TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Bryan T. Baas Bryan T. Baas's TD Ameritrade Experience January 2011 - Present
Job Managing Director Risk Oversight and Controls at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2015 - Present
TD Ameritrade January 2011 - Present
Fidelity Investments December 2009 - January 2011
Fidelity Investments, FMR Co. 2001 - January 2010
Fidelity Investments January 2005 - December 2009
Fidelity 1991 - 2008
Fidelity Investments September 1997 - April 2001
Skills
Risk, Operational Risk, Risk Assessment, Risk Mitigation, Series 7, Series 24, Business Continuity and..., Operational Compliance, Internal Audit, Risk Management, Financial Risk, Business Continuity, Analysis, Trading, Program Management, Internal Controls, Leadership, Management, Financial Services
Education
University of Cincinnati College of Business 1985 — 1987
Business Adminstration
Miami University 1983 — 1985
Business Adminstration
TD Ameritrade Institutional April 2015 - Present
TD Ameritrade January 2011 - Present
Fidelity Investments December 2009 - January 2011
Fidelity Investments, FMR Co. 2001 - January 2010
Fidelity Investments January 2005 - December 2009
Fidelity 1991 - 2008
Fidelity Investments September 1997 - April 2001
Skills
Risk, Operational Risk, Risk Assessment, Risk Mitigation, Series 7, Series 24, Business Continuity and..., Operational Compliance, Internal Audit, Risk Management, Financial Risk, Business Continuity, Analysis, Trading, Program Management, Internal Controls, Leadership, Management, Financial Services
Education
University of Cincinnati College of Business 1985 — 1987
Business Adminstration
Miami University 1983 — 1985
Business Adminstration
Alex Sepulveda Alex Sepulveda's TD Ameritrade Experience February 2014 - Present
Job Loss Prevention Payment Services@ TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade February 2014 - Present
Citi February 2013 - July 2013
Omni American Bank March 2012 - November 2012
Bank of America August 2010 - February 2012
Bank of America August 2009 - August 2010
Bank of America August 2007 - August 2009
Bank of America March 2003 - August 2007
Skills
AS400, Excel, SQL Server, Word, Mortgage, PowerPoint, Operations Management, Leadership, IBM iSeries, Process Improvement, Mortgage Lending, Microsoft Word, Microsoft Excel, Access, Analysis, Microsoft SQL Server, Oracle Applications, Software Documentation, Management, Funding, Cash Management, Interviews, Credit, Call Centers, Mortgage Banking, Mortgage Servicing, Banking, Loan Servicing, Customer Service
Education
Mountain View College 1994 — 1996
health magnet HS for health professions 1990 — 1994
TD Ameritrade February 2014 - Present
Citi February 2013 - July 2013
Omni American Bank March 2012 - November 2012
Bank of America August 2010 - February 2012
Bank of America August 2009 - August 2010
Bank of America August 2007 - August 2009
Bank of America March 2003 - August 2007
Skills
AS400, Excel, SQL Server, Word, Mortgage, PowerPoint, Operations Management, Leadership, IBM iSeries, Process Improvement, Mortgage Lending, Microsoft Word, Microsoft Excel, Access, Analysis, Microsoft SQL Server, Oracle Applications, Software Documentation, Management, Funding, Cash Management, Interviews, Credit, Call Centers, Mortgage Banking, Mortgage Servicing, Banking, Loan Servicing, Customer Service
Education
Mountain View College 1994 — 1996
health magnet HS for health professions 1990 — 1994
Janeth Buza Janeth Buza's TD Ameritrade Experience April 2014 - Present
Job Risk Oversight & Control Specialist
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
Tower Loan July 2012 - February 2014
Chill Zone LLC April 2011 - May 2012
Mississippi State University August 2010 - May 2012
Mississippi State University August 2008 - May 2009
Skills
Loan Servicing, Sales, Cashiering, Financial Services, Underwriting, Delinquency Management, Telemarketing, Accounts Receivable, Credit Analysis, Risk Management, Microsoft Office, Customer Service, Management
Education
Mississippi State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.46
TD Ameritrade April 2014 - Present
Tower Loan July 2012 - February 2014
Chill Zone LLC April 2011 - May 2012
Mississippi State University August 2010 - May 2012
Mississippi State University August 2008 - May 2009
Skills
Loan Servicing, Sales, Cashiering, Financial Services, Underwriting, Delinquency Management, Telemarketing, Accounts Receivable, Credit Analysis, Risk Management, Microsoft Office, Customer Service, Management
Education
Mississippi State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.46
Dragan Rastovac Dragan Rastovac's TD Ameritrade Experience May 2010 - Present
Job Team Leader at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
TD Ameritrade November 2010 - May 2012
Skills
Series 7, Series 63, Equities, Options, Securities, Asset Allocation, Mutual Funds
Education
University of Calgary 1998 — 2000
Bachelor of Commerce, Finance
Mount Royal College 1995 — 1998
Bachelor of Commerce (B.Com.), Finance, General
TD Ameritrade May 2010 - Present
TD Ameritrade November 2010 - May 2012
Skills
Series 7, Series 63, Equities, Options, Securities, Asset Allocation, Mutual Funds
Education
University of Calgary 1998 — 2000
Bachelor of Commerce, Finance
Mount Royal College 1995 — 1998
Bachelor of Commerce (B.Com.), Finance, General
Ny Yoo Ny Yoo's TD Ameritrade Experience January 2015 - Present
Job Retail Trading Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade February 2014 - January 2015
Farmers Insurance - Charles Yi Agency October 2012 - February 2014
Foss Swim School January 2011 - December 2012
Passages Hospice November 2010 - October 2012
Skills
Healthcare, Public Speaking, Teaching, Microsoft Office, Event Planning, New Business Development, Customer Service, Microsoft Excel, Marketing, PowerPoint, Leadership, Fundraising, Microsoft Word
Education
Murray State University 2006 — 2010
Bachelor of Science (BS), Economics; Financial Planning
University of Kentucky 2005 — 2006
TD Ameritrade January 2015 - Present
TD Ameritrade February 2014 - January 2015
Farmers Insurance - Charles Yi Agency October 2012 - February 2014
Foss Swim School January 2011 - December 2012
Passages Hospice November 2010 - October 2012
Skills
Healthcare, Public Speaking, Teaching, Microsoft Office, Event Planning, New Business Development, Customer Service, Microsoft Excel, Marketing, PowerPoint, Leadership, Fundraising, Microsoft Word
Education
Murray State University 2006 — 2010
Bachelor of Science (BS), Economics; Financial Planning
University of Kentucky 2005 — 2006
Andrew Klassen Andrew Klassen's TD Ameritrade Experience February 2005 - February 2008
Job VP Business Development, Wealth Manager
Industry Financial Services
Experience
DiNuzzo Index Advisors March 2013 - Present
Fifth Third Bank June 2010 - November 2012
TD Ameritrade February 2005 - February 2008
Skills
Series 7, Uniform Combined State..., Series 63, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Mutual Funds, Portfolio Management, Series 24, Equities, Asset Managment, Retirement, Series 65, Insurance, Fixed Annuities, Retail Banking, Consumer Lending, Options, Life Insurance, IRAs, Long-term Care, Relationship Management, Variable Annuities
Education
Miami University 1990 — 1995
Bachelor of Applied Science (B.A.Sc.), Mathematics
DiNuzzo Index Advisors March 2013 - Present
Fifth Third Bank June 2010 - November 2012
TD Ameritrade February 2005 - February 2008
Skills
Series 7, Uniform Combined State..., Series 63, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Mutual Funds, Portfolio Management, Series 24, Equities, Asset Managment, Retirement, Series 65, Insurance, Fixed Annuities, Retail Banking, Consumer Lending, Options, Life Insurance, IRAs, Long-term Care, Relationship Management, Variable Annuities
Education
Miami University 1990 — 1995
Bachelor of Applied Science (B.A.Sc.), Mathematics
Robert Liebman Robert Liebman's TD Ameritrade Experience January 2014 - Present
Job Marketing & Communications Manager
Industry Marketing and Advertising
Experience
TD Ameritrade January 2014 - Present
AT&T 2013 - 2013
Barnes & Noble College 2012 - 2013
Medco 2011 - 2012
Prudential Investments 2000 - 2010
Prudential 1997 - 2000
Prudential Financial 1990 - 1997
Skills
Microsoft Office, Adobe Acrobat, Back Office, Intranet, Vignette, Marketing Communications, Word, Excel, PowerPoint, Outlook, Marketing Strategy, Customer Service, Internal Communications, Marketing Management, Brand Development, Lotus Notes, SharePoint, Marketo, Windows Vista, Windows 7, Social Media Marketing, Microsoft Word, Microsoft Excel, Email Marketing, RFP Generation, Advertising Management, InDesign, InCopy, Digital Marketing, Advertising, Direct Mail, Marketing, Online Advertising, CRM, Training, Newsletters, Project Management, Corporate Communications, Brochures, Brand Management, Social Networking, Employee Training, Financial Services, Direct Marketing, Integrated Marketing, Online Marketing, Sales, Sales Operations, Management, Content Management
Education
Montclair State University
BS, Marketing
Rutgers, The State University of New Jersey-Newark
TD Ameritrade January 2014 - Present
AT&T 2013 - 2013
Barnes & Noble College 2012 - 2013
Medco 2011 - 2012
Prudential Investments 2000 - 2010
Prudential 1997 - 2000
Prudential Financial 1990 - 1997
Skills
Microsoft Office, Adobe Acrobat, Back Office, Intranet, Vignette, Marketing Communications, Word, Excel, PowerPoint, Outlook, Marketing Strategy, Customer Service, Internal Communications, Marketing Management, Brand Development, Lotus Notes, SharePoint, Marketo, Windows Vista, Windows 7, Social Media Marketing, Microsoft Word, Microsoft Excel, Email Marketing, RFP Generation, Advertising Management, InDesign, InCopy, Digital Marketing, Advertising, Direct Mail, Marketing, Online Advertising, CRM, Training, Newsletters, Project Management, Corporate Communications, Brochures, Brand Management, Social Networking, Employee Training, Financial Services, Direct Marketing, Integrated Marketing, Online Marketing, Sales, Sales Operations, Management, Content Management
Education
Montclair State University
BS, Marketing
Rutgers, The State University of New Jersey-Newark
Sapna Sehgal Sapna Sehgal's TD Ameritrade Experience July 2014 - Present
Job User Experience Lead at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2014 - Present
LexisNexis, Counsel Link August 2009 - June 2014
UBS, Financial Service , FoodMatch December 2008 - August 2009
Deloitte & Touche September 2007 - November 2008
Sequent Inc. September 2002 - July 2007
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, User Experience Design, User Interface Design, SEO, Web Marketing, Requirements Gathering, User Research, Business Analysis, User Centered Design, Usability Analysis, Wire Framing, Web Design, Agile Methodologies, Internet Marketing, Agile,Rapid & Lean UX, UX Strategy, CSS, User Interface, Usability, Wireframes, User Experience Testing, Mobile Interaction..., Workflow Diagrams
Education
Human Factors 2013 — 2015
CXA , Certified User Experience Analyst
Scrum Alliance
Certified Scrum Product Owner
Scrum Alliance
Certified Scrum Master
Pragmatic Marketing Inc 2012 — 2012
Pragmatic Marketing Certified, Product Management & Marketing
Human Factors 2009 — 2009
CUA, Certified Usability Analyst
University of San Francisco 2011 — 2011
Advanced Interactive Marketing & Measurement
ESI International 2011 — 2011
Project Management
Chubb Institute 2002 — 2002
Web Development, HTML, CSS, Java Script, XML, SQL, JAVA
National Institute of Information Technology 1997 — 1998
Web Design, Web Graphics, HTML, CSS
Clares Institute 1993 — 1993
Fashion Design
TD Ameritrade July 2014 - Present
LexisNexis, Counsel Link August 2009 - June 2014
UBS, Financial Service , FoodMatch December 2008 - August 2009
Deloitte & Touche September 2007 - November 2008
Sequent Inc. September 2002 - July 2007
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, User Experience Design, User Interface Design, SEO, Web Marketing, Requirements Gathering, User Research, Business Analysis, User Centered Design, Usability Analysis, Wire Framing, Web Design, Agile Methodologies, Internet Marketing, Agile,Rapid & Lean UX, UX Strategy, CSS, User Interface, Usability, Wireframes, User Experience Testing, Mobile Interaction..., Workflow Diagrams
Education
Human Factors 2013 — 2015
CXA , Certified User Experience Analyst
Scrum Alliance
Certified Scrum Product Owner
Scrum Alliance
Certified Scrum Master
Pragmatic Marketing Inc 2012 — 2012
Pragmatic Marketing Certified, Product Management & Marketing
Human Factors 2009 — 2009
CUA, Certified Usability Analyst
University of San Francisco 2011 — 2011
Advanced Interactive Marketing & Measurement
ESI International 2011 — 2011
Project Management
Chubb Institute 2002 — 2002
Web Development, HTML, CSS, Java Script, XML, SQL, JAVA
National Institute of Information Technology 1997 — 1998
Web Design, Web Graphics, HTML, CSS
Clares Institute 1993 — 1993
Fashion Design
Jennifer Petsche Jennifer Petsche's TD Ameritrade Experience January 2015 - June 2015
Job Project Management at MetaCommunications
Industry Computer Software
Experience
MetaCommunications June 2015 - Present
TD Ameritrade January 2015 - June 2015
The Sugar Shack Bakery October 2013 - December 2014
Morningside College August 2012 - May 2014
maurices July 2013 - October 2013
Scheels May 2012 - July 2013
Skills
Retail Sales, Retail, Store Operations, Inventory Management, Driving Results, Profit, Inventory Control, Sales, Customer Service, Fashion, Time Management, Customer Satisfaction, Cashiering, Apparel, Sales Management
Education
Morningside College 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, Psychology Minor
West Monona 2008 — 2011
MetaCommunications June 2015 - Present
TD Ameritrade January 2015 - June 2015
The Sugar Shack Bakery October 2013 - December 2014
Morningside College August 2012 - May 2014
maurices July 2013 - October 2013
Scheels May 2012 - July 2013
Skills
Retail Sales, Retail, Store Operations, Inventory Management, Driving Results, Profit, Inventory Control, Sales, Customer Service, Fashion, Time Management, Customer Satisfaction, Cashiering, Apparel, Sales Management
Education
Morningside College 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, Psychology Minor
West Monona 2008 — 2011
Marc Vargas Marc Vargas's TD Ameritrade Experience November 2008 - September 2012
Job Experienced Financial Services and IT Professional
Industry Financial Services
Experience
Delta Data Software December 2012 - Present
TD Ameritrade November 2008 - September 2012
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2007 - November 2008
DST Systems Inc October 2001 - September 2007
PNC October 1998 - September 2001
SunGard Shareholder Systems May 1996 - October 1998
AIM Fund Services April 1992 - May 1996
Cortland Financial Group May 1991 - April 1992
PaineWebber December 1989 - May 1991
National Securities & Research Corp. January 1983 - December 1989
Skills
Mutual Funds, Transfer Agency, FundSERV, Omnibus, Project Management, Business Analysis, Systems Analysis, System Design, System Administration, Operations Management, Data Conversion, Cost Basis Reporting, SDLC, Blue Sky, Subaccounting, Relationship Management, Customer Service, Quality Assurance, System Deployment, Networking, Back Office, ACATS, Tax Reporting, Brokerage, Corporate Actions, Vendor Management, Financial Services, CRM, Risk Management, Equities, Requirements Gathering, Asset Management, Leadership, Management, Business Requirements, Process Improvement
Education
Monroe Community College 1984 — 1986
Delta Data Software December 2012 - Present
TD Ameritrade November 2008 - September 2012
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2007 - November 2008
DST Systems Inc October 2001 - September 2007
PNC October 1998 - September 2001
SunGard Shareholder Systems May 1996 - October 1998
AIM Fund Services April 1992 - May 1996
Cortland Financial Group May 1991 - April 1992
PaineWebber December 1989 - May 1991
National Securities & Research Corp. January 1983 - December 1989
Skills
Mutual Funds, Transfer Agency, FundSERV, Omnibus, Project Management, Business Analysis, Systems Analysis, System Design, System Administration, Operations Management, Data Conversion, Cost Basis Reporting, SDLC, Blue Sky, Subaccounting, Relationship Management, Customer Service, Quality Assurance, System Deployment, Networking, Back Office, ACATS, Tax Reporting, Brokerage, Corporate Actions, Vendor Management, Financial Services, CRM, Risk Management, Equities, Requirements Gathering, Asset Management, Leadership, Management, Business Requirements, Process Improvement
Education
Monroe Community College 1984 — 1986
Linda Larkin Linda Larkin's TD Ameritrade Experience March 2014 - Present
Job Senior Marketing Specialist at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade March 2014 - Present
Artful Growth May 2012 - April 2014
Johns Manville 2011 - 2012
GHX - Global Healthcare Exchange 2006 - 2010
Western Union 2004 - 2006
Ericsson Telecom AB 1991 - 2001
United Artists 1989 - 1991
Paragon Communications 1985 - 1989
Skills
CRM, Competitive Analysis, Business Intelligence, Marketing Strategy, Forecasting, Data Analysis, Marketing Research, Process Improvement, Marketing Management, Business Analysis, Salesforce.com, Market Research, Management, Reporting, Client Services, Strategy
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Naropa University
Master of Arts (MA)
University of Denver
Bachelor of Business Administration (B.B.A.)
TD Ameritrade March 2014 - Present
Artful Growth May 2012 - April 2014
Johns Manville 2011 - 2012
GHX - Global Healthcare Exchange 2006 - 2010
Western Union 2004 - 2006
Ericsson Telecom AB 1991 - 2001
United Artists 1989 - 1991
Paragon Communications 1985 - 1989
Skills
CRM, Competitive Analysis, Business Intelligence, Marketing Strategy, Forecasting, Data Analysis, Marketing Research, Process Improvement, Marketing Management, Business Analysis, Salesforce.com, Market Research, Management, Reporting, Client Services, Strategy
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Naropa University
Master of Arts (MA)
University of Denver
Bachelor of Business Administration (B.B.A.)
Dustin Bailey Dustin Bailey's TD Ameritrade Experience 2010 - 2012
Job Director of Business Development at YESCO
Industry Electrical/Electronic Manufacturing
Experience
YESCO 2012 - Present
TD Ameritrade 2010 - 2012
Cascade Peaks Business Group, LLC 2007 - 2010
Tortilla Blue 2005 - 2007
Utah Homes & Living Magazine 2002 - 2004
Skills
Strategic Planning, Sales Operations, Organizational..., Department Budgeting, Forecasting, Market Research, Pipeline Management, Business Analysis, Sales Prospecting, Sales Process..., Lead Generation, Negotiation, Presentations, Market Penetration, Project Coordination, Recruiting, Staff Development, Team Leadership, Sales Leadership..., B2B, Salesforce.com, Closing Deals
Education
Neumont University 2004 — 2005
YESCO 2012 - Present
TD Ameritrade 2010 - 2012
Cascade Peaks Business Group, LLC 2007 - 2010
Tortilla Blue 2005 - 2007
Utah Homes & Living Magazine 2002 - 2004
Skills
Strategic Planning, Sales Operations, Organizational..., Department Budgeting, Forecasting, Market Research, Pipeline Management, Business Analysis, Sales Prospecting, Sales Process..., Lead Generation, Negotiation, Presentations, Market Penetration, Project Coordination, Recruiting, Staff Development, Team Leadership, Sales Leadership..., B2B, Salesforce.com, Closing Deals
Education
Neumont University 2004 — 2005
Frank Baker's TD Ameritrade Experience March 1999 - January 2001
Job Director of Inside Sales at SNH Inc.
