TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Ryan Gahler Ryan Gahler's TD Ameritrade Experience December 2006 - Present
Job Senior Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2006 - Present
Fidelity Investments June 2005 - December 2006
Trans Market Group- Chicago Board of Trade January 2004 - May 2004
Westcott Group- Chicago Mercantile Exchange January 2001 - January 2004
Skills
Negotiation, Series 7, Series 63, Building Relationships, Sales, Bonds, Fixed Income Portfolio..., Series 65, Securities, Bloomberg
Education
Southern Illinois University, Carbondale
Business/Corporate Communications
University of Wisconsin-Whitewater
General Studies
William Rainey Harper Community College
Accounting and Finance
TD Ameritrade December 2006 - Present
Fidelity Investments June 2005 - December 2006
Trans Market Group- Chicago Board of Trade January 2004 - May 2004
Westcott Group- Chicago Mercantile Exchange January 2001 - January 2004
Skills
Negotiation, Series 7, Series 63, Building Relationships, Sales, Bonds, Fixed Income Portfolio..., Series 65, Securities, Bloomberg
Education
Southern Illinois University, Carbondale
Business/Corporate Communications
University of Wisconsin-Whitewater
General Studies
William Rainey Harper Community College
Accounting and Finance
Andrea Gonzalez Corleto Andrea Gonzalez Corleto's TD Ameritrade Experience October 2014 - November 2014
Job Private Equity Associate at Meridional Equity
Industry Financial Services
Experience
Mandala Restaurant March 2014 - Present
RF Capital Inc. June 2015 - August 2015
Meridional Equity December 2014 - August 2015
TD Ameritrade October 2014 - November 2014
Bayer CropScience May 2014 - July 2014
Boston Uncharted September 2013 - April 2014
European Vibe Entertainment September 2012 - December 2012
Help Now January 2012 - July 2012
Ogilvy & Mather April 2011 - April 2011
Skills
Entrepreneurship, Leadership, Finance, Financial Analysis, Debate, Public Speaking, Microsoft Office, Online Marketing, Internal Communications, Social Networking, Social Media, Microsoft Excel, Customer Service, Social Media Marketing, Online Advertising, Public Relations, PowerPoint, Model United Nations, Facebook, New Business Development, Small Business, Mathematics, Creative Solutions, Sales, Spanish, Corporate Communications, Microsoft Word
Education
Suffolk University 2012 — 2016
Bachelor’s Degree, Finance and Entrepreneurship, Investments Concentration, Class of 2016
Mandala Restaurant March 2014 - Present
RF Capital Inc. June 2015 - August 2015
Meridional Equity December 2014 - August 2015
TD Ameritrade October 2014 - November 2014
Bayer CropScience May 2014 - July 2014
Boston Uncharted September 2013 - April 2014
European Vibe Entertainment September 2012 - December 2012
Help Now January 2012 - July 2012
Ogilvy & Mather April 2011 - April 2011
Skills
Entrepreneurship, Leadership, Finance, Financial Analysis, Debate, Public Speaking, Microsoft Office, Online Marketing, Internal Communications, Social Networking, Social Media, Microsoft Excel, Customer Service, Social Media Marketing, Online Advertising, Public Relations, PowerPoint, Model United Nations, Facebook, New Business Development, Small Business, Mathematics, Creative Solutions, Sales, Spanish, Corporate Communications, Microsoft Word
Education
Suffolk University 2012 — 2016
Bachelor’s Degree, Finance and Entrepreneurship, Investments Concentration, Class of 2016
Bridger Lowder's TD Ameritrade Experience January 2002 - July 2003
Job Data Center Engineer at Bedroc, Inc.
Industry Hospital & Health Care
Experience
Bedroc, Inc. April 2015 - Present
e+CancerCare August 2013 - April 2015
Alive Hospice November 2011 - August 2013
LT Computer Systems May 2008 - October 2011
Millennium Technology Group May 2006 - April 2008
PMH Resources August 2005 - May 2006
AIG July 2003 - July 2005
TD Ameritrade January 2002 - July 2003
Charles Schwab February 2000 - November 2001
Skills
VMware, EMC SANs, Microsoft Windows Server, Microsoft SQL Server, Active Directory, Microsoft Exchange, Exchange ActiveSync, Network Administration, Cisco Technologies, Microsoft Windows, Powershell, Visual C++, Microsoft Office, Visual C#, HTML 5, Silverlight, Java, JavaScript, Adobe Acrobat, Great Plains Software, BMC Remedy, Numara Track-It, PeopleSoft, Kaspersky, Data Recovery, Mobile Devices, Laptop Repair, Desktop Repair, Technical Support, Windows 7, Help Desk Support, Windows Server, Server Administration, XP, Networking, Computer Repair, A+ Certified, Antivirus, Dell Computers, Windows, Group Policy, Microsoft Certified..., Windows XP, Data Center, Management, Customer Service
Education
Stetson University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Valencia Community College
Associate of Arts (AA), General Studies
Bedroc, Inc. April 2015 - Present
e+CancerCare August 2013 - April 2015
Alive Hospice November 2011 - August 2013
LT Computer Systems May 2008 - October 2011
Millennium Technology Group May 2006 - April 2008
PMH Resources August 2005 - May 2006
AIG July 2003 - July 2005
TD Ameritrade January 2002 - July 2003
Charles Schwab February 2000 - November 2001
Skills
VMware, EMC SANs, Microsoft Windows Server, Microsoft SQL Server, Active Directory, Microsoft Exchange, Exchange ActiveSync, Network Administration, Cisco Technologies, Microsoft Windows, Powershell, Visual C++, Microsoft Office, Visual C#, HTML 5, Silverlight, Java, JavaScript, Adobe Acrobat, Great Plains Software, BMC Remedy, Numara Track-It, PeopleSoft, Kaspersky, Data Recovery, Mobile Devices, Laptop Repair, Desktop Repair, Technical Support, Windows 7, Help Desk Support, Windows Server, Server Administration, XP, Networking, Computer Repair, A+ Certified, Antivirus, Dell Computers, Windows, Group Policy, Microsoft Certified..., Windows XP, Data Center, Management, Customer Service
Education
Stetson University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Valencia Community College
Associate of Arts (AA), General Studies
Anthony Mancino Anthony Mancino's TD Ameritrade Experience October 2004 - May 2013
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
Kevin Dinino's TD Ameritrade Experience July 2004 - June 2006
Job Communications Counselor to B2B and Financial Services Brands
Industry Public Relations and Communications
Experience
KCD Public Relations Inc. February 2009 - Present
San Diego Cyber Center of Excellence (CCOE) May 2015 - Present
IABC San Diego October 2014 - May 2015
LPL Financial February 2007 - January 2009
SZPR Inc. October 2006 - January 2007
TD AMERITRADE July 2004 - June 2006
Brainerd Communicators, inc. September 2002 - August 2004
Stanton Crenshaw Communications July 2000 - September 2002
Skills
Public relations, Social media, Marketing Communications, Public Speaking, Entrepreneurship, Social Media Marketing, Media Relations, Publicity, Consultancy, Public Relations, Consultants, Social Media, Marketing, Strategy, Advertising, Strategic Communications, Corporate Communications, Financial Services, Internal Communications, Marketing Strategy, Event Management, Lead Generation, Start-ups, Crisis Communications, Press Releases, B2B, Copywriting, Blogging, Strategic Planning, Brand Awareness, Social Networking, Management, Investor Relations, Spokesperson, Crisis Management, Integrated Marketing, Newsletters, Online Marketing, Message Development
Education
State University of New York College at Buffalo 1996 — 2000
Bachelor of Arts (B.A.), Public Communication
KCD Public Relations Inc. February 2009 - Present
San Diego Cyber Center of Excellence (CCOE) May 2015 - Present
IABC San Diego October 2014 - May 2015
LPL Financial February 2007 - January 2009
SZPR Inc. October 2006 - January 2007
TD AMERITRADE July 2004 - June 2006
Brainerd Communicators, inc. September 2002 - August 2004
Stanton Crenshaw Communications July 2000 - September 2002
Skills
Public relations, Social media, Marketing Communications, Public Speaking, Entrepreneurship, Social Media Marketing, Media Relations, Publicity, Consultancy, Public Relations, Consultants, Social Media, Marketing, Strategy, Advertising, Strategic Communications, Corporate Communications, Financial Services, Internal Communications, Marketing Strategy, Event Management, Lead Generation, Start-ups, Crisis Communications, Press Releases, B2B, Copywriting, Blogging, Strategic Planning, Brand Awareness, Social Networking, Management, Investor Relations, Spokesperson, Crisis Management, Integrated Marketing, Newsletters, Online Marketing, Message Development
Education
State University of New York College at Buffalo 1996 — 2000
Bachelor of Arts (B.A.), Public Communication
Bryan Pitney Bryan Pitney's TD Ameritrade Experience September 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
ING Financial Partners March 2010 - September 2013
ING Financial Advisers July 2008 - March 2010
Ameriprise Financial Services, Inc. September 2006 - January 2008
Skills
Series 7, Series 66, Series 24, Series 53, Life & Health Insurance..., Retirement Planning, Investments
Education
Stonehill College 2002 — 2006
Bachelor, Economics
TD Ameritrade September 2013 - Present
ING Financial Partners March 2010 - September 2013
ING Financial Advisers July 2008 - March 2010
Ameriprise Financial Services, Inc. September 2006 - January 2008
Skills
Series 7, Series 66, Series 24, Series 53, Life & Health Insurance..., Retirement Planning, Investments
Education
Stonehill College 2002 — 2006
Bachelor, Economics
Seth Edwards's TD Ameritrade Experience January 2009 - February 2011
Job Senior Developer at PubNub
Industry Information Technology and Services
Experience
PubNub December 2013 - Present
Salesforce Marketing Cloud May 2011 - November 2013
TD Ameritrade January 2009 - February 2011
Republic Bank May 2008 - January 2009
Sullivan University November 2003 - May 2008
Skills
Databases, Web Applications, SQL, MongoDB, Ruby on Rails, REST, Distributed Systems, Git, Agile Methodologies, Node.js, JavaScript, Integration, MySQL, Software Development, Unit Testing, Software Documentation, Ruby, Scrum, Metrics, Python, Agile Methodolgy, Configuration Management, Data Analysis, Cassandra, Redis, Big Data, PostgreSQL, Jelly
Education
Sullivan University 2004 — 2008
Bachelor of Science in Information Technology
PubNub December 2013 - Present
Salesforce Marketing Cloud May 2011 - November 2013
TD Ameritrade January 2009 - February 2011
Republic Bank May 2008 - January 2009
Sullivan University November 2003 - May 2008
Skills
Databases, Web Applications, SQL, MongoDB, Ruby on Rails, REST, Distributed Systems, Git, Agile Methodologies, Node.js, JavaScript, Integration, MySQL, Software Development, Unit Testing, Software Documentation, Ruby, Scrum, Metrics, Python, Agile Methodolgy, Configuration Management, Data Analysis, Cassandra, Redis, Big Data, PostgreSQL, Jelly
Education
Sullivan University 2004 — 2008
Bachelor of Science in Information Technology
Simon Vacula Simon Vacula's TD Ameritrade Experience February 2015 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
Ark Pharmacies December 2013 - January 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Teaching, Team Leadership, Team Building, Training, Event Planning, Photoshop, Teamwork, Sales Operations, Customer Satisfaction, Time Management
Education
Stephen F. Austin State University 2010 — 2014
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
McNeil High School 2006 — 2010
TD Ameritrade February 2015 - Present
Ark Pharmacies December 2013 - January 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Teaching, Team Leadership, Team Building, Training, Event Planning, Photoshop, Teamwork, Sales Operations, Customer Satisfaction, Time Management
Education
Stephen F. Austin State University 2010 — 2014
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
McNeil High School 2006 — 2010
Morgan Pace's TD Ameritrade Experience September 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Wells Fargo Advisors, LLC November 2012 - August 2013
First American Title 2011 - 2012
Frost Mortgage Lending Group October 2008 - October 2011
Skills
Investments, Leadership, Retirement Planning, Mutual Funds, Financial Analysis, Wealth Management, Finance, Analysis, Insurance, Loans, Management, Strategic Financial..., Interviews, Credit, New Business Development, Executive Management, Recruiting, Due Diligence, Series 63, Sales Management, Accounting, Financial Reporting, Asset Management, Customer Service, Time Management, Real Estate, Strategic Planning, Risk Management, Microsoft Excel, Business Development, Tax, Training, Series 7, Employee Benefits, Business Planning, Forecasting, Business Analysis, Mergers & Acquisitions, Budgets, Small Business, Banking, Business Strategy, P&L, Mortgage Lending, Sales, Marketing, Team Building, Investment Strategies, Negotiation, Commercial Lending
Education
St. Edward's University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Northwest High School 1995 — 1999
TD Ameritrade September 2013 - Present
Wells Fargo Advisors, LLC November 2012 - August 2013
First American Title 2011 - 2012
Frost Mortgage Lending Group October 2008 - October 2011
Skills
Investments, Leadership, Retirement Planning, Mutual Funds, Financial Analysis, Wealth Management, Finance, Analysis, Insurance, Loans, Management, Strategic Financial..., Interviews, Credit, New Business Development, Executive Management, Recruiting, Due Diligence, Series 63, Sales Management, Accounting, Financial Reporting, Asset Management, Customer Service, Time Management, Real Estate, Strategic Planning, Risk Management, Microsoft Excel, Business Development, Tax, Training, Series 7, Employee Benefits, Business Planning, Forecasting, Business Analysis, Mergers & Acquisitions, Budgets, Small Business, Banking, Business Strategy, P&L, Mortgage Lending, Sales, Marketing, Team Building, Investment Strategies, Negotiation, Commercial Lending
Education
St. Edward's University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Northwest High School 1995 — 1999
Kevin Gallagher Kevin Gallagher's TD Ameritrade Experience May 1998 - April 2002
Job Director, Supply Chain Business Development at "Universal"
Industry Transportation/Trucking/Railroad
Experience
Universal - UTSI October 2014 - Present
Penske Logistics July 2013 - October 2014
Dynamex January 2009 - July 2013
Worldwide Book Services, Inc. May 2002 - May 2007
TD Ameritrade May 1998 - April 2002
Skills
National Account Sales, Transportation, Shipping, Staff Development, Operations Management, Logistics Management, Account Management, New Business Development, Sales Management, Logistics, Contract Negotiation, Negotiation, Team Building, Supply Chain, Freight, Pricing, Business Development, Process Improvement, Direct Sales, Sales, Supply Chain Management, Leadership, Inventory Management, 3PL, Sales Operations, Transportation..., Warehousing, LTL, P&L Management
Education
Stony Brook University 1994 — 1998
BS, Business Management
Universal - UTSI October 2014 - Present
Penske Logistics July 2013 - October 2014
Dynamex January 2009 - July 2013
Worldwide Book Services, Inc. May 2002 - May 2007
TD Ameritrade May 1998 - April 2002
Skills
National Account Sales, Transportation, Shipping, Staff Development, Operations Management, Logistics Management, Account Management, New Business Development, Sales Management, Logistics, Contract Negotiation, Negotiation, Team Building, Supply Chain, Freight, Pricing, Business Development, Process Improvement, Direct Sales, Sales, Supply Chain Management, Leadership, Inventory Management, 3PL, Sales Operations, Transportation..., Warehousing, LTL, P&L Management
Education
Stony Brook University 1994 — 1998
BS, Business Management
Marcus Gendke Marcus Gendke's TD Ameritrade Experience February 2012 - January 2015
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
TD Ameritrade February 2012 - January 2015
TD Ameritrade March 2007 - March 2012
UBS May 2002 - March 2004
Skills
Sales Management, Sales Management..., Financial Services, Series 24, Risk Management, Portfolio Management, Sales, Series 7, Series 66, Mutual Funds, Wealth Management, Series 63, Investments, Retirement Planning, Securities, Equities, Investment Advisory, Asset Allocation, Strategic Financial..., Banking, FINRA, Financial Advisory, Leadership, Finance
Education
Southwestern Adventist University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Scottrade January 2015 - Present
TD Ameritrade February 2012 - January 2015
TD Ameritrade March 2007 - March 2012
UBS May 2002 - March 2004
Skills
Sales Management, Sales Management..., Financial Services, Series 24, Risk Management, Portfolio Management, Sales, Series 7, Series 66, Mutual Funds, Wealth Management, Series 63, Investments, Retirement Planning, Securities, Equities, Investment Advisory, Asset Allocation, Strategic Financial..., Banking, FINRA, Financial Advisory, Leadership, Finance
Education
Southwestern Adventist University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Jasbir Vig's TD Ameritrade Experience November 2006 - October 2007
Job Sr SDET at Disney Parks & Resorts
Industry Information Technology and Services
Experience
Disney Parks & Resorts June 2015 - Present
All Star Directories August 2014 - May 2015
All Star Directories November 2011 - July 2014
AT&T Mobility June 2009 - November 2011
RealNetworks February 2009 - May 2009
Washington Mutual October 2007 - January 2009
TD Ameritrade November 2006 - October 2007
Hewlett-Packard January 2006 - October 2006
T-Mobile September 2005 - November 2005
Skills
JUnit, Selenium, JIRA, Test Automation, LoadRunner, Linux, Testing, C, Core Java, TestNG, Scrum, Eclipse, Subversion, JSP, Git, Hibernate, WebDriver, Servlets, Grinder, quick test pro, Vantage Analyzer, SiteScope, SilkTest, Neotys Neoload, Spring MVC, IntelliJ IDEA
Education
St Joseph's High School
SSC
State University of New York College at Buffalo
M.S., Aerospace Engineering
State University of New York College at Buffalo
B.S., Aerospace Engineering
Disney Parks & Resorts June 2015 - Present
All Star Directories August 2014 - May 2015
All Star Directories November 2011 - July 2014
AT&T Mobility June 2009 - November 2011
RealNetworks February 2009 - May 2009
Washington Mutual October 2007 - January 2009
TD Ameritrade November 2006 - October 2007
Hewlett-Packard January 2006 - October 2006
T-Mobile September 2005 - November 2005
Skills
JUnit, Selenium, JIRA, Test Automation, LoadRunner, Linux, Testing, C, Core Java, TestNG, Scrum, Eclipse, Subversion, JSP, Git, Hibernate, WebDriver, Servlets, Grinder, quick test pro, Vantage Analyzer, SiteScope, SilkTest, Neotys Neoload, Spring MVC, IntelliJ IDEA
Education
St Joseph's High School
SSC
State University of New York College at Buffalo
M.S., Aerospace Engineering
State University of New York College at Buffalo
B.S., Aerospace Engineering
Andrew Del Priore's TD Ameritrade Experience June 2010 - January 2014
Job Alumni of Saint John's University Peter J. Tobin College of Business
Industry Accounting
Experience
Potter and LaMarca LLP January 2014 - Present
St. John's University September 2013 - May 2014
TD Ameritrade June 2010 - January 2014
Volunteer Income Tax Assistance January 2012 - April 2012
Skills
Financial Analysis, Financial Services, Accounting, Risk Management, Microsoft Excel, Access, Financial Advisory, Financial Reporting, Financial Modeling, Finance, Strategic Financial...
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor's degree, Accounting
Monsignor Farrell High School 2005 — 2009
Regents Diploma
Potter and LaMarca LLP January 2014 - Present
St. John's University September 2013 - May 2014
TD Ameritrade June 2010 - January 2014
Volunteer Income Tax Assistance January 2012 - April 2012
Skills
Financial Analysis, Financial Services, Accounting, Risk Management, Microsoft Excel, Access, Financial Advisory, Financial Reporting, Financial Modeling, Finance, Strategic Financial...
