TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TD Ameritrade Employees
Employee
Years
Job
Industry
Christopher J. Dame Christopher J. Dame's TD Ameritrade Experience September 2008 - April 2010
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments April 2010 - April 2013
TD Ameritrade September 2008 - April 2010
Skills
Strategic Planning, Public Speaking, Business Strategy, Team Building, Coaching, Marketing, Sales Management, Sales, Entrepreneurship, Business Development, Customer Service, Negotiation, Microsoft Office, Marketing Communications, Project Management, Series 7, Series 63, Investments, Strategy, Leadership Development, Training, Options
Education
Salt Lake Community College 1995 — 1998
Hillcrest High School 1989 — 1991
Fidelity Investments April 2013 - Present
Fidelity Investments April 2010 - April 2013
TD Ameritrade September 2008 - April 2010
Skills
Strategic Planning, Public Speaking, Business Strategy, Team Building, Coaching, Marketing, Sales Management, Sales, Entrepreneurship, Business Development, Customer Service, Negotiation, Microsoft Office, Marketing Communications, Project Management, Series 7, Series 63, Investments, Strategy, Leadership Development, Training, Options
Education
Salt Lake Community College 1995 — 1998
Hillcrest High School 1989 — 1991
Jeff Whyte Jeff Whyte's TD Ameritrade Experience September 2013 - Present
Job Education Investools
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
YP February 2012 - March 2013
CenturyLink November 2007 - December 2011
CenturyLink January 2003 - November 2007
Skills
SEM, Online Advertising, Cold Calling, Lead Generation, B2B, Salesforce.com, Account Management, Advertising, Sales, Sales Management, Sales Management..., Customer Service..., Customer-facing, Customer Satisfaction, Customer Profitability, Sales Growth, Sales Workshops, Sales Operations, Business-minded, Highly motivated..., Sales&Marketing, Leadership, Telecommunications
Education
Salt Lake Community College 2001 — 2002
Cottonwood High School 1997 — 2000
TD Ameritrade September 2013 - Present
YP February 2012 - March 2013
CenturyLink November 2007 - December 2011
CenturyLink January 2003 - November 2007
Skills
SEM, Online Advertising, Cold Calling, Lead Generation, B2B, Salesforce.com, Account Management, Advertising, Sales, Sales Management, Sales Management..., Customer Service..., Customer-facing, Customer Satisfaction, Customer Profitability, Sales Growth, Sales Workshops, Sales Operations, Business-minded, Highly motivated..., Sales&Marketing, Leadership, Telecommunications
Education
Salt Lake Community College 2001 — 2002
Cottonwood High School 1997 — 2000
Robert McCullock, CFP® Robert McCullock, CFP®'s TD Ameritrade Experience 2004 - August 2013
Job Financial Planner
Industry Financial Services
Experience
Pure Financial Advisors August 2013 - Present
TD Ameritrade 2004 - August 2013
Charles Schwab 1999 - 2004
RWB Asset Management 1997 - 1999
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Series 65, Investment Advisory, Securities, Investments, FINRA, Asset Allocation, Strategic Financial..., Retirement, 401k, Investment Strategies, ETFs, Separately Managed..., IRAs, 401k Rollovers, Bonds, Stocks, Personal Finance, Investment Management, Portfolio Management, Personal Financial..., Financial Advisory, Certified Financial...
Education
College for Financial Planning 2012 — 2012
Certifi, Financial Planning and Services
San Jose State University 1995 — 1997
BS, Business Administration
San Jose City College 1994 — 1995
Bachelor of Science (BS), Finance, General
Pure Financial Advisors August 2013 - Present
TD Ameritrade 2004 - August 2013
Charles Schwab 1999 - 2004
RWB Asset Management 1997 - 1999
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Series 65, Investment Advisory, Securities, Investments, FINRA, Asset Allocation, Strategic Financial..., Retirement, 401k, Investment Strategies, ETFs, Separately Managed..., IRAs, 401k Rollovers, Bonds, Stocks, Personal Finance, Investment Management, Portfolio Management, Personal Financial..., Financial Advisory, Certified Financial...
Education
College for Financial Planning 2012 — 2012
Certifi, Financial Planning and Services
San Jose State University 1995 — 1997
BS, Business Administration
San Jose City College 1994 — 1995
Bachelor of Science (BS), Finance, General
Matthew Polera Matthew Polera's TD Ameritrade Experience January 2012 - November 2013
Job Senior Account Service Representative at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2013 - Present
TD Ameritrade January 2012 - November 2013
Skills
Banking, Salesforce.com, Microsoft Excel, Customer Service, Analysis, PowerPoint, Microsoft Word, Account Management, Sales, Leadership, Microsoft Office, Outlook, Marketing, Data Analysis, Market Research
Education
San Diego State University-California State University 2007 — 2011
Bachelors, Finance
TD Ameritrade Institutional November 2013 - Present
TD Ameritrade January 2012 - November 2013
Skills
Banking, Salesforce.com, Microsoft Excel, Customer Service, Analysis, PowerPoint, Microsoft Word, Account Management, Sales, Leadership, Microsoft Office, Outlook, Marketing, Data Analysis, Market Research
Education
San Diego State University-California State University 2007 — 2011
Bachelors, Finance
Scott Loveton Scott Loveton's TD Ameritrade Experience March 1999 - Present
Job Risk Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 1999 - Present
TD Ameritrade March 1999 - Present
Skills
Journalism background -..., Sports enthusiast and..., Student of human nature, FINRA, Risk Management, Accounting, Analysis, Financial Risk, Portfolio Management, Financial Services, Management, Insurance, Investments, Mutual Funds, Strategic Financial..., Securities, Banking, Equities, Finance, Customer Service
Education
San Diego State University-California State University 1975 — 1980
Bachelor of Arts (B.A.), Physical Education
TD Ameritrade March 1999 - Present
TD Ameritrade March 1999 - Present
Skills
Journalism background -..., Sports enthusiast and..., Student of human nature, FINRA, Risk Management, Accounting, Analysis, Financial Risk, Portfolio Management, Financial Services, Management, Insurance, Investments, Mutual Funds, Strategic Financial..., Securities, Banking, Equities, Finance, Customer Service
Education
San Diego State University-California State University 1975 — 1980
Bachelor of Arts (B.A.), Physical Education
Morshed Hassan Morshed Hassan's TD Ameritrade Experience May 2004 - August 2006
Job Enterprise Solution Architect/Account Lead at Avanade
Industry Information Technology and Services
Experience
Avanade August 2010 - Present
U.S. Department of Commerce June 2009 - July 2010
Muriel Siebert & Co., Inc. September 2008 - June 2009
EMC January 2009 - March 2009
TD Ameritrade May 2004 - August 2006
NYSE Euronext July 2003 - April 2004
Merrill Lynch May 2000 - June 2003
Microsoft April 2000 - January 2003
Exodus Communications December 1999 - May 2000
Sharp Electronics September 1999 - December 1999
Skills
Integration, SharePoint, Cloud Computing, .NET, Enterprise Architecture, Application Architecture, ASP.NET, Strategy, Databases, Enterprise Software, System Administration, Security, Visual Studio, Database Design, Solution Architecture, Architecture, Software Documentation, Microsoft Office..., SharePoint Designer, MS Project, Microsoft Technologies, Leadership, Servers, Architectures
Education
South Dakota State University
Bachelor of Science (B.Sc.), Computer Science, Magna Cum Laude
Winona state University, Winona, MN
Avanade August 2010 - Present
U.S. Department of Commerce June 2009 - July 2010
Muriel Siebert & Co., Inc. September 2008 - June 2009
EMC January 2009 - March 2009
TD Ameritrade May 2004 - August 2006
NYSE Euronext July 2003 - April 2004
Merrill Lynch May 2000 - June 2003
Microsoft April 2000 - January 2003
Exodus Communications December 1999 - May 2000
Sharp Electronics September 1999 - December 1999
Skills
Integration, SharePoint, Cloud Computing, .NET, Enterprise Architecture, Application Architecture, ASP.NET, Strategy, Databases, Enterprise Software, System Administration, Security, Visual Studio, Database Design, Solution Architecture, Architecture, Software Documentation, Microsoft Office..., SharePoint Designer, MS Project, Microsoft Technologies, Leadership, Servers, Architectures
Education
South Dakota State University
Bachelor of Science (B.Sc.), Computer Science, Magna Cum Laude
Winona state University, Winona, MN
Connie Waitman Connie Waitman's TD Ameritrade Experience June 2004 - June 2006
Job Vice President Operations
Industry Financial Services
Experience
Independent Financial Group LLC October 2012 - Present
Girard Securities 2006 - 2012
TD Ameritrade June 2004 - June 2006
WS Griffith Securities February 2002 - June 2004
Skills
Fixed Income, Trading, Mutual Funds, Securities, Strategic Financial..., Retirement Planning, Investments, Financial Analysis, Retirement, Risk Management
Education
San Diego State University-California State University 1980 — 1984
Bachelor of Science (BS), Finance, General
San Mateo High School
Independent Financial Group LLC October 2012 - Present
Girard Securities 2006 - 2012
TD Ameritrade June 2004 - June 2006
WS Griffith Securities February 2002 - June 2004
Skills
Fixed Income, Trading, Mutual Funds, Securities, Strategic Financial..., Retirement Planning, Investments, Financial Analysis, Retirement, Risk Management
Education
San Diego State University-California State University 1980 — 1984
Bachelor of Science (BS), Finance, General
San Mateo High School
Bryan Ernst Bryan Ernst's TD Ameritrade Experience August 2009 - December 2011
Job IV Specialist at Tandem Diabetes Care
Industry Biotechnology
Experience
Tandem Diabetes Care March 2014 - Present
Shire Regenerative Medicine October 2012 - March 2014
Shire Regenerative Medicine formerly Advanced BioHealing January 2012 - September 2012
TD Ameritrade August 2009 - December 2011
Skills
Sales Management, Salesforce.com, Account Management, Customer Service, Sales Operations, Sales, Process Improvement, Data Governance, Sales Process, Team Leadership, Leadership, Selling, Business Development, Cold Calling, Management, Training, Product Launch, Medical Devices
Education
San Diego State University-California State University 2004 — 2009
Bachelor of Science (B.S.), International Security and Conflict Resolution
La Costa Canyon High School 2000 — 2004
Tandem Diabetes Care March 2014 - Present
Shire Regenerative Medicine October 2012 - March 2014
Shire Regenerative Medicine formerly Advanced BioHealing January 2012 - September 2012
TD Ameritrade August 2009 - December 2011
Skills
Sales Management, Salesforce.com, Account Management, Customer Service, Sales Operations, Sales, Process Improvement, Data Governance, Sales Process, Team Leadership, Leadership, Selling, Business Development, Cold Calling, Management, Training, Product Launch, Medical Devices
Education
San Diego State University-California State University 2004 — 2009
Bachelor of Science (B.S.), International Security and Conflict Resolution
La Costa Canyon High School 2000 — 2004
David Westerhout David Westerhout's TD Ameritrade Experience January 2009 - January 2012
Job Business Consultant helping advisors transition to independence and enhance their business
Industry Financial Services
Experience
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade January 2009 - January 2012
TD Ameritrade May 2006 - December 2008
TD Waterhouse August 2003 - April 2006
TD Waterhouse January 2000 - July 2003
Skills
Mutual Funds, FINRA, Risk Management, Portfolio Management, Equities, Strategic Financial..., Strategy, Trading, Options, Series 63, Series 7, Relationship Management, Investment Advisory, Securities, Series 24, ETFs
Education
San Diego State University-California State University
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade January 2009 - January 2012
TD Ameritrade May 2006 - December 2008
TD Waterhouse August 2003 - April 2006
TD Waterhouse January 2000 - July 2003
Skills
Mutual Funds, FINRA, Risk Management, Portfolio Management, Equities, Strategic Financial..., Strategy, Trading, Options, Series 63, Series 7, Relationship Management, Investment Advisory, Securities, Series 24, ETFs
Education
San Diego State University-California State University
Scott Dunsmore's TD Ameritrade Experience January 2006 - January 2007
Job Software QA Engineer at Verizon Networkfleet
Industry Computer Games
Experience
Verizon Networkfleet June 2014 - Present
Solekai Systems October 2013 - June 2014
BlueHornet, a Digital River Company June 2010 - October 2013
MaintenanceNet November 2009 - June 2010
Nelson Staffing Solutions May 2009 - November 2009
Self Employed August 2005 - 2009
Qualcomm January 2007 - October 2008
TD Ameritrade January 2006 - January 2007
CSC October 2004 - November 2005
The Sutherland Group October 2003 - October 2004
Skills
Quality Assurance, Test Planning, Configuration Management, Black Box Testing, Management, Risk Management, Hardware Diagnostics, Spreadsheets, Marketing Research, Order Processing, SQL, Agile Methodologies, HTML, XML, SDLC, Scrum, JavaScript, Databases, Regression Testing, Requirements Analysis, Testing, User Acceptance Testing, Test Cases, Test Management, Test Automation, Unix
Education
San Diego State University-California State University 1998 — 2003
BS, Information Systems
Verizon Networkfleet June 2014 - Present
Solekai Systems October 2013 - June 2014
BlueHornet, a Digital River Company June 2010 - October 2013
MaintenanceNet November 2009 - June 2010
Nelson Staffing Solutions May 2009 - November 2009
Self Employed August 2005 - 2009
Qualcomm January 2007 - October 2008
TD Ameritrade January 2006 - January 2007
CSC October 2004 - November 2005
The Sutherland Group October 2003 - October 2004
Skills
Quality Assurance, Test Planning, Configuration Management, Black Box Testing, Management, Risk Management, Hardware Diagnostics, Spreadsheets, Marketing Research, Order Processing, SQL, Agile Methodologies, HTML, XML, SDLC, Scrum, JavaScript, Databases, Regression Testing, Requirements Analysis, Testing, User Acceptance Testing, Test Cases, Test Management, Test Automation, Unix
Education
San Diego State University-California State University 1998 — 2003
BS, Information Systems
Kyle Reuter Kyle Reuter's TD Ameritrade Experience August 2015 - Present
Job Relationship Manager at TD Ameritrade
Industry Nonprofit Organization Management
Experience
TD Ameritrade August 2015 - Present
Ard Aven Winery June 2013 - Present
Ashford University July 2014 - May 2015
SAY San Diego (Social Advocates for Youth) August 2009 - June 2014
Boys and Girls Clubs of America August 2007 - August 2009
Skills
Volunteer Management, Fundraising, Nonprofits, Community Outreach, Program Development, Social Services, Youth Development, Marketing, Leadership, Program Management, Curriculum Design, Philanthropy, Friendly Personality, Organized self-starter, Teaching, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
San Diego State University-California State University 2012 — 2014
Bachelors In Science, Industrial and Organizational Psychology, 3.5
San Diego Mesa College 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Science Emphasis in Social & Behavioral Sciences
ponderosa high school
TD Ameritrade August 2015 - Present
Ard Aven Winery June 2013 - Present
Ashford University July 2014 - May 2015
SAY San Diego (Social Advocates for Youth) August 2009 - June 2014
Boys and Girls Clubs of America August 2007 - August 2009
Skills
Volunteer Management, Fundraising, Nonprofits, Community Outreach, Program Development, Social Services, Youth Development, Marketing, Leadership, Program Management, Curriculum Design, Philanthropy, Friendly Personality, Organized self-starter, Teaching, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
San Diego State University-California State University 2012 — 2014
Bachelors In Science, Industrial and Organizational Psychology, 3.5
San Diego Mesa College 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Science Emphasis in Social & Behavioral Sciences
ponderosa high school
Joseph D Ramos Joseph D Ramos's TD Ameritrade Experience April 2009 - August 2011
Job Investment Professional/Wholesaler
Industry Investment Management
Experience
Scottrade May 2013 - Present
Bluerock Capital Markets August 2011 - August 2012
TD Ameritrade April 2009 - August 2011
Cornerstone Ventures Inc 2004 - 2009
Charles Schwab & Co 1991 - 2002
Credit Suisse First Boston July 1988 - March 1990
Skills
Financial Advisory, Portfolio Management, Customer Relations, Capital Markets, Alternative Investments, Investments, Series 7, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Equities, Series 63, Bonds, Sales Management, ETFs, Real Estate, Compliance, Series 65, series 8, Outside Sales, Salesforce.com, Seibel, Sales Logix, Finance, Investment Strategies, Trading, Financial Services, Asset Management, Retirement Planning
Education
San Beda College 1978 — 1982
BA, Economics
Chevalier School 1974 — 1978
Scottrade May 2013 - Present
Bluerock Capital Markets August 2011 - August 2012
TD Ameritrade April 2009 - August 2011
Cornerstone Ventures Inc 2004 - 2009
Charles Schwab & Co 1991 - 2002
Credit Suisse First Boston July 1988 - March 1990
Skills
Financial Advisory, Portfolio Management, Customer Relations, Capital Markets, Alternative Investments, Investments, Series 7, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Equities, Series 63, Bonds, Sales Management, ETFs, Real Estate, Compliance, Series 65, series 8, Outside Sales, Salesforce.com, Seibel, Sales Logix, Finance, Investment Strategies, Trading, Financial Services, Asset Management, Retirement Planning
Education
San Beda College 1978 — 1982
BA, Economics
Chevalier School 1974 — 1978
Peter Lovberg Peter Lovberg's TD Ameritrade Experience April 2014 - Present
Job Insightful analysis demands skills beyond sheer computation
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade January 2012 - Present
TDAmeritrade August 2008 - December 2011
Leaf Mountain Financial Svcs. January 2001 - August 2008
Skills
Series 7, Investments, Mutual Funds, Series 63, Wealth Management, Equities, Securities, Portfolio Management, Retirement Planning, Financial Services, Risk Management
Education
San Diego State University-California State University 1983 — 1992
Bachelor of Business Administration (B.B.A.), International Business
St Augustines San Diego
TD Ameritrade April 2014 - Present
TD Ameritrade January 2012 - Present
TDAmeritrade August 2008 - December 2011
Leaf Mountain Financial Svcs. January 2001 - August 2008
Skills
Series 7, Investments, Mutual Funds, Series 63, Wealth Management, Equities, Securities, Portfolio Management, Retirement Planning, Financial Services, Risk Management
Education
San Diego State University-California State University 1983 — 1992
Bachelor of Business Administration (B.B.A.), International Business
St Augustines San Diego
Thomas Butterfield Thomas Butterfield's TD Ameritrade Experience March 2014 - Present
Job Education Counselor
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
Zrii June 2012 - March 2014
Zrii February 2008 - June 2012
Skills
Direct Sales, Team Building, Leadership, Sales, Sales Management, Employee Training, Business Development, Account Management, Coaching, Team Leadership, Training, Entrepreneurship, New Business Development, Social Networking, Start-ups
Education
Salt Lake Community College 2011 — 2014
Associate's degree, Business Administration and Management, General
TD Ameritrade March 2014 - Present
Zrii June 2012 - March 2014
Zrii February 2008 - June 2012
Skills
Direct Sales, Team Building, Leadership, Sales, Sales Management, Employee Training, Business Development, Account Management, Coaching, Team Leadership, Training, Entrepreneurship, New Business Development, Social Networking, Start-ups
Education
Salt Lake Community College 2011 — 2014
Associate's degree, Business Administration and Management, General
Raymond Albano Raymond Albano's TD Ameritrade Experience January 2006 - March 2006
Job Director, Platinum Relationship Management
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial June 2013 - Present
E*TRADE Financial June 2009 - June 2013
E*TRADE Financial October 2007 - June 2009
E*TRADE Financial March 2006 - October 2007
TD Ameritrade January 2006 - March 2006
TD Ameritrade February 2005 - January 2006
Skills
Series 7, 63, 4, 24,...
