TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Jeff zych Jeff zych's TD Ameritrade Experience Financial AnalystLockheed MartinJanuary 2010 - December 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Financial AnalystLockheed MartinJanuary 2010 - December 2012
Skills
Series 63, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Securities, Series 7, Asset Allocation, Investment Strategies, Investments, FINRA, Uniform Combined State..., Finance, Financial Planning, Financial Services, Asset Management
Education
Texas Christian University 2006 — 2010
Bachelor's Degree, Finance
Texas Christian University
Finance, Business/Managerial Economics
TD Ameritrade Financial AnalystLockheed MartinJanuary 2010 - December 2012
Skills
Series 63, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Securities, Series 7, Asset Allocation, Investment Strategies, Investments, FINRA, Uniform Combined State..., Finance, Financial Planning, Financial Services, Asset Management
Education
Texas Christian University 2006 — 2010
Bachelor's Degree, Finance
Texas Christian University
Finance, Business/Managerial Economics
Drew Roever Drew Roever's TD Ameritrade Experience September 2006 - November 2006
Job Sr Business Analyst, Wholesale Marketing & Transportation at Targa Resources
Industry Oil & Energy
Experience
Targa Resources March 2014 - Present
Goodman Financial Corporation January 2009 - March 2014
Goodman Financial Corporation January 2007 - December 2008
TD Ameritrade September 2006 - November 2006
Freddie Mac May 2006 - August 2006
AmeriCredit Corp. June 2005 - July 2005
Skills
Fixed Income, Equities, Equity Research, Financial Analysis, Portfolio Management, Equity Valuation, Asset Allocation, Financial Services, Financial Modeling, Investments, Personal Finance, Wealth Management, Account Reconciliation, Mutual Funds, Asset Management, Series 65, Financial Statement..., Investment Management
Education
Texas Christian University 2002 — 2006
Bachelor of Business Administration (BBA), Finance (International Emphasis)
IES Barcelona 2004 — 2004
International Business
Targa Resources March 2014 - Present
Goodman Financial Corporation January 2009 - March 2014
Goodman Financial Corporation January 2007 - December 2008
TD Ameritrade September 2006 - November 2006
Freddie Mac May 2006 - August 2006
AmeriCredit Corp. June 2005 - July 2005
Skills
Fixed Income, Equities, Equity Research, Financial Analysis, Portfolio Management, Equity Valuation, Asset Allocation, Financial Services, Financial Modeling, Investments, Personal Finance, Wealth Management, Account Reconciliation, Mutual Funds, Asset Management, Series 65, Financial Statement..., Investment Management
Education
Texas Christian University 2002 — 2006
Bachelor of Business Administration (BBA), Finance (International Emphasis)
IES Barcelona 2004 — 2004
International Business
Natalen Castrejana Natalen Castrejana's TD Ameritrade Experience May 2010 - August 2010
Job Assistant Vice President, Amegy Bank | Commercial Real Estate
Industry Banking
Experience
Amegy Bank of Texas October 2014 - Present
Amegy Bank of Texas June 2013 - September 2014
Amegy Bank of Texas December 2012 - May 2013
Amegy Bank of Texas June 2011 - November 2012
TD Ameritrade May 2010 - August 2010
Skills
Financial Analysis, Banking, Commercial Lending, Credit Analysis, Microsoft Office, Underwriting, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Loans, Credit, Analysis, Financial Accounting, Commercial Banking, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration, Finance & Accounting
Alamo Heights High School 2004 — 2007
Amegy Bank of Texas October 2014 - Present
Amegy Bank of Texas June 2013 - September 2014
Amegy Bank of Texas December 2012 - May 2013
Amegy Bank of Texas June 2011 - November 2012
TD Ameritrade May 2010 - August 2010
Skills
Financial Analysis, Banking, Commercial Lending, Credit Analysis, Microsoft Office, Underwriting, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Loans, Credit, Analysis, Financial Accounting, Commercial Banking, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration, Finance & Accounting
Alamo Heights High School 2004 — 2007
James Franko, Jr. James Franko, Jr.'s TD Ameritrade Experience September 2013 - Present
Job Reorganization Analyst / LNFA
Industry Hospital & Health Care
Experience
TD Ameritrade September 2013 - Present
Sava Senior Care November 2012 - May 2013
Skilled Healthcare July 2010 - November 2012
The Container Store May 2009 - November 2009
Skills
Licensed Nursing Home..., Microsoft Office, Microsoft Excel, Microsoft Word, Citrix, Event Management, Customer Service, Healthcare, Outlook, PowerPoint, Event Planning
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.)
TD Ameritrade September 2013 - Present
Sava Senior Care November 2012 - May 2013
Skilled Healthcare July 2010 - November 2012
The Container Store May 2009 - November 2009
Skills
Licensed Nursing Home..., Microsoft Office, Microsoft Excel, Microsoft Word, Citrix, Event Management, Customer Service, Healthcare, Outlook, PowerPoint, Event Planning
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.)
Matthew Macfarland Matthew Macfarland's TD Ameritrade Experience February 2013 - April 2013
Job Customer Service Representative, Logistics Coordinator at Flickinger Fine Wine
Industry Marketing and Advertising
Experience
Flickinger Fine Wine February 2015 - Present
McMillan Insurance Group January 2014 - April 2014
Pulsar Energy Inc. May 2013 - August 2013
TD Ameritrade February 2013 - April 2013
Skills
Microsoft Office..., Newsletters, Academic Achievement, Public Speaking, Team Leadership, Marketing, Social Media, Time Management
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2014
Entreprenurial Management, Business Administration and Management
Flickinger Fine Wine February 2015 - Present
McMillan Insurance Group January 2014 - April 2014
Pulsar Energy Inc. May 2013 - August 2013
TD Ameritrade February 2013 - April 2013
Skills
Microsoft Office..., Newsletters, Academic Achievement, Public Speaking, Team Leadership, Marketing, Social Media, Time Management
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2014
Entreprenurial Management, Business Administration and Management
James Haney James Haney's TD Ameritrade Experience December 2014 - Present
Job Stock Broker
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Fastenal August 2013 - September 2014
I-Pub, LLC October 2011 - January 2014
Absolute Noise Control L.L.C October 2012 - April 2013
Texas Wesleyan University June 2006 - August 2011
Skills
Creative Writing, Technical Writing, Sales, Advertising, Marketing, Noise and Vibration..., Journalism, Songwriting, Guitarist
Education
Texas Wesleyan University 2002 — 2007
BS, Liberal Arts and Sciences/Liberal Studies
Mansfield High School 1998 — 2002
TD Ameritrade December 2014 - Present
Fastenal August 2013 - September 2014
I-Pub, LLC October 2011 - January 2014
Absolute Noise Control L.L.C October 2012 - April 2013
Texas Wesleyan University June 2006 - August 2011
Skills
Creative Writing, Technical Writing, Sales, Advertising, Marketing, Noise and Vibration..., Journalism, Songwriting, Guitarist
Education
Texas Wesleyan University 2002 — 2007
BS, Liberal Arts and Sciences/Liberal Studies
Mansfield High School 1998 — 2002
James Hagan James Hagan's TD Ameritrade Experience February 2012 - January 2015
Job Market Risk Analyst at Options Clearing Corp
Industry Financial Services
Experience
Options Clearing Corp January 2015 - Present
TD Ameritrade February 2012 - January 2015
TD Ameritrade April 2009 - February 2012
TD Ameritrade 2006 - 2008
TD Ameritrade 2006 - 2007
Skills
Finra Series 7 63 3 ..., Financial Analysis, Derivatives, Trading, Currency, Hedging, Options, Series 7, Block Trading, Portfolio Management, Stocks, Electronic Trading, Foreign Exchange, Mutual Funds, ETFs, Management, Securities, Series 63, Equities, Risk Management, Investments, Bloomberg
Education
Texas Tech University 2000 — 2004
Bachelors of Arts, Telecommunications / History
Texas Tech University
Options Clearing Corp January 2015 - Present
TD Ameritrade February 2012 - January 2015
TD Ameritrade April 2009 - February 2012
TD Ameritrade 2006 - 2008
TD Ameritrade 2006 - 2007
Skills
Finra Series 7 63 3 ..., Financial Analysis, Derivatives, Trading, Currency, Hedging, Options, Series 7, Block Trading, Portfolio Management, Stocks, Electronic Trading, Foreign Exchange, Mutual Funds, ETFs, Management, Securities, Series 63, Equities, Risk Management, Investments, Bloomberg
Education
Texas Tech University 2000 — 2004
Bachelors of Arts, Telecommunications / History
Texas Tech University
Cliffton Douangdara Cliffton Douangdara's TD Ameritrade Experience October 2006 - December 2006
Job Sr. Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Ross McNabb's TD Ameritrade Experience 2010 - April 2014
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
TD Ameritrade 2010 - April 2014
TD Ameritrade August 2009 - December 2010
Skills
Series 63, Investments, Wealth Management, Series 7, Asset Allocation, Asset Management, Uniform Combined State..., Mutual Funds, Investment Advisory, Retirement Planning, Portfolio Management, Financial Services, Securities, Investment Strategies, FINRA, Finance, Financial Planning, Retirement, Equities, Financial Advisory, Leadership, Financial Analysis, Risk Management, Sales, 401k, Management, Relationship Management
Education
Texas Christian University - M.J. Neeley School of Business
Finance &, Real Estate
Scottrade July 2014 - Present
TD Ameritrade 2010 - April 2014
TD Ameritrade August 2009 - December 2010
Skills
Series 63, Investments, Wealth Management, Series 7, Asset Allocation, Asset Management, Uniform Combined State..., Mutual Funds, Investment Advisory, Retirement Planning, Portfolio Management, Financial Services, Securities, Investment Strategies, FINRA, Finance, Financial Planning, Retirement, Equities, Financial Advisory, Leadership, Financial Analysis, Risk Management, Sales, 401k, Management, Relationship Management
Education
Texas Christian University - M.J. Neeley School of Business
Finance &, Real Estate
Allison Schorr Allison Schorr's TD Ameritrade Experience May 2011 - August 2012
Job Manager, Marketing and Communications at ICAN
Industry Public Relations and Communications
Experience
ICAN January 2014 - Present
ICAN August 2012 - December 2013
TD Ameritrade May 2011 - August 2012
TCU Daily Skiff Newspaper January 2011 - May 2011
TCU Daily Skiff Newspaper August 2010 - January 2011
Bailey Lauerman June 2010 - August 2010
The Richards Group February 2010 - May 2010
Great Plains Appraisal May 2008 - August 2009
Skills
Social Media, Public Speaking, Public Relations, Marketing, Project Management, Advertising, Strategic Communications, Adobe Creative Suite, Corporate Communications, Event Planning, Press Releases, Editing, Marketing Communications, Internal Communications, Leadership, Media Relations
Education
Texas Christian University 2007 — 2011
Bachelor of Science, Strategic Communication
Lincoln East High School 2003 — 2007
ICAN January 2014 - Present
ICAN August 2012 - December 2013
TD Ameritrade May 2011 - August 2012
TCU Daily Skiff Newspaper January 2011 - May 2011
TCU Daily Skiff Newspaper August 2010 - January 2011
Bailey Lauerman June 2010 - August 2010
The Richards Group February 2010 - May 2010
Great Plains Appraisal May 2008 - August 2009
Skills
Social Media, Public Speaking, Public Relations, Marketing, Project Management, Advertising, Strategic Communications, Adobe Creative Suite, Corporate Communications, Event Planning, Press Releases, Editing, Marketing Communications, Internal Communications, Leadership, Media Relations
Education
Texas Christian University 2007 — 2011
Bachelor of Science, Strategic Communication
Lincoln East High School 2003 — 2007
Kurtis Freeman, MBA, CRPC® Kurtis Freeman, MBA, CRPC®'s TD Ameritrade Experience July 2015 - Present
Job Manager, Learning and Development Talent Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade October 2012 - January 2014
TD Ameritrade September 2011 - October 2012
TD Ameritrade May 2011 - September 2011
TD Ameritrade December 2010 - May 2011
TD Ameritrade January 2010 - December 2010
TD Ameritrade January 2009 - January 2010
TD Ameritrade May 2008 - August 2008
Thompson and Associates Inc. May 1995 - August 2007
Skills
Series 66, Series 7, Series 24, Series 63, Investments, Securities, FINRA, Strategic Financial..., Mutual Funds, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Managment, Retirement Planning, Options, Trading, Derivatives, Investment Strategies, Finance, Financial Advisory, Uniform Combined State..., Asset Management
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MBA, Management
Texas Christian University 2004 — 2009
Finance, Finance, General
TD Ameritrade July 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade October 2012 - January 2014
TD Ameritrade September 2011 - October 2012
TD Ameritrade May 2011 - September 2011
TD Ameritrade December 2010 - May 2011
TD Ameritrade January 2010 - December 2010
TD Ameritrade January 2009 - January 2010
TD Ameritrade May 2008 - August 2008
Thompson and Associates Inc. May 1995 - August 2007
Skills
Series 66, Series 7, Series 24, Series 63, Investments, Securities, FINRA, Strategic Financial..., Mutual Funds, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Managment, Retirement Planning, Options, Trading, Derivatives, Investment Strategies, Finance, Financial Advisory, Uniform Combined State..., Asset Management
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MBA, Management
Texas Christian University 2004 — 2009
Finance, Finance, General
Johnny Cantu's TD Ameritrade Experience April 2006 - January 2013
Job Producer Sales Consultant at Blue Cross and Blue Shield Association
Industry Insurance
Experience
Blue Cross and Blue Shield Association January 2013 - Present
