TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Laura (Zoucha) Eddy Laura (Zoucha) Eddy's TD Ameritrade Experience May 2013 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
US Bank October 2009 - May 2013
Platos Closet September 2007 - October 2009
Rutan Construction July 2007 - August 2007
Wellness Within Chiropractic May 2006 - May 2007
Skills
Customer Service, Microsoft Word, Microsoft Office, Banking, Leadership, Event Planning, Public Speaking, Time Management, Research, Finance, Sales, Management, ASL, Communication, Organization
Education
Portland Community College 2009 — 2012
Associates of Applied Science; Sign Language Interpreter Certificate, American Sign Language (ASL)
Portland State University
Communication, General
TD Ameritrade May 2013 - Present
US Bank October 2009 - May 2013
Platos Closet September 2007 - October 2009
Rutan Construction July 2007 - August 2007
Wellness Within Chiropractic May 2006 - May 2007
Skills
Customer Service, Microsoft Word, Microsoft Office, Banking, Leadership, Event Planning, Public Speaking, Time Management, Research, Finance, Sales, Management, ASL, Communication, Organization
Education
Portland Community College 2009 — 2012
Associates of Applied Science; Sign Language Interpreter Certificate, American Sign Language (ASL)
Portland State University
Communication, General
Nathan Weiner Nathan Weiner's TD Ameritrade Experience May 2011 - Present
Job Sr Risk Analyst, Options
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
TD Ameritrade February 2013 - May 2014
TD Ameritrade July 2008 - May 2011
Circuit City January 2005 - May 2006
Best Buy April 1998 - February 2003
Skills
Series 63, Series 7, Options, Uniform Combined State..., Securities, Equities, Trading, Risk Management, Investment Strategies, FINRA, Series 24, series 4, Risk Mitigation, Financial Markets, Maximizer, Activator, Ideation, Adaptability, Relator, Training Delivery, Staff Development, Job Coaching, Training Facilitation, Team Facilitation
Education
Oral Roberts University 1998 — 2000
TD Ameritrade May 2011 - Present
TD Ameritrade February 2013 - May 2014
TD Ameritrade July 2008 - May 2011
Circuit City January 2005 - May 2006
Best Buy April 1998 - February 2003
Skills
Series 63, Series 7, Options, Uniform Combined State..., Securities, Equities, Trading, Risk Management, Investment Strategies, FINRA, Series 24, series 4, Risk Mitigation, Financial Markets, Maximizer, Activator, Ideation, Adaptability, Relator, Training Delivery, Staff Development, Job Coaching, Training Facilitation, Team Facilitation
Education
Oral Roberts University 1998 — 2000
Harsh Chudgar Harsh Chudgar's TD Ameritrade Experience September 2011 - July 2013
Job Sr Risk Analyst
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
TD Ameritrade September 2011 - July 2013
Oklahoma State University February 2010 - May 2011
Oklahoma State University January 2010 - March 2010
Supreme Engineering Works Ltd July 2008 - August 2008
TATA International Ltd June 2007 - June 2007
Skills
SQL, SAS, SAS/SQL, ODS, RDBMS, Predictive Modeling, Predictive Analytics, Statistical Modeling, Access, SQL Server, Oracle SQL, Data Warehousing, ETL, Financial Analysis, Financial Risk, Stress Test, Option Pricing Models, Data Mining, Analytics, Credit Risk, VBA, Risk Analytics, Teradata, Market Risk, Logistic Regression, SAS programming, Data Analysis, Quantitative Analytics, Statistics, Cluster Analysis, Business Intelligence, Decision Trees, Microsoft SQL Server, SAS Programming
Education
Oklahoma State University 2009 — 2011
Master of Science, Industrial Engineering and Management
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2005 — 2009
Bachelors of Engineering, Mechanical Engineering
JPMorgan Chase July 2013 - Present
TD Ameritrade September 2011 - July 2013
Oklahoma State University February 2010 - May 2011
Oklahoma State University January 2010 - March 2010
Supreme Engineering Works Ltd July 2008 - August 2008
TATA International Ltd June 2007 - June 2007
Skills
SQL, SAS, SAS/SQL, ODS, RDBMS, Predictive Modeling, Predictive Analytics, Statistical Modeling, Access, SQL Server, Oracle SQL, Data Warehousing, ETL, Financial Analysis, Financial Risk, Stress Test, Option Pricing Models, Data Mining, Analytics, Credit Risk, VBA, Risk Analytics, Teradata, Market Risk, Logistic Regression, SAS programming, Data Analysis, Quantitative Analytics, Statistics, Cluster Analysis, Business Intelligence, Decision Trees, Microsoft SQL Server, SAS Programming
Education
Oklahoma State University 2009 — 2011
Master of Science, Industrial Engineering and Management
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2005 — 2009
Bachelors of Engineering, Mechanical Engineering
Nathan Paschel Nathan Paschel's TD Ameritrade Experience April 2015 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
ADP September 2014 - April 2015
ADP December 2013 - September 2014
New York Life Insurance Company March 2013 - February 2014
Skills
Retirement Planning, Sales Presentations, Team Leadership, Process Improvement, Investment Strategies, SaaS, Business Process..., Life Insurance, Business Analysis, Software Implementation, Mutual Funds, Business Planning, Business Strategy, Securities Regulation
Education
Point Park University 2014 — 2016
Business Administration and Management, General
York College of Pennsylvania 2004 — 2007
Business Administration and Management, General
Bethel Park High School
TD Ameritrade April 2015 - Present
ADP September 2014 - April 2015
ADP December 2013 - September 2014
New York Life Insurance Company March 2013 - February 2014
Skills
Retirement Planning, Sales Presentations, Team Leadership, Process Improvement, Investment Strategies, SaaS, Business Process..., Life Insurance, Business Analysis, Software Implementation, Mutual Funds, Business Planning, Business Strategy, Securities Regulation
Education
Point Park University 2014 — 2016
Business Administration and Management, General
York College of Pennsylvania 2004 — 2007
Business Administration and Management, General
Bethel Park High School
Danny Boylan Danny Boylan's TD Ameritrade Experience April 2013 - Present
Job Regional Director New York
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
TD Ameritrade January 2007 - March 2013
TD Ameritrade February 2001 - December 2006
Charles Schwab January 1994 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investments, Asset Allocation, Securities, Investment Advisory, Retirement, Series 24, Financial Services
Education
Pace University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
TD Ameritrade April 2013 - Present
TD Ameritrade January 2007 - March 2013
TD Ameritrade February 2001 - December 2006
Charles Schwab January 1994 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investments, Asset Allocation, Securities, Investment Advisory, Retirement, Series 24, Financial Services
Education
Pace University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
Karl Campbell's TD Ameritrade Experience April 2015 - Present
Job Senior Software Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
E*TRADE Financial Corporation July 2014 - April 2015
E*TRADE Financial July 2012 - July 2014
Purdue University January 2011 - May 2012
Skills
Java, Python, JavaScript, Linux, Scala, HTML5, Perl, C/C++ STL, Git, Node.js, Bash, OOP, Groovy
Education
Purdue University 2007 — 2012
Bachelor of Science, Computer Engineering
TD Ameritrade April 2015 - Present
E*TRADE Financial Corporation July 2014 - April 2015
E*TRADE Financial July 2012 - July 2014
Purdue University January 2011 - May 2012
Skills
Java, Python, JavaScript, Linux, Scala, HTML5, Perl, C/C++ STL, Git, Node.js, Bash, OOP, Groovy
Education
Purdue University 2007 — 2012
Bachelor of Science, Computer Engineering
Erik Knauss Erik Knauss's TD Ameritrade Experience December 2012 - June 2013
Job RNDC sales/ account manager
Industry Wine and Spirits
Experience
Republic National Distributing Company September 2010 - Present
Hiro 88 May 2005 - Present
TD Ameritrade December 2012 - June 2013
Westside Community Schools August 2010 - May 2012
Skills
Customer Service, Sales, Teaching, Leadership, Management, Public Speaking, Restaurant Management, Microsoft Office, Wine, Retail, Social Media, Time Management, Social Networking, Public Relations, Account Management, Beer, Food, Teamwork
Education
Peru State College 2004 — 2007
Bachelor of Science, Secondary Education and Teaching
University of Nebraska-Lincoln 2001 — 2003
Republic National Distributing Company September 2010 - Present
Hiro 88 May 2005 - Present
TD Ameritrade December 2012 - June 2013
Westside Community Schools August 2010 - May 2012
Skills
Customer Service, Sales, Teaching, Leadership, Management, Public Speaking, Restaurant Management, Microsoft Office, Wine, Retail, Social Media, Time Management, Social Networking, Public Relations, Account Management, Beer, Food, Teamwork
Education
Peru State College 2004 — 2007
Bachelor of Science, Secondary Education and Teaching
University of Nebraska-Lincoln 2001 — 2003
Robert Norman Sobol, Esq.'s TD Ameritrade Experience December 2009 - Present
Job Associate General Counsel Products
Industry Financial Services
Experience
TD Ameritrade December 2009 - Present
Private Practice April 2009 - December 2009
Merrill Lynch August 2006 - June 2009
NYC Asset Management Firm March 2005 - April 2006
Sterling Management Solutions 2003 - 2005
Montgomery McCracken 2001 - 2003
iMedium 2000 - 2001
Morgan, Lewis & Bockius LLP 1999 - 2000
Ballard Spahr Andrews & Ingersoll, LLP 1997 - 1999
Skills
Increasing Asset..., Increasing AUM, Increasing Asset..., Securities, Mutual Funds, Hedge Funds, Alternative Investments, Investment Advisory, Asset Management, Securities Law, Investments, Fixed Income, ETFs, AML, Compliance, Due Diligence, Wealth Management, Securities Regulation, Financial Markets, Venture Capital, ERISA, Risk Management, Financial Institutions, Mergers, SEC reporting, Portfolio Management, Compliance Management, Annuities, Fund Of Funds, Corporate Finance, Risk, Derivatives, Corporate Governance, Equities, Private Equity, Prime Brokerage, Private Placements, Structured Products, International Business, International Finance, 529 Plans, College Savings Plans, Investment Companies, Investment Products, Money Market, Repos, Revenue Improvement, Regulatory Affairs, Intellectual Property, Patents
Education
Widener University School of Law 1994 — 1998
JD (Cum Laude/Law Review), Law
Temple University 1987 — 1988
B.A., History
Penn State University 1980 — 1983
History
Central High School 1975 — 1979
TD Ameritrade December 2009 - Present
Private Practice April 2009 - December 2009
Merrill Lynch August 2006 - June 2009
NYC Asset Management Firm March 2005 - April 2006
Sterling Management Solutions 2003 - 2005
Montgomery McCracken 2001 - 2003
iMedium 2000 - 2001
Morgan, Lewis & Bockius LLP 1999 - 2000
Ballard Spahr Andrews & Ingersoll, LLP 1997 - 1999
Skills
Increasing Asset..., Increasing AUM, Increasing Asset..., Securities, Mutual Funds, Hedge Funds, Alternative Investments, Investment Advisory, Asset Management, Securities Law, Investments, Fixed Income, ETFs, AML, Compliance, Due Diligence, Wealth Management, Securities Regulation, Financial Markets, Venture Capital, ERISA, Risk Management, Financial Institutions, Mergers, SEC reporting, Portfolio Management, Compliance Management, Annuities, Fund Of Funds, Corporate Finance, Risk, Derivatives, Corporate Governance, Equities, Private Equity, Prime Brokerage, Private Placements, Structured Products, International Business, International Finance, 529 Plans, College Savings Plans, Investment Companies, Investment Products, Money Market, Repos, Revenue Improvement, Regulatory Affairs, Intellectual Property, Patents
Education
Widener University School of Law 1994 — 1998
JD (Cum Laude/Law Review), Law
Temple University 1987 — 1988
B.A., History
Penn State University 1980 — 1983
History
Central High School 1975 — 1979
Christian Cadena Christian Cadena's TD Ameritrade Experience May 2010 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
Lloyds TSB Bank plc June 2001 - March 2009
Skills
Investment Banking, Credit, Credit Risk, Trading, Private Banking, Portfolio Management, Risk Management, Investment Advisory, Corporate Finance, Equities, Series 7, Securities, Asset Management, Financial Analysis, Strategy, Finance, Banking
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (MBA)
Pontificia Universidad Católica del Ecuador 1994 — 1999
economist, economics
TD Ameritrade May 2010 - Present
Lloyds TSB Bank plc June 2001 - March 2009
Skills
Investment Banking, Credit, Credit Risk, Trading, Private Banking, Portfolio Management, Risk Management, Investment Advisory, Corporate Finance, Equities, Series 7, Securities, Asset Management, Financial Analysis, Strategy, Finance, Banking
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (MBA)
Pontificia Universidad Católica del Ecuador 1994 — 1999
economist, economics
Jaclyn Verga Jaclyn Verga's TD Ameritrade Experience June 2014 - August 2014
Job IT Operations Engineer at SocialCode
Industry Information Technology and Services
Experience
SocialCode June 2015 - Present
Mercedes-Benz USA October 2014 - April 2015
TD Ameritrade June 2014 - August 2014
KPMG US September 2013 - December 2013
Right Executive Search LLC November 2012 - May 2013
Team Baker Sports Marketing May 2012 - August 2012
Skills
MySQL, System Architecture, Web Applications, Databases, UML, Integration, IT Solutions, Technical Support, Business Analysis, System Administration, System Monitoring
Education
Stevens Institute of Technology
Master of Science in Information Systems
Ramapo College of New Jersey
Bachelor of Arts (BA)
Ramapo High School
High School Diploma
SocialCode June 2015 - Present
Mercedes-Benz USA October 2014 - April 2015
TD Ameritrade June 2014 - August 2014
KPMG US September 2013 - December 2013
Right Executive Search LLC November 2012 - May 2013
Team Baker Sports Marketing May 2012 - August 2012
Skills
MySQL, System Architecture, Web Applications, Databases, UML, Integration, IT Solutions, Technical Support, Business Analysis, System Administration, System Monitoring
Education
Stevens Institute of Technology
Master of Science in Information Systems
Ramapo College of New Jersey
Bachelor of Arts (BA)
Ramapo High School
High School Diploma
Katie Robbins CRPS®'s TD Ameritrade Experience September 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2015 - Present
TD Ameritrade January 2015 - September 2015
ShareBuilder 401k April 2013 - January 2015
ShareBuilder March 2011 - April 2013
Skills
Financial Services, Series 7, Salesforce.com, Customer Service, Retirement Planning, Leadership, Banking, Financial Analysis, Management, Sales, 401k
Education
Pacific Lutheran University 2007 — 2010
Bachelor of Arts (B.A.), English Writing
TD Ameritrade September 2015 - Present
TD Ameritrade January 2015 - September 2015
ShareBuilder 401k April 2013 - January 2015
ShareBuilder March 2011 - April 2013
Skills
Financial Services, Series 7, Salesforce.com, Customer Service, Retirement Planning, Leadership, Banking, Financial Analysis, Management, Sales, 401k
Education
Pacific Lutheran University 2007 — 2010
Bachelor of Arts (B.A.), English Writing
Jennifer Kingston (Chapple) Jennifer Kingston (Chapple)'s TD Ameritrade Experience May 2013 - December 2014
Job Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Neal Ruskin Neal Ruskin's TD Ameritrade Experience September 2003 - October 2007
Job Managing Partner, Product Development at Silver Management Group, Inc
Industry Financial Services
Experience
Silver Management Group, Inc July 2014 - Present
Silver Management Group June 2008 - July 2014
TD Ameritrade September 2003 - October 2007
TAHO Commerce Group February 1999 - April 2003
CheckFree Investment Services April 1995 - January 1999
Skills
Strategy, Enterprise Software, Management, Portfolio Management, Investments, Product Development, Consulting, Wealth Management, SDLC, SOA, Software Project..., Software Development, Java Enterprise Edition, SQL, Requirements Analysis, Enterprise Architecture, Business Analysis, Java, Agile Methodologies, Linux, Cost Basis Reporting, Architecture, Architectures
Education
Princeton University 1984 — 1989
BA, Political Economics & East Asian Studies
Pratt Institute 1991 — 1994
MID, Industrial Design & Human Factors
Silver Management Group, Inc July 2014 - Present
Silver Management Group June 2008 - July 2014
TD Ameritrade September 2003 - October 2007
TAHO Commerce Group February 1999 - April 2003
CheckFree Investment Services April 1995 - January 1999
Skills
Strategy, Enterprise Software, Management, Portfolio Management, Investments, Product Development, Consulting, Wealth Management, SDLC, SOA, Software Project..., Software Development, Java Enterprise Edition, SQL, Requirements Analysis, Enterprise Architecture, Business Analysis, Java, Agile Methodologies, Linux, Cost Basis Reporting, Architecture, Architectures
Education
Princeton University 1984 — 1989
BA, Political Economics & East Asian Studies
Pratt Institute 1991 — 1994
MID, Industrial Design & Human Factors
Joshua Shirey Joshua Shirey's TD Ameritrade Experience May 2013 - June 2014
Job Student Minister at First Baptist Church Blanchard
Industry Religious Institutions
Experience
First Baptist Church Blanchard June 2014 - Present
TD Ameritrade May 2013 - June 2014
Nations Reliable Lending October 2012 - May 2013
Uncle Julio's Corporation February 2012 - October 2012
Ridgecrest Baptist Church October 2011 - January 2012
Chick-fil-A April 2010 - October 2011
Skills
Preaching, Teaching, Philosophy, Apologetics, Missions, Youth Ministry, College Ministry, Curriculum Design, Biblical Studies, Public Speaking, Teamwork, Music, Team Leadership, Management, Critical Thinking, Loans, Training, Microsoft Office, Finance, Customer Service
Education
Southwestern Baptist Theological Seminary 2006 — 2012
Bachelor's Degree, Humanities
Paris Junior College 2006 — 2006
First Baptist Church Blanchard June 2014 - Present
TD Ameritrade May 2013 - June 2014
Nations Reliable Lending October 2012 - May 2013
Uncle Julio's Corporation February 2012 - October 2012
Ridgecrest Baptist Church October 2011 - January 2012
Chick-fil-A April 2010 - October 2011
Skills
Preaching, Teaching, Philosophy, Apologetics, Missions, Youth Ministry, College Ministry, Curriculum Design, Biblical Studies, Public Speaking, Teamwork, Music, Team Leadership, Management, Critical Thinking, Loans, Training, Microsoft Office, Finance, Customer Service
Education
Southwestern Baptist Theological Seminary 2006 — 2012
Bachelor's Degree, Humanities
Paris Junior College 2006 — 2006
Colby Sears's TD Ameritrade Experience February 2015 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
Bank of America April 2014 - February 2015
Sport Spree Retail Store 2013 - 2014
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Recreation and Tourism Management
Penn State University 2008 — 2012
TD Ameritrade February 2015 - Present
Bank of America April 2014 - February 2015
Sport Spree Retail Store 2013 - 2014
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Recreation and Tourism Management
Penn State University 2008 — 2012
Steve Fine Steve Fine's TD Ameritrade Experience 2001 - July 2015
Job Consultant
Industry Professional Training & Coaching
Experience
TIAA-CREF September 2015 - Present
The College at Southwestern (SWBTS) 2001 - Present
TD Ameritrade 2001 - July 2015
First Baptist Church Euless 1996 - 2001
Whitesburg Baptist Church 1994 - 1996
Eastwood Baptist Church 1991 - 1994
Northwest Baptist Church 1989 - 1991
Education
Southwestern Baptist Theological Seminary 1986 — 1989
Master's Degree, Theology w/Languages
Princeton University 1989 — 1990
Pre-Doctoral Research Fellowship, Philosophy and Hellenic Studies
Southwest Baptist University 1980 — 1985
Bachelor of Science (BS), Education and Philosophy
TIAA-CREF September 2015 - Present
The College at Southwestern (SWBTS) 2001 - Present
TD Ameritrade 2001 - July 2015
First Baptist Church Euless 1996 - 2001
Whitesburg Baptist Church 1994 - 1996
Eastwood Baptist Church 1991 - 1994
Northwest Baptist Church 1989 - 1991
Education
Southwestern Baptist Theological Seminary 1986 — 1989
Master's Degree, Theology w/Languages
Princeton University 1989 — 1990
Pre-Doctoral Research Fellowship, Philosophy and Hellenic Studies
Southwest Baptist University 1980 — 1985
Bachelor of Science (BS), Education and Philosophy
AHMED SYED AHMED SYED's TD Ameritrade Experience April 2009 - December 2009
Job Senior Business Intelligence Consultant at Deloitte
Industry Computer Software
Experience
Deloitte July 2012 - Present
Deloitte Managed Analytics January 2011 - August 2012
The Glenture Group, LLC July 2010 - January 2011
Amgen January 2010 - September 2010
RITNOA 2007 - 2010
TD Ameritrade April 2009 - December 2009
CVS Caremark January 2008 - March 2009
Skills
SAS Base, Business Objects, Business Intelligence, Data Modeling, Dashboard, Web Intelligence, Crystal Reports, Dimensional Modeling, Analysis Services, SAP BW, Analytics, ETL, SQL, PL/SQL, Oracle, Informatica, Tableau, Data Integration, Microsoft SQL Server, QlikView, Business Intelligence..., Requirements Analysis, Data Warehousing, SAP BI, Cognos, Dashboards, SQL Tuning, Business Objects Data..., T-SQL, Data Warehouse..., SAP, Business Objects Data..., Databases, SSRS, QlikView Development, BODS, SAP HANA, ASP.NET MVC, JavaScript, C# 4.0, MVC Architecture, Database Administration, Data Architecture, Data Analysis, SAS programming, SPSS, Crystal Xcelsius 2008, Visual C#.NET
Education
University of Virginia 2007 — 2009
Masters In Software Engineering, Data Base Administration, Software Life Cycle Development, ERP., A+
Osmania University 2001 — 2005
Bachelors Of Engineering, Electronics and Communication Engineering, A+
Deloitte July 2012 - Present
Deloitte Managed Analytics January 2011 - August 2012
The Glenture Group, LLC July 2010 - January 2011
Amgen January 2010 - September 2010
RITNOA 2007 - 2010
TD Ameritrade April 2009 - December 2009
CVS Caremark January 2008 - March 2009
Skills
SAS Base, Business Objects, Business Intelligence, Data Modeling, Dashboard, Web Intelligence, Crystal Reports, Dimensional Modeling, Analysis Services, SAP BW, Analytics, ETL, SQL, PL/SQL, Oracle, Informatica, Tableau, Data Integration, Microsoft SQL Server, QlikView, Business Intelligence..., Requirements Analysis, Data Warehousing, SAP BI, Cognos, Dashboards, SQL Tuning, Business Objects Data..., T-SQL, Data Warehouse..., SAP, Business Objects Data..., Databases, SSRS, QlikView Development, BODS, SAP HANA, ASP.NET MVC, JavaScript, C# 4.0, MVC Architecture, Database Administration, Data Architecture, Data Analysis, SAS programming, SPSS, Crystal Xcelsius 2008, Visual C#.NET
Education
University of Virginia 2007 — 2009
Masters In Software Engineering, Data Base Administration, Software Life Cycle Development, ERP., A+
Osmania University 2001 — 2005
Bachelors Of Engineering, Electronics and Communication Engineering, A+
Michael Thorgersen's TD Ameritrade Experience May 2004 - June 2007
Job Seeking new position in International Affairs, Professional with Experience in Financial Market Analysis and Management
Industry International Affairs
Experience
Absolute Consulting Inc. February 2008 - 2014
Citigroup May 2004 - June 2007
TD Ameritrade May 2004 - June 2007
Crown Financial Group January 2002 - May 2004
Fleet Trading, a division of Fleet Bank, Now Bank of America January 2000 - August 2001
Oppenheimer & Co. Inc. June 1997 - December 1999
Skills
Business Development, Management, Project Management, Strategic Planning, Finance, Analysis, Employee Training, Training, Consulting, Proposal Writing, Contract Negotiation, Negotiation, Vendor Management, Risk Management, Process Improvement, Recruiting, Staffing Services, Technical Recruiting, Contract Management, Interviewing Skills, Networking, Temporary Placement, Capital Markets, Trading, Equities, Trading Platforms, College Recruiting, Procurement, Applicant Tracking..., Profit & Loss..., Contract Recruitment, CRM, Electronic Trading...
