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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Jeff Goldfine Jeff Goldfine's TD Ameritrade Experience March 1999 - February 2002
Job VP Sales at Synaptiq Life
Industry Insurance
Experience
Synaptiq Life May 2009 - Present
Goldfine Insurance Services February 2002 - Present
National Insurance Brokerage January 2008 - May 2009
TD Ameritrade March 1999 - February 2002
Skills
Life Insurance, Estate Planning, Long-term Care, Insurance, Sales, Term Life Insurance, Financial Services, Fixed Annuities, New Business Development, Selling, Finance, Property & Casualty..., Health Insurance, Underwriting, Sales Management, Team Building, Disability Insurance, Long Term Care Insurance
Education
Temple University 1979 — 1983
Business
Synaptiq Life May 2009 - Present
Goldfine Insurance Services February 2002 - Present
National Insurance Brokerage January 2008 - May 2009
TD Ameritrade March 1999 - February 2002
Skills
Life Insurance, Estate Planning, Long-term Care, Insurance, Sales, Term Life Insurance, Financial Services, Fixed Annuities, New Business Development, Selling, Finance, Property & Casualty..., Health Insurance, Underwriting, Sales Management, Team Building, Disability Insurance, Long Term Care Insurance
Education
Temple University 1979 — 1983
Business
Joe Gledhill Joe Gledhill's TD Ameritrade Experience December 2012 - Present
Job at
Industry Financial Services
Experience
Scottrade July 2015 - Present
TD Ameritrade December 2012 - Present
US Bancorp December 2010 - December 2012
TD Ameritrade November 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking, Strategic Planning, Wealth Management, Mutual Funds, Investments, Series 7, Financial Planning, Asset Management, Retirement Planning, Asset Allocation, Series 63
Education
Temple University 2000 — 2003
Bachelor's degree, Broadcast Communications and Advertising
Temple University Japan 2000 — 2001
International Studies
Scottrade July 2015 - Present
TD Ameritrade December 2012 - Present
US Bancorp December 2010 - December 2012
TD Ameritrade November 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking, Strategic Planning, Wealth Management, Mutual Funds, Investments, Series 7, Financial Planning, Asset Management, Retirement Planning, Asset Allocation, Series 63
Education
Temple University 2000 — 2003
Bachelor's degree, Broadcast Communications and Advertising
Temple University Japan 2000 — 2001
International Studies
Cameron Rastandeh's TD Ameritrade Experience May 2014 - Present
Job Banking Operations Representative at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade January 2014 - March 2014
Silverleaf Resorts February 2013 - January 2014
Dick's Sporting Goods September 2011 - July 2012
Albertsons November 2010 - September 2011
Skills
Advertising, Merchandising, Retail, Inventory Management, Visual Merchandising, Customer Service, Inventory Control, Time Management, Cashiering, Sales, Customer Satisfaction, Sales Operations, Facebook, Social Networking, Customer Retention, Trade Shows, Lead Generation, Marketing, Leadership, Social Media Marketing
Education
University of North Texas 2011 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.56
Tarrant County College 2009 — 2011
Associate of Arts (AA), Business, 3.68
TD Ameritrade May 2014 - Present
TD Ameritrade January 2014 - March 2014
Silverleaf Resorts February 2013 - January 2014
Dick's Sporting Goods September 2011 - July 2012
Albertsons November 2010 - September 2011
Skills
Advertising, Merchandising, Retail, Inventory Management, Visual Merchandising, Customer Service, Inventory Control, Time Management, Cashiering, Sales, Customer Satisfaction, Sales Operations, Facebook, Social Networking, Customer Retention, Trade Shows, Lead Generation, Marketing, Leadership, Social Media Marketing
Education
University of North Texas 2011 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.56
Tarrant County College 2009 — 2011
Associate of Arts (AA), Business, 3.68
Lindsay Kemp Lindsay Kemp's TD Ameritrade Experience November 2011 - April 2012
Job Administrative Manager at United Capital
Industry Government Administration
Experience
Merrill Lynch September 2013 - April 2014
TD Amer April 2012 - August 2013
TD Ameritrade November 2011 - April 2012
The Company of Rockhouse January 2011 - July 2011
Skills
Customer Service, Microsoft Excel, Teamwork, Research, Microsoft Office, Analytical Skills, Time Management, Organization &..., Government, Securities Market, Task-oriented, Communication, Efficiency, Motivation, Multi Tasking
Education
Tarleton State University 2009 — 2011
Bachelor of Science (BS), Political Science and Government
Tarrant County College 2007 — 2009
Bachelor's of Science, Political Science and Government
Merrill Lynch September 2013 - April 2014
TD Amer April 2012 - August 2013
TD Ameritrade November 2011 - April 2012
The Company of Rockhouse January 2011 - July 2011
Skills
Customer Service, Microsoft Excel, Teamwork, Research, Microsoft Office, Analytical Skills, Time Management, Organization &..., Government, Securities Market, Task-oriented, Communication, Efficiency, Motivation, Multi Tasking
Education
Tarleton State University 2009 — 2011
Bachelor of Science (BS), Political Science and Government
Tarrant County College 2007 — 2009
Bachelor's of Science, Political Science and Government
Fridtjov Markussen Fridtjov Markussen's TD Ameritrade Experience September 2005 - June 2009
Job Helping employers connect with association talent
Industry Information Technology and Services
Experience
Boxwood Technology February 2013 - Present
Waddell & Reed October 2009 - February 2013
TD Ameritrade September 2005 - June 2009
Legg Mason October 2000 - September 2005
Skills
New Business Development, Consultative Sales..., Human Resource..., Full-life Cycle..., Technical Recruiting, Training, Certified Financial..., Portfolio Management, Asset Management, Finance, Customer Service, Recruiting, Investments, Retirement Planning, Financial Services
Education
Swarthmore College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
The American College
Certified Financial Planner Coursework
Boxwood Technology February 2013 - Present
Waddell & Reed October 2009 - February 2013
TD Ameritrade September 2005 - June 2009
Legg Mason October 2000 - September 2005
Skills
New Business Development, Consultative Sales..., Human Resource..., Full-life Cycle..., Technical Recruiting, Training, Certified Financial..., Portfolio Management, Asset Management, Finance, Customer Service, Recruiting, Investments, Retirement Planning, Financial Services
Education
Swarthmore College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
The American College
Certified Financial Planner Coursework
Michelle Zassenhaus Michelle Zassenhaus's TD Ameritrade Experience November 2005 - July 2009
Job User Experience Designer at zHAUS
Industry Online Media
Experience
Freelance / Independent August 2014 - Present
Getty Images August 2004 - Present
TheLadders June 2013 - August 2014
TheLadders August 2011 - June 2013
PlainPicture June 2008 - July 2012
Knewton, Inc July 2009 - March 2011
TD Ameritrade November 2005 - July 2009
zHAUS April 2001 - December 2008
zhaus wellness April 2006 - April 2008
Pearson Branded (now "Pearson & Co") January 2002 - July 2002
Education
Cooper U 2009 — 2009
Interaction Design Practicum
Institute for Integrative Nutrition 2001 — 2006
HHC, Integrative Nutrition
Syracuse University 1992 — 1997
BFA, Art Photography, Aesthetics
Freelance / Independent August 2014 - Present
Getty Images August 2004 - Present
TheLadders June 2013 - August 2014
TheLadders August 2011 - June 2013
PlainPicture June 2008 - July 2012
Knewton, Inc July 2009 - March 2011
TD Ameritrade November 2005 - July 2009
zHAUS April 2001 - December 2008
zhaus wellness April 2006 - April 2008
Pearson Branded (now "Pearson & Co") January 2002 - July 2002
Education
Cooper U 2009 — 2009
Interaction Design Practicum
Institute for Integrative Nutrition 2001 — 2006
HHC, Integrative Nutrition
Syracuse University 1992 — 1997
BFA, Art Photography, Aesthetics
Shelby Ford's TD Ameritrade Experience March 2005 - May 2007
Job Stayathome Mom at Home Homeschool Teacher
Industry Health, Wellness and Fitness
Experience
Home May 2007 - Present
TD Ameritrade March 2005 - May 2007
Skills
Public Speaking, Social Media, Event Planning, Research, Strategy, Teaching, Customer Service, Nonprofits, Risk Management, Management
Education
Tarrant County College 2002 — 2004
Business
Haltom High School 1999 — 2002
Home May 2007 - Present
TD Ameritrade March 2005 - May 2007
Skills
Public Speaking, Social Media, Event Planning, Research, Strategy, Teaching, Customer Service, Nonprofits, Risk Management, Management
Education
Tarrant County College 2002 — 2004
Business
Haltom High School 1999 — 2002
Katy Reed M.A.T. Katy Reed M.A.T.'s TD Ameritrade Experience September 2007 - January 2009
Job Teacher at Fort Worth ISD
Industry Education Management
Experience
Fort Worth ISD August 2009 - Present
TD Ameritrade September 2007 - January 2009
Dillards September 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Teaching Writing, Teaching Reading, teaching math, Team Leadership, Lesson Planning, Maintaining..., Curriculum Design, Curriculum Development, Educational Leadership, Event Planning, Higher Education, Research, Tutoring
Education
Texas Woman's University 2004 — 2010
Master of Arts in Teaching
Tarrant County College 2000 — 2004
Associate's degree
Fort Worth ISD August 2009 - Present
TD Ameritrade September 2007 - January 2009
Dillards September 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Teaching Writing, Teaching Reading, teaching math, Team Leadership, Lesson Planning, Maintaining..., Curriculum Design, Curriculum Development, Educational Leadership, Event Planning, Higher Education, Research, Tutoring
Education
Texas Woman's University 2004 — 2010
Master of Arts in Teaching
Tarrant County College 2000 — 2004
Associate's degree
Chang S. An Chang S. An's TD Ameritrade Experience January 2008 - March 2014
Job Financial Advisor
Industry Financial Services
Experience
USAA March 2014 - Present
TD Ameritrade January 2008 - March 2014
Skills
Equities, Series 63, Series 7, Series 65, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Financial Planners, Insurance
Education
Texas A&M University 1994 — 1998
Bachelor of Business Administration (BBA), Information and Operations Management
USAA March 2014 - Present
TD Ameritrade January 2008 - March 2014
Skills
Equities, Series 63, Series 7, Series 65, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Financial Planners, Insurance
Education
Texas A&M University 1994 — 1998
Bachelor of Business Administration (BBA), Information and Operations Management
Ryan Couch's TD Ameritrade Experience April 2015 - Present
Job Trading, Order Room at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TD Ameritrade October 2014 - April 2015
TD Ameritrade December 2011 - October 2014
Wells Fargo July 2004 - December 2011
Skills
Options, Series 63, Financial Services, Financial Risk, FINRA, Series 7, Banking, Loans, Commercial Banking, Foreign Exchange, Options Strategies, Margin, AML, Sales, Credit Risk, Equities, Futures Trading, Broker-Dealer, Currency Exchange, Financial Analysis, Securities, Brokerage, Foreign Currency, Portfolio Management, Salesforce.com, Electronic Funds..., Stock Management, Investment Portfolio, Anti Money Laundering, Commercial Lending, Portfolio Assessment, Customer Service, Bloomberg Terminal, Bloomberg
Education
Texas Tech University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Texas A&M University-Commerce 2011 — 2014
Master of Business Administration (M.B.A.), Strategic Management
TD Ameritrade April 2015 - Present
TD Ameritrade October 2014 - April 2015
TD Ameritrade December 2011 - October 2014
Wells Fargo July 2004 - December 2011
Skills
Options, Series 63, Financial Services, Financial Risk, FINRA, Series 7, Banking, Loans, Commercial Banking, Foreign Exchange, Options Strategies, Margin, AML, Sales, Credit Risk, Equities, Futures Trading, Broker-Dealer, Currency Exchange, Financial Analysis, Securities, Brokerage, Foreign Currency, Portfolio Management, Salesforce.com, Electronic Funds..., Stock Management, Investment Portfolio, Anti Money Laundering, Commercial Lending, Portfolio Assessment, Customer Service, Bloomberg Terminal, Bloomberg
Education
Texas Tech University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Texas A&M University-Commerce 2011 — 2014
Master of Business Administration (M.B.A.), Strategic Management
Jesse Soto Jesse Soto's TD Ameritrade Experience December 2014 - January 2015
Job Management
Industry Banking
Experience
Bank of America April 2015 - Present
TD Ameritrade December 2014 - January 2015
AT&T April 2014 - December 2014
Best Buy August 2012 - April 2014
Best Buy September 2011 - August 2012
Best Buy April 2010 - September 2011
Best Buy April 2009 - April 2010
Best Buy April 2008 - April 2009
FedEx Express January 2005 - December 2007
Skills
Home Theater, Inventory Control, Merchandising, Retail, Loss Prevention, Retail Sales, Profit, Customer Service, P, Customer Experience, Time Management, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Inventory, Team Building, PowerPoint, Operations Management, Teamwork, POS, Store Operations, Logistics, Management, Leadership, Sales, Customer Satisfaction, Forecasting, Training, Sales Management, Visual Merchandising, Store Management, Inventory Management
Education
Tarrant County College 1999 — 2004
Associate of Arts (AA), Accounting and Business/Management
Bank of America April 2015 - Present
TD Ameritrade December 2014 - January 2015
AT&T April 2014 - December 2014
Best Buy August 2012 - April 2014
Best Buy September 2011 - August 2012
Best Buy April 2010 - September 2011
Best Buy April 2009 - April 2010
Best Buy April 2008 - April 2009
FedEx Express January 2005 - December 2007
Skills
Home Theater, Inventory Control, Merchandising, Retail, Loss Prevention, Retail Sales, Profit, Customer Service, P, Customer Experience, Time Management, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Inventory, Team Building, PowerPoint, Operations Management, Teamwork, POS, Store Operations, Logistics, Management, Leadership, Sales, Customer Satisfaction, Forecasting, Training, Sales Management, Visual Merchandising, Store Management, Inventory Management
Education
Tarrant County College 1999 — 2004
Associate of Arts (AA), Accounting and Business/Management
Miguel Montejano Miguel Montejano's TD Ameritrade Experience February 2015 - Present
Job Entreprenuer
Industry Think Tanks
Experience
TD Ameritrade February 2015 - Present
M & S Marketing Corp. November 2012 - Present
Lithia Auto Stores December 2013 - February 2015
Rentsys Recovery Services February 2011 - November 2012
Skills
Sales, Entrepreneurship, Leadership Development, Team Building, Start-ups, Personal Development, Business Development, Marketing, Account Management, Direct Sales, Sales Process, Negotiation, Sales Operations, Training, New Business Development, Customer Service, Sales Management, B2B
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Biomedical Sciences, Finance
TD Ameritrade February 2015 - Present
M & S Marketing Corp. November 2012 - Present
Lithia Auto Stores December 2013 - February 2015
Rentsys Recovery Services February 2011 - November 2012
Skills
Sales, Entrepreneurship, Leadership Development, Team Building, Start-ups, Personal Development, Business Development, Marketing, Account Management, Direct Sales, Sales Process, Negotiation, Sales Operations, Training, New Business Development, Customer Service, Sales Management, B2B
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Biomedical Sciences, Finance
Joshua Martins Joshua Martins's TD Ameritrade Experience 2006 - 2008
Job Operator at Dex Media Inc
Industry Information Technology and Services
Experience
Dex Media, Inc. January 2013 - Present
Movie Tavern Partners, LLC February 2010 - February 2013
TD Ameritrade 2006 - 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Sales, Social Networking, Social Media, Public Speaking, Marketing, Facebook, Social Media Marketing, Team Leadership, Windows, Photoshop, Research, HTML, Troubleshooting, Computer Hardware, Teaching, Programming, Sales Management, Process Scheduler, Training, Final Cut Pro, Teamwork, Food, CSS, Adobe Creative Suite, Access, Time Management, Logistics, Inventory Management, Video Editing, Management, Outlook, Financial Analysis, Customer Satisfaction, Leadership, OS X, Software Documentation, Data Entry, Team Building, Graphic Design, Budgets, Telephone Skills, Administration, Advertising, iPhone
Education
Tarrant County College 2004 — 2013
Associate's Degree, General Studies, 3.5
Dex Media, Inc. January 2013 - Present
Movie Tavern Partners, LLC February 2010 - February 2013
TD Ameritrade 2006 - 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Sales, Social Networking, Social Media, Public Speaking, Marketing, Facebook, Social Media Marketing, Team Leadership, Windows, Photoshop, Research, HTML, Troubleshooting, Computer Hardware, Teaching, Programming, Sales Management, Process Scheduler, Training, Final Cut Pro, Teamwork, Food, CSS, Adobe Creative Suite, Access, Time Management, Logistics, Inventory Management, Video Editing, Management, Outlook, Financial Analysis, Customer Satisfaction, Leadership, OS X, Software Documentation, Data Entry, Team Building, Graphic Design, Budgets, Telephone Skills, Administration, Advertising, iPhone
