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
Pav Kennedy Pav Kennedy's TD Ameritrade Experience August 2006 - April 2009
Job Advanced Analytics Manager at Adobe
Industry Computer Software
Experience
Adobe November 2012 - Present
Adobe August 2011 - November 2012
Salesforce.com June 2010 - August 2010
TD Ameritrade August 2006 - April 2009
Euromoney Institutional Investor PLC July 2004 - August 2006
Skills
Data Analysis, Strategic Planning, Financial Services, Business Intelligence, Analytics, Business Strategy, Market Research, Customer Analysis, SQL, Predictive Analytics, Marketing Analytics, Email Marketing, Web Analytics, Competitive Intelligence, Business Development, Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Finance and Management & Organizations
University of Kentucky 2002 — 2004
BBA, Decision Science and Info Sys.
Adobe November 2012 - Present
Adobe August 2011 - November 2012
Salesforce.com June 2010 - August 2010
TD Ameritrade August 2006 - April 2009
Euromoney Institutional Investor PLC July 2004 - August 2006
Skills
Data Analysis, Strategic Planning, Financial Services, Business Intelligence, Analytics, Business Strategy, Market Research, Customer Analysis, SQL, Predictive Analytics, Marketing Analytics, Email Marketing, Web Analytics, Competitive Intelligence, Business Development, Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Finance and Management & Organizations
University of Kentucky 2002 — 2004
BBA, Decision Science and Info Sys.
Chris Johansson Chris Johansson's TD Ameritrade Experience December 2013 - Present
Job Custody Operations at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade December 2013 - Present
Cardinal Paragon January 2012 - January 2012
Boomer Banners - Price College of Business IBC Program August 2011 - December 2011
Southlake Fitness Center January 2007 - August 2008
Skills
Strong work ethic and..., Ability to quickly..., Implementing new..., Management, Sales, Social Networking, Marketing, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Microsoft Office
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Oklahoma State University 2008 — 2009
Bachelor of Business Administration (BBA), Marketing
TD Ameritrade December 2013 - Present
Cardinal Paragon January 2012 - January 2012
Boomer Banners - Price College of Business IBC Program August 2011 - December 2011
Southlake Fitness Center January 2007 - August 2008
Skills
Strong work ethic and..., Ability to quickly..., Implementing new..., Management, Sales, Social Networking, Marketing, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Microsoft Office
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Oklahoma State University 2008 — 2009
Bachelor of Business Administration (BBA), Marketing
Cameron N. Hawthorne Cameron N. Hawthorne's TD Ameritrade Experience March 2007 - September 2009
Job Sr.Investment Banker at PrimeX
Industry Investment Banking
Experience
Primex January 2012 - Present
Wells Fargo Advisors/Wells Fargo Bank 2011 - 2011
TD Ameritrade March 2007 - September 2009
AXA Advisors, LLC, 2005 - 2007
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Asset Management, Financial Analysis, Capital Markets, Risk Management, Fixed Income, Credit, Trading, Fixed Annuities, Estate Planning, Securities, Investment Advisory, Financial Modeling, Asset Allocation, Series 7, Finance, ETFs, Financial Advisory, Wealth Management..., Investment Banking, Financial Markets, Small Business, Financial Services, Tax, Investment Strategies, Investment Management, High Net Worth..., Bonds, Private Banking, 401k, Bloomberg, Equity Research, Wealth Accumulation, Banking, FINRA, Options, Alternative Investments, Series 63, Series 24, Retirement, Hedge Funds, Wealth, Mortgage Lending, Equity Derivatives
Education
Old Dominion University
Bachelor of Science in Business Administration, Finance, Operations Management
Primex January 2012 - Present
Wells Fargo Advisors/Wells Fargo Bank 2011 - 2011
TD Ameritrade March 2007 - September 2009
AXA Advisors, LLC, 2005 - 2007
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Asset Management, Financial Analysis, Capital Markets, Risk Management, Fixed Income, Credit, Trading, Fixed Annuities, Estate Planning, Securities, Investment Advisory, Financial Modeling, Asset Allocation, Series 7, Finance, ETFs, Financial Advisory, Wealth Management..., Investment Banking, Financial Markets, Small Business, Financial Services, Tax, Investment Strategies, Investment Management, High Net Worth..., Bonds, Private Banking, 401k, Bloomberg, Equity Research, Wealth Accumulation, Banking, FINRA, Options, Alternative Investments, Series 63, Series 24, Retirement, Hedge Funds, Wealth, Mortgage Lending, Equity Derivatives
Education
Old Dominion University
Bachelor of Science in Business Administration, Finance, Operations Management
Warren Binstock, CFP® Warren Binstock, CFP®'s TD Ameritrade Experience June 2009 - October 2013
Job Retirement Planning and Client Service Specialist at Telos Capital Management, Inc.
Industry Financial Services
Experience
Telos Capital Management, Inc. April 2015 - Present
TIAA-CREF October 2013 - April 2015
TD Ameritrade June 2009 - October 2013
Smith Barney January 2008 - May 2009
Charles Schwab October 2000 - October 2007
Charles Schwab 2000 - 2007
San Diego City Schools September 1999 - August 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Allocation, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Asset Management
Education
Niagara University 1994 — 1996
Masters, Education
York University 1987 — 1991
Bachelor of Arts, Psychology
Telos Capital Management, Inc. April 2015 - Present
TIAA-CREF October 2013 - April 2015
TD Ameritrade June 2009 - October 2013
Smith Barney January 2008 - May 2009
Charles Schwab October 2000 - October 2007
Charles Schwab 2000 - 2007
San Diego City Schools September 1999 - August 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Asset Allocation, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Asset Management
Education
Niagara University 1994 — 1996
Masters, Education
York University 1987 — 1991
Bachelor of Arts, Psychology
Kyle Gilson Kyle Gilson's TD Ameritrade Experience 2010 - 2012
Job Assistant Vice President, Credit Supervisor at Bank of the West
Industry Banking
Experience
Bank of the West November 2012 - Present
TD Ameritrade 2010 - 2012
Universal Special Auto Finance 2007 - 2008
Skills
Management, Banking, Credit, Credit Risk, Loans, Risk Management, Portfolio Management, Financial Analysis, Retail Banking, Underwriting, Leadership, Credit Analysis, Relationship Management, Consumer Lending, Finance, Customer Service, Financial Services, Process Improvement, Mortgage Lending
Education
Nova Southeastern University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Nebraska at Kearney
Bachelor's degree, Advertising
Bank of the West November 2012 - Present
TD Ameritrade 2010 - 2012
Universal Special Auto Finance 2007 - 2008
Skills
Management, Banking, Credit, Credit Risk, Loans, Risk Management, Portfolio Management, Financial Analysis, Retail Banking, Underwriting, Leadership, Credit Analysis, Relationship Management, Consumer Lending, Finance, Customer Service, Financial Services, Process Improvement, Mortgage Lending
Education
Nova Southeastern University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Nebraska at Kearney
Bachelor's degree, Advertising
Neel Bhagat Neel Bhagat's TD Ameritrade Experience 2010 - September 2013
Job UI Developer
Industry Information Technology and Services
Experience
Barclays September 2013 - Present
TD Ameritrade 2010 - September 2013
Jacinto Medical Group 2008 - 2010
Freelancer / Contractor 2006 - 2008
Skills
AngularJS, MongoDB, Node.js, PhoneGap, Mobile Applications, AJAX, Dojo, jQuery, Backbone.js, Ember.js, Android Development, Jenkins, Xcode, jQuery UI, HTML, JSON, CSS, JavaScript, Web Applications, Shell Scripting, DHTML, MVC, C#, PHP, Drupal, Subversion, Eclipse, ASP, JSP, HTML 5, Apache, Agile Project Management, Photoshop, JSTL, CakePHP, Ant, Maven, SQL, Web Services, Freemarker, WAMP, XML
Education
NYIT
MS
SMVM
Visvesvaraya Technological University
BE
Barclays September 2013 - Present
TD Ameritrade 2010 - September 2013
Jacinto Medical Group 2008 - 2010
Freelancer / Contractor 2006 - 2008
Skills
AngularJS, MongoDB, Node.js, PhoneGap, Mobile Applications, AJAX, Dojo, jQuery, Backbone.js, Ember.js, Android Development, Jenkins, Xcode, jQuery UI, HTML, JSON, CSS, JavaScript, Web Applications, Shell Scripting, DHTML, MVC, C#, PHP, Drupal, Subversion, Eclipse, ASP, JSP, HTML 5, Apache, Agile Project Management, Photoshop, JSTL, CakePHP, Ant, Maven, SQL, Web Services, Freemarker, WAMP, XML
Education
NYIT
MS
SMVM
Visvesvaraya Technological University
BE
Ayush Panta Ayush Panta's TD Ameritrade Experience August 2011 - November 2011
Job Graduate Student
Industry Financial Services
Experience
Nebraska Nepalese Society January 2008 - Present
University of Nebraska at Omaha, College of Business Administration March 2013 - July 2013
Wells Fargo June 2012 - February 2013
TD Ameritrade August 2011 - November 2011
West Corporation January 2008 - March 2010
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Photoshop, Investments, Trading, Risk Management, Financial Modeling, Economics, Portfolio Management, Equities, Strategic Planning, Nonprofits, Events Coordination
Education
University of Nebraska at Omaha 2013 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Nebraska at Omaha 2010 — 2011
Bachelors in Business Adminstration, Banking and Financial Market
Northwest Missouri State University 2007 — 2008
General Studies (Pre-req courses), Business Administration and Management, General
Nebraska Nepalese Society January 2008 - Present
University of Nebraska at Omaha, College of Business Administration March 2013 - July 2013
Wells Fargo June 2012 - February 2013
TD Ameritrade August 2011 - November 2011
West Corporation January 2008 - March 2010
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Photoshop, Investments, Trading, Risk Management, Financial Modeling, Economics, Portfolio Management, Equities, Strategic Planning, Nonprofits, Events Coordination
Education
University of Nebraska at Omaha 2013 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Nebraska at Omaha 2010 — 2011
Bachelors in Business Adminstration, Banking and Financial Market
Northwest Missouri State University 2007 — 2008
General Studies (Pre-req courses), Business Administration and Management, General
Simon Shulman Simon Shulman's TD Ameritrade Experience February 2013 - Present
Job Senior Manager, Digital Strategy & Analytics at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade February 2013 - Present
Mediacom/WPP April 2010 - February 2013
MediaWhiz Holdings LLC June 2009 - April 2010
EducationDynamics, LLC 2006 - 2008
Skills
Quantitative Analysis, Market Research, Marketing Strategy, SEM, PPC, Analytics, Omniture, Web Analytics, Online Advertising, Digital Marketing, Affiliate Marketing, Media Buying, Digital Strategy, SEO, Mobile Marketing, Google Analytics, Search Advertising, Digital Media, DoubleClick, Landing Page..., Interactive Marketing, Media Planning, Google Adwords, CRM, Display Advertising, Integrated Marketing, E-commerce, Marketing, New Media, Strategy, Online Marketing, Direct Marketing
Education
New York University 2002 — 2004
Masters, Measurement and Evaluation
University at Buffalo 1998 — 2002
B.A., Psychology
TD Ameritrade February 2013 - Present
Mediacom/WPP April 2010 - February 2013
MediaWhiz Holdings LLC June 2009 - April 2010
EducationDynamics, LLC 2006 - 2008
Skills
Quantitative Analysis, Market Research, Marketing Strategy, SEM, PPC, Analytics, Omniture, Web Analytics, Online Advertising, Digital Marketing, Affiliate Marketing, Media Buying, Digital Strategy, SEO, Mobile Marketing, Google Analytics, Search Advertising, Digital Media, DoubleClick, Landing Page..., Interactive Marketing, Media Planning, Google Adwords, CRM, Display Advertising, Integrated Marketing, E-commerce, Marketing, New Media, Strategy, Online Marketing, Direct Marketing
Education
New York University 2002 — 2004
Masters, Measurement and Evaluation
University at Buffalo 1998 — 2002
B.A., Psychology
Josh Bogus Josh Bogus's TD Ameritrade Experience February 2003 - May 2005
Job Sr. Marketing Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2005 - Present
TD Ameritrade February 2003 - May 2005
Skills
Retirement Plan..., Defined Benefit, 401k, Profit Sharing, Defined Contribution, Retirement, ERISA, Pensions, Qualified Retirement..., Retirement Planning, Series 63, Series 7, IRAs, Mutual Funds, Fixed Annuities, Series 65, Uniform Combined State..., Pension Administration, FINRA, Series 24, Product Development, Asset Allocation
Education
University of Nebraska at Omaha 2002 — 2004
BS, Finance and Financial Management Services
Northwest Missouri State University 2000 — 2002
BS, Finance and Financial Management Services
Principal Financial Group May 2005 - Present
TD Ameritrade February 2003 - May 2005
Skills
Retirement Plan..., Defined Benefit, 401k, Profit Sharing, Defined Contribution, Retirement, ERISA, Pensions, Qualified Retirement..., Retirement Planning, Series 63, Series 7, IRAs, Mutual Funds, Fixed Annuities, Series 65, Uniform Combined State..., Pension Administration, FINRA, Series 24, Product Development, Asset Allocation
Education
University of Nebraska at Omaha 2002 — 2004
BS, Finance and Financial Management Services
Northwest Missouri State University 2000 — 2002
BS, Finance and Financial Management Services
Carlos Heisner's TD Ameritrade Experience June 2014 - Present
Job Amerivest Specialist Portfolio Guidance & Support
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
Wells Fargo July 2012 - May 2014
Wells Fargo March 2012 - June 2012
Wells Fargo April 2011 - March 2012
Olive Garden January 2007 - April 2011
The Room Store January 2004 - July 2006
Skills
Banking, Customer Service, Credit, Loans, Finance, Sales, Microsoft Office, Leadership, Business Analysis, Management
Education
North Central Texas College
TD Ameritrade June 2014 - Present
Wells Fargo July 2012 - May 2014
Wells Fargo March 2012 - June 2012
Wells Fargo April 2011 - March 2012
Olive Garden January 2007 - April 2011
The Room Store January 2004 - July 2006
Skills
Banking, Customer Service, Credit, Loans, Finance, Sales, Microsoft Office, Leadership, Business Analysis, Management
Education
North Central Texas College
Scott Beattie Scott Beattie's TD Ameritrade Experience March 2008 - January 2012
Job Oracle Database Developer
Industry Financial Services
Experience
GHX April 2013 - March 2014
TD Ameritrade March 2008 - January 2012
Fiserv/ First Trust Corporation November 1995 - March 2008
Intercambio de Comunidades 2006 - 2008
Beverly Enterprises September 1993 - October 1995
A&H Associates, Inc. - Boston, MA January 1992 - September 1993
The Beacon Companies - Boston, MA January 1989 - December 1991
Morton Thiokol, Inc. December 1986 - December 1988
Manganaro Corporation, New England November 1985 - December 1986
Tranti Systems, Inc. Billerica, MA August 1981 - November 1985
Skills
Microsoft SQL Server, SDLC, SSRS, SSIS, Oracle, Agile Methodologies, Data Warehousing, Data, Data Analysis, Data Mining, Business Analysis, Business Intelligence, Data Modeling, Database Administration, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, Integration, PL/SQL, Requirements Analysis, SQL, Scrum, Software Development, Software Project..., T-SQL, Vendor Management
Education
Northeastern University 1993 — 1995
AS, IT Technology
University of Massachusetts Lowell 1980 — 1983
Computer Science
GHX April 2013 - March 2014
TD Ameritrade March 2008 - January 2012
Fiserv/ First Trust Corporation November 1995 - March 2008
Intercambio de Comunidades 2006 - 2008
Beverly Enterprises September 1993 - October 1995
A&H Associates, Inc. - Boston, MA January 1992 - September 1993
The Beacon Companies - Boston, MA January 1989 - December 1991
Morton Thiokol, Inc. December 1986 - December 1988
Manganaro Corporation, New England November 1985 - December 1986
Tranti Systems, Inc. Billerica, MA August 1981 - November 1985
Skills
Microsoft SQL Server, SDLC, SSRS, SSIS, Oracle, Agile Methodologies, Data Warehousing, Data, Data Analysis, Data Mining, Business Analysis, Business Intelligence, Data Modeling, Database Administration, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, Integration, PL/SQL, Requirements Analysis, SQL, Scrum, Software Development, Software Project..., T-SQL, Vendor Management
Education
Northeastern University 1993 — 1995
AS, IT Technology
University of Massachusetts Lowell 1980 — 1983
Computer Science
Enrique Sallent's TD Ameritrade Experience April 2012 - Present
Job User Experience Manager for Active Trader Applications
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
The Pixel Home, LLC November 2009 - April 2012
JPMorgan June 2009 - November 2009
Deloitte & Touche 2007 - May 2009
Bear Stearns June 2005 - November 2007
Creative Web Inc 2004 - 2004
Andante Media 2001 - 2004
Goldman Sachs 2001 - 2003
Starpoint Solutions November 1999 - June 2001
TIS 1999 - 2001
Skills
Information Architecture, Heuristic Evaluation, Contextual Inquiry, Visualization, User Experience, User Interface Design, Prototyping, Usability Testing, Personas, Human-computer..., Interaction Design, User-centered Design, Axure, Wire Framing, Information Design, Usability Design, User Interface, OmniGraffle, Experience Design, Prototype, Persona, 3D visualization, Visio, Usability Engineering, Human Computer..., Wireframes, Usability, User Experience Design, User Scenarios, Mobile Design, User Research, Card Sorting, Site Maps, Web Applications, Mobile Applications, Graphic Design, Rapid Prototyping, Art Direction, Visual Design, Web Design, Accessibility, Service Design, Task Analysis, Front-end, Graphics, Content Strategy, Brand Development, Design Strategy, CMS, Mockups
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2009
Mini-Masters, HCI - Human Computer Interaction
New York University 2001 — 2001
Certification, Interactive Design for the Web
New York University 2000 — 2000
Certification, Web Design
Pratt Institute 1994 — 1996
AOS, Grapic Design
TD Ameritrade April 2012 - Present
The Pixel Home, LLC November 2009 - April 2012
JPMorgan June 2009 - November 2009
Deloitte & Touche 2007 - May 2009
Bear Stearns June 2005 - November 2007
Creative Web Inc 2004 - 2004
Andante Media 2001 - 2004
Goldman Sachs 2001 - 2003
Starpoint Solutions November 1999 - June 2001
TIS 1999 - 2001
Skills
Information Architecture, Heuristic Evaluation, Contextual Inquiry, Visualization, User Experience, User Interface Design, Prototyping, Usability Testing, Personas, Human-computer..., Interaction Design, User-centered Design, Axure, Wire Framing, Information Design, Usability Design, User Interface, OmniGraffle, Experience Design, Prototype, Persona, 3D visualization, Visio, Usability Engineering, Human Computer..., Wireframes, Usability, User Experience Design, User Scenarios, Mobile Design, User Research, Card Sorting, Site Maps, Web Applications, Mobile Applications, Graphic Design, Rapid Prototyping, Art Direction, Visual Design, Web Design, Accessibility, Service Design, Task Analysis, Front-end, Graphics, Content Strategy, Brand Development, Design Strategy, CMS, Mockups
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2009
Mini-Masters, HCI - Human Computer Interaction
New York University 2001 — 2001
Certification, Interactive Design for the Web
New York University 2000 — 2000
Certification, Web Design
Pratt Institute 1994 — 1996
AOS, Grapic Design
Ben Harrison Ben Harrison's TD Ameritrade Experience March 2003 - September 2006
Job Head of Business Development & Relationship Management at Pershing Advisor Solutions LLC, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon Company July 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company October 2006 - June 2011
TD Ameritrade March 2003 - September 2006
TD Waterhouse August 1998 - March 2003
Skills
Asset Management, Wealth Management, Mutual Funds, Financial Services, Alternative Investments, Series 7, Investments, Portfolio Management, Securities, Equities
Education
Ohio Wesleyan University 1994 — 1998
BA, Economics Management
Woodstock Academy 1990 — 1994
Pershing, a BNY Mellon Company July 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company October 2006 - June 2011
TD Ameritrade March 2003 - September 2006
TD Waterhouse August 1998 - March 2003
Skills
Asset Management, Wealth Management, Mutual Funds, Financial Services, Alternative Investments, Series 7, Investments, Portfolio Management, Securities, Equities
Education
Ohio Wesleyan University 1994 — 1998
