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
Joseph DiGregorio Joseph DiGregorio's TD Ameritrade Experience September 2012 - Present
Job Managing Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
TDAmeritrade September 2011 - September 2012
TD Ameritrade September 2005 - September 2011
JPMorgan October 2003 - September 2005
Skills
Series 24, Wealth Management, Uniform Combined State..., Series 7, Series 63, Sales Management, Recruiting, Career Development..., Asset Allocation, Securities, Series 65, Mutual Funds, Retirement Planning, Financial Advisory, Investments, 401k, Investment Advisory, ETFs, Separately Managed..., FINRA, Financial Services, Investment Strategies, Retirement
Education
Rice University 1984 — 1988
Bachelor's Degree
University of St. Thomas (TX) 1988 — 1989
Master of Business Administration (M.B.A.), Finance, General
TD Ameritrade September 2012 - Present
TDAmeritrade September 2011 - September 2012
TD Ameritrade September 2005 - September 2011
JPMorgan October 2003 - September 2005
Skills
Series 24, Wealth Management, Uniform Combined State..., Series 7, Series 63, Sales Management, Recruiting, Career Development..., Asset Allocation, Securities, Series 65, Mutual Funds, Retirement Planning, Financial Advisory, Investments, 401k, Investment Advisory, ETFs, Separately Managed..., FINRA, Financial Services, Investment Strategies, Retirement
Education
Rice University 1984 — 1988
Bachelor's Degree
University of St. Thomas (TX) 1988 — 1989
Master of Business Administration (M.B.A.), Finance, General
Todd Birk, PHR Todd Birk, PHR's TD Ameritrade Experience May 2015 - Present
Job Director, Human Resources at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
TD Ameritrade March 2013 - May 2015
TD Ameritrade July 2011 - March 2013
Lincoln Financial Group January 2011 - July 2011
TD Ameritrade July 2004 - January 2011
Citigroup December 2002 - July 2004
NCS Pearson July 2002 - October 2002
CGI July 2000 - May 2002
MEDITECH January 1999 - July 2000
Camp Nashoba 1994 - 1998
Skills
Talent Acquisition, Onboarding, Employee Relations, Employee Engagement, Management Development, Workforce Planning, Organizational..., Organizational Design, Project Management, Talent Management, Applicant Tracking..., College Recruiting, Training, Personnel Management, Human Resources, Recruiting, Program Management, Management, Succession Planning, Hiring, Employee Benefits, PeopleSoft, Performance Management, Interviews, Deferred Compensation, HR Policies, Benefits Administration, Temporary Placement, Leadership, Strategy, Contract Recruitment, Screening, Leadership Development, Employment Law, Policy, HRIS
Education
St. John's University 1993 — 1997
BA, Communication
Apollo
HR Leadership Academy
TD Ameritrade May 2015 - Present
TD Ameritrade March 2013 - May 2015
TD Ameritrade July 2011 - March 2013
Lincoln Financial Group January 2011 - July 2011
TD Ameritrade July 2004 - January 2011
Citigroup December 2002 - July 2004
NCS Pearson July 2002 - October 2002
CGI July 2000 - May 2002
MEDITECH January 1999 - July 2000
Camp Nashoba 1994 - 1998
Skills
Talent Acquisition, Onboarding, Employee Relations, Employee Engagement, Management Development, Workforce Planning, Organizational..., Organizational Design, Project Management, Talent Management, Applicant Tracking..., College Recruiting, Training, Personnel Management, Human Resources, Recruiting, Program Management, Management, Succession Planning, Hiring, Employee Benefits, PeopleSoft, Performance Management, Interviews, Deferred Compensation, HR Policies, Benefits Administration, Temporary Placement, Leadership, Strategy, Contract Recruitment, Screening, Leadership Development, Employment Law, Policy, HRIS
Education
St. John's University 1993 — 1997
BA, Communication
Apollo
HR Leadership Academy
Demarcus Johnson, M.A.'s TD Ameritrade Experience February 2014 - August 2014
Job Strategic Planning and Policy Coordinator at University of North Texas System
Industry Government Relations
Experience
University of North Texas December 2014 - Present
North Texas Food Bank October 2014 - Present
TD Ameritrade February 2014 - August 2014
Rowan University January 2013 - January 2014
Rowan University MAPR Program August 2013 - December 2013
Lockheed Martin July 2013 - December 2013
Creative Marketing Alliance May 2013 - July 2013
Skills
Microsoft Office, Sales, Customer Service, PowerPoint, Advertising, Public Speaking, Social Media Marketing, Microsoft Excel, Event Planning, Research, Event Management, Social Media, QuarkXPress, Program Development, Mentoring, Team Mentoring, Public Relations, Strategic Communications, Higher Education, Publications, Creative Writing, Leadership, Blogging, Press Releases, Social Networking
Education
Rowan University 2013 — 2014
Master of Arts (M.A.), Public Relations/Image Management, Graduate Student
University of North Texas 2007 — 2012
Bachelor of Arts (B.A.), Communications Studies
University of North Texas 2007 — 2012
Bachelor of Arts (B.A.), Psychology
University of North Texas December 2014 - Present
North Texas Food Bank October 2014 - Present
TD Ameritrade February 2014 - August 2014
Rowan University January 2013 - January 2014
Rowan University MAPR Program August 2013 - December 2013
Lockheed Martin July 2013 - December 2013
Creative Marketing Alliance May 2013 - July 2013
Skills
Microsoft Office, Sales, Customer Service, PowerPoint, Advertising, Public Speaking, Social Media Marketing, Microsoft Excel, Event Planning, Research, Event Management, Social Media, QuarkXPress, Program Development, Mentoring, Team Mentoring, Public Relations, Strategic Communications, Higher Education, Publications, Creative Writing, Leadership, Blogging, Press Releases, Social Networking
Education
Rowan University 2013 — 2014
Master of Arts (M.A.), Public Relations/Image Management, Graduate Student
University of North Texas 2007 — 2012
Bachelor of Arts (B.A.), Communications Studies
University of North Texas 2007 — 2012
Bachelor of Arts (B.A.), Psychology
Elizabeth (Beth) A. Rugg's TD Ameritrade Experience January 2009 - July 2010
Job Operations Assistant/Client Relationship Manager/Trading Specialist at Horseman Group
Industry Financial Services
Experience
Horseman Group July 2010 - Present
TD Ameritrade January 2009 - July 2010
Charles Schwab November 2006 - January 2009
Metro Express Inc. August 2005 - November 2006
Multi-Link Home Systems August 2004 - August 2005
Barnes-Jewish Hospital December 2002 - May 2003
St. Louis Children's Hospital 2000 - 2003
Skills
Series 9/10, Series 7, Series 63, Finance, Operations Management, Strategic Financial..., Sales, Trading, Compliance, Estate Planning, Variable Annuities, Annuity Sales, Brokerage, Wrap Accounts, Microsoft Excel, Outlook, Modern Portfolio Theory, Microsoft Word, Events Coordination, Maintaining Strong..., Customer Service, Securities, Relationship Management, Equity Trading, Electronic Trading, Laserfiche, Ad Hoc Reporting, Account Management, Client Liaison, Block Trading, 401k Rollovers, Financial Planning
Education
Saint Louis University 2000 — 2004
Bachelor's degree, Communication, General Certificate in Marketing
Oakville
Oakville
Horseman Group July 2010 - Present
TD Ameritrade January 2009 - July 2010
Charles Schwab November 2006 - January 2009
Metro Express Inc. August 2005 - November 2006
Multi-Link Home Systems August 2004 - August 2005
Barnes-Jewish Hospital December 2002 - May 2003
St. Louis Children's Hospital 2000 - 2003
Skills
Series 9/10, Series 7, Series 63, Finance, Operations Management, Strategic Financial..., Sales, Trading, Compliance, Estate Planning, Variable Annuities, Annuity Sales, Brokerage, Wrap Accounts, Microsoft Excel, Outlook, Modern Portfolio Theory, Microsoft Word, Events Coordination, Maintaining Strong..., Customer Service, Securities, Relationship Management, Equity Trading, Electronic Trading, Laserfiche, Ad Hoc Reporting, Account Management, Client Liaison, Block Trading, 401k Rollovers, Financial Planning
Education
Saint Louis University 2000 — 2004
Bachelor's degree, Communication, General Certificate in Marketing
Oakville
Oakville
Jacqueline Sullivan Brothers Jacqueline Sullivan Brothers's TD Ameritrade Experience September 2013 - Present
Job Senior Manager, Investor Education Marketing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
TD Ameritrade July 2010 - September 2013
TD Ameritrade October 2009 - July 2010
TD Ameritrade January 2009 - October 2009
TD Ameritrade November 2007 - January 2009
Accenture September 2006 - November 2007
Cardinal Health , Specialty Pharmaceutical Distribution 2005 - 2006
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Social Media Marketing, Email Marketing, Presentation Development, Event Planning, Product Marketing, Direct Marketing, Financial Services, Analysis, Management, Team Building, Cross-functional Team..., Strategy, Program Management, Strategic Partnerships, CRM, Integrated Marketing, Vendor Management, Leadership, Analytics, Marketing, Competitive Analysis, Business Strategy, Project Management, Business Development, Product Management, Segmentation
Education
Rutgers Business School 2014 — 2014
Mini-MBA: Digital Marketing
Seton Hall University 2008 — 2013
MBA, Marketing, 3.84
Villanova University 2001 — 2005
Bachelor of Arts, Communications major; Business minor, GPA: 3.65
TD Ameritrade September 2013 - Present
TD Ameritrade July 2010 - September 2013
TD Ameritrade October 2009 - July 2010
TD Ameritrade January 2009 - October 2009
TD Ameritrade November 2007 - January 2009
Accenture September 2006 - November 2007
Cardinal Health , Specialty Pharmaceutical Distribution 2005 - 2006
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Social Media Marketing, Email Marketing, Presentation Development, Event Planning, Product Marketing, Direct Marketing, Financial Services, Analysis, Management, Team Building, Cross-functional Team..., Strategy, Program Management, Strategic Partnerships, CRM, Integrated Marketing, Vendor Management, Leadership, Analytics, Marketing, Competitive Analysis, Business Strategy, Project Management, Business Development, Product Management, Segmentation
Education
Rutgers Business School 2014 — 2014
Mini-MBA: Digital Marketing
Seton Hall University 2008 — 2013
MBA, Marketing, 3.84
Villanova University 2001 — 2005
Bachelor of Arts, Communications major; Business minor, GPA: 3.65
Vincent Primavera's TD Ameritrade Experience July 2012 - December 2013
Job Investment Consultant at Scottrade
Industry Investment Management
Experience
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
Avinash Raghupathy's TD Ameritrade Experience August 2003 - August 2004
Job Manager Systems Design & Development at AIG
Industry Internet
Experience
AIG March 2013 - Present
eBay Enterprise August 2006 - January 2013
UBS Investment Bank August 2004 - August 2006
TD Ameritrade August 2003 - August 2004
Saint Joseph's University August 2000 - August 2002
Talisma January 2000 - August 2000
Skills
SOA, Enterprise Architecture, Java Enterprise Edition, Agile Methodologies, Java, Web Services, E-commerce, SDLC, XML, Spring, SQL, UML, Integration, J2EE Application..., JavaScript, Application Architecture, System Architecture, Oracle, J2EE Web Services, Test Driven Development, Technical Leadership, Linux, Web Applications, Websphere, Software Development..., SVN, Code Review, SaaS, Subversion, Scrum, Weblogic, Enterprise Software, Tomcat, Maven, REST, Client Expectations..., Apigee, CVS, Refactoring, JMS, Mule ESB, CRM Integration, Fixed Income Technology, Project Management, Personnel Management, Consensus Building, Appian, Sonic, SharePoint
Education
Saint Joseph's University 2000 — 2002
Master of Science (MS), Computer Science
Saint Joseph's College 1996 — 1999
Bachelor of Science (BS), Computer Science
AIG March 2013 - Present
eBay Enterprise August 2006 - January 2013
UBS Investment Bank August 2004 - August 2006
TD Ameritrade August 2003 - August 2004
Saint Joseph's University August 2000 - August 2002
Talisma January 2000 - August 2000
Skills
SOA, Enterprise Architecture, Java Enterprise Edition, Agile Methodologies, Java, Web Services, E-commerce, SDLC, XML, Spring, SQL, UML, Integration, J2EE Application..., JavaScript, Application Architecture, System Architecture, Oracle, J2EE Web Services, Test Driven Development, Technical Leadership, Linux, Web Applications, Websphere, Software Development..., SVN, Code Review, SaaS, Subversion, Scrum, Weblogic, Enterprise Software, Tomcat, Maven, REST, Client Expectations..., Apigee, CVS, Refactoring, JMS, Mule ESB, CRM Integration, Fixed Income Technology, Project Management, Personnel Management, Consensus Building, Appian, Sonic, SharePoint
Education
Saint Joseph's University 2000 — 2002
Master of Science (MS), Computer Science
Saint Joseph's College 1996 — 1999
Bachelor of Science (BS), Computer Science
Gema Quiroz Gema Quiroz's TD Ameritrade Experience February 2014 - April 2014
Job Digital Marketing Senior Coordinator at Mohawk Industries
Industry Marketing and Advertising
Experience
Mohawk Industries December 2014 - Present
Mohawk Industries June 2014 - November 2014
TD Ameritrade February 2014 - April 2014
Ocwen Financial Corporation May 2013 - January 2014
Skills
Market Research, Marketing, Marketing Strategy, Social Media Marketing, Sales, CRM, Email Marketing, Business Development, Social Media, Lead Generation, Advertising, Leadership, Account Management, Digital Marketing, Marketing Communications
Education
University of North Texas 2012 — 2014
Bachelor of Business Administration (BBA), Marketing
Richland College
Associate of Arts (A.A.)
South Garland high school
Mohawk Industries December 2014 - Present
Mohawk Industries June 2014 - November 2014
TD Ameritrade February 2014 - April 2014
Ocwen Financial Corporation May 2013 - January 2014
Skills
Market Research, Marketing, Marketing Strategy, Social Media Marketing, Sales, CRM, Email Marketing, Business Development, Social Media, Lead Generation, Advertising, Leadership, Account Management, Digital Marketing, Marketing Communications
Education
University of North Texas 2012 — 2014
Bachelor of Business Administration (BBA), Marketing
Richland College
Associate of Arts (A.A.)
South Garland high school
Ann Oleson Ann Oleson's TD Ameritrade Experience September 2006 - February 2009
Job Compensation and Benefits Manager at LICOR
Industry Human Resources
Experience
LI-COR Biosciences May 2011 - Present
NorthStar Financial Services Group, LLC September 2009 - April 2011
TD Ameritrade September 2006 - February 2009
First Data Corporation August 2005 - August 2006
Skills
Deferred Compensation, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, Personnel Management, Employee Relations, Talent Management, Compensation & Benefits..., Compensation Structures, Recruiting, Performance Management, Talent Acquisition, HR Policies, Payroll, Analysis, Compensation & Benefit, HRIS, PeopleSoft, Customer Service, Management, Training, Hiring, Incentive Programs, Benefits Administration, Compensation & Benefits
Education
University of Nebraska at Omaha 2007 — 2011
Masters, Business Administration
Saint Louis University 2001 — 2005
Bachelors, Physics
LI-COR Biosciences May 2011 - Present
NorthStar Financial Services Group, LLC September 2009 - April 2011
TD Ameritrade September 2006 - February 2009
First Data Corporation August 2005 - August 2006
Skills
Deferred Compensation, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, Personnel Management, Employee Relations, Talent Management, Compensation & Benefits..., Compensation Structures, Recruiting, Performance Management, Talent Acquisition, HR Policies, Payroll, Analysis, Compensation & Benefit, HRIS, PeopleSoft, Customer Service, Management, Training, Hiring, Incentive Programs, Benefits Administration, Compensation & Benefits
Education
University of Nebraska at Omaha 2007 — 2011
Masters, Business Administration
Saint Louis University 2001 — 2005
Bachelors, Physics
Craig Cassler Craig Cassler's TD Ameritrade Experience November 2003 - March 2006
Job Senior Regional Sales Representative at Guardian Life
Industry Financial Services
Experience
Guardian Life October 2013 - Present
Macquarie Group August 2011 - September 2013
Sun Life Financial November 2007 - October 2010
TD Ameritrade November 2003 - March 2006
Sun Life Financial October 2000 - November 2001
John Hancock Financial Services September 1999 - October 2000
Skills
Series 7, Series 63, Life and Health..., Fixed Annuities, Variable Annuities, Life Insurance, Qualified Retirement..., Retirement Planning, Mutual Funds, Sales Presentations, R.I.A Products, Wealth Management, Asset Allocation, Retirement, Alternative Investments, 401k
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Arts (B.A.), Management Sciences
Guardian Life October 2013 - Present
Macquarie Group August 2011 - September 2013
Sun Life Financial November 2007 - October 2010
TD Ameritrade November 2003 - March 2006
Sun Life Financial October 2000 - November 2001
John Hancock Financial Services September 1999 - October 2000
Skills
Series 7, Series 63, Life and Health..., Fixed Annuities, Variable Annuities, Life Insurance, Qualified Retirement..., Retirement Planning, Mutual Funds, Sales Presentations, R.I.A Products, Wealth Management, Asset Allocation, Retirement, Alternative Investments, 401k
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Arts (B.A.), Management Sciences
William Harrington's TD Ameritrade Experience November 2001 - May 2005
Job Senior Sales Engineer at Fiserv
Industry Banking
Experience
Fiserv July 2015 - Present
TD Bank March 2013 - June 2015
Santander Bank, N.A. June 2010 - March 2013
Bank of America / Merrill Lynch December 2006 - June 2010
Reuters August 2005 - December 2006
TD Ameritrade November 2001 - May 2005
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1998
Skills
Asset Management, CRM, Capital Markets, Cash Management, Finance, Financial Services, Investments, Management, Marketing, Pricing, Product Management, Relationship Management, Sales, Risk Management, Securities, Business Strategy, Equity Trading
Education
University of Massachusetts 1986 — 1991
BA
Rivier College-MBA 1995 — 1997
Master of Business Administration (MBA)
Fiserv July 2015 - Present
TD Bank March 2013 - June 2015
Santander Bank, N.A. June 2010 - March 2013
Bank of America / Merrill Lynch December 2006 - June 2010
Reuters August 2005 - December 2006
TD Ameritrade November 2001 - May 2005
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1998
Skills
Asset Management, CRM, Capital Markets, Cash Management, Finance, Financial Services, Investments, Management, Marketing, Pricing, Product Management, Relationship Management, Sales, Risk Management, Securities, Business Strategy, Equity Trading
Education
University of Massachusetts 1986 — 1991
BA
Rivier College-MBA 1995 — 1997
Master of Business Administration (MBA)
Will Lech's TD Ameritrade Experience October 2010 - Present
Job Equity Trader TD Ameritrade & Forex Trader Maverick Trading
Industry Financial Services
Experience
TD Ameritrade October 2010 - Present
Maverick Trading December 2013 - Present
M&E Baltic Transportation November 2013 - February 2015
Vanguard Funding July 2013 - September 2013
JPMorgan Chase February 2011 - September 2012
InterContinental Capital Group July 2006 - February 2011
WTS Proprietary Trading Group, LLC January 2010 - October 2010
Wells Fargo October 2008 - January 2009
Skills
Investment Properties, Investments, Investors, Real Estate Transactions, First Time Home Buyers, Sales, Finance, Real Estate, Condos, Referrals
Education
Rutgers, The State University of New Jersey-Newark 1999 — 1999
Credit Work, Mathematics for Physics and Sciences
Seton Hall University 1995 — 1999
Bachelor of Science (BS), Finance, General
TD Ameritrade October 2010 - Present
Maverick Trading December 2013 - Present
M&E Baltic Transportation November 2013 - February 2015
Vanguard Funding July 2013 - September 2013
JPMorgan Chase February 2011 - September 2012
InterContinental Capital Group July 2006 - February 2011
WTS Proprietary Trading Group, LLC January 2010 - October 2010
Wells Fargo October 2008 - January 2009
Skills
Investment Properties, Investments, Investors, Real Estate Transactions, First Time Home Buyers, Sales, Finance, Real Estate, Condos, Referrals
Education
Rutgers, The State University of New Jersey-Newark 1999 — 1999
Credit Work, Mathematics for Physics and Sciences
Seton Hall University 1995 — 1999
Bachelor of Science (BS), Finance, General
James Kostulias James Kostulias's TD Ameritrade Experience April 2003 - Present
Job Retail CIO at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2003 - Present
Moody's Investor Services February 2002 - April 2003
Datek Online July 1998 - November 2001
Skills
Series 7, Series 63, Series 24, Wealth Management, Investments, Securities, Equities, Retirement Planning, Portfolio Management, FINRA, Asset Allocation, Options, Financial Services, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (BA), History
Christian Brothers Academy 1989 — 1993
TD Ameritrade April 2003 - Present
Moody's Investor Services February 2002 - April 2003
Datek Online July 1998 - November 2001
Skills
Series 7, Series 63, Series 24, Wealth Management, Investments, Securities, Equities, Retirement Planning, Portfolio Management, FINRA, Asset Allocation, Options, Financial Services, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (BA), History
Christian Brothers Academy 1989 — 1993
Chris BoWell Chris BoWell's TD Ameritrade Experience March 2009 - Present
Job Senior Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP September 2012 - Present
TD Ameritrade March 2009 - Present
Rowan University February 2011 - April 2013
Defense Contract Audit Agency March 2011 - April 2012
Ruotolo, Spewak & Co. January 2011 - March 2012
Sears Holdings Corporation January 2007 - August 2009
Skills
QuickBooks, Auditing, Microsoft Office, Accounting, Budget, Tax, Financial Statements, Bookkeeping, Microsoft Excel, Microsoft Word, Financial Reporting, Access, Outlook, PowerPoint, Customer Service, Financial Analysis, Management, Financial Modeling, Investments, Finance, Budgets, Financial Accounting, Tax Preparation, Accounts Receivable, Accounts Payable, SAP, General Ledger, Account Reconciliation, GAAP, Income Tax, Time Management, Analysis, Payroll, CPA, Internal Controls
Education
Rowan University 2010 — 2012
Bachelor in Science, Accounting, Finance, 4.0
Gloucester County College 2008 — 2010
Associate in Science, Business Administration, 4.0
Baker Tilly Virchow Krause, LLP September 2012 - Present
TD Ameritrade March 2009 - Present
Rowan University February 2011 - April 2013
Defense Contract Audit Agency March 2011 - April 2012
Ruotolo, Spewak & Co. January 2011 - March 2012
Sears Holdings Corporation January 2007 - August 2009
Skills