Education
Seton Hall University
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial June 2013 - Present
E*TRADE Financial June 2009 - June 2013
E*TRADE Financial October 2007 - June 2009
E*TRADE Financial March 2006 - October 2007
TD Ameritrade January 2006 - March 2006
TD Ameritrade February 2005 - January 2006
Skills
Series 7, 63, 4, 24,...
Education
Seton Hall University
Patti White Patti White's TD Ameritrade Experience 2000 - 2006
Job Executive Admin at Russell Athletic
Industry Textiles
Experience
Russell Athletic December 2009 - Present
TD Ameritrade 2000 - 2006
TD Ameritrade 2000 - 2006
Bell Canada 1997 - 1999
Hunt Personnel /Temporarily Yours 1985 - 1991
Robin Hood MultiFoods 1984 - 1986
Skills
Customer Service
Education
Seneca College of Applied Arts and Technology
Law & Political Science
Russell Athletic December 2009 - Present
TD Ameritrade 2000 - 2006
TD Ameritrade 2000 - 2006
Bell Canada 1997 - 1999
Hunt Personnel /Temporarily Yours 1985 - 1991
Robin Hood MultiFoods 1984 - 1986
Skills
Customer Service
Education
Seneca College of Applied Arts and Technology
Law & Political Science
Stephanie Motzkus, CFP® Stephanie Motzkus, CFP®'s TD Ameritrade Experience May 2011 - June 2013
Job Personal CFO Associate at YellowBrickRoad
Industry Financial Services
Experience
YellowBrickRoad Financial Advisors June 2013 - Present
TD Ameritrade May 2011 - June 2013
Registered Investment Advisor at Royal Alliance October 2008 - May 2012
Skills
Uniform Combined State..., Financial Services, Series 7, Skilled Relationship..., Compliance, Trading, Financial Planning..., Equity Research Analysis, Front to Back Office, Jr Advisor
Education
Mills College
Bachelor's degree, Economics
School for International Training
Kenya: Development, Health, and Society
YellowBrickRoad Financial Advisors June 2013 - Present
TD Ameritrade May 2011 - June 2013
Registered Investment Advisor at Royal Alliance October 2008 - May 2012
Skills
Uniform Combined State..., Financial Services, Series 7, Skilled Relationship..., Compliance, Trading, Financial Planning..., Equity Research Analysis, Front to Back Office, Jr Advisor
Education
Mills College
Bachelor's degree, Economics
School for International Training
Kenya: Development, Health, and Society
Chase Laster Chase Laster's TD Ameritrade Experience May 2014 - Present
Job Social Media Coordinator at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade May 2014 - Present
Plant Detectives March 2013 - Present
Seton Hall University August 2012 - May 2014
De'Longhi January 2014 - April 2014
De'Longhi June 2013 - August 2013
Sony Music Entertainment May 2011 - August 2011
Pennings Farm Market June 2009 - September 2009
Skills
Microsoft Office, Social Media, Networking, Leadership, Marketing, Social Networking, Photoshop, Microsoft Excel, PowerPoint, Shoutlet, Music Industry, Mac OS X, Google Analytics, Community Management, Facebook Marketing, Twitter Marketing, Linkedin Marketing, YouTube, Editorial Calendars, Content Management, Vendor Management, Campaign Management, Regression Analysis, LinkedIn Advertising, Multi Tasking
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Marketing
The College of New Jersey 2008 — 2012
Bachelor of Science, Marketing; Management
TD Ameritrade May 2014 - Present
Plant Detectives March 2013 - Present
Seton Hall University August 2012 - May 2014
De'Longhi January 2014 - April 2014
De'Longhi June 2013 - August 2013
Sony Music Entertainment May 2011 - August 2011
Pennings Farm Market June 2009 - September 2009
Skills
Microsoft Office, Social Media, Networking, Leadership, Marketing, Social Networking, Photoshop, Microsoft Excel, PowerPoint, Shoutlet, Music Industry, Mac OS X, Google Analytics, Community Management, Facebook Marketing, Twitter Marketing, Linkedin Marketing, YouTube, Editorial Calendars, Content Management, Vendor Management, Campaign Management, Regression Analysis, LinkedIn Advertising, Multi Tasking
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Marketing
The College of New Jersey 2008 — 2012
Bachelor of Science, Marketing; Management
Beca Frausto Beca Frausto's TD Ameritrade Experience November 2012 - May 2013
Job PLES Coordinator at Metropolitan Community CollegeFort Campus
Industry Education Management
Experience
Fidelity National Title Group March 2014 - Present
TD Ameritrade November 2012 - May 2013
Planet Fitness August 2012 - January 2013
Creighton University Upward Bound June 2012 - July 2012
Learning Ladder, Inc. January 2012 - May 2012
University of Nebraska-Lincoln August 2010 - May 2011
University of Nebraska-Lincoln January 2008 - May 2010
University of Nebraska-Lincoln Athletics August 2008 - May 2009
University of Nebraska-Lincoln Health Center August 2008 - May 2009
Skills
Customer Service, Microsoft Office, College Recruiting, Mentoring, Spanish, Sports, SPSS, Working With Children, PowerPoint, Recruiting, Microsoft Excel, Time Management, Social Media, Community Outreach, Public Speaking
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Arts, Psychology, Gerontology
San Jose City College 2007 — 2011
Fidelity National Title Group March 2014 - Present
TD Ameritrade November 2012 - May 2013
Planet Fitness August 2012 - January 2013
Creighton University Upward Bound June 2012 - July 2012
Learning Ladder, Inc. January 2012 - May 2012
University of Nebraska-Lincoln August 2010 - May 2011
University of Nebraska-Lincoln January 2008 - May 2010
University of Nebraska-Lincoln Athletics August 2008 - May 2009
University of Nebraska-Lincoln Health Center August 2008 - May 2009
Skills
Customer Service, Microsoft Office, College Recruiting, Mentoring, Spanish, Sports, SPSS, Working With Children, PowerPoint, Recruiting, Microsoft Excel, Time Management, Social Media, Community Outreach, Public Speaking
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Arts, Psychology, Gerontology
San Jose City College 2007 — 2011
Charlene Dury's TD Ameritrade Experience September 2013 - February 2014
Job at
Industry Consumer Goods
Experience
London Regional Children's Museum July 2014 - Present
MGEN Canada November 2013 - August 2014
TD Ameritrade September 2013 - February 2014
Bank of Montreal October 2010 - September 2013
Bank of Montreal December 2007 - October 2010
National Money Mart September 2004 - November 2007
Rogers Communications September 2003 - June 2005
Skills
Credit, Loans, Banking, Consumer Lending, Credit Analysis, Retail Banking, Credit Risk, Commercial Lending, Refinance, Portfolio Management, Relationship Management, Lines Of Credit, Cross Selling, Credit Cards, Cash Management, Financial Services, Financial Risk, AML, Investments, Risk Management, Finance, Internet Banking, Payments, Financial Advisory, Loan Servicing, Financial Analysis, Customer Service, Call Centers, Operational Risk..., Securities, Equities, Bonds, KYC
Education
Sheridan College 2003 — 2005
Diploma, Early childhood education
St. Paul's Secondary 1997 — 2001
OSSD
London Regional Children's Museum July 2014 - Present
MGEN Canada November 2013 - August 2014
TD Ameritrade September 2013 - February 2014
Bank of Montreal October 2010 - September 2013
Bank of Montreal December 2007 - October 2010
National Money Mart September 2004 - November 2007
Rogers Communications September 2003 - June 2005
Skills
Credit, Loans, Banking, Consumer Lending, Credit Analysis, Retail Banking, Credit Risk, Commercial Lending, Refinance, Portfolio Management, Relationship Management, Lines Of Credit, Cross Selling, Credit Cards, Cash Management, Financial Services, Financial Risk, AML, Investments, Risk Management, Finance, Internet Banking, Payments, Financial Advisory, Loan Servicing, Financial Analysis, Customer Service, Call Centers, Operational Risk..., Securities, Equities, Bonds, KYC
Education
Sheridan College 2003 — 2005
Diploma, Early childhood education
St. Paul's Secondary 1997 — 2001
OSSD
Mary Kate Casey's TD Ameritrade Experience August 2013 - Present
Job Communications, Public Affairs & Events Specialist
Industry Public Relations and Communications
Experience
TD Ameritrade August 2013 - Present
Craoi Na Tire Studio of Irish Dance May 2004 - Present
TD Ameritrade June 2012 - August 2013
Skills
Customer Service, Digital Photography, Photoshop, Microsoft Office, iMovie, PowerPoint, Writing, Editing, Presentations, Exceptional verbal, Interpersonal Skill, Press Releases, Social Media, Strategic Communications, Web Content, Community Outreach, Event Planning, Event Management, Creative Direction, Social Media Marketing, Newsletters, Public Relations, Blogging
Education
Saint Louis University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Saint Louis University 2008 — 2012
Certificate, Marketing
Marian High School 2004 — 2008
TD Ameritrade August 2013 - Present
Craoi Na Tire Studio of Irish Dance May 2004 - Present
TD Ameritrade June 2012 - August 2013
Skills
Customer Service, Digital Photography, Photoshop, Microsoft Office, iMovie, PowerPoint, Writing, Editing, Presentations, Exceptional verbal, Interpersonal Skill, Press Releases, Social Media, Strategic Communications, Web Content, Community Outreach, Event Planning, Event Management, Creative Direction, Social Media Marketing, Newsletters, Public Relations, Blogging
Education
Saint Louis University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Saint Louis University 2008 — 2012
Certificate, Marketing
Marian High School 2004 — 2008
Marc Levun's TD Ameritrade Experience June 2006 - September 2008
Job Land Use Planner at Gonzales Law Group
Industry Architecture & Planning
Experience
Gonzales Law Group April 2013 - Present
Moore & Associates August 2012 - February 2013
Fresno Works/AmeriCorps Vista January 2011 - January 2012
San Diego Metropolitan Transit System October 2008 - November 2009
Rea and Parker Research February 2009 - May 2009
TD Ameritrade June 2006 - September 2008
Skills
Planning, Analysis, Public Speaking, Microsoft Office, Public Relations, Non-profits, Research, Policy Analysis, SPSS, Sustainability, Project Planning
Education
San Diego State University-California State University 2008 — 2010
Masters of City Planning (MCP), City Planning
San Diego State University
Bachelor of Arts, Geography (Urban Land Analysis)
Gonzales Law Group April 2013 - Present
Moore & Associates August 2012 - February 2013
Fresno Works/AmeriCorps Vista January 2011 - January 2012
San Diego Metropolitan Transit System October 2008 - November 2009
Rea and Parker Research February 2009 - May 2009
TD Ameritrade June 2006 - September 2008
Skills
Planning, Analysis, Public Speaking, Microsoft Office, Public Relations, Non-profits, Research, Policy Analysis, SPSS, Sustainability, Project Planning
Education
San Diego State University-California State University 2008 — 2010
Masters of City Planning (MCP), City Planning
San Diego State University
Bachelor of Arts, Geography (Urban Land Analysis)
Darryl Sloan Darryl Sloan's TD Ameritrade Experience September 2006 - Present
Job Investment consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2006 - Present
Global American Investments January 2000 - September 2006
J.W. Genesis & Co. January 1995 - December 1999
Skills
Options Strategies, OEX Trading, Teaching Option..., Options, Trading, Bloomberg, Financial Markets, Equity Trading, ETFs, Series 7, Investments, Series 24, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Securities, Series 63
Education
San Diego State University-California State University 1986 — 1987
Teaching Credential, Math & History
San Diego State University-California State University 1975 — 1980
Bachelor of Arts (B.A.), Math & History
TD Ameritrade September 2006 - Present
Global American Investments January 2000 - September 2006
J.W. Genesis & Co. January 1995 - December 1999
Skills
Options Strategies, OEX Trading, Teaching Option..., Options, Trading, Bloomberg, Financial Markets, Equity Trading, ETFs, Series 7, Investments, Series 24, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Securities, Series 63
Education
San Diego State University-California State University 1986 — 1987
Teaching Credential, Math & History
San Diego State University-California State University 1975 — 1980
Bachelor of Arts (B.A.), Math & History
Ninus Gelyana Ninus Gelyana's TD Ameritrade Experience June 2011 - October 2011
Job Cost Basis at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2011 - Present
TD Ameritrade June 2011 - October 2011
Education
San Diego State University-California State University 2005 — 2007
Bachelor's, Finance
San Diego State University-California State University 2005 — 2007
Bachelor's, Finanicial Services
LPL Financial October 2011 - Present
TD Ameritrade June 2011 - October 2011
Education
San Diego State University-California State University 2005 — 2007
Bachelor's, Finance
San Diego State University-California State University 2005 — 2007
Bachelor's, Finanicial Services
Richard Powers Richard Powers's TD Ameritrade Experience February 2005 - April 2006
Job Vice President, Institutional Fixed Income Sales at Incapital
Industry Financial Services
Experience
Incapital February 2015 - Present
Hapoalim Securities USA January 2014 - September 2014
BNY Mellon January 2008 - August 2013
TD Ameritrade February 2005 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Securities, Investments, Banking, Series 7, Financial Markets, Financial Analysis, Derivatives, Portfolio Management, Series 63, Bonds, Bloomberg Terminal, Financial Services, FINRA, Middle Office, Options
Education
Siena College 1999 — 2003
BS, Finance, General
Massapequa High 1995 — 1999
Incapital February 2015 - Present
Hapoalim Securities USA January 2014 - September 2014
BNY Mellon January 2008 - August 2013
TD Ameritrade February 2005 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Securities, Investments, Banking, Series 7, Financial Markets, Financial Analysis, Derivatives, Portfolio Management, Series 63, Bonds, Bloomberg Terminal, Financial Services, FINRA, Middle Office, Options
Education
Siena College 1999 — 2003
BS, Finance, General
Massapequa High 1995 — 1999
Jose A. Ortiz Jose A. Ortiz's TD Ameritrade Experience December 2009 - October 2013
Job Risk Management and Assurance
Industry Information Technology and Services
Experience
First Data Corporation September 2014 - Present
Ideal Convergence, LLC November 2012 - October 2014
TD Ameritrade December 2009 - October 2013
Merrill Lynch February 2006 - April 2009
Citigroup April 2004 - February 2006
Morgan Stanley November 1998 - April 2004
Skills
IT Audit, Information Security, Risk Management, CISA, Security, Governance, Information Technology, Internal Audit, Disaster Recovery, Information Security..., CISSP, Enterprise Risk..., COBIT, Business Continuity, ITIL, PCI DSS, IT Risk Management, IT Governance, Risk Mitigation, Audit, Risk, ISO 27001, IT Risk, Risk Assessment, Compliance Management, SOX, SAS70, Hardware, Troubleshooting, Servers, Operating Systems, Software Installation, IT Management, IT Operations, Auditing, IT Strategy, ITGC, Privacy, Internal Controls, Security Audits, Program Management, Firewalls, Information Security..., Network Security, Vulnerability Assessment, Application Development, Computer Hardware, Laptops, System Administration
Education
Siena College 1986 — 1990
BS, Computer Science with minors in Physics & Mathematics
First Data Corporation September 2014 - Present
Ideal Convergence, LLC November 2012 - October 2014
TD Ameritrade December 2009 - October 2013
Merrill Lynch February 2006 - April 2009
Citigroup April 2004 - February 2006
Morgan Stanley November 1998 - April 2004
Skills
IT Audit, Information Security, Risk Management, CISA, Security, Governance, Information Technology, Internal Audit, Disaster Recovery, Information Security..., CISSP, Enterprise Risk..., COBIT, Business Continuity, ITIL, PCI DSS, IT Risk Management, IT Governance, Risk Mitigation, Audit, Risk, ISO 27001, IT Risk, Risk Assessment, Compliance Management, SOX, SAS70, Hardware, Troubleshooting, Servers, Operating Systems, Software Installation, IT Management, IT Operations, Auditing, IT Strategy, ITGC, Privacy, Internal Controls, Security Audits, Program Management, Firewalls, Information Security..., Network Security, Vulnerability Assessment, Application Development, Computer Hardware, Laptops, System Administration
Education
Siena College 1986 — 1990
BS, Computer Science with minors in Physics & Mathematics
Eric Burleigh Eric Burleigh's TD Ameritrade Experience August 2010 - January 2012
Job Public speaker at Online Trading Academy
Industry Financial Services
Experience
Online Trading Academy December 2012 - Present
TD Ameritrade August 2010 - January 2012
ClickIncome 2001 - 2006
Skills
Sales Management, Salesforce.com, Sales, Cold Calling, Microsoft Excel, Microsoft Word, Public Speaking, Property & Casualty...