TD Ameritrade April 2006 - January 2013
Fidelity Investments September 1999 - May 2006
Skills
Series 66, Series 7, Series 63, Mutual Funds, Client Retention, Project Coordination, Insurance, Salesforce.com, Group1, Retirement Planning, Estate Planning, Investments, Retirement, 401k, Investment Advisory, Wealth Management, ETFs, Financial Services, Investment Strategies, IRAs, Financial Advisory, 401k Rollovers, High Net Worth..., Retirement Savings, Health Insurance, Sales, Relationship Management, Strategic Planning
Education
Texas Tech University 1994 — 1999
BA, Management and Marketing
Blue Cross and Blue Shield Association January 2013 - Present
TD Ameritrade April 2006 - January 2013
Fidelity Investments September 1999 - May 2006
Skills
Series 66, Series 7, Series 63, Mutual Funds, Client Retention, Project Coordination, Insurance, Salesforce.com, Group1, Retirement Planning, Estate Planning, Investments, Retirement, 401k, Investment Advisory, Wealth Management, ETFs, Financial Services, Investment Strategies, IRAs, Financial Advisory, 401k Rollovers, High Net Worth..., Retirement Savings, Health Insurance, Sales, Relationship Management, Strategic Planning
Education
Texas Tech University 1994 — 1999
BA, Management and Marketing
Aashish Patel's TD Ameritrade Experience
Job Cost Basis Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
Equities
Education
Texas Tech University 2006 — 2011
Bachelor's Degree, Mathematics
TD Ameritrade
Skills
Equities
Education
Texas Tech University 2006 — 2011
Bachelor's Degree, Mathematics
Brian Tobin Brian Tobin's TD Ameritrade Experience May 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
AIG July 2013 - May 2014
Tobin Construction June 2009 - May 2013
Merrill Lynch February 2012 - December 2012
USAA July 2010 - February 2012
New York Life Insurance Company June 2009 - July 2010
Skills
Negotiation, Sales Process, B2B, Retirement Planning, Cold Calling, Selling, Finance, Insurance, Relationship Development, Account Management, Life Insurance, Mutual Funds, Leadership, Retirement, Consultative Sales, Closing, Sales Management, Financial Analysis, Investments, Financial Services, Management, Risk Management, Sales, Financial Planning, Portfolio Management, Wealth Management
Education
Texas Tech University
BA, Economics, Personal Financial Planning
TD Ameritrade May 2014 - Present
AIG July 2013 - May 2014
Tobin Construction June 2009 - May 2013
Merrill Lynch February 2012 - December 2012
USAA July 2010 - February 2012
New York Life Insurance Company June 2009 - July 2010
Skills
Negotiation, Sales Process, B2B, Retirement Planning, Cold Calling, Selling, Finance, Insurance, Relationship Development, Account Management, Life Insurance, Mutual Funds, Leadership, Retirement, Consultative Sales, Closing, Sales Management, Financial Analysis, Investments, Financial Services, Management, Risk Management, Sales, Financial Planning, Portfolio Management, Wealth Management
Education
Texas Tech University
BA, Economics, Personal Financial Planning
Chuck Mooney III Chuck Mooney III's TD Ameritrade Experience April 1999 - September 2002
Job President at Kelly Charles Group
Industry Financial Services
Experience
Kelly Charles Group 2009 - Present
First American Payment Systems 2005 - 2009
Yellow Transportation September 2002 - September 2005
TD Ameritrade April 1999 - September 2002
Fort Worth Chamber of Commerce March 1996 - April 1998
Bell Helicopter-Textron September 1991 - March 1996
Skills
Leadership, Business Development, Merchant Services, Small Business, Training, Credit Cards, Marketing, Management, Sales, Recruiting, Program Management, Payment Card Processing, E-commerce, Electronic Payments, Human Resources, Consulting, Cold Calling, Account Management, Customer Retention, Executive Management, Contract Negotiation, Direct Sales, Credit Card Processing, ATMs, Selling, New Business Development, Start-ups, Strategic Partnerships, Time Management, Strategy, Salesforce.com
Education
Texas Christian University 1990 — 1992
MLA, Liberal Arts
Texas Christian University 1986 — 1990
BS, PoliSci, English
Memorial High School 1982 — 1986
Kelly Charles Group 2009 - Present
First American Payment Systems 2005 - 2009
Yellow Transportation September 2002 - September 2005
TD Ameritrade April 1999 - September 2002
Fort Worth Chamber of Commerce March 1996 - April 1998
Bell Helicopter-Textron September 1991 - March 1996
Skills
Leadership, Business Development, Merchant Services, Small Business, Training, Credit Cards, Marketing, Management, Sales, Recruiting, Program Management, Payment Card Processing, E-commerce, Electronic Payments, Human Resources, Consulting, Cold Calling, Account Management, Customer Retention, Executive Management, Contract Negotiation, Direct Sales, Credit Card Processing, ATMs, Selling, New Business Development, Start-ups, Strategic Partnerships, Time Management, Strategy, Salesforce.com
Education
Texas Christian University 1990 — 1992
MLA, Liberal Arts
Texas Christian University 1986 — 1990
BS, PoliSci, English
Memorial High School 1982 — 1986
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
Katy Ward Katy Ward's TD Ameritrade Experience September 2010 - July 2013
Job Registered Nurse in Cardiac ICU at University Medical Center
Industry Hospital & Health Care
Experience
UMC Health System June 2015 - Present
TD Ameritrade September 2010 - July 2013
Skills
Securities
Education
Texas Tech University Health Sciences Center 2013 — 2015
Bachelor of Science (BS), Nursing, 3.95, Summa Cum Laude
The University of Texas at Austin 2007 — 2010
Bachelor of Arts (BA), German and English, 3.3
UMC Health System June 2015 - Present
TD Ameritrade September 2010 - July 2013
Skills
Securities
Education
Texas Tech University Health Sciences Center 2013 — 2015
Bachelor of Science (BS), Nursing, 3.95, Summa Cum Laude
The University of Texas at Austin 2007 — 2010
Bachelor of Arts (BA), German and English, 3.3
Alicia Gardner's TD Ameritrade Experience June 2006 - June 2010
Job Account Manager
Industry Information Technology and Services
Experience
Venture Solutions Inc September 2012 - Present
Bank of America March 2011 - September 2012
Texas Woman's University November 2010 - March 2011
TD Ameritrade June 2006 - June 2010
TD Ameritrade June 2007 - October 2008
TD Ameritrade June 2006 - March 2007
Gaylord Entertainment April 2004 - June 2006
Skills
Customer Service, Team Building, Banking, Project Management, Investments, Leadership, Accounting, Finance, Time Management, Analysis, Financial Analysis, Management, Process Improvement, Risk Management
Education
Texas Woman's University
Bachelors in Business, Management
Venture Solutions Inc September 2012 - Present
Bank of America March 2011 - September 2012
Texas Woman's University November 2010 - March 2011
TD Ameritrade June 2006 - June 2010
TD Ameritrade June 2007 - October 2008
TD Ameritrade June 2006 - March 2007
Gaylord Entertainment April 2004 - June 2006
Skills
Customer Service, Team Building, Banking, Project Management, Investments, Leadership, Accounting, Finance, Time Management, Analysis, Financial Analysis, Management, Process Improvement, Risk Management
Education
Texas Woman's University
Bachelors in Business, Management
Christopher Palamara Christopher Palamara's TD Ameritrade Experience May 2012 - December 2014
Job Research Analyst at Clark, Waters & Hardy, LLC
Industry Financial Services
Experience
Clark, Waters & Hardy, LLC December 2014 - Present
TD Ameritrade May 2012 - December 2014
TD Ameritrade August 2011 - May 2012
TD Ameritrade June 2011 - August 2011
Saxon Mortgage August 2010 - January 2011
Skills
Series 63, Series 7, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Uniform Combined State..., Portfolio Management, Equities, Financial Services, Securities, Finance, Personal Finance, Wealth Management, FINRA, Series 65, Fixed Annuities, Cash, Money, Options Strategies, Estate Planning, Equity Trading, Series 66, Retirement Accounts..., Licensed Securities..., Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Options, 401k, Asset Management, IRAs, ETFs, Financial Advisory, Alternative Investments, Fixed Income, Trading, Investment Management, Separately Managed..., Relationship Management, Wealth Management..., Bonds, Wealth, 401k Rollovers, High Net Worth..., Stock Market, Technical Analysis, Derivatives, Model Portfolios
Education
Texas Christian University 2007 — 2011
BS, Economics, Finance Minor
Belton High School 2003 — 2007
General Studies, General Studies
Clark, Waters & Hardy, LLC December 2014 - Present
TD Ameritrade May 2012 - December 2014
TD Ameritrade August 2011 - May 2012
TD Ameritrade June 2011 - August 2011
Saxon Mortgage August 2010 - January 2011
Skills
Series 63, Series 7, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Uniform Combined State..., Portfolio Management, Equities, Financial Services, Securities, Finance, Personal Finance, Wealth Management, FINRA, Series 65, Fixed Annuities, Cash, Money, Options Strategies, Estate Planning, Equity Trading, Series 66, Retirement Accounts..., Licensed Securities..., Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Options, 401k, Asset Management, IRAs, ETFs, Financial Advisory, Alternative Investments, Fixed Income, Trading, Investment Management, Separately Managed..., Relationship Management, Wealth Management..., Bonds, Wealth, 401k Rollovers, High Net Worth..., Stock Market, Technical Analysis, Derivatives, Model Portfolios
Education
Texas Christian University 2007 — 2011
BS, Economics, Finance Minor
Belton High School 2003 — 2007
General Studies, General Studies
Cristina (Ingles) Hurley's TD Ameritrade Experience August 2003 - August 2006
Job
Industry Financial Services
Experience
Barrow, Hanley, Mewhinney & Strauss December 2014 - Present
Morgan Stanley May 2007 - November 2014
Merrill Lynch August 2006 - March 2007
TD Ameritrade August 2003 - August 2006
Education
Texas Christian University
Bachelor's Degree
UC Berkeley
Certificate awarded with distinction in August of 2013, Project Management, Post Baccalaureate
Barrow, Hanley, Mewhinney & Strauss December 2014 - Present
Morgan Stanley May 2007 - November 2014
Merrill Lynch August 2006 - March 2007
TD Ameritrade August 2003 - August 2006
Education
Texas Christian University
Bachelor's Degree
UC Berkeley
Certificate awarded with distinction in August of 2013, Project Management, Post Baccalaureate
Eddie Ybarra's TD Ameritrade Experience 2009 - 2012
Job Institutional Trade Desk Manager, thinkpipes
Industry Financial Services
Experience
TD Ameritrade Institutional March 2012 - Present
TD Ameritrade 2009 - 2012
TD Ameritrade 2008 - 2009
TD Ameritrade 2007 - 2008
U.S. Small Business Administration 2005 - 2006
Skills
Outlook, Sales, Salesforce.com, Trading Systems, Research, Leadership, Training, Process Improvement, Windows, Interviews, Business Development
Education
Texas Tech University 2000 — 2005
Bachelor's degree, Finance, General
TD Ameritrade Institutional March 2012 - Present
TD Ameritrade 2009 - 2012
TD Ameritrade 2008 - 2009
TD Ameritrade 2007 - 2008
U.S. Small Business Administration 2005 - 2006
Skills
Outlook, Sales, Salesforce.com, Trading Systems, Research, Leadership, Training, Process Improvement, Windows, Interviews, Business Development
Education
Texas Tech University 2000 — 2005
Bachelor's degree, Finance, General
Jennifer Solis, CFP®'s TD Ameritrade Experience January 2012 - October 2014
Job Education Counselor
Industry Financial Services
Experience
Creative Planning Inc. January 2015 - Present
TD Ameritrade January 2012 - October 2014
Skills
Series 7, Securities, Uniform Combined State..., Series 63, Marketing Communications, Medical Billing, Cosmetology, Series 65, FINRA, Investment Advisory, Wealth Management, Retirement Planning, Investments, Financial Planning, Retirement, Financial Advisory, 401k
Education
University of California, San Diego 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
American University of Paris
Communication and Media Studies
Creative Planning Inc. January 2015 - Present
TD Ameritrade January 2012 - October 2014
Skills
Series 7, Securities, Uniform Combined State..., Series 63, Marketing Communications, Medical Billing, Cosmetology, Series 65, FINRA, Investment Advisory, Wealth Management, Retirement Planning, Investments, Financial Planning, Retirement, Financial Advisory, 401k
Education
University of California, San Diego 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
American University of Paris
Communication and Media Studies
Joanna Cargill Joanna Cargill's TD Ameritrade Experience 2008 - Present
Job
Industry
Experience
TD Ameritrade 2008 - Present
TD Ameritrade 2000 - 2008
TD Ameritrade 1999 - 2000
Skills
PeopleSoft, Outlook, Administrative..., Microsoft Excel
Education
Texas Tech University 1996 — 1998
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Texas Tech University 1991 — 1995
Bachelor of Science (BS), Human Development and Family Studies
TD Ameritrade 2008 - Present
TD Ameritrade 2000 - 2008
TD Ameritrade 1999 - 2000
Skills
PeopleSoft, Outlook, Administrative..., Microsoft Excel
Education
Texas Tech University 1996 — 1998
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Texas Tech University 1991 — 1995
Bachelor of Science (BS), Human Development and Family Studies
Nicolas Rich III, MBA Nicolas Rich III, MBA's TD Ameritrade Experience October 2008 - June 2011
Job Financial Advisor at VALIC
Industry Financial Services
Experience
Rich III Investments LLC February 2014 - Present
VALIC October 2011 - Present
TD Ameritrade October 2008 - June 2011
Skills
Strategy Formulation, Independent Financial..., Investment Strategies, Investment Valuation, Leadership Initiatives, Marketing Strategy, Series 63, Asset Allocation, Retirement Planning, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth Management, Series 7, Series 24, 401k Rollovers, Retirement, Investment Management