Industry Banking
Experience
SNH Inc. November 2014 - Present
Bank of Manhattan April 2013 - November 2014
Keller Williams Realty(Chris Heller) Del Mar, C.A. June 2011 - April 2013
Merrill Lynch March 2012 - February 2013
Wells Fargo February 2010 - July 2011
Alternative Asset Partners November 2007 - January 2010
Argent Mortgage/Citi Residential January 2005 - November 2007
Empire Capital Funding December 2001 - January 2005
Abtech Systems Inc February 2001 - December 2001
TD Ameritrade March 1999 - January 2001
Skills
Mortgage Lending, FHA, Loans, Investment Properties, First Time Home Buyers, REO, Real Estate, Residential Homes, Portfolio Management, Finance, Sales, Real Estate Transactions, Banking, Referrals, Investors, Mortgage Banking, Selling, Loan Origination, Real Estate Financing, Refinance, Asset Management, Commercial Real Estate, Condos, Underwriting, Credit, Series 7, Single Family Homes, Residential Mortgages, Sellers, Strategic Negotiations, Financial Risk, Equities, Series 63, FINRA, Hedge Funds, Relocation, Brokerage, Account Sales Strategies, Asset Managment, New Home Sales, Funding, FHA financing, Property, Mortgage Marketing, Real Estate Economics, Investments, Valuation, VA loans
Education
UNLV 1991 — 1997
Masters of Science, Hotel and Public Administration, 3.65
University of Nevada-Las Vegas 1991 — 1997
B.S, Harrah’s Hotel and Casino Management
Nebraska Wesleyan University
Pius X High School
Southeast High School
University of Nebraska-Lincoln
University of Southern Nevada
SNH Inc. November 2014 - Present
Bank of Manhattan April 2013 - November 2014
Keller Williams Realty(Chris Heller) Del Mar, C.A. June 2011 - April 2013
Merrill Lynch March 2012 - February 2013
Wells Fargo February 2010 - July 2011
Alternative Asset Partners November 2007 - January 2010
Argent Mortgage/Citi Residential January 2005 - November 2007
Empire Capital Funding December 2001 - January 2005
Abtech Systems Inc February 2001 - December 2001
TD Ameritrade March 1999 - January 2001
Skills
Mortgage Lending, FHA, Loans, Investment Properties, First Time Home Buyers, REO, Real Estate, Residential Homes, Portfolio Management, Finance, Sales, Real Estate Transactions, Banking, Referrals, Investors, Mortgage Banking, Selling, Loan Origination, Real Estate Financing, Refinance, Asset Management, Commercial Real Estate, Condos, Underwriting, Credit, Series 7, Single Family Homes, Residential Mortgages, Sellers, Strategic Negotiations, Financial Risk, Equities, Series 63, FINRA, Hedge Funds, Relocation, Brokerage, Account Sales Strategies, Asset Managment, New Home Sales, Funding, FHA financing, Property, Mortgage Marketing, Real Estate Economics, Investments, Valuation, VA loans
Education
UNLV 1991 — 1997
Masters of Science, Hotel and Public Administration, 3.65
University of Nevada-Las Vegas 1991 — 1997
B.S, Harrah’s Hotel and Casino Management
Nebraska Wesleyan University
Pius X High School
Southeast High School
University of Nebraska-Lincoln
University of Southern Nevada
Alipio Figueroa Alipio Figueroa's TD Ameritrade Experience April 2012 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
TD Ameritrade March 2009 - March 2012
Smith Barney April 2004 - March 2009
Skills
Series 7, Series 63, Series 65, Mutual Funds, Investment Advisory, Retirement Planning, FINRA, Asset Allocation, ETFs, Securities, Investments, Wealth Management, Series 24, Finance, Investment Strategies, Financial Advisory, Retirement
Education
New Jersey Institute of Technology 2000 — 2004
Bachelor of Applied Science (BASc), Information Technology
Ramapo College of New Jersey 1994 — 1996
TD Ameritrade April 2012 - Present
TD Ameritrade March 2009 - March 2012
Smith Barney April 2004 - March 2009
Skills
Series 7, Series 63, Series 65, Mutual Funds, Investment Advisory, Retirement Planning, FINRA, Asset Allocation, ETFs, Securities, Investments, Wealth Management, Series 24, Finance, Investment Strategies, Financial Advisory, Retirement
Education
New Jersey Institute of Technology 2000 — 2004
Bachelor of Applied Science (BASc), Information Technology
Ramapo College of New Jersey 1994 — 1996
Victor Solorio Victor Solorio's TD Ameritrade Experience July 2014 - Present
Job Analyst II, Data & App Implemtation at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade December 2013 - July 2014
TD Ameritrade July 2010 - December 2013
Skills
SQL, Mutual Funds, Series 7, Business Process Mapping, C#, VBA, Financial Services, Series 63, Project Management, Series 24, Vendor Management, JScript, ExtJS, JavaScript, Technical Documentation, Visual Studio, Microsoft SQL Server, .NET
Education
The University of Texas at Arlington 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
Navarro College 1999 — 2000
Bachelor of Arts (B.A.), General Studies
TD Ameritrade July 2014 - Present
TD Ameritrade December 2013 - July 2014
TD Ameritrade July 2010 - December 2013
Skills
SQL, Mutual Funds, Series 7, Business Process Mapping, C#, VBA, Financial Services, Series 63, Project Management, Series 24, Vendor Management, JScript, ExtJS, JavaScript, Technical Documentation, Visual Studio, Microsoft SQL Server, .NET
Education
The University of Texas at Arlington 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
Navarro College 1999 — 2000
Bachelor of Arts (B.A.), General Studies
Daniel Benischek Daniel Benischek's TD Ameritrade Experience August 1998 - December 2003
Job Vice President of Operations at Gustave A. Larson Co.
Industry Wholesale
Experience
Gustave A. Larson Co. February 2014 - Present
Carroll University 2007 - Present
Briggs & Stratton November 2007 - February 2014
GE Capital - Healthcare Financial Services March 2006 - November 2007
GE Capital January 2004 - March 2006
TD Ameritrade August 1998 - December 2003
Skills
Customer Service..., Customer Service..., Operations Management, Metrics Reporting, Strategic Leadership, Data Analysis, Cross-functional Team..., Process Improvement, Team Building, Customer Satisfaction, Strategic Planning, Sales Operations, Forecasting, Customer Service, Certified Green Belt, Program Management, Training, Leadership, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2005
Master of Business Administration (M.B.A.), Management & Operations
Nebraska Wesleyan University 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Gustave A. Larson Co. February 2014 - Present
Carroll University 2007 - Present
Briggs & Stratton November 2007 - February 2014
GE Capital - Healthcare Financial Services March 2006 - November 2007
GE Capital January 2004 - March 2006
TD Ameritrade August 1998 - December 2003
Skills
Customer Service..., Customer Service..., Operations Management, Metrics Reporting, Strategic Leadership, Data Analysis, Cross-functional Team..., Process Improvement, Team Building, Customer Satisfaction, Strategic Planning, Sales Operations, Forecasting, Customer Service, Certified Green Belt, Program Management, Training, Leadership, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2005
Master of Business Administration (M.B.A.), Management & Operations
Nebraska Wesleyan University 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Jennifer Ahlm Jennifer Ahlm's TD Ameritrade Experience January 2014 - July 2015
Job Senior Compliance Analyst at TD Ameritrade
Industry Financial Services
Experience
Securities America Inc. July 2015 - Present
TD Ameritrade January 2014 - July 2015
TD Ameritrade June 2011 - January 2014
TD Ameritrade May 2008 - June 2011
Skills
Compliance Advisory, Collaborative Problem..., Series 7, Series 63, Series 24, FINRA, Financial Services, Data Organization and..., Problem Solving, SharePoint, Tableau, Microsoft Excel, Workflow Prioritization, Needs Analysis, Series 4, Series 3, Series 34, FINRA Examinations
Education
Nebraska Wesleyan University 1996 — 2007
Bachelor's degree, English Language and Literature, General
Nebraska Wesleyan University 1996 — 2007
Bachelor of Arts in English, English
Securities America Inc. July 2015 - Present
TD Ameritrade January 2014 - July 2015
TD Ameritrade June 2011 - January 2014
TD Ameritrade May 2008 - June 2011
Skills
Compliance Advisory, Collaborative Problem..., Series 7, Series 63, Series 24, FINRA, Financial Services, Data Organization and..., Problem Solving, SharePoint, Tableau, Microsoft Excel, Workflow Prioritization, Needs Analysis, Series 4, Series 3, Series 34, FINRA Examinations
Education
Nebraska Wesleyan University 1996 — 2007
Bachelor's degree, English Language and Literature, General
Nebraska Wesleyan University 1996 — 2007
Bachelor of Arts in English, English
Diana Sheldon Diana Sheldon's TD Ameritrade Experience September 2011 - November 2011
Job Sr. Recruiter Talent Acquisition at Samsung Electronics America
Industry Staffing and Recruiting
Experience
Samsung Electronics October 2014 - Present
Williams Lea (a Deutsche Post DHL Company) December 2011 - October 2014
TD Ameritrade September 2011 - November 2011
Hertz April 2009 - September 2011
Citigroup 2007 - 2009
Washington Mutual 2005 - 2007
Stanley Capital 2003 - 2005
Scottrade 2000 - 2001
Skills
Onboarding, Talent Acquisition, Interviewing, College Recruiting, Applicant Tracking..., Sourcing, Full-cycle Recruiting, Hiring, HR Strategy, Job Descriptions, Personnel Management, SDLC, Recruiting, Interviews, Behavioral Interviewing, Extending Offers, Human Resources, Resume Writing, Temporary Placement, Management, Deferred Compensation, Employee Benefits, Leadership, Strategy, Job Fairs, New Hire Orientations, Talent Management, Internet Recruiting
Education
Montclair State University 1999 — 2003
B.S., Business Administration (Management & Marketing)
Fairleigh Dickinson University-Metropolitan Campus
Certificate, Human Resources
Samsung Electronics October 2014 - Present
Williams Lea (a Deutsche Post DHL Company) December 2011 - October 2014
TD Ameritrade September 2011 - November 2011
Hertz April 2009 - September 2011
Citigroup 2007 - 2009
Washington Mutual 2005 - 2007
Stanley Capital 2003 - 2005
Scottrade 2000 - 2001
Skills
Onboarding, Talent Acquisition, Interviewing, College Recruiting, Applicant Tracking..., Sourcing, Full-cycle Recruiting, Hiring, HR Strategy, Job Descriptions, Personnel Management, SDLC, Recruiting, Interviews, Behavioral Interviewing, Extending Offers, Human Resources, Resume Writing, Temporary Placement, Management, Deferred Compensation, Employee Benefits, Leadership, Strategy, Job Fairs, New Hire Orientations, Talent Management, Internet Recruiting
Education
Montclair State University 1999 — 2003
B.S., Business Administration (Management & Marketing)
Fairleigh Dickinson University-Metropolitan Campus
Certificate, Human Resources
Melissa Matson's TD Ameritrade Experience August 2014 - Present
Job Communications and Public Affairs, Specialist at TD Ameritrade
Industry Public Relations and Communications
Experience
TD Ameritrade August 2014 - Present
The Children's Place April 2012 - August 2014
Procter & Gamble- Prestige Products May 2010 - April 2012
CBS Corporation September 2009 - May 2010
Universal Music Group May 2009 - August 2009
Education
Monmouth University 2006 — 2010
B.A., Communication
TD Ameritrade August 2014 - Present
The Children's Place April 2012 - August 2014
Procter & Gamble- Prestige Products May 2010 - April 2012
CBS Corporation September 2009 - May 2010
Universal Music Group May 2009 - August 2009
Education
Monmouth University 2006 — 2010
B.A., Communication
Keith Gunn Keith Gunn's TD Ameritrade Experience January 2013 - Present
Job Project Portfolio Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade February 2009 - December 2012
Merrill Lynch April 2007 - September 2008
Merrill Lynch January 2006 - September 2007
Merrill Lynch September 2003 - December 2006
Merrill Lynch July 2002 - September 2003
Merrill Lynch June 1998 - June 2002
Merrill Lynch June 1996 - May 1998
Merrill Lynch April 1988 - June 1996
Merrill Lynch September 1983 - April 1988
Skills
MS Project, Risk Management, Business Analysis, IT Management, Visio, Change Management, Project Management, Budgets, Income Statement, Microsoft Office, Software Design, Teaching, Crystal Xcelsius, Virtual Management, Cross-functional Team..., Portfolio Management, Management, Requirements Analysis, Vendor Management, Integration, Business Process..., SDLC, Software Documentation, Strategy, Program Management, Project Portfolio..., Software Project..., Financial Services, Process Improvement, Analysis
Education
The Chubb Institute 1995 — 1996
Client Server Programming, Programming
Middle Tennessee State University 1982 — 1982
TD Ameritrade January 2013 - Present
TD Ameritrade February 2009 - December 2012
Merrill Lynch April 2007 - September 2008
Merrill Lynch January 2006 - September 2007
Merrill Lynch September 2003 - December 2006
Merrill Lynch July 2002 - September 2003
Merrill Lynch June 1998 - June 2002
Merrill Lynch June 1996 - May 1998
Merrill Lynch April 1988 - June 1996
Merrill Lynch September 1983 - April 1988
Skills
MS Project, Risk Management, Business Analysis, IT Management, Visio, Change Management, Project Management, Budgets, Income Statement, Microsoft Office, Software Design, Teaching, Crystal Xcelsius, Virtual Management, Cross-functional Team..., Portfolio Management, Management, Requirements Analysis, Vendor Management, Integration, Business Process..., SDLC, Software Documentation, Strategy, Program Management, Project Portfolio..., Software Project..., Financial Services, Process Improvement, Analysis
Education
The Chubb Institute 1995 — 1996
Client Server Programming, Programming
Middle Tennessee State University 1982 — 1982
William E. Wymer, Ph.D. William E. Wymer, Ph.D.'s TD Ameritrade Experience August 2006 - December 2011
Job Manager, Human Capital Analytics
Industry Financial Services
Experience
Vanguard November 2012 - Present
TD Ameritrade August 2006 - December 2011
UBS Financial Services January 2000 - July 2006
Merrill Lynch 1994 - 2000
Skills
Analytics, Strategy, Competitive Analysis, workforce analytics, Market Research, Segmentation, Business Intelligence, Strategic Planning, Wealth Management, Analysis, Competitive Intelligence, Management, Business Strategy, Financial Services, Business Analysis, Organizational..., Customer Insight, Product Development, Consulting, Change Management, Customer Satisfaction..., Organizational Behavior, Marketing, Employee Engagement, Customer Satisfaction, Organizational Change, Organizational..., Product Design, Product Strategy, Client Expereince, Persona Development, CRPC, Workforce Planning
Education
New College of Florida
Bachelor of Arts (B.A.)
University of South Florida
PhD
University of South Florida
MA
Vanguard November 2012 - Present
TD Ameritrade August 2006 - December 2011
UBS Financial Services January 2000 - July 2006
Merrill Lynch 1994 - 2000
Skills
Analytics, Strategy, Competitive Analysis, workforce analytics, Market Research, Segmentation, Business Intelligence, Strategic Planning, Wealth Management, Analysis, Competitive Intelligence, Management, Business Strategy, Financial Services, Business Analysis, Organizational..., Customer Insight, Product Development, Consulting, Change Management, Customer Satisfaction..., Organizational Behavior, Marketing, Employee Engagement, Customer Satisfaction, Organizational Change, Organizational..., Product Design, Product Strategy, Client Expereince, Persona Development, CRPC, Workforce Planning
Education
New College of Florida
Bachelor of Arts (B.A.)