QuickBooks, Auditing, Microsoft Office, Accounting, Budget, Tax, Financial Statements, Bookkeeping, Microsoft Excel, Microsoft Word, Financial Reporting, Access, Outlook, PowerPoint, Customer Service, Financial Analysis, Management, Financial Modeling, Investments, Finance, Budgets, Financial Accounting, Tax Preparation, Accounts Receivable, Accounts Payable, SAP, General Ledger, Account Reconciliation, GAAP, Income Tax, Time Management, Analysis, Payroll, CPA, Internal Controls
Education
Rowan University 2010 — 2012
Bachelor in Science, Accounting, Finance, 4.0
Gloucester County College 2008 — 2010
Associate in Science, Business Administration, 4.0
Rodney Frederickson Rodney Frederickson's TD Ameritrade Experience March 2007 - July 2007
Job Manager, Information Architecture at Sapient Global Markets
Industry Design
Experience
Sapient Global Markets June 2011 - Present
Prudential February 2008 - June 2011
Morgan Stanley August 2007 - February 2008
TD Ameritrade March 2007 - July 2007
Moodys Corporation September 2006 - February 2007
AIG March 2006 - September 2006
BCT Partners 2003 - 2006
Freelance consultant 2001 - 2003
Skills
Information Architecture, Interaction Design, User Experience Design, Usability Testing, User Research, Design Patterns, Web Applications, Financial Markets, User-centered Design, Agile Methodologies, User Experience, User Interface Design, Business Analysis, Design Strategy, HTML 5, Heuristic Evaluation, Persona, Usability, User Interface, Experience Design, Contextual Inquiry, Information Design, HTML5
Education
Rutgers University-New Brunswick 2008 — 2012
BA, Philosophy
Sapient Global Markets June 2011 - Present
Prudential February 2008 - June 2011
Morgan Stanley August 2007 - February 2008
TD Ameritrade March 2007 - July 2007
Moodys Corporation September 2006 - February 2007
AIG March 2006 - September 2006
BCT Partners 2003 - 2006
Freelance consultant 2001 - 2003
Skills
Information Architecture, Interaction Design, User Experience Design, Usability Testing, User Research, Design Patterns, Web Applications, Financial Markets, User-centered Design, Agile Methodologies, User Experience, User Interface Design, Business Analysis, Design Strategy, HTML 5, Heuristic Evaluation, Persona, Usability, User Interface, Experience Design, Contextual Inquiry, Information Design, HTML5
Education
Rutgers University-New Brunswick 2008 — 2012
BA, Philosophy
Debbie Eng, CBAP Debbie Eng, CBAP's TD Ameritrade Experience January 2006 - October 2006
Job Business Systems Analysis Manager/Specialist at Deloitte Touche Tohmatsu Limited
Industry Information Technology and Services
Experience
Deloitte Touche Tohmatsu Limited September 2013 - Present
Deloitte Touche Tohmatsu Limited October 2006 - September 2013
TD Ameritrade January 2006 - October 2006
TD Waterhouse July 1999 - January 2006
Skills
Business Analysis, SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Vendor Management, Visio, User Acceptance Testing, Software Documentation, Software Project..., Project Management, Data Analysis, Testing, Business Process..., Business Process, IT Strategy, Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA in Psychology & minor in Computer Science
Deloitte Touche Tohmatsu Limited September 2013 - Present
Deloitte Touche Tohmatsu Limited October 2006 - September 2013
TD Ameritrade January 2006 - October 2006
TD Waterhouse July 1999 - January 2006
Skills
Business Analysis, SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Vendor Management, Visio, User Acceptance Testing, Software Documentation, Software Project..., Project Management, Data Analysis, Testing, Business Process..., Business Process, IT Strategy, Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA in Psychology & minor in Computer Science
Brad Keating Brad Keating's TD Ameritrade Experience July 2014 - Present
Job Analyst II, eCommerce at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade June 2013 - July 2014
IEEE April 2010 - June 2013
Morgan Stanley Smith Barney June 2009 - April 2010
NAVTEQ August 2008 - January 2009
Citi June 2008 - August 2008
Skills
Analysis, Data Analysis, Project Management, Program Management, Research, Business Analysis, Leadership, Access, Process Improvement, Risk Management, Strategic Planning, Portfolio Management, Team Leadership, Budgets, Vendor Management, Project Planning, Market Research, Strategic Sourcing, Financial Analysis, ERP, Contract Management, Supplier Evaluation, Bidding Process, Strategy, Visio, Proposal Writing, Cross-functional Team..., Management, Management Consulting, Business Process..., Business Development, Competitive Analysis, Team Building, Training, Business Intelligence, CRM, JavaScript, CSS, HTML, Insurance, Visual Studio, Data Mining, Tableau, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Master of Business and Science, Information Technology
University of Maryland College Park 2005 — 2009
Bachelor of Arts, Economics
Saint Peter's Preparatory School 2001 — 2005
TD Ameritrade July 2014 - Present
TD Ameritrade June 2013 - July 2014
IEEE April 2010 - June 2013
Morgan Stanley Smith Barney June 2009 - April 2010
NAVTEQ August 2008 - January 2009
Citi June 2008 - August 2008
Skills
Analysis, Data Analysis, Project Management, Program Management, Research, Business Analysis, Leadership, Access, Process Improvement, Risk Management, Strategic Planning, Portfolio Management, Team Leadership, Budgets, Vendor Management, Project Planning, Market Research, Strategic Sourcing, Financial Analysis, ERP, Contract Management, Supplier Evaluation, Bidding Process, Strategy, Visio, Proposal Writing, Cross-functional Team..., Management, Management Consulting, Business Process..., Business Development, Competitive Analysis, Team Building, Training, Business Intelligence, CRM, JavaScript, CSS, HTML, Insurance, Visual Studio, Data Mining, Tableau, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Master of Business and Science, Information Technology
University of Maryland College Park 2005 — 2009
Bachelor of Arts, Economics
Saint Peter's Preparatory School 2001 — 2005
Chris Oliver Chris Oliver's TD Ameritrade Experience October 2010 - October 2011
Job Salesforce.com Consultant
Industry Computer Software
Experience
Top Shelf CRM April 2012 - Present
Pearson North America October 2011 - February 2013
TD Ameritrade October 2010 - October 2011
JPMorgan Chase October 2007 - October 2010
Buchanan Technologies March 2007 - October 2007
Richardson Independent School District May 2003 - March 2007
Skills
Project Management, Salesforce.com, Salesforce.com..., Business Analysis, SaaS, Salesforce.com..., Salesforce.com..., Salesforce.com..., Leadership, Management, Training, Cloud Computing, CRM, Process Improvement, E-commerce, Business Development, Consulting, Strategic Partnerships, Sales, Sales Process, Lead Generation
Education
The University of Texas at Dallas
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Richland College
Associate's Degree, Business Administration and Management, General
Top Shelf CRM April 2012 - Present
Pearson North America October 2011 - February 2013
TD Ameritrade October 2010 - October 2011
JPMorgan Chase October 2007 - October 2010
Buchanan Technologies March 2007 - October 2007
Richardson Independent School District May 2003 - March 2007
Skills
Project Management, Salesforce.com, Salesforce.com..., Business Analysis, SaaS, Salesforce.com..., Salesforce.com..., Salesforce.com..., Leadership, Management, Training, Cloud Computing, CRM, Process Improvement, E-commerce, Business Development, Consulting, Strategic Partnerships, Sales, Sales Process, Lead Generation
Education
The University of Texas at Dallas
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Richland College
Associate's Degree, Business Administration and Management, General
Paul Langiewicz Paul Langiewicz's TD Ameritrade Experience January 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
R. Seelaus & Co., Inc. March 2011 - December 2012
Liberty Mutual October 2009 - April 2011
Sharp Business Systems May 2007 - August 2009
Copy Dynamics Inc September 2006 - May 2007
Century21 Sylvia Geist Agency June 2004 - September 2006
Open Road Acura January 2002 - April 2004
Circuit City Stores Inc November 1998 - January 2002
Skills
Investments, Life Insurance, Long Term Care Insurance, Health Insurance, Variable Annuities, Fixed Income Portfolio..., Finance, Insurance, Retirement, Negotiation, Sales Management
Education
Rutgers University-New Brunswick
Economics
TD Ameritrade January 2013 - Present
R. Seelaus & Co., Inc. March 2011 - December 2012
Liberty Mutual October 2009 - April 2011
Sharp Business Systems May 2007 - August 2009
Copy Dynamics Inc September 2006 - May 2007
Century21 Sylvia Geist Agency June 2004 - September 2006
Open Road Acura January 2002 - April 2004
Circuit City Stores Inc November 1998 - January 2002
Skills
Investments, Life Insurance, Long Term Care Insurance, Health Insurance, Variable Annuities, Fixed Income Portfolio..., Finance, Insurance, Retirement, Negotiation, Sales Management
Education
Rutgers University-New Brunswick
Economics
Theresa Willstaedt, PMP Theresa Willstaedt, PMP's TD Ameritrade Experience July 2015 - September 2015
Job Project Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2015 - September 2015
Eli Lilly and Company 2013 - June 2015
AIG 2012 - 2013
QBE - The Americas 2006 - 2012
New York Life 2004 - 2006
Aventis Pharmaceuticals 2002 - 2004
Prudential Financial 1996 - 2002
Merck 1991 - 1996
United States Marine Corps 1980 - 1984
Skills
Project Management, MS Project, Leadership, WBS, Project Planning, Project Delivery, Communication, Team Facilitation, PMP, Change Management, IT Management, PMO, Cross-functional Team..., Process Improvement, Project Portfolio..., Quality Assurance, Data Center, Disaster Recovery, Risk Management, Program Management, Vendor Management, Requirements Gathering, Team Leadership, Resource Management, Management
Education
Orange Community College, Middletown, NY
AAS
Rochester Institute of Technology
BS, MIS
The George Washington University
Master's Certificate
TD Ameritrade July 2015 - September 2015
Eli Lilly and Company 2013 - June 2015
AIG 2012 - 2013
QBE - The Americas 2006 - 2012
New York Life 2004 - 2006
Aventis Pharmaceuticals 2002 - 2004
Prudential Financial 1996 - 2002
Merck 1991 - 1996
United States Marine Corps 1980 - 1984
Skills
Project Management, MS Project, Leadership, WBS, Project Planning, Project Delivery, Communication, Team Facilitation, PMP, Change Management, IT Management, PMO, Cross-functional Team..., Process Improvement, Project Portfolio..., Quality Assurance, Data Center, Disaster Recovery, Risk Management, Program Management, Vendor Management, Requirements Gathering, Team Leadership, Resource Management, Management
Education
Orange Community College, Middletown, NY
AAS
Rochester Institute of Technology
BS, MIS
The George Washington University
Master's Certificate
Iverri Johnson's TD Ameritrade Experience April 2013 - April 2014
Job Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC April 2014 - Present
TD Ameritrade April 2013 - April 2014
Taylor & Johnson Investments LLC April 2012 - April 2013
Merrill Lynch June 2012 - December 2012
Charles Morgan Securities (Firm Closed) March 2012 - June 2012
John Thomas Financial January 2011 - March 2012
Stratmar Retail Services January 2010 - February 2011
Education
William E. Simon School of Business 2015 — 2016
Master's degree, Finance, General
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science (BS)
St. Benedicts Prep 2000 — 2006
J.P. Morgan Securities LLC April 2014 - Present
TD Ameritrade April 2013 - April 2014
Taylor & Johnson Investments LLC April 2012 - April 2013
Merrill Lynch June 2012 - December 2012
Charles Morgan Securities (Firm Closed) March 2012 - June 2012
John Thomas Financial January 2011 - March 2012
Stratmar Retail Services January 2010 - February 2011
Education
William E. Simon School of Business 2015 — 2016
Master's degree, Finance, General
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science (BS)
St. Benedicts Prep 2000 — 2006
Gayle Engberg's TD Ameritrade Experience August 2013 - Present
Job Manager, Active Trader Compliance at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
TD Ameritrade March 2008 - August 2013
Skills
Series 7, Securities, Financial Markets, Equities, Futures, Futures regulation, Securities Regulation
Education
Roosevelt University
TD Ameritrade August 2013 - Present
TD Ameritrade March 2008 - August 2013
Skills
Series 7, Securities, Financial Markets, Equities, Futures, Futures regulation, Securities Regulation
Education
Roosevelt University
Patrick Aquilone Patrick Aquilone's TD Ameritrade Experience May 2012 - Present
Job Game Designer at The Packy Company
Industry Computer Software
Experience
The Packy Company September 2014 - Present
TD Ameritrade May 2012 - Present
Saratoga Software Solutions February 2012 - May 2013
L3 Communications February 2006 - January 2012
Bell Helicopter September 2002 - March 2004
Motorola Mobility August 1999 - November 2001
Skills
Java, Simulations, Software, Programming, Windows, C, Visio, Microsoft Office, Microsoft Word, Microsoft Excel, Linux, Unix, Ada programming, Pascal, ClearCase, ClearQuest, Outlook, 3D, HTML, CSS, PHP, SQL, Writing, Creative Writing, Religion, Christian Ministry, Christianity, Christmas, Bible, Biblical Studies, Bible Study, Bible teaching, Biblical Teaching, Public Speaking, Ushering, Preaching, Marriage, Customer Service, Management, Graphic Design, Game Development, Game Design, Gameplay, Game Programming, Video Games, Computer Games, Gaming, Teaching, Experience Working with..., Object-Pascal
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BSEE, Electrical Engineering
Clinton Community College 1993 — 1995
AS, Math & Science
Peru Jr-Sr High School 1985 — 1988
High School Diploma, General
The Packy Company September 2014 - Present
TD Ameritrade May 2012 - Present
Saratoga Software Solutions February 2012 - May 2013
L3 Communications February 2006 - January 2012
Bell Helicopter September 2002 - March 2004
Motorola Mobility August 1999 - November 2001
Skills
Java, Simulations, Software, Programming, Windows, C, Visio, Microsoft Office, Microsoft Word, Microsoft Excel, Linux, Unix, Ada programming, Pascal, ClearCase, ClearQuest, Outlook, 3D, HTML, CSS, PHP, SQL, Writing, Creative Writing, Religion, Christian Ministry, Christianity, Christmas, Bible, Biblical Studies, Bible Study, Bible teaching, Biblical Teaching, Public Speaking, Ushering, Preaching, Marriage, Customer Service, Management, Graphic Design, Game Development, Game Design, Gameplay, Game Programming, Video Games, Computer Games, Gaming, Teaching, Experience Working with..., Object-Pascal
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BSEE, Electrical Engineering
Clinton Community College 1993 — 1995
AS, Math & Science
Peru Jr-Sr High School 1985 — 1988
High School Diploma, General
Christian Nelsen Christian Nelsen's TD Ameritrade Experience February 1999 - December 2011
Job Sr. Project Engineer at Union Pacific Railroad
Industry Information Technology and Services
Experience
Union Pacific Railroad May 2012 - Present
Modis March 2012 - May 2012
TD Ameritrade February 1999 - December 2011
Pegasus Solutions (Formerly Anasazi Software Inc, formerly Utell Int) January 1995 - January 1999
Anasazi Software Incorporated January 1995 - January 1999
Utell International December 1994 - November 1998
Cerner Corporation April 1993 - October 1994
M.J. Harden and Associates, Inc September 1991 - April 1993
Skills
C, C++, Java, Unix, Unix Shell Scripting, Pro*C, OCI, Oracle SQL, ClearCase, SQL*Plus, Eclipse, Maven, Ksh, SQL, Oracle, SDLC, Linux, Testing, Requirements Analysis, Test Automation, Enterprise Architecture, Perl, Visio, Databases, Software Development, Agile Methodologies, Software Documentation, Analysis, Software Project..., Process Improvement, ColdFusion, HTML, JavaScript, jQuery, AJAX, CSS, User Acceptance Testing, Integration
Education
Rockhurst University 1989 — 1993
BSBA, Management Information Systems
Union Pacific Railroad May 2012 - Present
Modis March 2012 - May 2012
TD Ameritrade February 1999 - December 2011
Pegasus Solutions (Formerly Anasazi Software Inc, formerly Utell Int) January 1995 - January 1999
Anasazi Software Incorporated January 1995 - January 1999
Utell International December 1994 - November 1998
Cerner Corporation April 1993 - October 1994
M.J. Harden and Associates, Inc September 1991 - April 1993
Skills
C, C++, Java, Unix, Unix Shell Scripting, Pro*C, OCI, Oracle SQL, ClearCase, SQL*Plus, Eclipse, Maven, Ksh, SQL, Oracle, SDLC, Linux, Testing, Requirements Analysis, Test Automation, Enterprise Architecture, Perl, Visio, Databases, Software Development, Agile Methodologies, Software Documentation, Analysis, Software Project..., Process Improvement, ColdFusion, HTML, JavaScript, jQuery, AJAX, CSS, User Acceptance Testing, Integration
Education
Rockhurst University 1989 — 1993
BSBA, Management Information Systems
Lauren Kiesel Lauren Kiesel's TD Ameritrade Experience August 2013 - May 2015
Job Human Resources at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation June 2015 - Present
TD Ameritrade August 2013 - May 2015
Moody's Corporation July 2004 - August 2013
CheckFree Investment Services December 2002 - June 2004
Datek Online January 1999 - November 2002
Skills
Employee Relations, Performance Management, Internal Investigations, Training, Training Needs Analysis, Talent Acquisition, Recruiting, Sourcing, PeopleSoft, Management, Team Building, PowerPoint, Communication Skills, Financial Services, Securities, Analysis, SDLC, Human Resources, Vendor Management, Capital Markets, Analytics
Education
Rutgers University-New Brunswick
BA
Moody's Corporation June 2015 - Present
TD Ameritrade August 2013 - May 2015
Moody's Corporation July 2004 - August 2013
CheckFree Investment Services December 2002 - June 2004
Datek Online January 1999 - November 2002
Skills
Employee Relations, Performance Management, Internal Investigations, Training, Training Needs Analysis, Talent Acquisition, Recruiting, Sourcing, PeopleSoft, Management, Team Building, PowerPoint, Communication Skills, Financial Services, Securities, Analysis, SDLC, Human Resources, Vendor Management, Capital Markets, Analytics
Education
Rutgers University-New Brunswick
BA
Jeffrey Hyun's TD Ameritrade Experience September 2014 - Present
Job Analyst II, Data Visualization Web Developer
Industry Computer Software
Experience
TD Ameritrade September 2014 - Present
Muddy Tyre April 2014 - Present
USCSA NJ Conference December 2008 - Present
Jirafe April 2014 - April 2014
Nice-Pak Products, Inc. April 2009 - December 2013
Par Pharmaceutical, Inc February 2008 - November 2008
Skills
HTML 5, CSS3, PHP, SQL, AJAX, jQuery, JSON, JavaScript, SASS, grunt, Node.js, USP, Gas Chromatography, UV/Vis, LIMS, Analytical Chemistry, Chemistry, Chromatography, Purification, R&D, Data Analysis, HPLC, Microbiology, Method Development, Dissolution, Wet Chemistry, IR, LC-MS, Titration, Cleaning Validation, Laboratory, GC-MS, Sop, Validation, GLP, Formulation, Mass Spectrometry, Analytical Method..., Analytical Techniques, FTIR, IR spectroscopy, cGMP practices, pH meter, Karl Fisher, Analytical Methods..., Fluorescence, Change Control, Aseptic Technique, Assay Development, HTML5
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor's degree, Biochemistry and Molecular Biology
TD Ameritrade September 2014 - Present
Muddy Tyre April 2014 - Present
USCSA NJ Conference December 2008 - Present
Jirafe April 2014 - April 2014
Nice-Pak Products, Inc. April 2009 - December 2013
Par Pharmaceutical, Inc February 2008 - November 2008
Skills
HTML 5, CSS3, PHP, SQL, AJAX, jQuery, JSON, JavaScript, SASS, grunt, Node.js, USP, Gas Chromatography, UV/Vis, LIMS, Analytical Chemistry, Chemistry, Chromatography, Purification, R&D, Data Analysis, HPLC, Microbiology, Method Development, Dissolution, Wet Chemistry, IR, LC-MS, Titration, Cleaning Validation, Laboratory, GC-MS, Sop, Validation, GLP, Formulation, Mass Spectrometry, Analytical Method..., Analytical Techniques, FTIR, IR spectroscopy, cGMP practices, pH meter, Karl Fisher, Analytical Methods..., Fluorescence, Change Control, Aseptic Technique, Assay Development, HTML5
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor's degree, Biochemistry and Molecular Biology
Wooldy Pierre Wooldy Pierre's TD Ameritrade Experience June 2014 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
PNC November 2011 - June 2014
Devils Arena Entertainment May 2011 - September 2011
PNC May 2009 - January 2010
Enterprise Rent-A-Car June 2008 - October 2008
Skills
CRM, Customer Service, Event Planning, Marketing, Microsoft Office, Project Management, Sales, Strategic Planning, Team Leadership, Time Management, Management, Customer Satisfaction, Social Networking, Banking, Leadership
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.S., Economics, Sports Management
TD Ameritrade June 2014 - Present
PNC November 2011 - June 2014
Devils Arena Entertainment May 2011 - September 2011
PNC May 2009 - January 2010
Enterprise Rent-A-Car June 2008 - October 2008
Skills
CRM, Customer Service, Event Planning, Marketing, Microsoft Office, Project Management, Sales, Strategic Planning, Team Leadership, Time Management, Management, Customer Satisfaction, Social Networking, Banking, Leadership
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.S., Economics, Sports Management
David Hamlett David Hamlett's TD Ameritrade Experience January 2014 - Present
Job Sr. Manager, Online Communities and Social Media at TD Ameritrade
Industry Insurance
Experience
TD Ameritrade January 2014 - Present
MetLife January 2012 - January 2014
MetLife March 2004 - January 2012
Prudential Financial June 1999 - March 2004
Skills
Project Management, Life Insurance, Retirement, Insurance, Financial Services, Employee Benefits, SDLC, Risk Management, Fixed Annuities, Vendor Management, Disability Insurance, Business Analysis, Social Media Marketing, Management, Strategy, Social Business Design, Relationship Management, Social Media, Analytics, Mutual Funds, Program Management, Marketing, Retirement Planning, Social Media Measurement, Competitive Analysis, CRM
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Rutgers University 1995 — 1999
Bachelor of Arts (B.A.), Economics
TD Ameritrade January 2014 - Present
MetLife January 2012 - January 2014
MetLife March 2004 - January 2012
Prudential Financial June 1999 - March 2004
Skills
Project Management, Life Insurance, Retirement, Insurance, Financial Services, Employee Benefits, SDLC, Risk Management, Fixed Annuities, Vendor Management, Disability Insurance, Business Analysis, Social Media Marketing, Management, Strategy, Social Business Design, Relationship Management, Social Media, Analytics, Mutual Funds, Program Management, Marketing, Retirement Planning, Social Media Measurement, Competitive Analysis, CRM
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Rutgers University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Ryan A. Horowitz Ryan A. Horowitz's TD Ameritrade Experience April 2014 - August 2015
Job Account Executive at Shore Line Insurance Agency, Inc.