Education
Texas Christian University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Arlington 2005 — 2008
Bachelor's degree, Finance, General
Rich III Investments LLC February 2014 - Present
VALIC October 2011 - Present
TD Ameritrade October 2008 - June 2011
Skills
Strategy Formulation, Independent Financial..., Investment Strategies, Investment Valuation, Leadership Initiatives, Marketing Strategy, Series 63, Asset Allocation, Retirement Planning, Investment Advisory, Uniform Combined State..., Mutual Funds, Wealth Management, Series 7, Series 24, 401k Rollovers, Retirement, Investment Management
Education
Texas Christian University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Arlington 2005 — 2008
Bachelor's degree, Finance, General
Brandi Starr Brandi Starr's TD Ameritrade Experience February 2006 - Present
Job Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2006 - Present
Skills
Management, Brokerage, Sales Management, Sales Operations, Communication, Cross-functional Team..., Call Centers, Strategic Planning, CRM, Training, Financial Services, Mutual Funds, Retirement Planning, Risk Management, Sales, Salesforce.com, Series 24, Series 63, Series 7
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Texas Woman's University
Bachelor of Science (B.S.), Psychology
University of North Texas
Teacher Certificate
TD Ameritrade February 2006 - Present
Skills
Management, Brokerage, Sales Management, Sales Operations, Communication, Cross-functional Team..., Call Centers, Strategic Planning, CRM, Training, Financial Services, Mutual Funds, Retirement Planning, Risk Management, Sales, Salesforce.com, Series 24, Series 63, Series 7
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Texas Woman's University
Bachelor of Science (B.S.), Psychology
University of North Texas
Teacher Certificate
Andrew Mabry Andrew Mabry's TD Ameritrade Experience January 2013 - July 2013
Job Supply Chain Leadership Development Program at Raytheon
Industry Defense & Space
Experience
Raytheon June 2015 - Present
Mercedes-Benz Financial Services USA LLC April 2014 - December 2014
Bell Helicopter January 2014 - May 2014
TD Ameritrade January 2013 - July 2013
TD Ameritrade February 2012 - January 2013
TD Ameritrade November 2010 - February 2012
US Army May 2002 - January 2009
Skills
Leadership, Project Management, Process Improvement, Coaching, Microsoft Office, Management, Team Leadership, Event Planning, Financial Analysis, Team Building, Sales, Data Analysis, Forecasting, Customer Service, Program Management, Staff Development
Education
Texas Christian University 2013 — 2015
Master of Business Administration (M.B.A.), Supply Chain, Consulting
The Ohio State University 2002 — 2007
Bachelor of Business Administration (BBA), Sports Management
Raytheon June 2015 - Present
Mercedes-Benz Financial Services USA LLC April 2014 - December 2014
Bell Helicopter January 2014 - May 2014
TD Ameritrade January 2013 - July 2013
TD Ameritrade February 2012 - January 2013
TD Ameritrade November 2010 - February 2012
US Army May 2002 - January 2009
Skills
Leadership, Project Management, Process Improvement, Coaching, Microsoft Office, Management, Team Leadership, Event Planning, Financial Analysis, Team Building, Sales, Data Analysis, Forecasting, Customer Service, Program Management, Staff Development
Education
Texas Christian University 2013 — 2015
Master of Business Administration (M.B.A.), Supply Chain, Consulting
The Ohio State University 2002 — 2007
Bachelor of Business Administration (BBA), Sports Management
Brian Ferebee Brian Ferebee's TD Ameritrade Experience May 2006 - March 2007
Job Client Manager MullinTBG
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company September 2013 - Present
Aon Hewitt May 2012 - September 2013
Clark Consulting January 2008 - December 2011
Wachovia Securities March 2007 - January 2008
TD Ameritrade May 2006 - March 2007
Skills
Advanced Excel and Word, Mutual Funds, Stocks, Funding, Microsoft Excel, Microsoft Word, IRAs, Options, Series 63, Life Insurance, 401k, Retirement, Investments, Series 7, Insurance, Non-Qualified Deferred..., Defined Benefit, Due Diligence, Mergers
Education
Texas A&M University-Commerce 2013 — 2015
Masters, Accounting
Texas Christian University 1999 — 2007
B.S., Economics
MullinTBG, a Prudential Financial company September 2013 - Present
Aon Hewitt May 2012 - September 2013
Clark Consulting January 2008 - December 2011
Wachovia Securities March 2007 - January 2008
TD Ameritrade May 2006 - March 2007
Skills
Advanced Excel and Word, Mutual Funds, Stocks, Funding, Microsoft Excel, Microsoft Word, IRAs, Options, Series 63, Life Insurance, 401k, Retirement, Investments, Series 7, Insurance, Non-Qualified Deferred..., Defined Benefit, Due Diligence, Mergers
Education
Texas A&M University-Commerce 2013 — 2015
Masters, Accounting
Texas Christian University 1999 — 2007
B.S., Economics
Jayson Coombes Jayson Coombes's TD Ameritrade Experience September 2002 - May 2004
Job Real Estate Broker
Industry Real Estate
Experience
JCC Realty November 2003 - Present
TD Ameritrade September 2002 - May 2004
Enterprise Rent-A-Car February 1995 - September 2002
Skills
Sales Management, Sales, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Managerial Finance, Finance, Direct Sales, Sales Process, Short Sales, Project Management, Account Management, Operations Management, Strategic Consulting, Process Consulting, Business Brokerage, Brokerage, Owner Representation, Home Owners, Ownership, Owner Financing, Management
Education
Texas Christian University - M.J. Neeley School of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing and Finance
JCC Realty November 2003 - Present
TD Ameritrade September 2002 - May 2004
Enterprise Rent-A-Car February 1995 - September 2002
Skills
Sales Management, Sales, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Managerial Finance, Finance, Direct Sales, Sales Process, Short Sales, Project Management, Account Management, Operations Management, Strategic Consulting, Process Consulting, Business Brokerage, Brokerage, Owner Representation, Home Owners, Ownership, Owner Financing, Management
Education
Texas Christian University - M.J. Neeley School of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Rachel Helfinstine's TD Ameritrade Experience September 2011 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
Ameriprise Financial April 2009 - September 2011
Ameriprise Financial September 2007 - January 2009
Skills
Finance, Financial Analysis, Insurance, Series 7, Strategic Financial..., Mutual Funds, Uniform Combined State..., Retirement Planning, Marketing, Wealth Management, Retirement, Securities, Asset Allocation
Education
Texas State University 2003 — 2007
Bachelor, Political Science
TD Ameritrade September 2011 - Present
Ameriprise Financial April 2009 - September 2011
Ameriprise Financial September 2007 - January 2009
Skills
Finance, Financial Analysis, Insurance, Series 7, Strategic Financial..., Mutual Funds, Uniform Combined State..., Retirement Planning, Marketing, Wealth Management, Retirement, Securities, Asset Allocation
Education
Texas State University 2003 — 2007
Bachelor, Political Science
Diane Stein's TD Ameritrade Experience 2000 - 2001
Job Director of Human Resources at Travel and Transport
Industry Leisure, Travel & Tourism
Experience
Travel and Transport February 2012 - Present
PayFlex Systems USA, Inc. July 2009 - March 2012
ConAgra Foods 2007 - 2008
GiftCertificates.com 2001 - 2002
TD Ameritrade 2000 - 2001
SITEL Corporation 1994 - 2000
AMRE, Inc. April 1990 - May 1994
Target January 1985 - April 1990
Skills
Employee Benefits, HRIS, Benefits Administration, PeopleSoft, Payroll, Temporary Placement, Training, Performance Management, Human Resources, Deferred Compensation, Employee Relations, Organizational..., Management, Budgets, Program Management, Incentive Programs, Integration, ADP Payroll, Legal Compliance, Sales, New Hire Orientations, Strategy, Analysis, Compensation & Benefit, EEO
Education
West Texas A&M University 1984 — 1989
BSBA, Finance, Marketing, Management
Texas Tech University 1987 — 1988
General Business Courses
Travel and Transport February 2012 - Present
PayFlex Systems USA, Inc. July 2009 - March 2012
ConAgra Foods 2007 - 2008
GiftCertificates.com 2001 - 2002
TD Ameritrade 2000 - 2001
SITEL Corporation 1994 - 2000
AMRE, Inc. April 1990 - May 1994
Target January 1985 - April 1990
Skills
Employee Benefits, HRIS, Benefits Administration, PeopleSoft, Payroll, Temporary Placement, Training, Performance Management, Human Resources, Deferred Compensation, Employee Relations, Organizational..., Management, Budgets, Program Management, Incentive Programs, Integration, ADP Payroll, Legal Compliance, Sales, New Hire Orientations, Strategy, Analysis, Compensation & Benefit, EEO
Education
West Texas A&M University 1984 — 1989
BSBA, Finance, Marketing, Management
Texas Tech University 1987 — 1988
General Business Courses
Nathan Dean Nathan Dean's TD Ameritrade Experience August 2005 - August 2009
Job Finance Manager at Capital One
Industry Financial Services
Experience
Capital One January 2015 - Present
Capital One January 2013 - January 2015
Capital One July 2011 - January 2013
Capital One May 2010 - July 2011
Texas Christian University June 2009 - October 2009
TD Ameritrade August 2005 - August 2009
Rowland Companies August 2002 - August 2005
Skills
Customer Service, NPV, Financial Modeling, Investments, Analysis, Strategic Financial..., Valuation, Business Development, Financial Analysis, Finance, Business Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
MBA, Finance
The University of Texas at Arlington - College of Business 2000 — 2005
BBA, Finance
Capital One January 2015 - Present
Capital One January 2013 - January 2015
Capital One July 2011 - January 2013
Capital One May 2010 - July 2011
Texas Christian University June 2009 - October 2009
TD Ameritrade August 2005 - August 2009
Rowland Companies August 2002 - August 2005
Skills
Customer Service, NPV, Financial Modeling, Investments, Analysis, Strategic Financial..., Valuation, Business Development, Financial Analysis, Finance, Business Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
MBA, Finance
The University of Texas at Arlington - College of Business 2000 — 2005
BBA, Finance
Cynthia Ruiz Cynthia Ruiz's TD Ameritrade Experience February 2014 - June 2014
Job Computer Lab Assistant at Texas Woman's University
Industry Computer & Network Security
Experience
Texas Woman's University September 2015 - Present
Kapsch TrafficCom North America January 2015 - Present
Prestige Lone Star Computer Diagnostics and Repair June 2014 - May 2015
Alpha Ten Technologies January 2015 - February 2015
Texas Woman's University August 2014 - October 2014
Blu-cargo July 2014 - August 2014
TD Ameritrade February 2014 - June 2014
Bloomberg Businessweek February 2014 - May 2014
Finance Management Association May 2013 - May 2014
Texas Woman's University February 2013 - February 2014
Skills
Microsoft Office, Event Management, People Skills, Leadership, Customer Service, Time Management, Teamwork, Team Leadership, Project Planning, Team Building, Management, Social Networking, Sales, Training, Computer Repair, Financial Analysis, Income Tax, Financial Accounting, Technical Support, Networking, Troubleshooting, Access, Data Analysis, Budgets, Fundraising, Analysis, Business Development, Finance, Outlook, Microsoft Word, Hardware, Business, Marketing, Critical Thinking, Microsoft Excel, Inventory Management, Business Analysis, Strategy, Business Planning, Team Management, Risk Management, Administration, Accounting, Databases, Account Management, Spanish, Computer Hardware, Entrepreneurship, Analytical Skills
Education
Texas Woman's University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Richland College 2008 — 2011
Associate of Science (AS), Science
Texas Woman's University September 2015 - Present
Kapsch TrafficCom North America January 2015 - Present
Prestige Lone Star Computer Diagnostics and Repair June 2014 - May 2015
Alpha Ten Technologies January 2015 - February 2015
Texas Woman's University August 2014 - October 2014
Blu-cargo July 2014 - August 2014
TD Ameritrade February 2014 - June 2014
Bloomberg Businessweek February 2014 - May 2014
Finance Management Association May 2013 - May 2014
Texas Woman's University February 2013 - February 2014
Skills
Microsoft Office, Event Management, People Skills, Leadership, Customer Service, Time Management, Teamwork, Team Leadership, Project Planning, Team Building, Management, Social Networking, Sales, Training, Computer Repair, Financial Analysis, Income Tax, Financial Accounting, Technical Support, Networking, Troubleshooting, Access, Data Analysis, Budgets, Fundraising, Analysis, Business Development, Finance, Outlook, Microsoft Word, Hardware, Business, Marketing, Critical Thinking, Microsoft Excel, Inventory Management, Business Analysis, Strategy, Business Planning, Team Management, Risk Management, Administration, Accounting, Databases, Account Management, Spanish, Computer Hardware, Entrepreneurship, Analytical Skills
Education
Texas Woman's University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Richland College 2008 — 2011
Associate of Science (AS), Science
Robert Merrill Robert Merrill's TD Ameritrade Experience October 2004 - April 2008
Job Director of Institutional Sales at ASCENDIANT CAPITAL GROUP
Industry Investment Banking
Experience
ASCENDIANT CAPITAL GROUP May 2014 - Present
ASCENDIANT CAPITAL GROUP January 2014 - Present
WFG Capital Markets October 2009 - December 2013
Esposito Securities, LLC May 2008 - August 2009
TD Ameritrade October 2004 - April 2008
Skills
Series 7, Series 66, Equities, Options, Hedge Funds, Trading, Portfolio Management, Securities, Proprietary Trading, Investment Advisory, Trading Systems, Alternative Investments, Uniform Combined State...