Education
Penn State University 2012 — 2015
Bachelor’s Degree, Political Science, GPA 3.90
Absolute Consulting Inc. February 2008 - 2014
Citigroup May 2004 - June 2007
TD Ameritrade May 2004 - June 2007
Crown Financial Group January 2002 - May 2004
Fleet Trading, a division of Fleet Bank, Now Bank of America January 2000 - August 2001
Oppenheimer & Co. Inc. June 1997 - December 1999
Skills
Business Development, Management, Project Management, Strategic Planning, Finance, Analysis, Employee Training, Training, Consulting, Proposal Writing, Contract Negotiation, Negotiation, Vendor Management, Risk Management, Process Improvement, Recruiting, Staffing Services, Technical Recruiting, Contract Management, Interviewing Skills, Networking, Temporary Placement, Capital Markets, Trading, Equities, Trading Platforms, College Recruiting, Procurement, Applicant Tracking..., Profit & Loss..., Contract Recruitment, CRM, Electronic Trading...
Education
Penn State University 2012 — 2015
Bachelor’s Degree, Political Science, GPA 3.90
Michael Altabef Michael Altabef's TD Ameritrade Experience May 2010 - Present
Job Senior Project Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
TD Ameritrade August 2009 - May 2010
NASDAQ OMX PHLX July 2008 - August 2008
Philadelphia Stock Exchange March 1989 - July 2008
Goldman Sachs March 1986 - March 1989
Monchik/Weber Corporation February 1985 - March 1986
Children's Television Workshop September 1983 - February 1985
Federal Reserve Bank of New York June 1981 - September 1983
Skills
Options, Trading Systems, Electronic Trading, Market Data, SDLC, Derivatives, Financial Markets, Trading, Equities, Project Management, Securities, Analysis, Enterprise Architecture, Leadership, Financial Services, Business Analysis, Fixed Income, Software Project..., Risk Management, Unix, Disaster Recovery
Education
Queens College 1977 — 1981
BA, Computer Science
W.C. Mepham High School 1971 — 1975
NYS Regency HS Diploma, General
TD Ameritrade May 2010 - Present
TD Ameritrade August 2009 - May 2010
NASDAQ OMX PHLX July 2008 - August 2008
Philadelphia Stock Exchange March 1989 - July 2008
Goldman Sachs March 1986 - March 1989
Monchik/Weber Corporation February 1985 - March 1986
Children's Television Workshop September 1983 - February 1985
Federal Reserve Bank of New York June 1981 - September 1983
Skills
Options, Trading Systems, Electronic Trading, Market Data, SDLC, Derivatives, Financial Markets, Trading, Equities, Project Management, Securities, Analysis, Enterprise Architecture, Leadership, Financial Services, Business Analysis, Fixed Income, Software Project..., Risk Management, Unix, Disaster Recovery
Education
Queens College 1977 — 1981
BA, Computer Science
W.C. Mepham High School 1971 — 1975
NYS Regency HS Diploma, General
Kalyan Pudota Kalyan Pudota's TD Ameritrade Experience April 2012 - Present
Job Lead Application Development/TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
Citigroup December 2005 - April 2012
NBCUniversal, Inc. 2003 - 2005
Avaya May 2002 - May 2003
Softalia Inc March 2000 - April 2002
Skills
Sybase, SOA, Spring, DB2, Java Enterprise Edition, Performance Tuning, Oracle, PL/SQL, Unix, SQL, Java, Databases, Agile Methodologies, Business Analysis, J2EE Application..., Requirements Analysis, SDLC, Software Development, Spring Framework, Struts
Education
University of Bridgeport 1999 — 2000
Masters, Computer Science
Osmania University 1993 — 1997
Bachelors, Mechanical Engineering
TD Ameritrade April 2012 - Present
Citigroup December 2005 - April 2012
NBCUniversal, Inc. 2003 - 2005
Avaya May 2002 - May 2003
Softalia Inc March 2000 - April 2002
Skills
Sybase, SOA, Spring, DB2, Java Enterprise Edition, Performance Tuning, Oracle, PL/SQL, Unix, SQL, Java, Databases, Agile Methodologies, Business Analysis, J2EE Application..., Requirements Analysis, SDLC, Software Development, Spring Framework, Struts
Education
University of Bridgeport 1999 — 2000
Masters, Computer Science
Osmania University 1993 — 1997
Bachelors, Mechanical Engineering
Frank Sudal, MBA, CFP® Frank Sudal, MBA, CFP®'s TD Ameritrade Experience March 2005 - November 2006
Job Vice President, Senior Investment Officer at FCBank (Cell 6147799820)
Industry Investment Management
Experience
FCBank (Cell 614-779-9820) July 2015 - Present
US Bank January 2007 - July 2015
TD Ameritrade March 2005 - November 2006
Charles Schwab November 1998 - March 2005
Charles Schwab March 1995 - November 1998
United States Marine Corps 1986 - 1990
Education
Penn State University
MBA, New Ventures & Entrepreneurial Studies
FCBank (Cell 614-779-9820) July 2015 - Present
US Bank January 2007 - July 2015
TD Ameritrade March 2005 - November 2006
Charles Schwab November 1998 - March 2005
Charles Schwab March 1995 - November 1998
United States Marine Corps 1986 - 1990
Education
Penn State University
MBA, New Ventures & Entrepreneurial Studies
Anthony Vetell Anthony Vetell's TD Ameritrade Experience April 2002 - October 2009
Job Finance Manager at siggi's dairy
Industry Food & Beverages
Experience
siggi's dairy January 2014 - Present
Pirate Brands October 2009 - November 2013
TD Ameritrade April 2002 - October 2009
Skills
Corporate Finance, Budgets, Budget Reconciliation, Forecasting, Capital Budgeting, Budget Forecasts, Financial Markets, Fixed Income, Fixed Income Analysis, Bond Markets, Municipal Bonds
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor's degree, Finance, General
siggi's dairy January 2014 - Present
Pirate Brands October 2009 - November 2013
TD Ameritrade April 2002 - October 2009
Skills
Corporate Finance, Budgets, Budget Reconciliation, Forecasting, Capital Budgeting, Budget Forecasts, Financial Markets, Fixed Income, Fixed Income Analysis, Bond Markets, Municipal Bonds
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor's degree, Finance, General
Paul DiLillo Paul DiLillo's TD Ameritrade Experience January 2014 - Present
Job Day Trader
Industry Entertainment
Experience
TD Ameritrade January 2014 - Present
Like Brothers Like Kings August 2013 - Present
Skills
Barbering, Exercise, Tanning, Business, Fun, Automotive, Firewood, Stock Trading, Sustainable Agriculture, Technical Analysis, Series 7, Microsoft Excel, Social Media, Social Networking
Education
Fairleigh Dickinson University-College at Florham
Quinnipiac University
TD Ameritrade January 2014 - Present
Like Brothers Like Kings August 2013 - Present
Skills
Barbering, Exercise, Tanning, Business, Fun, Automotive, Firewood, Stock Trading, Sustainable Agriculture, Technical Analysis, Series 7, Microsoft Excel, Social Media, Social Networking
Education
Fairleigh Dickinson University-College at Florham
Quinnipiac University
Janine Memon-Dietz Janine Memon-Dietz's TD Ameritrade Experience August 2004 - May 2007
Job Owner, Saving Grace Photography
Industry Fine Art
Experience
Saving Grace Photography December 2006 - Present
TD Ameritrade August 2004 - May 2007
Cowen and Company May 2002 - August 2004
ABN AMRO Bank N.V. March 2001 - January 2002
NDB Capital Markets August 2000 - January 2001
Objective Health Systems, LLC January 2000 - September 2000
Sherwood Capital 1997 - 2000
Smith Barney 1995 - 1997
CSFB 1993 - 1995
Lehman Brothers 1991 - 1993
Skills
Program Management, Technical Documentation, Project Management, Business Analysis, Product Development, Social Media Marketing, Web Project Management, Entrepreneurship, Social Media, Photoshop, Business Strategy, Web Design, Graphic Design, Business Process..., Photo retouching, Commercial Photography, Product Management, Fine Art Photography, Marketing, Start-ups, Management, Customer Service, Microsoft Office, Communication, Data Mining, Technical Writing, Technical Support
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS. Mngt, Management
Saving Grace Photography December 2006 - Present
TD Ameritrade August 2004 - May 2007
Cowen and Company May 2002 - August 2004
ABN AMRO Bank N.V. March 2001 - January 2002
NDB Capital Markets August 2000 - January 2001
Objective Health Systems, LLC January 2000 - September 2000
Sherwood Capital 1997 - 2000
Smith Barney 1995 - 1997
CSFB 1993 - 1995
Lehman Brothers 1991 - 1993
Skills
Program Management, Technical Documentation, Project Management, Business Analysis, Product Development, Social Media Marketing, Web Project Management, Entrepreneurship, Social Media, Photoshop, Business Strategy, Web Design, Graphic Design, Business Process..., Photo retouching, Commercial Photography, Product Management, Fine Art Photography, Marketing, Start-ups, Management, Customer Service, Microsoft Office, Communication, Data Mining, Technical Writing, Technical Support
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS. Mngt, Management
Hugh Johnson's TD Ameritrade Experience March 2007 - January 2011
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Douglas Kupcha's TD Ameritrade Experience August 2000 - July 2007
Job Sr. Systems Engineer at Oak Hill Advisors, L.P.
Industry Information Technology and Services
Experience
Oak Hill Advisors, L.P. May 2015 - Present
Gravitas November 2007 - May 2015
TD Ameritrade August 2000 - July 2007
Fountain Technologies, Inc. March 1996 - August 2000
Skills
Disaster Recovery, Data Center, Virtualization, VPN, Cloud Computing, Active Directory, System Administration, Windows Server, Storage Area Networks, Storage, Microsoft Exchange, VMware ESX, Microsoft Technologies, Backup Exec, Infrastructure, VoIP, VMware Infrastructure, Backup Solutions, Exchange 2010/2007/2003, ESXi, Citrix, Citrix XenApp, Citrix XenDesktop, Application..., Mobile Devices, Network Monitoring Tools, RSA Security, RSA SecurID, DNS, Hosted Microsoft..., Threat Management, Veeam
Education
Philadelphia University 1993 — 1995
Architecture & Interior Design
Oak Hill Advisors, L.P. May 2015 - Present
Gravitas November 2007 - May 2015
TD Ameritrade August 2000 - July 2007
Fountain Technologies, Inc. March 1996 - August 2000
Skills
Disaster Recovery, Data Center, Virtualization, VPN, Cloud Computing, Active Directory, System Administration, Windows Server, Storage Area Networks, Storage, Microsoft Exchange, VMware ESX, Microsoft Technologies, Backup Exec, Infrastructure, VoIP, VMware Infrastructure, Backup Solutions, Exchange 2010/2007/2003, ESXi, Citrix, Citrix XenApp, Citrix XenDesktop, Application..., Mobile Devices, Network Monitoring Tools, RSA Security, RSA SecurID, DNS, Hosted Microsoft..., Threat Management, Veeam
Education
Philadelphia University 1993 — 1995
Architecture & Interior Design
Casey (Carpenter) Synowiecki Casey (Carpenter) Synowiecki's TD Ameritrade Experience October 1999 - Present
Job Sales and Support Coordinator, Retail Supervision and Controls, TD Ameritrade
Industry
Experience
TD Ameritrade October 1999 - Present
Education
Peru State College 1988 — 1993
Bachelor of Science, Education, Special Education
TD Ameritrade October 1999 - Present
Education
Peru State College 1988 — 1993
Bachelor of Science, Education, Special Education
Mark Skirbe Mark Skirbe's TD Ameritrade Experience December 2008 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2008 - Present
Kiwi Mortgage LLC July 2007 - December 2008
T. Rowe Price January 2004 - July 2007
TD Waterhouse Investor Services July 1996 - June 2002
Skills
Series 7, Series 24, Mutual Funds, Wealth Management, Series 63, Sales Management, Retirement Planning, Asset Allocation, FINRA, Investments, Risk Management, Retirement, Strategic Financial..., Financial Advisory, Portfolio Management, Financial Services, Equities, 401k, Uniform Combined State..., Securities, Relationship Management, Investment Advisory, Investment Strategies, Financial Markets, Asset Management, Fixed Income, Series 6, Alternative Investments, Options, Wealth Management..., Bonds, Fixed Annuities, Investment Management, Wealth, Trading, High Net Worth..., ETFs, IRAs, Stocks, Hedge Funds, Life Insurance
Education
Ramapo College of New Jersey
Bachelor's of Science, Business Administration and Management, General
TD Ameritrade December 2008 - Present
Kiwi Mortgage LLC July 2007 - December 2008
T. Rowe Price January 2004 - July 2007
TD Waterhouse Investor Services July 1996 - June 2002
Skills
Series 7, Series 24, Mutual Funds, Wealth Management, Series 63, Sales Management, Retirement Planning, Asset Allocation, FINRA, Investments, Risk Management, Retirement, Strategic Financial..., Financial Advisory, Portfolio Management, Financial Services, Equities, 401k, Uniform Combined State..., Securities, Relationship Management, Investment Advisory, Investment Strategies, Financial Markets, Asset Management, Fixed Income, Series 6, Alternative Investments, Options, Wealth Management..., Bonds, Fixed Annuities, Investment Management, Wealth, Trading, High Net Worth..., ETFs, IRAs, Stocks, Hedge Funds, Life Insurance
Education
Ramapo College of New Jersey
Bachelor's of Science, Business Administration and Management, General
Jeffrey Weiss Jeffrey Weiss's TD Ameritrade Experience July 2013 - Present
Job Chief AntiMoney Laundering Compliance Officer at TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade July 2013 - Present
Knight Capital Americas, LP January 2004 - July 2013
Knight Capital Group 2004 - July 2013
Bear Stearns November 2001 - January 2004
Herzog, Heine, Geduld, Inc. January 1990 - December 2000
Drexel Burnham Lambert August 1988 - January 1990
Skills
Series 7, Electronic Trading, Capital Markets, Trading, Securities, Series 24, Fixed Income, Series 63, Hedge Funds, Equities, FINRA, Prime Brokerage, AML, Securities Lending, Bonds, Structured Products, Middle Office, Credit Derivatives, Operational Risk, Investment Banking, Trading Strategies, Swaps, Securities Regulation, Financial Services, Mutual Funds, Back Office, Broker-Dealer, Portfolio Management, Investments, Private Equity, Foreign Exchange, Bloomberg, Alternative Investments, Financial Risk, Derivatives, Asset Management, Options, Market Making, Trading Systems, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, ETFs, Equity Trading, Corporate Finance, Emerging Markets, FX Options, Hedging, Commodity
Education
Penn State University 2008 — 2009
MBA, Finance, General
State University of New York College at Oneonta 1982 — 1985
BS, Business Economics
TD Ameritrade July 2013 - Present
Knight Capital Americas, LP January 2004 - July 2013
Knight Capital Group 2004 - July 2013
Bear Stearns November 2001 - January 2004
Herzog, Heine, Geduld, Inc. January 1990 - December 2000
Drexel Burnham Lambert August 1988 - January 1990
Skills
Series 7, Electronic Trading, Capital Markets, Trading, Securities, Series 24, Fixed Income, Series 63, Hedge Funds, Equities, FINRA, Prime Brokerage, AML, Securities Lending, Bonds, Structured Products, Middle Office, Credit Derivatives, Operational Risk, Investment Banking, Trading Strategies, Swaps, Securities Regulation, Financial Services, Mutual Funds, Back Office, Broker-Dealer, Portfolio Management, Investments, Private Equity, Foreign Exchange, Bloomberg, Alternative Investments, Financial Risk, Derivatives, Asset Management, Options, Market Making, Trading Systems, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, ETFs, Equity Trading, Corporate Finance, Emerging Markets, FX Options, Hedging, Commodity
Education
Penn State University 2008 — 2009
MBA, Finance, General
State University of New York College at Oneonta 1982 — 1985
BS, Business Economics
Caitlin Nero Caitlin Nero's TD Ameritrade Experience July 2011 - September 2011
Job Business Owner at Nero's Fencing
Industry Accounting
Experience
Nero's Fencing March 2015 - Present
Nero's Auto Body March 2014 - Present
Nero family May 2012 - February 2014
TD Ameritrade July 2011 - September 2011
Melillo Motors Inc. January 2010 - May 2011
Born In America Restaurant and Pizza Kitchen June 2006 - October 2009
Department of Veterans Affairs January 2008 - August 2009
Skills
Microsoft Office, Accounts Payable, Accounts Receivable, Office Management, Social Networking, Telephone Skills, Payroll, Training, Account Reconciliation, General Office Duties, Accounting, Tax Preparation, Payroll Processing, New Business Development, Website Development, Small Business Marketing
Education
Quinnipiac University - School of Business 2007 — 2010
Bachelors of Science, Finance
Nero's Fencing March 2015 - Present
Nero's Auto Body March 2014 - Present
Nero family May 2012 - February 2014
TD Ameritrade July 2011 - September 2011
Melillo Motors Inc. January 2010 - May 2011
Born In America Restaurant and Pizza Kitchen June 2006 - October 2009
Department of Veterans Affairs January 2008 - August 2009
Skills
Microsoft Office, Accounts Payable, Accounts Receivable, Office Management, Social Networking, Telephone Skills, Payroll, Training, Account Reconciliation, General Office Duties, Accounting, Tax Preparation, Payroll Processing, New Business Development, Website Development, Small Business Marketing
Education
Quinnipiac University - School of Business 2007 — 2010
Bachelors of Science, Finance
Julia Mikhailova Julia Mikhailova's TD Ameritrade Experience May 2014 - December 2014
Job Finance Analyst at JPMC
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
TD Ameritrade May 2014 - December 2014
Federal Reserve College Challenge May 2013 - December 2014
Merrill Lynch January 2014 - May 2014
Federal Reserve Bank of Dallas Undergraduate Research Conference March 2014 - March 2014
Skills
Equities, Investment Management, Investments, Monetary Policy, Asset Allocation, Data Analysis, Economics, Teamwork, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Microsoft Word
Education
Pace University 2011 — 2015
Bachelor of Science (B.S.), Business Economics, Cumulative GPA: 3.98; Major GPA: 4.0
J.P. Morgan July 2015 - Present
TD Ameritrade May 2014 - December 2014
Federal Reserve College Challenge May 2013 - December 2014
Merrill Lynch January 2014 - May 2014
Federal Reserve Bank of Dallas Undergraduate Research Conference March 2014 - March 2014
Skills
Equities, Investment Management, Investments, Monetary Policy, Asset Allocation, Data Analysis, Economics, Teamwork, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Microsoft Word
Education
Pace University 2011 — 2015
Bachelor of Science (B.S.), Business Economics, Cumulative GPA: 3.98; Major GPA: 4.0
Adam Nelik Adam Nelik's TD Ameritrade Experience March 2013 - April 2014
Job Internal Investment Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
TD Ameritrade March 2013 - April 2014
Morgan Stanley Wealth Management August 2009 - March 2013
Morgan Stanley August 2008 - August 2009
Morgan Stanley August 2007 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Bonds, Financial Markets, Credit, Microsoft Office, Financial Analysis, Corporate Finance, Financial Modeling, Trading, Mutual Funds, Wealth Management
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Morgan Stanley August 2014 - Present
TD Ameritrade March 2013 - April 2014
Morgan Stanley Wealth Management August 2009 - March 2013
Morgan Stanley August 2008 - August 2009
Morgan Stanley August 2007 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Bonds, Financial Markets, Credit, Microsoft Office, Financial Analysis, Corporate Finance, Financial Modeling, Trading, Mutual Funds, Wealth Management
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
phani kondaveti phani kondaveti's TD Ameritrade Experience August 2014 - Present
Job Senior FIX QA analyst
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
J.P. Morgan April 2014 - August 2014
Barclays Capital June 2011 - March 2014
Portware August 2010 - June 2011
Merrill Lynch September 2007 - August 2010
Aspire Systems June 2005 - September 2007
Skills
Unix, Sybase, Fidessa, Equities, Investment Banking, Capital Markets, Trading, Electronic Trading, Order Management, Trading Systems, Equity Trading, Hedge Funds, PL/SQL, Market Data, Testing, SQL, Business Analysis, SDLC
Education
Osmania University 2001 — 2005
Bachelor of Engineering (B.E.)