Industry Financial Services
Experience
Shore Line Insurance Agency, Inc. August 2015 - Present
TD Ameritrade April 2014 - August 2015
Shore Line Insurance Agency, Inc. January 2013 - April 2014
RBC Wealth Management November 2010 - January 2013
Chase July 2010 - October 2010
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Estate Planning, Retirement Planning, Strategic Financial..., Investment Strategies, Investments, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, USCG Captain, IRAs, Retirement, Financial Advisory, Wealth Management..., Uniform Combined State..., 401k, FINRA
Education
Roger Williams University 2006 — 2010
Bachelor of Science (BS), Finance, General
Shore Line Insurance Agency, Inc. August 2015 - Present
TD Ameritrade April 2014 - August 2015
Shore Line Insurance Agency, Inc. January 2013 - April 2014
RBC Wealth Management November 2010 - January 2013
Chase July 2010 - October 2010
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Estate Planning, Retirement Planning, Strategic Financial..., Investment Strategies, Investments, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, USCG Captain, IRAs, Retirement, Financial Advisory, Wealth Management..., Uniform Combined State..., 401k, FINRA
Education
Roger Williams University 2006 — 2010
Bachelor of Science (BS), Finance, General
Glenn Pollack Glenn Pollack's TD Ameritrade Experience June 1995 - June 2005
Job Regional OSJ & Prime Relationship Manager at Girard Securities
Industry Financial Services
Experience
Girard Securities May 2013 - Present
LPL Financial 2007 - 2012
Del Mar Carmel Valley Sharks Soccer January 2001 - December 2011
Commonwealth Financial Network January 1996 - December 2007
TD Ameritrade June 1995 - June 2005
Direct Broking Limited September 1998 - April 1999
Skills
Management, Operations Management, Series..., Mergers, Recruiting, Employee Engagement, Finance, Mutual Funds, Customer Service, Alternative Investments, Risk Management, AML, Banking, Business Analysis, Vendor Management, Financial Analysis, Process Improvement, Program Management, Insurance, Team Management, Analysis, Project Management, Outsourcing, Mergers & Acquisitions, Anti Money Laundering, Financial Services, Investments
Education
Rutgers University 1992 — 1994
Bachelor's degree, Finance, General
Girard Securities May 2013 - Present
LPL Financial 2007 - 2012
Del Mar Carmel Valley Sharks Soccer January 2001 - December 2011
Commonwealth Financial Network January 1996 - December 2007
TD Ameritrade June 1995 - June 2005
Direct Broking Limited September 1998 - April 1999
Skills
Management, Operations Management, Series..., Mergers, Recruiting, Employee Engagement, Finance, Mutual Funds, Customer Service, Alternative Investments, Risk Management, AML, Banking, Business Analysis, Vendor Management, Financial Analysis, Process Improvement, Program Management, Insurance, Team Management, Analysis, Project Management, Outsourcing, Mergers & Acquisitions, Anti Money Laundering, Financial Services, Investments
Education
Rutgers University 1992 — 1994
Bachelor's degree, Finance, General
JOHN HAMOT JOHN HAMOT's TD Ameritrade Experience November 2007 - July 2014
Job Vice President, Market Director at JPMorgan Securities LLC.
Industry Financial Services
Experience
JPMorgan Securities LLC. July 2014 - Present
TD Ameritrade November 2007 - July 2014
Wells Fargo Investments December 1999 - November 2007
Morgan Stanley Smith Barney May 1994 - May 1996
PaineWebber August 1985 - May 1992
Education
Rutgers University 1979 — 1983
B.A., Accounting
Clifton High School 1975 — 1979
HS Diploma, Advanced College Prep
JPMorgan Securities LLC. July 2014 - Present
TD Ameritrade November 2007 - July 2014
Wells Fargo Investments December 1999 - November 2007
Morgan Stanley Smith Barney May 1994 - May 1996
PaineWebber August 1985 - May 1992
Education
Rutgers University 1979 — 1983
B.A., Accounting
Clifton High School 1975 — 1979
HS Diploma, Advanced College Prep
Jeffrey Fitch Jeffrey Fitch's TD Ameritrade Experience September 2013 - Present
Job Investment Consustant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
The Bailey Group April 2010 - September 2013
AXA Advisors, LLC April 2009 - September 2013
SBA Lending 2009 - 2011
Skills
Wealth Management, Financial Analysis, Investments, Retirement Planning, Estate Planning, Relationship Management, New Business Development, Business Process..., Asset Based Lending, Loans
Education
Rochester Institute of Technology
Iroquois
TD Ameritrade September 2013 - Present
The Bailey Group April 2010 - September 2013
AXA Advisors, LLC April 2009 - September 2013
SBA Lending 2009 - 2011
Skills
Wealth Management, Financial Analysis, Investments, Retirement Planning, Estate Planning, Relationship Management, New Business Development, Business Process..., Asset Based Lending, Loans
Education
Rochester Institute of Technology
Iroquois
Beth (Gardiner) Evegan Beth (Gardiner) Evegan's TD Ameritrade Experience November 2011 - Present
Job Manager, Communications and Public Affairs at TD Ameritrade
Industry Public Relations and Communications
Experience
TD Ameritrade November 2011 - Present
Virgin Mobile USA April 2011 - November 2011
Access Communications August 2003 - April 2011
Skills
Public Relations, Media Relations, Corporate Communications, Press Releases, Publicity, Message Development, Event Planning, Communication Training, Strategic Communications, Crisis Communications, Social Media, Cision, Digital Media, Integrated Marketing, Internal Communications, Marketing Communications, Speech Writing
Education
Rutgers University-New Brunswick 1999 — 2003
TD Ameritrade November 2011 - Present
Virgin Mobile USA April 2011 - November 2011
Access Communications August 2003 - April 2011
Skills
Public Relations, Media Relations, Corporate Communications, Press Releases, Publicity, Message Development, Event Planning, Communication Training, Strategic Communications, Crisis Communications, Social Media, Cision, Digital Media, Integrated Marketing, Internal Communications, Marketing Communications, Speech Writing
Education
Rutgers University-New Brunswick 1999 — 2003
Ernie Anderson Ernie Anderson's TD Ameritrade Experience January 2004 - February 2015
Job V.P. Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2004 - February 2015
Federated Investors September 1990 - April 2002
The Coca-Cola Company August 1989 - September 1990
The Coca-Cola Company January 1988 - August 1989
Skills
Sales, Series 7, Securities, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Sales Operations, Alternative Investments, Retirement, ETFs, Investments, FINRA, Equities, Asset Management, Asset Allocation, Series 24, Uniform Combined State..., Risk Management, Series 65
Education
Robert Morris University 1983 — 1985
TD Ameritrade January 2004 - February 2015
Federated Investors September 1990 - April 2002
The Coca-Cola Company August 1989 - September 1990
The Coca-Cola Company January 1988 - August 1989
Skills
Sales, Series 7, Securities, Series 63, Investment Advisory, Wealth Management, Mutual Funds, Sales Operations, Alternative Investments, Retirement, ETFs, Investments, FINRA, Equities, Asset Management, Asset Allocation, Series 24, Uniform Combined State..., Risk Management, Series 65
Education
Robert Morris University 1983 — 1985
Danielle Di Vito Krise, CFP®'s TD Ameritrade Experience March 1999 - December 2006
Job Associate Vice President, Investments Krise Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James January 2007 - Present
TD Ameritrade March 1999 - December 2006
Skills
Estate Planning, Portfolio Management, Long Term Care Insurance, Wealth Management, Municipal Bonds, Certified Financial..., Retirement Planning, Retirement Income..., Personal Financial..., Series 7, Series 63, Series 65
Education
Rollins College 1995 — 1999
BA, International Relations & Business Administration
Raymond James January 2007 - Present
TD Ameritrade March 1999 - December 2006
Skills
Estate Planning, Portfolio Management, Long Term Care Insurance, Wealth Management, Municipal Bonds, Certified Financial..., Retirement Planning, Retirement Income..., Personal Financial..., Series 7, Series 63, Series 65
Education
Rollins College 1995 — 1999
BA, International Relations & Business Administration
Pritpal Gill Pritpal Gill's TD Ameritrade Experience June 2013 - August 2013
Job
Industry Information Technology and Services
Experience
BNY Mellon June 2014 - Present
TD Ameritrade June 2013 - August 2013
Skills
Java, SQL, Linux, Spring MVC, SDLC, Dojo, HTML, CSS, JavaScript, Microsoft SQL Server, Spring Framework, MySQL, Web Services, C++, Web Development, Eclipse
Education
Rutgers University-New Brunswick 2010 — 2014
BA, Computer Science
BNY Mellon June 2014 - Present
TD Ameritrade June 2013 - August 2013
Skills
Java, SQL, Linux, Spring MVC, SDLC, Dojo, HTML, CSS, JavaScript, Microsoft SQL Server, Spring Framework, MySQL, Web Services, C++, Web Development, Eclipse
Education
Rutgers University-New Brunswick 2010 — 2014
BA, Computer Science
Christopher Orgas Christopher Orgas's TD Ameritrade Experience June 2014 - July 2015
Job Student at Saint John’s University
Industry Higher Education
Experience
Green Plains Inc. August 2015 - Present
TD Ameritrade June 2014 - July 2015
Riverside Meadows Pet Motel May 2012 - August 2012
Lone Mountain Truck Leasing June 2010 - August 2011
Education
St. John's University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Green Plains Inc. August 2015 - Present
TD Ameritrade June 2014 - July 2015
Riverside Meadows Pet Motel May 2012 - August 2012
Lone Mountain Truck Leasing June 2010 - August 2011
Education
St. John's University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Mukesh Mehta Mukesh Mehta's TD Ameritrade Experience 2011 - 2013
Job Chief Information Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group 2014 - Present
TD Ameritrade 2011 - 2013
TD Ameritrade 2009 - 2011
Charles Schwab 2003 - 2008
Charles Schwab 1999 - 2003
Bankers Trust 1995 - 1999
Kwasha Lipton 1987 - 1994
ER Keller and Co 1987 - 1987
Bell Communications Research 1984 - 1987
Skills
Strategy, Management, Software Development, Information Technology, Investments, Product Development, Finance, Vendor Management, Financial Services, SDLC, Business Analysis, IT Strategy, Risk Management, Enterprise Architecture, Portfolio Management
Education
Stanford University 2006 — 2006
Rutgers University-New Brunswick 1983 — 1987
BA
Cetera Financial Group 2014 - Present
TD Ameritrade 2011 - 2013
TD Ameritrade 2009 - 2011
Charles Schwab 2003 - 2008
Charles Schwab 1999 - 2003
Bankers Trust 1995 - 1999
Kwasha Lipton 1987 - 1994
ER Keller and Co 1987 - 1987
Bell Communications Research 1984 - 1987
Skills
Strategy, Management, Software Development, Information Technology, Investments, Product Development, Finance, Vendor Management, Financial Services, SDLC, Business Analysis, IT Strategy, Risk Management, Enterprise Architecture, Portfolio Management
Education
Stanford University 2006 — 2006
Rutgers University-New Brunswick 1983 — 1987
BA
Brian Humphrey Brian Humphrey's TD Ameritrade Experience April 2006 - January 2011
Job Managing Director Sales at Ceros Financial Services, Inc.