Education
Texas State University 1997 — 2001
BS, Political Science
ASCENDIANT CAPITAL GROUP May 2014 - Present
ASCENDIANT CAPITAL GROUP January 2014 - Present
WFG Capital Markets October 2009 - December 2013
Esposito Securities, LLC May 2008 - August 2009
TD Ameritrade October 2004 - April 2008
Skills
Series 7, Series 66, Equities, Options, Hedge Funds, Trading, Portfolio Management, Securities, Proprietary Trading, Investment Advisory, Trading Systems, Alternative Investments, Uniform Combined State...
Education
Texas State University 1997 — 2001
BS, Political Science
Greg Hainline Greg Hainline's TD Ameritrade Experience September 2002 - June 2010
Job OSJ Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
First National Capital Markets March 2012 - January 2015
First National Capital Markets October 2011 - March 2012
Hainline Insurance & Financial Services, LLC DBA Papillion Independent Insurance June 2010 - October 2011
Allstate Insurance June 2010 - May 2011
TD Ameritrade September 2002 - June 2010
TD Ameritrade November 1997 - September 2002
United States Air Force April 1984 - January 1996
Skills
Management, Risk Management, Team Building, Change Management, Relationship Management, Call Centers, Series 7, Mutual Funds, Securities, Financial Advisory, Insurance, Investments, Series 24, Wealth Management, Series 63, Options, FINRA, Retirement Planning, Change Leadership, Team Motivator, Innovation Development, Series 4, Series 65, Series 3, Annuities, Call Center Management, Back Office, Leadership, Project Coordination, Conflict Resolution, Development Of Employees
Education
Troy University 1989 — 1991
MPA, Public Adminstration
Texas State University-San Marcos 1981 — 1983
BAAS, Occupational Education/Business
Guilford Senior High School 1971 — 1975
Diploma, General Studies
LPL Financial January 2015 - Present
First National Capital Markets March 2012 - January 2015
First National Capital Markets October 2011 - March 2012
Hainline Insurance & Financial Services, LLC DBA Papillion Independent Insurance June 2010 - October 2011
Allstate Insurance June 2010 - May 2011
TD Ameritrade September 2002 - June 2010
TD Ameritrade November 1997 - September 2002
United States Air Force April 1984 - January 1996
Skills
Management, Risk Management, Team Building, Change Management, Relationship Management, Call Centers, Series 7, Mutual Funds, Securities, Financial Advisory, Insurance, Investments, Series 24, Wealth Management, Series 63, Options, FINRA, Retirement Planning, Change Leadership, Team Motivator, Innovation Development, Series 4, Series 65, Series 3, Annuities, Call Center Management, Back Office, Leadership, Project Coordination, Conflict Resolution, Development Of Employees
Education
Troy University 1989 — 1991
MPA, Public Adminstration
Texas State University-San Marcos 1981 — 1983
BAAS, Occupational Education/Business
Guilford Senior High School 1971 — 1975
Diploma, General Studies
Jeff Zych Jeff Zych's TD Ameritrade Experience January 2013 - Present
Job Business development specialist
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade 2013 - Present
Lockheed Martin Aeronautics January 2011 - February 2013
TD Ameritrade March 2010 - May 2010
Sovereign Wealth Advisors May 2009 - August 2009
Alaska Frontier Constructors May 2007 - August 2008
New Mexico Orthopedics March 2006 - July 2006
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Albuquerque Academy
Texas Christian University
Bachelor of Business Administration, Finance
TD Ameritrade January 2013 - Present
TD Ameritrade 2013 - Present
Lockheed Martin Aeronautics January 2011 - February 2013
TD Ameritrade March 2010 - May 2010
Sovereign Wealth Advisors May 2009 - August 2009
Alaska Frontier Constructors May 2007 - August 2008
New Mexico Orthopedics March 2006 - July 2006
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Albuquerque Academy
Texas Christian University
Bachelor of Business Administration, Finance
Gary Brownstein Gary Brownstein's TD Ameritrade Experience November 2009 - August 2010
Job Prescriptive Tutor
Industry Financial Services
Experience
USAA December 2010 - May 2013
TD Ameritrade November 2009 - August 2010
State Farm Insurance February 2009 - August 2009
IHOP May 2004 - December 2008
2008Pellecchia Financial Services May 2008 - August 2008
Skills
Insurance, Strategic Financial..., Retirement Planning, Series 7, Financial Planners, Financial Advisory, FINRA, Options, Alternative Investments, Health Insurance, Mutual Funds, Fixed Annuities, Investments, Series 63, Retirement, Investment Advisory, Wealth, Uniform Combined State...
Education
Texas Tech University 2004 — 2008
BS, Personal Financial Planning
USAA December 2010 - May 2013
TD Ameritrade November 2009 - August 2010
State Farm Insurance February 2009 - August 2009
IHOP May 2004 - December 2008
2008Pellecchia Financial Services May 2008 - August 2008
Skills
Insurance, Strategic Financial..., Retirement Planning, Series 7, Financial Planners, Financial Advisory, FINRA, Options, Alternative Investments, Health Insurance, Mutual Funds, Fixed Annuities, Investments, Series 63, Retirement, Investment Advisory, Wealth, Uniform Combined State...
Education
Texas Tech University 2004 — 2008
BS, Personal Financial Planning
William Slaydon William Slaydon's TD Ameritrade Experience August 2014 - Present
Job Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade September 2009 - May 2012
TD Ameritrade August 2008 - September 2009
TD Ameritrade 2007 - 2008
Skills
Financial Analysis, Technical Analysis, Stock Trading, Options Strategies, Hedging, Portfolio Management, Asset Allocation, Seminar Presentations, Webinars, Coaching, Problem Solving, Risk Management, Financial Planning, Asset Management
Education
Texas Wesleyan University 2007 — 2011
Master of Business Administration (MBA)
University of North Texas 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Economics
TD Ameritrade August 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade September 2009 - May 2012
TD Ameritrade August 2008 - September 2009
TD Ameritrade 2007 - 2008
Skills
Financial Analysis, Technical Analysis, Stock Trading, Options Strategies, Hedging, Portfolio Management, Asset Allocation, Seminar Presentations, Webinars, Coaching, Problem Solving, Risk Management, Financial Planning, Asset Management
Education
Texas Wesleyan University 2007 — 2011
Master of Business Administration (MBA)
University of North Texas 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Economics
Brent Rodgers Brent Rodgers's TD Ameritrade Experience December 2004 - January 2012
Job Founder at Plat Mobile App
Industry Food & Beverages
Experience
Plat Mobile App May 2014 - Present
Roots Juices March 2012 - Present
Roots Juices 2012 - Present
TD Ameritrade December 2004 - January 2012
Edward Jones Investments March 2004 - December 2004
Edward Jones Investments March 2004 - December 2004
Personal Financial December 1999 - January 2004
Personal Financial December 1999 - January 2004
Family Consumer Sciences January 1999 - August 2003
Family Consumer Sciences January 2000 - January 2003
Education
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Plat Mobile App May 2014 - Present
Roots Juices March 2012 - Present
Roots Juices 2012 - Present
TD Ameritrade December 2004 - January 2012
Edward Jones Investments March 2004 - December 2004
Edward Jones Investments March 2004 - December 2004
Personal Financial December 1999 - January 2004
Personal Financial December 1999 - January 2004
Family Consumer Sciences January 1999 - August 2003
Family Consumer Sciences January 2000 - January 2003
Education
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Laura Daniels Laura Daniels's TD Ameritrade Experience August 2010 - November 2010
Job Business Analyst
Industry Telecommunications
Experience
Ericsson December 2010 - Present
TD Ameritrade August 2010 - November 2010
TD Ameritrade February 2010 - May 2010
Taqua June 2009 - August 2009
Skills
Financial Analysis, Banking, Microsoft Excel, Microsoft Word, Management, Project Planning, PowerPoint, Business Analysis, Financial Modeling, Analysis, Process Improvement, Forecasting, Team Leadership, Project Management, Financial Reporting, Business Strategy, Risk Management, Program Management, Change Management, Entrepreneurship, Business Process..., Management Consulting
Education
Texas Christian University 2006 — 2010
Finance and Entrepreneurial Management
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BAA, Finance, Entreprenurial Management
Ericsson December 2010 - Present
TD Ameritrade August 2010 - November 2010
TD Ameritrade February 2010 - May 2010
Taqua June 2009 - August 2009
Skills
Financial Analysis, Banking, Microsoft Excel, Microsoft Word, Management, Project Planning, PowerPoint, Business Analysis, Financial Modeling, Analysis, Process Improvement, Forecasting, Team Leadership, Project Management, Financial Reporting, Business Strategy, Risk Management, Program Management, Change Management, Entrepreneurship, Business Process..., Management Consulting
Education
Texas Christian University 2006 — 2010
Finance and Entrepreneurial Management
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BAA, Finance, Entreprenurial Management
Tom Casey, CFP® Tom Casey, CFP®'s TD Ameritrade Experience December 2010 - Present
Job Product Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2010 - Present
TD Ameritrade June 2010 - December 2010
TD Ameritrade February 2010 - June 2010
TD Ameritrade June 2006 - February 2010
Skills
Mutual Funds, Series 7, Series 24, Securities, Wealth Management, Series 63, Investments, Equities, Uniform Combined State..., Financial Analysis, ETFs, Microsoft Excel, Cross-functional Team..., Strategic Financial..., Retirement Planning, Finance, Salesforce.com, Real Estate Sales..., Investment Management, Project Management, Product Development, Product Management, Financial Planning
Education
Texas Christian University 2002 — 2006
Bachelor of Applied Science (BASc)
TD Ameritrade December 2010 - Present
TD Ameritrade June 2010 - December 2010
TD Ameritrade February 2010 - June 2010
TD Ameritrade June 2006 - February 2010
Skills
Mutual Funds, Series 7, Series 24, Securities, Wealth Management, Series 63, Investments, Equities, Uniform Combined State..., Financial Analysis, ETFs, Microsoft Excel, Cross-functional Team..., Strategic Financial..., Retirement Planning, Finance, Salesforce.com, Real Estate Sales..., Investment Management, Project Management, Product Development, Product Management, Financial Planning
Education
Texas Christian University 2002 — 2006
Bachelor of Applied Science (BASc)
Jason Abu-Aitah Jason Abu-Aitah's TD Ameritrade Experience April 2009 - January 2012
Job Manager, CRM/Salesforce.com
Industry Real Estate
Experience
The Howard Hughes Corporation April 2013 - Present
Capgemini January 2012 - April 2013
TD Ameritrade April 2009 - January 2012
Bleach Network February 2007 - September 2009
TD Ameritrade May 2008 - April 2009
TD Ameritrade May 2007 - May 2008
Singularity Institute for Artificial Intelligence July 2002 - January 2005
Skills
Analysis, Financial Modeling, Equities, Portfolio Management, Derivatives, Asset Management, Trading, Investments, Salesforce.com, Options, Financial Analysis, Business Analysis, Risk Management, Securities, Finance, CRM, Marketo, DocuSign, AutoCAD, Lease Administration
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2011
MBA
University of Michigan 2001 — 2005
BBA, Finance
The Howard Hughes Corporation April 2013 - Present
Capgemini January 2012 - April 2013
TD Ameritrade April 2009 - January 2012
Bleach Network February 2007 - September 2009
TD Ameritrade May 2008 - April 2009
TD Ameritrade May 2007 - May 2008
Singularity Institute for Artificial Intelligence July 2002 - January 2005
Skills
Analysis, Financial Modeling, Equities, Portfolio Management, Derivatives, Asset Management, Trading, Investments, Salesforce.com, Options, Financial Analysis, Business Analysis, Risk Management, Securities, Finance, CRM, Marketo, DocuSign, AutoCAD, Lease Administration
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2011
MBA
University of Michigan 2001 — 2005
BBA, Finance
Kamron Hedrick's TD Ameritrade Experience June 2012 - August 2012
Job Commission Analyst at Trend Micro
Industry Financial Services
Experience
Student Managed Investment Fund- Texas Tech University Rawls School of Business January 2013 - May 2013
Robert H. Ewalt Texas Tech Recreation Center May 2011 - May 2013
TD Ameritrade June 2012 - August 2012
BAE Systems May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Time Management, Teamwork, Leadership, Public Speaking, Corporate Finance, Social Media, Facebook, Research, Bloomberg Software, Access, Finance, Team Leadership
Education
Texas Tech University - Rawls College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
SOUHEGAN HIGH SCHOOL 2005 — 2009