BA, Economics Management
Woodstock Academy 1990 — 1994
Annie Swanson-Howry Annie Swanson-Howry's TD Ameritrade Experience February 2008 - November 2008
Job Division Order Tech at Gulfport Energy Corporation
Industry Oil & Energy
Experience
Gulfport Energy Corporation July 2012 - Present
Ali Zeck State Farm Insurance August 2009 - January 2010
TD Ameritrade February 2008 - November 2008
Goolsby, Proctor, Heefner & Gibbs August 2004 - October 2007
Skills
Customer Service, Project Management, Microsoft Excel, Administrative..., Outlook, Microsoft Office, Microsoft Word, Data Entry, Time Management, Event Planning, Social Media, Contract Negotiation
Education
University of Central Oklahoma
Metropolitan College
Associate of Arts and Sciences (A.A.S.), Paralegal Studies, 4.0
Oklahoma State University
Gulfport Energy Corporation July 2012 - Present
Ali Zeck State Farm Insurance August 2009 - January 2010
TD Ameritrade February 2008 - November 2008
Goolsby, Proctor, Heefner & Gibbs August 2004 - October 2007
Skills
Customer Service, Project Management, Microsoft Excel, Administrative..., Outlook, Microsoft Office, Microsoft Word, Data Entry, Time Management, Event Planning, Social Media, Contract Negotiation
Education
University of Central Oklahoma
Metropolitan College
Associate of Arts and Sciences (A.A.S.), Paralegal Studies, 4.0
Oklahoma State University
Ryan A. Wharton, CFP®'s TD Ameritrade Experience October 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2015 - Present
TD Ameritrade August 2011 - September 2015
Fifth Third Bank March 2010 - July 2011
Waddell & Reed July 2009 - March 2010
Fidelity Investments November 2002 - July 2009
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Investment Management, Relationship Management, Investment Strategies, Series 7, Series 63, Capital Markets, Strategic Financial..., Equities, Financial Analysis, Series 65, Hedge Funds, Options
Education
Xavier University 2008 — 2009
Executive Certificate, Financial Planning
Xavier University 2005 — 2007
Master of Business Administration, Finance
Northern Kentucky University 2000 — 2004
Bachelor of Science, Economics
TD Ameritrade October 2015 - Present
TD Ameritrade August 2011 - September 2015
Fifth Third Bank March 2010 - July 2011
Waddell & Reed July 2009 - March 2010
Fidelity Investments November 2002 - July 2009
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Investment Management, Relationship Management, Investment Strategies, Series 7, Series 63, Capital Markets, Strategic Financial..., Equities, Financial Analysis, Series 65, Hedge Funds, Options
Education
Xavier University 2008 — 2009
Executive Certificate, Financial Planning
Xavier University 2005 — 2007
Master of Business Administration, Finance
Northern Kentucky University 2000 — 2004
Bachelor of Science, Economics
Thomas Jewsbury's TD Ameritrade Experience December 2005 - November 2014
Job Associate Director Investments
Industry Investment Management
Experience
Oppenheimer & Co. Inc. January 2015 - Present
TD Ameritrade December 2005 - November 2014
Moors and Cabot Lang Division December 2003 - December 2005
NBC Capital Markets February 2002 - December 2003
United States Congress Staff May 1996 - June 1999
Education
Oklahoma State University 1993 — 1997
B.A, Political Science
Oppenheimer & Co. Inc. January 2015 - Present
TD Ameritrade December 2005 - November 2014
Moors and Cabot Lang Division December 2003 - December 2005
NBC Capital Markets February 2002 - December 2003
United States Congress Staff May 1996 - June 1999
Education
Oklahoma State University 1993 — 1997
B.A, Political Science
Nancy McKinney Nancy McKinney's TD Ameritrade Experience November 2004 - May 2007
Job
Industry Marketing and Advertising
Experience
Flagstar Bank September 2012 - June 2015
Citi October 2007 - June 2012
TD Ameritrade November 2004 - May 2007
Bald Ego, LLC January 2004 - November 2004
Skills
Digital Marketing, Marketing, Web Development, Analysis, Project Management, Online Marketing, Advertising, Analytics, Web Analytics, Marketing Strategy, Online Advertising, Email Marketing, Management, Social Media Marketing
Education
New York University 1994 — 1998
Bachelor of Science (BS), Graphic Communications Management and Technology
Flagstar Bank September 2012 - June 2015
Citi October 2007 - June 2012
TD Ameritrade November 2004 - May 2007
Bald Ego, LLC January 2004 - November 2004
Skills
Digital Marketing, Marketing, Web Development, Analysis, Project Management, Online Marketing, Advertising, Analytics, Web Analytics, Marketing Strategy, Online Advertising, Email Marketing, Management, Social Media Marketing
Education
New York University 1994 — 1998
Bachelor of Science (BS), Graphic Communications Management and Technology
Asif Ahmed Asif Ahmed's TD Ameritrade Experience May 2011 - Present
Job Experienced IT Leader Data and Voice Networks
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
AllianceBernstein June 2000 - May 2011
Skills
ITIL v3 Foundations..., Cisco Technologies, Six Sigma, Disaster Recovery, Vendor Management, IT Management, Management, Team Leadership, Network Administration, Data Center, Operations Management, Organizational..., ITIL, Business Analysis, Project Management, Voice & Data Convergence, Risk Management, Business Continuity, Requirements Analysis, IT Strategy, SDLC, IT Operations, Integration, Outsourcing
Education
Northeastern University 2011 — 2015
MBA, Entrepreneurship and International Management
Rutgers, The State University of New Jersey-New Brunswick
BA, Religion, Political Science and Computer Science
TD Ameritrade May 2011 - Present
AllianceBernstein June 2000 - May 2011
Skills
ITIL v3 Foundations..., Cisco Technologies, Six Sigma, Disaster Recovery, Vendor Management, IT Management, Management, Team Leadership, Network Administration, Data Center, Operations Management, Organizational..., ITIL, Business Analysis, Project Management, Voice & Data Convergence, Risk Management, Business Continuity, Requirements Analysis, IT Strategy, SDLC, IT Operations, Integration, Outsourcing
Education
Northeastern University 2011 — 2015
MBA, Entrepreneurship and International Management
Rutgers, The State University of New Jersey-New Brunswick
BA, Religion, Political Science and Computer Science
Beatris Beckwith Beatris Beckwith's TD Ameritrade Experience November 2009 - April 2011
Job Independent Online Marketing Consultant
Industry Marketing and Advertising
Experience
Independent 2015 - Present
Advantix Marketing, LLC March 2014 - Present
Advantix Marketing, LLC 2011 - Present
Advantix Marketing, LLC March 2013 - November 2013
TD Ameritrade November 2009 - April 2011
Automotive Finance Corporation August 2007 - January 2011
driversselect July 2005 - August 2007
Skills
Social Media Marketing, SEO, Microsoft Office, Customer Service, Social Media, Excel, Word, PowerPoint, Problem Solving, Facebook, Windows, Web Design, Outlook, HTML, Online Reputation..., Online Marketing, Blogging, SEM, Social Networking, Wordpress, Account Management, Advertising, YouTube, Keyword Research, Salesforce.com, Bilingual, Fully bilingual English, Spanish, Email Marketing, SMO, Press Release Submission, Press Release..., Google Local, White Hat, Online Advertising, Bilingual-English/Spanis..., Microsoft Word, Microsoft Excel, WordPress, Google Webmaster Tools, Web Analytics, Google Analytics, Search Advertising, Web Marketing, Lead Generation, Mobile Marketing, Website Development, Dreamweaver, Omniture, Marketing
Education
Texas A&M University-Commerce 2004 — 2005
Criminal Justice/Law Enforcement Administration
Northeast Texas Community College 2002 — 2004
Associate’s Degree, Criminal Justice
Independent 2015 - Present
Advantix Marketing, LLC March 2014 - Present
Advantix Marketing, LLC 2011 - Present
Advantix Marketing, LLC March 2013 - November 2013
TD Ameritrade November 2009 - April 2011
Automotive Finance Corporation August 2007 - January 2011
driversselect July 2005 - August 2007
Skills
Social Media Marketing, SEO, Microsoft Office, Customer Service, Social Media, Excel, Word, PowerPoint, Problem Solving, Facebook, Windows, Web Design, Outlook, HTML, Online Reputation..., Online Marketing, Blogging, SEM, Social Networking, Wordpress, Account Management, Advertising, YouTube, Keyword Research, Salesforce.com, Bilingual, Fully bilingual English, Spanish, Email Marketing, SMO, Press Release Submission, Press Release..., Google Local, White Hat, Online Advertising, Bilingual-English/Spanis..., Microsoft Word, Microsoft Excel, WordPress, Google Webmaster Tools, Web Analytics, Google Analytics, Search Advertising, Web Marketing, Lead Generation, Mobile Marketing, Website Development, Dreamweaver, Omniture, Marketing
Education
Texas A&M University-Commerce 2004 — 2005
Criminal Justice/Law Enforcement Administration
Northeast Texas Community College 2002 — 2004
Associate’s Degree, Criminal Justice
Stephanie Eakins Stephanie Eakins's TD Ameritrade Experience September 2014 - Present
Job Premier Broker at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TD April 2013 - September 2014
Shoppers Drug Mart August 2012 - July 2013
Catfish Creek Conservation Authority June 2012 - July 2012
Robarts Clinical Trials February 2011 - April 2011
London Children's Connection September 2008 - June 2010
Skills
AutoCAD, AutoCAD Map, ArcGIS, Written Communication, Oral Communication, Close Attention to..., Electrofishing, ArcMap, Organization, Project Management, GIS, Water Resources, Environmental Impact..., Microsoft Office, Field Work, Surveying, Spatial Analysis, Environmental Policy, Report Writing, Environmental Awareness, Research
Education
Fanshawe College 2012 — 2013
Project Management
Niagara College 2011 — 2012
Graduate Certificate, Ecosystem Restoration
The University of Western Ontario 2008 — 2011
BA, Honours Specialization Geography
Wilfrid Laurier University 2007 — 2007
Geography
TD Ameritrade September 2014 - Present
TD April 2013 - September 2014
Shoppers Drug Mart August 2012 - July 2013
Catfish Creek Conservation Authority June 2012 - July 2012
Robarts Clinical Trials February 2011 - April 2011
London Children's Connection September 2008 - June 2010
Skills
AutoCAD, AutoCAD Map, ArcGIS, Written Communication, Oral Communication, Close Attention to..., Electrofishing, ArcMap, Organization, Project Management, GIS, Water Resources, Environmental Impact..., Microsoft Office, Field Work, Surveying, Spatial Analysis, Environmental Policy, Report Writing, Environmental Awareness, Research
Education
Fanshawe College 2012 — 2013
Project Management
Niagara College 2011 — 2012
Graduate Certificate, Ecosystem Restoration
The University of Western Ontario 2008 — 2011
BA, Honours Specialization Geography
Wilfrid Laurier University 2007 — 2007
Geography
Herman Andrade Herman Andrade's TD Ameritrade Experience 2009 - 2010
Job Client Service Associate Private Banking LATAM
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
JPMorgan Chase June 2012 - May 2014
TD Ameritrade 2009 - 2010
JPMorgan Chase September 2008 - February 2009
Morgan Stanley February 2007 - March 2008
T. Rowe Price March 2005 - August 2006
T. Rowe Price August 2002 - March 2005
Skills
Series 7, Series 63, Bilingual, Spanish, Supervising, Mutual Funds, International Tax, Financial Operations, Fund Accounting, Account Reconciliation
Education
New Mexico State University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan April 2014 - Present
JPMorgan Chase June 2012 - May 2014
TD Ameritrade 2009 - 2010
JPMorgan Chase September 2008 - February 2009
Morgan Stanley February 2007 - March 2008
T. Rowe Price March 2005 - August 2006
T. Rowe Price August 2002 - March 2005
Skills
Series 7, Series 63, Bilingual, Spanish, Supervising, Mutual Funds, International Tax, Financial Operations, Fund Accounting, Account Reconciliation
Education
New Mexico State University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Sando Karneh's TD Ameritrade Experience December 2003 - July 2007
Job Founder at H.E.A.L. (Help Educate & Assist Lives), Inc.
Industry Financial Services
Experience
H.E.A.L. (Help Educate & Assist Lives), Inc. February 2013 - Present
E*TRADE Financial - Corporate Services June 2011 - Present
E*TRADE Financial February 2010 - June 2011
E*TRADE Financial September 2007 - February 2010
TD Ameritrade December 2003 - July 2007
Skills
Series 63, Series 7, Series 24, Certified Equity Expert..., Cpr Certified, Equity Edge, Equity Edge online, Certified Equity..., Equities, Financial Services, Management, Professional Services, Training, Fixed Income, CRM, Banking, Relationship Management, Customer Satisfaction, Customer Service, Financial Markets, Asset Allocation, Fixed Annuities, Employee Benefits, Options, Wealth Management, Wealth Management..., Financial Analysis, Series 6, Insurance, FINRA, Asset Management, Accounting, Financial Advisory, Investment Strategies, Trading, Project Management, Investments, Stocks, Uniform Combined State..., Credit, Microsoft Word, Call Centers, Strategic Financial..., Cross-functional Team..., Defined Benefit, Investment Advisory, Negotiation, Finance, Mergers & Acquisitions, B2B
Education
Strayer University-Georgia 2013 — 2015
Master of Science (MS), Organizational Leadership
The University of Texas at Arlington 2005 — 2007
Bachelors of Science, Social Work
North Lake College 2002 — 2005
Associate of Science (A.S.), Personal Computer Support
St. Patrick's High School
H.E.A.L. (Help Educate & Assist Lives), Inc. February 2013 - Present
E*TRADE Financial - Corporate Services June 2011 - Present
E*TRADE Financial February 2010 - June 2011
E*TRADE Financial September 2007 - February 2010
TD Ameritrade December 2003 - July 2007
Skills
Series 63, Series 7, Series 24, Certified Equity Expert..., Cpr Certified, Equity Edge, Equity Edge online, Certified Equity..., Equities, Financial Services, Management, Professional Services, Training, Fixed Income, CRM, Banking, Relationship Management, Customer Satisfaction, Customer Service, Financial Markets, Asset Allocation, Fixed Annuities, Employee Benefits, Options, Wealth Management, Wealth Management..., Financial Analysis, Series 6, Insurance, FINRA, Asset Management, Accounting, Financial Advisory, Investment Strategies, Trading, Project Management, Investments, Stocks, Uniform Combined State..., Credit, Microsoft Word, Call Centers, Strategic Financial..., Cross-functional Team..., Defined Benefit, Investment Advisory, Negotiation, Finance, Mergers & Acquisitions, B2B
Education
Strayer University-Georgia 2013 — 2015
Master of Science (MS), Organizational Leadership
The University of Texas at Arlington 2005 — 2007
Bachelors of Science, Social Work
North Lake College 2002 — 2005
Associate of Science (A.S.), Personal Computer Support
St. Patrick's High School
Destene Styles's TD Ameritrade Experience September 2014 - Present
Job Senior Manager Content Marketing
Industry Marketing and Advertising
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade January 2014 - September 2014
TD Ameritrade January 2013 - January 2014
TD Ameritrade December 2010 - January 2013
New Jersey Symphony Orchestra 2008 - 2008
Princeton Partners (PNC Bank) 2005 - 2007
Thomson Learning 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
Hyundai Motor America 2000 - 2000
Skills
Marketing Communications, Marketing, Leadership, Direct Mail, Social Media, Online Marketing, Program Management, Management, Marketing Strategy, Sponsorship, Business Development, Public Relations, Sales, Advertising
Education
Nova Southeastern University
Bachelor of Science (BS), Business
TD Ameritrade September 2014 - Present
TD Ameritrade January 2014 - September 2014
TD Ameritrade January 2013 - January 2014
TD Ameritrade December 2010 - January 2013
New Jersey Symphony Orchestra 2008 - 2008
Princeton Partners (PNC Bank) 2005 - 2007
Thomson Learning 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
Hyundai Motor America 2000 - 2000
Skills
Marketing Communications, Marketing, Leadership, Direct Mail, Social Media, Online Marketing, Program Management, Management, Marketing Strategy, Sponsorship, Business Development, Public Relations, Sales, Advertising
Education
Nova Southeastern University
Bachelor of Science (BS), Business
Michael Whisenant Michael Whisenant's TD Ameritrade Experience March 2007 - July 2008
Job Business Analyst at Infina, Ltd.
Industry Government Administration
Experience
Infina, Ltd. February 2014 - Present
B3 Solutions January 2013 - December 2013
JPMorgan Chase June 2012 - January 2013
JPMorgan Chase January 2010 - June 2012
JPMorgan Chase June 2009 - August 2009
TD Ameritrade March 2007 - July 2008
Skills
Level II CFA Candidate, Equities, Financial Modeling, Asset Management, Bloomberg
Education
North Carolina Agricultural and Technical State University
Bachelor of Science (BS), Finance
United States Military Academy at West Point 2001 — 2003
N/A, Systems Engineering
Infina, Ltd. February 2014 - Present
B3 Solutions January 2013 - December 2013
JPMorgan Chase June 2012 - January 2013
JPMorgan Chase January 2010 - June 2012
JPMorgan Chase June 2009 - August 2009
TD Ameritrade March 2007 - July 2008
Skills
Level II CFA Candidate, Equities, Financial Modeling, Asset Management, Bloomberg
Education
North Carolina Agricultural and Technical State University
Bachelor of Science (BS), Finance
United States Military Academy at West Point 2001 — 2003
N/A, Systems Engineering
Emlil Sacerio Emlil Sacerio's TD Ameritrade Experience August 2013 - Present
Job Executive Support Engineer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade August 2013 - Present
ISEC7 Group January 2012 - July 2013
Societe Generale January 2006 - November 2011
Société Générale October 2007 - March 2008
Société Générale October 2006 - October 2007
CS Technology February 2006 - October 2007
Skills
Active Directory, Technical Support, Servers, VPN, Business Analysis, Blackberry Enterprise..., Unix, SQL, iOS Migration, Android, Windows 7 Migration
Education
New Jersey Institute of Technology
Bachelor of Science (BS), Information Technology
Union Hill High School
TD Ameritrade August 2013 - Present
ISEC7 Group January 2012 - July 2013
Societe Generale January 2006 - November 2011
Société Générale October 2007 - March 2008
Société Générale October 2006 - October 2007
CS Technology February 2006 - October 2007
Skills
Active Directory, Technical Support, Servers, VPN, Business Analysis, Blackberry Enterprise..., Unix, SQL, iOS Migration, Android, Windows 7 Migration
Education
New Jersey Institute of Technology
Bachelor of Science (BS), Information Technology
Union Hill High School
Lori (Peter) Burrows Lori (Peter) Burrows's TD Ameritrade Experience May 2012 - February 2013
Job Personal Financial Assistant at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank January 2014 - Present
Kapitall Generation LLC at Kapitall March 2013 - December 2013
TD Ameritrade May 2012 - February 2013
E*TRADE Financial June 2011 - February 2012
E*TRADE Financial August 2010 - June 2011
UBS February 2010 - July 2010
Etrade Financial August 2008 - July 2009
MJM Trading LLC November 2005 - August 2008
Ford Motor Credit August 2001 - November 2005
ManpowerGroup 2000 - 2001
Skills
Mutual Funds, Morningstar, Bloomberg Terminal, Series 7, Series 63, Series 65, Series 24, Series 55, Bonds, Fixed Income, Structured Products, Managed Accounts, Salesforce, Sales, Investment Advisory, Day Trading, Customer Service, Asset Allocation, Equities, FINRA, Portfolio Management, Financial Services, Investments, ETFs, Finance
Education
Tonawanda High School
Niagara County Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services, General
USCS-Spartanburg
First Niagara Bank January 2014 - Present
Kapitall Generation LLC at Kapitall March 2013 - December 2013
TD Ameritrade May 2012 - February 2013
E*TRADE Financial June 2011 - February 2012
E*TRADE Financial August 2010 - June 2011
UBS February 2010 - July 2010
Etrade Financial August 2008 - July 2009
MJM Trading LLC November 2005 - August 2008
Ford Motor Credit August 2001 - November 2005
ManpowerGroup 2000 - 2001
Skills
Mutual Funds, Morningstar, Bloomberg Terminal, Series 7, Series 63, Series 65, Series 24, Series 55, Bonds, Fixed Income, Structured Products, Managed Accounts, Salesforce, Sales, Investment Advisory, Day Trading, Customer Service, Asset Allocation, Equities, FINRA, Portfolio Management, Financial Services, Investments, ETFs, Finance
Education
Tonawanda High School
Niagara County Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services, General
USCS-Spartanburg
Ralph J. Michele Ralph J. Michele's TD Ameritrade Experience October 2006 - September 2010
Job Freelance Architectural Drafting & Owner of Omega Institute of Trading.
