameritrade Experience August 2004 - June 2011
Job Income Auditor at Omi Interlocken Resort
Industry Hospitality
Experience
Omi Interlocken Resort July 2012 - Present
Omni Interlocken Resort & Spa August 2011 - July 2012
TD Ameritrade August 2004 - June 2011
Sage Hospitality January 1999 - January 2004
Skills
Customer Service, Microsoft Office, Business Analysis, Process Improvement, Team Leadership, Teamwork, Vendor Management, Active Directory, Hotels, SharePoint, Windows, Data Center, Databases, Disaster Recovery, Servers, Windows Server, Front Office
Education
Metropolitan State University of Denver 1988 — 1992
Hospitality, Meeting & Travel Administration
Denver South High School 1986 — 1988
High School Diploma, Business
Omi Interlocken Resort July 2012 - Present
Omni Interlocken Resort & Spa August 2011 - July 2012
TD Ameritrade August 2004 - June 2011
Sage Hospitality January 1999 - January 2004
Skills
Customer Service, Microsoft Office, Business Analysis, Process Improvement, Team Leadership, Teamwork, Vendor Management, Active Directory, Hotels, SharePoint, Windows, Data Center, Databases, Disaster Recovery, Servers, Windows Server, Front Office
Education
Metropolitan State University of Denver 1988 — 1992
Hospitality, Meeting & Travel Administration
Denver South High School 1986 — 1988
High School Diploma, Business
Aaron Sedlacek Aaron Sedlacek's TD Ameritrade Experience September 2004 - November 2005
Job Product Underwriter/Business Development
Industry Insurance
Experience
Applied Underwriters January 2014 - Present
Aercor Wireless Inc July 2013 - December 2013
Network America July 2011 - July 2013
HA Advantage Inc. September 2009 - July 2011
HA Logistics Inc 2009 - July 2011
WebEquity Solutions, LLC August 2008 - September 2009
BirdDog Solutions November 2005 - July 2008
TD Ameritrade September 2004 - November 2005
Hearthstone Homes September 2003 - March 2004
TD Ameritrade November 2001 - September 2003
Skills
Salesforce.com, Sales, Sales Management, Selling, Sales Process, New Business Development, Solution Selling, Training, Start-ups, Mobile Devices, Account Management, Direct Sales, SaaS, Enterprise Software, Lead Generation, B2B, Cloud Computing, CRM, Professional Services, Business Development, Management, Cold Calling, Channel Partners, Strategic Partnerships, Marketing, Strategic Planning, Contract Negotiation, Team Leadership, Negotiation, Sales Presentations, Customer Service, Team Building, Strategy, Email Marketing, Data Center, Wireless, Marketing Strategy, Business Strategy, E-commerce, Social Media Marketing, Entrepreneurship, Networking, Operations Management, Business Planning
Education
Metropolitan Community College 2007 — 2008
Business
Iowa Central Community College 1997 — 1998
Business
St. Mary's
Applied Underwriters January 2014 - Present
Aercor Wireless Inc July 2013 - December 2013
Network America July 2011 - July 2013
HA Advantage Inc. September 2009 - July 2011
HA Logistics Inc 2009 - July 2011
WebEquity Solutions, LLC August 2008 - September 2009
BirdDog Solutions November 2005 - July 2008
TD Ameritrade September 2004 - November 2005
Hearthstone Homes September 2003 - March 2004
TD Ameritrade November 2001 - September 2003
Skills
Salesforce.com, Sales, Sales Management, Selling, Sales Process, New Business Development, Solution Selling, Training, Start-ups, Mobile Devices, Account Management, Direct Sales, SaaS, Enterprise Software, Lead Generation, B2B, Cloud Computing, CRM, Professional Services, Business Development, Management, Cold Calling, Channel Partners, Strategic Partnerships, Marketing, Strategic Planning, Contract Negotiation, Team Leadership, Negotiation, Sales Presentations, Customer Service, Team Building, Strategy, Email Marketing, Data Center, Wireless, Marketing Strategy, Business Strategy, E-commerce, Social Media Marketing, Entrepreneurship, Networking, Operations Management, Business Planning
Education
Metropolitan Community College 2007 — 2008
Business
Iowa Central Community College 1997 — 1998
Business
St. Mary's
Linda Calkins Linda Calkins's TD Ameritrade Experience February 2008 - June 2011
Job System Support Analyst II at TD Ameritrade
Industry Financial Services
Experience
ConsultNet December 2011 - Present
3t Systems August 2011 - Present
TD Ameritrade February 2008 - June 2011
Fiserv January 2004 - February 2008
Education
New Horizon Computer Training Center 2005 — 2005
Microsoft Certified Supporting Userr Window Apps & Window Desktop Operating Systems
Madison Area Technical College 1978 — 1981
Associates, Computer Programinng
ConsultNet December 2011 - Present
3t Systems August 2011 - Present
TD Ameritrade February 2008 - June 2011
Fiserv January 2004 - February 2008
Education
New Horizon Computer Training Center 2005 — 2005
Microsoft Certified Supporting Userr Window Apps & Window Desktop Operating Systems
Madison Area Technical College 1978 — 1981
Associates, Computer Programinng
Gregor Irish Gregor Irish's TD Ameritrade Experience April 2005 - April 2006
Job Data Center Operations & Infrastructure Engineering
Industry Information Technology and Services
Experience
Biogen March 2011 - Present
G.M. Irish LLC Data Center consulting services April 2006 - March 2011
TD Ameritrade April 2005 - April 2006
Almac Group 2003 - 2005
Cable & Wireless Communications January 2001 - March 2003
US Army January 1997 - December 1999
Skills
Data Center Operations, Infrastructure..., C-Net Certified Data..., ETA Certified Fiber..., VMware, Software Installation, Microsoft Exchange, Disaster Recovery, Windows, Active Directory, Data Center, Hardware, Servers, VPN, Infrastructure, Infrastructure..., Citrix, IT Management, Virtualization, Databases
Education
Marist College
Data Center Technologies
CLC 1999 — 2001
Diploma, Network Engineering & Management
Biogen March 2011 - Present
G.M. Irish LLC Data Center consulting services April 2006 - March 2011
TD Ameritrade April 2005 - April 2006
Almac Group 2003 - 2005
Cable & Wireless Communications January 2001 - March 2003
US Army January 1997 - December 1999
Skills
Data Center Operations, Infrastructure..., C-Net Certified Data..., ETA Certified Fiber..., VMware, Software Installation, Microsoft Exchange, Disaster Recovery, Windows, Active Directory, Data Center, Hardware, Servers, VPN, Infrastructure, Infrastructure..., Citrix, IT Management, Virtualization, Databases
Education
Marist College
Data Center Technologies
CLC 1999 — 2001
Diploma, Network Engineering & Management
Avril Kuo Avril Kuo's TD Ameritrade Experience June 2015 - Present
Job Enterprise Data and Analytics Business Analyst Intern
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
BrightWire Inc. April 2011 - December 2011
The Aperture Foundation July 2010 - January 2011
Design New England magazine February 2009 - May 2009
MutualArt.com 2009 - 2009
Eastlink Gallery May 2008 - August 2008
Skills
Research, Editing, Data Analysis, Social Media, PowerPoint, Editorial, Management, Nonprofits, Microsoft Office
Education
Wellesley College 2006 — 2010
B.A, Art History
Union High School 2002 — 2006
Massachusetts Institute of Technology