Student Managed Investment Fund- Texas Tech University Rawls School of Business January 2013 - May 2013
Robert H. Ewalt Texas Tech Recreation Center May 2011 - May 2013
TD Ameritrade June 2012 - August 2012
BAE Systems May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Time Management, Teamwork, Leadership, Public Speaking, Corporate Finance, Social Media, Facebook, Research, Bloomberg Software, Access, Finance, Team Leadership
Education
Texas Tech University - Rawls College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
SOUHEGAN HIGH SCHOOL 2005 — 2009
Jonathan 'jt' Thorp, CFP® Jonathan 'jt' Thorp, CFP®'s TD Ameritrade Experience May 2006 - May 2007
Job Vice President, Client Services
Industry Management Consulting
Experience
First Command Financial Services December 2009 - Present
US Naval War College September 2010 - Present
US Navy July 1989 - June 2014
First Command Financial Services August 2008 - December 2009
First Command Financial Planning May 2007 - August 2008
TD Ameritrade May 2006 - May 2007
First Command Financial Planning October 2001 - May 2006
U.S. Navy Reserve 2002 - 2004
VT-6 2000 - 2004
Skills
Training, Business Development, Command, Navy, Sales, Strategic Financial..., Social Media, DoD, Finance, Military, Risk Management, Security Clearance, National Security, Operational Planning, Program Management, Investments, Team Leadership, Military Operations, Operations Management, Series 7, Series 63, Team Building, Strategic Planning, Budgets, Retirement, Defense, Financial Advisory, Retirement Planning, Executive Management, Leadership, Organizational..., Government Contracting, Leadership Development, Top Secret, Government, Intelligence, Analysis, Financial Services
Education
US Naval War College 2005 — 2009
MA
Texas Christian University 2004 — 2005
CFP
United States Naval Academy 1989 — 1993
BS
Sandalwood Senior High School 1986 — 1989
First Command Financial Services December 2009 - Present
US Naval War College September 2010 - Present
US Navy July 1989 - June 2014
First Command Financial Services August 2008 - December 2009
First Command Financial Planning May 2007 - August 2008
TD Ameritrade May 2006 - May 2007
First Command Financial Planning October 2001 - May 2006
U.S. Navy Reserve 2002 - 2004
VT-6 2000 - 2004
Skills
Training, Business Development, Command, Navy, Sales, Strategic Financial..., Social Media, DoD, Finance, Military, Risk Management, Security Clearance, National Security, Operational Planning, Program Management, Investments, Team Leadership, Military Operations, Operations Management, Series 7, Series 63, Team Building, Strategic Planning, Budgets, Retirement, Defense, Financial Advisory, Retirement Planning, Executive Management, Leadership, Organizational..., Government Contracting, Leadership Development, Top Secret, Government, Intelligence, Analysis, Financial Services
Education
US Naval War College 2005 — 2009
MA
Texas Christian University 2004 — 2005
CFP
United States Naval Academy 1989 — 1993
BS
Sandalwood Senior High School 1986 — 1989
Nanci Pérez Nanci Pérez's TD Ameritrade Experience September 2013 - April 2015
Job Loan Purchasing Specialist at Franklin American Mortgage Company
Industry Financial Services
Experience
Franklin American Mortgage Company June 2015 - Present
TD Ameritrade September 2013 - April 2015
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Outlook, Teamwork, Access, Data Entry, Time Management, Microsoft Excel, Managerial Finance, Finance, Analysis, Budgets, Marketing, Leadership, Strategic Planning, Higher Education, Team Building, Financial Analysis
Education
The University of Dallas 2013 — 2016
Master of Business Administration (MBA), 3.258
Texas Wesleyan University 2010 — 2013
Bachelors of Business Administration, Finance, 3.6 GPA
Franklin American Mortgage Company June 2015 - Present
TD Ameritrade September 2013 - April 2015
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Outlook, Teamwork, Access, Data Entry, Time Management, Microsoft Excel, Managerial Finance, Finance, Analysis, Budgets, Marketing, Leadership, Strategic Planning, Higher Education, Team Building, Financial Analysis
Education
The University of Dallas 2013 — 2016
Master of Business Administration (MBA), 3.258
Texas Wesleyan University 2010 — 2013
Bachelors of Business Administration, Finance, 3.6 GPA
Haley (Hull) Frank's TD Ameritrade Experience February 2011 - May 2011
Job Sr. Analyst Finance at BNSF Railway
Industry Higher Education
Experience
BNSF Railway September 2015 - Present
American Airlines April 2014 - September 2015
American Airlines June 2012 - May 2014
Alcon August 2011 - May 2012
Texas Christian University August 2008 - May 2012
American Home Mortgage Servicing June 2011 - August 2011
TD Ameritrade February 2011 - May 2011
Skills
Supply Chain, Access, PowerPoint, Microsoft Excel, Inventory Management, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Strategic Planning, Supply Chain Management, Leadership, Team Leadership, Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Finance, and Supply Chain Management
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
BNSF Railway September 2015 - Present
American Airlines April 2014 - September 2015
American Airlines June 2012 - May 2014
Alcon August 2011 - May 2012
Texas Christian University August 2008 - May 2012
American Home Mortgage Servicing June 2011 - August 2011
TD Ameritrade February 2011 - May 2011
Skills
Supply Chain, Access, PowerPoint, Microsoft Excel, Inventory Management, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Strategic Planning, Supply Chain Management, Leadership, Team Leadership, Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Finance, and Supply Chain Management
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
W. Justin Poynter W. Justin Poynter's TD Ameritrade Experience July 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
Morgan Stanley Smith Barney May 2011 - November 2012
New York Life Insurance Company May 2007 - May 2011
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2006
BBA, Marketing and Entrepreneurial Management
TD Ameritrade July 2012 - Present
Morgan Stanley Smith Barney May 2011 - November 2012
New York Life Insurance Company May 2007 - May 2011
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2006
BBA, Marketing and Entrepreneurial Management
Lauren Aitken Lauren Aitken's TD Ameritrade Experience June 2014 - August 2014
Job Accountant at CBRE
Industry Real Estate
Experience
CBRE February 2015 - Present
ANN INC. September 2013 - October 2014
TD Ameritrade June 2014 - August 2014
Special Insurance Services, Inc. April 2010 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Windows, Time Management, PeopleSoft, Event Management
Education
Texas Christian University 2011 — 2014
Bachelor's degree, Accounting and Finance
Texas Christian University - M.J. Neeley School of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CBRE February 2015 - Present
ANN INC. September 2013 - October 2014
TD Ameritrade June 2014 - August 2014
Special Insurance Services, Inc. April 2010 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Windows, Time Management, PeopleSoft, Event Management
Education
Texas Christian University 2011 — 2014
Bachelor's degree, Accounting and Finance
Texas Christian University - M.J. Neeley School of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lauren Yaffa's TD Ameritrade Experience February 2015 - April 2015
Job Financial Representative Full Trader at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments April 2015 - Present
TD Ameritrade February 2015 - April 2015
G&L Financial Strategies August 2014 - December 2014
Skills
Microsoft Office, Outlook, Leadership, PowerPoint, Microsoft Word, Social Media, Windows, English, Research, Teamwork, Teaching, Marketing, Sales, Social Networking, Microsoft Excel, Customer Service, Investments, Series 7
Education
Texas Woman's University 2012 — 2016
Finance, General
Texas Woman's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments April 2015 - Present
TD Ameritrade February 2015 - April 2015
G&L Financial Strategies August 2014 - December 2014
Skills
Microsoft Office, Outlook, Leadership, PowerPoint, Microsoft Word, Social Media, Windows, English, Research, Teamwork, Teaching, Marketing, Sales, Social Networking, Microsoft Excel, Customer Service, Investments, Series 7
Education
Texas Woman's University 2012 — 2016
Finance, General
Texas Woman's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Cori Kelly's TD Ameritrade Experience June 2007 - August 2013
Job Realtor at Ebby Halliday Realtors
Industry Financial Services
Experience
Ebby Halliday Realtors August 2013 - Present
TD Ameritrade June 2007 - August 2013
Skills
Seller Representation, Buyer Representation, First Time Home Buyers, Texas Real Estate..., Investment Properties, Contract Negotiation, Series 63, Series 7, Series 65, Investments, New Home Sales, Referrals, Short Sales, Retirement Planning, Financial Planning, Foreclosures, Single Family Homes, Relocation, Sellers, Real Estate, Financial Services, New Homes, Sales
Education
Texas Christian University
Ebby Halliday Realtors August 2013 - Present
TD Ameritrade June 2007 - August 2013
Skills
Seller Representation, Buyer Representation, First Time Home Buyers, Texas Real Estate..., Investment Properties, Contract Negotiation, Series 63, Series 7, Series 65, Investments, New Home Sales, Referrals, Short Sales, Retirement Planning, Financial Planning, Foreclosures, Single Family Homes, Relocation, Sellers, Real Estate, Financial Services, New Homes, Sales
Education
Texas Christian University
David Streck's TD Ameritrade Experience June 2012 - Present
Job Student at Saint Joseph's University
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
TD July 2013 - July 2015
Skills
Customer Service, Retail Banking, Finance, Portfolio Management, Financial Analysis, Financial Services, Investments, Financial Advisory, Trading, PowerPoint
Education
Saint Joseph's University 2012 — 2016
Bachelor of Science (B.S.), Finance & Financial Planning
The American University of Rome 2015 — 2015
TD Ameritrade June 2012 - Present
TD July 2013 - July 2015
Skills
Customer Service, Retail Banking, Finance, Portfolio Management, Financial Analysis, Financial Services, Investments, Financial Advisory, Trading, PowerPoint
Education
Saint Joseph's University 2012 — 2016
Bachelor of Science (B.S.), Finance & Financial Planning
The American University of Rome 2015 — 2015
Alisa Morgan Alisa Morgan's TD Ameritrade Experience January 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Skills
Financial Analysis, Asset Allocation, Analysis, Microsoft Office, Process Improvement, Finance, Customer Service, Event Planning, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Team Building
Education
Texas Southern University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TD Ameritrade January 2011 - Present
Skills
Financial Analysis, Asset Allocation, Analysis, Microsoft Office, Process Improvement, Finance, Customer Service, Event Planning, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Team Building
Education
Texas Southern University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ryan Arrington Ryan Arrington's TD Ameritrade Experience January 2014 - November 2014
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
TD Ameritrade January 2014 - November 2014
TD Ameritrade January 2012 - December 2013
Skills
Investments, Financial Analysis, Risk Management, Financial Services, Mutual Funds, Leadership, Insurance
Education
Texas Tech University 2005 — 2009
Bachelor's Degree, Finance
Wells Fargo Advisors November 2014 - Present
TD Ameritrade January 2014 - November 2014
TD Ameritrade January 2012 - December 2013
Skills
Investments, Financial Analysis, Risk Management, Financial Services, Mutual Funds, Leadership, Insurance
Education
Texas Tech University 2005 — 2009
Bachelor's Degree, Finance
Paul Eiting Paul Eiting's TD Ameritrade Experience May 2014 - June 2015
Job CRPC
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TD Ameritrade May 2014 - June 2015
TD Ameritrade November 2008 - May 2014
Education
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), International Marketing
TIAA-CREF August 2015 - Present
TD Ameritrade May 2014 - June 2015
TD Ameritrade November 2008 - May 2014
Education
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), International Marketing
Nan Sloan Nan Sloan's TD Ameritrade Experience June 2015 - Present
Job Investor Services Intern at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
R Bank Texas May 2014 - August 2014
Skills
Microsoft PowerPoint..., Mircosoft Word..., Microsoft Excel...
Education
Texas Christian University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 3.88 Overall GPA
Texas Christian University 2013 — 2017
Finance, General
TD Ameritrade June 2015 - Present
R Bank Texas May 2014 - August 2014
Skills
Microsoft PowerPoint..., Mircosoft Word..., Microsoft Excel...
