TD Ameritrade

Industry: Financial services company

Description

TD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,

TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

TD Ameritrade Employees

Employee
Years
Job
Industry
Jacob Hanika Jacob Hanika Greater Omaha Area Details
Jacob Hanika's TD Ameritrade Experience October 2014 - Present
Job Corporate Audit, CPA Candidate
Industry Accounting
Experience
TD Ameritrade   October 2014 - Present

Education
Baker University   2014 — 2015
Master of Business Administration (M.B.A.), Accounting

Dana College   2006 — 2010
B.A., Business

Waukee High School   2002 — 2006
High School

David Wulfsberg David Wulfsberg Dallas/Fort Worth Area Details
David Wulfsberg's TD Ameritrade Experience July 2013 - June 2015
Job Financial Professional Alternative Investments
Industry Financial Services
Experience
TD Ameritrade   July 2013 - June 2015
Northwestern Mutual  May 2012 - May 2013
Baylor University  August 2009 - May 2013

Skills
Public Speaking, Microsoft Excel, Risk Analysis, Relationship Managment, Alternative Investments, Market Research, Directed Client..., Management, PowerPoint, Investments, Microsoft Office, Research, Microsoft Word, Sales, Marketing, Leadership, Teamwork, Finance, Strategic Planning, Economics, Customer Service

Education
Baylor University - Hankamer School of Business   2009 — 2013
BBA, Economics

Dennis Holinka Dennis Holinka Greater New York City Area Details
Dennis Holinka's TD Ameritrade Experience 2012 - 2013
Job Fortune 500 Company Insurance & Financial Services
Industry Information Technology and Services
Experience
AIG  2014 - 2015
Chubb Insurance  2014 - 2014
TD Ameritrade   2012 - 2013
AXA Technology Services  2008 - 2012
AXA Equitable  2005 - 2008
American International Group (AIG) / DBG   2003 - 2005
American International Group (AIG) / DBG   1999 - 2003

Skills
Enterprise Architecture, IT Strategy, SDLC, Solution Architecture, SOA, Integration, Cloud Computing, Architecture, IT Management, Vendor Management, Databases, ITIL, Software Development, Enterprise Software, Oracle, TOGAF, Agile Methodologies, Project Portfolio..., Project Management, Technical Architecture, Governance, Outsourcing, Application Architecture, Requirements Gathering, Process Improvement, DB2, Management, Requirements Analysis, Unix, Change Management, PMO, Software Project..., Data Center, Testing, .NET, Strategy, PMP, System Architecture, SaaS, Java Enterprise Edition, IT Service Management, Disaster Recovery, Business Intelligence, SQL, Data Warehousing, ETL, XML, Java, Web Applications, PL/SQL

Education
Penn State University   2014 — 2015
Graduate Certificate, Enterprise Architecture

Pace University   2001 — 2003
Master of Science (MS), Computer Science

Baruch College   1995 — 1998
Bachelor of Business Administration (BBA), Computer Information Systems

PROFESSIONAL DEVELOPMENT & CERTIFICATION

Daniel Reichart Daniel Reichart Indianapolis, Indiana Area Details
Daniel Reichart's TD Ameritrade Experience 2006 - 2008
Job Financial Advisor | President and COO at Evia Investment Advisors
Industry Investment Management
Experience
Evia Investment Advisors   April 2014 - Present
OneAmerica  March 2008 - March 2014
TD Ameritrade   2006 - 2008
Simmons  2005 - 2006
A.G. Edwards   2003 - 2005
Charles Schwab  1990 - 2002
Unified Management   1988 - 1990

Education
Ball State University
MBA

Indiana University
Bachelor of Arts (BA), History

University of Wisconsin-La Crosse

Burlington High School   1978 — 1982

Sarika Patel Sarika Patel Greater Boston Area Details
Sarika Patel's TD Ameritrade Experience April 2011 - September 2011
Job Commodity/Supplier Specialist at EMC
Industry Logistics and Supply Chain
Experience
EMC  July 2014 - Present
EMC  July 2013 - June 2014
Office of Multicultural and International Education at Babson College   September 2012 - May 2013
Boston Scientific  May 2012 - August 2012
New England Student Services   March 2012 - May 2012
TD Ameritrade   April 2011 - September 2011
Staples  May 2011 - August 2011
Strix Systems  May 2010 - August 2010
Sibridge Technologies  May 2010 - August 2010

Skills
PowerPoint, Word, Access, Minitab, Excel, Matlab, SAP, RQM, Microsoft Excel, Leadership, Data Analysis, Microsoft Word, Forecasting, Time Management, Vendor Relationships, Cross Functional Team..., Marketing, Cross-functional..., Supply Chain Management, Management, Team Building, Supplier Evaluation, Team Leadership, Teamwork, Dependable Team Player, Supplier Negotiation, Vendor Management

Education
Babson College   2009 — 2013
BS, Business Administration (concentration in Quantitative Methods/Supply Chain Management)

California High School   2005 — 2009
High School

Oleg Polonsky Oleg Polonsky Brooklyn, New York Details
Oleg Polonsky's TD Ameritrade Experience 2007 - 2008
Job
Industry Real Estate
Experience
Abacus Properties   December 2014 - Present
Abacus Properties   February 2013 - December 2014
Amerihomes Realty of New York   August 2011 - January 2013
Polonsky Consulting, L.L.C.   April 2010 - December 2012
Oleg Polonsky   October 2008 - April 2010
TD Ameritrade   2007 - 2008
Wachovia Bank  September 2005 - January 2007
Wachovia  2005 - 2006
TD Waterhouse  February 2004 - August 2005

Skills
Investments, Portfolio Management, Real Estate, Real Estate Negotiating, Co-ops, Equities, Banking, Mutual Funds, Finance, Loans, Leadership, Russian, Listings, Residential Homes, Investment Properties, Sellers, Real Estate Transactions, Negotiation, Management, Buyers, First Time Home Buyers, Sales, Condos, Investors

Education
City University of New York-Baruch College   2009 — 2011
Bachelor of Business Administration (BBA)

Specialized English School #14 in Moscow, Russia   1985 — 1987

Pace University

Carrie Schroeder Carrie Schroeder Omaha, Nebraska Details
Carrie Schroeder's TD Ameritrade Experience October 2012 - Present
Job Sr. Manager, Data Analytics at TD Ameritrade
Industry Banking
Experience
TD Ameritrade   October 2012 - Present
Bank of the West  September 2011 - September 2012
First National Bank of Omaha  January 2007 - September 2011
First National Bank of Omaha  August 2001 - January 2007
First National Bank of Omaha  November 2000 - August 2001
First National Bank of Omaha  January 1997 - November 2000

Skills
Banking, Internal Audit, Internal Controls, Auditing, Credit, Retail Banking, Data Analytics, Business Objects, IT Audit, Enterprise Risk..., Financial Analysis, Risk Management, Financial Services, Operational Risk, Analysis, Risk Assessment, Management, Finance, Financial Risk, Fraud, Sarbanes-Oxley Act, Operational Risk...

Education
UNO   1998 — 2000
BSBA, Finance & Banking

Bellevue University   1996 — 1998
Accounting

Matt Catron, CRPC Matt Catron, CRPC Galveston, Texas Details
Matt Catron, CRPC's TD Ameritrade Experience December 2008 - October 2013
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  November 2013 - Present
TD Ameritrade   December 2008 - October 2013
Ameriprise Financial Advisors  August 2006 - December 2008
Ameristar Casino  April 2000 - August 2003

Skills
Series 7, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Asset Managment, Investment Strategies, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds, Risk Management, Investment Advisory, Equities, Investment Management, Financial Analysis, Retirement, Series 66, Uniform Combined State...

Education
University of Houston-Victoria   2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior

Texas A&M University at Galveston   2003 — 2005

Iowa Western   2000 — 2003
Associate, Radio Communication

Ball State University   1996 — 1998

Dave Matthews Dave Matthews Dallas/Fort Worth Area Details
Dave Matthews's TD Ameritrade Experience October 2012 - Present
Job Regional Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2012 - Present
TD Ameritrade   October 2010 - October 2012

Skills
Series 63, Series 7, Series 24, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Retirement, Separately Managed..., FINRA, Investments, Securities, Managed Money, Relationship Management, Portfolio Management, ETFs, Asset Allocation, Equities, Strategic Financial..., Financial Services, Financial Advisory, Asset Managment, IRAs, Investment Strategies, Wealth, Banking, Loans, Credit, Risk Management, Sales Management, Cross Selling, Salesforce.com, Branch Management

Education
Austin College

Amy McCormick Amy McCormick La Quinta, California Details
Amy McCormick's TD Ameritrade Experience November 2007 - March 2013
Job
Industry Government Administration
Experience
City of La Quinta  May 2015 - Present
City of La Quinta  March 2013 - Present
TD Ameritrade   November 2007 - March 2013
TD Ameritrade   July 2006 - November 2007
TD Ameritrade   July 2004 - July 2006
Commercial Federal Bank  January 2003 - July 2004
Spherion  April 2000 - December 2001
Enterprise Rent-A-Car  November 1999 - April 2000
ClubCorp  April 1997 - November 1999

Skills
Hyperion, Oracle Financials, AS400, SDLC, Waterfall, Yardi, Kronos Timekeeping, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, MS Excel Pivot Tables, MS Project, POS, RSA Security, Hyperion Enterprise, Vlookup, Pivot Tables, Requirements Analysis, Requirements Gathering, Financial Analysis, Financial Modeling, Corporate Identity, Demand Forecasting, Operating Budgets, Payroll, Accounts Payable, Accounts Receivable, Accounting, Balance Sheet Review, General Ledger, Process Flow..., Use Case, Business Analysis, Finance, Business Process, Financial Reporting, Account Reconciliation, Budgets, Analysis, Forecasting, Microsoft Project

Education
Bellevue University   2007 — 2010
Master of Business Administration

University of Nebraska-Lincoln   1990 — 1996
BSBA

Jason A. Gould, CFA Jason A. Gould, CFA Dallas/Fort Worth Area Details
Jason A. Gould, CFA's TD Ameritrade Experience March 2007 - January 2009
Job Fixed Income Trader at Traditum Group
Industry Investment Management
Experience
Traditum Group  February 2015 - Present
Gould Capital LLC   June 2014 - January 2015
Ashford Investment Management   October 2010 - May 2014
Baylor University  January 2010 - May 2010
Southwest Securities  June 2009 - August 2009
TD Ameritrade   March 2007 - January 2009

Skills
Bloomberg, Economics, Valuation, Asset Allocation, Securities, Financial Analysis, Hedge Funds, Options, Equities, Portfolio Management, Investments, Bonds, Financial Modeling, Risk Management

Education
Baylor University - Hankamer School of Business   2009 — 2010
MBA, Finance

Baylor University - Hankamer School of Business   2002 — 2006
BBA, Economics

Erik Noll Erik Noll Greater Seattle Area Details
Erik Noll's TD Ameritrade Experience October 2009 - December 2011
Job Sr Unit Manager at Capital One Investing
Industry Financial Services
Experience
Capital One Investing  March 2014 - Present
Signator Financial Services   October 2013 - January 2014
Symetra Investment Services  September 2012 - September 2013
TD Ameritrade   October 2009 - December 2011
TD Ameritrade   September 2007 - October 2009
TD Ameritrade   August 2005 - September 2007
TD Ameritrade   June 2004 - August 2005
TD Ameritrade   November 2000 - June 2004
TD Ameritrade   January 1999 - November 2000
TD Ameritrade   May 1997 - January 1999

Skills
Process Improvement, Business Analysis, Operational Risk..., Data Analysis, MS Office Suite, SnagIt, Series 7, Series 63, Series 24, Series 55, Series 99, Excel, Mutual Funds, Securities, Equities, FINRA, Risk Management, Problem Solving, Analysis, Microsoft Office, Team Leadership, Team Building, Strategic Planning, Sarbanes-Oxley, Database Management, Databases, Data Mining, Microsoft Excel, Back Office, Management, Leadership, Trading, Program Management, Financial Services, Mergers & Acquisitions, Financial Risk, Training, Wealth Management