University of South Florida
PhD
University of South Florida
MA
Gene Masin Gene Masin's TD Ameritrade Experience June 2013 - Present
Job Enterprise Architect at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
TD Ameritrade April 2012 - June 2013
TD Ameritrade October 2010 - April 2012
Wyndham Worldwide / RCI November 2005 - October 2010
Wyndham Worldwide November 2005 - October 2010
Cendant October 2003 - October 2005
Cendant August 2002 - September 2003
BRG March 2000 - August 2000
Skills
Weblogic, Websphere, Oracle, Tomcat, Middleware, Apache, TIBCO, Microsoft SQL Server, Databases, Sybase, XML, JSP, Servlets, Operating Systems, JavaScript, Low Latency Trading, Computer Hardware, Network Design, TOGAF, ITIL Certified, Cloud Computing, VMware Infrastructure, Integration, Unix, SOA, Enterprise Software, Enterprise Architecture, Solaris, Security, Performance Tuning, System Deployment, Infrastructure, PowerDesigner, Modeling Tools, Standards Compliance, SOX Compliancy, IT Strategy, Solution Architecture, Technical Architecture, Business Continuity, Disaster Recovery, High Availability, Software Documentation, SDLC, Virtualization, Information Technology, Project Delivery, Data Center, IT Management, Architectures
Education
Moscow State University of Civil Engineering 1997 — 1999
Master, Automated control systems
Moscow State University of Civil Engineering (MSUCE) 1991 — 1997
Bachelor, Civil engineering, computers
11
TD Ameritrade June 2013 - Present
TD Ameritrade April 2012 - June 2013
TD Ameritrade October 2010 - April 2012
Wyndham Worldwide / RCI November 2005 - October 2010
Wyndham Worldwide November 2005 - October 2010
Cendant October 2003 - October 2005
Cendant August 2002 - September 2003
BRG March 2000 - August 2000
Skills
Weblogic, Websphere, Oracle, Tomcat, Middleware, Apache, TIBCO, Microsoft SQL Server, Databases, Sybase, XML, JSP, Servlets, Operating Systems, JavaScript, Low Latency Trading, Computer Hardware, Network Design, TOGAF, ITIL Certified, Cloud Computing, VMware Infrastructure, Integration, Unix, SOA, Enterprise Software, Enterprise Architecture, Solaris, Security, Performance Tuning, System Deployment, Infrastructure, PowerDesigner, Modeling Tools, Standards Compliance, SOX Compliancy, IT Strategy, Solution Architecture, Technical Architecture, Business Continuity, Disaster Recovery, High Availability, Software Documentation, SDLC, Virtualization, Information Technology, Project Delivery, Data Center, IT Management, Architectures
Education
Moscow State University of Civil Engineering 1997 — 1999
Master, Automated control systems
Moscow State University of Civil Engineering (MSUCE) 1991 — 1997
Bachelor, Civil engineering, computers
11
Nate Jaeger Nate Jaeger's TD Ameritrade Experience September 2010 - May 2011
Job Escrow Officer, Omaha Title & Escrow, NP Dodge
Industry Financial Services
Experience
Omaha Title & Escrow, Inc, NP Dodge Title Services March 2012 - Present
State Farm Insurance May 2011 - March 2012
TD Ameritrade September 2010 - May 2011
Nebraska Wesleyan University January 2010 - May 2010
SMITH HAYES Financial Services March 2008 - March 2009
Education
Nebraska Wesleyan University 2006 — 2010
B.S. Business Administration/ Marketing Minor, Business, Finance, Marketing, Management
Omaha Title & Escrow, Inc, NP Dodge Title Services March 2012 - Present
State Farm Insurance May 2011 - March 2012
TD Ameritrade September 2010 - May 2011
Nebraska Wesleyan University January 2010 - May 2010
SMITH HAYES Financial Services March 2008 - March 2009
Education
Nebraska Wesleyan University 2006 — 2010
B.S. Business Administration/ Marketing Minor, Business, Finance, Marketing, Management
Austin Morris Austin Morris's TD Ameritrade Experience December 2012 - August 2015
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TD Ameritrade December 2012 - August 2015
ProShares Advisors, LLC November 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - September 2011
M&T Investment Group June 2007 - June 2010
ASCD 2000 - 2003
Skills
Series 7, Series 65, Series 63, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Investments, Options, Mutual Funds, Asset Management, Financial Services, Investment Advisory, Financial Planning, Investment Strategies
Education
Morgan State University 2004 — 2007
B.A., Public Relations
Stony Brook University 2002 — 2004
Business Management
TIAA-CREF September 2015 - Present
TD Ameritrade December 2012 - August 2015
ProShares Advisors, LLC November 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - September 2011
M&T Investment Group June 2007 - June 2010
ASCD 2000 - 2003
Skills
Series 7, Series 65, Series 63, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Investments, Options, Mutual Funds, Asset Management, Financial Services, Investment Advisory, Financial Planning, Investment Strategies
Education
Morgan State University 2004 — 2007
B.A., Public Relations
Stony Brook University 2002 — 2004
Business Management
Chandra Sekhar Veera's TD Ameritrade Experience August 2007 - March 2012
Job Senior Software Engineer at Condé Nast (Frontend Architect, Senior JavaScript Developer)
Industry Media Production
Experience
Condé Nast March 2012 - Present
TD Ameritrade August 2007 - March 2012
Avenue A Razorfish May 2007 - August 2007
TD Ameritrade June 2006 - May 2007
Washington Mutual September 2005 - April 2006
Ameriquest Mortgage Company February 2004 - September 2005
Spectrum Technologies 2002 - 2003
University of Missouri - Rolla 2002 - 2003
Skills
HTML, CSS, JavaScript, DOM, Dojo, jQuery, Backbone.js, RequireJS, JIRA, Web Development, Weblogic, HTML 5, Web Applications, AJAX, REST, CSS3, DHTML, Front-end, JSON, Agile Methodologies, Subversion, Eclipse, Programming, Photoshop, User Interface Design, User Experience, SDLC, Flash, XML, MongoDB, XHTML, Git, ActionScript, SharePoint, Node.js, User Interface, WebLogic, HTML5
Education
Missouri University of Science and Technology 2001 — 2003
Master's degree, Computer Science
University of Missouri-Rolla 2001 — 2003
MS, Computer Science
Condé Nast March 2012 - Present
TD Ameritrade August 2007 - March 2012
Avenue A Razorfish May 2007 - August 2007
TD Ameritrade June 2006 - May 2007
Washington Mutual September 2005 - April 2006
Ameriquest Mortgage Company February 2004 - September 2005
Spectrum Technologies 2002 - 2003
University of Missouri - Rolla 2002 - 2003
Skills
HTML, CSS, JavaScript, DOM, Dojo, jQuery, Backbone.js, RequireJS, JIRA, Web Development, Weblogic, HTML 5, Web Applications, AJAX, REST, CSS3, DHTML, Front-end, JSON, Agile Methodologies, Subversion, Eclipse, Programming, Photoshop, User Interface Design, User Experience, SDLC, Flash, XML, MongoDB, XHTML, Git, ActionScript, SharePoint, Node.js, User Interface, WebLogic, HTML5
Education
Missouri University of Science and Technology 2001 — 2003
Master's degree, Computer Science
University of Missouri-Rolla 2001 — 2003
MS, Computer Science
Jason Dudek Jason Dudek's TD Ameritrade Experience September 2008 - November 2011
Job Founder at Red Lantern Game Studios
Industry Computer Games
Experience
Red Lantern Game Studios LLC January 2009 - Present
Noetic Partners May 2014 - September 2014
GFI Group February 2013 - March 2014
FJA-US January 2012 - January 2013
TD Ameritrade September 2008 - November 2011
DTCC May 2005 - September 2008
Q-Play October 2004 - May 2005
Skills
C++, Java
Education
New Jersey Institute of Technology 2001 — 2005
BS, Computer Science
Red Lantern Game Studios LLC January 2009 - Present
Noetic Partners May 2014 - September 2014
GFI Group February 2013 - March 2014
FJA-US January 2012 - January 2013
TD Ameritrade September 2008 - November 2011
DTCC May 2005 - September 2008
Q-Play October 2004 - May 2005
Skills
C++, Java
Education
New Jersey Institute of Technology 2001 — 2005
BS, Computer Science
Andre Bv Andre Bv's TD Ameritrade Experience 2013 - 2013
Job HelpDesk/Desktop Support at Bayer CropScience
Industry Computer Hardware
Experience
Bayer CropScience September 2011 - Present
SmartSource Technical Staffing 2014 - 2014
TD Ameritrade 2013 - 2013
Kforce Inc. April 2001 - September 2011
Johnson & Johnson 2008 - 2009
RHT 2007 - 2008
EDS Group 2005 - 2006
Credit Suisse 2005 - 2006
Axes 2003 - 2004
Skills
Windows 7, VPN, Windows XP, Troubleshooting, Hardware, Laptops, Microsoft Exchange, Printers, System Deployment, Networking, Blackberry, Desktop Computers
Education
Monroe College 1998 — 2003
Bayer CropScience September 2011 - Present
SmartSource Technical Staffing 2014 - 2014
TD Ameritrade 2013 - 2013
Kforce Inc. April 2001 - September 2011
Johnson & Johnson 2008 - 2009
RHT 2007 - 2008
EDS Group 2005 - 2006
Credit Suisse 2005 - 2006
Axes 2003 - 2004
Skills
Windows 7, VPN, Windows XP, Troubleshooting, Hardware, Laptops, Microsoft Exchange, Printers, System Deployment, Networking, Blackberry, Desktop Computers
Education
Monroe College 1998 — 2003
Shreyas (Shree) Shah Shreyas (Shree) Shah's TD Ameritrade Experience April 2007 - April 2010
Job SFDC Practice Lead North America at Infosys
Industry Financial Services
Experience
Infosys 2014 - Present
Hexaware Technologies March 2012 - 2014
Consultancy/Interim August 2011 - March 2012
Univision April 2010 - August 2011
TD Ameritrade April 2007 - April 2010
Cardinal Health December 2006 - April 2007
Extraprise September 2005 - November 2006
One Call Medical Inc. May 2001 - September 2005
Skills
Project Delivery, Software Project..., Technical Staff..., Technical Architecture, Force.com, SSO, Salesforce.com, CTI, Salesforce Integration, Apex and Visualforce, Mobile Applications, Web Applications, Data Migration, Database Administration, Data Cleansing, Informatica, API, Oracle SQL, PL/SQL, JavaScript, REST, JSOn, jQuery, Shell Scripting, EDI, Ksh, ETL, Business Intelligence, Software Consulting, Change Management, Quality Assurance, Siebel, Siebel EAI, Siebel Administration, SalesLogix, Integration, Application Development, Business Process, Cloud Computing, Business Management, Agile, CRM, Data Integration, SFDC, Salesforce.com..., Salesforce.com..., Business Process Design, Agile Methodologies, Software Development, Management
Education
New Jersey Institute of Technology 2000 — 2002
MS, Computer Science
New Jersey Institute of Technology 1999 — 2001
BS, Computer Science
Hudson County Community College 1997 — 1999
Associate, Computer Science
The Maharaja Sayajirao University of Baroda 1993 — 1996
Diploma, Civil Engineering
Infosys 2014 - Present
Hexaware Technologies March 2012 - 2014
Consultancy/Interim August 2011 - March 2012
Univision April 2010 - August 2011
TD Ameritrade April 2007 - April 2010
Cardinal Health December 2006 - April 2007
Extraprise September 2005 - November 2006
One Call Medical Inc. May 2001 - September 2005
Skills
Project Delivery, Software Project..., Technical Staff..., Technical Architecture, Force.com, SSO, Salesforce.com, CTI, Salesforce Integration, Apex and Visualforce, Mobile Applications, Web Applications, Data Migration, Database Administration, Data Cleansing, Informatica, API, Oracle SQL, PL/SQL, JavaScript, REST, JSOn, jQuery, Shell Scripting, EDI, Ksh, ETL, Business Intelligence, Software Consulting, Change Management, Quality Assurance, Siebel, Siebel EAI, Siebel Administration, SalesLogix, Integration, Application Development, Business Process, Cloud Computing, Business Management, Agile, CRM, Data Integration, SFDC, Salesforce.com..., Salesforce.com..., Business Process Design, Agile Methodologies, Software Development, Management
Education
New Jersey Institute of Technology 2000 — 2002
MS, Computer Science
New Jersey Institute of Technology 1999 — 2001
BS, Computer Science
Hudson County Community College 1997 — 1999
Associate, Computer Science
The Maharaja Sayajirao University of Baroda 1993 — 1996
Diploma, Civil Engineering
Ken Ross's TD Ameritrade Experience September 2000 - June 2006
Job Manager Advanced Risk and Compliance Analytics at PwC
Industry Financial Services
Experience
PwC April 2014 - Present
Barclays Capital June 2011 - March 2014
Citibank April 2010 - June 2011
Barclays Capital June 2006 - April 2010
TD Ameritrade September 2000 - June 2006
Merrill Lynch 1999 - 2000
Warner Lambert 1998 - 1999
Pershing 1996 - 1998
Smith Barney 1995 - 1996
Electronic Data Systems ( EDS ) 1994 - 1995
Skills
AML, Business Analysis, Banking, SDLC, Data Analysis, Data Modeling, Project Management, User Acceptance Testing, Back Office, KYC, Financial Risk, Risk Management, Trade Compliance, Trading, Anti Money Laundering, Management, Process Improvement, Database Design, Brokerage, Life Insurance, Financial Services, PMP, Front Office, Electronic Trading..., Investment Banking, Quality Assurance, Databases, Software Project..., Case Tools, Spotfire, SAS, R
Education
Stevens Institute of Technology 2003 — 2006
Master's degree, Information Management, 3.8
Chubb Institute of Technology 1986 — 1987
Information Technology, Programming
Montclair State University
BS, Management, Marketing, 3.76
PwC April 2014 - Present
Barclays Capital June 2011 - March 2014
Citibank April 2010 - June 2011
Barclays Capital June 2006 - April 2010
TD Ameritrade September 2000 - June 2006
Merrill Lynch 1999 - 2000
Warner Lambert 1998 - 1999
Pershing 1996 - 1998
Smith Barney 1995 - 1996
Electronic Data Systems ( EDS ) 1994 - 1995
Skills
AML, Business Analysis, Banking, SDLC, Data Analysis, Data Modeling, Project Management, User Acceptance Testing, Back Office, KYC, Financial Risk, Risk Management, Trade Compliance, Trading, Anti Money Laundering, Management, Process Improvement, Database Design, Brokerage, Life Insurance, Financial Services, PMP, Front Office, Electronic Trading..., Investment Banking, Quality Assurance, Databases, Software Project..., Case Tools, Spotfire, SAS, R
Education
Stevens Institute of Technology 2003 — 2006
Master's degree, Information Management, 3.8
Chubb Institute of Technology 1986 — 1987
Information Technology, Programming
Montclair State University
BS, Management, Marketing, 3.76
Chun Lam Chun Lam's TD Ameritrade Experience September 2013 - November 2013
Job Data Protection at Compucom Division of NBCUniversal
Industry Information Technology and Services
Experience
Compucom Division of NBCUniversal, Inc. February 2014 - Present
GroupM November 2013 - January 2014
TD Ameritrade September 2013 - November 2013
Marsh & McLennan Companies, Inc. September 2007 - March 2013
Village Care of New York February 2006 - September 2007
East New York Diagnostic & Treatment Center October 2005 - February 2006
Kings County Hospital Center January 2004 - February 2006
Computer Logic Group September 2003 - January 2004
EMC October 2000 - December 2002
Skills
Troubleshooting, Active Directory, Windows Server, XP, VMware, Computer Hardware, Operating Systems, Disaster Recovery, Servers, Cisco Technologies, Network Administration, Bigfix, IBM Tivoli, BMC Remedy, Virtualization, Citrix, Technical Support, Data Center, Information Technology, TCP/IP, System Administration, Windows, Networking, Hardware
Education
Bourough of Manhattan Community College 2004 — 2004
New Horizons Computer Learning Center 2003 — 2003
New England Institute of Technology 2000 — 2001
ASEET
New England Institute of Technology 2000 — 2001
Degree: Associate of Science
City-As-School Brooklyn (located at LIU Brooklyn Campus) 1997 — 1998
Brooklyn Technical High School 1994 — 1998
and Science; High School Diploma
Polytechnic University 1996 — 1996
attended program
Compucom Division of NBCUniversal, Inc. February 2014 - Present
GroupM November 2013 - January 2014
TD Ameritrade September 2013 - November 2013
Marsh & McLennan Companies, Inc. September 2007 - March 2013
Village Care of New York February 2006 - September 2007
East New York Diagnostic & Treatment Center October 2005 - February 2006
Kings County Hospital Center January 2004 - February 2006
Computer Logic Group September 2003 - January 2004
EMC October 2000 - December 2002
Skills
Troubleshooting, Active Directory, Windows Server, XP, VMware, Computer Hardware, Operating Systems, Disaster Recovery, Servers, Cisco Technologies, Network Administration, Bigfix, IBM Tivoli, BMC Remedy, Virtualization, Citrix, Technical Support, Data Center, Information Technology, TCP/IP, System Administration, Windows, Networking, Hardware
Education
Bourough of Manhattan Community College 2004 — 2004
New Horizons Computer Learning Center 2003 — 2003
New England Institute of Technology 2000 — 2001
ASEET
New England Institute of Technology 2000 — 2001
Degree: Associate of Science
City-As-School Brooklyn (located at LIU Brooklyn Campus) 1997 — 1998
Brooklyn Technical High School 1994 — 1998
and Science; High School Diploma
Polytechnic University 1996 — 1996
attended program
Mark Szpakowski's TD Ameritrade Experience January 2006 - February 2007
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
Morgan Stanley Smith Barney January 2010 - June 2014
Smith Barney - GWM - Citigroup January 2008 - December 2009
Smith Barney Global Wealth Management February 2007 - June 2009
TD Ameritrade January 2006 - February 2007
TD Waterhouse April 1998 - January 2006
IBM June 1994 - April 1997
Skills
Management, SDLC, Project Management, Vendor Management, IT Strategy, Disaster Recovery, Business Analysis, Enterprise Architecture, Risk Management, Project Portfolio..., Market Data, Integration, Software Project..., IT Management, Program Management, Requirements Analysis, PMO, Process Improvement, Electronic Trading, Outsourcing, Project Delivery, Business Continuity, Trading Systems, Resource Management, Cross-functional Team..., Governance, Software Development, Portfolio Management, Solution Architecture, Derivatives, PMP, Quality Assurance, Team Building, Sybase, Agile Methodologies, IT Risk Management, Systems Engineering, Leadership, Team Leadership, Infrastructure, Virtualization
Education
New Jersey Institute of Technology
Electrical Engineering Technology
BNY Mellon July 2014 - Present
Morgan Stanley Smith Barney January 2010 - June 2014
Smith Barney - GWM - Citigroup January 2008 - December 2009
Smith Barney Global Wealth Management February 2007 - June 2009
TD Ameritrade January 2006 - February 2007
TD Waterhouse April 1998 - January 2006
IBM June 1994 - April 1997
Skills
Management, SDLC, Project Management, Vendor Management, IT Strategy, Disaster Recovery, Business Analysis, Enterprise Architecture, Risk Management, Project Portfolio..., Market Data, Integration, Software Project..., IT Management, Program Management, Requirements Analysis, PMO, Process Improvement, Electronic Trading, Outsourcing, Project Delivery, Business Continuity, Trading Systems, Resource Management, Cross-functional Team..., Governance, Software Development, Portfolio Management, Solution Architecture, Derivatives, PMP, Quality Assurance, Team Building, Sybase, Agile Methodologies, IT Risk Management, Systems Engineering, Leadership, Team Leadership, Infrastructure, Virtualization
Education
New Jersey Institute of Technology
Electrical Engineering Technology
Aaron Carnell Aaron Carnell's TD Ameritrade Experience September 2006 - December 2007
Job Senior Tax Specialist at TransCanada
Industry Oil & Energy
Experience
TransCanada January 2008 - Present
TD Ameritrade September 2006 - December 2007
TransCanada 2005 - September 2006
Education
Midland University 1998 — 2002
BSBA, Accounting, Management, Economics
TransCanada January 2008 - Present
TD Ameritrade September 2006 - December 2007
TransCanada 2005 - September 2006
Education
Midland University 1998 — 2002
BSBA, Accounting, Management, Economics
Bill McGuire Bill McGuire's TD Ameritrade Experience July 2006 - July 2009
Job Principal, Marketing Consultant at W.M.McGuire
Industry Marketing and Advertising
Experience