Industry Financial Services
Experience
Ceros Financial Services, Inc. January 2011 - Present
TD Ameritrade April 2006 - January 2011
Rydex Investments 2000 - 2006
Mercantile Bank 1994 - 2000
mercantile 1994 - 2000
Education
Rider University 1990 — 1994
B.S., Finance
Ceros Financial Services, Inc. January 2011 - Present
TD Ameritrade April 2006 - January 2011
Rydex Investments 2000 - 2006
Mercantile Bank 1994 - 2000
mercantile 1994 - 2000
Education
Rider University 1990 — 1994
B.S., Finance
Thomas Callinan Thomas Callinan's TD Ameritrade Experience 1999 - 2007
Job MIXIT Sales
Industry Financial Services
Experience
ION Trading May 2015 - Present
MIXIT inc. 2008 - May 2015
TD Waterhouse 1999 - 2007
TD Ameritrade 1999 - 2007
Fidelity Capital Markets 1994 - 1999
Skills
Equities, Trading Systems, Electronic Trading, Market Data, Options, Securities, FINRA, Derivatives, Trading, Equity Trading, Series 7, Series 63, Hedge Funds, Relationship Management, Back Office
Education
Saint Bonaventure University
ION Trading May 2015 - Present
MIXIT inc. 2008 - May 2015
TD Waterhouse 1999 - 2007
TD Ameritrade 1999 - 2007
Fidelity Capital Markets 1994 - 1999
Skills
Equities, Trading Systems, Electronic Trading, Market Data, Options, Securities, FINRA, Derivatives, Trading, Equity Trading, Series 7, Series 63, Hedge Funds, Relationship Management, Back Office
Education
Saint Bonaventure University
Curtis Lang Curtis Lang's TD Ameritrade Experience January 1998 - June 2001
Job Owner, Satya Center.com, Publisher, Editor, Journalist
Industry Internet
Experience
Satya Center January 2002 - Present
TD Ameritrade January 1998 - June 2001
Worth Magazine January 1992 - January 1998
Skills
Writing, Editing, Meditation, Editorial, Video, Publishing, Digital Media, Creative Writing, Public Relations, New Media, Advertising, Storytelling, Video Editing, Proofreading, Social Networking, Newsletters, Photography, Published Author, Magazines, Publications, Art, Marketing, Start-ups, Blogging, SEO, Feature Articles, Newspapers, Web Content, Content Development, Social Media Marketing, Social Media, Creative Direction, Web Design, Video Production, Online Advertising, Copy Editing, Digital Marketing, Facebook, Graphic Design, Entrepreneurship, User Experience, Television, Entertainment, Marketing Communications, Books, InDesign, Adobe Creative Suite, Information Architecture, Film, Screenwriting
Education
University of New Orleans 1974 — 1976
M.A., English
Rice University 1968 — 1972
BA, English
Greenhill School 1967 — 1968
HS
Kinkaid School 1959 — 1966
HS
Satya Center January 2002 - Present
TD Ameritrade January 1998 - June 2001
Worth Magazine January 1992 - January 1998
Skills
Writing, Editing, Meditation, Editorial, Video, Publishing, Digital Media, Creative Writing, Public Relations, New Media, Advertising, Storytelling, Video Editing, Proofreading, Social Networking, Newsletters, Photography, Published Author, Magazines, Publications, Art, Marketing, Start-ups, Blogging, SEO, Feature Articles, Newspapers, Web Content, Content Development, Social Media Marketing, Social Media, Creative Direction, Web Design, Video Production, Online Advertising, Copy Editing, Digital Marketing, Facebook, Graphic Design, Entrepreneurship, User Experience, Television, Entertainment, Marketing Communications, Books, InDesign, Adobe Creative Suite, Information Architecture, Film, Screenwriting
Education
University of New Orleans 1974 — 1976
M.A., English
Rice University 1968 — 1972
BA, English
Greenhill School 1967 — 1968
HS
Kinkaid School 1959 — 1966
HS
Christopher Kienle Christopher Kienle's TD Ameritrade Experience September 2013 - Present
Job Managing Director, Marketing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
TD Ameritrade October 2009 - September 2013
Merrill Lynch March 2007 - October 2009
Razorfish February 2007 - October 2009
PIMCO November 2008 - July 2009
Starpoint Solutions February 1997 - February 2007
Bureau of Electronic Publishing February 1995 - January 1997
Skills
User Experience, Online User Experience, Research, Qualitative Research, Ethnography, Interaction Design, Information Architecture, Information Design, Creative Direction, Creative Services, User Interface Design, Usability, Usability Testing, Platforms, Mobile Applications, Digital Strategy, Web Project Management, Content Strategy, Agile Methodologies, Team Building, Team Leadership, Team Management, Mobile Strategy, Digital Marketing, Project Management, E-commerce, Mobile Devices, SEO, Leadership, Experience Design, User Experience Design, User-centered Design, Strategy, Product Management, Wireframes, Analytics, Content Management, Management, Financial Services, New Media, Interactive Marketing, Web Analytics, Strategic Partnerships, Mobile Marketing, Online Marketing, Integrated Marketing, User Research, Marketing, Thought Leadership
Education
Rutgers University-New Brunswick 1991 — 2001
Bachelors, English
University of Maryland College Park 1990 — 1991
St. Joseph's High School
St. Joseph's High School
TD Ameritrade September 2013 - Present
TD Ameritrade October 2009 - September 2013
Merrill Lynch March 2007 - October 2009
Razorfish February 2007 - October 2009
PIMCO November 2008 - July 2009
Starpoint Solutions February 1997 - February 2007
Bureau of Electronic Publishing February 1995 - January 1997
Skills
User Experience, Online User Experience, Research, Qualitative Research, Ethnography, Interaction Design, Information Architecture, Information Design, Creative Direction, Creative Services, User Interface Design, Usability, Usability Testing, Platforms, Mobile Applications, Digital Strategy, Web Project Management, Content Strategy, Agile Methodologies, Team Building, Team Leadership, Team Management, Mobile Strategy, Digital Marketing, Project Management, E-commerce, Mobile Devices, SEO, Leadership, Experience Design, User Experience Design, User-centered Design, Strategy, Product Management, Wireframes, Analytics, Content Management, Management, Financial Services, New Media, Interactive Marketing, Web Analytics, Strategic Partnerships, Mobile Marketing, Online Marketing, Integrated Marketing, User Research, Marketing, Thought Leadership
Education
Rutgers University-New Brunswick 1991 — 2001
Bachelors, English
University of Maryland College Park 1990 — 1991
St. Joseph's High School
St. Joseph's High School
Nico R. Sharp's TD Ameritrade Experience March 2013 - April 2015
Job Vice President | Private Client Advisor, JP Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan April 2015 - Present
TD Ameritrade March 2013 - April 2015
Wells Fargo August 2011 - February 2013
Stratmar Retail Services October 2010 - September 2011
Bank of America March 2007 - March 2010
Alpha Phi Delta national Fraternity 2005 - 2008
Education
Rutgers, The State University of New Jersey-Newark
Economics, Political Science
J.P. Morgan April 2015 - Present
TD Ameritrade March 2013 - April 2015
Wells Fargo August 2011 - February 2013
Stratmar Retail Services October 2010 - September 2011
Bank of America March 2007 - March 2010
Alpha Phi Delta national Fraternity 2005 - 2008
Education
Rutgers, The State University of New Jersey-Newark
Economics, Political Science
Darren F. Lange Darren F. Lange's TD Ameritrade Experience 2000 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2000 - Present
TD Waterhouse Discount Brokerage 1997 - 2000
Skills
Securities, Series 7, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Series 63, Financial Services, Series 24, Equities, Asset Allocation, Retirement Planning, Investments, Investment Strategies
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Geography
TD Ameritrade 2000 - Present
TD Waterhouse Discount Brokerage 1997 - 2000
Skills
Securities, Series 7, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Series 63, Financial Services, Series 24, Equities, Asset Allocation, Retirement Planning, Investments, Investment Strategies
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Geography
Keenan Brugh's TD Ameritrade Experience May 2008 - August 2008
Job Outreach with the Colorado Business Roundtable
Industry Media Production
Experience
Colorado Business Roundtable January 2014 - Present
ICOSA Media June 2010 - Present
Cap Logistics June 2010 - Present
STARTO.tv March 2012 - March 2013
Outdoor Leadership Center August 2007 - June 2011
Extending the LINK May 2009 - May 2011
TD Ameritrade May 2008 - August 2008
Skills
Social Media, Video Production, Entrepreneurship, Social Networking, Marketing, Public Speaking, Editing, Clean Energy..., Graphic Design, Data Analysis, Creative Direction, Leadership, Marketing Strategy, Photography, Public Relations, Photoshop, Social Media Marketing, Spanish, Video, Fundraising, Facebook, Blogging, Event Planning, Final Cut Pro, Marketing Communications, Creative Writing, Advertising
Education
St. John's University 2007 — 2011
BA, Economics & Entrepreneurship
Creighton Prep 2003 — 2007
St. Wenceslaus
Colorado Business Roundtable January 2014 - Present
ICOSA Media June 2010 - Present
Cap Logistics June 2010 - Present
STARTO.tv March 2012 - March 2013
Outdoor Leadership Center August 2007 - June 2011
Extending the LINK May 2009 - May 2011
TD Ameritrade May 2008 - August 2008
Skills
Social Media, Video Production, Entrepreneurship, Social Networking, Marketing, Public Speaking, Editing, Clean Energy..., Graphic Design, Data Analysis, Creative Direction, Leadership, Marketing Strategy, Photography, Public Relations, Photoshop, Social Media Marketing, Spanish, Video, Fundraising, Facebook, Blogging, Event Planning, Final Cut Pro, Marketing Communications, Creative Writing, Advertising
Education
St. John's University 2007 — 2011
BA, Economics & Entrepreneurship
Creighton Prep 2003 — 2007
St. Wenceslaus
Jessica (Sterling) Karczewski Jessica (Sterling) Karczewski's TD Ameritrade Experience January 2015 - Present
Job Events and Marketing Specialist
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
Moody's Analytics October 2012 - December 2014
Sterling DiSanto & Associates December 2007 - October 2012
Skills
Event Planning, Social Media, Public Speaking, Microsoft Excel, Public Relations, Marketing, Analysis, Sales, Access, PowerPoint, Management, Research, Finance, Real Estate, Market Research, Strategic Planning, Event Management
Education
Rider University 2003 — 2007
Bachelor of Arts, Communication
Hillsborough High School
TD Ameritrade January 2015 - Present
Moody's Analytics October 2012 - December 2014
Sterling DiSanto & Associates December 2007 - October 2012
Skills
Event Planning, Social Media, Public Speaking, Microsoft Excel, Public Relations, Marketing, Analysis, Sales, Access, PowerPoint, Management, Research, Finance, Real Estate, Market Research, Strategic Planning, Event Management
Education
Rider University 2003 — 2007
Bachelor of Arts, Communication
Hillsborough High School
Nancy Olewnik's TD Ameritrade Experience August 2011 - Present
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Chairs with Character February 2012 - January 2015
Lincoln Financial Advisors August 2009 - August 2011
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group August 2007 - July 2008
Lincoln Financial Group August 2006 - July 2007
Johnson & Johnson January 2005 - June 2005
Citizens Financial Bank June 2004 - September 2004
Applied Tech Products July 2003 - August 2003
Education
Villanova University 2002 — 2006
Bachelor Science in Business Administration, Finance, International Business & Marketing
Université de Rennes I 2005 — 2005
French, Summer abroad - French language program
Royal Holloway, University of London 2004 — 2004
Study Abroad: Various
TD Ameritrade August 2011 - Present
Chairs with Character February 2012 - January 2015
Lincoln Financial Advisors August 2009 - August 2011
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group August 2007 - July 2008
Lincoln Financial Group August 2006 - July 2007
Johnson & Johnson January 2005 - June 2005
Citizens Financial Bank June 2004 - September 2004
Applied Tech Products July 2003 - August 2003
Education
Villanova University 2002 — 2006
Bachelor Science in Business Administration, Finance, International Business & Marketing
Université de Rennes I 2005 — 2005
French, Summer abroad - French language program
Royal Holloway, University of London 2004 — 2004
Study Abroad: Various
Desiree' Kinney's TD Ameritrade Experience 2010 - 2011
Job Agency Recruiter & Relationship Director MassMutual NJNYC & TV CoHost Brooklyn Savvy TV & Princeton TV
Industry Financial Services
Experience
MassMutual NJ-NYC July 2015 - Present
MassMutual New Jersey-NYC July 2013 - Present
Manhattan Chamber of Commerce August 2015 - Present
RU Financial March 2015 - Present
Rutgers Business School October 2011 - Present
NYC Life's "Brooklyn Savvy" Show April 2014 - Present
Princeton Community TV's "Discover a New Future" Show January 2015 - Present
Savvy Ladies December 2012 - Present
JFL Total Wealth Management March 2011 - July 2013
TD Ameritrade 2010 - 2011
Skills
Marketing Management, Project Management, Sales, New Business Development, Relationship Management, Client Services, Account Management, Corporate Communications, Event Planning, Financial Services, Series 7, Series 66, Strategy, Leadership, Management, Marketing, Product Marketing, Start-ups, Organizational..., Integrated Marketing, Cross-functional Team..., Strategic Planning, Risk Management, Finance, Business Development, Public Speaking
Education
Rutgers Business School 2004 — 2008
Bachelor of Science, Marketing
Rutgers Business School 2011 — 2012
Mentor, Marketing Department
New York University, School of Continuing and Professional Studies 2011 — 2011
Certificate, Integrated Marketing Communications
MassMutual NJ-NYC July 2015 - Present
MassMutual New Jersey-NYC July 2013 - Present
Manhattan Chamber of Commerce August 2015 - Present
RU Financial March 2015 - Present
Rutgers Business School October 2011 - Present
NYC Life's "Brooklyn Savvy" Show April 2014 - Present
Princeton Community TV's "Discover a New Future" Show January 2015 - Present
Savvy Ladies December 2012 - Present
JFL Total Wealth Management March 2011 - July 2013
TD Ameritrade 2010 - 2011
Skills
Marketing Management, Project Management, Sales, New Business Development, Relationship Management, Client Services, Account Management, Corporate Communications, Event Planning, Financial Services, Series 7, Series 66, Strategy, Leadership, Management, Marketing, Product Marketing, Start-ups, Organizational..., Integrated Marketing, Cross-functional Team..., Strategic Planning, Risk Management, Finance, Business Development, Public Speaking
Education
Rutgers Business School 2004 — 2008
Bachelor of Science, Marketing
Rutgers Business School 2011 — 2012
Mentor, Marketing Department
New York University, School of Continuing and Professional Studies 2011 — 2011
Certificate, Integrated Marketing Communications
Ed Andersen's TD Ameritrade Experience August 2007 - Present
Job Director, Web & Mobile Strategy at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2007 - Present
TD Ameritrade August 2010 - September 2011
TD Ameritrade August 2007 - September 2010
Monroe Township High School September 2004 - August 2007
TD Ameritrade (formerly Datek Online) June 1999 - September 2002
PricewaterhouseCoopers / Kwasha Liption Group November 1996 - August 1998
Skills
Product Management, Mobile Applications, Stocks, Options, Web Content, Web Strategy, Business Strategy, Mobile Devices, Digital Strategy, Mobile, Product Development, Marketing, Education, Communications Strategy, Product Stewardship, Crisis Communications, ETFs, Financial Markets, Financial Services, Leadership, Strategic Communications, Mutual Funds, Investments, Management, Cross-functional Team..., Strategy, Series 7, Series 63, User Experience, Risk Management, Analytics
Education
Rutgers Graduate School of Education 2002 — 2004
Master of Education (M.Ed.)
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Arts (B.A.)
TD Ameritrade August 2007 - Present
TD Ameritrade August 2010 - September 2011
TD Ameritrade August 2007 - September 2010
Monroe Township High School September 2004 - August 2007
TD Ameritrade (formerly Datek Online) June 1999 - September 2002
PricewaterhouseCoopers / Kwasha Liption Group November 1996 - August 1998
Skills
Product Management, Mobile Applications, Stocks, Options, Web Content, Web Strategy, Business Strategy, Mobile Devices, Digital Strategy, Mobile, Product Development, Marketing, Education, Communications Strategy, Product Stewardship, Crisis Communications, ETFs, Financial Markets, Financial Services, Leadership, Strategic Communications, Mutual Funds, Investments, Management, Cross-functional Team..., Strategy, Series 7, Series 63, User Experience, Risk Management, Analytics
Education
Rutgers Graduate School of Education 2002 — 2004
Master of Education (M.Ed.)
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Arts (B.A.)
Joseph McClue's TD Ameritrade Experience May 1996 - January 1998
Job Senior Project Manager/Instructor at McClue Consulting
Industry Information Technology and Services
Experience
RE/MAX December 2014 - Present
McClue Consulting January 2013 - Present
Citi July 2008 - January 2013
United Nations July 2006 - July 2008
NHT Consulting January 2002 - July 2006
Citi July 1999 - January 2002
Citi January 1999 - July 1999
Citi January 1998 - January 1999
TD Ameritrade May 1996 - January 1998
Skills
Corporate Communications, Project Planning, Leadership, Training, Team Leadership, Project Management, Fixed Income, Team Building, Management, Risk Management, Investments, Customer Service, Securities, Relationship Management, Banking, Business Analysis, Budgets, Strategy, Analysis, CRM, Financial Services, Vendor Management, Program Management, SDLC, Business Process..., Process Improvement, Portfolio Management, PMO, Bonds, Change Management, Equities, Product Management, Requirements Gathering, Business Requirements, Project Delivery, Trading, Mutual Funds, Negotiation, Bloomberg, Sales, SharePoint, Financial Markets, Middle Office, Talent Management, Wealth Management
Education
Rutgers University-New Brunswick 2015 — 2018
Master of Business Administration (M.B.A.), Project Management
William Paterson University of New Jersey 1994 — 1996
Bachelor’s Degree, Public Relations/Image Management, Cum Laude
Ocean County College 1992 — 1994
Associate’s Degree, Business, Management, Marketing, and Related Support Services
RE/MAX December 2014 - Present
McClue Consulting January 2013 - Present
Citi July 2008 - January 2013
United Nations July 2006 - July 2008
NHT Consulting January 2002 - July 2006
Citi July 1999 - January 2002
Citi January 1999 - July 1999
Citi January 1998 - January 1999
TD Ameritrade May 1996 - January 1998
Skills
Corporate Communications, Project Planning, Leadership, Training, Team Leadership, Project Management, Fixed Income, Team Building, Management, Risk Management, Investments, Customer Service, Securities, Relationship Management, Banking, Business Analysis, Budgets, Strategy, Analysis, CRM, Financial Services, Vendor Management, Program Management, SDLC, Business Process..., Process Improvement, Portfolio Management, PMO, Bonds, Change Management, Equities, Product Management, Requirements Gathering, Business Requirements, Project Delivery, Trading, Mutual Funds, Negotiation, Bloomberg, Sales, SharePoint, Financial Markets, Middle Office, Talent Management, Wealth Management
Education
Rutgers University-New Brunswick 2015 — 2018
Master of Business Administration (M.B.A.), Project Management
William Paterson University of New Jersey 1994 — 1996
Bachelor’s Degree, Public Relations/Image Management, Cum Laude
Ocean County College 1992 — 1994
Associate’s Degree, Business, Management, Marketing, and Related Support Services
Ian Chen, CFA FRM's TD Ameritrade Experience September 2015 - Present
Job
Industry Financial Services
Experience
TD Ameritrade September 2015 - Present
ACE Cash Express October 2014 - September 2015
GM Financial May 2013 - November 2014
TD Ameritrade August 2012 - May 2013
Citigroup Global Market June 2007 - August 2012
Motorola Solutions May 1999 - March 2003
Education
Rice University
MBA
University of Victoria
Master of Science
TD Ameritrade September 2015 - Present
ACE Cash Express October 2014 - September 2015
GM Financial May 2013 - November 2014
TD Ameritrade August 2012 - May 2013
Citigroup Global Market June 2007 - August 2012
Motorola Solutions May 1999 - March 2003
Education
Rice University
MBA
University of Victoria
Master of Science
Frank J. Tirado Frank J. Tirado's TD Ameritrade Experience August 2013 - May 2015
Job Vice President, The Options Clearing Corporation
Industry Financial Services
Experience
The Options Clearing Corporation, OIC June 2015 - Present
TD Ameritrade August 2013 - May 2015
E*TRADE Financial September 2005 - August 2013
Chicago Board Options Exchange November 1999 - September 2005
Chicago Board Options Exchange November 1999 - September 2005
Chicago Board Options Exchange January 1997 - November 1999
Chicago Board Options Exchange January 1995 - November 1997
Chicago Board Options Exchange April 1989 - January 1995
Skills
Options, Equities, Strategy, Derivatives, Leadership, Securities, Investments, Marketing Communications, Portfolio Management, Mergers & Acquisitions, Marketing Strategy, Finance, Business Development, Marketing, Financial Markets, Management, Trading Systems, Financial Services, Capital Markets, Hedging
Education
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Roosevelt University
Master of Science, International Business
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration, Finance
The Options Clearing Corporation, OIC June 2015 - Present
TD Ameritrade August 2013 - May 2015
E*TRADE Financial September 2005 - August 2013
Chicago Board Options Exchange November 1999 - September 2005
Chicago Board Options Exchange November 1999 - September 2005
Chicago Board Options Exchange January 1997 - November 1999
Chicago Board Options Exchange January 1995 - November 1997
Chicago Board Options Exchange April 1989 - January 1995
Skills
Options, Equities, Strategy, Derivatives, Leadership, Securities, Investments, Marketing Communications, Portfolio Management, Mergers & Acquisitions, Marketing Strategy, Finance, Business Development, Marketing, Financial Markets, Management, Trading Systems, Financial Services, Capital Markets, Hedging
Education
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Roosevelt University
Master of Science, International Business
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration, Finance
Adrian Schwartz's TD Ameritrade Experience October 2014 - Present
Job Wealth Management Professional
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
New Jersey Snow Tours, LLC August 2012 - Present
TD Ameritrade January 2014 - October 2014
Bank of America April 2013 - January 2014
Merrill Lynch June 2011 - July 2012
ADP January 2009 - July 2011
ADP September 2005 - December 2008
Skills
Competitive Analysis, Analysis, Strategy, Financial Analysis, Management, Budgets, Business Intelligence, Finance, Investments, Sales, Risk Management
Education
Rutgers, The State University of New Jersey-Rutgers Business School 2007 — 2011
MBA, Finance
Rutgers University-New Brunswick 2002 — 2004
B.A., Economics
TD Ameritrade October 2014 - Present
New Jersey Snow Tours, LLC August 2012 - Present
TD Ameritrade January 2014 - October 2014
Bank of America April 2013 - January 2014
Merrill Lynch June 2011 - July 2012
ADP January 2009 - July 2011
ADP September 2005 - December 2008
Skills
Competitive Analysis, Analysis, Strategy, Financial Analysis, Management, Budgets, Business Intelligence, Finance, Investments, Sales, Risk Management
Education
Rutgers, The State University of New Jersey-Rutgers Business School 2007 — 2011
MBA, Finance
Rutgers University-New Brunswick 2002 — 2004
B.A., Economics
Candida Settino Candida Settino's TD Ameritrade Experience 2003 - 2007
Job Executive Assistant, Sponsorship Sales at Major League Baseball
Industry Sports
Experience
Major League Baseball March 2015 - Present
Major League Baseball November 2007 - Present
TD Ameritrade 2003 - 2007
Cushman & Wakefield, Inc. 1998 - 2000
Skills
Public Relations, Microsoft Word, Event Planning, Social Media, Event Management, Salesforce.com, Marketing, PowerPoint, Public Speaking, Fundraising, Microsoft Excel, Sports Marketing, Management, Social Networking, Microsoft Office
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
N/A
Katharine Gibbs School 1993 — 1994
Certification
Major League Baseball March 2015 - Present
Major League Baseball November 2007 - Present
TD Ameritrade 2003 - 2007
Cushman & Wakefield, Inc. 1998 - 2000
Skills
Public Relations, Microsoft Word, Event Planning, Social Media, Event Management, Salesforce.com, Marketing, PowerPoint, Public Speaking, Fundraising, Microsoft Excel, Sports Marketing, Management, Social Networking, Microsoft Office
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
N/A
Katharine Gibbs School 1993 — 1994
Certification
Derek Grimm, CFP®'s TD Ameritrade Experience June 2002 - December 2006
Job Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Camaraderie Foundation, Inc. April 2012 - Present
Morgan Stanley Smith Barney December 2006 - February 2010
TD Ameritrade June 2002 - December 2006
US Army August 1992 - April 2004
Skills