TD Ameritrade August 2014 - Present
J.P. Morgan April 2014 - August 2014
Barclays Capital June 2011 - March 2014
Portware August 2010 - June 2011
Merrill Lynch September 2007 - August 2010
Aspire Systems June 2005 - September 2007
Skills
Unix, Sybase, Fidessa, Equities, Investment Banking, Capital Markets, Trading, Electronic Trading, Order Management, Trading Systems, Equity Trading, Hedge Funds, PL/SQL, Market Data, Testing, SQL, Business Analysis, SDLC
Education
Osmania University 2001 — 2005
Bachelor of Engineering (B.E.)
Shawn Sark Shawn Sark's TD Ameritrade Experience July 1999 - January 2001
Job Associate Broker at Reliant Realty
Industry Real Estate
Experience
Verizon Wireless June 2004 - August 2012
Verizon Wireless September 2006 - March 2008
Verizon Wireless May 2004 - September 2006
Verizon Wireless September 2002 - May 2004
Cingular February 2001 - July 2002
TD Ameritrade July 1999 - January 2001
Skills
Call Centers, Telecommunications, Wireless, Customer Experience, Customer Satisfaction, Customer Retention, VoIP, Cellular Communications, Troubleshooting, CDMA, LTE, Telephony, T1, IP, GSM, Computer Network..., Mobile Devices, Technical Support, 3G, Wireless Networking, Real Estate, Real Estate Investor
Education
Peru State College 2004 — 2006
Bachelor of Applied Science in Business Administration, Business, Management, Marketing, and Related Support Services - Real Estate
Ivy Tech State College 2002 — 2004
Associate of Applied Science in Business Administration, Banking and Financial Management Specialty
Verizon Wireless June 2004 - August 2012
Verizon Wireless September 2006 - March 2008
Verizon Wireless May 2004 - September 2006
Verizon Wireless September 2002 - May 2004
Cingular February 2001 - July 2002
TD Ameritrade July 1999 - January 2001
Skills
Call Centers, Telecommunications, Wireless, Customer Experience, Customer Satisfaction, Customer Retention, VoIP, Cellular Communications, Troubleshooting, CDMA, LTE, Telephony, T1, IP, GSM, Computer Network..., Mobile Devices, Technical Support, 3G, Wireless Networking, Real Estate, Real Estate Investor
Education
Peru State College 2004 — 2006
Bachelor of Applied Science in Business Administration, Business, Management, Marketing, and Related Support Services - Real Estate
Ivy Tech State College 2002 — 2004
Associate of Applied Science in Business Administration, Banking and Financial Management Specialty
Aaron Frazier's TD Ameritrade Experience May 2005 - August 2005
Job Senior Audit Manager Model Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo June 2013 - June 2015
Aviva USA April 2012 - June 2013
Aviva USA February 2011 - April 2012
Protiviti July 2007 - January 2011
Protiviti May 2006 - August 2006
TD Ameritrade May 2005 - August 2005
Skills
Compliance, Insurance, Internal Audit, IT Audit, SOX, Solvency II, IFRS, Market Consistent..., Economic Capital, Financial Modeling, Statistical Modeling, Sarbanes-Oxley Act, Financial Services, Internal Controls, Auditing, Financial Analysis, Financial Risk, Financial Reporting, Enterprise Risk...
Education
Pittsburg State University 2002 — 2007
MBA, Accounting
Wells Fargo June 2015 - Present
Wells Fargo June 2013 - June 2015
Aviva USA April 2012 - June 2013
Aviva USA February 2011 - April 2012
Protiviti July 2007 - January 2011
Protiviti May 2006 - August 2006
TD Ameritrade May 2005 - August 2005
Skills
Compliance, Insurance, Internal Audit, IT Audit, SOX, Solvency II, IFRS, Market Consistent..., Economic Capital, Financial Modeling, Statistical Modeling, Sarbanes-Oxley Act, Financial Services, Internal Controls, Auditing, Financial Analysis, Financial Risk, Financial Reporting, Enterprise Risk...
Education
Pittsburg State University 2002 — 2007
MBA, Accounting
Caitlin Mabrey Caitlin Mabrey's TD Ameritrade Experience March 2015 - Present
Job at
Industry Pharmaceuticals
Experience
TD Ameritrade March 2015 - Present
Shire Pharmaceuticals March 2014 - Present
Shire Pharmaceuticals January 2013 - Present
Tyco Fire Protection Products December 2011 - December 2012
Tyco International July 2010 - November 2011
Skills
Business Intelligence, Integration, Visio, Business Process..., Marketing Communications, Process Improvement, Procurement, Budgets, Account Management, Negotiation, Six Sigma, Cross-functional Team..., Strategic Sourcing, Supply Chain, SAP, Supply Chain Management, Supply Management, MRP, Forecasting, Materials Management, Purchasing, Continuous Improvement
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Supply Chain Management and Information Systems
TD Ameritrade March 2015 - Present
Shire Pharmaceuticals March 2014 - Present
Shire Pharmaceuticals January 2013 - Present
Tyco Fire Protection Products December 2011 - December 2012
Tyco International July 2010 - November 2011
Skills
Business Intelligence, Integration, Visio, Business Process..., Marketing Communications, Process Improvement, Procurement, Budgets, Account Management, Negotiation, Six Sigma, Cross-functional Team..., Strategic Sourcing, Supply Chain, SAP, Supply Chain Management, Supply Management, MRP, Forecasting, Materials Management, Purchasing, Continuous Improvement
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Supply Chain Management and Information Systems
Lindsay Whetton Lindsay Whetton's TD Ameritrade Experience 2002 - 2004
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
Jocelyn Karney Jocelyn Karney's TD Ameritrade Experience October 2011 - October 2012
Job Financial Education Content Designer at Priela
Industry Banking
Experience
Priela November 2012 - Present
TD Ameritrade October 2011 - October 2012
Wells Fargo Bank May 2004 - September 2011
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Essbase, Banking, Corporate Finance, Operations Management, Logistics Management, Managerial Finance, Analysis, Forecasting, Finance, Risk Management, Small Business Lending
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Business
Princeton University 1992 — 1996
BA, Architecture
Harvard Westlake School 1989 — 1992
Priela November 2012 - Present
TD Ameritrade October 2011 - October 2012
Wells Fargo Bank May 2004 - September 2011
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Essbase, Banking, Corporate Finance, Operations Management, Logistics Management, Managerial Finance, Analysis, Forecasting, Finance, Risk Management, Small Business Lending
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Business
Princeton University 1992 — 1996
BA, Architecture
Harvard Westlake School 1989 — 1992
Nabeel Shah, MFin Nabeel Shah, MFin's TD Ameritrade Experience March 2009 - April 2010
Job
Industry Banking
Experience
RBC August 2011 - Present
TD Commercial Banking May 2010 - August 2011
TD Ameritrade March 2009 - April 2010
London Capital Management May 2008 - March 2009
Skills
Portfolio Management, Credit Risk, Financial Modeling, Credit Analysis, Financial Analysis, Credit
Education
Chartered Financial Analyst 2009 — 2013
CFA Level III Candidate 2013
Queen's University 2010 — 2011
Master of Finance, Finance
Wilfrid Laurier University 2004 — 2008
BBA, Major- Finance & Minor- Economics
RBC August 2011 - Present
TD Commercial Banking May 2010 - August 2011
TD Ameritrade March 2009 - April 2010
London Capital Management May 2008 - March 2009
Skills
Portfolio Management, Credit Risk, Financial Modeling, Credit Analysis, Financial Analysis, Credit
Education
Chartered Financial Analyst 2009 — 2013
CFA Level III Candidate 2013
Queen's University 2010 — 2011
Master of Finance, Finance
Wilfrid Laurier University 2004 — 2008
BBA, Major- Finance & Minor- Economics
Megan Mahoney Megan Mahoney's TD Ameritrade Experience May 2008 - August 2008
Job Supply Chain Specialist at ConAgra Foods
Industry Logistics and Supply Chain
Experience
ConAgra Foods September 2012 - Present
Kiewit August 2009 - September 2012
TD Ameritrade May 2008 - August 2008
Skills
Microsoft Word, Analysis, Customer Service, Accounts Receivable, Mutual Funds, Inventory Management, Tax, Accounting, Management, Investments, General Ledger, Process Improvement, SAP, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Supply Chain, Forecasting, Budgets, Microsoft Office, PeopleSoft
Education
University of Nebraska at Omaha 2009 — 2013
Masters in Business Administration
Regis University 2005 — 2009
Bachelor of Science, Accounting, Business Administration
ConAgra Foods September 2012 - Present
Kiewit August 2009 - September 2012
TD Ameritrade May 2008 - August 2008
Skills
Microsoft Word, Analysis, Customer Service, Accounts Receivable, Mutual Funds, Inventory Management, Tax, Accounting, Management, Investments, General Ledger, Process Improvement, SAP, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Supply Chain, Forecasting, Budgets, Microsoft Office, PeopleSoft
Education
University of Nebraska at Omaha 2009 — 2013
Masters in Business Administration
Regis University 2005 — 2009
Bachelor of Science, Accounting, Business Administration
Gabe Chelala's TD Ameritrade Experience March 1999 - March 2006
Job Market Area Instructional Manager at Berlitz Corporation
Industry Education Management
Experience
Berlitz Corporation September 2015 - Present
Berlitz Corporation May 2010 - September 2015
TD Ameritrade March 1999 - March 2006
CIBC February 1998 - March 1999
Skills
Curriculum Design, Curriculum Development, Teaching English as a..., Adult Education, Teacher Training, Tutoring, Lesson Planning, Language Teaching, Educational Leadership, International Education, Quantitative Research, Business English, Management, Teaching, Pedagogy, Instructional Design
Education
St. Peter's College 2006 — 2007
Master of Arts (M.A.), Education
Stevens Institute of Technology 1999 — 2002
Master of Science (M.S.), Business Administration and Management, General
Pace University 1993 — 1998
Bachelor of Arts (B.A.), Economics
Berlitz Corporation September 2015 - Present
Berlitz Corporation May 2010 - September 2015
TD Ameritrade March 1999 - March 2006
CIBC February 1998 - March 1999
Skills
Curriculum Design, Curriculum Development, Teaching English as a..., Adult Education, Teacher Training, Tutoring, Lesson Planning, Language Teaching, Educational Leadership, International Education, Quantitative Research, Business English, Management, Teaching, Pedagogy, Instructional Design
Education
St. Peter's College 2006 — 2007
Master of Arts (M.A.), Education
Stevens Institute of Technology 1999 — 2002
Master of Science (M.S.), Business Administration and Management, General
Pace University 1993 — 1998
Bachelor of Arts (B.A.), Economics
Dustin Rue Dustin Rue's TD Ameritrade Experience April 2013 - Present
Job Investment Consultant TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
JPMorgan Chase December 2011 - April 2013
AXA Advisors March 2011 - December 2011
Merrill Lynch September 2009 - February 2011
Morgan Stanley June 2008 - September 2009
Skills
Financial Advisory, Financial Analysis, Banking, Marketing Strategy, Strategic Financial..., Investment Management, Finance, Financial Planning, Financial Services, Investment Properties, Investments, Loans, Marketing, Real Estate, Retirement Planning, Sales, Strategic Planning, Wealth Management
Education
Oregon State University 2001 — 2004
Bachelor of Science, Psychology
University of Oregon 2000 — 2001
Bachelor of Sciene, Psychology
West Linn High School 1996 — 2000
Diploma
TD Ameritrade April 2013 - Present
JPMorgan Chase December 2011 - April 2013
AXA Advisors March 2011 - December 2011
Merrill Lynch September 2009 - February 2011
Morgan Stanley June 2008 - September 2009
Skills
Financial Advisory, Financial Analysis, Banking, Marketing Strategy, Strategic Financial..., Investment Management, Finance, Financial Planning, Financial Services, Investment Properties, Investments, Loans, Marketing, Real Estate, Retirement Planning, Sales, Strategic Planning, Wealth Management
Education
Oregon State University 2001 — 2004
Bachelor of Science, Psychology
University of Oregon 2000 — 2001
Bachelor of Sciene, Psychology
West Linn High School 1996 — 2000
Diploma
Dennis R Fischer Dennis R Fischer's TD Ameritrade Experience June 1998 - August 2001
Job President at Fischer CCS Inc.