Industry Construction
Experience
Freelance Architectural Drafting March 2013 - Present
Omega Institute of Trading December 2012 - Present
Cyber Trading University March 2011 - December 2012
Online Trading Academy October 2010 - June 2011
Investools October 2006 - September 2010
TD Ameritrade October 2006 - September 2010
William Hezmalhalch Architects May 2005 - August 2006
BSB Design October 2004 - May 2005
MBH Architects June 2003 - October 2004
Frank G. Relf Architect, P.C. April 2002 - April 2003
Skills
Project Management, Architecture, Microsoft Office, Project Planning, PowerPoint, Trading, Coaching, Strategic Planning, Public Speaking, Time Management, Analysis, Leadership Development, Marketing, Options, Business Planning, Sales Management, Risk Management, Sales, Customer Service, Research, Business Strategy, Team Building, Business Development, Management, Technical Analysis, Team Leadership, Leadership, Investments, Training, Management Consulting, Program Management, Financial Analysis, Entrepreneurship, Executive Management, New Business Development, Start-ups, Business Analysis, Strategy, Portfolio Management, Budgets, Organizational..., Marketing Strategy, Negotiation, Contract Negotiation, Mergers & Acquisitions, Strategic Partnerships, Investment Strategies, Small Business, Change Management, Retail
Education
New York Institute of Technology-Old Westbury 1995 — 1999
B Arch, Architecture
Smithtown High School West 1988 — 1992
Freelance Architectural Drafting March 2013 - Present
Omega Institute of Trading December 2012 - Present
Cyber Trading University March 2011 - December 2012
Online Trading Academy October 2010 - June 2011
Investools October 2006 - September 2010
TD Ameritrade October 2006 - September 2010
William Hezmalhalch Architects May 2005 - August 2006
BSB Design October 2004 - May 2005
MBH Architects June 2003 - October 2004
Frank G. Relf Architect, P.C. April 2002 - April 2003
Skills
Project Management, Architecture, Microsoft Office, Project Planning, PowerPoint, Trading, Coaching, Strategic Planning, Public Speaking, Time Management, Analysis, Leadership Development, Marketing, Options, Business Planning, Sales Management, Risk Management, Sales, Customer Service, Research, Business Strategy, Team Building, Business Development, Management, Technical Analysis, Team Leadership, Leadership, Investments, Training, Management Consulting, Program Management, Financial Analysis, Entrepreneurship, Executive Management, New Business Development, Start-ups, Business Analysis, Strategy, Portfolio Management, Budgets, Organizational..., Marketing Strategy, Negotiation, Contract Negotiation, Mergers & Acquisitions, Strategic Partnerships, Investment Strategies, Small Business, Change Management, Retail
Education
New York Institute of Technology-Old Westbury 1995 — 1999
B Arch, Architecture
Smithtown High School West 1988 — 1992
Allan Gu Allan Gu's TD Ameritrade Experience August 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade August 2012 - Present
JPMorgan Chase April 2008 - August 2012
Pruco Securities September 2007 - April 2008
Pacific American May 2003 - September 2007
Skills
Series 7, Fixed Income, Equities, Portfolio Management, Alternative Investments, Valuation, Financial Analysis, Corporate Finance, Mutual Funds, Risk, Options, Financial Modeling, Credit, Bloomberg, Economics, Derivatives, Financial Reporting, 固定收益
Education
CFA Institute 2012 — 2013
L3 Candidate, CFA Institute
New York University 2003 — 2005
Corporate Finance
Queens College 1999 — 2003
BA, Computer Science and Mathematics
TD Ameritrade August 2012 - Present
JPMorgan Chase April 2008 - August 2012
Pruco Securities September 2007 - April 2008
Pacific American May 2003 - September 2007
Skills
Series 7, Fixed Income, Equities, Portfolio Management, Alternative Investments, Valuation, Financial Analysis, Corporate Finance, Mutual Funds, Risk, Options, Financial Modeling, Credit, Bloomberg, Economics, Derivatives, Financial Reporting, 固定收益
Education
CFA Institute 2012 — 2013
L3 Candidate, CFA Institute
New York University 2003 — 2005
Corporate Finance
Queens College 1999 — 2003
BA, Computer Science and Mathematics
Maureen Kearney, ITILv3's TD Ameritrade Experience 2000 - 2002
Job Transformational Strategist: Digital & OmniChannel Executive
Industry Information Technology and Services
Experience
Marriott International 2002 - 2012
TD Ameritrade 2000 - 2002
NASD / NASDAQ 1993 - 2000
Education
Northeastern University
Simmons College
BA
Marriott International 2002 - 2012
TD Ameritrade 2000 - 2002
NASD / NASDAQ 1993 - 2000
Education
Northeastern University
Simmons College
BA
Tracy Algeo Tracy Algeo's TD Ameritrade Experience June 2014 - September 2014
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
dough, Inc. October 2014 - Present
TD Ameritrade June 2014 - September 2014
J.P. Morgan December 2010 - June 2014
TD Ameritrade November 2009 - December 2009
thinkorswim November 2008 - December 2008
Skills
Account Management, Marketing, Financial Analysis, Microsoft Office, Market Research, Sales, Customer Service, Advertising, Email Marketing, Social Media, Social Media Marketing, Credit, Leadership, Salesforce.com, Marketing Communications, Competitive Analysis, Integrated Marketing, Marketing Strategy, Digital Marketing, PowerPoint, Microsoft Excel
Education
Ohio University 2006 — 2010
Bachleor of Business Administration, Marketing
dough, Inc. October 2014 - Present
TD Ameritrade June 2014 - September 2014
J.P. Morgan December 2010 - June 2014
TD Ameritrade November 2009 - December 2009
thinkorswim November 2008 - December 2008
Skills
Account Management, Marketing, Financial Analysis, Microsoft Office, Market Research, Sales, Customer Service, Advertising, Email Marketing, Social Media, Social Media Marketing, Credit, Leadership, Salesforce.com, Marketing Communications, Competitive Analysis, Integrated Marketing, Marketing Strategy, Digital Marketing, PowerPoint, Microsoft Excel
Education
Ohio University 2006 — 2010
Bachleor of Business Administration, Marketing
Brian Duering Brian Duering's TD Ameritrade Experience March 2013 - Present
Job Recruiter at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2013 - Present
TD Ameritrade March 2007 - March 2013
TD Ameritrade July 2006 - March 2007
Waddell & Reed - Financial Advisor December 2005 - June 2006
Skills
Finance, Management, Leadership, Trading, Mutual Funds, Training, Financial Risk, Sales, Bonds, Options, Real Estate, Securities, Series 7, Equities, Series 63, Fixed Income, Portfolio Management, Risk Management, Banking, Asset Management, series 27, Investments, Recruiting, FINRA, Human Resources, Back Office
Education
University of Nebraska at Omaha 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management
University of Nebraska at Omaha 2012 — 2014
Masters Certificate in Human Resources Recruiting, Human Resources Management and Services
Northwest Missouri State University 2001 — 2005
Bachelor's Degree, Corporate Finance and Financial Services
Fairbury High School, Fairbury, NE 1997 — 2001
High School
TD Ameritrade March 2013 - Present
TD Ameritrade March 2007 - March 2013
TD Ameritrade July 2006 - March 2007
Waddell & Reed - Financial Advisor December 2005 - June 2006
Skills
Finance, Management, Leadership, Trading, Mutual Funds, Training, Financial Risk, Sales, Bonds, Options, Real Estate, Securities, Series 7, Equities, Series 63, Fixed Income, Portfolio Management, Risk Management, Banking, Asset Management, series 27, Investments, Recruiting, FINRA, Human Resources, Back Office
Education
University of Nebraska at Omaha 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management
University of Nebraska at Omaha 2012 — 2014
Masters Certificate in Human Resources Recruiting, Human Resources Management and Services
Northwest Missouri State University 2001 — 2005
Bachelor's Degree, Corporate Finance and Financial Services
Fairbury High School, Fairbury, NE 1997 — 2001
High School
Paula farris's TD Ameritrade Experience March 2008 - July 2008
Job
Industry
Experience
TD Ameritrade March 2008 - July 2008
xian jiaotong university July 1993 - December 2006
Skills
Microsoft Word, Microsoft Excel, Payroll, Customer Service, PowerPoint, Outlook, Finance, Microsoft Office, Human Resources, Economics, QuickBooks, Marketing, Accounting, Access
Education
University of North Texas 2013 — 2014
Master of Science (MS), Taxation
University of North Texas 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, 3.982
Tarrant County College 2008 — 2011
Associate of Arts (AA)
Xi'an International Studies University 2000 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters
Northwestern Polytechnic University (CN) 1989 — 1991
Associate of Arts (A.A.), English Language and Literature, General
TD Ameritrade March 2008 - July 2008
xian jiaotong university July 1993 - December 2006
Skills
Microsoft Word, Microsoft Excel, Payroll, Customer Service, PowerPoint, Outlook, Finance, Microsoft Office, Human Resources, Economics, QuickBooks, Marketing, Accounting, Access
Education
University of North Texas 2013 — 2014
Master of Science (MS), Taxation
University of North Texas 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, 3.982
Tarrant County College 2008 — 2011
Associate of Arts (AA)
Xi'an International Studies University 2000 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters
Northwestern Polytechnic University (CN) 1989 — 1991
Associate of Arts (A.A.), English Language and Literature, General
Jitesh Mandalia Jitesh Mandalia's TD Ameritrade Experience June 2013 - August 2014
Job
Industry Financial Services
Experience
Jefferies December 2014 - Present
Nomura August 2014 - November 2014
TD Ameritrade June 2013 - August 2014
TD Ameritrade December 2012 - June 2013
Gotham Technology Group 2011 - 2012
JGM IT Consulting January 2009 - February 2011
BGC Partners 2009 - 2011
KPN June 2008 - December 2008
Getronics UK April 2006 - June 2008
Phoenix IT Services June 2005 - April 2006
Skills
ITIL, Windows Server, Citrix, Project Management, VMware, Active Directory, PRINCE2, Microsoft Exchange, Pre-sales, Microsoft Technologies, IT Management, Citrix Metaframe, IT Service Management, IT Strategy, Business Continuity, SharePoint, Solution Architecture, Disaster Recovery, vSphere, Data Center, Enterprise Architecture, Virtualization, Microsoft Certified..., Project Delivery, Infrastructure, Information Technology, VMware ESX, IT Operations, Cloud Computing, VMware Infrastructure, SCCM, Servers, System Deployment, Storage Area Networks, Technical Support, SAN, Storage, Cisco Technologies, High Availability, Incident Management, Server Architecture, HP, VDI, Group Policy, VPN, Security, VMware vSphere
Education
UCL 1987 — 1990
BSc Hons, Chemistry
New York University
Project Management
Jefferies December 2014 - Present
Nomura August 2014 - November 2014
TD Ameritrade June 2013 - August 2014
TD Ameritrade December 2012 - June 2013
Gotham Technology Group 2011 - 2012
JGM IT Consulting January 2009 - February 2011
BGC Partners 2009 - 2011
KPN June 2008 - December 2008
Getronics UK April 2006 - June 2008
Phoenix IT Services June 2005 - April 2006
Skills
ITIL, Windows Server, Citrix, Project Management, VMware, Active Directory, PRINCE2, Microsoft Exchange, Pre-sales, Microsoft Technologies, IT Management, Citrix Metaframe, IT Service Management, IT Strategy, Business Continuity, SharePoint, Solution Architecture, Disaster Recovery, vSphere, Data Center, Enterprise Architecture, Virtualization, Microsoft Certified..., Project Delivery, Infrastructure, Information Technology, VMware ESX, IT Operations, Cloud Computing, VMware Infrastructure, SCCM, Servers, System Deployment, Storage Area Networks, Technical Support, SAN, Storage, Cisco Technologies, High Availability, Incident Management, Server Architecture, HP, VDI, Group Policy, VPN, Security, VMware vSphere
Education
UCL 1987 — 1990
BSc Hons, Chemistry
New York University
Project Management
Andy Polack Andy Polack's TD Ameritrade Experience January 2010 - April 2010
Job Consultant at Bartlett Nuclear
Industry Computer Software
Experience
New Century Health 2011 - Present
ADC 2007 - Present
Bartlett Nuclear February 2004 - Present
4W, Inc. October 1996 - Present
Wayne State University Physician Group 2010 - 2011
Brickmill Marketing Services 2010 - 2011
TD Ameritrade January 2010 - April 2010
New York University 2009 - 2010
GHX Europe 2009 - 2010
HealthPartners 2007 - 2010
Skills
Requirements Analysis, Databases, SDLC, HL7, Healthcare Information..., Unix, MUMPS, Intersystems Cache, Project Management, Software Development, SQL, COS, JavaScript, HSII, C#, Problem Solving, CSP, Ensemble, XML Schema, M/SQL, HIPAA, UB-92, HealthShare, GT.M, DSM, MSM, DTM, OpenVMS, VistA, ISM, IDX/GE, ADS, C, C++, Mobile Applications, EDI, Insurance, Geocoding, Banking, Investment Banking, PCs, MEDecision, WEBLINK, Zen, customized software, ODBC, SLA, EDI ANSI X12, AIX, Web Services
Education
New Jersey Institute of Technology 1987 — 1991
Master's degree, Computer Science
New Century Health 2011 - Present
ADC 2007 - Present
Bartlett Nuclear February 2004 - Present
4W, Inc. October 1996 - Present
Wayne State University Physician Group 2010 - 2011
Brickmill Marketing Services 2010 - 2011
TD Ameritrade January 2010 - April 2010
New York University 2009 - 2010
GHX Europe 2009 - 2010
HealthPartners 2007 - 2010
Skills
Requirements Analysis, Databases, SDLC, HL7, Healthcare Information..., Unix, MUMPS, Intersystems Cache, Project Management, Software Development, SQL, COS, JavaScript, HSII, C#, Problem Solving, CSP, Ensemble, XML Schema, M/SQL, HIPAA, UB-92, HealthShare, GT.M, DSM, MSM, DTM, OpenVMS, VistA, ISM, IDX/GE, ADS, C, C++, Mobile Applications, EDI, Insurance, Geocoding, Banking, Investment Banking, PCs, MEDecision, WEBLINK, Zen, customized software, ODBC, SLA, EDI ANSI X12, AIX, Web Services
Education
New Jersey Institute of Technology 1987 — 1991
Master's degree, Computer Science
Sreekumar Velupula Sreekumar Velupula's TD Ameritrade Experience October 2009 - April 2011
Job Sr Informatica Data Quality Developer at PAREXEL
Industry Information Technology and Services
Experience
PAREXEL July 2015 - Present
Primasoft Inc January 2010 - Present
Evariant December 2014 - June 2015
EMC August 2013 - October 2014
CVS Caremark Corporation September 2012 - July 2013
EMC November 2011 - August 2012
Philips Healthcare May 2011 - October 2011
TD Ameritrade October 2009 - April 2011
MAKEUP Solutions January 2007 - January 2008
Skills
Informatica, Data Warehousing, SQL, Oracle, Business Objects, Data Modeling, Microsoft SQL Server, OBIEE, Netezza, Performance Tuning, ETL, Unix Shell Scripting, SDLC, Toad, Unix, Data Warehouse..., Shell Scripting, ODI, Greenplum, Control M, Tidal Enterprise..., Subversion, PLSQL, PL/SQL
Education
Northwestern Polytechnic University 2008 — 2009
Master's Degree, Electrical Engineering, 3.5
PRRM Engineering College Hyderabad India 2003 — 2007
Bachelor of enginnering, Electrical and Electronics Engineering, 3.1
Jawahar Navodaya Vidyalaya Warangal 1996 — 2003
High School
PAREXEL July 2015 - Present
Primasoft Inc January 2010 - Present
Evariant December 2014 - June 2015
EMC August 2013 - October 2014
CVS Caremark Corporation September 2012 - July 2013
EMC November 2011 - August 2012
Philips Healthcare May 2011 - October 2011
TD Ameritrade October 2009 - April 2011
MAKEUP Solutions January 2007 - January 2008
Skills
Informatica, Data Warehousing, SQL, Oracle, Business Objects, Data Modeling, Microsoft SQL Server, OBIEE, Netezza, Performance Tuning, ETL, Unix Shell Scripting, SDLC, Toad, Unix, Data Warehouse..., Shell Scripting, ODI, Greenplum, Control M, Tidal Enterprise..., Subversion, PLSQL, PL/SQL
Education
Northwestern Polytechnic University 2008 — 2009
Master's Degree, Electrical Engineering, 3.5
PRRM Engineering College Hyderabad India 2003 — 2007
Bachelor of enginnering, Electrical and Electronics Engineering, 3.1
Jawahar Navodaya Vidyalaya Warangal 1996 — 2003
High School
Karen Ganzlin's TD Ameritrade Experience October 2005 - Present
Job EVP, Chief Human Resources Officer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2005 - Present
TD Bank Group May 1982 - September 2005
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Human Resources, Deferred Compensation, Employee Benefits, Organizational Design, Recruiting, Executive Committee,..., Organizational..., Organizational..., Organizational..., Employee Relations
Education
Northwestern University
University of Calgary 1978 — 1982
Bachelor of Arts (B.A.), Economics
TD Ameritrade October 2005 - Present
TD Bank Group May 1982 - September 2005
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Human Resources, Deferred Compensation, Employee Benefits, Organizational Design, Recruiting, Executive Committee,..., Organizational..., Organizational..., Organizational..., Employee Relations
Education
Northwestern University
University of Calgary 1978 — 1982
Bachelor of Arts (B.A.), Economics
Jason Bunker Jason Bunker's TD Ameritrade Experience November 1997 - April 2007
Job Owner, 519 Real Estate at Peak Realty Ltd.
Industry Real Estate
Experience
519 Real Estate at Peak Realty Ltd. April 2013 - Present
TD Ameritrade November 1997 - April 2007
Skills
Home Staging, Marketing Strategy, Contract Negotiations, Contract Negotiation, Customer Service, Negotiation, Investments, Selling, Residential Homes, Real Estate Transactions, Real Estate, Marketing, Team Leadership, Investment Properties, Small Business, Referrals
Education
The University of New Mexico 1995 — 1997
Bachelor of Business Administration, Finance
New Mexico State University 1992 — 1995
Bachelor's degree, Finance
519 Real Estate at Peak Realty Ltd. April 2013 - Present
TD Ameritrade November 1997 - April 2007
Skills
Home Staging, Marketing Strategy, Contract Negotiations, Contract Negotiation, Customer Service, Negotiation, Investments, Selling, Residential Homes, Real Estate Transactions, Real Estate, Marketing, Team Leadership, Investment Properties, Small Business, Referrals
Education
The University of New Mexico 1995 — 1997
Bachelor of Business Administration, Finance
New Mexico State University 1992 — 1995
Bachelor's degree, Finance
Samuel Lu, CEP's TD Ameritrade Experience April 2010 - October 2011
Job Vice President Total Rewards at Markit
Industry Financial Services
Experience
Markit May 2014 - April 2015
Thomson Reuters December 2012 - May 2014
MF Global October 2011 - June 2012
TD Ameritrade April 2010 - October 2011
Vertex Pharmaceuticals April 2008 - April 2010
E*Trade Financial September 2006 - April 2008
JPMorgan Chase May 2005 - September 2005
Merrill Lynch January 2002 - May 2002
Skills
Series 7, Series 63, Equities, Executive Pay, Deferred Compensation, Series 24, Mergers, Securities, Options, Financial Services, Stocks, Mutual Funds, FINRA, Wealth Management, Mergers & Acquisitions, PeopleSoft, Analysis
Education
New York University 2002 — 2005
Bachelor, Economics
Townsend Harris High School 2000 — 2002
Markit May 2014 - April 2015
Thomson Reuters December 2012 - May 2014
MF Global October 2011 - June 2012
TD Ameritrade April 2010 - October 2011
Vertex Pharmaceuticals April 2008 - April 2010
E*Trade Financial September 2006 - April 2008
JPMorgan Chase May 2005 - September 2005
Merrill Lynch January 2002 - May 2002
Skills
Series 7, Series 63, Equities, Executive Pay, Deferred Compensation, Series 24, Mergers, Securities, Options, Financial Services, Stocks, Mutual Funds, FINRA, Wealth Management, Mergers & Acquisitions, PeopleSoft, Analysis
Education
New York University 2002 — 2005
Bachelor, Economics
Townsend Harris High School 2000 — 2002
Joshua Young Joshua Young's TD Ameritrade Experience July 2011 - July 2013
Job Experienced product, loyalty and digital marketing strategist
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch August 2013 - Present
TD Ameritrade July 2011 - July 2013
American Express April 2008 - June 2011
American Express August 2006 - April 2008
American Express April 2004 - May 2006
American Express April 2000 - July 2002
Unisys 1999 - 1999
Skills
Product Management, Product Development, Customer Relations, Acquisition Marketing, Fundraising, Nonprofit Consulting, Partnership Development, Product Marketing, Payments, Credit Cards, Marketing Communications, Business Strategy, Process Improvement, Analytics, Strategic Partnerships, Nonprofits, Marketing, Competitive Analysis, Marketing Research, Cross-functional Team..., Strategic Planning, Product Launch, Global Marketing, Online Marketing, Digital Marketing, Segmentation, Strategy
Education
New York University 2009 — 2012
Master’s Degree, Management
New York University 2001 — 2001
Certificate, Internet Technologies
Syracuse University 1995 — 1999
Bachelor’s Degree, Marketing, Economics, Public Relations
University of New South Wales 1998 — 1998
Study Abroad
Bank of America Merrill Lynch August 2013 - Present
TD Ameritrade July 2011 - July 2013
American Express April 2008 - June 2011
American Express August 2006 - April 2008
American Express April 2004 - May 2006
American Express April 2000 - July 2002
Unisys 1999 - 1999
Skills
Product Management, Product Development, Customer Relations, Acquisition Marketing, Fundraising, Nonprofit Consulting, Partnership Development, Product Marketing, Payments, Credit Cards, Marketing Communications, Business Strategy, Process Improvement, Analytics, Strategic Partnerships, Nonprofits, Marketing, Competitive Analysis, Marketing Research, Cross-functional Team..., Strategic Planning, Product Launch, Global Marketing, Online Marketing, Digital Marketing, Segmentation, Strategy
Education
New York University 2009 — 2012
Master’s Degree, Management
New York University 2001 — 2001
Certificate, Internet Technologies
Syracuse University 1995 — 1999
Bachelor’s Degree, Marketing, Economics, Public Relations
University of New South Wales 1998 — 1998
Study Abroad
Ashley R. (Withers) Cardini, CMP's TD Ameritrade Experience April 2014 - Present
Job Sr. Specialist, Conferences and Events at TD Ameritrade
Industry Events Services
Experience
TD Ameritrade April 2014 - Present
Broadway Lights The Night November 2012 - Present
TD Ameritrade March 2012 - April 2014
TD Ameritrade March 2009 - April 2012
Philadelphia Eagles July 2008 - March 2009
Girl Scouts of Central & Southern NJ, Inc December 2007 - March 2008
Thomas/Boyd Communications May 2006 - August 2006
Skills
Event Planning, Public Relations, Event Management, Social Media, Media Relations, Marketing Communications, Marketing, Press Releases, Public Speaking, Facebook, Social Media Marketing, Corporate Events, Strategic Communications, Fundraising, Advertising, Newsletters, Corporate Communications, Social Networking, Copywriting, Internal Communications
Education
New York University 2010 — 2011
Professional Certificate, Meeting, Conferences and Event Management
Rowan University 2004 — 2008
BA - Public Relations & BA - Communication Studeies, Public Relations and Communication Studies
TD Ameritrade April 2014 - Present
Broadway Lights The Night November 2012 - Present
TD Ameritrade March 2012 - April 2014
TD Ameritrade March 2009 - April 2012
Philadelphia Eagles July 2008 - March 2009
Girl Scouts of Central & Southern NJ, Inc December 2007 - March 2008
Thomas/Boyd Communications May 2006 - August 2006
Skills
Event Planning, Public Relations, Event Management, Social Media, Media Relations, Marketing Communications, Marketing, Press Releases, Public Speaking, Facebook, Social Media Marketing, Corporate Events, Strategic Communications, Fundraising, Advertising, Newsletters, Corporate Communications, Social Networking, Copywriting, Internal Communications
Education
New York University 2010 — 2011
Professional Certificate, Meeting, Conferences and Event Management
Rowan University 2004 — 2008
BA - Public Relations & BA - Communication Studeies, Public Relations and Communication Studies
Justin Stern Justin Stern's TD Ameritrade Experience March 2014 - Present
Job Shoot for the moon, if you miss your still amongst the stars!