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor's degree, Accounting
Monsignor Farrell High School 2005 — 2009
Regents Diploma
Krista Kirn Krista Kirn's TD Ameritrade Experience June 1999 - June 2005
Job CEO of Kirn Household Management at Stay at Home Mom, Inc
Industry Primary/Secondary Education
Experience
Edward Jones March 2012 - Present
Hope Lutheran Church Preschool August 2010 - Present
Stay at Home Mom June 2005 - Present
TD Ameritrade June 1999 - June 2005
Lindner Funds/ Ryback Management March 1996 - June 1999
Education
Southern Illinois University, Carbondale 1988 — 1992
Bachelor of Science, Business Administration
Edward Jones March 2012 - Present
Hope Lutheran Church Preschool August 2010 - Present
Stay at Home Mom June 2005 - Present
TD Ameritrade June 1999 - June 2005
Lindner Funds/ Ryback Management March 1996 - June 1999
Education
Southern Illinois University, Carbondale 1988 — 1992
Bachelor of Science, Business Administration
Nicholas D'Amico, CFP®'s TD Ameritrade Experience January 2006 - December 2006
Job Brennan Financial Services
Industry Financial Services
Experience
Brennan Financial Services August 2013 - Present
USAA July 2012 - August 2013
Knight Capital Group January 2012 - September 2012
Penson Financial Services January 2008 - January 2012
Penson Financial Services January 2007 - December 2007
TD Ameritrade January 2006 - December 2006
Skills
Series 7, Series 63, Series 4, Series 24, Prime Brokerage, Trading, Futures Trading, Options, Series 66, Life & Health Insurance..., Trading Systems, Risk Management, FINRA, FX Options, Securities, Financial Services, Mutual Funds, Alternative Investments, Financial Markets, Wealth Management, Investments, Bonds, Portfolio Management, Asset Management, Investment Advisory, Retirement Planning, Relationship Management, Fixed Income, Equities, Financial Risk, Finance, Electronic Trading, Market Data, Equity Trading, Uniform Combined State..., ETFs, Bloomberg, Strategic Financial...
Education
Southern Methodist University 2013 — 2014
Certificate Program in Financial Planning
Texas State University-San Marcos 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Brennan Financial Services August 2013 - Present
USAA July 2012 - August 2013
Knight Capital Group January 2012 - September 2012
Penson Financial Services January 2008 - January 2012
Penson Financial Services January 2007 - December 2007
TD Ameritrade January 2006 - December 2006
Skills
Series 7, Series 63, Series 4, Series 24, Prime Brokerage, Trading, Futures Trading, Options, Series 66, Life & Health Insurance..., Trading Systems, Risk Management, FINRA, FX Options, Securities, Financial Services, Mutual Funds, Alternative Investments, Financial Markets, Wealth Management, Investments, Bonds, Portfolio Management, Asset Management, Investment Advisory, Retirement Planning, Relationship Management, Fixed Income, Equities, Financial Risk, Finance, Electronic Trading, Market Data, Equity Trading, Uniform Combined State..., ETFs, Bloomberg, Strategic Financial...
Education
Southern Methodist University 2013 — 2014
Certificate Program in Financial Planning
Texas State University-San Marcos 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Joseph F. Varga Joseph F. Varga's TD Ameritrade Experience May 2013 - September 2014
Job Investment Sales Professional
Industry Financial Services
Experience
Scottrade February 2015 - Present
TD Ameritrade May 2013 - September 2014
ETF Managed Portfolio Provider September 2012 - May 2013
Direxion Funds January 2009 - September 2012
Direxion Funds July 2006 - January 2009
Legend Equities Corporation May 2005 - July 2006
AXA May 2004 - May 2005
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, ETFs, Strategic Financial..., Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Series 65, Financial Services
Education
State University of New York College at Cortland 1999 — 2002
Bachelor of Science, Economics
Scottrade February 2015 - Present
TD Ameritrade May 2013 - September 2014
ETF Managed Portfolio Provider September 2012 - May 2013
Direxion Funds January 2009 - September 2012
Direxion Funds July 2006 - January 2009
Legend Equities Corporation May 2005 - July 2006
AXA May 2004 - May 2005
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, ETFs, Strategic Financial..., Series 63, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Series 65, Financial Services
Education
State University of New York College at Cortland 1999 — 2002
Bachelor of Science, Economics
Nate Yuronich Nate Yuronich's TD Ameritrade Experience January 2012 - February 2013
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
Dunham & Associates February 2013 - September 2014
TD Ameritrade January 2012 - February 2013
U.S. Bancorp Investments, Inc. March 2011 - December 2011
UBS Financial Services Inc January 2010 - January 2011
New York University October 2009 - September 2010
Lynx Capital Partners, LLC September 2007 - December 2009
Skills
Wealth Management, Equities, Series 7, Series 63, Relationship Management, Financial Services, Trading, Investments, Mutual Funds, Salesforce.com, Asset Allocation, Financial Advisory, Analysis, Asset Management, Portfolio Management, Sales
Education
State University of New York College at Buffalo 2002 — 2006
Bachelors of Science, Business Administration
TD Ameritrade Institutional September 2014 - Present
Dunham & Associates February 2013 - September 2014
TD Ameritrade January 2012 - February 2013
U.S. Bancorp Investments, Inc. March 2011 - December 2011
UBS Financial Services Inc January 2010 - January 2011
New York University October 2009 - September 2010
Lynx Capital Partners, LLC September 2007 - December 2009
Skills
Wealth Management, Equities, Series 7, Series 63, Relationship Management, Financial Services, Trading, Investments, Mutual Funds, Salesforce.com, Asset Allocation, Financial Advisory, Analysis, Asset Management, Portfolio Management, Sales
Education
State University of New York College at Buffalo 2002 — 2006
Bachelors of Science, Business Administration
Angela Gilland Angela Gilland's TD Ameritrade Experience May 2009 - Present
Job Active Trader Specialist TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2009 - Present
Education
Stephen F. Austin State University 2002 — 2004
TD Ameritrade May 2009 - Present
Education
Stephen F. Austin State University 2002 — 2004
Cory Parrish, MBA Cory Parrish, MBA's TD Ameritrade Experience June 2011 - November 2012
Job Java / Javascript Expert, Consultant, owner at StriveNine
Industry Financial Services
Experience
StriveNine Consulting May 2014 - Present
Lab49 November 2012 - May 2014
TD Ameritrade June 2011 - November 2012
UBS Wealth Management (GTP) July 2009 - June 2011
Skills
Team Leadership, JavaScript, BDD, Lean Software..., Node.js, Java, Github, Angular.js, SQL, HTML, Maven, Hibernate, AJAX, Subversion, Java Enterprise Edition, CSS, Trading Systems, Passport.js, Express.js, Backbone.js, SCSS, Stylus, Spring, Options, Equities, R, Struts, MVC, Neo4j, MongoDB, REST, Test Driven Development
Education
Stevens Institute of Technology 2010 — 2013
MBA, Project Management
Stevens Institute of Technology 2009 — 2011
Masters, Information Management (MIS)
Stevens Institute of Technology 2011 — 2012
Graduate Certificate, Technology Management
Stevens Institute of Technology 2011 — 2011
Graduate Certificate, Project Management
Stevens Institute of Technology 2010 — 2011
Graduate Certificate, Information Mangement
Rutgers, The State University of New Jersey 2007 — 2009
Bachelors Degree, Computer Science
Blackhawk Community College 2002 — 2004
Associates Degree, Music Education; Music Ed
JD Darnall High School 1996 — 2000
High School Diploma, Diploma
StriveNine Consulting May 2014 - Present
Lab49 November 2012 - May 2014
TD Ameritrade June 2011 - November 2012
UBS Wealth Management (GTP) July 2009 - June 2011
Skills
Team Leadership, JavaScript, BDD, Lean Software..., Node.js, Java, Github, Angular.js, SQL, HTML, Maven, Hibernate, AJAX, Subversion, Java Enterprise Edition, CSS, Trading Systems, Passport.js, Express.js, Backbone.js, SCSS, Stylus, Spring, Options, Equities, R, Struts, MVC, Neo4j, MongoDB, REST, Test Driven Development
Education
Stevens Institute of Technology 2010 — 2013
MBA, Project Management
Stevens Institute of Technology 2009 — 2011
Masters, Information Management (MIS)
Stevens Institute of Technology 2011 — 2012
Graduate Certificate, Technology Management
Stevens Institute of Technology 2011 — 2011
Graduate Certificate, Project Management
Stevens Institute of Technology 2010 — 2011
Graduate Certificate, Information Mangement
Rutgers, The State University of New Jersey 2007 — 2009
Bachelors Degree, Computer Science
Blackhawk Community College 2002 — 2004
Associates Degree, Music Education; Music Ed
JD Darnall High School 1996 — 2000
High School Diploma, Diploma
Tyler Klosinski Tyler Klosinski's TD Ameritrade Experience January 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Fidelity Investments April 2013 - January 2014
Fidelity Investments July 2012 - April 2013
iCracked Inc. December 2010 - August 2012
Goldline International, Inc March 2006 - August 2011
Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Finance, Communication, Bloomberg Terminal, Asset Management, Sales, Alternative Investments, Retirement Planning, Financial Markets, Financial Transactions, Financial Projection, Analysis, Problem Solving, Capital Markets, Microsoft Office
Education
Oaks Christian
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor's, Finance
Southern Methodist University 2008 — 2012
Minor, Economics
TD Ameritrade January 2014 - Present
Fidelity Investments April 2013 - January 2014
Fidelity Investments July 2012 - April 2013
iCracked Inc. December 2010 - August 2012
Goldline International, Inc March 2006 - August 2011
Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Finance, Communication, Bloomberg Terminal, Asset Management, Sales, Alternative Investments, Retirement Planning, Financial Markets, Financial Transactions, Financial Projection, Analysis, Problem Solving, Capital Markets, Microsoft Office
Education
Oaks Christian
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor's, Finance
Southern Methodist University 2008 — 2012
Minor, Economics
Parker Day Parker Day's TD Ameritrade Experience September 2012 - Present
Job Financial Representative at TD Ameritrade
Industry Management Consulting
Experience
TD Ameritrade September 2012 - Present
SolarWinds June 2012 - September 2012
La Quinta July 2009 - June 2012
Skills
Teamwork, Customer Service, Leadership, Highly motivated..., Interpersonal..., Critical Thinking
Education
St. Edward's University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Graduated
UNLV 2005 — 2007
Business Administration and Management, General
TD Ameritrade September 2012 - Present
SolarWinds June 2012 - September 2012
La Quinta July 2009 - June 2012
Skills
Teamwork, Customer Service, Leadership, Highly motivated..., Interpersonal..., Critical Thinking
Education
St. Edward's University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Graduated
UNLV 2005 — 2007
Business Administration and Management, General
Malik Felix Malik Felix's TD Ameritrade Experience May 2014 - June 2014
Job Experienced Technology Professional
Industry Information Technology and Services
Experience
Legg Mason July 2014 - Present
TD Ameritrade May 2014 - June 2014
Citi August 2013 - January 2014
Citi January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Computer Hardware, System Administration, Windows 7, Troubleshooting, Quality Assurance, Time Management, Technical Support, Information Technology, Operating Systems, Computer Maintenance, Software Installation, Testing, SDLC, Quality Center, Regression Testing, Test Cases, Windows XP, Help Desk Support, Hardware, Windows Vista, Active Directory, Windows Server
Education
State University of New York Empire State College 2013 — 2016
Computer Science
NPower Technology Service Corps 2014 — 2014
Cisco IT Essentials 5.0 Certification, Information Technology
Streetwise Partners 2014 — 2014
Professional Development
Year Up New York 2012 — 2013
Technical Training Certificate, Quality Assurance
Legg Mason July 2014 - Present
TD Ameritrade May 2014 - June 2014
Citi August 2013 - January 2014
Citi January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Computer Hardware, System Administration, Windows 7, Troubleshooting, Quality Assurance, Time Management, Technical Support, Information Technology, Operating Systems, Computer Maintenance, Software Installation, Testing, SDLC, Quality Center, Regression Testing, Test Cases, Windows XP, Help Desk Support, Hardware, Windows Vista, Active Directory, Windows Server
Education
State University of New York Empire State College 2013 — 2016
Computer Science
NPower Technology Service Corps 2014 — 2014
Cisco IT Essentials 5.0 Certification, Information Technology
Streetwise Partners 2014 — 2014
Professional Development
Year Up New York 2012 — 2013
Technical Training Certificate, Quality Assurance
Hemal Patadia's TD Ameritrade Experience June 2013 - August 2013
Job Programmer Analyst at AIG
Industry Information Technology and Services
Experience
AIG November 2014 - Present
AIG November 2013 - Present
TD Ameritrade June 2013 - August 2013
Skills
JavaScript, SQL, T-SQL, Microsoft SQL Server, Microsoft Office, HTML 5, CSS, SharePoint, PHP, SSIS, PostgreSQL, Oracle, Visual Basic, Oral & Written..., MySQL, C, Documaker, Batch Processing, Databases, SDLC, SSRS
Education
Stevens Institute of Technology 2012 — 2014
Master of Computer Science, Computer Science
SP University 2008 — 2011
Bachelor's Degree, Information System Management, 3.2
AIG November 2014 - Present
AIG November 2013 - Present
TD Ameritrade June 2013 - August 2013
Skills
JavaScript, SQL, T-SQL, Microsoft SQL Server, Microsoft Office, HTML 5, CSS, SharePoint, PHP, SSIS, PostgreSQL, Oracle, Visual Basic, Oral & Written..., MySQL, C, Documaker, Batch Processing, Databases, SDLC, SSRS
Education
Stevens Institute of Technology 2012 — 2014
Master of Computer Science, Computer Science
SP University 2008 — 2011
Bachelor's Degree, Information System Management, 3.2
Rio Slaven Rio Slaven's TD Ameritrade Experience 2006 - 2011
Job Head of Marketing and Community at Tradier Inc.
Industry Marketing and Advertising
Experience
Tradier Inc. 2015 - Present
district6 Strategic Marketing 2012 - 2014
APMEX 2011 - 2012
TD Ameritrade 2006 - 2011
E*Trade Financial 2004 - 2006
Morgan Stanley 2002 - 2004
BBDO 2000 - 2002
Skills
Financial Services, SEO, E-commerce, Customer Acquisition, SEM, Digital Strategy, Social Media Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Management, Email Marketing, Lead Generation, Brand Development, Marketing Strategy, Strategic Partnerships, Cross-functional Team..., Strategy, Mobile Marketing, CRM, Start-ups, Mobile Devices, Content Strategy, Creative Direction, Advertising, Leadership, Marketing, Digital Media, Competitive Analysis, Analytics, Segmentation, Sales, Public Relations, Facebook, Customer Retention, Web Analytics, Enterprise Software, Online Marketing, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Social Media, B2B, Business Strategy
Education
Suffolk University - Sawyer Business School
MBA, Marketing and Quantitative Methods
University of Massachusetts, Amherst
Tradier Inc. 2015 - Present
district6 Strategic Marketing 2012 - 2014
APMEX 2011 - 2012
TD Ameritrade 2006 - 2011
E*Trade Financial 2004 - 2006
Morgan Stanley 2002 - 2004
BBDO 2000 - 2002
Skills
Financial Services, SEO, E-commerce, Customer Acquisition, SEM, Digital Strategy, Social Media Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Management, Email Marketing, Lead Generation, Brand Development, Marketing Strategy, Strategic Partnerships, Cross-functional Team..., Strategy, Mobile Marketing, CRM, Start-ups, Mobile Devices, Content Strategy, Creative Direction, Advertising, Leadership, Marketing, Digital Media, Competitive Analysis, Analytics, Segmentation, Sales, Public Relations, Facebook, Customer Retention, Web Analytics, Enterprise Software, Online Marketing, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Social Media, B2B, Business Strategy
Education
Suffolk University - Sawyer Business School
MBA, Marketing and Quantitative Methods
University of Massachusetts, Amherst
Scott Conroy Scott Conroy's TD Ameritrade Experience July 2007 - May 2011
Job Senior Vice President, RIA Solutions at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial March 2012 - Present
FocusPoint Solutions May 2011 - March 2012
TD Ameritrade July 2007 - May 2011
TD Ameritrade May 2005 - July 2007
TD Waterhouse Institutional Services March 2000 - April 2005
Skills
Series 7, Retirement Planning, Investments, Series 63, Asset Management, CRM, Financial Reporting, Asset Managment
Education
Springfield College 1995 — 1999
Bachelor of Science
Cardinal Spellman High School 1991 — 1995
LPL Financial April 2015 - Present
LPL Financial March 2012 - Present
FocusPoint Solutions May 2011 - March 2012
TD Ameritrade July 2007 - May 2011
TD Ameritrade May 2005 - July 2007
TD Waterhouse Institutional Services March 2000 - April 2005
Skills
Series 7, Retirement Planning, Investments, Series 63, Asset Management, CRM, Financial Reporting, Asset Managment
Education
Springfield College 1995 — 1999
Bachelor of Science
Cardinal Spellman High School 1991 — 1995
Tammy Branicky Tammy Branicky's TD Ameritrade Experience March 2012 - Present
Job Senior Executive Assistant at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2012 - Present
Sabre Holdings March 2010 - March 2012
Fidelity Investments May 1988 - May 2009
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Fidelity Investments 1990 - 1995
Fidelity Investments 1988 - 1990
Eckerd Pharmacy 1985 - 1988
Skills
Administrative..., Spreadsheets, Analysis, Access, Outlook, Insurance, Customer Service, Budgets, Training, PowerPoint, Visio, Recruiting, Microsoft Excel, Human Resources, Project Management, Marketing, Sales, Vendor Management, Account Management, Relationship Management
Education
Stephen F. Austin State University 1985 — 1986
Heritage Christian Academy
High School Diploma
TD Ameritrade March 2012 - Present
Sabre Holdings March 2010 - March 2012
Fidelity Investments May 1988 - May 2009
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Fidelity Investments 1990 - 1995
Fidelity Investments 1988 - 1990
Eckerd Pharmacy 1985 - 1988
Skills
Administrative..., Spreadsheets, Analysis, Access, Outlook, Insurance, Customer Service, Budgets, Training, PowerPoint, Visio, Recruiting, Microsoft Excel, Human Resources, Project Management, Marketing, Sales, Vendor Management, Account Management, Relationship Management
Education
Stephen F. Austin State University 1985 — 1986
Heritage Christian Academy
High School Diploma
Bobby Chung Bobby Chung's TD Ameritrade Experience May 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