Education
Salt Lake Community College
Online Trading Academy December 2012 - Present
TD Ameritrade August 2010 - January 2012
ClickIncome 2001 - 2006
Skills
Sales Management, Salesforce.com, Sales, Cold Calling, Microsoft Excel, Microsoft Word, Public Speaking, Property & Casualty...
Education
Salt Lake Community College
Anne Scovel Anne Scovel's TD Ameritrade Experience 2005 - 2011
Job Plant Specialist/Customer Service Representative at Walter Andersen Nursery
Industry
Experience
Richard Heath and Associates, Inc. (RHA) August 2013 - March 2014
American Solar Direct Inc. November 2012 - July 2013
TD Ameritrade 2005 - 2011
TD Waterhouse 2003 - 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Skills
Leadership, Equities, Customer Service, Bloomberg, Securities, Mergers & Acquisitions, Public Speaking, Social Media, Management, Microsoft Office, Trading, Budgets, Series 7, Strategic Planning, Program Management, Sales
Education
San Diego State University, College of Extended Studies 2012 — 2012
Professional Certificate in Water Management & Landscape Sustainability
San Diego Continuing Education 2011 — 2011
120 Hour Green Building Program
University of California, Santa Barbara 1994 — 1999
BA, Sociology
Richard Heath and Associates, Inc. (RHA) August 2013 - March 2014
American Solar Direct Inc. November 2012 - July 2013
TD Ameritrade 2005 - 2011
TD Waterhouse 2003 - 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Skills
Leadership, Equities, Customer Service, Bloomberg, Securities, Mergers & Acquisitions, Public Speaking, Social Media, Management, Microsoft Office, Trading, Budgets, Series 7, Strategic Planning, Program Management, Sales
Education
San Diego State University, College of Extended Studies 2012 — 2012
Professional Certificate in Water Management & Landscape Sustainability
San Diego Continuing Education 2011 — 2011
120 Hour Green Building Program
University of California, Santa Barbara 1994 — 1999
BA, Sociology
Nancy Andersen's TD Ameritrade Experience June 2010 - June 2015
Job Client Side Developer at TD Ameritrade
Industry Internet
Experience
Doctors Without Borders/Médecins Sans Frontières USA July 2015 - Present
TD Ameritrade June 2010 - June 2015
www.nanca.com January 2010 - July 2010
Ripple6 April 2008 - February 2010
Magnani Caruso Dutton December 2007 - April 2008
webmd.com March 2006 - March 2008
Doctors Without Borders/Médecins Sans Frontières September 2004 - January 2006
Morgan Stanley 1988 - 1999
Skills
JavaScript, CSS, User Interface Design, Front-end, Web Development, HTML, Information Architecture, CMS, Usability, Photoshop, XML, XHTML, Software Development, Web Services, User Experience
Education
NYU - New York University 2007 — 2009
Certificate, Global Affairs
School of Visual Arts 2007 — 2007
Advanced Flash CS3 Actionscript 3.0
Doctors Without Borders/Médecins Sans Frontières USA July 2015 - Present
TD Ameritrade June 2010 - June 2015
www.nanca.com January 2010 - July 2010
Ripple6 April 2008 - February 2010
Magnani Caruso Dutton December 2007 - April 2008
webmd.com March 2006 - March 2008
Doctors Without Borders/Médecins Sans Frontières September 2004 - January 2006
Morgan Stanley 1988 - 1999
Skills
JavaScript, CSS, User Interface Design, Front-end, Web Development, HTML, Information Architecture, CMS, Usability, Photoshop, XML, XHTML, Software Development, Web Services, User Experience
Education
NYU - New York University 2007 — 2009
Certificate, Global Affairs
School of Visual Arts 2007 — 2007
Advanced Flash CS3 Actionscript 3.0
Ryan Sladich Ryan Sladich's TD Ameritrade Experience January 2012 - Present
Job Senior Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade January 2012 - Present
TD Ameritrade July 2011 - January 2012
SDSU Small Business Consulting January 2010 - May 2010
Internet Marketing Inc. June 2009 - March 2010
Southern California Marketing & Barter May 2009 - August 2009
Skills
SEO, Salesforce.com, Marketing, Sales, Customer Service, Microsoft Office, Financial Services, Management, Email Marketing, Analysis
Education
San Diego State University-California State University 2006 — 2010
Bachelor's, Marketing
Garden Grove High School
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade January 2012 - Present
TD Ameritrade July 2011 - January 2012
SDSU Small Business Consulting January 2010 - May 2010
Internet Marketing Inc. June 2009 - March 2010
Southern California Marketing & Barter May 2009 - August 2009
Skills
SEO, Salesforce.com, Marketing, Sales, Customer Service, Microsoft Office, Financial Services, Management, Email Marketing, Analysis
Education
San Diego State University-California State University 2006 — 2010
Bachelor's, Marketing
Garden Grove High School
Randall Marquez's TD Ameritrade Experience July 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
TD Ameritrade July 2007 - Present
Skills
Estate Planning, Asset Allocation, Investments, Risk Management, Financial Services, Wealth Management..., Retirement Planning, Wealth Management, Retirement
Education
San Jose State University
BA
TD Ameritrade July 2007 - Present
Skills
Estate Planning, Asset Allocation, Investments, Risk Management, Financial Services, Wealth Management..., Retirement Planning, Wealth Management, Retirement
Education
San Jose State University
BA
Kris Kyhn Kris Kyhn's TD Ameritrade Experience November 2013 - September 2014
Job CenturyLink Repair Service Technician
Industry Internet
Experience
CenturyLink Business July 2014 - Present
TD Ameritrade November 2013 - September 2014
PayPal 2008 - 2013
Kroger 2007 - 2008
Skills
Customer Satisfaction, Call Centers, Customer Experience, Customer Retention, Customer Support, Process Improvement, Project Management, Social Media, Team Building
Education
University of Nebraska at Omaha 1997 — 1998
Southeast Community College 1997 — 1997
CenturyLink Business July 2014 - Present
TD Ameritrade November 2013 - September 2014
PayPal 2008 - 2013
Kroger 2007 - 2008
Skills
Customer Satisfaction, Call Centers, Customer Experience, Customer Retention, Customer Support, Process Improvement, Project Management, Social Media, Team Building
Education
University of Nebraska at Omaha 1997 — 1998
Southeast Community College 1997 — 1997
Patrick Glaze's TD Ameritrade Experience October 2011 - July 2013
Job Relationship Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
J.P. Morgan April 2014 - January 2015
New York Life Insurance Company August 2013 - March 2014
TD Ameritrade October 2011 - July 2013
Wells Fargo July 2010 - October 2011
Skills
Accounting, Banking, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Excel, Sales, Sales Management, Strategic Financial...
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Credit Suisse January 2015 - Present
J.P. Morgan April 2014 - January 2015
New York Life Insurance Company August 2013 - March 2014
TD Ameritrade October 2011 - July 2013
Wells Fargo July 2010 - October 2011
Skills
Accounting, Banking, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Excel, Sales, Sales Management, Strategic Financial...
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Carlos A. Rueda Carlos A. Rueda's TD Ameritrade Experience July 2010 - Present
Job Product Manager, Cash Programs
Industry Financial Services
Experience
TD Ameritrade July 2010 - Present
UBS Financial Services, Inc. April 2006 - April 2009
Skills
Banking, Analysis, Business Strategy, Cash Management, Credit Cards, Data Analysis, Financial Services, Management, Market Research, Portfolio Management, Program Management, Risk Management
Education
NBHS
Saint Peter's University
BS, Biology
TD Ameritrade July 2010 - Present
UBS Financial Services, Inc. April 2006 - April 2009
Skills
Banking, Analysis, Business Strategy, Cash Management, Credit Cards, Data Analysis, Financial Services, Management, Market Research, Portfolio Management, Program Management, Risk Management
Education
NBHS
Saint Peter's University
BS, Biology
Garret Orr Garret Orr's TD Ameritrade Experience November 2014 - January 2015
Job Sales Executive, Leader & Consultant
Industry E-Learning
Experience
American InterContinental University January 2015 - Present
G.O. Advisors September 2007 - Present
TD Ameritrade November 2014 - January 2015
ACI Specialty Benefits January 2014 - October 2014
Retrofit November 2012 - December 2013
Ashford University December 2008 - November 2012
Kaplan Higher Education July 2006 - December 2008
University of Phoenix June 2001 - July 2006
QuicKnowledge, Inc. 1998 - 2001
FranklinCovey May 1993 - August 1998
Skills
Performance Improvement, Organizational Change, E-learning, Leadership Development, Organizational..., Project Management, Sales Management, Account Management, E-Learning, Change Management, Management, Leadership, New Business Development, Coaching, Recruiting, Business Development, CRM, Public Speaking, Sales Operations, Training, B2B, Strategy, Team Building, Strategic Planning, Healthcare, Start-ups, Entrepreneurship, Strategic Partnerships, Marketing, Cross-functional Team..., Sales, Team Leadership, Lead Generation, Marketing Strategy, Sales Process, Selling, Business Strategy, Time Management, Direct Sales, Social Networking, Salesforce.com, Market Research, Marketing Communications, Consulting, Employee Training
Education
University of Phoenix 2004 — 2006
MBA, Business Administration, Marketing
Southern Utah University 1997 — 1999
Bachelors, Industrial and Organizational Psychology
Salt Lake Community College 1991 — 1993
Associate of Arts (A.A.), General Studies
American InterContinental University January 2015 - Present
G.O. Advisors September 2007 - Present
TD Ameritrade November 2014 - January 2015
ACI Specialty Benefits January 2014 - October 2014
Retrofit November 2012 - December 2013
Ashford University December 2008 - November 2012
Kaplan Higher Education July 2006 - December 2008
University of Phoenix June 2001 - July 2006
QuicKnowledge, Inc. 1998 - 2001
FranklinCovey May 1993 - August 1998
Skills
Performance Improvement, Organizational Change, E-learning, Leadership Development, Organizational..., Project Management, Sales Management, Account Management, E-Learning, Change Management, Management, Leadership, New Business Development, Coaching, Recruiting, Business Development, CRM, Public Speaking, Sales Operations, Training, B2B, Strategy, Team Building, Strategic Planning, Healthcare, Start-ups, Entrepreneurship, Strategic Partnerships, Marketing, Cross-functional Team..., Sales, Team Leadership, Lead Generation, Marketing Strategy, Sales Process, Selling, Business Strategy, Time Management, Direct Sales, Social Networking, Salesforce.com, Market Research, Marketing Communications, Consulting, Employee Training
Education
University of Phoenix 2004 — 2006
MBA, Business Administration, Marketing
Southern Utah University 1997 — 1999
Bachelors, Industrial and Organizational Psychology
Salt Lake Community College 1991 — 1993
Associate of Arts (A.A.), General Studies
Bobby Byrne Bobby Byrne's TD Ameritrade Experience October 2000 - May 2002
Job Franchise Owner at Liberty Tax Service
Industry Financial Services
Experience
Liberty Tax Service January 2015 - Present
Silver Star Credit, LLC March 2009 - Present
The Fish Guys January 2003 - Present
Calmark Systems Corporation September 2008 - March 2009
Banc of America Investment Services May 2002 - September 2008
TD Ameritrade October 2000 - May 2002
Chula Vista Elementary School District March 2000 - November 2000
Bank of America October 1998 - October 2000
Radisson February 1996 - October 1998
Ramada Plaza Hotel San Diego - Old Town October 1993 - February 1996
Skills
Credit, Strategic Financial..., Series 7, Investments, Wealth Management, Credit Reports, Credit Scoring, Litigation Support, Mutual Funds, Portfolio Management, Insurance, Finance, Entrepreneurship, Retirement Planning, Series 63, Credit Analysis, Mortgage Lending, Refinance, Financial Advisory, Financial Services, Small Business, Commercial Lending, Mortgage Banking, Investment Advisory, Asset Management, Retirement, Residential Mortgages, Banking, Funding, Securities, Asset Allocation, Wealth, Fixed Annuities, Investment Strategies, Alternative Investments, Life Insurance, IRAs, Risk Management, 401k, Financial Planners, Fixed Income, Equities, Relationship Management, Financial Planning
Education
San Diego State University-California State University 1992 — 1998
Bachelor of Arts, Economics
San Diego Mesa College 1993 — 1997
Associate in Science, Aviation - Flight Operations
Liberty Tax Service January 2015 - Present
Silver Star Credit, LLC March 2009 - Present
The Fish Guys January 2003 - Present
Calmark Systems Corporation September 2008 - March 2009
Banc of America Investment Services May 2002 - September 2008
TD Ameritrade October 2000 - May 2002
Chula Vista Elementary School District March 2000 - November 2000
Bank of America October 1998 - October 2000
Radisson February 1996 - October 1998
Ramada Plaza Hotel San Diego - Old Town October 1993 - February 1996
Skills
Credit, Strategic Financial..., Series 7, Investments, Wealth Management, Credit Reports, Credit Scoring, Litigation Support, Mutual Funds, Portfolio Management, Insurance, Finance, Entrepreneurship, Retirement Planning, Series 63, Credit Analysis, Mortgage Lending, Refinance, Financial Advisory, Financial Services, Small Business, Commercial Lending, Mortgage Banking, Investment Advisory, Asset Management, Retirement, Residential Mortgages, Banking, Funding, Securities, Asset Allocation, Wealth, Fixed Annuities, Investment Strategies, Alternative Investments, Life Insurance, IRAs, Risk Management, 401k, Financial Planners, Fixed Income, Equities, Relationship Management, Financial Planning
Education
San Diego State University-California State University 1992 — 1998
Bachelor of Arts, Economics
San Diego Mesa College 1993 — 1997
Associate in Science, Aviation - Flight Operations
Richard Gant, CFS®'s TD Ameritrade Experience 2003 - 2007
Job Vice President & Financial Advisor at CenterState Financial Services
Industry Financial Services
Experience
CenterState Bank 2008 - Present
Colonial Brokerage, Inc. 2007 - 2008
TD Ameritrade 2003 - 2007
TD Ameritrade 2000 - 2003
Legg Mason 1998 - 2000
Skills
Leadership, Asset Management, Economics, Organizational..., Communication, Equities, Fixed Income, Problem Solving, Research, Asset Allocation, 401k Rollovers, Trusts, Endowments, Asset Based Lending, Diversification, ETFs, Options, Business Planning, Team Building, Financial Coaching, Credit, Municipalities