TD Ameritrade June 2015 - Present
BrightWire Inc. April 2011 - December 2011
The Aperture Foundation July 2010 - January 2011
Design New England magazine February 2009 - May 2009
MutualArt.com 2009 - 2009
Eastlink Gallery May 2008 - August 2008
Skills
Research, Editing, Data Analysis, Social Media, PowerPoint, Editorial, Management, Nonprofits, Microsoft Office
Education
Wellesley College 2006 — 2010
B.A, Art History
Union High School 2002 — 2006
Massachusetts Institute of Technology
Joe Mena Joe Mena's TD Ameritrade Experience 1997 - 2001
Job Staff Accountant
Industry Nonprofit Organization Management
Experience
Natural Resources Defense Council March 2012 - December 2012
Frito Lay April 2010 - March 2012
Practising Law Institute December 2007 - March 2010
Environmental Defense Fund May 2005 - October 2007
Atlas Air, Inc. August 2001 - July 2003
TD Ameritrade 1997 - 2001
Skills
General Ledger, Account Reconciliation, Accounting, Invoicing, Financial Statements, Journal Entries, Analysis, Bank Reconciliation, Fixed Assets, Management, Balance, Banking, Investments, Sales, Payments, Financial Analysis, Preparation, Financial Reporting, Microsoft Excel, Internal Controls, Auditing, Budgets, Customer Service, Finance, Microsoft Office, PowerPoint
Education
Mercy College 2004 — 2008
BS, Accounting
Natural Resources Defense Council March 2012 - December 2012
Frito Lay April 2010 - March 2012
Practising Law Institute December 2007 - March 2010
Environmental Defense Fund May 2005 - October 2007
Atlas Air, Inc. August 2001 - July 2003
TD Ameritrade 1997 - 2001
Skills
General Ledger, Account Reconciliation, Accounting, Invoicing, Financial Statements, Journal Entries, Analysis, Bank Reconciliation, Fixed Assets, Management, Balance, Banking, Investments, Sales, Payments, Financial Analysis, Preparation, Financial Reporting, Microsoft Excel, Internal Controls, Auditing, Budgets, Customer Service, Finance, Microsoft Office, PowerPoint
Education
Mercy College 2004 — 2008
BS, Accounting
Daniel Loughney's TD Ameritrade Experience January 2006 - May 2007
Job Manager, Application Development at Russell Reynolds Associates
Industry Information Technology and Services
Experience
Russell Reynolds Associates June 2007 - Present
The Spooky Group, LLC 2013 - Present
TD Ameritrade January 2006 - May 2007
TD Ameritrade/TD Waterhouse April 2001 - January 2006
Desktop News Corp. 1999 - 2001
Proginet Corp. 1994 - 1999
AT&T 1988 - 1994
Skills
Software Development, Integration, Project Management, Strategy, Telecommunications, SDLC, Product Development, Mobile Devices, Agile Methodologies, Vendor Management, Business Analysis, SharePoint, Requirements Analysis, Business Intelligence, SQL, System Architecture, IT Strategy, Enterprise Software, .NET, Cloud Computing, Software Project..., Enterprise Architecture, Disaster Recovery, IT Management, Databases, Data Warehousing, Microsoft SQL Server, SaaS, Agile Project Management, Mobile Applications, Solution Architecture, Requirements Gathering, Scrum, Start-ups, Database Design, Web Services, Unix
Education
Polytechnic University 1992 — 1994
MS, Computer Science
Manhattan College 1984 — 1988
BS, Computer Science
Christian Brothers Academy, Lincroft NJ 1980 — 1984
HS
Russell Reynolds Associates June 2007 - Present
The Spooky Group, LLC 2013 - Present
TD Ameritrade January 2006 - May 2007
TD Ameritrade/TD Waterhouse April 2001 - January 2006
Desktop News Corp. 1999 - 2001
Proginet Corp. 1994 - 1999
AT&T 1988 - 1994
Skills
Software Development, Integration, Project Management, Strategy, Telecommunications, SDLC, Product Development, Mobile Devices, Agile Methodologies, Vendor Management, Business Analysis, SharePoint, Requirements Analysis, Business Intelligence, SQL, System Architecture, IT Strategy, Enterprise Software, .NET, Cloud Computing, Software Project..., Enterprise Architecture, Disaster Recovery, IT Management, Databases, Data Warehousing, Microsoft SQL Server, SaaS, Agile Project Management, Mobile Applications, Solution Architecture, Requirements Gathering, Scrum, Start-ups, Database Design, Web Services, Unix
Education
Polytechnic University 1992 — 1994
MS, Computer Science
Manhattan College 1984 — 1988
BS, Computer Science
Christian Brothers Academy, Lincroft NJ 1980 — 1984
HS
Jeff Spring's TD Ameritrade Experience January 2006 - June 2007
Job User Experience Professional
Industry Design
Experience
EvenUp Inc. June 2014 - Present
Cronus Design Group August 2002 - Present
Juggernaut Interactive November 2012 - May 2014
QA3 Financial Corp June 2007 - February 2010
TD Ameritrade January 2006 - June 2007
Analysts International 1998 - 2001
Skills
User Experience, Information Architecture, Interaction Design, Web Development, Web Applications, SEO, CSS, Usability, User Interface, Mobile Design, XHTML, Mobile Applications, Online Advertising, Mobile Devices, Adobe Creative Suite, User Interface Design, User-centered Design, E-commerce, Email Marketing, Web Analytics, Product Development, Branding & Identity, Creative Direction, Web Project Management, Content Strategy, HTML 5, Mobile Interaction..., Responsive Design, Social Media Marketing, Collaborative Problem..., Thought Leadership, Project Coordination, Graphic Design, PHP, Web Services, Amazon Web Services..., Custom CMS Development, Custom Software..., Financial Services, WordPress, Umbraco, Agile & Waterfall..., jQuery, JavaScript, Business Strategy, Management, Project Management, Small Business
Education
Metropolitan Community College 1998 — 2000
Associates, Electronic Arts
University of Nebraska-Lincoln 1996 — 1999
Business Administration and Management, General
EvenUp Inc. June 2014 - Present
Cronus Design Group August 2002 - Present
Juggernaut Interactive November 2012 - May 2014
QA3 Financial Corp June 2007 - February 2010
TD Ameritrade January 2006 - June 2007
Analysts International 1998 - 2001
Skills
User Experience, Information Architecture, Interaction Design, Web Development, Web Applications, SEO, CSS, Usability, User Interface, Mobile Design, XHTML, Mobile Applications, Online Advertising, Mobile Devices, Adobe Creative Suite, User Interface Design, User-centered Design, E-commerce, Email Marketing, Web Analytics, Product Development, Branding & Identity, Creative Direction, Web Project Management, Content Strategy, HTML 5, Mobile Interaction..., Responsive Design, Social Media Marketing, Collaborative Problem..., Thought Leadership, Project Coordination, Graphic Design, PHP, Web Services, Amazon Web Services..., Custom CMS Development, Custom Software..., Financial Services, WordPress, Umbraco, Agile & Waterfall..., jQuery, JavaScript, Business Strategy, Management, Project Management, Small Business
Education
Metropolitan Community College 1998 — 2000
Associates, Electronic Arts
University of Nebraska-Lincoln 1996 — 1999
Business Administration and Management, General
Paul Tiernan's TD Ameritrade Experience September 2012 - August 2013
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Jennifer Olson de Saldana's TD Ameritrade Experience January 2012 - Present
Job Manager, TDATC Systems Mgt.