PNC August 2013 - April 2015
Merrill Edge January 2011 - August 2013
OPUS Trading Fund November 2009 - January 2011
Madison Trading March 2007 - November 2009
Skills
Series 7, Series 66, Investments, Life Insurance, Health Insurance, Variable Life, Variable Products, Credit, Banking, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Risk Management, Asset Allocation, Mutual Funds, Equities, Insurance, Asset Management, Finance, Management
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor's Degree, Business/Managerial Economics, Philosophy, Sociology
TD Ameritrade May 2015 - Present
PNC August 2013 - April 2015
Merrill Edge January 2011 - August 2013
OPUS Trading Fund November 2009 - January 2011
Madison Trading March 2007 - November 2009
Skills
Series 7, Series 66, Investments, Life Insurance, Health Insurance, Variable Life, Variable Products, Credit, Banking, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Risk Management, Asset Allocation, Mutual Funds, Equities, Insurance, Asset Management, Finance, Management
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor's Degree, Business/Managerial Economics, Philosophy, Sociology
Tanvi Patel Tanvi Patel's TD Ameritrade Experience 2007 - 2007
Job at PwC Consulting
Industry Financial Services
Experience
PwC Consulting June 2013 - Present
PwC Consulting June 2011 - Present
Deutsche Bank September 2008 - June 2011
Citigroup September 2007 - April 2008
TD Ameritrade 2007 - 2007
Skills
SDLC, Analysis, Business Analysis, Investment Banking, Financial Modeling, Software Documentation, Derivatives, Management Consulting, Capital Markets, Valuation, Fixed Income, Risk Management, SSIS, Business Process, Business Process..., Business Requirements, Business Process..., Visio, Mortgage Lending, Project Management, Equities, Integration, Financial Risk, Trading, Change Management, Organizational..., Benchmarking, Team Leadership
Education
Stevens Institute of Technology 2006 — 2008
Master of Science (MS), Management Information Systems, General
University of Mumbai 2001 — 2005
BE, IT
JNS
PwC Consulting June 2013 - Present
PwC Consulting June 2011 - Present
Deutsche Bank September 2008 - June 2011
Citigroup September 2007 - April 2008
TD Ameritrade 2007 - 2007
Skills
SDLC, Analysis, Business Analysis, Investment Banking, Financial Modeling, Software Documentation, Derivatives, Management Consulting, Capital Markets, Valuation, Fixed Income, Risk Management, SSIS, Business Process, Business Process..., Business Requirements, Business Process..., Visio, Mortgage Lending, Project Management, Equities, Integration, Financial Risk, Trading, Change Management, Organizational..., Benchmarking, Team Leadership
Education
Stevens Institute of Technology 2006 — 2008
Master of Science (MS), Management Information Systems, General
University of Mumbai 2001 — 2005
BE, IT
JNS
Dwight J. Swaney, MBA Dwight J. Swaney, MBA's TD Ameritrade Experience February 2008 - February 2010
Job Consultant
Industry Financial Services
Experience
Self Employed August 2010 - Present
Villanova University January 2010 - May 2012
TD Ameritrade February 2008 - February 2010
Ameriprise Financial Services, Inc. May 2006 - January 2008
Skills
Investment Strategies, Securities, Investments, Strategic Financial..., Equities, Portfolio Management, Asset Managment, Financial Markets, Asset Allocation, Mutual Funds, Series 7, Series 66, Financial Analysis, Asset Management
Education
Villanova University 2010 — 2012
MBA, Finance & Strategic Management
Susquehanna University 2002 — 2006
Business Administration, Marketing & Finance
Self Employed August 2010 - Present
Villanova University January 2010 - May 2012
TD Ameritrade February 2008 - February 2010
Ameriprise Financial Services, Inc. May 2006 - January 2008
Skills
Investment Strategies, Securities, Investments, Strategic Financial..., Equities, Portfolio Management, Asset Managment, Financial Markets, Asset Allocation, Mutual Funds, Series 7, Series 66, Financial Analysis, Asset Management
Education
Villanova University 2010 — 2012
MBA, Finance & Strategic Management
Susquehanna University 2002 — 2006
Business Administration, Marketing & Finance
Andrew Valentine's TD Ameritrade Experience January 2010 - June 2010
Job HR Specialist at Residential Credit Solutions, Inc
Industry Human Resources
Experience
Residential Credit Solutions, Inc December 2013 - Present
Nationstar Mortgage April 2013 - November 2013
Transamerica March 2012 - April 2013
Nationstar Mortgage July 2011 - March 2012
BNSF Railway June 2011 - July 2011
Child Care Associates November 2010 - February 2011
TD Ameritrade January 2010 - June 2010
Nokia Siemens Networks May 2008 - August 2008
Hanson June 2007 - August 2007
Menzies Aviation June 2006 - August 2006
Skills
Interviews, Applicant Tracking..., Payroll, Leadership, Management, Training, Personnel Management, Time Management, FMLA
Education
University of North Texas 2005 — 2008
MBA, Human Resource Management
Stephen F. Austin State University 2000 — 2004
BA, English
Residential Credit Solutions, Inc December 2013 - Present
Nationstar Mortgage April 2013 - November 2013
Transamerica March 2012 - April 2013
Nationstar Mortgage July 2011 - March 2012
BNSF Railway June 2011 - July 2011
Child Care Associates November 2010 - February 2011
TD Ameritrade January 2010 - June 2010
Nokia Siemens Networks May 2008 - August 2008
Hanson June 2007 - August 2007
Menzies Aviation June 2006 - August 2006
Skills
Interviews, Applicant Tracking..., Payroll, Leadership, Management, Training, Personnel Management, Time Management, FMLA
Education
University of North Texas 2005 — 2008
MBA, Human Resource Management
Stephen F. Austin State University 2000 — 2004
BA, English
Matt Brown's TD Ameritrade Experience April 2006 - August 2007
Job Owner at www.EminiJunkie.com
Industry Financial Services
Experience
www.EminiJunkie.com March 2007 - Present
www.Newbie-Trader.com March 2007 - Present
www.CapitalManagementSpecialists.com February 2010 - Present
TD Ameritrade April 2006 - August 2007
Emerson Climate Technologies February 2006 - February 2007
Emerson Climate Technologies May 2004 - February 2006
New Process Steel May 2002 - May 2004
Ingersoll-Rand Thermo King June 2001 - May 2002
Ingersoll-Rand Thermo King July 2000 - June 2001
Ingersoll Rand Corporate March 1999 - July 2000
Skills
Trading Systems, Electronic Trading, Traders, Email Marketing, SEO, E-Learning, New Business Development, Sales, Sales Management, Strategic Planning, Business Development, Account Management, Negotiation, Project Management, Marketing, Team Building, Options, Trading, Technical Analysis, Cross-functional Team..., Trading Strategies, B2B, Start-ups, Business Planning, Marketing Strategy, Six Sigma, Contract Negotiation, Pricing, Management, CRM, Manufacturing, Purchasing, Product Marketing, Strategy, Risk Management, Public Speaking, Product Development, Entrepreneurship, Business Strategy, Lead Generation, Training, Process Improvement, Competitive Analysis, Budgets, Sales Process, Sourcing, Sales Operations, Leadership, Forecasting, Operations Management
Education
The Ohio State University 1990 — 1995
BSMET, Metallurgical Engineering
Spring Arbor University 1996 — 1998
MBA, Graduate Studies School of Business
www.EminiJunkie.com March 2007 - Present
www.Newbie-Trader.com March 2007 - Present
www.CapitalManagementSpecialists.com February 2010 - Present
TD Ameritrade April 2006 - August 2007
Emerson Climate Technologies February 2006 - February 2007
Emerson Climate Technologies May 2004 - February 2006
New Process Steel May 2002 - May 2004
Ingersoll-Rand Thermo King June 2001 - May 2002
Ingersoll-Rand Thermo King July 2000 - June 2001
Ingersoll Rand Corporate March 1999 - July 2000
Skills
Trading Systems, Electronic Trading, Traders, Email Marketing, SEO, E-Learning, New Business Development, Sales, Sales Management, Strategic Planning, Business Development, Account Management, Negotiation, Project Management, Marketing, Team Building, Options, Trading, Technical Analysis, Cross-functional Team..., Trading Strategies, B2B, Start-ups, Business Planning, Marketing Strategy, Six Sigma, Contract Negotiation, Pricing, Management, CRM, Manufacturing, Purchasing, Product Marketing, Strategy, Risk Management, Public Speaking, Product Development, Entrepreneurship, Business Strategy, Lead Generation, Training, Process Improvement, Competitive Analysis, Budgets, Sales Process, Sourcing, Sales Operations, Leadership, Forecasting, Operations Management
Education
The Ohio State University 1990 — 1995
BSMET, Metallurgical Engineering
Spring Arbor University 1996 — 1998
MBA, Graduate Studies School of Business
Jason Fu Jason Fu's TD Ameritrade Experience May 1999 - August 1999
Job Senior Software Engineer
Industry Computer Software
Experience
LBi Software Engineering January 2008 - March 2015
Northrop Grumman September 2003 - January 2008
TD Ameritrade May 1999 - August 1999
Skills
Java, SQL, Eclipse, JavaScript, jQuery, AJAX, J2EE Application..., WebSphere Application..., DB2, C++, .NET, HTML, CSS, JSP, Struts, JSON, RESTful WebServices, Web Services, Software Development, Software Engineering, Web Development, Visual Basic, MySQL, JBoss EAP, Spring, Hibernate, Software Documentation, iBatis, Tomcat, XML, Visual Studio
Education
Stony Brook University 2000 — 2002
Bachelor's Degree, Computer Science
LBi Software Engineering January 2008 - March 2015
Northrop Grumman September 2003 - January 2008
TD Ameritrade May 1999 - August 1999
Skills
Java, SQL, Eclipse, JavaScript, jQuery, AJAX, J2EE Application..., WebSphere Application..., DB2, C++, .NET, HTML, CSS, JSP, Struts, JSON, RESTful WebServices, Web Services, Software Development, Software Engineering, Web Development, Visual Basic, MySQL, JBoss EAP, Spring, Hibernate, Software Documentation, iBatis, Tomcat, XML, Visual Studio
Education
Stony Brook University 2000 — 2002
Bachelor's Degree, Computer Science
Deborah Shane Deborah Shane's TD Ameritrade Experience 2004 - 2005
Job Vice President, Senior Delivery Consultant, GWBT&O Data Management at Bank of America
Industry Investment Banking
Experience
Bank of America January 2014 - Present
Bank of America February 2013 - January 2014
Bank of America November 2011 - February 2013
Bank of America August 2010 - January 2012
JPMorgan Chase & Co. April 2005 - August 2010
Marsh March 2003 - April 2005
TD Ameritrade 2004 - 2005
Prudential Financial August 1998 - November 2002
Skills
Bloomberg Terminal, VAR, Operational Risk..., Data Management, Quality Assurance, Microsoft Office, Rational XDE, DBArtisan, Six Sigma, UML Tools, Sybase, Oracle Applications, Risk Management, Business Process Design, Business Process..., Business Analysis, Basel II, Market Data, Ext JS, Full SDLC, JIRA, HP Quality Center, Credit Risk, Market Risk, SQL, Project Management, Data Quality, Governance, Data Governance, Business Process, Software Documentation, SDLC, Requirements Gathering, Fixed Income, Business Requirements, Financial Services, Investment Banking, Reference Data, Project Portfolio..., Testing, Management, Visio, Software Project..., Requirements Analysis, User Acceptance Testing, IT Strategy, Business Process..., Securities, Data Modeling, Trading Systems
Education
University of Colorado Denver 2006 — 2006
Certificate, Business Systems Analysis
Stony Brook University 1994 — 1998
B.A., Political Science
Bank of America January 2014 - Present
Bank of America February 2013 - January 2014
Bank of America November 2011 - February 2013
Bank of America August 2010 - January 2012
JPMorgan Chase & Co. April 2005 - August 2010
Marsh March 2003 - April 2005
TD Ameritrade 2004 - 2005
Prudential Financial August 1998 - November 2002
Skills
Bloomberg Terminal, VAR, Operational Risk..., Data Management, Quality Assurance, Microsoft Office, Rational XDE, DBArtisan, Six Sigma, UML Tools, Sybase, Oracle Applications, Risk Management, Business Process Design, Business Process..., Business Analysis, Basel II, Market Data, Ext JS, Full SDLC, JIRA, HP Quality Center, Credit Risk, Market Risk, SQL, Project Management, Data Quality, Governance, Data Governance, Business Process, Software Documentation, SDLC, Requirements Gathering, Fixed Income, Business Requirements, Financial Services, Investment Banking, Reference Data, Project Portfolio..., Testing, Management, Visio, Software Project..., Requirements Analysis, User Acceptance Testing, IT Strategy, Business Process..., Securities, Data Modeling, Trading Systems
Education
University of Colorado Denver 2006 — 2006
Certificate, Business Systems Analysis
Stony Brook University 1994 — 1998
B.A., Political Science
Jennifer Winkelmann Jennifer Winkelmann's TD Ameritrade Experience May 2012 - Present
Job Business Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
BLUE CROSS BLUE SHIELD OF NEBRASKA August 2010 - May 2012
BLUE CROSS BLUE SHIELD OF NEBRASKA August 2007 - November 2009
BLUE CROSS BLUE SHIELD OF NEBRASKA August 2003 - July 2007
BLUE CROSS BLUE SHIELD OF NEBRASKA April 2000 - July 2003
BLUE CROSS BLUE SHIELD OF NEBRASKA November 1998 - March 2000
Skills
Business Analysis, Account Management, Insurance, Health Insurance, SharePoint, Process Improvement, Employee Benefits, Agile Methodologies, Business Process..., Workers Compensation, Waterfall, SDLC, Access, CRM, Risk Management, Systems Analysis, Cross-functional Team..., Sales, Analysis, User Acceptance Testing, Marketing, Requirements Analysis, Visio, Life Insurance, Project Portfolio..., Business Process, Agile Project Management, Requirements Gathering, Underwriting, Leadership, Claim, Performance Management, Training, Testing, Team Building, Business Requirements, Software Project..., Integration, PMO, Data Modeling, Program Management, Quality Assurance, Analytics
Education
St. Catherine University 1987 — 1993
Bachelor of Arts, Psychology/Business Administration
TD Ameritrade May 2012 - Present
BLUE CROSS BLUE SHIELD OF NEBRASKA August 2010 - May 2012
BLUE CROSS BLUE SHIELD OF NEBRASKA August 2007 - November 2009
BLUE CROSS BLUE SHIELD OF NEBRASKA August 2003 - July 2007
BLUE CROSS BLUE SHIELD OF NEBRASKA April 2000 - July 2003
BLUE CROSS BLUE SHIELD OF NEBRASKA November 1998 - March 2000
Skills
Business Analysis, Account Management, Insurance, Health Insurance, SharePoint, Process Improvement, Employee Benefits, Agile Methodologies, Business Process..., Workers Compensation, Waterfall, SDLC, Access, CRM, Risk Management, Systems Analysis, Cross-functional Team..., Sales, Analysis, User Acceptance Testing, Marketing, Requirements Analysis, Visio, Life Insurance, Project Portfolio..., Business Process, Agile Project Management, Requirements Gathering, Underwriting, Leadership, Claim, Performance Management, Training, Testing, Team Building, Business Requirements, Software Project..., Integration, PMO, Data Modeling, Program Management, Quality Assurance, Analytics
Education
St. Catherine University 1987 — 1993
Bachelor of Arts, Psychology/Business Administration
Gary Hessert Gary Hessert's TD Ameritrade Experience January 2011 - June 2012
Job Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Investment Solutions July 2014 - Present
Fifth Third Securities September 2013 - March 2014
NBC Securities, Inc. November 2012 - September 2013
TD Ameritrade January 2011 - June 2012
SunTrust Bank November 2009 - January 2011
Colonial Bank March 2007 - November 2009
TD Waterhouse March 1999 - December 2006
Skills
Banking, Finance, Series 7, Series 63, Series 24, Wealth Management, Series 6, Retirement Planning, Securities, Uniform Combined State..., Retirement, Portfolio Management, Fixed Income, Fixed Annuities, Investments
Education
Stockton University 1987 — 1993
Bachelor of Arts, Finance
Collingswood High School 1980 — 1984
High School Diploma, Mathematics
Regions Investment Solutions July 2014 - Present
Fifth Third Securities September 2013 - March 2014
NBC Securities, Inc. November 2012 - September 2013
TD Ameritrade January 2011 - June 2012
SunTrust Bank November 2009 - January 2011
Colonial Bank March 2007 - November 2009
TD Waterhouse March 1999 - December 2006
Skills
Banking, Finance, Series 7, Series 63, Series 24, Wealth Management, Series 6, Retirement Planning, Securities, Uniform Combined State..., Retirement, Portfolio Management, Fixed Income, Fixed Annuities, Investments
Education
Stockton University 1987 — 1993
Bachelor of Arts, Finance
Collingswood High School 1980 — 1984
High School Diploma, Mathematics
Bart Donovan Bart Donovan's TD Ameritrade Experience April 2012 - January 2015
Job Manager IT Sourcing L'Oréal
Industry Cosmetics
Experience
L'Oréal July 2015 - Present
Chain IQ Group AG January 2015 - July 2015
TD Ameritrade April 2012 - January 2015
AXA Equitable August 2011 - April 2012
AXA Equitable January 2011 - August 2011
AXA Equitable July 2009 - January 2011
Skills
Ariba, Access, Microsoft Excel, Strategic Sourcing, PowerPoint, Microsoft Word, Order Processing, Excel, Word, Ariba Buyer, Hiperos, Marketing Procurement, Staff Augmentation, SLA Management, Vendor Management, Sourcing, Business Analysis, Analysis, Project Management, Quality Assurance, Program Management, Contract Negotiation, Leadership, Procurement
Education
Susquehanna University 2005 — 2009
Bachelor of Science, Business Administration/Information Systems Minor in Economics
Norwalk High School 2001 — 2005
Diploma
Nathan Hale Middle School 1998 — 2001
L'Oréal July 2015 - Present
Chain IQ Group AG January 2015 - July 2015
TD Ameritrade April 2012 - January 2015
AXA Equitable August 2011 - April 2012
AXA Equitable January 2011 - August 2011
AXA Equitable July 2009 - January 2011
Skills
Ariba, Access, Microsoft Excel, Strategic Sourcing, PowerPoint, Microsoft Word, Order Processing, Excel, Word, Ariba Buyer, Hiperos, Marketing Procurement, Staff Augmentation, SLA Management, Vendor Management, Sourcing, Business Analysis, Analysis, Project Management, Quality Assurance, Program Management, Contract Negotiation, Leadership, Procurement
Education
Susquehanna University 2005 — 2009
Bachelor of Science, Business Administration/Information Systems Minor in Economics
Norwalk High School 2001 — 2005
Diploma
Nathan Hale Middle School 1998 — 2001
Lance Pettus Lance Pettus's TD Ameritrade Experience December 2012 - February 2014
Job Economist III at State of Texas Comptroller of Public Accounts
Industry Capital Markets
Experience
State of Texas Comptroller of Public Accounts July 2014 - Present
TD Ameritrade December 2012 - February 2014
Oppenheimer & Co. August 2012 - December 2012
Wells Fargo Securities, LLC. April 2007 - August 2012
Wells Fargo Investment Management & Trust Services 2003 - April 2006
Wells Fargo October 2003 - May 2004
American Express Financial Advisors March 2003 - October 2003
AT&T Wireless May 1998 - October 2002
Skills