Education
Southeastern Louisiana University
Bachelor of Arts (BA), Economics & Minor Business Management
CenterState Bank 2008 - Present
Colonial Brokerage, Inc. 2007 - 2008
TD Ameritrade 2003 - 2007
TD Ameritrade 2000 - 2003
Legg Mason 1998 - 2000
Skills
Leadership, Asset Management, Economics, Organizational..., Communication, Equities, Fixed Income, Problem Solving, Research, Asset Allocation, 401k Rollovers, Trusts, Endowments, Asset Based Lending, Diversification, ETFs, Options, Business Planning, Team Building, Financial Coaching, Credit, Municipalities
Education
Southeastern Louisiana University
Bachelor of Arts (BA), Economics & Minor Business Management
Brittney Partow Brittney Partow's TD Ameritrade Experience May 2013 - Present
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
AXA Advisors April 2012 - October 2012
Batten Accountancy, Inc. July 2010 - January 2011
Skills
Financial Planners, Microsoft Excel, Financial Advisory, Retirement Planning, PowerPoint, Series 7, Estate Planning, Financial Analysis, Investment Advisory, Strategic Financial..., Retirement, Series 66, Uniform Combined State..., Investment Strategies, Financial Planning, Investments
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Finance, General
TD Ameritrade May 2013 - Present
AXA Advisors April 2012 - October 2012
Batten Accountancy, Inc. July 2010 - January 2011
Skills
Financial Planners, Microsoft Excel, Financial Advisory, Retirement Planning, PowerPoint, Series 7, Estate Planning, Financial Analysis, Investment Advisory, Strategic Financial..., Retirement, Series 66, Uniform Combined State..., Investment Strategies, Financial Planning, Investments
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Joseph Araneo Joseph Araneo's TD Ameritrade Experience March 1999 - October 2003
Job Business Owner at American Limousine & Car Service
Industry Transportation/Trucking/Railroad
Experience
American Limousine & Car Service January 2007 - Present
ADP April 2005 - Present
Joseph's Limousine Service April 2002 - April 2009
Quick & Reilly October 2003 - September 2004
TD Ameritrade March 1999 - October 2003
Morgan Stanley January 1998 - January 1999
Skills
Management, Employee Benefits, Payroll, Team Building, New Business Development, Sales, Salesforce.com, Time Management, Account Management, Process Improvement, 401k, Investments, Direct Sales, Insurance, Training, ADP Payroll, Leadership, Business Analysis, CRM, Cold Calling, Business Development, Strategic Planning, Sales Management, Selling, Sales Presentations, Retirement
Education
Seton Hall University 1992 — 1996
BS, Business Finance
Seton Hall Preparatory School 1988 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Joseph's Elementary School 1979 — 1988
American Limousine & Car Service January 2007 - Present
ADP April 2005 - Present
Joseph's Limousine Service April 2002 - April 2009
Quick & Reilly October 2003 - September 2004
TD Ameritrade March 1999 - October 2003
Morgan Stanley January 1998 - January 1999
Skills
Management, Employee Benefits, Payroll, Team Building, New Business Development, Sales, Salesforce.com, Time Management, Account Management, Process Improvement, 401k, Investments, Direct Sales, Insurance, Training, ADP Payroll, Leadership, Business Analysis, CRM, Cold Calling, Business Development, Strategic Planning, Sales Management, Selling, Sales Presentations, Retirement
Education
Seton Hall University 1992 — 1996
BS, Business Finance
Seton Hall Preparatory School 1988 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Joseph's Elementary School 1979 — 1988
Isaac Lance Eisenhauer's TD Ameritrade Experience April 2013 - April 2015
Job Hedge Fund Manager Derivatives
Industry Investment Management
Experience
TD Ameritrade April 2013 - April 2015
Wall Street Trading, LLC. June 2012 - April 2013
TD Ameritrade March 2010 - June 2012
Northwestern Mutual May 2007 - February 2008
Education
Southeastern University 2005 — 2009
Finance
TD Ameritrade April 2013 - April 2015
Wall Street Trading, LLC. June 2012 - April 2013
TD Ameritrade March 2010 - June 2012
Northwestern Mutual May 2007 - February 2008
Education
Southeastern University 2005 — 2009
Finance
Bredawn Riley Bredawn Riley's TD Ameritrade Experience 2006 - 2007
Job Registered Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners March 2008 - Present
Wells Fargo Advisors 2007 - 2008
TD Ameritrade 2006 - 2007
TD Ameritrade 2006 - 2007
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA)
ING Financial Partners March 2008 - Present
Wells Fargo Advisors 2007 - 2008
TD Ameritrade 2006 - 2007
TD Ameritrade 2006 - 2007
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA)
Alex Fox's TD Ameritrade Experience June 2009 - September 2015
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade September 2015 - Present
Special Olympics Utah 2012 - Present
TD Ameritrade June 2009 - September 2015
5 Buck Pizza of Taylorsville April 2001 - August 2009
E*TRADE Financial April 2008 - April 2009
Fairchild Semiconductor May 2007 - October 2007
UPS October 2005 - October 2007
Utah Army National Guard September 1993 - October 2001
Skills
Trading, Equities, Account Management, Asset Management, Public Speaking, Employee Relations, Budgeting, series 66, Series 7, Asset Managment, Budgets, Coaching, Leadership, Management, Portfolio Management, Recruiting, Sales, Series 63, Strategic Planning, Strategy, Uniform Combined State..., Investments, Finance, Team Building, Financial Services, Risk Management, Mutual Funds, Financial Planning, Wealth Management, Retirement Planning, Securities, Microsoft Office, Process Improvement, Entrepreneurship, Financial Analysis, Asset Allocation, Business Strategy, Relationship Management, Investment Advisory, Sales Management, Consulting, Marketing, Banking, CRM, Analysis, Business Development, Investment Strategies, Program Management, Options
Education
Salt Lake Community College 1998 — 1999
Business/Managerial Economics
Taylorsville High School 1991 — 1994
High School Diploma
LDS BUSINESS COLLEGE
Associate of Science, generals
Scottrade September 2015 - Present
Special Olympics Utah 2012 - Present
TD Ameritrade June 2009 - September 2015
5 Buck Pizza of Taylorsville April 2001 - August 2009
E*TRADE Financial April 2008 - April 2009
Fairchild Semiconductor May 2007 - October 2007
UPS October 2005 - October 2007
Utah Army National Guard September 1993 - October 2001
Skills
Trading, Equities, Account Management, Asset Management, Public Speaking, Employee Relations, Budgeting, series 66, Series 7, Asset Managment, Budgets, Coaching, Leadership, Management, Portfolio Management, Recruiting, Sales, Series 63, Strategic Planning, Strategy, Uniform Combined State..., Investments, Finance, Team Building, Financial Services, Risk Management, Mutual Funds, Financial Planning, Wealth Management, Retirement Planning, Securities, Microsoft Office, Process Improvement, Entrepreneurship, Financial Analysis, Asset Allocation, Business Strategy, Relationship Management, Investment Advisory, Sales Management, Consulting, Marketing, Banking, CRM, Analysis, Business Development, Investment Strategies, Program Management, Options
Education
Salt Lake Community College 1998 — 1999
Business/Managerial Economics
Taylorsville High School 1991 — 1994
High School Diploma
LDS BUSINESS COLLEGE
Associate of Science, generals
Greg Crosby Greg Crosby's TD Ameritrade Experience July 2007 - November 2008
Job Product Line Manager at HGST/GTechnology
Industry Marketing and Advertising
Experience
HGST, a Western Digital company October 2011 - Present
FINLEY DESIGN SERVICES, INC November 2008 - October 2011
TD Ameritrade July 2007 - November 2008
West Corporation January 2007 - July 2007
United States Air Force June 2005 - November 2006
University of Maryland University College January 2004 - June 2005
Legg Mason August 2000 - September 2003
Legg Mason August 2000 - September 2003
Tower Federal Credit Union January 2000 - July 2000
Circuit City May 1996 - January 2000
Skills
Windows, Customer Relations, Troubleshooting, Microsoft Office, Adobe Acrobat, HTML, Customer Service, Project Management, Social Media Marketing, Project Planning, Management, Program Management, CRM, Product Marketing, Cross-functional Team..., Marketing, Product Management, Strategic Partnerships, Strategy, Marketing Strategy, Online Marketing
Education
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE - College 1999 — 2005
Bachelor of Science, Business Adminstration / Marketing
San Jose State University 1996 — 1999
General Education, Business, Management, Marketing, and Related Support Services
HGST, a Western Digital company October 2011 - Present
FINLEY DESIGN SERVICES, INC November 2008 - October 2011
TD Ameritrade July 2007 - November 2008
West Corporation January 2007 - July 2007
United States Air Force June 2005 - November 2006
University of Maryland University College January 2004 - June 2005
Legg Mason August 2000 - September 2003
Legg Mason August 2000 - September 2003
Tower Federal Credit Union January 2000 - July 2000
Circuit City May 1996 - January 2000
Skills
Windows, Customer Relations, Troubleshooting, Microsoft Office, Adobe Acrobat, HTML, Customer Service, Project Management, Social Media Marketing, Project Planning, Management, Program Management, CRM, Product Marketing, Cross-functional Team..., Marketing, Product Management, Strategic Partnerships, Strategy, Marketing Strategy, Online Marketing
Education
UNIVERSITY OF MARYLAND UNIVERSITY COLLEGE - College 1999 — 2005
Bachelor of Science, Business Adminstration / Marketing
San Jose State University 1996 — 1999
General Education, Business, Management, Marketing, and Related Support Services
Kathryn Revels Kathryn Revels's TD Ameritrade Experience April 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TD Ameritrade April 2014 - Present
TD Ameritrade July 2012 - Present
Fidelity Investments February 2011 - May 2012
Comcast Cable September 2008 - January 2011
Skills
Stock Trading, Mutual Funds, Series 7, Series 63, Series 66, FINRA, Customer Service, Sales, Management, Trading, Financial Services, Investments, Retirement Planning, Risk Management, Financial Planning, Asset Management, Portfolio Management, Equities, Finance, Insurance, Investment Advisory, Asset Allocation, Financial Advisory
Education
University of Utah 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Salt Lake Community College 2004 — 2008
Associate of Science (A.S.), General Studies
TD Ameritrade April 2015 - Present
TD Ameritrade April 2014 - Present
TD Ameritrade July 2012 - Present
Fidelity Investments February 2011 - May 2012
Comcast Cable September 2008 - January 2011
Skills
Stock Trading, Mutual Funds, Series 7, Series 63, Series 66, FINRA, Customer Service, Sales, Management, Trading, Financial Services, Investments, Retirement Planning, Risk Management, Financial Planning, Asset Management, Portfolio Management, Equities, Finance, Insurance, Investment Advisory, Asset Allocation, Financial Advisory
Education
University of Utah 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Salt Lake Community College 2004 — 2008
Associate of Science (A.S.), General Studies
Christopher Copley Christopher Copley's TD Ameritrade Experience May 2014 - Present
Job Customer Service/Finance Representative
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
Ne2 Group, LLC December 2013 - April 2014
JPMorgan Chase Bank N.A. May 2011 - November 2013
Tool-Flo Manufacturing October 2007 - March 2010
Prime Communications October 2006 - October 2007
Skills
Loans, Credit, Mortgage Lending, Banking, Loan Origination, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Mortgage Banking, Commercial Lending, Lines Of Credit, Series 63, Investments, Refinance
Education
University of Houston-Clear Lake 2011 — 2014
Currently Enrolled, Business and Personal/Financial Services Marketing Operations
San Jacinto College 2010 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
TD Ameritrade May 2014 - Present
Ne2 Group, LLC December 2013 - April 2014
JPMorgan Chase Bank N.A. May 2011 - November 2013
Tool-Flo Manufacturing October 2007 - March 2010
Prime Communications October 2006 - October 2007
Skills
Loans, Credit, Mortgage Lending, Banking, Loan Origination, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Mortgage Banking, Commercial Lending, Lines Of Credit, Series 63, Investments, Refinance
Education
University of Houston-Clear Lake 2011 — 2014
Currently Enrolled, Business and Personal/Financial Services Marketing Operations
San Jacinto College 2010 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
Jennifer Schulman Jennifer Schulman's TD Ameritrade Experience 1996 - 2001
Job Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2005 - Present
BNY Mellon 2005 - Present
TD Ameritrade 1996 - 2001
TD Ameritrade 1996 - 2001
Skills
Asset Management, Investments, Equities, Wealth Management, Alternative Investments, Portfolio Management, Securities, Asset Allocation, Valuation, Due Diligence, Mergers & Acquisitions, Options, Risk Management, Financial Modeling, Series 7
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Arts (B.A.), International Business
BNY Mellon Wealth Management February 2005 - Present
BNY Mellon 2005 - Present
TD Ameritrade 1996 - 2001
TD Ameritrade 1996 - 2001
Skills
Asset Management, Investments, Equities, Wealth Management, Alternative Investments, Portfolio Management, Securities, Asset Allocation, Valuation, Due Diligence, Mergers & Acquisitions, Options, Risk Management, Financial Modeling, Series 7
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Arts (B.A.), International Business
Robert Fenno Robert Fenno's TD Ameritrade Experience March 2007 - July 2013
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2013 - Present
TD Ameritrade March 2007 - July 2013
AXA Equitable May 2005 - February 2007
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Retirement, 401k, Alternative Investments, FINRA, Financial Advisory, IRAs, Securities, Series 24, Series 65, Uniform Combined State..., Wealth Management..., Asset Management, Financial Planning, Financial Services
Education
Sam Houston State University 2002 — 2004
Bachelor of Business Administration (B.B.A.)