W.M.McGuire, LLC - Integrated Marketing May 2013 - Present
MarketCounsel January 2010 - January 2014
TD Ameritrade July 2006 - July 2009
James Howard, Inc July 2004 - June 2006
CD Meyer, Inc. January 2002 - June 2003
PR Newswire May 2000 - November 2001
NSI Trade Shows 1996 - 1999
MILLER FREEMAN 1995 - 1996
Ricoh February 1990 - January 1995
Skills
Marketing Communications, Marketing, Email Marketing, Direct Marketing, Public Relations, Integrated Marketing, Advertising, Public Speaking, Trade Shows, Account Management, New Business Development, Entrepreneurship, Management, Press Releases, Lead Generation, Start-ups, Leadership, Sales, Program Management, Negotiation, Marketing Strategy, Blogging, Budgets, Event Management, Salesforce.com, Online Marketing, Business Development
Education
Montclair State University
W.M.McGuire, LLC - Integrated Marketing May 2013 - Present
MarketCounsel January 2010 - January 2014
TD Ameritrade July 2006 - July 2009
James Howard, Inc July 2004 - June 2006
CD Meyer, Inc. January 2002 - June 2003
PR Newswire May 2000 - November 2001
NSI Trade Shows 1996 - 1999
MILLER FREEMAN 1995 - 1996
Ricoh February 1990 - January 1995
Skills
Marketing Communications, Marketing, Email Marketing, Direct Marketing, Public Relations, Integrated Marketing, Advertising, Public Speaking, Trade Shows, Account Management, New Business Development, Entrepreneurship, Management, Press Releases, Lead Generation, Start-ups, Leadership, Sales, Program Management, Negotiation, Marketing Strategy, Blogging, Budgets, Event Management, Salesforce.com, Online Marketing, Business Development
Education
Montclair State University
Robert Marinelli Robert Marinelli's TD Ameritrade Experience June 2010 - May 2012
Job Territory Sales Representative at G&K Services
Industry Investment Management
Experience
G&K Services May 2012 - Present
TD Ameritrade June 2010 - May 2012
Aramark Uniform Services May 2006 - June 2010
UniFirst Corporation February 1997 - April 2005
United Uniform Rental Service June 1975 - February 1997
Skills
Sales, Leadership, Inventory Management, Forecasting, Sales Process, Goal Oriented, Management, Team Building, Customer Service, Coaching, Textiles, Apparel, Supply Chain Operations, Analytical Skills, Account Management, Sales Operations, Textile Industry, Completed All Training..., Trained in CPR, First Aid, Safety, OSHA, & EPA issues, Conversational Spanish..., Training -- Time..., Direct Reports, Degree in Business..., Analytical Abilities, Results Oriented, Labor Standards, Detail Oriented, Service Management, Small Claims, Mentoring Of Staff, Team Motivator, New Business Development, Cold Calling, Sales Management, Contract Negotiation, B2B, Direct Sales, Negotiation, Operations Management, Customer Retention, Sales Presentations, Strategic Planning, Customer Satisfaction, Key Account Management, P&L Management, Salesforce.com
Education
Hesser College 2000 — 2003
Associate's degree, Business Administration and Management, General, GPA 3.95
G&K Services May 2012 - Present
TD Ameritrade June 2010 - May 2012
Aramark Uniform Services May 2006 - June 2010
UniFirst Corporation February 1997 - April 2005
United Uniform Rental Service June 1975 - February 1997
Skills
Sales, Leadership, Inventory Management, Forecasting, Sales Process, Goal Oriented, Management, Team Building, Customer Service, Coaching, Textiles, Apparel, Supply Chain Operations, Analytical Skills, Account Management, Sales Operations, Textile Industry, Completed All Training..., Trained in CPR, First Aid, Safety, OSHA, & EPA issues, Conversational Spanish..., Training -- Time..., Direct Reports, Degree in Business..., Analytical Abilities, Results Oriented, Labor Standards, Detail Oriented, Service Management, Small Claims, Mentoring Of Staff, Team Motivator, New Business Development, Cold Calling, Sales Management, Contract Negotiation, B2B, Direct Sales, Negotiation, Operations Management, Customer Retention, Sales Presentations, Strategic Planning, Customer Satisfaction, Key Account Management, P&L Management, Salesforce.com
Education
Hesser College 2000 — 2003
Associate's degree, Business Administration and Management, General, GPA 3.95
Jerry Iadevaia CFP® Jerry Iadevaia CFP®'s TD Ameritrade Experience October 2012 - June 2013
Job Private Client Advisor at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
TIAA-CREF June 2013 - June 2015
TD Ameritrade October 2012 - June 2013
Fidelity Investments March 1998 - August 2012
Skills
Series 7, Series 63, Retirement, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Allocation, 401k Rollovers, Series 65, Investments, FINRA, Income Protection, Wealth Accumulation..., Wealth Preservation..., Investment Strategies
Education
Towson University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Nassau Community College 1993 — 1994
JPMorgan Chase & Co. July 2015 - Present
TIAA-CREF June 2013 - June 2015
TD Ameritrade October 2012 - June 2013
Fidelity Investments March 1998 - August 2012
Skills
Series 7, Series 63, Retirement, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Allocation, 401k Rollovers, Series 65, Investments, FINRA, Income Protection, Wealth Accumulation..., Wealth Preservation..., Investment Strategies
Education
Towson University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Nassau Community College 1993 — 1994
Magly Miller Magly Miller's TD Ameritrade Experience August 2014 - Present
Job Talent Acquistion, Senior Recruiter at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
TD Ameritrade January 2008 - August 2014
Telvista April 2006 - January 2008
Boys & Girls Clubs of Greater Fort Worth March 2004 - March 2006
Skills
Talent Acquisition, Interviewing, Onboarding, Hiring, Applicant Tracking..., Call Center, Customer Service, Recruiting, Interviews, PeopleSoft, Human Resources, Call Centers, College Recruiting, Contract Recruitment, Employee Relations, HR Policies, Coaching, Management, Leadership, Talent Management, Training, Employee Benefits, Team Building, Vendor Management, Payroll, Employee Engagement, Employee Training
Education
Midwestern State University 1993 — 1999
TD Ameritrade August 2014 - Present
TD Ameritrade January 2008 - August 2014
Telvista April 2006 - January 2008
Boys & Girls Clubs of Greater Fort Worth March 2004 - March 2006
Skills
Talent Acquisition, Interviewing, Onboarding, Hiring, Applicant Tracking..., Call Center, Customer Service, Recruiting, Interviews, PeopleSoft, Human Resources, Call Centers, College Recruiting, Contract Recruitment, Employee Relations, HR Policies, Coaching, Management, Leadership, Talent Management, Training, Employee Benefits, Team Building, Vendor Management, Payroll, Employee Engagement, Employee Training
Education
Midwestern State University 1993 — 1999
Brent McKellar's TD Ameritrade Experience 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2010 - Present
Edward Jones 2007 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Financial Planning, Portfolio Management, Asset Management, Mutual Funds, Trusts, IRAs, Fixed Annuities, Variable Annuities
Education
Michigan State University 1995 — 1999
BA, History
TD Ameritrade 2010 - Present
Edward Jones 2007 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Financial Planning, Portfolio Management, Asset Management, Mutual Funds, Trusts, IRAs, Fixed Annuities, Variable Annuities
Education
Michigan State University 1995 — 1999
BA, History
John Petrie John Petrie's TD Ameritrade Experience July 2014 - April 2015
Job Sr Project Manager at Xsell Resources, Inc
Industry Internet
Experience
Xsell Resources, Inc April 2015 - Present
TD Ameritrade July 2014 - April 2015
Merrill Lynch May 2011 - July 2014
Mitchell/Martin Inc. January 2010 - May 2011
HSBC January 2008 - April 2009
HSBC 2002 - 2008
Household International 2001 - 2002
Household International 2000 - 2001
United States Golf Association 2000 - 2000
United States Golf Association 1997 - 1999
Skills
SDLC, Analytics, Visio, Business Analysis, Requirements Analysis, Business Intelligence, Requirements Gathering, Lotus Notes, Vendor Management, Banking, Process Improvement, Project Management, E-commerce, Leadership, Agile Methodologies, Integration, PMO, Management, Business Development, Program Management
Education
Montclair State University 1989 — 1994
BS, Environmental Studies
Xsell Resources, Inc April 2015 - Present
TD Ameritrade July 2014 - April 2015
Merrill Lynch May 2011 - July 2014
Mitchell/Martin Inc. January 2010 - May 2011
HSBC January 2008 - April 2009
HSBC 2002 - 2008
Household International 2001 - 2002
Household International 2000 - 2001
United States Golf Association 2000 - 2000
United States Golf Association 1997 - 1999
Skills
SDLC, Analytics, Visio, Business Analysis, Requirements Analysis, Business Intelligence, Requirements Gathering, Lotus Notes, Vendor Management, Banking, Process Improvement, Project Management, E-commerce, Leadership, Agile Methodologies, Integration, PMO, Management, Business Development, Program Management
Education
Montclair State University 1989 — 1994
BS, Environmental Studies
Kristen Yerton Kristen Yerton's TD Ameritrade Experience May 2013 - Present
Job Senior Manager, Management & Leadership Development at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
TD Ameritrade March 2012 - May 2013
TD Ameritrade July 2011 - April 2012
Skills
Business Analysis, Talent Management, Process Improvement, Vendor Management, Financial Services, Series 7, Investments, Series 63, Series 24, Risk Management, FINRA, Development & delivery..., Portfolio Management, Securities, Wealth Management, Change Management, Mutual Funds, Relationship Management, Equities, SDLC, Management
Education
Nebraska Wesleyan University
Bachelor's degree, Psychology & Business Administration
St. Olaf College
TD Ameritrade May 2013 - Present
TD Ameritrade March 2012 - May 2013
TD Ameritrade July 2011 - April 2012
Skills
Business Analysis, Talent Management, Process Improvement, Vendor Management, Financial Services, Series 7, Investments, Series 63, Series 24, Risk Management, FINRA, Development & delivery..., Portfolio Management, Securities, Wealth Management, Change Management, Mutual Funds, Relationship Management, Equities, SDLC, Management
Education
Nebraska Wesleyan University
Bachelor's degree, Psychology & Business Administration
St. Olaf College
Joseph Hack Joseph Hack's TD Ameritrade Experience August 1995 - July 2004
Job Principal, Senior Wealth Advisor at Madison Wealth Management
Industry Investment Management
Experience
Madison Wealth Management August 2004 - Present
TD Ameritrade August 1995 - July 2004
Education
Miami University 1991 — 1995
Bachelor, Finance
Madison Wealth Management August 2004 - Present
TD Ameritrade August 1995 - July 2004
Education
Miami University 1991 — 1995
Bachelor, Finance
Jefferson Holguin Jefferson Holguin's TD Ameritrade Experience December 2014 - Present
Job Financial Specialist at Santander Bank, N.A.
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Santander Bank, N.A. April 2014 - November 2014
Scottrade May 2009 - April 2014
Stadium Sports Bar & Grill September 2008 - January 2009
LA Fitness December 2005 - June 2006
Skills
Investments, Financial Services, Securities, Financial Markets, Finance, Equities, Fixed Income, Trading, Financial Modeling, Corporate Finance, Sales, Series 63, Technical Analysis, Fundamental Analysis, Portfolio Management, Options, Microsoft Excel, PowerPoint, Series 7, CRM, Vlookup, MS Excel Pivot Tables, Oracle CRM, SharePoint, Manage Client..., Relationship Management, Consumer Lending, Banking, Mutual Funds, Salesforce.com, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2010
Bachelor of Science (B.S.), Finance, 3.45
Middlesex County College 2006 — 2008
Associate of Arts (A.A.), Liberal Arts/Business, 3.23
TD Ameritrade December 2014 - Present
Santander Bank, N.A. April 2014 - November 2014
Scottrade May 2009 - April 2014
Stadium Sports Bar & Grill September 2008 - January 2009
LA Fitness December 2005 - June 2006
Skills
Investments, Financial Services, Securities, Financial Markets, Finance, Equities, Fixed Income, Trading, Financial Modeling, Corporate Finance, Sales, Series 63, Technical Analysis, Fundamental Analysis, Portfolio Management, Options, Microsoft Excel, PowerPoint, Series 7, CRM, Vlookup, MS Excel Pivot Tables, Oracle CRM, SharePoint, Manage Client..., Relationship Management, Consumer Lending, Banking, Mutual Funds, Salesforce.com, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2010
Bachelor of Science (B.S.), Finance, 3.45
Middlesex County College 2006 — 2008
Associate of Arts (A.A.), Liberal Arts/Business, 3.23
Neal Richards Neal Richards's TD Ameritrade Experience April 1999 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 1999 - Present
Skills
Asset Allocation, Investment Advisory, Retirement Planning, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Morgan State University 1985 — 1990
Bachelor's degree, Marketing
Earl L Vandermuelen
TD Ameritrade April 1999 - Present
Skills
Asset Allocation, Investment Advisory, Retirement Planning, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Morgan State University 1985 — 1990
Bachelor's degree, Marketing
Earl L Vandermuelen
Ken Proctor Ken Proctor's TD Ameritrade Experience November 2008 - October 2011
Job Independant IT Consulting/Contracting
Industry Information Technology and Services
Experience
TD Ameritrade November 2008 - October 2011
Merrill Lynch 1990 - 2007
Merrill Lynch 1990 - 2007
Skills
Outsourcing, Vendor Management, Software Development, IT Strategy, Business Analysis, SDLC, PMO, Risk Management, Program Management, Enterprise Architecture, Project Delivery, Strategic Planning, Project Portfolio..., Business Intelligence, Information Technology, Visio, Budgets, Project Planning, Integration, Requirements Analysis, Business Process, IT Management, Team Leadership, Six Sigma, Business Process..., Customer Service, ITIL, IT Governance, PMP, Product Development, Process Engineering, Business Continuity, CMMI, Change Management, Governance, Software Project..., Process Improvement, Financial Services, Requirements Gathering, Vendor Relations, Customer Relations, Budgeting, Risk Mitigation, Planning, Application Development, CMM, Lean IT, Lean Six Sigma, Leadership
Education
Monmouth University
TD Ameritrade November 2008 - October 2011
Merrill Lynch 1990 - 2007
Merrill Lynch 1990 - 2007
Skills
Outsourcing, Vendor Management, Software Development, IT Strategy, Business Analysis, SDLC, PMO, Risk Management, Program Management, Enterprise Architecture, Project Delivery, Strategic Planning, Project Portfolio..., Business Intelligence, Information Technology, Visio, Budgets, Project Planning, Integration, Requirements Analysis, Business Process, IT Management, Team Leadership, Six Sigma, Business Process..., Customer Service, ITIL, IT Governance, PMP, Product Development, Process Engineering, Business Continuity, CMMI, Change Management, Governance, Software Project..., Process Improvement, Financial Services, Requirements Gathering, Vendor Relations, Customer Relations, Budgeting, Risk Mitigation, Planning, Application Development, CMM, Lean IT, Lean Six Sigma, Leadership
Education
Monmouth University
Sonja Gudgel Sonja Gudgel's TD Ameritrade Experience July 2008 - May 2013
Job Instructional Designer at ServiceMaster
Industry Human Resources
Experience
ServiceMaster May 2013 - Present
TD Ameritrade July 2008 - May 2013
TD Ameritrade July 2008 - May 2013
ConAgra Foods July 2003 - July 2008
ConAgra Foods July 2003 - July 2008
ConAgra Foods July 2003 - July 2008
Skills
Instructional Design, E-Learning, Organizational..., Performance Management, Training
Education
University of Nebraska-Lincoln 1999 — 2002
BA, English
Nebraska Wesleyan University 1998 — 1999
ServiceMaster May 2013 - Present
TD Ameritrade July 2008 - May 2013
TD Ameritrade July 2008 - May 2013
ConAgra Foods July 2003 - July 2008
ConAgra Foods July 2003 - July 2008
ConAgra Foods July 2003 - July 2008
Skills
Instructional Design, E-Learning, Organizational..., Performance Management, Training
Education
University of Nebraska-Lincoln 1999 — 2002
BA, English
Nebraska Wesleyan University 1998 — 1999
Evan Martoia Evan Martoia's TD Ameritrade Experience November 2010 - September 2011
Job Director of Finance at Aimco Apartment Homes
Industry Financial Services
Experience
Aimco Apartment Homes May 2015 - Present
Aimco October 2014 - Present
Aimco September 2011 - Present
TD Ameritrade November 2010 - September 2011
TD Ameritrade March 2007 - November 2010
Fiserv ISS March 2007 - September 2007
Skills
Financial Analysis, Mutual Funds, Leadership, Accounting, Financial Reporting, Strategic Financial..., Forecasting, Asset Management, Finance, Financial Modeling, Sales, Marketing, Customer Service, Budgets, Investments, Analysis, Financial Planning
Education
Missouri State University 2001 — 2006
Bachelors, General Business
Aimco Apartment Homes May 2015 - Present
Aimco October 2014 - Present
Aimco September 2011 - Present
TD Ameritrade November 2010 - September 2011
TD Ameritrade March 2007 - November 2010
Fiserv ISS March 2007 - September 2007
Skills
Financial Analysis, Mutual Funds, Leadership, Accounting, Financial Reporting, Strategic Financial..., Forecasting, Asset Management, Finance, Financial Modeling, Sales, Marketing, Customer Service, Budgets, Investments, Analysis, Financial Planning
Education
Missouri State University 2001 — 2006
Bachelors, General Business
Keith Garcia Keith Garcia's TD Ameritrade Experience March 2006 - August 2010
Job VP Product Strategy Management and Development
Industry Financial Services
Lauretta Holliday Lauretta Holliday's TD Ameritrade Experience October 1999 - June 2008
Job Experienced Career Management and HR Consultant
Industry Human Resources
Experience
Holliday Consulting, LLC August 2008 - Present
The Ravens Group, Inc. July 2009 - September 2011
Right Management February 2009 - August 2010
TD Ameritrade October 1999 - June 2008
USF&G 1986 - 1999
Skills
MBTI, Predictive Indicator..., Leadership & Career..., Career Counseling, Career Advising, Career Management, Career Development, Coaching, Executive Coaching, Training & Development, Project Planning, Management Consulting, Supervisory Skills, Performance Management, Performance Improvement, Performance Analysis, Succession Planning, Employee Relations, Customer Relations, Merger Communications, Employment Law, Compensation, Pay For Performance, Mergers, Human Resources, Onboarding, Employee Benefits, Employee Training, Program Management, Leadership Development, Interviews, Talent Management, Recruiting, Benefits Administration, HRIS, Deferred Compensation, Hiring, Resume Writing, Organizational...
Education
Morgan State University 1972 — 1976
BS, Phys ED/Rehab Therapy, Psychology, cum laude
Holliday Consulting, LLC August 2008 - Present
The Ravens Group, Inc. July 2009 - September 2011
Right Management February 2009 - August 2010
TD Ameritrade October 1999 - June 2008
USF&G 1986 - 1999
Skills
MBTI, Predictive Indicator..., Leadership & Career..., Career Counseling, Career Advising, Career Management, Career Development, Coaching, Executive Coaching, Training & Development, Project Planning, Management Consulting, Supervisory Skills, Performance Management, Performance Improvement, Performance Analysis, Succession Planning, Employee Relations, Customer Relations, Merger Communications, Employment Law, Compensation, Pay For Performance, Mergers, Human Resources, Onboarding, Employee Benefits, Employee Training, Program Management, Leadership Development, Interviews, Talent Management, Recruiting, Benefits Administration, HRIS, Deferred Compensation, Hiring, Resume Writing, Organizational...