Education
Bellevue University   1999 — 2000
Masters, Leadership

University of Nebraska at Omaha   1995 — 1996
BS, Economics

Culver Military Academy   1984 — 1987
High School, High School

Erin Pierson, MBA Erin Pierson, MBA Greater Chicago Area Details
Erin Pierson, MBA's TD Ameritrade Experience October 2012 - Present
Job Senior Trader Block Desk at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2012 - Present
TD Ameritrade   August 2011 - September 2012
TD Ameritrade   September 2008 - August 2011
TD Ameritrade   February 2006 - September 2008
TD Ameritrade   September 2005 - February 2006
Applied Underwriters  September 2003 - September 2005
Applied Underwriters  November 2002 - September 2003
Applied Underwriters  January 2002 - November 2002
USBank  January 1999 - December 2001

Skills
Options, Equities, Trading, Series 7, Securities, Risk Management, Series 24, FINRA, Series 63, Equity Trading, Analysis, Uniform Combined State..., Investments, ETFs, Trading Systems, Excel, PowerPoint, Microsoft Excel, Management, Electronic Trading, Series 66, Series 55, Series 4, Trading Strategies, Series 3

Education
Bellevue University   2004 — 2008
MBA, Finance

Iowa State University   1997 — 2001
B.S., Psychology

Herb Harden Herb Harden Greater Omaha Area Details
Herb Harden's TD Ameritrade Experience March 2008 - September 2009
Job User Experience (UX) Specialist at Nebraska Book Company, Inc.
Industry Internet
Experience
Nebraska Book Company, Inc.   May 2011 - Present
Neebo.com / Nebraska Book Co.   May 2013 - February 2014
Digital House Interactive Agency   2009 - 2011
TD Ameritrade   March 2008 - September 2009
imc2  2007 - 2007
Blockbuster  2006 - 2007
Verizon  2006 - 2006
The Nebraska Medical Center  2005 - 2006
Oriental Trading Company  2004 - 2005
Mutual of Omaha  2001 - 2004

Skills
User Experience, SEO, Web Design, E-commerce, Email Marketing, Google Adwords, Digital Strategy, Interaction Design, Digital Marketing, WordPress, E-commerce SEO, E-commerce Consulting, CSS, Interactive Marketing, Internet Marketing, HTML, E-Consumer Behavior, Google Adwords..., SEM, Online Marketing, CMS, Marketing, Social Media Marketing

Education
Bellevue University   2010 — 2011
Bachelor's, Marketing Management

Metropolitan Community College   2007 — 2009
Associates, Web Development

Kristen Sides Kristen Sides Greater Atlanta Area Details
Kristen Sides's TD Ameritrade Experience August 2012 - October 2014
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   August 2012 - October 2014
Willis  January 2012 - August 2012
Prudential Financial  April 2010 - December 2011
State Farm Insurance  May 2009 - April 2010
New York Life Insurance Company  May 2007 - May 2009

Skills
Series 7, Series 66, Series 63, Series 6, Financial Services, Sales, Retirement Planning, Investments, Brokers, Life Insurance, Property & Casualty..., Insurance, Disability Insurance, Long-term Care, Retirement, 401k, Health Insurance, Term Life Insurance, Fixed Annuities, Commercial Insurance, Risk Management, Mutual Funds, Finance

Education
Auburn University, College of Business   2003 — 2007
Bachlors, Marketing

Richard Walter Richard Walter Hattiesburg, Mississippi Area Details
Richard Walter's TD Ameritrade Experience September 2011 - April 2014
Job Senior Trainer at SchoolStatus
Industry Computer Software
Experience
SchoolStatus   August 2014 - Present
TD Ameritrade   September 2011 - April 2014
TD Ameritrade   October 2007 - September 2011
TD Ameritrade   December 2006 - September 2007

Skills
Options, Series 24, Trading, Corporate Training, Customer Product..., Development & delivery..., Series 63, Equities, FINRA, Series 7, Securities, Uniform Combined State..., Electronic Trading, Investments, Mutual Funds, Investment Strategies, ETFs, Asset Allocation, Investment Advisory, Wealth Management, Financial Markets

Education
Baylor University   2001 — 2006
BA, Russian Language, Slavic and Eastern European Studies, Computer Science

Voronezh State University   2004 — 2005
Certificate, Russian Language

Lauryn Slone, CPA Lauryn Slone, CPA Atlanta, Georgia Details
Lauryn Slone, CPA's TD Ameritrade Experience May 2010 - August 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  September 2012 - June 2014
PwC  January 2011 - March 2011
TD Ameritrade   May 2010 - August 2010

Skills
Accounting, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Auditing, Public Speaking, Financial Accounting, Social Media, GAAP, SEC filings, Internal Controls, CPA, Sarbanes-Oxley Act, External Audit

Education
The University of Texas at Austin - The Red McCombs School of Business   2011 — 2012
Master in Professional Accounting, Financial Reporting and Assurance, Managerial Accounting and Control

Auburn University   2007 — 2011
Bachelor of Science in Business Administration, Accountancy

High School

Eugene Kerdman Eugene Kerdman New York, New York Details
Eugene Kerdman's TD Ameritrade Experience July 2010 - October 2011
Job Lead Infrastructure and Automation Architect at The Blackstone Group
Industry Information Technology and Services
Experience
The Blackstone Group  October 2011 - Present
TD Ameritrade   July 2010 - October 2011
Alphaserve Technologies  April 2010 - July 2010
Lightspeed Connections   June 2008 - April 2010

Skills
VMware, Virtualization, VMware ESX, Servers, vSphere, Powershell, Cisco UCS, Data Center, VMware Infrastructure, Storage, Active Directory, Windows Server, NetApp, SQL, Technical Support, Cisco Nexus, Hardware, DevOps, Git, PaaS, IaaS, Private Cloud, Automation

Education
Baruch College, City University of New York (CUNY)
BBA, Finance and Investments

Howard Possick Howard Possick Columbia, Maryland Details
Howard Possick's TD Ameritrade Experience June 2001 - Present
Job Senior Deputy General Counsel at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2001 - Present
Arent Fox  1976 - 2001
VISTA  July 1970 - June 1971

Skills
Litigation Management, Litigation, FINRA Arbitrations, Corporate Law, Securities, Securities Regulation, Corporate Governance, Mergers & Acquisitions, Due Diligence, Financial Services, FINRA, Joint Ventures, Intellectual Property, Bankruptcy, Arbitration, Private Equity

Education
Cornell University   1966 — 1970
BA; College of Arts & Sciences

Babson College - Franklin W. Olin Graduate School of Business   1971 — 1973
Master of Business Administration (MBA)

University of Miami School of Law   1973 — 1976
Doctor of Law (JD), Magna Cum Laude

Erin Endress Erin Endress Greater Omaha Area Details
Erin Endress's TD Ameritrade Experience 1998 - 1999
Job Marketing Coordinator
Industry Law Practice
Experience
Baird Holm LLP  February 2010 - Present
Community 360°   2000 - Present
Baird Holm LLP  February 2008 - February 2010
TD Ameritrade   1998 - 1999
First Data Corporation  1994 - 1998

Skills
Project Management, CRM, Marketing, Project Planning, Event Planning, Microsoft Excel, Marketing Communications, Outlook, Coaching, Public Relations, Social Networking, Training, Microsoft Office, Customer Service, Business Development, Team Leadership, Budgets, Management

Education
Bellevue University   1997 — 1998
BS, Business Management

Sireka Melton Sireka Melton Birmingham, Alabama Area Details
Sireka Melton's TD Ameritrade Experience July 2015 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 2015 - Present
BB&T  April 2012 - June 2015
Merrill Lynch  September 2011 - April 2012
Morgan Stanley  October 2009 - September 2011
GE, Consumer & Industrial   2002 - 2008

Skills
Management, Leadership, Customer Service, Finance, Strategic Planning, Banking, Process Improvement, Sales, Financial Analysis, Loans

Education
University of Louisville   2002 — 2004
MBA, Business

Auburn University   1995 — 1999
B.A., Public Relations

Auburn High School

Pearlyn Christian, PMP Pearlyn Christian, PMP Greater New York City Area Details
Pearlyn Christian, PMP's TD Ameritrade Experience November 2013 - Present
Job Senior Project Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   November 2013 - Present
Citigroup  February 2009 - October 2013
Citigroup  February 2007 - February 2009
Citigroup  October 2004 - February 2007
Citigroup  June 2003 - October 2004
Computer Troubleshooters  July 2002 - May 2003

Skills
Problem Solving, Project Implementation, Process Improvement, Systems Analysis, User Acceptance Testing, System Migration, Project Management, SDLC, ITIL Process..., ITIL v3 Foundations..., UAT coordination, Application Lifecycle..., Service-Now, Troubleshooting, Business Analysis, Integration, ITIL, Business Process..., Solution Implementation, PMP, Business Continuity, Requirements Analysis, Business Process, Technical Support, Software Project..., Requirements Gathering, IT Operations, IT Strategy, Incident Management, Information Technology, Leadership, Management, Disaster Recovery, Vendor Management, IT Management, Infrastructure, Analysis, SharePoint, Enterprise Architecture, IT Service Management

Education
Baruch College, City University of New York (CUNY)   1999 — 2004
BBA, Computer Information Systems / Graphic Arts Design

Christine Hughey Christine Hughey Chicago, Illinois Details
Christine Hughey's TD Ameritrade Experience January 2010 - March 2012
Job Director, Marketing at OptionsHouse
Industry Marketing and Advertising
Experience
OptionsHouse  March 2015 - Present
Creighton University  August 2014 - February 2015
Creighton University  May 2013 - July 2014
The Mutual Fund Store  May 2012 - December 2012
TD Ameritrade   January 2010 - March 2012
TD Ameritrade   June 2008 - December 2009
TD Ameritrade   December 2005 - May 2008
TD Ameritrade   October 2000 - November 2005

Skills
Digital Marketing, Digital Strategy, Online Marketing, Marketing, SEO, Direct Marketing, Strategic Planning, Financial Services, Email Marketing, Multi-channel Marketing, Omniture, E-commerce, Integrated Marketing, Segmentation, Web Analytics, Online Advertising, Management, Analytics, Interactive Marketing, SEM, Marketing Strategy, Relationship Management, Budgets, Leadership, Customer Acquisition, Google Analytics, Database Marketing, Content Strategy, Strategy, CRM, Lead Generation, Team Leadership, Project Planning, Mobile Marketing, Business Development, Brand Marketing, Conversion Optimization, A/B testing, Creative Strategy, Process Development, Strategic Consulting, Web Content Management, Website Development, Web Project Management, Staff Development, Agency Relations, Budget Management, Acquisition Marketing, Marketing Management, Project Implementation

Education
Bellevue University   2002 — 2004
BS, Business Administration and Management

Dave Ruoff Dave Ruoff Papillion, Nebraska Details
Dave Ruoff's TD Ameritrade Experience October 2013 - May 2015
Job IT Internal Auditor at CSG
Industry Financial Services
Experience
CSG International  June 2015 - Present
TD Ameritrade   October 2013 - May 2015
TD Ameritrade   January 2007 - July 2011
TD Ameritrade   June 2005 - January 2007
TD Ameritrade   December 2000 - June 2005

Skills
Financial Services, Enterprise Risk..., Investments, Securities, Banking, Financial Risk, SEC filings, Tax, General Ledger, Financial Statements, US GAAP, Equities, PeopleSoft, Access, IT Audit, Process Improvement, Series 63

Education
Bellevue University   2002 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations

Metropolitan Community College   2000 — 2002
Associate of Science (AS), Network and System Administration/Administrator

gage thomsen gage thomsen Greater Denver Area Details
gage thomsen's TD Ameritrade Experience December 2004 - February 2007
Job Sr. Manager Communications Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  March 2015 - Present
Jackson National Life Distributors LLC  April 2012 - March 2015
Securities America, Inc. Member FINRA/SIPC   January 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC   October 2008 - December 2009
Carson Wealth Management Group  October 2007 - September 2008
Charles Schwab  March 2007 - October 2007
TD Ameritrade   December 2004 - February 2007

Education
Bellevue University   2004 — 2007
BS, Business Administration Technical Studies

Steve Burrow Steve Burrow San Antonio, Texas Details
Steve Burrow's TD Ameritrade Experience April 2010 - October 2011
Job Director, Contact Center Supplier Management at USAA
Industry Financial Services
Experience
USAA  February 2014 - Present
Randstad  February 2012 - January 2014
TD Ameritrade   April 2010 - October 2011
TD Ameritrade   January 2006 - April 2010
TD Ameritrade   September 2003 - January 2006
TD Ameritrade   October 2000 - September 2003
TD Ameritrade   May 1999 - October 2000
Brinker International  July 1994 - May 1999
Thomas Nelson Publishers (Formerly Word, Inc.)   January 1993 - May 1994