The Mutual Fund Store July 2013 - Present
TD Ameritrade March 2007 - July 2013
AXA Equitable May 2005 - February 2007
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Retirement, 401k, Alternative Investments, FINRA, Financial Advisory, IRAs, Securities, Series 24, Series 65, Uniform Combined State..., Wealth Management..., Asset Management, Financial Planning, Financial Services
Education
Sam Houston State University 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Michael Yong Michael Yong's TD Ameritrade Experience January 2013 - Present
Job Senior Designer at TD Ameritrade
Industry Graphic Design
Experience
TD Ameritrade January 2013 - Present
Freelance June 2002 - Present
THECOOPERGROUP, Ltd. September 2009 - August 2012
Wilson RMS October 2003 - October 2006
New York City Department of Housing Preservation and Development October 2000 - May 2003
Skills
Art Direction, Graphic Design, Typography, Illustration, Layout, Advertising, Graphics, Art, Publishing, QuarkXPress, Direct Mail, Creative Direction, Image Manipulation, Corporate Identity, Interaction Design
Education
School of Visual Arts 1996 — 2000
Bachelor's of Fine Arts, Illustration
Stuyvesant High School 1990 — 1994
Regents Diploma
TD Ameritrade January 2013 - Present
Freelance June 2002 - Present
THECOOPERGROUP, Ltd. September 2009 - August 2012
Wilson RMS October 2003 - October 2006
New York City Department of Housing Preservation and Development October 2000 - May 2003
Skills
Art Direction, Graphic Design, Typography, Illustration, Layout, Advertising, Graphics, Art, Publishing, QuarkXPress, Direct Mail, Creative Direction, Image Manipulation, Corporate Identity, Interaction Design
Education
School of Visual Arts 1996 — 2000
Bachelor's of Fine Arts, Illustration
Stuyvesant High School 1990 — 1994
Regents Diploma
Kailen Cook Kailen Cook's TD Ameritrade Experience 1999 - 2010
Job Vice President at Alpha Global Invesments | Realtor at Seacoast Exclusive Properties "San Diego Finance & Real Estate"
Industry Investment Management
Experience
Alpha Global Investments January 2014 - Present
Sea Coast Exclusive Properties October 2011 - Present
LPL Financial 2012 - 2014
Wells Fargo Advisors 2010 - 2012
TD Ameritrade 1999 - 2010
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Planning, Financial Advisory, Asset Allocation, Real Estate, Wealth Management, Financial Analysis, Investment Management, Investment Strategies
Education
San Diego State University-California State University
Master's Degree, Finance and Financial Management Services
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Washington State University
Alpha Global Investments January 2014 - Present
Sea Coast Exclusive Properties October 2011 - Present
LPL Financial 2012 - 2014
Wells Fargo Advisors 2010 - 2012
TD Ameritrade 1999 - 2010
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Planning, Financial Advisory, Asset Allocation, Real Estate, Wealth Management, Financial Analysis, Investment Management, Investment Strategies
Education
San Diego State University-California State University
Master's Degree, Finance and Financial Management Services
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Washington State University
Adam Toline Adam Toline's TD Ameritrade Experience August 2014 - Present
Job Engineer, Corporate Security at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade August 2014 - Present
TD Ameritrade September 2013 - August 2014
TD Ameritrade January 2013 - September 2013
The Nebraska Medical Center April 2012 - November 2012
P&L Technology September 2010 - March 2012
USSTRATCOM November 2009 - August 2010
US Navy, USS San Antonio LPD 17 April 2008 - August 2009
Naval Computer and Telecommunications Area Master March 2006 - March 2008
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Servers, Operating Systems, Technical Support, Windows, Software Installation, Hardware, Software Documentation, Security, Routers, Switches, Databases, WAN, Networking, Windows 7, Network Administration, Help Desk Support, IIS, System Administration, Information Technology, XP, Windows Vista, VMware, Blackberry Enterprise..., DNS, Laptops, Remote Desktop, DHCP, TCP/IP, LAN-WAN, Computer Hardware, Computer Security, Process Improvement, HP, Wireless Networking, Dell Computers, Printers, Incident Management, Security, Computer Repair, Telecommunications, Citrix, Cabling, Terminal Services, Microsoft Office, Workstations, SharePoint
Education
Bellevue University 2014 — 2016
Bachelor of Science (B.S.), Cybersecurity
IT "A" School 2005 — 2006
United States Navy - IT A School, Information Technology
Southeast Community College 2004 — 2005
University of Nebraska-Lincoln 2003 — 2004
Pre-Dentistry Studies
TD Ameritrade August 2014 - Present
TD Ameritrade September 2013 - August 2014
TD Ameritrade January 2013 - September 2013
The Nebraska Medical Center April 2012 - November 2012
P&L Technology September 2010 - March 2012
USSTRATCOM November 2009 - August 2010
US Navy, USS San Antonio LPD 17 April 2008 - August 2009
Naval Computer and Telecommunications Area Master March 2006 - March 2008
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Servers, Operating Systems, Technical Support, Windows, Software Installation, Hardware, Software Documentation, Security, Routers, Switches, Databases, WAN, Networking, Windows 7, Network Administration, Help Desk Support, IIS, System Administration, Information Technology, XP, Windows Vista, VMware, Blackberry Enterprise..., DNS, Laptops, Remote Desktop, DHCP, TCP/IP, LAN-WAN, Computer Hardware, Computer Security, Process Improvement, HP, Wireless Networking, Dell Computers, Printers, Incident Management, Security, Computer Repair, Telecommunications, Citrix, Cabling, Terminal Services, Microsoft Office, Workstations, SharePoint
Education
Bellevue University 2014 — 2016
Bachelor of Science (B.S.), Cybersecurity
IT "A" School 2005 — 2006
United States Navy - IT A School, Information Technology
Southeast Community College 2004 — 2005
University of Nebraska-Lincoln 2003 — 2004
Pre-Dentistry Studies
Don Elisano Don Elisano's TD Ameritrade Experience May 2009 - Present
Job Senior Project Manager at TD Ameritrade
Industry Information Technology and Services
Experience
Amazon January 2013 - Present
TD Ameritrade May 2009 - Present
Hudson Communications Inc. January 1992 - Present
Hudson Communications Inc. 1992 - 2015
Hudson Communications Inc. 1992 - 2015
Providing services to fortune 100 Companies 1983 - 1992
Skills
Project Management, Data Center, Process Improvement, Business Analysis, Team Building, Program Management, Customer Service, Change Management, Vendor Management, Disaster Recovery, Leadership, Management, Troubleshooting, Security, Cross-functional Team..., Integration, IT Management, Project Planning, Outsourcing, PMP, Telecommunications, Cloud Computing, SDLC, Project Portfolio..., CRM, Contract Negotiation, Risk Management, PMO, Information Technology
Education
Saint Peter's University 1979 — 1983
BS, Computer Science
Amazon January 2013 - Present
TD Ameritrade May 2009 - Present
Hudson Communications Inc. January 1992 - Present
Hudson Communications Inc. 1992 - 2015
Hudson Communications Inc. 1992 - 2015
Providing services to fortune 100 Companies 1983 - 1992
Skills
Project Management, Data Center, Process Improvement, Business Analysis, Team Building, Program Management, Customer Service, Change Management, Vendor Management, Disaster Recovery, Leadership, Management, Troubleshooting, Security, Cross-functional Team..., Integration, IT Management, Project Planning, Outsourcing, PMP, Telecommunications, Cloud Computing, SDLC, Project Portfolio..., CRM, Contract Negotiation, Risk Management, PMO, Information Technology
Education
Saint Peter's University 1979 — 1983
BS, Computer Science
Jack Joyce Jack Joyce's TD Ameritrade Experience January 2014 - Present
Job Sr. Specialist, Client Marketing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - January 2014
TD Ameritrade August 2010 - January 2013
TD Ameritrade February 2008 - August 2010
Skills
PowerPoint, Word, Excel, Research, Real Estate, Microsoft Excel, Risk Management, Microsoft Word, Analytics, Social Media, Leadership, Mutual Funds, Investments, Marketing Strategy
Education
Saint Peter's University 2004 — 2008
Bachelor's degree, Marketing/Marketing Management, General
St. Peter's College 2004 — 2008
Bachelor of Science, Marketing
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - January 2014
TD Ameritrade August 2010 - January 2013
TD Ameritrade February 2008 - August 2010
Skills
PowerPoint, Word, Excel, Research, Real Estate, Microsoft Excel, Risk Management, Microsoft Word, Analytics, Social Media, Leadership, Mutual Funds, Investments, Marketing Strategy
Education
Saint Peter's University 2004 — 2008
Bachelor's degree, Marketing/Marketing Management, General
St. Peter's College 2004 — 2008
Bachelor of Science, Marketing
Lisa Mone Lisa Mone's TD Ameritrade Experience May 2006 - December 2006
Job Administrative Secretary II at County of San Diego
Industry Government Administration
Experience
County of San Diego October 2008 - Present
Yale School of Medicine October 2007 - July 2008
TD Ameritrade May 2006 - December 2006
San Diego State University October 2003 - December 2004
Skills
Government, Data Entry, Nonprofits, Outlook, Administrative..., Administration, Access, Policy, Microsoft Office, Community Outreach, Microsoft Word, PowerPoint, Microsoft Excel, Research, Event Planning, Program Management, Customer Service, Administrative...
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Science (B.S.), Business Administration w/ emphasis in Information Systems, 3.8
County of San Diego October 2008 - Present
Yale School of Medicine October 2007 - July 2008
TD Ameritrade May 2006 - December 2006
San Diego State University October 2003 - December 2004
Skills
Government, Data Entry, Nonprofits, Outlook, Administrative..., Administration, Access, Policy, Microsoft Office, Community Outreach, Microsoft Word, PowerPoint, Microsoft Excel, Research, Event Planning, Program Management, Customer Service, Administrative...
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Science (B.S.), Business Administration w/ emphasis in Information Systems, 3.8
Nicole Farinha-Johnson's TD Ameritrade Experience October 2012 - Present
Job Process Confirmation and Escalation Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade September 2007 - October 2012
BJ’s Brewhouse July 2006 - September 2007
TD Waterhouse July 2005 - June 2006
Skills
Relationship Management, Financial Markets, Risk Management, Back Office, Banking, Customer Service, Operations Management, Management, Bartending, Internal Controls, Internal Audit, Call Centers, Training, Accounting, Series 7, Microsoft Office, Leadership, Mutual Funds, Sales, Investments, Portfolio Management, Financial Services
Education
San Diego State University-California State University
Bachelor's degree, Economics
Murrieta Valley High School 1996 — 2000
TD Ameritrade October 2012 - Present
TD Ameritrade September 2007 - October 2012
BJ’s Brewhouse July 2006 - September 2007
TD Waterhouse July 2005 - June 2006
Skills
Relationship Management, Financial Markets, Risk Management, Back Office, Banking, Customer Service, Operations Management, Management, Bartending, Internal Controls, Internal Audit, Call Centers, Training, Accounting, Series 7, Microsoft Office, Leadership, Mutual Funds, Sales, Investments, Portfolio Management, Financial Services
Education
San Diego State University-California State University
Bachelor's degree, Economics
Murrieta Valley High School 1996 — 2000
Kevin Zack Cottrell's TD Ameritrade Experience April 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade April 2015 - Present
Full Compass Investment Advisors LLC February 2013 - Present
SRA Capital inc. January 2007 - October 2012
MDB Capital Group January 2006 - December 2006
Moors & Cabot March 2003 - June 2005
Skills
Series 63, Series 7, Equities, Trading, Bloomberg, Series 24, Options, Series 9, series 10, series 55, SEC compliance, Series 65, Investments, Financial Services, Hedge Funds, Investment Banking, FINRA, SEC, Securities, Portfolio Management, Private Equity, Alternative Investments, Asset Management, Financial Advisory, Capital Markets, Fixed Income, Equity Trading, Derivatives, Investment Strategies
Education
Santa Clara University 1975 — 1979
BS in Commerce, Accounting
Terra Linda HS 1971 — 1975
TD Ameritrade April 2015 - Present
Full Compass Investment Advisors LLC February 2013 - Present
SRA Capital inc. January 2007 - October 2012
MDB Capital Group January 2006 - December 2006
Moors & Cabot March 2003 - June 2005
Skills
Series 63, Series 7, Equities, Trading, Bloomberg, Series 24, Options, Series 9, series 10, series 55, SEC compliance, Series 65, Investments, Financial Services, Hedge Funds, Investment Banking, FINRA, SEC, Securities, Portfolio Management, Private Equity, Alternative Investments, Asset Management, Financial Advisory, Capital Markets, Fixed Income, Equity Trading, Derivatives, Investment Strategies
Education
Santa Clara University 1975 — 1979
BS in Commerce, Accounting
Terra Linda HS 1971 — 1975
Ryan Hixon's TD Ameritrade Experience 1997 - 2000
Job Business Development at Artisan Software, Inc.
Industry Financial Services
Experience
Artisan Software, Inc. September 2015 - Present
Self Employed July 2015 - Present
Trutina Financial, LLC October 2013 - July 2015
Symetra Investment Services October 2011 - March 2013
Pacific West Financial Group, Inc. July 2003 - October 2011
First Allied Securities 2000 - 2003
TD Ameritrade 1997 - 2000
Jack White & Company 1994 - 1997
Skills
Investment Advisory, Mutual Funds, Wealth Management, Series 7, Series 63, Securities, Series 24, Retirement Planning, FINRA, Financial Advisory, Financial Services, Equities, 401k, Investments, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Asset Managment, Insurance, Strategic Financial..., Series 65
Education
San Diego State University-California State University 1993 — 1996
Bachelor, Finance
GMI Engineering & Management Institute 1991 — 1993
focus in Mechanical Engineering
Gig Harbor High School
Artisan Software, Inc. September 2015 - Present
Self Employed July 2015 - Present
Trutina Financial, LLC October 2013 - July 2015
Symetra Investment Services October 2011 - March 2013
Pacific West Financial Group, Inc. July 2003 - October 2011
First Allied Securities 2000 - 2003
TD Ameritrade 1997 - 2000
Jack White & Company 1994 - 1997
Skills
Investment Advisory, Mutual Funds, Wealth Management, Series 7, Series 63, Securities, Series 24, Retirement Planning, FINRA, Financial Advisory, Financial Services, Equities, 401k, Investments, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Asset Managment, Insurance, Strategic Financial..., Series 65
Education
San Diego State University-California State University 1993 — 1996
Bachelor, Finance
GMI Engineering & Management Institute 1991 — 1993
focus in Mechanical Engineering
Gig Harbor High School
Katrina Schulthess Katrina Schulthess's TD Ameritrade Experience August 2005 - Present
Job Sr Specialist, Retail Programs, Retail Operations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2005 - Present
Investools August 2005 - October 2012
Blockbuster May 1998 - August 2005
Skills
Positivity, Arranging, Activator, Competition, Communication, Microsoft Office, MS Excel Pivot Tables, Presentations, FileMaker, Team Building, Customer Service, Process Improvement, Training, Team Leadership, Change Management, Operations Management, Business Relationship..., Vendor Management, Process Management, Management, Leadership, Coaching, Performance Management, Project Management, Executive Management, Risk Management, Leadership Development, Strategy, Sales Operations, Start-ups, Cross-functional Team..., Strategic Planning, Uniform Combined State..., Series 24, Program Management, Business Development, Business Process..., Business Strategy, Analytics, Forecasting, Time Management, Financial Analysis, Relationship Management, Series 63
Education
Salt Lake Community College
Business Administration and Management, General
TD Ameritrade August 2005 - Present
Investools August 2005 - October 2012
Blockbuster May 1998 - August 2005
Skills
Positivity, Arranging, Activator, Competition, Communication, Microsoft Office, MS Excel Pivot Tables, Presentations, FileMaker, Team Building, Customer Service, Process Improvement, Training, Team Leadership, Change Management, Operations Management, Business Relationship..., Vendor Management, Process Management, Management, Leadership, Coaching, Performance Management, Project Management, Executive Management, Risk Management, Leadership Development, Strategy, Sales Operations, Start-ups, Cross-functional Team..., Strategic Planning, Uniform Combined State..., Series 24, Program Management, Business Development, Business Process..., Business Strategy, Analytics, Forecasting, Time Management, Financial Analysis, Relationship Management, Series 63
Education
Salt Lake Community College
Business Administration and Management, General
Clare Kunz, CPA's TD Ameritrade Experience June 2006 - November 2006
Job Senior Instructional Design Program Manager at Amazon
Industry Consumer Electronics
Experience
Amazon July 2014 - Present
Amazon July 2013 - July 2014
Vanderbilt Owen Graduate School of Management August 2011 - May 2013
Lab126 - an Amazon.com company May 2012 - August 2012
Metro Nashville Public Schools January 2012 - May 2012
State of Alaska March 2010 - July 2011
State of Alaska July 2009 - March 2010
Outback Steakhouse, T-Bird Restaurant Group October 2008 - July 2009
Advent Financial Services June 2007 - October 2008
TD Ameritrade June 2006 - November 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Cash Flow, Finance, Accounts Payable, Fund Accounting, Sage, Budgets, Financial Analysis, QuickBooks, Federal Government, Quicken, Tax Preparation, CPA, Financial Modeling, Business Objects, SAP, Instructor-led Training, EDI, Web Intelligence, State Government, Sales Tax, GAAP, Articulate Storyline, Cornerstone, Tableau, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Operations, Human and Organizational Performance
San Diego State University-California State University 2003 — 2008
Bachelor's, Finance
Juneau Douglas High School 1999 — 2003
Vanderbilt University
Amazon July 2014 - Present
Amazon July 2013 - July 2014
Vanderbilt Owen Graduate School of Management August 2011 - May 2013
Lab126 - an Amazon.com company May 2012 - August 2012
Metro Nashville Public Schools January 2012 - May 2012
State of Alaska March 2010 - July 2011
State of Alaska July 2009 - March 2010
Outback Steakhouse, T-Bird Restaurant Group October 2008 - July 2009
Advent Financial Services June 2007 - October 2008
TD Ameritrade June 2006 - November 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Cash Flow, Finance, Accounts Payable, Fund Accounting, Sage, Budgets, Financial Analysis, QuickBooks, Federal Government, Quicken, Tax Preparation, CPA, Financial Modeling, Business Objects, SAP, Instructor-led Training, EDI, Web Intelligence, State Government, Sales Tax, GAAP, Articulate Storyline, Cornerstone, Tableau, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Operations, Human and Organizational Performance
San Diego State University-California State University 2003 — 2008
Bachelor's, Finance
Juneau Douglas High School 1999 — 2003
Vanderbilt University
Shiela Bywaters Shiela Bywaters's TD Ameritrade Experience February 2008 - January 2009
Job Fmr Outside Marketing Consultant, Dex One
Industry Financial Services
Experience
Dex One April 2009 - January 2014
TD Ameritrade February 2008 - January 2009
Oriental Trading Company February 2007 - January 2008
Railhead Ranch/GK Racing Stables November 1996 - October 2007
Children's Hospital August 1995 - October 1996
Skills
Marketing, Sales Management, Corporate Communications, Lead Generation, Event Management, Online Advertising, Digital Marketing, Direct Marketing, Social Media Marketing, Budgets, Management, Advertising, Email Marketing, SEM, Sales, Marketing Strategy, Salesforce.com
Education
Nebraska College of Business 1991 — 1992
Secretarial Procedures
University of Nebraska at Omaha 1984 — 1985
Business Administration
Southeast Community College 1982 — 1983
Business Administration
Dex One April 2009 - January 2014
TD Ameritrade February 2008 - January 2009
Oriental Trading Company February 2007 - January 2008
Railhead Ranch/GK Racing Stables November 1996 - October 2007
Children's Hospital August 1995 - October 1996
Skills
Marketing, Sales Management, Corporate Communications, Lead Generation, Event Management, Online Advertising, Digital Marketing, Direct Marketing, Social Media Marketing, Budgets, Management, Advertising, Email Marketing, SEM, Sales, Marketing Strategy, Salesforce.com
Education
Nebraska College of Business 1991 — 1992
Secretarial Procedures
University of Nebraska at Omaha 1984 — 1985
Business Administration
Southeast Community College 1982 — 1983
Business Administration
Sky Hackler's TD Ameritrade Experience March 2007 - Present
Job Sales Director at Echo Daily Inc.
