TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Felicia M. Jones Felicia M. Jones's TD Ameritrade Experience September 2012 - Present
Job Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
TD Ameritrade August 2011 - September 2012
TD Ameritrade October 2007 - August 2011
TD Ameritrade December 2006 - October 2007
Fidelity Investments April 2005 - March 2006
Fidelity Investments June 2000 - April 2005
Skills
Risk Management, Financial Services, Institutional Relations, Manage Client..., Critical Thinking, Independent Thinking, People Skills, Securities Market, Retail Banking, Fixed Income, Document Review, Mutual Funds, Project Management, Microsoft Office, Salesforce.com, Onboarding, Operational Risk..., Customer Service, Multi Tasking, Teamwork, Investments, Finance, Equities, Securities, Financial Advisory, Portfolio Management, Limited Companies, Trusts, Legal Documents, Regulatory Compliance, Fraud Detection, Hold Series 7, Series 24, Work Effectively, Registered Investment..., Financial Markets, Analysis, FINRA, Banking, Wealth Management, Financial Planning
Education
The University of Texas at Arlington 2001 — 2003
Bachelor of Arts (B.A.), Interdisciplinary Studies, Emphasis in English and Communications
TD Ameritrade September 2012 - Present
TD Ameritrade August 2011 - September 2012
TD Ameritrade October 2007 - August 2011
TD Ameritrade December 2006 - October 2007
Fidelity Investments April 2005 - March 2006
Fidelity Investments June 2000 - April 2005
Skills
Risk Management, Financial Services, Institutional Relations, Manage Client..., Critical Thinking, Independent Thinking, People Skills, Securities Market, Retail Banking, Fixed Income, Document Review, Mutual Funds, Project Management, Microsoft Office, Salesforce.com, Onboarding, Operational Risk..., Customer Service, Multi Tasking, Teamwork, Investments, Finance, Equities, Securities, Financial Advisory, Portfolio Management, Limited Companies, Trusts, Legal Documents, Regulatory Compliance, Fraud Detection, Hold Series 7, Series 24, Work Effectively, Registered Investment..., Financial Markets, Analysis, FINRA, Banking, Wealth Management, Financial Planning
Education
The University of Texas at Arlington 2001 — 2003
Bachelor of Arts (B.A.), Interdisciplinary Studies, Emphasis in English and Communications
Steven Meints Steven Meints's TD Ameritrade Experience October 1997 - May 2002
Job Attorney, U.S. Army Reserve Judge Advocate General's Corps
Industry Law Practice
Experience
143d Expeditionary Sustainment Command June 2014 - Present
U.S. Army June 2013 - June 2014
Wicker, Smith, O’Hara, McCoy & Ford, P.A June 2002 - June 2013
Civil Affairs Army Reserve Battalion June 2012 - May 2013
The University of Alabama School of Law 2011 - 2013
Special Operations - Qatar, Afghanistan, Bahrain April 2011 - April 2012
Army Operations Center April 2010 - April 2011
US Army June 2008 - July 2009
1st Corps Support Command December 2004 - November 2005
TD Ameritrade October 1997 - May 2002
Skills
Civil Litigation, Active TS/SCI Clearance, Military Justice, Construction Law, Litigation, Legal Research, Personal Injury, Legal Writing, Medical Malpractice, Commercial Litigation, Command, Appeals, Army, Courts, Contract Law, Security Clearance, Defense, Special Operations
Education
Tri County
University of Nebraska College of Law 1994 — 1997
Juris Doctor, Law
The George Washington University Law School 2013 — 2015
Master of Laws (LLM), Government Contracts and Procurement Law
The University of Alabama School of Law 2011 — 2013
Master of Laws (LLM), Tax Law/Taxation
University of Nebraska 1989 — 1993
Bachelor of Arts, Political Science and Economics
Command General and Staff College 2010 — 2011
Intermediate Level Education, Army Command and General Staff College
143d Expeditionary Sustainment Command June 2014 - Present
U.S. Army June 2013 - June 2014
Wicker, Smith, O’Hara, McCoy & Ford, P.A June 2002 - June 2013
Civil Affairs Army Reserve Battalion June 2012 - May 2013
The University of Alabama School of Law 2011 - 2013