Education
Morgan State University 1972 — 1976
BS, Phys ED/Rehab Therapy, Psychology, cum laude
Samuel Peguero Samuel Peguero's TD Ameritrade Experience June 2007 - May 2015
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
TD Ameritrade June 2007 - May 2015
Skills
Investments, Retirement Planning, Portfolio Management, Asset Allocation, Securities, Equities, Wealth Management, Financial Planning, Asset Management, Customer Service, Financial Services, Fixed Income, Investment Advisory, Investment Strategies, Management, Series 63, Series 7
Education
Montclair State University
Bachelor of Science (B.S.), Finance and Economics
TIAA-CREF June 2015 - Present
TD Ameritrade June 2007 - May 2015
Skills
Investments, Retirement Planning, Portfolio Management, Asset Allocation, Securities, Equities, Wealth Management, Financial Planning, Asset Management, Customer Service, Financial Services, Fixed Income, Investment Advisory, Investment Strategies, Management, Series 63, Series 7
Education
Montclair State University
Bachelor of Science (B.S.), Finance and Economics
Drake C. Johnson Drake C. Johnson's TD Ameritrade Experience October 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2014 - Present
Heritage Financial Services August 2013 - October 2014
Securian Financial Group August 2013 - October 2014
Edward Jones January 2013 - April 2013
Skills
Strategic Financial..., Asset Allocation, Investment Strategies, Mutual Funds
Education
Morningside College 2007 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
TD Ameritrade October 2014 - Present
Heritage Financial Services August 2013 - October 2014
Securian Financial Group August 2013 - October 2014
Edward Jones January 2013 - April 2013
Skills
Strategic Financial..., Asset Allocation, Investment Strategies, Mutual Funds
Education
Morningside College 2007 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
LaTia Adams LaTia Adams's TD Ameritrade Experience May 2011 - March 2015
Job Product, Marketing and Distribution Strategy
Industry Financial Services
Experience
TD Ameritrade May 2011 - March 2015
TD Ameritrade May 2008 - May 2011
TD Ameritrade April 2006 - May 2008
Wells Fargo 2004 - 2006
Chase 2001 - 2004
Skills
Retail Brokerage, New Client Acquisition, Business Development, Sales Strategy, Product Management, Product Marketing, Customer Engagement, Business Analysis, Competitive Analysis, Client Retention..., Cross-functional Team..., Marketing Strategy, Event Marketing Strategy, Event Based Marketing, Sales Coaching, Corporate Cross-Sell..., CRM Integration, CRM Program Management, Vendor Relationship..., Channel Relationship..., Call Centers, Business Relationship..., Employee Engagement, Retirement Solutions, Retirement Planning, Campaign Development, Program Implementation, Financial Services..., Retail Capacity Planning, Employee Stock Options, Mutual Funds, Designated Brokerage, IRA, Series 7, Series 66, Series 24, Series 4, FINRA, Uniform Combined State..., Risk Management, Financial Services, Series 63
Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Midwestern State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TD Ameritrade May 2011 - March 2015
TD Ameritrade May 2008 - May 2011
TD Ameritrade April 2006 - May 2008
Wells Fargo 2004 - 2006
Chase 2001 - 2004
Skills
Retail Brokerage, New Client Acquisition, Business Development, Sales Strategy, Product Management, Product Marketing, Customer Engagement, Business Analysis, Competitive Analysis, Client Retention..., Cross-functional Team..., Marketing Strategy, Event Marketing Strategy, Event Based Marketing, Sales Coaching, Corporate Cross-Sell..., CRM Integration, CRM Program Management, Vendor Relationship..., Channel Relationship..., Call Centers, Business Relationship..., Employee Engagement, Retirement Solutions, Retirement Planning, Campaign Development, Program Implementation, Financial Services..., Retail Capacity Planning, Employee Stock Options, Mutual Funds, Designated Brokerage, IRA, Series 7, Series 66, Series 24, Series 4, FINRA, Uniform Combined State..., Risk Management, Financial Services, Series 63
Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Midwestern State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
J. Chris Hendrickson, CFP® J. Chris Hendrickson, CFP®'s TD Ameritrade Experience June 1996 - October 2004
Job Dream Financier
Industry Investment Management
Experience
Berkeley, Inc November 2004 - Present
TD Ameritrade June 1996 - October 2004
Skills
Strategic Financial..., Microsoft Excel, Customer Service, Research, Registered Investment..., Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows
Education
Montana State University-Bozeman 1986 — 1991
Bachelor of Science (BS), Marketing
West Ottawa High School 1982 — 1986
Berkeley, Inc November 2004 - Present
TD Ameritrade June 1996 - October 2004
Skills
Strategic Financial..., Microsoft Excel, Customer Service, Research, Registered Investment..., Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows
Education
Montana State University-Bozeman 1986 — 1991
Bachelor of Science (BS), Marketing
West Ottawa High School 1982 — 1986
Thomas Lundquist Thomas Lundquist's TD Ameritrade Experience November 1998 - July 2015
Job Annuity Clerk at Physicians Mutual
Industry Financial Services
Experience
Physicians Mutual October 2015 - Present
Retired July 2015 - September 2015
TD Ameritrade November 1998 - July 2015
Sitel May 1998 - November 1998
Bag'N Save Grocery April 1997 - May 1998
Thrivent Financial/AAL December 1996 - April 1997
Bag'n Save Grocery October 1994 - December 1996
Hobby Lobby May 1993 - September 1994
Kmart Corporation September 1972 - May 1993
Seig - Sioux City Company January 1972 - September 1972
Skills
Management, Team Building, Series 7, Series 63, Risk Management, Leadership, Call Centers, Customer Service, Coaching, Process Improvement, Property & Casualty..., Visio, Business Analysis, Microsoft SQL Server, Training, Project Management, SDLC, SharePoint
Education
Morningside College 1970 — 1972
Physicians Mutual October 2015 - Present
Retired July 2015 - September 2015
TD Ameritrade November 1998 - July 2015
Sitel May 1998 - November 1998
Bag'N Save Grocery April 1997 - May 1998
Thrivent Financial/AAL December 1996 - April 1997
Bag'n Save Grocery October 1994 - December 1996
Hobby Lobby May 1993 - September 1994
Kmart Corporation September 1972 - May 1993
Seig - Sioux City Company January 1972 - September 1972
Skills
Management, Team Building, Series 7, Series 63, Risk Management, Leadership, Call Centers, Customer Service, Coaching, Process Improvement, Property & Casualty..., Visio, Business Analysis, Microsoft SQL Server, Training, Project Management, SDLC, SharePoint
Education
Morningside College 1970 — 1972
Sean Law Sean Law's TD Ameritrade Experience August 2014 - Present
Job Data Scientist, Advanced Technology at TD Ameritrade
Industry Research
Experience
TD Ameritrade August 2014 - Present
University of Michigan 2011 - 2014
University of Michigan 2012 - 2012
Michigan State University July 2011 - September 2011
Michigan State University August 2005 - July 2011
Michigan State University 2006 - 2011
Michigan State University 2007 - 2007
York University April 2001 - August 2005
Success Tutorial School 2005 - 2005
Education
Michigan State University 2005 — 2011
PhD, Biophysics, Biochemistry, and Molecular Biology
York University 2001 — 2005
Bachelor of Science (BSc), Applied Mathematics, Biochemistry, and Biology
TD Ameritrade August 2014 - Present
University of Michigan 2011 - 2014
University of Michigan 2012 - 2012
Michigan State University July 2011 - September 2011
Michigan State University August 2005 - July 2011
Michigan State University 2006 - 2011
Michigan State University 2007 - 2007
York University April 2001 - August 2005
Success Tutorial School 2005 - 2005
Education
Michigan State University 2005 — 2011
PhD, Biophysics, Biochemistry, and Molecular Biology
York University 2001 — 2005
Bachelor of Science (BSc), Applied Mathematics, Biochemistry, and Biology
Ned Saunders's TD Ameritrade Experience February 2000 - February 2006
Job Executive Director of Operations at Halstead Property
Industry Real Estate
Experience
Halstead Property CT August 2009 - Present
Halstead Property CT May 2009 - August 2009
Wheeler Real Estate February 2006 - May 2009
TD Ameritrade February 2000 - February 2006
Paine Webber February 1998 - February 2000
Education
New England College 1980 — 1984
BA, Business Administration
Darien High School 1977 — 1979
Halstead Property CT August 2009 - Present
Halstead Property CT May 2009 - August 2009
Wheeler Real Estate February 2006 - May 2009
TD Ameritrade February 2000 - February 2006
Paine Webber February 1998 - February 2000
Education
New England College 1980 — 1984
BA, Business Administration
Darien High School 1977 — 1979
Stephen Lang Stephen Lang's TD Ameritrade Experience February 2014 - Present
Job Advanced Technology and Enterprise Architecture at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade February 2014 - Present
Ford Motor Company December 2013 - February 2014
Ford Motor Company September 2011 - December 2013
Ford Motor Company January 2008 - February 2011
Ford Motor Company December 2005 - February 2011
Ford Motor Company October 2001 - January 2008
Perot Systems July 1998 - October 2001
Coughlin Logistics Company August 1996 - July 1998
Skills
Business Process..., Project Management, Process Modeling, Leadership, Business Process Design, IT Strategy, Enterprise Architecture, Business Process..., Business Process, SDLC, Process Improvement, Solution Architecture, Requirements Analysis, Program Management, Process Engineering, Business Analysis, SOA, Six Sigma, PMP, Integration, Business Intelligence, Cloud Computing, Agile Project Management, Cross-functional Team..., Change Management, Information Technology, IT Management, Project Portfolio..., Management, Software Project..., ITIL, Requirements Gathering, Vendor Management, IT Service Management, Agile Methodologies, PMO, SharePoint, Software Development, Enterprise Software, Visio
Education
University of Detroit Mercy 1995 — 1996
Master of Science
Michigan State University 1991 — 1995
Bachelor of Arts
Northville
TD Ameritrade February 2014 - Present
Ford Motor Company December 2013 - February 2014
Ford Motor Company September 2011 - December 2013
Ford Motor Company January 2008 - February 2011
Ford Motor Company December 2005 - February 2011
Ford Motor Company October 2001 - January 2008
Perot Systems July 1998 - October 2001
Coughlin Logistics Company August 1996 - July 1998
Skills
Business Process..., Project Management, Process Modeling, Leadership, Business Process Design, IT Strategy, Enterprise Architecture, Business Process..., Business Process, SDLC, Process Improvement, Solution Architecture, Requirements Analysis, Program Management, Process Engineering, Business Analysis, SOA, Six Sigma, PMP, Integration, Business Intelligence, Cloud Computing, Agile Project Management, Cross-functional Team..., Change Management, Information Technology, IT Management, Project Portfolio..., Management, Software Project..., ITIL, Requirements Gathering, Vendor Management, IT Service Management, Agile Methodologies, PMO, SharePoint, Software Development, Enterprise Software, Visio
Education
University of Detroit Mercy 1995 — 1996
Master of Science
Michigan State University 1991 — 1995
Bachelor of Arts
Northville
Larry Bober Larry Bober's TD Ameritrade Experience March 2006 - May 2014
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
TD Ameritrade March 2006 - May 2014
Thrivent Financial March 2005 - March 2006
UBS January 2004 - January 2005
Self-employed 2000 - 2003
AAA Oklahoma/South Dakota 1980 - 2000
Skills
Series 7, Series 9, Series 10, Series 66, Asset Allocation, Investments, Finance, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Securities, Financial Services, Portfolio Management, FINRA
Education
Michigan State University
Bachelor of Science (B.S.) Honors College
The American Institute for CPCU
CPCU
The University of Texas at Dallas
Certified Financial Planner Certificate Program
Scottrade May 2014 - Present
TD Ameritrade March 2006 - May 2014
Thrivent Financial March 2005 - March 2006
UBS January 2004 - January 2005
Self-employed 2000 - 2003
AAA Oklahoma/South Dakota 1980 - 2000
Skills
Series 7, Series 9, Series 10, Series 66, Asset Allocation, Investments, Finance, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Securities, Financial Services, Portfolio Management, FINRA
Education
Michigan State University
Bachelor of Science (B.S.) Honors College
The American Institute for CPCU
CPCU
The University of Texas at Dallas
Certified Financial Planner Certificate Program
Bryce Martin's TD Ameritrade Experience July 2000 - July 2003
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
The Heartland Group June 2013 - Present
Edward Jones July 2011 - May 2013
Atelier Aimee USA July 2003 - February 2010
TD Ameritrade July 2000 - July 2003
Mammoth Mountain Ski Area October 1998 - April 2000
Education
Michigan State University 1994 — 1998
Bachelors, Marketing
The Heartland Group June 2013 - Present
Edward Jones July 2011 - May 2013
Atelier Aimee USA July 2003 - February 2010
TD Ameritrade July 2000 - July 2003
Mammoth Mountain Ski Area October 1998 - April 2000
Education
Michigan State University 1994 — 1998
Bachelors, Marketing
Spencer Gilland Spencer Gilland's TD Ameritrade Experience August 2000 - Present
Job Regional Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2000 - Present
Stephen G. Gilland, P.C. September 1998 - July 2000
Skills
Series 24, Series 7, Series 63, Uniform Combined State..., FINRA, Mutual Funds, Securities, Wealth Management, Series 65, Options, Investment Advisory, Investments
Education
Midwestern State University 1995 — 2002
Bachelor of Business Administration (BBA), Accounting
TD Ameritrade August 2000 - Present
Stephen G. Gilland, P.C. September 1998 - July 2000
Skills
Series 24, Series 7, Series 63, Uniform Combined State..., FINRA, Mutual Funds, Securities, Wealth Management, Series 65, Options, Investment Advisory, Investments
Education
Midwestern State University 1995 — 2002
Bachelor of Business Administration (BBA), Accounting
Ryan Neubauer Ryan Neubauer's TD Ameritrade Experience November 2008 - May 2012
Job Compliance Surveillance Analyst at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC October 2014 - Present
Securities America, Inc. Member FINRA/SIPC January 2013 - October 2014
Hayneedle October 2012 - January 2013
TD Ameritrade November 2008 - May 2012
TD Ameritrade October 2007 - November 2008
Applied Underwriters August 2005 - June 2007
US Army June 2000 - May 2005
Skills
Risk Management, Investments, Mutual Funds, Insurance, Series 63, Series 7, Salesforce.com, Project Management, Training, Coaching, General Industry Safety, Electrical Safety, Confined Space, Construction Safety
Education
Midwest OSHA Education Center 2012 — 2012
Safety
Nebraska Wesleyan University 1998 — 2000
BS, Psychology
Southeast Community College 1997 — 1997
Securities America, Inc. Member FINRA/SIPC October 2014 - Present
Securities America, Inc. Member FINRA/SIPC January 2013 - October 2014
Hayneedle October 2012 - January 2013
TD Ameritrade November 2008 - May 2012
TD Ameritrade October 2007 - November 2008
Applied Underwriters August 2005 - June 2007
US Army June 2000 - May 2005
Skills
Risk Management, Investments, Mutual Funds, Insurance, Series 63, Series 7, Salesforce.com, Project Management, Training, Coaching, General Industry Safety, Electrical Safety, Confined Space, Construction Safety
Education
Midwest OSHA Education Center 2012 — 2012
Safety
Nebraska Wesleyan University 1998 — 2000
BS, Psychology
Southeast Community College 1997 — 1997
Jeremy Gergen Jeremy Gergen's TD Ameritrade Experience February 2004 - July 2005
Job Network Administrator at West Harrison School
Industry Information Technology and Services
Experience
West Harrison Community School July 2005 - Present
Woodbine Community School August 2008 - December 2010
Boyer Valley Community Schools August 2006 - December 2010
TD Ameritrade February 2004 - July 2005
Priority Data Systems July 2001 - February 2004
Skills
A+ Certified, MCSA, Apple Certified..., Apple Certified..., Apple Certified..., Active Directory, Desktop Support, Laptops, Network Administration, Servers, Computer Hardware, DHCP, Software Installation, DNS, Windows 7, XP, Windows Server 2003, System Administration, Troubleshooting, Printers, Firewalls, Windows, Operating Systems, Switches, TCP/IP, Windows Server 2008, IIS
Education
Morningside College 1998 — 2001
BS, Computer Science
T F Riggs High School
West Harrison Community School July 2005 - Present
Woodbine Community School August 2008 - December 2010
Boyer Valley Community Schools August 2006 - December 2010
TD Ameritrade February 2004 - July 2005
Priority Data Systems July 2001 - February 2004
Skills
A+ Certified, MCSA, Apple Certified..., Apple Certified..., Apple Certified..., Active Directory, Desktop Support, Laptops, Network Administration, Servers, Computer Hardware, DHCP, Software Installation, DNS, Windows 7, XP, Windows Server 2003, System Administration, Troubleshooting, Printers, Firewalls, Windows, Operating Systems, Switches, TCP/IP, Windows Server 2008, IIS
Education
Morningside College 1998 — 2001
BS, Computer Science
T F Riggs High School
Berk Brown Berk Brown's TD Ameritrade Experience June 2007 - December 2007
Job President at Nebraska Prep Volleyball & Nebraska Prep Recruiting
Industry Sports
Experience
Nebraska Prep Volleyball / Nebraska Prep Recruiting August 2013 - Present
CLS Investments, LLC November 2011 - August 2013
Platte Institute for Economic Research December 2007 - March 2011
TD Ameritrade June 2007 - December 2007
Pacific Life July 2005 - June 2007
Thrivent Financial October 2004 - July 2005
Forest Lake Times and Fremont Tribune July 1993 - October 2004
Skills
Internal & External..., Media & Public Relations, Public Speaking &..., Event Planning &..., New Business Development, Development & Creation..., Public Relations, Newsletters, Copywriting, Media Relations, Marketing, Social Media, Research, Strategy, Public Speaking, Internal Communications, Management, Direct Marketing, Blogging, Leadership, Nonprofits, Sales, Journalism
Education
Midland University 1990 — 1993
Journalism
Nebraska Prep Volleyball / Nebraska Prep Recruiting August 2013 - Present
CLS Investments, LLC November 2011 - August 2013
Platte Institute for Economic Research December 2007 - March 2011
TD Ameritrade June 2007 - December 2007
Pacific Life July 2005 - June 2007
Thrivent Financial October 2004 - July 2005
Forest Lake Times and Fremont Tribune July 1993 - October 2004
Skills
Internal & External..., Media & Public Relations, Public Speaking &..., Event Planning &..., New Business Development, Development & Creation..., Public Relations, Newsletters, Copywriting, Media Relations, Marketing, Social Media, Research, Strategy, Public Speaking, Internal Communications, Management, Direct Marketing, Blogging, Leadership, Nonprofits, Sales, Journalism
Education
Midland University 1990 — 1993
Journalism
Mike Spiegel Mike Spiegel's TD Ameritrade Experience April 2015 - Present
Job Specialist, Data and Analytics
Industry Information Technology and Services
Experience
TD Ameritrade April 2015 - Present
University of Michigan August 2014 - January 2015
TD Ameritrade Advanced Technology May 2014 - January 2015
University of Michigan-Department of Computational Medicine and Biostatistics January 2014 - May 2014
Car and Driver August 2013 - January 2014
Detroit Symphony Orchestra October 2011 - June 2013
Skills
Data Analysis, Python, R, CSS, Programming
Education
University of Michigan 2013 — 2015
Master of Science (MS), Information Analysis and Retrieval
Michigan State University 2006 — 2011
Bachelors of Music in Music Education
TD Ameritrade April 2015 - Present
University of Michigan August 2014 - January 2015
TD Ameritrade Advanced Technology May 2014 - January 2015
University of Michigan-Department of Computational Medicine and Biostatistics January 2014 - May 2014
Car and Driver August 2013 - January 2014
Detroit Symphony Orchestra October 2011 - June 2013
Skills
Data Analysis, Python, R, CSS, Programming
Education
University of Michigan 2013 — 2015
Master of Science (MS), Information Analysis and Retrieval