Industry Airlines/Aviation
Experience
TD Ameritrade March 2014 - Present
Those South beach Guys, LLC. January 2011 - Present
SRI LLC. May 2010 - Present
Clear 4 Take Off October 2012 - March 2014
Dgenn LLC. March 2011 - January 2013
Wachovia Securities Financial Network March 2008 - May 2010
Skills
Team Building, New Business Development, Investments, Business Development, Business Planning, Contract Negotiation, Marketing, Sales, Series 7, Start-ups, Strategic Financial..., Training, Business Strategy, Insurance, Mutual Funds
Education
New York University 2001 — 2005
B.S
TD Ameritrade March 2014 - Present
Those South beach Guys, LLC. January 2011 - Present
SRI LLC. May 2010 - Present
Clear 4 Take Off October 2012 - March 2014
Dgenn LLC. March 2011 - January 2013
Wachovia Securities Financial Network March 2008 - May 2010
Skills
Team Building, New Business Development, Investments, Business Development, Business Planning, Contract Negotiation, Marketing, Sales, Series 7, Start-ups, Strategic Financial..., Training, Business Strategy, Insurance, Mutual Funds
Education
New York University 2001 — 2005
B.S
Lindsey Ricart's TD Ameritrade Experience June 2009 - August 2009
Job Financial Analyst | Senior at Allstate
Industry Financial Services
Experience
Allstate March 2014 - Present
Allstate Financial April 2013 - Present
Gavilon Group, LLC June 2010 - February 2013
TD Ameritrade June 2009 - August 2009
Skills
Finance, Accounting, Financial Analysis, Risk Management, Financial Reporting, Financial Modeling, Treasury, Cash Flow, SAP, Strategic Planning, Variance Analysis, Corporate Finance, Auditing, Forecasting, Sarbanes-Oxley Act
Education
Northern Illinois University 2013 — 2015
Master of Business Administration (MBA)
University of Nebraska- Lincoln 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Allstate March 2014 - Present
Allstate Financial April 2013 - Present
Gavilon Group, LLC June 2010 - February 2013
TD Ameritrade June 2009 - August 2009
Skills
Finance, Accounting, Financial Analysis, Risk Management, Financial Reporting, Financial Modeling, Treasury, Cash Flow, SAP, Strategic Planning, Variance Analysis, Corporate Finance, Auditing, Forecasting, Sarbanes-Oxley Act
Education
Northern Illinois University 2013 — 2015
Master of Business Administration (MBA)
University of Nebraska- Lincoln 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Joseph Weinstein's TD Ameritrade Experience February 2015 - Present
Job Financial Analyst at TD Ameritrade
Industry Retail
Experience
TD Ameritrade February 2015 - Present
Oriental Trading Company May 2013 - February 2015
Oriental Trading Company August 2009 - May 2013
PETCO Animal Supplies, Inc. January 2008 - August 2009
Graybar November 2006 - October 2007
Skills
Merchandising, Budgets, Management, Forecasting, Team Leadership, Sourcing, Sales, Project Planning, Strategy, Assortment, Strategic Planning, Merchandise Planning, Marketing, Retail, Pricing, Inventory Management, Analysis, Trend Analysis
Education
Northwest Missouri State University 2001 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
TD Ameritrade February 2015 - Present
Oriental Trading Company May 2013 - February 2015
Oriental Trading Company August 2009 - May 2013
PETCO Animal Supplies, Inc. January 2008 - August 2009
Graybar November 2006 - October 2007
Skills
Merchandising, Budgets, Management, Forecasting, Team Leadership, Sourcing, Sales, Project Planning, Strategy, Assortment, Strategic Planning, Merchandise Planning, Marketing, Retail, Pricing, Inventory Management, Analysis, Trend Analysis
Education
Northwest Missouri State University 2001 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
John Rosenfeld John Rosenfeld's TD Ameritrade Experience May 2009 - September 2010
Job Head of Everyday Banking at Citizens Bank
Industry Financial Services
Experience
Citizens Bank January 2013 - Present
TD Bank, America's Most Convenient Bank September 2010 - January 2013
TD Ameritrade May 2009 - September 2010
Bank of America December 2007 - February 2009
Bank of America October 2006 - December 2007
Bank of America September 2005 - October 2006
Bank of America January 2004 - September 2005
Bank of America March 2003 - January 2004
Bank of America May 2001 - March 2003
General Electric May 1999 - May 2001
Skills
Credit Cards, Product Management, Six Sigma, Process Improvement, Pricing, Product Development, Marketing, Sales Process, Retail, Deposits, Banking, Risk Management, Strategic Planning, Relationship Management, Portfolio Management, Executive Management, Vendor Management, Retail Banking, Credit, Analytics, Change Management, Mortgage Lending, Cross-functional Team..., Management, Finance, Financial Services, Financial Risk, Strategy, Loans, Commercial Banking, Mentoring, Operations Management, Business Process..., Leadership
Education
U.S. Army 1989 — 1996
Norwich University 1985 — 1989
B.S., Mechanical Engineering
Citizens Bank January 2013 - Present
TD Bank, America's Most Convenient Bank September 2010 - January 2013
TD Ameritrade May 2009 - September 2010
Bank of America December 2007 - February 2009
Bank of America October 2006 - December 2007
Bank of America September 2005 - October 2006
Bank of America January 2004 - September 2005
Bank of America March 2003 - January 2004
Bank of America May 2001 - March 2003
General Electric May 1999 - May 2001
Skills
Credit Cards, Product Management, Six Sigma, Process Improvement, Pricing, Product Development, Marketing, Sales Process, Retail, Deposits, Banking, Risk Management, Strategic Planning, Relationship Management, Portfolio Management, Executive Management, Vendor Management, Retail Banking, Credit, Analytics, Change Management, Mortgage Lending, Cross-functional Team..., Management, Finance, Financial Services, Financial Risk, Strategy, Loans, Commercial Banking, Mentoring, Operations Management, Business Process..., Leadership
Education
U.S. Army 1989 — 1996
Norwich University 1985 — 1989
B.S., Mechanical Engineering
Jordyn Brookshire Jordyn Brookshire's TD Ameritrade Experience Retirement Account ServicesTD AmeritradeFebruary 2013 - April 2013
Job Retirement Account Services at TD Ameritrade
Industry Restaurants
Experience
TD Ameritrade Retirement Account ServicesTD AmeritradeFebruary 2013 - April 2013
Which Wich? Superior Sandwiches 2011 - 2012
Alton's Photography May 2006 - January 2010
Skills
Microsoft Office, Question Answering, Customer Driven, Customer Satisfaction, Customer Service, Phone Screening, Phone Manner, Clear Communications, Personnel Skills
Education
University of North Texas 2010 — 2012
Bachelors of Arts and Science, General Studies
Odessa College 2006 — 2010
TD Ameritrade Retirement Account ServicesTD AmeritradeFebruary 2013 - April 2013
Which Wich? Superior Sandwiches 2011 - 2012
Alton's Photography May 2006 - January 2010
Skills
Microsoft Office, Question Answering, Customer Driven, Customer Satisfaction, Customer Service, Phone Screening, Phone Manner, Clear Communications, Personnel Skills
Education
University of North Texas 2010 — 2012
Bachelors of Arts and Science, General Studies
Odessa College 2006 — 2010
Alexander Onbreyt Alexander Onbreyt's TD Ameritrade Experience January 2009 - April 2009
Job Sr. Business Analyst / CRM Specialist at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors March 2014 - Present
Lord, Abbett & Co. LLC December 2012 - February 2014
Morgan Stanley December 2009 - December 2012
Morgan Stanley May 2009 - November 2009
TD Ameritrade January 2009 - April 2009
Merrill Lynch November 2008 - January 2009
Goldman Sachs June 2008 - September 2008
Morgan Stanley May 2005 - February 2008
LeBoeuf, Lamb, Greene & MacRae June 2004 - April 2005
Dow Jones 2000 - 2003
Skills
Business Intelligence, SharePoint, Business Analysis, Visio, Microsoft Excel, Analysis, Software Documentation, Data Analysis, Strategy, Database Management, Microsoft Office, Access, SQL, Project Management, Business Objects, Oracle, Crystal Reports, Database Admin, Microsoft SQL Server, MS Project, PowerPoint, QlikView, Risk Management, Process Improvement, CRM, SQL Server, Business Requirements, Sage CRM, ProClarity, DBArtisan, T-SQL, VBA, Clarity, Quality Center, HTML + CSS, XHTML, Functional..., User Acceptance Testing, System Testing, Regression Testing
Education
New York University 2010 — 2012
Master of Science (MS), Management & Systems
Pace University - Lubin School of Business 2000 — 2003
BBA, Business Economics
Allianz Global Investors March 2014 - Present
Lord, Abbett & Co. LLC December 2012 - February 2014
Morgan Stanley December 2009 - December 2012
Morgan Stanley May 2009 - November 2009
TD Ameritrade January 2009 - April 2009
Merrill Lynch November 2008 - January 2009
Goldman Sachs June 2008 - September 2008
Morgan Stanley May 2005 - February 2008
LeBoeuf, Lamb, Greene & MacRae June 2004 - April 2005
Dow Jones 2000 - 2003
Skills
Business Intelligence, SharePoint, Business Analysis, Visio, Microsoft Excel, Analysis, Software Documentation, Data Analysis, Strategy, Database Management, Microsoft Office, Access, SQL, Project Management, Business Objects, Oracle, Crystal Reports, Database Admin, Microsoft SQL Server, MS Project, PowerPoint, QlikView, Risk Management, Process Improvement, CRM, SQL Server, Business Requirements, Sage CRM, ProClarity, DBArtisan, T-SQL, VBA, Clarity, Quality Center, HTML + CSS, XHTML, Functional..., User Acceptance Testing, System Testing, Regression Testing
Education
New York University 2010 — 2012
Master of Science (MS), Management & Systems
Pace University - Lubin School of Business 2000 — 2003
BBA, Business Economics
Andrea Short's TD Ameritrade Experience March 2007 - January 2008
Job
Industry Marketing and Advertising
Experience
Acxiom January 2014 - Present
Infinite Fortress LLC December 2012 - December 2013
Digital Evolution Group June 2009 - September 2012
iModules Software January 2008 - June 2009
TD Ameritrade March 2007 - January 2008
infoUSA May 2005 - March 2007
Skills
Email Marketing, Analysis, Strategic Planning, Direct Marketing, Project Planning, Media Planning, SEM, Management, Leadership, Marketing, Mobile Marketing, Digital Marketing, Segmentation, Integrated Marketing, Strategy, Analytics
Education
Northwest Missouri State University 2002 — 2005
BS
Acxiom January 2014 - Present
Infinite Fortress LLC December 2012 - December 2013
Digital Evolution Group June 2009 - September 2012
iModules Software January 2008 - June 2009
TD Ameritrade March 2007 - January 2008
infoUSA May 2005 - March 2007
Skills
Email Marketing, Analysis, Strategic Planning, Direct Marketing, Project Planning, Media Planning, SEM, Management, Leadership, Marketing, Mobile Marketing, Digital Marketing, Segmentation, Integrated Marketing, Strategy, Analytics
Education
Northwest Missouri State University 2002 — 2005
BS
Daryl Rush, MBA Daryl Rush, MBA's TD Ameritrade Experience April 2006 - Present
Job Private Client Division
Industry Financial Services
Experience
TD Ameritrade April 2006 - Present
American Furniture May 2005 - April 2006
Texas Trust Credit Union November 2003 - May 2005
Skills
Forecasting, Financial Modeling, Financial Analysis, Valuation, Risk Management, Series 63, Investments, Strategic Financial..., Asset Managment, Banking, Portfolio Management, Equities, Wealth Management, Corporate Finance, Alternative Investments, Finance, Mutual Funds, Securities, Trading, Credit, Asset Management, Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance and Strategy
Northwood University 1998 — 2002
Bachelor, Business Administration; Banking; Finance
TD Ameritrade April 2006 - Present
American Furniture May 2005 - April 2006
Texas Trust Credit Union November 2003 - May 2005
Skills
Forecasting, Financial Modeling, Financial Analysis, Valuation, Risk Management, Series 63, Investments, Strategic Financial..., Asset Managment, Banking, Portfolio Management, Equities, Wealth Management, Corporate Finance, Alternative Investments, Finance, Mutual Funds, Securities, Trading, Credit, Asset Management, Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance and Strategy
Northwood University 1998 — 2002
Bachelor, Business Administration; Banking; Finance
Lisa Cahan Davis's TD Ameritrade Experience 1999 - 2003
Job Development for KLCSTV, PBS Los Angeles
Industry Marketing and Advertising
Experience
Idea to Reality, LLC August 2014 - Present
Cahan Davis Marketing & Promotions April 2009 - Present
RentReporters.com February 2013 - October 2013
Century 21 Sussex & Reilly 2006 - 2009
Unit 7 (formerly LLKFB) 2004 - 2005
Datek Financial Services (TD Ameritrade) 1999 - 2003
TD Ameritrade 1999 - 2003
Pickholz Tweedy & Company February 1999 - December 1999
GE Capital 1996 - 1998
Discover Financial Services 1990 - 1993
Skills
Integrated Marketing, Marketing Strategy, Customer Lifecycle..., Customer Acquisition, Brand Development, Event Planning, Lead Generation, Digital Marketing, Account Management, Budget Development, Analysis, Government Relations, Retention, Promotions, Content Development, Customer Retention, SEO, Online Marketing, Direct Marketing, Direct Mail, Advertising, New Business Development, Marketing, E-commerce, Marketing Communications, Business Strategy, Creative Direction, Public Relations, Marketing Management, Competitive Analysis, Social Media, Email Marketing, CRM, SEM, Strategy, Brand Management, B2B, Multi-channel Marketing, Start-ups, Market Planning, Entrepreneurship, Business Development, Content Strategy, Blogging, Management, Social Media Marketing, Leadership, Sales, Online Advertising, Strategic Planning
Education
Northwestern University 1992 — 1993
Univ. College: Management of New Products and Database Management
Southern Methodist University 1982 — 1986
BFA & BBA, Journalism (BFA) and Marketing (BBA)
New Trier High School
Idea to Reality, LLC August 2014 - Present
Cahan Davis Marketing & Promotions April 2009 - Present
RentReporters.com February 2013 - October 2013
Century 21 Sussex & Reilly 2006 - 2009
Unit 7 (formerly LLKFB) 2004 - 2005
Datek Financial Services (TD Ameritrade) 1999 - 2003
TD Ameritrade 1999 - 2003
Pickholz Tweedy & Company February 1999 - December 1999
GE Capital 1996 - 1998
Discover Financial Services 1990 - 1993
Skills
Integrated Marketing, Marketing Strategy, Customer Lifecycle..., Customer Acquisition, Brand Development, Event Planning, Lead Generation, Digital Marketing, Account Management, Budget Development, Analysis, Government Relations, Retention, Promotions, Content Development, Customer Retention, SEO, Online Marketing, Direct Marketing, Direct Mail, Advertising, New Business Development, Marketing, E-commerce, Marketing Communications, Business Strategy, Creative Direction, Public Relations, Marketing Management, Competitive Analysis, Social Media, Email Marketing, CRM, SEM, Strategy, Brand Management, B2B, Multi-channel Marketing, Start-ups, Market Planning, Entrepreneurship, Business Development, Content Strategy, Blogging, Management, Social Media Marketing, Leadership, Sales, Online Advertising, Strategic Planning
Education
Northwestern University 1992 — 1993
Univ. College: Management of New Products and Database Management
Southern Methodist University 1982 — 1986
BFA & BBA, Journalism (BFA) and Marketing (BBA)
New Trier High School
Barrett Vossler's TD Ameritrade Experience April 2014 - February 2015
Job Trading Solutions Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade (Thinkorswim) February 2015 - Present
TD Ameritrade April 2014 - February 2015
First National Bank of Altus May 2013 - July 2013
Skills
Portfolio Management, Credit Analysis, Commercial Banking, Credit Risk, Commercial Lending, Banking, Retail Banking, Cash Management, Financial Analysis, Finance, Consumer Lending, Payments, Credit, Credit Cards, Financial Services, Securities, Branch Banking, Sales, Mutual Funds, Operational Risk..., Financial Modeling, Deposits, Social Media, Microsoft Word
Education
Oklahoma State University 2010 — 2013
Bachelor of Science (B.S.), Finance, General
TD Ameritrade (Thinkorswim) February 2015 - Present
TD Ameritrade April 2014 - February 2015
First National Bank of Altus May 2013 - July 2013
Skills
Portfolio Management, Credit Analysis, Commercial Banking, Credit Risk, Commercial Lending, Banking, Retail Banking, Cash Management, Financial Analysis, Finance, Consumer Lending, Payments, Credit, Credit Cards, Financial Services, Securities, Branch Banking, Sales, Mutual Funds, Operational Risk..., Financial Modeling, Deposits, Social Media, Microsoft Word
Education
Oklahoma State University 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Samantha Molozanov's TD Ameritrade Experience June 2015 - Present
Job CoFounder of NeXT Stop Project
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
NeXT Stop Project December 2012 - Present
New York University January 2012 - May 2015
Memorial Sloan-Kettering Cancer Center June 2014 - August 2014
Prague Wandering August 2013 - December 2013
Collective June 2013 - August 2013
Pond Mobile June 2012 - August 2012
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economic Policy
Millburn Senior High School 2007 — 2011
Diploma
TD Ameritrade June 2015 - Present
NeXT Stop Project December 2012 - Present
New York University January 2012 - May 2015
Memorial Sloan-Kettering Cancer Center June 2014 - August 2014
Prague Wandering August 2013 - December 2013
Collective June 2013 - August 2013
Pond Mobile June 2012 - August 2012
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economic Policy
Millburn Senior High School 2007 — 2011
Diploma
Tracy Hansen Tracy Hansen's TD Ameritrade Experience May 2011 - Present
Job Passionate about inspiring TD Ameritrade's associates and clients to pursue their goals with confidence
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
TD Ameritrade October 2009 - May 2011
TD Ameritrade August 2007 - October 2009
C&A Industries January 2002 - August 2007
Education
Northwest Missouri State University 1993 — 1997
Psychology
TD Ameritrade May 2011 - Present
TD Ameritrade October 2009 - May 2011
TD Ameritrade August 2007 - October 2009
C&A Industries January 2002 - August 2007
Education
Northwest Missouri State University 1993 — 1997
Psychology
Julie Shannon-Phelan Julie Shannon-Phelan's TD Ameritrade Experience September 2013 - Present
Job Relationship Manager at TD Ameritrade Trust
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Williams-Sonoma, Inc. November 2011 - September 2013
Coach, Inc. March 2005 - September 2013
Emerge P.C. April 2008 - September 2011
Circle Graphics February 2009 - April 2009
Pro-Active Chiropractic April 2007 - October 2008
Anthropologie 2006 - 2008
Skills
Lean Thinking, Organizational..., Customer Service, Leadership, Operations Management, Training Facilitation, Process Improvement, Leadership Development, Driving Results, Editing, Merchandise Planning, Retail Sales, Loss Prevention, Management, Retail, Inventory Management, Store Operations, Sales, Research, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Inventory Control, POS, Public Relations, Window Displays, Marketing Strategy, Account Management, New Store Openings, Team Building, Lean Manufacturing, Operational Efficiency, Communication, Visual Merchandising, Creative Strategy, Training, Merchandising, Marketing, Store Management, Coaching, Outlook
Education
University of Colorado at Boulder 2007 — 2009
Bachelor of Arts (B.A.), Psychology
Oklahoma State University 2001 — 2005
Human Development and Family Sciences, General
TD Ameritrade September 2013 - Present
Williams-Sonoma, Inc. November 2011 - September 2013
Coach, Inc. March 2005 - September 2013
Emerge P.C. April 2008 - September 2011
Circle Graphics February 2009 - April 2009
Pro-Active Chiropractic April 2007 - October 2008
Anthropologie 2006 - 2008
Skills
Lean Thinking, Organizational..., Customer Service, Leadership, Operations Management, Training Facilitation, Process Improvement, Leadership Development, Driving Results, Editing, Merchandise Planning, Retail Sales, Loss Prevention, Management, Retail, Inventory Management, Store Operations, Sales, Research, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Inventory Control, POS, Public Relations, Window Displays, Marketing Strategy, Account Management, New Store Openings, Team Building, Lean Manufacturing, Operational Efficiency, Communication, Visual Merchandising, Creative Strategy, Training, Merchandising, Marketing, Store Management, Coaching, Outlook
Education
University of Colorado at Boulder 2007 — 2009
Bachelor of Arts (B.A.), Psychology
Oklahoma State University 2001 — 2005
Human Development and Family Sciences, General
Kirk Peterson Kirk Peterson's TD Ameritrade Experience February 2012 - Present
Job Senior Marketing Manager at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade February 2012 - Present
Havas Worldwide April 2010 - February 2012
Ogilvy & Mather April 2006 - April 2010
Havas Worldwide December 2004 - April 2006
Skills
Integrated Marketing, Advertising, Online Advertising, Social Media, Media, Project Management, Marketing Budget..., Marketing Strategy, Marketing Communications, Marketing Research, Branding & Identity, Brand Positioning..., Digital Strategy, Interactive Marketing, Email Marketing, Creative Strategy, Digital Marketing
Education
New York University 2000 — 2004
BA
TD Ameritrade February 2012 - Present
Havas Worldwide April 2010 - February 2012
Ogilvy & Mather April 2006 - April 2010
Havas Worldwide December 2004 - April 2006
Skills
Integrated Marketing, Advertising, Online Advertising, Social Media, Media, Project Management, Marketing Budget..., Marketing Strategy, Marketing Communications, Marketing Research, Branding & Identity, Brand Positioning..., Digital Strategy, Interactive Marketing, Email Marketing, Creative Strategy, Digital Marketing
Education
New York University 2000 — 2004
BA
Jordan Lockhart's TD Ameritrade Experience September 2014 - May 2015
Job Lead Teacher
Industry Education Management
Experience
Children's Learning Adventure July 2015 - Present
TD Ameritrade September 2014 - May 2015
Nordstrom June 2014 - August 2014
White House Black Market August 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Sales, Leadership, Data Analysis
Education
Texas Tech University 2011 — 2014
Bachelor of Arts (B.A.), Psychology
Oklahoma State University 2010 — 2011
Psychology
Children's Learning Adventure July 2015 - Present
TD Ameritrade September 2014 - May 2015
Nordstrom June 2014 - August 2014
White House Black Market August 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Sales, Leadership, Data Analysis
Education
Texas Tech University 2011 — 2014
Bachelor of Arts (B.A.), Psychology
Oklahoma State University 2010 — 2011
Psychology
Earl D. Thomas's TD Ameritrade Experience August 2004 - March 2007
Job Business Analyst | AGILE | UAT | Project Management | Web Designer | PMP Candidate
Industry Information Technology and Services
Experience
Robert Half Technology October 2014 - Present
The Servant House June 2012 - August 2014
Robert Half Technology February 2014 - March 2014
JPMorgan Chase June 2011 - December 2013
TIAA-CREF September 2007 - June 2011
Metropolitan Black Chamber of Commerce March 2008 - October 2009
Morgan Stanley February 2007 - August 2007
TD Ameritrade August 2004 - March 2007
TAC Worldwide August 2004 - March 2005
Skills
Business Requirements, Quality Assurance, User Acceptance Testing, Web Design, Project Management, Banking, Business Analysis, Requirements Gathering, Visio, Public Speaking, Meeting Facilitation, SDLC, UAT coordination, Hewlett Packard Quality..., Microsoft Word, SQL, Microsoft Excel, Microsoft Visio, Adobe Dreamweaver, Adobe Photoshop, Microsoft Access, MSP, Business Analysis..., Business Relationships, Project Documentation, Financial Analysis, Multi-Level..., Problem Solving, Web Content Management, Online Marketing, Business Networking, Software Documentation, Business Process, Process Improvement, Test Planning, Workshop Facilitation, Documentations
Education
D and L Training 2014 — 2014
PMP Certification
Nicholls State University 1996 — 2000
Bachelor of Science (B.S.), Computer Information Systems
Nicholls State University 1996 — 2000
Associate of Science (A.S.), Business Administration
Robert Half Technology October 2014 - Present
The Servant House June 2012 - August 2014
Robert Half Technology February 2014 - March 2014
JPMorgan Chase June 2011 - December 2013
TIAA-CREF September 2007 - June 2011
Metropolitan Black Chamber of Commerce March 2008 - October 2009
Morgan Stanley February 2007 - August 2007
TD Ameritrade August 2004 - March 2007
TAC Worldwide August 2004 - March 2005
Skills
Business Requirements, Quality Assurance, User Acceptance Testing, Web Design, Project Management, Banking, Business Analysis, Requirements Gathering, Visio, Public Speaking, Meeting Facilitation, SDLC, UAT coordination, Hewlett Packard Quality..., Microsoft Word, SQL, Microsoft Excel, Microsoft Visio, Adobe Dreamweaver, Adobe Photoshop, Microsoft Access, MSP, Business Analysis..., Business Relationships, Project Documentation, Financial Analysis, Multi-Level..., Problem Solving, Web Content Management, Online Marketing, Business Networking, Software Documentation, Business Process, Process Improvement, Test Planning, Workshop Facilitation, Documentations
Education
D and L Training 2014 — 2014
PMP Certification
Nicholls State University 1996 — 2000
Bachelor of Science (B.S.), Computer Information Systems
Nicholls State University 1996 — 2000
Associate of Science (A.S.), Business Administration
Amy Niederee's TD Ameritrade Experience May 2008 - August 2008
Job Senior Underwriter at FirstComp
Industry Insurance
Experience
FirstComp September 2014 - Present
FirstComp February 2013 - September 2014
FirstComp August 2012 - February 2013
T-Mobile April 2011 - June 2012
TD Ameritrade May 2008 - August 2008
Skills
Customer Service, Insurance, Sales, Workers Compensation, Access, Cold Calling, Employee Benefits, Training, Recruiting, Customer Retention, Risk Management, Outlook, Payroll, Customer Satisfaction, Time Management
Education
Northwest Missouri State University 2005 — 2010
Bachelor of Science (BS), Business Management and Marketing
FirstComp September 2014 - Present
FirstComp February 2013 - September 2014
FirstComp August 2012 - February 2013
T-Mobile April 2011 - June 2012
TD Ameritrade May 2008 - August 2008
Skills
Customer Service, Insurance, Sales, Workers Compensation, Access, Cold Calling, Employee Benefits, Training, Recruiting, Customer Retention, Risk Management, Outlook, Payroll, Customer Satisfaction, Time Management
Education
Northwest Missouri State University 2005 — 2010
Bachelor of Science (BS), Business Management and Marketing
Venu Tirumalai Venu Tirumalai's TD Ameritrade Experience July 2009 - June 2010
Job SharePoint / Office365 Architect (PMP, TOGAF, PMIACP, MCTS)
Industry Computer Software
Experience
SuperLogix, Inc. May 2010 - Present
Ernst & Young August 2011 - November 2014
Dow Jones November 2010 - June 2011
TD Ameritrade July 2009 - June 2010
Sozoh Technologies, Inc. August 2005 - January 2009
Mitsui OSK Lines July 2003 - August 2005
Prudential Financial February 2000 - January 2002
Metrosoft May 1998 - December 1999
HSBC (RNB Bank purchased by HSBC) February 1996 - March 1997
Lucent Technologies March 1995 - January 1996
Skills
Microsoft Practice..., Sharepoint 2013, Office 365, Project Management, Enterprise Architecture, SharePoint, Windows Azure, SQL Azure, .NET, Scrum, Agile Project Management, Microsoft SQL Server, ASP.NET, Integration, Software Development, Business Analysis, C#, Solution Architecture, Microsoft Office..., Oracle, Architectures, Requirements Analysis, Visual Studio, T-SQL, Architecture, VB.NET, JavaScript, SharePoint Server, Microsoft Dynamics, SharePoint 2010, SQL Server, SharePoint..., Agile Methodologies, SDLC, Cloud Computing, IT Strategy, Enterprise Software, Management
Education
New York Institute of Technology-Old Westbury 1992 — 1994
Masters, Computer Science
SuperLogix, Inc. May 2010 - Present
Ernst & Young August 2011 - November 2014
Dow Jones November 2010 - June 2011
TD Ameritrade July 2009 - June 2010
Sozoh Technologies, Inc. August 2005 - January 2009
Mitsui OSK Lines July 2003 - August 2005
Prudential Financial February 2000 - January 2002
Metrosoft May 1998 - December 1999
HSBC (RNB Bank purchased by HSBC) February 1996 - March 1997
Lucent Technologies March 1995 - January 1996
Skills
Microsoft Practice..., Sharepoint 2013, Office 365, Project Management, Enterprise Architecture, SharePoint, Windows Azure, SQL Azure, .NET, Scrum, Agile Project Management, Microsoft SQL Server, ASP.NET, Integration, Software Development, Business Analysis, C#, Solution Architecture, Microsoft Office..., Oracle, Architectures, Requirements Analysis, Visual Studio, T-SQL, Architecture, VB.NET, JavaScript, SharePoint Server, Microsoft Dynamics, SharePoint 2010, SQL Server, SharePoint..., Agile Methodologies, SDLC, Cloud Computing, IT Strategy, Enterprise Software, Management
Education
New York Institute of Technology-Old Westbury 1992 — 1994
Masters, Computer Science
Kari Morton Kari Morton's TD Ameritrade Experience August 2013 - March 2015
Job Retirement Plan Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
TD Ameritrade August 2013 - March 2015
Verizon Wireless July 2010 - August 2013
Morton Pond Lining October 2008 - July 2012
United States Postal Service September 2000 - October 2008
Skills
Finance, Investments, Financial Planning, Financial Services, Customer Experience, Direct Sales, Risk Management, Telecommunications, Sales, Management, Customer Service, Sales Management, Leadership, Customer Retention
Education
Northeast Community College
Associate's Degree, Behavioral Sciences, A
New York Life Insurance Company March 2015 - Present
TD Ameritrade August 2013 - March 2015
Verizon Wireless July 2010 - August 2013
Morton Pond Lining October 2008 - July 2012
United States Postal Service September 2000 - October 2008
Skills
Finance, Investments, Financial Planning, Financial Services, Customer Experience, Direct Sales, Risk Management, Telecommunications, Sales, Management, Customer Service, Sales Management, Leadership, Customer Retention
Education
Northeast Community College
Associate's Degree, Behavioral Sciences, A
Ame Johnson Ame Johnson's TD Ameritrade Experience January 2013 - May 2015
Job Director of Payment Operations at Benaissance
Industry Information Technology and Services
Experience
Benaissance June 2015 - Present
TD Ameritrade January 2013 - May 2015
TD Ameritrade October 2011 - January 2013
TD Ameritrade June 2010 - October 2011
TD Ameritrade January 2008 - June 2010
Highmount Exploration & Production, LLC August 2004 - December 2007
Dominion Exploration & Production 2004 - 2007
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Risk Management, Series 7, Financial Services, Visio, Change Management, Project Portfolio..., Portfolio Management, Project Management, Cross-functional Team..., Securities, Team Leadership, Six Sigma, Analysis, MS Project, Requirements Analysis, Business Process..., PMP, Series 63
Education
Oklahoma State University
Bachelor of Science (B.S.)