Skills
Visio, Leadership Development, Process Improvement, Forecasting, Coaching, Customer Service, Microsoft Office, Operations Management, Training, Performance Management, Management, Call Centers, Workforce Management, Program Management, Risk Management, Human Resources, Recruiting, Business Analysis, Leadership, Strategy, Strategic Planning, Scheduling, Reporting & Analysis, Call Routing, Problem Solving, Project Management, IVR, Vendor Management, Business Strategy, Sales, Enterprise Software, Workforce Planning, Employee Relations, Business Process, Change Management, CRM, Business Process..., Talent Acquisition

Education
Baylor University   1989 — 1992
BA, Business Administration

Riverside Poly High

Derrick Mims Derrick Mims Greater Denver Area Details
Derrick Mims's TD Ameritrade Experience December 2004 - October 2005
Job Client Service Manager at Nussentials
Industry Health, Wellness and Fitness
Experience
Nussentials, Inc   January 2012 - Present
WhimSpire, Inc   November 2008 - December 2011
Fuller Theological Seminary  September 2006 - August 2008
Fuller Theological Seminary  January 2006 - August 2008
TD Ameritrade   December 2004 - October 2005

Skills
Public Speaking, Computer Setup, Computer Literate, Training & Development, Technical Training, Client Services, Telephone Skills, Telephone Support, Internet

Education
Fuller Theological Seminary   2006 — 2008
Theology

Baylor University   1992 — 1996
Bachelor of Arts, Religion/English

Patrick Bataille Patrick Bataille Greater New York City Area Details
Patrick Bataille's TD Ameritrade Experience April 2000 - September 2001
Job Financial Services Advisory at PwC
Industry Management Consulting
Experience
PwC  July 2015 - Present
Citi Markets and Securities Services   October 2012 - July 2015
Citi Markets and Securities Services   October 2011 - October 2012
Citi Markets and Securities Services   January 2010 - October 2011
Citi Markets and Securities Services   June 2008 - January 2010
Citi Markets and Securities Services   June 2006 - June 2008
Citi Transaction Services   June 2005 - June 2006
TD Ameritrade   April 2000 - September 2001
TD Ameritrade   April 1999 - April 2000
Kingsbrook Jewish Medical Center  November 1998 - April 1999

Skills
Business Analysis, Financial Services, Strategy, Risk Management, Product Management, Vendor Management, SDLC, Cross-functional Team..., Banking, Management, Program Management, Portfolio Management, Leadership, CRM, Derivatives, Trading Systems, Equities, Fixed Income, Analysis, Mergers & Acquisitions, Hedge Funds, Business Process, Alternative Investments, Business Development, Securities, Product Development, P&L Management, Operations Management, Mutual Funds, Private Equity, Strategic Planning, Fund Administration, Middle Office, Global Client Management, Distressed Debt, Global Trade Management, OTC Derivatives, Capital Markets, Project Management, Asset Management, Investment Banking, Trading, Investments

Education
City University of New York-Baruch College
Management Information Systems, General

John Jay College of Criminal Justice
Bachelor of Applied Science (B.A.Sc.), Computer Science

Xavier High School

Tarun Anand Tarun Anand Dallas/Fort Worth Area Details
Tarun Anand's TD Ameritrade Experience September 2008 - April 2012
Job Financial Solutions Advisor at USAA Financial Advisors
Industry Financial Services
Experience
USAA  July 2013 - Present
Morgan Stanley  April 2012 - April 2013
TD Ameritrade   September 2008 - April 2012
U.S. Wealth Advisors   July 2007 - February 2008
Nokia  May 1998 - June 2007
Gardiner Communications   January 1993 - May 1998

Skills
Portfolio Management, Program Management, Telecommunications, Product Management, Project Management, Risk Management, Financial Services, Integration, Strategic Financial..., Business Analysis, Vendor Management, Wireless, Business Strategy, PMP, Change Management, Requirements Analysis, Management, Business Development

Education
The University of Texas at Arlington
Master of Science, Electrical Engineering

Baylor University
Bachelor of Science, Computer Engineering

University of North Texas
Certificate Program in Personal Financial Planning

Peter Catalano Peter Catalano Greater New York City Area Details
Peter Catalano's TD Ameritrade Experience July 2013 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 2013 - Present
AXA Advisors  January 2013 - July 2013
Fitness Foundations LLC (Eminence Capital)   February 2009 - December 2012
Bear Stearns  September 2006 - November 2008
JPMorgan Chase  July 2005 - May 2006
BlackRock  March 2000 - March 2005

Education
Baruch College, City University of New York (CUNY)
Finance & Investments (Focus in Database Managament)

Greg Lembree Greg Lembree Greater Omaha Area Details
Greg Lembree's TD Ameritrade Experience March 2012 - September 2012
Job EVP, Operations & Finance
Industry Information Technology and Services
Experience
Benaissance  May 2013 - Present
TD Ameritrade   March 2012 - September 2012
TD Ameritrade   September 2010 - September 2012
Computer Research, Inc.   November 2003 - August 2010
Scottrade  April 1999 - November 2003
Brown and Co   1992 - 1999
Brown & Company Securities   1992 - 1999

Skills
FINRA Registered..., FINOP series 27, Hold Series 7, Hold Series 27, Public Speaking, Collegiate Lectures, Management

Education
Babson College   1988 — 1992
BSBA, Economics, Entrepreneurial Studies

EGHS

Ginny Townsend Ginny Townsend Sacramento, California Area Details
Ginny Townsend's TD Ameritrade Experience August 2011 - June 2012
Job CoFounder and CEO at ShipRiot LLC
Industry Marketing and Advertising
Experience
ShipRiot LLC   March 2015 - Present
Bamboo Creative, Inc   May 2013 - February 2015
Bamboo Creative, Inc   June 2012 - May 2013
TD Ameritrade   August 2011 - June 2012
TD Ameritrade   April 2008 - February 2011
Bank of Nebraska  November 2005 - April 2008
Del Rio Council for the Arts   June 2005 - September 2005

Skills
Direct Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Management, Social Media Marketing, Marketing, Lead Generation, Online Advertising, Online Marketing, Brand Awareness, Product Marketing, Digital Strategy, Project Management, B2B, Market Planning, Social Networking, Brand Development, Direct Mail, Mobile Marketing, SEM, Multi-channel Marketing, Web Analytics, Segmentation, Analytics, Campaign Management, Brand Management, Media Planning, Marketing Research, Customer Acquisition, Interactive Marketing, Advertising, PPC, Relationship Marketing, Market Research, SEO, Google Adwords

Education
Bellevue University   2005 — 2008
BS, Marketing Management

Northern Arizona University   2000 — 2003

Gonzaga University
MORGL, Organizational Leadership

Brian Kwong Brian Kwong Greater New York City Area Details
Brian Kwong's TD Ameritrade Experience July 1998 - June 2000
Job Managing Agent at Victoria Realty Group, LLC
Industry Real Estate
Experience
Victoria Realty Group, LLC   December 2004 - Present
Chinatrust Bank  2001 - 2004
TD Ameritrade   July 1998 - June 2000

Skills
Mortgage Lending, Real Estate, Investments, Real Estate Economics, Portfolio Management, Underwriting, Property, Loans

Education
SUNY New Paltz
MBA, Finance and Investment

Baruch College
BBA, Finance

Brad McCollum Brad McCollum Dallas/Fort Worth Area Details
Brad McCollum's TD Ameritrade Experience July 2013 - Present
Job Team Manager and Performance Improvement Coach at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 2013 - Present
TD Ameritrade   October 2012 - July 2013
TD Ameritrade   November 2011 - October 2012
Beijing, China  September 2009 - June 2010
Purcell   May 2008 - September 2008
Asbury Automotive Group  May 2005 - August 2005

Skills
Mandarin, Social Media, Strategic Communications, Microsoft Office, Customer Service, Training, Leadership Development

Education
Beijing Normal University   2009 — 2010
Mandarin Chinese, 4.0

University of Oklahoma   2005 — 2010
Bachelor of Science, Chinese

Jeff Wigley Jeff Wigley Dallas/Fort Worth Area Details
Jeff Wigley's TD Ameritrade Experience April 2002 - April 2007
Job Quality Assurance at AmerisourceBergen
Industry Computer Software
Experience
AmerisourceBergen  October 2013 - Present
Aprima Medical Software, Inc.   April 2007 - October 2013
TD Ameritrade   April 2002 - April 2007
DacEasy   1993 - 2001

Skills
Salesforce.com, Account Management, Sales Process, Customer Service, Process Improvement, SaaS, Team Building, HL-7, Quality Assurance, CRM, Solution Selling

Education
Baylor University   1989 — 1992
BA, History, English

Baylor University   1989 — 1992
BA, History, English

Barrett Brown Barrett Brown Greater Denver Area Details
Barrett Brown's TD Ameritrade Experience January 2009 - April 2010
Job PRIMR Developer at Accelrys
Industry Information Technology and Services
Experience
Accelrys  October 2012 - Present
Aegis Analytical  July 2010 - October 2012
TD Ameritrade   January 2009 - April 2010
Tek Systems  2010 - 2010
Wells Fargo  July 2007 - December 2008
Wells Fargo  April 2005 - June 2007
Circuit City  June 2004 - February 2005
Pro Computing   March 2004 - August 2004

Skills
Banking, Computer Hardware, Data Analysis, Series 7, Process Improvement, SQL, Databases, Business Analysis, Oracle, Process Analysis, Web Applications, Requirements Analysis

Education
Bellevue University   2007 — 2010
BS, Computer Science

Metropolitan Community College   2005 — 2007
AS, Computer Science

Patrick Bessinger Patrick Bessinger Fort Worth, Texas Details
Patrick Bessinger's TD Ameritrade Experience June 2013 - December 2014
Job Natural Gas Control
Industry Oil & Energy
Experience
J-W Energy Company  December 2014 - Present
TD Ameritrade   June 2013 - December 2014
Merrill Lynch  September 2012 - June 2013
Thrivent Financial for Lutherans  March 2012 - September 2012
JPMorgan Chase  September 2008 - March 2012

Skills
Series 7, Series 6, Series 63, ETFs, Securities, General Insurance, Investments, Salesforce.com, Financial Advisory, Personal Finance, Retail Banking, Branch Banking, Sales Process, Financial Forecasting, Morningstar, Series 65, 401k Rollovers, Portfolio Management, Wealth Management..., Financial Modeling, Investment Advisory, Financial Analysis, Retirement Planning, Mutual Funds, Wealth Management, Loans, Fixed Annuities, Investment Strategies

Education
Auburn University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Nick Skinner Nick Skinner Seattle, Washington Details
Nick Skinner's TD Ameritrade Experience May 2009 - July 2012
Job Business Development at F5 Networks
Industry Marketing and Advertising
Experience
F5 Networks  June 2015 - Present
Boeing Commercial Airplanes  September 2012 - June 2015
TD Ameritrade   May 2009 - July 2012
Microsoft  October 2008 - May 2009
Citigroup Smith Barney  January 2008 - September 2008
Waddell & Reed  2005 - 2007
United States Air Force  January 1999 - January 2003

Skills
Leadership, CRM, Business Strategy, Forecasting, Teamwork, Team Leadership, Data Analysis, Analytics, Marketing, Strategic Planning, Product Development, Business Planning, Salesforce.com, Research, Product Management, Google Analytics, Google Adwords, Project Management, Cross-functional Team..., Social Media, Direct Marketing, Microsoft Office, SaaS, Pricing Strategy, International Business, CRM databases, Negotiation, B2C Sales, Cross Functional..., Contract Negotiation, B2C marketing, Financial Modeling, Sarbanes-Oxley Act, Vendor Management, Management, Strategy, Program Management, Financial Analysis, Process Improvement, Analysis, converged infrastructure, F5 BigIP

Education
University of Washington, Michael G. Foster School of Business   2010 — 2013
Master of Business Administration (M.B.A.), Marketing and Business Strategy