Bonds, Certificates of Deposit, Investments, Finance, Securities, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Bloomberg, Municipal Bonds, US Treasuries, Federal Agencies, Commercial Paper, Corporate Bonds, collateralised mortgage..., Money Market Funds, Money Market, Portfolio Management, Asset Allocation, Asset Managment, Fixed Income, Fixed Income Analysis, variable rate demand..., Institutional Investors, Institutional Sales, Mutual Funds, Institutional..., Financial Markets, Risk Management, Corporates, Banking, Financial Services, Loans, Trading, Wealth Management, Equities, Relationship Management, Financial Risk, Uniform Combined State..., Investment Strategies, FINRA, Alternative Investments, Capital Markets, Treasury Management, Investment Advisory, Series 7, Series 63, Financial Analysis
Education
St. Edward's University 2005 — 2007
MBA, Corporate Finance, 3.38
Texas State University-San Marcos 1998 — 2002
BBA, Economics and Marketing
Dripping Springs H.S. 1994 — 1996
High School Diploma, General
State of Texas Comptroller of Public Accounts July 2014 - Present
TD Ameritrade December 2012 - February 2014
Oppenheimer & Co. August 2012 - December 2012
Wells Fargo Securities, LLC. April 2007 - August 2012
Wells Fargo Investment Management & Trust Services 2003 - April 2006
Wells Fargo October 2003 - May 2004
American Express Financial Advisors March 2003 - October 2003
AT&T Wireless May 1998 - October 2002
Skills
Bonds, Certificates of Deposit, Investments, Finance, Securities, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Bloomberg, Municipal Bonds, US Treasuries, Federal Agencies, Commercial Paper, Corporate Bonds, collateralised mortgage..., Money Market Funds, Money Market, Portfolio Management, Asset Allocation, Asset Managment, Fixed Income, Fixed Income Analysis, variable rate demand..., Institutional Investors, Institutional Sales, Mutual Funds, Institutional..., Financial Markets, Risk Management, Corporates, Banking, Financial Services, Loans, Trading, Wealth Management, Equities, Relationship Management, Financial Risk, Uniform Combined State..., Investment Strategies, FINRA, Alternative Investments, Capital Markets, Treasury Management, Investment Advisory, Series 7, Series 63, Financial Analysis
Education
St. Edward's University 2005 — 2007
MBA, Corporate Finance, 3.38
Texas State University-San Marcos 1998 — 2002
BBA, Economics and Marketing
Dripping Springs H.S. 1994 — 1996
High School Diploma, General
Benjamin Gooding Benjamin Gooding's TD Ameritrade Experience January 1996 - September 2006
Job President, Gooding Capital Management, LLC
Industry Financial Services
Experience
Gooding Capital Management, LLC October 2007 - Present
TD Ameritrade January 1996 - September 2006
Education
Stephen F. Austin State University 1989 — 1992
Gooding Capital Management, LLC October 2007 - Present
TD Ameritrade January 1996 - September 2006
Education
Stephen F. Austin State University 1989 — 1992
Jay Newberry Jay Newberry's TD Ameritrade Experience October 2011 - Present
Job Senior Sales Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Martin Financial Group June 2010 - October 2010
National Tire and Battery 2001 - 2009
Institute for advanced technology April 2000 - June 2000
Skills
Strategic Financial..., Sales, Customer Service, Strategic Planning, Insurance, New Business Development, Microsoft Excel, Team Leadership, Budgets, Risk Management, Leadership, Financial Analysis, Microsoft Office, Team Building, Management, Forecasting, Training, Financial Planning, Finance, Relationship Management
Education
The University of Texas at Arlington 2002 — 2005
B.S., Economics
Southwestern University 1999 — 2001
Computer Science
Maypearl High School 1996 — 1999
4.0
TD Ameritrade October 2011 - Present
Martin Financial Group June 2010 - October 2010
National Tire and Battery 2001 - 2009
Institute for advanced technology April 2000 - June 2000
Skills
Strategic Financial..., Sales, Customer Service, Strategic Planning, Insurance, New Business Development, Microsoft Excel, Team Leadership, Budgets, Risk Management, Leadership, Financial Analysis, Microsoft Office, Team Building, Management, Forecasting, Training, Financial Planning, Finance, Relationship Management
Education
The University of Texas at Arlington 2002 — 2005
B.S., Economics
Southwestern University 1999 — 2001
Computer Science
Maypearl High School 1996 — 1999
4.0
Brandon Colón's TD Ameritrade Experience February 2013 - June 2015
Job Real Estate Professional • Security Service Contractor • Marketing Strategist • Scrabble Enthusiast
Industry Real Estate
Experience
Citi Habitats June 2015 - Present
Columbus Security October 2012 - Present
TD Ameritrade February 2013 - June 2015
Skills
Social Media, Customer Service, Real Estate, Marketing Strategy, Security Management, Leadership, Social Networking, Marketing, Networking, Business Development, Event Planning, Entrepreneurship, Strategic Communications, Sales Operations, Presentation Skills, Sales, Public Speaking
Education
SUNY Orange 2011 — 2013
Associate of Arts (A.A.), Business Marketing
Minisink Valley High School 2006 — 2010
Regents Diploma
Citi Habitats June 2015 - Present
Columbus Security October 2012 - Present
TD Ameritrade February 2013 - June 2015
Skills
Social Media, Customer Service, Real Estate, Marketing Strategy, Security Management, Leadership, Social Networking, Marketing, Networking, Business Development, Event Planning, Entrepreneurship, Strategic Communications, Sales Operations, Presentation Skills, Sales, Public Speaking
Education
SUNY Orange 2011 — 2013
Associate of Arts (A.A.), Business Marketing
Minisink Valley High School 2006 — 2010
Regents Diploma
Ed Byrd's TD Ameritrade Experience April 2013 - October 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2014 - Present
TD Ameritrade April 2013 - October 2014
TD Ameritrade April 2009 - April 2013
Fidelity Investments January 2008 - March 2009
Fidelity Investments January 2006 - January 2008
Fidelity Investments September 2004 - January 2006
Nova Group April 2003 - April 2004
Fort Worth Weekly January 2002 - April 2003
Skills
Series 7, Series 63, Uniform Combined State..., Asset Allocation, Mutual Funds, Securities, 401k, Investment Advisory, FINRA, Wealth Management, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., Investments, Options, Equities
Education
Southern Methodist University 2013 — 2013
Certificate of Financial Planning
Texas Christian University 1997 — 2002
BA, History
Grapevine High School
Edward Jones October 2014 - Present
TD Ameritrade April 2013 - October 2014
TD Ameritrade April 2009 - April 2013
Fidelity Investments January 2008 - March 2009
Fidelity Investments January 2006 - January 2008
Fidelity Investments September 2004 - January 2006
Nova Group April 2003 - April 2004
Fort Worth Weekly January 2002 - April 2003
Skills
Series 7, Series 63, Uniform Combined State..., Asset Allocation, Mutual Funds, Securities, 401k, Investment Advisory, FINRA, Wealth Management, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., Investments, Options, Equities
Education
Southern Methodist University 2013 — 2013
Certificate of Financial Planning
Texas Christian University 1997 — 2002
BA, History
Grapevine High School
Craig Sucharda's TD Ameritrade Experience 1996 - 1998
Job Vice President | Valuations Investment Product Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Pasta Primo Italian Bistro December 2010 - April 2012
Northern Trust June 2008 - November 2010
Mesirow Financial July 2000 - December 2007
Morgan Stanley Smith Barney April 1998 - July 2000
TD Ameritrade 1996 - 1998
Skills
Financial Services, Risk Management, Finance, Securities, Investments, Mutual Funds, Customer Service, Process Improvement, Pricing, Valuation, Analysis, Human Resources, Fixed Income, Recruiting, Leadership, Management, Budgets, Social Networking, Equity Valuation, Third Party Vendor..., Customer Satisfaction, Customer Experience, Online Research, ASC 820, Microsoft Office, Microsoft Excel, Microsoft Sway, PowerPoint, Data Migration, Workshop Facilitation, ADP Payroll, Social Media Marketing, Advertising, Training, Big Data, Contextual Analysis, US GAAP reporting, Fair Value, Asset Management, Equities, Bloomberg, Financial Analysis, Financial Markets, Hedge Funds, Banking, Derivatives, Financial Risk, Alternative Investments, Business Analysis, Capital Markets
Education
Southern Illinois University, Carbondale 1987 — 1991
Communications
Northern Trust August 2012 - Present
Pasta Primo Italian Bistro December 2010 - April 2012
Northern Trust June 2008 - November 2010
Mesirow Financial July 2000 - December 2007
Morgan Stanley Smith Barney April 1998 - July 2000
TD Ameritrade 1996 - 1998
Skills
Financial Services, Risk Management, Finance, Securities, Investments, Mutual Funds, Customer Service, Process Improvement, Pricing, Valuation, Analysis, Human Resources, Fixed Income, Recruiting, Leadership, Management, Budgets, Social Networking, Equity Valuation, Third Party Vendor..., Customer Satisfaction, Customer Experience, Online Research, ASC 820, Microsoft Office, Microsoft Excel, Microsoft Sway, PowerPoint, Data Migration, Workshop Facilitation, ADP Payroll, Social Media Marketing, Advertising, Training, Big Data, Contextual Analysis, US GAAP reporting, Fair Value, Asset Management, Equities, Bloomberg, Financial Analysis, Financial Markets, Hedge Funds, Banking, Derivatives, Financial Risk, Alternative Investments, Business Analysis, Capital Markets
Education
Southern Illinois University, Carbondale 1987 — 1991
Communications
Chaka Richard Chaka Richard's TD Ameritrade Experience January 2015 - Present
Job Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade August 2013 - December 2014
TD Ameritrade May 2012 - August 2013
TD Ameritrade October 2011 - May 2012
TD Ameritrade March 2006 - October 2011
JPMorgan Chase January 2003 - March 2006
Skills
Options, Trading, Equities, Series 7, Securities, Series 63, Series 24, Risk Management, Series 3, Series 4, Futures, Series 34, Cross Selling, New Business Development, Team Leadership, Team Management, Team Motivation, Business Strategy, Strategic Partnerships, Leadership Development, Staff Development, Communication
Education
The University of Texas at Arlington 1999 — 2001
Bachelor of Business Administration, Finance
Stephen F. Austin State University 1997 — 1999
Bachelor of Business Administration, Finance
TD Ameritrade January 2015 - Present
TD Ameritrade August 2013 - December 2014
TD Ameritrade May 2012 - August 2013
TD Ameritrade October 2011 - May 2012
TD Ameritrade March 2006 - October 2011
JPMorgan Chase January 2003 - March 2006
Skills
Options, Trading, Equities, Series 7, Securities, Series 63, Series 24, Risk Management, Series 3, Series 4, Futures, Series 34, Cross Selling, New Business Development, Team Leadership, Team Management, Team Motivation, Business Strategy, Strategic Partnerships, Leadership Development, Staff Development, Communication
Education
The University of Texas at Arlington 1999 — 2001
Bachelor of Business Administration, Finance
Stephen F. Austin State University 1997 — 1999
Bachelor of Business Administration, Finance
Ryan Gripper Ryan Gripper's TD Ameritrade Experience October 2014 - February 2015
Job Financial Advisor Cuso Financial at South Carolina Federal Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP February 2015 - Present
TD Ameritrade October 2014 - February 2015
BB&T August 2012 - August 2014
BB&T June 2008 - August 2012
SunTrust Bank June 2005 - June 2008
Bank of America November 2003 - June 2005
Education
Webster University
Master of Arts, Management
Strayer University (VA)
Bachelor of Arts, Banking
CUSO Financial Services, LP February 2015 - Present
TD Ameritrade October 2014 - February 2015
BB&T August 2012 - August 2014
BB&T June 2008 - August 2012
SunTrust Bank June 2005 - June 2008
Bank of America November 2003 - June 2005
Education
Webster University
Master of Arts, Management
Strayer University (VA)
Bachelor of Arts, Banking
Nick Vourakis's TD Ameritrade Experience November 2008 - Present
Job Investment Consultant @ TD Ameritrade. ~~ Home Business Pro Showing others how to create a meaningful 2nd income.
Industry Financial Services
Experience
TD Ameritrade November 2008 - Present
+ Entrepreneur ~ 2nd Income Specialist 1996 - Present
My Investment Plan, Inc. 2005 - October 2008
Skills
Retirement Planning, 401k Rollovers, Investments, Entrepreneurship, Marketing, Finance, Sales, Real Estate, Home Based Business, Retirement, Mutual Funds, Marketing Strategy, Wealth Management, Financial Planning, Strategic Financial..., Online Marketing, Sales Presentations, Small Business, Rollovers, Holistic Health, Overall Wellness, Income, Value Selling, Money, Managed Money, Direct Sales, Direct Marketing, Wellness, Success Driven, Drive for Success, Series 7, Portfolio Management, Financial Services
Education
C.W. Post
Financial Planning and Services
Suffolk County Community College
TD Ameritrade November 2008 - Present
+ Entrepreneur ~ 2nd Income Specialist 1996 - Present
My Investment Plan, Inc. 2005 - October 2008
Skills
Retirement Planning, 401k Rollovers, Investments, Entrepreneurship, Marketing, Finance, Sales, Real Estate, Home Based Business, Retirement, Mutual Funds, Marketing Strategy, Wealth Management, Financial Planning, Strategic Financial..., Online Marketing, Sales Presentations, Small Business, Rollovers, Holistic Health, Overall Wellness, Income, Value Selling, Money, Managed Money, Direct Sales, Direct Marketing, Wellness, Success Driven, Drive for Success, Series 7, Portfolio Management, Financial Services
Education
C.W. Post
Financial Planning and Services
Suffolk County Community College
Liz Vandewalle Liz Vandewalle's TD Ameritrade Experience 2012 - 2014
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
TD Ameritrade 2012 - 2014
TD Ameritrade 2011 - 2012
TD Ameritrade 2010 - 2011
TD Ameritrade 2009 - 2010
TD Ameritrade Institutional 2007 - 2009
Skills
FINRA 7, 63, & 66..., Business Development, Series 7, Strategic Financial..., Mutual Funds, Series 63, Financial Services, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, FINRA, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Equities, Securities, Options, Financial Planning
Education
Southern Illinois University, Carbondale
Scottrade August 2014 - Present
TD Ameritrade 2012 - 2014
TD Ameritrade 2011 - 2012
TD Ameritrade 2010 - 2011
TD Ameritrade 2009 - 2010
TD Ameritrade Institutional 2007 - 2009
Skills
FINRA 7, 63, & 66..., Business Development, Series 7, Strategic Financial..., Mutual Funds, Series 63, Financial Services, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, FINRA, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Equities, Securities, Options, Financial Planning
Education
Southern Illinois University, Carbondale
Griffin Meyers Griffin Meyers's TD Ameritrade Experience 2003 - 2004
Job Chief Operating Officer at AGP Wealth Advisors
Industry Financial Services
Experience
AGP Wealth Advisors January 2014 - Present
RIA Growth (Advanced Advisor Consulting) 2011 - 2013
Volt Wealth Management February 2010 - August 2012
Horan Capital Management March 2006 - February 2010
Churchill Management Group 2004 - 2006
TD Ameritrade 2003 - 2004
Charles Schwab 1997 - 2003
Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Trading, Asset Management, Equities, Sales Management, Sales, Relationship Management, Building High..., Sales Rep Training, Consulting, Sales Process, Options Strategies, Management Consulting, Sales Management..., Outside Sales, Registered Investment..., Independent Financial..., Consultative Sales..., Consultative Sales..., Sales Leadership..., Content Writing, Unique Selling..., Executive Coaching, Direct Sales, Performance Management, RIA, series 66, Separately Managed..., Series 7
Education
State University of New York College at Buffalo
BS, Business
AGP Wealth Advisors January 2014 - Present
RIA Growth (Advanced Advisor Consulting) 2011 - 2013
Volt Wealth Management February 2010 - August 2012
Horan Capital Management March 2006 - February 2010
Churchill Management Group 2004 - 2006
TD Ameritrade 2003 - 2004
Charles Schwab 1997 - 2003
Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Trading, Asset Management, Equities, Sales Management, Sales, Relationship Management, Building High..., Sales Rep Training, Consulting, Sales Process, Options Strategies, Management Consulting, Sales Management..., Outside Sales, Registered Investment..., Independent Financial..., Consultative Sales..., Consultative Sales..., Sales Leadership..., Content Writing, Unique Selling..., Executive Coaching, Direct Sales, Performance Management, RIA, series 66, Separately Managed..., Series 7
Education
State University of New York College at Buffalo
BS, Business
Sandra Anthis's TD Ameritrade Experience April 2007 - December 2011
Job Independant Consultant
Industry Writing and Editing
Experience
Self Employed December 2014 - January 2015
T-Mobile November 2014 - December 2014
Barnes and Nobles February 2014 - October 2014
Wells Fargo October 2013 - February 2014
Anthill Productions January 2003 - July 2013
TIAA-CREF June 2012 - August 2012
TD Ameritrade April 2007 - December 2011
TD Ameritrade 1997 - 2011
Skills
Series 7, Investments, Securities, ETFs, Series 24, Series 63, FINRA, Options, Mutual Funds, Trading, Investment Advisory, Equities, Asset Allocation, Equity Trading, Financial Services, Retirement Planning, CCNA
Education
University of North Texas 2006 — 2007
Physics and Biology (interest in human genetics)
Sul Ross State University 2004 — 2006
Self Employed December 2014 - January 2015
T-Mobile November 2014 - December 2014
Barnes and Nobles February 2014 - October 2014
Wells Fargo October 2013 - February 2014
Anthill Productions January 2003 - July 2013
TIAA-CREF June 2012 - August 2012
TD Ameritrade April 2007 - December 2011
TD Ameritrade 1997 - 2011
Skills
Series 7, Investments, Securities, ETFs, Series 24, Series 63, FINRA, Options, Mutual Funds, Trading, Investment Advisory, Equities, Asset Allocation, Equity Trading, Financial Services, Retirement Planning, CCNA
Education
University of North Texas 2006 — 2007
Physics and Biology (interest in human genetics)
Sul Ross State University 2004 — 2006
Richard Freas's TD Ameritrade Experience May 2015 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
Rough Creek Lodge August 2014 - April 2015
Grace Classical Academy June 2011 - May 2014
Education
Southwestern Baptist Theological Seminary 2008 — 2011
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
TD Ameritrade May 2015 - Present
Rough Creek Lodge August 2014 - April 2015
Grace Classical Academy June 2011 - May 2014
Education
Southwestern Baptist Theological Seminary 2008 — 2011
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Kim Creager Kim Creager's TD Ameritrade Experience June 2010 - January 2012
Job WE'RE HIRING various Marketing & Analysis roles at Capital One Investing in Seattle and McLean! Contact me for details!