Education
Tarrant County College 2004 — 2013
Associate's Degree, General Studies, 3.5
Niki Velleca-Shannon's TD Ameritrade Experience September 2011 - July 2015
Job
Industry Information Technology and Services
Experience
Walmart eCommerce July 2015 - Present
TD Ameritrade September 2011 - July 2015
Cash America September 2009 - September 2011
Cash America July 2001 - September 2009
Skills
Customer Service, Customer Relations, Creative Problem Solving, Analytic Thinking, Results Oriented, Customer Focus, Detail Orientation, Big Picture Thinking, Teamwork, Technical Writing, Technical Management, Technology Management, Goal Oriented, Process Improvement, Big-picture Thinking, Technical Support, Leadership, Call Centers, Quality Assurance, Troubleshooting, Team Leadership, Vendor Management, Business Analysis, Cross-functional Team..., Management, Team Building, Analysis, Project Management, Business Process..., Program Management, SDLC, Visio, Training, Software Documentation, Access, SharePoint, Requirements Analysis, Requirements Gathering, Databases, Risk Management, Data Analysis, SQL, Operating Systems, Business Intelligence, Disaster Recovery, Customer Satisfaction, Problem Solving
Education
Landmark Education
Landmark Education
Tarrant County College 2004 — 2006
AAS, Computer Science
Tarrant County College 2010 — 2011
AAS, Business
Walmart eCommerce July 2015 - Present
TD Ameritrade September 2011 - July 2015
Cash America September 2009 - September 2011
Cash America July 2001 - September 2009
Skills
Customer Service, Customer Relations, Creative Problem Solving, Analytic Thinking, Results Oriented, Customer Focus, Detail Orientation, Big Picture Thinking, Teamwork, Technical Writing, Technical Management, Technology Management, Goal Oriented, Process Improvement, Big-picture Thinking, Technical Support, Leadership, Call Centers, Quality Assurance, Troubleshooting, Team Leadership, Vendor Management, Business Analysis, Cross-functional Team..., Management, Team Building, Analysis, Project Management, Business Process..., Program Management, SDLC, Visio, Training, Software Documentation, Access, SharePoint, Requirements Analysis, Requirements Gathering, Databases, Risk Management, Data Analysis, SQL, Operating Systems, Business Intelligence, Disaster Recovery, Customer Satisfaction, Problem Solving
Education
Landmark Education
Landmark Education
Tarrant County College 2004 — 2006
AAS, Computer Science
Tarrant County College 2010 — 2011
AAS, Business
Jesse Bares's TD Ameritrade Experience August 2013 - May 2014
Job Client Services Specialist I at Bright Horizons
Industry Financial Services
Experience
Bright Horizons June 2014 - Present
TD Ameritrade August 2013 - May 2014
University of Dallas September 2010 - May 2013
RP Valet September 2011 - August 2012
RP Valet June 2010 - August 2011
Monastery of St. Benedict September 2007 - November 2009
Monastery of St. Benedict September 2007 - November 2009
Monastery of St. Benedict September 2008 - March 2009
Skills
Text Editing, Oral & Written..., Microsoft Office, Italian Language, Customer Service, Office Administration, Service Coordination, Teaching, Critical Thinking, Tutoring, Creative Writing, Italian
Education
The University of Dallas 2010 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Texas A&M University 2004 — 2004
Bright Horizons June 2014 - Present
TD Ameritrade August 2013 - May 2014
University of Dallas September 2010 - May 2013
RP Valet September 2011 - August 2012
RP Valet June 2010 - August 2011
Monastery of St. Benedict September 2007 - November 2009
Monastery of St. Benedict September 2007 - November 2009
Monastery of St. Benedict September 2008 - March 2009
Skills
Text Editing, Oral & Written..., Microsoft Office, Italian Language, Customer Service, Office Administration, Service Coordination, Teaching, Critical Thinking, Tutoring, Creative Writing, Italian
Education
The University of Dallas 2010 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Texas A&M University 2004 — 2004
Ken Philips's TD Ameritrade Experience May 2011 - July 2011
Job Securities Analyst at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
TD Ameritrade May 2011 - July 2011
TD Ameritrade May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Analysis, Business Analysis, Facebook, Indian Head Massage, Customer Service, Leadership, Research, Public Speaking
Education
Susquehanna University 2008 — 2012
Bachelor of Science (B.S.), Dual Degree in Finance & Business Administration
Bank of America Merrill Lynch October 2012 - Present
TD Ameritrade May 2011 - July 2011
TD Ameritrade May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Analysis, Business Analysis, Facebook, Indian Head Massage, Customer Service, Leadership, Research, Public Speaking
Education
Susquehanna University 2008 — 2012
Bachelor of Science (B.S.), Dual Degree in Finance & Business Administration
Paulina Kozycz Paulina Kozycz's TD Ameritrade Experience October 2003 - December 2012
Job Realtor at DVG Realty, LLC
Industry Real Estate
Experience
Newlight Property Solutions, LLC RealtorDVG Realty, LLCJanuary 2013 - Present
TD Ameritrade October 2003 - December 2012
Skills
Contract Negotiation, Business Development, Vendor Management, Team Building, Leadership, Sales, Business Planning, Negotiation, Strategic Planning, New Business Development, Start-ups, Marketing, Training, Management Consulting, Selling, Management, Investments, Financial Services, Risk Management, Customer Service
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey
Marketing
Newlight Property Solutions, LLC RealtorDVG Realty, LLCJanuary 2013 - Present
TD Ameritrade October 2003 - December 2012
Skills
Contract Negotiation, Business Development, Vendor Management, Team Building, Leadership, Sales, Business Planning, Negotiation, Strategic Planning, New Business Development, Start-ups, Marketing, Training, Management Consulting, Selling, Management, Investments, Financial Services, Risk Management, Customer Service
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey
Marketing
Adrienne Pavas Hardee Adrienne Pavas Hardee's TD Ameritrade Experience March 2006 - Present
Job Hilton Hotel
Industry Hospitality
Experience
TD Ameritrade March 2006 - Present
Home health care March 2009 - May 2012
La hacienda Ranch August 2004 - November 2004
Sardine's June 1998 - August 2004
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement, Securities, Portfolio Management, Uniform Combined State..., Investment Strategies, Equities
Education
Tarrant County College 1995 — 1997
Business Administration and Management, General
TD Ameritrade March 2006 - Present
Home health care March 2009 - May 2012
La hacienda Ranch August 2004 - November 2004
Sardine's June 1998 - August 2004
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement, Securities, Portfolio Management, Uniform Combined State..., Investment Strategies, Equities
Education
Tarrant County College 1995 — 1997
Business Administration and Management, General
Katherine Ahn Katherine Ahn's TD Ameritrade Experience January 2013 - December 2013
Job Account Executive
Industry Marketing and Advertising
Experience
RPA January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade November 2010 - January 2013
Ross Stores June 2009 - August 2009
Rapp Collins Worldwide February 2009 - April 2009
Austar Entertainment Pty Ltd January 2009 - March 2009
Skills
Marketing, Social Media, Project Management, Creative Strategy, Digital Marketing, Creative Briefs, Email Marketing, Direct Marketing, Marketing Communications, Product Marketing, Cross-sell Marketing, Direct Mail, Strategy, Acquisition Marketing, Marketing Strategy, Integrated Marketing, Digital Strategy, Online Marketing, Lead Generation, Management, Social Media Marketing, Event Planning, Internal Communications
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Marketing and Retail Management
University of Sydney 2009 — 2009
Concentration: Global Politcs and Economics
RPA January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade November 2010 - January 2013
Ross Stores June 2009 - August 2009
Rapp Collins Worldwide February 2009 - April 2009
Austar Entertainment Pty Ltd January 2009 - March 2009
Skills
Marketing, Social Media, Project Management, Creative Strategy, Digital Marketing, Creative Briefs, Email Marketing, Direct Marketing, Marketing Communications, Product Marketing, Cross-sell Marketing, Direct Mail, Strategy, Acquisition Marketing, Marketing Strategy, Integrated Marketing, Digital Strategy, Online Marketing, Lead Generation, Management, Social Media Marketing, Event Planning, Internal Communications
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Marketing and Retail Management
University of Sydney 2009 — 2009
Concentration: Global Politcs and Economics
Bobby Carlton Bobby Carlton's TD Ameritrade Experience June 2013 - Present
Job Developer, Workflow and Process Automation
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
TD Ameritrade March 2011 - June 2013
TD Ameritrade November 2009 - March 2011
TD Ameritrade December 2008 - November 2009
TD Ameritrade February 2008 - December 2008
TD Ameritrade June 2006 - February 2008
Skills
Mutual Funds, Options, VBA, SQL, Series 7, Series 63, JScript, Equity Derivatives, JavaScript, Series 24, Web Applications, Visual C#, Microsoft SQL Server, Securities, ACATS, Web Services, Financial Services, ASP.NET, WPF, Brokerage, Corporate Actions, HTML 5, jQuery, C#, Series 4, ETL, VBScript, Databases, FINRA, Derivatives, Risk Management, Business Intelligence, Business Analysis, HTML, Software Development, .NET, Dimensional Modeling, REST
Education
The University of Texas at Arlington 2002 — 2007
Bachelor's Degress, Finance
Texas A&M University 2000 — 2001
Colleyville Heritage 1996 — 2000
High School Diploma, General
TD Ameritrade June 2013 - Present
TD Ameritrade March 2011 - June 2013
TD Ameritrade November 2009 - March 2011
TD Ameritrade December 2008 - November 2009
TD Ameritrade February 2008 - December 2008
TD Ameritrade June 2006 - February 2008
Skills
Mutual Funds, Options, VBA, SQL, Series 7, Series 63, JScript, Equity Derivatives, JavaScript, Series 24, Web Applications, Visual C#, Microsoft SQL Server, Securities, ACATS, Web Services, Financial Services, ASP.NET, WPF, Brokerage, Corporate Actions, HTML 5, jQuery, C#, Series 4, ETL, VBScript, Databases, FINRA, Derivatives, Risk Management, Business Intelligence, Business Analysis, HTML, Software Development, .NET, Dimensional Modeling, REST
Education
The University of Texas at Arlington 2002 — 2007
Bachelor's Degress, Finance
Texas A&M University 2000 — 2001
Colleyville Heritage 1996 — 2000
High School Diploma, General
Brittany Ali Brittany Ali's TD Ameritrade Experience October 2014 - Present
Job Client Account Services at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade May 2014 - October 2014
TD Ameritrade November 2013 - May 2014
Corinthian Colleges July 2012 - November 2013
CSC July 2011 - July 2012
Skills
Customer Service, Outlook, Microsoft Office, Training, Data Entry, Microsoft Excel, PowerPoint, Leadership, Access, Microsoft Word, Administrative..., Recruiting, Time Management, Software Documentation, Human Resources, PeopleSoft, Research, Administration, Event Planning, Public Speaking, Interviews, Leadership Development, Editing, Administrative...
Education
Texas A&M University 2006 — 2011
Bachelor of Science (B.S.), Sociology
TD Ameritrade October 2014 - Present
TD Ameritrade May 2014 - October 2014
TD Ameritrade November 2013 - May 2014
Corinthian Colleges July 2012 - November 2013
CSC July 2011 - July 2012
Skills
Customer Service, Outlook, Microsoft Office, Training, Data Entry, Microsoft Excel, PowerPoint, Leadership, Access, Microsoft Word, Administrative..., Recruiting, Time Management, Software Documentation, Human Resources, PeopleSoft, Research, Administration, Event Planning, Public Speaking, Interviews, Leadership Development, Editing, Administrative...
Education
Texas A&M University 2006 — 2011
Bachelor of Science (B.S.), Sociology
Phyllis Knowles's TD Ameritrade Experience April 2011 - Present
Job Senior Manager, Operations Control at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
Knowles Consulting February 2010 - November 2011
Frisco Cares 2010 - 2011
Southwest Securities, Inc. September 1998 - February 2010
1st global capital 1992 - 1998
Skills
Operational Risk..., Internal Controls, Compliance, Risk Management, Risk Assessment, Underwriting, Auditing, Investment Management, Recruiting, Budgets, Strategy, Public Speaking, Sales, Process Improvement, Human Resources, Operations Management, Due Diligence, Securities, Hedge Funds, Leadership, Executive Management, Capital Markets, Internal Audit, Training, FINRA, Equities, AML, Financial Services, Series 7, Insurance, Mutual Funds, Mergers & Acquisitions, Financial Risk, Finance, Investments, Portfolio Management, Trading, Series 63, Series 24, Wealth Management, Start-ups, Alternative Investments, Asset Management, Investment Advisory, Relationship Management, Options, Strategic Financial..., Fixed Income, ETFs, Equity Trading
Education
Texas A&M University-Commerce 2008 — 2011
BSBA, Business
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Securities Industry Institute
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Certified Regulatory and Compliance Professional
Texas A&M University 1977 — 1978
Industrial Education
TD Ameritrade April 2011 - Present
Knowles Consulting February 2010 - November 2011
Frisco Cares 2010 - 2011
Southwest Securities, Inc. September 1998 - February 2010
1st global capital 1992 - 1998
Skills
Operational Risk..., Internal Controls, Compliance, Risk Management, Risk Assessment, Underwriting, Auditing, Investment Management, Recruiting, Budgets, Strategy, Public Speaking, Sales, Process Improvement, Human Resources, Operations Management, Due Diligence, Securities, Hedge Funds, Leadership, Executive Management, Capital Markets, Internal Audit, Training, FINRA, Equities, AML, Financial Services, Series 7, Insurance, Mutual Funds, Mergers & Acquisitions, Financial Risk, Finance, Investments, Portfolio Management, Trading, Series 63, Series 24, Wealth Management, Start-ups, Alternative Investments, Asset Management, Investment Advisory, Relationship Management, Options, Strategic Financial..., Fixed Income, ETFs, Equity Trading
Education
Texas A&M University-Commerce 2008 — 2011
BSBA, Business
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Securities Industry Institute
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Certified Regulatory and Compliance Professional
Texas A&M University 1977 — 1978
Industrial Education
Josh Decker Josh Decker's TD Ameritrade Experience October 2003 - October 2004
Job Realtor at Dallas Luxury Realty
Industry Real Estate
Experience
Dallas Luxury Realty November 2013 - Present
Uptown Locators Brokerage Services April 2012 - November 2013
Silberman Realty & ApartmentWIZ April 2010 - April 2012
Aok Apartment Locators July 2008 - June 2009
Abio AHK Realty January 2007 - December 2007
ZipRealty January 2006 - December 2006
TD Ameritrade October 2003 - October 2004
Fidelity Investments September 2000 - October 2003
Skills
Investment Properties, Real Estate, Sellers, Investors, Relocation, Property Management, Foreclosures, Condos, Real Estate Transactions, Residential Homes, Rentals, Marketing, Short Sales, Commercial Real Estate, Buyer Representation, Leases, First Time Home Buyers
Education
Champions Real Estate 2005 — 2005
Real Estate License
Texas A&M Commerce 1997 — 2000
Bussiness
Dallas Luxury Realty November 2013 - Present
Uptown Locators Brokerage Services April 2012 - November 2013
Silberman Realty & ApartmentWIZ April 2010 - April 2012
Aok Apartment Locators July 2008 - June 2009
Abio AHK Realty January 2007 - December 2007
ZipRealty January 2006 - December 2006
TD Ameritrade October 2003 - October 2004
Fidelity Investments September 2000 - October 2003
Skills
Investment Properties, Real Estate, Sellers, Investors, Relocation, Property Management, Foreclosures, Condos, Real Estate Transactions, Residential Homes, Rentals, Marketing, Short Sales, Commercial Real Estate, Buyer Representation, Leases, First Time Home Buyers
Education
Champions Real Estate 2005 — 2005
Real Estate License
Texas A&M Commerce 1997 — 2000
Bussiness
Brian White, CFP® Brian White, CFP®'s TD Ameritrade Experience June 2000 - October 2007
Job Wealth Manager at Spectrum Investment Advisors
Industry Financial Services
Experience
Spectrum Investment Advisors, Inc. November 2007 - Present
TD Ameritrade June 2000 - October 2007
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Investments, Wealth, Mutual Funds, Series 7, Retirement, Financial Planners, Wealth Management, Management
Education
Taylor University 1996 — 2000
Spectrum Investment Advisors, Inc. November 2007 - Present
TD Ameritrade June 2000 - October 2007