Wealth Management, Retirement Planning, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Series 7, Series 63, Uniform Combined State..., Leadership, 401k Rollovers, Long Term Care Insurance
Education
Rollins College - Crummer Graduate School of Business 2001 — 2006
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
Lake Mary 1988 — 1992
High school diploma
Merrill Lynch February 2010 - Present
Camaraderie Foundation, Inc. April 2012 - Present
Morgan Stanley Smith Barney December 2006 - February 2010
TD Ameritrade June 2002 - December 2006
US Army August 1992 - April 2004
Skills
Wealth Management, Retirement Planning, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Series 7, Series 63, Uniform Combined State..., Leadership, 401k Rollovers, Long Term Care Insurance
Education
Rollins College - Crummer Graduate School of Business 2001 — 2006
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
Lake Mary 1988 — 1992
High school diploma
Keyana Avery Keyana Avery's TD Ameritrade Experience October 2014 - Present
Job Estates/Divorce Processing Specialist at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade July 2013 - October 2014
TD Ameritrade January 2013 - July 2013
Insphere Insurance Solutions September 2012 - February 2013
Salvation Army Metropolitan Division December 2008 - August 2012
Skills
Term Life Insurance, Health Insurance, Health Savings Accounts, High Deductible Health..., Co-pay Plans, Permanent Life Insurance, Dental Insurance, Vision Insurance, Accounts Payable, Insurance, Leadership, Financial Analysis, Disability Insurance
Education
Saint Xavier University 2008 — 2010
M.B.A, Financial Planning
Roosevelt University 2005 — 2008
B.S.B.A, Business Management
TD Ameritrade October 2014 - Present
TD Ameritrade July 2013 - October 2014
TD Ameritrade January 2013 - July 2013
Insphere Insurance Solutions September 2012 - February 2013
Salvation Army Metropolitan Division December 2008 - August 2012
Skills
Term Life Insurance, Health Insurance, Health Savings Accounts, High Deductible Health..., Co-pay Plans, Permanent Life Insurance, Dental Insurance, Vision Insurance, Accounts Payable, Insurance, Leadership, Financial Analysis, Disability Insurance
Education
Saint Xavier University 2008 — 2010
M.B.A, Financial Planning
Roosevelt University 2005 — 2008
B.S.B.A, Business Management
Mecca Ford's TD Ameritrade Experience November 2012 - Present
Job Communications/Chief of Staff Role at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
MetLife February 2006 - May 2012
StayinFront June 2001 - February 2006
Moore Response Marketing 1998 - 2000
Skills
SDLC, User Acceptance Testing, Visio, Quality Center, Clarity, Adobe Creative Suite, Access, Advertising, Software Project..., Graphic Design, Business Analysis, Editing, Journalism, Knowledge Management, Social Media, Corporate Communications, PowerPoint, Strategy Development, Strategic Communications, Strategic Planning, Usability, Video, Writing, Microsoft Office, CRM, Integrated Marketing, Newsletters, Project Management, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Journalism and Mass Media, Communication, Journalism, and Related Programs
TD Ameritrade November 2012 - Present
MetLife February 2006 - May 2012
StayinFront June 2001 - February 2006
Moore Response Marketing 1998 - 2000
Skills
SDLC, User Acceptance Testing, Visio, Quality Center, Clarity, Adobe Creative Suite, Access, Advertising, Software Project..., Graphic Design, Business Analysis, Editing, Journalism, Knowledge Management, Social Media, Corporate Communications, PowerPoint, Strategy Development, Strategic Communications, Strategic Planning, Usability, Video, Writing, Microsoft Office, CRM, Integrated Marketing, Newsletters, Project Management, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Journalism and Mass Media, Communication, Journalism, and Related Programs
Jessica Stephans Jessica Stephans's TD Ameritrade Experience June 2011 - August 2011
Job Compliance Officer at TD Securities
Industry Financial Services
Experience
TD April 2015 - Present
BlackRock February 2014 - April 2015
AXA Equitable August 2013 - January 2014
AXA Equitable April 2012 - August 2013
TD Ameritrade June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Education
Onyx Yoga
100-hour Advanced Teacher Training
Sacred Sounds Yoga
200-hour Teacher Training
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Communication, History
The Catholic University of America 2008 — 2009
TD April 2015 - Present
BlackRock February 2014 - April 2015
AXA Equitable August 2013 - January 2014
AXA Equitable April 2012 - August 2013
TD Ameritrade June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Education
Onyx Yoga
100-hour Advanced Teacher Training
Sacred Sounds Yoga
200-hour Teacher Training
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Communication, History
The Catholic University of America 2008 — 2009
Dominic Galati Dominic Galati's TD Ameritrade Experience September 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Merrill Edge May 2011 - September 2013
Edward Jones October 2010 - April 2011
Play N Trade Video Games October 2009 - September 2010
Lourdes Health System June 2007 - October 2009
Skills
Investments, Strategic Financial..., Series 7, Investment Strategies, Finance, Microsoft Office, Management, Accounting, Wealth Management, Financial Planning, Mutual Funds, Uniform Combined State..., Series 63, SAS, Investment Advisory, Portfolio Management, Financial Advisory, Auditing, Asset Management, Asset Allocation, Financial Analysis, Retirement Planning, 401k, Series 66, Securities, Retirement, Fixed Income, Series 9/10
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2010
Bachelor of Arts, Economics
TD Ameritrade September 2013 - Present
Merrill Edge May 2011 - September 2013
Edward Jones October 2010 - April 2011
Play N Trade Video Games October 2009 - September 2010
Lourdes Health System June 2007 - October 2009
Skills
Investments, Strategic Financial..., Series 7, Investment Strategies, Finance, Microsoft Office, Management, Accounting, Wealth Management, Financial Planning, Mutual Funds, Uniform Combined State..., Series 63, SAS, Investment Advisory, Portfolio Management, Financial Advisory, Auditing, Asset Management, Asset Allocation, Financial Analysis, Retirement Planning, 401k, Series 66, Securities, Retirement, Fixed Income, Series 9/10
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2010
Bachelor of Arts, Economics
Bhumi Patel's TD Ameritrade Experience May 2015 - Present
Job Corporate Audit Intern at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
Novo Nordisk June 2014 - August 2014
Rutgers University January 2014 - May 2014
Amboy Bank June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Teamwork, Customer Service, Public Speaking, Data Analysis, Risk Assessment, PowerPoint, Microsoft Word, Economics, Research, Organization, Bookkeeping, Time Management, Invoicing, OS X, Windows, Access
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2017
Bachelor's Degree, Accounting and Finance
Sayreville War Memorial High School 2009 — 2013
High School Diploma, 4.37
TD Ameritrade May 2015 - Present
Novo Nordisk June 2014 - August 2014
Rutgers University January 2014 - May 2014
Amboy Bank June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Teamwork, Customer Service, Public Speaking, Data Analysis, Risk Assessment, PowerPoint, Microsoft Word, Economics, Research, Organization, Bookkeeping, Time Management, Invoicing, OS X, Windows, Access
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2017
Bachelor's Degree, Accounting and Finance
Sayreville War Memorial High School 2009 — 2013
High School Diploma, 4.37
Alan Redmond Alan Redmond's TD Ameritrade Experience September 2013 - Present
Job Broker/Client Services
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
TD 2011 - Present
FBC 2009 - 2011
Penncorp Life Insurance Company 2008 - 2009
Custom House 2007 - 2008
Fuji Graphic Systems 1989 - 2002
Skills
Direct Sales, Sales, New Business Development, Training, Sales Process, Cold Calling, Strategy, Account Management, B2B, Selling, Marketing, Sales Operations, Lead Generation, Sales Management, Business Development
Education
Ryerson University 1974 — 1977
Bachelor of Business Administration (BBA), Business
Senator O'Connor College School 1967 — 1971
Arts and Science
TD Ameritrade September 2013 - Present
TD 2011 - Present
FBC 2009 - 2011
Penncorp Life Insurance Company 2008 - 2009
Custom House 2007 - 2008
Fuji Graphic Systems 1989 - 2002
Skills
Direct Sales, Sales, New Business Development, Training, Sales Process, Cold Calling, Strategy, Account Management, B2B, Selling, Marketing, Sales Operations, Lead Generation, Sales Management, Business Development
Education
Ryerson University 1974 — 1977
Bachelor of Business Administration (BBA), Business
Senator O'Connor College School 1967 — 1971
Arts and Science
Melissa Thinger Melissa Thinger's TD Ameritrade Experience August 2006 - January 2009
Job Vice President, Retail Experience
Industry Financial Services
Experience
BancVue April 2009 - Present
TD Ameritrade August 2006 - January 2009
HSBC October 2000 - May 2006
Skills
Performance Management, Leadership Development, Organizational..., Training, Human Resources, Risk Management, Leadership, Management, Program Management, Recruiting, Change Management, Team Building, Team Leadership, Call Centers, Start-ups, Talent Management, Strategy, Budgets, Cross-functional Team..., Selling, Strategic Planning, Public Speaking, Employee Benefits, Sales, Customer Service, Onboarding, Executive Management, Coaching, Employee Training, Process Improvement, Vendor Management, Talent Acquisition, Training Delivery
Education
Roosevelt University 1993 — 1997
Bachelor's Degree, Business/Corporate Communications
BancVue April 2009 - Present
TD Ameritrade August 2006 - January 2009
HSBC October 2000 - May 2006
Skills
Performance Management, Leadership Development, Organizational..., Training, Human Resources, Risk Management, Leadership, Management, Program Management, Recruiting, Change Management, Team Building, Team Leadership, Call Centers, Start-ups, Talent Management, Strategy, Budgets, Cross-functional Team..., Selling, Strategic Planning, Public Speaking, Employee Benefits, Sales, Customer Service, Onboarding, Executive Management, Coaching, Employee Training, Process Improvement, Vendor Management, Talent Acquisition, Training Delivery
Education
Roosevelt University 1993 — 1997
Bachelor's Degree, Business/Corporate Communications
Daniel Piedade Daniel Piedade's TD Ameritrade Experience September 2009 - May 2010
Job Operations Supervisor at OzburnHessey Logistics
Industry Financial Services
Experience
Ozburn-Hessey Logistics August 2014 - Present
Conex Construction Corporation May 2010 - July 2014
TD Ameritrade September 2009 - May 2010
Capital Markets Training Group August 2008 - September 2009
Velocity Futures March 2007 - May 2008
Caliber Financial March 2005 - February 2007
Skills
Trading, Series 7, Equities, Securities, Technical Analysis, Financial Services, Strategy, Portfolio Management, Financial Risk, Equity Trading, Futures Trading, FINRA, Investments, Risk Management, Bonds, Fixed Income
Education
Sacred Heart University 2003 — 2004
MBA, Business Administration and Management, General
Sacred Heart University 2000 — 2003
BS, Business & Finance
Kearny High School 1995 — 1999
Ozburn-Hessey Logistics August 2014 - Present
Conex Construction Corporation May 2010 - July 2014
TD Ameritrade September 2009 - May 2010
Capital Markets Training Group August 2008 - September 2009
Velocity Futures March 2007 - May 2008
Caliber Financial March 2005 - February 2007
Skills
Trading, Series 7, Equities, Securities, Technical Analysis, Financial Services, Strategy, Portfolio Management, Financial Risk, Equity Trading, Futures Trading, FINRA, Investments, Risk Management, Bonds, Fixed Income
Education
Sacred Heart University 2003 — 2004
MBA, Business Administration and Management, General
Sacred Heart University 2000 — 2003
BS, Business & Finance
Kearny High School 1995 — 1999
Caitlin Murray's TD Ameritrade Experience June 2010 - August 2010
Job Marketing Assistant at Zinc Ahead Ltd
Industry Marketing and Advertising
Experience
Zinc Ahead Ltd April 2015 - Present
World Wide Metric December 2013 - April 2015
World Wide Metric June 2013 - December 2013
World Wide Metric September 2012 - June 2013
Chez Alice Cafe June 2011 - September 2012
TD Ameritrade June 2010 - August 2010
TD Ameritrade May 2009 - August 2009
Skills
Marketing, Social Media, Facebook, Microsoft Office, Social Media Marketing, Corporate Communications, Data Analysis, Analysis, PowerPoint, Event Planning, Public Speaking, Microsoft Excel, Social Networking, Marketing Communications, HTML, Blogging, Marketo, Webinars
Education
Saint Joseph's University 2008 — 2011
English, English (Concentration: Writing), Marketing
University of Rhode Island 2006 — 2008
Communications
Zinc Ahead Ltd April 2015 - Present
World Wide Metric December 2013 - April 2015
World Wide Metric June 2013 - December 2013
World Wide Metric September 2012 - June 2013
Chez Alice Cafe June 2011 - September 2012
TD Ameritrade June 2010 - August 2010
TD Ameritrade May 2009 - August 2009
Skills
Marketing, Social Media, Facebook, Microsoft Office, Social Media Marketing, Corporate Communications, Data Analysis, Analysis, PowerPoint, Event Planning, Public Speaking, Microsoft Excel, Social Networking, Marketing Communications, HTML, Blogging, Marketo, Webinars
Education
Saint Joseph's University 2008 — 2011
English, English (Concentration: Writing), Marketing
University of Rhode Island 2006 — 2008
Communications
Michelle Cullen's TD Ameritrade Experience July 2010 - May 2011
Job CFO at dough, Inc.
Industry Financial Services
Experience
dough, Inc. (formerly tastytrade + dough) May 2011 - Present
TD Ameritrade July 2010 - May 2011
thinkorswim October 2006 - June 2010
Whitehall Jewellers February 2004 - October 2006
KPMG September 2001 - February 2004
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Financial Modeling, Securities, Equities, Account Reconciliation, Finance, Options, Investments, SEC filings, Strategic Financial..., Financial Services, SEC Filings, Financial Planning, Management
Education
Saint Bonaventure University 1996 — 2001
MBA/BBA, Accounting
Danbury High School 1992 — 1996
dough, Inc. (formerly tastytrade + dough) May 2011 - Present
TD Ameritrade July 2010 - May 2011
thinkorswim October 2006 - June 2010
Whitehall Jewellers February 2004 - October 2006
KPMG September 2001 - February 2004
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Financial Modeling, Securities, Equities, Account Reconciliation, Finance, Options, Investments, SEC filings, Strategic Financial..., Financial Services, SEC Filings, Financial Planning, Management
Education
Saint Bonaventure University 1996 — 2001
MBA/BBA, Accounting
Danbury High School 1992 — 1996
Michael Caulfield Michael Caulfield's TD Ameritrade Experience January 2012 - Present
Job Annuities Divisional Operations Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
Clark Consulting July 2010 - January 2012
LPL Financial July 2005 - March 2009
San Diego Christian College 2006 - 2008
LPL Financial (Linsco/Private Ledger) July 2005 - June 2006
La Jolla Presbyterian Church 2004 - 2006
CoStar Group February 2004 - July 2005
American Century Investments February 2001 - August 2003
American Express Financial Advisors (Ameriprise) March 2000 - February 2001
Van Kampen American Capital October 1992 - February 1996
Skills
People Skills, Organizational..., Technological Acumen, Investments, Insurance, Fixed Annuities, Series 7, Risk Management, Technology, Retirement, Business Acumen, Management, Selling Skills, Time Management, Equities, Financial Services, Securities, Financial Analysis, Retirement Planning, Mutual Funds, Compliance, Asset Managment, Strategic Financial..., Life Insurance, Training, Portfolio Management, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Trading, FINRA, Investment Advisory, Fixed Income, Investment Management, Variable Annuities, Series 65, Investment Strategies, Series 6, 401k, Analysis, ETFs, Uniform Combined State..., Capital Markets, Financial Planners, Bonds, Asset Management, Alternative Investments, Financial Risk, Options
Education
Rockhurst University 1993 — 1997
MBA, Finance & Management
The University of Kansas 1983 — 1988
BSJ, Advertising (Journalism)
TD Ameritrade January 2012 - Present
Clark Consulting July 2010 - January 2012
LPL Financial July 2005 - March 2009
San Diego Christian College 2006 - 2008
LPL Financial (Linsco/Private Ledger) July 2005 - June 2006
La Jolla Presbyterian Church 2004 - 2006
CoStar Group February 2004 - July 2005
American Century Investments February 2001 - August 2003
American Express Financial Advisors (Ameriprise) March 2000 - February 2001
Van Kampen American Capital October 1992 - February 1996
Skills
People Skills, Organizational..., Technological Acumen, Investments, Insurance, Fixed Annuities, Series 7, Risk Management, Technology, Retirement, Business Acumen, Management, Selling Skills, Time Management, Equities, Financial Services, Securities, Financial Analysis, Retirement Planning, Mutual Funds, Compliance, Asset Managment, Strategic Financial..., Life Insurance, Training, Portfolio Management, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Trading, FINRA, Investment Advisory, Fixed Income, Investment Management, Variable Annuities, Series 65, Investment Strategies, Series 6, 401k, Analysis, ETFs, Uniform Combined State..., Capital Markets, Financial Planners, Bonds, Asset Management, Alternative Investments, Financial Risk, Options
Education
Rockhurst University 1993 — 1997
MBA, Finance & Management
The University of Kansas 1983 — 1988
BSJ, Advertising (Journalism)
Jay Austin Jay Austin's TD Ameritrade Experience July 2007 - September 2007
Job Program Manager at Microsoft China
Industry Computer Software
Experience
Microsoft China December 2012 - Present
Microsoft July 2010 - November 2012
Rochester Institute of Technology September 2008 - August 2010
area/code 2009 - 2009
TD Ameritrade July 2007 - September 2007
US Army Corps of Engineers August 2005 - January 2006
KIOD/KSWN Radio - McCook, NE 1997 - 2004
Skills
C++, C#, Software Development, Agile Methodologies, JavaScript, Software Engineering, SQL, Visual Studio, Databases
Education
Rochester Institute of Technology 2008 — 2010
Masters, Game Design and Development
University of Nebraska at Omaha 2004 — 2008
Bachelor, Computer Science
Microsoft China December 2012 - Present
Microsoft July 2010 - November 2012
Rochester Institute of Technology September 2008 - August 2010
area/code 2009 - 2009
TD Ameritrade July 2007 - September 2007
US Army Corps of Engineers August 2005 - January 2006
KIOD/KSWN Radio - McCook, NE 1997 - 2004
Skills
C++, C#, Software Development, Agile Methodologies, JavaScript, Software Engineering, SQL, Visual Studio, Databases
Education
Rochester Institute of Technology 2008 — 2010
Masters, Game Design and Development
University of Nebraska at Omaha 2004 — 2008
Bachelor, Computer Science
Joe Parise Joe Parise's TD Ameritrade Experience July 2007 - July 2008
Job Human Resource Manager at Allergan
Industry Biotechnology
Experience
Allergan January 2014 - Present
Amgen June 2010 - December 2013
Vanderbilt University August 2008 - May 2010
Amgen May 2009 - August 2009
TD Ameritrade July 2007 - July 2008
AXA Advisors June 2003 - July 2007
Skills
Management Consulting, Strategy, Human Resources, Negotiation, Investments, Temporary Placement, Data Analysis, Process Improvement, Financial Analysis, Human Capital, Strategic Planning, Leadership, Deferred Compensation
Education
Vanderbilt University 2008 — 2010
Master of Business Administration (MBA), Human and Organizational Performance
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Human Capital
Rochester Institute of Technology 1998 — 2002
BS, Finance
Allergan January 2014 - Present
Amgen June 2010 - December 2013
Vanderbilt University August 2008 - May 2010
Amgen May 2009 - August 2009
TD Ameritrade July 2007 - July 2008
AXA Advisors June 2003 - July 2007
Skills
Management Consulting, Strategy, Human Resources, Negotiation, Investments, Temporary Placement, Data Analysis, Process Improvement, Financial Analysis, Human Capital, Strategic Planning, Leadership, Deferred Compensation
Education
Vanderbilt University 2008 — 2010
Master of Business Administration (MBA), Human and Organizational Performance
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Human Capital
Rochester Institute of Technology 1998 — 2002
BS, Finance
Sebastian Bernheim's TD Ameritrade Experience October 2011 - Present
Job Senior Developer at TD Ameritrade
Industry Venture Capital & Private Equity
Experience
TD Ameritrade October 2011 - Present
Morgan Stanley Investment Management January 2010 - September 2011
Morgan Stanley January 2010 - September 2011
RiskMetrics Group October 2002 - December 2009
RiskMetrics October 2002 - December 2009
Insite Investments March 2002 - September 2002
Transagon, Inc. December 2000 - April 2001
Luminant Worldwide July 1999 - October 2000
Eclipse Internet Access, Inc. November 1996 - July 1999
Eclipse Internet January 1996 - February 1997
Skills
XML, Perl, SQL, Java Enterprise Edition, Unix, Linux, Java, Apache, Eclipse, MySQL, Databases, Oracle, SOA, REST, Shell Scripting, HTML, OOP, Web Applications, Object Oriented Design, Hedge Funds, Programming, Subversion, Design Patterns
Education
Rutgers University-New Brunswick 1989 — 1993
BA, English, Journalism
TD Ameritrade October 2011 - Present
Morgan Stanley Investment Management January 2010 - September 2011
Morgan Stanley January 2010 - September 2011
RiskMetrics Group October 2002 - December 2009
RiskMetrics October 2002 - December 2009
Insite Investments March 2002 - September 2002
Transagon, Inc. December 2000 - April 2001
Luminant Worldwide July 1999 - October 2000
Eclipse Internet Access, Inc. November 1996 - July 1999
Eclipse Internet January 1996 - February 1997
Skills
XML, Perl, SQL, Java Enterprise Edition, Unix, Linux, Java, Apache, Eclipse, MySQL, Databases, Oracle, SOA, REST, Shell Scripting, HTML, OOP, Web Applications, Object Oriented Design, Hedge Funds, Programming, Subversion, Design Patterns
Education
Rutgers University-New Brunswick 1989 — 1993
BA, English, Journalism
Johnathan Turner Johnathan Turner's TD Ameritrade Experience November 2009 - August 2013
Job Investments and Entrepreneur
Industry Banking
Experience
Self-employed September 2013 - Present
TD Ameritrade November 2009 - August 2013
TD Ameritrade 2011 - 2012
TD Ameritrade June 2009 - August 2009
TCU Residential Services August 2008 - May 2009
TCU Residential Services May 2008 - August 2008
Two College Guys Mowing Lawns April 2002 - April 2006
Skills
Management, Team Leadership, Risk Management, Investments, Sales, Microsoft Office..., Customer Service, Customer Relations, Team Building, Team Management
Education
Texas Christian University 2006 — 2009
Business, Finance, 3.4
Richland College 2003 — 2006
Associate of Arts and Sciences (A.A.S.), 3.6
Self-employed September 2013 - Present
TD Ameritrade November 2009 - August 2013
TD Ameritrade 2011 - 2012
TD Ameritrade June 2009 - August 2009
TCU Residential Services August 2008 - May 2009
TCU Residential Services May 2008 - August 2008
Two College Guys Mowing Lawns April 2002 - April 2006
Skills
Management, Team Leadership, Risk Management, Investments, Sales, Microsoft Office..., Customer Service, Customer Relations, Team Building, Team Management
Education
Texas Christian University 2006 — 2009
Business, Finance, 3.4
Richland College 2003 — 2006
Associate of Arts and Sciences (A.A.S.), 3.6
Christina Segerholm's TD Ameritrade Experience June 2015 - August 2015
Job Peer Leader at Rutger University
Industry Computer Software
Experience
Rutgers University September 2015 - Present
Carrabba's Italian Grill August 2013 - Present
TD Ameritrade June 2015 - August 2015
Rutgers University January 2015 - August 2015
Eagle's Landing Day Camp July 2013 - August 2013
Skills
Java, PSpice, SQL, Teamwork, Customer Service, Economics, Matlab, JavaScript, Microsoft Office, Microsoft Excel, Microsoft Word, Maple, PowerPoint, English, Working With Children, Python
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Electrical and Computer Engineering, GPA (as of Spring 2015): 3.958
North Brunswick HS 2009 — 2013
High School Diploma, College Prep
Rutgers University September 2015 - Present
Carrabba's Italian Grill August 2013 - Present
TD Ameritrade June 2015 - August 2015
Rutgers University January 2015 - August 2015
Eagle's Landing Day Camp July 2013 - August 2013
Skills
Java, PSpice, SQL, Teamwork, Customer Service, Economics, Matlab, JavaScript, Microsoft Office, Microsoft Excel, Microsoft Word, Maple, PowerPoint, English, Working With Children, Python
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Electrical and Computer Engineering, GPA (as of Spring 2015): 3.958
North Brunswick HS 2009 — 2013
High School Diploma, College Prep
Ashok Raju's TD Ameritrade Experience 2003 - 2005
Job
Industry Financial Services
Experience
Creditex Group Inc. 2007 - Present
Creditex Group Inc. September 2005 - 2007
TD Ameritrade 2003 - 2005
Skills
Electronic Trading, Market Data, Start-ups, Trading Systems, SDLC, Vendor Management, Integration, Business Analysis, Data Center, Agile Methodologies, Enterprise Architecture, Disaster Recovery, Equities, Software Project...