Industry Information Technology and Services
Experience
TD Ameritrade January 2012 - Present
TD Ameritrade March 2008 - January 2012
Fiserv March 2006 - March 2008
Fiserv Investment Support Services January 2001 - March 2006
First Trust September 1998 - January 2001
National Farmers Union Insurance 1992 - 1998
BG Maintence Mangement March 1990 - 1992
Skills
Business Analysis, Disaster Recovery, Process Improvement, SharePoint, Visio, Windows Server, Customer Service, Software Documentation, Data Center, Process Management, Testing, Vendor Management, Operating Systems, Unix, IBM AIX, SDLC
Education
Metropolitan State University of Denver 1990 — 1993
TD Ameritrade January 2012 - Present
TD Ameritrade March 2008 - January 2012
Fiserv March 2006 - March 2008
Fiserv Investment Support Services January 2001 - March 2006
First Trust September 1998 - January 2001
National Farmers Union Insurance 1992 - 1998
BG Maintence Mangement March 1990 - 1992
Skills
Business Analysis, Disaster Recovery, Process Improvement, SharePoint, Visio, Windows Server, Customer Service, Software Documentation, Data Center, Process Management, Testing, Vendor Management, Operating Systems, Unix, IBM AIX, SDLC
Education
Metropolitan State University of Denver 1990 — 1993
Kim Saitta's TD Ameritrade Experience December 2009 - Present
Job Marketing professional with strong emphasis in communication and associate engagement.
Industry Marketing and Advertising
Experience
TD Ameritrade December 2009 - Present
HDR September 2007 - September 2009
PEAK April 1998 - September 2007
Big Red Keno 1989 - 1994
Big Red Keno 1989 - 1994
Skills
Employee Engagement, Rewards Programs, Marketing, Communication, Strategic Planning, Project Management, Event Planning, Process Improvement, Training, Budget Management, Public Speaking, Total Rewards Strategies, Management, Direct Marketing, Series 7, Financial Services
Education
Metropolitan Community College 2005 — 2006
Graphic Design
University of Nebraska at Omaha 1985 — 1987
Marketing
TD Ameritrade December 2009 - Present
HDR September 2007 - September 2009
PEAK April 1998 - September 2007
Big Red Keno 1989 - 1994
Big Red Keno 1989 - 1994
Skills
Employee Engagement, Rewards Programs, Marketing, Communication, Strategic Planning, Project Management, Event Planning, Process Improvement, Training, Budget Management, Public Speaking, Total Rewards Strategies, Management, Direct Marketing, Series 7, Financial Services
Education
Metropolitan Community College 2005 — 2006
Graphic Design
University of Nebraska at Omaha 1985 — 1987
Marketing
Therese Campbell's TD Ameritrade Experience Sr Analyst T2 FinanceTD AmeritradeJune 2010 - February 2013
Job Manager, T2 Finance Support
Industry Financial Services
Experience
TD Ameritrade Sr Analyst T2 FinanceTD AmeritradeJune 2010 - February 2013
TDAmeritrade 2006 - February 2013
TD Ameritrade May 2005 - February 2013
Nebraska State Historical Society Foundation 2002 - 2005
Skills
Risk Management, Budgets, Business Analysis, Accruals, Account Reconciliation, Financial Analysis, Accounting, Finance, Financial Reporting, Financial Forecasting, Financial Services
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Accounting and Finance
TD Ameritrade Sr Analyst T2 FinanceTD AmeritradeJune 2010 - February 2013
TDAmeritrade 2006 - February 2013
TD Ameritrade May 2005 - February 2013
Nebraska State Historical Society Foundation 2002 - 2005
Skills
Risk Management, Budgets, Business Analysis, Accruals, Account Reconciliation, Financial Analysis, Accounting, Finance, Financial Reporting, Financial Forecasting, Financial Services
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Accounting and Finance
Dave Ranallo's TD Ameritrade Experience June 2006 - June 2010
Job Distributed Systems Engineer at First Data Corporation
Industry Financial Services
Experience
First Data Corporation June 2010 - Present
TD Ameritrade June 2006 - June 2010
ConAgra Foods June 2001 - July 2006
Skills
VMware, System Administration, Shell Scripting, Servers, Distributed Systems, Unix, Solaris, Linux, Unix Shell Scripting, Operating Systems, Troubleshooting, Veritas, Veritas Volume Manager, Apache
Education
Metropolitan Community College
Financial Planning
First Data Corporation June 2010 - Present
TD Ameritrade June 2006 - June 2010
ConAgra Foods June 2001 - July 2006
Skills
VMware, System Administration, Shell Scripting, Servers, Distributed Systems, Unix, Solaris, Linux, Unix Shell Scripting, Operating Systems, Troubleshooting, Veritas, Veritas Volume Manager, Apache
Education
Metropolitan Community College
Financial Planning
John NePage's TD Ameritrade Experience March 2012 - Present
Job Senior Engineer at TD Ameritrade
Industry Media Production
Experience
TD Ameritrade March 2012 - Present
Tek Systems November 2011 - March 2012
Omaha World Herald October 2007 - October 2011
Girls and Boys Town May 2000 - October 2007
United States House of Representatives September 1996 - December 1996
Skills
Servers, Firewalls, Cisco Technologies, TCP/IP, VMware, Disaster Recovery
Education
University of Nebraska at Omaha 2005 — 2009
Masters, Management Information Systems
Marquette University 1993 — 1997
BA, Political Science and History
TD Ameritrade March 2012 - Present
Tek Systems November 2011 - March 2012
Omaha World Herald October 2007 - October 2011
Girls and Boys Town May 2000 - October 2007
United States House of Representatives September 1996 - December 1996
Skills
Servers, Firewalls, Cisco Technologies, TCP/IP, VMware, Disaster Recovery
Education
University of Nebraska at Omaha 2005 — 2009
Masters, Management Information Systems
Marquette University 1993 — 1997
BA, Political Science and History
Amy (Jakubowski) Brown's TD Ameritrade Experience July 2006 - November 2006
Job
Industry Information Services
Experience
Bank of America 2009 - Present
Bank of America May 2007 - 2009
Sogeti USA LLC December 2002 - December 2006
TD Ameritrade July 2006 - November 2006
T. Rowe Price July 2004 - August 2005
Education
Loyola University Maryland
Bachelors of Business Administration
Bank of America 2009 - Present
Bank of America May 2007 - 2009
Sogeti USA LLC December 2002 - December 2006
TD Ameritrade July 2006 - November 2006
T. Rowe Price July 2004 - August 2005
Education
Loyola University Maryland
Bachelors of Business Administration
Danette May's TD Ameritrade Experience July 1995 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade July 1995 - January 2009
Fiserv ISS 1995 - 2009
Skills
Management, Analysis, Risk Management, Customer Service, Process Improvement, Business Analysis, Securities, Relationship Management, Financial Services, Banking, Wealth Management, Leadership, Investments, Microsoft Office
Education
Metropolitan State University of Denver 1989 — 1994
TD Ameritrade July 1995 - January 2009
Fiserv ISS 1995 - 2009
Skills