Industry Financial Services
Experience
Fischer CCS Inc. March 2011 - Present
Fast Refinance October 2008 - March 2011
South Florida Finance November 2002 - September 2008
E*TRADE Financial September 2001 - October 2002
TD Ameritrade June 1998 - August 2001
Singer Asset Financial February 1998 - April 1999
Skills
Motivational Speaking, Credit, Loans, Mortgage Lending, Merchant Services, Sales, Sales Management, Marketing, Credit Cards, Payments, Financial Services, Small Business, New Business Development, Risk Management, Start-ups, Lead Generation, Training, Financial Analysis, Business Development, Leadership, Customer Service, Banking, Payment Card Processing, Strategic Planning, Finance, Call Centers, Mobile Payments, Funding, Small Business Lending
Education
Palm Beach Atlantic University 1999 — 2001
MBA, Finance
State University of New York at Oswego 1992 — 1994
BA, Economics
Fischer CCS Inc. March 2011 - Present
Fast Refinance October 2008 - March 2011
South Florida Finance November 2002 - September 2008
E*TRADE Financial September 2001 - October 2002
TD Ameritrade June 1998 - August 2001
Singer Asset Financial February 1998 - April 1999
Skills
Motivational Speaking, Credit, Loans, Mortgage Lending, Merchant Services, Sales, Sales Management, Marketing, Credit Cards, Payments, Financial Services, Small Business, New Business Development, Risk Management, Start-ups, Lead Generation, Training, Financial Analysis, Business Development, Leadership, Customer Service, Banking, Payment Card Processing, Strategic Planning, Finance, Call Centers, Mobile Payments, Funding, Small Business Lending
Education
Palm Beach Atlantic University 1999 — 2001
MBA, Finance
State University of New York at Oswego 1992 — 1994
BA, Economics
Joseph Herron Joseph Herron's TD Ameritrade Experience March 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Catholic Foundation of Greater Philadelphia 2013 - 2015
Huntingdon Valley Investment Professionals, Inc. 2010 - January 2013
Bank of America Merrill Lynch May 2008 - October 2010
PNC Investments November 2000 - May 2008
Comcast 1996 - 2000
Skills
Alternative Investments, Finance, Investments, Mutual Funds, Retirement, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Securities, Financial Services, Series 65, Financial Planning
Education
Philadelphia University 1989 — 1993
BS, Marketing & Finance
TD Ameritrade March 2015 - Present
Catholic Foundation of Greater Philadelphia 2013 - 2015
Huntingdon Valley Investment Professionals, Inc. 2010 - January 2013
Bank of America Merrill Lynch May 2008 - October 2010
PNC Investments November 2000 - May 2008
Comcast 1996 - 2000
Skills
Alternative Investments, Finance, Investments, Mutual Funds, Retirement, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Securities, Financial Services, Series 65, Financial Planning
Education
Philadelphia University 1989 — 1993
BS, Marketing & Finance
Daniel Huffman Daniel Huffman's TD Ameritrade Experience December 2006 - March 2011
Job Business Analyst at Pitney Bowes
Industry Information Technology and Services
Experience
Pitney Bowes February 2011 - Present
TD Ameritrade December 2006 - March 2011
Genesis 10 June 2006 - November 2006
Kinetic Solutions January 2006 - June 2006
Mutual of Omaha April 2001 - November 2005
DST Systems January 2001 - April 2001
Security Benefit January 2000 - January 2001
DST Systems 1998 - January 2000
United States Postal Service 1996 - 1998
US Navy May 1991 - January 1994
Skills
Requirements Analysis, Visio, SDLC, Requirements Gathering, Business Process, Agile Methodologies, Software Documentation, Testing, Quality Assurance, Quality Center, Databases, Test Planning, SQL, Data Modeling, Access
Education
Park University 1997 — 2000
BS, Managing Information Systems
Pitney Bowes February 2011 - Present
TD Ameritrade December 2006 - March 2011
Genesis 10 June 2006 - November 2006
Kinetic Solutions January 2006 - June 2006
Mutual of Omaha April 2001 - November 2005
DST Systems January 2001 - April 2001
Security Benefit January 2000 - January 2001
DST Systems 1998 - January 2000
United States Postal Service 1996 - 1998
US Navy May 1991 - January 1994
Skills
Requirements Analysis, Visio, SDLC, Requirements Gathering, Business Process, Agile Methodologies, Software Documentation, Testing, Quality Assurance, Quality Center, Databases, Test Planning, SQL, Data Modeling, Access
Education
Park University 1997 — 2000
BS, Managing Information Systems
Slawomir(Suave) Mark Jusis Slawomir(Suave) Mark Jusis's TD Ameritrade Experience January 2006 - January 2009
Job Analytics & Strategic Planning Professional
Industry Financial Services
Experience
EducationDynamics March 2013 - Present
Strategy Makers LLC July 2009 - March 2013
TD Ameritrade January 2006 - January 2009
Advanstar 2005 - 2005
Knoa Software 2000 - 2001
HSBC Securities Inc. January 1998 - August 2000
Samsung February 1995 - December 1997
Skills
Investments, Series 7, Portfolio Management, Equities, Financial Services, Analytics, Financial Modeling, Competitive Intelligence, Wealth Management, Fixed Income, Mergers, Risk Management, Strategic Planning, Business Strategy, Data Analysis, Business Development, Inclusive Leadership, Business Planning, Analysis, Strategy, Intuitive Leadership, Mergers & Acquisitions, Management, Start-ups, Due Diligence, Leadership, Strategic Partnerships, Executive Management, Marketing, CRM, Business Intelligence, Marketing Strategy, Consulting, Financial Analysis, Finance
Education
University of Gloucestershire 2002 — 2004
Master of Business Administration (M.B.A.), Business Strategy
Ramapo College of New Jersey 1992 — 1997
Bachelor's Degree, Economics & International Business Finance
St. Mary's High School Rutherford NJ
High School
EducationDynamics March 2013 - Present
Strategy Makers LLC July 2009 - March 2013
TD Ameritrade January 2006 - January 2009
Advanstar 2005 - 2005
Knoa Software 2000 - 2001
HSBC Securities Inc. January 1998 - August 2000
Samsung February 1995 - December 1997
Skills
Investments, Series 7, Portfolio Management, Equities, Financial Services, Analytics, Financial Modeling, Competitive Intelligence, Wealth Management, Fixed Income, Mergers, Risk Management, Strategic Planning, Business Strategy, Data Analysis, Business Development, Inclusive Leadership, Business Planning, Analysis, Strategy, Intuitive Leadership, Mergers & Acquisitions, Management, Start-ups, Due Diligence, Leadership, Strategic Partnerships, Executive Management, Marketing, CRM, Business Intelligence, Marketing Strategy, Consulting, Financial Analysis, Finance
Education
University of Gloucestershire 2002 — 2004
Master of Business Administration (M.B.A.), Business Strategy
Ramapo College of New Jersey 1992 — 1997
Bachelor's Degree, Economics & International Business Finance
St. Mary's High School Rutherford NJ
High School
Krista A. Ramroop Krista A. Ramroop's TD Ameritrade Experience October 2013 - December 2014
Job Merrill Lynch, Global Wealth & Investment Management (GWIM), Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
TD Ameritrade October 2013 - December 2014
PNC August 2012 - October 2013
New York Life Insurance Company August 2011 - July 2013
Reckitt Benckiser September 2010 - December 2010
Merrill Lynch October 2009 - September 2010
Bankers Life and Casualty June 2009 - August 2009
Contemporary Business Practice January 2008 - May 2008
ING (formerly Citistreet) June 2003 - August 2007
Skills
OMNI, AS400, Microsoft Office, Salesforce.com, Power Image, Maximo, Customer Service, Microsoft Word, Lotus Notes, Banking, Cash Management, PowerPoint, Loans, Securities
Education
Pace University - Lubin School of Business 2007 — 2011
Management, Business Management
Rutgers Preparatory School 2003 — 2007
Merrill Lynch March 2015 - Present
TD Ameritrade October 2013 - December 2014
PNC August 2012 - October 2013
New York Life Insurance Company August 2011 - July 2013
Reckitt Benckiser September 2010 - December 2010
Merrill Lynch October 2009 - September 2010
Bankers Life and Casualty June 2009 - August 2009
Contemporary Business Practice January 2008 - May 2008
ING (formerly Citistreet) June 2003 - August 2007
Skills
OMNI, AS400, Microsoft Office, Salesforce.com, Power Image, Maximo, Customer Service, Microsoft Word, Lotus Notes, Banking, Cash Management, PowerPoint, Loans, Securities
Education
Pace University - Lubin School of Business 2007 — 2011
Management, Business Management
Rutgers Preparatory School 2003 — 2007
Randy Grossman Randy Grossman's TD Ameritrade Experience 1999 - 2002
Job Owner at VapePen.Us
Industry Health, Wellness and Fitness
Experience
VapePen.Us February 2014 - Present
VapePen.Us February 2014 - Present
Self Employed August 2013 - August 2015
Pacific Pearl Group 2012 - 2013
Self Employed 2011 - 2012
TradeKing 2007 - 2011
TD Ameritrade 1999 - 2002
Skills
FINRA Series 7, 24, 53,..., Compliance Auditing, AML and OFAC Detection, Operations Training, Risk Assessment, Risk Management, Regulatory Compliance, SEC and FINRA filings, Advanced Margin, Options, Mutual Funds, Series 7 Prep, Quality Auditing, Series 7, Equities, FINRA, Investments, Trading
Education
Palm Beach State College 2003 — 2006
Associate of Arts (AA), Finance, General, 3.5
Pratt Institute 1995 — 1996
Graphic Design
VapePen.Us February 2014 - Present
VapePen.Us February 2014 - Present
Self Employed August 2013 - August 2015
Pacific Pearl Group 2012 - 2013
Self Employed 2011 - 2012
TradeKing 2007 - 2011
TD Ameritrade 1999 - 2002
Skills
FINRA Series 7, 24, 53,..., Compliance Auditing, AML and OFAC Detection, Operations Training, Risk Assessment, Risk Management, Regulatory Compliance, SEC and FINRA filings, Advanced Margin, Options, Mutual Funds, Series 7 Prep, Quality Auditing, Series 7, Equities, FINRA, Investments, Trading
Education
Palm Beach State College 2003 — 2006
Associate of Arts (AA), Finance, General, 3.5
Pratt Institute 1995 — 1996
Graphic Design
Naim Cukovic's TD Ameritrade Experience March 1999 - Present
Job Branch Manager
Industry Financial Services
Experience
TD Ameritrade March 1999 - Present
PHD Capital 1997 - 1999
Skills
Mutual Funds, Wealth Management, Series 7, Series 63, Risk Management, Uniform Combined State..., Securities, Series 24, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, FINRA, Series 65, Retirement, Investment Strategies, Portfolio Management, ETFs, Strategic Financial..., Fixed Annuities, Trading, Financial Planning, Finance, Relationship Management, Alternative Investments, Investment Advisory, Management, Options, Fixed Income, Financial Advisory, Investment Brokerage, Banking, Asset Management, 401k
Education
Pace University
University of Phoenix
Hampton Bays High School
TD Ameritrade March 1999 - Present
PHD Capital 1997 - 1999
Skills
Mutual Funds, Wealth Management, Series 7, Series 63, Risk Management, Uniform Combined State..., Securities, Series 24, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, FINRA, Series 65, Retirement, Investment Strategies, Portfolio Management, ETFs, Strategic Financial..., Fixed Annuities, Trading, Financial Planning, Finance, Relationship Management, Alternative Investments, Investment Advisory, Management, Options, Fixed Income, Financial Advisory, Investment Brokerage, Banking, Asset Management, 401k
Education
Pace University
University of Phoenix
Hampton Bays High School
Shyam AchiVenkata, MBA, MS Shyam AchiVenkata, MBA, MS's TD Ameritrade Experience November 2014 - Present
Job Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Skills
IT Strategy, IT Transformation, PMP, PMO, Agile Methodologies, IT Outsourcing, Program Management, SDLC, Information Technology, Project Portfolio..., ITIL, IT Project & Program..., Management Consulting, Change Management, Outsourcing, Manufacturing, Global Delivery, Vendor Management, IT Performance..., CMMI, Leadership, Enterprise Architecture, Business Transformation, P&L Management, Budgets, Strategy, TOGAF, Process Engineering, Lean
Education
Rutgers Business School
Master of Business Administration (M.B.A.), Finance
Osmania University
Masters Degree, Computer Science
TD Ameritrade November 2014 - Present
Skills
IT Strategy, IT Transformation, PMP, PMO, Agile Methodologies, IT Outsourcing, Program Management, SDLC, Information Technology, Project Portfolio..., ITIL, IT Project & Program..., Management Consulting, Change Management, Outsourcing, Manufacturing, Global Delivery, Vendor Management, IT Performance..., CMMI, Leadership, Enterprise Architecture, Business Transformation, P&L Management, Budgets, Strategy, TOGAF, Process Engineering, Lean
Education
Rutgers Business School
Master of Business Administration (M.B.A.), Finance
Osmania University
Masters Degree, Computer Science
Roger D'Sa (deSa) Roger D'Sa (deSa)'s TD Ameritrade Experience May 2013 - February 2015
Job Principal Compliance & Risk
Industry Management Consulting
Experience
Infosys Consulting, Inc. March 2015 - Present
TD Ameritrade May 2013 - February 2015
Bank of Tokyo-Mitsubishi UFJ January 2013 - May 2013
Standard & Poor's 2010 - 2012
Tata Consultancy Services 2002 - 2010
Skills
Business Analysis, Data Analysis, Project Management, Risk Management, Business Process..., Financial Modeling, Credit Rating, Credit Risk, Market Risk, Financial Services, Analysis, VBA, Financial Risk, Business Process, Fixed Income, Process Improvement, Capital Markets, PMO, SDLC
Education
Queen's University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Visvesvaraya Technological University 1998 — 2002
Bachelor's Degree, Instrumentation Engineering
St. Aloysius College
Infosys Consulting, Inc. March 2015 - Present
TD Ameritrade May 2013 - February 2015
Bank of Tokyo-Mitsubishi UFJ January 2013 - May 2013
Standard & Poor's 2010 - 2012
Tata Consultancy Services 2002 - 2010
Skills
Business Analysis, Data Analysis, Project Management, Risk Management, Business Process..., Financial Modeling, Credit Rating, Credit Risk, Market Risk, Financial Services, Analysis, VBA, Financial Risk, Business Process, Fixed Income, Process Improvement, Capital Markets, PMO, SDLC
Education
Queen's University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Visvesvaraya Technological University 1998 — 2002
Bachelor's Degree, Instrumentation Engineering
St. Aloysius College
Michael Fenner's TD Ameritrade Experience October 2013 - Present
Job Consultant, Cash & Collateral, Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2014 - Present
TD Ameritrade October 2013 - Present
Woodside Capital Partners January 2013 - July 2013
Rutberg & Company April 2012 - June 2012
A Runner's Mind August 2011 - March 2012
Skills
Microsoft Office, Analysis, Financial Analysis, Excel, PowerPoint, Accounting, HTML, PHP, Spanish, Investment Management, Investment Research
Education
Purdue University 2007 — 2011
Bachelor of Science, Business Management, 3.5
Universitat Pompeu Fabra 2010 — 2010
Business
Northern Trust Corporation February 2014 - Present
TD Ameritrade October 2013 - Present
Woodside Capital Partners January 2013 - July 2013
Rutberg & Company April 2012 - June 2012
A Runner's Mind August 2011 - March 2012
Skills
Microsoft Office, Analysis, Financial Analysis, Excel, PowerPoint, Accounting, HTML, PHP, Spanish, Investment Management, Investment Research
Education
Purdue University 2007 — 2011
Bachelor of Science, Business Management, 3.5
Universitat Pompeu Fabra 2010 — 2010
Business
Kevin Becker Kevin Becker's TD Ameritrade Experience May 2008 - May 2009
Job Twitter @KevinIBecker I Recruiting Manager at SNI Financial Direct Hire I Accounting & Finance I Job Search
Industry Staffing and Recruiting
Experience
SNI Companies March 2015 - Present
SNI Financial March 2015 - Present
The Entrust Group 2012 - June 2013
K.I. Becker and Associates June 2009 - June 2013
TD Ameritrade May 2008 - May 2009
Commerce Capital Markets June 2006 - January 2007
Countrywide Bank May 2005 - June 2006
PNC March 2002 - May 2005
Morgan Stanley May 2000 - December 2001
UNITED STATES MARINE CORPS August 1989 - August 1993
Skills
Recruiting, Negotiation, Sales, Finance, Business Planning, Marketing Strategy, Leadership, Strategic Planning, Management, Analysis, Business Development, Sales Management, B2B, Coaching, Employee Relations, Account Management, Performance Management, Team Building, Team Leadership, Banking, Customer Service, Financial Analysis, Portfolio Management, Investments, Marketing, Training, Human Resources, Staffing Services, Interviews
Education
Penn State University 1993 — 1997
Cardinal Dougherty 1985 — 1988
SNI Companies March 2015 - Present
SNI Financial March 2015 - Present
The Entrust Group 2012 - June 2013
K.I. Becker and Associates June 2009 - June 2013
TD Ameritrade May 2008 - May 2009
Commerce Capital Markets June 2006 - January 2007
Countrywide Bank May 2005 - June 2006
PNC March 2002 - May 2005
Morgan Stanley May 2000 - December 2001
UNITED STATES MARINE CORPS August 1989 - August 1993
Skills
Recruiting, Negotiation, Sales, Finance, Business Planning, Marketing Strategy, Leadership, Strategic Planning, Management, Analysis, Business Development, Sales Management, B2B, Coaching, Employee Relations, Account Management, Performance Management, Team Building, Team Leadership, Banking, Customer Service, Financial Analysis, Portfolio Management, Investments, Marketing, Training, Human Resources, Staffing Services, Interviews
Education
Penn State University 1993 — 1997
Cardinal Dougherty 1985 — 1988
Frank McKinney Frank McKinney's TD Ameritrade Experience 2004 - 2006
Job Financial Consultant I help people find their path to retirement via planning, investments and their retirement plans.
Industry Financial Services
Experience
McKinney Capital Management March 2006 - Present
TD Ameritrade 2004 - 2006
Morgan Stanley 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Retirement Planning, Retirement, Series 7, Series 66, CFS, Financial Advisory, Strategic Financial..., Finance, Investments, Wealth Management..., 401k, Investment Advisory, FINRA, Asset Management, Asset Allocation, Securities, Retirement Plan..., Portfolio Management, Employee Benefits, IRAs, Investment Strategies, Wealth Management, ETFs, Mutual Funds, Separately Managed..., Asset Managment
Education
Prairie View A&M University 1991 — 1995
B.S., Biology
McKinney Capital Management March 2006 - Present
TD Ameritrade 2004 - 2006
Morgan Stanley 2002 - 2004
Ameriprise Financial Services, Inc. 2000 - 2002
Skills
Retirement Planning, Retirement, Series 7, Series 66, CFS, Financial Advisory, Strategic Financial..., Finance, Investments, Wealth Management..., 401k, Investment Advisory, FINRA, Asset Management, Asset Allocation, Securities, Retirement Plan..., Portfolio Management, Employee Benefits, IRAs, Investment Strategies, Wealth Management, ETFs, Mutual Funds, Separately Managed..., Asset Managment
Education
Prairie View A&M University 1991 — 1995
B.S., Biology
John D. Badwick John D. Badwick's TD Ameritrade Experience June 2010 - August 2010
Job NotforProfit Healthcare Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - July 2014
TD Ameritrade June 2010 - August 2010
Skills
Microsoft Office, Matlab, Java
Education
Princeton University 2007 — 2011
Bachelor of Science, Engineering - Chemical Engineering
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - July 2014
TD Ameritrade June 2010 - August 2010
Skills
Microsoft Office, Matlab, Java
Education
Princeton University 2007 — 2011
Bachelor of Science, Engineering - Chemical Engineering
Monica Woods Monica Woods's TD Ameritrade Experience September 2013 - Present
Job Banking Operations Rep at TD Ameritrade
Industry Retail
Experience
TD Ameritrade September 2013 - Present
Hollister Co. November 2007 - February 2013
Prairie View A&M University September 2005 - May 2007
City of Fort Worth June 2004 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Internet, PeopleSoft, Spreadsheets, PowerPoint, Management, Recruiting, Sales Management, Sales, Visual Merchandising, Customer Service, New Hire Orientations, Hands-on Training, New Hire Training, Loss Prevention, Inventory Control, Merchandising, Teamwork, Customer Satisfaction, Retail Sales
Education
Prairie View A&M University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dunbar High Scool 1998 — 2002
High School Diploma, General Studies
TD Ameritrade September 2013 - Present
Hollister Co. November 2007 - February 2013
Prairie View A&M University September 2005 - May 2007
City of Fort Worth June 2004 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Internet, PeopleSoft, Spreadsheets, PowerPoint, Management, Recruiting, Sales Management, Sales, Visual Merchandising, Customer Service, New Hire Orientations, Hands-on Training, New Hire Training, Loss Prevention, Inventory Control, Merchandising, Teamwork, Customer Satisfaction, Retail Sales
Education
Prairie View A&M University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dunbar High Scool 1998 — 2002
High School Diploma, General Studies
Brett Kunshek, CFA's TD Ameritrade Experience May 2005 - July 2005
Job Portfolio Manager at Mariner Holdings
Industry Financial Services
Experience
Mariner Holdings October 2013 - Present
Mariner Holdings January 2010 - October 2013
Lawrence Regional Technology Center June 2009 - December 2009
University of Kansas Graduate Student August 2008 - December 2009
Lawrence Regional Technology Center August 2008 - February 2009
Protiviti July 2006 - August 2008
TD Ameritrade May 2005 - July 2005
Education
University of Kansas - Graduate School of Business 2008 — 2009
Master of Business Administration, Concentration in Finance
Pittsburg State University 2002 — 2006
BBA, Accounting and Finance
Mariner Holdings October 2013 - Present
Mariner Holdings January 2010 - October 2013
Lawrence Regional Technology Center June 2009 - December 2009
University of Kansas Graduate Student August 2008 - December 2009
Lawrence Regional Technology Center August 2008 - February 2009
Protiviti July 2006 - August 2008
TD Ameritrade May 2005 - July 2005
Education
University of Kansas - Graduate School of Business 2008 — 2009
Master of Business Administration, Concentration in Finance
Pittsburg State University 2002 — 2006
BBA, Accounting and Finance