Industry Financial Services
Experience
Capital One February 2012 - Present
TD Ameritrade June 2010 - January 2012
E*TRADE Financial July 2005 - May 2010
Affinion Loyalty Group April 2003 - April 2004
Capital One July 1999 - April 2003
Skills
Direct Marketing, Strategy, Segmentation, Financial Services, Analytics, Competitive Analysis, Market Research, Integrated Marketing, Management, Marketing Strategy, Investments, Strategic Planning, Marketing, Analysis, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Marketing and Global Business
St. Mary's College of Maryland 1995 — 1999
BA, Mathematics
Capital One February 2012 - Present
TD Ameritrade June 2010 - January 2012
E*TRADE Financial July 2005 - May 2010
Affinion Loyalty Group April 2003 - April 2004
Capital One July 1999 - April 2003
Skills
Direct Marketing, Strategy, Segmentation, Financial Services, Analytics, Competitive Analysis, Market Research, Integrated Marketing, Management, Marketing Strategy, Investments, Strategic Planning, Marketing, Analysis, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Marketing and Global Business
St. Mary's College of Maryland 1995 — 1999
BA, Mathematics
Eulalie Stokes Eulalie Stokes's TD Ameritrade Experience January 2012 - Present
Job Sales Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
TD Ameritrade March 2006 - January 2012
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, 401k, Wealth Management, Uniform Combined State..., Series 65, Investments, Fixed Annuities, Series 6, Financial Advisory, Investment Advisory, Financial Services, Securities, Strategic Financial..., Investment Strategies, Alternative Investments
Education
Southern Illinois University, Carbondale 1993 — 1998
Bachelor of Science (BS), Health/Health Care Administration/Management
TD Ameritrade January 2012 - Present
TD Ameritrade March 2006 - January 2012
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Retirement, 401k, Wealth Management, Uniform Combined State..., Series 65, Investments, Fixed Annuities, Series 6, Financial Advisory, Investment Advisory, Financial Services, Securities, Strategic Financial..., Investment Strategies, Alternative Investments
Education
Southern Illinois University, Carbondale 1993 — 1998
Bachelor of Science (BS), Health/Health Care Administration/Management
Lee Delarm Lee Delarm's TD Ameritrade Experience September 2014 - Present
Job Senior Programmer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade September 2014 - Present
Codifyd (formerly ByteManagers) April 2014 - July 2014
United Airlines May 2013 - March 2014
NAVTEQ October 2012 - March 2013
Freelancing February 2012 - October 2012
Federal Solutions February 2011 - February 2012
Ross Technologies, Inc January 2010 - January 2011
Digital Entanglement 2011 - 2011
Technicon, Inc September 2007 - July 2009
U.S. Air Force September 2000 - August 2007
Skills
Java, JavaScript, Hibernate, jQuery, HTML, AJAX, CSS, Microsoft SQL Server, Programming, XML, Subversion, Web Services, Knockout.js, Software Development, Android, Web Applications, MySQL, Databases, Eclipse, Web Design, SQL, SOA, Scrum
Education
Southwestern Illinois College
Computer Science
University of Maryland University College
Accounting and Business/Management
TD Ameritrade September 2014 - Present
Codifyd (formerly ByteManagers) April 2014 - July 2014
United Airlines May 2013 - March 2014
NAVTEQ October 2012 - March 2013
Freelancing February 2012 - October 2012
Federal Solutions February 2011 - February 2012
Ross Technologies, Inc January 2010 - January 2011
Digital Entanglement 2011 - 2011
Technicon, Inc September 2007 - July 2009
U.S. Air Force September 2000 - August 2007
Skills
Java, JavaScript, Hibernate, jQuery, HTML, AJAX, CSS, Microsoft SQL Server, Programming, XML, Subversion, Web Services, Knockout.js, Software Development, Android, Web Applications, MySQL, Databases, Eclipse, Web Design, SQL, SOA, Scrum
Education
Southwestern Illinois College
Computer Science
University of Maryland University College
Accounting and Business/Management
Philip Lovell Philip Lovell's TD Ameritrade Experience April 1999 - January 2001
Job at Autobahn Motorcars BMW
Industry Automotive
Experience
Autobahn Motorcars September 2010 - January 2011
TD Ameritrade April 1999 - January 2001
U.S. Army June 1988 - June 1992
Education
The University of Texas at Arlington 2005 — 2008
Accounting
Southwestern Baptist Theological Seminary 1994 — 1997
Theology
Texas Tech University 1992 — 1994
BGS, Economics, Business Administration
Autobahn Motorcars September 2010 - January 2011
TD Ameritrade April 1999 - January 2001
U.S. Army June 1988 - June 1992
Education
The University of Texas at Arlington 2005 — 2008
Accounting
Southwestern Baptist Theological Seminary 1994 — 1997
Theology
Texas Tech University 1992 — 1994
BGS, Economics, Business Administration
Sela E. Finau Sela E. Finau's TD Ameritrade Experience July 2008 - October 2013
Job Pastor at The United Methodist Church
Industry Religious Institutions
Experience
The United Methodist Church June 2013 - Present
TD Ameritrade July 2008 - October 2013
Martin United Methodist Church July 2011 - June 2013
Postcolonial Networks 2010 - 2011
Finau Mortgage Group May 2007 - July 2008
Directors Mortgage Company September 2006 - March 2007
Washington Mutual January 1999 - October 2006
Rock Financial September 1998 - January 1999
US Trust January 1998 - August 1998
East Cambridge Savings August 1997 - January 1998
Skills
Religion, Biblical Teaching, Community Outreach, Postcolonial Theory, Preaching, Social Media, Stock Trading, Theology, Budgets, Nonprofits, Public Speaking, Research, Investments, Higher Education, Leadership, Volunteer Management, Non-profits, Fundraising, Teaching, Microsoft Office, Event Planning, Team Building, Microsoft Word, Leadership Development, Marketing, Residential Homes, Editing, Customer Service, Microsoft Excel, Strategic Planning
Education
Southern Methodist University 2010 — 2012
MDiv, Theology
Texas Christian University 2007 — 2009
MTS, Theological Studies
The University of Texas at Arlington 2000 — 2003
BBA, Finance
The United Methodist Church June 2013 - Present
TD Ameritrade July 2008 - October 2013
Martin United Methodist Church July 2011 - June 2013
Postcolonial Networks 2010 - 2011
Finau Mortgage Group May 2007 - July 2008
Directors Mortgage Company September 2006 - March 2007
Washington Mutual January 1999 - October 2006
Rock Financial September 1998 - January 1999
US Trust January 1998 - August 1998
East Cambridge Savings August 1997 - January 1998
Skills
Religion, Biblical Teaching, Community Outreach, Postcolonial Theory, Preaching, Social Media, Stock Trading, Theology, Budgets, Nonprofits, Public Speaking, Research, Investments, Higher Education, Leadership, Volunteer Management, Non-profits, Fundraising, Teaching, Microsoft Office, Event Planning, Team Building, Microsoft Word, Leadership Development, Marketing, Residential Homes, Editing, Customer Service, Microsoft Excel, Strategic Planning
Education
Southern Methodist University 2010 — 2012
MDiv, Theology
Texas Christian University 2007 — 2009
MTS, Theological Studies
The University of Texas at Arlington 2000 — 2003
BBA, Finance
Edward Goettig, CMT Edward Goettig, CMT's TD Ameritrade Experience February 2004 - June 2010
Job Business Sales and Marketing Analytics
Industry Entertainment
Experience
Comcast February 2012 - Present
US Air Force Reserve 1988 - Present
Beacon Learning May 2011 - February 2012
Integrity Financial Groups February 2011 - May 2011
Mazuma Capital Corp June 2010 - January 2011
TD Ameritrade February 2004 - June 2010
M&T Bank 2003 - 2004
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
First Security Bank, Utah 1994 - 2000
Skills
Business Development, Risk Management, Program Management, Investments, Finance, Project Management, Marketing, Team Leadership, Sales, Negotiation, Financial Services, Business Process, Telecommunications, Accounting, Options, Marketing Strategy, New Business Development, Account Management, Strategic Planning, Sales Management, Microsoft Office, Selling, Management, Technical Analysis, Leadership, Team Building, Competitive Intelligence, Analysis, Start-ups, Microsoft Excel
Education
University of Phoenix 1998 — 2001
Master's Degree, Computer and Information Systems, 3.7
Southern Utah University 1992 — 1994
Bachelor's Degree, Marketing and International Business, 3.3
Comcast February 2012 - Present
US Air Force Reserve 1988 - Present
Beacon Learning May 2011 - February 2012
Integrity Financial Groups February 2011 - May 2011
Mazuma Capital Corp June 2010 - January 2011
TD Ameritrade February 2004 - June 2010
M&T Bank 2003 - 2004
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
First Security Bank, Utah 1994 - 2000
Skills
Business Development, Risk Management, Program Management, Investments, Finance, Project Management, Marketing, Team Leadership, Sales, Negotiation, Financial Services, Business Process, Telecommunications, Accounting, Options, Marketing Strategy, New Business Development, Account Management, Strategic Planning, Sales Management, Microsoft Office, Selling, Management, Technical Analysis, Leadership, Team Building, Competitive Intelligence, Analysis, Start-ups, Microsoft Excel
Education
University of Phoenix 1998 — 2001
Master's Degree, Computer and Information Systems, 3.7
Southern Utah University 1992 — 1994
Bachelor's Degree, Marketing and International Business, 3.3
Paul Zettl Paul Zettl's TD Ameritrade Experience July 2012 - April 2014
Job Head of Integrated Marketing at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price May 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade April 2008 - August 2012
Fidelity Investments September 1998 - April 2008
Fidelity Registered Investment Advisor Group 2004 - 2005
Bronner Slosberg Humphrey 1996 - 1998
Unisys 1990 - 1996
Skills
Integrated Marketing, Segmentation, Product Marketing, Business Strategy, Business Planning, Market Research, Corporate Branding, Advertising, Customer Acquisition, Social Media Marketing, Digital Marketing, Marketing Strategy, Retail Marketing, Institutional Investors, Wealth Management, Estate Planning, Cross-functional Team..., Leading Diverse Teams, Influencer Marketing, Program Management, Direct Marketing, Management, Institutional..., Financial Services, Analytics, Series 7, Leadership, Social Media, Mutual Funds, Marketing, Series 24, Strategic Partnerships, ETFs, Investment Advisory, Product Launch, Strategy
Education
Schiller International University, Heidelberg Germany
State University of New York College at Cortland
Bachelor of Arts, Political Science and Economics
Wharton School of Business
Securities Industry Institute
T. Rowe Price May 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade April 2008 - August 2012
Fidelity Investments September 1998 - April 2008
Fidelity Registered Investment Advisor Group 2004 - 2005
Bronner Slosberg Humphrey 1996 - 1998
Unisys 1990 - 1996
Skills
Integrated Marketing, Segmentation, Product Marketing, Business Strategy, Business Planning, Market Research, Corporate Branding, Advertising, Customer Acquisition, Social Media Marketing, Digital Marketing, Marketing Strategy, Retail Marketing, Institutional Investors, Wealth Management, Estate Planning, Cross-functional Team..., Leading Diverse Teams, Influencer Marketing, Program Management, Direct Marketing, Management, Institutional..., Financial Services, Analytics, Series 7, Leadership, Social Media, Mutual Funds, Marketing, Series 24, Strategic Partnerships, ETFs, Investment Advisory, Product Launch, Strategy
Education
Schiller International University, Heidelberg Germany
State University of New York College at Cortland
Bachelor of Arts, Political Science and Economics
Wharton School of Business
Securities Industry Institute
Theresa Tsounis Theresa Tsounis's TD Ameritrade Experience 2001 - 2006
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi August 2009 - Present
Citi, Personal Wealth Management 2006 - August 2009
TD Ameritrade 2001 - 2006
Datek 1999 - 2001
Education
State University of New York College at Oswego 1992 — 1996
Citi August 2009 - Present
Citi, Personal Wealth Management 2006 - August 2009
TD Ameritrade 2001 - 2006
Datek 1999 - 2001
Education
State University of New York College at Oswego 1992 — 1996
Nick Tilli's TD Ameritrade Experience 2009 - 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
TD Ameritrade 2009 - 2010
US Bancorp Investment Inc 2008 - 2009
Wells Fargo 2007 - 2008
Skills
Finance
Education
Southern New Hampshire University
Fidelity Investments 2010 - Present
TD Ameritrade 2009 - 2010
US Bancorp Investment Inc 2008 - 2009
Wells Fargo 2007 - 2008
Skills
Finance
Education
Southern New Hampshire University
Kevin J. Higgins, PMP's TD Ameritrade Experience November 2014 - Present
Job
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade July 2012 - November 2014
TD AMERITRADE June 2007 - July 2012
TD AMERITRADE March 2003 - June 2007
TD Waterhouse Investor Services, Inc. August 1998 - March 2006
Skills
SDLC, PMP, Product Development, Series 7, Project Portfolio..., Strategy, Integration, Project Management, Business Requirements, Management, Series 63, Portfolio Management, Vendor Management, Risk Management, Business Analysis, Fixed Income, Options, Financial Services, Securities, Relationship Management, Mutual Funds, Series 24, Program Management
Education
State University of New York - System 1992 — 1996
BA, Finance
TD Ameritrade November 2014 - Present
TD Ameritrade July 2012 - November 2014
TD AMERITRADE June 2007 - July 2012
TD AMERITRADE March 2003 - June 2007
TD Waterhouse Investor Services, Inc. August 1998 - March 2006
Skills
SDLC, PMP, Product Development, Series 7, Project Portfolio..., Strategy, Integration, Project Management, Business Requirements, Management, Series 63, Portfolio Management, Vendor Management, Risk Management, Business Analysis, Fixed Income, Options, Financial Services, Securities, Relationship Management, Mutual Funds, Series 24, Program Management
Education
State University of New York - System 1992 — 1996
BA, Finance
Gregory Valdov's TD Ameritrade Experience 2004 - 2006
Job Engineer Systems Test Lead at MGM Resorts International
Industry Information Technology and Services
Experience
MGM Resorts International June 2015 - Present
Integrity Vehicle Solutions June 2014 - June 2015
Integrity Vehicle Solutions Co. (IVSC) September 2012 - June 2014
Vegas.com September 2007 - August 2012
Pacific Capital Bancorp 2006 - August 2007
TD Ameritrade 2004 - 2006
XO Communications 1999 - 2004
IBM 1996 - 1999
Skills
Test Cases, Test Planning, LoadRunner, Performance Testing, QTP, Quality Assurance, Quality Center, Software Quality..., Test Automation, Siebel, VBScript, Testing, Enterprise Software, XML, Agile Methodologies, SDLC, Software Project..., Requirements Analysis, Perl, User Acceptance Testing, Manual Testing, Scripting, Microsoft SQL Server, Integration, Unix, Automation, SQL, Scrum, WinRunner, Regression Testing, Waterfall, C#, HP QTP, HP Quality Center
Education
Stanford University 1992 — 1996
BS
Chaparral High School
MGM Resorts International June 2015 - Present
Integrity Vehicle Solutions June 2014 - June 2015
Integrity Vehicle Solutions Co. (IVSC) September 2012 - June 2014
Vegas.com September 2007 - August 2012
Pacific Capital Bancorp 2006 - August 2007
TD Ameritrade 2004 - 2006
XO Communications 1999 - 2004
IBM 1996 - 1999
Skills
Test Cases, Test Planning, LoadRunner, Performance Testing, QTP, Quality Assurance, Quality Center, Software Quality..., Test Automation, Siebel, VBScript, Testing, Enterprise Software, XML, Agile Methodologies, SDLC, Software Project..., Requirements Analysis, Perl, User Acceptance Testing, Manual Testing, Scripting, Microsoft SQL Server, Integration, Unix, Automation, SQL, Scrum, WinRunner, Regression Testing, Waterfall, C#, HP QTP, HP Quality Center
Education
Stanford University 1992 — 1996
BS
Chaparral High School
Deven Doshi's TD Ameritrade Experience June 2009 - Present
Job Quality Assurance Manager at TD Ameritrade Holding Corporation
Industry Information Technology and Services
Experience
TD Ameritrade June 2009 - Present
IBM Global Business Services May 2005 - May 2009
AT&T March 2003 - May 2005
Stevens Institute of Technology December 2000 - January 2003
Skills
Business Analysis, Quality Assurance, Test Planning, Agile Methodologies, Requirements Gathering, Integration, User Acceptance Testing, Test Management, Waterfall, SOA, Cross-functional Team..., Systems Analysis, UML, Project Management, Requirements Management, CMMI, Test Strategy, RUP, Gap Analysis, Defect Tracking, Telecommunications, Enterprise Software, Management, Change Management
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Systems
University of Mumbai 1999 — 2000
Master in Commerce, Management
University of Mumbai 1994 — 1998
Bachelor of Commerce, Economics, Management, Accounting
TD Ameritrade June 2009 - Present
IBM Global Business Services May 2005 - May 2009
AT&T March 2003 - May 2005
Stevens Institute of Technology December 2000 - January 2003
Skills
Business Analysis, Quality Assurance, Test Planning, Agile Methodologies, Requirements Gathering, Integration, User Acceptance Testing, Test Management, Waterfall, SOA, Cross-functional Team..., Systems Analysis, UML, Project Management, Requirements Management, CMMI, Test Strategy, RUP, Gap Analysis, Defect Tracking, Telecommunications, Enterprise Software, Management, Change Management
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Systems
University of Mumbai 1999 — 2000
Master in Commerce, Management
University of Mumbai 1994 — 1998
Bachelor of Commerce, Economics, Management, Accounting
Sergio Vera's TD Ameritrade Experience June 2003 - August 2007
Job Executive Director, Head of Business Continuity Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley February 2009 - December 2011
Morgan Stanley August 2007 - December 2011
TD Ameritrade June 2003 - August 2007
Credit Suisse First Boston June 1996 - June 2003
Exxon Research & Engineering June 1990 - May 1996
US Army April 1984 - April 1986
Skills
Equities, SDLC, Vendor Management, Portfolio Management, Investment Banking, Business Continuity..., Risk Management, Risk Assessment, Technology Risk, Disaster Recovery, Process Improvement, Operational Efficiency, Program Management, Governance, Integration, Data Center, Business Process, Security, Business Analysis, Options, IT Strategy, Derivatives, Trading, Asset Management, PMO, Financial Services, Market Data, Electronic Trading, Capital Markets, Hedge Funds, Series 7, Banking, Financial Markets, Fixed Income, Trading Systems, Bloomberg, Securities
Education
Stevens Institute of Technology 1991 — 1993
Master, Telecommunications Management
Stevens Institute of Technology 1986 — 1990
Bachelor, Electrical Engineering
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley February 2009 - December 2011
Morgan Stanley August 2007 - December 2011
TD Ameritrade June 2003 - August 2007
Credit Suisse First Boston June 1996 - June 2003
Exxon Research & Engineering June 1990 - May 1996
US Army April 1984 - April 1986
Skills
Equities, SDLC, Vendor Management, Portfolio Management, Investment Banking, Business Continuity..., Risk Management, Risk Assessment, Technology Risk, Disaster Recovery, Process Improvement, Operational Efficiency, Program Management, Governance, Integration, Data Center, Business Process, Security, Business Analysis, Options, IT Strategy, Derivatives, Trading, Asset Management, PMO, Financial Services, Market Data, Electronic Trading, Capital Markets, Hedge Funds, Series 7, Banking, Financial Markets, Fixed Income, Trading Systems, Bloomberg, Securities
Education
Stevens Institute of Technology 1991 — 1993
Master, Telecommunications Management
Stevens Institute of Technology 1986 — 1990
Bachelor, Electrical Engineering
Juliet Orr's TD Ameritrade Experience 2002 - 2006
Job Information Security Professional
Industry Health, Wellness and Fitness
Experience
WellPoint, Inc. 2010 - Present
NONE March 2009 - Present
Epsilon Pi Omega April 1996 - Present
USMMA 2012 - 2012
Epsilon Pi Omega Chapter of Alpha Kappa Alpha Sorority, Inc. 1996 - 2012
Amscan January 2009 - June 2010
NYCERS June 2008 - March 2009
Town Sports International November 2007 - July 2008
The Provident Bank August 2006 - October 2007
TD AmeriTrade 2002 - 2006
Skills
Information Security, Vulnerability Management, Risk Assessment, IT Audit, Security, Computer Security, Security Audits, Information Technology, Application Security, Identity Management, Business Process..., Project Management, Leadership, Policy, Information Security..., CISSP, PCI DSS, CISA, Vulnerability Assessment
Education
NYU 2002 — 2004
State University of New York College at Oswego 1995 — 1999
BA, Information Science
WellPoint, Inc. 2010 - Present
NONE March 2009 - Present
Epsilon Pi Omega April 1996 - Present
USMMA 2012 - 2012
Epsilon Pi Omega Chapter of Alpha Kappa Alpha Sorority, Inc. 1996 - 2012
Amscan January 2009 - June 2010
NYCERS June 2008 - March 2009
Town Sports International November 2007 - July 2008
The Provident Bank August 2006 - October 2007
TD AmeriTrade 2002 - 2006
Skills
Information Security, Vulnerability Management, Risk Assessment, IT Audit, Security, Computer Security, Security Audits, Information Technology, Application Security, Identity Management, Business Process..., Project Management, Leadership, Policy, Information Security..., CISSP, PCI DSS, CISA, Vulnerability Assessment
Education
NYU 2002 — 2004
State University of New York College at Oswego 1995 — 1999
BA, Information Science
Jeremy Young's TD Ameritrade Experience February 2014 - Present
Job User Experience Design and Leadership
Industry Financial Services
Experience
TD Ameritrade February 2014 - Present
Martha Stewart Living Omnimedia January 2012 - December 2013
IndustryNext LLC August 2007 - January 2012
Viewpoint Corp. January 2001 - August 2007
Dreamlife, Inc. March 2000 - December 2000
Skills
User Experience, Interaction Design, Web Development, Mobile, Information Architecture, JavaScript, jQuery, Web Design, User Interface Design, HTML, Mobile Devices, Scrum, User Experience Design, Software Development, E-commerce, Mobile Interface Design, Usability, Team Management, CSS, Product Design, User Experience Testing, Flash, Software Engineering, Wireframes, Creative Direction, Mobile Design, Experience Design, User-centered Design, Information Design, User Research, Front-end, Usability Testing, User Interface, Agile Methodologies
Education
State University of New York College at Oswego 1997 — 1999
BFA, Graphic Design
TD Ameritrade February 2014 - Present
Martha Stewart Living Omnimedia January 2012 - December 2013
IndustryNext LLC August 2007 - January 2012
Viewpoint Corp. January 2001 - August 2007
Dreamlife, Inc. March 2000 - December 2000
Skills
User Experience, Interaction Design, Web Development, Mobile, Information Architecture, JavaScript, jQuery, Web Design, User Interface Design, HTML, Mobile Devices, Scrum, User Experience Design, Software Development, E-commerce, Mobile Interface Design, Usability, Team Management, CSS, Product Design, User Experience Testing, Flash, Software Engineering, Wireframes, Creative Direction, Mobile Design, Experience Design, User-centered Design, Information Design, User Research, Front-end, Usability Testing, User Interface, Agile Methodologies
Education
State University of New York College at Oswego 1997 — 1999
BFA, Graphic Design
Chris Wittman's TD Ameritrade Experience August 2009 - August 2015
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade August 2009 - August 2015
Innovative Solutions Insurance Services, LLC August 2008 - July 2009
ING Advisors Network January 2006 - August 2008
AIG SunAmerica July 1999 - January 2006
Skills
Series 63, Series 7, Retirement Planning, Securities, Series 6, Mutual Funds, Investments, Asset Allocation, Retirement, Financial Advisory, IRAs, Alternative Investments, Financial Services, FINRA, Investment Advisory, Asset Management, Portfolio Management, Marketing, Strategic Financial..., Separately Managed..., Wealth Management, Variable Annuities, Series 24, Series 65, Equities, Estate Planning, Investment Management, Investment Strategies, Life Insurance, Retirement Plan..., Roth IRA, Term Life Insurance, Uniform Combined State..., Wealth, Financial Planning
Education
St. Cloud State University 1988 — 1990
TD Ameritrade August 2009 - August 2015
Innovative Solutions Insurance Services, LLC August 2008 - July 2009
ING Advisors Network January 2006 - August 2008
AIG SunAmerica July 1999 - January 2006
Skills
Series 63, Series 7, Retirement Planning, Securities, Series 6, Mutual Funds, Investments, Asset Allocation, Retirement, Financial Advisory, IRAs, Alternative Investments, Financial Services, FINRA, Investment Advisory, Asset Management, Portfolio Management, Marketing, Strategic Financial..., Separately Managed..., Wealth Management, Variable Annuities, Series 24, Series 65, Equities, Estate Planning, Investment Management, Investment Strategies, Life Insurance, Retirement Plan..., Roth IRA, Term Life Insurance, Uniform Combined State..., Wealth, Financial Planning
Education
St. Cloud State University 1988 — 1990
William Bellow, CFP®'s TD Ameritrade Experience June 2011 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
Nationwide Insurance April 2009 - June 2011
Banc of America Investment Services, Inc March 2007 - February 2009
Citicorp Investment Services, Inc. 1999 - 2007
Dreyfus 1986 - 1999
Skills
Cash Management, Public Speaking, Credit Analysis, Consumer Lending
Education
State University of New York College at Brockport 1983 — 1985
B.S., Business Administration
TD Ameritrade June 2011 - Present
Nationwide Insurance April 2009 - June 2011
Banc of America Investment Services, Inc March 2007 - February 2009
Citicorp Investment Services, Inc. 1999 - 2007
Dreyfus 1986 - 1999
Skills
Cash Management, Public Speaking, Credit Analysis, Consumer Lending
Education
State University of New York College at Brockport 1983 — 1985
B.S., Business Administration
Jason Jingeleski's TD Ameritrade Experience October 2003 - December 2007
Job William Hill
Industry Gambling & Casinos
Experience
William Hill July 2015 - Present
Jokers Wild - Eldorado Casino July 2014 - April 2015
Jokers Wild- Eldorado Casino July 2013 - July 2014
Tropicana Las Vegas Inc 2011 - 2012
Jokers Wild- Eldordao Casino December 2007 - July 2011
Hard Rock Hotel and Casino December 2009 - October 2010
TD Ameritrade October 2003 - December 2007
TD Waterhouse September 2001 - October 2003
TD Waterhouse Securities September 2000 - September 2001
TD Waterhouse Institutional Services March 1999 - September 2000
Skills
Gambling, Customer Satisfaction, Team Building, Risk Management, Social Media Marketing, Budgets, Financial Services, Strategic Planning, Coaching, Training, Sales, Hiring, Microsoft Excel, Investments, Casino, Management, Microsoft Office, Leadership, Hospitality, Customer Service, CRM, Policy
Education
State University of New York College at Oneonta 1994 — 1998
BS, Political Science
William Hill July 2015 - Present
Jokers Wild - Eldorado Casino July 2014 - April 2015
Jokers Wild- Eldorado Casino July 2013 - July 2014
Tropicana Las Vegas Inc 2011 - 2012
Jokers Wild- Eldordao Casino December 2007 - July 2011
Hard Rock Hotel and Casino December 2009 - October 2010
TD Ameritrade October 2003 - December 2007
TD Waterhouse September 2001 - October 2003
TD Waterhouse Securities September 2000 - September 2001
TD Waterhouse Institutional Services March 1999 - September 2000
Skills
Gambling, Customer Satisfaction, Team Building, Risk Management, Social Media Marketing, Budgets, Financial Services, Strategic Planning, Coaching, Training, Sales, Hiring, Microsoft Excel, Investments, Casino, Management, Microsoft Office, Leadership, Hospitality, Customer Service, CRM, Policy
Education
State University of New York College at Oneonta 1994 — 1998
BS, Political Science
Philip Koshy's TD Ameritrade Experience September 2012 - May 2015
Job Senior Software Developer at AIG
Industry Information Technology and Services
Experience
AIG May 2015 - Present
TD Ameritrade September 2012 - May 2015
Skills
Enterprise Content..., Documentum, Kofax, Websphere, Integration, FileNet, .NET, JBoss EAP, Input Accel, Java Enterprise Edition, Software Engineering, Microsoft SQL Server, DB2, Oracle
Education
State University of New York at Stony Brook 2001 — 2005
Applied Mathematics
AIG May 2015 - Present
TD Ameritrade September 2012 - May 2015
Skills
Enterprise Content..., Documentum, Kofax, Websphere, Integration, FileNet, .NET, JBoss EAP, Input Accel, Java Enterprise Edition, Software Engineering, Microsoft SQL Server, DB2, Oracle
Education
State University of New York at Stony Brook 2001 — 2005
Applied Mathematics
Jon D. Singletary's TD Ameritrade Experience January 2009 - September 2010
Job .