Special Operations - Qatar, Afghanistan, Bahrain April 2011 - April 2012
Army Operations Center April 2010 - April 2011
US Army June 2008 - July 2009
1st Corps Support Command December 2004 - November 2005
TD Ameritrade October 1997 - May 2002
Skills
Civil Litigation, Active TS/SCI Clearance, Military Justice, Construction Law, Litigation, Legal Research, Personal Injury, Legal Writing, Medical Malpractice, Commercial Litigation, Command, Appeals, Army, Courts, Contract Law, Security Clearance, Defense, Special Operations
Education
Tri County
University of Nebraska College of Law 1994 — 1997
Juris Doctor, Law
The George Washington University Law School 2013 — 2015
Master of Laws (LLM), Government Contracts and Procurement Law
The University of Alabama School of Law 2011 — 2013
Master of Laws (LLM), Tax Law/Taxation
University of Nebraska 1989 — 1993
Bachelor of Arts, Political Science and Economics
Command General and Staff College 2010 — 2011
Intermediate Level Education, Army Command and General Staff College
Aaron Dillon's TD Ameritrade Experience September 2010 - May 2012
Job SVP, Head of Strategic Relationships at GLOBAL X FUNDS
Industry Financial Services
Experience
TD Ameritrade September 2010 - May 2012
Morgan Stanley Wealth Management September 2005 - August 2010
BearingPoint (formerly KPMG Consulting) September 2003 - September 2005
Skills
Mutual Funds, ETFs, Alternative Investments, UIT, UCITS, SICAV, Asset Managment, Wealth Management, Asset Allocation, Tactical Asset..., Asia, Greater China, RIA, Personal Financial..., Third Party Manager Due..., Managed Accounts, Third Party Strategists, Separately Managed..., Discretionary Advisory, Non-discretionary..., Unified Managed Accounts, Mutual Fund Advisory, Series 7, Series 24, Series 63, Web Development, HTML, CSS, JavaScript, PHP, Sales Management, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Asset Management
Education
The Ohio State University 1999 — 2003
Bachelors, Finance
TD Ameritrade September 2010 - May 2012
Morgan Stanley Wealth Management September 2005 - August 2010
BearingPoint (formerly KPMG Consulting) September 2003 - September 2005
Skills
Mutual Funds, ETFs, Alternative Investments, UIT, UCITS, SICAV, Asset Managment, Wealth Management, Asset Allocation, Tactical Asset..., Asia, Greater China, RIA, Personal Financial..., Third Party Manager Due..., Managed Accounts, Third Party Strategists, Separately Managed..., Discretionary Advisory, Non-discretionary..., Unified Managed Accounts, Mutual Fund Advisory, Series 7, Series 24, Series 63, Web Development, HTML, CSS, JavaScript, PHP, Sales Management, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Asset Management
Education
The Ohio State University 1999 — 2003
Bachelors, Finance
Lauren Kingston's TD Ameritrade Experience April 2014 - Present
Job Assistant Team Manager, Tax Services at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade January 2013 - April 2014
Thrivent Financial for Lutherans August 2009 - January 2013
Skills
Series 7, Series 66, Series 24
Education
Creighton University 2012 — 2014
Master of Business Administration (MBA)
University of Kansas 2005 — 2009
Bachelors of Science, Strategic Communications
Universidad de Granada 2008 — 2008
Hispanic Language and Culture
TD Ameritrade April 2014 - Present
TD Ameritrade January 2013 - April 2014
Thrivent Financial for Lutherans August 2009 - January 2013
Skills
Series 7, Series 66, Series 24
Education
Creighton University 2012 — 2014
Master of Business Administration (MBA)
University of Kansas 2005 — 2009
Bachelors of Science, Strategic Communications
Universidad de Granada 2008 — 2008
Hispanic Language and Culture
Everett Wilkerson's TD Ameritrade Experience April 2012 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
E*TRADE Financial February 2004 - April 2012
E*TRADE Corporate Service Group January 2007 - June 2008
Etrade Financial January 2005 - December 2006
Skills