Lisa Dupree, MBB, PMP Lisa Dupree, MBB, PMP's TD Ameritrade Experience January 2011 - June 2011
Job Change Agent Operational Planning Cycle at AIG
Industry Financial Services
Experience
AIG September 2014 - Present
SunTrust Bank July 2011 - July 2014
TD Ameritrade January 2011 - June 2011
Bank of America June 2005 - April 2010
GE Money June 1997 - June 2005
Skills
Process Excellence, Operational Excellence, Process Improvement, Lean Six Sigma, Business Process..., Project Management, Operations Management, Change Management, Leadership, Team Leadership, Operational Risk..., Banking, Vendor Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
Masters, Management
University of Michigan 1992 — 1997
Bachelor's Degree, Chemical Engineering
AIG September 2014 - Present
SunTrust Bank July 2011 - July 2014
TD Ameritrade January 2011 - June 2011
Bank of America June 2005 - April 2010
GE Money June 1997 - June 2005
Skills
Process Excellence, Operational Excellence, Process Improvement, Lean Six Sigma, Business Process..., Project Management, Operations Management, Change Management, Leadership, Team Leadership, Operational Risk..., Banking, Vendor Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
Masters, Management
University of Michigan 1992 — 1997
Bachelor's Degree, Chemical Engineering
Andrew Belsky Andrew Belsky's TD Ameritrade Experience July 2012 - February 2015
Job Territory Manager at Hudl
Industry Sports
Experience
Hudl February 2015 - Present
TD Ameritrade July 2012 - February 2015
Ashland Greenwood High School October 2009 - June 2012
Wells Fargo April 2008 - October 2009
Cameron University July 2007 - March 2008
Skills
Coaching, Mentoring, Public Speaking, Customer Service, PowerPoint, Finance, Sales, Business Development..., Business Development, Fitness, Loans, Strength Training, Athletics, Sales Management
Education
Pittsburg State University 2006 — 2007
Master of Science, Health and Human Performance
University of Nebraska-Lincoln 1999 — 2004
BS Health and Physical Education, Health PE
Hudl February 2015 - Present
TD Ameritrade July 2012 - February 2015
Ashland Greenwood High School October 2009 - June 2012
Wells Fargo April 2008 - October 2009
Cameron University July 2007 - March 2008
Skills
Coaching, Mentoring, Public Speaking, Customer Service, PowerPoint, Finance, Sales, Business Development..., Business Development, Fitness, Loans, Strength Training, Athletics, Sales Management
Education
Pittsburg State University 2006 — 2007
Master of Science, Health and Human Performance
University of Nebraska-Lincoln 1999 — 2004
BS Health and Physical Education, Health PE
Kari Bonham Kari Bonham's TD Ameritrade Experience February 1997 - June 2010
Job Information Services Professional
Industry Financial Services
Experience
Mckesson Provider Technologies, LLC October 2011 - Present
TD Ameritrade February 1997 - June 2010
Apria Healthcare April 1995 - January 1997
Skills
SDLC, SharePoint, Visio, SQL, Testing, Databases, Management, Software Documentation, Microsoft SQL Server, Oracle, Software Development, Training, Access, Project Planning
Education
New Horizons 2010 — 2011
MCTS, SQL 2008 Technical Specialist
Red Rocks Community College 1989 — 1991
Certificate, MicroComputer Applications
Mckesson Provider Technologies, LLC October 2011 - Present
TD Ameritrade February 1997 - June 2010
Apria Healthcare April 1995 - January 1997
Skills
SDLC, SharePoint, Visio, SQL, Testing, Databases, Management, Software Documentation, Microsoft SQL Server, Oracle, Software Development, Training, Access, Project Planning
Education
New Horizons 2010 — 2011
MCTS, SQL 2008 Technical Specialist
Red Rocks Community College 1989 — 1991
Certificate, MicroComputer Applications
Adam Marfurt's TD Ameritrade Experience March 2014 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
TradeStation Securities January 2010 - March 2014
Global Futures and Forex, LTD April 2008 - January 2010
Pitney Bowes January 2006 - April 2008
Skills
Series 7, FINRA, Sales, Trading, Securities, Sales Operations, Selling, Series 63, Investments, Portfolio Management, Equities, Options, Asset Management, Financial Analysis, Commodity, Financial Services, Currency, Foreign Exchange, Salesforce.com, series 66, Series 65
Education
Purdue University 2001 — 2005
Bachelor of Science, Management
Purdue University - Krannert School of Management 2001 — 2005
Bachelors, Management
TD Ameritrade March 2014 - Present
TradeStation Securities January 2010 - March 2014
Global Futures and Forex, LTD April 2008 - January 2010
Pitney Bowes January 2006 - April 2008
Skills
Series 7, FINRA, Sales, Trading, Securities, Sales Operations, Selling, Series 63, Investments, Portfolio Management, Equities, Options, Asset Management, Financial Analysis, Commodity, Financial Services, Currency, Foreign Exchange, Salesforce.com, series 66, Series 65
Education
Purdue University 2001 — 2005
Bachelor of Science, Management
Purdue University - Krannert School of Management 2001 — 2005
Bachelors, Management
Philip Baxley Philip Baxley's TD Ameritrade Experience October 2013 - December 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TD Ameritrade October 2013 - December 2014
WELLS FARGO ADVISORS, LLC September 2010 - September 2013
Bank Of America February 2006 - September 2010
Morgan Stanley 2001 - 2001
Skills
Series 7, Retirement, Mortgage Lending, Portfolio Management, Retirement Planning, Series 63, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Mutual Funds, Credit, Asset Allocation, Financial Advisory, Banking, Investment Advisory, Securities, Insurance, Loans, Finance
Education
Radford University - College of Business and Economics 1997 — 2001
BBA, Finance, Economics
Gonzaga College High School 1993 — 1997
High School Diploma
TIAA-CREF December 2014 - Present
TD Ameritrade October 2013 - December 2014
WELLS FARGO ADVISORS, LLC September 2010 - September 2013
Bank Of America February 2006 - September 2010
Morgan Stanley 2001 - 2001
Skills
Series 7, Retirement, Mortgage Lending, Portfolio Management, Retirement Planning, Series 63, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Mutual Funds, Credit, Asset Allocation, Financial Advisory, Banking, Investment Advisory, Securities, Insurance, Loans, Finance
Education
Radford University - College of Business and Economics 1997 — 2001
BBA, Finance, Economics
Gonzaga College High School 1993 — 1997
High School Diploma
Daniel Textor's TD Ameritrade Experience May 2012 - September 2013
Job Operations Assistant at Columbus Circle Investors
Industry Investment Management
Experience
Columbus Circle Investors October 2013 - Present
TD Ameritrade May 2012 - September 2013
Be The Best Lacrosse Club May 2011 - May 2012
Garden City Country Club May 2006 - May 2011
Skills
Financial Analysis, Access, Teamwork, Finance, Team Leadership, Public Speaking, Microsoft Excel
Education
Providence College 2009 — 2013
Bachelor of Science, Finance
Chaminade High School 2006 — 2009
Columbus Circle Investors October 2013 - Present
TD Ameritrade May 2012 - September 2013
Be The Best Lacrosse Club May 2011 - May 2012
Garden City Country Club May 2006 - May 2011
Skills
Financial Analysis, Access, Teamwork, Finance, Team Leadership, Public Speaking, Microsoft Excel
Education
Providence College 2009 — 2013
Bachelor of Science, Finance
Chaminade High School 2006 — 2009
Daniel Rivera, CSM, PMP Daniel Rivera, CSM, PMP's TD Ameritrade Experience June 2015 - August 2015
Job Project Manager at Chubb Insurance
Industry Information Technology and Services
Experience
Chubb Insurance September 2015 - Present
TD Ameritrade June 2015 - August 2015
Mizuho Bank January 2014 - June 2015
Tap Root Foundation January 2013 - December 2013
Reval August 2012 - January 2013
Federal Reserve Bank of New York February 2011 - February 2012
American International Group January 2007 - August 2010
American International Group August 2001 - January 2007
American International Group August 1995 - August 2001
JP Morgan August 1993 - August 1995
Skills
project mana, Communications..., Risk Management, Expense Budget..., Escalation Resolution, CA Clarity, MS Excel Pivot Tables, Peer Mentoring, MS Project, General Ledger, Regulatory Filings, SEC Financial Reporting, Business Continuity, Disaster Recovery, Web Project Management, Project Management, Vendor Management, Business Analysis, Process Improvement, SDLC, Visio, PMO, Software Development, Requirements Gathering, SQL, Project Portfolio..., Software Project..., Data Analysis, PMP, Agile Methodologies, Requirements Analysis, IT Strategy, QuickBooks, Business Process, Business Process..., Systems Analysis, Agile Project Management, Business Intelligence, Resource Management
Education
Pace University 1998 — 2001
Master's, Information Systems
Pace University 1990 — 1995
Bachelor's, Information Systems
Monsignor Scanlan High School 1986 — 1990
Chubb Insurance September 2015 - Present
TD Ameritrade June 2015 - August 2015
Mizuho Bank January 2014 - June 2015
Tap Root Foundation January 2013 - December 2013
Reval August 2012 - January 2013
Federal Reserve Bank of New York February 2011 - February 2012
American International Group January 2007 - August 2010
American International Group August 2001 - January 2007
American International Group August 1995 - August 2001
JP Morgan August 1993 - August 1995
Skills
project mana, Communications..., Risk Management, Expense Budget..., Escalation Resolution, CA Clarity, MS Excel Pivot Tables, Peer Mentoring, MS Project, General Ledger, Regulatory Filings, SEC Financial Reporting, Business Continuity, Disaster Recovery, Web Project Management, Project Management, Vendor Management, Business Analysis, Process Improvement, SDLC, Visio, PMO, Software Development, Requirements Gathering, SQL, Project Portfolio..., Software Project..., Data Analysis, PMP, Agile Methodologies, Requirements Analysis, IT Strategy, QuickBooks, Business Process, Business Process..., Systems Analysis, Agile Project Management, Business Intelligence, Resource Management
Education
Pace University 1998 — 2001
Master's, Information Systems
Pace University 1990 — 1995
Bachelor's, Information Systems
Monsignor Scanlan High School 1986 — 1990
Ryan Pochick Ryan Pochick's TD Ameritrade Experience September 2002 - November 2005
Job IT Architect of Engineering and Global Data Center Infrastructure
Industry Information Technology and Services
Experience
Experian August 2015 - Present
Apollo Management June 2010 - January 2014
GAIN Capital January 2009 - May 2010
AllianceBernstein July 2007 - January 2009
MarketAxess October 2005 - July 2007
TD Ameritrade September 2002 - November 2005
Datek Online Holdings Corp. December 1998 - September 2002
Skills
IIS, VMware, Citrix, Active Directory, Virtualization, Data Center, Enterprise Architecture, Solution Architecture, NetApp, Microsoft Exchange, IT Management, High Availability, Vendor Management, Architecture, Powershell, Disaster Recovery, Networking, Storage, Blackberry Enterprise..., Linux, Hyper-V, Trading, Cluster, Infrastructure, SAN, Routing, DNS, Enterprise Software
Education
Penn State University
BA
The Chubb Institute
Experian August 2015 - Present
Apollo Management June 2010 - January 2014
GAIN Capital January 2009 - May 2010
AllianceBernstein July 2007 - January 2009
MarketAxess October 2005 - July 2007
TD Ameritrade September 2002 - November 2005
Datek Online Holdings Corp. December 1998 - September 2002
Skills
IIS, VMware, Citrix, Active Directory, Virtualization, Data Center, Enterprise Architecture, Solution Architecture, NetApp, Microsoft Exchange, IT Management, High Availability, Vendor Management, Architecture, Powershell, Disaster Recovery, Networking, Storage, Blackberry Enterprise..., Linux, Hyper-V, Trading, Cluster, Infrastructure, SAN, Routing, DNS, Enterprise Software
Education
Penn State University
BA
The Chubb Institute
Niklus Vetter Niklus Vetter's TD Ameritrade Experience 2002 - 2002
Job Sales Support Representative II at PayPal
Industry Internet
Experience
PayPal June 2015 - Present
Threeohsix Sales, The Read Sniper March 2012 - Present
LinkedIn August 2013 - January 2015
TSYS November 2006 - May 2013
Infogroup 2003 - 2006
TD Ameritrade 2002 - 2002
Skills
Sales, Debit Cards, CRM, Sales Process, Customer Retention, Payment Card Processing, Credit Cards, Management, Sales Operations, Account Management, Electronic Payments, Gift Cards, Marketing, Payments, Business Development, Strategic Partnerships, Relationship Management, Mobile Payments, E-payments, Product Management, Merchant Services, B2B, Selling, Time Management, Sales Management, E-commerce, Salesforce.com, Payment Gateways, Cards, Marketing Strategy, Strategic Planning, Contract Negotiation, Leadership, ACH, Cold Calling, Payment Systems, Strategy, Acquiring, Financial Services, Analytics, Banking, Cross-functional Team..., Vendor Management, Customer Acquisition, Training, Competitive Analysis, Merchant Acquiring, Customer Engagement, Program Management, Email Marketing
Education
Peru State College 1999 — 2002
Bachelor's Degree, Business Management, Sports Management
PayPal June 2015 - Present
Threeohsix Sales, The Read Sniper March 2012 - Present
LinkedIn August 2013 - January 2015
TSYS November 2006 - May 2013
Infogroup 2003 - 2006
TD Ameritrade 2002 - 2002
Skills
Sales, Debit Cards, CRM, Sales Process, Customer Retention, Payment Card Processing, Credit Cards, Management, Sales Operations, Account Management, Electronic Payments, Gift Cards, Marketing, Payments, Business Development, Strategic Partnerships, Relationship Management, Mobile Payments, E-payments, Product Management, Merchant Services, B2B, Selling, Time Management, Sales Management, E-commerce, Salesforce.com, Payment Gateways, Cards, Marketing Strategy, Strategic Planning, Contract Negotiation, Leadership, ACH, Cold Calling, Payment Systems, Strategy, Acquiring, Financial Services, Analytics, Banking, Cross-functional Team..., Vendor Management, Customer Acquisition, Training, Competitive Analysis, Merchant Acquiring, Customer Engagement, Program Management, Email Marketing
Education
Peru State College 1999 — 2002
Bachelor's Degree, Business Management, Sports Management
David Dutkewych, CFA's TD Ameritrade Experience July 1999 - June 2001
Job
Industry Accounting
Experience
The Weiss Group, Inc. September 2014 - Present
Bankrate Inc April 2006 - March 2015
StillPoint Wealth Management July 2005 - March 2006
The Weiss Group, Inc. July 2001 - June 2005
TD Ameritrade July 1999 - June 2001
Skills
Social Media, Online Advertising, Social Media Marketing, Affiliate Marketing, Customer Acquisition, Investments, Alternative Investments, Equity Research, Equity Derivatives, Equity Capital Markets, Commodity Markets, Advertising Operations, Futures Trading, Ad Serving, Business Development, Salesforce.com, Competitive Analysis, Google Adwords, Advertising, Product Management, DoubleClick, Advertising Sales, Online Lead Generation, Direct Marketing, Start-ups, Ad Networks, E-commerce
Education
Palm Beach Atlantic University 2002 — 2004
Master of Business Administration (MBA), Finance, General
State University of New York College at Geneseo 1995 — 1999
Bachelor of Arts (B.A.)
The Weiss Group, Inc. September 2014 - Present
Bankrate Inc April 2006 - March 2015
StillPoint Wealth Management July 2005 - March 2006
The Weiss Group, Inc. July 2001 - June 2005
TD Ameritrade July 1999 - June 2001
Skills
Social Media, Online Advertising, Social Media Marketing, Affiliate Marketing, Customer Acquisition, Investments, Alternative Investments, Equity Research, Equity Derivatives, Equity Capital Markets, Commodity Markets, Advertising Operations, Futures Trading, Ad Serving, Business Development, Salesforce.com, Competitive Analysis, Google Adwords, Advertising, Product Management, DoubleClick, Advertising Sales, Online Lead Generation, Direct Marketing, Start-ups, Ad Networks, E-commerce
Education
Palm Beach Atlantic University 2002 — 2004
Master of Business Administration (MBA), Finance, General
State University of New York College at Geneseo 1995 — 1999
Bachelor of Arts (B.A.)
Robert Farinhas's TD Ameritrade Experience December 2007 - Present
Job Senior Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2007 - Present
TD Ameritrade January 2004 - December 2007
Datek Online December 2000 - January 2004
Skills
Series 7, Series 63, Series24, Series 4, Series 24, CCNA, FISD, Wombat Feed Handler, Market Data, Perl, Linux Server, Scripting, Vendor Management, Windows Server, Software Configuration..., Financial Markets, Disaster Recovery, Unix, Business Analysis, Requirements Analysis, Risk Management, Enterprise Architecture, Data Center
Education
Pace University 1995 — 1999
TD Ameritrade December 2007 - Present
TD Ameritrade January 2004 - December 2007
Datek Online December 2000 - January 2004
Skills
Series 7, Series 63, Series24, Series 4, Series 24, CCNA, FISD, Wombat Feed Handler, Market Data, Perl, Linux Server, Scripting, Vendor Management, Windows Server, Software Configuration..., Financial Markets, Disaster Recovery, Unix, Business Analysis, Requirements Analysis, Risk Management, Enterprise Architecture, Data Center
Education
Pace University 1995 — 1999
Bernard McCormack's TD Ameritrade Experience November 1998 - Present
Job Senior Manager at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade November 1998 - Present
Datek Online 1998 - 2002
Skills
Series 63, Series 7, Trading Systems, Lean IT, Securities, Financial Services, Electronic Trading, Market Data, Lean Fundamentals, Equities, Equity Trading, Options, Capital Markets, Portfolio Management, Relationship Management, Risk Management, Business Continuity, Asset Management, Financial Markets, FINRA, DevOps, High Availability, Mobile Technology, Management, Coaching
Education
Providence College 1994 — 1998
Seton Hall Preparatory School 1990 — 1994
TD Ameritrade November 1998 - Present
Datek Online 1998 - 2002
Skills
Series 63, Series 7, Trading Systems, Lean IT, Securities, Financial Services, Electronic Trading, Market Data, Lean Fundamentals, Equities, Equity Trading, Options, Capital Markets, Portfolio Management, Relationship Management, Risk Management, Business Continuity, Asset Management, Financial Markets, FINRA, DevOps, High Availability, Mobile Technology, Management, Coaching
Education
Providence College 1994 — 1998
Seton Hall Preparatory School 1990 — 1994
Brian Harriman's TD Ameritrade Experience August 2008 - April 2013
Job Senior Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Mike Fecci's TD Ameritrade Experience September 2015 - Present
Job Enterprise Project Manager Consultant at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade September 2015 - Present
Prairie Cloudware, Inc. July 2014 - August 2015
Client Resources, Inc. February 2013 - July 2014
Creighton University November 2010 - February 2013
West Interactive Corporation September 1999 - November 2010
Hewlett-Packard 1995 - 1999
ACI Worldwide 1989 - 1995
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, Software Development, Agile Methodologies, Requirements Analysis, Integration, Program Management, SQL, Visio, Unix, Project Management, Telecommunications, IT Management, Agile Project Management, PMP, Project Planning, SharePoint, Scrum, Project Portfolio..., Leadership, MS Project, MySQL, Analysis, Linux, PHP, Business Intelligence, Requirements Gathering, Mobile Applications, Databases, Enterprise Architecture, Systems Analysis, Testing, IT Strategy, Microsoft SQL Server, Information Technology
Education
Princeton University 1982 — 1986
Bachelor of Science in Engineering (B.S.E.), Electrical Engineering and Computer Science
TD Ameritrade September 2015 - Present
Prairie Cloudware, Inc. July 2014 - August 2015
Client Resources, Inc. February 2013 - July 2014
Creighton University November 2010 - February 2013
West Interactive Corporation September 1999 - November 2010
Hewlett-Packard 1995 - 1999
ACI Worldwide 1989 - 1995
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, Software Development, Agile Methodologies, Requirements Analysis, Integration, Program Management, SQL, Visio, Unix, Project Management, Telecommunications, IT Management, Agile Project Management, PMP, Project Planning, SharePoint, Scrum, Project Portfolio..., Leadership, MS Project, MySQL, Analysis, Linux, PHP, Business Intelligence, Requirements Gathering, Mobile Applications, Databases, Enterprise Architecture, Systems Analysis, Testing, IT Strategy, Microsoft SQL Server, Information Technology
Education
Princeton University 1982 — 1986
Bachelor of Science in Engineering (B.S.E.), Electrical Engineering and Computer Science
Brad Dawdy's TD Ameritrade Experience June 2010 - 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
YRC Worldwide Technologies 2012 - Present
YRC Enterprise Services, Inc. 2012 - Present
YRC Freight 2011 - Present
TD Ameritrade June 2010 - 2012
JPMorgan Retirement Plan Services January 2008 - May 2010
J.P. Morgan Retirement Plan Services 2008 - 2010
Performanace Contracting Group April 2001 - December 2007
PCG 2001 - 2007
State Street 1996 - 1997
Hallmark Cards, Inc. 1985 - 1997
Skills
Strategic Planning, Management, Business Analysis, SDLC, Project Management, Vendor Management, MS Project, Quality Assurance, Requirements Analysis, Scrum, Software Development, Program Management, PMP, Agile Methodologies, Project Portfolio...
Education
Pittsburg State University 1980 — 1984
Bachelor of Science (BS), Mathematics and Computer Science
Westminster College (MO) 1980 — 1983
Computer Science
YRC Worldwide Technologies 2012 - Present
YRC Enterprise Services, Inc. 2012 - Present
YRC Freight 2011 - Present
TD Ameritrade June 2010 - 2012
JPMorgan Retirement Plan Services January 2008 - May 2010
J.P. Morgan Retirement Plan Services 2008 - 2010
Performanace Contracting Group April 2001 - December 2007
PCG 2001 - 2007
State Street 1996 - 1997
Hallmark Cards, Inc. 1985 - 1997
Skills
Strategic Planning, Management, Business Analysis, SDLC, Project Management, Vendor Management, MS Project, Quality Assurance, Requirements Analysis, Scrum, Software Development, Program Management, PMP, Agile Methodologies, Project Portfolio...