Management, Analysis, Risk Management, Customer Service, Process Improvement, Business Analysis, Securities, Relationship Management, Financial Services, Banking, Wealth Management, Leadership, Investments, Microsoft Office
Education
Metropolitan State University of Denver 1989 — 1994
Katherine Marshall's TD Ameritrade Experience August 2003 - Present
Job Helping Advisors Grow and Streamline their Business as a VP of Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2003 - Present
National Advisors Trust Company 2002 - 2003
Schwab Institutional April 1993 - July 2002
Redgate Communications Corporation July 1999 - May 2001
E.F. Hutton September 1985 - April 1989
Skills
Investment Advisory, Marketing Strategy, Analysis, Risk Management, Consultative Selling, Business Planning, Wealth Management, Investments, Series 7, Series 63, French, Swedish, Spanish, Cross-cultural, Cross-functional Team..., Team Management, Creative Writing, Creative Development, Strategic Consulting, Strategic Partnerships, Innovative Problem..., Coach, Mentoring, Youth Mentoring
Education
Thunderbird School of Global Management 1991 — 1992
MBA/Master of International Management, International Management and Marketing, International Economy and Foreign Languages
Lund University 1985 — 1985
N/A, Swedish, Economics, Cross Cultural Communications
University of Vermont 1981 — 1985
BA, Double degree in Economics and Political Science with a minor in foreign languages
State University of New York College at Plattsburgh 1980 — 1981
N/A, Business and computer science
TD Ameritrade August 2003 - Present
National Advisors Trust Company 2002 - 2003
Schwab Institutional April 1993 - July 2002
Redgate Communications Corporation July 1999 - May 2001
E.F. Hutton September 1985 - April 1989
Skills
Investment Advisory, Marketing Strategy, Analysis, Risk Management, Consultative Selling, Business Planning, Wealth Management, Investments, Series 7, Series 63, French, Swedish, Spanish, Cross-cultural, Cross-functional Team..., Team Management, Creative Writing, Creative Development, Strategic Consulting, Strategic Partnerships, Innovative Problem..., Coach, Mentoring, Youth Mentoring
Education
Thunderbird School of Global Management 1991 — 1992
MBA/Master of International Management, International Management and Marketing, International Economy and Foreign Languages
Lund University 1985 — 1985
N/A, Swedish, Economics, Cross Cultural Communications
University of Vermont 1981 — 1985
BA, Double degree in Economics and Political Science with a minor in foreign languages
State University of New York College at Plattsburgh 1980 — 1981
N/A, Business and computer science
Tom Coakley's TD Ameritrade Experience September 2005 - Present
Job Sr. Manager, Sponsorship Sales
Industry Financial Services
Experience
TD Ameritrade September 2005 - Present
TD Waterhouse November 2004 - September 2005
Fidelity / National Financial November 2002 - November 2004
UBS / Correspondent Services Corporation November 2002 - July 2003
UBS Global Asset Management May 1998 - November 2002
Mitchell Hutchins Asset Management 1998 - 2002
PaineWebber Inc., May 1995 - May 1998
Kidder Peabody and Co., Inc June 1986 - May 1995
Kidder Peabody 1986 - 1990
Kidder Peabody 1986 - 1990
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Asset Managment, Fixed Income, Alternative Investments, Sponsorship, Portfolio Management, Investments, Hedge Funds, Asset Allocation, Series 24, Marketing Strategy, Securities, Equities, Sales Management, Asset Management, Investment Strategies, ETFs, Investment Advisory, FINRA, Strategic Partnerships, Risk Management, Financial Services, Relationship Management, Retirement Planning, Investment Management, Trading, 401k, Bonds, Financial Advisory, Options
Education
Lynchburg College 1982 — 1986
BS, Managerial Economics
TD Ameritrade September 2005 - Present
TD Waterhouse November 2004 - September 2005
Fidelity / National Financial November 2002 - November 2004
UBS / Correspondent Services Corporation November 2002 - July 2003
UBS Global Asset Management May 1998 - November 2002
Mitchell Hutchins Asset Management 1998 - 2002
PaineWebber Inc., May 1995 - May 1998
Kidder Peabody and Co., Inc June 1986 - May 1995
Kidder Peabody 1986 - 1990
Kidder Peabody 1986 - 1990
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Asset Managment, Fixed Income, Alternative Investments, Sponsorship, Portfolio Management, Investments, Hedge Funds, Asset Allocation, Series 24, Marketing Strategy, Securities, Equities, Sales Management, Asset Management, Investment Strategies, ETFs, Investment Advisory, FINRA, Strategic Partnerships, Risk Management, Financial Services, Relationship Management, Retirement Planning, Investment Management, Trading, 401k, Bonds, Financial Advisory, Options
Education
Lynchburg College 1982 — 1986
BS, Managerial Economics
Jennifer Potmesil's TD Ameritrade Experience December 2007 - Present
Job Senior Executive Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2007 - Present
World Insurance Company 2004 - 2007
Education
Metropolitan Community College 1997 — 2000
Associate of Science (AS)
TD Ameritrade December 2007 - Present
World Insurance Company 2004 - 2007
Education
Metropolitan Community College 1997 — 2000
Associate of Science (AS)
Todd Boskiewicz's TD Ameritrade Experience October 2013 - Present
Job Talent Acquisition Manager Institutional Services at TD Ameritrade
Industry Staffing and Recruiting
Experience
TD Ameritrade October 2013 - Present
BNY Mellon October 2007 - October 2013
The ExecuSearch Group March 2004 - July 2007
Robert Half International September 2002 - March 2004
U.S. Wireless Data 2001 - 2002
Skills
Taleo, PeopleSoft, Ultra-Staff, Talent Acquisition, Onboarding, Recruiting, Screening Resumes, Applicant Tracking..., Management, Corporate Recruiting, Interviews, Sourcing, Human Resources
Education
Merrimack College 1995 — 1999
Bachelors of Science, Acounting
TD Ameritrade October 2013 - Present
BNY Mellon October 2007 - October 2013
The ExecuSearch Group March 2004 - July 2007
Robert Half International September 2002 - March 2004
U.S. Wireless Data 2001 - 2002
Skills
Taleo, PeopleSoft, Ultra-Staff, Talent Acquisition, Onboarding, Recruiting, Screening Resumes, Applicant Tracking..., Management, Corporate Recruiting, Interviews, Sourcing, Human Resources
Education
Merrimack College 1995 — 1999
Bachelors of Science, Acounting
Steve Herzog's TD Ameritrade Experience May 1999 - Present
Job Software Configuration Manager at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade May 1999 - Present
Computer Task Group October 1997 - May 1999
Skills
Release Management, Software Configuration..., Unix, Solaris, ClearCase, Configuration Management, Shell Scripting, Ant, PVCS, Unix Shell Scripting, Subversion, CVS, Maven, Jenkins
Education
Metropolitan Community College 1994 — 1997
Associates, Computer Science
TD Ameritrade May 1999 - Present
Computer Task Group October 1997 - May 1999
Skills