Portfolio Management, Equities, Wealth Management, Securities, Investments, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Relationship Management, Series 24, Financial Risk, FINRA, Fixed Income, Asset Management, Options, Financial Services, Mutual Funds, Series 63, Retirement, Investment Strategies, Strategic Financial..., Financial Advisory, Alternative Investments, ETFs, 401k, Investment Management, Bonds, Uniform Combined State..., Stocks, Hedge Funds, Bloomberg, Financial Markets, Trading, Capital Markets, Corporate Finance, Equity Trading, Derivatives, Electronic Trading, Risk Management, Trading Systems
Education
The University of Georgia 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
LaGrange High School 1988 — 1992
Diploma
TD Ameritrade April 2012 - Present
E*TRADE Financial February 2004 - April 2012
E*TRADE Corporate Service Group January 2007 - June 2008
Etrade Financial January 2005 - December 2006
Skills
Portfolio Management, Equities, Wealth Management, Securities, Investments, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Relationship Management, Series 24, Financial Risk, FINRA, Fixed Income, Asset Management, Options, Financial Services, Mutual Funds, Series 63, Retirement, Investment Strategies, Strategic Financial..., Financial Advisory, Alternative Investments, ETFs, 401k, Investment Management, Bonds, Uniform Combined State..., Stocks, Hedge Funds, Bloomberg, Financial Markets, Trading, Capital Markets, Corporate Finance, Equity Trading, Derivatives, Electronic Trading, Risk Management, Trading Systems
Education
The University of Georgia 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
LaGrange High School 1988 — 1992
Diploma
Dalila Herac's TD Ameritrade Experience June 2012 - August 2012
Job Leasing Specialist at GSA
Industry Government Administration
Experience
GSA July 2012 - Present
TD Ameritrade June 2012 - August 2012
Skills
Financial Analysis, Finance, Customer Service, Accounting, Microsoft Office, Microsoft Excel, Investments, Corporate Finance, Teamwork, PowerPoint, Project Management, Options Strategies, Analysis, Research, Microsoft Word, Management
Education
The University of Texas at Arlington 2014 — 2016
Master's Degree, Quantitative Finance, 4.0
The University of Texas at Arlington - College of Business Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude
GSA July 2012 - Present
TD Ameritrade June 2012 - August 2012
Skills
Financial Analysis, Finance, Customer Service, Accounting, Microsoft Office, Microsoft Excel, Investments, Corporate Finance, Teamwork, PowerPoint, Project Management, Options Strategies, Analysis, Research, Microsoft Word, Management
Education
The University of Texas at Arlington 2014 — 2016
Master's Degree, Quantitative Finance, 4.0
The University of Texas at Arlington - College of Business Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude
Delano Saporu's TD Ameritrade Experience May 2012 - November 2012
Job Commercial Credit Analyst at Bankers Trust
Industry Financial Services
Experience
Management Leadership for Tomorrow (MLT) February 2015 - Present
Bankers Trust October 2013 - Present
Deloitte November 2012 - September 2013
TD Ameritrade May 2012 - November 2012
State Farm Insurance May 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Leadership, Problem Solving, Auditing, Teamwork, Microsoft Office, Financial Risk, Investments, IT Audit, Team Building, Cash Flow Statements, Balance Sheet, Credit, Credit Analysis, Credit Risk, Coaching, Banking, Software Documentation, Strategy
Education
University of Nebraska at Omaha 2010 — 2012
Bachelor of Science (B.S.), Finance, Banking, and Portfolio Management
The University of North Dakota 2007 — 2010
Investments and Securities
Management Leadership for Tomorrow (MLT) February 2015 - Present
Bankers Trust October 2013 - Present
Deloitte November 2012 - September 2013
TD Ameritrade May 2012 - November 2012
State Farm Insurance May 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Leadership, Problem Solving, Auditing, Teamwork, Microsoft Office, Financial Risk, Investments, IT Audit, Team Building, Cash Flow Statements, Balance Sheet, Credit, Credit Analysis, Credit Risk, Coaching, Banking, Software Documentation, Strategy