Education
Pittsburg State University 1980 — 1984
Bachelor of Science (BS), Mathematics and Computer Science
Westminster College (MO) 1980 — 1983
Computer Science
Jacquie Gines, CSM, BA, PM's TD Ameritrade Experience October 2011 - May 2012
Job Senior Project Manager at Northern Natural Gas
Industry Information Technology and Services
Experience
Quintessential Media Group (QMG) January 1993 - Present
Modis 2011 - June 2013
Northern Natural Gas June 2012 - June 2013
TD Ameritrade October 2011 - May 2012
Home Instead Senior Care March 2011 - September 2011
Home Instead Senior Care 2011 - 2011
ACI Worldwide 2010 - 2011
QCI 2010 - 2011
Blue Cross and Blue Shield of Nebraska 2010 - 2010
West Interactive 2010 - 2010
Skills
SharePoint, Visio, Lotus Notes, Dreamweaver, MS Project, FrontPage, PHP, MySQL, DHTML, Flash, JIRA, Camtasia, COBOL, Quality Center, Joomla, Adobe Fireworks, SDLC, Software Development..., Captivate, Photoshop, Software Documentation, SQL, Agile Methodologies, Databases, Business Analysis, Requirements Gathering, Scrum, Project Management, Requirements Analysis, Windows
Education
Regent University 1994 — 1995
M.A. in Management, Media Management
University of Nebraska-Lincoln 1988 — 1992
BS in Education, Mathematics Secondary Education, Coaching
Quintessential Media Group (QMG) January 1993 - Present
Modis 2011 - June 2013
Northern Natural Gas June 2012 - June 2013
TD Ameritrade October 2011 - May 2012
Home Instead Senior Care March 2011 - September 2011
Home Instead Senior Care 2011 - 2011
ACI Worldwide 2010 - 2011
QCI 2010 - 2011
Blue Cross and Blue Shield of Nebraska 2010 - 2010
West Interactive 2010 - 2010
Skills
SharePoint, Visio, Lotus Notes, Dreamweaver, MS Project, FrontPage, PHP, MySQL, DHTML, Flash, JIRA, Camtasia, COBOL, Quality Center, Joomla, Adobe Fireworks, SDLC, Software Development..., Captivate, Photoshop, Software Documentation, SQL, Agile Methodologies, Databases, Business Analysis, Requirements Gathering, Scrum, Project Management, Requirements Analysis, Windows
Education
Regent University 1994 — 1995
M.A. in Management, Media Management
University of Nebraska-Lincoln 1988 — 1992
BS in Education, Mathematics Secondary Education, Coaching
Geraldine Mariano's TD Ameritrade Experience September 2009 - Present
Job Human Resources Relationship Manager, Employment Standards at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2009 - Present
Endurance January 2009 - June 2009
Bear Stearns, a JPMorgan company August 1999 - November 2008
Skills
Employee Relations, Performance Management, Policy, Training, Project Management, Human Resources, Talent Management, PeopleSoft
Education
Pace University - Lubin School of Business 1992 — 1997
BA, Management of Information Systems
TD Ameritrade September 2009 - Present
Endurance January 2009 - June 2009
Bear Stearns, a JPMorgan company August 1999 - November 2008
Skills
Employee Relations, Performance Management, Policy, Training, Project Management, Human Resources, Talent Management, PeopleSoft
Education
Pace University - Lubin School of Business 1992 — 1997
BA, Management of Information Systems
Santosh Reddy Panuganti's TD Ameritrade Experience May 2010 - December 2010
Job IT Analyst at John Deere
Industry Computer Software
Experience
John Deere December 2010 - Present
TD Ameritrade May 2010 - December 2010
Thinking Minds Inc. January 2008 - April 2010
Skills
Java, J2EE Application..., WebSphere Application..., Hibernate, Oracle, XML, HTML, JavaScript, Web Services, JSP, MySQL, Agile Methodologies, AppDynamics, Unix, Weblogic, Servlets, Tomcat, SDLC, Requirements Analysis
Education
Osmania University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
John Deere December 2010 - Present
TD Ameritrade May 2010 - December 2010
Thinking Minds Inc. January 2008 - April 2010
Skills
Java, J2EE Application..., WebSphere Application..., Hibernate, Oracle, XML, HTML, JavaScript, Web Services, JSP, MySQL, Agile Methodologies, AppDynamics, Unix, Weblogic, Servlets, Tomcat, SDLC, Requirements Analysis
Education
Osmania University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
Brian Skaggs's TD Ameritrade Experience July 1996 - November 2002
Job Owner, SKAGGS FINANCIAL PLANNING, LLC
Industry Financial Services
Experience
SKAGGS FINANCIAL PLANNING, LLC November 2002 - Present
TD Ameritrade July 1996 - November 2002
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments
Education
University of Washington 1990 — 1992
Bachelor's degree, Economics
Pacific Lutheran University 1988 — 1991
SKAGGS FINANCIAL PLANNING, LLC November 2002 - Present
TD Ameritrade July 1996 - November 2002
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments
Education
University of Washington 1990 — 1992
Bachelor's degree, Economics
Pacific Lutheran University 1988 — 1991
John C. Templeton's TD Ameritrade Experience January 2001 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2001 - Present
United States Air Force September 1990 - October 1997
Skills
Series 24, Series 7, Series 63, Securities, Options, Equities, Portfolio Management, ETFs, Investments, Trading, Risk Management, Margin, Futures, Foreign Exchange, Series 3, Series 4, FINRA, Investment Advisory, Trading Systems, Financial Advisory, Uniform Combined State..., Derivatives, Financial Services, Equity Trading, Back Office, Bloomberg, Financial Markets, Brokerage, Fixed Income, Asset Allocation, Corporate Actions, Electronic Trading, Investment Strategies, Asset Management, Strategic Financial..., Retirement Planning, Relationship Management, Hedge Funds, Investment Management, Bonds, Prime Brokerage, Capital Markets
Education
Wharton School, University of Pennsylvania 2011 — 2014
Securities Industry Institute (SII
Troy University 1996 — 1997
MS, Management
Park University 1993 — 1996
BS, Business Administration and Management, General
TD Ameritrade January 2001 - Present
United States Air Force September 1990 - October 1997
Skills
Series 24, Series 7, Series 63, Securities, Options, Equities, Portfolio Management, ETFs, Investments, Trading, Risk Management, Margin, Futures, Foreign Exchange, Series 3, Series 4, FINRA, Investment Advisory, Trading Systems, Financial Advisory, Uniform Combined State..., Derivatives, Financial Services, Equity Trading, Back Office, Bloomberg, Financial Markets, Brokerage, Fixed Income, Asset Allocation, Corporate Actions, Electronic Trading, Investment Strategies, Asset Management, Strategic Financial..., Retirement Planning, Relationship Management, Hedge Funds, Investment Management, Bonds, Prime Brokerage, Capital Markets
Education
Wharton School, University of Pennsylvania 2011 — 2014
Securities Industry Institute (SII
Troy University 1996 — 1997
MS, Management
Park University 1993 — 1996
BS, Business Administration and Management, General
Angelo Nikoloudakis's TD Ameritrade Experience July 2012 - Present
Job J2EE Developer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2012 - Present
HBO September 2011 - June 2012
Standard & Poor's February 2008 - September 2011
Merrill Lynch May 2006 - February 2008
Securities Industry Automation Corporation November 2005 - May 2006
Skills
Fixed Income, SDLC, SQL, Trading Systems, Java Enterprise Edition
Education
Pace University 2005 — 2007
M.S., Computer Science
University at Buffalo
B.S., Computer Science
TD Ameritrade July 2012 - Present
HBO September 2011 - June 2012
Standard & Poor's February 2008 - September 2011
Merrill Lynch May 2006 - February 2008
Securities Industry Automation Corporation November 2005 - May 2006
Skills
Fixed Income, SDLC, SQL, Trading Systems, Java Enterprise Edition
Education
Pace University 2005 — 2007
M.S., Computer Science
University at Buffalo
B.S., Computer Science
Keith Qiu's TD Ameritrade Experience 2014 - Present
Job Sr. QA at Scivantage
Industry Computer Software
Experience
TD Ameritrade 2014 - Present
Scivantage 2006 - August 2014
Pershing LLC 2001 - 2006
Skills
Quality Center, SDLC, System Testing, Quality Assurance, Software Quality..., Test Planning, User Acceptance Testing, Test Management, Agile Methodologies, Testing, Requirements Analysis, SQL, Unix, Scrum, XML, Test Automation, Software Project..., Requirements Gathering, Web Applications, Web Services, Java
Education
Pace University 2000 — 2002
Bachelor's degree, Computer and Information System
TD Ameritrade 2014 - Present
Scivantage 2006 - August 2014
Pershing LLC 2001 - 2006
Skills
Quality Center, SDLC, System Testing, Quality Assurance, Software Quality..., Test Planning, User Acceptance Testing, Test Management, Agile Methodologies, Testing, Requirements Analysis, SQL, Unix, Scrum, XML, Test Automation, Software Project..., Requirements Gathering, Web Applications, Web Services, Java
Education
Pace University 2000 — 2002
Bachelor's degree, Computer and Information System
Jerzy Setmajer's TD Ameritrade Experience May 1999 - Present
Job Systems Engineering Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 1999 - Present
TD Ameritrade May 1999 - July 2002
Callware Technologies March 1998 - April 1999
NEC Technologies May 1993 - March 1998
Skills
Unix, Pentaho, SDLC, System Administration, Oracle, Enterprise Architecture, Enterprise Software, Integration, Informatica, Windows Server, Project Management, Business Process, Scripting, Mass Mailing, smtp, Exchange 2010/2007/2003, CCNA, Microsoft Certified..., Data Integration, Business Process..., Business Process..., Business Process..., Vendor Management, Vendor Contracts, Vendor Co-ordination, Resource Staffing, Resource Management, Kana, Linux, Requirements Analysis, Solaris, Requirements Gathering, Visio
Education
Politechnika Krakowska im. Tadeusza Kościuszki
Technikum Mechaniczne, Limanowa
TD Ameritrade May 1999 - Present
TD Ameritrade May 1999 - July 2002
Callware Technologies March 1998 - April 1999
NEC Technologies May 1993 - March 1998
Skills
Unix, Pentaho, SDLC, System Administration, Oracle, Enterprise Architecture, Enterprise Software, Integration, Informatica, Windows Server, Project Management, Business Process, Scripting, Mass Mailing, smtp, Exchange 2010/2007/2003, CCNA, Microsoft Certified..., Data Integration, Business Process..., Business Process..., Business Process..., Vendor Management, Vendor Contracts, Vendor Co-ordination, Resource Staffing, Resource Management, Kana, Linux, Requirements Analysis, Solaris, Requirements Gathering, Visio
Education
Politechnika Krakowska im. Tadeusza Kościuszki
Technikum Mechaniczne, Limanowa
Jeremy Honis's TD Ameritrade Experience January 2001 - December 2006
Job AflacBenefits Coordinator
Industry Insurance
Experience
Aflac January 2014 - Present
MyCity Networks September 2011 - January 2014
DVS Group September 2010 - August 2011
West Orange Investments February 2007 - April 2010
TD Ameritrade January 2001 - December 2006
US Army July 1992 - May 2001
Waterhouse Securities March 1999 - December 2000
Paul Hanna Management September 1998 - March 1999
Honis Auto Detailing August 1996 - September 1998
MediCenter Diabetic Supply July 1995 - August 1996
Skills
Operations Management, Team Building, Strategic Planning, Facilities Management, Budgets, Contract Negotiation, Income Statement, Customer Service, Process Improvement, Change Management, Negotiation, New Business Development, Sales Management, Management, Contract Management, Risk Management
Education
Palm Beach State College
Associates of Arts
Leadership West Orange
Onondaga Central
Aflac January 2014 - Present
MyCity Networks September 2011 - January 2014
DVS Group September 2010 - August 2011
West Orange Investments February 2007 - April 2010
TD Ameritrade January 2001 - December 2006
US Army July 1992 - May 2001
Waterhouse Securities March 1999 - December 2000
Paul Hanna Management September 1998 - March 1999
Honis Auto Detailing August 1996 - September 1998
MediCenter Diabetic Supply July 1995 - August 1996
Skills
Operations Management, Team Building, Strategic Planning, Facilities Management, Budgets, Contract Negotiation, Income Statement, Customer Service, Process Improvement, Change Management, Negotiation, New Business Development, Sales Management, Management, Contract Management, Risk Management
Education
Palm Beach State College
Associates of Arts
Leadership West Orange
Onondaga Central
Harinder Bajwa's TD Ameritrade Experience May 2000 - September 2008
Job Sr. Software Engineer at HealthEdge
Industry Computer Software
Experience
HealthEdge December 2011 - Present
Modiv Media September 2008 - December 2011
TD Ameritrade May 2000 - September 2008
Skills
Java Enterprise Edition, Software Development, Agile Methodologies, SDLC, Web Services
Education
University of Nebraska at Omaha 1998 — 2001
Master of Science (MS), Computer Science
Panjab University
Master of Science (MSc), Physics
HealthEdge December 2011 - Present
Modiv Media September 2008 - December 2011
TD Ameritrade May 2000 - September 2008
Skills
Java Enterprise Edition, Software Development, Agile Methodologies, SDLC, Web Services
Education
University of Nebraska at Omaha 1998 — 2001
Master of Science (MS), Computer Science
Panjab University
Master of Science (MSc), Physics
Nitin Chordiya's TD Ameritrade Experience August 2013 - Present
Job Solution Architect at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
GFI Group Inc January 2010 - November 2013
GFI Group Inc. 2010 - August 2013
Citigroup November 2006 - December 2009
Lehman Brothers 2005 - 2006
AT&T 1998 - 2005
Kale Consultants 1992 - 1996
Infoworld 1992 - 1993
Education
Pune Institute of Computer Technology 1987 — 1992
University of Pune 1987 — 1992
BE, Computer Science
TD Ameritrade August 2013 - Present
GFI Group Inc January 2010 - November 2013
GFI Group Inc. 2010 - August 2013
Citigroup November 2006 - December 2009
Lehman Brothers 2005 - 2006
AT&T 1998 - 2005
Kale Consultants 1992 - 1996
Infoworld 1992 - 1993
Education
Pune Institute of Computer Technology 1987 — 1992
University of Pune 1987 — 1992
BE, Computer Science
Ernest Lo's TD Ameritrade Experience May 2008 - Present
Job Engineering Consultant at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade May 2008 - Present
MetLife June 1998 - May 2008
Skills
FileNet, Kofax, RightFax, Facsys, Websphere, Enterprise Architecture, Solution Architecture, AIX, SharePoint, Business Process, Business Process Design, DB2, Disaster Recovery, Visio, PMO, IT Strategy, IIS, Business Continuity, Requirements Analysis, Citrix, Project Portfolio..., Solaris, Enterprise Content..., Java Enterprise Edition, Integration, Process Improvement
Education
Pace University - Lubin School of Business 1995 — 1998
BBA, MIS
High School of Art and Design
TD Ameritrade May 2008 - Present
MetLife June 1998 - May 2008
Skills
FileNet, Kofax, RightFax, Facsys, Websphere, Enterprise Architecture, Solution Architecture, AIX, SharePoint, Business Process, Business Process Design, DB2, Disaster Recovery, Visio, PMO, IT Strategy, IIS, Business Continuity, Requirements Analysis, Citrix, Project Portfolio..., Solaris, Enterprise Content..., Java Enterprise Edition, Integration, Process Improvement
Education
Pace University - Lubin School of Business 1995 — 1998
BBA, MIS
High School of Art and Design
Leah Vandygriff's TD Ameritrade Experience January 2008 - Present
Job Lean Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2008 - Present
HSBC Consumer and Mortgage Lending 2004 - 2007
HSBC 2003 - 2007
Fifth Third Bank 1998 - 2000
Education
Purdue University
TD Ameritrade January 2008 - Present
HSBC Consumer and Mortgage Lending 2004 - 2007
HSBC 2003 - 2007
Fifth Third Bank 1998 - 2000
Education
Purdue University
Charles Cowden's TD Ameritrade Experience July 2009 - Present
Job Senior EBS Developer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2009 - Present
CSG Systems March 1999 - July 2009
Education
Peru State College 1994 — 1998
TD Ameritrade July 2009 - Present
CSG Systems March 1999 - July 2009
Education
Peru State College 1994 — 1998
David Shepherd, MBA's TD Ameritrade Experience November 2010 - October 2011
Job Experienced Corporate Leader
Industry Executive Office
Experience
New Millennium Concepts, Ltd. Berkey Water Purifiers October 2011 - Present
TD Ameritrade November 2010 - October 2011
TD Ameritrade October 2009 - November 2010
TD Ameritrade January 2008 - October 2009
TD Ameritrade January 2007 - January 2008
Skills
Risk Management, Financial Services, Investments, Change Management, Trading, Recruiting, Mergers & Acquisitions, Securities, Management, Operations Management, Mutual Funds, Series 7, Organizational..., Talent Management, Portfolio Management, Options, Series 63, Equities, Leadership, Wealth Management, Strategic Financial..., Relationship Management, Asset Management, Asset Allocation, Fixed Income, Program Management, FINRA, Website Development, Marketing, IT Infrastructure..., Business Management, Marketing Management, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2012
Master of Business Administration (M.B.A.), Concentration: Business Management, GPA 3.6
The University of Texas at Arlington - College of Business 2006 — 2012
Bachelor's Degree, BBA: Finance, GPA 3.5
Pikes Peak Community College 2003 — 2005
Associate's Degree, Associate of Arts Business Management Transfer, GPA 3.5
New Millennium Concepts, Ltd. Berkey Water Purifiers October 2011 - Present
TD Ameritrade November 2010 - October 2011
TD Ameritrade October 2009 - November 2010
TD Ameritrade January 2008 - October 2009
TD Ameritrade January 2007 - January 2008
Skills
Risk Management, Financial Services, Investments, Change Management, Trading, Recruiting, Mergers & Acquisitions, Securities, Management, Operations Management, Mutual Funds, Series 7, Organizational..., Talent Management, Portfolio Management, Options, Series 63, Equities, Leadership, Wealth Management, Strategic Financial..., Relationship Management, Asset Management, Asset Allocation, Fixed Income, Program Management, FINRA, Website Development, Marketing, IT Infrastructure..., Business Management, Marketing Management, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2012
Master of Business Administration (M.B.A.), Concentration: Business Management, GPA 3.6
The University of Texas at Arlington - College of Business 2006 — 2012
Bachelor's Degree, BBA: Finance, GPA 3.5
Pikes Peak Community College 2003 — 2005
Associate's Degree, Associate of Arts Business Management Transfer, GPA 3.5
Ryan Vallee's TD Ameritrade Experience May 2013 - Present
Job TD Ameritrade Designated Brokerage Services
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
Guardian Investor Services, LLC January 2005 - April 2013
Ameriprise Financial Services, Inc. August 2003 - January 2005
Source Technology 1998 - 2002
Skills
Asset Allocation, Investments, Uniform Combined State..., Insurance, Risk Management, Financial Planning, Series 7, Sales Management, Series 66, Customer Relations, Series 26
Education
Providence College 1993 — 1997
B.S., Business Management
Northfield Mount Hermon 1992 — 1993
TD Ameritrade May 2013 - Present
Guardian Investor Services, LLC January 2005 - April 2013
Ameriprise Financial Services, Inc. August 2003 - January 2005
Source Technology 1998 - 2002
Skills
Asset Allocation, Investments, Uniform Combined State..., Insurance, Risk Management, Financial Planning, Series 7, Sales Management, Series 66, Customer Relations, Series 26
Education
Providence College 1993 — 1997
B.S., Business Management
Northfield Mount Hermon 1992 — 1993
Hari Polsani's TD Ameritrade Experience January 2011 - Present
Job Consultant at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade January 2011 - Present
Goldman Sachs May 2010 - January 2011
TD Ameritrade March 2007 - May 2010
Cognizant Technology Solutions February 2002 - February 2007
Education
Osmania University 2001 — 2003
MS, Information Systems
TD Ameritrade January 2011 - Present
Goldman Sachs May 2010 - January 2011
TD Ameritrade March 2007 - May 2010
Cognizant Technology Solutions February 2002 - February 2007
Education
Osmania University 2001 — 2003
MS, Information Systems
Brian Nesbitt's TD Ameritrade Experience March 2008 - July 2011
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Global Healthcare Exchange (GHX) September 2011 - Present
TD Ameritrade March 2008 - July 2011
Fiserv ISS August 2005 - March 2008
Qwest Communications May 1998 - August 2005
Skills
Agile Methodologies, ASP.NET, C#, XML, JavaScript, XSLT, CSS, HTML, MSTest, SSRS, T-SQL, Scrum, Test Driven Development, TFS, SQL, SDLC, .NET, Git, Requirements Gathering, Unix, Kanban, Continuous Integration, REST, IIS, SOA, ASP.NET Web API, PL/SQL, NUnit, ATDD, SSIS, TeamCity, MSBuild
Education
Regis University
Masters in Computer Information Technology, 4.0 GPA
University of Colorado at Boulder - Leeds School of Business
Bachelor's of Science in Business Administration, Business Information Systems
J.K. Mullen High School
Global Healthcare Exchange (GHX) September 2011 - Present
TD Ameritrade March 2008 - July 2011
Fiserv ISS August 2005 - March 2008
Qwest Communications May 1998 - August 2005
Skills
Agile Methodologies, ASP.NET, C#, XML, JavaScript, XSLT, CSS, HTML, MSTest, SSRS, T-SQL, Scrum, Test Driven Development, TFS, SQL, SDLC, .NET, Git, Requirements Gathering, Unix, Kanban, Continuous Integration, REST, IIS, SOA, ASP.NET Web API, PL/SQL, NUnit, ATDD, SSIS, TeamCity, MSBuild
Education
Regis University
Masters in Computer Information Technology, 4.0 GPA
University of Colorado at Boulder - Leeds School of Business
Bachelor's of Science in Business Administration, Business Information Systems
J.K. Mullen High School
Andrew Mallardi's TD Ameritrade Experience January 2009 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
Raymond Podolla's TD Ameritrade Experience May 1990 - March 2006
Job VP of Retail at Power Financial
Industry Financial Services
Experience
Power Financial March 2011 - Present
Power Financial August 2008 - December 2011