Industry Financial Services
Experience
Mortgage Lending Division October 2014 - Present
PHH Mortgage January 2011 - December 2013
TD Ameritrade January 2009 - September 2010
BB&T Investment Services March 2005 - January 2009
Education
University of Florida - Warrington College Of Business 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Stetson University 1994 — 1997
BBA, Finance
Mortgage Lending Division October 2014 - Present
PHH Mortgage January 2011 - December 2013
TD Ameritrade January 2009 - September 2010
BB&T Investment Services March 2005 - January 2009
Education
University of Florida - Warrington College Of Business 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Stetson University 1994 — 1997
BBA, Finance
Krishna Baineni's TD Ameritrade Experience October 2007 - October 2009
Job Sr. JAVA Engineer at PayPal
Industry Financial Services
Experience
PayPal June 2014 - Present
EA Team Inc November 2007 - Present
DIRECTV September 2009 - June 2014
VMware 2013 - 2013
TD-Ameritrade October 2007 - October 2009
Union Pacific Railroad September 2005 - August 2007
Skills
REST, Spring, Hibernate, Oracle, EJB, Struts, Weblogic, JUnit, Java, SOA, Java Enterprise Edition, Tomcat, Ant, Web Services, Agile Methodologies, JDBC, JSP, SOAP, Eclipse, XML, Servlets, JBoss Application Server, TestNG, Github, Visual SVN, Jenkins, Hudson, JMS, jQuery
Education
Southern Illinois University, Edwardsville 2001 — 2003
MS, Computer Science
Southern Illinois University, Edwardsville
Master's degree, Computer Science
PayPal June 2014 - Present
EA Team Inc November 2007 - Present
DIRECTV September 2009 - June 2014
VMware 2013 - 2013
TD-Ameritrade October 2007 - October 2009
Union Pacific Railroad September 2005 - August 2007
Skills
REST, Spring, Hibernate, Oracle, EJB, Struts, Weblogic, JUnit, Java, SOA, Java Enterprise Edition, Tomcat, Ant, Web Services, Agile Methodologies, JDBC, JSP, SOAP, Eclipse, XML, Servlets, JBoss Application Server, TestNG, Github, Visual SVN, Jenkins, Hudson, JMS, jQuery
Education
Southern Illinois University, Edwardsville 2001 — 2003
MS, Computer Science
Southern Illinois University, Edwardsville
Master's degree, Computer Science
Cara Vercellone's TD Ameritrade Experience November 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Charles Schwab February 1989 - October 2014
Skills
Asset Management, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Portfolio Management, Asset Allocation, Financial Planning, Securities
Education
Stony Brook University 1983 — 1988
TD Ameritrade November 2014 - Present
Charles Schwab February 1989 - October 2014
Skills
Asset Management, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Portfolio Management, Asset Allocation, Financial Planning, Securities
Education
Stony Brook University 1983 — 1988
Nestor Jimenez's TD Ameritrade Experience February 2012 - February 2013
Job Risk Analyst
Industry Financial Services
Experience
ACE Cash Express October 2014 - Present
GM Financial November 2013 - October 2014
Fidelity Investments February 2013 - August 2013
TD Ameritrade February 2012 - February 2013
TD Ameritrade October 2010 - February 2012
TD Ameritrade March 2009 - September 2010
TD Ameritrade October 2007 - February 2009
Skills
Quantitative Finance, Financial Risk..., Stata, R, SAS, XLMiner, Applied Economics, Econometrics, Portfolio Management, Financial Analysis, Financial Modeling, Managerial Economics, SQL, Valuation, Predictive Analytics, Criminology, Data Analysis, Data Mining, VAR, HAPKIDO, Financial Econometrics, Statistics, Social Sciences, ETFs, Series 63, Fixed Income, Mutual Funds, Series 7, Securities, Derivatives, Statistical Modeling, Credit Risk, Business Intelligence, Options, Quantitative Analytics, Financial Risk, Investment Advisory, Bloomberg, Alternative Investments, Series 24
Education
Southern Methodist University 2010 — 2012
Master of Arts (M.A.), Applied Economics
The University of Texas at Dallas 2009 — 2010
Master of Science (M.S.), Finance
Texas Christian University 2001 — 2003
Bachelors, General Studies - Finance
ACE Cash Express October 2014 - Present
GM Financial November 2013 - October 2014
Fidelity Investments February 2013 - August 2013
TD Ameritrade February 2012 - February 2013
TD Ameritrade October 2010 - February 2012
TD Ameritrade March 2009 - September 2010
TD Ameritrade October 2007 - February 2009
Skills
Quantitative Finance, Financial Risk..., Stata, R, SAS, XLMiner, Applied Economics, Econometrics, Portfolio Management, Financial Analysis, Financial Modeling, Managerial Economics, SQL, Valuation, Predictive Analytics, Criminology, Data Analysis, Data Mining, VAR, HAPKIDO, Financial Econometrics, Statistics, Social Sciences, ETFs, Series 63, Fixed Income, Mutual Funds, Series 7, Securities, Derivatives, Statistical Modeling, Credit Risk, Business Intelligence, Options, Quantitative Analytics, Financial Risk, Investment Advisory, Bloomberg, Alternative Investments, Series 24
Education
Southern Methodist University 2010 — 2012
Master of Arts (M.A.), Applied Economics
The University of Texas at Dallas 2009 — 2010
Master of Science (M.S.), Finance
Texas Christian University 2001 — 2003
Bachelors, General Studies - Finance
Joseph Feldman's TD Ameritrade Experience February 2014 - Present
Job Engineer I, Data Center Network Engineering at TD Ameritrade
Industry Computer Networking
Experience
TD Ameritrade February 2014 - Present
TD Ameritrade November 2012 - February 2014
TD Ameritrade July 2008 - September 2011
TD Ameritrade November 2007 - July 2008
California Media Solutions June 2006 - August 2006
Skills
Networking, Data Center, VPN, TCP/IP, Network Engineering, Troubleshooting
Education
St. Ambrose University 2003 — 2007
BS, Computer Network Administration
TD Ameritrade February 2014 - Present
TD Ameritrade November 2012 - February 2014
TD Ameritrade July 2008 - September 2011
TD Ameritrade November 2007 - July 2008
California Media Solutions June 2006 - August 2006
Skills
Networking, Data Center, VPN, TCP/IP, Network Engineering, Troubleshooting
Education
St. Ambrose University 2003 — 2007
BS, Computer Network Administration
Robert Benkovitz's TD Ameritrade Experience April 2006 - December 2007
Job Enterprise Application Architect and Developer
Industry Computer Software
Experience
Silver Management Group January 2003 - Present
R. Rib Inc. August 1996 - Present
TD Ameritrade April 2006 - December 2007
Taho Commerce 1999 - 2002
CheckFree Investment Services 1998 - 1999
Prudential Insurance September 1996 - July 1998
ILX Systems 1994 - 1996
Information Builders 1991 - 1993
Skills
SOA, Enterprise Architecture, Java, Java Enterprise Edition, Cost Basis Reporting, Software Development, UML, Software Project..., Software Engineering, SQL, Requirements Analysis, SDLC, Agile Methodologies, Business Analysis, Web Services
Education
State University of New York at Stony Brook 1988 — 1991
Bachelor of Science, Computer Science
State University of New York College at Geneseo 1985 — 1988
Biology, Computer Science
Silver Management Group January 2003 - Present
R. Rib Inc. August 1996 - Present
TD Ameritrade April 2006 - December 2007
Taho Commerce 1999 - 2002
CheckFree Investment Services 1998 - 1999
Prudential Insurance September 1996 - July 1998
ILX Systems 1994 - 1996
Information Builders 1991 - 1993
Skills
SOA, Enterprise Architecture, Java, Java Enterprise Edition, Cost Basis Reporting, Software Development, UML, Software Project..., Software Engineering, SQL, Requirements Analysis, SDLC, Agile Methodologies, Business Analysis, Web Services
Education
State University of New York at Stony Brook 1988 — 1991
Bachelor of Science, Computer Science
State University of New York College at Geneseo 1985 — 1988
Biology, Computer Science
Cynthia Jews's TD Ameritrade Experience May 2011 - Present
Job Enterprise Project Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
TD Ameritrade November 1999 - April 2011
Legg Mason 1995 - 1999
Mnc Mortgage 1991 - 1995
Skills
Program Management, SDLC, Vendor Management, Team Leadership, Portfolio Management, Customer Relations, Team Building, Problem Solving, MS Project, Project Planning, Visio, Business Analysis, Customer Service, Process Improvement, Integration, Requirements Analysis, Project Portfolio..., Risk Management, Disaster Recovery, Management, Security, Business Process..., Project Management, Change Management, PMP, Quality Assurance, SQL, Enterprise Architecture, PMO, Requirements Gathering, Software Documentation, IT Management, IT Strategy, Data Center, Software Project..., Financial Services, SharePoint, Leadership, Strategy, Information Technology, Analysis, Business Requirements, Microsoft Office, Infrastructure, Outsourcing, Cross-functional Team...
Education
St. Mary's College of Maryland 1987 — 1991
BA, Economics
TD Ameritrade May 2011 - Present
TD Ameritrade November 1999 - April 2011
Legg Mason 1995 - 1999
Mnc Mortgage 1991 - 1995
Skills
Program Management, SDLC, Vendor Management, Team Leadership, Portfolio Management, Customer Relations, Team Building, Problem Solving, MS Project, Project Planning, Visio, Business Analysis, Customer Service, Process Improvement, Integration, Requirements Analysis, Project Portfolio..., Risk Management, Disaster Recovery, Management, Security, Business Process..., Project Management, Change Management, PMP, Quality Assurance, SQL, Enterprise Architecture, PMO, Requirements Gathering, Software Documentation, IT Management, IT Strategy, Data Center, Software Project..., Financial Services, SharePoint, Leadership, Strategy, Information Technology, Analysis, Business Requirements, Microsoft Office, Infrastructure, Outsourcing, Cross-functional Team...
Education
St. Mary's College of Maryland 1987 — 1991
BA, Economics
Phil Marinello's TD Ameritrade Experience 1997 - 2007
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2007 - Present
TD Ameritrade 1997 - 2007
Skills
Series 7
Education
St. John's University 1989 — 1993
Incapital August 2007 - Present
TD Ameritrade 1997 - 2007
Skills
Series 7
Education
St. John's University 1989 — 1993
Mohammad Ahsan's TD Ameritrade Experience May 2010 - June 2011
Job Program Manager/ Functional Business Analyst at Mizuho Bank Inc.
Industry Computer Software
Experience
TugForce Inc June 2015 - Present
Mizuho Bank February 2014 - Present
JPMorgan Chase June 2011 - February 2014
TD Ameritrade May 2010 - June 2011
Delta Air Lines February 2008 - April 2010
Century Technology LLC January 2005 - November 2008
Skills
Project Management, DB2, UML, Salesforce.com, SDLC, Process Analysis, Agile, Agile Methodologies, Business Process, CRM, Vendor Management, Business Analysis, ERP, Business Intelligence, Databases, Leadership, Process Improvement, Visio, Management, PMP
Education
St. Cloud State University 2000 — 2002
MBA, Global Management
St. Cloud State University (SCSU) 1999 — 2002
MBA, Global Management
TugForce Inc June 2015 - Present
Mizuho Bank February 2014 - Present
JPMorgan Chase June 2011 - February 2014
TD Ameritrade May 2010 - June 2011
Delta Air Lines February 2008 - April 2010
Century Technology LLC January 2005 - November 2008
Skills
Project Management, DB2, UML, Salesforce.com, SDLC, Process Analysis, Agile, Agile Methodologies, Business Process, CRM, Vendor Management, Business Analysis, ERP, Business Intelligence, Databases, Leadership, Process Improvement, Visio, Management, PMP
Education
St. Cloud State University 2000 — 2002
MBA, Global Management
St. Cloud State University (SCSU) 1999 — 2002
MBA, Global Management
Bill Missimer's TD Ameritrade Experience October 2009 - Present
Job Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2009 - Present
TD Ameritrade March 1994 - October 2009
Skills
Investments, Securities, Series 63, Series 7, Wealth Management, Coaching, Mutual Funds, Trading, Series 24, Financial Services, Equities, Customer Service, Investment Advisory
Education
Stephen F. Austin State University 1987 — 1991
TD Ameritrade October 2009 - Present
TD Ameritrade March 1994 - October 2009
Skills
Investments, Securities, Series 63, Series 7, Wealth Management, Coaching, Mutual Funds, Trading, Series 24, Financial Services, Equities, Customer Service, Investment Advisory
Education
Stephen F. Austin State University 1987 — 1991
Dana Gloor's TD Ameritrade Experience April 2009 - November 2010
Job Principal at Miles & Stockbridge P.C.