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2007
MBA
Sir M.Visvesvaraya Institute of Technology 1991 — 1995
B.E
Creditex Group Inc. 2007 - Present
Creditex Group Inc. September 2005 - 2007
TD Ameritrade 2003 - 2005
Skills
Electronic Trading, Market Data, Start-ups, Trading Systems, SDLC, Vendor Management, Integration, Business Analysis, Data Center, Agile Methodologies, Enterprise Architecture, Disaster Recovery, Equities, Software Project...
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2007
MBA
Sir M.Visvesvaraya Institute of Technology 1991 — 1995
B.E
Brett Abbey, MBA, PMP's TD Ameritrade Experience 1999 - 1999
Job CFO at mOcean
Industry Entertainment
Experience
mOcean 2013 - Present
The Walt Disney Company 2012 - 2013
DLC 2008 - 2012
Trailer Park 2007 - 2008
AIG SunAmerica 2005 - 2007
ClearPath Networks 2004 - 2005
Warner Bros. Entertainment Group of Companies 2002 - 2004
Robert Half International 2001 - 2002
Franklin Mint 2000 - 2001
TD Ameritrade 1999 - 1999
Skills
Financial Modeling, Financial Analysis, Budgets, Management, Analysis, Process Improvement, Strategic Planning, Business Planning, Strategic Financial..., Business Strategy, Corporate Finance, Change Management, Cross-functional Team..., Access, Microsoft Office, Excel, Financial Planning, SAP, Project Finance, Negotiation, Budgeting, Venture Capital, Essbase, Process Engineering, Start-ups, Program Management, Video Games, Social Media, Hyperion Enterprise, MAS500, Visio, MS Project, Spreadsheets, Media & Entertainment, Business Modeling, Budget Analysis
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Corporate Finance & Entrepreneurship
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
BS, Finance
mOcean 2013 - Present
The Walt Disney Company 2012 - 2013
DLC 2008 - 2012
Trailer Park 2007 - 2008
AIG SunAmerica 2005 - 2007
ClearPath Networks 2004 - 2005
Warner Bros. Entertainment Group of Companies 2002 - 2004
Robert Half International 2001 - 2002
Franklin Mint 2000 - 2001
TD Ameritrade 1999 - 1999
Skills
Financial Modeling, Financial Analysis, Budgets, Management, Analysis, Process Improvement, Strategic Planning, Business Planning, Strategic Financial..., Business Strategy, Corporate Finance, Change Management, Cross-functional Team..., Access, Microsoft Office, Excel, Financial Planning, SAP, Project Finance, Negotiation, Budgeting, Venture Capital, Essbase, Process Engineering, Start-ups, Program Management, Video Games, Social Media, Hyperion Enterprise, MAS500, Visio, MS Project, Spreadsheets, Media & Entertainment, Business Modeling, Budget Analysis
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Corporate Finance & Entrepreneurship
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
BS, Finance
Anmol Karnad's TD Ameritrade Experience 2005 - 2006
Job Head of Planning and Analysis Consumer and Business Banking (CBB) at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase October 2013 - October 2014
JPMorgan Chase 2012 - October 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2006 - 2010
TD Ameritrade 2005 - 2006
Paragon 1995 - 2005
Skills
Analytics, Banking, Business Analysis, Business Intelligence, CRM, Financial Analysis, Financial Services, Forecasting, Management, Process Improvement, Product Marketing, Project Management, Relationship Management, Risk Management, Strategy, Team Leadership, Visio, SDLC, Vendor Management, Finance, Data Warehousing, Leadership, Requirements Analysis, Analysis, Business Strategy, Commercial Banking, Financial Modeling, Strategic Planning
Education
Rutgers Graduate School of Management
MBA, Supply Chain Management
University of Bombay
MS, Computer Science
University of Bombay
BS, Physics
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase October 2013 - October 2014
JPMorgan Chase 2012 - October 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2006 - 2010
TD Ameritrade 2005 - 2006
Paragon 1995 - 2005
Skills
Analytics, Banking, Business Analysis, Business Intelligence, CRM, Financial Analysis, Financial Services, Forecasting, Management, Process Improvement, Product Marketing, Project Management, Relationship Management, Risk Management, Strategy, Team Leadership, Visio, SDLC, Vendor Management, Finance, Data Warehousing, Leadership, Requirements Analysis, Analysis, Business Strategy, Commercial Banking, Financial Modeling, Strategic Planning
Education
Rutgers Graduate School of Management
MBA, Supply Chain Management
University of Bombay
MS, Computer Science
University of Bombay
BS, Physics
Brian Peister's TD Ameritrade Experience March 2010 - August 2010
Job Senior Manager, Cybersecurity & Privacy Services at Protiviti
Industry Computer & Network Security
Experience
Protiviti January 2015 - Present
Prudential Financial April 2013 - January 2015
MetLife June 2011 - March 2013
ActiveHealth Management October 2010 - April 2011
Alliance Bank August 2010 - September 2010
TD Ameritrade March 2010 - August 2010
Comcast May 2009 - December 2009
Pivot Point Security January 2009 - March 2009
Deloitte October 2006 - November 2008
AT&T July 2004 - October 2006
Skills
Information Security, Security, Information Security..., Computer Security, Cloud Computing, Business Continuity, Network Security, ISO 27001, Disaster Recovery, Risk Assessment, IT Strategy, Cloud Security, Vulnerability Management, Firewalls, SaaS, Web Application Security, Security Management, PCI DSS, Project Management, HIPAA, Security Architecture..., Risk Management, Vulnerability Assessment, CISSP, Maturity Models, IT Management, Security Awareness, COBIT, Policy, Penetration Testing, Compliance, Information Assurance, Payment Industry, Business Continuity..., ITIL, GRC, Threat Modeling, Security Policy, Architecture Frameworks, Security Strategy, Visionary and Innovator, Regulatory Compliance, SAMM(Software Assurance..., BSIMM
Education
University of Bridgeport 1981 — 1986
BS, Management Information Systems
Cigital 2010 — 2010
Advanced Threat Modeling Workshop
Rutgers University-New Brunswick 2008 — 2008
Computer Forensics
Solartech, 1999 — 1999
MCP Certified Windows NT 4.0 Workstation and Server
Protiviti January 2015 - Present
Prudential Financial April 2013 - January 2015
MetLife June 2011 - March 2013
ActiveHealth Management October 2010 - April 2011
Alliance Bank August 2010 - September 2010
TD Ameritrade March 2010 - August 2010
Comcast May 2009 - December 2009
Pivot Point Security January 2009 - March 2009
Deloitte October 2006 - November 2008
AT&T July 2004 - October 2006
Skills
Information Security, Security, Information Security..., Computer Security, Cloud Computing, Business Continuity, Network Security, ISO 27001, Disaster Recovery, Risk Assessment, IT Strategy, Cloud Security, Vulnerability Management, Firewalls, SaaS, Web Application Security, Security Management, PCI DSS, Project Management, HIPAA, Security Architecture..., Risk Management, Vulnerability Assessment, CISSP, Maturity Models, IT Management, Security Awareness, COBIT, Policy, Penetration Testing, Compliance, Information Assurance, Payment Industry, Business Continuity..., ITIL, GRC, Threat Modeling, Security Policy, Architecture Frameworks, Security Strategy, Visionary and Innovator, Regulatory Compliance, SAMM(Software Assurance..., BSIMM
Education
University of Bridgeport 1981 — 1986
BS, Management Information Systems
Cigital 2010 — 2010
Advanced Threat Modeling Workshop
Rutgers University-New Brunswick 2008 — 2008
Computer Forensics
Solartech, 1999 — 1999
MCP Certified Windows NT 4.0 Workstation and Server
Raj Bhaskar's TD Ameritrade Experience January 2005 - Present
Job
Industry Computer Software
Experience
TD Ameritrade January 2005 - Present
Education
Rider University 2011 — 2012
EMBA
New York Institute of Finance 2010 — 2010
Certificate, Brokerage Operations
Sri Jayachamarajendra College of Engineering 1989 — 1993
Bachelor of Engineering, Electronics and Communications
TD Ameritrade January 2005 - Present
Education
Rider University 2011 — 2012
EMBA
New York Institute of Finance 2010 — 2010
Certificate, Brokerage Operations
Sri Jayachamarajendra College of Engineering 1989 — 1993
Bachelor of Engineering, Electronics and Communications
Daniel Bozzo's TD Ameritrade Experience 1996 - 2006
Job VP at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management April 2006 - Present
TD AMERITRADE 1996 - 2006
Skills
Order Management..., Fixed Income, Equities, Bloomberg, Risk Management, Financial Services, Trading, Financial Markets, Investments, Options, Derivatives, Capital Markets, Hedge Funds, Trading Systems, Series 63, Securities, Management, Financial Risk, Portfolio Management, Finance, Prime Brokerage
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
New York Life Investment Management April 2006 - Present
TD AMERITRADE 1996 - 2006
Skills
Order Management..., Fixed Income, Equities, Bloomberg, Risk Management, Financial Services, Trading, Financial Markets, Investments, Options, Derivatives, Capital Markets, Hedge Funds, Trading Systems, Series 63, Securities, Management, Financial Risk, Portfolio Management, Finance, Prime Brokerage
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
Rick Smith, PMP's TD Ameritrade Experience May 2012 - September 2012
Job PMO, BPO / ITO, & IT Service Delivery Leader
Industry Information Technology and Services
Experience
American International Group October 2012 - Present
TD Ameritrade May 2012 - September 2012
IBM Global Services September 2010 - April 2012
Hess Corporation August 2008 - April 2009
Control Point Solutions October 2006 - May 2008
MCI International/Verizon Business April 2004 - July 2006
MCI International/Verizon Business October 2003 - July 2006
Verizon Business January 1989 - July 2006
DRM January 1999 - January 2006
BDPA NJ 1994 - 2001
Skills
Telecommunications, MS Project, Cross-functional Team..., Disaster Recovery, ITIL, Visio, IT Strategy, Outsourcing, SDLC, Process Improvement, Project Management, Analysis, Business Analysis, Visual Basic, Microsoft SQL Server, Data Center, Management, Business Process, Software Development, CRM, Databases, IT Management, Software Documentation, Service Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1986
Bachelor's Degree
RUTGERS UNIVERSITY
Bachelors of Arts
American International Group October 2012 - Present
TD Ameritrade May 2012 - September 2012
IBM Global Services September 2010 - April 2012
Hess Corporation August 2008 - April 2009
Control Point Solutions October 2006 - May 2008
MCI International/Verizon Business April 2004 - July 2006
MCI International/Verizon Business October 2003 - July 2006
Verizon Business January 1989 - July 2006
DRM January 1999 - January 2006
BDPA NJ 1994 - 2001
Skills
Telecommunications, MS Project, Cross-functional Team..., Disaster Recovery, ITIL, Visio, IT Strategy, Outsourcing, SDLC, Process Improvement, Project Management, Analysis, Business Analysis, Visual Basic, Microsoft SQL Server, Data Center, Management, Business Process, Software Development, CRM, Databases, IT Management, Software Documentation, Service Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1986
Bachelor's Degree
RUTGERS UNIVERSITY
Bachelors of Arts
Ali Kazan's TD Ameritrade Experience July 2007 - May 2009
Job OWNER at KAZAN INVESTMENT PROPERTIES
Industry Retail
Experience
KAZAN INVESTMENT PROPERTIES LLC March 2015 - Present
SHOE DEZIGNS April 2011 - Present
PNC Investments April 2010 - April 2011
TD Ameritrade July 2007 - May 2009
Merrill Lynch December 2005 - July 2007
Skills
RUNNING MY OWN SHOW ((:, Business Decision Making, Import Logistics, Fashion Design, Investment Properties
Education
Rutgers University – Camden 2000 — 2004
Manor House Beirut Lebanon 1996 — 2000
High School
KAZAN INVESTMENT PROPERTIES LLC March 2015 - Present
SHOE DEZIGNS April 2011 - Present
PNC Investments April 2010 - April 2011
TD Ameritrade July 2007 - May 2009
Merrill Lynch December 2005 - July 2007
Skills
RUNNING MY OWN SHOW ((:, Business Decision Making, Import Logistics, Fashion Design, Investment Properties
Education
Rutgers University – Camden 2000 — 2004
Manor House Beirut Lebanon 1996 — 2000
High School
Belinda Tsui's TD Ameritrade Experience August 2006 - September 2007
Job Manager
Industry Financial Services
Experience
EisnerAmper LLP September 2007 - Present
TD Ameritrade August 2006 - September 2007
HSBC Securities Inc August 2005 - August 2006
TD Waterhouse June 1999 - August 2005
Skills
Finance, Investments, Financial Services, Mutual Funds, Series 63, Risk Management, Financial Analysis, Securities, Series 7, Wealth Management, Strategic Financial...
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelors, Marketing, Chinese
EisnerAmper LLP September 2007 - Present
TD Ameritrade August 2006 - September 2007
HSBC Securities Inc August 2005 - August 2006
TD Waterhouse June 1999 - August 2005
Skills
Finance, Investments, Financial Services, Mutual Funds, Series 63, Risk Management, Financial Analysis, Securities, Series 7, Wealth Management, Strategic Financial...