Benaissance June 2015 - Present
TD Ameritrade January 2013 - May 2015
TD Ameritrade October 2011 - January 2013
TD Ameritrade June 2010 - October 2011
TD Ameritrade January 2008 - June 2010
Highmount Exploration & Production, LLC August 2004 - December 2007
Dominion Exploration & Production 2004 - 2007
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Risk Management, Series 7, Financial Services, Visio, Change Management, Project Portfolio..., Portfolio Management, Project Management, Cross-functional Team..., Securities, Team Leadership, Six Sigma, Analysis, MS Project, Requirements Analysis, Business Process..., PMP, Series 63
Education
Oklahoma State University
Bachelor of Science (B.S.)
Ben Swain's TD Ameritrade Experience December 2014 - Present
Job Investment Consultant TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
AXA July 2011 - December 2014
Prudential Retirement October 2007 - July 2011
Mercer HR Services April 1999 - September 2007
Skills
Asset Allocation..., Financial Needs Analysis, Legacy Planning, Qualified Retirement..., College Savings...
Education
Northeastern University
Finance
University of Rhode Island
Political Science
TD Ameritrade December 2014 - Present
AXA July 2011 - December 2014
Prudential Retirement October 2007 - July 2011
Mercer HR Services April 1999 - September 2007
Skills
Asset Allocation..., Financial Needs Analysis, Legacy Planning, Qualified Retirement..., College Savings...
Education
Northeastern University
Finance
University of Rhode Island
Political Science
Paul Denton, CTP Paul Denton, CTP's TD Ameritrade Experience April 2006 - January 2007
Job AVP | Project Management Consultant Asset Liability Management
Industry Financial Services
Experience
State Street February 2015 - Present
Fidelity Investments June 2013 - February 2015
UNC Kenan-Flagler July 2011 - May 2013
The Home Depot May 2012 - August 2012
Office of the Comptroller of the Currency January 2008 - July 2011
Office of the Comptroller of the Currency January 2007 - January 2008
TD Ameritrade April 2006 - January 2007
Skills
Corporate Finance, Capital Markets, Financial Institutions, Interest Rate Risk..., Credit Risk, Credit Analysis, Strategy, Liquidity Risk, Financial Analysis, ALM, Funding, Pricing Strategy, Management Consulting, Liquidity Management, Chartered Financial..., Finance, Project Management, regulatory capital, CFA Level 3 Candidate, Certified Treasury..., SPIN Sales Training, Pricing Analysis, Volunteer Management, Loan Portfolio Analysis, Price Risk, Regulatory Affairs, Financial Modeling, Analysis, Financial Risk, Business Modeling, Financial Services, Leadership, Risk Management
Education
UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School 2011 — 2013
Master, Business Administration
UNIVERSITY OF SOUTH DAKOTA, Beacom School of Business 2002 — 2005
Bachelor of Business Administration, Finance Emphasis
Northern State University 2001 — 2002
BS, Finance
State Street February 2015 - Present
Fidelity Investments June 2013 - February 2015
UNC Kenan-Flagler July 2011 - May 2013
The Home Depot May 2012 - August 2012
Office of the Comptroller of the Currency January 2008 - July 2011
Office of the Comptroller of the Currency January 2007 - January 2008
TD Ameritrade April 2006 - January 2007
Skills
Corporate Finance, Capital Markets, Financial Institutions, Interest Rate Risk..., Credit Risk, Credit Analysis, Strategy, Liquidity Risk, Financial Analysis, ALM, Funding, Pricing Strategy, Management Consulting, Liquidity Management, Chartered Financial..., Finance, Project Management, regulatory capital, CFA Level 3 Candidate, Certified Treasury..., SPIN Sales Training, Pricing Analysis, Volunteer Management, Loan Portfolio Analysis, Price Risk, Regulatory Affairs, Financial Modeling, Analysis, Financial Risk, Business Modeling, Financial Services, Leadership, Risk Management
Education
UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School 2011 — 2013
Master, Business Administration
UNIVERSITY OF SOUTH DAKOTA, Beacom School of Business 2002 — 2005
Bachelor of Business Administration, Finance Emphasis
Northern State University 2001 — 2002
BS, Finance
Brittany Harper Brittany Harper's TD Ameritrade Experience December 2014 - Present
Job Executive Assistant at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade December 2014 - Present
Omaha Marriott Hotel March 2012 - December 2014
Northwest Missouri State University August 2010 - December 2011
US Property May 2011 - August 2011
Northwest Missouri State University August 2009 - May 2010
Northwest Missouri State University August 2006 - May 2010
Skills
Word, Excel, PowerPoint, Access, Outlook, Cloud Computing, ACT!, MailChimp, Craigslist, Adobe, Salesforce.com, Quickbooks, PassPoint System, Google Docs, Google Maps, Google Earth, Event Planning, Public Relations, Advertising, Hospitality, Promotions, Event Management, Budgeting, Social Media, Social Media Marketing, Press Releases, Public Speaking, Microsoft Office, Customer Service, Fundraising, Facebook, NGS, SignChannel, PunchBowl, SFAWeb, CI/TY, Cvent, StarCite, Omaha CVB, Microsoft Publisher, Social Networking, Time Management, Budgets, QuickBooks, Microsoft Excel, Microsoft Word, Marketing, Sales, Leadership, Editing
Education
Northwest Missouri State University 2010 — 2011
MBA
Northwest Missouri State University 2006 — 2010
BS, Business Management
TD Ameritrade December 2014 - Present
Omaha Marriott Hotel March 2012 - December 2014
Northwest Missouri State University August 2010 - December 2011
US Property May 2011 - August 2011
Northwest Missouri State University August 2009 - May 2010
Northwest Missouri State University August 2006 - May 2010
Skills
Word, Excel, PowerPoint, Access, Outlook, Cloud Computing, ACT!, MailChimp, Craigslist, Adobe, Salesforce.com, Quickbooks, PassPoint System, Google Docs, Google Maps, Google Earth, Event Planning, Public Relations, Advertising, Hospitality, Promotions, Event Management, Budgeting, Social Media, Social Media Marketing, Press Releases, Public Speaking, Microsoft Office, Customer Service, Fundraising, Facebook, NGS, SignChannel, PunchBowl, SFAWeb, CI/TY, Cvent, StarCite, Omaha CVB, Microsoft Publisher, Social Networking, Time Management, Budgets, QuickBooks, Microsoft Excel, Microsoft Word, Marketing, Sales, Leadership, Editing
Education
Northwest Missouri State University 2010 — 2011
MBA
Northwest Missouri State University 2006 — 2010
BS, Business Management
Curt Van Hill Curt Van Hill's TD Ameritrade Experience April 1998 - January 2001
Job Investment Officer at Everest Group, LLC
Industry Venture Capital & Private Equity
Experience
Everest Group, LLC January 2001 - Present
TD Ameritrade April 1998 - January 2001
Skills
Investments, Portfolio Management, Hedge Funds, ETFs, Tax, Private Placements, Alternative Investments, Valuation, Asset Management, Trading, Private Equity, Management, Venture Capital, Investment Banking, Financial Structuring, Equities, Emerging Markets
Education
Northwestern College 1993 — 1997
BA, Finance
Everest Group, LLC January 2001 - Present
TD Ameritrade April 1998 - January 2001
Skills
Investments, Portfolio Management, Hedge Funds, ETFs, Tax, Private Placements, Alternative Investments, Valuation, Asset Management, Trading, Private Equity, Management, Venture Capital, Investment Banking, Financial Structuring, Equities, Emerging Markets
Education
Northwestern College 1993 — 1997
BA, Finance
Henry Medina Henry Medina's TD Ameritrade Experience May 1998 - May 2000
Job Principal at Crafty Technologies, Inc
Industry Information Technology and Services
Experience
Crafty Technologies, Inc March 2006 - Present
Instinet Corporation November 2009 - October 2011
Sun Microsystems January 2008 - June 2008
The Thomson Corporation March 2007 - September 2007
V-Me Media 2007 - 2007
Computer Network Solutions August 2004 - December 2005
Ziff Brothers Investments August 2000 - January 2004
TD Ameritrade May 1998 - May 2000
United States Marine Corps May 1993 - May 1999
Skills
Information Technology, Solaris, Automation, Virtualization, Data Center, Unix, Shell Scripting, Python, Linux System..., MongoDB, Cloud Computing, NoSQL, Amazon Web Services..., Amazon EC2, Disaster Recovery, Linux, System Administration, Microsoft SQL Server
Education
New York University 2002 — 2006
BS, Information System Management
Crafty Technologies, Inc March 2006 - Present
Instinet Corporation November 2009 - October 2011
Sun Microsystems January 2008 - June 2008
The Thomson Corporation March 2007 - September 2007
V-Me Media 2007 - 2007
Computer Network Solutions August 2004 - December 2005
Ziff Brothers Investments August 2000 - January 2004
TD Ameritrade May 1998 - May 2000
United States Marine Corps May 1993 - May 1999
Skills
Information Technology, Solaris, Automation, Virtualization, Data Center, Unix, Shell Scripting, Python, Linux System..., MongoDB, Cloud Computing, NoSQL, Amazon Web Services..., Amazon EC2, Disaster Recovery, Linux, System Administration, Microsoft SQL Server
Education
New York University 2002 — 2006
BS, Information System Management
Paul Mansfeld Paul Mansfeld's TD Ameritrade Experience January 2012 - May 2012
Job at
Industry Information Services
Experience
Bank of America January 2014 - Present
TD Securities May 2012 - November 2013
TD Ameritrade January 2012 - May 2012
Macquarie Group May 2011 - February 2012
The Guardian Life Insurance Company of America November 2010 - April 2011
JPMorgan & Chase Co. February 2010 - October 2010
1800 Flowers May 2008 - October 2009
Citco May 2008 - March 2009
PTS Consulting November 2006 - April 2008
Fortis Financial Investment Bank September 2004 - November 2007
Skills
Vendor Management, PMO, Program Management, SDLC, ITIL, Integration, Project Management, Risk Management, Data Center, Management, Project Planning, Project Delivery, IT Operations, Six Sigma, IT Strategy, Disaster Recovery, Project Portfolio..., Business Analysis, Business Continuity, Change Management, Enterprise Software, IT Management, Infrastructure, Leadership, PMP, Requirements Analysis, Software Development, Software Project..., Strategy
Education
New York University - Polytechnic School of Engineering 1990 — 1992
M.S., Telecommunications & Computing Management
Stony Brook University 1982 — 1985
BS, Computer Science
PMI Institute
Bank of America January 2014 - Present
TD Securities May 2012 - November 2013
TD Ameritrade January 2012 - May 2012
Macquarie Group May 2011 - February 2012
The Guardian Life Insurance Company of America November 2010 - April 2011
JPMorgan & Chase Co. February 2010 - October 2010
1800 Flowers May 2008 - October 2009
Citco May 2008 - March 2009
PTS Consulting November 2006 - April 2008
Fortis Financial Investment Bank September 2004 - November 2007
Skills
Vendor Management, PMO, Program Management, SDLC, ITIL, Integration, Project Management, Risk Management, Data Center, Management, Project Planning, Project Delivery, IT Operations, Six Sigma, IT Strategy, Disaster Recovery, Project Portfolio..., Business Analysis, Business Continuity, Change Management, Enterprise Software, IT Management, Infrastructure, Leadership, PMP, Requirements Analysis, Software Development, Software Project..., Strategy
Education
New York University - Polytechnic School of Engineering 1990 — 1992
M.S., Telecommunications & Computing Management
Stony Brook University 1982 — 1985
BS, Computer Science
PMI Institute
Will Martin, CRCP Will Martin, CRCP's TD Ameritrade Experience December 2014 - Present
Job Senior Manager, Trading Regulations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Esposito Securities, LLC January 2011 - November 2014
First Southwest Company November 2009 - December 2010
Esposito Securities, LLC May 2007 - November 2009
Southwest Securities May 2000 - May 2006
Stanford Group Company 2003 - 2005
Skills
Options, Trading, Series 24, Series 7, Series 63, Securities, FINRA, Equities, Alternative Investments, Investments, Risk Management, Bloomberg, Fixed Income, AML, Electronic Trading, Due Diligence, Trading Systems, Financial Modeling, Financial Analysis, Asset Managment, Retail, ETFs, Equity Trading, Capital Markets, Derivatives, Mutual Funds, Financial Markets
Education
Wharton Business School 2012 — 2012
CRCP, Certified Regulatory and Compliance Professional
Texas A&M University-Commerce 2001 — 2002
MBA, Finance
Oklahoma State University 1993 — 1997
BS, Economics
TD Ameritrade December 2014 - Present
Esposito Securities, LLC January 2011 - November 2014
First Southwest Company November 2009 - December 2010
Esposito Securities, LLC May 2007 - November 2009
Southwest Securities May 2000 - May 2006
Stanford Group Company 2003 - 2005
Skills
Options, Trading, Series 24, Series 7, Series 63, Securities, FINRA, Equities, Alternative Investments, Investments, Risk Management, Bloomberg, Fixed Income, AML, Electronic Trading, Due Diligence, Trading Systems, Financial Modeling, Financial Analysis, Asset Managment, Retail, ETFs, Equity Trading, Capital Markets, Derivatives, Mutual Funds, Financial Markets
Education
Wharton Business School 2012 — 2012
CRCP, Certified Regulatory and Compliance Professional
Texas A&M University-Commerce 2001 — 2002
MBA, Finance
Oklahoma State University 1993 — 1997
BS, Economics
Rico Tarver Rico Tarver's TD Ameritrade Experience October 2013 - September 2014
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Scottrade September 2014 - June 2015
TD Ameritrade October 2013 - September 2014
Managers Investment Group April 2010 - October 2013
Managers Investment Group December 2007 - April 2010
Marketing Werks February 2006 - June 2007
Cynergy Data 2007 - 2007
Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning
Education
Northwestern University 2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice
Fidelity Investments June 2015 - Present
Scottrade September 2014 - June 2015
TD Ameritrade October 2013 - September 2014
Managers Investment Group April 2010 - October 2013
Managers Investment Group December 2007 - April 2010
Marketing Werks February 2006 - June 2007
Cynergy Data 2007 - 2007
Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning
Education
Northwestern University 2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice
Pong Leung Pong Leung's TD Ameritrade Experience August 2015 - Present
Job Retail Strategy Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2015 - Present
Campbell Soup Company February 2015 - August 2015
mOSa Marketing May 2014 - August 2014
Great Point Capital 2004 - 2013
Skills
Electronic Trading, Proprietary Trading, Equities, Trading, Trading Strategies, Series 7, Trading Systems, Equity Trading, Financial Markets, Financial Modeling, Derivatives, Marketing Research, Marketing Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA), Marketing and Marketing Research, Insights & Analytics, 3.86 GPA
Northwestern University 2000 — 2004
BS, Materials Engineering, Economics, 3.55 GPA
East Brunswick High School 1998 — 2000
TD Ameritrade August 2015 - Present
Campbell Soup Company February 2015 - August 2015
mOSa Marketing May 2014 - August 2014
Great Point Capital 2004 - 2013
Skills
Electronic Trading, Proprietary Trading, Equities, Trading, Trading Strategies, Series 7, Trading Systems, Equity Trading, Financial Markets, Financial Modeling, Derivatives, Marketing Research, Marketing Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA), Marketing and Marketing Research, Insights & Analytics, 3.86 GPA
Northwestern University 2000 — 2004
BS, Materials Engineering, Economics, 3.55 GPA
East Brunswick High School 1998 — 2000
Derek Wilhelm's TD Ameritrade Experience May 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
PNC November 2011 - May 2012
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - January 2007
Citizens Bank January 2005 - October 2006
Ameriprise Financial Services, Inc. June 2004 - January 2005
Belmont National Bank June 2001 - June 2003
Skills
Phone Sales, Microsoft Office Xp, Sales Management, Relationship Management, Investments, Retirement Planning, Retirement Plan..., Qualified Retirement..., Team Building, Separately Managed..., Investment Management, Investment Strategies, Investment Sales, New Clients, Existing Clients, Mutual Funds, Stocks, Exchange Traded Funds, Insurance, Leadership, Sales Presentations, Technical Presentations, Technical Sales...
Education
Robert Morris University 2005 — 2008
MBA, General Business MBA
Ohio University 2000 — 2004
Bachelor's, Finance
TD Ameritrade May 2012 - Present
PNC November 2011 - May 2012
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - January 2007
Citizens Bank January 2005 - October 2006
Ameriprise Financial Services, Inc. June 2004 - January 2005
Belmont National Bank June 2001 - June 2003
Skills
Phone Sales, Microsoft Office Xp, Sales Management, Relationship Management, Investments, Retirement Planning, Retirement Plan..., Qualified Retirement..., Team Building, Separately Managed..., Investment Management, Investment Strategies, Investment Sales, New Clients, Existing Clients, Mutual Funds, Stocks, Exchange Traded Funds, Insurance, Leadership, Sales Presentations, Technical Presentations, Technical Sales...
Education
Robert Morris University 2005 — 2008
MBA, General Business MBA
Ohio University 2000 — 2004
Bachelor's, Finance
Wendy Yeh Wendy Yeh's TD Ameritrade Experience July 2012 - Present
Job HR Relationship Management
Industry Human Resources
Experience
TD Ameritrade July 2012 - Present
AvePoint March 2008 - December 2011
Right Media / Yahoo! 2007 - 2008
Synovate 2006 - 2007
Hancock Rothert & Bunshoft 2003 - 2005
AllPosters.com 2000 - 2002
Skills
Talent Acquisition, Employee Relations, HRIS, Benefits Administration, Onboarding, Human Resources, Recruiting, Talent Management, Technical Recruiting, Deferred Compensation, Applicant Tracking..., Performance Management, Workforce Planning, HR Policies, Succession Planning, Employment Law, Employer Branding, Employee Benefits, Employee Engagement, College Recruiting, Executive Search, FMLA, Internet Recruiting, Interviews, Leadership, Management, Organizational..., Personnel Management, Policy, Screening, Sourcing, Team Building, Team Management
Education
New York University
M.S. in Human Resources Management and Development
University of California, Berkeley 1996 — 2001
Bachelor of Arts (B.A.)