Industry Financial Services
Experience
Miles & Stockbridge P.C. November 2014 - Present
Baritz & Colman LLP November 2010 - November 2014
BD/IA Compliance Solutions, LLC January 2013 - September 2014
TD Ameritrade April 2009 - November 2010
Ferris, Baker Watts, Inc. February 2007 - October 2008
Ferris, Baker Watts, Inc. November 2006 - February 2007
Ferris, Baker Watts, Inc. July 2001 - November 2006
Shapiro Sher Guinot & Sandler February 2000 - July 2001
Shapiro Sher Guinot & Sandler September 1993 - January 2000
Court of Appeals of Maryland September 1992 - August 1993
Education
St. John's College 2005 — 2013
Executive Seminars
University of Maryland School of Law 1989 — 1992
JD
University of Maryland College Park 1987 — 1989
University of Richmond 1984 — 1986
Richard Montgomery High School
Miles & Stockbridge P.C. November 2014 - Present
Baritz & Colman LLP November 2010 - November 2014
BD/IA Compliance Solutions, LLC January 2013 - September 2014
TD Ameritrade April 2009 - November 2010
Ferris, Baker Watts, Inc. February 2007 - October 2008
Ferris, Baker Watts, Inc. November 2006 - February 2007
Ferris, Baker Watts, Inc. July 2001 - November 2006
Shapiro Sher Guinot & Sandler February 2000 - July 2001
Shapiro Sher Guinot & Sandler September 1993 - January 2000
Court of Appeals of Maryland September 1992 - August 1993
Education
St. John's College 2005 — 2013
Executive Seminars
University of Maryland School of Law 1989 — 1992
JD
University of Maryland College Park 1987 — 1989
University of Richmond 1984 — 1986
Richard Montgomery High School
Andrew Harger's TD Ameritrade Experience 1999 - 2001
Job Divorce and Family Law Attorney at Law Office of Andrew J. Harger
Industry Law Practice
Experience
Law Office of Andrew J. Harger June 2012 - Present
Rosenfeld Hafron Shapiro & Farmer March 2005 - May 2012
Office of State Appellate Defender 2002 - 2005
TD Ameritrade 1999 - 2001
Skills
Family Law, Criminal Defense, Litigation, Mediation, Legal Research, Courts, Civil Litigation, Appeals, Legal Writing, Alternative Dispute..., Trials, Prenuptial Agreements, Trial Practice, Dispute Resolution, Paternity, Hearings
Education
Southern Methodist University Dedman School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Arts (B.A.), Philosophy
Law Office of Andrew J. Harger June 2012 - Present
Rosenfeld Hafron Shapiro & Farmer March 2005 - May 2012
Office of State Appellate Defender 2002 - 2005
TD Ameritrade 1999 - 2001
Skills
Family Law, Criminal Defense, Litigation, Mediation, Legal Research, Courts, Civil Litigation, Appeals, Legal Writing, Alternative Dispute..., Trials, Prenuptial Agreements, Trial Practice, Dispute Resolution, Paternity, Hearings
Education
Southern Methodist University Dedman School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Arts (B.A.), Philosophy
Christopher Cardali's TD Ameritrade Experience May 2005 - February 2012
Job Executive Management Managing Director
Industry Financial Services
Experience
Krasney Financial LLC April 2013 - Present
HSBC Wealth Management October 2012 - April 2013
TD Ameritrade May 2005 - February 2012
Hamilton Equity May 2003 - May 2005
TD Ameritrade October 1999 - May 2003
Skills
Series 7, Series 63, Series 66, Mutual Funds, Uniform Combined State..., series 8, series 9, Life Insurance, Retirement Planning, Asset Allocation, Series 24, Securities, FINRA, Finance, Leadership, Sales, Retirement, Wealth Management, Risk Management, Portfolio Management, Management, Financial Advisory, Investment Advisory, Fixed Income, Loans, Recruiting, ETFs, Investments, Financial Services, Series 65, Equities, Options, Investment Strategies, Strategic Financial..., Alternative Investments, Asset Management, Relationship Management, Trading, 401k, Investment Management, Bonds, Wealth Management..., IRAs, Estate Planning, Wealth, Mortgage Lending, Financial Markets, Fixed Annuities, Equity Trading, Hedge Funds
Education
State University of New York at Stony Brook 1989 — 1993
Bachelor's degree, Psychology
Krasney Financial LLC April 2013 - Present
HSBC Wealth Management October 2012 - April 2013
TD Ameritrade May 2005 - February 2012
Hamilton Equity May 2003 - May 2005
TD Ameritrade October 1999 - May 2003
Skills
Series 7, Series 63, Series 66, Mutual Funds, Uniform Combined State..., series 8, series 9, Life Insurance, Retirement Planning, Asset Allocation, Series 24, Securities, FINRA, Finance, Leadership, Sales, Retirement, Wealth Management, Risk Management, Portfolio Management, Management, Financial Advisory, Investment Advisory, Fixed Income, Loans, Recruiting, ETFs, Investments, Financial Services, Series 65, Equities, Options, Investment Strategies, Strategic Financial..., Alternative Investments, Asset Management, Relationship Management, Trading, 401k, Investment Management, Bonds, Wealth Management..., IRAs, Estate Planning, Wealth, Mortgage Lending, Financial Markets, Fixed Annuities, Equity Trading, Hedge Funds
Education
State University of New York at Stony Brook 1989 — 1993
Bachelor's degree, Psychology
Christopher Mattina's TD Ameritrade Experience February 2006 - April 2007
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Wells Fargo April 2013 - December 2014
JPMorgan Chase November 2009 - April 2013
Bank of America September 2008 - March 2009
Smith Barney May 2007 - September 2008
TD Ameritrade February 2006 - April 2007
Ameriprise Financial May 2004 - February 2006
Skills
Series 7, Series 63, Banking, Financial Services
Education
Stony Brook University 2000 — 2005
B.A, Economics
JPMorgan Chase & Co. December 2014 - Present
Wells Fargo April 2013 - December 2014
JPMorgan Chase November 2009 - April 2013
Bank of America September 2008 - March 2009
Smith Barney May 2007 - September 2008
TD Ameritrade February 2006 - April 2007
Ameriprise Financial May 2004 - February 2006
Skills
Series 7, Series 63, Banking, Financial Services
Education
Stony Brook University 2000 — 2005
B.A, Economics
Isaac Brown, MBA's TD Ameritrade Experience 2009 - June 2012
Job Director of Business Analysts at HealthEquity
Industry Financial Services
Experience
HealthEquity February 2015 - Present
HealthEquity February 2013 - February 2015
HealthEquity May 2011 - February 2013
TD Ameritrade 2009 - June 2012
Blue Healthcare Bank September 2008 - August 2009
Blue Healthcare Bank February 2008 - September 2008
Bank of American Fork June 2006 - February 2008
State Bank of Southern Utah May 2005 - June 2006
The Leavitt Group 2004 - 2005
Skills
Excel, Visio, Microsoft Word, Microsoft SQL Server, Requirements Gathering, Project Management, User Acceptance Testing, Brazilian Portuguese, Business Analysis, Customer Service, Budgets, Strategy, Marketing Strategy, Vendor Management, Strategic Planning, Product Development, Business Process..., Financial Analysis, Microsoft Excel, Change Management, Management, Analysis, Process Improvement, Banking, Cross-functional Team..., Product Management, Business Strategy, Data Analysis, Analytics, Business Development, Training, Program Management, Marketing, Operations Management, Insurance
Education
Southern Utah University 2005 — 2006
MBA, Finance
Southern Utah University 2002 — 2005
BS, Finance
HealthEquity February 2015 - Present
HealthEquity February 2013 - February 2015
HealthEquity May 2011 - February 2013
TD Ameritrade 2009 - June 2012
Blue Healthcare Bank September 2008 - August 2009
Blue Healthcare Bank February 2008 - September 2008
Bank of American Fork June 2006 - February 2008
State Bank of Southern Utah May 2005 - June 2006
The Leavitt Group 2004 - 2005
Skills
Excel, Visio, Microsoft Word, Microsoft SQL Server, Requirements Gathering, Project Management, User Acceptance Testing, Brazilian Portuguese, Business Analysis, Customer Service, Budgets, Strategy, Marketing Strategy, Vendor Management, Strategic Planning, Product Development, Business Process..., Financial Analysis, Microsoft Excel, Change Management, Management, Analysis, Process Improvement, Banking, Cross-functional Team..., Product Management, Business Strategy, Data Analysis, Analytics, Business Development, Training, Program Management, Marketing, Operations Management, Insurance
Education
Southern Utah University 2005 — 2006
MBA, Finance
Southern Utah University 2002 — 2005
BS, Finance
Shawn Pugh's TD Ameritrade Experience February 1998 - May 2006
Job Senior Client Account Consultant
Industry Financial Services
Experience
Fiserv October 2007 - Present
Checkfree -- Fiserv 2007 - 2009
Merrill Lynch 2007 - 2007
TD Ameritrade February 1998 - May 2006
Education
Southern Connecticut State University 1994 — 1998
Business Admin, Business
Fiserv October 2007 - Present
Checkfree -- Fiserv 2007 - 2009
Merrill Lynch 2007 - 2007
TD Ameritrade February 1998 - May 2006
Education
Southern Connecticut State University 1994 — 1998
Business Admin, Business
Clark Lindsley, CRPC®'s TD Ameritrade Experience August 2009 - March 2010
Job Financial Industry, Series 9 and 10
Industry Financial Services
Experience
Bank of America/ Merrill Lynch November 2011 - Present
Merrill Lynch, Pierce, Fenner and Smith 2011 - Present
TD Ameritrade August 2009 - March 2010
Ameriprise Financial March 2005 - August 2009
Sears Holdings Management Corporation January 2001 - March 2005
XO Communications January 2000 - March 2002
Qwest Communications April 1997 - March 2000
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Retirement, Financial Services, Investment Strategies, Portfolio Management, Risk Management, Asset Management, Financial Analysis
Education
Southern Methodist University 1980 — 1982
B.S., Economics
Southern Methodist University 1980 — 1982
B.A., Psychology
Bank of America/ Merrill Lynch November 2011 - Present
Merrill Lynch, Pierce, Fenner and Smith 2011 - Present
TD Ameritrade August 2009 - March 2010
Ameriprise Financial March 2005 - August 2009
Sears Holdings Management Corporation January 2001 - March 2005
XO Communications January 2000 - March 2002
Qwest Communications April 1997 - March 2000
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Retirement, Financial Services, Investment Strategies, Portfolio Management, Risk Management, Asset Management, Financial Analysis
Education
Southern Methodist University 1980 — 1982
B.S., Economics
Southern Methodist University 1980 — 1982
B.A., Psychology
Stephen Boscarino's TD Ameritrade Experience March 2005 - December 2011
Job Energy Consultant at Energy By Choice, Ltd
Industry Renewables & Environment
Experience
Energy By Choice, Ltd July 2013 - Present
TD Ameritrade March 2005 - December 2011
Banc of America Investments March 2002 - March 2005
Quick & Reilly May 1996 - March 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Series 7, Series 65, Series 9, Series 10, Life and Variable..., Managed Services, FINRA, Financial Services, Series 63, Tactical Asset..., Technical Analysis, Customer Service, High Net Worth...
Education
State University of New York College at Brockport 1984 — 1988
Bachelor of Science, English
Energy By Choice, Ltd July 2013 - Present
TD Ameritrade March 2005 - December 2011
Banc of America Investments March 2002 - March 2005
Quick & Reilly May 1996 - March 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Series 7, Series 65, Series 9, Series 10, Life and Variable..., Managed Services, FINRA, Financial Services, Series 63, Tactical Asset..., Technical Analysis, Customer Service, High Net Worth...
Education
State University of New York College at Brockport 1984 — 1988
Bachelor of Science, English
Richard Miktus's TD Ameritrade Experience July 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
Merrill Lynch October 2010 - June 2013
Laidlaw & Company February 2009 - July 2010
Establish July 2008 - November 2008
John Wiley and Sons May 2007 - November 2007
Education
Stevens Institute of Technology 2008 — 2015
M.S., Management
Stevens Institute of Technology 2004 — 2008
B.S., Applied Mathematics
TD Ameritrade July 2013 - Present
Merrill Lynch October 2010 - June 2013
Laidlaw & Company February 2009 - July 2010
Establish July 2008 - November 2008
John Wiley and Sons May 2007 - November 2007
Education
Stevens Institute of Technology 2008 — 2015
M.S., Management
Stevens Institute of Technology 2004 — 2008
B.S., Applied Mathematics
Stan Williamson's TD Ameritrade Experience April 1999 - January 2009
Job Lead QA Performance Test Engineer at Oriental Trading Company
Industry Information Technology and Services
Experience
Oriental Trading Company December 2010 - Present
Oriental Trading Company June 2010 - December 2010
Telvent/DTN August 2009 - March 2010
TD Ameritrade April 1999 - January 2009
CSG Systems July 1996 - April 1999
BETAC Corporation July 1994 - July 1996
USAF April 1993 - October 1993
USAF September 1991 - April 1993
USAF February 1987 - August 1991
Education
Southern Illinois University, Edwardsville 1982 — 1986
BS, Business Administration
St. Paul High
Oriental Trading Company December 2010 - Present
Oriental Trading Company June 2010 - December 2010
Telvent/DTN August 2009 - March 2010
TD Ameritrade April 1999 - January 2009
CSG Systems July 1996 - April 1999
BETAC Corporation July 1994 - July 1996
USAF April 1993 - October 1993
USAF September 1991 - April 1993
USAF February 1987 - August 1991
Education
Southern Illinois University, Edwardsville 1982 — 1986
BS, Business Administration
St. Paul High
Brandon Rodgers, MBA's TD Ameritrade Experience November 2014 - Present
Job Business Performance and Analytics Manager TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade July 2013 - Present
TD Ameritrade June 2011 - January 2013
Delta Tau Delta Fraternity May 2010 - May 2011
Stephem F Austin State University 2007 - 2011
Delta Tau Delta Fraternity May 2009 - May 2010
TD Ameritrade May 2009 - August 2009
Delta Tau Delta Fraternity August 2007 - May 2009
Stephen F. Austin State University 2006 - 2007
Wulf Outdoor Sports, Inc 2005 - 2006
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Securities, Wealth Management, Investments, Investment Advisory, Financial Analysis, Portfolio Management, Options, Life Insurance, Asset Allocation, Equities, Strategic Financial..., Financial Services, Asset Managment, Trading, Customer Service, Banking, Microsoft Excel, FINRA, Microsoft Office, PowerPoint, Sales, Microsoft Word, Cold Calling, Analysis, Management, Finance, Investment Strategies, Retirement, Sales Management, Account Management, Coaching, ETFs, Salesforce.com, Training, Business Strategy, Team Building, Asset, Series 65, Morningstar, Investment Management, Series 24, Stocks, High Net Worth...
Education
Stephen F. Austin State University 2009 — 2011
MBA, Business Administration in Management
Stephen F. Austin State University 2005 — 2009
BA, Business Administration in Finance
TD Ameritrade November 2014 - Present
TD Ameritrade July 2013 - Present
TD Ameritrade June 2011 - January 2013
Delta Tau Delta Fraternity May 2010 - May 2011
Stephem F Austin State University 2007 - 2011
Delta Tau Delta Fraternity May 2009 - May 2010
TD Ameritrade May 2009 - August 2009
Delta Tau Delta Fraternity August 2007 - May 2009
Stephen F. Austin State University 2006 - 2007
Wulf Outdoor Sports, Inc 2005 - 2006
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Securities, Wealth Management, Investments, Investment Advisory, Financial Analysis, Portfolio Management, Options, Life Insurance, Asset Allocation, Equities, Strategic Financial..., Financial Services, Asset Managment, Trading, Customer Service, Banking, Microsoft Excel, FINRA, Microsoft Office, PowerPoint, Sales, Microsoft Word, Cold Calling, Analysis, Management, Finance, Investment Strategies, Retirement, Sales Management, Account Management, Coaching, ETFs, Salesforce.com, Training, Business Strategy, Team Building, Asset, Series 65, Morningstar, Investment Management, Series 24, Stocks, High Net Worth...
Education
Stephen F. Austin State University 2009 — 2011
MBA, Business Administration in Management
Stephen F. Austin State University 2005 — 2009
BA, Business Administration in Finance
Robert Dickinson's TD Ameritrade Experience January 2001 - March 2004
Job Consultant – SiteMinder Engineer at CoreBlox
Industry Insurance
Experience
CoreBlox July 2014 - Present
Broadridge Financial Solutions March 2014 - July 2014
MetLife March 2004 - March 2014
TD Ameritrade January 2001 - March 2004
Skills
Integration, Security, Web Services, Enterprise Architecture, Siteminder, Disaster Recovery, SSO, SDLC, IT Strategy, Project Management, Visio, IT Management, Requirements Analysis, Websphere, Vendor Management, Leadership, CA SiteMinder 6.0 &..., CA SiteMinder 6.0 &..., CA SiteMinder 6.0..., CA Directory..., IBM Websphere..., SAML 1.1 and 2.0 /..., Networking components,..., Extensive technical...
Education
University at Buffalo 1996 — 1999
Bachelor of Science- Business Administration, Management Information Systems, General
Stony Brook University 1994 — 1996
General Studies
CoreBlox July 2014 - Present
Broadridge Financial Solutions March 2014 - July 2014
MetLife March 2004 - March 2014
TD Ameritrade January 2001 - March 2004
Skills
Integration, Security, Web Services, Enterprise Architecture, Siteminder, Disaster Recovery, SSO, SDLC, IT Strategy, Project Management, Visio, IT Management, Requirements Analysis, Websphere, Vendor Management, Leadership, CA SiteMinder 6.0 &..., CA SiteMinder 6.0 &..., CA SiteMinder 6.0..., CA Directory..., IBM Websphere..., SAML 1.1 and 2.0 /..., Networking components,..., Extensive technical...
Education
University at Buffalo 1996 — 1999
Bachelor of Science- Business Administration, Management Information Systems, General
Stony Brook University 1994 — 1996
General Studies
Leon Akavalos's TD Ameritrade Experience November 2007 - August 2009
Job Brokerage associate
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
JPMorgan Chase November 2009 - Present
TD Ameritrade November 2007 - August 2009
Skills
Series 63, Series 7, Investments, Uniform Combined State..., Finance, Wealth Management, Mutual Funds, Banking, Financial Services, Portfolio Management
Education
Southern Connecticut State University
Bachelor of Arts (BA), History
Wells Fargo April 2014 - Present
JPMorgan Chase November 2009 - Present
TD Ameritrade November 2007 - August 2009
Skills
Series 63, Series 7, Investments, Uniform Combined State..., Finance, Wealth Management, Mutual Funds, Banking, Financial Services, Portfolio Management
Education
Southern Connecticut State University
Bachelor of Arts (BA), History
Dawn Burke's TD Ameritrade Experience October 2014 - Present
Job Director, Offline Advertising & Brand Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
E*TRADE Financial May 2006 - April 2013
TD Waterhouse 1998 - 2005
Skills
Series 7, Series 63, Direct Marketing, Online Advertising, Financial Services, Marketing Communications, Advertising, Marketing Strategy, Social Media, Marketing, Integrated Marketing, Digital Marketing, Analytics, Wealth Management
Education
St. John's University 1994 — 1998
TD Ameritrade October 2014 - Present
E*TRADE Financial May 2006 - April 2013
TD Waterhouse 1998 - 2005
Skills
Series 7, Series 63, Direct Marketing, Online Advertising, Financial Services, Marketing Communications, Advertising, Marketing Strategy, Social Media, Marketing, Integrated Marketing, Digital Marketing, Analytics, Wealth Management
Education
St. John's University 1994 — 1998
Daniel Bolella's TD Ameritrade Experience December 2014 - Present
Job Developer II at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade December 2014 - Present
Skills
C#, ASP.NET, VB.NET, ASP.NET AJAX, C++, C, Java, JavaScript, HTML, CSS, XML, Delphi, CUDA, GPGPU, SQL, MySQL, PHP, phpMyAdmin, Software Engineering, Computer Science, Programming, Algorithms, Requirements Analysis, Software Development, SharePoint, Databases, AJAX, Web Applications, Web Services, Python
Education
Stevens Institute of Technology 2007 — 2012
B.S.
Staten Island Technical High School
TD Ameritrade December 2014 - Present
Skills
C#, ASP.NET, VB.NET, ASP.NET AJAX, C++, C, Java, JavaScript, HTML, CSS, XML, Delphi, CUDA, GPGPU, SQL, MySQL, PHP, phpMyAdmin, Software Engineering, Computer Science, Programming, Algorithms, Requirements Analysis, Software Development, SharePoint, Databases, AJAX, Web Applications, Web Services, Python
Education
Stevens Institute of Technology 2007 — 2012
B.S.
Staten Island Technical High School
Alan Bergeman's TD Ameritrade Experience November 2011 - February 2013
Job at
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional October 2013 - Present
TD Ameritrade Institutional February 2013 - October 2013
TD Ameritrade November 2011 - February 2013
Baker Botts LLP May 2008 - July 2008
Tennessee Attorney General's Office May 2007 - July 2007
Skills
Series 7, Series 63, Series 24, Legal Research, Legal Writing, Financial Services, Securities, FINRA, Portfolio Management, Equities, Retirement Planning, Retirement, Uniform Combined State...