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelors, Marketing, Chinese
Taher Saif's TD Ameritrade Experience July 2004 - Present
Job Senior Systems Analyst
Industry Financial Services
Experience
TD Ameritrade July 2004 - Present
Helios and Matheson NA January 2005 - July 2010
TD Ameritrade 2004 - 2007
Makro Technologies Inc 2004 - 2004
Mellon Financial 2004 - 2004
Skills
SDLC, Java Enterprise Edition, Agile Methodologies, Java, Web Services, Software Development, Requirements Analysis, SOA, Requirements Gathering, Oracle, Visio, XML, Business Analysis, Integration, Enterprise Architecture, Business Intelligence, Unix, Data Warehousing, Solution Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2004
Master of Science (MS), Computer Engineering
University of Mumbai 1997 — 2001
BE, Engineering
TD Ameritrade July 2004 - Present
Helios and Matheson NA January 2005 - July 2010
TD Ameritrade 2004 - 2007
Makro Technologies Inc 2004 - 2004
Mellon Financial 2004 - 2004
Skills
SDLC, Java Enterprise Edition, Agile Methodologies, Java, Web Services, Software Development, Requirements Analysis, SOA, Requirements Gathering, Oracle, Visio, XML, Business Analysis, Integration, Enterprise Architecture, Business Intelligence, Unix, Data Warehousing, Solution Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2004
Master of Science (MS), Computer Engineering
University of Mumbai 1997 — 2001
BE, Engineering
Bryan Joslin's TD Ameritrade Experience August 2002 - December 2005
Job Fed Readiness Program Manager at AIG
Industry Financial Services
Experience
AIG July 2012 - Present
Morgan Stanley March 2007 - July 2012
Citi December 2005 - March 2007
TD Ameritrade August 2002 - December 2005
Merrill Lynch November 2000 - March 2002
Prudential December 1995 - November 2000
Skills
PMO, SDLC, Fixed Income, Business Analysis, Vendor Management
Education
Stevens Institute of Technology 2004 — 2006
MBA
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Rutgers University-New Brunswick
BS, Finance
AIG July 2012 - Present
Morgan Stanley March 2007 - July 2012
Citi December 2005 - March 2007
TD Ameritrade August 2002 - December 2005
Merrill Lynch November 2000 - March 2002
Prudential December 1995 - November 2000
Skills
PMO, SDLC, Fixed Income, Business Analysis, Vendor Management
Education
Stevens Institute of Technology 2004 — 2006
MBA
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Rutgers University-New Brunswick
BS, Finance
Susanne Naso, MBA's TD Ameritrade Experience November 2014 - Present
Job Senior Analyst, Regulatory Oversight Reviews at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade April 2010 - November 2014
TD Wealth Management Services Inc. December 2008 - April 2010
CIS Partners March 2008 - June 2008
The Haverford Trust Company February 1998 - March 2008
Skills
Series 7, Series 24, Series 66, Wealth Management, FINRA
Education
University of Notre Dame 1992 — 1996
Saint Joseph's University
MBA, Management
TD Ameritrade November 2014 - Present
TD Ameritrade April 2010 - November 2014
TD Wealth Management Services Inc. December 2008 - April 2010
CIS Partners March 2008 - June 2008
The Haverford Trust Company February 1998 - March 2008
Skills
Series 7, Series 24, Series 66, Wealth Management, FINRA
Education
University of Notre Dame 1992 — 1996
Saint Joseph's University
MBA, Management
Lawrence Tiankee's TD Ameritrade Experience February 2008 - Present
Job EPM at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade February 2008 - Present
Helios and Matheson North America December 2006 - Present
MetLife November 2007 - January 2008
Bank of New York Mellon December 2006 - September 2007
Sentron August 2000 - November 2006
Main Fine USA September 2003 - July 2005
Education
Rutgers University-New Brunswick 1995 — 2000
TD Ameritrade February 2008 - Present
Helios and Matheson North America December 2006 - Present
MetLife November 2007 - January 2008
Bank of New York Mellon December 2006 - September 2007
Sentron August 2000 - November 2006
Main Fine USA September 2003 - July 2005
Education
Rutgers University-New Brunswick 1995 — 2000
Craig McCann's TD Ameritrade Experience 2002 - Present
Job Director of Information Services at investools
Industry Information Technology and Services
Experience
TD Ameritrade 2002 - Present
investools December 2002 - January 2009
Visual Networks February 2000 - January 2002
RWB Advisory Services, Inc. August 1998 - February 2000
Assante 1997 - 2000
Banta Global Turnkey October 1996 - August 1998
Skills
Linux, Active Directory, Cisco Technologies
Education
Masters Institute 1998 — 2001
Systems Administration
SaddleBack College 1995 — 1997
Computer Science
TD Ameritrade 2002 - Present
investools December 2002 - January 2009
Visual Networks February 2000 - January 2002
RWB Advisory Services, Inc. August 1998 - February 2000
Assante 1997 - 2000
Banta Global Turnkey October 1996 - August 1998
Skills
Linux, Active Directory, Cisco Technologies
Education
Masters Institute 1998 — 2001
Systems Administration
SaddleBack College 1995 — 1997
Computer Science
Hon Ko's TD Ameritrade Experience February 2007 - June 2007
Job Lead IT Business Analyst
Industry Information Technology and Services
Experience
(A Leading Global Financial Services Firm) January 2015 - Present
(A Leading Global Financial Services Firm) October 2011 - December 2014
TDAmeritrade June 2008 - October 2011
IBM June 2007 - December 2007
TD Ameritrade February 2007 - June 2007
JPMorgan Chase June 2004 - February 2007
Viecore February 2001 - June 2004
Safety-Kleen October 1994 - November 2000
Skills
Production Support, SQL, Speech Recognition, Troubleshooting, Application Design, Application Development, IVR, Java, JavaScript, XML, SQL Server, Business Analysis, JSP, Windows, HTML, Programming, Access, Software Development, Testing, Web Services, Change Management, Data Analysis, Oracle SQL, Quality Assurance, Agile, PL/SQL, MySQL, Requirements Analysis, SharePoint, Visio, Tomcat, Eclipse, SDLC, Crystal Reports, Oracle, Microsoft SQL Server, Agile Methodologies, Unix, Software Project..., Databases, Quality Center, Requirements Gathering, Test Planning, Business Requirements, Integration, Telecommunications, Data Warehousing, DB2, Visual Basic, Software Documentation
Education
Chubb 2000 — 2001
Certificate, Information Technology Consulting
Rutgers University-New Brunswick 1989 — 1994
BS, Chemical Engineering
(A Leading Global Financial Services Firm) January 2015 - Present
(A Leading Global Financial Services Firm) October 2011 - December 2014
TDAmeritrade June 2008 - October 2011
IBM June 2007 - December 2007
TD Ameritrade February 2007 - June 2007
JPMorgan Chase June 2004 - February 2007
Viecore February 2001 - June 2004
Safety-Kleen October 1994 - November 2000
Skills
Production Support, SQL, Speech Recognition, Troubleshooting, Application Design, Application Development, IVR, Java, JavaScript, XML, SQL Server, Business Analysis, JSP, Windows, HTML, Programming, Access, Software Development, Testing, Web Services, Change Management, Data Analysis, Oracle SQL, Quality Assurance, Agile, PL/SQL, MySQL, Requirements Analysis, SharePoint, Visio, Tomcat, Eclipse, SDLC, Crystal Reports, Oracle, Microsoft SQL Server, Agile Methodologies, Unix, Software Project..., Databases, Quality Center, Requirements Gathering, Test Planning, Business Requirements, Integration, Telecommunications, Data Warehousing, DB2, Visual Basic, Software Documentation
Education
Chubb 2000 — 2001
Certificate, Information Technology Consulting
Rutgers University-New Brunswick 1989 — 1994
BS, Chemical Engineering
Darrell Rainey's TD Ameritrade Experience May 2005 - Present
Job Infrastructure Analyst(SCM) at TD Ameritrade Corp
Industry Financial Services
Experience
TD Ameritrade May 2005 - Present
Skills
Unix, Agile Methodologies, SDLC, Microsoft Office, Process Improvement, Clearcase/Multisite...
Education
Saint Joseph's University 1986 — 1988
TD Ameritrade May 2005 - Present
Skills
Unix, Agile Methodologies, SDLC, Microsoft Office, Process Improvement, Clearcase/Multisite...
Education
Saint Joseph's University 1986 — 1988
Jon Patullo's TD Ameritrade Experience March 2006 - Present
Job Managing Director, Technology Product Management at TD AMERITRADE
Industry Financial Services
Experience
TD AMERITRADE March 2006 - Present
TD Waterhouse Securities July 1996 - 2006
Skills
Investments, Series 63, Product Management, Risk Management, Securities, Series 7, Equities, Financial Services, Program Management, Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Management, Investment Advisory, Alternative Investments, Portfolio Management, Retirement Planning, Fixed Income, Options
Education
Rider University 1990 — 1993
TD AMERITRADE March 2006 - Present
TD Waterhouse Securities July 1996 - 2006
Skills
Investments, Series 63, Product Management, Risk Management, Securities, Series 7, Equities, Financial Services, Program Management, Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Management, Investment Advisory, Alternative Investments, Portfolio Management, Retirement Planning, Fixed Income, Options
Education
Rider University 1990 — 1993
Cheryl Jones's TD Ameritrade Experience December 2013 - Present
Job Sr. Manager, Digital Marketing at TD Ameritrade Institutional
Industry Marketing and Advertising
Experience
TD Ameritrade December 2013 - Present
UBS Financial Services Inc. July 2003 - September 2011
Prudential 1999 - July 2003
Prudential Investments November 1996 - December 1999
Prudential Mutual Fund Services 1991 - 1996
Skills
Digital Marketing, Integrated Marketing, Online Advertising, Email Marketing, Marketing Communications, Digital Strategy, Social Media Marketing, Direct Marketing, Interactive Marketing, Web Analytics, Marketing Strategy, Leadership Development, Brand Development, Business Development, Marketing, Marketing Management, Advertising, Brand Management, Entrepreneurship, Google Analytics, CRM, Online Marketing, Social Media, Mobile Marketing, Brand Awareness, Financial Services, Strategic Partnerships, User Experience, Product Marketing, Multi-channel Marketing, Management, Leadership, Strategy, Analytics, Web Marketing, E-commerce, SEM, B2B Marketing, Segmentation
Education
Rutgers, The State University of New Jersey-New Brunswick
mini-MBA Digital Marketing
University of Pennsylvania - The Wharton School 2007 — 2009
SII Program, Securities Industry Institute
Stockton University 1984 — 1988
BA, Business-Marketing
TD Ameritrade December 2013 - Present
UBS Financial Services Inc. July 2003 - September 2011
Prudential 1999 - July 2003
Prudential Investments November 1996 - December 1999
Prudential Mutual Fund Services 1991 - 1996
Skills
Digital Marketing, Integrated Marketing, Online Advertising, Email Marketing, Marketing Communications, Digital Strategy, Social Media Marketing, Direct Marketing, Interactive Marketing, Web Analytics, Marketing Strategy, Leadership Development, Brand Development, Business Development, Marketing, Marketing Management, Advertising, Brand Management, Entrepreneurship, Google Analytics, CRM, Online Marketing, Social Media, Mobile Marketing, Brand Awareness, Financial Services, Strategic Partnerships, User Experience, Product Marketing, Multi-channel Marketing, Management, Leadership, Strategy, Analytics, Web Marketing, E-commerce, SEM, B2B Marketing, Segmentation
Education
Rutgers, The State University of New Jersey-New Brunswick
mini-MBA Digital Marketing
University of Pennsylvania - The Wharton School 2007 — 2009
SII Program, Securities Industry Institute
Stockton University 1984 — 1988
BA, Business-Marketing
Svetlana Bilsky's TD Ameritrade Experience October 1997 - April 2000
Job Consultant Relations at Polen Capital Management
Industry Investment Management
Experience
Polen Capital Management February 2005 - Present
RCM 2000 - 2005
RCM Capital Management June 2000 - December 2004
TD Ameritrade October 1997 - April 2000
Education
Rutgers University-New Brunswick 1993 — 1997
Polen Capital Management February 2005 - Present
RCM 2000 - 2005
RCM Capital Management June 2000 - December 2004
TD Ameritrade October 1997 - April 2000
Education
Rutgers University-New Brunswick 1993 — 1997
Sonia Soyka's TD Ameritrade Experience October 1999 - June 2004
Job Business Analyst at MDSL
Industry Telecommunications
Experience
MDSL April 2010 - Present
Rivermine June 2008 - February 2010
Avotus Corporation June 2004 - June 2008
TD Ameritrade October 1999 - June 2004
Skills
Telecommunications
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
MDSL April 2010 - Present
Rivermine June 2008 - February 2010
Avotus Corporation June 2004 - June 2008
TD Ameritrade October 1999 - June 2004
Skills
Telecommunications
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
David Kelley's TD Ameritrade Experience July 2008 - March 2011
Job Chief Operating Officer at Investview
Industry Financial Services
Experience
Investview, Inc. August 2012 - Present
TD Ameritrade July 2008 - March 2011
TD Ameritrade July 2007 - July 2008
TD Ameritrade June 2006 - July 2007
Merrill Lynch January 2002 - December 2006
Merrill Lynch January 2001 - January 2002
Merrill Lynch January 1996 - January 2001
Merrill Lynch January 1993 - January 1996
Merrill Lynch September 1986 - January 1993
Skills
Financial Services, Risk Management, Vendor Management, Outsourcing, Business Analysis, Portfolio Management, IT Strategy, Change Management, Program Management, Series 7, Equities, Back Office, Relationship Management, Executive Management, Fixed Income, Mergers, Business Strategy, Securities, Process Improvement, Strategic Planning
Education
Rider University 1989 — 1991
Master of Business Administration (M.B.A.), Finance
Rider University 1979 — 1982
Bachelor of Science (B.S.), Accounting and Computer Science
Investview, Inc. August 2012 - Present
TD Ameritrade July 2008 - March 2011
TD Ameritrade July 2007 - July 2008
TD Ameritrade June 2006 - July 2007
Merrill Lynch January 2002 - December 2006
Merrill Lynch January 2001 - January 2002
Merrill Lynch January 1996 - January 2001
Merrill Lynch January 1993 - January 1996
Merrill Lynch September 1986 - January 1993
Skills
Financial Services, Risk Management, Vendor Management, Outsourcing, Business Analysis, Portfolio Management, IT Strategy, Change Management, Program Management, Series 7, Equities, Back Office, Relationship Management, Executive Management, Fixed Income, Mergers, Business Strategy, Securities, Process Improvement, Strategic Planning
Education
Rider University 1989 — 1991
Master of Business Administration (M.B.A.), Finance
Rider University 1979 — 1982
Bachelor of Science (B.S.), Accounting and Computer Science
Hudson Turner's TD Ameritrade Experience August 2011 - September 2012
Job Individual Consultant at TIAACREF
Industry Retail
Experience
TIAA-CREF September 2012 - Present
TD Ameritrade August 2011 - September 2012
StoneEagle February 2010 - July 2011
Michaels Stores, Inc. December 2005 - January 2011
Crystal Clear Window Washing August 1999 - December 2005
Skills
Financial Reporting
Education
Southern Methodist University 2002 — 2004
B.S., Economics with Finance Applications
Richland Community College 1999 — 2002
Associates, Business Studies
TIAA-CREF September 2012 - Present
TD Ameritrade August 2011 - September 2012
StoneEagle February 2010 - July 2011
Michaels Stores, Inc. December 2005 - January 2011
Crystal Clear Window Washing August 1999 - December 2005
Skills
Financial Reporting
Education
Southern Methodist University 2002 — 2004
B.S., Economics with Finance Applications
Richland Community College 1999 — 2002
Associates, Business Studies
Mitchel Dolobowsky's TD Ameritrade Experience 2008 - December 2011
Job Vice President at Situational Awareness
Industry Information Technology and Services
Experience
TD Ameritrade 2008 - December 2011
Township of Lakewood NJ January 1998 - December 2003
Skills
Risk Assessment, Requirements Analysis, Business Analysis, Vendor Management, Risk Management, Program Management, Financial Services, Disaster Recovery, IT Strategy, Enterprise Architecture, Governance, Project Portfolio..., Information Security..., Process Improvement, Business Continuity, PMP, Business Process..., Contract Negotiation, Labor Contract..., Quality Certification, Quality Assurance, Project Management, Outsourcing, Information Technology, Security, PMO, Management, Information Security, Integration, IT Management, Requirements Gathering, Project Planning, Business Process, Resource Management, Visio, Business Intelligence, Agile Project Management, Software Project..., Business Requirements, SharePoint, ITIL
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1974
Bachelor of Arts (B.A.), Chemistry
TD Ameritrade 2008 - December 2011
Township of Lakewood NJ January 1998 - December 2003
Skills
Risk Assessment, Requirements Analysis, Business Analysis, Vendor Management, Risk Management, Program Management, Financial Services, Disaster Recovery, IT Strategy, Enterprise Architecture, Governance, Project Portfolio..., Information Security..., Process Improvement, Business Continuity, PMP, Business Process..., Contract Negotiation, Labor Contract..., Quality Certification, Quality Assurance, Project Management, Outsourcing, Information Technology, Security, PMO, Management, Information Security, Integration, IT Management, Requirements Gathering, Project Planning, Business Process, Resource Management, Visio, Business Intelligence, Agile Project Management, Software Project..., Business Requirements, SharePoint, ITIL
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1974
Bachelor of Arts (B.A.), Chemistry
Paul Surowiec's TD Ameritrade Experience January 2001 - August 2011
Job Managing Director at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade August 2012 - Present
TD Ameritrade Institutional August 2011 - August 2012
TD AMERITRADE January 2001 - August 2011
TD Waterhouse September 1993 - February 2001
Education
Rider University 1988 — 1992
Bachelor's degree, Accounting
TDAmeritrade August 2012 - Present
TD Ameritrade Institutional August 2011 - August 2012
TD AMERITRADE January 2001 - August 2011
TD Waterhouse September 1993 - February 2001
Education
Rider University 1988 — 1992
Bachelor's degree, Accounting
Lawrence Wasserman, CFA's TD Ameritrade Experience December 2012 - July 2015
Job Senior Manager, Head of Due Diligence & Investment Oversight for the Amerivest Managed Solutions Program
Industry Financial Services
Experience
TD Ameritrade December 2012 - July 2015
UBS Financial Services Inc. August 2009 - December 2012
Morgan Stanley Smith Barney, LLC June 2007 - August 2009
Panda Financial Associates, Inc. April 1998 - June 2007
PANDA Investment Advisors, Inc. December 1998 - December 2004
PaineWebber August 1996 - March 1998
Skills
Asset Allocation, Series 7, Chartered Financial..., Tactical Asset..., Investment Manager..., PSN, Series 66, Morningstar Direct, Liquid Alternatives, Financial Services, Investments, Mutual Funds, Asset Management, Equities, Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Investment Management, Series 24, Uniform Combined State..., Financial Advisory, Hedge Funds, Options, Investment Advisory, Due Diligence, ETFs, Bloomberg, Investment Strategies, Securities, Risk Management, Management
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
MBA, Finance
Tulane University 1983 — 1987
BA, Economics
TD Ameritrade December 2012 - July 2015
UBS Financial Services Inc. August 2009 - December 2012
Morgan Stanley Smith Barney, LLC June 2007 - August 2009
Panda Financial Associates, Inc. April 1998 - June 2007
PANDA Investment Advisors, Inc. December 1998 - December 2004
PaineWebber August 1996 - March 1998
Skills
Asset Allocation, Series 7, Chartered Financial..., Tactical Asset..., Investment Manager..., PSN, Series 66, Morningstar Direct, Liquid Alternatives, Financial Services, Investments, Mutual Funds, Asset Management, Equities, Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Investment Management, Series 24, Uniform Combined State..., Financial Advisory, Hedge Funds, Options, Investment Advisory, Due Diligence, ETFs, Bloomberg, Investment Strategies, Securities, Risk Management, Management
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
MBA, Finance
Tulane University 1983 — 1987
BA, Economics
Steve Hannon's TD Ameritrade Experience August 2008 - Present
Job MD Technology at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade August 2008 - Present
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, Linux, IT Strategy, SOA, Enterprise Architecture, Project Management, Agile Methodologies
Education
Rutgers University-New Brunswick
TD Ameritrade August 2008 - Present
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, Linux, IT Strategy, SOA, Enterprise Architecture, Project Management, Agile Methodologies
Education
Rutgers University-New Brunswick
Merrick Lardizabal's TD Ameritrade Experience May 2005 - June 2007
Job Staffing Manager at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting March 2015 - Present
Bridgepoint Education July 2012 - March 2015
HD Supply Facilities Maintenance July 2007 - July 2012
TD Ameritrade May 2005 - June 2007
Citigroup - Citi June 2003 - April 2005
College Loan Corporation April 2000 - October 2002
Educational Finance Group July 1997 - March 2000
Wells Fargo Bank September 1995 - April 1998
Wells Fargo Bank July 1995 - September 1995
Sears, Roebuck & Co June 1989 - December 1991
Skills
Managerial Experience, SAP, Cash Handling, Microsoft Office, Data Entry, Remittances, 10 Key, Attention To Detail, Team Leadership, Conducting Interviews, Lockbox, Management, Forecasting, Analysis, Training, Accounts Receivable, Leadership, Financial Analysis, Microsoft Excel, Customer Service, Process Improvement
Education
Ashford University
Bachelor's Degree, Organizational Management
San Diego State University-California State University 1992 — 1998
Sacramento City College 1989 — 1991
Associates of Arts, General Business
Robert Half Finance & Accounting March 2015 - Present
Bridgepoint Education July 2012 - March 2015
HD Supply Facilities Maintenance July 2007 - July 2012
TD Ameritrade May 2005 - June 2007
Citigroup - Citi June 2003 - April 2005
College Loan Corporation April 2000 - October 2002
Educational Finance Group July 1997 - March 2000
Wells Fargo Bank September 1995 - April 1998
Wells Fargo Bank July 1995 - September 1995
Sears, Roebuck & Co June 1989 - December 1991
Skills
Managerial Experience, SAP, Cash Handling, Microsoft Office, Data Entry, Remittances, 10 Key, Attention To Detail, Team Leadership, Conducting Interviews, Lockbox, Management, Forecasting, Analysis, Training, Accounts Receivable, Leadership, Financial Analysis, Microsoft Excel, Customer Service, Process Improvement
Education
Ashford University
Bachelor's Degree, Organizational Management
San Diego State University-California State University 1992 — 1998
Sacramento City College 1989 — 1991
Associates of Arts, General Business
Andrew Roost's TD Ameritrade Experience 2008 - Present