Michigan State University 2006 — 2011
Bachelors of Music in Music Education
John Childress John Childress's TD Ameritrade Experience August 1997 - February 2005
Job Assistant Vice President Supervisory Controls & Policy Office at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2015 - Present
LPL Financial August 2005 - July 2015
TD Ameritrade August 1997 - February 2005
Merrill Lynch 1996 - 1997
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 66, Series 4, Coaching, FINRA, Uniform Combined State..., Securities, Investment Advisory, Wealth Management, Leadership, Management, Retirement, Mutual Funds, Trading, Asset Allocation, Financial Services, Series 6, Alternative Investments, Investments, Relationship Management, Retirement Planning, Portfolio Management, Equities, Fixed Income, Financial Advisory, Asset Management
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Business Management
Moorpark College 1994 — 1996
A.A General Liberal Arts and Sciences
LPL Financial August 2015 - Present
LPL Financial August 2005 - July 2015
TD Ameritrade August 1997 - February 2005
Merrill Lynch 1996 - 1997
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 66, Series 4, Coaching, FINRA, Uniform Combined State..., Securities, Investment Advisory, Wealth Management, Leadership, Management, Retirement, Mutual Funds, Trading, Asset Allocation, Financial Services, Series 6, Alternative Investments, Investments, Relationship Management, Retirement Planning, Portfolio Management, Equities, Fixed Income, Financial Advisory, Asset Management
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Business Management
Moorpark College 1994 — 1996
A.A General Liberal Arts and Sciences
Carlos A. Prince Carlos A. Prince's TD Ameritrade Experience January 2010 - January 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF March 2012 - June 2014
TD Ameritrade January 2010 - January 2012
Fidelity Investments June 2008 - December 2009
Fidelity Investments February 2005 - June 2008
Skills
Fixed Income, Portfolio Management, Pensions, Strategic Financial..., Strategy, Finance, Financial Advisory, Financial Services, IRAs, Investment Advisory, Alternative Investments, FINRA, High Net Worth..., Estate Planning
Education
Wilmington University 2012 — 2015
Organizational Management
Miami University 1999 — 2002
Lakota East High School 1996 — 1999
TIAA-CREF July 2014 - Present
TIAA-CREF March 2012 - June 2014
TD Ameritrade January 2010 - January 2012
Fidelity Investments June 2008 - December 2009
Fidelity Investments February 2005 - June 2008
Skills
Fixed Income, Portfolio Management, Pensions, Strategic Financial..., Strategy, Finance, Financial Advisory, Financial Services, IRAs, Investment Advisory, Alternative Investments, FINRA, High Net Worth..., Estate Planning
Education
Wilmington University 2012 — 2015
Organizational Management
Miami University 1999 — 2002
Lakota East High School 1996 — 1999
Chris Blaine Chris Blaine's TD Ameritrade Experience January 2006 - June 2008
Job President/Owner, Home Instead Senior Care
Industry Hospital & Health Care
Experience
Home Instead Senior Care November 2010 - Present
Central States Indemnity - A Berkshire Hathaway Company June 2008 - October 2010
TD Ameritrade January 2006 - June 2008
TD Ameritrade June 2005 - January 2006
TD Ameritrade March 2001 - May 2005
TD Ameritrade April 1999 - March 2001
Sandhills Publishing January 1997 - April 1999
Skills
Online Advertising, Direct Marketing, E-commerce, Digital Marketing, Marketing Strategy, Online Marketing, CRM, Marketing, Advertising, Digital Media, Marketing Management, Business Development, Creative Direction, SEO, Leadership, Brand Management
Education
Nebraska Wesleyan University 1992 — 1996
Bachelor of Science, Business Administration and Psychology
Home Instead Senior Care November 2010 - Present
Central States Indemnity - A Berkshire Hathaway Company June 2008 - October 2010
TD Ameritrade January 2006 - June 2008
TD Ameritrade June 2005 - January 2006
TD Ameritrade March 2001 - May 2005
TD Ameritrade April 1999 - March 2001
Sandhills Publishing January 1997 - April 1999
Skills
Online Advertising, Direct Marketing, E-commerce, Digital Marketing, Marketing Strategy, Online Marketing, CRM, Marketing, Advertising, Digital Media, Marketing Management, Business Development, Creative Direction, SEO, Leadership, Brand Management
Education
Nebraska Wesleyan University 1992 — 1996
Bachelor of Science, Business Administration and Psychology
Megan Hazard Megan Hazard's TD Ameritrade Experience June 2015 - Present
Job Advertising & Brand Management Intern at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade June 2015 - Present
iPlay America November 2011 - Present
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, PowerPoint
Education
Monmouth University 2012 — 2017
Master of Business Administration (M.B.A.), Marketing, 5 Year Master's Program
Monmouth University 2012 — 2016
Bachelor of Arts (B.A.), Marketing, Junior
TD Ameritrade June 2015 - Present
iPlay America November 2011 - Present
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, PowerPoint
Education
Monmouth University 2012 — 2017
Master of Business Administration (M.B.A.), Marketing, 5 Year Master's Program
Monmouth University 2012 — 2016
Bachelor of Arts (B.A.), Marketing, Junior
Todd Sixt's TD Ameritrade Experience March 2010 - October 2013
Job Vice President, Director of Client Services for the Pacific NW Division at Alpha Cubed Investments, LLC
Industry Financial Services
Experience
Alpha Cubed Investments, LLC October 2014 - Present
TD Ameritrade March 2010 - October 2013
Schwab Advisor Services 2009 - 2010
The CAPROCK Group August 2008 - September 2009
Fidelity Investments 1996 - November 2007
Education
Miami University 1987 — 1994
Talawanda High School
Talawanda High School
Talawanda High School
Talawanda High School
Alpha Cubed Investments, LLC October 2014 - Present
TD Ameritrade March 2010 - October 2013
Schwab Advisor Services 2009 - 2010
The CAPROCK Group August 2008 - September 2009
Fidelity Investments 1996 - November 2007
Education
Miami University 1987 — 1994
Talawanda High School
Talawanda High School
Talawanda High School
Talawanda High School
Yakov Kravets's TD Ameritrade Experience November 2009 - April 2010
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock July 2014 - Present
Nomura Securities April 2010 - July 2014
TD Ameritrade November 2009 - April 2010
Lehman Brothers Holdings, Inc. March 2009 - November 2009
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 1995 - December 2003
Skills
Information Security, Network Security, Risk Management, Security, Disaster Recovery, Information Security..., PCI DSS, Penetration Testing, C#, IT Strategy, ITIL, IT Audit
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
BlackRock July 2014 - Present
Nomura Securities April 2010 - July 2014
TD Ameritrade November 2009 - April 2010
Lehman Brothers Holdings, Inc. March 2009 - November 2009
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 1995 - December 2003
Skills
Information Security, Network Security, Risk Management, Security, Disaster Recovery, Information Security..., PCI DSS, Penetration Testing, C#, IT Strategy, ITIL, IT Audit
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
Joey Shoup's TD Ameritrade Experience June 2010 - Present
Job Institutional Trading Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
TD Ameritrade May 2008 - May 2010
TD Ameritrade February 2004 - April 2008
Skills
Series 7, Trading, Series 63, Series 24, Investments, Financial Planning, Retirement Planning, Series 4
Education
Midwestern State University 1993 — 2000
BBA, Finance
Alamo Heights High School 1990 — 1993
TD Ameritrade June 2010 - Present
TD Ameritrade May 2008 - May 2010
TD Ameritrade February 2004 - April 2008
Skills
Series 7, Trading, Series 63, Series 24, Investments, Financial Planning, Retirement Planning, Series 4
Education
Midwestern State University 1993 — 2000
BBA, Finance
Alamo Heights High School 1990 — 1993
Kamlesh Shukla's TD Ameritrade Experience October 2008 - December 2009
Job Manager Data Management
Industry Information Services
Experience
Research Now September 2010 - Present
Securus Technologies January 2010 - September 2010
TD Ameritrade October 2008 - December 2009
AmeriPath March 2008 - October 2008
Freeman 2000 - March 2008
ThinkSpark (formerly Database Consultants Inc) March 1997 - December 2003
Southwest Airlines 1997 - 2000
Skills
Databases, Data Migration, Data Guard, Oracle, Data Warehousing, PL/SQL, Disaster Recovery, Performance Tuning, SQL, Oracle RAC, SQL Tuning, Security, IT Management, RMAN
Education
National Institute of Technology Surat 1991 — 1995
BS, Electronics
SVNIT 1991 — 1995
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Fertilizer
Research Now September 2010 - Present
Securus Technologies January 2010 - September 2010
TD Ameritrade October 2008 - December 2009
AmeriPath March 2008 - October 2008
Freeman 2000 - March 2008
ThinkSpark (formerly Database Consultants Inc) March 1997 - December 2003
Southwest Airlines 1997 - 2000
Skills
Databases, Data Migration, Data Guard, Oracle, Data Warehousing, PL/SQL, Disaster Recovery, Performance Tuning, SQL, Oracle RAC, SQL Tuning, Security, IT Management, RMAN
Education
National Institute of Technology Surat 1991 — 1995
BS, Electronics
SVNIT 1991 — 1995
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Fertilizer
Ted Borroum's TD Ameritrade Experience 2002 - 2005
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Societe Generale January 2005 - July 2015
TD Ameritrade 2002 - 2005
TD Waterhouse 2002 - 2005
Deutsche Bank 1998 - 2002
Bell Communications Research 1989 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, FX Options, Trading Systems, Structured Products, Equities, Credit Derivatives, Risk Management, Banking, Middle Office, Financial Risk, Financial Markets, Business Analysis, Equity Derivatives
Education
New Jersey City University 1985 — 1990
BS, Mathematics and Computer Science
Morgan Stanley July 2015 - Present
Societe Generale January 2005 - July 2015
TD Ameritrade 2002 - 2005
TD Waterhouse 2002 - 2005
Deutsche Bank 1998 - 2002
Bell Communications Research 1989 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, FX Options, Trading Systems, Structured Products, Equities, Credit Derivatives, Risk Management, Banking, Middle Office, Financial Risk, Financial Markets, Business Analysis, Equity Derivatives
Education
New Jersey City University 1985 — 1990
BS, Mathematics and Computer Science
Frank Pizzichillo's TD Ameritrade Experience 2005 - 2007
Job RIA Regional Director at Brinker Capital
Industry Marketing and Advertising
Experience
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Shelly Hector's TD Ameritrade Experience September 1999 - January 2009
Job Sr Software Engineer at SRA International
Industry Computer Software
Experience
SRA International September 2010 - Present
eServices Group Inc. March 2009 - April 2010
TD Ameritrade September 1999 - January 2009
Skills
Spring, Hibernate, Java, J2EE, XML, Object Oriented Design, JSP, Servlets, Tomcat, Weblogic, JDBC, JBoss, SOA, Agile, ClearCase, Eclipse, JUnit, AJAX, EJB, CVS, SQL, OOP, Subversion, Maven, Software Development, Groovy, Grails, Flex, Flash, ActionScript, Web Services, Software Design, Oracle, PostgreSQL, SQL Server
Education
Minnesota State University, Mankato 1988 — 1992
BS, Computer Science, Math
SRA International September 2010 - Present
eServices Group Inc. March 2009 - April 2010
TD Ameritrade September 1999 - January 2009
Skills
Spring, Hibernate, Java, J2EE, XML, Object Oriented Design, JSP, Servlets, Tomcat, Weblogic, JDBC, JBoss, SOA, Agile, ClearCase, Eclipse, JUnit, AJAX, EJB, CVS, SQL, OOP, Subversion, Maven, Software Development, Groovy, Grails, Flex, Flash, ActionScript, Web Services, Software Design, Oracle, PostgreSQL, SQL Server
Education
Minnesota State University, Mankato 1988 — 1992
BS, Computer Science, Math
Mike Vakman's TD Ameritrade Experience June 2014 - February 2015
Job Manager of Analytics
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
TD Ameritrade June 2014 - February 2015
Experian Marketing Services May 2012 - June 2014
Urban Science March 2012 - May 2012
Fiserv September 2009 - February 2012
Schering-Plough December 2008 - September 2009
Schindler Elevator Corporation May 2008 - October 2008
Micro Center May 2008 - September 2008
Merck July 2007 - November 2007
Skills
Business Intelligence, Databases, Business Process, SQL, Project Management, SDLC, Business Analysis, Process Improvement, Analytics, Salesforce.com, Data Analysis, Requirements Analysis, Strategy, Microsoft Office, Microsoft SQL Server, Visio, Analysis, Vendor Management, Microsoft Excel, Business Requirements, Active Directory, Email Marketing, Quality Assurance, Requirements Gathering, Disaster Recovery, CRM, Program Management, Crystal Reports, Statistics, Data Warehousing, Digital Marketing, Statistical Modeling, Tableau
Education
Montclair State University 2011 — 2012
Graduate Coursework, Statistical Theory & Pure and Applied Mathematics
Montclair State University 2008 — 2011
BS Statistics, Business Minor
Passaic County Community College 2004 — 2008
AS, Math
OppenheimerFunds February 2015 - Present
TD Ameritrade June 2014 - February 2015
Experian Marketing Services May 2012 - June 2014
Urban Science March 2012 - May 2012
Fiserv September 2009 - February 2012
Schering-Plough December 2008 - September 2009
Schindler Elevator Corporation May 2008 - October 2008
Micro Center May 2008 - September 2008
Merck July 2007 - November 2007
Skills
Business Intelligence, Databases, Business Process, SQL, Project Management, SDLC, Business Analysis, Process Improvement, Analytics, Salesforce.com, Data Analysis, Requirements Analysis, Strategy, Microsoft Office, Microsoft SQL Server, Visio, Analysis, Vendor Management, Microsoft Excel, Business Requirements, Active Directory, Email Marketing, Quality Assurance, Requirements Gathering, Disaster Recovery, CRM, Program Management, Crystal Reports, Statistics, Data Warehousing, Digital Marketing, Statistical Modeling, Tableau
Education
Montclair State University 2011 — 2012
Graduate Coursework, Statistical Theory & Pure and Applied Mathematics
Montclair State University 2008 — 2011
BS Statistics, Business Minor
Passaic County Community College 2004 — 2008
AS, Math
Jamie Ruetz's TD Ameritrade Experience 2007 - 2009
Job
Industry Financial Services
Experience
Labinal Power Systems August 2015 - Present
The Pops Orchestra May 2012 - Present
Silexx Financial Systems 2011 - 2015
Sarasota Futures 2009 - 2010
TD Ameritrade 2007 - 2009
Market Gear, Inc. 2003 - 2007
Magna Donnelly 2004 - 2005
Johnson Controls Automotive - Interiors 1999 - 2002
Skills
Equities, Options, Risk Management, Trading, Technical Analysis, Investments, Derivatives, Financial Markets, Financial Services, Hedging, Finance, Trading Systems, Securities, Project Management, Board Governance, Non-profit Director, Donor Development, Sales, Hedge Funds, Electronic Trading, Commodity
Education
GCLI
Michigan Technological University
Bachelor of Science
Labinal Power Systems August 2015 - Present
The Pops Orchestra May 2012 - Present
Silexx Financial Systems 2011 - 2015
Sarasota Futures 2009 - 2010
TD Ameritrade 2007 - 2009
Market Gear, Inc. 2003 - 2007
Magna Donnelly 2004 - 2005
Johnson Controls Automotive - Interiors 1999 - 2002
Skills
Equities, Options, Risk Management, Trading, Technical Analysis, Investments, Derivatives, Financial Markets, Financial Services, Hedging, Finance, Trading Systems, Securities, Project Management, Board Governance, Non-profit Director, Donor Development, Sales, Hedge Funds, Electronic Trading, Commodity
Education
GCLI
Michigan Technological University
Bachelor of Science
Justin Hansen's TD Ameritrade Experience July 2010 - June 2013
Job Finance Manager at First Data Corporation
Industry Financial Services
Experience
First Data Corporation April 2014 - Present
ACI Worldwide June 2013 - April 2014
TD Ameritrade July 2010 - June 2013
TD Ameritrade April 2006 - July 2010
Education
Nebraska Wesleyan University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
First Data Corporation April 2014 - Present
ACI Worldwide June 2013 - April 2014
TD Ameritrade July 2010 - June 2013
TD Ameritrade April 2006 - July 2010
Education
Nebraska Wesleyan University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Jill Yount's TD Ameritrade Experience Administrative AssistantAlliant EnergyOctober 2008 - Present
Job Administrative Assistant at Alliant Energy
Industry Oil & Energy
Experience
TD Ameritrade Administrative AssistantAlliant EnergyOctober 2008 - Present
Education
Minneapolis Community and Technical College 2000 — 2003
TD Ameritrade Administrative AssistantAlliant EnergyOctober 2008 - Present
Education
Minneapolis Community and Technical College 2000 — 2003
Senthil Muthuraj's TD Ameritrade Experience 2009 - 2011
Job Associate Director at Media Company
Industry Information Technology and Services
Experience
Media Company 2012 - Present
TD Ameritrade 2009 - 2011
Eli Lilly / Imclone 2008 - 2009
CBS Sports 2007 - 2008
Citigroup 2004 - 2007
ING 2001 - 2004
MetLife 2000 - 2001
Merck 1996 - 2000
Skills
Database Administration, Databases, SQL Server, Oracle, Database Design, Disaster Recovery, SQL, MySQL, Integration, Business Process, Microsoft SQL Server
Education
National Institute of Technology Tiruchirappalli
BS, Computer Science
Media Company 2012 - Present
TD Ameritrade 2009 - 2011
Eli Lilly / Imclone 2008 - 2009
CBS Sports 2007 - 2008
Citigroup 2004 - 2007
ING 2001 - 2004
MetLife 2000 - 2001
Merck 1996 - 2000
Skills
Database Administration, Databases, SQL Server, Oracle, Database Design, Disaster Recovery, SQL, MySQL, Integration, Business Process, Microsoft SQL Server
Education
National Institute of Technology Tiruchirappalli
BS, Computer Science
Javier Leon's TD Ameritrade Experience February 2014 - Present
Job Threat and Vulnerability Manager at TD Ameritrade
Industry Retail
Experience
TD Ameritrade February 2014 - Present
Tiffany & Co. August 2011 - Present
Hunter College May 2010 - August 2011
SunGard Higher Education September 2005 - May 2010
Bergen Community College September 2003 - August 2008
Collegis September 2000 - September 2005
Chubb Computer Services April 2000 - September 2002
Waters, McPherson, McNeill, P.C. 1999 - 2000
1199 1993 - 1999
Skills
Security, SharePoint, Disaster Recovery, Data Center, Project Management, Network Security, IT Management, Business Analysis, Vendor Management, Information Security
Education
New Jersey Institute of Technology 1996 — 1999
M.S., Computer Engineering
TD Ameritrade February 2014 - Present
Tiffany & Co. August 2011 - Present
Hunter College May 2010 - August 2011
SunGard Higher Education September 2005 - May 2010
Bergen Community College September 2003 - August 2008
Collegis September 2000 - September 2005
Chubb Computer Services April 2000 - September 2002
Waters, McPherson, McNeill, P.C. 1999 - 2000
1199 1993 - 1999
Skills
Security, SharePoint, Disaster Recovery, Data Center, Project Management, Network Security, IT Management, Business Analysis, Vendor Management, Information Security
Education
New Jersey Institute of Technology 1996 — 1999
M.S., Computer Engineering
Semyon Kogan's TD Ameritrade Experience December 2013 - July 2014
Job Enterprise Solutions Consultant at American Express
Industry Information Technology and Services
Experience
American Express October 2015 - Present
Alliance Data April 2015 - October 2015
JPMorgan Chase July 2014 - January 2015
TD Ameritrade December 2013 - July 2014
Weight Watchers May 2013 - November 2013
The Garrigan Lyman Group November 2012 - May 2013
CNBC January 2011 - November 2012
Harrison and Star 2010 - January 2011
Publicis January 2009 - November 2010
Pfizer August 2008 - December 2008
Skills
JavaScript, XML, ASP.NET, jQuery, Web Services, CSS, Web Development, User Interface Design, Microsoft SQL Server, Agile Methodologies, Information Architecture, PHP, AJAX, SQL, MySQL, Web Applications, Drupal, HTML, OOP, CMS, Git, JSON, Database Design, SEO, Web Design, C#, Apache, Databases, Software Development, User Interface, User Experience, Web 2.0, Objective-C, CSS3, WordPress, Mobile Applications, Front-end, XHTML, Android, Flash, Subversion, Requirements Analysis, .NET, MVC
Education