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Investments, Wealth, Mutual Funds, Series 7, Retirement, Financial Planners, Wealth Management, Management
Education
Taylor University 1996 — 2000
David Abed-Rabboh's TD Ameritrade Experience April 2011 - May 2015
Job Investment Consultant
Industry Financial Services
Experience
Scottrade May 2015 - Present
TD Ameritrade April 2011 - May 2015
TD Ameritrade July 2009 - April 2011
TD Ameritrade September 2007 - July 2009
Aerotek/TD Ameritrade February 2007 - September 2007
Skills
Leadership, Sales, Investments, Financial Analysis, Business Analysis, Finance, Portfolio Management, Trading, Financial Services, Analysis, Equities, Mutual Funds, Series 7
Education
Texas A&M University 2002 — 2004
Management Business Administration, Business Administration, Management and Operations
Tarrant County College 2000 — 2002
Credits for Transfer, Credit for Transfer
Scottrade May 2015 - Present
TD Ameritrade April 2011 - May 2015
TD Ameritrade July 2009 - April 2011
TD Ameritrade September 2007 - July 2009
Aerotek/TD Ameritrade February 2007 - September 2007
Skills
Leadership, Sales, Investments, Financial Analysis, Business Analysis, Finance, Portfolio Management, Trading, Financial Services, Analysis, Equities, Mutual Funds, Series 7
Education
Texas A&M University 2002 — 2004
Management Business Administration, Business Administration, Management and Operations
Tarrant County College 2000 — 2002
Credits for Transfer, Credit for Transfer
Jessica Ryals Jessica Ryals's TD Ameritrade Experience December 2009 - March 2010
Job Go Team Organizer at NextWave Advocacy, LLC
Industry Human Resources
Experience
NextWave Advocacy, LLC October 2014 - Present
Refresh Cleaning Services LLC March 2013 - Present
Apple inc. August 2010 - August 2013
Steven Singer Jewelers December 2011 - March 2012
TD Ameritrade December 2009 - March 2010
Skills
Microsoft Office, Social Media, PowerPoint, Photoshop, Facebook, Microsoft Word, Microsoft Excel, Public Speaking, Research, Final Cut Pro, Event Planning, Customer Service, Apple Pages, Keynote, Call Centers, Office Management, Banking
Education
Temple University 2009 — 2013
Bachelor's degree, Sociology
NextWave Advocacy, LLC October 2014 - Present
Refresh Cleaning Services LLC March 2013 - Present
Apple inc. August 2010 - August 2013
Steven Singer Jewelers December 2011 - March 2012
TD Ameritrade December 2009 - March 2010
Skills
Microsoft Office, Social Media, PowerPoint, Photoshop, Facebook, Microsoft Word, Microsoft Excel, Public Speaking, Research, Final Cut Pro, Event Planning, Customer Service, Apple Pages, Keynote, Call Centers, Office Management, Banking
Education
Temple University 2009 — 2013
Bachelor's degree, Sociology
Craig Tucker Craig Tucker's TD Ameritrade Experience 1996 - 2000
Job SVP High Net Worth Brokerage Supervisor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank December 2008 - Present
JPMorgan Chase 2002 - 2008
TD Ameritrade 1996 - 2000
Skills
Financial Services, Equities, Securities, Capital Markets, Fixed Income, Risk Management, Derivatives, Relationship Management, Investments, Alternative Investments, Mutual Funds, Private Equity, Series 7, Financial Markets, Investment Management, Emerging Markets, Structured Products, Finance, Investment Advisory, Trading, AML, Wealth Management
Education
Syracuse University 1991 — 1995
Bachelor of Science (B.S.), Marketing
HSBC Private Bank December 2008 - Present
JPMorgan Chase 2002 - 2008
TD Ameritrade 1996 - 2000
Skills
Financial Services, Equities, Securities, Capital Markets, Fixed Income, Risk Management, Derivatives, Relationship Management, Investments, Alternative Investments, Mutual Funds, Private Equity, Series 7, Financial Markets, Investment Management, Emerging Markets, Structured Products, Finance, Investment Advisory, Trading, AML, Wealth Management
Education
Syracuse University 1991 — 1995
Bachelor of Science (B.S.), Marketing
Dale Curington Dale Curington's TD Ameritrade Experience 2009 - Present
Job
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
Pacific Life 2006 - 2009
Skills
Strategic Planning, Investments, Series 7, Series 63, Customer Service, Portfolio Management, Motorcycle Charity..., Series 3, Financial Planning, Asset Allocation, Retirement, Sales
Education
Lesley College 1990 — 1993
MA, Human Resource Management
Texas A&M University 1981 — 1985
BA, Agricultural Economics
TD Ameritrade 2009 - Present
Pacific Life 2006 - 2009
Skills
Strategic Planning, Investments, Series 7, Series 63, Customer Service, Portfolio Management, Motorcycle Charity..., Series 3, Financial Planning, Asset Allocation, Retirement, Sales
Education
Lesley College 1990 — 1993
MA, Human Resource Management
Texas A&M University 1981 — 1985
BA, Agricultural Economics
Eyal Lavie's TD Ameritrade Experience August 2008 - September 2012
Job Vice President of Business Development at CORDA Investment Management
Industry Financial Services
Experience
CORDA Investment Management January 2014 - Present
Selavie Group LLC December 2012 - Present
TD Ameritrade August 2008 - September 2012
Ameriprise Financial Services, Inc. September 2005 - July 2008
F.E Lavie Engineers Inc. April 2003 - August 2005
Denisra March 2002 - April 2003
Denisra International LTD January 2001 - March 2002
Skills
Retirement Planning, Estate Planning, Series 7, Investment Advisory, Finance, Investment Strategies, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Financial Analysis, ETFs, Equities, Securities, Series 65, 401k, IRAs, Series 24, Retirement, Financial Advisory, Alternative Investments, Asset Management, FINRA, Wealth Management..., Investment Management, Fixed Income
Education
Technion - Israel Institute of Technology 1996 — 2001
B.Sc, Water and Soil engineer
CORDA Investment Management January 2014 - Present
Selavie Group LLC December 2012 - Present
TD Ameritrade August 2008 - September 2012
Ameriprise Financial Services, Inc. September 2005 - July 2008
F.E Lavie Engineers Inc. April 2003 - August 2005
Denisra March 2002 - April 2003
Denisra International LTD January 2001 - March 2002
Skills
Retirement Planning, Estate Planning, Series 7, Investment Advisory, Finance, Investment Strategies, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Financial Analysis, ETFs, Equities, Securities, Series 65, 401k, IRAs, Series 24, Retirement, Financial Advisory, Alternative Investments, Asset Management, FINRA, Wealth Management..., Investment Management, Fixed Income
Education
Technion - Israel Institute of Technology 1996 — 2001
B.Sc, Water and Soil engineer
Nancy Coffman Nancy Coffman's TD Ameritrade Experience September 2013 - May 2014
Job Customer Service
Industry Banking
Experience
TD Ameritrade September 2013 - May 2014
US Small Business Administration December 2012 - April 2013
Texas Bank October 2002 - September 2011
BBVA Compass 2002 - 2011
Skills
Outstanding Customer..., •Banking teller, new..., Accounts Receivable, Loans
Education
Tarrant County College
Associate's degree
TD Ameritrade September 2013 - May 2014
US Small Business Administration December 2012 - April 2013
Texas Bank October 2002 - September 2011
BBVA Compass 2002 - 2011
Skills
Outstanding Customer..., •Banking teller, new..., Accounts Receivable, Loans
Education
Tarrant County College
Associate's degree
Michelle Caba Michelle Caba's TD Ameritrade Experience March 2013 - Present
Job Senior Manager, Fixed Income Products at TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade March 2013 - Present
BondDesk Group LLC May 2011 - January 2013
Tradeweb 2005 - 2009
Skills
Fixed Income, Electronic Trading, Bonds, Trading Systems, Bloomberg, Series 63, Series 7, Trading, Alternative Investments, Derivatives, Financial Markets, Capital Markets, Market Data, Asset Management, Risk Management, Equities, Mutual Funds, Hedge Funds, Investments, FX Options, Securities, Project Management, Portfolio Management, Series 24, Structured Products, Options
Education
Columbia University Teachers College 1999 — 2001
MA, Behavioral Psychology
Syracuse University 1994 — 1997
BA, Public Policy
TD Ameritrade March 2013 - Present
BondDesk Group LLC May 2011 - January 2013
Tradeweb 2005 - 2009
Skills
Fixed Income, Electronic Trading, Bonds, Trading Systems, Bloomberg, Series 63, Series 7, Trading, Alternative Investments, Derivatives, Financial Markets, Capital Markets, Market Data, Asset Management, Risk Management, Equities, Mutual Funds, Hedge Funds, Investments, FX Options, Securities, Project Management, Portfolio Management, Series 24, Structured Products, Options
Education
Columbia University Teachers College 1999 — 2001
MA, Behavioral Psychology
Syracuse University 1994 — 1997
BA, Public Policy
Lorne Hurov Lorne Hurov's TD Ameritrade Experience November 2006 - Present
Job Managing Director, Corporate Real Estate & Facilities, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2006 - Present
Capital One 2000 - 2006
AAA Northern California, Nevada & Utah Insurance Exchange 1996 - 1999
IA Interior Architects 1997 - 1998
Bank of America 1986 - 1996
Nurseryland Garden Centers, Inc., a Pier 1 Company 1983 - 1986
Skills
Corporate Real Estate, Real Estate Transactions, Lease Negotiations, Real Estate Development, Contract Negotiation, Real Estate Economics, Commercial Real Estate, Property Management, Acquisitions, Investment Properties, Negotiation, REIT, Facilities Management, Disposition, Transaction Management, Real Estate, Construction, Budgets, Land Acquisition, Strategic Planning, Market Analysis, Relocation, Entitlements, Contract Management, Selling, Lease Administration, Location Intelligence, Portfolio Management, Leases, Property
Education
Texas A&M University
Business Administration & Engineering
Thomas Jefferson School of Law
BSL, JD, Law
TD Ameritrade November 2006 - Present
Capital One 2000 - 2006
AAA Northern California, Nevada & Utah Insurance Exchange 1996 - 1999
IA Interior Architects 1997 - 1998
Bank of America 1986 - 1996
Nurseryland Garden Centers, Inc., a Pier 1 Company 1983 - 1986
Skills
Corporate Real Estate, Real Estate Transactions, Lease Negotiations, Real Estate Development, Contract Negotiation, Real Estate Economics, Commercial Real Estate, Property Management, Acquisitions, Investment Properties, Negotiation, REIT, Facilities Management, Disposition, Transaction Management, Real Estate, Construction, Budgets, Land Acquisition, Strategic Planning, Market Analysis, Relocation, Entitlements, Contract Management, Selling, Lease Administration, Location Intelligence, Portfolio Management, Leases, Property
Education
Texas A&M University
Business Administration & Engineering
Thomas Jefferson School of Law
BSL, JD, Law
James (Matt) Chase James (Matt) Chase's TD Ameritrade Experience July 2012 - October 2014
Job Branch Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
TD Ameritrade July 2012 - October 2014
TD Ameritrade May 2010 - July 2012
Fidelity Investments February 2008 - May 2010
Fidelity Investments August 2006 - February 2008
Ameriprise Financial Services, Inc. November 2004 - August 2006
Skills
Financial Services, Series 63, 401k, Investments, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Series 65, Life & Health Insurance..., Series 6, Qualified Retirement..., Annuity Sales, Sales, Salesforce.com, Retirement Income..., Variable Annuities, Immediate Annuities, Guaranteed Lifetime...
Education
Texas A&M University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments October 2014 - Present
TD Ameritrade July 2012 - October 2014
TD Ameritrade May 2010 - July 2012
Fidelity Investments February 2008 - May 2010
Fidelity Investments August 2006 - February 2008
Ameriprise Financial Services, Inc. November 2004 - August 2006
Skills
Financial Services, Series 63, 401k, Investments, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Series 65, Life & Health Insurance..., Series 6, Qualified Retirement..., Annuity Sales, Sales, Salesforce.com, Retirement Income..., Variable Annuities, Immediate Annuities, Guaranteed Lifetime...
Education
Texas A&M University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Taylor Shobe Taylor Shobe's TD Ameritrade Experience May 2015 - Present
Job Margin Risk Analyst
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
TD Ameritrade November 2013 - May 2015
Ad TelAmerica March 2013 - November 2013
the 100 Dollar Bride January 2012 - December 2012
Skills
Marketing, CRM, Customer Service, Market Research, Management, Data Analysis, Analytics, Business Strategy, Analysis, Marketing Research, Start-ups, Market Analysis, Project Management, Advertising, Cross-functional Team..., Marketing Strategy, Team Leadership, Forecasting, Leadership, Retail, Marketing Management, Business Intelligence, Sales
Education
University of North Texas 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Tarrant County College 2002 — 2004
Associate's degree, Mathematics
TD Ameritrade May 2015 - Present
TD Ameritrade November 2013 - May 2015
Ad TelAmerica March 2013 - November 2013
the 100 Dollar Bride January 2012 - December 2012
Skills
Marketing, CRM, Customer Service, Market Research, Management, Data Analysis, Analytics, Business Strategy, Analysis, Marketing Research, Start-ups, Market Analysis, Project Management, Advertising, Cross-functional Team..., Marketing Strategy, Team Leadership, Forecasting, Leadership, Retail, Marketing Management, Business Intelligence, Sales
Education
University of North Texas 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Tarrant County College 2002 — 2004
Associate's degree, Mathematics
Mark Boothe Mark Boothe's TD Ameritrade Experience April 2008 - October 2013
Job Regional Vice President, Business Development Scottrade Advisor Services
Industry Financial Services
Experience
Scottrade Advisor Services October 2013 - Present
TD Ameritrade April 2008 - October 2013
Banc of America Securities April 2004 - November 2007
Coastal Securities/ProTrader December 1998 - December 2003
Lloyd Wade and Pacific Cortez Securities September 1996 - December 1998
Skills
Practice Management, Custody, Clearing, Electronic Trading, RIA, Business Relationship..., Portfolio Management, Registered Investment..., Derivatives, Futures, Algorithms, Public Speaking, Executive Level..., RIA sales, Hedge Funds, Business and Practice..., Portfolio Rebalancing, Outside Sales, Webinars, Technology Solutions, Technology Sales, Business to Business..., Negotiation, Options, Stock Options, Trading Systems, Securities, Stock Market, Financial Services, CFA Level 1, Stocks, Sales, Chartered Financial..., B2B, Equity Trading, Asset Allocation, Morningstar, Investments, Equities, Financial Advisory, Investment Banking, ETFs, Investment Advisory, Series 63, Investment Strategies, FINRA, Alternative Investments
Education
Texas A&M University 1992 — 1996
Business, Finance and Accounting
Scottrade Advisor Services October 2013 - Present
TD Ameritrade April 2008 - October 2013
Banc of America Securities April 2004 - November 2007
Coastal Securities/ProTrader December 1998 - December 2003
Lloyd Wade and Pacific Cortez Securities September 1996 - December 1998
Skills
Practice Management, Custody, Clearing, Electronic Trading, RIA, Business Relationship..., Portfolio Management, Registered Investment..., Derivatives, Futures, Algorithms, Public Speaking, Executive Level..., RIA sales, Hedge Funds, Business and Practice..., Portfolio Rebalancing, Outside Sales, Webinars, Technology Solutions, Technology Sales, Business to Business..., Negotiation, Options, Stock Options, Trading Systems, Securities, Stock Market, Financial Services, CFA Level 1, Stocks, Sales, Chartered Financial..., B2B, Equity Trading, Asset Allocation, Morningstar, Investments, Equities, Financial Advisory, Investment Banking, ETFs, Investment Advisory, Series 63, Investment Strategies, FINRA, Alternative Investments
Education
Texas A&M University 1992 — 1996
Business, Finance and Accounting
Jennifer Woodward Jennifer Woodward's TD Ameritrade Experience December 2008 - Present
Job Assistant Team Manager Banking Operations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2008 - Present
American Messaging Services 2001 - 2008
American Messaging 1999 - 2008
Skills
Series 63, Series 7, Securities, Financial Services, Mutual Funds, Call Center, FINRA, Process Improvement, Microsoft Excel, Investments, Outlook, Team Building
Education
Tarrant County College 2001 — 2009
Certificate of Completion, Legal Assistant
Texas Christian University 1993 — 1996
Bachelor of Science, Psychology
TD Ameritrade December 2008 - Present
American Messaging Services 2001 - 2008
American Messaging 1999 - 2008
Skills
Series 63, Series 7, Securities, Financial Services, Mutual Funds, Call Center, FINRA, Process Improvement, Microsoft Excel, Investments, Outlook, Team Building
Education
Tarrant County College 2001 — 2009
Certificate of Completion, Legal Assistant
Texas Christian University 1993 — 1996
Bachelor of Science, Psychology
Jeffrey Sonshine Jeffrey Sonshine's TD Ameritrade Experience November 2011 - Present
Job Private Investor
Industry Financial Services
Experience
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Shawn Stone's TD Ameritrade Experience February 2006 - November 2006
Job Systems Integrator, Technical Writer, Web Developer, Podcaster... At your service!