TD Ameritrade July 2012 - Present
AvePoint March 2008 - December 2011
Right Media / Yahoo! 2007 - 2008
Synovate 2006 - 2007
Hancock Rothert & Bunshoft 2003 - 2005
AllPosters.com 2000 - 2002
Skills
Talent Acquisition, Employee Relations, HRIS, Benefits Administration, Onboarding, Human Resources, Recruiting, Talent Management, Technical Recruiting, Deferred Compensation, Applicant Tracking..., Performance Management, Workforce Planning, HR Policies, Succession Planning, Employment Law, Employer Branding, Employee Benefits, Employee Engagement, College Recruiting, Executive Search, FMLA, Internet Recruiting, Interviews, Leadership, Management, Organizational..., Personnel Management, Policy, Screening, Sourcing, Team Building, Team Management
Education
New York University
M.S. in Human Resources Management and Development
University of California, Berkeley 1996 — 2001
Bachelor of Arts (B.A.)
Jason Patel Jason Patel's TD Ameritrade Experience June 2006 - April 2007
Job Financial Analyst/ Accountant/ Manager at Oscar Investors
Industry Financial Services
Experience
Oscar Investors April 2010 - April 2011
Fidelity Investments April 2007 - April 2010
TD Ameritrade June 2006 - April 2007
Branch Banking and Trust August 2005 - April 2006
JAMUS FLP 3 “Lodging company January 2004 - August 2005
Skills
Investments, Asset Management, Financial Analysis, Forecasting, Marketing, Customer Service, Series 63, Mutual Funds, Portfolio Management, Series 7, Banking, Finance, Equities, Leadership, Accounting
Education
North Carolina State University 1999 — 2003
B.S, Business Management; Finance and Management Information Systems
Oak Ridge Military Academy 1996 — 1999
High School
Oscar Investors April 2010 - April 2011
Fidelity Investments April 2007 - April 2010
TD Ameritrade June 2006 - April 2007
Branch Banking and Trust August 2005 - April 2006
JAMUS FLP 3 “Lodging company January 2004 - August 2005
Skills
Investments, Asset Management, Financial Analysis, Forecasting, Marketing, Customer Service, Series 63, Mutual Funds, Portfolio Management, Series 7, Banking, Finance, Equities, Leadership, Accounting
Education
North Carolina State University 1999 — 2003
B.S, Business Management; Finance and Management Information Systems
Oak Ridge Military Academy 1996 — 1999
High School
Dorian Bullerwell Dorian Bullerwell's TD Ameritrade Experience July 2013 - Present
Job Software Developer at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade July 2013 - Present
App Holes LLC January 2014 - Present
Ateb, Inc. April 2011 - June 2013
Bandwidth.com August 2012 - December 2012
Skills
Java, JavaScript, jQuery, C++, x86 Assembly, Python, SQL, PostgreSQL, MySQL, Perl, SAS, CSS3, HTML 5, JSP
Education
North Carolina State University 2007 — 2012
Bachelor of Science (BS), Computer Science
TD Ameritrade July 2013 - Present
App Holes LLC January 2014 - Present
Ateb, Inc. April 2011 - June 2013
Bandwidth.com August 2012 - December 2012
Skills
Java, JavaScript, jQuery, C++, x86 Assembly, Python, SQL, PostgreSQL, MySQL, Perl, SAS, CSS3, HTML 5, JSP
Education
North Carolina State University 2007 — 2012
Bachelor of Science (BS), Computer Science
Debra Fulco's TD Ameritrade Experience January 2011 - January 2012
Job
Industry Banking
Experience
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions June 2012 - September 2013
TD Ameritrade January 2011 - January 2012
Wells Fargo July 2009 - January 2011
JPMorgan Chase July 2004 - December 2008
IBJ Whitehall Bank & Trust Co July 1989 - April 2003
Skills
Test Scripts, Business Analysis, Treasury Management, Visio, Vendor Management, Process Improvement, Business Requirements, Payments, Requirements Gathering, Project Management, Financial Services, Software Documentation, Integration
Education
Kingsbough Community College 1982 — 1985
AAS, Accounting
New York University
Certification in Financial Analysis
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions June 2012 - September 2013
TD Ameritrade January 2011 - January 2012
Wells Fargo July 2009 - January 2011
JPMorgan Chase July 2004 - December 2008
IBJ Whitehall Bank & Trust Co July 1989 - April 2003
Skills
Test Scripts, Business Analysis, Treasury Management, Visio, Vendor Management, Process Improvement, Business Requirements, Payments, Requirements Gathering, Project Management, Financial Services, Software Documentation, Integration
Education
Kingsbough Community College 1982 — 1985
AAS, Accounting
New York University
Certification in Financial Analysis
Dennis Lumbao's TD Ameritrade Experience 2000 - 2001
Job
Industry Hospital & Health Care
Experience
Mount Sinai Health System May 2015 - Present
Research Foundation of The City University of New York January 2012 - May 2015
New York Presbyterian Hospital August 2010 - January 2012
New York Presbyterian Hospital August 2010 - August 2011
UBS Wealth Management July 2006 - December 2010
ID90 Travel April 2005 - April 2006
TD Ameritrade 2000 - 2001
Skills
Business Analysis, Competitive Analysis, Compliance, Analysis, Business Intelligence, Project Management, Project Planning, File Management, FileMaker, Microsoft Excel, Microsoft Word, PowerPoint, Change Management, SWOT analysis, IRB, Supervisory Experience, Staff Supervision, MBA, Management Consulting, Operational Streamlining, Operational Efficiency, Outlook, Cross-functional Team..., Performance Management, Data Analysis, Research, Risk Management, Financial Analysis, Investments, Strategic Planning, Program Management, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA
University of Notre Dame 1997 — 1999
BA
Northeastern University 1994 — 1995
Queen of Peace High School 1990 — 1994
High School Diploma
Mount Sinai Health System May 2015 - Present
Research Foundation of The City University of New York January 2012 - May 2015
New York Presbyterian Hospital August 2010 - January 2012
New York Presbyterian Hospital August 2010 - August 2011
UBS Wealth Management July 2006 - December 2010
ID90 Travel April 2005 - April 2006
TD Ameritrade 2000 - 2001
Skills
Business Analysis, Competitive Analysis, Compliance, Analysis, Business Intelligence, Project Management, Project Planning, File Management, FileMaker, Microsoft Excel, Microsoft Word, PowerPoint, Change Management, SWOT analysis, IRB, Supervisory Experience, Staff Supervision, MBA, Management Consulting, Operational Streamlining, Operational Efficiency, Outlook, Cross-functional Team..., Performance Management, Data Analysis, Research, Risk Management, Financial Analysis, Investments, Strategic Planning, Program Management, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA
University of Notre Dame 1997 — 1999
BA
Northeastern University 1994 — 1995
Queen of Peace High School 1990 — 1994
High School Diploma
Nichole Gorman's TD Ameritrade Experience February 1999 - July 2005
Job Administrative Assistant
Industry Retail
Experience
Kohl's Department Stores January 2012 - Present
Kohl's Department Stores November 2010 - January 2012
TD Ameritrade February 1999 - July 2005
Skills
Research, Outlook, English, Microsoft Word, Team Leadership, Teaching, Tutoring, Leadership, Fundraising, Event Planning, Photoshop, Windows, Social Media, Administrative..., PowerPoint, Customer Service, Microsoft Excel, Data Entry, Teamwork, Programming, Editing
Education
Northern Arizona University 2006 — 2008
Kohl's Department Stores January 2012 - Present
Kohl's Department Stores November 2010 - January 2012
TD Ameritrade February 1999 - July 2005
Skills
Research, Outlook, English, Microsoft Word, Team Leadership, Teaching, Tutoring, Leadership, Fundraising, Event Planning, Photoshop, Windows, Social Media, Administrative..., PowerPoint, Customer Service, Microsoft Excel, Data Entry, Teamwork, Programming, Editing
Education
Northern Arizona University 2006 — 2008
Nyron Davidson's TD Ameritrade Experience May 2011 - December 2012
Job Managing Director at The Alacer Group
Industry Financial Services
Experience
The Alacer Group July 2014 - Present
The Alacer Group February 2014 - July 2014
The Alacer Group January 2013 - January 2014
TD Ameritrade May 2011 - December 2012
DTCC October 2008 - May 2011
DTCC January 2008 - September 2008
US Department of The Treasury December 2004 - January 2008
Caribbean Anti-Money Laundering Programme (CALP) - CFATF December 2001 - November 2004
Federal Reserve Bank of New York 1996 - 2001
Bank of Boston January 1991 - June 1996
Skills
Training, FCPA, AML, KYC, Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, OFAC, Risk Assessment, Internal Audit, USA PATRIOT Act, Internal Controls, Securities, Auditing, Certified Fraud Examiner, Anti Money Laundering
Education
Center for Graduate Studies 1995 — 1996
Advanced Graduate Study, Banking & Financial Services
University of Massachusetts Boston 1994 — 1996
MBA, Accounting/Finance
Northeastern University 1988 — 1993
BSBA, Finance/Banking
Ruseas High School
Ruseas High School
The Alacer Group July 2014 - Present
The Alacer Group February 2014 - July 2014
The Alacer Group January 2013 - January 2014
TD Ameritrade May 2011 - December 2012
DTCC October 2008 - May 2011
DTCC January 2008 - September 2008
US Department of The Treasury December 2004 - January 2008
Caribbean Anti-Money Laundering Programme (CALP) - CFATF December 2001 - November 2004
Federal Reserve Bank of New York 1996 - 2001
Bank of Boston January 1991 - June 1996
Skills
Training, FCPA, AML, KYC, Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, OFAC, Risk Assessment, Internal Audit, USA PATRIOT Act, Internal Controls, Securities, Auditing, Certified Fraud Examiner, Anti Money Laundering
Education
Center for Graduate Studies 1995 — 1996
Advanced Graduate Study, Banking & Financial Services
University of Massachusetts Boston 1994 — 1996
MBA, Accounting/Finance
Northeastern University 1988 — 1993
BSBA, Finance/Banking
Ruseas High School
Ruseas High School
Mitsui Dave's TD Ameritrade Experience January 2000 - May 2007
Job Manager, GIT Infrastructure Dev at Colgate Palmolive
Industry Financial Services
Experience
Colgate Palmolive August 2012 - Present
Thomson Reuters June 2007 - February 2012
TD Ameritrade January 2000 - May 2007
TD Waterhouse January 2000 - January 2006
Skills
DNS, Active Directory, IIS, project management, Unix Administration, Systems Engineering, Windows, Unix
Education
New Jersey Institute of Technology 1994 — 1998
BS, computer science
Colgate Palmolive August 2012 - Present
Thomson Reuters June 2007 - February 2012
TD Ameritrade January 2000 - May 2007
TD Waterhouse January 2000 - January 2006
Skills
DNS, Active Directory, IIS, project management, Unix Administration, Systems Engineering, Windows, Unix
Education
New Jersey Institute of Technology 1994 — 1998
BS, computer science
Leanne Collier's TD Ameritrade Experience August 2010 - December 2011
Job Executive Search Consultant at Korn Ferry
Industry Management Consulting
Experience
Korn/Ferry International October 2013 - Present
OTR Partners, LLC January 2012 - October 2013
TD Ameritrade August 2010 - December 2011
TD Ameritrade July 2009 - July 2010
TD Ameritrade December 2008 - July 2009
OTR Partners, LLC August 2008 - December 2008
Hodge Partners July 2006 - August 2008
Heidrick & Struggles August 2005 - August 2006
Rhodes Associates March 2004 - August 2005
Heidrick & Struggles 2000 - 2004
Skills
Talent Acquisition, Direct Recruiting, HR Software, Hiring Practices, Recruitment/Retention, Candidate Assessment, Organizational..., Organizational Design, Change Management, Business Solutions, Executive Coaching, Technology Management, IT Security Policies, IT Security Operations, Corporate Communications, Strategic Planning, Strategic Sourcing, IT Strategy, Strategic Partnerships, Leveraging Strategic..., Information Technology, Technology Recruitment, Recruiting, Business Intelligence, Vendor Management, Executive Search, Human Resources, Talent Management, Management, Training, Leadership, Outsourcing, Negotiation, Financial Services, Professional Services, Analysis, Enterprise Software, Strategy, Sourcing, Hiring, Contract Negotiation, Governance, Applicant Tracking...
Education
New York Law School 1993 — 1996
Juris Doctor
Hofstra University 1991 — 1993
B.A., English Major; Philosophy Minor
The University of Texas at Arlington 1989 — 1991
English; Philosophy
Korn/Ferry International October 2013 - Present
OTR Partners, LLC January 2012 - October 2013
TD Ameritrade August 2010 - December 2011
TD Ameritrade July 2009 - July 2010
TD Ameritrade December 2008 - July 2009
OTR Partners, LLC August 2008 - December 2008
Hodge Partners July 2006 - August 2008
Heidrick & Struggles August 2005 - August 2006
Rhodes Associates March 2004 - August 2005
Heidrick & Struggles 2000 - 2004
Skills
Talent Acquisition, Direct Recruiting, HR Software, Hiring Practices, Recruitment/Retention, Candidate Assessment, Organizational..., Organizational Design, Change Management, Business Solutions, Executive Coaching, Technology Management, IT Security Policies, IT Security Operations, Corporate Communications, Strategic Planning, Strategic Sourcing, IT Strategy, Strategic Partnerships, Leveraging Strategic..., Information Technology, Technology Recruitment, Recruiting, Business Intelligence, Vendor Management, Executive Search, Human Resources, Talent Management, Management, Training, Leadership, Outsourcing, Negotiation, Financial Services, Professional Services, Analysis, Enterprise Software, Strategy, Sourcing, Hiring, Contract Negotiation, Governance, Applicant Tracking...
Education
New York Law School 1993 — 1996
Juris Doctor
Hofstra University 1991 — 1993
B.A., English Major; Philosophy Minor
The University of Texas at Arlington 1989 — 1991
English; Philosophy
Amanda Roe's TD Ameritrade Experience June 2014 - Present
Job Assistant Team Manager, Cash Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade April 2013 - June 2014
TD Ameritrade November 2012 - April 2013
Texas Health Resources August 2011 - February 2012
University of Oklahoma/OWIPA February 2010 - June 2011
Sapulpa Public Schools November 2009 - February 2010
Ability Resources, Inc. July 2007 - October 2009
Oklahoma State University January 2007 - May 2007
Skills
Microsoft Office, Event Planning, Microsoft Word, Public Speaking, Leadership Development, Customer Service, PowerPoint, Microsoft Excel, Employee Relations, Strategic Planning
Education
Oklahoma State University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
TD Ameritrade June 2014 - Present
TD Ameritrade April 2013 - June 2014
TD Ameritrade November 2012 - April 2013
Texas Health Resources August 2011 - February 2012
University of Oklahoma/OWIPA February 2010 - June 2011
Sapulpa Public Schools November 2009 - February 2010
Ability Resources, Inc. July 2007 - October 2009
Oklahoma State University January 2007 - May 2007
Skills
Microsoft Office, Event Planning, Microsoft Word, Public Speaking, Leadership Development, Customer Service, PowerPoint, Microsoft Excel, Employee Relations, Strategic Planning
Education
Oklahoma State University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Denzil Thomas's TD Ameritrade Experience February 1999 - June 2006
Job Technology
Industry Information Technology and Services
Experience
Technology March 2013 - Present
Undisclosed Location 2011 - 2013
Support Engineer July 2008 - September 2012
TD Ameritrade February 1999 - June 2006
TD Waterhouse 1997 - 2003
J&R Music World 1994 - 1998
Skills
Vendor Management, Data Center, Windows Server, Disaster Recovery, Active Directory
Education
New York Institute of Technology
Technology March 2013 - Present
Undisclosed Location 2011 - 2013
Support Engineer July 2008 - September 2012
TD Ameritrade February 1999 - June 2006
TD Waterhouse 1997 - 2003
J&R Music World 1994 - 1998
Skills
Vendor Management, Data Center, Windows Server, Disaster Recovery, Active Directory
Education
New York Institute of Technology
Phyllis Nelson's TD Ameritrade Experience 1996 - 2007
Job Compliance Auditor at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services 2012 - Present
Securities America 2007 - 2011
TD AMERITRADE 1996 - 2007
Skills
Securities, Series 7, FINRA, Series 24, Mutual Funds, Uniform Combined State..., Risk Management, Series 63, Series 65, Financial Services, AML, Retirement Planning, Investments, Fixed Income, Bonds, Asset Management, Investment Advisory
Education
Oklahoma City University School of Law 1986 — 1989
JD
SMITH HAYES Financial Services 2012 - Present
Securities America 2007 - 2011
TD AMERITRADE 1996 - 2007
Skills
Securities, Series 7, FINRA, Series 24, Mutual Funds, Uniform Combined State..., Risk Management, Series 63, Series 65, Financial Services, AML, Retirement Planning, Investments, Fixed Income, Bonds, Asset Management, Investment Advisory
Education
Oklahoma City University School of Law 1986 — 1989
JD
Brian Stigliano, CFP®'s TD Ameritrade Experience August 2008 - May 2014
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TD Ameritrade August 2008 - May 2014
Bank of America May 2007 - August 2008
Wells Fargo August 2006 - May 2007
Computershare January 2006 - August 2006
AXA Advisors July 2005 - January 2006
Skills
Portfolio Management, Banking, Investments, Financial Services, Relationship Management, Credit, Fixed Income, Risk Management, Finance, Business Planning, Investment Advisory, Management, Mortgage Lending, Series 7, Financial Analysis, Retirement Planning, Series 66, Uniform Combined State..., Financial Planning, Wealth Management, Mutual Funds, Securities, Asset Management, Equities, Asset Allocation, Alternative Investments, Investment Strategies
Education
NYU School of Professional Studies 2013 — 2014
Certificate in Financial Planning
The College of New Jersey 2001 — 2005
Bachelor of Science (B.S.), Business Management
TIAA-CREF May 2014 - Present
TD Ameritrade August 2008 - May 2014
Bank of America May 2007 - August 2008
Wells Fargo August 2006 - May 2007
Computershare January 2006 - August 2006
AXA Advisors July 2005 - January 2006
Skills
Portfolio Management, Banking, Investments, Financial Services, Relationship Management, Credit, Fixed Income, Risk Management, Finance, Business Planning, Investment Advisory, Management, Mortgage Lending, Series 7, Financial Analysis, Retirement Planning, Series 66, Uniform Combined State..., Financial Planning, Wealth Management, Mutual Funds, Securities, Asset Management, Equities, Asset Allocation, Alternative Investments, Investment Strategies
Education
NYU School of Professional Studies 2013 — 2014
Certificate in Financial Planning
The College of New Jersey 2001 — 2005
Bachelor of Science (B.S.), Business Management
Anthony Merritt's TD Ameritrade Experience 1992 - 2006
Job Vice President, Project Manger at Webster Bank
Industry Real Estate
Experience
Webster Bank January 2015 - Present
JLL May 2013 - December 2014
Webster Bank November 2006 - April 2013
TD Ameritrade 1992 - 2006
Skills
Project Planning, Real Estate Development, Budgets, Vendor Management, Corporate Real Estate
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
Bachelor of Business Administration (B.B.A.)
NYU
Certificate of Project Management
Webster Bank January 2015 - Present
JLL May 2013 - December 2014
Webster Bank November 2006 - April 2013
TD Ameritrade 1992 - 2006
Skills
Project Planning, Real Estate Development, Budgets, Vendor Management, Corporate Real Estate
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
Bachelor of Business Administration (B.B.A.)
NYU
Certificate of Project Management
George Giakouminakis's TD Ameritrade Experience January 2006 - April 2008
Job Associate DirectorTechnology Management & Support, NYU Langone Medical Center
Industry Information Technology and Services
Experience
NYU Medical Center May 2015 - Present
NYU Langone Medical Center 2008 - Present
NYU Langone Medical Center 2008 - Present
TD Ameritrade January 2006 - April 2008
TD Waterhouse 2000 - 2006
Thomson Financial 1996 - 1999
Skills
Disaster Recovery, Vendor Management, Data Center, System Administration, SDLC, Active Directory, ITIL, Business Continuity, Process Improvement, Program Management, Project Management
Education
New York Institute of Technology 1990 — 1994
BA, Communication ARTS
NYU Medical Center May 2015 - Present
NYU Langone Medical Center 2008 - Present
NYU Langone Medical Center 2008 - Present
TD Ameritrade January 2006 - April 2008
TD Waterhouse 2000 - 2006
Thomson Financial 1996 - 1999
Skills
Disaster Recovery, Vendor Management, Data Center, System Administration, SDLC, Active Directory, ITIL, Business Continuity, Process Improvement, Program Management, Project Management
Education
New York Institute of Technology 1990 — 1994
BA, Communication ARTS
Michael Steffen's TD Ameritrade Experience October 2009 - December 2010
Job Licensed Financial Center Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank January 2011 - Present
TD Ameritrade October 2009 - December 2010
Fidelity Investments July 2005 - October 2009
Northern Kentucky Chamber of Commerce January 2005 - April 2005
Education
Northern Kentucky University 2001 — 2005
B.A, Speech Communication
Highlands 1996 — 2000
Fifth Third Bank January 2011 - Present
TD Ameritrade October 2009 - December 2010
Fidelity Investments July 2005 - October 2009
Northern Kentucky Chamber of Commerce January 2005 - April 2005
Education
Northern Kentucky University 2001 — 2005
B.A, Speech Communication
Highlands 1996 — 2000
Joel Byrd's TD Ameritrade Experience 2008 - 2010
Job Sr Web Developer at eBay Enterprise
Industry Internet
Experience
eBay Enterprise March 2010 - Present
TD Ameritrade 2008 - 2010
Solidmark Web Design 2004 - 2008
Skills
PHP, CSS, JavaScript, HTML, jQuery, XHTML, Web Development, AJAX, MySQL, Front-end Development, XML, Web Applications, Programming, Databases, HTML5, LAMP, Photoshop, DHTML, User Interface, Java, JSP, JSON, MVC, SQL, XSLT, Dreamweaver, Front-end, HTML 5, Subversion, User Interface Design, Web Standards, Git, User Experience, Agile Methodologies, Information Architecture, Web Services
Education
New Jersey Institute of Technology 2004 — 2006
M.S., Computer Science
New Jersey Institute of Technology 2000 — 2004
B.S., Computer Science
eBay Enterprise March 2010 - Present
TD Ameritrade 2008 - 2010
Solidmark Web Design 2004 - 2008
Skills
PHP, CSS, JavaScript, HTML, jQuery, XHTML, Web Development, AJAX, MySQL, Front-end Development, XML, Web Applications, Programming, Databases, HTML5, LAMP, Photoshop, DHTML, User Interface, Java, JSP, JSON, MVC, SQL, XSLT, Dreamweaver, Front-end, HTML 5, Subversion, User Interface Design, Web Standards, Git, User Experience, Agile Methodologies, Information Architecture, Web Services
Education
New Jersey Institute of Technology 2004 — 2006
M.S., Computer Science
New Jersey Institute of Technology 2000 — 2004
B.S., Computer Science
Archana Nithyananda's TD Ameritrade Experience January 2007 - 2011
Job Developer
Industry Information Technology and Services
Experience
Rockwell Automation February 2012 - Present
Compuware February 2011 - February 2012
TD Ameritrade January 2007 - 2011
Education
New Jersey Institute of Technology 2005 — 2006
Master's degree, Computer Science
Visvesvaraya Technological University 2000 — 2004
Bachelor of Engineering (B.E.), Information Science
Rockwell Automation February 2012 - Present
Compuware February 2011 - February 2012
TD Ameritrade January 2007 - 2011
Education
New Jersey Institute of Technology 2005 — 2006
Master's degree, Computer Science
Visvesvaraya Technological University 2000 — 2004
Bachelor of Engineering (B.E.), Information Science
Helen Martin Smith's TD Ameritrade Experience June 2011 - May 2012
Job Management
Industry Financial Services
Experience
TD Ameritrade June 2011 - May 2012
TD Ameritrade November 2004 - June 2011
TD Ameritrade February 2003 - November 2004
TD Ameritrade November 2001 - February 2003
TD Ameritrade July 1999 - November 2001
Collections, Inc. August 1996 - July 1999
Collections, Inc. September 1991 - August 1996
Collections, Inc. August 1989 - September 1991
Skills
Series 7, Coaching, Fixed Income, Trading, Investments, FINRA, Banking, Securities, Bonds, Uniform Combined State..., Wealth Management, Financial Services, Team Leadership, Stock Market, Leadership Development, Interviewing Skills, Bond Markets, Series 4, Series 63, Series 24
Education
Oklahoma State University
Bachelor of Science (B.S.)