Education
University of Nebraska at Omaha 2010 — 2012
Bachelor of Science (B.S.), Finance, Banking, and Portfolio Management
The University of North Dakota 2007 — 2010
Investments and Securities
Tony Fernandez III Tony Fernandez III's TD Ameritrade Experience 2007 - 2010
Job General Manager at Espumoso Caffe
Industry Restaurants
Experience
Espumoso Caffe September 2008 - Present
Backdrop Bloc Events 2009 - Present
JPMorgan Chase 2009 - 2011
TD Ameritrade 2007 - 2010
Skills
Restaurant Management, Trading, Restaurants, Investments, Food & Beverage, Menu Development, Hospitality Management, Banking, Options, Equities, Mutual Funds, Event Planning, International Business, Festivals, Derivatives, Budgets
Education
The University of Texas at Arlington 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business
The University of New Mexico
Latin American Studies
Espumoso Caffe September 2008 - Present
Backdrop Bloc Events 2009 - Present
JPMorgan Chase 2009 - 2011
TD Ameritrade 2007 - 2010
Skills
Restaurant Management, Trading, Restaurants, Investments, Food & Beverage, Menu Development, Hospitality Management, Banking, Options, Equities, Mutual Funds, Event Planning, International Business, Festivals, Derivatives, Budgets
Education
The University of Texas at Arlington 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business
The University of New Mexico
Latin American Studies
Michael Schweiss Michael Schweiss's TD Ameritrade Experience September 2012 - Present
Job Investor Services Associate at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
Skills
Series 7, Series 63, Account Management, Financial Analysis, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Social Media, Team Leadership, Public Speaking, Market Research
Education
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), Economics and Finance
TD Ameritrade September 2012 - Present
Skills
Series 7, Series 63, Account Management, Financial Analysis, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Social Media, Team Leadership, Public Speaking, Market Research
Education
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), Economics and Finance
Cedric Holland Cedric Holland's TD Ameritrade Experience May 2013 - Present
Job Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
TD Ameritrade August 2011 - May 2013
TD Ameritrade March 2010 - August 2011
North Central Texas Council of Governments February 2008 - September 2008
US Small Business Administration August 2005 - December 2007
Skills
Fixed Income, Series 7, Series 63, Securities, Finance, Bloomberg, Financial Markets, Bonds, Investments, Trading, Asset Allocation, Series 66
Education
The University of Texas at Arlington 2008 — 2011
Bachelor of Science (B.S.), Finance, General
University of Oklahoma 2000 — 2005
Bachelor of Arts (B.A.), Communication, General
TD Ameritrade May 2013 - Present
TD Ameritrade August 2011 - May 2013
TD Ameritrade March 2010 - August 2011
North Central Texas Council of Governments February 2008 - September 2008
US Small Business Administration August 2005 - December 2007
Skills
Fixed Income, Series 7, Series 63, Securities, Finance, Bloomberg, Financial Markets, Bonds, Investments, Trading, Asset Allocation, Series 66
Education
The University of Texas at Arlington 2008 — 2011
Bachelor of Science (B.S.), Finance, General
University of Oklahoma 2000 — 2005
Bachelor of Arts (B.A.), Communication, General
David Newby David Newby's TD Ameritrade Experience May 2010 - October 2012
Job Regional Vice President at Jackson
Industry Financial Services
Jared Thomas Jared Thomas's TD Ameritrade Experience January 2007 - January 2010
Job Business Analyst
Industry Financial Services
Experience
Mercedes-Benz Financial Services USA LLC June 2015 - Present
Bank of America Asset Management January 2015 - June 2015
Bank of America Asset Management November 2010 - January 2015
TD Ameritrade January 2007 - January 2010
Skills