Industry Internet
Experience
In Transition February 2014 - July 2014
Dell Services February 2010 - February 2014
Perot Systems Corporation March 2007 - February 2010
IT Ascent November 2006 - March 2007
TD Ameritrade February 2006 - November 2006
BlueHeronTrail Guild August 2003 - November 2006
A Digital U March 2004 - October 2004
AT&T Wireless March 1999 - January 2003
Tek Systems January 1998 - March 1999
University of Texas at Arlington August 1997 - December 1998
Skills
Unix, Servers, Linux, ITIL, Technical Support, Data Center, SharePoint, Unix Shell Scripting, Bash, HTML, Operating Systems, XML, XPath, FreeBSD, BMC Atrium Orchestrator, Maestro, Wordpress, System Administration, TCP/IP, Shell Scripting, OS X, WordPress, BMC Patrol, Mac, Troubleshooting
Education
Tarrant County College 1992 — 1993
Media Communications
University of North Texas 1987 — 1989
Computer Science
In Transition February 2014 - July 2014
Dell Services February 2010 - February 2014
Perot Systems Corporation March 2007 - February 2010
IT Ascent November 2006 - March 2007
TD Ameritrade February 2006 - November 2006
BlueHeronTrail Guild August 2003 - November 2006
A Digital U March 2004 - October 2004
AT&T Wireless March 1999 - January 2003
Tek Systems January 1998 - March 1999
University of Texas at Arlington August 1997 - December 1998
Skills
Unix, Servers, Linux, ITIL, Technical Support, Data Center, SharePoint, Unix Shell Scripting, Bash, HTML, Operating Systems, XML, XPath, FreeBSD, BMC Atrium Orchestrator, Maestro, Wordpress, System Administration, TCP/IP, Shell Scripting, OS X, WordPress, BMC Patrol, Mac, Troubleshooting
Education
Tarrant County College 1992 — 1993
Media Communications
University of North Texas 1987 — 1989
Computer Science
Felicia Marin Felicia Marin's TD Ameritrade Experience 2007 - 2008
Job Office Manager of Mansfield Office at Carrizo Oil & Gas, Inc.
Industry Oil & Energy
Experience
Carrizo Oil & Gas, Inc. March 2010 - Present
Superior Optimization 2008 - 2010
TD Ameritrade 2007 - 2008
Skills
Energy, Petroleum, Natural Gas, Oil/Gas, Oil & Gas Industry, Oilfield, Upstream, Supervisory Skills, Onshore, Minerals, Energy Industry, Contract Management, Drilling, Titles, Gas
Education
Tarrant County College 2004 — 2010
Carrizo Oil & Gas, Inc. March 2010 - Present
Superior Optimization 2008 - 2010
TD Ameritrade 2007 - 2008
Skills
Energy, Petroleum, Natural Gas, Oil/Gas, Oil & Gas Industry, Oilfield, Upstream, Supervisory Skills, Onshore, Minerals, Energy Industry, Contract Management, Drilling, Titles, Gas
Education
Tarrant County College 2004 — 2010
Kyle McCaw's TD Ameritrade Experience November 2006 - May 2010
Job Broker/Owner, McCaw Properties
Industry Real Estate
Experience
McCaw Properties June 2005 - Present
Carlisle & Gallagher Consulting Group October 2010 - January 2013
TD Ameritrade November 2006 - May 2010
Skills
Forecasting, Investments, Financial Analysis, Contract Negotiation, Mortgage Industry, Loan Modifications, Real Estate Investment, Real Estate Financing, Business Process, Asset Based Lending, Fixed Income Products, business process..., Mortgage Servicing, Quality Assurance, SharePoint, AS400, MSP, Siebel, Salesforce.com, Foreclosures, Real Estate Transactions, REO, Fixed Income, Mortgage Lending, Investment Properties, Credit, Loan Origination, Banking, Analysis, Investors, Finance, Management, Loss Mitigation, IBM iSeries, Efficent, Sellers, Portfolio Management, Property Management, Customer Satisfaction, Home Inspections, Real Estate
Education
Texas A&M University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
McCaw Properties June 2005 - Present
Carlisle & Gallagher Consulting Group October 2010 - January 2013
TD Ameritrade November 2006 - May 2010
Skills
Forecasting, Investments, Financial Analysis, Contract Negotiation, Mortgage Industry, Loan Modifications, Real Estate Investment, Real Estate Financing, Business Process, Asset Based Lending, Fixed Income Products, business process..., Mortgage Servicing, Quality Assurance, SharePoint, AS400, MSP, Siebel, Salesforce.com, Foreclosures, Real Estate Transactions, REO, Fixed Income, Mortgage Lending, Investment Properties, Credit, Loan Origination, Banking, Analysis, Investors, Finance, Management, Loss Mitigation, IBM iSeries, Efficent, Sellers, Portfolio Management, Property Management, Customer Satisfaction, Home Inspections, Real Estate
Education
Texas A&M University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Christian Boddie Christian Boddie's TD Ameritrade Experience October 1995 - April 1997
Job Fixed Income Trade Support/Portfolio Associate
Industry Financial Services
Experience
AIG August 2013 - September 2014
International Market Recruiters March 2009 - August 2013
Deutsche Bank June 2005 - April 2009
JPMorgan Chase September 2001 - June 2005
Citibank April 1997 - August 2001
TD Ameritrade October 1995 - April 1997
Skills
Fixed Income, Settlements, Swaps, Trading Systems, Euroclear, Equities, Customer Relations, Microsoft Office, Bloomberg, Derivatives, FX, Capital Markets, Trading, Corporate Actions, Credit Derivatives, Equity Derivatives, Securities, Emerging Markets, Fixed Income trade..., Series 7, Series 63, Broadridge/ICI Impact, Private Client Services, Project Management, Allocations, New Account Opening, Compliance, MBS Securities, US Treasuries, Settlement, Asset Allocation, Options, FX Options, Asset Management, Customer Service, Trade Operations, Banking, Finance, Investment Banking, Back Office, Investments, Wealth Management, Securitization, Treasury, Financial Services, Rates, Hedge Funds, Interest Rate..., Portfolio Management, Bonds
Education
Syracuse University 1990 — 1994
Bachelor of Arts (BA), Philosophy
Emerson Jr Sr High School 1986 — 1990
AIG August 2013 - September 2014
International Market Recruiters March 2009 - August 2013
Deutsche Bank June 2005 - April 2009
JPMorgan Chase September 2001 - June 2005
Citibank April 1997 - August 2001
TD Ameritrade October 1995 - April 1997
Skills
Fixed Income, Settlements, Swaps, Trading Systems, Euroclear, Equities, Customer Relations, Microsoft Office, Bloomberg, Derivatives, FX, Capital Markets, Trading, Corporate Actions, Credit Derivatives, Equity Derivatives, Securities, Emerging Markets, Fixed Income trade..., Series 7, Series 63, Broadridge/ICI Impact, Private Client Services, Project Management, Allocations, New Account Opening, Compliance, MBS Securities, US Treasuries, Settlement, Asset Allocation, Options, FX Options, Asset Management, Customer Service, Trade Operations, Banking, Finance, Investment Banking, Back Office, Investments, Wealth Management, Securitization, Treasury, Financial Services, Rates, Hedge Funds, Interest Rate..., Portfolio Management, Bonds
Education
Syracuse University 1990 — 1994
Bachelor of Arts (BA), Philosophy
Emerson Jr Sr High School 1986 — 1990
Ed Toner Ed Toner's TD Ameritrade Experience May 2008 - December 2009
Job Chief Information Officer State of Nebraska
Industry Information Technology and Services
Experience
State of Nebraska June 2015 - Present
First Data Corporation December 2009 - June 2015
TD Ameritrade May 2008 - December 2009
TD Ameritrade September 1999 - May 2008
Skills
Vendor Management, IT Strategy, Process Improvement, Business Analysis, SDLC, Agile Methodologies, Business Process..., Business Process, Business Intelligence, Change Management, Data Center, Enterprise Architecture, IT Management, ITIL, Integration, Leadership, Management, PMO, PMP, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, Security, Six Sigma, Software Development, Software Project..., SQL, Unix, Visio
Education
Texas A&M University 1979 — 1983
BS, Engineering
State of Nebraska June 2015 - Present
First Data Corporation December 2009 - June 2015
TD Ameritrade May 2008 - December 2009
TD Ameritrade September 1999 - May 2008
Skills
Vendor Management, IT Strategy, Process Improvement, Business Analysis, SDLC, Agile Methodologies, Business Process..., Business Process, Business Intelligence, Change Management, Data Center, Enterprise Architecture, IT Management, ITIL, Integration, Leadership, Management, PMO, PMP, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, Security, Six Sigma, Software Development, Software Project..., SQL, Unix, Visio
Education
Texas A&M University 1979 — 1983
BS, Engineering
Christophe Ntwari's TD Ameritrade Experience September 2014 - Present
Job RAS Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Leadership, Microsoft Word, Sales, PowerPoint, Research, Process Improvement, Financial Analysis
Education
Temple University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade September 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Leadership, Microsoft Word, Sales, PowerPoint, Research, Process Improvement, Financial Analysis
Education
Temple University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Austin Burton Austin Burton's TD Ameritrade Experience October 2010 - February 2011
Job Account Manager at Pediatric Home Healthcare
Industry Staffing and Recruiting
Experience
Pediatric Home Healthcare May 2013 - Present
Pediatric Home Healthcare April 2012 - April 2013
Siter-Neubauer & Associates December 2011 - May 2012
Pinnacle Technical Resources May 2011 - July 2011
TD Ameritrade October 2010 - February 2011
TD Ameritrade May 2009 - October 2010
TD Ameritrade May 2008 - May 2009
Skills
Microsoft Office, Progata, Jobdiva, Recruiting, Marketing, Sourcing, Call Centers, Customer Service, Interviews, Microsoft Excel, Employee Relations, Human Resources, Microsoft Word, Sales, PowerPoint, Account Management, Project Management, Training, Outlook, Salesforce.com, Coaching, Healthcare, Negotiation, Management, Employee Training, Cold Calling, Applicant Tracking..., Leadership
Education
Texas A&M University - Mays Business School 2004 — 2008
BBA, Human Resources Management
Pediatric Home Healthcare May 2013 - Present
Pediatric Home Healthcare April 2012 - April 2013
Siter-Neubauer & Associates December 2011 - May 2012
Pinnacle Technical Resources May 2011 - July 2011
TD Ameritrade October 2010 - February 2011
TD Ameritrade May 2009 - October 2010
TD Ameritrade May 2008 - May 2009
Skills
Microsoft Office, Progata, Jobdiva, Recruiting, Marketing, Sourcing, Call Centers, Customer Service, Interviews, Microsoft Excel, Employee Relations, Human Resources, Microsoft Word, Sales, PowerPoint, Account Management, Project Management, Training, Outlook, Salesforce.com, Coaching, Healthcare, Negotiation, Management, Employee Training, Cold Calling, Applicant Tracking..., Leadership
Education
Texas A&M University - Mays Business School 2004 — 2008
BBA, Human Resources Management
Jerry Ke Jerry Ke's TD Ameritrade Experience March 2006 - April 2008
Job Senior Auditor, CPA
Industry Financial Services
Experience
DCAA July 2010 - Present
Fidelity Investments April 2008 - July 2010
TD Ameritrade March 2006 - April 2008
Johnson & Johnson January 1997 - March 2000
Skills
GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Texas A&M University-Commerce 2003 — 2005
MBA - Finance, Finance
DCAA July 2010 - Present
Fidelity Investments April 2008 - July 2010
TD Ameritrade March 2006 - April 2008
Johnson & Johnson January 1997 - March 2000
Skills
GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Texas A&M University-Commerce 2003 — 2005
MBA - Finance, Finance
Jeff Gentry Jeff Gentry's TD Ameritrade Experience March 2013 - May 2015
Job Data & Analytics Leader
Industry Financial Services
Experience
Data & Analytics Leader May 2015 - Present
TD Ameritrade March 2013 - May 2015
Technology to Value, LLC April 2000 - June 2013
Fidelity Investments August 2012 - March 2013
Fidelity Investments August 2011 - August 2012
Cogent Company February 2010 - October 2010
Tribal DDB Worldwide April 2006 - July 2009
Tribal DDB Worldwide September 2002 - April 2006
eScribendi, LLC February 2000 - September 2002
Braun Consulting March 2000 - April 2000
Skills
Data Warehousing, Database Design, Business Analysis, ETL, Business Intelligence, Marketing Strategy, Social Media, Data Modeling, Business Process..., Competitive Analysis, Executive Management, Program Management, Product Management, Project Management, User Experience, Websites, CRM, Databases, Leadership, Agile Methodologies, Analytics, Digital Marketing, Requirements Gathering, Data Management, SaaS, Management, Enterprise Architecture, Data Governance, Strategy, Master Data Management, Metadata Management, EIM, Big Data, Technology Architecture, Persona Development, Systems Management, System Administration, Website Assessment, Data Architecture, Data Warehouse..., Software Development, ITIL, Consulting, Process Improvement, Architecture, Architectures
Education
Texas A&M University-Commerce 1982 — 1986
BS, Majors: Computer Science, Mathematics. Minor: Physics
Troup High School 1979 — 1982
Data & Analytics Leader May 2015 - Present
TD Ameritrade March 2013 - May 2015
Technology to Value, LLC April 2000 - June 2013
Fidelity Investments August 2012 - March 2013
Fidelity Investments August 2011 - August 2012
Cogent Company February 2010 - October 2010
Tribal DDB Worldwide April 2006 - July 2009
Tribal DDB Worldwide September 2002 - April 2006
eScribendi, LLC February 2000 - September 2002
Braun Consulting March 2000 - April 2000
Skills
Data Warehousing, Database Design, Business Analysis, ETL, Business Intelligence, Marketing Strategy, Social Media, Data Modeling, Business Process..., Competitive Analysis, Executive Management, Program Management, Product Management, Project Management, User Experience, Websites, CRM, Databases, Leadership, Agile Methodologies, Analytics, Digital Marketing, Requirements Gathering, Data Management, SaaS, Management, Enterprise Architecture, Data Governance, Strategy, Master Data Management, Metadata Management, EIM, Big Data, Technology Architecture, Persona Development, Systems Management, System Administration, Website Assessment, Data Architecture, Data Warehouse..., Software Development, ITIL, Consulting, Process Improvement, Architecture, Architectures
Education
Texas A&M University-Commerce 1982 — 1986
BS, Majors: Computer Science, Mathematics. Minor: Physics
Troup High School 1979 — 1982
Jeremiah Brady Jeremiah Brady's TD Ameritrade Experience May 2014 - October 2014
Job Financial Sales Advisor at BBVA Compass
Industry Health, Wellness and Fitness
Experience
BBVA Compass October 2014 - Present
TD Ameritrade May 2014 - October 2014
Equinox February 2013 - April 2014
Olympia Sports Supplements September 2012 - February 2013
Gaylord Entertainment November 2006 - September 2012
Life Time Fitness April 2009 - July 2011
Skills
Certified Trainer, NASM, Corrective Exercise..., Cpr Certified, AED, First Aid, Hospitality Management, Health, Wellness, Strength Training, Health Education, Personal Training, Exercise Physiology, Customer Service, Functional Training, Leadership, Event Management, Strength & Conditioning, Social Media, Customer Satisfaction, Wellness Coaching, Outlook, Team Building, Marketing, Social Media Marketing, Human Resources, Weight, New Business Development, Spa, Athletics, Injury Prevention, Operant Conditioning, Resorts, Pre-opening, Nutrition, Sports, Menu Development, Facebook, Weight Training, Microsoft Office, Event Planning, Micros, Fine Dining, Front Office, Sales, Social Networking, Fitness Training, Public Speaking, Supplements, Rehabilitation
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (BBA), Major: Finance, Minor: Health Promotions, in progress
Tarrant County College 2008 — 2010
General Studies
Grapevine high school
BBVA Compass October 2014 - Present
TD Ameritrade May 2014 - October 2014
Equinox February 2013 - April 2014
Olympia Sports Supplements September 2012 - February 2013
Gaylord Entertainment November 2006 - September 2012
Life Time Fitness April 2009 - July 2011
Skills
Certified Trainer, NASM, Corrective Exercise..., Cpr Certified, AED, First Aid, Hospitality Management, Health, Wellness, Strength Training, Health Education, Personal Training, Exercise Physiology, Customer Service, Functional Training, Leadership, Event Management, Strength & Conditioning, Social Media, Customer Satisfaction, Wellness Coaching, Outlook, Team Building, Marketing, Social Media Marketing, Human Resources, Weight, New Business Development, Spa, Athletics, Injury Prevention, Operant Conditioning, Resorts, Pre-opening, Nutrition, Sports, Menu Development, Facebook, Weight Training, Microsoft Office, Event Planning, Micros, Fine Dining, Front Office, Sales, Social Networking, Fitness Training, Public Speaking, Supplements, Rehabilitation
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (BBA), Major: Finance, Minor: Health Promotions, in progress
Tarrant County College 2008 — 2010
General Studies
Grapevine high school
Kristen (Missy) Keller, M.S.'s TD Ameritrade Experience June 2012 - August 2012
Job Learning and Development at Gyrodata Incorporated
Industry E-Learning
Experience
Gyrodata Incorporated August 2015 - Present
University of Houston July 2014 - August 2015
Edna A. Rice, Executive Recruiters, Inc. January 2014 - July 2014
Telesis Management Company April 2013 - December 2013
TD Ameritrade June 2012 - August 2012
First Victoria September 2011 - May 2012
Wueste Welle Radio May 2011 - August 2011
Keller & Associates CPAs and KMH Wealth Management May 2009 - August 2009
Victoria Country Club May 2007 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Research, 10 Key, Public Speaking, Clerical Skills, Commercial Banking, Banking, Editing, Event Planning, Training, Leadership
Education
University of Houston 2014 — 2015
Master of Science (MS), Human Resources Development
Texas A&M University 2008 — 2012
International Studies, Communication and Media, Human Resource Developement
Gyrodata Incorporated August 2015 - Present
University of Houston July 2014 - August 2015
Edna A. Rice, Executive Recruiters, Inc. January 2014 - July 2014
Telesis Management Company April 2013 - December 2013
TD Ameritrade June 2012 - August 2012
First Victoria September 2011 - May 2012
Wueste Welle Radio May 2011 - August 2011
Keller & Associates CPAs and KMH Wealth Management May 2009 - August 2009
Victoria Country Club May 2007 - August 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Research, 10 Key, Public Speaking, Clerical Skills, Commercial Banking, Banking, Editing, Event Planning, Training, Leadership
Education
University of Houston 2014 — 2015
Master of Science (MS), Human Resources Development
Texas A&M University 2008 — 2012
International Studies, Communication and Media, Human Resource Developement
Toni Sims Toni Sims's TD Ameritrade Experience January 2011 - May 2012
Job Fraud Analyst at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
TD Ameritrade January 2011 - May 2012
Wells Fargo January 2010 - January 2011
First Tennessee Bank January 2008 - January 2010
New Breed Logistics January 2003 - January 2007
Skills
Great communications..., Multi Tasking, Meet Deadlines, Sales, Call Center, Cash Handling Experience, Microsoft Excel, Microsoft Word, Data Entry, Call Centers, Software Documentation, Customer Service, Outlook, Training, Investment Banking, Customer Satisfaction
Education
Tarrant County College
The University of Memphis
The University of Memphis
Journalism
The University of Memphis
Journalism
Bank of America February 2012 - Present
TD Ameritrade January 2011 - May 2012
Wells Fargo January 2010 - January 2011
First Tennessee Bank January 2008 - January 2010
New Breed Logistics January 2003 - January 2007
Skills
Great communications..., Multi Tasking, Meet Deadlines, Sales, Call Center, Cash Handling Experience, Microsoft Excel, Microsoft Word, Data Entry, Call Centers, Software Documentation, Customer Service, Outlook, Training, Investment Banking, Customer Satisfaction
Education
Tarrant County College
The University of Memphis
The University of Memphis
Journalism
The University of Memphis
Journalism
Chase Turner Chase Turner's TD Ameritrade Experience October 2011 - Present
Job RIA Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
California Family Fitness June 2006 - October 2011
Skills
Financial Services, Sales, Wealth Management, Investments, Leadership, Customer Service, Sales Management
Education
Texas A&M University-Commerce 2012 — 2016
Bachelor of Arts (BA), Organizational Leadership
TD Ameritrade October 2011 - Present
California Family Fitness June 2006 - October 2011
Skills
Financial Services, Sales, Wealth Management, Investments, Leadership, Customer Service, Sales Management
Education
Texas A&M University-Commerce 2012 — 2016
Bachelor of Arts (BA), Organizational Leadership
Jason Braun's TD Ameritrade Experience June 2012 - May 2015
Job Taking a Break!