Bellevue College
Bachelor of Science (B.S.), Computer Science

Central Washington University
Bachelor of Arts, Business

Clatskanie High School

Clatskanie High School

Vincent DiAngelo Vincent DiAngelo Greater New York City Area Details
Vincent DiAngelo's TD Ameritrade Experience October 2014 - Present
Job Manager, Organizational Effectiveness, Talent Management
Industry Financial Services
Experience
TD Ameritrade   October 2014 - Present
TD Ameritrade   June 2013 - October 2014
TD Ameritrade   July 2011 - June 2013
Sirota  April 2011 - May 2012
TD Ameritrade   April 2011 - July 2011
Coffee Distributing Corp.  September 2007 - March 2011
CoachWorks   May 2010 - December 2010
Corporate Event Management   October 2004 - August 2006
Barclays Capital  June 2001 - August 2005

Skills
Talent Management, Employee Engagement, Employee Surveys, Competency Modeling, 360s, Organizational..., Organizational..., Organizational Design, Behavioral Interviewing, Competency Based..., Human Resources, Recruiting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Coaching, Leadership, Account Management, 360 Degree Assessment, Vendor Management, SharePoint, Project Management, Action Plan Development, Organizational Culture, Job Descriptions, Job Evaluation, Job Analysis, Succession Planning

Education
Baruch College, City University of New York (CUNY)   2008 — 2010
M.S., I/O Psychology

New York University   2003 — 2007
B.A., Mass Media and Communication

St. Peter's Preparatory School   1999 — 2003

Adam Tenofsky Adam Tenofsky Greater Boston Area Details
Adam Tenofsky's TD Ameritrade Experience April 1999 - August 2001
Job Assistant Real Estate Manager at Hobbs Brook Management
Industry Real Estate
Experience
Hobbs Brook Management   February 2014 - Present
Realty Services Corporation   October 2001 - Present
TD Ameritrade   April 1999 - August 2001
A.G. Edwards   July 1997 - February 1999

Skills
Investment Properties, Real Estate, Sales Management, Real Estate Transactions, Leases, Commercial Real Estate, Real Estate Development, Brokerage, Selling, Investments, Asset Management, Valuation, Real Estate Economics, Disposition

Education
Babson College   1992 — 1996
Bachelor of Science (BS), Finance and Investments

Lewis Adams, Jr. Lewis Adams, Jr. Greater Omaha Area Details
Lewis Adams, Jr.'s TD Ameritrade Experience November 1999 - August 2010
Job Consultant at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems  July 2011 - Present
TEKsystems  January 2011 - June 2011
TD Ameritrade   November 1999 - August 2010
Priority Technologies   May 1997 - October 1999
PRC, Inc.   March 1988 - May 1997

Skills
XML, Unix Shell Scripting, Agile Methodologies, Weblogic, Java, Spring, jQuery, JSP, AJAX, CSS, Scrum, Linux, Hibernate, Java Enterprise Edition, Requirements Analysis, HTML, Software Design, SOA, Unix, Testing, SDLC, Ant, Oracle, PL/SQL, MySQL, JavaScript, Perl, Eclipse, Databases, JBoss Application Server, UML, Requirements Gathering, PHP, Spring Framework, WebLogic

Education
University of Nebraska at Omaha   1992 — 1992
Computer Science

Baylor University   1980 — 1983
BS, Computer Science

Frank Ivey Frank Ivey Greater New York City Area Details
Frank Ivey's TD Ameritrade Experience May 2011 - April 2012
Job Owner/ SQL Server Data/BI Architect at Ivey Technology Holdings LLC
Industry Information Technology and Services
Experience
Ivey Technology Holdings LLC   June 2012 - Present
TD Ameritrade   May 2011 - April 2012
Delta Education Corporation   July 2010 - May 2011
Liberty Tax  June 2009 - July 2010
Conwood Company LLC   January 2007 - June 2009
Lane Limited  November 2005 - January 2007
Netsystems INC   November 2003 - January 2005

Skills
SharePoint, System Administration, Troubleshooting, Network Administration, Databases, Business Intelligence, T-SQL, Microsoft SQL Server, Database Administration, Technical Support, Data Warehousing, Networking, Disaster Recovery, SDLC, IIS, Visio, Business Analysis, SQL, Microsoft Office, Information Technology, Consulting

Education
Auburn University   1998 — 2003
Bachelor's of Science in Business Adminstration, Information Systems Management

Eddie ERod Rodriguez Eddie ERod Rodriguez Orlando, Florida Area Details
Eddie ERod Rodriguez's TD Ameritrade Experience April 1994 - March 2000
Job COB CIB MSFTA Project JPMorgan Chase
Industry Investment Banking
Experience
Diligently Searching For Work Now (DSFWN)   Compliance Client OnBoarding - CIB MSFTA GroupJPMorgan ChaseApril 2014 - December 2014
AXA Equitable  February 2000 - October 2013
AXA Equitable  June 2007 - July 2008
AXA Equitable  March 2006 - July 2007
AXA Equitable  March 2006 - July 2007
TD Ameritrade   April 1994 - March 2000

Skills
Alternative Investments, Series 7, Securities, Financial Services, Mutual Funds, Hedge Funds, Series 63, Finance, Investments, Brokerage, Investment Strategies, Financial Goals, Options, Licensing, Multilingual, Wealth Management, Suitability Analysis, Document Review, Due Diligence, Equities, Asset Management, Fixed Income, FINRA, Retirement Planning, Review and Approve..., Brokerage Licensing..., Brokerage Due Diligence, Review Financial Plans, Review Collateral..., Review Structure..., Pershing, Fidelity,..., Series 24, Investment Advisory, Pensions, Asset Allocation, Banking, Management, Bloomberg, Private Banking, AML, Prime Brokerage, Risk Management, Microsoft Excel, Leadership, Credit, Middle Office, Trading, Customer Service, Microsoft Office, Root Cause Analysis...

Education
Utica College   2014 — 2014
"Currently Attending", Economic Crimes With Cyber/Computer Forensics and Counterterrorism, "Currently Attending"

City University of New York-Baruch College   1996 — 2002
B.S., Finance & International Economics

Borough of Manhattan Community College   1991 — 1994
Associate, Banking & Finance

University of Pittsburgh   1988 — 1991
N/A, Finance

Jeanette Gannon Jeanette Gannon Omaha, Nebraska Details
Jeanette Gannon's TD Ameritrade Experience May 2007 - February 2009
Job passionate about building lasting customer relationships through social media
Industry Marketing and Advertising
Experience
LinkedIn  August 2015 - Present
LinkedIn  March 2014 - August 2015
Godfather's Pizza  November 2013 - March 2014
Nebraska Machinery Company  September 2011 - October 2013
Hayneedle  September 2010 - September 2011
TD Ameritrade   May 2007 - February 2009

Skills
Social Media, Customer Service, Social Media Marketing, Marketing, Public Relations, Social Networking, Online Marketing, Adobe Creative Suite, InDesign, Customer Satisfaction, Sales, Advertising, Blogging, Email Marketing, Marketing Communications, Online Advertising, Graphic Design, Google Analytics, Event Planning, Project Management, Web Content Management, Web Design, Direct Sales, Sales Operations, Photoshop, Direct Mail, Trade Shows, Microsoft Office, Team Building, Outlook, Microsoft Word, Management, Market Research, Sales Management, PowerPoint, Strategic Planning, SEM, Facebook, Leadership, Process Improvement, Illustrator, Account Management, Marketing Strategy, Heavy Equipment, Analytics, Media Relations, Creative Problem Solving

Education
Bellevue University   2011 — 2014
Bachelor's degree

Metropolitan Community College   2008 — 2010
Associates

Andy Swan Andy Swan Louisville, Kentucky Area Details
Andy Swan's TD Ameritrade Experience December 2007 - September 2012
Job Founder at LikeFolio
Industry Internet
Experience
LikeFolio   July 2013 - Present
SwanPowers, LLC   September 2012 - Present
TD Ameritrade   December 2007 - September 2012
mytrade.com   January 2007 - December 2007
DaytradeTeam   October 2000 - January 2007

Skills
Investments, Securities, Trading, Options, Equities, Entrepreneurship, Start-ups, Strategic Planning, Strategic Financial..., Mutual Funds, New Business Development, Portfolio Management, Mergers

Education
Bellarmine University   1998 — 2000
BA, Business

Rebecca Akers Rebecca Akers Greater New York City Area Details
Rebecca Akers's TD Ameritrade Experience January 2010 - April 2012
Job Health & Lifestyle Transformation Coach
Industry Health, Wellness and Fitness
Experience
Mommy on a Mission   October 2014 - Present
Unilever  April 2013 - Present
Hertz Corporation  April 2012 - April 2013
TD Ameritrade   January 2010 - April 2012
AXA Equitable  June 2007 - January 2010
PROSKAUER ROSE, LLP  January 2004 - June 2007

Skills
Vendor Management, Spend Analysis, Project Management, Market Analysis, Strategic Sourcing, Ariba, Contract Negotiation, Procurement, Negotiation, Outsourcing, Sourcing, Supply Management, Process Improvement, Global Sourcing, RFP, Contract Management, Purchasing, E-procurement, Vendor Relationships, Change Management, Oracle Applications, Supplier Evaluation, Purchase Recommendations, Advertising, Marketing, Corporate Communications, Event Management, Relationship Management, Cross-functional Team..., SAP, Supplier Diversity, Diversity & Inclusion, Communication, Professional Services, Facilities Management, Corporate Real Estate, IT Sourcing, Software, Hardware, Supplier Negotiation, Management, Supply Chain, Analysis, Supplier Development, eSourcing

Education
Baruch College, City University of New York (CUNY)   2005 — 2009
BA, Corporate Communications

Jayson Brown Jayson Brown Fort Lauderdale, Florida Details
Jayson Brown's TD Ameritrade Experience October 2010 - March 2014
Job Director at Camden Capital
Industry Financial Services
Experience
Camden Capital  March 2014 - Present
TD Ameritrade   October 2010 - March 2014
Ameriprise Financial Services, Inc.   March 2008 - September 2009

Skills
Wealth Management, Series 7, Investment Advisory..., Asset Allocation, Tactical Asset..., Portfolio Management, Salesforce.com, Coaching, Sales, Recruiting, Individual stock..., Advanced estate planning, Structured Products, Fixed Income, Fundamental Analysis, Technical Analysis, 401k Rollovers, High Net Worth..., Retirement, Equities, IRAs, Retirement Planning, Options, Financial Advisory, ETFs, Investment Strategies, Investment Advisory, Uniform Combined State..., Investments, Mutual Funds, Series 63

Education
Barry University   2003 — 2007
Bachelor's degree, Finance, General

Brad Petty Brad Petty Orange County, California Area Details
Brad Petty's TD Ameritrade Experience July 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Higher Education
Experience
TD Ameritrade   July 2014 - Present
Fidelity Investments  July 2012 - September 2014
Azusa Pacific University  September 2009 - May 2012
Northwestern Mutual  May 2011 - January 2012

Education
Azusa Pacific University   2008 — 2012
Bachelor of Science (B.S.), Business Economics

Mandy Wortz Mandy Wortz Ann Arbor, Michigan Details
Mandy Wortz's TD Ameritrade Experience May 2015 - Present
Job User Experience Designer
Industry Information Services
Experience
TD Ameritrade   May 2015 - Present
University of Michigan  September 2014 - May 2015
T.D. Ameritrade   May 2014 - August 2014
University of Michigan  September 2013 - May 2014
University of Michigan  December 2010 - September 2013
Ball State University/ TR McConnell   January 2010 - January 2011
TR McConnell   January 2006 - June 2010
Wedding Dreams by Linda   June 1999 - June 2006

Skills
Higher Education, Databases, Access, Data Analysis, Programming, Web Design, Contextual Inquiry, HTML 5, CSS, Usability, User Interface Design, User Experience Design, Usability Testing, Software Development, Information Architecture, Department..., HTML5

Education
University of Michigan   2013 — 2015
Master of Science in Information (MSI)

Ball State University   2004 — 2009
Bachelor of Science (B.S.), Secondary Education

Kelly (Mahoney) Willi, CRPC© Kelly (Mahoney) Willi, CRPC© Greater Minneapolis-St. Paul Area Details
Kelly (Mahoney) Willi, CRPC©'s TD Ameritrade Experience April 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   April 2014 - Present
TD Ameritrade   October 2012 - April 2014
TD Ameritrade   October 2010 - November 2012
Transamerica Retirement Management  May 2008 - October 2010
Ameriprise Financial Advisors  March 2007 - May 2008

Skills
Series 7, Coaching, Team Leadership, Branch Management, Investments, IRAs, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Uniform Combined State..., Series 24, Retirement, Wealth Management, Finance, 401k, Financial Services, Series 65, FINRA, Investment Advisory, Asset Management, Estate Planning, Series 66