Release Management, Software Configuration..., Unix, Solaris, ClearCase, Configuration Management, Shell Scripting, Ant, PVCS, Unix Shell Scripting, Subversion, CVS, Maven, Jenkins
Education
Metropolitan Community College 1994 — 1997
Associates, Computer Science
Mark Tummino's TD Ameritrade Experience January 2014 - Present
Job TD Ameritrade / Client Service Specialist
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Santander Bank, N.A. April 2012 - September 2013
Merrill Lynch July 2011 - October 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments March 2007 - July 2008
Fidelity Investments April 2005 - March 2007
Fidelity Investments November 2004 - April 2005
Fidelity Investments July 2000 - November 2004
Fidelity Investments July 1998 - July 2000
State Street Bank & Trust Company March 1996 - June 1998
Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities
Education
Merrimack College 2002 — 2002
Certificate in Advanced Study, Financial Planning
Wentworth Institute of Technology 1985 — 1990
Bachelor of Science Degree, Technical Management
TD Ameritrade January 2014 - Present
Santander Bank, N.A. April 2012 - September 2013
Merrill Lynch July 2011 - October 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments March 2007 - July 2008
Fidelity Investments April 2005 - March 2007
Fidelity Investments November 2004 - April 2005
Fidelity Investments July 2000 - November 2004
Fidelity Investments July 1998 - July 2000
State Street Bank & Trust Company March 1996 - June 1998
Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities
Education
Merrimack College 2002 — 2002
Certificate in Advanced Study, Financial Planning
Wentworth Institute of Technology 1985 — 1990
Bachelor of Science Degree, Technical Management
Tim Hecht's TD Ameritrade Experience July 2011 - Present
Job Advertising and Media Manager at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade July 2011 - Present
Verizon Wireless June 2008 - July 2011
Dutchess County Economic Development Corporation January 2008 - April 2008
Glu Mobile February 2007 - April 2007
Skills
Advertising, Marketing, Sponsorship, Account Management, Marketing Communications, Media, Project Planning, Integrated Marketing, Digital Strategy, Social Media Marketing, Online Advertising
Education
Marist College 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Marketing
TD Ameritrade July 2011 - Present
Verizon Wireless June 2008 - July 2011
Dutchess County Economic Development Corporation January 2008 - April 2008
Glu Mobile February 2007 - April 2007
Skills
Advertising, Marketing, Sponsorship, Account Management, Marketing Communications, Media, Project Planning, Integrated Marketing, Digital Strategy, Social Media Marketing, Online Advertising
Education
Marist College 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Marketing
Brian Zindell's TD Ameritrade Experience
Job Operations Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
Series 63, Securities
Education
Manhattan College 1992 — 1996
TD Ameritrade
Skills
Series 63, Securities
Education
Manhattan College 1992 — 1996
Lou Paolillo's TD Ameritrade Experience August 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
R. Peter Giadla, CCIM's TD Ameritrade Experience August 1998 - July 2000
Job Principal / Director of National Investment Sales
Industry Real Estate
Experience
Seneca Real Estate Advisors October 2012 - Present
Silver Portal Capital July 2014 - Present
Preferred Consulting, Inc. January 2001 - Present
TD Ameritrade August 1998 - July 2000
Accenture August 1997 - September 1998
Skills
CCIM, Bilingual, Real Estate Development, Real Estate License, Commercial Real Estate, Real Estate Economics, Real Estate, Tenant, Leases, Property, Landlords, Brokerage, Land Development
Education
Loyola University of Chicago 1993 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
Szkoła Główna Handlowa w Warszawie
Seneca Real Estate Advisors October 2012 - Present
Silver Portal Capital July 2014 - Present
Preferred Consulting, Inc. January 2001 - Present
TD Ameritrade August 1998 - July 2000
Accenture August 1997 - September 1998
Skills
CCIM, Bilingual, Real Estate Development, Real Estate License, Commercial Real Estate, Real Estate Economics, Real Estate, Tenant, Leases, Property, Landlords, Brokerage, Land Development
Education
Loyola University of Chicago 1993 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
Szkoła Główna Handlowa w Warszawie
Eugene DeRango's TD Ameritrade Experience May 2004 - Present
Job Assisting Advisors in understanding trends, industry solutions and end client benefits Associate at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2004 - Present
Talbot Financial Network August 2000 - May 2004
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Series 24, Series 65, Salesforce.com, Financial Services, 401k, Investment Strategies, Mutual Funds, Securities, Asset Management, Institutional Sales, Asset Allocation, Equities, Alternative Investments, Investment Management, Portfolio Management, Strategic Selling, Risk Management, Investments, Strategic Financial..., Retirement, Retirement Planning, ETFs
Education
Loyola University Chicago 1997 — 2001
Bachelor of Arts
TD Ameritrade May 2004 - Present
Talbot Financial Network August 2000 - May 2004
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Series 24, Series 65, Salesforce.com, Financial Services, 401k, Investment Strategies, Mutual Funds, Securities, Asset Management, Institutional Sales, Asset Allocation, Equities, Alternative Investments, Investment Management, Portfolio Management, Strategic Selling, Risk Management, Investments, Strategic Financial..., Retirement, Retirement Planning, ETFs
Education
Loyola University Chicago 1997 — 2001
Bachelor of Arts
Brian Irvin's TD Ameritrade Experience September 2011 - Present
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
Summit Brokerage Services, Inc. fka Golden Financial Partners April 2008 - August 2008
Fiserv ISS December 1996 - September 2007
Fiserv Investment Support Services 1996 - 2007
Wells Fargo Bank May 1990 - December 1996
Education
Metropolitan State University of Denver 1985 — 1990
Business, Marketing
Business
TD Ameritrade September 2011 - Present
Summit Brokerage Services, Inc. fka Golden Financial Partners April 2008 - August 2008
Fiserv ISS December 1996 - September 2007
Fiserv Investment Support Services 1996 - 2007
Wells Fargo Bank May 1990 - December 1996
Education
Metropolitan State University of Denver 1985 — 1990
Business, Marketing
Business
Dee Uecker's TD Ameritrade Experience October 2008 - March 2012
Job Administrative Assistant at American Red Cross
Industry Human Resources
Experience
American Red Cross February 2011 - Present
TD Ameritrade October 2008 - March 2012
Remedy Staffing, Cornerstone Staffing October 2008 - October 2008
JC Penney January 2008 - March 2008
Kiewit Corporation 1988 - 2007
Enron 1970 - 1987
Skills