Industry Health, Wellness and Fitness
Experience
Taking a Break May 2015 - Present
TD Ameritrade June 2012 - May 2015
Edaptive Systems, Inc January 2012 - May 2012
FINRA April 2010 - December 2011
Thomson Reuters September 1998 - April 2010
BTG, Inc January 1989 - August 1998
Skills
SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Requirements Gathering, Business Requirements, Financial Services, Equities, Product Management, Analysis, IT Strategy, User Acceptance Testing, Software Project..., Program Management, Vendor Management, Business Intelligence, Enterprise Architecture
Education
Syracuse University 1977 — 1979
M.S., Applied Mathematics
University at Albany, SUNY 1973 — 1977
B.S., Mathematics/Computer Science
Taking a Break May 2015 - Present
TD Ameritrade June 2012 - May 2015
Edaptive Systems, Inc January 2012 - May 2012
FINRA April 2010 - December 2011
Thomson Reuters September 1998 - April 2010
BTG, Inc January 1989 - August 1998
Skills
SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Requirements Gathering, Business Requirements, Financial Services, Equities, Product Management, Analysis, IT Strategy, User Acceptance Testing, Software Project..., Program Management, Vendor Management, Business Intelligence, Enterprise Architecture
Education
Syracuse University 1977 — 1979
M.S., Applied Mathematics
University at Albany, SUNY 1973 — 1977
B.S., Mathematics/Computer Science
Samuel bakole Samuel bakole's TD Ameritrade Experience January 2011 - Present
Job banking
Industry Banking
Experience
TD Ameritrade January 2011 - Present
Bayview Asset Management, LLC April 2010 - May 2013
Skills
Foreign Languages, Business English, spanish business, Economics, Banking, Investments, Financial Modeling, Portfolio Management, Loans, Risk Management, Financial Services, Credit, Financial Planning, Financial Analysis
Education
Tarrant County College 2015 — 2019
Tarrant County College 2014 — 2015
Associate’s Degree, A
TD Ameritrade January 2011 - Present
Bayview Asset Management, LLC April 2010 - May 2013
Skills
Foreign Languages, Business English, spanish business, Economics, Banking, Investments, Financial Modeling, Portfolio Management, Loans, Risk Management, Financial Services, Credit, Financial Planning, Financial Analysis
Education
Tarrant County College 2015 — 2019
Tarrant County College 2014 — 2015
Associate’s Degree, A
Sarah Blankenship's TD Ameritrade Experience November 2013 - May 2014
Job Customer Service Representative at GM Financial
Industry Automotive
Experience
GM Financial October 2014 - Present
Mercedes Benz June 2014 - September 2014
TD Ameritrade November 2013 - May 2014
CorVel Corporation April 2007 - October 2013
Texas Writ Writers Association July 2011 - December 2011
Student- Tarrant County College and Univ. of Texas August 2004 - April 2007
Skills
Customer Service, Data Entry, Microsoft Office, Legal Research, Outlook, PowerPoint, Microsoft Word, Legal Documents, Access, Legal Writing, Microsoft Excel, Administrative..., Time Management, Team Building, Research, Analysis, File Management, Healthcare, Filing, Office Administration
Education
Walden University 2015 — 2020
Doctor of Philosophy (Ph.D.), Criminal Justice and Corrections
Kaplan University (Online) 2012 — 2014
Master's Degree, Legal Studies, 3.7
The University of Texas at Arlington 2005 — 2009
Bachelors, Criminology and Criminal Justice
Tarrant County College 2002 — 2005
Associates, Criminal Justice
GM Financial October 2014 - Present
Mercedes Benz June 2014 - September 2014
TD Ameritrade November 2013 - May 2014
CorVel Corporation April 2007 - October 2013
Texas Writ Writers Association July 2011 - December 2011
Student- Tarrant County College and Univ. of Texas August 2004 - April 2007
Skills
Customer Service, Data Entry, Microsoft Office, Legal Research, Outlook, PowerPoint, Microsoft Word, Legal Documents, Access, Legal Writing, Microsoft Excel, Administrative..., Time Management, Team Building, Research, Analysis, File Management, Healthcare, Filing, Office Administration
Education
Walden University 2015 — 2020
Doctor of Philosophy (Ph.D.), Criminal Justice and Corrections
Kaplan University (Online) 2012 — 2014
Master's Degree, Legal Studies, 3.7
The University of Texas at Arlington 2005 — 2009
Bachelors, Criminology and Criminal Justice
Tarrant County College 2002 — 2005
Associates, Criminal Justice
David Runyon, CPA, CIA, CFE David Runyon, CPA, CIA, CFE's TD Ameritrade Experience July 2014 - Present
Job Experienced Multifaceted Auditor
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
Covanta January 2014 - June 2014
Covanta February 2012 - January 2014
Covanta Energy June 2009 - February 2012
Grant Thornton LLP June 2008 - April 2009
Eisner LLP October 2006 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Auditing, Process Improvement, PeopleSoft, US GAAP, Financial Accounting, GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2006
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Accounting and Finance
TD Ameritrade July 2014 - Present
Covanta January 2014 - June 2014
Covanta February 2012 - January 2014
Covanta Energy June 2009 - February 2012
Grant Thornton LLP June 2008 - April 2009
Eisner LLP October 2006 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Auditing, Process Improvement, PeopleSoft, US GAAP, Financial Accounting, GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2006
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Accounting and Finance
Emily Jackson Emily Jackson's TD Ameritrade Experience July 2014 - Present
Job Team Manager Retirement Account Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade March 2013 - July 2014
TD Ameritrade March 2012 - March 2013
TD Ameritrade June 2011 - March 2012
Family Pet Clinic January 2011 - May 2011
Family Pet Clinic July 2007 - May 2011
Texas A&M Counseling and Assessment Clinic January 2005 - May 2007
Skills
Customer Service, Multi Tasking, Conflict Resolution, Integrity, Leadership, Solution Driven, Problem Solving, Call Centers, Hiring, Solution Selling, Teamwork, Interviews, Management, Recruiting, Talent Acquisition, Onboarding, Training, Series 63, Coaching, Human Resources, Retail, Series 7, Finance, Sourcing
Education
Texas A&M University 2003 — 2007
Bachelor of Arts, Psychology
Keller High School 1999 — 2003
TD Ameritrade July 2014 - Present
TD Ameritrade March 2013 - July 2014
TD Ameritrade March 2012 - March 2013
TD Ameritrade June 2011 - March 2012
Family Pet Clinic January 2011 - May 2011
Family Pet Clinic July 2007 - May 2011
Texas A&M Counseling and Assessment Clinic January 2005 - May 2007
Skills
Customer Service, Multi Tasking, Conflict Resolution, Integrity, Leadership, Solution Driven, Problem Solving, Call Centers, Hiring, Solution Selling, Teamwork, Interviews, Management, Recruiting, Talent Acquisition, Onboarding, Training, Series 63, Coaching, Human Resources, Retail, Series 7, Finance, Sourcing
Education
Texas A&M University 2003 — 2007
Bachelor of Arts, Psychology
Keller High School 1999 — 2003
Benjamin Dethlefs's TD Ameritrade Experience December 2014 - Present
Job Financial Services Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Staff Care February 2013 - December 2014
Five Sixty by Wolfgang Puck January 2011 - December 2011
Sonoma Grill and Wine Bar May 2007 - July 2010
Bob's Steak and Chop House August 2008 - September 2009
Gaylord Texan Resort June 2005 - April 2007
Skills
Communication, Leadership, Team Leadership, Corporate Communications, Business Strategy, Strategic Planning, Strategic Thinking, Microsoft Office, Decisiveness, Exceptional verbal, Written & Oral..., Oral & Written..., Customer Service, Customer Engagement, Customer Oriented, Success Driven, Challenge Driven, Customer Driven, New Business Development, Budgets, Communication Skills, Negotiation, Marketing, Analysis, Restaurants, Time Management, Strategy, Sales, Cold Calling
Education
University of North Texas 2011 — 2012
BBA, Entrepreneurship, 3.90 GPA
The University of Texas at Arlington 2008 — 2010
Civil Engineering, 3.0 GPA
Tarrant County College 2002 — 2007
Associate of Arts (A.A.), General Studies, 3.25 GPA
TD Ameritrade December 2014 - Present
Staff Care February 2013 - December 2014
Five Sixty by Wolfgang Puck January 2011 - December 2011
Sonoma Grill and Wine Bar May 2007 - July 2010
Bob's Steak and Chop House August 2008 - September 2009
Gaylord Texan Resort June 2005 - April 2007
Skills
Communication, Leadership, Team Leadership, Corporate Communications, Business Strategy, Strategic Planning, Strategic Thinking, Microsoft Office, Decisiveness, Exceptional verbal, Written & Oral..., Oral & Written..., Customer Service, Customer Engagement, Customer Oriented, Success Driven, Challenge Driven, Customer Driven, New Business Development, Budgets, Communication Skills, Negotiation, Marketing, Analysis, Restaurants, Time Management, Strategy, Sales, Cold Calling
Education
University of North Texas 2011 — 2012
BBA, Entrepreneurship, 3.90 GPA
The University of Texas at Arlington 2008 — 2010
Civil Engineering, 3.0 GPA
Tarrant County College 2002 — 2007
Associate of Arts (A.A.), General Studies, 3.25 GPA
Charlie Anglin Charlie Anglin's TD Ameritrade Experience November 2011 - April 2014
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
TD Ameritrade November 2011 - April 2014
JPMorgan Chase & Co. September 2008 - October 2011
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Securities, Portfolio Management, Investment Advisory, Investments, Financial Services, Retirement, ETFs, Equities, Investment Strategies, Financial Advisory, Asset Management, Management, Banking
Education
Texas A&M University 2003 — 2007
Bachelor's degree, Economics
Scottrade April 2014 - Present
TD Ameritrade November 2011 - April 2014
JPMorgan Chase & Co. September 2008 - October 2011
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Securities, Portfolio Management, Investment Advisory, Investments, Financial Services, Retirement, ETFs, Equities, Investment Strategies, Financial Advisory, Asset Management, Management, Banking
Education
Texas A&M University 2003 — 2007
Bachelor's degree, Economics
Dustin Millard Dustin Millard's TD Ameritrade Experience August 2010 - August 2012
Job Sr. Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Charles Schwab 2012 - Present
TD Ameritrade August 2010 - August 2012
Fidelity Investments August 2002 - August 2010
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Charles Schwab 2012 - Present
TD Ameritrade August 2010 - August 2012
Fidelity Investments August 2002 - August 2010
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jacob Briggs, CPA's TD Ameritrade Experience August 2006 - August 2011
Job Manager Consumer Loans Accounting at Cash America
Industry Financial Services
Experience
Hill School August 2014 - Present
Cash America International March 2015 - Present
Cash America International December 2014 - March 2015
Cash America International June 2014 - December 2014
Cash America International December 2013 - June 2014
Neiman Marcus Group November 2012 - November 2013
Sproles Woodard LLP August 2011 - November 2012
TD Ameritrade August 2006 - August 2011
Wells Fargo August 2005 - August 2006
Skills
Accounting, Auditing, Customer Service, Financial Reporting, Customer Satisfaction, Financial Analysis, Team Leadership, Financial Accounting, Internal Controls, GAAP, General Ledger, US GAAP, Audit, CPA, Oracle, Microsoft Excel, Hyperion, Team Building, Finance, Analysis, Account Reconciliation, Financial Services, Corporate Finance
Education
Texas A&M University 2002 — 2005
B.S., Geography
The University of Texas at Arlington - College of Business Administration 2007 — 2010
MBA, Accounting
The University of Texas at Arlington - College of Business Administration 2010 — 2011
MPA, "Master of Professional Accountancy"
Hill School August 2014 - Present
Cash America International March 2015 - Present
Cash America International December 2014 - March 2015
Cash America International June 2014 - December 2014
Cash America International December 2013 - June 2014
Neiman Marcus Group November 2012 - November 2013
Sproles Woodard LLP August 2011 - November 2012
TD Ameritrade August 2006 - August 2011
Wells Fargo August 2005 - August 2006
Skills
Accounting, Auditing, Customer Service, Financial Reporting, Customer Satisfaction, Financial Analysis, Team Leadership, Financial Accounting, Internal Controls, GAAP, General Ledger, US GAAP, Audit, CPA, Oracle, Microsoft Excel, Hyperion, Team Building, Finance, Analysis, Account Reconciliation, Financial Services, Corporate Finance
Education
Texas A&M University 2002 — 2005
B.S., Geography
The University of Texas at Arlington - College of Business Administration 2007 — 2010
MBA, Accounting
The University of Texas at Arlington - College of Business Administration 2010 — 2011
MPA, "Master of Professional Accountancy"
Ivan Parrish Ivan Parrish's TD Ameritrade Experience June 2010 - Present
Job Product Support Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Seniors Helping Seniors 2011 - 2012
Edward Jones June 2007 - September 2009
Pier 1 imports 1998 - 2007
Transport Life Insurance 1992 - 1998
Skills
Customer Satisfaction, SQL, Integration, Account Management, Business Analysis, Visual Basic, Customer Relations, HTML, Insurance, JavaScript, Microsoft Office, Customer Service, Problem Solving, Troubleshooting, Testing