Education
Augsburg College
English, Communications

Jack Yerton Jack Yerton Omaha, Nebraska Details
Jack Yerton's TD Ameritrade Experience June 2007 - August 2009
Job Proudly Serving U.S. Veterans
Industry Government Administration
Experience
U.S. Department of Veterans Affairs   March 2012 - Present
FirstComp Insurance  November 2009 - March 2012
TD Ameritrade   June 2007 - August 2009
American Red Cross  October 2005 - June 2007
Ameritrade Holding Corporation  January 1998 - January 2005
TD Ameritrade   1998 - 2005
TD Ameritrade   May 2002 - March 2003

Skills
Training, Series 7, Recruiting, Process Improvement, Management, Risk Management, Project Management, Financial Services, Employee Benefits, Insurance

Education
Bellevue University   2004 — 2005
BA, Bachelor of Arts Leadership

Henderson State University

Metropolitan Community College

University of Nebraska at Omaha

Jessica Speziale Jessica Speziale New York, New York Details
Jessica Speziale's TD Ameritrade Experience January 2014 - Present
Job Corporate Communications Manager; Communications Chair
Industry Public Relations and Communications
Experience
TD Ameritrade   January 2014 - Present
National Diversity Council  January 2015 - Present
AECOM  September 2007 - January 2014
Endosoft  January 2007 - May 2007

Skills
Corporate Communications, Strategic Communications, Leadership, Internal Communications, Editing, Crisis Communications, Management, Marketing, Marketing Communications, Social Media, Newsletters, Press Releases, Strategy, Corporate Branding, Advertising, Publications

Education
State University of New York at Albany
Bachelor’s Degree, Rhetoric and Communication

Baruch College

Austin Baker Austin Baker Greater Omaha Area Details
Austin Baker's TD Ameritrade Experience October 2011 - February 2013
Job Account Executive at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications  March 2014 - Present
Windstream Communications  February 2013 - April 2014
TD Ameritrade   October 2011 - February 2013
Cox Communications  November 2010 - September 2011
Verizon Wireless  March 2006 - November 2010
Journal Broadcast Group  December 2007 - June 2008
AT&T  July 2003 - March 2006
Cellular City  April 2002 - March 2003

Skills
Sales, Managed Services, Networking, Wireless, Leadership, Social Media, Advertising Sales, Advertising, Technology, Cloud Computing, New Business Development, Mobile Technology, Marketing Management, Wireless Broadband, Network Services, VoIP, Promotions, Cloud Storage, SaaS, MPLS Networking, Managed Network Security, M2M, Android, Mobile Devices, Direct Sales, Account Management, Customer Service, Cold Calling, Telecommunications, Sales Management

Education
Bellevue University   2009 — 2011
BS, Marketing Management, 3.4

Bellevue University   2009 — 2011
Bachelor of Science, Marketing Management

University of Nebraska at Kearney   2001 — 2003

Heath Henig Heath Henig Montgomery, Alabama Details
Heath Henig's TD Ameritrade Experience February 2011 - September 2011
Job Financial Consultant at Sterling Bank and Synovus Securities Inc.
Industry Financial Services
Experience
Sterling Bank and Synovus Securities Inc.   September 2011 - Present
TD Ameritrade   February 2011 - September 2011
Scottrade  July 2006 - February 2011
National Bank of Commerce  2001 - 2006

Skills
Asset Allocation, Asset Management, Investment Advisory, Fixed Income, Investment Strategies, Financial Risk, Financial Advisory, Valuation, Retirement, Capital Markets, Relationship Management, Bonds

Education
Auburn University   1995 — 1999
Bachelor of Science (BS), Finance, General

Laura Hahn Laura Hahn Greater New York City Area Details
Laura Hahn's TD Ameritrade Experience May 2015 - Present
Job Senior Manager, Enterprise Data Governance
Industry Information Services
Experience
TD Ameritrade   May 2015 - Present
TD Ameritrade   October 2013 - Present
Minneapolis Pops Orchestra   March 2011 - October 2013
Northeast Community Development Corporation   October 2008 - October 2013
Target  October 2012 - September 2013
Target  April 2011 - October 2012
Lifetime Fitness  March 2011 - October 2012
Target  August 2009 - April 2011
Target  April 2007 - August 2009
Target  February 2006 - April 2007

Skills
Process Improvement, Leadership, Accounting, Financial Reporting, Project Management, Team Building, Team Leadership, Management, Marketing, Business Process, Cross-functional Team..., Auditing, Business Intelligence, Project Planning, Strategy, Integration, E-commerce, Data Warehousing, Business Analysis, Business Process..., Retail, Change Management, SDLC, Team Management, Requirements Analysis, Data Quality, Data Integration, Governance, Training, Supply Chain

Education
Augsburg College   1998 — 2002
BA, Accounting, Economics, MIS, Religion

Landmark Education

Carol (Ladd-Wright) Nye Carol (Ladd-Wright) Nye Greater Omaha Area Details
Carol (Ladd-Wright) Nye's TD Ameritrade Experience July 2012 - Present
Job SR QA Manager Testing Services and Application Services at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   July 2012 - Present
TD Ameritrade   October 2008 - October 2012
TD Ameritrade   January 2008 - September 2008
Ancillary Care Management  June 2006 - January 2008
Conagra Foods  November 2005 - June 2006
ConAgra Foods  July 2000 - November 2005
Ameritrade  June 1999 - July 2000
DMP  June 1997 - June 1999
Werner Logistics   June 1995 - June 1997

Skills
Quality Center, Microsoft SQL Server, HP Performance Center, Test Automation, QTP, Java, SDLC, Quality Assurance, Testing, Test Planning, Performance Testing, Regression Testing, System Testing, Test Cases, Oracle, Automation, User Acceptance Testing, Databases, Software Quality..., Agile Methodologies, Disaster Recovery, Process Improvement, Unix, Release Management, Waterfall, LoadRunner, Requirements Analysis, Integration, Software Development, Business Process, Test Strategy, Troubleshooting, ITIL, Test Management, Software Project..., Systems Analysis, Analysis, Visio, C#, Defect Tracking, Requirements Gathering, Enterprise Software, Manual Testing, Agile Project Management, Project Management, Scrum, JIRA, SQL, Software Documentation, SharePoint

Education
Bellevue University   2002 — 2004
Bachelor of Science (B.S.), Information Technology

Deborah Kobe Norris Deborah Kobe Norris United States Details
Deborah Kobe Norris's TD Ameritrade Experience 2006 - 2013
Job Partner, Bullseye Database Marketing........Chairman and CEO, The Windsor Group
Industry Financial Services
Experience
Bullseye Database Marketing  Co-Chair Junior SailingHorseshoe Harbor Yacht Club2008 - Present
Economic Club of NY   2005 - Present
The Windsor Group/BDM   2001 - Present
The University of Kansas School of Business Board of Advisors   1989 - Present
First Citizens Bank  2001 - 2014
BMO Harris Bank  2001 - 2014
Great-West Financial  2000 - 2014
TD Ameritrade   2006 - 2013
Elisa Monte Dance  2004 - 2012
UBS  2007 - 2010

Skills
Financial Analysis, Marketing Strategy, Mergers & Acquisitions, Management Consulting, Direct Marketing, Strategy, Financial Modeling, Investments, Analytics, Marketing Communications, Marketing, Strategic Planning, Management, Business Strategy, Integrated Marketing, Mergers, Start-ups, Leadership, Change Management

Education
University of Kansas - Graduate School of Business   1976 — 1978
MBA

Barat College of DePaul University   1972 — 1976
BA

Wyandotte High School   1968 — 1972

Christine Gildea Christine Gildea Greater New York City Area Details
Christine Gildea's TD Ameritrade Experience 2000 - 2001
Job Communications Manager at AIG
Industry Financial Services
Experience
AIG  October 2014 - Present
AIG  January 2013 - Present
Consultant  October 2008 - December 2012
Barclays Capital  2007 - 2008
NYFIX, Inc. (currently NYSE Euronext)   2006 - 2007
JP Morgan Chase  2002 - 2006
TD Ameritrade   2000 - 2001
New York Life Insurance Company  1998 - 2000
TD Ameritrade   1995 - 1998
Oppenheimer & Co., Inc.   1989 - 1995

Skills
Internal Communications, Corporate Communications, Financial Services, Advertising, Investor Relations, Media Relations, Copywriting, Certified Program..., Marketing, Graphic Design, Strategic Communications, Direct Marketing, Change Management, Strategy, Project Management, Public Relations, Email Marketing, Marketing Communications, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Marketing, Press Releases, Strategic Planning, Leadership, Business Strategy, Marketing Strategy, Online Advertising, CRM, Social Media, Management, E-commerce, Analytics, Creative Writing

Education
City University of New York-Baruch College
BBA, Marketing, Advertising, Psychology

St. John's University, New York

James Whalen James Whalen Greater New York City Area Details
James Whalen's TD Ameritrade Experience May 2015 - Present
Job Strategy and Analytics
Industry Financial Services
Experience
TD Ameritrade   May 2015 - Present
The Lab Consulting  July 2014 - October 2014
South Boston Youth Lacrosse   March 2014 - July 2014
ARC Advisory Group  October 2013 - July 2014
Tabor Academy  July 2012 - August 2012
Watson Marlow Bredel B.V.   May 2011 - July 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Market Research, Business Strategy, Product Development, Strategy, Marketing

Education
Babson College   2009 — 2013
Bachelor of Business Administration (B.B.A.), Strategic Management Concentration

The Pomfret School   2008 — 2009
General

Howard Cinman Howard Cinman Freehold, New Jersey Details
Howard Cinman's TD Ameritrade Experience 2012 - 2012
Job ‎Management Coach and Mentor / Agile and IT Strategy Management with Tata Consultancy Services (TCS)
Industry Information Technology and Services
Experience
McGraw-Hill Education CTB  2015 - 2015
Comcast  2013 - 2015
Horizon Blue Cross Blue Shield of New Jersey  2013 - 2013
Pfizer  2013 - 2013
Publishers Clearing House  2012 - 2012
TD Ameritrade   2012 - 2012
Avaya  2011 - 2012
Staxam / Philips   2009 - 2011
Bristol-Myers Squibb  2010 - 2010
Lee Hecht Harrison  2009 - 2009

Skills
Scrum, Business Intelligence, Software Project..., Agile Project Management, Project Portfolio..., Business Analysis, Program Management, E-commerce, Software System Analysis, Business Process..., Six Sigma, Mobile Applications, Software Development, Leadership, Client Solutions, Business Transformation, Innovation, Coaching, Training, Mentoring, Workshops, Onshore, Near-shore,..., Managed Services, Agile & Waterfall..., Lean Process Improvement, Quality Improvement..., Software Quality..., Software Product..., Website Development, SAFe, Rally, JIRA, GreenHopper, Version One, Web Project Management, System Testing, Usability Testing, Applications Software..., Regression Testing, Performance Testing, Integration Testing, Iso 9000, Content Management, Data Management, Data Analysis, E-business, Legacy applications, Product Development, Project Finance, Technical Product...

Education
City University of New York-Brooklyn College
Masters, Computer and Information Science

City University of New York-Baruch College
BBA, Business Administration / Marketing Management

Rutgers University
Project and Program Management

Landon Swan Landon Swan Louisville, Kentucky Details
Landon Swan's TD Ameritrade Experience 2009 - 2013
Job Founder: SwanPowers, LikeFolio
Industry Internet
Experience
SwanPowers   2013 - Present
TD Ameritrade   2009 - 2013
thinkorswim  2008 - 2009
mytrade.com   2008 - 2009
DaytradeTeam.com   2000 - 2007

Skills
Social Media, Start-ups, Entrepreneurship, CRM, Management, Strategy, Cloud Computing, Leadership, Enterprise Software, Sales, Strategic Partnerships, Excel VBA, Software Project..., Data Analysis

Education
Bellarmine University   1997 — 2003
BA, Business

Joe JJ Kinahan Joe JJ Kinahan Greater Chicago Area Details
Joe JJ Kinahan's TD Ameritrade Experience April 2009 - Present
Job at
Industry Financial Services
Experience
Forbes.com  2012 - Present
NYSE ARCA   November 2010 - Present
TD Ameritrade   April 2009 - Present
TD Ameritrade   January 2006 - Present
Van der Moolen  January 2004 - March 2005
CBOE  1985 - 2005

Skills
Options, Trading, Financial Markets, Equities, Series 7, Electronic Trading, Trading Systems, Securities, Derivatives, Equity Derivatives, Risk Management, Hedge Funds, Investments, Fixed Income, Asset Management, Portfolio Management, FINRA, Financial Modeling, Alternative Investments, Series 63, Technical Analysis, Trading Strategies, Asset Allocation, Equity Trading, Currency, Emerging Markets, Series 24, Leadership, Hedging, Investment Advisory, Investment Banking, Options Strategies, Bonds, Financial Advisory, Investment Strategies, Equity Research, Commodity, Wealth Management, Financial Services, ETFs, Structured Products, Stocks, Mutual Funds, Market Data, FX Options, Financial Risk, Capital Markets, Valuation, Bloomberg, Strategic Financial...