Education
Texas Christian University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 3.88 Overall GPA
Texas Christian University 2013 — 2017
Finance, General
ALI SULTAN ALI SULTAN's TD Ameritrade Experience January 2010 - November 2012
Job Branch Service Manager
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Morgan Stanley November 2012 - July 2014
United States Marine Corps February 2002 - April 2014
TD Ameritrade January 2010 - November 2012
1st Global July 2009 - January 2010
Fidelity Investments August 1999 - August 2008
Bank of America April 1997 - October 1998
Skills
Series 7, Series 63, Series 24, Microsoft Office, Strategic Leadership, Risk Assessment, Risk Management, Performance Management, Process Improvement, Building Relationships, Strategic Planning, Team Leadership, Cross-functional Team..., FINRA, Strategy, Mutual Funds, Call Centers, Financial Services, Uniform Combined State..., Talent Management, 401k, Asset Allocation, Securities, Investment Advisory, Options, Series 4, Series 9, Series 10, Series 66, Tactical Planning, Risk Mitigation, Talent Development, Career Development, Creative Problem Solving, Restoration, Results Focused, Customer Focus, Achiever, Strategic, Action Planning, Team Motivator, Influential, Organizational..., Quality Improvement, Training, Wealth Management, IRAs, Relationship Management, Trading, Stocks
Education
Texas Tech University 2011 — 2013
Master of Business Administration (M.B.A.), Business Adminstration
University of Phoenix 2007 — 2009
Bachelor of Applied Science (BASc), Management
Fidelity Investments August 2014 - Present
Morgan Stanley November 2012 - July 2014
United States Marine Corps February 2002 - April 2014
TD Ameritrade January 2010 - November 2012
1st Global July 2009 - January 2010
Fidelity Investments August 1999 - August 2008
Bank of America April 1997 - October 1998
Skills
Series 7, Series 63, Series 24, Microsoft Office, Strategic Leadership, Risk Assessment, Risk Management, Performance Management, Process Improvement, Building Relationships, Strategic Planning, Team Leadership, Cross-functional Team..., FINRA, Strategy, Mutual Funds, Call Centers, Financial Services, Uniform Combined State..., Talent Management, 401k, Asset Allocation, Securities, Investment Advisory, Options, Series 4, Series 9, Series 10, Series 66, Tactical Planning, Risk Mitigation, Talent Development, Career Development, Creative Problem Solving, Restoration, Results Focused, Customer Focus, Achiever, Strategic, Action Planning, Team Motivator, Influential, Organizational..., Quality Improvement, Training, Wealth Management, IRAs, Relationship Management, Trading, Stocks
Education
Texas Tech University 2011 — 2013
Master of Business Administration (M.B.A.), Business Adminstration
University of Phoenix 2007 — 2009
Bachelor of Applied Science (BASc), Management
Tom Bolger's TD Ameritrade Experience October 2002 - November 2003
Job Key Account Manager at Follett School Solutions
Industry Education Management
Experience
Follett School Solutions November 2004 - Present
TD Ameritrade October 2002 - November 2003
American Express Financial Advisors January 2002 - October 2002
Skills
Strengthening Client..., New Customer..., Experienced Sales..., Strategic Planning, Solution Development, Cross-functional Team..., Public Speaking, Key Account Management, Consultative Selling..., CRM databases, Solution Selling, Direct Sales, B2B Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
Master's Degree, Business Administration and Management, General
Texas Christian University 1998 — 2001
Bachelor's Degree, Marketing
Follett School Solutions November 2004 - Present
TD Ameritrade October 2002 - November 2003
American Express Financial Advisors January 2002 - October 2002
Skills
Strengthening Client..., New Customer..., Experienced Sales..., Strategic Planning, Solution Development, Cross-functional Team..., Public Speaking, Key Account Management, Consultative Selling..., CRM databases, Solution Selling, Direct Sales, B2B Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
Master's Degree, Business Administration and Management, General
Texas Christian University 1998 — 2001
Bachelor's Degree, Marketing
NaChelle Jackson NaChelle Jackson's TD Ameritrade Experience August 2009 - March 2014
Job Administrative Assistant, Workers Compensation at Tarrant County
Industry Human Resources
Experience
Tarrant County February 2015 - Present
City of Fort Worth July 2014 - January 2015
Team 1 in 3 March 2014 - July 2014
TD Ameritrade August 2009 - March 2014
Westwood College May 2008 - August 2009
Citi Financial Mortgage January 2008 - May 2008
Skills
Banking, Process Improvement, Financial Analysis, Credit, Analysis, Finance, Access, Business Analysis, Microsoft Excel, Customer Service, PeopleSoft, Human Resources, Training, Onboarding, Interviews, Microsoft Office, Payroll, Time Management, Management, Team Building
Education
Texas Woman's University 2011 — 2016
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Texas Wesleyan University 1998 — 2001
Accounting
Amon G. Carter Riverside High School 1994 — 1998
Advanced Honors Diploma, Honors/Regents High School/Secondary Diploma Program
Tarrant County February 2015 - Present
City of Fort Worth July 2014 - January 2015
Team 1 in 3 March 2014 - July 2014
TD Ameritrade August 2009 - March 2014
Westwood College May 2008 - August 2009
Citi Financial Mortgage January 2008 - May 2008
Skills
Banking, Process Improvement, Financial Analysis, Credit, Analysis, Finance, Access, Business Analysis, Microsoft Excel, Customer Service, PeopleSoft, Human Resources, Training, Onboarding, Interviews, Microsoft Office, Payroll, Time Management, Management, Team Building
Education
Texas Woman's University 2011 — 2016
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Texas Wesleyan University 1998 — 2001
Accounting
Amon G. Carter Riverside High School 1994 — 1998
Advanced Honors Diploma, Honors/Regents High School/Secondary Diploma Program
Brendan Fisher Brendan Fisher's TD Ameritrade Experience September 2013 - September 2014
Job Client Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade September 2013 - September 2014
Wells Fargo Retail Finance October 2012 - September 2013
Wells Fargo April 2012 - October 2012
Red Oak Capital January 2012 - March 2012
Chik-Fil-A January 2008 - January 2011
Phi Mu Alpha Sinfonia January 2009 - January 2010
Consulting Resources January 2004 - January 2008
Skills
Sales Management, Financial Advisory, Cash Management, Risk Management, Interpersonal..., Financial and Strategic..., Analytical Skills, Proficient in Microsoft..., Series 63, Series 7, Loans, Microsoft Word, Event Planning, Social Media, Microsoft Excel, Banking, Microsoft Office, Financial Services, Mortgage Lending, PowerPoint, Finance, Cash Flow
Education
Texas Tech University 2007 — 2011
Bachelor of Arts (B.A.), Music
Birdville High School 2003 — 2007
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade September 2013 - September 2014
Wells Fargo Retail Finance October 2012 - September 2013
Wells Fargo April 2012 - October 2012
Red Oak Capital January 2012 - March 2012
Chik-Fil-A January 2008 - January 2011
Phi Mu Alpha Sinfonia January 2009 - January 2010
Consulting Resources January 2004 - January 2008
Skills
Sales Management, Financial Advisory, Cash Management, Risk Management, Interpersonal..., Financial and Strategic..., Analytical Skills, Proficient in Microsoft..., Series 63, Series 7, Loans, Microsoft Word, Event Planning, Social Media, Microsoft Excel, Banking, Microsoft Office, Financial Services, Mortgage Lending, PowerPoint, Finance, Cash Flow
Education
Texas Tech University 2007 — 2011
Bachelor of Arts (B.A.), Music
Birdville High School 2003 — 2007
Violet Dang's TD Ameritrade Experience February 2013 - April 2013
Job Finance and MIS Professional
Industry Information Technology and Services
Experience
Fidelity Investments June 2014 - June 2015
Alcon - a Novartis company May 2013 - November 2013
TD Ameritrade February 2013 - April 2013
A.I. Capital Group June 2012 - August 2012
TCU May 2012 - May 2012
Skills 4 Living June 2011 - June 2011
Lone Star College Library September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Leadership, SharePoint, Microsoft Office, Management, Customer Service, Team Leadership, Visual Basic, Time Management, Project Management, SQL, Academic Achievement, Research, Accounting, Data Analysis, VBA
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration, Finance and Business Information System
Fidelity Investments June 2014 - June 2015
Alcon - a Novartis company May 2013 - November 2013
TD Ameritrade February 2013 - April 2013
A.I. Capital Group June 2012 - August 2012
TCU May 2012 - May 2012
Skills 4 Living June 2011 - June 2011
Lone Star College Library September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Leadership, SharePoint, Microsoft Office, Management, Customer Service, Team Leadership, Visual Basic, Time Management, Project Management, SQL, Academic Achievement, Research, Accounting, Data Analysis, VBA
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration, Finance and Business Information System
Kathy Schuele's TD Ameritrade Experience December 2012 - January 2013
Job Sales Logistics Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
Texas Christian University August 2009 - Present
TD Ameritrade December 2012 - January 2013
RED Development, Village Pointe May 2012 - July 2012
TCU Frog Club August 2010 - September 2011
UNL Athletic Department May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Student Affairs, Facebook, Event Planning, Student Development, Photoshop, Social Networking, Critical Thinking, Fundraising
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Christian University August 2009 - Present
TD Ameritrade December 2012 - January 2013
RED Development, Village Pointe May 2012 - July 2012
TCU Frog Club August 2010 - September 2011
UNL Athletic Department May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Student Affairs, Facebook, Event Planning, Student Development, Photoshop, Social Networking, Critical Thinking, Fundraising
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Blair Jones's TD Ameritrade Experience February 2013 - April 2013
Job Analyst at LStar Capital
Industry Real Estate
Experience
LStar Capital May 2015 - Present
ACRE Capital June 2014 - May 2015
PhysAssist Scribes, Inc January 2014 - May 2014
Amegy Bank June 2013 - August 2013
Impossible Possibilities August 2012 - May 2013
TD Ameritrade February 2013 - April 2013
JW Marriott Hill Country Resort & Spa March 2010 - November 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Access, Public Speaking, Accounting, Team Leadership, Finance, Time Management
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Accounting Minor
LStar Capital May 2015 - Present
ACRE Capital June 2014 - May 2015
PhysAssist Scribes, Inc January 2014 - May 2014
Amegy Bank June 2013 - August 2013
Impossible Possibilities August 2012 - May 2013
TD Ameritrade February 2013 - April 2013
JW Marriott Hill Country Resort & Spa March 2010 - November 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Access, Public Speaking, Accounting, Team Leadership, Finance, Time Management
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Accounting Minor
Kristina Ayr Kristina Ayr's TD Ameritrade Experience November 2011 - May 2013
Job Team Manager at TD Ameritrade Institutional
Industry Public Relations and Communications
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional May 2013 - March 2015
TD Ameritrade November 2011 - May 2013
Coach Leatherware October 2006 - March 2012
Crusader Cheer and More December 2005 - August 2009
Skills
Sales, Customer Service, Public Relations, Microsoft Office, PowerPoint, Microsoft Excel, Adobe Creative Suite, InDesign, Photoshop, Outlook, Series 7, Series 63, Social Networking, Social Media, Advertising, Training, Employee Training, Microsoft Word, Time Management, CRM, Management, Leadership, Financial Services
Education
Texas Christian University 2007 — 2009
Bachelor's degree, Public Relations and Advertising
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional May 2013 - March 2015
TD Ameritrade November 2011 - May 2013
Coach Leatherware October 2006 - March 2012
Crusader Cheer and More December 2005 - August 2009
Skills
Sales, Customer Service, Public Relations, Microsoft Office, PowerPoint, Microsoft Excel, Adobe Creative Suite, InDesign, Photoshop, Outlook, Series 7, Series 63, Social Networking, Social Media, Advertising, Training, Employee Training, Microsoft Word, Time Management, CRM, Management, Leadership, Financial Services
Education
Texas Christian University 2007 — 2009
Bachelor's degree, Public Relations and Advertising
Alana Tran Alana Tran's TD Ameritrade Experience March 2004 - September 2011
Job Asia World Media "The Voice for Our Community"
Industry Broadcast Media
Experience
TD Ameritrade March 2004 - September 2011
Diesel Energy International 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Business Development, Sales, Management, CRM, Strategic Planning, New Business Development, Business Strategy, Social Media Marketing, Advertising, Marketing Strategy, Social Media, Portfolio Management, Start-ups, Analysis, Investments, Financial Services, Strategy, Leadership, Marketing, Entrepreneurship, Mergers & Acquisitions
Education
Texas Woman's University
Master of Science - Counseling and Development, Counseling Psychology
University of North Texas
Bachelor of Science - Biology, Anatomy/Physiology/Pathology
University of North Texas
Bachelor of Arts - Psychology
TD Ameritrade March 2004 - September 2011
Diesel Energy International 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Business Development, Sales, Management, CRM, Strategic Planning, New Business Development, Business Strategy, Social Media Marketing, Advertising, Marketing Strategy, Social Media, Portfolio Management, Start-ups, Analysis, Investments, Financial Services, Strategy, Leadership, Marketing, Entrepreneurship, Mergers & Acquisitions
Education
Texas Woman's University
Master of Science - Counseling and Development, Counseling Psychology
University of North Texas
Bachelor of Science - Biology, Anatomy/Physiology/Pathology
University of North Texas
Bachelor of Arts - Psychology
Kyle Dawson Kyle Dawson's TD Ameritrade Experience February 2004 - December 2012
Job Customer Service Center Manager at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services December 2012 - Present
TD Ameritrade February 2004 - December 2012
Skills
Mutual Funds, Financial Services, Wealth Management, Securities, Relationship Management, Investments, Portfolio Management, Equities, Retirement Planning, Options, Team Mentoring, Employee Training
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2001
Finance, Finance
First Command Financial Services December 2012 - Present
TD Ameritrade February 2004 - December 2012
Skills
Mutual Funds, Financial Services, Wealth Management, Securities, Relationship Management, Investments, Portfolio Management, Equities, Retirement Planning, Options, Team Mentoring, Employee Training
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2001
Finance, Finance
Paul McIntosh Paul McIntosh's TD Ameritrade Experience November 2008 - January 2009
Job Business Development Manager at Time Communications
Industry Telecommunications
Experience
Time Communications November 2013 - Present
Associated Bank January 2010 - May 2012
Wells Fargo Bank February 2009 - January 2010
Cobra Trading Inc. January 2009 - January 2010
TD Ameritrade November 2008 - January 2009
Fidelity Investments September 2005 - May 2006
Skills
Sales, Marketing, Persuader, Economics, Relationship Management, Sales Process, B2B, Negotiation, New Business Development, Sales Management, Business Strategy, Business Intelligence, CRM, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Commercial Credit, Loans, Asset Management, Financial Analysis, Cash Management, Investments, Strategy, Equity Trading, Derivatives Trading, Equity Research, Hedge Funds, Bank Relationship, Small Business, Risk Management, Valuation, M&A experience
Education
Texas Christian University 2003 — 2005
Bachelors B.A., Economics
Time Communications November 2013 - Present
Associated Bank January 2010 - May 2012
Wells Fargo Bank February 2009 - January 2010
Cobra Trading Inc. January 2009 - January 2010
TD Ameritrade November 2008 - January 2009
Fidelity Investments September 2005 - May 2006
Skills