New Jersey Institute of Technology 1993 — 1998
Bachelor's degree, Computer Science
New Jersey Institute of Technology
BS, Computer Science
American Express October 2015 - Present
Alliance Data April 2015 - October 2015
JPMorgan Chase July 2014 - January 2015
TD Ameritrade December 2013 - July 2014
Weight Watchers May 2013 - November 2013
The Garrigan Lyman Group November 2012 - May 2013
CNBC January 2011 - November 2012
Harrison and Star 2010 - January 2011
Publicis January 2009 - November 2010
Pfizer August 2008 - December 2008
Skills
JavaScript, XML, ASP.NET, jQuery, Web Services, CSS, Web Development, User Interface Design, Microsoft SQL Server, Agile Methodologies, Information Architecture, PHP, AJAX, SQL, MySQL, Web Applications, Drupal, HTML, OOP, CMS, Git, JSON, Database Design, SEO, Web Design, C#, Apache, Databases, Software Development, User Interface, User Experience, Web 2.0, Objective-C, CSS3, WordPress, Mobile Applications, Front-end, XHTML, Android, Flash, Subversion, Requirements Analysis, .NET, MVC
Education
New Jersey Institute of Technology 1993 — 1998
Bachelor's degree, Computer Science
New Jersey Institute of Technology
BS, Computer Science
Bret Londer's TD Ameritrade Experience January 2012 - April 2013
Job Team Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2013 - Present
Apogee, LLC February 2009 - Present
TD Ameritrade January 2012 - April 2013
TD Ameritrade January 2010 - December 2011
Bank of the West October 2007 - December 2009
Bank of the West 2007 - 2008
Best Buy November 2004 - August 2007
Old Navy July 2003 - June 2004
Skills
Banking, Investments, Portfolio Management, Series 7, Financial Services, Management, Customer Service, Mutual Funds, Financial Analysis, Risk Management, Loans, Credit, Relationship Management, Securities, Wealth Management
Education
Nebraska Wesleyan University 2000 — 2007
Political Science, Political Science and Government
Kearney High School 1996 — 2000
Tecnológico de Monterrey
Spanish Language and Literature
TD Ameritrade Institutional April 2013 - Present
Apogee, LLC February 2009 - Present
TD Ameritrade January 2012 - April 2013
TD Ameritrade January 2010 - December 2011
Bank of the West October 2007 - December 2009
Bank of the West 2007 - 2008
Best Buy November 2004 - August 2007
Old Navy July 2003 - June 2004
Skills
Banking, Investments, Portfolio Management, Series 7, Financial Services, Management, Customer Service, Mutual Funds, Financial Analysis, Risk Management, Loans, Credit, Relationship Management, Securities, Wealth Management
Education
Nebraska Wesleyan University 2000 — 2007
Political Science, Political Science and Government
Kearney High School 1996 — 2000
Tecnológico de Monterrey
Spanish Language and Literature
Mary Jane Billy Dulabon's TD Ameritrade Experience February 2015 - July 2015
Job Marketing Communications Freelancer
Industry Marketing and Advertising
Experience
TD Ameritrade February 2015 - July 2015
TD Ameritrade October 2012 - March 2014
Ernst & Young January 2012 - September 2012
UBS Financial Services April 2010 - November 2011
UBS January 2006 - April 2010
Prudential Financial January 2000 - January 2006
Skills
Internal & External..., Marketing Communications, Program Management, Internal Communications, Project Planning, Relationship Management, Relationship Building, Training, Event Planning, Strategy, Vendor Management, Marketing, Project Management, Leadership, Management, Strategic Planning, Financial Services, Sales, Business Analysis, Media Relations, Meeting Planning
Education
Seton Hall University 2003 — 2005
MA, Public and Corporate Communication
Monmouth University 1996 — 1998
BA, Communications
Ocean County College 1992 — 1995
AA, Liberal Arts
TD Ameritrade February 2015 - July 2015
TD Ameritrade October 2012 - March 2014
Ernst & Young January 2012 - September 2012
UBS Financial Services April 2010 - November 2011
UBS January 2006 - April 2010
Prudential Financial January 2000 - January 2006
Skills
Internal & External..., Marketing Communications, Program Management, Internal Communications, Project Planning, Relationship Management, Relationship Building, Training, Event Planning, Strategy, Vendor Management, Marketing, Project Management, Leadership, Management, Strategic Planning, Financial Services, Sales, Business Analysis, Media Relations, Meeting Planning
Education
Seton Hall University 2003 — 2005
MA, Public and Corporate Communication
Monmouth University 1996 — 1998
BA, Communications
Ocean County College 1992 — 1995
AA, Liberal Arts
Ken Montgomery's TD Ameritrade Experience 2008 - January 2014
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Charles Schwab January 2014 - November 2014
TD Ameritrade 2008 - January 2014
Charles Schwab November 1995 - April 2008
Edward Jones June 1985 - November 1995
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 24, Portfolio Management, Investments, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Securities, Asset Management, Finance, Investment Strategies
Education
Missouri State University 1982 — 1984
Bachelor's degree, Finance/General Business
Florissant Valley C.C. 1979 — 1982
Associate's degree, Education
Scottrade November 2014 - Present
Charles Schwab January 2014 - November 2014
TD Ameritrade 2008 - January 2014
Charles Schwab November 1995 - April 2008
Edward Jones June 1985 - November 1995
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 24, Portfolio Management, Investments, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Securities, Asset Management, Finance, Investment Strategies
Education
Missouri State University 1982 — 1984
Bachelor's degree, Finance/General Business
Florissant Valley C.C. 1979 — 1982
Associate's degree, Education
Daniel Giancola's TD Ameritrade Experience August 2015 - Present
Job Senior Instructional Designer at TD Ameritrade
Industry E-Learning
Experience
TD Ameritrade August 2015 - Present
Assurant Health October 2012 - June 2015
Globe Education Network December 2008 - October 2012
PetSmart September 2007 - December 2008
Sand's Catering September 2006 - December 2006
Skills
Recruitment/Retention, Training & Development, Employee Relations, Interviewing, Hiring, Customer Relations, Microsoft Office, Event Management, Admissions Counseling, Graduate Recruitment, graduate admissions, Enrollment Services, Enrollment Management, Online Reputation..., Training, Training Delivery, E-Learning, Articulate Studio, Captivate, Moodle, Siebel, Interviews, Recruiting, Employee Training, Management, Career Development, Customer Service, Adult Education, Leadership Development, Career Counseling, Instructional Design, Coaching, Distance Learning, Call Centers, Staff Development, Curriculum Design, Program Management, Learning Management...
Education
Minnesota School of Business 2009 — 2010
Masters, Business Administration
Saint John's University 2004 — 2007
B.A., Management
TD Ameritrade August 2015 - Present
Assurant Health October 2012 - June 2015
Globe Education Network December 2008 - October 2012
PetSmart September 2007 - December 2008
Sand's Catering September 2006 - December 2006
Skills
Recruitment/Retention, Training & Development, Employee Relations, Interviewing, Hiring, Customer Relations, Microsoft Office, Event Management, Admissions Counseling, Graduate Recruitment, graduate admissions, Enrollment Services, Enrollment Management, Online Reputation..., Training, Training Delivery, E-Learning, Articulate Studio, Captivate, Moodle, Siebel, Interviews, Recruiting, Employee Training, Management, Career Development, Customer Service, Adult Education, Leadership Development, Career Counseling, Instructional Design, Coaching, Distance Learning, Call Centers, Staff Development, Curriculum Design, Program Management, Learning Management...
Education
Minnesota School of Business 2009 — 2010
Masters, Business Administration
Saint John's University 2004 — 2007
B.A., Management
Karishma Patel's TD Ameritrade Experience August 2010 - June 2011
Job Marketing Manager
Industry Marketing and Advertising
Experience
Allscripts June 2011 - Present
TD Ameritrade August 2010 - June 2011
TD Ameritrade June 2009 - December 2009
Symphony Services August 2006 - May 2008
BMC Software September 2005 - May 2006
Skills
Competitive Analysis, Marketing Strategy, Lead Generation, Salesforce.com, Digital Marketing, Omniture, Analytics, Web Analytics, Process Improvement, Management, SEM, Business Intelligence, Project Management, Cross-functional Team..., Google Adwords, Microsoft Office, Software Development, Tableau, SEO, Program Management, Strategy, Marketing, Branding, Marketo
Education
Michigan State University - The Eli Broad Graduate School of Management 2008 — 2010
MBA, Marketing and General Management
St.Helena's High School
University of Pune
BE, Computer Engineering
Allscripts June 2011 - Present
TD Ameritrade August 2010 - June 2011
TD Ameritrade June 2009 - December 2009
Symphony Services August 2006 - May 2008
BMC Software September 2005 - May 2006
Skills
Competitive Analysis, Marketing Strategy, Lead Generation, Salesforce.com, Digital Marketing, Omniture, Analytics, Web Analytics, Process Improvement, Management, SEM, Business Intelligence, Project Management, Cross-functional Team..., Google Adwords, Microsoft Office, Software Development, Tableau, SEO, Program Management, Strategy, Marketing, Branding, Marketo
Education
Michigan State University - The Eli Broad Graduate School of Management 2008 — 2010
MBA, Marketing and General Management
St.Helena's High School
University of Pune
BE, Computer Engineering
Jim Herbet's TD Ameritrade Experience January 1999 - August 2001
Job Financial, Business and Operations Professional
Industry Hospitality
Experience
Hilton Grand Vacations February 2011 - October 2012
tekGIANTS, Inc. January 2009 - January 2011
Fairwinds Credit Union April 2003 - May 2008
Pace Capital Management August 2001 - February 2003
TD Ameritrade January 1999 - August 2001
American Express November 1997 - January 1999
Skills
Revenue, Profit Optimization, Team Leadership, Mentoring, Presentations, Training Facilitation, Coaching Staff, Strategic Planning, Maintaining Strong..., Strong Business Acumen, Microsoft Office
Education
University of Central Florida
M.S. Health Sciences, Health Services Administration
Miami University
B.S. Business Administration, Business Administration and Management, General
Hilton Grand Vacations February 2011 - October 2012
tekGIANTS, Inc. January 2009 - January 2011
Fairwinds Credit Union April 2003 - May 2008
Pace Capital Management August 2001 - February 2003
TD Ameritrade January 1999 - August 2001
American Express November 1997 - January 1999
Skills
Revenue, Profit Optimization, Team Leadership, Mentoring, Presentations, Training Facilitation, Coaching Staff, Strategic Planning, Maintaining Strong..., Strong Business Acumen, Microsoft Office
Education
University of Central Florida
M.S. Health Sciences, Health Services Administration
Miami University
B.S. Business Administration, Business Administration and Management, General
Nalini Chandhi's TD Ameritrade Experience April 2009 - February 2012
Job Development Expert at SAP Labs
Industry Computer Software
Experience
SAP Labs February 2012 - Present
TD Ameritrade April 2009 - February 2012
The Principal Consulting November 2008 - April 2009
SAP Labs September 2005 - May 2008
Wipro Technologies September 2002 - August 2005
Skills
ABAP, SAP CRM, Solution Architecture, Requirements Analysis, SAP ERP, SAP, SAP Netweaver, Business Analysis, SOA, Java, Business Intelligence, Business Objects, SAP Implementation, Data Modeling, Requirements Gathering, SQL, Software Development, ERP, Software Project..., Integration, Data Migration, SAP HANA
Education
National Institute of Technology Warangal 1997 — 2001
Bachelor of Technology (B.Tech.)
SAP Labs February 2012 - Present
TD Ameritrade April 2009 - February 2012
The Principal Consulting November 2008 - April 2009
SAP Labs September 2005 - May 2008
Wipro Technologies September 2002 - August 2005
Skills
ABAP, SAP CRM, Solution Architecture, Requirements Analysis, SAP ERP, SAP, SAP Netweaver, Business Analysis, SOA, Java, Business Intelligence, Business Objects, SAP Implementation, Data Modeling, Requirements Gathering, SQL, Software Development, ERP, Software Project..., Integration, Data Migration, SAP HANA
Education
National Institute of Technology Warangal 1997 — 2001
Bachelor of Technology (B.Tech.)
Sou Sou Phomsavanh's TD Ameritrade Experience March 2014 - Present
Job Assistant Manager at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade March 2014 - Present
TD Ameritrade January 2010 - Present
Wells Fargo March 2006 - December 2009
Department of Commerce May 2004 - August 2004
Skills
Series 7, Series 63, series 34, series 3, Series 24, Business Development
Education
The University of Texas at Arlington 2008 — 2009
Master Business Administration, Finance
The University of Texas at Arlington - College of Business 2008 — 2009
MBA, Business Administration
University of Texas Arlington College of Business 2007 — 2009
MBA, Business/Commerce, General
Montpellier Business School 2004 — 2005
Bachelors, Management
Texas Tech University - Rawls College of Business 2001 — 2005
BBA, International Business
TD Ameritrade March 2014 - Present
TD Ameritrade January 2010 - Present
Wells Fargo March 2006 - December 2009
Department of Commerce May 2004 - August 2004
Skills
Series 7, Series 63, series 34, series 3, Series 24, Business Development
Education
The University of Texas at Arlington 2008 — 2009
Master Business Administration, Finance
The University of Texas at Arlington - College of Business 2008 — 2009
MBA, Business Administration
University of Texas Arlington College of Business 2007 — 2009
MBA, Business/Commerce, General
Montpellier Business School 2004 — 2005
Bachelors, Management
Texas Tech University - Rawls College of Business 2001 — 2005
BBA, International Business
Alicia Kluver's TD Ameritrade Experience July 2009 - August 2009
Job Contract Recruiter
Industry Human Resources
Experience
TD Ameritrade July 2009 - August 2009
Bank of the West June 2007 - July 2009
Bank of the West 2007 - 2009
InSearch March 2006 - May 2007
Education
Mount Marty College 2001 — 2004
Northern State University 1999 — 2001
TD Ameritrade July 2009 - August 2009
Bank of the West June 2007 - July 2009
Bank of the West 2007 - 2009
InSearch March 2006 - May 2007
Education
Mount Marty College 2001 — 2004
Northern State University 1999 — 2001
Anthony Domenella's TD Ameritrade Experience November 2012 - February 2015
Job Branch Manager Scottrade
Industry Financial Services
Experience
Scottrade February 2015 - Present
TD Ameritrade November 2012 - February 2015
TD Ameritrade July 2010 - November 2012
TD Ameritrade May 2009 - 2010
Bank of America September 2006 - May 2009
Fidelity Investments 2005 - 2006
Penske Truck Leasing 2004 - 2006
Skills
Wealth Management, Retirement Planning, Credit, Series 7, Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Banking, Mutual Funds, Series 63, Asset Allocation, Sales Management, Securities, Relationship Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Customer Service, Management, Retirement
Education
Midwestern State University 1994 — 2002
B.A. Business Administration, Marketing
Scottrade February 2015 - Present
TD Ameritrade November 2012 - February 2015
TD Ameritrade July 2010 - November 2012
TD Ameritrade May 2009 - 2010
Bank of America September 2006 - May 2009
Fidelity Investments 2005 - 2006
Penske Truck Leasing 2004 - 2006
Skills
Wealth Management, Retirement Planning, Credit, Series 7, Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Banking, Mutual Funds, Series 63, Asset Allocation, Sales Management, Securities, Relationship Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Customer Service, Management, Retirement
Education
Midwestern State University 1994 — 2002
B.A. Business Administration, Marketing
Margaret Czyz's TD Ameritrade Experience May 2012 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
MC & Associates Consulting Group July 2011 - May 2012
Prudential Retirement August 2008 - July 2011
Virtus Investment Partners 2005 - 2008
Education
Mount Holyoke College
Plainville High School
TD Ameritrade May 2012 - Present
MC & Associates Consulting Group July 2011 - May 2012
Prudential Retirement August 2008 - July 2011
Virtus Investment Partners 2005 - 2008
Education
Mount Holyoke College
Plainville High School
Rachel Johnson's TD Ameritrade Experience July 2006 - December 2010
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
Ameritrade July 2006 - Present
Charles Schwab November 2010 - October 2011
TD Ameritrade July 2006 - December 2010
Kincora Inc September 2005 - December 2005
Injured Workers Pharmacy January 2003 - September 2005
Clear Channel Communications August 2002 - January 2003
Newburyport Whale Watch April 2001 - April 2002
Blockbuster Video January 1999 - January 2002
Skills
Outlook, Customer Service, Training, Inventory Management, Microsoft Excel, Sales, Microsoft Office, PowerPoint
Education
New England College 1998 — 2002
B.A, Business Administration; Finance and Management
Spa Tech Institute
Bachelor's degree, Accounting and Finance
Ameritrade July 2006 - Present
Charles Schwab November 2010 - October 2011
TD Ameritrade July 2006 - December 2010
Kincora Inc September 2005 - December 2005
Injured Workers Pharmacy January 2003 - September 2005
Clear Channel Communications August 2002 - January 2003
Newburyport Whale Watch April 2001 - April 2002
Blockbuster Video January 1999 - January 2002
Skills
Outlook, Customer Service, Training, Inventory Management, Microsoft Excel, Sales, Microsoft Office, PowerPoint
Education
New England College 1998 — 2002
B.A, Business Administration; Finance and Management
Spa Tech Institute
Bachelor's degree, Accounting and Finance
Rustem Mustafayev's TD Ameritrade Experience 2006 - February 2009
Job Solutions Architect/ Software Engineer at IntrinsiQ Specialty Solutions at AmeriSource Bergen, Inc
Industry Financial Services
Experience
IntrinsiQ Specialty Solutions at AmeriSource Bergen, Inc March 2015 - Present
HealthTronics, Inc.( meridianEMR) December 2011 - Present
meridianEMR May 2009 - Present
TD Ameritrade 2006 - February 2009
CyberPath 1999 - 2006
OpenCon Systems 1999 - 2006
cyberpath 1999 - 2006
Megalit 1997 - 1999
Skills
REST, SQL, Java, JavaScript, HTML, Web Services, Subversion, AJAX, JSP, Servlets, Design Patterns, Swing, Multithreading, Tomcat, SDLC, Software Engineering, Object Oriented Design, XML, TCP/IP, Solution Architecture, Ant, Agile Methodologies, Core Java, Java Enterprise Edition, Maven, AngularJS, User Experience, Groovy, Scala
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1980 — 1986
MS
IntrinsiQ Specialty Solutions at AmeriSource Bergen, Inc March 2015 - Present
HealthTronics, Inc.( meridianEMR) December 2011 - Present
meridianEMR May 2009 - Present
TD Ameritrade 2006 - February 2009
CyberPath 1999 - 2006
OpenCon Systems 1999 - 2006
cyberpath 1999 - 2006
Megalit 1997 - 1999
Skills
REST, SQL, Java, JavaScript, HTML, Web Services, Subversion, AJAX, JSP, Servlets, Design Patterns, Swing, Multithreading, Tomcat, SDLC, Software Engineering, Object Oriented Design, XML, TCP/IP, Solution Architecture, Ant, Agile Methodologies, Core Java, Java Enterprise Edition, Maven, AngularJS, User Experience, Groovy, Scala
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1980 — 1986
MS
Elizabeth Goldsworthy's TD Ameritrade Experience September 2009 - Present
Job Product Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2009 - Present
UBS January 2006 - April 2009
UBS January 2001 - January 2006
UBS March 2000 - January 2001
Skills
Analysis, Banking, Credit Cards, Financial Services, Management, Telemarketing, Vendor Management, Business Analysis, Wealth Management
Education
New Jersey City University 1997 — 2001
Bachors, Business Administration
TD Ameritrade September 2009 - Present
UBS January 2006 - April 2009
UBS January 2001 - January 2006
UBS March 2000 - January 2001
Skills
Analysis, Banking, Credit Cards, Financial Services, Management, Telemarketing, Vendor Management, Business Analysis, Wealth Management
Education
New Jersey City University 1997 — 2001
Bachors, Business Administration
Angie Hanna-Bugueiro's TD Ameritrade Experience June 2004 - November 2006
Job Director of Product Management at Gap Inc.