Talent Acquisition, HRIS, Compensation, Compliance, College Recruiting, ADP
Education
Metropolitan Community College
University of Nebraska-Omaha. Sophomore
BS, General Studies
American Red Cross February 2011 - Present
TD Ameritrade October 2008 - March 2012
Remedy Staffing, Cornerstone Staffing October 2008 - October 2008
JC Penney January 2008 - March 2008
Kiewit Corporation 1988 - 2007
Enron 1970 - 1987
Skills
Talent Acquisition, HRIS, Compensation, Compliance, College Recruiting, ADP
Education
Metropolitan Community College
University of Nebraska-Omaha. Sophomore
BS, General Studies
Charles Swank's TD Ameritrade Experience 2007 - 2008
Job Student at Metropolitan Community College
Industry Military
Experience
TD Ameritrade 2007 - 2008
Education
Metropolitan Community College 2006 — 2009
TD Ameritrade 2007 - 2008
Education
Metropolitan Community College 2006 — 2009
C. D. Duran's TD Ameritrade Experience November 2009 - Present
Job Financial Representative
Industry Financial Services
Experience
TD Ameritrade November 2009 - Present
Marriott International May 2003 - March 2010
Oriental Trading Company April 2007 - December 2008
Farm Credit Services of America May 2000 - December 2006
First Data Resources November 1997 - April 2000
United States Air Force November 1977 - January 1998
Skills
SDLC, Business Analysis
Education
City College of Chicago
AAS, Data Processing (Applications Development)
LSU Shreveport
MS, Computer Systems Technology
University of Maine at Machias
BS, Education (Math/Science)
TD Ameritrade November 2009 - Present
Marriott International May 2003 - March 2010
Oriental Trading Company April 2007 - December 2008
Farm Credit Services of America May 2000 - December 2006
First Data Resources November 1997 - April 2000
United States Air Force November 1977 - January 1998
Skills
SDLC, Business Analysis
Education
City College of Chicago
AAS, Data Processing (Applications Development)
LSU Shreveport
MS, Computer Systems Technology
University of Maine at Machias
BS, Education (Math/Science)
David Giancaspro's TD Ameritrade Experience February 2013 - Present
Job Senior Network Engineer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade February 2013 - Present
Computer Design & Integration, LLC October 2011 - March 2013
Krantz Secure Technologies October 2001 - October 2011
Krantz Associates/ Krantz Secure Technologies October 2001 - October 2011
Krantz Secure Technologies October 2001 - October 2011
Krantz Associates/ Krantz Secure Technologies October 2001 - October 2011
Krantz Secure Technologies October 2001 - October 2011
Katz Media Corp September 1998 - October 2001
Katz Media Corp September 1998 - September 2001
Katz Media September 1998 - September 2001
Skills
Cisco Technologies, Network Security, Switches, VPN, Security, ASA, Routers, Firewalls, Troubleshooting, Cisco Routers, Wireless Networking, Networking, Cisco ASA, Routing Protocols, Linux, Data Center, IPSec
Education
Manhattan College 1984 — 1993
BSEE, Electrical Engineering
Manhattan College
a Bachelors of Science, Electrical Engineering
Manhattan College
a Bachelors of Science, Electrical Engineering
TD Ameritrade February 2013 - Present
Computer Design & Integration, LLC October 2011 - March 2013
Krantz Secure Technologies October 2001 - October 2011
Krantz Associates/ Krantz Secure Technologies October 2001 - October 2011
Krantz Secure Technologies October 2001 - October 2011
Krantz Associates/ Krantz Secure Technologies October 2001 - October 2011
Krantz Secure Technologies October 2001 - October 2011
Katz Media Corp September 1998 - October 2001
Katz Media Corp September 1998 - September 2001
Katz Media September 1998 - September 2001
Skills
Cisco Technologies, Network Security, Switches, VPN, Security, ASA, Routers, Firewalls, Troubleshooting, Cisco Routers, Wireless Networking, Networking, Cisco ASA, Routing Protocols, Linux, Data Center, IPSec
Education
Manhattan College 1984 — 1993
BSEE, Electrical Engineering
Manhattan College
a Bachelors of Science, Electrical Engineering
Manhattan College
a Bachelors of Science, Electrical Engineering
Karen Krysiak Lombardo's TD Ameritrade Experience 1999 - 2009
Job Certified Coach, Speaker and Teacher Leadership and Personal Development
Industry Management Consulting
Experience
KKL Professional Development October 2010 - Present
TD AMERITRADE 1999 - 2009
USF&G 1986 - 1998
Skills
Executive Coaching, Talent Management, Organizational..., Leadership Development, Employee Engagement, Performance Management, Coaching, Succession Planning, Organizational..., Change Management, Management Development, Personal Development, 360 Feedback, HR Consulting, Executive Development
Education
University of Maryland College Park 1978 — 1983
M.A., Counseling
Loyola University Maryland 1974 — 1978
B.A., Psychology
KKL Professional Development October 2010 - Present
TD AMERITRADE 1999 - 2009
USF&G 1986 - 1998
Skills
Executive Coaching, Talent Management, Organizational..., Leadership Development, Employee Engagement, Performance Management, Coaching, Succession Planning, Organizational..., Change Management, Management Development, Personal Development, 360 Feedback, HR Consulting, Executive Development
Education
University of Maryland College Park 1978 — 1983
M.A., Counseling
Loyola University Maryland 1974 — 1978
B.A., Psychology
Ryan Roy, MBA, CSA's TD Ameritrade Experience November 2000 - October 2010
Job CoOwner at Home Instead Senior Care Lancaster, PA
Industry Individual & Family Services
Experience
Home Instead Senior Care of Lancaster County October 2010 - Present
Girard Partners, Ltd November 2011 - Present
TD Ameritrade November 2000 - October 2010
Skills
Senior Living, Elder Care, Home Care, senior care, Dementia Care, Alzheimer's disease, senior home care..., non-medical services, Disability Management, Short Term Disability, Disability Services, Rehabilitation, Injury Rehabilitation, franchise management, Executive Management, Personal Care, Financial Management, Retirement Planning, Retirement Solutions, Investment Advisory, Team Leadership, Disabilities, Leadership Development, Franchising, Healthcare, Retirement, Rehabilitation..., Managerial Finance, Seniors, Strategic Financial..., Medicare, Long-term Care, Business Development, Financial Services, Start-ups, Fundraising
Education
Regent University 1996 — 1998
M.B.A, Financial Planning/Managment
Messiah College 1992 — 1996
B.S., Biology
Home Instead Senior Care of Lancaster County October 2010 - Present
Girard Partners, Ltd November 2011 - Present
TD Ameritrade November 2000 - October 2010
Skills
Senior Living, Elder Care, Home Care, senior care, Dementia Care, Alzheimer's disease, senior home care..., non-medical services, Disability Management, Short Term Disability, Disability Services, Rehabilitation, Injury Rehabilitation, franchise management, Executive Management, Personal Care, Financial Management, Retirement Planning, Retirement Solutions, Investment Advisory, Team Leadership, Disabilities, Leadership Development, Franchising, Healthcare, Retirement, Rehabilitation..., Managerial Finance, Seniors, Strategic Financial..., Medicare, Long-term Care, Business Development, Financial Services, Start-ups, Fundraising