UBS International March 2006 - July 2008
TD Ameritrade May 1990 - March 2006
Education
Penn State University 1985 — 1989
ba, General Arts/Science Business focus
Power Financial March 2011 - Present
Power Financial August 2008 - December 2011
UBS International March 2006 - July 2008
TD Ameritrade May 1990 - March 2006
Education
Penn State University 1985 — 1989
ba, General Arts/Science Business focus
Jeff Gaguzis's TD Ameritrade Experience July 2004 - January 2006
Job Category Manager at Ralcorp Holdings
Industry Management Consulting
Experience
Accenture January 2006 - Present
TD Ameritrade July 2004 - January 2006
FreeMarkets, Inc. 2003 - 2004
Ariba Inc. (formerly FreeMarkets) 2003 - 2004
Education
Penn State University 1986 — 1990
BS, Microbiology
Accenture January 2006 - Present
TD Ameritrade July 2004 - January 2006
FreeMarkets, Inc. 2003 - 2004
Ariba Inc. (formerly FreeMarkets) 2003 - 2004
Education
Penn State University 1986 — 1990
BS, Microbiology
Marc Gretencord's TD Ameritrade Experience April 2010 - Present
Job Licensed CS Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2010 - Present
TD Ameritrade July 2007 - August 2008
St. Boniface June 1999 - June 2007
A. J. Wingers August 2003 - January 2005
Education
Purdue University 1998 — 2002
Small Business Management
TD Ameritrade April 2010 - Present
TD Ameritrade July 2007 - August 2008
St. Boniface June 1999 - June 2007
A. J. Wingers August 2003 - January 2005
Education
Purdue University 1998 — 2002
Small Business Management
Radhika Banoor's TD Ameritrade Experience March 2008 - June 2009
Job SAP SD functional Consultant at The Home Depot
Industry Information Technology and Services
Experience
The Home Depot Canada September 2014 - Present
CTS November 2005 - Present
Cognizant Technology Solutions 2005 - Present
The Home Depot June 2012 - August 2014
Merck September 2009 - May 2012
TD Ameritrade March 2008 - June 2009
Ameriprise Financial Services, Inc. October 2006 - March 2008
Skills
SDLC, Quality Center, Software Quality..., Business Analysis, Software Project..., Requirements Analysis, Data Warehousing, Quality Assurance, Integration, Testing, SQL, SOA, Visio, Oracle, SAP, User Acceptance Testing, Business Process, SAP R/3, Data Migration, Test Planning, Software Development
Education
Chaitanya Bharathi Institute of Technology 2002 — 2005
BE, Electrical & Electronics
Osmania University 2002 — 2005
BE, Electronics and Electricals
St. Anthony School 1994 — 1999
The Home Depot Canada September 2014 - Present
CTS November 2005 - Present
Cognizant Technology Solutions 2005 - Present
The Home Depot June 2012 - August 2014
Merck September 2009 - May 2012
TD Ameritrade March 2008 - June 2009
Ameriprise Financial Services, Inc. October 2006 - March 2008
Skills
SDLC, Quality Center, Software Quality..., Business Analysis, Software Project..., Requirements Analysis, Data Warehousing, Quality Assurance, Integration, Testing, SQL, SOA, Visio, Oracle, SAP, User Acceptance Testing, Business Process, SAP R/3, Data Migration, Test Planning, Software Development
Education
Chaitanya Bharathi Institute of Technology 2002 — 2005
BE, Electrical & Electronics
Osmania University 2002 — 2005
BE, Electronics and Electricals
St. Anthony School 1994 — 1999
Keirstin Wright, CEP's TD Ameritrade Experience December 2011 - June 2012
Job Vice President / Product Management
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Bridget Pantaleo's TD Ameritrade Experience September 2009 - June 2011
Job Managing Director, Chief Operting Officer for Global Infrastructure Services, Group Technology at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
UBS Financial Services, Inc. May 2011 - Present
TD Ameritrade September 2009 - June 2011
Merrill Lynch July 2006 - November 2009
Pershing July 1997 - February 2006
Skills
Analytics, Portfolio Management, SDLC, Strategy, Wealth Management, Financial Services, Governance, Business Transformation, Securities, IT Strategy, Series 7, Fixed Income, Information Technology, Back Office, Trading Systems, Program Management, Management, Risk Management, Vendor Management, Mutual Funds, Equities, Business Analysis, PMO, Bonds
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
Villanova University 1981 — 1985
BS Business Administration, Finance
UBS May 2014 - Present
UBS Financial Services, Inc. May 2011 - Present
TD Ameritrade September 2009 - June 2011
Merrill Lynch July 2006 - November 2009
Pershing July 1997 - February 2006
Skills
Analytics, Portfolio Management, SDLC, Strategy, Wealth Management, Financial Services, Governance, Business Transformation, Securities, IT Strategy, Series 7, Fixed Income, Information Technology, Back Office, Trading Systems, Program Management, Management, Risk Management, Vendor Management, Mutual Funds, Equities, Business Analysis, PMO, Bonds
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
Villanova University 1981 — 1985
BS Business Administration, Finance
Brian Badway's TD Ameritrade Experience October 2000 - March 2002
Job Claims Team Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2015 - Present
GEICO July 2012 - March 2015
GEICO July 2011 - July 2012
GEICO April 2008 - July 2011
GEICO February 2004 - April 2008
GEICO January 2003 - February 2004
GEICO March 2002 - January 2003
TD Ameritrade October 2000 - March 2002
Skills
Purchasing, Insurance, Six Sigma, Microsoft Office, Coaching, Subrogation, Claims Management, Claim Investigation, Liability, Legal Liability, Liability Analysis, Claims Handling, AIC, Adjusters, Sales, Recruiting, Hiring Employees, Litigation, Negotiation, Personal Injury, Property Damage, Property & Casualty..., Commercial Insurance
Education
Providence College 1994 — 1998
BA, Liberal Arts, Biology
Liberty Mutual Insurance March 2015 - Present
GEICO July 2012 - March 2015
GEICO July 2011 - July 2012
GEICO April 2008 - July 2011
GEICO February 2004 - April 2008
GEICO January 2003 - February 2004
GEICO March 2002 - January 2003
TD Ameritrade October 2000 - March 2002
Skills
Purchasing, Insurance, Six Sigma, Microsoft Office, Coaching, Subrogation, Claims Management, Claim Investigation, Liability, Legal Liability, Liability Analysis, Claims Handling, AIC, Adjusters, Sales, Recruiting, Hiring Employees, Litigation, Negotiation, Personal Injury, Property Damage, Property & Casualty..., Commercial Insurance
Education
Providence College 1994 — 1998
BA, Liberal Arts, Biology
Bhupinder Kang, PMP®, MBA's TD Ameritrade Experience September 2013 - Present
Job Enterprise Project Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade September 2013 - Present
TIAA-CREF February 2012 - August 2013
Pershing, a BNY Mellon company September 2011 - February 2012
Bank of America Merrill Lynch May 2010 - September 2011
Consultant 2005 - 2009
Semiconductor Complex Ltd January 2001 - June 2001
Skills
PMP, Business Analysis, PMO, Program Management, Financial Services, Business Process..., SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Vendor Management, Software Project..., Visio, Project Delivery, Requirements Analysis, Project Portfolio..., MS Project, Process Improvement, Integration, SharePoint, Project Management, Management, Project Planning, ERP, Scrum
Education
Queen's School of Business 2009 — 2010
MBA, Finance
Punjab Technical University 1998 — 2002
B Tech, Computer Science & Engineering
TD Ameritrade September 2013 - Present
TIAA-CREF February 2012 - August 2013
Pershing, a BNY Mellon company September 2011 - February 2012
Bank of America Merrill Lynch May 2010 - September 2011
Consultant 2005 - 2009
Semiconductor Complex Ltd January 2001 - June 2001
Skills
PMP, Business Analysis, PMO, Program Management, Financial Services, Business Process..., SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Vendor Management, Software Project..., Visio, Project Delivery, Requirements Analysis, Project Portfolio..., MS Project, Process Improvement, Integration, SharePoint, Project Management, Management, Project Planning, ERP, Scrum
Education
Queen's School of Business 2009 — 2010
MBA, Finance
Punjab Technical University 1998 — 2002
B Tech, Computer Science & Engineering
Purnachandar Kolgur's TD Ameritrade Experience April 2009 - April 2010
Job
Industry Information Technology and Services
Experience
CVS Health September 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma and Texas May 2010 - August 2013
TD Ameritrade April 2009 - April 2010
PNC Bank/National City Bank November 2006 - February 2009
Education
Osmania University
B.C.A, Computer Applications
Punjab Technical University
M.Sc(IT), Information Technology
CVS Health September 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma and Texas May 2010 - August 2013
TD Ameritrade April 2009 - April 2010
PNC Bank/National City Bank November 2006 - February 2009
Education
Osmania University
B.C.A, Computer Applications
Punjab Technical University
M.Sc(IT), Information Technology
R. Craig Johnson's TD Ameritrade Experience February 2010 - February 2012
Job Sr. Manager, Corporate Sales at InsideSales.com
Industry Computer Software
Experience
InsideSales.com October 2013 - Present
Action Target February 2012 - August 2013
TD Ameritrade February 2010 - February 2012
Alpine Powersports December 1998 - December 2009
FranklinCovey Co May 2001 - December 2004
Caldera Inc September 1998 - April 2002
Novell Inc July 1995 - September 1998
WordPerfect 1990 - 1995
Skills
Product Management, Direct Sales, Management, Sales Operations, Marketing, Sales, Training, Program Management, Entrepreneurship, Selling, Strategic Planning, Budgets, Integration, Recruiting, Leadership, Cross-functional Team..., SaaS
Education
University of Phoenix 2008 — 2010
BS, Business Management
Pasadena City College 1987 — 1989
TD Ameritrade / Investools
InsideSales.com October 2013 - Present
Action Target February 2012 - August 2013
TD Ameritrade February 2010 - February 2012
Alpine Powersports December 1998 - December 2009
FranklinCovey Co May 2001 - December 2004
Caldera Inc September 1998 - April 2002
Novell Inc July 1995 - September 1998
WordPerfect 1990 - 1995
Skills
Product Management, Direct Sales, Management, Sales Operations, Marketing, Sales, Training, Program Management, Entrepreneurship, Selling, Strategic Planning, Budgets, Integration, Recruiting, Leadership, Cross-functional Team..., SaaS
Education
University of Phoenix 2008 — 2010
BS, Business Management
Pasadena City College 1987 — 1989
TD Ameritrade / Investools
JR Cabotaje's TD Ameritrade Experience June 1992 - January 2005
Job Futures Trader / Managing Director, Plan B Management Inc
Industry Financial Services
Experience
Plan B Management Inc February 2005 - Present
LPL Financial Services March 2008 - January 2009
TD Ameritrade June 1992 - January 2005
Education
Pepperdine University 1986 — 1986
Business Management
Plan B Management Inc February 2005 - Present
LPL Financial Services March 2008 - January 2009
TD Ameritrade June 1992 - January 2005
Education
Pepperdine University 1986 — 1986
Business Management
Martin Barche Jr's TD Ameritrade Experience 1996 - 2009
Job Software Engineer at McCallie Associates
Industry Information Technology and Services
Experience
McCallie Associates, Inc. September 2009 - Present
TD AMERITRADE 1996 - 2009
Ameritrade Holding Corporation April 2002 - December 2006
Ameritrade Holding Corporation October 2000 - April 2002
Ameritrade Holding Corporation May 1998 - October 2000
Ameritrade Holding Corporation May 1996 - May 1998
United States Air Force March 1980 - June 1996
Skills
Java, JavaScript, JDBC, Eclipse, WebLogic, C, C++, COBOL, ExtJS, PL/SQL, GIS applications, MUMPS, Linux, Windows 7, Lisp, Jovial, Top Secret, Access, Fortran, Assembly, Perl, SQL Server, HTML, Databases, FoxPro, Excel, SQL, Unix Shell Scripting, Visio, Unix, PowerPoint, LoadRunner, Word, MediaWiki, ClearCase, Requirements Analysis, MySQL, Microsoft SQL Server, SDLC
Education
University of Missouri-Rolla 1984 — 1985
MS, Computer Science
Penn State University 1972 — 1976
BS, Forest Science
McCallie Associates, Inc. September 2009 - Present
TD AMERITRADE 1996 - 2009
Ameritrade Holding Corporation April 2002 - December 2006
Ameritrade Holding Corporation October 2000 - April 2002
Ameritrade Holding Corporation May 1998 - October 2000
Ameritrade Holding Corporation May 1996 - May 1998
United States Air Force March 1980 - June 1996
Skills
Java, JavaScript, JDBC, Eclipse, WebLogic, C, C++, COBOL, ExtJS, PL/SQL, GIS applications, MUMPS, Linux, Windows 7, Lisp, Jovial, Top Secret, Access, Fortran, Assembly, Perl, SQL Server, HTML, Databases, FoxPro, Excel, SQL, Unix Shell Scripting, Visio, Unix, PowerPoint, LoadRunner, Word, MediaWiki, ClearCase, Requirements Analysis, MySQL, Microsoft SQL Server, SDLC
Education
University of Missouri-Rolla 1984 — 1985
MS, Computer Science
Penn State University 1972 — 1976
BS, Forest Science
Adam Gulledge's TD Ameritrade Experience November 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
Phillips and Company Wealth Strategies October 2009 - November 2012
Phillips and Company Wealth Strategies October 2009 - November 2012
Oregon State Investment Group September 2007 - June 2009
Skills
Portfolio Management, Financial Planning, Financial Modeling, Financial Statement..., Investment Strategies, Asset Allocation, Asset Management, Money Management, Finance, Investments, Microsoft Office, Public Speaking
Education
Oregon State University 2005 — 2009
BA, Finance
TD Ameritrade November 2012 - Present
Phillips and Company Wealth Strategies October 2009 - November 2012
Phillips and Company Wealth Strategies October 2009 - November 2012
Oregon State Investment Group September 2007 - June 2009
Skills
Portfolio Management, Financial Planning, Financial Modeling, Financial Statement..., Investment Strategies, Asset Allocation, Asset Management, Money Management, Finance, Investments, Microsoft Office, Public Speaking
Education
Oregon State University 2005 — 2009
BA, Finance
Alexander Oracheff's TD Ameritrade Experience January 2008 - January 2011
Job at
Industry Financial Services
Experience
Scottrade July 2014 - Present
Euro Pacific Capital 2011 - Present
TD Ameritrade January 2008 - January 2011
Fidelity Investments 2003 - 2007
Skills
Series 63, Series 7, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Equities, Mutual Funds, Finance, Investment Advisory, Financial Planning, Financial Services, Retirement, Fixed Income, Management, Alternative Investments, Investment Strategies, Insurance, Trading
Education
Regis University 1994 — 1998
B.S in B.A, Business
Fairfield Prep 1990 — 1994
Scottrade July 2014 - Present
Euro Pacific Capital 2011 - Present
TD Ameritrade January 2008 - January 2011
Fidelity Investments 2003 - 2007
Skills
Series 63, Series 7, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Equities, Mutual Funds, Finance, Investment Advisory, Financial Planning, Financial Services, Retirement, Fixed Income, Management, Alternative Investments, Investment Strategies, Insurance, Trading
Education
Regis University 1994 — 1998
B.S in B.A, Business
Fairfield Prep 1990 — 1994
Carol Mangus's TD Ameritrade Experience April 2010 - November 2012
Job Sr. Security Consultant at AsTech Consulting
Industry Information Technology and Services
Experience
AsTech Consulting December 2012 - Present
TD Ameritrade April 2010 - November 2012
Solutionary October 2004 - December 2009
Physicians Mutual October 2003 - July 2004
Metavante December 2001 - June 2004
First Data Corporation October 1995 - October 2001
Skills
Security, Risk Management, Project Management, Customer Service, Technical Staff..., Disaster Recovery, Information Security, Business Continuity, Vendor Management, Network Security, Risk Assessment, SDLC, Business Analysis, Process Improvement, Governance, ITIL, Business Process..., Sarbanes-Oxley Act, Information Technology, Incident Management, Program Management, IT Management, Team Leadership, Visio, Banking, Enterprise Risk..., Requirements Analysis, Business Continuity..., Resource Management, Relationship Management, MS Project, Team Building, Project Portfolio..., Service Delivery, Vulnerability Management, PCI DSS, Vulnerability Assessment, CISSP, Information Security..., Software Documentation, Penetration Testing, CRM, Intrusion Detection, Security Audits, Encryption, Application Security, ISO 27001, Computer Security, Management, Leadership
Education
Point Park University 1984 — 1987
BS, Business Administration
AsTech Consulting December 2012 - Present
TD Ameritrade April 2010 - November 2012
Solutionary October 2004 - December 2009
Physicians Mutual October 2003 - July 2004
Metavante December 2001 - June 2004
First Data Corporation October 1995 - October 2001
Skills
Security, Risk Management, Project Management, Customer Service, Technical Staff..., Disaster Recovery, Information Security, Business Continuity, Vendor Management, Network Security, Risk Assessment, SDLC, Business Analysis, Process Improvement, Governance, ITIL, Business Process..., Sarbanes-Oxley Act, Information Technology, Incident Management, Program Management, IT Management, Team Leadership, Visio, Banking, Enterprise Risk..., Requirements Analysis, Business Continuity..., Resource Management, Relationship Management, MS Project, Team Building, Project Portfolio..., Service Delivery, Vulnerability Management, PCI DSS, Vulnerability Assessment, CISSP, Information Security..., Software Documentation, Penetration Testing, CRM, Intrusion Detection, Security Audits, Encryption, Application Security, ISO 27001, Computer Security, Management, Leadership
Education
Point Park University 1984 — 1987
BS, Business Administration
TJ Cotten's TD Ameritrade Experience August 2011 - Present
Job VPInstitutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
TD Ameritrade December 2007 - August 2011
Skills
Series 7, Series 24, Series 63, Asset Allocation, Wealth Management, Risk Management, Securities, Retirement Planning, Retirement, Mutual Funds, Investments, Relationship Management, Investment Advisory, Alternative Investments, ETFs, FINRA, Investment Strategies, Uniform Combined State..., 401k, Financial Advisory, Financial Services, Equities, Investment Management, Asset Management, Separately Managed..., Series 65, Strategic Financial..., Portfolio Management, Qualified Retirement..., Fixed Income, Options, Fixed Annuities, Wealth Management..., IRAs, Estate Planning, Bonds, High Net Worth..., Wealth, Financial Planners, Hedge Funds, Series 6, Trading, Financial Planning
Education
Pace University - Lubin School of Business
BBA, Finance
TD Ameritrade August 2011 - Present
TD Ameritrade December 2007 - August 2011
Skills
Series 7, Series 24, Series 63, Asset Allocation, Wealth Management, Risk Management, Securities, Retirement Planning, Retirement, Mutual Funds, Investments, Relationship Management, Investment Advisory, Alternative Investments, ETFs, FINRA, Investment Strategies, Uniform Combined State..., 401k, Financial Advisory, Financial Services, Equities, Investment Management, Asset Management, Separately Managed..., Series 65, Strategic Financial..., Portfolio Management, Qualified Retirement..., Fixed Income, Options, Fixed Annuities, Wealth Management..., IRAs, Estate Planning, Bonds, High Net Worth..., Wealth, Financial Planners, Hedge Funds, Series 6, Trading, Financial Planning
Education
Pace University - Lubin School of Business
BBA, Finance
Kevin Willocks's TD Ameritrade Experience September 2013 - Present
Job Quality Assurance Engineer
Industry Information Technology and Services
Experience
TD Ameritrade September 2013 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, OS X, Computer Hardware, Windows, Windows 7, Troubleshooting, Software Installation, Windows Vista, Hardware, iOS, Networking, Computer Repair, Test Planning, Management, Hardware Installation, Printers, Windows XP, Help Desk Support, Computer Maintenance, Regression Testing, Manual Testing, Android, Black Box Testing, Mobile Applications, Test Cases, Testing, Quality Center, Web Testing, Functional Requirements, Atlassian JIRA, Waterfall, Operating Systems, Test Execution, Software Requirements
Education
NPower Technology Service Corps 2013 — 2013
A+ Certification
Quinnipiac University 2005 — 2009
Bachelor of Arts, History- 2009
TD Ameritrade September 2013 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, OS X, Computer Hardware, Windows, Windows 7, Troubleshooting, Software Installation, Windows Vista, Hardware, iOS, Networking, Computer Repair, Test Planning, Management, Hardware Installation, Printers, Windows XP, Help Desk Support, Computer Maintenance, Regression Testing, Manual Testing, Android, Black Box Testing, Mobile Applications, Test Cases, Testing, Quality Center, Web Testing, Functional Requirements, Atlassian JIRA, Waterfall, Operating Systems, Test Execution, Software Requirements
Education
NPower Technology Service Corps 2013 — 2013
A+ Certification
Quinnipiac University 2005 — 2009
Bachelor of Arts, History- 2009
Nathan Sickler's TD Ameritrade Experience July 2014 - Present
Job Margin Risk Control Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
Skills
Series 63, Options Strategies, Securities, Risk Management, Equity Derivatives, Portfolio Risk, Series 7, Risk Assessment, Option Valuation, Option Pricing Models, Trading Operations, Financial Services, Equities, Equity Trading, Broker-Dealer, VBA, Advanced MS Excel, Workflow Application..., Workflow Management, Business Process..., Systems Analysis, Business Analysis, Business Process..., Process Optimization, Business Process..., Margin Trading Risk, Financial Markets, Derivatives Risk, Derivatives, FINRA, Options
Education
University of Nebraska-Lincoln 2003 — 2008
BA, Business Administration and Finance
Queensland University of Technology 2006 — 2006
International Business
TD Ameritrade July 2014 - Present
Skills