Industry Apparel & Fashion
Experience
Gap Inc. September 2015 - Present
Gap Inc. October 2014 - Present
Macy's September 2013 - October 2014
Macy's May 2011 - September 2013
Jones Apparel Group August 2010 - May 2011
Anvil Knitwear November 2006 - August 2010
TD Ameritrade June 2004 - November 2006
Sun Microsystems May 1999 - June 2004
Education
New Jersey Institute of Technology - School of Management
BS
Stevens Institute of Technology
Graduate Certificate
Gap Inc. September 2015 - Present
Gap Inc. October 2014 - Present
Macy's September 2013 - October 2014
Macy's May 2011 - September 2013
Jones Apparel Group August 2010 - May 2011
Anvil Knitwear November 2006 - August 2010
TD Ameritrade June 2004 - November 2006
Sun Microsystems May 1999 - June 2004
Education
New Jersey Institute of Technology - School of Management
BS
Stevens Institute of Technology
Graduate Certificate
Kyle Kirkham's TD Ameritrade Experience December 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
Private Wealth Management Firm May 2012 - January 2013
Chase Investment Services March 2009 - May 2012
Wells Fargo April 2005 - September 2008
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Managerial Finance, MBA, Business Strategy, Marketing Strategy, Finance, Financial Planners, Investment Advisory, IRAs, Investment Strategies, Wealth, Financial Services, Investment Management, High Net Worth..., Financial Advisory, Asset Allocation, Wealth Management...
Education
National University 2005 — 2009
MBA, Business Administration
San Diego State University-California State University 1999 — 2001
Bachelor of Science, Finance
TD Ameritrade December 2012 - Present
Private Wealth Management Firm May 2012 - January 2013
Chase Investment Services March 2009 - May 2012
Wells Fargo April 2005 - September 2008
Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Managerial Finance, MBA, Business Strategy, Marketing Strategy, Finance, Financial Planners, Investment Advisory, IRAs, Investment Strategies, Wealth, Financial Services, Investment Management, High Net Worth..., Financial Advisory, Asset Allocation, Wealth Management...
Education
National University 2005 — 2009
MBA, Business Administration
San Diego State University-California State University 1999 — 2001
Bachelor of Science, Finance
Ryan L'Amoreaux's TD Ameritrade Experience July 2014 - Present
Job Client Service Specialist
Industry Investment Management
Experience
TD Ameritrade July 2014 - Present
Wells Fargo November 2012 - June 2014
Wells Fargo July 2011 - November 2012
Skills
Loans, Sales, Credit, Portfolio Management, Banking, Insurance, Credit Analysis, Mortgage Lending, Customer Service, Microsoft Word, Inventory Management, Management
Education
Michigan State University 2000 — 2004
Economics, Economics
TD Ameritrade July 2014 - Present
Wells Fargo November 2012 - June 2014
Wells Fargo July 2011 - November 2012
Skills
Loans, Sales, Credit, Portfolio Management, Banking, Insurance, Credit Analysis, Mortgage Lending, Customer Service, Microsoft Word, Inventory Management, Management
Education
Michigan State University 2000 — 2004
Economics, Economics
Alena Leyton's TD Ameritrade Experience February 2008 - September 2009
Job Business Manager / Owner at David's Roasting
Industry Architecture & Planning
Experience
David's Roasting October 2013 - Present
Protection Design & Consulting October 2009 - Present
TD Ameritrade February 2008 - September 2009
Advanced Planning Services 2004 - 2008
Skills
Operations Management, Strategic Planning, Office Administration, Customer Service, Sales, Marketing, Insurance, Employee Benefits, Microsoft Office, Salesforce.com
Education
Webster University 1998 — 2001
MBA
Missouri Western State University 1988 — 1993
BA, English Literature, Minor in Spanish
David's Roasting October 2013 - Present
Protection Design & Consulting October 2009 - Present
TD Ameritrade February 2008 - September 2009
Advanced Planning Services 2004 - 2008
Skills
Operations Management, Strategic Planning, Office Administration, Customer Service, Sales, Marketing, Insurance, Employee Benefits, Microsoft Office, Salesforce.com
Education
Webster University 1998 — 2001
MBA
Missouri Western State University 1988 — 1993
BA, English Literature, Minor in Spanish
Lorraine Gavican's TD Ameritrade Experience 2013 - Present
Job Director, Trader Operations and Oversight at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
thinkorswim October 2009 - June 2013
Kilmurry Management, Inc. September 2003 - September 2009
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Negotiation, Team Leadership, Risk Management, Series 7, Options, Equities, Portfolio Management, Securities, Management, Leadership, PowerPoint, Research, Financial Analysis, Investments, Trading, Derivatives, English, Windows, Outlook, Teaching, Editing, Compliance Management, Regulatory Compliance, Contract Management, Budget Management, Registered Investment..., Anti Money Laundering, Series 24, Series 65, Social Media..., Financial Services, Options Strategies, Web Chat, Trading Systems, Electronic Trading, Complaint Management, Complaint Investigations, Supervisory Management, Supervisory Skills, Strategic Thinking, Strategic Leadership, Interpersonal..., Performance Management, Operations Management
Education
National University of Ireland, Galway 1996 — 1999
Bachelor of Arts (B.A.), History and Geography
National University of Ireland, Cork
Postgraduate diploma in Education, Education
TD Ameritrade 2013 - Present
thinkorswim October 2009 - June 2013
Kilmurry Management, Inc. September 2003 - September 2009
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Negotiation, Team Leadership, Risk Management, Series 7, Options, Equities, Portfolio Management, Securities, Management, Leadership, PowerPoint, Research, Financial Analysis, Investments, Trading, Derivatives, English, Windows, Outlook, Teaching, Editing, Compliance Management, Regulatory Compliance, Contract Management, Budget Management, Registered Investment..., Anti Money Laundering, Series 24, Series 65, Social Media..., Financial Services, Options Strategies, Web Chat, Trading Systems, Electronic Trading, Complaint Management, Complaint Investigations, Supervisory Management, Supervisory Skills, Strategic Thinking, Strategic Leadership, Interpersonal..., Performance Management, Operations Management
Education
National University of Ireland, Galway 1996 — 1999
Bachelor of Arts (B.A.), History and Geography
National University of Ireland, Cork
Postgraduate diploma in Education, Education
Prasannakumar Parigi's TD Ameritrade Experience July 2006 - Present
Job Enterprise Technology Lead at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2006 - Present
TD Waterhouse July 2004 - August 2006
IBM Global Services February 1998 - July 2004
Skills
Architectures, IT Service Management, Software Development, Trading, Sun Certified Java..., Agile Methodologies, Architecture, Business Development, Java Enterprise Edition
Education
National Institute of Technology Tiruchirappalli 1991 — 1994
Masters in Computer Science, Compter Science
TD Ameritrade July 2006 - Present
TD Waterhouse July 2004 - August 2006
IBM Global Services February 1998 - July 2004
Skills
Architectures, IT Service Management, Software Development, Trading, Sun Certified Java..., Agile Methodologies, Architecture, Business Development, Java Enterprise Edition
Education
National Institute of Technology Tiruchirappalli 1991 — 1994
Masters in Computer Science, Compter Science
Mallik Panchumarthy's TD Ameritrade Experience 2011 - 2011
Job Principal Architect at Nielsen
Industry Computer Software
Experience
Nielsen June 2011 - Present
TIBCO Software June 2006 - June 2011
TD Ameritrade 2011 - 2011
Thompson Reuters 2010 - 2011
Freddie Mac 2010 - 2011
Harvard Pilgrim Health Care 2010 - 2011
Credit Suisse 2010 - 2010
The Nielsen Company 2010 - 2010
Allstate 2005 - 2006
Philips August 2003 - February 2005
Skills
PMP, TIBCO, J2EE Architecture, SOA, TIBCO iProcess, Six Sigma, Java Enterprise Edition, Enterprise Architecture, ESB, PL/SQL, Eclipse, EAI, Integration, EJB, Java, Architectures, Architecture, Enterprise Software
Education
UTD 2013 — 2016
National Institute of Technology Warangal
B.Tech
Nielsen June 2011 - Present
TIBCO Software June 2006 - June 2011
TD Ameritrade 2011 - 2011
Thompson Reuters 2010 - 2011
Freddie Mac 2010 - 2011
Harvard Pilgrim Health Care 2010 - 2011
Credit Suisse 2010 - 2010
The Nielsen Company 2010 - 2010
Allstate 2005 - 2006
Philips August 2003 - February 2005
Skills
PMP, TIBCO, J2EE Architecture, SOA, TIBCO iProcess, Six Sigma, Java Enterprise Edition, Enterprise Architecture, ESB, PL/SQL, Eclipse, EAI, Integration, EJB, Java, Architectures, Architecture, Enterprise Software
Education
UTD 2013 — 2016
National Institute of Technology Warangal
B.Tech
Solomon Mainye's TD Ameritrade Experience EngineerVonageJanuary 2006 - December 2006
Job Engineer at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade EngineerVonageJanuary 2006 - December 2006
Brookhaven National Laboratory June 2005 - August 2005
Skills
Software Project..., Agile Methodologies, SDLC, Integration, Program Management, Unix, SQL, Software Development, Requirements Analysis, Enterprise Architecture, Vendor Management, Disaster Recovery, SOA, Perl, Databases, Business Analysis, ITIL, SAP, Websphere, Weblogic, Financial Modeling, Portfolio Management, Fixed Income, Supply Chain Management, Business Intelligence, Predictive Analytics, Java, C++
Education
Seton Hall University 2011 — 2013
Master of Business Administration (MBA)
New Jersey City University 2001 — 2006
BS, Computer Science
TD Ameritrade EngineerVonageJanuary 2006 - December 2006
Brookhaven National Laboratory June 2005 - August 2005
Skills
Software Project..., Agile Methodologies, SDLC, Integration, Program Management, Unix, SQL, Software Development, Requirements Analysis, Enterprise Architecture, Vendor Management, Disaster Recovery, SOA, Perl, Databases, Business Analysis, ITIL, SAP, Websphere, Weblogic, Financial Modeling, Portfolio Management, Fixed Income, Supply Chain Management, Business Intelligence, Predictive Analytics, Java, C++
Education
Seton Hall University 2011 — 2013
Master of Business Administration (MBA)
New Jersey City University 2001 — 2006
BS, Computer Science
Marie Bedell's TD Ameritrade Experience March 2007 - June 2007
Job Ruby Executive at FITTEAM GLOBAL
Industry Insurance
Experience
FITTEAM GLOBAL October 2014 - Present
eFund Insurance March 2011 - March 2014
My Insurance Expert June 2009 - March 2011
TD Ameritrade March 2007 - June 2007
Skills
Insurance, Account Management, Customer Relations, Excel, Word, Quickbooks, CRM software, Sage CRM, SugarCRM, PowerPoint, Small Business..., Payroll Software, Tax Accounting, HR Solutions, Paychex, Inside Sales, Managing Budget, Managing Processes, Office Administration, Accounting, QuickBooks, Payroll, Coaching, Life Insurance, Cold Calling, Sales Management, Customer Service, Budgets, Sales, Leadership, Recruiting, Customer Retention, Accounts Payable, Finance, Training, Financial Statements, CRM
Education
Michigan State University 2001 — 2005
Bachelor's degree, Zoology/Animal Biology
Wayne State University 2008 — 2011
Master of Business Administration (M.B.A.), Business-Accounting
FITTEAM GLOBAL October 2014 - Present
eFund Insurance March 2011 - March 2014
My Insurance Expert June 2009 - March 2011
TD Ameritrade March 2007 - June 2007
Skills
Insurance, Account Management, Customer Relations, Excel, Word, Quickbooks, CRM software, Sage CRM, SugarCRM, PowerPoint, Small Business..., Payroll Software, Tax Accounting, HR Solutions, Paychex, Inside Sales, Managing Budget, Managing Processes, Office Administration, Accounting, QuickBooks, Payroll, Coaching, Life Insurance, Cold Calling, Sales Management, Customer Service, Budgets, Sales, Leadership, Recruiting, Customer Retention, Accounts Payable, Finance, Training, Financial Statements, CRM
Education
Michigan State University 2001 — 2005
Bachelor's degree, Zoology/Animal Biology
Wayne State University 2008 — 2011
Master of Business Administration (M.B.A.), Business-Accounting
Michael Jareo's TD Ameritrade Experience April 2014 - Present
Job Lean Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade May 2009 - March 2014
TD Ameritrade July 2007 - May 2009
TD Ameritrade September 2005 - July 2007
Skills
Series 24, Series 7, Series 4, Project Management, Project Planning, Process Improvement..., Cross-functional Team..., Microsoft Office, MS Project, Obscure Movie Quotes, Series 63, FINRA, Securities, Financial Services, Business Analysis, Uniform Combined State..., Risk Management, Mutual Funds, Options
Education
MidAmerica Nazarene University 1996 — 2001
B.A., Music
TD Ameritrade April 2014 - Present
TD Ameritrade May 2009 - March 2014
TD Ameritrade July 2007 - May 2009
TD Ameritrade September 2005 - July 2007
Skills
Series 24, Series 7, Series 4, Project Management, Project Planning, Process Improvement..., Cross-functional Team..., Microsoft Office, MS Project, Obscure Movie Quotes, Series 63, FINRA, Securities, Financial Services, Business Analysis, Uniform Combined State..., Risk Management, Mutual Funds, Options
Education
MidAmerica Nazarene University 1996 — 2001
B.A., Music
Doug Joseph's TD Ameritrade Experience October 2000 - Present
Job Sr. Accounting Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2000 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Business Analysis, Accounting, Customer Service, Operations Management, Mutual Funds, Financial Services, Finance
Education
Montclair State University 1992 — 1997
Bachelor of Science (BS), Accounting
TD Ameritrade October 2000 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Business Analysis, Accounting, Customer Service, Operations Management, Mutual Funds, Financial Services, Finance
Education
Montclair State University 1992 — 1997
Bachelor of Science (BS), Accounting
Jennifer Friederich's TD Ameritrade Experience 1997 - 2011
Job null Professional
Industry Financial Services
Experience
Aspen Dental February 2012 - Present
TD Ameritrade 1997 - 2011
Education
Midland Lutheran College 1992 — 1997
Bachelor of Science (BS), Human Services, General
Aspen Dental February 2012 - Present
TD Ameritrade 1997 - 2011
Education
Midland Lutheran College 1992 — 1997
Bachelor of Science (BS), Human Services, General
Ashish George's TD Ameritrade Experience February 2013 - Present
Job Information System Support at TD Ameritrade
Industry Financial Services
Anthony Geist's TD Ameritrade Experience 1998 - 2001
Job null Professional
Industry Individual & Family Services
Experience
Nebraska Families Collaborative 2011 - 2012
Boys Town 2007 - 2011
First Student 2006 - 2007
Addiction Behavioral Health Services 2005 - 2006
Journeys- Recovery Solutions For Today's Youth 2004 - 2005
Journeys- Recovery Solutions for Today's Youth 2003 - 2004
ENCOR 2002 - 2003
Cox Communications 2001 - 2002
TD Ameritrade 1998 - 2001
Worldcom Limited 1997 - 1998
Education
Nebraska Wesleyan University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nebraska Families Collaborative 2011 - 2012
Boys Town 2007 - 2011
First Student 2006 - 2007
Addiction Behavioral Health Services 2005 - 2006
Journeys- Recovery Solutions For Today's Youth 2004 - 2005
Journeys- Recovery Solutions for Today's Youth 2003 - 2004
ENCOR 2002 - 2003
Cox Communications 2001 - 2002
TD Ameritrade 1998 - 2001
Worldcom Limited 1997 - 1998
Education
Nebraska Wesleyan University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Cathy Strong's TD Ameritrade Experience June 2009 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2009 - Present
Fidelity Investments August 2000 - June 2009
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Missouri State University 1996 — 2000
Bachelor's Degree, Business/Corporate Communications
TD Ameritrade June 2009 - Present
Fidelity Investments August 2000 - June 2009
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Missouri State University 1996 — 2000
Bachelor's Degree, Business/Corporate Communications
James Schramko's TD Ameritrade Experience February 2006 - October 2006
Job
Industry Financial Services
Experience
LPJ Properties Inc January 2013 - December 2013
Fidelity Investments October 2006 - January 2013
TD Ameritrade February 2006 - October 2006
Education
Muhlenberg College
Bachelor of Arts (B.A.), Business Administration and Management, General
LPJ Properties Inc January 2013 - December 2013
Fidelity Investments October 2006 - January 2013
TD Ameritrade February 2006 - October 2006
Education
Muhlenberg College
Bachelor of Arts (B.A.), Business Administration and Management, General
Scott Indgjer's TD Ameritrade Experience May 2012 - Present
Job Options Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
RBC Wealth Management March 2010 - May 2012
RBC Wealth Management November 2008 - March 2010
Education
Minneapolis Community and Technical College 1997 — 1997
Certificate of completion, Enroute Air Traffic Control
St. Cloud State University 1988 — 1993
Bachelor of Arts (B.A.), Local and Urban Affairs (Urban Studies)
TD Ameritrade May 2012 - Present
RBC Wealth Management March 2010 - May 2012
RBC Wealth Management November 2008 - March 2010
Education
Minneapolis Community and Technical College 1997 — 1997
Certificate of completion, Enroute Air Traffic Control
St. Cloud State University 1988 — 1993
Bachelor of Arts (B.A.), Local and Urban Affairs (Urban Studies)
Becky Pfeiffer's TD Ameritrade Experience April 2014 - Present
Job ATM in ATS at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade January 2006 - April 2014
Education
Midland Lutheran College 1998 — 2002
Bachelor's degree, Biology, General
TD Ameritrade April 2014 - Present
TD Ameritrade January 2006 - April 2014
Education
Midland Lutheran College 1998 — 2002
Bachelor's degree, Biology, General
Stu Marroquin's TD Ameritrade Experience July 2000 - May 2003
Job Senior Wintel Systems Administrator at Citi
Industry Financial Services
Christine Carolan's TD Ameritrade Experience February 2013 - Present
Job Executive Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2013 - Present
CME Group October 2012 - January 2013
Barclays April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase & Co. September 1988 - April 2005
Education
Middlesex County College 2012 — 2012
Computerized Accounting, Microsoft Office and Accounting, A-
Cornell University 2005 — 2006
Business Writing and Public Speaking
Curtis High School 1979 — 1983
High School Diploma
TD Ameritrade February 2013 - Present
CME Group October 2012 - January 2013
Barclays April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase & Co. September 1988 - April 2005
Education
Middlesex County College 2012 — 2012
Computerized Accounting, Microsoft Office and Accounting, A-
Cornell University 2005 — 2006
Business Writing and Public Speaking
Curtis High School 1979 — 1983
High School Diploma
David Spittler's TD Ameritrade Experience August 2008 - December 2011
Job Real Estate Professional
Industry Real Estate
Experience
Alpha Properties NYC January 2012 - December 2014
TD Ameritrade August 2008 - December 2011
Education
Nebraska Wesleyan University 2004 — 2008
International Business, Business/Managerial Economics
Alpha Properties NYC January 2012 - December 2014
TD Ameritrade August 2008 - December 2011
Education
Nebraska Wesleyan University 2004 — 2008
International Business, Business/Managerial Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.