Education
Southern Methodist University 2009 — 2010
Master of Laws (LL.M.), Taxation
The University of Texas at Austin 2003 — 2006
B.A., Government
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional October 2013 - Present
TD Ameritrade Institutional February 2013 - October 2013
TD Ameritrade November 2011 - February 2013
Baker Botts LLP May 2008 - July 2008
Tennessee Attorney General's Office May 2007 - July 2007
Skills
Series 7, Series 63, Series 24, Legal Research, Legal Writing, Financial Services, Securities, FINRA, Portfolio Management, Equities, Retirement Planning, Retirement, Uniform Combined State...
Education
Southern Methodist University 2009 — 2010
Master of Laws (LL.M.), Taxation
The University of Texas at Austin 2003 — 2006
B.A., Government
Julie Boldin's TD Ameritrade Experience November 2010 - Present
Job Transfer Analyst at TD Ameritrade
Industry Telecommunications
Experience
TD Ameritrade November 2010 - Present
Verizon Communications November 1996 - March 2010
Verizon Communications 2007 - 2010
Verizon Communications 1980 - 1996
Skills
Process Improvement, Contract Management
Education
Southern Connecticut State University 1977 — 1979
Business
TD Ameritrade November 2010 - Present
Verizon Communications November 1996 - March 2010
Verizon Communications 2007 - 2010
Verizon Communications 1980 - 1996
Skills
Process Improvement, Contract Management
Education
Southern Connecticut State University 1977 — 1979
Business
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
Louis Kevin Jeffries's TD Ameritrade Experience December 2006 - July 2009
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2009 - Present
TD Ameritrade December 2006 - July 2009
JP Morgan Chase January 2002 - March 2006
VALIC 2006 - 2006
Skills
Securities, Investments, Portfolio Management, Asset Allocation, Finance, Mutual Funds, Wealth Management, Series 63, FINRA, Series 7, Retirement Planning, ETFs, IRAs
Education
Southern Illinois University, Carbondale 1996 — 2001
BS, Finance
Scottrade July 2009 - Present
TD Ameritrade December 2006 - July 2009
JP Morgan Chase January 2002 - March 2006
VALIC 2006 - 2006
Skills
Securities, Investments, Portfolio Management, Asset Allocation, Finance, Mutual Funds, Wealth Management, Series 63, FINRA, Series 7, Retirement Planning, ETFs, IRAs
Education
Southern Illinois University, Carbondale 1996 — 2001
BS, Finance
Matthew McGoldrick's TD Ameritrade Experience July 2013 - Present
Job Strategy Analyst at TD Ameritrade
Industry Defense & Space
Experience
TD Ameritrade July 2013 - Present
Northrop Grumman Corporation December 2010 - July 2013
Northrop Grumman Corporation December 2008 - December 2010
Skills
Analysis, Financial Analysis, Process Improvement, Risk Management, Program Management, Financial Forecasting, Cash Flow Forecasting, Budget Forecasts, Microsoft Excel, Financial Modeling, VBA, Access Database, Employee Training, Financial Accounting, Risk Analytics, Opportunity Analysis, Contract Pricing, Proposal Generation, Earned Value Management, MS Project, Process Automation, Strategic Planning, SQL, SAP, Data Warehousing
Education
Stony Brook University 2006 — 2008
B.A., Economics, Business Management
TD Ameritrade July 2013 - Present
Northrop Grumman Corporation December 2010 - July 2013
Northrop Grumman Corporation December 2008 - December 2010
Skills
Analysis, Financial Analysis, Process Improvement, Risk Management, Program Management, Financial Forecasting, Cash Flow Forecasting, Budget Forecasts, Microsoft Excel, Financial Modeling, VBA, Access Database, Employee Training, Financial Accounting, Risk Analytics, Opportunity Analysis, Contract Pricing, Proposal Generation, Earned Value Management, MS Project, Process Automation, Strategic Planning, SQL, SAP, Data Warehousing
Education
Stony Brook University 2006 — 2008
B.A., Economics, Business Management
Chris Vadner's TD Ameritrade Experience December 2011 - December 2012
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Salvatore Vella's TD Ameritrade Experience 2000 - 2005
Job SVP Operations Broadridge Business Processing Outsourcing
Industry Financial Services
Experience
Broadridge Financial Solutions - Business Processing Outsourcing 2005 - Present
TD Ameritrade 2000 - 2005
ADP 1993 - 2000
Fidelity Investments 1984 - 1993
Paine Webber 1982 - 1984
Skills
Operations Management, International..., Securities processing, 15c3-3, Compliance, Business process..., International Trade, Dividends, Reorg, Bank Reconciliation, G/L Reconciliations, Margin, Escheatment, Proxy, Trade Regulation, Series 24, Series 7, Series 63, Offshore Outsourcing, SOX Compliancy, Custodial Services, Hedge Funds, Frontier, Pricing, Reference Data, Facilities Management
Education
St. Francis College
Broadridge Financial Solutions - Business Processing Outsourcing 2005 - Present
TD Ameritrade 2000 - 2005
ADP 1993 - 2000
Fidelity Investments 1984 - 1993
Paine Webber 1982 - 1984
Skills
Operations Management, International..., Securities processing, 15c3-3, Compliance, Business process..., International Trade, Dividends, Reorg, Bank Reconciliation, G/L Reconciliations, Margin, Escheatment, Proxy, Trade Regulation, Series 24, Series 7, Series 63, Offshore Outsourcing, SOX Compliancy, Custodial Services, Hedge Funds, Frontier, Pricing, Reference Data, Facilities Management
Education
St. Francis College
Drew Sokol's TD Ameritrade Experience April 2000 - March 2002
Job Billing/Risk Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management September 2012 - Present
Citi January 2012 - June 2012
HSBC Securities September 2008 - September 2009
HSBC Securities January 2007 - September 2008
TD Ameritrade April 2000 - March 2002
TD Ameritrade April 1998 - March 2000
Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology
Barclays Wealth and Investment Management September 2012 - Present
Citi January 2012 - June 2012
HSBC Securities September 2008 - September 2009
HSBC Securities January 2007 - September 2008
TD Ameritrade April 2000 - March 2002
TD Ameritrade April 1998 - March 2000
Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology
Nicholas P. Nhem's TD Ameritrade Experience April 1999 - September 2002
Job President/CoOwner at Nall Histology Laboratory
Industry Medical Practice
Experience
Nall Histology Laboratory October 2009 - Present
Quest Capital Strategies, Inc. April 2003 - September 2009
TD Ameritrade April 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Retirement Planning, Insurance, Series 63, Process Improvement, Strategic Planning
Education
Southern Methodist University 1993 — 2008
BA, Economics
Nall Histology Laboratory October 2009 - Present
Quest Capital Strategies, Inc. April 2003 - September 2009
TD Ameritrade April 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Retirement Planning, Insurance, Series 63, Process Improvement, Strategic Planning
Education
Southern Methodist University 1993 — 2008
BA, Economics
Jeff Jardine's TD Ameritrade Experience May 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
TD Ameritrade Institutional August 2012 - May 2013
TD Ameritrade Institutional April 2012 - August 2012
2011 UFL Omaha Nighthawks July 2011 - November 2011
Financial Services 2008 - 2011
Skills
Event Management, Social Media, Event Planning, Public Relations, Facebook, Microsoft Excel, Sports Marketing, Microsoft Office, Sports, Public Speaking, Marketing, PowerPoint, Equities, Asset Management, Finance, Sales, Investments
Education
Southern Methodist University 2007 — 2011
Bachelor’s Degree, Economics with Financial Applications
TD Ameritrade May 2013 - Present
TD Ameritrade Institutional August 2012 - May 2013
TD Ameritrade Institutional April 2012 - August 2012
2011 UFL Omaha Nighthawks July 2011 - November 2011
Financial Services 2008 - 2011
Skills
Event Management, Social Media, Event Planning, Public Relations, Facebook, Microsoft Excel, Sports Marketing, Microsoft Office, Sports, Public Speaking, Marketing, PowerPoint, Equities, Asset Management, Finance, Sales, Investments
Education
Southern Methodist University 2007 — 2011
Bachelor’s Degree, Economics with Financial Applications
Diva Wilson's TD Ameritrade Experience December 2012 - April 2013
Job Medical Student at University at Buffalo
Industry Medical Practice
Experience
University at Buffalo School of Medicine and Biomedical Sciences July 2013 - Present
Pacific Life May 2013 - July 2013
TD Ameritrade December 2012 - April 2013
The North Central Group/Hampton Inn and Suites August 2007 - December 2012
Best Buy October 2007 - August 2011
Skills
Bilingual-Spanish, Listener, Team Coordination, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Spanish, Microsoft Publisher, Organization, French, Customer Service, Event Planning, Social Networking, Microsoft Office, Customer Satisfaction, Sales
Education
State University of New York at Buffalo - School of Medicine & Biomedical Sciences 2013 — 2017
Doctor of Medicine (MD), Medicine, M3
Creighton UniversityMay 2011 2007 — 2011
Bachelor of Science; Bachelor of Arts, Biology; French and Francophone Studies
Papillion-La Vista High School 2003 — 2007
Diploma, Biology, AP and Honors courses
University at Buffalo School of Medicine and Biomedical Sciences July 2013 - Present
Pacific Life May 2013 - July 2013
TD Ameritrade December 2012 - April 2013
The North Central Group/Hampton Inn and Suites August 2007 - December 2012
Best Buy October 2007 - August 2011
Skills
Bilingual-Spanish, Listener, Team Coordination, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Spanish, Microsoft Publisher, Organization, French, Customer Service, Event Planning, Social Networking, Microsoft Office, Customer Satisfaction, Sales
Education
State University of New York at Buffalo - School of Medicine & Biomedical Sciences 2013 — 2017
Doctor of Medicine (MD), Medicine, M3
Creighton UniversityMay 2011 2007 — 2011
Bachelor of Science; Bachelor of Arts, Biology; French and Francophone Studies
Papillion-La Vista High School 2003 — 2007
Diploma, Biology, AP and Honors courses
Brittany Kelley's TD Ameritrade Experience June 2010 - April 2012
Job FINRA Registered Rep
Industry Financial Services
Experience
TD Ameritrade June 2010 - April 2012
TD Ameritrade June 2010 - April 2012
TD Ameritrade October 2007 - June 2010
TD Ameritrade March 2007 - October 2007
Skills
FINRA, Series 7, Series 63, Series 66, Client Prospecting, Retirement Planning, Mutual Funds, Wealth Management, Securities, Investments, Retirement, Asset Allocation, Investment Advisory, Opening New Accounts
Education
Stephen F. Austin State University 2002 — 2004
TD Ameritrade June 2010 - April 2012
TD Ameritrade June 2010 - April 2012
TD Ameritrade October 2007 - June 2010
TD Ameritrade March 2007 - October 2007
Skills
FINRA, Series 7, Series 63, Series 66, Client Prospecting, Retirement Planning, Mutual Funds, Wealth Management, Securities, Investments, Retirement, Asset Allocation, Investment Advisory, Opening New Accounts
Education
Stephen F. Austin State University 2002 — 2004
Christopher Connolly,CFP®'s TD Ameritrade Experience 2007 - 2008
Job Financial Consultant
Industry Financial Services
Experience
Etrade 2008 - 2012
TD Ameritrade 2007 - 2008
Fidelity Investments 2005 - 2006
Automatic Data Processing 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Asset, Retirement Plan..., Financial Advisory, Business Planning, 401k, Direct Sales, 403 b, Simple Plans, Unit Investment Trusts, Registered Investment..., Salesforce.com, Selling
Education
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning
University of New Orleans
Bachelor of Arts (BA), Economics
Etrade 2008 - 2012
TD Ameritrade 2007 - 2008
Fidelity Investments 2005 - 2006
Automatic Data Processing 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Asset, Retirement Plan..., Financial Advisory, Business Planning, 401k, Direct Sales, 403 b, Simple Plans, Unit Investment Trusts, Registered Investment..., Salesforce.com, Selling
Education
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning
University of New Orleans
Bachelor of Arts (BA), Economics
Pavel Zonov's TD Ameritrade Experience June 2012 - Present
Job Engineering Intern at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
McKinsey & Company June 2011 - May 2012
Skills
Android Development, C++, Java, C, Social Media, Photoshop, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering
TD Ameritrade June 2012 - Present
McKinsey & Company June 2011 - May 2012
Skills
Android Development, C++, Java, C, Social Media, Photoshop, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering
Matthew Efinger's TD Ameritrade Experience June 1999 - April 2004
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Independent Trader 2011 - 2013
NY Life Securities May 2010 - 2011
UBS Investment Bank December 2008 - June 2009
Swiss American Securities Inc (A Credit Suisse Group Company) April 2004 - October 2008
TD Ameritrade June 1999 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 10 - 55, Trading, Electronic Trading, Bloomberg, Prime Brokerage, Fixed Income, Options, Equities, Financial Services, FINRA, Middle Office, Derivatives, Securities, Trading Systems, Capital Markets
Education
SUNY Geneseo 1995 — 1999
Wells Fargo Securities July 2013 - Present
Independent Trader 2011 - 2013
NY Life Securities May 2010 - 2011
UBS Investment Bank December 2008 - June 2009
Swiss American Securities Inc (A Credit Suisse Group Company) April 2004 - October 2008
TD Ameritrade June 1999 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 10 - 55, Trading, Electronic Trading, Bloomberg, Prime Brokerage, Fixed Income, Options, Equities, Financial Services, FINRA, Middle Office, Derivatives, Securities, Trading Systems, Capital Markets
Education
SUNY Geneseo 1995 — 1999
Justin Szeluga's TD Ameritrade Experience June 2012 - August 2012
Job Student at Stevens Institute of Technology
Industry Computer Software
Experience
Spirent Communications October 2013 - Present
TD Ameritrade June 2012 - August 2012
ADP June 2011 - August 2011
Skills
Java, SQL, Drools, Data Warehousing, Subversion, Linux, Scrum, IntelliJ IDEA, C, Visual C#, PHP, jQuery, Android Development, HTML, SharePoint Designer
Education
Stevens Institute of Technology 2009 — 2013
Bachelor of Science (BS), Computer Science
Spirent Communications October 2013 - Present
TD Ameritrade June 2012 - August 2012
ADP June 2011 - August 2011
Skills
Java, SQL, Drools, Data Warehousing, Subversion, Linux, Scrum, IntelliJ IDEA, C, Visual C#, PHP, jQuery, Android Development, HTML, SharePoint Designer
Education
Stevens Institute of Technology 2009 — 2013
Bachelor of Science (BS), Computer Science
Patric Thomas's TD Ameritrade Experience April 2003 - July 2006
Job Supervisory Manager at JP Morgan Private Bank Global Investment Opportunity Group (GIO)
Industry Financial Services
Experience
JP Morgan Private Bank- Global Investment Opportunity Group (GIO) April 2014 - Present
J.P. Morgan Private Bank July 2009 - Present
Bear Stearns July 2006 - July 2009
TD Ameritrade April 2003 - July 2006
TD Ameritrade May 1999 - April 2003
Skills
Risk Management, Supervision, Relationship Management, Trading, Trade Compliance, Financial Markets, Prime Brokerage, Trading Operations, Options Strategies, Manage Client..., Online Brokerage, Private Banking, Personal Financial..., Derivatives Trading, General Securities..., Securities Market, Series 7, Series 63, Series 24, series 4, series 9, series 10, series 66
Education
SUNY Stony Brook 1993 — 1997
JP Morgan Private Bank- Global Investment Opportunity Group (GIO) April 2014 - Present
J.P. Morgan Private Bank July 2009 - Present
Bear Stearns July 2006 - July 2009
TD Ameritrade April 2003 - July 2006
TD Ameritrade May 1999 - April 2003
Skills
Risk Management, Supervision, Relationship Management, Trading, Trade Compliance, Financial Markets, Prime Brokerage, Trading Operations, Options Strategies, Manage Client..., Online Brokerage, Private Banking, Personal Financial..., Derivatives Trading, General Securities..., Securities Market, Series 7, Series 63, Series 24, series 4, series 9, series 10, series 66
Education
SUNY Stony Brook 1993 — 1997
Lane David Stobbe's TD Ameritrade Experience August 2008 - June 2010
Job Sales and Service
Industry Legal Services
Experience
SecurityMetrics February 2011 - October 2013
Vivint November 2010 - February 2011
TD Ameritrade August 2008 - June 2010
Skills
Computer Security, Network Security, Cloud Computing, Windows, SaaS, Sales, Sales Process, Salesforce.com, Solution Selling, Direct Sales, Sales Operations, Selling, System Administration, Customer Service, Security
Education
BYU Hawaii
Business Administration and Management, General
Southern Utah University
Business Administration and Management, General
SecurityMetrics February 2011 - October 2013
Vivint November 2010 - February 2011
TD Ameritrade August 2008 - June 2010
Skills
Computer Security, Network Security, Cloud Computing, Windows, SaaS, Sales, Sales Process, Salesforce.com, Solution Selling, Direct Sales, Sales Operations, Selling, System Administration, Customer Service, Security
Education
BYU Hawaii
Business Administration and Management, General
Southern Utah University
Business Administration and Management, General
Alphonse Janvier Jr.'s TD Ameritrade Experience January 1999 - June 2000
Job Supervisory Manager
Industry Financial Services
Experience
Vice President at J.P. Morgan Private Bank December 2009 - Present
Bear Stearns, a division of JP Morgan February 2008 - December 2009
Bear Stearns October 2006 - February 2008
Citi May 2005 - October 2006
Citi March 2004 - May 2005
Citi July 2000 - March 2004
TD Ameritrade January 1999 - June 2000
Skills
Fixed Income, Securities, Trading, Financial Services, Risk Management, Investments, Analysis, Mutual Funds, Series 7, Equities, Hedge Funds, Customer Service
Education
Stony Brook University 1993 — 1998
Sociology, Business Management
Vice President at J.P. Morgan Private Bank December 2009 - Present
Bear Stearns, a division of JP Morgan February 2008 - December 2009
Bear Stearns October 2006 - February 2008
Citi May 2005 - October 2006
Citi March 2004 - May 2005
Citi July 2000 - March 2004
TD Ameritrade January 1999 - June 2000
Skills
Fixed Income, Securities, Trading, Financial Services, Risk Management, Investments, Analysis, Mutual Funds, Series 7, Equities, Hedge Funds, Customer Service
Education
Stony Brook University 1993 — 1998
Sociology, Business Management
bryan ruiz's TD Ameritrade Experience March 2000 - April 2001
Job Software Product Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2006 - Present
Electronic Data Systems April 2001 - March 2006
TD Ameritrade March 2000 - April 2001
Education
University of California, San Diego 1994 — 1997
Southwestern College 1992 — 1994
Hewlett-Packard April 2006 - Present
Electronic Data Systems April 2001 - March 2006
TD Ameritrade March 2000 - April 2001
Education
University of California, San Diego 1994 — 1997
Southwestern College 1992 — 1994
Brendan Culhane's TD Ameritrade Experience January 2000 - July 2001
Job Consumer Protection Compliance at Western Union
Industry Financial Services
Experience
Western Union March 2015 - Present
Western Union June 2014 - March 2015
First Data Corporation November 2011 - June 2014
CoBiz Financial Inc. August 2006 - November 2011
Community Investment Services December 2004 - August 2006
Community Investment Services July 2001 - August 2006
TD Ameritrade January 2000 - July 2001
TD Ameritrade May 1996 - December 1999
TD Ameritrade April 1995 - May 1996
Skills
Auditing, Internal Audit, Financial Analysis, Risk Management, Risk Assessment
Education
State University of New York Institute of Technology at Utica/Rome
Bachelor's degree, Finance
Western Union March 2015 - Present
Western Union June 2014 - March 2015
First Data Corporation November 2011 - June 2014
CoBiz Financial Inc. August 2006 - November 2011
Community Investment Services December 2004 - August 2006
Community Investment Services July 2001 - August 2006
TD Ameritrade January 2000 - July 2001
TD Ameritrade May 1996 - December 1999
TD Ameritrade April 1995 - May 1996
Skills
Auditing, Internal Audit, Financial Analysis, Risk Management, Risk Assessment
Education
State University of New York Institute of Technology at Utica/Rome
Bachelor's degree, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.