Industry Marketing and Advertising
Experience
Echo Daily Inc. January 2010 - Present
TD Ameritrade March 2007 - Present
Skills
Stock Management, Stock Trading, Direct Sales, Recruiting, Stocks, Salesforce.com, Sales, Account Management, Lead Generation, Technical Recruiting, Cold Calling, Sales Management, B2B, Online Advertising, SEM, Customer Experience, Marketing Strategy, Selling, Outstanding..., Branding, Team Building
Education
Santa Barbara City College
Associate's degree, Business Administration and Management, General
Echo Daily Inc. January 2010 - Present
TD Ameritrade March 2007 - Present
Skills
Stock Management, Stock Trading, Direct Sales, Recruiting, Stocks, Salesforce.com, Sales, Account Management, Lead Generation, Technical Recruiting, Cold Calling, Sales Management, B2B, Online Advertising, SEM, Customer Experience, Marketing Strategy, Selling, Outstanding..., Branding, Team Building
Education
Santa Barbara City College
Associate's degree, Business Administration and Management, General
Graham MacDonald Graham MacDonald's TD Ameritrade Experience 2000 - 2005
Job Senior Manager, Sales
Industry Banking
Experience
Scotiabank October 2014 - Present
TD Canada Trust February 2000 - September 2014
TD Ameritrade 2000 - 2005
CanadaTrust 1996 - 2000
Skills
Mortgage, Credit, Mortgage Lending, Debt Consolidation, Home Equity Lines of..., Relationship Management, Condos, Finance, Residential Mortgages, Commercial Mortgages, Lines Of Credit, Loans, Refinance, Mortgage Underwriting, Banking, Investments, Retail Banking, Credit Risk, Credit Analysis, Risk Management
Education
Saint Mary's University 1989 — 1993
B.Comm, Commerce
Canadian Securities Institute
CSC
Scotiabank October 2014 - Present
TD Canada Trust February 2000 - September 2014
TD Ameritrade 2000 - 2005
CanadaTrust 1996 - 2000
Skills
Mortgage, Credit, Mortgage Lending, Debt Consolidation, Home Equity Lines of..., Relationship Management, Condos, Finance, Residential Mortgages, Commercial Mortgages, Lines Of Credit, Loans, Refinance, Mortgage Underwriting, Banking, Investments, Retail Banking, Credit Risk, Credit Analysis, Risk Management
Education
Saint Mary's University 1989 — 1993
B.Comm, Commerce
Canadian Securities Institute
CSC
Anthony Zepezauer's TD Ameritrade Experience December 2009 - October 2010
Job
Industry Computer Software
Experience
RichRelevance April 2013 - Present
YOU Technology Brand Services, formerly known as Softcoin March 2012 - April 2013
Nextag July 2011 - January 2012
Wells Fargo October 2010 - June 2011
TD Ameritrade December 2009 - October 2010
CNET Networks September 2005 - December 2008
Transpak February 2002 - September 2005
vipmobile 2001 - 2001
onepage.com 2000 - 2000
Skills
Struts, Spring, Java, JavaScript, AJAX, CSS, JSP, HTML, MVC, XML
Education
San Francisco State University 1998 — 2000
B.S.
UC Berkeley
RichRelevance April 2013 - Present
YOU Technology Brand Services, formerly known as Softcoin March 2012 - April 2013
Nextag July 2011 - January 2012
Wells Fargo October 2010 - June 2011
TD Ameritrade December 2009 - October 2010
CNET Networks September 2005 - December 2008
Transpak February 2002 - September 2005
vipmobile 2001 - 2001
onepage.com 2000 - 2000
Skills
Struts, Spring, Java, JavaScript, AJAX, CSS, JSP, HTML, MVC, XML
Education
San Francisco State University 1998 — 2000
B.S.
UC Berkeley
Charlie Latimer's TD Ameritrade Experience August 2011 - Present
Job Sales VP, TD Institutional
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Schwab Advisor Services June 2008 - August 2011
Cuttone & Company March 2006 - March 2007
Bloomberg L.P. August 2000 - March 2006
Federal Reserve Bank of New York September 1991 - March 1997
Skills
Wealth Management, Complex Sales, Consultative Sales..., Deal Development, P&L Modeling, Recruiting, Financial Services, Growth Strategies, Registered Investment..., Series 7, Mutual Funds, Electronic Trading, Options, Fixed Income, Market Data, ETFs, Derivatives, Portfolio Management, Asset Management, Equities, Financial Markets, Equity Trading, Investments
Education
Seton Hall University 1987 — 1991
BA & MBA, FINANCE
TD Ameritrade August 2011 - Present
Schwab Advisor Services June 2008 - August 2011
Cuttone & Company March 2006 - March 2007
Bloomberg L.P. August 2000 - March 2006
Federal Reserve Bank of New York September 1991 - March 1997
Skills
Wealth Management, Complex Sales, Consultative Sales..., Deal Development, P&L Modeling, Recruiting, Financial Services, Growth Strategies, Registered Investment..., Series 7, Mutual Funds, Electronic Trading, Options, Fixed Income, Market Data, ETFs, Derivatives, Portfolio Management, Asset Management, Equities, Financial Markets, Equity Trading, Investments
Education
Seton Hall University 1987 — 1991
BA & MBA, FINANCE
Annaliza Castillo's TD Ameritrade Experience 2000 - 2005
Job Executive Assistant
Industry Human Resources
Experience
M Beauty Clinic by Dr. Tess December 2009 - Present
Unum March 2009 - November 2009
Serenade Events 1998 - March 2009
Kyocera Wireless Corporation May 2006 - January 2009
Soundstorm Entertainment 2006 - 2008
Royal Integrity Realty Services Corporation 2005 - 2005
TD Ameritrade 2000 - 2005
Skills
Outlook, Human Resources, Microsoft Excel, Recruiting, PowerPoint, Customer Service, Event Planning, Microsoft Word, Marketing, Process Scheduler, Onboarding, Microsoft Office, Team Leadership, Employee Relations, Workshop Facilitation, Project Planning, Public Speaking, Administrative...
Education
San Diego State University-California State University 1998 — 2000
Business Administration and Management, General
M Beauty Clinic by Dr. Tess December 2009 - Present
Unum March 2009 - November 2009
Serenade Events 1998 - March 2009
Kyocera Wireless Corporation May 2006 - January 2009
Soundstorm Entertainment 2006 - 2008
Royal Integrity Realty Services Corporation 2005 - 2005
TD Ameritrade 2000 - 2005
Skills
Outlook, Human Resources, Microsoft Excel, Recruiting, PowerPoint, Customer Service, Event Planning, Microsoft Word, Marketing, Process Scheduler, Onboarding, Microsoft Office, Team Leadership, Employee Relations, Workshop Facilitation, Project Planning, Public Speaking, Administrative...
Education
San Diego State University-California State University 1998 — 2000
Business Administration and Management, General
Will Palac's TD Ameritrade Experience July 2008 - Present
Job Senior Relationship Manager at TD AMERITRADE
Industry Financial Services
Experience
TD Ameritrade July 2008 - Present
TD Ameritrade April 2008 - June 2008
TD Ameritrade April 2007 - April 2008
TD Ameritrade September 2005 - April 2007
Education
San Diego State University-California State University 2001 — 2005
TD Ameritrade July 2008 - Present
TD Ameritrade April 2008 - June 2008
TD Ameritrade April 2007 - April 2008
TD Ameritrade September 2005 - April 2007
Education
San Diego State University-California State University 2001 — 2005
Brian Bond's TD Ameritrade Experience Sr. Manager- Trading, Market, & Credit RiskTDAmeritrade1997 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Sr. Manager- Trading, Market, & Credit RiskTDAmeritrade1997 - Present
Education
San Diego State University-California State University
TD Ameritrade Sr. Manager- Trading, Market, & Credit RiskTDAmeritrade1997 - Present
Education
San Diego State University-California State University
Curt Radetich's TD Ameritrade Experience 2009 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
ETRADE Financial 2006 - 2009
Charles Schwab 1999 - 2006
Franklin Templeton Investments April 1986 - 1999
Education
San Jose State University 1988 — 1993
TD Ameritrade 2009 - Present
ETRADE Financial 2006 - 2009
Charles Schwab 1999 - 2006
Franklin Templeton Investments April 1986 - 1999
Education
San Jose State University 1988 — 1993
Liny Li's TD Ameritrade Experience December 2007 - July 2009
Job Financial Advisor at Bank of the West
Industry Insurance
Experience
Bank of the West October 2012 - Present
Bank of America Merrill Lynch March 2010 - July 2012
TD Ameritrade December 2007 - July 2009
Wells Fargo Investments May 2002 - December 2007
Skills
Retirement Planning, Investments, Series 7, Finance, Retail Banking, Financial Services, Strategic Financial..., Portfolio Management, Mortgage Lending, Management
Education
San Francisco State University, College of Business 2001 — 2006
Bachelor of Science (B.S.), Finance
Chinese School
Bank of the West October 2012 - Present
Bank of America Merrill Lynch March 2010 - July 2012
TD Ameritrade December 2007 - July 2009
Wells Fargo Investments May 2002 - December 2007
Skills
Retirement Planning, Investments, Series 7, Finance, Retail Banking, Financial Services, Strategic Financial..., Portfolio Management, Mortgage Lending, Management
Education
San Francisco State University, College of Business 2001 — 2006
Bachelor of Science (B.S.), Finance
Chinese School
John Lassen's TD Ameritrade Experience January 2011 - Present
Job Sr. Manager of Trading Operations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Skills
Series 7, Series 24, Series 55, Series 4, Series 63, Trading Systems, FINRA, Securities, Mutual Funds, Options, Electronic Trading, Equities, Equity Trading, Fixed Income, Trading, ETFs, Financial Markets, Risk Management, Capital Markets, Management
Education
Southeastern Oklahoma State University 1995 — 2000
Bachelor of Science (B.S.), Finance, General
TD Ameritrade January 2011 - Present
Skills
Series 7, Series 24, Series 55, Series 4, Series 63, Trading Systems, FINRA, Securities, Mutual Funds, Options, Electronic Trading, Equities, Equity Trading, Fixed Income, Trading, ETFs, Financial Markets, Risk Management, Capital Markets, Management
Education
Southeastern Oklahoma State University 1995 — 2000
Bachelor of Science (B.S.), Finance, General
Chad Bodine's TD Ameritrade Experience April 2004 - June 2008
Job Development at Bodine Construction Inc
Industry Construction
Experience
Bodine Construction Inc March 2014 - Present
Allianz Global Investors Capital June 2008 - March 2014
TD Ameritrade April 2004 - June 2008
AXA Advisors January 2002 - April 2004
Skills
Series 7, Equities, Bloomberg, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Sales, Investment Management, Mutual Funds, Securities, Finance, Asset Management, Wealth Management, Financial Services, Management, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Financial Modeling
Education
San Diego State University-California State University 2005 — 2006
MSBA, Finance
University of Arizona, Eller College of Management 1997 — 2001
BSBA, Finance
Bishop Ryan High School 1990 — 1997
Bodine Construction Inc March 2014 - Present
Allianz Global Investors Capital June 2008 - March 2014
TD Ameritrade April 2004 - June 2008
AXA Advisors January 2002 - April 2004
Skills
Series 7, Equities, Bloomberg, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Sales, Investment Management, Mutual Funds, Securities, Finance, Asset Management, Wealth Management, Financial Services, Management, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Financial Modeling
Education
San Diego State University-California State University 2005 — 2006
MSBA, Finance
University of Arizona, Eller College of Management 1997 — 2001
BSBA, Finance
Bishop Ryan High School 1990 — 1997
Keith Mize's TD Ameritrade Experience 1999 - 2007
Job Managing Member at Blueprint Asset Management, LLC.
Industry Financial Services
Experience
Blueprint Asset Management, LLC. 2011 - Present
HSL Financial Group, LLC 2009 - 2010
Coor Capital, LLC June 2008 - March 2009
TD Ameritrade 1999 - 2007
Skills
Series 7, Series 63, Portfolio Management, Investment Advisory, Fixed Income Portfolio...
Education
San Diego Mesa College 1997 — 2000
Blueprint Asset Management, LLC. 2011 - Present
HSL Financial Group, LLC 2009 - 2010
Coor Capital, LLC June 2008 - March 2009
TD Ameritrade 1999 - 2007
Skills
Series 7, Series 63, Portfolio Management, Investment Advisory, Fixed Income Portfolio...
Education
San Diego Mesa College 1997 — 2000
Russ Levin's TD Ameritrade Experience 1999 - 2001
Job AVP of Operations at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) 2004 - Present
National Clearing / JB Oxford 2003 - 2004
Dreyfus Brokerage 2001 - 2003
TD Ameritrade 1999 - 2001
Skills
Trading, Risk Management, Equities, Investments, Portfolio Management, Fixed Income, Series 7, Bloomberg, Options, Capital Markets, Financial Markets, Mutual Funds, Financial Modeling, Securities, Series 63
Education
Santa Monica College
University of Phoenix
National Planning Corporation (NPC) 2004 - Present
National Clearing / JB Oxford 2003 - 2004
Dreyfus Brokerage 2001 - 2003
TD Ameritrade 1999 - 2001
Skills
Trading, Risk Management, Equities, Investments, Portfolio Management, Fixed Income, Series 7, Bloomberg, Options, Capital Markets, Financial Markets, Mutual Funds, Financial Modeling, Securities, Series 63
Education
Santa Monica College
University of Phoenix
Peter Hallquist's TD Ameritrade Experience January 2012 - August 2015
Job Former Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - August 2015
OppenheimerFunds May 2011 - March 2012
Charles Schwab 1986 - 2008
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Advisory, Series 24, Retirement Planning, FINRA, Investments, Retirement, Portfolio Management, Asset Managment, Strategic Financial..., 401k, Investment Strategies, Asset Management
Education
San Francisco State University, College of Business 1977 — 1981
Bachelor's degree, Business, Marketing
College of Marin 1977 — 1979
AA, Social Sciences
TD Ameritrade January 2012 - August 2015
OppenheimerFunds May 2011 - March 2012
Charles Schwab 1986 - 2008
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Advisory, Series 24, Retirement Planning, FINRA, Investments, Retirement, Portfolio Management, Asset Managment, Strategic Financial..., 401k, Investment Strategies, Asset Management
Education
San Francisco State University, College of Business 1977 — 1981
Bachelor's degree, Business, Marketing
College of Marin 1977 — 1979
AA, Social Sciences
Elizabeth Wavra's TD Ameritrade Experience June 2011 - October 2012
Job Senior Manager Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade June 2011 - October 2012
Bachrach & Associates March 2007 - April 2008
TD Hays 1992 - 2005
Skills
Coaching, Team Building, Series 63, Financial Services, Team Leadership, Training, Salesforce.com, Time Management, Leadership, Business Development, Employee Training, Business Planning, Strategic Planning, Leadership Development, Executive Coaching, Workshop Facilitation, Strategy, Management, Wealth Management, Risk Management, Series 7, Public Speaking, Program Management, Analysis, Small Business, Portfolio Management
Education
San Diego State University-California State University
BA, History, Religious Studies
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade June 2011 - October 2012
Bachrach & Associates March 2007 - April 2008
TD Hays 1992 - 2005
Skills
Coaching, Team Building, Series 63, Financial Services, Team Leadership, Training, Salesforce.com, Time Management, Leadership, Business Development, Employee Training, Business Planning, Strategic Planning, Leadership Development, Executive Coaching, Workshop Facilitation, Strategy, Management, Wealth Management, Risk Management, Series 7, Public Speaking, Program Management, Analysis, Small Business, Portfolio Management
Education
San Diego State University-California State University
BA, History, Religious Studies
Michael Gondek's TD Ameritrade Experience January 2012 - Present
Job Senior Manager, Advisor Relations TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
TD Ameritrade August 2006 - November 2010
Skills
Financial Services, Investments, Portfolio Management
Education
San Diego State University-California State University 1997 — 2002
TD Ameritrade January 2012 - Present
TD Ameritrade August 2006 - November 2010
Skills
Financial Services, Investments, Portfolio Management
Education
San Diego State University-California State University 1997 — 2002
Randy Dungo's TD Ameritrade Experience April 1997 - May 2000
Job Retirement Services at CUSO Financial Services LP
Industry Financial Services
Experience
CUSO Financial Services, LP January 2015 - Present
Union Bank November 2009 - January 2015
LPL Financial Services May 2000 - January 2009
TD Ameritrade April 1997 - May 2000
Education
San Diego State University-California State University
Economics
CUSO Financial Services, LP January 2015 - Present
Union Bank November 2009 - January 2015
LPL Financial Services May 2000 - January 2009
TD Ameritrade April 1997 - May 2000
Education
San Diego State University-California State University
Economics
Kent Chan's TD Ameritrade Experience 2002 - April 2004
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments, IWS October 2006 - Present
Fidelity Investments April 2004 - October 2006
TD Ameritrade 2002 - April 2004
Charles Schwab 1995 - 2002
Skills
Mutual Funds, Series 8 and 63, Investments, Alternative Investments, Fixed Income, Retirement Planning, CRM, Due Diligence, Trading, Business Development, Series 7, Financial Services, FINRA, Portfolio Management, Series 63, Equities, Securities, Wealth Management, Asset Management, Asset Allocation, Relationship Management, Strategic Financial...