Series 63, Options Strategies, Securities, Risk Management, Equity Derivatives, Portfolio Risk, Series 7, Risk Assessment, Option Valuation, Option Pricing Models, Trading Operations, Financial Services, Equities, Equity Trading, Broker-Dealer, VBA, Advanced MS Excel, Workflow Application..., Workflow Management, Business Process..., Systems Analysis, Business Analysis, Business Process..., Process Optimization, Business Process..., Margin Trading Risk, Financial Markets, Derivatives Risk, Derivatives, FINRA, Options
Education
University of Nebraska-Lincoln 2003 — 2008
BA, Business Administration and Finance
Queensland University of Technology 2006 — 2006
International Business
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
Cristina Cantillo's TD Ameritrade Experience January 2005 - July 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
Public School 16 Queens, The Nancy DeBenedittis School, Corona, NY January 2013 - May 2013
TD Ameritrade January 2005 - July 2011
Education
Queens College 2011 — 2013
Master of Arts in Teaching with Bilingual Extension, Childhood Education, Bilingual and Multilingual Education, 3.9
Public School 16 Queens, The Nancy DeBenedittis School, Corona, NY January 2013 - May 2013
TD Ameritrade January 2005 - July 2011
Education
Queens College 2011 — 2013
Master of Arts in Teaching with Bilingual Extension, Childhood Education, Bilingual and Multilingual Education, 3.9
Mark Springer's TD Ameritrade Experience June 2010 - June 2011
Job Senior Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2014 - August 2015
Grant Thornton LLP August 2013 - August 2014
Grant Thornton LLP June 2011 - August 2013
TD Ameritrade June 2010 - June 2011
Barclays August 2007 - June 2010
PricewaterhouseCoopers January 2005 - August 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, IT Audit, Assurance, Internal Audit, SAS70, Mergers & Acquisitions, External Audit, Business Process, COBIT, COSO, Change Management, FFIEC, Enterprise Risk..., Financial Analysis, Risk Management, ISO 27001, ISO 27002
Education
Pace University
Master of Science, Accounting
The University of Western Ontario
Bachelor of Arts, Economics
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2014 - August 2015
Grant Thornton LLP August 2013 - August 2014
Grant Thornton LLP June 2011 - August 2013
TD Ameritrade June 2010 - June 2011
Barclays August 2007 - June 2010
PricewaterhouseCoopers January 2005 - August 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, IT Audit, Assurance, Internal Audit, SAS70, Mergers & Acquisitions, External Audit, Business Process, COBIT, COSO, Change Management, FFIEC, Enterprise Risk..., Financial Analysis, Risk Management, ISO 27001, ISO 27002
Education
Pace University
Master of Science, Accounting
The University of Western Ontario
Bachelor of Arts, Economics
Shiguang Li's TD Ameritrade Experience November 2011 - April 2014
Job Application Development Analyst III at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae April 2014 - Present
TD Ameritrade November 2011 - April 2014
CME Group March 2011 - November 2011
TradeHelm Inc January 2008 - March 2011
Chicago Mercantile Exchange May 2007 - December 2007
Skills
Java, Multithreading, Databases, JDBC, PostgreSQL, Electronic Trading, Market Data, Swing, EJB, Trading, Algorithms, TIBCO Rendezvous, Core Java
Education
Purdue University Calumet 2005 — 2007
Master, Electric and Computer Engineering
Purdue University Calumet 2005 — 2007
M.S, Electric and Computer Engineering
Fannie Mae April 2014 - Present
TD Ameritrade November 2011 - April 2014
CME Group March 2011 - November 2011
TradeHelm Inc January 2008 - March 2011
Chicago Mercantile Exchange May 2007 - December 2007
Skills
Java, Multithreading, Databases, JDBC, PostgreSQL, Electronic Trading, Market Data, Swing, EJB, Trading, Algorithms, TIBCO Rendezvous, Core Java
Education
Purdue University Calumet 2005 — 2007
Master, Electric and Computer Engineering
Purdue University Calumet 2005 — 2007
M.S, Electric and Computer Engineering
Baskar Kaliyappan's TD Ameritrade Experience July 2011 - Present
Job Business Objects Developer at Delasoft
Industry Information Technology and Services
Experience
TD Ameritrade July 2011 - Present
Pfizer June 2010 - June 2011
The Vanguard Group January 2006 - May 2010
Skills
Business Intelligence, Data Warehousing, Crystal Reports
Education
University of Bridgeport 2001 — 2004
Masters in Engineering
PSG College of Technology 1995 — 1999
Bachelors in Engineering
TD Ameritrade July 2011 - Present
Pfizer June 2010 - June 2011
The Vanguard Group January 2006 - May 2010
Skills
Business Intelligence, Data Warehousing, Crystal Reports
Education
University of Bridgeport 2001 — 2004
Masters in Engineering
PSG College of Technology 1995 — 1999
Bachelors in Engineering
selena brosnan's TD Ameritrade Experience June 2009 - October 2010
Job Lower Elementary Intern at Brickton Montessori School
Industry Arts and Crafts
Experience
Brickton Montessori School August 2012 - Present
Young Rembrandts February 2011 - September 2012
TD Ameritrade June 2009 - October 2010
thinkorswim October 2002 - May 2009
Woolf and Goldman June 2000 - February 2002
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Microsoft Word, Troubleshooting, Microsoft Excel, Teaching, Art, Editing, Event Planning, Coaching, Public Speaking, Social Media Marketing, Social Media, Social Networking, Management, Event Management, Team Building, Leadership, Time Management, Team Leadership, Advertising, Outlook
Education
MMTTC 2012 — 2014
Montessori Certification
Roosevelt University 1998 — 2000
BA, English Literature
Parkland College 1995 — 1997
AA, English
Brickton Montessori School August 2012 - Present
Young Rembrandts February 2011 - September 2012
TD Ameritrade June 2009 - October 2010
thinkorswim October 2002 - May 2009
Woolf and Goldman June 2000 - February 2002
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Microsoft Word, Troubleshooting, Microsoft Excel, Teaching, Art, Editing, Event Planning, Coaching, Public Speaking, Social Media Marketing, Social Media, Social Networking, Management, Event Management, Team Building, Leadership, Time Management, Team Leadership, Advertising, Outlook
Education
MMTTC 2012 — 2014
Montessori Certification
Roosevelt University 1998 — 2000
BA, English Literature
Parkland College 1995 — 1997
AA, English
Anne Chiang's TD Ameritrade Experience April 2013 - April 2014
Job Visual Designer
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
DigitasLBi_US May 2014 - March 2015
TD Ameritrade April 2013 - April 2014
TrueChoice Solutions June 2012 - April 2013
TrueChoice Solutions March 2011 - May 2012
Gersh Academy 2009 - 2010
Skills
User Interface Design, Illustrator, Graphic Design, Photoshop, InDesign, Interaction Design, Graphics, Illustration, Adobe Creative Suite, Web Design, After Effects, Typography, Drawing, User Experience Design, Flash, Screen Printing, Logo Design, Communication Design, Art, User Experience, Wireframes, Branding, Vector Illustration, Packaging, Microsoft Excel, Microsoft Word, Painting, PowerPoint, Sketching, Visual Design, Art Direction, Sketch, Axure RP
Education
Pratt Institute 2010 — 2012
BFA, Communications Design
Pratt Institute 2008 — 2010
Associates, Graphic Design and Illustration
Fidelity Investments March 2015 - Present
DigitasLBi_US May 2014 - March 2015
TD Ameritrade April 2013 - April 2014
TrueChoice Solutions June 2012 - April 2013
TrueChoice Solutions March 2011 - May 2012
Gersh Academy 2009 - 2010
Skills
User Interface Design, Illustrator, Graphic Design, Photoshop, InDesign, Interaction Design, Graphics, Illustration, Adobe Creative Suite, Web Design, After Effects, Typography, Drawing, User Experience Design, Flash, Screen Printing, Logo Design, Communication Design, Art, User Experience, Wireframes, Branding, Vector Illustration, Packaging, Microsoft Excel, Microsoft Word, Painting, PowerPoint, Sketching, Visual Design, Art Direction, Sketch, Axure RP
Education
Pratt Institute 2010 — 2012
BFA, Communications Design
Pratt Institute 2008 — 2010
Associates, Graphic Design and Illustration
Lynne Friedwald's TD Ameritrade Experience June 2010 - March 2015
Job Producing Branch Manager
Industry Financial Services
Experience
Scottrade March 2015 - Present
Td Ameritrade June 2010 - March 2015
Charles Schwab June 2003 - June 2010
Charles Schwab June 2003 - June 2010
Skills
Comprehensive Wealth..., Series 66, FINRA, Managed Accounts, Insurance Planning, IRA's, Wealth Preservation..., Investment Strategies, Financial Advisory, Series 24, Alternative Investments, Financial Services, Investments, Uniform Combined State...
Education
Pace University
Scottrade March 2015 - Present
Td Ameritrade June 2010 - March 2015
Charles Schwab June 2003 - June 2010
Charles Schwab June 2003 - June 2010
Skills
Comprehensive Wealth..., Series 66, FINRA, Managed Accounts, Insurance Planning, IRA's, Wealth Preservation..., Investment Strategies, Financial Advisory, Series 24, Alternative Investments, Financial Services, Investments, Uniform Combined State...
Education
Pace University
Stephen Ilnitzki's TD Ameritrade Experience June 1999 - April 2000
Job Program Director at LoBue Group
Industry Financial Services
Experience
LoBue Group May 2013 - Present
Self-employed September 2009 - May 2013
Prudential Financial Global Commodities May 2006 - August 2009
OppenheimerFunds April 2000 - April 2006
TD Ameritrade June 1999 - April 2000
Skills
Hedge Funds, Global Asset Management, Product Management, Management Consulting, Financial Services, Alternative Investments, Organizational..., Operations and IT, Institutional Sales, Senior Executive..., Senior Program..., Commodity, Asset Allocation, Strategy, Start-ups, Asset Management, Fixed Income, Investments, Capital Markets, Risk Management, Portfolio Management
Education
Rensselaer Polytechnic Institute 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1979 — 1983
Bachelor of Science (BS), Physics
LoBue Group May 2013 - Present
Self-employed September 2009 - May 2013
Prudential Financial Global Commodities May 2006 - August 2009
OppenheimerFunds April 2000 - April 2006
TD Ameritrade June 1999 - April 2000
Skills
Hedge Funds, Global Asset Management, Product Management, Management Consulting, Financial Services, Alternative Investments, Organizational..., Operations and IT, Institutional Sales, Senior Executive..., Senior Program..., Commodity, Asset Allocation, Strategy, Start-ups, Asset Management, Fixed Income, Investments, Capital Markets, Risk Management, Portfolio Management
Education
Rensselaer Polytechnic Institute 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1979 — 1983
Bachelor of Science (BS), Physics
Scott Speckmann's TD Ameritrade Experience April 2007 - April 2010
Job Mutual Fund Manager at COR Clearing
Industry Financial Services
Experience
COR Clearing April 2010 - Present
TD Ameritrade April 2007 - April 2010
Skills
Mutual Funds, FINRA, Securities, Series 7, Series 63, Operations Management, Equities, Financial Services, Trading, Options, Back Office
Education
Peru State College 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management\Sales Management
University of Nebraska at Omaha 1986 — 1987
COR Clearing April 2010 - Present
TD Ameritrade April 2007 - April 2010
Skills
Mutual Funds, FINRA, Securities, Series 7, Series 63, Operations Management, Equities, Financial Services, Trading, Options, Back Office
Education
Peru State College 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management\Sales Management
University of Nebraska at Omaha 1986 — 1987
Ali Kavianian, CFP®'s TD Ameritrade Experience April 2010 - March 2013
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group August 2015 - Present
Creative Planning Inc. March 2013 - July 2015
TD Ameritrade April 2010 - March 2013
Beaverton City 2013 - 2013
Skills
Strategic Financial..., Customer Service, Business Development, Personal Financial..., Investment Theory, Business Process..., Salesforce.com, Strategic Investment, Wealth Management, Investment Management, Financial Planners, Investment Advisory, Series 7, Asset Allocation, Wealth, Finance, Financial Planning, Investment Strategies, Retirement
Education
The American College 2011 — 2012
CFP®
Portland State University 2001 — 2005
Bachelor of Science (BS), Operations Management and Supervision
beaverton
Churchill Management Group August 2015 - Present
Creative Planning Inc. March 2013 - July 2015
TD Ameritrade April 2010 - March 2013
Beaverton City 2013 - 2013
Skills
Strategic Financial..., Customer Service, Business Development, Personal Financial..., Investment Theory, Business Process..., Salesforce.com, Strategic Investment, Wealth Management, Investment Management, Financial Planners, Investment Advisory, Series 7, Asset Allocation, Wealth, Finance, Financial Planning, Investment Strategies, Retirement
Education
The American College 2011 — 2012
CFP®
Portland State University 2001 — 2005
Bachelor of Science (BS), Operations Management and Supervision
beaverton
Jannell McBride's TD Ameritrade Experience March 1999 - August 2001
Job Risk Associate
Industry Financial Services
Experience
Commonwealth Bank January 2014 - May 2015
Mizuho Bank August 2013 - September 2013
Macquarie Group October 2012 - June 2013
Various Long and Short-term Executive Assistant assignments: March 2008 - June 2009
DTCC February 2007 - November 2007
Reuters July 2006 - February 2007
Citi July 2004 - November 2005
Bank of America October 2001 - April 2004
TD Ameritrade March 1999 - August 2001
Skills
Outlook, Spreadsheets, Microsoft Office, Microsoft Excel, Records Management, PowerPoint, Document Management, Supervisory Skills, Administration, Training
Education
Queens College 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Commonwealth Bank January 2014 - May 2015
Mizuho Bank August 2013 - September 2013
Macquarie Group October 2012 - June 2013
Various Long and Short-term Executive Assistant assignments: March 2008 - June 2009
DTCC February 2007 - November 2007
Reuters July 2006 - February 2007
Citi July 2004 - November 2005
Bank of America October 2001 - April 2004
TD Ameritrade March 1999 - August 2001
Skills
Outlook, Spreadsheets, Microsoft Office, Microsoft Excel, Records Management, PowerPoint, Document Management, Supervisory Skills, Administration, Training
Education
Queens College 2010 — 2012
Bachelor of Arts (B.A.), Psychology
James CFP®, CEBS's TD Ameritrade Experience January 2013 - Present
Job
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade April 2012 - December 2012
Fidelity Investments July 2010 - April 2012
Skills
Series 7, Series 66, Certified Financial..., CEBS, FLMI
Education
Providence College 2004 — 2008
Bachelor of Science (BS), Finance, General
University of International Business and Economics 2007 — 2007
TD Ameritrade January 2013 - Present
TD Ameritrade April 2012 - December 2012
Fidelity Investments July 2010 - April 2012
Skills
Series 7, Series 66, Certified Financial..., CEBS, FLMI
Education
Providence College 2004 — 2008
Bachelor of Science (BS), Finance, General
University of International Business and Economics 2007 — 2007
Christopher Nigro's TD Ameritrade Experience November 2014 - Present
Job IT Audit at TD Ameritrade
Industry Hospital & Health Care
Experience
TD Ameritrade November 2014 - Present
Johnson & Johnson May 2009 - November 2014
Skills
Program Management, Quality Assurance, Healthcare, Auditing, Project Management, Process Improvement, Analysis, Data Analysis, PowerPoint
Education
Providence College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
TD Ameritrade November 2014 - Present
Johnson & Johnson May 2009 - November 2014
Skills
Program Management, Quality Assurance, Healthcare, Auditing, Project Management, Process Improvement, Analysis, Data Analysis, PowerPoint
Education
Providence College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Andrew Rigazio's TD Ameritrade Experience September 2014 - Present
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
Bank of America April 2014 - August 2014
TD Ameritrade May 2013 - March 2014
Bank of America July 2012 - April 2013
TD May 2010 - July 2012
Sleepys January 2007 - April 2010
Skills
Series 7, Banking, Mutual Funds, Securities, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Series 63, Sales, Retirement Planning, Investments, Equities, Financial Planning
Education
City University of New York-Queens College 2010 — 2013
Bachelor of Arts, Economics
Suffolk County Community College 2008 — 2009
Associate of Arts (AA), General Studies
TD Ameritrade September 2014 - Present
Bank of America April 2014 - August 2014
TD Ameritrade May 2013 - March 2014
Bank of America July 2012 - April 2013
TD May 2010 - July 2012
Sleepys January 2007 - April 2010
Skills
Series 7, Banking, Mutual Funds, Securities, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Series 63, Sales, Retirement Planning, Investments, Equities, Financial Planning
Education
City University of New York-Queens College 2010 — 2013
Bachelor of Arts, Economics
Suffolk County Community College 2008 — 2009
Associate of Arts (AA), General Studies
Meghan Buonamici's TD Ameritrade Experience April 2015 - Present
Job
Industry Marketing and Advertising
Experience
TD Ameritrade April 2015 - Present
Skills
Analysis, Economic Development, Web Analytics, Market Research, Data Analysis, Marketing Research, Social Media, Advertising, Analytics, Marketing, Media Planning, Online Advertising
Education
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
TD Ameritrade April 2015 - Present
Skills
Analysis, Economic Development, Web Analytics, Market Research, Data Analysis, Marketing Research, Social Media, Advertising, Analytics, Marketing, Media Planning, Online Advertising
Education
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Dominic Olvera's TD Ameritrade Experience Investment ConsultantTD AmeritradeApril 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade Investment ConsultantTD AmeritradeApril 2013 - Present
Wells Fargo February 2011 - April 2013
Education
Oregon State University 2001 — 2005
TD Ameritrade Investment ConsultantTD AmeritradeApril 2013 - Present
Wells Fargo February 2011 - April 2013
Education
Oregon State University 2001 — 2005
Nadeem Memon's TD Ameritrade Experience December 2000 - April 2009
Job Financial Analyst
Industry Investment Management
Experience
Merrill Lynch 2010 - 2011
TD Ameritrade December 2000 - April 2009
AMZ Securities January 1996 - April 2000
Forex Links (Derivative Brokerage House) May 1992 - December 1995
Skills
Strategic Financial..., Financial Analysis, Quantitative Analytics, Variance Analysis, DCF Valuation, Financial Accounting, Corporate Finance, Derivatives, Foreign Exchange, Equity Research, Fixed Income Analysis, ETFs, FX Swaps, Financial Futures, Financial Risk, Credit Risk, Microsoft Excel, Salesforce.com, Morningstar, Bloomberg, Acess
Education
Quaid-e-Azam University, Islamabad 1990 — 1992
Master of Business Administration (MBA) Finance, Finance and Financial Management Services
University of Sindh 1986 — 1989
Bachelor's of Commerce, Accounting and Finance
Merrill Lynch 2010 - 2011
TD Ameritrade December 2000 - April 2009
AMZ Securities January 1996 - April 2000
Forex Links (Derivative Brokerage House) May 1992 - December 1995
Skills
Strategic Financial..., Financial Analysis, Quantitative Analytics, Variance Analysis, DCF Valuation, Financial Accounting, Corporate Finance, Derivatives, Foreign Exchange, Equity Research, Fixed Income Analysis, ETFs, FX Swaps, Financial Futures, Financial Risk, Credit Risk, Microsoft Excel, Salesforce.com, Morningstar, Bloomberg, Acess
Education
Quaid-e-Azam University, Islamabad 1990 — 1992
Master of Business Administration (MBA) Finance, Finance and Financial Management Services
University of Sindh 1986 — 1989
Bachelor's of Commerce, Accounting and Finance
Derek Eve's TD Ameritrade Experience September 2012 - Present
Job Infrastructure Architect at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
TD Ameritrade October 2008 - September 2012
TD Ameritrade February 2007 - September 2008
TD Ameritrade June 1999 - February 2007
USF&G / St. Paul Companies May 1996 - June 1999
Lockheed Martin June 1989 - May 1996
British Aerospace (Now BAE Systems) January 1989 - June 1989
Defense Communications Agency (Now DISA) March 1986 - January 1989
Skills
Infrastructure, Disaster Recovery
Education
Penn State University
Bachelor of Science (BS), Computer Science
TD Ameritrade September 2012 - Present
TD Ameritrade October 2008 - September 2012
TD Ameritrade February 2007 - September 2008
TD Ameritrade June 1999 - February 2007
USF&G / St. Paul Companies May 1996 - June 1999
Lockheed Martin June 1989 - May 1996
British Aerospace (Now BAE Systems) January 1989 - June 1989
Defense Communications Agency (Now DISA) March 1986 - January 1989
Skills
Infrastructure, Disaster Recovery
Education
Penn State University
Bachelor of Science (BS), Computer Science
revathi K's TD Ameritrade Experience 2011 - 2013
Job Application Integration and Deployment
Industry Information Technology and Services
Experience
IMF June 2014 - Present
AIG 2013 - 2014
TD Ameritrade 2011 - 2013
Ajilon 2010 - 2011
Henry Ford Health System November 2009 - April 2010
Skills
Active Directory, VMware, Requirements Analysis, Troubleshooting, System Deployment, Windows 7, Citrix, SCCM, Virtualization, Software Packaging, Integration
Education
Osmania University 2001 — 2004
Master's degree, Computer Applications
IMF June 2014 - Present
AIG 2013 - 2014
TD Ameritrade 2011 - 2013
Ajilon 2010 - 2011
Henry Ford Health System November 2009 - April 2010
Skills
Active Directory, VMware, Requirements Analysis, Troubleshooting, System Deployment, Windows 7, Citrix, SCCM, Virtualization, Software Packaging, Integration
Education
Osmania University 2001 — 2004
Master's degree, Computer Applications
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.