Education
Illinois Institute of Technology   1993 — 1996
MA, Financial Markets and Trading

Aurora University   1982 — 1986
BA, Finance

Rhett Farris Rhett Farris Greater Atlanta Area Details
Rhett Farris's TD Ameritrade Experience February 2006 - August 2008
Job Vice President, Censeo Advisors, LLC
Industry Financial Services
Experience
Censeo Advisors, LLC   September 2014 - Present
Accounting, Economics, & Appraisal Group, LLC   June 2010 - September 2014
TD Ameritrade   February 2006 - August 2008
Ameriprise Financial  May 2005 - March 2006

Skills
Financial Analysis, Business Valuation, Valuation

Education
University of Alabama, Manderson Graduate School of Business   2009 — 2011
MBA, Financial Risk

Auburn University   1999 — 2004
BA, Finance

Daniel Schlosberg, PMP, CSM Daniel Schlosberg, PMP, CSM Greater New York City Area Details
Daniel Schlosberg, PMP, CSM's TD Ameritrade Experience February 2014 - Present
Job Senior Business Analyst at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   February 2014 - Present
Barclays Capital  March 2013 - February 2014
Genworth Financial  March 2010 - March 2013
Genworth Financial  September 2006 - March 2010
Timelink  April 2005 - February 2006
Self Employed  February 2002 - July 2004
Deloitte Consulting  2000 - 2000
VocalTec  December 1996 - July 1999
IDF - Military Intelligence   1990 - 1993

Skills
Requirements Analysis, Process Engineering, PMP, Data Analysis, Business Analysis, Project Management, SDLC, Databases, Process Improvement, IT Management, Oracle, Data Modeling, Integration, Testing, Vendor Management, Strategy, Requirements Gathering, Business Process, Software Development, Software Project..., Systems Analysis, Business Intelligence, Governance, Management, Software Documentation, Analysis, Visio, Business Process..., Enterprise Architecture, IT Strategy, Business Process..., Business Requirements, Program Management, Project Portfolio..., CRM, Disaster Recovery, Business Objects, SOA, Agile Methodologies, ITIL, E-commerce, MS Project, ETL, PMO, Solution Architecture, SQL, SharePoint, ERP, Data Warehousing, Agile Project Management

Education
Georgia Institute of Technology   1999 — 2001
MBA, Business Administration and Management, General

Bar-Ilan University   1993 — 1996
BA, Economics & Computer Science

Amit Gush Dan   1986 — 1990
Bagrut

Edward A. Simpson, PHR Edward A. Simpson, PHR Greater New York City Area Details
Edward A. Simpson, PHR's TD Ameritrade Experience December 2013 - Present
Job at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade   December 2013 - Present
New York Presbyterian Hospital  July 2008 - November 2013
PlattForm  April 2006 - July 2008
Kelly Financial Resources  June 2004 - April 2006

Skills
Talent Acquisition, Employee Relations, Onboarding, Employee Engagement, Recruiting, Deferred Compensation, Technical Recruiting, Succession Planning, Performance Management, Sourcing, Applicant Tracking..., HRIS, Screening Resumes, College Recruiting, Labor Relations, HR Policies, PeopleSoft, Talent Management, Interviews, Human Resources, Employee Benefits

Education
City University of New York-Baruch College   2010 — 2013
M.S.

The Ohio State University

Eugene Berger Eugene Berger Greater New York City Area Details
Eugene Berger's TD Ameritrade Experience January 2014 - Present
Job Certified Financial Planner™, MBA
Industry Financial Services
Experience
TD Ameritrade   January 2014 - Present
The Mutual Fund Store  2012 - 2013
Citigroup  2010 - 2011
HSBC  2007 - 2009
MetLife  August 2005 - December 2007
JPMorgan Chase  2001 - 2005
Citigroup  1982 - 2001

Skills
Portfolio Management, Risk Management, Credit Cards, Retirement Planning, Financial Planning, Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Estate Planning, Fixed Income, Financial Services, Series 63, Investment Strategies, Investment Advisory, Investments, Alternative Investments, Finance, Financial Advisory, Securities, Insurance, Wealth Management, Asset Management, Uniform Combined State..., Asset Allocation, Retirement, Financial Planners, Series 7, Investment Management, Separately Managed..., Bonds, Fixed Annuities, FINRA, Options, High Net Worth..., 401k, Pensions, Trading, Equities, Defined Benefit, Wealth Management..., Variable Annuities, Financial Risk, Financial Markets, Credit, Relationship Management, IRAs, ETFs, Series 6, Stocks, Series 65

Education
Baruch College, City University of New York (CUNY)   1981 — 1984
MBA, Finance

State University of New York at Albany
Bachelor of Science (BS), Business Administration/Marketing

Thomas DiBella Thomas DiBella Greater New York City Area Details
Thomas DiBella's TD Ameritrade Experience April 2013 - Present
Job Manager, Project Manager Risk,Legal & Compliance Technology at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   April 2013 - Present
Prudential Financial  August 2011 - Present
JP Morgan Chase  October 2008 - July 2011
Merrill Lynch  September 2007 - April 2008
Prudential Investments  December 1997 - June 2007
Prudential Financial  1997 - 2007
US Trust  1989 - 1995

Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets

Education
Baruch College, City University of New York (CUNY)   1993 — 1995
MBA, Business Management

Ramu Chandra Ramu Chandra Greater New York City Area Details
Ramu Chandra's TD Ameritrade Experience April 2011 - May 2012
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays  May 2012 - Present
TD Ameritrade   April 2011 - May 2012
Credit Agricole CIB  December 2009 - April 2011
Reuters  February 2008 - December 2009
Bloomberg L.P  May 1998 - January 2008
RMTi   August 1995 - May 1998
University of Massachusetts Amherst  December 1993 - August 1995

Skills
Trading Systems, Requirements Analysis, Business Analysis, Quality Assurance, Project Management, Management, SharePoint, Testing, Enterprise Software, Analysis, Financial Services, SDLC, Software Project..., Agile Methodologies, Vendor Management, Financial Risk, Business Requirements, Unix, SOA, IT Strategy, Enterprise Architecture, SQL

Education
University of Alabama in Huntsville   1991 — 1993
M.S., Computer Science

B. M. S. College of Engineering   1988 — 1990
M.E, Electronics and Computer Engineering

R. V. College of Engineering, Bangalore   1983 — 1987
B.E, Electronics & Communications

Mazin Shukri Mazin Shukri Dallas/Fort Worth Area Details
Mazin Shukri's TD Ameritrade Experience October 2008 - October 2010
Job AVP Service Center at Scottrade
Industry Financial Services
Experience
Scottrade  April 2013 - Present
TIAA-CREF  October 2010 - April 2013
TD Ameritrade   October 2008 - October 2010
Sunnyvale First Baptist Church  2006 - 2008
Bright Financial Services   2003 - 2006
Fidelity Investments  1999 - 2003
Fidelity Investments  1996 - 1999
Fidelity Investments  1993 - 1996
Fidelity Investments  1991 - 1993

Education
Baylor University - Hankamer School of Business   1998 — 2000
MBA, Business Administration

Springfield College   1979 — 1983
B.S., Business Management

Valerie Fowler Valerie Fowler Greater New York City Area Details
Valerie Fowler's TD Ameritrade Experience October 2009 - November 2012
Job IT Security Production Access Management at Deutsche Bank (GRMS IT Consultant)
Industry Information Technology and Services
Experience
GRMS IT Consulting for Deutsche Bank   July 2013 - June 2015
TD Ameritrade   October 2009 - November 2012
JPMorgan Chase  January 2005 - June 2008
JPMorgan Chase  May 2002 - January 2005
JPMorgan Chase  December 1998 - May 2002
JPMorgan Chase  October 1996 - December 1998

Skills
Security, Risk Management, Information Security, SAS70, Sarbanes-Oxley Act, Risk Assessment, COBIT, Financial Risk, Change Management, Information Technology, Customer Service, Information Security..., Business Continuity, Auditing, Management, Leadership

Education
University of Phoenix - Jersey Campus   2006 — 2010
BA, Information Technology

Baruch College, City University of New York (CUNY)   1998 — 2002
Information Technology

Donny Calton Donny Calton Dallas/Fort Worth Area Details
Donny Calton's TD Ameritrade Experience October 2012 - Present
Job MBA Student
Industry Financial Services
Experience
TD Ameritrade   October 2012 - Present
FIBA Europe  October 2003 - April 2012
Citi  October 2007 - March 2009

Skills
Sports, Social Media, Marketing, Coaching, Public Speaking, Public Relations, Basketball, Customer Service, Sales, PowerPoint, Microsoft Office, Team Building, Microsoft Word, Athletics, Teaching, Social Networking, Media Relations, Facebook, Marketing Communications, Teamwork, Leadership, Entertainment, Training, Networking, Scouting, Sports Marketing, Sports Management

Education
Auburn University   1999 — 2003

Dallas Baptist University
MBA, Accounting and Finance

Robert Tafet Robert Tafet Greater New York City Area Details
Robert Tafet's TD Ameritrade Experience September 2008 - May 2012
Job Vice President, Client Services at Research Data Technology
Industry Market Research
Experience
Boston Research Technology   July 2012 - Present
TD Ameritrade   September 2008 - May 2012
Market Probe  March 2006 - September 2008
Prudential Financial  1997 - 2005

Skills
Investments, Insurance, Qualitative Research, Market Research, Quantitative Research, Consumer Insights, Survey, Focus Groups, Advertising Research, Banking, Securities, SPSS, Marketing Strategy, Marketing Research, Questionnaires, Survey Design, Product Development, Equities, Data Analysis, Research Design, Proposal Writing, Research, Customer Experience

Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Marketing Research & Statistics

Andria Cardillo Andria Cardillo Greater New York City Area Details
Andria Cardillo's TD Ameritrade Experience January 2000 - April 2007
Job Vice President at Johnson Associates, Inc.
Industry Financial Services
Experience
Johnson Associates, Inc.   May 2007 - Present
TD Ameritrade   January 2000 - April 2007
TD Waterhouse  September 1995 - January 2000

Skills
Human Resources, Financial Services, Financial Modeling, Management

Education
Baruch College, City University of New York (CUNY)   1999 — 1999
Not applicable, Human Resources Certificate courses

University of Connecticut   1991 — 1995

Kenny Wang Kenny Wang Greater New York City Area Details
Kenny Wang's TD Ameritrade Experience June 2010 - Present
Job System Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2010 - Present
Valiant Insurance Group  December 2008 - June 2011
Hedge Fund Industry   April 2008 - October 2008
Merrill Lynch  February 1998 - April 2008
Lehman Brothers  August 1997 - February 1998
MasterCard  1995 - 1995

Skills
NetApp, VMware, Powershell, Linux, Windows, ASP, HTML, VBScript, Shell Scripting, Windows NT, Cluster, VMware ESX, Disaster Recovery, IIS, Citrix, Virtualization, Storage Area Networks, VDI, Active Directory, Enterprise Architecture, Operating Systems, Vendor Management, SAN, Cloud Computing, Data Center

Education
Baruch College   1994 — 2005
Bachelor of Science (BS)

City University of New York-Baruch College   1993 — 2005
Bachelor of Science (BS), CIS

Dale Rotrekl Dale Rotrekl Greater Chicago Area Details
Dale Rotrekl's TD Ameritrade Experience September 2000 - January 2002
Job Project Manager to Allstate
Industry Computer Software
Experience
Modis  September 2014 - Present
Geneva Technical Services, Chicago, IL   February 2014 - August 2014
Forbes Technical Consulting  June 2012 - January 2014
The Vitality Group Inc.  January 2012 - June 2012
Geneva Technical Services  February 2011 - November 2011
Arc Worldwide – a subsidiary of Leo Burnett,   May 2008 - December 2010
Healthcare Service Corporation (Blue Cross of IL)   January 2005 - December 2008
Americall  December 2003 - December 2004
SPR, INC  October 2002 - January 2003
TD Ameritrade   September 2000 - January 2002