Education
San Jose State University 1985 — 1990
BS, Finance/Economics
Fidelity Investments, IWS October 2006 - Present
Fidelity Investments April 2004 - October 2006
TD Ameritrade 2002 - April 2004
Charles Schwab 1995 - 2002
Skills
Mutual Funds, Series 8 and 63, Investments, Alternative Investments, Fixed Income, Retirement Planning, CRM, Due Diligence, Trading, Business Development, Series 7, Financial Services, FINRA, Portfolio Management, Series 63, Equities, Securities, Wealth Management, Asset Management, Asset Allocation, Relationship Management, Strategic Financial...
Education
San Jose State University 1985 — 1990
BS, Finance/Economics
Shannon Gallop's TD Ameritrade Experience January 2009 - January 2014
Job Investment Consultant
Industry Financial Services
Experience
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
Sean Van Moorleghem's TD Ameritrade Experience June 2015 - Present
Job Director Technology Business Relationship Manager Brokerage Operations at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade June 2015 - Present
TD Ameritrade November 2014 - May 2015
TD Ameritrade May 2012 - November 2014
West Corporation 2008 - July 2012
West Corporation 2006 - 2008
First Data Corporation 2005 - 2006
Hemphill Search Group 2004 - 2005
Deloitte & Touche 2000 - 2004
Skills
Risk Management, Business Intelligence, Enterprise Risk..., Disaster Recovery, Team Leadership, Business Analysis, Financial Analysis, Sarbanes-Oxley Act, Requirements Analysis, SDLC, Analysis, Enterprise Software, Process Improvement, Integration, IT Strategy, IT Management, Visio, Internal Audit, Business Process..., Vendor Management, SOX, Agile Methodologies
Education
Saint Louis University
University of Nebraska-Lincoln
BSBA, MIS
TD Ameritrade June 2015 - Present
TD Ameritrade November 2014 - May 2015
TD Ameritrade May 2012 - November 2014
West Corporation 2008 - July 2012
West Corporation 2006 - 2008
First Data Corporation 2005 - 2006
Hemphill Search Group 2004 - 2005
Deloitte & Touche 2000 - 2004
Skills
Risk Management, Business Intelligence, Enterprise Risk..., Disaster Recovery, Team Leadership, Business Analysis, Financial Analysis, Sarbanes-Oxley Act, Requirements Analysis, SDLC, Analysis, Enterprise Software, Process Improvement, Integration, IT Strategy, IT Management, Visio, Internal Audit, Business Process..., Vendor Management, SOX, Agile Methodologies
Education
Saint Louis University
University of Nebraska-Lincoln
BSBA, MIS
Daniel Hendricks's TD Ameritrade Experience June 2011 - December 2012
Job Bring Us Your Challenges
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Self Employed May 2013 - Present
TD Ameritrade June 2011 - December 2012
Fiserv February 2009 - February 2011
CheckFree Investment Services February 2005 - March 2009
CheckFree Investment Services June 2003 - March 2005
CheckFree Investment Services February 2002 - March 2005
Financial Services January 1989 - January 2002
Pershing, a BNY Mellon company 1989 - 1993
Skills
Strategy, Program Management, Analysis, Finance, Relationship Management, Business Analysis, Risk Management, Sales, Customer Service, SDLC, Leadership, PMO, Software Development, Call Centers, Process Improvement, Series 7, Vendor Management, Cross-functional Team..., Business Process..., Product Management, Trading Systems, Back Office, Requirements Gathering, Visio, Portfolio Management
Education
St. Peter's College 1985 — 1989
Business Management
Mater Dei Prep
Prudential Financial April 2015 - Present
Self Employed May 2013 - Present
TD Ameritrade June 2011 - December 2012
Fiserv February 2009 - February 2011
CheckFree Investment Services February 2005 - March 2009
CheckFree Investment Services June 2003 - March 2005
CheckFree Investment Services February 2002 - March 2005
Financial Services January 1989 - January 2002
Pershing, a BNY Mellon company 1989 - 1993
Skills
Strategy, Program Management, Analysis, Finance, Relationship Management, Business Analysis, Risk Management, Sales, Customer Service, SDLC, Leadership, PMO, Software Development, Call Centers, Process Improvement, Series 7, Vendor Management, Cross-functional Team..., Business Process..., Product Management, Trading Systems, Back Office, Requirements Gathering, Visio, Portfolio Management
Education
St. Peter's College 1985 — 1989
Business Management
Mater Dei Prep
Andy Gast's TD Ameritrade Experience October 2012 - Present
Job Business Professional
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
UEI College June 2011 - June 2012
Kaplan College October 2010 - June 2011
Buffini and Company November 2004 - March 2009
Electronic Data Systems September 2003 - November 2004
Sony April 2002 - September 2003
R.D. Instruments September 1995 - April 2002
Skills
Mentoring, Time Management, Business Planning, Manufacturing, Training, Kanban, JIT, Coaching, Team Building, Leadership Development, Leadership, Public Speaking, Customer Service, Negotiation, Process Improvement, Strategic Planning, Project Planning, Employee Relations, Performance Management, Operations Management, Change Management, Program Management, Business Development, Microsoft Office
Education
University of Phoenix 1999 — 2001
BSBM, Business
FINRA Series 7 License 2009 — 2009
Series 7 license, Financial Planning and Services, A
FINRA Series 66 License 2009 — 2009
Finance, Financial Planning and Services, A
California Life and Health Insurance License 2009 — 2009
Life and Health Insurance, Insurance, A
San Diego State University-California State University 1996 — 1998
Certificate, Operations Resource Management
TD Ameritrade October 2012 - Present
UEI College June 2011 - June 2012
Kaplan College October 2010 - June 2011
Buffini and Company November 2004 - March 2009
Electronic Data Systems September 2003 - November 2004
Sony April 2002 - September 2003
R.D. Instruments September 1995 - April 2002
Skills
Mentoring, Time Management, Business Planning, Manufacturing, Training, Kanban, JIT, Coaching, Team Building, Leadership Development, Leadership, Public Speaking, Customer Service, Negotiation, Process Improvement, Strategic Planning, Project Planning, Employee Relations, Performance Management, Operations Management, Change Management, Program Management, Business Development, Microsoft Office
Education
University of Phoenix 1999 — 2001
BSBM, Business
FINRA Series 7 License 2009 — 2009
Series 7 license, Financial Planning and Services, A
FINRA Series 66 License 2009 — 2009
Finance, Financial Planning and Services, A
California Life and Health Insurance License 2009 — 2009
Life and Health Insurance, Insurance, A
San Diego State University-California State University 1996 — 1998
Certificate, Operations Resource Management
Brad Walther's TD Ameritrade Experience March 2008 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2008 - Present
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Series 63
Education
Southeast Missouri State University 2000 — 2004
Bachelor of Science, Psychology, Physics, Business
TD Ameritrade March 2008 - Present
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Series 63
Education
Southeast Missouri State University 2000 — 2004
Bachelor of Science, Psychology, Physics, Business
Paul Esh's TD Ameritrade Experience 2003 - 2006
Job Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial 2008 - Present
LPL Financial 2006 - 2008
TD Ameritrade 2003 - 2006
TD Ameritrade 1999 - 2003
Daily's Restaurant 1994 - 1999
Skills
Series 3 National..., Series 4 Registered..., Series 7 General..., Series 9/10 General..., Series 23 General..., Series 63 Uniform..., Series 66 Uniform...
Education
University of California San Diego Extension 2011 — 2013
Paralegal Certificate Program, currently enrolled as student
Westmont College 1992 — 1993
BA, Economics and Business
San Diego Miramar College 1989 — 1992
LPL Financial 2008 - Present
LPL Financial 2006 - 2008
TD Ameritrade 2003 - 2006
TD Ameritrade 1999 - 2003
Daily's Restaurant 1994 - 1999
Skills
Series 3 National..., Series 4 Registered..., Series 7 General..., Series 9/10 General..., Series 23 General..., Series 63 Uniform..., Series 66 Uniform...
Education
University of California San Diego Extension 2011 — 2013
Paralegal Certificate Program, currently enrolled as student
Westmont College 1992 — 1993
BA, Economics and Business
San Diego Miramar College 1989 — 1992
Amanda Love's TD Ameritrade Experience April 2014 - October 2014
Job Contractor
Industry Accounting
Experience
TD Ameritrade April 2014 - October 2014
LPL Financial September 2010 - December 2013
Kforce Inc. January 2009 - September 2010
Skills
Team Leadership, Microsoft Excel, Team Building, Microsoft Office, Leadership, Data Entry, Purchasing, Financial Services, Training
Education
San Diego State University-California State University 2005 — 2012
Music and minor finance
San Diego Mesa College 2003 — 2005
AA, Music
TD Ameritrade April 2014 - October 2014
LPL Financial September 2010 - December 2013
Kforce Inc. January 2009 - September 2010
Skills
Team Leadership, Microsoft Excel, Team Building, Microsoft Office, Leadership, Data Entry, Purchasing, Financial Services, Training
Education
San Diego State University-California State University 2005 — 2012
Music and minor finance
San Diego Mesa College 2003 — 2005
AA, Music
Muthu Meyyappan MBA CISSP CRISC's TD Ameritrade Experience October 2009 - Present
Job Information Security Professional
Industry Financial Services
Experience
TD Ameritrade October 2009 - Present
UnitedHealth Group July 2006 - October 2009
Cazarin Web Group 2007 - 2008
Cazarin Web Group 2007 - 2008
UnitedHealth Group 2006 - 2008
C.H. Robinson Worldwide, Inc. February 2005 - July 2006
Black Box Network Services June 2000 - February 2006
SIT 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Stanford University 2006 — 2007
Enterprise Risk Management, Risk Management
University of St. Thomas 2000 — 2003
MS, Software Systems
Shivaji University 1994 — 1998
B.E, Electronics
TD Ameritrade October 2009 - Present
UnitedHealth Group July 2006 - October 2009
Cazarin Web Group 2007 - 2008
Cazarin Web Group 2007 - 2008
UnitedHealth Group 2006 - 2008
C.H. Robinson Worldwide, Inc. February 2005 - July 2006
Black Box Network Services June 2000 - February 2006
SIT 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Stanford University 2006 — 2007
Enterprise Risk Management, Risk Management
University of St. Thomas 2000 — 2003
MS, Software Systems
Shivaji University 1994 — 1998
B.E, Electronics
Tim Newbold's TD Ameritrade Experience February 2005 - Present
Job Talent Acquistion at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2005 - Present
TD Ameritrade February 2004 - February 2005
TD Ameritrade July 2001 - February 2004
TD Ameritrade June 2000 - June 2001
TD Ameritrade July 1998 - June 2000
Education
San Diego State University-California State University
Bachelor of Science in Business Administration, Emphasis Financial Services
TD Ameritrade February 2005 - Present
TD Ameritrade February 2004 - February 2005
TD Ameritrade July 2001 - February 2004
TD Ameritrade June 2000 - June 2001
TD Ameritrade July 1998 - June 2000
Education
San Diego State University-California State University
Bachelor of Science in Business Administration, Emphasis Financial Services
Aaron Pak's TD Ameritrade Experience January 2007 - May 2007
Job Owner/Operator at Sushi Lola's
Industry Restaurants
Experience
America's Vacation Center Owner/OperatorSushi Lola'sOctober 2010 - Present
Diamond Consulting Group May 2007 - October 2007
TD Ameritrade January 2007 - May 2007
Skills
PPC, SEO
Education
San Diego State University-California State University 2003 — 2006
Bachelors, Economics
America's Vacation Center Owner/OperatorSushi Lola'sOctober 2010 - Present
Diamond Consulting Group May 2007 - October 2007
TD Ameritrade January 2007 - May 2007
Skills
PPC, SEO
Education
San Diego State University-California State University 2003 — 2006
Bachelors, Economics
Ron Higgins's TD Ameritrade Experience January 2007 - November 2012
Job Service Desk Technician at Western Governors University
Industry Computer Networking
Experience
Western Governors University September 2013 - Present
L-3 Communications May 2013 - July 2013
TD Ameritrade January 2007 - November 2012
Unisys February 2005 - September 2006
Telerperformance 2002 - 2004
Education
Western Governors University 2011 — 2015
Salt Lake Community College 1991 — 1996
Associate of Science (A.S.), Physical Sciences
University of Nevada-Las Vegas
Western Governors University September 2013 - Present
L-3 Communications May 2013 - July 2013
TD Ameritrade January 2007 - November 2012
Unisys February 2005 - September 2006
Telerperformance 2002 - 2004
Education
Western Governors University 2011 — 2015
Salt Lake Community College 1991 — 1996
Associate of Science (A.S.), Physical Sciences
University of Nevada-Las Vegas
William DiBartolo's TD Ameritrade Experience October 2009 - December 2011
Job Business Process Analyst at Optum Bank
Industry Financial Services
Experience
OptumHealth Bank March 2012 - Present
TD Ameritrade October 2009 - December 2011
Investools November 2005 - October 2009
Nordstrom, Inc January 2001 - January 2005
One, Inc January 1998 - January 2000
Skills
Financial Analysis, Process Improvement, Team Leadership, Forecasting, Business Process..., Options, Management, Customer Experience, Training, Investments, CRM, SAP, Business Intelligence, Executive Management, Business Process, Risk Management, Analysis, Access, Call Centers, Analytics, Databases, Budgets, Finance, Business Analysis, Enterprise Software, IT Management, Vendor Management, Banking, Sales, Financial Services, Visio, Series 63, Series 7
Education
Naval Nuclear Power School 1991 — 1993
None, Nuclear Power Plant Operation
San Joaquin Delta College 1985 — 1988
Tracy High School
OptumHealth Bank March 2012 - Present
TD Ameritrade October 2009 - December 2011
Investools November 2005 - October 2009
Nordstrom, Inc January 2001 - January 2005
One, Inc January 1998 - January 2000
Skills
Financial Analysis, Process Improvement, Team Leadership, Forecasting, Business Process..., Options, Management, Customer Experience, Training, Investments, CRM, SAP, Business Intelligence, Executive Management, Business Process, Risk Management, Analysis, Access, Call Centers, Analytics, Databases, Budgets, Finance, Business Analysis, Enterprise Software, IT Management, Vendor Management, Banking, Sales, Financial Services, Visio, Series 63, Series 7
Education
Naval Nuclear Power School 1991 — 1993
None, Nuclear Power Plant Operation
San Joaquin Delta College 1985 — 1988
Tracy High School
Trevor Siani's TD Ameritrade Experience September 2010 - August 2011
Job Overlay Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
LPL Financial January 2013 - December 2014
LPL Financial September 2011 - April 2012
TD Ameritrade September 2010 - August 2011
Skills
Series 7, Mutual Funds, Financial Analysis, Insurance, Salesforce.com, Finance, Relationship Management, Access, Process Improvement, Banking, Forecasting, Outlook, Credit, Securities, Financial Modeling
Education
San Diego State University-California State University 2007 — 2009
Bachelor's degree, Finance
LPL Financial January 2015 - Present
LPL Financial January 2013 - December 2014
LPL Financial September 2011 - April 2012
TD Ameritrade September 2010 - August 2011
Skills
Series 7, Mutual Funds, Financial Analysis, Insurance, Salesforce.com, Finance, Relationship Management, Access, Process Improvement, Banking, Forecasting, Outlook, Credit, Securities, Financial Modeling
Education
San Diego State University-California State University 2007 — 2009
Bachelor's degree, Finance
Kimberly Keating's TD Ameritrade Experience 2005 - 2007
Job FMC Corporation Government Affairs Office Administrator
Industry Chemicals
Experience
FMC Corporation March 2015 - Present
FMC Corporation June 2012 - Present
FMC August 2011 - June 2012
Dow Chemical Company Advanced Materials Division (Formerly Rohm and Haas Company) 2007 - May 2011
TD Ameritrade 2005 - 2007
Citi January 2000 - January 2005
Salomon Brothers January 1999 - January 2000
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Accounts Receivable, Project Management, Analysis, Forecasting, Strategic Planning, Social Media, Budgets, Outlook, Office Administration
Education
School of Visual Arts
Bachelor's of Fine Art, Photography
FMC Corporation March 2015 - Present
FMC Corporation June 2012 - Present
FMC August 2011 - June 2012
Dow Chemical Company Advanced Materials Division (Formerly Rohm and Haas Company) 2007 - May 2011
TD Ameritrade 2005 - 2007
Citi January 2000 - January 2005
Salomon Brothers January 1999 - January 2000
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Accounts Receivable, Project Management, Analysis, Forecasting, Strategic Planning, Social Media, Budgets, Outlook, Office Administration
Education
School of Visual Arts
Bachelor's of Fine Art, Photography
owen li's TD Ameritrade Experience November 2014 - Present
Job Software Developer at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade November 2014 - Present
cfw May 2006 - Present
Skills
Java Enterprise Edition, Software Development, Agile Methodologies, REST, SQL, Hibernate, Sun Certified Java..., XML, Spring, Eclipse, JavaScript, Java, Web Services, AJAX, SOA, Microsoft SQL Server, .NET, Databases, Visual Studio, Linux, C#, Spring Framework, Android Development
Education
Temple University 1998 — 1999
MS, Computer & Information Science
University of Idaho 1996 — 1998
MS, Chemical Engineering
South China University of Technology 1987 — 1990
MS, Environmental Engineering
TD Ameritrade November 2014 - Present
cfw May 2006 - Present
Skills
Java Enterprise Edition, Software Development, Agile Methodologies, REST, SQL, Hibernate, Sun Certified Java..., XML, Spring, Eclipse, JavaScript, Java, Web Services, AJAX, SOA, Microsoft SQL Server, .NET, Databases, Visual Studio, Linux, C#, Spring Framework, Android Development
Education
Temple University 1998 — 1999
MS, Computer & Information Science
University of Idaho 1996 — 1998
MS, Chemical Engineering
South China University of Technology 1987 — 1990
MS, Environmental Engineering
Sean Myslinski's TD Ameritrade Experience September 2011 - Present
Job TD Ameritrade Investment Advisor Representative
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
Investools from TD Ameritrade June 2009 - August 2011
Kohler's January 2008 - August 2009
Volunteer Work December 2005 - December 2007
Oral health Center June 2004 - January 2005
Salt Lake Community College August 2004 - December 2004
Skills
Series 7, Series 66, Sales Support, Client Services, Client Communication, Client Relationship..., Client Engagement, Client Development, Retention, Data Entry, SAP, Salesforce.com, Sales Operations, Investments, Call Center, Customer Service, Customer Engagement, CRM, Customer Retention, Uniform Combined State..., Financial Services, Call Centers, Leadership, Public Speaking
Education
University of Phoenix 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Utah Valley University 2009 — 2009
General Studies, General Studies
Salt Lake Community College 2003 — 2008
General Studies, General Studies
TD Ameritrade September 2011 - Present
Investools from TD Ameritrade June 2009 - August 2011
Kohler's January 2008 - August 2009
Volunteer Work December 2005 - December 2007
Oral health Center June 2004 - January 2005
Salt Lake Community College August 2004 - December 2004
Skills
Series 7, Series 66, Sales Support, Client Services, Client Communication, Client Relationship..., Client Engagement, Client Development, Retention, Data Entry, SAP, Salesforce.com, Sales Operations, Investments, Call Center, Customer Service, Customer Engagement, CRM, Customer Retention, Uniform Combined State..., Financial Services, Call Centers, Leadership, Public Speaking
Education
University of Phoenix 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Utah Valley University 2009 — 2009
General Studies, General Studies
Salt Lake Community College 2003 — 2008
General Studies, General Studies
Fritz Louis-Charles's TD Ameritrade Experience November 2009 - September 2014
Job Director of Operations
Industry Financial Services
Experience
Apex Clearing Corporation September 2015 - Present
J.P. Morgan September 2014 - Present
TD Ameritrade November 2009 - September 2014
TD Ameritrade February 2007 - November 2009
Skills
Series 7, Rule 144, Employee Stock Options, Series 24, Series 63, Alternative Investments, Corporate Actions, Back Office, Financial Services, Securities, Brokerage, Data Conversion, Mutual Funds, Relationship Management, Wealth Management, Investment Advisory, Equities, Risk Management
Education
San Diego State University-California State University
Apex Clearing Corporation September 2015 - Present
J.P. Morgan September 2014 - Present
TD Ameritrade November 2009 - September 2014
TD Ameritrade February 2007 - November 2009
Skills
Series 7, Rule 144, Employee Stock Options, Series 24, Series 63, Alternative Investments, Corporate Actions, Back Office, Financial Services, Securities, Brokerage, Data Conversion, Mutual Funds, Relationship Management, Wealth Management, Investment Advisory, Equities, Risk Management
Education
San Diego State University-California State University
Ryan Kirk's TD Ameritrade Experience February 2015 - Present
Job Trade Desk Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade October 2011 - Present
TD Ameritrade November 2009 - October 2011
TD Ameritrade October 2008 - November 2009
Skills
Series 63, Series 7, Investments, Securities, Equities, Customer Service, Futures Trading, Foreign Exchange, Stock Market Analysis, Asset Management, FINRA, Financial Services, Finance, Strategic Financial...