Job ResultsOriented, Strategic Senior Compensation and Benefits Professional
Industry Human Resources
Experience
TD Ameritrade 2008 - Present
Semler Brossy Consulting Group 2007 - 2008
Bank of New York 2007 - 2007
Johnson Associates 2000 - 2006
Skills
Performance Management, Financial Modeling, Mergers & Acquisitions, Organizational..., Deferred Compensation, Tax, Incentive Programs, Mergers
Education
Rutgers University-New Brunswick 1992 — 1996
BS, Finance
TD Ameritrade 2008 - Present
Semler Brossy Consulting Group 2007 - 2008
Bank of New York 2007 - 2007
Johnson Associates 2000 - 2006
Skills
Performance Management, Financial Modeling, Mergers & Acquisitions, Organizational..., Deferred Compensation, Tax, Incentive Programs, Mergers
Education
Rutgers University-New Brunswick 1992 — 1996
BS, Finance
Jason Celentano's TD Ameritrade Experience August 2009 - August 2013
Job VP Administrative Manager
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
TD Ameritrade August 2009 - August 2013
Fidelity Investments October 2007 - February 2009
TD Ameritrade 1997 - 2006
Skills
Wealth Management, Uniform Combined State..., Team Building, Strategic Financial..., Series 7, Series 63, Series 24, Securities, Mutual Funds, Investments, Investment Advisory, Financial Services, Financial Planning, Equities, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1995
BS, Finance
Merrill Lynch August 2013 - Present
TD Ameritrade August 2009 - August 2013
Fidelity Investments October 2007 - February 2009
TD Ameritrade 1997 - 2006
Skills
Wealth Management, Uniform Combined State..., Team Building, Strategic Financial..., Series 7, Series 63, Series 24, Securities, Mutual Funds, Investments, Investment Advisory, Financial Services, Financial Planning, Equities, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1995
BS, Finance
Wendy (Kollarik) Gatarz's TD Ameritrade Experience April 2013 - Present
Job Manager, Client Marketing at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade April 2013 - Present
Prudential Financial January 2010 - April 2013
Prudential Financial March 2009 - January 2010
Galvanek & Wahl September 2007 - March 2009
New Line Cinema January 2007 - May 2007
UMDNJ- Office of Business & Finance May 2006 - January 2007
Victoria's Secret July 2005 - January 2006
Skills
Copywriting, Direct Mail, Press Releases, Art Direction, Production Management, Marketing Project..., Event Marketing, Marketing Strategy, Digital Marketing
Education
Rutgers University-New Brunswick
B.S., Marketing, French
TD Ameritrade April 2013 - Present
Prudential Financial January 2010 - April 2013
Prudential Financial March 2009 - January 2010
Galvanek & Wahl September 2007 - March 2009
New Line Cinema January 2007 - May 2007
UMDNJ- Office of Business & Finance May 2006 - January 2007
Victoria's Secret July 2005 - January 2006
Skills
Copywriting, Direct Mail, Press Releases, Art Direction, Production Management, Marketing Project..., Event Marketing, Marketing Strategy, Digital Marketing
Education
Rutgers University-New Brunswick
B.S., Marketing, French
Dan Trainor's TD Ameritrade Experience October 2012 - Present
Job Relationship Manager, Designated Brokerage Services at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
Adam Sciuto's TD Ameritrade Experience October 2008 - Present
Job Client Services Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
N/A 2001 - 2008
Skills
Marketing, Real Estate, Securities, Sales, Series 7, Series 66
Education
Sacred Heart University 1991 — 1992
TD Ameritrade October 2008 - Present
N/A 2001 - 2008
Skills
Marketing, Real Estate, Securities, Sales, Series 7, Series 66
Education
Sacred Heart University 1991 — 1992
Kathy Gunn's TD Ameritrade Experience April 2013 - Present
Job Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Bank of America January 2005 - November 2011
Merrill Lynch January 2000 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Expense Management, Corporate Management, Business Analysis, Strategic Planning, Cognos, Business Intelligence, Budgeting, Change Management, Analysis, Mutual Funds, Forecasting, Financial Modeling, Corporate Finance, Securities, Team Leadership, Microsoft Office 2007, Oracle Financials, SQL, Management, Strategy, Finance, Investments, Wealth Management, Analytics, Cross-functional Team..., Financial Services
Education
Rider University
Bachelor of Science, Accounting
TD Ameritrade April 2013 - Present
Bank of America January 2005 - November 2011
Merrill Lynch January 2000 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Expense Management, Corporate Management, Business Analysis, Strategic Planning, Cognos, Business Intelligence, Budgeting, Change Management, Analysis, Mutual Funds, Forecasting, Financial Modeling, Corporate Finance, Securities, Team Leadership, Microsoft Office 2007, Oracle Financials, SQL, Management, Strategy, Finance, Investments, Wealth Management, Analytics, Cross-functional Team..., Financial Services
Education
Rider University
Bachelor of Science, Accounting
James Cuevas's TD Ameritrade Experience October 2014 - Present
Job Senior Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
E*TRADE Financial Corporation June 2012 - October 2014
E*TRADE Financial March 2011 - June 2012
E*TRADE Financial December 2008 - March 2011
E*TRADE Financial December 2007 - December 2008
E*TRADE Financial February 2007 - December 2007
Computershare March 2005 - February 2007
Hennion & Walsh June 2004 - January 2005
Konsyl Pharmacueticals July 2003 - January 2004
Skills
Series 7, Finance, Investments, Financial Services, Securities, Mutual Funds
Education
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
TD Ameritrade October 2014 - Present
E*TRADE Financial Corporation June 2012 - October 2014
E*TRADE Financial March 2011 - June 2012
E*TRADE Financial December 2008 - March 2011
E*TRADE Financial December 2007 - December 2008
E*TRADE Financial February 2007 - December 2007
Computershare March 2005 - February 2007
Hennion & Walsh June 2004 - January 2005
Konsyl Pharmacueticals July 2003 - January 2004
Skills
Series 7, Finance, Investments, Financial Services, Securities, Mutual Funds
Education
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
Gary Ambrosino's TD Ameritrade Experience October 2008 - June 2011
Job Contractor Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch January 2014 - Present
Investview Inc August 2012 - October 2013
Bank of America July 2011 - May 2012
TD Ameritrade October 2008 - June 2011
TD Ameritrade October 2008 - December 2010
Merrill Lynch June 2006 - September 2008
Merrill Lynch February 2003 - June 2006
Merrill Lynch January 2002 - December 2004
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 2000 - December 2001
Skills
PMO, CDS, Program Management, Equities, SDLC, Business Continuity, Financial Services, Outsourcing, IT Management, PMP, Risk Management, Electronic Trading, Vendor Management, Business Analysis, Change Management, IT Strategy, Fixed Income, Leadership, Enterprise Architecture, Business Process..., Project Portfolio..., SOA, Trading Systems, Governance, Portfolio Management, Management, Series 7, Derivatives, Business Intelligence, Investment Banking, Prime Brokerage, Software Project..., Capital Markets, Securities, Market Data, Credit Derivatives, Back Office, Options
Education
Chubb Institute
Application Development
Rider University
Finance, General
Bank of America - Merrill Lynch January 2014 - Present
Investview Inc August 2012 - October 2013
Bank of America July 2011 - May 2012
TD Ameritrade October 2008 - June 2011
TD Ameritrade October 2008 - December 2010
Merrill Lynch June 2006 - September 2008
Merrill Lynch February 2003 - June 2006
Merrill Lynch January 2002 - December 2004
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 2000 - December 2001
Skills
PMO, CDS, Program Management, Equities, SDLC, Business Continuity, Financial Services, Outsourcing, IT Management, PMP, Risk Management, Electronic Trading, Vendor Management, Business Analysis, Change Management, IT Strategy, Fixed Income, Leadership, Enterprise Architecture, Business Process..., Project Portfolio..., SOA, Trading Systems, Governance, Portfolio Management, Management, Series 7, Derivatives, Business Intelligence, Investment Banking, Prime Brokerage, Software Project..., Capital Markets, Securities, Market Data, Credit Derivatives, Back Office, Options
Education
Chubb Institute
Application Development
Rider University
Finance, General
Darryl Siemer's TD Ameritrade Experience 2000 - 2007
Job Sr Vice President of Investments at GunnAllen Financial
Industry Financial Services
Experience
GunnAllen Financial Sr Vp of InvestmentsTD Ameritrade2000 - 2007
TD Ameritrade 2000 - 2007
Education
University of Tampa - John H. Sykes College of Business 1988 — 2005
Rollins College 1988 — 2002
GunnAllen Financial Sr Vp of InvestmentsTD Ameritrade2000 - 2007
TD Ameritrade 2000 - 2007
Education
University of Tampa - John H. Sykes College of Business 1988 — 2005
Rollins College 1988 — 2002
Omar Hatab's TD Ameritrade Experience November 2013 - July 2015
Job Investment Professional
Industry Financial Services
Experience
Resource America July 2015 - Present
TD Ameritrade November 2013 - July 2015
Merrill Lynch February 2010 - November 2013
John Thomas Financial December 2008 - January 2010
Skills
Fixed Income, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Portfolio Management, Investments, Bloomberg, Bonds, Options, FINRA, Equity Trading, Series 65, Wealth Management..., Risk Management
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Economics
Resource America July 2015 - Present
TD Ameritrade November 2013 - July 2015
Merrill Lynch February 2010 - November 2013
John Thomas Financial December 2008 - January 2010
Skills
Fixed Income, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Portfolio Management, Investments, Bloomberg, Bonds, Options, FINRA, Equity Trading, Series 65, Wealth Management..., Risk Management
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Economics
Chiji Uzo's TD Ameritrade Experience 2010 - 2013
Job Solutions Architect at Amazon Web Services
Industry Financial Services
Experience
Amazon Web Services January 2014 - Present
amhCard Inc 2013 - November 2013
TD Ameritrade 2010 - 2013
Credit Suisse 2009 - 2010
Merrill Lynch 2007 - 2009
Bank Austria New York 1990 - 1995
Skills
Banking, Mobile Devices, Enterprise Architecture, Payments, SDLC, Investment Banking, IT Strategy, Business Analysis, Vendor Management, Risk Management, Integration, Solution Architecture
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance & Applied Statistics
University of Benin
BS, Economics & Statistics
Amazon Web Services January 2014 - Present
amhCard Inc 2013 - November 2013
TD Ameritrade 2010 - 2013
Credit Suisse 2009 - 2010
Merrill Lynch 2007 - 2009
Bank Austria New York 1990 - 1995
Skills
Banking, Mobile Devices, Enterprise Architecture, Payments, SDLC, Investment Banking, IT Strategy, Business Analysis, Vendor Management, Risk Management, Integration, Solution Architecture
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance & Applied Statistics
University of Benin
BS, Economics & Statistics
Jonathan Olver's TD Ameritrade Experience September 2014 - Present
Job Manager, Tradeshow Events at TD Ameritrade
Industry Media Production
Experience
TD Ameritrade September 2014 - Present
GreenPearl Events April 2013 - September 2014
Informa January 2013 - April 2013
Informa May 2011 - December 2012
Informa May 2009 - May 2011
Informa May 2007 - May 2009
Informa January 2007 - May 2007
Skills
Wealth Management, Conference Production, Research, Business Development, Marketing Communications, Management, Leadership, Event Management, Market Research, Public Speaking, Time Management, Public Relations, Sales, Marketing, Marketing Strategy
Education
Royal Holloway, University of London 2005 — 2006
Master's Degree, Geography & Politics, Cum Laude
Royal Holloway, U. of London 2002 — 2005
Bachelor's Degree, Geography & Politics, Magna Cum Laude
Guildford County School 1995 — 2001
TD Ameritrade September 2014 - Present
GreenPearl Events April 2013 - September 2014
Informa January 2013 - April 2013
Informa May 2011 - December 2012
Informa May 2009 - May 2011
Informa May 2007 - May 2009
Informa January 2007 - May 2007
Skills
Wealth Management, Conference Production, Research, Business Development, Marketing Communications, Management, Leadership, Event Management, Market Research, Public Speaking, Time Management, Public Relations, Sales, Marketing, Marketing Strategy
Education
Royal Holloway, University of London 2005 — 2006
Master's Degree, Geography & Politics, Cum Laude
Royal Holloway, U. of London 2002 — 2005
Bachelor's Degree, Geography & Politics, Magna Cum Laude
Guildford County School 1995 — 2001
Chris Gumbs's TD Ameritrade Experience March 2007 - September 2009
Job Sr. Manager Global Insight
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals March 2014 - Present
Teva Pharmaceuticals March 2013 - March 2014
Teva Specialty Pharmaceuticals October 2011 - March 2013
Teva Neuroscience September 2009 - October 2011
TD Ameritrade March 2007 - September 2009
Hallmark Cards 2002 - 2007
Skills
Forecasting, Business Development, Market Research, Finance, Cross-functional Team..., Competitive Analysis, Pharmaceutical Industry, Pharmaceutical Sales, Product Launch, Strategy, Strategic Planning, Sales Operations, Analytics, Business Planning, Essbase, Financial Analysis, Leadership, Management, Market Analysis, Marketing Strategy, Process Improvement, Selling
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (MBA), EMBA
Rockhurst University 2000 — 2003
Bachelor of Science, Finance/Economics
Teva Pharmaceuticals March 2014 - Present
Teva Pharmaceuticals March 2013 - March 2014
Teva Specialty Pharmaceuticals October 2011 - March 2013
Teva Neuroscience September 2009 - October 2011
TD Ameritrade March 2007 - September 2009
Hallmark Cards 2002 - 2007
Skills
Forecasting, Business Development, Market Research, Finance, Cross-functional Team..., Competitive Analysis, Pharmaceutical Industry, Pharmaceutical Sales, Product Launch, Strategy, Strategic Planning, Sales Operations, Analytics, Business Planning, Essbase, Financial Analysis, Leadership, Management, Market Analysis, Marketing Strategy, Process Improvement, Selling
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (MBA), EMBA
Rockhurst University 2000 — 2003
Bachelor of Science, Finance/Economics
Jack Planchard's TD Ameritrade Experience April 2010 - June 2012
Job President of JSR Advisors LLC at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
David Scordato's TD Ameritrade Experience April 2011 - December 2011
Job Regional Sales Manager at PNC
Industry Investment Management
Experience
PNC January 2014 - Present
E*TRADE Financial January 2012 - January 2014
TD Ameritrade April 2011 - December 2011
Citizens Bank March 2008 - April 2011
HSBC 1998 - 2005
Dreyfus 1989 - 1998
Education
Rutgers, The State University of New Jersey-Newark
PNC January 2014 - Present
E*TRADE Financial January 2012 - January 2014
TD Ameritrade April 2011 - December 2011
Citizens Bank March 2008 - April 2011
HSBC 1998 - 2005
Dreyfus 1989 - 1998
Education
Rutgers, The State University of New Jersey-Newark
Ryan Beckman's TD Ameritrade Experience August 2011 - October 2011
Job Sales and Marketing
Industry Information Technology and Services
Experience
TD Ameritrade August 2011 - October 2011
Campus DJs September 2009 - May 2011
St. John's University August 2007 - May 2011
Best Buy June 2009 - August 2009
Best Buy May 2009 - August 2009
FedEx Corporation May 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Photoshop, Mac OS, Market Research, Final Cut Pro, Flash, Troubleshooting, Social Media, Marketing, Analysis, Facebook
Education
St. John's University 2007 — 2011
Bachelor of Arts, Management
TD Ameritrade August 2011 - October 2011
Campus DJs September 2009 - May 2011
St. John's University August 2007 - May 2011
Best Buy June 2009 - August 2009
Best Buy May 2009 - August 2009
FedEx Corporation May 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Photoshop, Mac OS, Market Research, Final Cut Pro, Flash, Troubleshooting, Social Media, Marketing, Analysis, Facebook
Education
St. John's University 2007 — 2011
Bachelor of Arts, Management
Sonny Singh's TD Ameritrade Experience May 2010 - Present
Job Senior Security Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
ING March 2006 - May 2010
CitiStreet December 2001 - March 2006
Hewlett-Packard January 2001 - October 2001
Merck July 1999 - December 2000
Education
Rutgers University-New Brunswick 1997 — 1999
BS with Honors, Computer Science
TD Ameritrade May 2010 - Present
ING March 2006 - May 2010
CitiStreet December 2001 - March 2006
Hewlett-Packard January 2001 - October 2001
Merck July 1999 - December 2000
Education
Rutgers University-New Brunswick 1997 — 1999
BS with Honors, Computer Science
Kedar Burra's TD Ameritrade Experience August 2008 - March 2010
Job Sr. Consultant at Capco
Industry Financial Services
Experience
Capco August 2014 - Present
Barclays Wealth and Investment Management October 2013 - July 2014
Bank of America October 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - October 2012
TD Ameritrade August 2008 - March 2010
VIN Microtek Solutions, Inc November 2005 - December 2006
24-7 Inc. 2005 - 2006
Satyam Computer Services Ltd September 2003 - October 2005
Skills
Microsoft Project, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Agile & Waterfall..., Full SDLC, Quality Center, Oracle SQL, C++ Language, MS Project, Business Analysis, Integration, Process Improvement, PMP, SDLC
Education
Rochester Institute of Technology 2007 — 2009
MBA, Banking, Corporate, Finance, and Securities Law
MVSR Engineering College, Osmania University 2000 — 2005
Bachelor of Engineering, Mechanical Engineering
Capco August 2014 - Present
Barclays Wealth and Investment Management October 2013 - July 2014
Bank of America October 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - October 2012
TD Ameritrade August 2008 - March 2010
VIN Microtek Solutions, Inc November 2005 - December 2006
24-7 Inc. 2005 - 2006
Satyam Computer Services Ltd September 2003 - October 2005
Skills
Microsoft Project, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Agile & Waterfall..., Full SDLC, Quality Center, Oracle SQL, C++ Language, MS Project, Business Analysis, Integration, Process Improvement, PMP, SDLC
Education
Rochester Institute of Technology 2007 — 2009
MBA, Banking, Corporate, Finance, and Securities Law
MVSR Engineering College, Osmania University 2000 — 2005
Bachelor of Engineering, Mechanical Engineering
Yuchen Xun's TD Ameritrade Experience August 2012 - December 2014
Job Computer and Physcial Sciences Instructor at Archmere Academy
Industry Primary/Secondary Education
Experience
Archmere Academy December 2014 - Present
TD Ameritrade August 2012 - December 2014
The Walt Disney Company August 2013 - January 2014
Bank of China July 2013 - August 2013
Education
Saint Joseph's University 2015 — 2017
Master of Science (M.S.)
University of Delaware 2010 — 2014
Bachelor of Arts (B.A.)
Archmere Academy December 2014 - Present
TD Ameritrade August 2012 - December 2014
The Walt Disney Company August 2013 - January 2014
Bank of China July 2013 - August 2013
Education
Saint Joseph's University 2015 — 2017
Master of Science (M.S.)
University of Delaware 2010 — 2014
Bachelor of Arts (B.A.)
Valiere Simpson's TD Ameritrade Experience April 2010 - Present
Job Director Retail Brokerage Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2010 - Present
Merrill Lynch January 1994 - April 2010
Skills
Wealth Management, Financial Services, Risk Management, Securities, Equities, Management, Portfolio Management, Series 7, Series 63, Series 24, Series 4, Series 3, Corporate Actions, Trade Settlement...
Education
Rider University
TD Ameritrade April 2010 - Present
Merrill Lynch January 1994 - April 2010
Skills
Wealth Management, Financial Services, Risk Management, Securities, Equities, Management, Portfolio Management, Series 7, Series 63, Series 24, Series 4, Series 3, Corporate Actions, Trade Settlement...
Education
Rider University
Travis Mood's TD Ameritrade Experience January 2004 - September 2013
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2004 - September 2013
TD Ameritrade 2004 - 2013
West Corporation April 1997 - August 2003
Skills
Brokers, Brokerage, Trading, Employee Training, Training Facilitation, FINRA, Series 7, series 66, Series 24, series 4
Education
Rice University 1987 — 1993
Bachelor of Science (BS), English Language and Literature/Letters
TD Ameritrade January 2004 - September 2013
TD Ameritrade 2004 - 2013
West Corporation April 1997 - August 2003
Skills
Brokers, Brokerage, Trading, Employee Training, Training Facilitation, FINRA, Series 7, series 66, Series 24, series 4
Education
Rice University 1987 — 1993
Bachelor of Science (BS), English Language and Literature/Letters
Jacqueline Gibson's TD Ameritrade Experience June 2011 - June 2012
Job Project Manager
Industry Banking
Experience
City National Bank of New Jersey July 2012 - January 2014
TD Ameritrade June 2011 - June 2012
Sun Microsystems March 1999 - June 2007
Skills
Software Project..., Relationship Management, Banking, Project Management, Online banking, Vendor Management, Project Coordination, MS Project, Ms Visio, MS Excel Pivot Tables, Systems Engineering, IT Solutions, Channel, Sales, Pre/Post Sales Engineers, Marketing, Pharmaceutical Industry, Salesforce.com, Computer Hardware, Channel Sales, Microsoft Project, SDLC, Visio, Team Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
Systems Engineering/Project Management
City National Bank of New Jersey July 2012 - January 2014
TD Ameritrade June 2011 - June 2012
Sun Microsystems March 1999 - June 2007
Skills
Software Project..., Relationship Management, Banking, Project Management, Online banking, Vendor Management, Project Coordination, MS Project, Ms Visio, MS Excel Pivot Tables, Systems Engineering, IT Solutions, Channel, Sales, Pre/Post Sales Engineers, Marketing, Pharmaceutical Industry, Salesforce.com, Computer Hardware, Channel Sales, Microsoft Project, SDLC, Visio, Team Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick
Systems Engineering/Project Management
Paul McBean's TD Ameritrade Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Nationstar Mortgage 2011 - 2014
Citi Mortgage 2009 - 2011
TD Ameritrade 2006 - 2008
Fidelity Investments 2005 - 2006
AIM Invesco 1997 - 2004
Skills
Finance
Education
Ryerson University
Project Management
Wilfrid Laurier University
Bachelor of Arts (BA), Sociology
Nationstar Mortgage 2011 - 2014
Citi Mortgage 2009 - 2011
TD Ameritrade 2006 - 2008
Fidelity Investments 2005 - 2006
AIM Invesco 1997 - 2004
Skills
Finance
Education
Ryerson University
Project Management
Wilfrid Laurier University
Bachelor of Arts (BA), Sociology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.