Education
Regent University 1996 — 1998
M.B.A, Financial Planning/Managment
Messiah College 1992 — 1996
B.S., Biology
Penny Saab's TD Ameritrade Experience February 2008 - Present
Job Cashiering Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2008 - Present
Woodmen of the World Life Insurance Society June 2000 - October 2007
Skills
Budgets, Event Planning, Microsoft Excel
Education
Metropolitan Community College
TD Ameritrade February 2008 - Present
Woodmen of the World Life Insurance Society June 2000 - October 2007
Skills
Budgets, Event Planning, Microsoft Excel
Education
Metropolitan Community College
Christopher Duco's TD Ameritrade Experience July 2007 - June 2008
Job Hiring Consultant
Industry Management Consulting
Experience
TD Ameritrade July 2007 - June 2008
Merrill Lynch April 2006 - February 2007
Morgan Stanley May 2005 - March 2006
Auto Alliance International February 2005 - May 2005
Visteon February 2003 - August 2004
Metaldyne May 1999 - February 2003
USS Parche October 1992 - December 1998
Education
Eisenhower High 1986 — 1988
Macomb Community College
Michigan State University
Naval Nuclear Power Training
TD Ameritrade July 2007 - June 2008
Merrill Lynch April 2006 - February 2007
Morgan Stanley May 2005 - March 2006
Auto Alliance International February 2005 - May 2005
Visteon February 2003 - August 2004
Metaldyne May 1999 - February 2003
USS Parche October 1992 - December 1998
Education
Eisenhower High 1986 — 1988
Macomb Community College
Michigan State University
Naval Nuclear Power Training
Kim Doering's TD Ameritrade Experience October 2000 - May 2006
Job Debt Collector at MCA
Industry Financial Services
Experience
Merchants Credit Adjusters, Inc. December 2014 - Present
American Automobile Association (AAA) January 2014 - December 2014
Care Consultants for the Aging September 2013 - November 2013
SAC Federal Credit Union September 2006 - June 2013
TD Ameritrade October 2000 - May 2006
Skills
Collections, Cash Receipts, Repossessions, Credit, Accounts Receivable, Credit Analysis, Credit Cards, Consumer Lending, Account Reconciliation, Accounts Payable, Branch Banking
Education
Metropolitan Community College 1997 — 1999
Associate's degree, Administrative Assistant and Secretarial Science, General
Burke High School 1993 — 1996
Northwest High School 1992 — 1993
Merchants Credit Adjusters, Inc. December 2014 - Present
American Automobile Association (AAA) January 2014 - December 2014
Care Consultants for the Aging September 2013 - November 2013
SAC Federal Credit Union September 2006 - June 2013
TD Ameritrade October 2000 - May 2006
Skills
Collections, Cash Receipts, Repossessions, Credit, Accounts Receivable, Credit Analysis, Credit Cards, Consumer Lending, Account Reconciliation, Accounts Payable, Branch Banking
Education
Metropolitan Community College 1997 — 1999
Associate's degree, Administrative Assistant and Secretarial Science, General
Burke High School 1993 — 1996
Northwest High School 1992 — 1993
Jim Kueffner's TD Ameritrade Experience September 2012 - Present
Job
Industry Computer Software
Experience
TD Ameritrade September 2012 - Present
ACI Worldwide January 1983 - August 2012
Skills
XML, SDLC, Software Development, SOA, Java, C++, Software Design, HP NonStop, Oracle, Software Project..., Unix, SQL, Agile Methodologies, Requirements Analysis, Base24, Payment Systems, Perl, Programming, Product Management, ISO8583, Software Engineering, Project Management, Java Enterprise Edition, Business Analysis, Enterprise Architecture, COBOL, Spring, Web Services, System Design
Education
Metropolitan Community College 2004 — 2010
Associate of Arts (AA), Photography, A
Iowa State University 1977 — 1982
Bachelor's degree, Computer Science, A
TD Ameritrade September 2012 - Present
ACI Worldwide January 1983 - August 2012
Skills
XML, SDLC, Software Development, SOA, Java, C++, Software Design, HP NonStop, Oracle, Software Project..., Unix, SQL, Agile Methodologies, Requirements Analysis, Base24, Payment Systems, Perl, Programming, Product Management, ISO8583, Software Engineering, Project Management, Java Enterprise Edition, Business Analysis, Enterprise Architecture, COBOL, Spring, Web Services, System Design
Education
Metropolitan Community College 2004 — 2010
Associate of Arts (AA), Photography, A
Iowa State University 1977 — 1982
Bachelor's degree, Computer Science, A
Greg Coe's TD Ameritrade Experience April 2012 - Present
Job Senior Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
Omaha World-Herald April 2007 - June 2012
Principal Financial Group August 2006 - April 2007
Adminimed September 2005 - June 2006
First National Technology Solutions February 2005 - August 2005
EDS April 2000 - February 2005
Alegent Health August 1997 - November 1999
Skills
Cisco, Cisco Technologies, Cross-functional Team..., Data Center, Leadership, Management, Networking, Troubleshooting, System Deployment, Security
Education
Metropolitan Community College
Networking
Western Iowa tech
General
TD Ameritrade April 2012 - Present
Omaha World-Herald April 2007 - June 2012
Principal Financial Group August 2006 - April 2007
Adminimed September 2005 - June 2006
First National Technology Solutions February 2005 - August 2005
EDS April 2000 - February 2005
Alegent Health August 1997 - November 1999
Skills
Cisco, Cisco Technologies, Cross-functional Team..., Data Center, Leadership, Management, Networking, Troubleshooting, System Deployment, Security
Education
Metropolitan Community College
Networking
Western Iowa tech
General
Joseph Juarez III's TD Ameritrade Experience February 2010 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade February 2010 - May 2010
TD Ameritrade February 2008 - February 2010
TD Ameritrade June 2007 - February 2008
TD Ameritrade September 2006 - June 2007
Education
Metropolitan Community College
continuing studies
University of Nebraska at Omaha
Geography
TD Ameritrade February 2010 - May 2010
TD Ameritrade February 2008 - February 2010
TD Ameritrade June 2007 - February 2008
TD Ameritrade September 2006 - June 2007
Education
Metropolitan Community College
continuing studies
University of Nebraska at Omaha
Geography
Rick Teetsel's TD Ameritrade Experience 1986 - 2006
Job Retired Investor
Industry Financial Services
Experience
TD Ameritrade 1986 - 2006
Skills
Wealth Management, Series 63, Series 24, Series 7, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1996
Business
Manhattan College 1980 — 1983
BS, Biology
TD Ameritrade 1986 - 2006
Skills
Wealth Management, Series 63, Series 24, Series 7, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1996
Business