Education
Texas A&M University
BS, Sociology
TD Ameritrade June 2010 - Present
Seniors Helping Seniors 2011 - 2012
Edward Jones June 2007 - September 2009
Pier 1 imports 1998 - 2007
Transport Life Insurance 1992 - 1998
Skills
Customer Satisfaction, SQL, Integration, Account Management, Business Analysis, Visual Basic, Customer Relations, HTML, Insurance, JavaScript, Microsoft Office, Customer Service, Problem Solving, Troubleshooting, Testing
Education
Texas A&M University
BS, Sociology
Lavall Woodhouse's TD Ameritrade Experience April 2012 - April 2012
Job Service Desk Technician
Industry Information Technology and Services
Experience
US Renal Care, Inc. March 2014 - Present
US Renal Care, Inc. November 2013 - March 2014
Landstar/ DCM October 2011 - 2014
Texas Health Resources November 2012 - May 2013
TD Ameritrade April 2012 - April 2012
AIG American General August 2011 - April 2012
American Commercial College October 2008 - January 2011
Dividend Staffing July 2006 - July 2008
U.S. Army - Texas September 1998 - November 2004
Skills
Active Directory, Linux, Windows, VPN, Access Control, A+ Certified, Novell, Mainframe, Microsoft Office, VMware, Citrix, BMC Remedy, Telecommunications, Satellite Communications, Line of Sight, Windows XP Pro, Windows Vista, Windows 7, Microsoft Office 2003, Microsoft Office 2007, microsoft office 2010, CompTIA A, Disaster Recovery, Computer Hardware, Help Desk Support, Networking, Office 2010, Operating Systems, Software Installation, Technical Support, Training, Troubleshooting, Windows Server, Windows XP
Education
Tarrant County College 2011 — 2013
AAS, Information Technology
American Commercial College 2008 — 2009
Computer and Electronics
Noncommissioned Officer Academy 2002 — 2002
Primary Leadership Development
U.S Army GTE 1999 — 1999
Multi-Channel Tranmission System Operator
US Renal Care, Inc. March 2014 - Present
US Renal Care, Inc. November 2013 - March 2014
Landstar/ DCM October 2011 - 2014
Texas Health Resources November 2012 - May 2013
TD Ameritrade April 2012 - April 2012
AIG American General August 2011 - April 2012
American Commercial College October 2008 - January 2011
Dividend Staffing July 2006 - July 2008
U.S. Army - Texas September 1998 - November 2004
Skills
Active Directory, Linux, Windows, VPN, Access Control, A+ Certified, Novell, Mainframe, Microsoft Office, VMware, Citrix, BMC Remedy, Telecommunications, Satellite Communications, Line of Sight, Windows XP Pro, Windows Vista, Windows 7, Microsoft Office 2003, Microsoft Office 2007, microsoft office 2010, CompTIA A, Disaster Recovery, Computer Hardware, Help Desk Support, Networking, Office 2010, Operating Systems, Software Installation, Technical Support, Training, Troubleshooting, Windows Server, Windows XP
Education
Tarrant County College 2011 — 2013
AAS, Information Technology
American Commercial College 2008 — 2009
Computer and Electronics
Noncommissioned Officer Academy 2002 — 2002
Primary Leadership Development
U.S Army GTE 1999 — 1999
Multi-Channel Tranmission System Operator
Kenneth Tolbert Kenneth Tolbert's TD Ameritrade Experience May 2006 - December 2009
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
TD Ameritrade May 2006 - December 2009
Education
University of North Texas 2010 — 2011
Tarrant County College
TIAA-CREF June 2011 - Present
TD Ameritrade May 2006 - December 2009
Education
University of North Texas 2010 — 2011
Tarrant County College
Tejal Ambre Sanghavi Tejal Ambre Sanghavi's TD Ameritrade Experience October 2007 - June 2008
Job Sr. Business Analyst/Project Coordinaor
Industry Information Technology and Services
Experience
Ness Technologies June 2008 - Present
TD Ameritrade October 2007 - June 2008
Bunge September 2006 - October 2007
Education
Syracuse University 2004 — 2005
Ness Technologies June 2008 - Present
TD Ameritrade October 2007 - June 2008
Bunge September 2006 - October 2007
Education
Syracuse University 2004 — 2005
Veronica Boxley Veronica Boxley's TD Ameritrade Experience June 2014 - Present
Job Senior Account Manager, Private Client Service at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade June 2014 - June 2014
GMAC ResCap 2009 - 2013
Skills
Sales, Customer Service, Portfolio Management, Negotiation, Consultative Selling..., Risk Management, Process Improvement, Public Speaking, Leadership, Mortgage Banking, Fundraising, Loss Mitigation, Mortgage Servicing, Real Estate, Loans, Investors
Education
Texas A&M University-Commerce 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas A&M University-Commerce 2003 — 2006
B.A. Bachelor of Arts, Political Science and Government/Criminal Justice
TD Ameritrade June 2014 - Present
TD Ameritrade June 2014 - June 2014
GMAC ResCap 2009 - 2013
Skills
Sales, Customer Service, Portfolio Management, Negotiation, Consultative Selling..., Risk Management, Process Improvement, Public Speaking, Leadership, Mortgage Banking, Fundraising, Loss Mitigation, Mortgage Servicing, Real Estate, Loans, Investors
Education
Texas A&M University-Commerce 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas A&M University-Commerce 2003 — 2006
B.A. Bachelor of Arts, Political Science and Government/Criminal Justice
Mark VanKirk's TD Ameritrade Experience November 2000 - April 2004
Job Senior Marketing, Communication and Business Development Strategist
Industry Marketing and Advertising
Experience
Mark VanKirk Consulting January 2014 - Present
DLA Piper January 2012 - November 2013
Ballard Spahr LLP May 2010 - December 2011
THINK! Partners September 2005 - January 2010
US Airways July 2004 - August 2005
TD Ameritrade November 2000 - April 2004
Skills
Marketing Strategy, Marketing Communications, Legal Marketing, Social Media, Online Marketing, Marketing, Strategy, Public Relations, Creative Direction, Corporate Branding, Strategic Communications, Business Development, Brand Development, Social Media Marketing, Content Strategy, International Marketing, Team Management, CRM, Integrated Marketing, Management
Education
Temple University - James E. Beasley School of Law
Study Abroad - Tokyo, Japan
The George Washington University Law School
Master of Laws (LLM), International and Comparative Law
West Virginia University
Bachelor of Arts (BA), International Relations
West Virginia University College of Law
Doctor of Law (JD), Law
Mark VanKirk Consulting January 2014 - Present
DLA Piper January 2012 - November 2013
Ballard Spahr LLP May 2010 - December 2011
THINK! Partners September 2005 - January 2010
US Airways July 2004 - August 2005
TD Ameritrade November 2000 - April 2004
Skills
Marketing Strategy, Marketing Communications, Legal Marketing, Social Media, Online Marketing, Marketing, Strategy, Public Relations, Creative Direction, Corporate Branding, Strategic Communications, Business Development, Brand Development, Social Media Marketing, Content Strategy, International Marketing, Team Management, CRM, Integrated Marketing, Management
Education
Temple University - James E. Beasley School of Law
Study Abroad - Tokyo, Japan
The George Washington University Law School
Master of Laws (LLM), International and Comparative Law
West Virginia University
Bachelor of Arts (BA), International Relations
West Virginia University College of Law
Doctor of Law (JD), Law
Tom Klieber's TD Ameritrade Experience February 2013 - Present
Job Director at TD Ameritrade
Industry Telecommunications
Experience
TD Ameritrade February 2013 - Present
Comcast 2005 - Present
AT&T 1999 - 2005
IBM 1995 - 2005
Skills
Telecommunications, Strategy, Vision, VoIP, IPv6, Personal Drive, IP, Broadband, MPLS, TCP/IP, Integration, Data Center, Network Design, Management, Cloud Computing, Leadership
Education
Syracuse University 1988 — 1991
MS, Computer Engineering
TD Ameritrade February 2013 - Present
Comcast 2005 - Present
AT&T 1999 - 2005
IBM 1995 - 2005
Skills
Telecommunications, Strategy, Vision, VoIP, IPv6, Personal Drive, IP, Broadband, MPLS, TCP/IP, Integration, Data Center, Network Design, Management, Cloud Computing, Leadership
Education
Syracuse University 1988 — 1991
MS, Computer Engineering
Jeffrey Dzwonkowski's TD Ameritrade Experience February 1996 - March 1999
Job Program Manager at Shutterstock
Industry Internet
Experience
Shutterstock September 2015 - Present
NorthPoint Digital October 2014 - September 2015
R/GA July 2008 - September 2014
R/GA May 2005 - July 2008
R/GA April 2000 - May 2005
Fox News March 1999 - April 2000
TD Ameritrade February 1996 - March 1999
Skills
Digital Marketing, Digital Strategy, Integrated Marketing, E-commerce, Mobile Marketing, Applications, Partnership Development, Vendor Management, Agile Project Management, Scrum, Web Services, Retail Marketing, Web Analytics, Social Media, CMS, Basecamp, Digital Signage, Microsoft Project, Technical Writing, JIRA, Optimization, JavaScript, CSS
Education
Syracuse University - Martin J. Whitman School of Management
B.S. Accounting
New York University - School of Continuing and Professional Studies
Certificate in Multimedia Production
Shutterstock September 2015 - Present
NorthPoint Digital October 2014 - September 2015
R/GA July 2008 - September 2014
R/GA May 2005 - July 2008
R/GA April 2000 - May 2005
Fox News March 1999 - April 2000
TD Ameritrade February 1996 - March 1999
Skills
Digital Marketing, Digital Strategy, Integrated Marketing, E-commerce, Mobile Marketing, Applications, Partnership Development, Vendor Management, Agile Project Management, Scrum, Web Services, Retail Marketing, Web Analytics, Social Media, CMS, Basecamp, Digital Signage, Microsoft Project, Technical Writing, JIRA, Optimization, JavaScript, CSS
Education
Syracuse University - Martin J. Whitman School of Management
B.S. Accounting
New York University - School of Continuing and Professional Studies
Certificate in Multimedia Production
Kristie Renner's TD Ameritrade Experience October 2011 - October 2012
Job at
Industry Financial Services
Experience
The OCC April 2014 - Present
Bank of America October 2012 - March 2014
TD Ameritrade October 2011 - October 2012
TD Ameritrade October 2009 - September 2011
TD Ameritrade January 2007 - September 2009
TD Ameritrade November 2005 - December 2006
TD Ameritrade January 2005 - October 2005
TD Ameritrade October 2002 - December 2004
Skills
Series 7, Series 63, Series 24, Series 4, Kirkpatrick, Microsoft Office, Microsoft Excel, SQL, Visio, SumTotal, Access, Coaching, Risk Management, Process Improvement, Mutual Funds, Securities, Leadership, FINRA, Training, Management, Cross-functional Team..., Program Management, Analytics, Business Development, Software Documentation, Strategic Planning
Education
Texas A&M University 1997 — 2002
Bachelor of Arts, Mathematics
LD Bell
The OCC April 2014 - Present
Bank of America October 2012 - March 2014
TD Ameritrade October 2011 - October 2012
TD Ameritrade October 2009 - September 2011
TD Ameritrade January 2007 - September 2009
TD Ameritrade November 2005 - December 2006
TD Ameritrade January 2005 - October 2005
TD Ameritrade October 2002 - December 2004
Skills
Series 7, Series 63, Series 24, Series 4, Kirkpatrick, Microsoft Office, Microsoft Excel, SQL, Visio, SumTotal, Access, Coaching, Risk Management, Process Improvement, Mutual Funds, Securities, Leadership, FINRA, Training, Management, Cross-functional Team..., Program Management, Analytics, Business Development, Software Documentation, Strategic Planning
Education
Texas A&M University 1997 — 2002
Bachelor of Arts, Mathematics
LD Bell
Bryan Daniel's TD Ameritrade Experience July 2009 - December 2011
Job Online Marketing Manager
Industry Financial Services
Experience
TD Ameritrade July 2009 - December 2011
TD Ameritrade January 2007 - July 2009
TD Ameritrade January 2006 - January 2007
Accounting Systems, Inc January 2001 - January 2002
Professional Edge, Inc January 2000 - January 2001
Skills
SalesForce.com, Social Media, Investments, Fixed Income, Series 7, Process Improvement, Sales Management, Sales Support, Leadership, Strategic Financial..., Business Development, Email Marketing, Management, Customer Service, Salesforce.com, Sales, Marketing Strategy, Financial Services, Team Building, Selling, Strategic Planning, Lead Generation, Cross-functional Team..., Sales Operations, Marketing, Relationship Management, Strategy, Series 63, Call Centers, CRM, FINRA, Risk Management, Finance, Uniform Combined State...
Education
Texas A&M University-Commerce 2006 — 2008
Bachelors of Arts & Applied Science
TD Ameritrade July 2009 - December 2011
TD Ameritrade January 2007 - July 2009
TD Ameritrade January 2006 - January 2007
Accounting Systems, Inc January 2001 - January 2002
Professional Edge, Inc January 2000 - January 2001
Skills
SalesForce.com, Social Media, Investments, Fixed Income, Series 7, Process Improvement, Sales Management, Sales Support, Leadership, Strategic Financial..., Business Development, Email Marketing, Management, Customer Service, Salesforce.com, Sales, Marketing Strategy, Financial Services, Team Building, Selling, Strategic Planning, Lead Generation, Cross-functional Team..., Sales Operations, Marketing, Relationship Management, Strategy, Series 63, Call Centers, CRM, FINRA, Risk Management, Finance, Uniform Combined State...