Skills
Project Management, Software Requirements, Risk Management, Risk Assessment, Project Portfolio..., Budget Monitoring, Budget Process, system integration, Business Process..., Software Development, Web Development, Vendor Management, Agile Methodologies, Integration, Testing

Education
Aurora University   1981 — 1987
Bachelors of Science, Computer Science

Morton College
AAS, Electronics Engineering

Chris Engelbert Chris Engelbert Greater Omaha Area Details
Chris Engelbert's TD Ameritrade Experience April 2006 - September 2006
Job Working with Financial Advisors to achieve their goals
Industry Financial Services
Experience
TD Ameritrade Institutional  September 2006 - Present
TD Ameritrade   April 2006 - September 2006
Ameritrade Advisor Services   February 2004 - April 2006
Ameritrade  June 2003 - February 2004

Skills
FINRA, Securities, Mergers & Acquisitions, Financial Services, Retirement Planning, Product Management, Mutual Funds, Asset Allocation, Sales, Series 7, Wealth Management, Sales Management, Portfolio Management, Management, Investment Advisory, Risk Management, Series 63, Retail, Relationship Management, Series 24, Investments, Retirement, Strategic Financial..., 401k, Financial Advisory, Alternative Investments, Uniform Combined State..., Brokerage, ETFs

Education
Bellevue University   2006 — 2007
Business Information Systems

Min Cai Min Cai Greater New York City Area Details
Min Cai's TD Ameritrade Experience October 2008 - Present
Job Manager, Sr. Data Analyst at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   October 2008 - Present
PNT Marketing Services, Inc.   February 2002 - October 2008

Skills
SQL, DB2, Microsoft SQL Server, Data Warehousing, JavaScript, SAS, ETL, SDLC, Data Analysis, Data Modeling, Database Design, Databases, Visio, Business Analysis, Requirements Analysis, Software Development, Business Intelligence, Software Project...

Education
Baruch College, City University of New York (CUNY)   2000 — 2002
Master, Computer Information System

Josh Ludwig Josh Ludwig New York, New York Details
Josh Ludwig's TD Ameritrade Experience September 2008 - December 2008
Job Tax Associate at WeiserMazars LLP
Industry Financial Services
Experience
WeiserMazars LLP  September 2014 - Present
WeiserMazars LLP  May 2013 - April 2014
Plough Penny Partners   March 2011 - August 2011
Littler Mendelson  May 2011 - July 2011
New York Legal Assistance Group  August 2010 - December 2010
Wachtell, Lipton, Rosen & Katz   July 2009 - May 2010
Income & Asset Advisory, Inc.   February 2009 - May 2009
TD Ameritrade   September 2008 - December 2008
Lehman Brothers  September 2007 - December 2007

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2014
MBA, Accounting (including CPA Program)

Brown University   2005 — 2009
AB, History

Kara D'Ercole Kara D'Ercole Greater Omaha Area Details
Kara D'Ercole's TD Ameritrade Experience August 2011 - May 2015
Job Project Manager, HRIS at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade   August 2011 - May 2015
HDR Inc  March 2006 - August 2011
ConAgra Foods  1998 - 2006

Skills
HRIS, PeopleSoft, Benefits Administration, Employee Benefits, Human Resources, Performance Management, Talent Management, Process Improvement, Succession Planning, Project Management, Change Management, Applicant Tracking..., Business Analysis, Organizational..., Management

Education
University of Nebraska at Omaha   1995 — 1998
Bachelors Degree, General Management and Human Resources

Augustana University (SD)   1993 — 1995

Edem Dosseh Edem Dosseh Greater Omaha Area Details
Edem Dosseh's TD Ameritrade Experience April 2008 - Present
Job Systems Support Analyst at TD Ameritrade (ThinkTech)
Industry Financial Services
Experience
TD Ameritrade   April 2008 - Present
TD Ameritrade   May 2007 - April 2008
TD Ameritrade   August 2006 - May 2007

Skills
Disaster Recovery, Vendor Management, Call Center, Visio, Troubleshooting, ITIL, XP, Quality Assurance, Change Management, Integration, Process Improvement, Active Directory, Business Analysis, Call Centers, Security, SharePoint, Risk Management, Unix, Testing, IT Management, Enterprise Architecture, Requirements Analysis, System Deployment, Requirements Gathering, System Administration, Servers, Software Documentation, SDLC, BMC Remedy, Citrix, Systems Analysis, Data Center, Windows Server, Information Technology, Technical Support, VMware, Help Desk Support, DNS, Microsoft Exchange

Education
Bellevue University   2000 — 2005
B.S, Computer Information Systems with an emphasis in Networking

Bellevue University   2000 — 2005
Computer Information Systems

Ritu Narwal Ritu Narwal Greater New York City Area Details
Ritu Narwal's TD Ameritrade Experience February 2014 - June 2014
Job Enterprise Project Manager at TD Ameritrade
Industry Banking
Experience
TD Ameritrade   February 2014 - June 2014
Truven Health Analytics  May 2013 - August 2013
Accenture  February 2001 - October 2012
sanofi-aventis  October 2011 - December 2011
sanofi-aventis  May 2010 - October 2011
Pfizer  2010 - 2010
Bristol-Myers Squibb, Princeton, New Jersey   February 2009 - September 2009
Novartis  January 2008 - February 2009
Accenture  September 2003 - September 2006

Skills
Master Data Management, Data Conversion, Data Integration, PMP, SQL, Functional Design, Siperian, Project Management, Project Delivery

Education
Baruch College, City University of New York (CUNY)   1998 — 2000
BBA, Computer Information Systems

Eugene Gershman Eugene Gershman Greater New York City Area Details
Eugene Gershman's TD Ameritrade Experience April 2012 - July 2015
Job Investment Consultant at TD Ameritrade
Industry Banking
Experience
TIAA-CREF  August 2015 - Present
TD Ameritrade   April 2012 - July 2015
TD Bank, NA  May 2011 - April 2012
MR, Inc   March 2009 - May 2011
Deutsche Bank AG  August 2007 - January 2009
Citco Fund Services  September 2006 - August 2007
Nomura Securities, Inc  June 2005 - August 2006
Credit Suisse First Boston  May 2004 - June 2005
CIBC Oppenheimer  June 2000 - April 2001

Skills
Portfolio Management, Middle Office, Analysis, Financial Markets, Business Development, Loans, Settlement, Fixed Income, CRM, Account Reconciliation, New Business Development, Management, Team Management, Structured Finance, Sales, Finance, Prime Brokerage, Equities, Investments, Securities, Banking, Trading, Hedge Funds, Funding, Insurance, Swaps, Derivatives, Asset Management, Financial Analysis, Bonds, Mutual Funds, Investment Banking, Series 7, Options, Series 63, Alternative Investments, Financial Risk, FX Options, Business Analysis, Equity Derivatives, Residential Mortgages, Bloomberg Terminal, Hedging, Corporate Actions, Corporate Finance, Back Office, Fund Of Funds, Credit Derivatives, Loan Servicing, Commercial Banking

Education
Baruch College, City University of New York (CUNY)   1998 — 2004
BS, Finance

Chris Pavlovski, SPHR Chris Pavlovski, SPHR Greater Omaha Area Details
Chris Pavlovski, SPHR's TD Ameritrade Experience 2009 - 2009
Job Training Manager
Industry Human Resources
Experience
VA Nebraska Western Iowa Healthcare System   2013 - Present
Mutual of Omaha  2012 - 2013
Nebraska Department of Labor  2010 - 2011
TD Ameritrade   2009 - 2009
TD Ameritrade   2003 - 2009
West Corporation  2002 - 2003
Ameritrade  1998 - 2001
Saturn of Omaha   1997 - 1998
US Air Force  1994 - 1997

Skills
Training, Instructional Design, Human Resources, Analysis, E-Learning, Employee Relations, Software Documentation, Performance Management

Education
Bellevue University   1988 — 1995
BS, Human Resource Management

Terri-Ann Beckford Terri-Ann Beckford Greater New York City Area Details
Terri-Ann Beckford's TD Ameritrade Experience June 2009 - Present
Job at
Industry Financial Services
Experience
TD Ameritrade   June 2009 - Present
Merrill Lynch  2006 - 2009
Merrill Lynch  2000 - 2009

Skills
Financial Services, Human Resources, Compensation Strategies, Organizational Design, Performance Management, Employee Benefits, Finance, HRIS, PeopleSoft, Budgets, Deferred Compensation, Benefits Administration, Executive Pay, Talent Management, Equities, Employee Relations, Banking, Training, Process Improvement, Analysis, Forecasting, Business Process..., Change Management, Financial Modeling, Leadership

Education
Baruch College, City University of New York (CUNY)   1993 — 1997
BBA, Finance

Robert Brassell, Jr., N.Y.S.N.P. Robert Brassell, Jr., N.Y.S.N.P. Huntington, New York Details
Robert Brassell, Jr., N.Y.S.N.P.'s TD Ameritrade Experience March 2015 - Present
Job The Delois Brassell Estate (CAGE Code 5PAZ8) and Robert James Brassell Estate's (CAGE Code 64WJ9) SOLE, PRO BONO Adm'r
Industry Investment Management
Experience
JPMorgan Chase & Co.   March 2015 - Present
TD Ameritrade   March 2015 - Present
Computershare  March 2015 - Present
Computershare  March 2015 - Present
U.S. Department of State   September 2013 - Present
U.S. Department of State   September 2013 - Present
United States Citizenship and Immigration Services of the U.S. Dept. of Homeland Security   July 2013 - Present
New York State Department of Motor Vehicles ("NYS DMV")   February 2013 - Present
The New York Times  July 2013 - Present
The New York Times  July 2013 - Present

Skills
Notary Public of the..., Lifelong book reader, Microsoft Word..., Professional Write..., NEXIS/Lexis-Nexis, Lotus Word Pro 97, Corel WordPerfect 10, Corel WordPerfect 9..., Pro bono lobbyist, Freelance Writing, Freelance paralegal and..., Small-business owner..., Social Networking, Leadership, Community Outreach, Non-profits, System Administration, Research, Nonprofits, Training, Budgets, Management, Human Resources, Editing, Government, Mergers & Acquisitions, Media Relations, Strategic Planning, Team Building, Advertising, Public Speaking, Coaching, Customer Service, Time Management, Leadership Development, Public Relations, Policy, Administration, Organizational..., Team Leadership, Program Management, Fundraising, Social Media, Entrepreneurship, Marketing, Project Planning, Strategy, Project Management, Contract Negotiation, Negotiation

Education
United States Department of Housing and Urban Development ("HUD")   2014 — 2021
Adult and Continuing Education and Teaching

Baylor College of Medicine   2014 — 2021
Adult and Continuing Education and Teaching

American Medical Association (D-U-N-S Number 005212287 and active CAGE Code 92320) d/b/a AMA   2014 — 2021
Adult and Continuing Education and Teaching

University of Pennsylvania School of Medicine   2014 — 2021
Adult and Continuing Education and Teaching

U.S. Air Force Institute of Technology   2014 — 2021
Adult and Continuing Education and Teaching

Centers for Disease Control and Prevention ("CDC") of the U.S. Dept. of Health and Human Services   2014 — 2021
Adult and Continuing Education and Teaching

TrainingFinder Real-time Affiliate Integrated Network ("TRAIN") of the Public Health Foundation   2014 — 2021
Adult and Continuing Education and Teaching

Yale University School of Medicine   2014 — 2021
Adult and Continuing Education and Teaching

eXtension Campus of the eXtension Foundation (D-U-N-S Number 830000027 and active CAGE Code 5DPB0)   2014 — 2021
Adult and Continuing Education and Teaching

Brigham Young University   2014 — 2021
Adult and Continuing Education and Teaching

Peter Rallis Peter Rallis Greater New York City Area Details
Peter Rallis's TD Ameritrade Experience May 2011 - Present
Job Senior Municipal Bond Trader at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   May 2011 - Present
Rockfleet Financial Services   January 2010 - January 2011
Sovereign Bank  2007 - May 2009
UBS Investment Bank  January 1971 - April 2007

Skills
Series 63, Municipalities, Trading, Fixed Income, Series 7, Capital Markets, Bonds, Series 24, Securities, Investments, Management, Bloomberg

Education
City University of New York-Baruch College   1969 — 1971
business, Marketing

Borough of Manhattan Community College   1968 — 1970
Associates, Marketing

Long Island University, Brooklyn Campus   1967 — 1968
business

Jesse Carlberg Jesse Carlberg Greater Omaha Area Details
Jesse Carlberg's TD Ameritrade Experience June 2014 - Present
Job Software Developer/Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2014 - Present
TD Ameritrade   August 2013 - March 2015
TD Ameritrade   July 2012 - August 2013
TD Ameritrade   January 2010 - August 2012
The Nebraska Medical Center  December 2003 - November 2010
Rural/Metro Corporation  June 2002 - December 2004

Skills
Options, Securities, Series 63, Series 7, Trading, Technical Analysis, Financial Services, Risk Management, Portfolio Management, Analysis, Equities, SQL, Derivatives, Fixed Income, Management, JavaScript, Investments, Trading Systems, Financial Markets, Asset Management, Visual Studio, jQuery, Ext JS, Sencha, Series 24, Financial Analysis, Finance, Microsoft Office, Wealth Management, C#, Software Development, Agile Application..., Web Applications

Education
Bellevue University   2009 — 2010
MBA, Healthcare Admin.