Manhattan College 1980 — 1983
BS, Biology
David Stoy's TD Ameritrade Experience July 2012 - Present
Job Sr. Manager, Creative Studio at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
TD Ameritrade February 2011 - July 2012
TD Ameritrade May 2010 - February 2011
Self Employed 2002 - April 2010
Storyville November 1999 - May 2002
Skills
Animation, User Interface, Photoshop, Adobe Creative Suite, Illustrator, Motion Design, User Experience Design, Heuristic Evaluation, Mobile Design, Branding & Identity, Art Direction, Persona
Education
Loyola University New Orleans 1993 — 1998
BS, Computer Information Systems
Lely 1990 — 1993
TD Ameritrade July 2012 - Present
TD Ameritrade February 2011 - July 2012
TD Ameritrade May 2010 - February 2011
Self Employed 2002 - April 2010
Storyville November 1999 - May 2002
Skills
Animation, User Interface, Photoshop, Adobe Creative Suite, Illustrator, Motion Design, User Experience Design, Heuristic Evaluation, Mobile Design, Branding & Identity, Art Direction, Persona
Education
Loyola University New Orleans 1993 — 1998
BS, Computer Information Systems
Lely 1990 — 1993
Innocent Nikiema's TD Ameritrade Experience October 2014 - Present
Job Lending Support Coordinator at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2015 - Present
TD Ameritrade October 2014 - Present
First Data Technologies June 2012 - Present
First Data Corporation February 2006 - May 2012
Skills
Credit Cards, Cards, Debit Cards, Electronic Payments, Payment Card Processing, Merchant Services, Payments, Payment Systems, Acquiring, Banking, Transaction Processing, Mobile Payments, Payment Cards, Credit, Retail Banking, ACH, Payment Services, E-payments, EMV, Internet Banking, Financial Services, Relationship Management, Payment Gateways, AML
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor's in Finance and Banking, Finance and Banking
Metropolitan Community College 2006 — 2008
Associates, Business Management
Bank of the West July 2015 - Present
TD Ameritrade October 2014 - Present
First Data Technologies June 2012 - Present
First Data Corporation February 2006 - May 2012
Skills
Credit Cards, Cards, Debit Cards, Electronic Payments, Payment Card Processing, Merchant Services, Payments, Payment Systems, Acquiring, Banking, Transaction Processing, Mobile Payments, Payment Cards, Credit, Retail Banking, ACH, Payment Services, E-payments, EMV, Internet Banking, Financial Services, Relationship Management, Payment Gateways, AML
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor's in Finance and Banking, Finance and Banking
Metropolitan Community College 2006 — 2008
Associates, Business Management
CHARLES REDDICK III's TD Ameritrade Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade 2009 - 2011
TIAA-CREF 2007 - 2009
TD Ameritrade 2003 - 2006
TD Waterhouse 1999 - 2003
Education
Mercy College
TD Ameritrade 2009 - 2011
TIAA-CREF 2007 - 2009
TD Ameritrade 2003 - 2006
TD Waterhouse 1999 - 2003
Education
Mercy College
Robert Siuty's TD Ameritrade Experience February 2008 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2008 - Present
UBS Global Asset Management December 2005 - February 2008
Skills
Securities, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Investment Strategies, Alternative Investments, Investment Advisory
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
TD Ameritrade February 2008 - Present
UBS Global Asset Management December 2005 - February 2008
Skills
Securities, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Investment Strategies, Alternative Investments, Investment Advisory
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
Wendy Holtorff's TD Ameritrade Experience August 1999 - October 2003
Job SAHM
Industry Wine and Spirits
Experience
Self-employed March 2007 - Present
CSG International June 2004 - March 2007
TD Ameritrade August 1999 - October 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Strategic Planning, Inventory Management, Public Relations, Event Planning, Team Leadership, Project Management, Team Building, Event Management, Account Management, Outlook, Spanish, Time Management, Marketing Communications
Education
Metropolitan Community College 2004 — 2006
Associate of Arts (AA), Interior Design
University of Iowa 1989 — 1993
BA, Spanish Language and Literature
Self-employed March 2007 - Present
CSG International June 2004 - March 2007
TD Ameritrade August 1999 - October 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Strategic Planning, Inventory Management, Public Relations, Event Planning, Team Leadership, Project Management, Team Building, Event Management, Account Management, Outlook, Spanish, Time Management, Marketing Communications
Education
Metropolitan Community College 2004 — 2006
Associate of Arts (AA), Interior Design
University of Iowa 1989 — 1993
BA, Spanish Language and Literature
Samantha Staab's TD Ameritrade Experience October 2009 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2009 - Present
TD Ameritrade August 2008 - October 2009
TD Ameritrade August 2007 - October 2008
Papillion Pizza Hut August 2005 - February 2008
Papillion LaVista High School August 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Ricoh, Series 7, Series 66, Administrative..., Secretarial Skills, Phone Etiquette, Bookkeeping, Customer Service, Energy, Finance, Invoicing, Office Management, Organization, PowerPoint, Problem Solving, Trading, Salesforce.com, Customer Retention, Uniform Combined State...
Education
Metropolitan Community College 2005 — 2006
Metro Community College
High School Diploma
TD Ameritrade October 2009 - Present
TD Ameritrade August 2008 - October 2009
TD Ameritrade August 2007 - October 2008
Papillion Pizza Hut August 2005 - February 2008
Papillion LaVista High School August 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Ricoh, Series 7, Series 66, Administrative..., Secretarial Skills, Phone Etiquette, Bookkeeping, Customer Service, Energy, Finance, Invoicing, Office Management, Organization, PowerPoint, Problem Solving, Trading, Salesforce.com, Customer Retention, Uniform Combined State...
Education
Metropolitan Community College 2005 — 2006
Metro Community College
High School Diploma
Eric Choat's TD Ameritrade Experience February 2008 - Present
Job Resource Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2008 - Present
West Corporation Revenue Generation November 2006 - February 2008
Skills
stocks, Finance, Communication, Event Planning, Leadership, Scouting, Eagle Scout
Education
Metropolitan Community College 2008 — 2012
Associate's degree, Business Administration and Management, General
TD Ameritrade February 2008 - Present
West Corporation Revenue Generation November 2006 - February 2008
Skills
stocks, Finance, Communication, Event Planning, Leadership, Scouting, Eagle Scout
Education
Metropolitan Community College 2008 — 2012
Associate's degree, Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.