TD Ameritrade June 2011 - May 2012
TD Ameritrade November 2004 - June 2011
TD Ameritrade February 2003 - November 2004
TD Ameritrade November 2001 - February 2003
TD Ameritrade July 1999 - November 2001
Collections, Inc. August 1996 - July 1999
Collections, Inc. September 1991 - August 1996
Collections, Inc. August 1989 - September 1991
Skills
Series 7, Coaching, Fixed Income, Trading, Investments, FINRA, Banking, Securities, Bonds, Uniform Combined State..., Wealth Management, Financial Services, Team Leadership, Stock Market, Leadership Development, Interviewing Skills, Bond Markets, Series 4, Series 63, Series 24
Education
Oklahoma State University
Bachelor of Science (B.S.)
Duniesky Fernandez's TD Ameritrade Experience April 2000 - February 2001
Job Court Interpreter at State Of Ny Unified Court Sys
Industry Legal Services
Experience
State Of Ny Unified Court Sys June 2015 - Present
US Department of Homeland Security May 2010 - May 2015
Interspeak Translations January 2010 - July 2010
Kevin Kim for City Council August 2009 - November 2009
DUNY Corp June 2007 - June 2009
Bank of America Home Loans July 2006 - April 2007
Franklin Credit Management Corporation April 2005 - July 2006
Citi Residential Lending August 2004 - March 2005
M&T Mortgage Corporation January 2002 - August 2004
TD Ameritrade April 2000 - February 2001
Skills
Credit, Customer Service, Human Resources, Microsoft Office, Spanish, Management, Research, Risk Management
Education
New York University 2009 — 2011
Certificate, Court Interpreting: Spanish/English
University at Buffalo 1995 — 2000
B.A., Spanish
State Of Ny Unified Court Sys June 2015 - Present
US Department of Homeland Security May 2010 - May 2015
Interspeak Translations January 2010 - July 2010
Kevin Kim for City Council August 2009 - November 2009
DUNY Corp June 2007 - June 2009
Bank of America Home Loans July 2006 - April 2007
Franklin Credit Management Corporation April 2005 - July 2006
Citi Residential Lending August 2004 - March 2005
M&T Mortgage Corporation January 2002 - August 2004
TD Ameritrade April 2000 - February 2001
Skills
Credit, Customer Service, Human Resources, Microsoft Office, Spanish, Management, Research, Risk Management
Education
New York University 2009 — 2011
Certificate, Court Interpreting: Spanish/English
University at Buffalo 1995 — 2000
B.A., Spanish
Ovidio Montemayor's TD Ameritrade Experience April 2014 - Present
Job Managing Director of Trading Operations, Order Routing & Securities Lending at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade May 1999 - April 2014
TD Ameritrade August 1999 - July 2010
TD Ameritrade 1999 - 2007
Skills
Equities, Securities, Series 7, OATS, Order Routing, Operational Risk..., series 55, series 53, Options, Best Execution, Clearing, Securities Lending, Operations Management, Securities Regulation, General Securities..., Trade Compliance, Market Risk, Financial Risk, Trading, Mutual Funds, FINRA, Corporate Actions, Series 63, Electronic Trading, Derivatives, Financial Services, Financial Markets, ETFs, Equity Trading, Risk Management, Trading Systems, Back Office, Series 24, Capital Markets, Fixed Income, Alternative Investments, Bonds, Equity Derivatives, Prime Brokerage, Wealth Management, Asset Allocation, Strategy, Leadership, Management
Education
Northwood University
BBA, Business Management
University of Houston
University of Pennsylvania - The Wharton School
SIFMA / Securities Industry Institute
TD Ameritrade April 2014 - Present
TD Ameritrade May 1999 - April 2014
TD Ameritrade August 1999 - July 2010
TD Ameritrade 1999 - 2007
Skills
Equities, Securities, Series 7, OATS, Order Routing, Operational Risk..., series 55, series 53, Options, Best Execution, Clearing, Securities Lending, Operations Management, Securities Regulation, General Securities..., Trade Compliance, Market Risk, Financial Risk, Trading, Mutual Funds, FINRA, Corporate Actions, Series 63, Electronic Trading, Derivatives, Financial Services, Financial Markets, ETFs, Equity Trading, Risk Management, Trading Systems, Back Office, Series 24, Capital Markets, Fixed Income, Alternative Investments, Bonds, Equity Derivatives, Prime Brokerage, Wealth Management, Asset Allocation, Strategy, Leadership, Management
Education
Northwood University
BBA, Business Management
University of Houston
University of Pennsylvania - The Wharton School
SIFMA / Securities Industry Institute
Ron Beauchamp's TD Ameritrade Experience October 2009 - Present
Job Information Technology and Services Executive
Industry Financial Services
Experience
TD Ameritrade October 2009 - Present
ACI Worldwide October 2008 - October 2009
ACI Worldwide September 2006 - September 2008
ACI Worldwide May 2003 - September 2006
ACI Worldwide May 2000 - May 2003
Skills
SDLC, Payments, Software Development, System Architecture, Credit Cards, Integration, Architecture, Management, Business Development, Software Engineering, Transaction Processing, Disaster Recovery, Requirements Analysis, Product Management, Strategy, Software Project..., Vendor Management, Leadership, IT Strategy, Agile Methodologies, Electronic Payments, Business Analysis, SaaS, Enterprise Software, Enterprise Architecture, SOA, Business Intelligence, IT Management, Solution Architecture, Project Portfolio..., Payment Systems, PMP, Cloud Computing, Outsourcing, CRM, Data Center, Business Process, Data Warehousing, PMO, Architectures, Technology Leadership
Education
Northwest Missouri State University
B.S., Computer Science/Mathematics
TD Ameritrade October 2009 - Present
ACI Worldwide October 2008 - October 2009
ACI Worldwide September 2006 - September 2008
ACI Worldwide May 2003 - September 2006
ACI Worldwide May 2000 - May 2003
Skills
SDLC, Payments, Software Development, System Architecture, Credit Cards, Integration, Architecture, Management, Business Development, Software Engineering, Transaction Processing, Disaster Recovery, Requirements Analysis, Product Management, Strategy, Software Project..., Vendor Management, Leadership, IT Strategy, Agile Methodologies, Electronic Payments, Business Analysis, SaaS, Enterprise Software, Enterprise Architecture, SOA, Business Intelligence, IT Management, Solution Architecture, Project Portfolio..., Payment Systems, PMP, Cloud Computing, Outsourcing, CRM, Data Center, Business Process, Data Warehousing, PMO, Architectures, Technology Leadership
Education
Northwest Missouri State University
B.S., Computer Science/Mathematics
Becky Gargan's TD Ameritrade Experience January 2007 - September 2007
Job Team Leader
Industry Individual & Family Services
Experience
Northern Human Services November 2014 - Present
North Country Independent Living December 2012 - November 2014
YMCA Camp Belknap June 2012 - August 2012
Gov. Wentworth School District (Crescent Lake Elementary) September 2011 - April 2012
Lakeview NeuroRehabilitation July 2010 - March 2012
Telecare March 2008 - May 2010
TD Ameritrade January 2007 - September 2007
Lutheran Family Services October 2005 - January 2007
MWR Internet Services April 2004 - July 2005
General Dynamics September 2002 - October 2003
Skills
Customer Service, Leadership, Team Leadership, Empathy, Social Skills, Direct Patient Care, Acquired Brain Injury, Traumatic Brain Injury, Mental Health, Substance Use Disorders, Autism Spectrum..., Behavioral Disorders, Social Services, Crisis Intervention
Education
Ohio Christian University 2015 — 2016
Bachelor's degree, Non-Profit/Public/Organizational Management
Vilseck American High School 1993 — 1997
Diploma
Northern Human Services November 2014 - Present
North Country Independent Living December 2012 - November 2014
YMCA Camp Belknap June 2012 - August 2012
Gov. Wentworth School District (Crescent Lake Elementary) September 2011 - April 2012
Lakeview NeuroRehabilitation July 2010 - March 2012
Telecare March 2008 - May 2010
TD Ameritrade January 2007 - September 2007
Lutheran Family Services October 2005 - January 2007
MWR Internet Services April 2004 - July 2005
General Dynamics September 2002 - October 2003
Skills
Customer Service, Leadership, Team Leadership, Empathy, Social Skills, Direct Patient Care, Acquired Brain Injury, Traumatic Brain Injury, Mental Health, Substance Use Disorders, Autism Spectrum..., Behavioral Disorders, Social Services, Crisis Intervention
Education
Ohio Christian University 2015 — 2016
Bachelor's degree, Non-Profit/Public/Organizational Management
Vilseck American High School 1993 — 1997
Diploma
Paul Pomeroy's TD Ameritrade Experience Investment RepresentativeWorld Savings Bank/ Atlas Securities2006 - 2006
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Investment RepresentativeWorld Savings Bank/ Atlas Securities2006 - 2006
Morgan Stanley 1990 - 2005
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Equities, Securities, Uniform Combined State..., Series 6, Series 66
Education
California State University 1980 — 1986
Bachelor of Business Administration (BBA), Marketing
Ohlone College 1984 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
TD Ameritrade Investment RepresentativeWorld Savings Bank/ Atlas Securities2006 - 2006
Morgan Stanley 1990 - 2005
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Equities, Securities, Uniform Combined State..., Series 6, Series 66
Education
California State University 1980 — 1986
Bachelor of Business Administration (BBA), Marketing
Ohlone College 1984 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Nicholas Sakkas's TD Ameritrade Experience January 2006 - October 2012
Job Fixed Income Trader at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
TD Ameritrade January 2006 - October 2012
TD Waterhouse August 2000 - January 2006
Education
New York University
Bachelor of Arts (BA)
JPMorgan Chase July 2013 - Present
TD Ameritrade January 2006 - October 2012
TD Waterhouse August 2000 - January 2006
Education
New York University
Bachelor of Arts (BA)
Mike Faust - MBA's TD Ameritrade Experience August 2014 - Present
Job Sr. Manager Thinktech Transformational Team at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
Bank of America Merrill Lynch September 2013 - April 2014
Bank of America Merrill Lynch November 2012 - September 2013
Bank of America November 2009 - November 2012
Bank of America March 2007 - November 2009
Bank of America February 2004 - March 2007
Skills
Process Improvement, Business Process..., Program Management, Six Sigma, Change Management, Banking, Vendor Management, Strategy, Strategic Planning, Business Process, Analysis, Transition Management, Cross-functional Team..., Operations Management, Management, Risk Management, Customer Service, Metrics, Functional Management, Capacity Management, Problem Solving, Process Engineering, Business Transformation, Excel, PowerPoint, Process Management, Strategy Development, Business Strategy, DMAIC, Green Belt, Black Belt, Agile Methodologies, DevOps
Education
North Central College 1996 — 2011
MBA, Management and Finance
North Central College 1997 — 2000
BA, History, Political Science
TD Ameritrade August 2014 - Present
Bank of America Merrill Lynch September 2013 - April 2014
Bank of America Merrill Lynch November 2012 - September 2013
Bank of America November 2009 - November 2012
Bank of America March 2007 - November 2009
Bank of America February 2004 - March 2007
Skills
Process Improvement, Business Process..., Program Management, Six Sigma, Change Management, Banking, Vendor Management, Strategy, Strategic Planning, Business Process, Analysis, Transition Management, Cross-functional Team..., Operations Management, Management, Risk Management, Customer Service, Metrics, Functional Management, Capacity Management, Problem Solving, Process Engineering, Business Transformation, Excel, PowerPoint, Process Management, Strategy Development, Business Strategy, DMAIC, Green Belt, Black Belt, Agile Methodologies, DevOps
Education
North Central College 1996 — 2011
MBA, Management and Finance
North Central College 1997 — 2000
BA, History, Political Science
Dave Hendershott's TD Ameritrade Experience March 2004 - July 2010
Job Mission Control Operations Manager at Capital One
Industry Financial Services
Experience
Capital One 2010 - 2011
TD Ameritrade March 2004 - July 2010
Accenture 2003 - 2004
Fidelity Investments 1994 - 1995
Skills
Call Center, Customer Service, Quality Assurance, Vendor Management, Operations Management, Team Leadership, Customer Satisfaction, Leadership Development, Workforce Management, Analysis, Cross-functional Team..., Customer Retention, Mentoring, Cross Selling, Metrics, KPI, Forecasting, IVR, Client Services, Analytics, Call Centers, Financial Services, Training
Education
Oklahoma State University 1984 — 1989
Capital One 2010 - 2011
TD Ameritrade March 2004 - July 2010
Accenture 2003 - 2004
Fidelity Investments 1994 - 1995
Skills
Call Center, Customer Service, Quality Assurance, Vendor Management, Operations Management, Team Leadership, Customer Satisfaction, Leadership Development, Workforce Management, Analysis, Cross-functional Team..., Customer Retention, Mentoring, Cross Selling, Metrics, KPI, Forecasting, IVR, Client Services, Analytics, Call Centers, Financial Services, Training
Education
Oklahoma State University 1984 — 1989
Bruce Berland's TD Ameritrade Experience March 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2012 - Present
Atlas Advisors January 2007 - March 2012
Josephthal & Co./Oppenheimer January 1997 - December 2002
Lehman Brothers January 1988 - December 1997
New York Mets January 1985 - December 1986
Skills
Sales Management, Closing Skills, Institutional Clients, High Net Worth..., Wealth Management, Negotiation, Account Management, New Business Development, Relationship Cultivation, Consultative Selling, Exceptional Communicator, Team Leadership, Financial Advisory, MS Office Suite, Hedge Fund Sales, Capital Raising, Asset Gatherer, Hedge Funds, Institutional...
Education
Old Dominion University
BS, Sports Management, Business
Horace Greeley HS
TD Ameritrade March 2012 - Present
Atlas Advisors January 2007 - March 2012
Josephthal & Co./Oppenheimer January 1997 - December 2002
Lehman Brothers January 1988 - December 1997
New York Mets January 1985 - December 1986
Skills
Sales Management, Closing Skills, Institutional Clients, High Net Worth..., Wealth Management, Negotiation, Account Management, New Business Development, Relationship Cultivation, Consultative Selling, Exceptional Communicator, Team Leadership, Financial Advisory, MS Office Suite, Hedge Fund Sales, Capital Raising, Asset Gatherer, Hedge Funds, Institutional...
Education
Old Dominion University
BS, Sports Management, Business
Horace Greeley HS
Jack Ramsay's TD Ameritrade Experience June 2005 - October 2008
Job Management
Industry Banking
Experience
PBC Credit Union August 2009 - Present
TD Ameritrade June 2005 - October 2008
Charles Schwab September 1991 - July 2002
Skills
Management, Credit
Education
New York Institute of Technology
Bachelors of Fine Arts
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (BFA), Communication, General
PBC Credit Union August 2009 - Present
TD Ameritrade June 2005 - October 2008
Charles Schwab September 1991 - July 2002
Skills
Management, Credit
Education
New York Institute of Technology
Bachelors of Fine Arts
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (BFA), Communication, General
Patricio Penaherrera's TD Ameritrade Experience September 2008 - December 2008
Job Sales Automation Consultant at ADP
Industry Information Technology and Services
Experience
ADP September 2012 - Present
ADP August 2010 - September 2012
Salesforce.com January 2009 - August 2010
TD Ameritrade September 2008 - December 2008
ADP December 2004 - September 2008
Skills
Salesforce.com, Customer Relations, Business Analysis, Requirements Gathering, SQL, Sales Automation, Systems Analysis, Release Management, Change Management, Customer Service, Sales Operations, CRM, Enterprise Software, Business Intelligence, Vendor Management, Cloud Computing, Solution Selling
Education
Keller Graduate School of Management 2008 — 2009
Masters, Information Systems Management
DeVry University 2004 — 2008
Batchelor of Science, Computer Information Systems; Technical Management
Ocean County College 2002 — 2004
Associate of Science, Computer Science
ADP September 2012 - Present
ADP August 2010 - September 2012
Salesforce.com January 2009 - August 2010
TD Ameritrade September 2008 - December 2008
ADP December 2004 - September 2008
Skills
Salesforce.com, Customer Relations, Business Analysis, Requirements Gathering, SQL, Sales Automation, Systems Analysis, Release Management, Change Management, Customer Service, Sales Operations, CRM, Enterprise Software, Business Intelligence, Vendor Management, Cloud Computing, Solution Selling
Education
Keller Graduate School of Management 2008 — 2009
Masters, Information Systems Management
DeVry University 2004 — 2008
Batchelor of Science, Computer Information Systems; Technical Management
Ocean County College 2002 — 2004
Associate of Science, Computer Science
Adam Dhanens's TD Ameritrade Experience June 2009 - December 2012
Job Product at Rocket Fuel, Inc.
Industry Online Media
Experience
Rocket Fuel Inc. January 2013 - Present
TD Ameritrade June 2009 - December 2012
Urgent Career December 2008 - May 2009
The Global Emerging Markets Group (GEM) June 2008 - August 2008
Skills
Analytics, Start-ups, Analysis, Digital Marketing, Strategy, Business Strategy, Financial Modeling, Digital Strategy, Marketing Strategy, Social Media, Mobile Devices, Social Media Marketing, New Media, Leadership, Marketing, Online Advertising, Sales, Digital Media
Education
New York University 2005 — 2009
BA, Major: Economics Minors: Mathematics, Business
Rocket Fuel Inc. January 2013 - Present
TD Ameritrade June 2009 - December 2012
Urgent Career December 2008 - May 2009
The Global Emerging Markets Group (GEM) June 2008 - August 2008
Skills
Analytics, Start-ups, Analysis, Digital Marketing, Strategy, Business Strategy, Financial Modeling, Digital Strategy, Marketing Strategy, Social Media, Mobile Devices, Social Media Marketing, New Media, Leadership, Marketing, Online Advertising, Sales, Digital Media
Education
New York University 2005 — 2009
BA, Major: Economics Minors: Mathematics, Business
Nikunj Chavda's TD Ameritrade Experience March 2008 - December 2008
Job Solution Manager at Deloitte
Industry Pharmaceuticals
Experience
Deloitte October 2015 - Present
Novartis October 2008 - Present
TD Ameritrade March 2008 - December 2008
Boehringer Ingelheim January 2007 - March 2008
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Visio, PMO, Business Strategy, Cross-functional Team..., Program Management, Software Project..., Quality Assurance, SharePoint, Strategy, Oracle, Product Management
Education
Rutgers University
Master's degree, Pharmaceutical Sciences
New Jersey Institute of Technology
MS, Pharmaceutical & Chemical Engineering
Deloitte October 2015 - Present
Novartis October 2008 - Present
TD Ameritrade March 2008 - December 2008
Boehringer Ingelheim January 2007 - March 2008
Skills
Business Analysis, SDLC, Vendor Management, Project Management, Visio, PMO, Business Strategy, Cross-functional Team..., Program Management, Software Project..., Quality Assurance, SharePoint, Strategy, Oracle, Product Management
Education
Rutgers University
Master's degree, Pharmaceutical Sciences
New Jersey Institute of Technology
MS, Pharmaceutical & Chemical Engineering
David Posey's TD Ameritrade Experience June 2009 - November 2009
Job Business Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
TD Ameritrade June 2009 - November 2009
Merrill Lynch January 1998 - January 2009
Merrill Lynch September 1997 - January 2009
Merrill Lynch 1977 - January 2009
Bank of America 2009 - 2009
Bank of America Merrill Lynch 1974 - 2009
Merrill Lynch October 1986 - August 1997
Merrill Lynch January 1986 - January 1997
Merrill Lynch January 1986 - October 1986
Education
Old Dominion University 1967 — 1971
BS., Social Sciences
Merrill Lynch April 2010 - Present
TD Ameritrade June 2009 - November 2009
Merrill Lynch January 1998 - January 2009
Merrill Lynch September 1997 - January 2009
Merrill Lynch 1977 - January 2009
Bank of America 2009 - 2009
Bank of America Merrill Lynch 1974 - 2009
Merrill Lynch October 1986 - August 1997
Merrill Lynch January 1986 - January 1997
Merrill Lynch January 1986 - October 1986
Education
Old Dominion University 1967 — 1971
BS., Social Sciences
Cockle Stephenie's TD Ameritrade Experience January 2007 - January 2009
Job Executive Office Professional
Industry Executive Office
Experience
TD Ameritrade January 2007 - January 2009
Education
Oklahoma Christian University 1989 — 1992
BS, Psychology; minor business management
TD Ameritrade January 2007 - January 2009
Education
Oklahoma Christian University 1989 — 1992
BS, Psychology; minor business management
Fandell Walker's TD Ameritrade Experience 2005 - 2006
Job Finance and accounting professional with extensive experience in financial services, analysis, and administration.