Education
Texas A&M University-Commerce 2006 — 2008
Bachelors of Arts & Applied Science
Erin Nelson's TD Ameritrade Experience 1999 - 2001
Job Director, Financial Services at The Newport Group
Industry Financial Services
Experience
The Newport Group April 2011 - Present
Clark Consulting an AEGON Company June 2008 - March 2011
Andesa Services October 2005 - June 2008
Clark Consulting 2002 - 2005
TD Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Risk Management, Series 7, Business Analysis, Financial Services, Process Improvement, Employee Benefits, Relationship Management, Insurance, Life Insurance
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Westwood High School 1991 — 1995
The Newport Group April 2011 - Present
Clark Consulting an AEGON Company June 2008 - March 2011
Andesa Services October 2005 - June 2008
Clark Consulting 2002 - 2005
TD Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Risk Management, Series 7, Business Analysis, Financial Services, Process Improvement, Employee Benefits, Relationship Management, Insurance, Life Insurance
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Westwood High School 1991 — 1995
Andrew Broderick's TD Ameritrade Experience March 2014 - March 2015
Job Sr. Software Engineer at TSymmetry
Industry Information Technology and Services
Experience
TSymmetry March 2015 - Present
TD Ameritrade March 2014 - March 2015
STEP Solutions Group LLC October 2012 - December 2013
Thomson Reuters October 2011 - November 2012
RiverGlass Inc. February 2011 - October 2011
Thomson Reuters July 2010 - February 2011
Dotomi, Inc August 2009 - July 2010
Innerworkings September 2008 - June 2009
PEAK6 Investments September 2007 - August 2008
Glenture Group October 2005 - September 2007
Skills
Spring, GWT, Smart GWT, Java, JavaScript, Hibernate, jQuery, Wicket, iBatis, Struts, JSF, JSP, Java Enterprise Edition, Agile Methodologies, Business Intelligence, Architecture, Web Applications, JBoss Application Server, Ant, Velocity, Architectures, Tomcat, REST, Eclipse, Maven, JUnit, Web Development, Spring Framework
Education
TEESSIDE UNIVERSITY 1990 — 1994
BS, Computer Science
Hartlepool College of Further Education
B/TEC Computer Studies
TSymmetry March 2015 - Present
TD Ameritrade March 2014 - March 2015
STEP Solutions Group LLC October 2012 - December 2013
Thomson Reuters October 2011 - November 2012
RiverGlass Inc. February 2011 - October 2011
Thomson Reuters July 2010 - February 2011
Dotomi, Inc August 2009 - July 2010
Innerworkings September 2008 - June 2009
PEAK6 Investments September 2007 - August 2008
Glenture Group October 2005 - September 2007
Skills
Spring, GWT, Smart GWT, Java, JavaScript, Hibernate, jQuery, Wicket, iBatis, Struts, JSF, JSP, Java Enterprise Edition, Agile Methodologies, Business Intelligence, Architecture, Web Applications, JBoss Application Server, Ant, Velocity, Architectures, Tomcat, REST, Eclipse, Maven, JUnit, Web Development, Spring Framework
Education
TEESSIDE UNIVERSITY 1990 — 1994
BS, Computer Science
Hartlepool College of Further Education
B/TEC Computer Studies
Tim Boyd's TD Ameritrade Experience August 2008 - Present
Job Institutional Corporate Services Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2008 - Present
TD Ameritrade 2006 - 2008
TD Ameritrade 2004 - 2006
First Convenience Bank 2002 - 2003
TD Waterhouse / Waterhouse Securities 1990 - 2001
Skills
Active Listener, Delivering Exceptional..., Financial Services, Collaborative Problem..., Exceeding Expectations
Education
The University of Dallas 1996 — 1999
MBA, MIS
Texas A&M University 1985 — 1989
BBA, Finance, General
Hanau American High School
TD Ameritrade August 2008 - Present
TD Ameritrade 2006 - 2008
TD Ameritrade 2004 - 2006
First Convenience Bank 2002 - 2003
TD Waterhouse / Waterhouse Securities 1990 - 2001
Skills
Active Listener, Delivering Exceptional..., Financial Services, Collaborative Problem..., Exceeding Expectations
Education
The University of Dallas 1996 — 1999
MBA, MIS
Texas A&M University 1985 — 1989
BBA, Finance, General
Hanau American High School
Mike Patson's TD Ameritrade Experience 1998 - 2007
Job Data Analyst at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. April 2014 - Present
Ally Financial Inc. December 2013 - April 2014
Santander Consumer USA Inc. November 2009 - December 2013
Triad Financial December 2006 - November 2009
TD Ameritrade 1998 - 2007
Penson Financial 2003 - 2004
Skills
Business Analysis, Call Center, Portfolio Management, Risk Management, Credit Risk, Finance, Team Leadership, Vendor Management, Call Centers, Disaster Recovery, SDLC, Financial Services, Banking, Credit, Project Management, Loss Mitigation, Process Improvement, Visio, Credit Analysis, Consumer Lending, Financial Risk, Loan Servicing, Relationship Management, Loans
Education
Tarrant County College
Santander Consumer USA Inc. April 2014 - Present
Ally Financial Inc. December 2013 - April 2014
Santander Consumer USA Inc. November 2009 - December 2013
Triad Financial December 2006 - November 2009
TD Ameritrade 1998 - 2007
Penson Financial 2003 - 2004
Skills
Business Analysis, Call Center, Portfolio Management, Risk Management, Credit Risk, Finance, Team Leadership, Vendor Management, Call Centers, Disaster Recovery, SDLC, Financial Services, Banking, Credit, Project Management, Loss Mitigation, Process Improvement, Visio, Credit Analysis, Consumer Lending, Financial Risk, Loan Servicing, Relationship Management, Loans
Education
Tarrant County College
Michael Bosco's TD Ameritrade Experience December 2013 - Present
Job Sr. Manager, Digital Marketing at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade December 2013 - Present
ZenithOptimedia February 2012 - December 2013
Moxie Interactive / Zenith Digital March 2009 - February 2012
Moxie Interactive March 2008 - August 2009
Moxie Interactive (Publicis) 2008 - August 2009
Beyond Interactive December 2005 - February 2008
Skills
comScore, Media Planning, Digital Marketing, Google Adwords, PPC, Copywriting, Online Advertising, Digital Strategy, Interactive Marketing, Media Buying, Media Strategy, Mobile Marketing, Video, Interactive Advertising, Integrated Marketing, Digital Media
Education
Syracuse University 1998 — 2002
BS, Advertising
TD Ameritrade December 2013 - Present
ZenithOptimedia February 2012 - December 2013
Moxie Interactive / Zenith Digital March 2009 - February 2012
Moxie Interactive March 2008 - August 2009
Moxie Interactive (Publicis) 2008 - August 2009
Beyond Interactive December 2005 - February 2008
Skills
comScore, Media Planning, Digital Marketing, Google Adwords, PPC, Copywriting, Online Advertising, Digital Strategy, Interactive Marketing, Media Buying, Media Strategy, Mobile Marketing, Video, Interactive Advertising, Integrated Marketing, Digital Media
Education
Syracuse University 1998 — 2002
BS, Advertising
Eric Whitworth's TD Ameritrade Experience September 2007 - December 2008
Job Regional Investement Advisor at Fidelity Investments Institutional Services
Industry Financial Services
Experience
Fidelity Investments Institutional Services November 2009 - Present
TD Ameritrade September 2007 - December 2008
TD Ameritrade January 2006 - September 2007
TD Ameritrade August 2005 - January 2006
TD Ameritrade November 2004 - August 2005
Education
Texas A&M University 1996 — 1999
Fidelity Investments Institutional Services November 2009 - Present
TD Ameritrade September 2007 - December 2008
TD Ameritrade January 2006 - September 2007
TD Ameritrade August 2005 - January 2006
TD Ameritrade November 2004 - August 2005
Education
Texas A&M University 1996 — 1999
Christina Grendon's TD Ameritrade Experience June 2014 - Present
Job Manager, Brand Strategy at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
Sprint Nextel January 2012 - May 2014
NBC Universal December 2007 - December 2011
NBC Universal June 2006 - December 2007
NBC Universal June 2005 - August 2005
Party City May 2004 - August 2004
Skills
Digital Marketing, Digital Media, Facebook, Market Planning, Social Media, Media Planning, Brand Management, Marketing Strategy, Online Advertising, Social Media Marketing, Digital Strategy, Market Research, Sales, Mobile Marketing, Media Buying
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Marketing, Product Management
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
B.S., Marketing
Syracuse University - S.I. Newhouse School of Public Communications 2002 — 2006
B.S., Public Relations
TD Ameritrade June 2014 - Present
Sprint Nextel January 2012 - May 2014
NBC Universal December 2007 - December 2011
NBC Universal June 2006 - December 2007
NBC Universal June 2005 - August 2005
Party City May 2004 - August 2004
Skills
Digital Marketing, Digital Media, Facebook, Market Planning, Social Media, Media Planning, Brand Management, Marketing Strategy, Online Advertising, Social Media Marketing, Digital Strategy, Market Research, Sales, Mobile Marketing, Media Buying
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Marketing, Product Management
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
B.S., Marketing
Syracuse University - S.I. Newhouse School of Public Communications 2002 — 2006
B.S., Public Relations
Nick Uljaj's TD Ameritrade Experience January 2002 - January 2004
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
Heather Kahlfeldt's TD Ameritrade Experience July 2013 - Present
Job Human Resources Manager at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade July 2013 - Present
Towers Watson 2010 - July 2013
Watson Wyatt 2007 - 2010
TriNet 2006 - 2007
DS Waters 2004 - 2006
CompuCom Systems 2003 - 2004
Hewitt Associates 2000 - 2003
Arthur Andersen 1997 - 1999
Skills
Employee Benefits, Talent Management, HR Consulting, Performance Management, HRIS, Organizational..., Human Resources, Workforce Planning, HR Transformation, Organizational Design, Succession Planning
Education
Texas A&M University
TD Ameritrade July 2013 - Present
Towers Watson 2010 - July 2013
Watson Wyatt 2007 - 2010
TriNet 2006 - 2007
DS Waters 2004 - 2006
CompuCom Systems 2003 - 2004
Hewitt Associates 2000 - 2003
Arthur Andersen 1997 - 1999
Skills
Employee Benefits, Talent Management, HR Consulting, Performance Management, HRIS, Organizational..., Human Resources, Workforce Planning, HR Transformation, Organizational Design, Succession Planning
Education
Texas A&M University
Leo Varriale, CRPC®'s TD Ameritrade Experience November 2009 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2009 - Present
Ameriprise Financial December 2006 - July 2009
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Asset Management, Investments, Retirement, Retirement Planning, Securities, Uniform Combined State..., Wealth Management, Financial Services, Investment Advisory, Finance, Portfolio Management, Equities, Fixed Income, Financial Planning, Investment Strategies, Financial Advisory
Education
Syracuse University 2002 — 2006
Bachelor's degree, Finance
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance
TD Ameritrade November 2009 - Present
Ameriprise Financial December 2006 - July 2009
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Asset Management, Investments, Retirement, Retirement Planning, Securities, Uniform Combined State..., Wealth Management, Financial Services, Investment Advisory, Finance, Portfolio Management, Equities, Fixed Income, Financial Planning, Investment Strategies, Financial Advisory
Education
Syracuse University 2002 — 2006
Bachelor's degree, Finance
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor's degree, Finance
Nick Zomper's TD Ameritrade Experience December 2012 - Present
Job Senior Resource Specialist at TD
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
TD Ameritrade November 2011 - December 2012
Taco Bell June 2010 - November 2011
Main Event Entertainment October 2004 - June 2010
Skills
Team Building, Training, Customer Service, Customer Satisfaction, Hiring, Sales, Team Leadership, Employee Training, Inventory Management, Leadership, Cold Calling, Performance Management, Recruiting
Education
Texas Tech University - Rawls College of Business 2008 — 2009
2011, Business
Tarrant County College 1999 — 2003
TD Ameritrade December 2012 - Present
TD Ameritrade November 2011 - December 2012
Taco Bell June 2010 - November 2011
Main Event Entertainment October 2004 - June 2010
Skills
Team Building, Training, Customer Service, Customer Satisfaction, Hiring, Sales, Team Leadership, Employee Training, Inventory Management, Leadership, Cold Calling, Performance Management, Recruiting
Education
Texas Tech University - Rawls College of Business 2008 — 2009
2011, Business
Tarrant County College 1999 — 2003
Branden George's TD Ameritrade Experience January 2006 - January 2007
Job General Securities Trader at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services November 2010 - Present
H.D. Vest Financial Services January 2007 - February 2012
TD Ameritrade January 2006 - January 2007
Universal Computer Systems September 2003 - December 2005
Skills
Series 7, Risk Management, Mutual Funds, Investments, Portfolio Management, Series 24, Series 4, Series 53, Series 63, Securities, Trading
Education
Texas A&M University 2003 — 2005
Bachelor's degree, Political Science and Government
First Command Financial Services November 2010 - Present
H.D. Vest Financial Services January 2007 - February 2012
TD Ameritrade January 2006 - January 2007
Universal Computer Systems September 2003 - December 2005
Skills
Series 7, Risk Management, Mutual Funds, Investments, Portfolio Management, Series 24, Series 4, Series 53, Series 63, Securities, Trading
Education
Texas A&M University 2003 — 2005
Bachelor's degree, Political Science and Government
Saleem Banatwala, CFA's TD Ameritrade Experience January 1999 - December 2004
Job Director, Portfolio Construction at Prudential Investments
Industry Financial Services
Experience
Prudential Investments January 2013 - Present
Portfolio Evaluations, Inc. November 2008 - February 2013
T Rowe Price March 2004 - October 2008
TD Ameritrade January 1999 - December 2004
Education
Texas A&M University 1992 — 1997
Prudential Investments January 2013 - Present
Portfolio Evaluations, Inc. November 2008 - February 2013
T Rowe Price March 2004 - October 2008
TD Ameritrade January 1999 - December 2004
Education
Texas A&M University 1992 — 1997
Emem Inyang MBA(Dallas), LLB, BL(NIG)'s TD Ameritrade Experience October 2005 - March 2007
Job JD,Texas A&M University school of law (2015). Awaiting Bar Result
Industry Legal Services
Experience
Parkland Hospital May 2014 - Present
Parkland Hospital 2014 - 2014
Fidelity Investments April 2007 - August 2012
Fidelity Investments April 2007 - March 2008
TD Ameritrade October 2005 - March 2007
Skills
Risk Management, Financial Analysis, Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Investments, Retirement Planning, Series 24, FINRA, Equities, Uniform Combined State..., Investment Advisory, Retirement, Banking
Education
Texas A&M University School of Law 2012 — 2015
JD, Law
The University of Dallas 2007 — 2009
MBA, CORPORATE FINANCE
The University of Uyo 1994 — 2000
Law, Law
Parkland Hospital May 2014 - Present
Parkland Hospital 2014 - 2014
Fidelity Investments April 2007 - August 2012
Fidelity Investments April 2007 - March 2008
TD Ameritrade October 2005 - March 2007
Skills
Risk Management, Financial Analysis, Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Investments, Retirement Planning, Series 24, FINRA, Equities, Uniform Combined State..., Investment Advisory, Retirement, Banking
Education
Texas A&M University School of Law 2012 — 2015
JD, Law
The University of Dallas 2007 — 2009
MBA, CORPORATE FINANCE
The University of Uyo 1994 — 2000
Law, Law
Darra Boyd's TD Ameritrade Experience July 2007 - September 2007
Job Ajna Media & Marketing Group
Industry Marketing and Advertising
Experience
Ajna Media & Marketing Group July 2006 - Present
SAG-AFTRA 2006 - Present
TD Ameritrade July 2007 - September 2007
Foote, Cone & Belding 2005 - 2006
Bristol-Myers Squibb 2004 - 2005
BSA ADVERTISING 2002 - 2004
TMP Worldwide 1997 - 2002
Skills
Marketing Communications, Marketing, Market Research, Strategic Planning, Marketing Strategy, CRM
Education
Syracuse University 1989 — 1994
Bachelors, International Relations
Woodlands High School 1982 — 1986
Ajna Media & Marketing Group July 2006 - Present
SAG-AFTRA 2006 - Present
TD Ameritrade July 2007 - September 2007
Foote, Cone & Belding 2005 - 2006
Bristol-Myers Squibb 2004 - 2005
BSA ADVERTISING 2002 - 2004
TMP Worldwide 1997 - 2002
Skills
Marketing Communications, Marketing, Market Research, Strategic Planning, Marketing Strategy, CRM
Education
Syracuse University 1989 — 1994
Bachelors, International Relations
Woodlands High School 1982 — 1986
Timothy Macarak,CFP®'s TD Ameritrade Experience December 2008 - October 2009
Job Wealth Advisor, West Capital Mgmt.