Bellevue University   2007 — 2008
B.S., Management

Nebraska Methodist College   2002 — 2004
Paramedic

Dansley Hu Dansley Hu Dallas/Fort Worth Area Details
Dansley Hu's TD Ameritrade Experience September 2009 - November 2014
Job Financial Services Representative
Industry Financial Services
Experience
TIAA-CREF  November 2014 - Present
TD Ameritrade   September 2009 - November 2014

Skills
Mortgage Lending, Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Securities, Retirement, Financial Services, Financial Analysis, Equities, Finance, Banking, Fixed Income, Financial Advisory

Education
The University of Texas at Arlington   2013 — 2016
Master of Business Administration (MBA)

Baylor University - Hankamer School of Business   2006 — 2009
BBA, Finance

David Clifford David Clifford Greater New York City Area Details
David Clifford's TD Ameritrade Experience August 2009 - January 2015
Job Risk Advisory KPMG
Industry Financial Services
Experience
KPMG  February 2015 - Present
TD Ameritrade   August 2009 - January 2015
Cantor Fitzgerald  August 2008 - February 2009
Dresdner Bank AG  February 2005 - January 2008
Dresdner Bank AG  February 2005 - August 2006
WestLB  2003 - 2005
Datek Online  2000 - 2003
NatWest Markets  1996 - 1999

Skills
Capital Markets, Fixed Income, Compliance, Risk Management, Fixed Income Trading, Portfolio Management, Asset Management, Financial Risk, AML, Securities, Operational Risk, Management, Series 7, Investments, Accounting, KYC, Financial Services, Mutual Funds, Options, Derivatives, Equities, Hedge Funds, Alternative Investments, Series 63, Trading, Credit Risk, Trading Systems, Anti Money Laundering

Education
Baruch College, City University of New York (CUNY)
BBA, Finance

Sam Chu Sam Chu New York, New York Details
Sam Chu's TD Ameritrade Experience May 2005 - February 2007
Job Data Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2007 - Present
TD Ameritrade   May 2005 - February 2007
Credit Suisse First Boston, New York, NY   April 2004 - November 2004
Symmetry Management LLC, New York NY   April 2001 - February 2003
DTCC  1999 - 2001
ABN AMRO Inc.  June 1992 - May 1999
Burns Fry Hoare Govett   November 1989 - May 1992

Skills
Business Objects, Cognos, Data Warehouse..., Trading Systems

Education
City University of New York-Baruch College   1978 — 1982
MBA, Business and Computer Methodology

Baruch College, City University of New York (CUNY)
BBA, Business and Marketing

Arthur Cory Terry, MBA, PMP, SCPM Arthur Cory Terry, MBA, PMP, SCPM New York, New York Details
Arthur Cory Terry, MBA, PMP, SCPM's TD Ameritrade Experience September 2004 - July 2006
Job Program Manager, Enterprise Infrastructure Services at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc.  June 2014 - Present
Moody's Corporation  November 2011 - May 2014
MetLife  February 2011 - November 2011
MetLife  December 2008 - February 2011
MetLife  August 2006 - December 2008
TD Ameritrade   September 2004 - July 2006
AllianceBernstein  February 2004 - August 2004
AllianceBernstein  February 2002 - February 2004
AllianceBernstein  February 2000 - February 2002

Skills
PMP, PMO, Program Management, Integration, Portfolio Management, Customer Relations, Digital Marketing, Product Marketing, Product Development, eCRM, Business Relationship..., PDLC, SDLC, Project Portfolio..., Vendor Management, Business Analysis, Customer Service, Management, Enterprise Software, CRM, Financial Services, IT Strategy, Process Improvement, E-commerce, Enterprise Architecture, Business Process..., Risk Management, Strategy, Cross-functional Team..., Outsourcing, Software Project..., Requirements Gathering, Business Process, Analytics, Business Intelligence, Business Requirements, Visio, Project Management

Education
Stanford University   2007 — 2010
SCPM, Advanced Project Management

Baruch College, City University of New York (CUNY)   2003 — 2005
MBA, Finance, E-Commerce Marketing

New York University - Leonard N. Stern School of Business   1996 — 2000
BS, Finance, Management & Organizational Behavior

United States Military Academy at West Point   1995 — 1995

Edward R. Murrow High School   1991 — 1995

Gordon Beckford, MBA Green Belt Gordon Beckford, MBA Green Belt Greater New York City Area Details
Gordon Beckford, MBA Green Belt's TD Ameritrade Experience June 2011 - Present
Job Technology Transformation Team at TD Ameritrade
Industry Insurance
Experience
TD Ameritrade   June 2011 - Present
AIG/Chartis  2009 - 2011
AIG/Chartis  December 2000 - November 2010
AIG/Chartis  February 2000 - December 2000
UWI Field Station   1991 - 1994

Skills
Project Management, Business Analysis, Business Process..., SDLC, Process Improvement, Six Sigma, Team Building, Financial Services, Leadership, Change Management, Business Process..., Requirements Gathering, CRM, Visio, ITIL, Analysis, Project Planning, Program Management, Systems Analysis, Risk Management

Education
Baruch College, City University of New York (CUNY)   1995 — 1997
MBA, Management Information Systems

University of the West Indies, St. Augustine Campus   1986 — 1990
B.Sc, Agriculture

Newtown Boys

Trinity College

Denise Peters Denise Peters Greater New York City Area Details
Denise Peters's TD Ameritrade Experience 2011 - August 2013
Job IT Security at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  September 2013 - Present
TD Ameritrade   2011 - August 2013
Deutsche Bank  2010 - 2011
Merrill Lynch  September 2006 - February 2009
Morgan Stanley  June 1987 - July 2003

Skills
Risk Management, Vendor Management, SDLC, PMO, Portfolio Management, Management, Program Management, Financial Services, Equities, Business Analysis, IT Strategy, Fixed Income, Enterprise Architecture, Project Portfolio..., Strategy

Education
Baruch College, City University of New York (CUNY)   2008 — 2010
MBA, Management, Finance

New York University   1995 — 1999
BS, Nursing

Denzil E. lee Denzil E. lee Greater New York City Area Details
Denzil E. lee's TD Ameritrade Experience January 1999 - January 2005
Job Financial Reporting ~ Client Relationship Building ~ Asset Management ~ Securities Trading ~ Project Management
Industry Financial Services
Experience
State Street  November 2009 - April 2015
Morgan Stanley Investment Management  February 2008 - November 2009
Merrill Lynch  February 2005 - February 2008
TD Ameritrade   January 1999 - January 2005

Skills
Portfolio Management, Trading, Project Coordination, Asset Management, Investments, Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Equities, Risk Management, Bloomberg, Series 7, Series 66, Series 63, Alternative Investments, Retirement Planning, Asset Allocation, Options, Derivatives

Education
City University of New York-Baruch College - Zicklin School of Business   2005 — 2007
Finance and Investments, Finance

Wendell Haworth Wendell Haworth Greater Omaha Area Details
Wendell Haworth's TD Ameritrade Experience 1992 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade   1992 - 2005

Education
Auburn University   1975 — 1976
Master of Public Administration (MPA), Public Administration

Washington State University   1958 — 1963
Bachelor of Science (BS), Soil Science and Agronomy, General

Muhammad Toppa Muhammad Toppa Dallas/Fort Worth Area Details
Muhammad Toppa's TD Ameritrade Experience July 1999 - Present
Job Institutional Trader at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 1999 - Present

Skills
Series 4, 7, 9, 10, 24,..., Series 7, Series 63, Securities, Equities, Mutual Funds, FINRA, Options, ETFs, Series 24, Asset Allocation, Equity Trading

Education
City University of New York-Baruch College   1990 — 1991
Finance, General

Eric Michaud Eric Michaud Dallas/Fort Worth Area Details
Eric Michaud's TD Ameritrade Experience September 2012 - April 2014
Job Financial Services
Industry Financial Services
Experience
TIAA-CREF  May 2014 - Present
TD Ameritrade   September 2012 - April 2014
TD Ameritrade   July 2007 - September 2012
TD Ameritrade   August 2005 - July 2007

Skills
Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Retirement Planning, Investments, Investment Strategies, Strategic Financial..., Call Centers, Securities, Estate Planning, Leadership, Series 66, Series 24, Financial Planning, Asset Management, Portfolio Management

Education
The University of Dallas   2011 — 2013
Master of Business Administration (MBA)

Baylor University - Hankamer School of Business   2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General

andrew chaney andrew chaney Austin, Texas Details
andrew chaney's TD Ameritrade Experience December 2005 - May 2007
Job Senior Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  October 2008 - Present
Instituto de Comunicacion Internacional   December 2006 - October 2008
TD Ameritrade   December 2005 - May 2007

Skills
Series 7, Mutual Funds, Financial Services, Series 63, Vendor Management, Securities, Equities, Fixed Income, Business Analysis, Banking, Portfolio Management, Investments, Risk Management, Process Improvement, Call Centers, ITIL, Wealth Management, Asset Management, Relationship Management, Web Design, Web Development, C#, JavaScript, jQuery, CSS, Visual Studio, Photoshop, Dreamweaver, ASP.NET

Education
Austin Community College   2013 — 2014
Webmaster Certificate, Web/Multimedia Management and Webmaster

Washburn University   2000 — 2005
Bachelor of Business Administration (BBA), Finance, General

Washburn University   2000 — 2005
Bachelor of Arts (B.A.), Spanish

Chayee Xiong Chayee Xiong Omaha, Nebraska Details
Chayee Xiong's TD Ameritrade Experience November 2012 - April 2013
Job Network Administrator at HDR INC
Industry Computer Networking
Experience
HDR INC  April 2013 - Present
TD Ameritrade   November 2012 - April 2013
CSG International  November 2006 - November 2012
CSG International  April 2004 - October 2006

Skills
WAN, LAN-WAN, VPN, Unix, IP SLA, Microsoft Office, Windows 7, Dreamweaver, Photoshop, CSS, HTML, Network Administration, Networking, Technical Support, Project Management, TCP/IP, SharePoint, VTAM, Change Management, Cross-departmental...

Education
Bellevue University   2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Information Systems

ITT Technical Institute-Omaha   1994 — 1996
Associate of Science (AS), Electronics Engineering

Lacy Johnson Lacy Johnson Bedford, Texas Details
Lacy Johnson's TD Ameritrade Experience 2006 - 2007
Job Actively Seeking at Actively Seeking Employment
Industry Consumer Services
Experience
ACTIVELY SEEKING EMPLOYMENT!  Daily Living Skills TeacherHurst-Euless-Bedford I.S.DAugust 2014 - June 2015
Keller ISD  August 2009 - July 2014
Northwestern Mutual  2008 - 2008
TIAA-CREF  2007 - 2008
New York Life Insurance Company  2007 - 2007
TD Ameritrade   2006 - 2007

Skills
customer service, Qualified Teacher, Skilled Multi-tasker, Time Management, Organizational..., Computer Proficiency

Education
Baylor University   1995 — 1999
Bachelor’s Degree, Communication Sciences and Disorders, General

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