Sales, Marketing, Persuader, Economics, Relationship Management, Sales Process, B2B, Negotiation, New Business Development, Sales Management, Business Strategy, Business Intelligence, CRM, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Commercial Credit, Loans, Asset Management, Financial Analysis, Cash Management, Investments, Strategy, Equity Trading, Derivatives Trading, Equity Research, Hedge Funds, Bank Relationship, Small Business, Risk Management, Valuation, M&A experience
Education
Texas Christian University 2003 — 2005
Bachelors B.A., Economics
Irena Matijevic Irena Matijevic's TD Ameritrade Experience January 2007 - October 2008
Job MBA Candidate at TCU
Industry Financial Services
Experience
TCU August 2008 - Present
TD Ameritrade January 2007 - October 2008
TD Ameritrade June 2006 - January 2007
Education
Texas Christian University 2008 — 2010
MBA
The University of Texas at Arlington 2004 — 2006
BBA
TCU August 2008 - Present
TD Ameritrade January 2007 - October 2008
TD Ameritrade June 2006 - January 2007
Education
Texas Christian University 2008 — 2010
MBA
The University of Texas at Arlington 2004 — 2006
BBA
Erin Cleveland's TD Ameritrade Experience November 2014 - April 2015
Job
Industry Public Relations and Communications
Experience
Envoy Air Inc., formerly American Eagle Airlines May 2015 - July 2015
TD Ameritrade November 2014 - April 2015
Freebirds World Burrito August 2009 - January 2014
The Range Golf Club June 2013 - July 2013
Sneaky Pete's Sports Bar and Grill May 2011 - July 2011
Pei Wei Asian Diner August 2007 - July 2010
Skills
Acquired three..., Familiar with AP style..., Familiar with all..., Proficient in Microsoft..., Customer Service, Event Management, Time Management, Cashiering, Social Networking, Microsoft Word, Facebook, Teamwork, Marketing, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Event Planning, Sales, Microsoft Office, Leadership, Social Media Marketing, Public Relations, Photoshop, Team Leadership, Research
Education
Texas Tech University 2010 — 2014
Bachelor of Arts in Media Strategies, Mass Communication/Media
Envoy Air Inc., formerly American Eagle Airlines May 2015 - July 2015
TD Ameritrade November 2014 - April 2015
Freebirds World Burrito August 2009 - January 2014
The Range Golf Club June 2013 - July 2013
Sneaky Pete's Sports Bar and Grill May 2011 - July 2011
Pei Wei Asian Diner August 2007 - July 2010
Skills
Acquired three..., Familiar with AP style..., Familiar with all..., Proficient in Microsoft..., Customer Service, Event Management, Time Management, Cashiering, Social Networking, Microsoft Word, Facebook, Teamwork, Marketing, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Event Planning, Sales, Microsoft Office, Leadership, Social Media Marketing, Public Relations, Photoshop, Team Leadership, Research
Education
Texas Tech University 2010 — 2014
Bachelor of Arts in Media Strategies, Mass Communication/Media
Barry Streit's TD Ameritrade Experience March 2008 - March 2009
Job Senior Vice President Sales at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
Ed Sturdivant's TD Ameritrade Experience March 2014 - June 2015
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
TD Ameritrade March 2014 - June 2015
TD Ameritrade June 2012 - March 2014
JPMorgan Chase August 2009 - June 2012
Fidelity Investments July 2001 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Portfolio Management, Securities, Equities, Asset Managment, Series 66, Series 24
Education
Texas Tech University 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics
Scottrade June 2015 - Present
TD Ameritrade March 2014 - June 2015
TD Ameritrade June 2012 - March 2014
JPMorgan Chase August 2009 - June 2012
Fidelity Investments July 2001 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Portfolio Management, Securities, Equities, Asset Managment, Series 66, Series 24
Education
Texas Tech University 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics
Eric Fleischer's TD Ameritrade Experience July 2013 - Present
Job Director, Institutional Planning and Workforce Management at TD Ameritrade
Industry Banking
Experience
TD Ameritrade July 2013 - Present
TD Ameritrade October 2012 - July 2013
Fidelity September 2007 - October 2012
Citigroup October 2005 - September 2007
Citigroup November 2001 - October 2005
Accenture January 2001 - November 2001
Skills
Direct Marketing, Communications Audits, Continuous Improvement, Process Redesign, Database Marketing, Analytics, Segmentation, Business Analysis, Financial Services, Vendor Management, Business Intelligence, Process Improvement, Credit Cards, Customer Acquisition, SAS, CRM, Data Analysis, Customer Analysis, Predictive Analytics, Project Management, SDLC, Team Management, Business Process..., Leadership, Project Planning, Business Requirements, Relationship Management, Management
Education
CIMBA, Asolo, Italy 2000 — 2000
MBA, International Business
Texas Tech University - Rawls College of Business 1999 — 2000
MBA, Entrepreneurial Management
Texas Tech University - Rawls College of Business 1995 — 1999
Marketing
TD Ameritrade July 2013 - Present
TD Ameritrade October 2012 - July 2013
Fidelity September 2007 - October 2012
Citigroup October 2005 - September 2007
Citigroup November 2001 - October 2005
Accenture January 2001 - November 2001
Skills
Direct Marketing, Communications Audits, Continuous Improvement, Process Redesign, Database Marketing, Analytics, Segmentation, Business Analysis, Financial Services, Vendor Management, Business Intelligence, Process Improvement, Credit Cards, Customer Acquisition, SAS, CRM, Data Analysis, Customer Analysis, Predictive Analytics, Project Management, SDLC, Team Management, Business Process..., Leadership, Project Planning, Business Requirements, Relationship Management, Management
Education
CIMBA, Asolo, Italy 2000 — 2000
MBA, International Business
Texas Tech University - Rawls College of Business 1999 — 2000
MBA, Entrepreneurial Management
Texas Tech University - Rawls College of Business 1995 — 1999
Marketing
Jonathan Ribble's TD Ameritrade Experience April 2007 - April 2008
Job Independent Currency Trader and Educator
Industry Financial Services
Experience
TD Ameritrade April 2007 - April 2008
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Uniform Combined State..., Securities, Investment Strategies, Retirement, Investments, FINRA, Equities, Series 24, Alternative Investments, Fixed Income, Trading, Separately Managed...
Education
Texas State University 1996 — 2000
TD Ameritrade April 2007 - April 2008
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Uniform Combined State..., Securities, Investment Strategies, Retirement, Investments, FINRA, Equities, Series 24, Alternative Investments, Fixed Income, Trading, Separately Managed...
Education
Texas State University 1996 — 2000
Amy (Sutherland) Bacher's TD Ameritrade Experience June 2011 - Present
Job Escalation Services Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
TD Ameritrade March 2006 - June 2011
AMC Theatres October 2005 - March 2006
Main Event Entertainment 2002 - 2006
Sun Microsystems 2000 - 2001
Education
Texas Tech University 1996 — 2000
BS, Marketing
Texas Tech University - Rawls College of Business 1996 — 2000
BS, International Business
TD Ameritrade June 2011 - Present
TD Ameritrade March 2006 - June 2011
AMC Theatres October 2005 - March 2006
Main Event Entertainment 2002 - 2006
Sun Microsystems 2000 - 2001
Education
Texas Tech University 1996 — 2000
BS, Marketing
Texas Tech University - Rawls College of Business 1996 — 2000
BS, International Business
Oliver Bergmann's TD Ameritrade Experience February 2007 - April 2007
Job Regional Sales Director at Workiva
Industry Information Technology and Services
Experience
Workiva November 2012 - Present
IBM January 2011 - November 2012
IBM June 2007 - December 2010
TD Ameritrade February 2007 - April 2007
Skills
Solution Selling, Cloud Computing, SaaS, Enterprise Software, Channel, Account Management, Managed Services, Sales Enablement, Professional Services, Direct Sales, Sales Process, Data Center, CRM
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
B.B.A., Entrepreneurial Management with an Emphasis on International Business
Workiva November 2012 - Present
IBM January 2011 - November 2012
IBM June 2007 - December 2010
TD Ameritrade February 2007 - April 2007
Skills
Solution Selling, Cloud Computing, SaaS, Enterprise Software, Channel, Account Management, Managed Services, Sales Enablement, Professional Services, Direct Sales, Sales Process, Data Center, CRM
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
B.B.A., Entrepreneurial Management with an Emphasis on International Business
Courtney McGill's TD Ameritrade Experience November 2013 - Present
Job Manager, Tax Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade November 2011 - November 2013
TD Ameritrade September 2010 - November 2011
TD Ameritrade August 2009 - August 2010
AXA Advisors October 2008 - May 2009
Fidelity Investments June 2007 - September 2008
Skills
Series 7, Investments, Series 63, Series 24, Retirement, Leadership, Securities, Team Management, Financial Services, Career Development..., Cost Basis Reporting, IRAs, Process Improvement, Employee Engagement, Operations Management, Equities, Management, Team Building, Options, 401k, Brokerage, Coaching, Quality Management, Productivity Coaching, Mentoring, Job Coaching, Change Management, Public Speaking, Financial Analysis, Fixed Income, Life Insurance
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurial Management; Spanish
TD Ameritrade November 2013 - Present
TD Ameritrade November 2011 - November 2013
TD Ameritrade September 2010 - November 2011
TD Ameritrade August 2009 - August 2010
AXA Advisors October 2008 - May 2009
Fidelity Investments June 2007 - September 2008
Skills
Series 7, Investments, Series 63, Series 24, Retirement, Leadership, Securities, Team Management, Financial Services, Career Development..., Cost Basis Reporting, IRAs, Process Improvement, Employee Engagement, Operations Management, Equities, Management, Team Building, Options, 401k, Brokerage, Coaching, Quality Management, Productivity Coaching, Mentoring, Job Coaching, Change Management, Public Speaking, Financial Analysis, Fixed Income, Life Insurance
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurial Management; Spanish
Lance Deal's TD Ameritrade Experience March 2006 - March 2013
Job Risk Advisory Services at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP August 2014 - Present
UBS Financial Services Inc May 2013 - August 2014
TD Ameritrade March 2006 - March 2013
Wachovia May 2004 - March 2006
Fidelity Investments 1999 - 2004
Principal Financial Securities, Inc. 1995 - 1997
Skills
Securities Exchange Act..., FINRA Written..., SOX Internal Controls, Root Cause Problem..., Securities, Financial Services, Mutual Funds, Relationship Management, Back Office, SOX 404, Equities, Business Analysis, Investments, Risk Management, Accounting, Brokerage, Fixed Income, Internal Controls, FINRA
Education
Texas State University-San Marcos 1991 — 1993
Bachelor of Business Administration (BBA), accounting
Securities Industry Institute 2009 — 2011
Wharton Business School
Dixon Hughes Goodman LLP August 2014 - Present
UBS Financial Services Inc May 2013 - August 2014
TD Ameritrade March 2006 - March 2013
Wachovia May 2004 - March 2006
Fidelity Investments 1999 - 2004
Principal Financial Securities, Inc. 1995 - 1997
Skills
Securities Exchange Act..., FINRA Written..., SOX Internal Controls, Root Cause Problem..., Securities, Financial Services, Mutual Funds, Relationship Management, Back Office, SOX 404, Equities, Business Analysis, Investments, Risk Management, Accounting, Brokerage, Fixed Income, Internal Controls, FINRA
Education
Texas State University-San Marcos 1991 — 1993
Bachelor of Business Administration (BBA), accounting
Securities Industry Institute 2009 — 2011
Wharton Business School
Mary Merlo's TD Ameritrade Experience December 2005 - September 2007
Job Cash Management at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2012 - Present
Home February 2008 - September 2012
TIAA-CREF September 2007 - February 2008
TD Ameritrade December 2005 - September 2007
TD Ameritrade June 2004 - December 2005
TD Ameritrade December 2002 - June 2004
Saint-Gobain Abrasives September 1996 - September 2002
Skills
Call Centers, Training, Customer Service, Management, Portfolio Management, Financial Services, Equities, Microsoft Office, Finance, Accounting, Time Management, Sales, Outlook, IRAs, Microsoft Excel, Team Building, Access, PowerPoint, Salesforce.com, Microsoft Word, Call Center, Data Entry, Inventory Control, Forklift Operator, Invoicing, Networking, Office Administration, Windows, Retail, 401k, Job Coaching, Subject Matter Experts, Series 7, Investments
Education
Texas State Technical College 2000 — 2002
Associate, Applied Science/Computer Networking
TD Ameritrade Institutional September 2012 - Present
Home February 2008 - September 2012
TIAA-CREF September 2007 - February 2008
TD Ameritrade December 2005 - September 2007
TD Ameritrade June 2004 - December 2005
TD Ameritrade December 2002 - June 2004
Saint-Gobain Abrasives September 1996 - September 2002
Skills
Call Centers, Training, Customer Service, Management, Portfolio Management, Financial Services, Equities, Microsoft Office, Finance, Accounting, Time Management, Sales, Outlook, IRAs, Microsoft Excel, Team Building, Access, PowerPoint, Salesforce.com, Microsoft Word, Call Center, Data Entry, Inventory Control, Forklift Operator, Invoicing, Networking, Office Administration, Windows, Retail, 401k, Job Coaching, Subject Matter Experts, Series 7, Investments
Education
Texas State Technical College 2000 — 2002
Associate, Applied Science/Computer Networking
Sarah Easley's TD Ameritrade Experience May 2011 - February 2013
Job Staffing Coordinator/Recruiter at Pediatric Home Healthcare
Industry Hospital & Health Care
Experience
Pediatric Home Healthcare February 2013 - Present
TD Ameritrade May 2011 - February 2013
TD Ameritrade November 2009 - May 2011
TD Ameritrade September 2008 - January 2010
Personal Money Planning March 2004 - September 2008
Personal Money Planning March 2004 - September 2008
Personal Money Planning March 2004 - September 2008
Skills
Management, Marketing, Investments, Customer Service, Public Speaking, Series 7
Education
Texas Tech University - Rawls College of Business 2006 — 2008
B.B.A., Marketing
Pediatric Home Healthcare February 2013 - Present
TD Ameritrade May 2011 - February 2013
TD Ameritrade November 2009 - May 2011
TD Ameritrade September 2008 - January 2010
Personal Money Planning March 2004 - September 2008
Personal Money Planning March 2004 - September 2008
Personal Money Planning March 2004 - September 2008
Skills
Management, Marketing, Investments, Customer Service, Public Speaking, Series 7
Education
Texas Tech University - Rawls College of Business 2006 — 2008
B.B.A., Marketing
Jennifer Van Pelt's TD Ameritrade Experience June 2011 - Present
Job Fund Relations Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
TD Ameritrade July 2008 - June 2011
Skills
Series 63, Wealth Management, Banking, Credit, Equities, Mutual Funds, Portfolio Management, Securities, Investments, Relationship Management, Series 7, Financial Services, Customer Service, Microsoft Office, 401k, Process Improvement
Education
Texas Lutheran University 1991 — 1995
BA, Business Admin
TD Ameritrade June 2011 - Present
TD Ameritrade July 2008 - June 2011
Skills
Series 63, Wealth Management, Banking, Credit, Equities, Mutual Funds, Portfolio Management, Securities, Investments, Relationship Management, Series 7, Financial Services, Customer Service, Microsoft Office, 401k, Process Improvement
Education
Texas Lutheran University 1991 — 1995
BA, Business Admin
Bryan Sanson, CRPC®'s TD Ameritrade Experience February 2009 - October 2012
Job Financial Advisor & CRPC® at Ameriprise Financial
Industry Financial Services
Experience
Smith, Sanson & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
TD Ameritrade February 2009 - October 2012
Fidelity Investments December 2007 - January 2009
Bank of America 2001 - 2007
Louis Business Products 2000 - 2001
Louis Business Products 2000 - 2001
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Marketing
Coppell High School
Smith, Sanson & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
TD Ameritrade February 2009 - October 2012
Fidelity Investments December 2007 - January 2009
Bank of America 2001 - 2007
Louis Business Products 2000 - 2001
Louis Business Products 2000 - 2001
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Marketing
Coppell High School
Grant Bingham's TD Ameritrade Experience May 2009 - Present
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2009 - Present
Fidelity Investments February 2004 - December 2008
UBS January 2002 - January 2004
Skills
Retirement Planning, Series 7, IRA's, Series 24, Series 66
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.)