Industry Financial Services
Experience
West Capital Management August 2014 - Present
BNY Mellon October 2009 - August 2014
TD Ameritrade December 2008 - October 2009
Piper Jaffray June 2006 - June 2008
BNY Mellon June 2004 - June 2006
Skills
Investments, Fixed Income, Financial Advisory, Trading, Marketing, Program Management, Structured Products, Sales, Sales Operations, Institutional..., Mutual Funds, Research, Financial Services, Portfolio Management, Series 7
Education
Temple University 2001 — 2004
Bachelor's Degree, Political Science, Economics
West Capital Management August 2014 - Present
BNY Mellon October 2009 - August 2014
TD Ameritrade December 2008 - October 2009
Piper Jaffray June 2006 - June 2008
BNY Mellon June 2004 - June 2006
Skills
Investments, Fixed Income, Financial Advisory, Trading, Marketing, Program Management, Structured Products, Sales, Sales Operations, Institutional..., Mutual Funds, Research, Financial Services, Portfolio Management, Series 7
Education
Temple University 2001 — 2004
Bachelor's Degree, Political Science, Economics
Sirrod Garrett's TD Ameritrade Experience August 1999 - December 2014
Job Supervision Principal at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services January 2015 - Present
FireSites Online October 2013 - December 2014
TD Ameritrade August 1999 - December 2014
TD Ameritrade 2005 - 2006
TD Ameritrade 2003 - 2006
TD Ameritrade 1999 - 2003
FEDEX KINKOS March 1995 - August 1999
Skills
Mutual Funds, Series 63, Customer Service, Uniform Combined State..., Securities, Insurance, Asset Allocation, Leadership, Portfolio Management, Coaching, Investment Advisory, Salesforce.com, Equities, Series 65, Fixed Income, Trading, Risk Management, Investments, Asset Management, Options, Financial Services, Relationship Management, Wealth Management
Education
Tarrant County College
First Command Financial Services January 2015 - Present
FireSites Online October 2013 - December 2014
TD Ameritrade August 1999 - December 2014
TD Ameritrade 2005 - 2006
TD Ameritrade 2003 - 2006
TD Ameritrade 1999 - 2003
FEDEX KINKOS March 1995 - August 1999
Skills
Mutual Funds, Series 63, Customer Service, Uniform Combined State..., Securities, Insurance, Asset Allocation, Leadership, Portfolio Management, Coaching, Investment Advisory, Salesforce.com, Equities, Series 65, Fixed Income, Trading, Risk Management, Investments, Asset Management, Options, Financial Services, Relationship Management, Wealth Management
Education
Tarrant County College
Kristie Sells's TD Ameritrade Experience September 2008 - January 2013
Job HR Leader Seeking New Opportunity (Open to Relocation; Full Time and/or Contract Roles)
Industry Human Resources
Experience
Multiview November 2013 - May 2014
ADP January 2013 - November 2013
TD Ameritrade September 2008 - January 2013
Administaff September 2006 - September 2008
JPS Health Network February 2006 - September 2006
Haggar Clothing Co. April 2005 - February 2006
Dunn Commercial, LP March 2003 - April 2005
Kelly Services September 2001 - February 2003
Tarleton State University September 2000 - September 2001
Raytheon 1999 - 2000
Skills
Employee Relations, Employee Engagement, Recruiting, Employee Benefits, Personnel Management, Onboarding, Talent Acquisition, Training, HR Consulting, Change Management, Management, Leadership, Benefits Administration, Succession Planning, Performance Management, Risk Management, Market Pricing, Deferred Compensation, Job Pricing, Pay Equity, Workforce Planning, HRIS, CRM, Strategic HR, Employee Training, Compensation Strategies, Pay for Performance, Lean Transformation, Payroll, FMLA, Program Management, Interviews, HR Policies, New Hire Orientations, Applicant Tracking..., Labor Relations, Hiring, SPHR, ADP Payroll, Organizational Design, Job Analysis, Internet Recruiting, Organizational..., College Recruiting, Compensation & Benefit, Compensation..., Total Rewards, PeopleSoft, Talent Management, Executive Coaching
Education
Tarleton State University 1995 — 2000
BBA, HR
Multiview November 2013 - May 2014
ADP January 2013 - November 2013
TD Ameritrade September 2008 - January 2013
Administaff September 2006 - September 2008
JPS Health Network February 2006 - September 2006
Haggar Clothing Co. April 2005 - February 2006
Dunn Commercial, LP March 2003 - April 2005
Kelly Services September 2001 - February 2003
Tarleton State University September 2000 - September 2001
Raytheon 1999 - 2000
Skills
Employee Relations, Employee Engagement, Recruiting, Employee Benefits, Personnel Management, Onboarding, Talent Acquisition, Training, HR Consulting, Change Management, Management, Leadership, Benefits Administration, Succession Planning, Performance Management, Risk Management, Market Pricing, Deferred Compensation, Job Pricing, Pay Equity, Workforce Planning, HRIS, CRM, Strategic HR, Employee Training, Compensation Strategies, Pay for Performance, Lean Transformation, Payroll, FMLA, Program Management, Interviews, HR Policies, New Hire Orientations, Applicant Tracking..., Labor Relations, Hiring, SPHR, ADP Payroll, Organizational Design, Job Analysis, Internet Recruiting, Organizational..., College Recruiting, Compensation & Benefit, Compensation..., Total Rewards, PeopleSoft, Talent Management, Executive Coaching
Education
Tarleton State University 1995 — 2000
BBA, HR
Marcus Burns's TD Ameritrade Experience November 2012 - March 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Apryl L. Goodwin's TD Ameritrade Experience 2010 - 2010
Job Records Analyst ,Data Entry , Administrative Support Seeking Full Time Position
Industry Oil & Energy
Experience
XTO Energy/EXXON MOBIL July 2010 - September 2015
TD Ameritrade 2010 - 2010
Forestar Group (Oil &Gas) 2009 - 2009
Con-way, Inc June 2003 - December 2008
Central Parking Systems - Burnett Plaza Garage 2000 - 2002
Burlington Resources (Oil & Gas) June 1998 - June 1999
Skills
Administrative Work, Microsoft Office, Data Entry, Filing, Access, Outlook, Analysis, Payroll, Management, Accounts Payable, Leadership, Quorom, Training, Confidentiality, Intranet Quorum, Administrative..., Microsoft Word, Records Management, Software Documentation, Administration, Administrative..., Microsoft Excel
Education
Tarrant County College 1998 — 2000
General Studies & Office Procedures
XTO Energy/EXXON MOBIL July 2010 - September 2015
TD Ameritrade 2010 - 2010
Forestar Group (Oil &Gas) 2009 - 2009
Con-way, Inc June 2003 - December 2008
Central Parking Systems - Burnett Plaza Garage 2000 - 2002
Burlington Resources (Oil & Gas) June 1998 - June 1999
Skills
Administrative Work, Microsoft Office, Data Entry, Filing, Access, Outlook, Analysis, Payroll, Management, Accounts Payable, Leadership, Quorom, Training, Confidentiality, Intranet Quorum, Administrative..., Microsoft Word, Records Management, Software Documentation, Administration, Administrative..., Microsoft Excel
Education
Tarrant County College 1998 — 2000
General Studies & Office Procedures
Erik Frazier's TD Ameritrade Experience February 2000 - June 2007
Job Field Service Agent
Industry Information Technology and Services
Experience
Quench USA, Inc. October 2010 - Present
TD Ameritrade February 2000 - June 2007
Skills
Troubleshooting, Microsoft Excel, Access, Photoshop, Computer Hardware, Customer Service, Telecommunications, Microsoft Office, Windows, Process Improvement, Citrix, Salesforce.com, Disaster Recovery, Customer Satisfaction, Analysis
Education
Syracuse University 1994 — 1998
BS, Information Systems and Technology
Quench USA, Inc. October 2010 - Present
TD Ameritrade February 2000 - June 2007
Skills
Troubleshooting, Microsoft Excel, Access, Photoshop, Computer Hardware, Customer Service, Telecommunications, Microsoft Office, Windows, Process Improvement, Citrix, Salesforce.com, Disaster Recovery, Customer Satisfaction, Analysis
Education
Syracuse University 1994 — 1998
BS, Information Systems and Technology
Valeriy Shulyak's TD Ameritrade Experience July 2013 - April 2014
Job Portfolio Compliance Analyst at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. April 2014 - Present
U.S. Army National Guard 2011 - Present
TD Ameritrade July 2013 - April 2014
TD Ameritrade October 2011 - July 2013
TD Ameritrade April 2008 - October 2011
TD Ameritrade August 2007 - April 2008
United States Marine Corps July 2000 - July 2004
Skills
Series 7, Options, Risk Management, Equities, FINRA, Trading, Series 63, Mutual Funds, Leadership, Military, Military Experience, Back Office, SQL, Access, Brokerage, Infantry Tactics, Series 24, Financial Services, Portfolio Compliance
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Arlington - College of Business 2006 — 2008
BBA, Finance
Tarrant County College 2004 — 2006
Associate, Arts
Oak Hill Advisors, L.P. April 2014 - Present
U.S. Army National Guard 2011 - Present
TD Ameritrade July 2013 - April 2014
TD Ameritrade October 2011 - July 2013
TD Ameritrade April 2008 - October 2011
TD Ameritrade August 2007 - April 2008
United States Marine Corps July 2000 - July 2004
Skills
Series 7, Options, Risk Management, Equities, FINRA, Trading, Series 63, Mutual Funds, Leadership, Military, Military Experience, Back Office, SQL, Access, Brokerage, Infantry Tactics, Series 24, Financial Services, Portfolio Compliance
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Arlington - College of Business 2006 — 2008
BBA, Finance
Tarrant County College 2004 — 2006
Associate, Arts
Blaine Brawley's TD Ameritrade Experience December 2014 - August 2015
Job Account Executive at Goosehead Insurance Agency
Industry Insurance
Experience
Goosehead Insurance Agency September 2015 - Present
TD Ameritrade December 2014 - August 2015
Sun & Ski July 2014 - December 2014
BTB's Specialities April 2013 - August 2013
University of Missouri May 2012 - May 2013
UCLA 2011 - 2012
UCLA September 2011 - November 2011
Kanakuk Kamps 2010 - 2011
Texas A&M University 2009 - 2011
Kanakuk Kamps 2007 - 2008
Skills
Event Management, Customer Service, Microsoft Office, Event Planning, Sports Management, Public Speaking, Coaching, Time Management, Team Building, Sports, Staff Management, Social Media, Lifeguarding, PowerPoint, Microsoft Excel, Management, Leadership, Certified Pool Operator, Swim Lessons, Water Safety Instructor, Bicycle Repair, Staff Scheduling, Lifeguard Instructor, Budgets, Social Media Marketing, Cpr Certified, Recruiting, Program Management, Teaching, Administration, Editing, Retail Sales, Insurance, Salesforce.com
Education
Texas A&M University 2009 — 2011
Master of Science, Sports Management
Texas A&M University 2005 — 2009
Bachelor of Science, Sports Management
Goosehead Insurance Agency September 2015 - Present
TD Ameritrade December 2014 - August 2015
Sun & Ski July 2014 - December 2014
BTB's Specialities April 2013 - August 2013
University of Missouri May 2012 - May 2013
UCLA 2011 - 2012
UCLA September 2011 - November 2011
Kanakuk Kamps 2010 - 2011
Texas A&M University 2009 - 2011
Kanakuk Kamps 2007 - 2008
Skills
Event Management, Customer Service, Microsoft Office, Event Planning, Sports Management, Public Speaking, Coaching, Time Management, Team Building, Sports, Staff Management, Social Media, Lifeguarding, PowerPoint, Microsoft Excel, Management, Leadership, Certified Pool Operator, Swim Lessons, Water Safety Instructor, Bicycle Repair, Staff Scheduling, Lifeguard Instructor, Budgets, Social Media Marketing, Cpr Certified, Recruiting, Program Management, Teaching, Administration, Editing, Retail Sales, Insurance, Salesforce.com
Education
Texas A&M University 2009 — 2011
Master of Science, Sports Management
Texas A&M University 2005 — 2009
Bachelor of Science, Sports Management
Jay Bayne's TD Ameritrade Experience March 2015 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
Craig Foote's TD Ameritrade Experience August 2006 - July 2008
Job Investment Management Professional
Industry Investment Management
Experience
Fisher Investments July 2008 - October 2011
TD Ameritrade August 2006 - July 2008
A.G. Edwards& Sons, Inc March 2004 - August 2006
Century 21, Ebby Halliday Realtors July 2003 - March 2004
Skills
Direct Sales, Salesforce.com, Capital Markets, Customer Service, Customer Relations, Customer Acquisition, Customer Retention
Education
Texas A&M University-Commerce
Bachelor of Business Administration, Management Information Systems 2003
Fisher Investments July 2008 - October 2011
TD Ameritrade August 2006 - July 2008
A.G. Edwards& Sons, Inc March 2004 - August 2006
Century 21, Ebby Halliday Realtors July 2003 - March 2004
Skills
Direct Sales, Salesforce.com, Capital Markets, Customer Service, Customer Relations, Customer Acquisition, Customer Retention
Education
Texas A&M University-Commerce
Bachelor of Business Administration, Management Information Systems 2003
Joe Gledhill's TD Ameritrade Experience December 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
US Bancorp Investments, Inc. and US Bancorp Insurance Services LLC. December 2010 - December 2012
TD Ameritrade November 2007 - December 2010
Phillips and Company Wealth Strategies November 2004 - November 2007
Education
Temple University 1999 — 2003
Bachelor of Arts (BA)
TD Ameritrade December 2012 - Present
US Bancorp Investments, Inc. and US Bancorp Insurance Services LLC. December 2010 - December 2012
TD Ameritrade November 2007 - December 2010
Phillips and Company Wealth Strategies November 2004 - November 2007
Education
Temple University 1999 — 2003
Bachelor of Arts (BA)
Charles Gilliam's TD Ameritrade Experience October 2005 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade October 2010 - January 2012
Chrysler Financial August 2009 - October 2010
TD Ameritrade October 2005 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Microsoft Windows 98, Windows XP Professional, Adobe Premiere, Adobe Dreamweaver, Adobe Photoshop, Windows 7, Excel, Access, Outlook Express, Word, Margin Analysis, Accounting, HTML, CSS
Education
Tarrant County College 2003 — 2008
Liberal Arts and Sciences, General Studies and Humanities, 3.25
Scottrade October 2010 - January 2012
Chrysler Financial August 2009 - October 2010
TD Ameritrade October 2005 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Microsoft Windows 98, Windows XP Professional, Adobe Premiere, Adobe Dreamweaver, Adobe Photoshop, Windows 7, Excel, Access, Outlook Express, Word, Margin Analysis, Accounting, HTML, CSS
Education
Tarrant County College 2003 — 2008
Liberal Arts and Sciences, General Studies and Humanities, 3.25
Rion Walker's TD Ameritrade Experience November 2006 - April 2007
Job Senior Corporate Development Analyst at Omnitracs
Industry Financial Services
Experience
Omnitracs August 2014 - Present
1st Global November 2012 - August 2014
FXCM January 2010 - November 2012
Fidelity Investments May 2007 - January 2009
TD Ameritrade November 2006 - April 2007
Skills
Trading, Derivatives, Investments, Electronic Trading, Product Development, Testing, Capital Markets, Product Launch, Policy Analysis, Financial & Operational..., Mergers & Acquisitions, Securities, Financial Markets, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Options, Risk Management
Education
University of North Texas 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
Tarrant County College 2000 — 2002
Associate of Arts (A.A.), Humanities/Humanistic Studies
Omnitracs August 2014 - Present
1st Global November 2012 - August 2014
FXCM January 2010 - November 2012
Fidelity Investments May 2007 - January 2009
TD Ameritrade November 2006 - April 2007
Skills
Trading, Derivatives, Investments, Electronic Trading, Product Development, Testing, Capital Markets, Product Launch, Policy Analysis, Financial & Operational..., Mergers & Acquisitions, Securities, Financial Markets, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Options, Risk Management
Education
University of North Texas 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
Tarrant County College 2000 — 2002
Associate of Arts (A.A.), Humanities/Humanistic Studies
Jake Rather's TD Ameritrade Experience November 2005 - November 2006
Job Financial Planning and Education
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments November 2006 - Present
TD Ameritrade November 2005 - November 2006
US Navy February 1996 - August 2001
Skills
401k, Financial Planning, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
University of North Texas 2005 — 2007
Master of Business Administration (MBA), Finance, General
Texas A&M University 2002 — 2004
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments May 2010 - Present
Fidelity Investments November 2006 - Present
TD Ameritrade November 2005 - November 2006
US Navy February 1996 - August 2001
Skills
401k, Financial Planning, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
University of North Texas 2005 — 2007
Master of Business Administration (MBA), Finance, General
Texas A&M University 2002 — 2004
Bachelor of Arts (B.A.), Communication, General
Penelope Davis's TD Ameritrade Experience 2007 - 2008
Job job seeker for financial services
Industry Financial Services
Experience
Affiliated Bank June 2013 - Present
various financial services firms June 1978 - September 2008
TD Ameritrade 2007 - 2008
Skills
Banking, Finance, Loans, Financial Services, Strategic Financial..., Mortgage Lending, Insurance, Accounting, Auditing, Securities, Call Centers, Trading
Education
Tarrant County College 1993 — 1994
Marketing, Art/Art Studies, General
University of Toledo 1978 — 1980
none, Business Administration and Management, General
Affiliated Bank June 2013 - Present
various financial services firms June 1978 - September 2008
TD Ameritrade 2007 - 2008
Skills
Banking, Finance, Loans, Financial Services, Strategic Financial..., Mortgage Lending, Insurance, Accounting, Auditing, Securities, Call Centers, Trading
Education
Tarrant County College 1993 — 1994
Marketing, Art/Art Studies, General
University of Toledo 1978 — 1980
none, Business Administration and Management, General
Melissa Weeks-Billeg's TD Ameritrade Experience August 2012 - April 2014
Job Associate Director, Operations Efficiency
Industry Financial Services
Experience
First Command Financial Services April 2015 - Present
First Command Financial Services April 2014 - April 2015
TD Ameritrade August 2012 - April 2014
TD Ameritrade January 2012 - August 2012
TD Ameritrade January 2011 - December 2011
TD Ameritrade August 2010 - December 2010
TD Ameritrade November 2009 - August 2010
TD Ameritrade August 2008 - September 2009
TD Ameritrade March 2007 - August 2008
TD Ameritrade March 2006 - March 2007
Skills
Credit Risk, Options, Options Strategies, Lean Management, Lean Tools, Operational Efficiency, Idea Generation, Equity Trading, Process Efficiency, StrengthsFinder, Coaching Staff, Career Development..., Leading Change, Leading Organizational..., Team Building, Risk Management, Operational Risk, Sales, Sales Finance, Operations Management, Process Improvement, Change Management, Performance Management, Business Strategy, Procedure Manuals, Sales Supervision, Fixed Income, Series 9, Series 7, Series 63, Series 65, Series 24, Series 10, FINRA
Education
Tarrant County College
I am currently a sophomore level finance major working on my Bachelor's, Finance, General
First Command Financial Services April 2015 - Present
First Command Financial Services April 2014 - April 2015
TD Ameritrade August 2012 - April 2014
TD Ameritrade January 2012 - August 2012
TD Ameritrade January 2011 - December 2011
TD Ameritrade August 2010 - December 2010
TD Ameritrade November 2009 - August 2010
TD Ameritrade August 2008 - September 2009
TD Ameritrade March 2007 - August 2008
TD Ameritrade March 2006 - March 2007
Skills
Credit Risk, Options, Options Strategies, Lean Management, Lean Tools, Operational Efficiency, Idea Generation, Equity Trading, Process Efficiency, StrengthsFinder, Coaching Staff, Career Development..., Leading Change, Leading Organizational..., Team Building, Risk Management, Operational Risk, Sales, Sales Finance, Operations Management, Process Improvement, Change Management, Performance Management, Business Strategy, Procedure Manuals, Sales Supervision, Fixed Income, Series 9, Series 7, Series 63, Series 65, Series 24, Series 10, FINRA
Education
Tarrant County College
I am currently a sophomore level finance major working on my Bachelor's, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.