Industry Financial Services
Experience
Katy ISD September 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - August 2012
JP Morgan January 2006 - June 2010
TD Ameritrade 2005 - 2006
JPMorgan Chase & Co. March 2003 - January 2005
Skills
Finance, Financial Services, Portfolio Management, Investments, Executive Management, Strategic Financial..., Leadership, Series 7, Life Insurance, Equities, Financial Analysis, Insurance, Securities, Management, Estate Planning, Asset Management, Risk Management, Mergers & Acquisitions, Call Center, Wealth Management, Series 63, Banking, Trading, Investment Strategies, Mutual Funds, Credit, Loans, Investment Advisory, Retirement Planning, Fixed Income, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Guilford High School
Guilford High School
Guilford High School
Northern Illinois University
Northern Illinois University
Northern Illinois University
Katy ISD September 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - August 2012
JP Morgan January 2006 - June 2010
TD Ameritrade 2005 - 2006
JPMorgan Chase & Co. March 2003 - January 2005
Skills
Finance, Financial Services, Portfolio Management, Investments, Executive Management, Strategic Financial..., Leadership, Series 7, Life Insurance, Equities, Financial Analysis, Insurance, Securities, Management, Estate Planning, Asset Management, Risk Management, Mergers & Acquisitions, Call Center, Wealth Management, Series 63, Banking, Trading, Investment Strategies, Mutual Funds, Credit, Loans, Investment Advisory, Retirement Planning, Fixed Income, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Guilford High School
Guilford High School
Guilford High School
Northern Illinois University
Northern Illinois University
Northern Illinois University
Tracy Wohlhuter's TD Ameritrade Experience May 2013 - September 2013
Job Associate Project Manager at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha June 2015 - Present
Mutual of Omaha November 2014 - May 2015
Mutual of Omaha October 2013 - October 2014
TD Ameritrade May 2013 - September 2013
Mutual of Omaha February 2013 - May 2013
Mutual of Omaha September 2011 - February 2013
Mutual of Omaha September 2007 - October 2011
Tri-Center Schools December 2005 - September 2007
U.S. Bancorp Asset Management May 1998 - November 2005
U.S. Bancorp Asset Management May 1998 - November 2005
Skills
Software Documentation, Visio, Requirements Gathering, Insurance, Cross-functional Team..., Business Process, Analysis, Business Requirements, Business Analysis, Process Improvement, Software Project..., Agile Methodologies, Management, Project Planning, Requirements Analysis, Call Centers, MS Project, Agile Project Management, Quality Assurance, SDLC, Risk Management, Project Management, PMP, Leadership, Training, Business Process..., Systems Analysis
Education
Northwestern College
Bachelor of Science, Business Management
Mutual of Omaha June 2015 - Present
Mutual of Omaha November 2014 - May 2015
Mutual of Omaha October 2013 - October 2014
TD Ameritrade May 2013 - September 2013
Mutual of Omaha February 2013 - May 2013
Mutual of Omaha September 2011 - February 2013
Mutual of Omaha September 2007 - October 2011
Tri-Center Schools December 2005 - September 2007
U.S. Bancorp Asset Management May 1998 - November 2005
U.S. Bancorp Asset Management May 1998 - November 2005
Skills
Software Documentation, Visio, Requirements Gathering, Insurance, Cross-functional Team..., Business Process, Analysis, Business Requirements, Business Analysis, Process Improvement, Software Project..., Agile Methodologies, Management, Project Planning, Requirements Analysis, Call Centers, MS Project, Agile Project Management, Quality Assurance, SDLC, Risk Management, Project Management, PMP, Leadership, Training, Business Process..., Systems Analysis
Education
Northwestern College
Bachelor of Science, Business Management
Patrick Douglas's TD Ameritrade Experience October 2007 - Present
Job UAT Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2007 - Present
TRAVELCLICK 2001 - 2006
Skills
SDLC, Business Analysis, Requirements Gathering, Test Planning, Process Improvement, Requirements Analysis, User Acceptance Testing, Software Project..., Visio, Software Quality..., Financial Services, Quality Center, Regression Testing, Test Cases, Business Requirements, Defect Tracking, Agile Methodologies, HP Quality Center, Risk Management, Vendor Management
Education
Northwest Missouri State University 1995 — 1997
TD Ameritrade October 2007 - Present
TRAVELCLICK 2001 - 2006
Skills
SDLC, Business Analysis, Requirements Gathering, Test Planning, Process Improvement, Requirements Analysis, User Acceptance Testing, Software Project..., Visio, Software Quality..., Financial Services, Quality Center, Regression Testing, Test Cases, Business Requirements, Defect Tracking, Agile Methodologies, HP Quality Center, Risk Management, Vendor Management
Education
Northwest Missouri State University 1995 — 1997
Tim Kirchhoefer's TD Ameritrade Experience September 1995 - Present
Job Sr. Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 1995 - Present
Skills
Operational Risk..., Series 7, Series 24, Series 63, FINRA, Securities, Equities, Financial Advisory, Series 4, Series 3
Education
Northwest Missouri State University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
TD Ameritrade September 1995 - Present
Skills
Operational Risk..., Series 7, Series 24, Series 63, FINRA, Securities, Equities, Financial Advisory, Series 4, Series 3
Education
Northwest Missouri State University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Sunil Jagga's TD Ameritrade Experience November 2010 - Present
Job Sr Software Developer at TD Ameritrade
Industry
Experience
TD Ameritrade November 2010 - Present
iJET International October 2009 - February 2011
CSG Systems November 2007 - December 2009
Union Pacific Railroad June 2005 - November 2007
Capital One April 2004 - June 2005
Convergys June 2001 - February 2004
Education
New Jersey Institute of Technology 2000 — 2001
Masters, Computer Science
NBKRIST
TD Ameritrade November 2010 - Present
iJET International October 2009 - February 2011
CSG Systems November 2007 - December 2009
Union Pacific Railroad June 2005 - November 2007
Capital One April 2004 - June 2005
Convergys June 2001 - February 2004
Education
New Jersey Institute of Technology 2000 — 2001
Masters, Computer Science
NBKRIST
Kelly Lambert's TD Ameritrade Experience July 2006 - July 2015
Job Senior Manager Retail Brokerage Services at TD Ameritrade
Industry Financial Services
Experience
Mutual of Omaha September 2015 - Present
TD Ameritrade July 2006 - July 2015
TD Ameritrade 2006 - October 2012
TD Ameritrade 2006 - 2011
TD Ameritrade 2006 - 2009
Skills
Series 7, Series 63, Series 24, Vendor Management, Operations Management, FINRA, Change Management, Business Analysis, Coaching, Team Leadership, Strategic Planning, Data Analysis, Problem Solving, Compliance, Leadership Development, Back Office, Business Strategy, Client Service, Interviewing, Excel, Organizational..., Employee Engagement, Customer Relations, Performance Management, Customer Experience, Risk Management, Financial Services, Leadership, Securities, Management, Mutual Funds, Options, Asset Allocation, Wealth Management, Investment Advisory, Equities, ETFs, Investments, Bonds, Alternative Investments, Investment Management, Trading, Portfolio Management, Financial Advisory, Fixed Income, Trading Systems, Investment Strategies, 401k, Asset Management
Education
University of Nebraska at Omaha 2004 — 2007
BS, History
Olympic College 2003 — 2005
Bachelor's degree, History
Mutual of Omaha September 2015 - Present
TD Ameritrade July 2006 - July 2015
TD Ameritrade 2006 - October 2012
TD Ameritrade 2006 - 2011
TD Ameritrade 2006 - 2009
Skills
Series 7, Series 63, Series 24, Vendor Management, Operations Management, FINRA, Change Management, Business Analysis, Coaching, Team Leadership, Strategic Planning, Data Analysis, Problem Solving, Compliance, Leadership Development, Back Office, Business Strategy, Client Service, Interviewing, Excel, Organizational..., Employee Engagement, Customer Relations, Performance Management, Customer Experience, Risk Management, Financial Services, Leadership, Securities, Management, Mutual Funds, Options, Asset Allocation, Wealth Management, Investment Advisory, Equities, ETFs, Investments, Bonds, Alternative Investments, Investment Management, Trading, Portfolio Management, Financial Advisory, Fixed Income, Trading Systems, Investment Strategies, 401k, Asset Management
Education
University of Nebraska at Omaha 2004 — 2007
BS, History
Olympic College 2003 — 2005
Bachelor's degree, History
Glen Nading's TD Ameritrade Experience October 2009 - February 2010
Job Finance and Accounting Manager at TSYS
Industry Financial Services
Experience
TSYS August 2015 - Present
First Data Corporation June 2014 - August 2015
First Data Corporation October 2011 - June 2014
First Data Corporation February 2010 - October 2011
Express Vending of Omaha LLC November 2004 - April 2010
TD Ameritrade October 2009 - February 2010
First Data Corporation June 2000 - November 2005
Skills
Forecasting, Product Management, Financial Analysis, Strategic Planning, Process Improvement, Vendor Management, CRM, Sales, Finance, Business Development, Management, Budgets, Product Development, Contract Negotiation, Accounting, Account Management, Cross-functional Team..., Risk Management, Credit, Pricing, Financial Services, Customer Service, Financial Risk, Marketing, Sales Operations, Project Management, Strategic Financial..., New Business Development, Six Sigma, B2B, Credit Cards, Access, Banking, Business Analysis
Education
Northwest Missouri State University 1988 — 1992
B.S, Finance, Economics
TSYS August 2015 - Present
First Data Corporation June 2014 - August 2015
First Data Corporation October 2011 - June 2014
First Data Corporation February 2010 - October 2011
Express Vending of Omaha LLC November 2004 - April 2010
TD Ameritrade October 2009 - February 2010
First Data Corporation June 2000 - November 2005
Skills
Forecasting, Product Management, Financial Analysis, Strategic Planning, Process Improvement, Vendor Management, CRM, Sales, Finance, Business Development, Management, Budgets, Product Development, Contract Negotiation, Accounting, Account Management, Cross-functional Team..., Risk Management, Credit, Pricing, Financial Services, Customer Service, Financial Risk, Marketing, Sales Operations, Project Management, Strategic Financial..., New Business Development, Six Sigma, B2B, Credit Cards, Access, Banking, Business Analysis
Education
Northwest Missouri State University 1988 — 1992
B.S, Finance, Economics
Ed Dlugensky's TD Ameritrade Experience October 2009 - January 2013
Job Manager, Trade Desk
Industry Financial Services
Experience
TD Ameritrade October 2009 - January 2013
Skills
Equities, Series 7, Series 24, Series 3, Futures Trading, Series 34, Series 63, Trading, Securities, Portfolio Management, Investments, Risk Management, Wealth Management, Derivatives, Asset Allocation, Options, Financial Services, Asset Management
Education
Oklahoma State University 2004 — 2008
Management, Human Resources
TD Ameritrade October 2009 - January 2013
Skills
Equities, Series 7, Series 24, Series 3, Futures Trading, Series 34, Series 63, Trading, Securities, Portfolio Management, Investments, Risk Management, Wealth Management, Derivatives, Asset Allocation, Options, Financial Services, Asset Management
Education
Oklahoma State University 2004 — 2008
Management, Human Resources
Steve Richenberger's TD Ameritrade Experience September 2010 - May 2011
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2011 - Present
TD Ameritrade September 2010 - May 2011
JPMorgan Chase July 2006 - September 2010
Wells Fargo 2004 - 2006
Education
Northern Illinois University 1999 — 2004
Bachelor, Business
Northern Illinois University 1999 — 2004
BS, Business Management
JPMorgan Chase Bank, N.A. May 2011 - Present
TD Ameritrade September 2010 - May 2011
JPMorgan Chase July 2006 - September 2010
Wells Fargo 2004 - 2006
Education
Northern Illinois University 1999 — 2004
Bachelor, Business
Northern Illinois University 1999 — 2004
BS, Business Management
Jennifer J (Jill Lyle) Kranda's TD Ameritrade Experience October 2003 - June 2010
Job Temporary Administrative Assistant at Premeir Placement
Industry Financial Services
Experience
Premier Placements April 2015 - Present
Avon 2010 - Present
AE Possiblities April 2014 - June 2014
FEMA/Department of Homeland Security August 2011 - December 2011
TD Ameritrade October 2003 - June 2010
Woodmen of the World Insurance July 2001 - March 2003
Pamida Store Support Center November 1999 - March 2001
Cable Rep Advertising/Cox Communications February 1994 - September 1999
KCOB AM/FM Radio & TV 12 July 1991 - January 1994
Skills
Cold Calling, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Accounts Payable, Accounts Receivable, Salesforce.com, Office Equipment, Video Production, Audio Editing, Voice Over, Phone Skills, ISIS, Back Office System, Layout design, Telephone Skills, Creative Problem Solving, Creativity, Voiceovers, Storytelling, Storyboarding, Calligraphy, Designs, Filing, Networking, Social Networking, Framing
Education
Northwest Missouri State University
West Nodaway R-I High School
Premier Placements April 2015 - Present
Avon 2010 - Present
AE Possiblities April 2014 - June 2014
FEMA/Department of Homeland Security August 2011 - December 2011
TD Ameritrade October 2003 - June 2010
Woodmen of the World Insurance July 2001 - March 2003
Pamida Store Support Center November 1999 - March 2001
Cable Rep Advertising/Cox Communications February 1994 - September 1999
KCOB AM/FM Radio & TV 12 July 1991 - January 1994
Skills
Cold Calling, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Accounts Payable, Accounts Receivable, Salesforce.com, Office Equipment, Video Production, Audio Editing, Voice Over, Phone Skills, ISIS, Back Office System, Layout design, Telephone Skills, Creative Problem Solving, Creativity, Voiceovers, Storytelling, Storyboarding, Calligraphy, Designs, Filing, Networking, Social Networking, Framing
Education
Northwest Missouri State University
West Nodaway R-I High School
Ray Calimlim's TD Ameritrade Experience May 2005 - May 2008
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
E*Trade Financial September 2009 - January 2011
TD Ameritrade May 2005 - May 2008
Charles Schwab 1999 - 2004
Skills
Trading Systems, Equity Trading, Cross-functional Team...
Education
Northeastern University 1990 — 1995
Bachelors Degree, Finance & Management
Fidelity Investments March 2011 - Present
E*Trade Financial September 2009 - January 2011
TD Ameritrade May 2005 - May 2008
Charles Schwab 1999 - 2004
Skills
Trading Systems, Equity Trading, Cross-functional Team...
Education
Northeastern University 1990 — 1995
Bachelors Degree, Finance & Management
Tong He's TD Ameritrade Experience September 2013 - Present
Job Senior Manager Retail Web Technology at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Morgan Stanley September 2000 - September 2013
Merrill Lynch August 1998 - September 2000
Imergy 1996 - 1998
Skills
Equities, Financial Services, Portfolio Management, Trading Systems
Education
New York University 1991 — 1994
Master of Science (MS), Computer Science
TD Ameritrade September 2013 - Present
Morgan Stanley September 2000 - September 2013
Merrill Lynch August 1998 - September 2000
Imergy 1996 - 1998
Skills
Equities, Financial Services, Portfolio Management, Trading Systems
Education
New York University 1991 — 1994
Master of Science (MS), Computer Science
brian mccormack's TD Ameritrade Experience September 1999 - Present
Job Telephony and CTI/CRM Application Development Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 1999 - Present
TD Ameritrade 1999 - 2011
Skills
Business Analysis, SDLC, Integration, Wealth Management, Salesforce.com, Portfolio Management, Vendor Management, Financial Services, Requirements Analysis, CRM, Visio, Software Development, Team Building, Project Management, Business Process..., Process Improvement
Education
New York University
BS, Management/Marketing
TD Ameritrade September 1999 - Present
TD Ameritrade 1999 - 2011
Skills
Business Analysis, SDLC, Integration, Wealth Management, Salesforce.com, Portfolio Management, Vendor Management, Financial Services, Requirements Analysis, CRM, Visio, Software Development, Team Building, Project Management, Business Process..., Process Improvement
Education
New York University
BS, Management/Marketing
Amy Kirsch's TD Ameritrade Experience September 2013 - March 2014
Job Sr. Regulatory Project Manager / Consultant at TD Bank
Industry Information Technology and Services
Experience
TD Bank February 2015 - July 2015
Bank of America Merrill Lynch September 2014 - January 2015
TD Ameritrade September 2013 - March 2014
Morgan Stanley March 2012 - September 2013
Princeton Medical Group March 2011 - November 2011
Continuing Education and Community Service November 2000 - March 2011
Merrill Lynch July 1997 - October 2000
HIP Health Plan of NJ April 1996 - July 1997
Merrill Lynch October 1995 - February 1996
Merrill Lynch February 1994 - May 1995
Skills
Project Management, Project Planning, MS Project, Business Analysis, SDLC, Vendor Management, Dodd-Frank, Data Mapping, SQL, Microsoft Project, User Acceptance Testing
Education
New Jersey Institute of Technology
Master of Science (MS), Information Systems Management
Rutgers University-New Brunswick
Bachelor of Arts (BA), Economics and Accounting
TD Bank February 2015 - July 2015
Bank of America Merrill Lynch September 2014 - January 2015
TD Ameritrade September 2013 - March 2014
Morgan Stanley March 2012 - September 2013
Princeton Medical Group March 2011 - November 2011
Continuing Education and Community Service November 2000 - March 2011
Merrill Lynch July 1997 - October 2000
HIP Health Plan of NJ April 1996 - July 1997
Merrill Lynch October 1995 - February 1996
Merrill Lynch February 1994 - May 1995
Skills
Project Management, Project Planning, MS Project, Business Analysis, SDLC, Vendor Management, Dodd-Frank, Data Mapping, SQL, Microsoft Project, User Acceptance Testing
Education
New Jersey Institute of Technology
Master of Science (MS), Information Systems Management
Rutgers University-New Brunswick
Bachelor of Arts (BA), Economics and Accounting
Antonio Narvaez's TD Ameritrade Experience October 2004 - December 2009
Job Inaho Holdings, LLC
Industry Food Production
Experience
Inaho Holdings, LLC July 2012 - Present
TROPICAL FRUIT TRADING INC January 1950 - Present
EFG Capital International Corp. March 2011 - July 2012
Forex Capital Markets December 2009 - December 2010
TD Ameritrade October 2004 - December 2009
Skills
Business Development, Finance, Negotiation, Investments, Spanish, Trading, Sales, New Business Development, Marketing, Portfolio Management, Marketing Strategy, Financial Analysis, Business Planning
Education
New York Institute of Technology 2005 — 2007
Bachelors Degree, Business Administration - Finance
Inaho Holdings, LLC July 2012 - Present
TROPICAL FRUIT TRADING INC January 1950 - Present
EFG Capital International Corp. March 2011 - July 2012
Forex Capital Markets December 2009 - December 2010
TD Ameritrade October 2004 - December 2009
Skills
Business Development, Finance, Negotiation, Investments, Spanish, Trading, Sales, New Business Development, Marketing, Portfolio Management, Marketing Strategy, Financial Analysis, Business Planning
Education
New York Institute of Technology 2005 — 2007
Bachelors Degree, Business Administration - Finance
Josh Koblitz's TD Ameritrade Experience March 2015 - Present
Job Senior Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Shire Pharmaceuticals May 2012 - February 2013
Tyco International Management Company July 2011 - January 2012
Wellington Management Company July 2010 - December 2010
Mars, Inc August 2009 - June 2010
Skills
Analysis, PeopleSoft, Payroll, Microsoft Excel, Strategic Planning, Financial Analysis, Bloomberg, PowerPoint, Financial Statement..., Accounting, Strategic Sourcing, Procurement, Training, Process Improvement, Budgets, Microsoft Office, Cross-functional Team...
Education
Northeastern University 2007 — 2012
Bachelor of Science degree, Business Administration May 2012; Accounting/Entrepreneurship
TD Ameritrade March 2015 - Present
Shire Pharmaceuticals May 2012 - February 2013
Tyco International Management Company July 2011 - January 2012
Wellington Management Company July 2010 - December 2010
Mars, Inc August 2009 - June 2010
Skills
Analysis, PeopleSoft, Payroll, Microsoft Excel, Strategic Planning, Financial Analysis, Bloomberg, PowerPoint, Financial Statement..., Accounting, Strategic Sourcing, Procurement, Training, Process Improvement, Budgets, Microsoft Office, Cross-functional Team...
Education
Northeastern University 2007 — 2012
Bachelor of Science degree, Business Administration May 2012; Accounting/Entrepreneurship
Stephanie Todd's TD Ameritrade Experience May 2011 - Present
Job Talent Acquisition Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
Werner Enterprises July 2006 - October 2007
Werner Enterprises June 2005 - June 2006
Skills
Organized, People Skills, Self Starter
Education
University of Nebraska at Omaha 1989 — 2002
Bachelor of Science, Psychology/Business Administration
Northwest Missouri State University 1986 — 1989
TD Ameritrade May 2011 - Present
Werner Enterprises July 2006 - October 2007
Werner Enterprises June 2005 - June 2006
Skills
Organized, People Skills, Self Starter
Education
University of Nebraska at Omaha 1989 — 2002
Bachelor of Science, Psychology/Business Administration
Northwest Missouri State University 1986 — 1989
Kevin Buse's TD Ameritrade Experience March 2013 - Present
Job Developer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2013 - Present
Airlite Plastics Co May 2009 - January 2013
Northwest Missouri State University January 2007 - May 2009
Principal Financial Group May 2008 - August 2008
Skills
Visio, Access, Quality Assurance, Process Improvement, Iso 9000, Root Cause Analysis, Quality Control, Automation, Software Documentation, Product Development, Project Management, Continuous Improvement, Databases, Analysis
Education
University of Nebraska at Omaha 2012 — 2014
Master's degree, Computer Science
Northwest Missouri State University 2005 — 2009
Bachelor of Science (BS), Computer Science
TD Ameritrade March 2013 - Present
Airlite Plastics Co May 2009 - January 2013
Northwest Missouri State University January 2007 - May 2009
Principal Financial Group May 2008 - August 2008
Skills
Visio, Access, Quality Assurance, Process Improvement, Iso 9000, Root Cause Analysis, Quality Control, Automation, Software Documentation, Product Development, Project Management, Continuous Improvement, Databases, Analysis
Education
University of Nebraska at Omaha 2012 — 2014
Master's degree, Computer Science
Northwest Missouri State University 2005 — 2009
Bachelor of Science (BS), Computer Science
Nick Zheng's TD Ameritrade Experience May 2015 - July 2015
Job Computer Scientist
Industry Computer Software
Experience
St. James Realty Co. LLC July 2014 - Present
America Reads and Counts September 2014 - Present
TD Ameritrade May 2015 - July 2015
Ka Wah Chinese Restaurant June 2013 - September 2013
Chinese-American Planning Council July 2011 - August 2011
Skills
C++, Java, PowerPoint, Microsoft Office, PHP, Microsoft Excel, SQL, HTML, Algorithms, Social Media, Python, Photoshop, CSS, JavaScript
Education
New York University 2012 — 2016
Bachelor’s Degree, Computer Science, Game Engineering
NPower Technology Corps 2015 — 2015
Midwood High School 2008 — 2012
High School
St. James Realty Co. LLC July 2014 - Present
America Reads and Counts September 2014 - Present
TD Ameritrade May 2015 - July 2015
Ka Wah Chinese Restaurant June 2013 - September 2013
Chinese-American Planning Council July 2011 - August 2011
Skills
C++, Java, PowerPoint, Microsoft Office, PHP, Microsoft Excel, SQL, HTML, Algorithms, Social Media, Python, Photoshop, CSS, JavaScript
Education
New York University 2012 — 2016
Bachelor’s Degree, Computer Science, Game Engineering
NPower Technology Corps 2015 — 2015
Midwood High School 2008 — 2012
High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.