Education
Southeastern University 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Southeastern University 2005 — 2007
Bachelor of Arts (BA), Interdisciplinary Studies
TD Ameritrade February 2015 - Present
TD Ameritrade October 2011 - Present
TD Ameritrade November 2009 - October 2011
TD Ameritrade October 2008 - November 2009
Skills
Series 63, Series 7, Investments, Securities, Equities, Customer Service, Futures Trading, Foreign Exchange, Stock Market Analysis, Asset Management, FINRA, Financial Services, Finance, Strategic Financial...
Education
Southeastern University 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Southeastern University 2005 — 2007
Bachelor of Arts (BA), Interdisciplinary Studies
Charles Nolte's TD Ameritrade Experience January 2014 - Present
Job Jr. Specialist, Fixed Income at TD Ameritrade
Industry Accounting
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade January 2012 - December 2013
Del Mar Fair June 2011 - July 2011
Charlie Kellett, CPA January 2011 - April 2011
BioMed Realty Trust September 2010 - January 2011
Sony Computer Entertainment America June 2010 - August 2010
New York Yankees March 2009 - September 2009
Minnesota Twins June 2007 - March 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Accounting, Access, Strategic Planning, Accounts Payable, Process Improvement, Baseball, Sports, Marketing, Teamwork
Education
San Diego State University-California State University 2004 — 2011
BS, Accounting
TD Ameritrade January 2014 - Present
TD Ameritrade January 2012 - December 2013
Del Mar Fair June 2011 - July 2011
Charlie Kellett, CPA January 2011 - April 2011
BioMed Realty Trust September 2010 - January 2011
Sony Computer Entertainment America June 2010 - August 2010
New York Yankees March 2009 - September 2009
Minnesota Twins June 2007 - March 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Accounting, Access, Strategic Planning, Accounts Payable, Process Improvement, Baseball, Sports, Marketing, Teamwork
Education
San Diego State University-California State University 2004 — 2011
BS, Accounting
Jason Driggs's TD Ameritrade Experience April 2011 - Present
Job Senior Associate TD Ameritrade Institutional Services
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
TD Ameritrade August 1997 - Present
TD Ameritrade January 2008 - April 2011
Skills
Series 7, Series 63, Customer Service, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Wealth Management, Financial Analysis, Relationship Management
Education
SUHI
San Diego Mesa College
Southwestern College
TD Ameritrade April 2011 - Present
TD Ameritrade August 1997 - Present
TD Ameritrade January 2008 - April 2011
Skills
Series 7, Series 63, Customer Service, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Wealth Management, Financial Analysis, Relationship Management
Education
SUHI
San Diego Mesa College
Southwestern College
Austin Welshiemer's TD Ameritrade Experience August 2011 - September 2012
Job Staff Accountant at Z57 Internet Solutions
Industry Accounting
Experience
Z57 Internet Solutions September 2012 - Present
TD Ameritrade August 2011 - September 2012
Ace Parking April 2010 - August 2011
Keystone Capital Inc January 2011 - May 2011
San Diego State Univeristy January 2011 - May 2011
Skills
Microsoft Excel, Finance, Financial Statements, Financial Accounting, Journal Entries, Financial Analysis, Investments, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Forecasting, Data Analysis, Social Media, Public Speaking, 10 Key
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Science (B.S.), Finance, Completed
Z57 Internet Solutions September 2012 - Present
TD Ameritrade August 2011 - September 2012
Ace Parking April 2010 - August 2011
Keystone Capital Inc January 2011 - May 2011
San Diego State Univeristy January 2011 - May 2011
Skills
Microsoft Excel, Finance, Financial Statements, Financial Accounting, Journal Entries, Financial Analysis, Investments, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Forecasting, Data Analysis, Social Media, Public Speaking, 10 Key
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Science (B.S.), Finance, Completed
Brittany Travis's TD Ameritrade Experience September 2007 - Present
Job New Client Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2007 - Present
Omaha State Bank February 2007 - September 2007
Nebraska Book Company July 2004 - January 2007
Education
Southeast Community College 2004 — 2006
Lincoln High School
TD Ameritrade September 2007 - Present
Omaha State Bank February 2007 - September 2007
Nebraska Book Company July 2004 - January 2007
Education
Southeast Community College 2004 — 2006
Lincoln High School
Benjamin Pawloski's TD Ameritrade Experience October 2006 - September 2007
Job Media Production Professional
Industry Animation
Experience
On-LIne Imaging February 2007 - September 2011
TD Ameritrade October 2006 - September 2007
Major Custom Cable June 2005 - September 2006
Education
Southeast Missouri State University 1997 — 2002
Bachelor of Science, Industrial Technology: Technical Graphics
On-LIne Imaging February 2007 - September 2011
TD Ameritrade October 2006 - September 2007
Major Custom Cable June 2005 - September 2006
Education
Southeast Missouri State University 1997 — 2002
Bachelor of Science, Industrial Technology: Technical Graphics
Emily Nowell's TD Ameritrade Experience June 2011 - August 2011
Job Marketing Manager at Mortgage Returns
Industry Public Relations and Communications
Experience
Mortgage Returns May 2012 - Present
Saint Louis University August 2009 - May 2013
Alpha Delta Pi Sorority October 2009 - December 2012
Nebraska Association of Student Councils October 2008 - August 2012
TD Ameritrade June 2011 - August 2011
Saint Louis University March 2010 - December 2010
TD Ameritrade June 2010 - August 2010
Olive Garden August 2007 - August 2009
Skills
Microsoft Office, Photoshop, InDesign, iMovie, Digital Photography, Digital Video, Blog Development, Blogging, Editing, Social Media, Adobe Creative Suite, Advertising, Event Planning, Facebook, Social Networking, Leadership, Newsletters, Marketing, QuarkXPress, Public Relations, Marketing Communications, Social Media Marketing
Education
Saint Louis University 2009 — 2013
Bachelor of Arts, Communication; Advertising/Public Relations, Marketing
Millard West High School 2005 — 2009
Mortgage Returns May 2012 - Present
Saint Louis University August 2009 - May 2013
Alpha Delta Pi Sorority October 2009 - December 2012
Nebraska Association of Student Councils October 2008 - August 2012
TD Ameritrade June 2011 - August 2011
Saint Louis University March 2010 - December 2010
TD Ameritrade June 2010 - August 2010
Olive Garden August 2007 - August 2009
Skills
Microsoft Office, Photoshop, InDesign, iMovie, Digital Photography, Digital Video, Blog Development, Blogging, Editing, Social Media, Adobe Creative Suite, Advertising, Event Planning, Facebook, Social Networking, Leadership, Newsletters, Marketing, QuarkXPress, Public Relations, Marketing Communications, Social Media Marketing
Education
Saint Louis University 2009 — 2013
Bachelor of Arts, Communication; Advertising/Public Relations, Marketing
Millard West High School 2005 — 2009
Justin Yip's TD Ameritrade Experience 2009 - 2012
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS 2013 - Present
Stifel Financial Corp. 2013 - 2013
TD Ameritrade 2009 - 2012
UBS 2005 - 2007
Education
Santa Clara University 2003 — 2007
Finance
UBS 2013 - Present
Stifel Financial Corp. 2013 - 2013
TD Ameritrade 2009 - 2012
UBS 2005 - 2007
Education
Santa Clara University 2003 — 2007
Finance
Brad Junker's TD Ameritrade Experience April 1998 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 1998 - Present
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Uniform Combined State..., FINRA
Education
Seattle University 1987 — 1991
Bachelor of Arts in Business Administration (BABA), Finance
Jesuit High School 1983 — 1987
TD Ameritrade April 1998 - Present
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Uniform Combined State..., FINRA
Education
Seattle University 1987 — 1991
Bachelor of Arts in Business Administration (BABA), Finance
Jesuit High School 1983 — 1987
Marilynn McGeehan's TD Ameritrade Experience 2006 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade 2006 - 2011
Juan Diego Catholic High School 2002 - 2010
Delta Air Lines 2000 - 2006
Skills
Microsoft Office, Customer Service, Multi Tasking, Oral & Written..., Interpersonal Skill, Front Office, Positive Energy, Can Do Approach, Pay Close Attention to..., Budgets, Management, Recruiting, Time Management, Business Strategy, Interviews, Training, Finance, Data Entry, Leadership, Options, Communication, Microsoft Word, Risk Management, Coaching
Education
San Francisco State University
TD Ameritrade 2006 - 2011
Juan Diego Catholic High School 2002 - 2010
Delta Air Lines 2000 - 2006
Skills
Microsoft Office, Customer Service, Multi Tasking, Oral & Written..., Interpersonal Skill, Front Office, Positive Energy, Can Do Approach, Pay Close Attention to..., Budgets, Management, Recruiting, Time Management, Business Strategy, Interviews, Training, Finance, Data Entry, Leadership, Options, Communication, Microsoft Word, Risk Management, Coaching
Education
San Francisco State University
Michael Princell's TD Ameritrade Experience October 2014 - Present
Job Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade January 2014 - October 2014
TD Ameritrade January 2013 - February 2014
TD Ameritrade January 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Series 24
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, History
TD Ameritrade October 2014 - Present
TD Ameritrade January 2014 - October 2014
TD Ameritrade January 2013 - February 2014
TD Ameritrade January 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Series 24
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, History
mitchell porter's TD Ameritrade Experience January 2006 - Present
Job Senior Equity Trader at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2006 - Present
Skills
Series 7, Series 63, Equities, Securities, Mutual Funds, Investments, Trading, Financial Services
Education
San Diego State University-California State University 1992 — 1995
Bachelor of Science (B.S.), Finance and Financial Management Services
TD Ameritrade January 2006 - Present
Skills
Series 7, Series 63, Equities, Securities, Mutual Funds, Investments, Trading, Financial Services
Education
San Diego State University-California State University 1992 — 1995
Bachelor of Science (B.S.), Finance and Financial Management Services
Skip Storm's TD Ameritrade Experience June 1998 - November 2002
Job Branch Manager at Scottrade
Industry Financial Services
Jason Cai's TD Ameritrade Experience June 2013 - Present
Job Sr Software Engineer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade June 2013 - Present
ProKarma January 2013 - June 2013
PayPal June 2010 - November 2012
DTN / The Progressive Farmer February 1999 - June 2010
Education
University of Nebraska at Omaha 1997 — 1999
Master's Degree, Computer Science
Shandong University 1991 — 1995
Bachelor's Degree, Computer Science
TD Ameritrade June 2013 - Present
ProKarma January 2013 - June 2013
PayPal June 2010 - November 2012
DTN / The Progressive Farmer February 1999 - June 2010
Education
University of Nebraska at Omaha 1997 — 1999
Master's Degree, Computer Science
Shandong University 1991 — 1995
Bachelor's Degree, Computer Science
Nicholas Stanton's TD Ameritrade Experience October 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
Fidelity Investments July 2008 - October 2012
Education
Saint Michael's College 2004 — 2008
TD Ameritrade October 2012 - Present
Fidelity Investments July 2008 - October 2012
Education
Saint Michael's College 2004 — 2008
Ted Baden's TD Ameritrade Experience October 1998 - October 2007
Job Loan Officer Assistant / Mortgage Processor at Prospect Mortgage, LLC
Industry
Experience
Prospect Mortgage, LLC June 2015 - Present
CoreLogic Credco May 2013 - Present
TD Ameritrade October 1998 - October 2007
Education
San Diego State University-California State University 1994 — 1998
Prospect Mortgage, LLC June 2015 - Present
CoreLogic Credco May 2013 - Present
TD Ameritrade October 1998 - October 2007
Education
San Diego State University-California State University 1994 — 1998
Colleen McNeil's TD Ameritrade Experience
Job registered securities representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
Financial Services, Risk Management, Mutual Funds, Series 63, Equities, Series 7, Portfolio Management, Wealth Management, Securities, Investments, Asset Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Analysis, Options, Banking
Education
Southeastern Louisiana University
TD Ameritrade
Skills
Financial Services, Risk Management, Mutual Funds, Series 63, Equities, Series 7, Portfolio Management, Wealth Management, Securities, Investments, Asset Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Analysis, Options, Banking
Education
Southeastern Louisiana University
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.