TD Ameritrade May 2009 - Present
Fidelity Investments February 2004 - December 2008
UBS January 2002 - January 2004
Skills
Retirement Planning, Series 7, IRA's, Series 24, Series 66
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.)
Kayla Kidwell's TD Ameritrade Experience October 2009 - March 2011
Job Client Advisor at Bank of Texas
Industry Financial Services
Experience
Bank of Texas January 2013 - Present
Bank of Texas March 2011 - January 2013
TD Ameritrade October 2009 - March 2011
Skills
Financial Analysis, Finance, Wealth Management, Investments
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance, Real Estate
Bank of Texas January 2013 - Present
Bank of Texas March 2011 - January 2013
TD Ameritrade October 2009 - March 2011
Skills
Financial Analysis, Finance, Wealth Management, Investments
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance, Real Estate
Brad Hornberger's TD Ameritrade Experience April 2014 - Present
Job Senior Fixed Income Specialist
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade July 2013 - April 2014
TD Ameritrade November 2006 - July 2013
Ameriprise Financial Services, Inc. May 2004 - November 2006
Skills
Series 7, Series 63, Investments, Bonds, Bloomberg, Series 65, Stocks
Education
Texas Tech University - Rawls College of Business 1999 — 2003
Finance, Finance and General Business
TD Ameritrade April 2014 - Present
TD Ameritrade July 2013 - April 2014
TD Ameritrade November 2006 - July 2013
Ameriprise Financial Services, Inc. May 2004 - November 2006
Skills
Series 7, Series 63, Investments, Bonds, Bloomberg, Series 65, Stocks
Education
Texas Tech University - Rawls College of Business 1999 — 2003
Finance, Finance and General Business
Andrea Leonardi Dawson's TD Ameritrade Experience August 2014 - Present
Job Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
TD Ameritrade 2009 - 2014
Skills
Series 7, Series 63, Series 24, Equities, Securities, Mutual Funds, Series 4-Registered..., Options, FINRA, Investments, Team Leadership, Financial Services
Education
Texas Christian University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade August 2014 - Present
TD Ameritrade 2009 - 2014
Skills
Series 7, Series 63, Series 24, Equities, Securities, Mutual Funds, Series 4-Registered..., Options, FINRA, Investments, Team Leadership, Financial Services
Education
Texas Christian University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Jennifer Bernard's TD Ameritrade Experience November 2011 - December 2012
Job Senior Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade Institutional November 2012 - June 2013
TD Ameritrade November 2011 - December 2012
TD Ameritrade March 2011 - November 2011
TD Ameritrade October 2010 - March 2011
TD Ameritrade October 2009 - October 2010
TD Ameritrade March 2007 - October 2010
Skills
Options, Series 63, Series 24, Securities, Mutual Funds, Financial Services, Investments, Brokerage, AML, Series 7, Series 4, ACATS, Brokerage Operations, Lean Management, Asset Managment, Alternative Investments, Financial Advisory, Asset Allocation, Brokers, 401k, Asset Management, FINRA, Portfolio Management, Hedge Funds, Relationship Management, Back Office
Education
Texas Woman's University 1996 — 2000
Bachelor of Arts, Drama
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade Institutional November 2012 - June 2013
TD Ameritrade November 2011 - December 2012
TD Ameritrade March 2011 - November 2011
TD Ameritrade October 2010 - March 2011
TD Ameritrade October 2009 - October 2010
TD Ameritrade March 2007 - October 2010
Skills
Options, Series 63, Series 24, Securities, Mutual Funds, Financial Services, Investments, Brokerage, AML, Series 7, Series 4, ACATS, Brokerage Operations, Lean Management, Asset Managment, Alternative Investments, Financial Advisory, Asset Allocation, Brokers, 401k, Asset Management, FINRA, Portfolio Management, Hedge Funds, Relationship Management, Back Office
Education
Texas Woman's University 1996 — 2000
Bachelor of Arts, Drama
Nick Raper's TD Ameritrade Experience February 2005 - July 2005
Job Risk Management Analyst at GM Financial
Industry Research
Experience
GM Financial August 2013 - Present
UPS September 2007 - August 2013
UPS September 2000 - September 2007
Cummins Diesel January 2006 - June 2006
TD Ameritrade February 2005 - July 2005
Skills
Microsoft Excel, Transportation, Operations Management, Process Improvement, Customer Service, Access, Microsoft Office, Outlook, Data Analysis, Market Analysis, Business Strategy, Analytics, Policy Analysis, Technical Analysis, Strategic Consulting, Data Modeling, Databases, Data Mining, Data Management, Financial Analysis, Modeling, Model Making, Mathematics Education, Mathematical Modeling, Derivatives, Mathlab, Statistics, Statistical Modeling, Technical Writing, Technical Presentations, Management Consulting, Process Consulting, Technical Consultation, Program Management, Program Development, Program Evaluation, Program Coordination, Efficiency, Cost Efficiency, Business Efficiency, Process Efficiency, Operational Efficiency, Profit Maximization, Analysis, Logistics Management, Supply Chain Management, Process Scheduler, Process Optimization, Process Management, Shipping
Education
Texas Christian University 2008 — 2012
Bachelors of Science, Economics Major, Mathematics Minor
Arlington Heights High School
High School Diploma
GM Financial August 2013 - Present
UPS September 2007 - August 2013
UPS September 2000 - September 2007
Cummins Diesel January 2006 - June 2006
TD Ameritrade February 2005 - July 2005
Skills
Microsoft Excel, Transportation, Operations Management, Process Improvement, Customer Service, Access, Microsoft Office, Outlook, Data Analysis, Market Analysis, Business Strategy, Analytics, Policy Analysis, Technical Analysis, Strategic Consulting, Data Modeling, Databases, Data Mining, Data Management, Financial Analysis, Modeling, Model Making, Mathematics Education, Mathematical Modeling, Derivatives, Mathlab, Statistics, Statistical Modeling, Technical Writing, Technical Presentations, Management Consulting, Process Consulting, Technical Consultation, Program Management, Program Development, Program Evaluation, Program Coordination, Efficiency, Cost Efficiency, Business Efficiency, Process Efficiency, Operational Efficiency, Profit Maximization, Analysis, Logistics Management, Supply Chain Management, Process Scheduler, Process Optimization, Process Management, Shipping
Education
Texas Christian University 2008 — 2012
Bachelors of Science, Economics Major, Mathematics Minor
Arlington Heights High School
High School Diploma
Colton Lawton's TD Ameritrade Experience October 2014 - Present
Job Investor Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
Customer Research International July 2011 - July 2013
Skills
PowerPoint, Microsoft Office, Research, Teamwork, Negotiation, Sales, Budgets, Management
Education
Texas State University-San Marcos 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade October 2014 - Present
Customer Research International July 2011 - July 2013
Skills
PowerPoint, Microsoft Office, Research, Teamwork, Negotiation, Sales, Budgets, Management
Education
Texas State University-San Marcos 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Chad Cody's TD Ameritrade Experience March 2011 - May 2013
Job Senior Manager, Global Data Services
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments February 2014 - May 2015
TD Ameritrade March 2011 - May 2013
R.W. Smith August 2009 - August 2010
1st Global 2008 - 2009
Skills
Series 7, Series 66, Series 24, Series 53, Trading, Sales, Management, Financial Services, Securities, FINRA, MSRB, Municipal Bonds, Government Bonds, Uniform Combined State..., Series 63, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2001
BS, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments February 2014 - May 2015
TD Ameritrade March 2011 - May 2013
R.W. Smith August 2009 - August 2010
1st Global 2008 - 2009
Skills
Series 7, Series 66, Series 24, Series 53, Trading, Sales, Management, Financial Services, Securities, FINRA, MSRB, Municipal Bonds, Government Bonds, Uniform Combined State..., Series 63, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2001
BS, Finance
Michael Seaback, CPA's TD Ameritrade Experience September 2010 - December 2010
Job Audit Senior Associate II at Weaver LLP
Industry Accounting
Experience
Weaver August 2012 - Present
YPE 2015 - 2015
American Home Mortgage Servicing 2011 - 2011
TD Ameritrade September 2010 - December 2010
Fort Worth Chamber of Commerce May 2009 - August 2009
Skills
Accounting, Auditing, Financial Reporting, GAAP, Investments, US GAAP, Financial Accounting, External Audit, Internal Controls, Journal Entries, Sarbanes-Oxley Act, Banking, Assurance
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2012
MAc, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Weaver August 2012 - Present
YPE 2015 - 2015
American Home Mortgage Servicing 2011 - 2011
TD Ameritrade September 2010 - December 2010
Fort Worth Chamber of Commerce May 2009 - August 2009
Skills
Accounting, Auditing, Financial Reporting, GAAP, Investments, US GAAP, Financial Accounting, External Audit, Internal Controls, Journal Entries, Sarbanes-Oxley Act, Banking, Assurance
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2012
MAc, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Amy Steinle's TD Ameritrade Experience December 2005 - August 2012
Job Creativeminded and driven to help people overcome health issues
Industry Health, Wellness and Fitness
Experience
Young Living Essential Oils June 2013 - Present
TD Ameritrade December 2005 - August 2012
Skills
Series 7, Mutual Funds, Securities, FINRA, Series 63, Equities, Trading, Risk Management, Electronic Trading, Equity Derivatives, Options
Education
Texas Woman's University 1999 — 2003
B.A., Food and Nutrition in Business and Industry
Young Living Essential Oils June 2013 - Present
TD Ameritrade December 2005 - August 2012
Skills
Series 7, Mutual Funds, Securities, FINRA, Series 63, Equities, Trading, Risk Management, Electronic Trading, Equity Derivatives, Options
Education
Texas Woman's University 1999 — 2003
B.A., Food and Nutrition in Business and Industry
Jake DuBose's TD Ameritrade Experience February 2005 - June 2007
Job Senior Financial Consultant / Advice and Investment Services
Industry Financial Services
Experience
TIAA-CREF June 2007 - Present
TD Ameritrade February 2005 - June 2007
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Pensions, Mutual Funds, Series 63, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Investment Strategies, Fixed Annuities, 401k
Education
Texas Tech University 1999 — 2002
Philosophy, Ethics
TIAA-CREF June 2007 - Present
TD Ameritrade February 2005 - June 2007
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Pensions, Mutual Funds, Series 63, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Investment Strategies, Fixed Annuities, 401k
Education
Texas Tech University 1999 — 2002
Philosophy, Ethics
Krystal Haynes's TD Ameritrade Experience November 2010 - Present
Job Quality and Research Analyst
Industry Financial Services
Experience
TD Ameritrade November 2010 - Present
Abeo August 2006 - July 2010
Education
Texas Woman's University
Bachelor's degree, General Studies - Management and Sociology
TD Ameritrade November 2010 - Present
Abeo August 2006 - July 2010
Education
Texas Woman's University
Bachelor's degree, General Studies - Management and Sociology
Casmir Mason's TD Ameritrade Experience August 2013 - December 2013
Job BNSF Next Generation Leadership Program
Industry Oil & Energy
Experience
Texas Christian University August 2011 - Present
Miziker Entertainment Group December 2013 - January 2014
TD Ameritrade August 2013 - December 2013
Sammons Construction May 2013 - August 2013
Southern Motorcycle Supply May 2012 - August 2012
Skills
Financial Analysis, Strategic Planning, Management, Event Management, Team Building, Budgets
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Texas Christian University August 2011 - Present
Miziker Entertainment Group December 2013 - January 2014
TD Ameritrade August 2013 - December 2013
Sammons Construction May 2013 - August 2013
Southern Motorcycle Supply May 2012 - August 2012
Skills
Financial Analysis, Strategic Planning, Management, Event Management, Team Building, Budgets
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Chris Bosillo's TD Ameritrade Experience September 2009 - Present
Job Senior Operations Control Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2009 - Present
JPMorgan Chase August 2006 - September 2009
Skills
Account Reconciliation, Series 7, Series 63, Research, Process Improvement, Banking, Back Office, Microsoft Excel, Microsoft Office, Customer Service, Series 24, Series 27, Data Analysis, SEA Rule 15c3-3, Microsoft Access, Internal Audit, Risk Management, Equities, Management, Securities, Fixed Income, FINRA
Education
Texas Christian University 2002 — 2006
Bachelor's degree, Psychology
TD Ameritrade September 2009 - Present
JPMorgan Chase August 2006 - September 2009
Skills
Account Reconciliation, Series 7, Series 63, Research, Process Improvement, Banking, Back Office, Microsoft Excel, Microsoft Office, Customer Service, Series 24, Series 27, Data Analysis, SEA Rule 15c3-3, Microsoft Access, Internal Audit, Risk Management, Equities, Management, Securities, Fixed Income, FINRA
Education
Texas Christian University 2002 — 2006
Bachelor's degree, Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.