Securities, Equities, Customer Relations, Customer Service, Fixed Income, Series 7, Options, Investments, Asset Management, Financial Planning, Portfolio Management, Financial Analysis, Economics, Bloomberg, Client Service, Financial Reporting, Excel, Financial Markets, Outlook, Analysis, Accounting, Capital Markets, Process Improvement, Mortgage Servicing, Data Analysis, Database Design, Investor Reporting, Business Process..., Corporate Finance, Trading, Series 63, Microsoft Excel, Finance
Education
The University of Texas at Arlington 2002 — 2007
Bachelor of Business Administration, Finance
Mercedes-Benz Financial Services USA LLC June 2015 - Present
Bank of America Asset Management January 2015 - June 2015
Bank of America Asset Management November 2010 - January 2015
TD Ameritrade January 2007 - January 2010
Skills
Securities, Equities, Customer Relations, Customer Service, Fixed Income, Series 7, Options, Investments, Asset Management, Financial Planning, Portfolio Management, Financial Analysis, Economics, Bloomberg, Client Service, Financial Reporting, Excel, Financial Markets, Outlook, Analysis, Accounting, Capital Markets, Process Improvement, Mortgage Servicing, Data Analysis, Database Design, Investor Reporting, Business Process..., Corporate Finance, Trading, Series 63, Microsoft Excel, Finance
Education
The University of Texas at Arlington 2002 — 2007
Bachelor of Business Administration, Finance
Dan Chicoine Dan Chicoine's TD Ameritrade Experience March 2010 - Present
Job Strategy & Planning Manager Mobile, Trader and International Marketing
Industry Financial Services
Experience
TD Ameritrade March 2010 - Present
GiftCertificates.com March 2007 - January 2008
Gabriel Technologies Corp April 2003 - February 2007
Felicia Collins Public Relations April 2002 - April 2003
Orion Healthcare Technologies September 1998 - April 2002
Skills
Strategic Planning, Email Marketing, Strategic Partnerships, Account Management, Direct Marketing, B2B, Integrated Marketing, Marketing Communications, Social Media, Salesforce.com, Marketing, Public Relations, E-commerce, Leadership, Marketing Strategy, Analytics, Lead Generation, Digital Marketing, Product Management, Strategy, Product Marketing, CRM, Management
Education
The University of South Dakota
TD Ameritrade March 2010 - Present
GiftCertificates.com March 2007 - January 2008
Gabriel Technologies Corp April 2003 - February 2007
Felicia Collins Public Relations April 2002 - April 2003
Orion Healthcare Technologies September 1998 - April 2002
Skills
Strategic Planning, Email Marketing, Strategic Partnerships, Account Management, Direct Marketing, B2B, Integrated Marketing, Marketing Communications, Social Media, Salesforce.com, Marketing, Public Relations, E-commerce, Leadership, Marketing Strategy, Analytics, Lead Generation, Digital Marketing, Product Management, Strategy, Product Marketing, CRM, Management
Education
The University of South Dakota
Bruce McCanna Bruce McCanna's TD Ameritrade Experience January 2011 - Present
Job Technical Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
TD Ameritrade January 2005 - January 2011
TD Ameritrade October 1999 - January 2005
St. Paul Companies June 1996 - October 1999
Siemens January 1989 - June 1996
Skills
Java Software..., Java Application..., Website Development, EJB, Eclipse, RAD, Weblogic, Websphere, JBoss, JUnit, Mockito, Javadoc, ClearCase, JIRA, Java, Servlets, SDLC, SOAP, JBoss Application Server, SOA, Requirements Analysis, JavaScript, Web Services, Java Enterprise Edition, Spring, Agile Methodologies
Education
The Johns Hopkins University 1995 — 2000
Masters, Computer Science
University of Maryland College Park 1985 — 1990
Bachelors of Science, Electrical Engineering
DeMatha Catholic High School 1981 — 1985
TD Ameritrade January 2011 - Present
TD Ameritrade January 2005 - January 2011
TD Ameritrade October 1999 - January 2005
St. Paul Companies June 1996 - October 1999
Siemens January 1989 - June 1996
Skills
Java Software..., Java Application..., Website Development, EJB, Eclipse, RAD, Weblogic, Websphere, JBoss, JUnit, Mockito, Javadoc, ClearCase, JIRA, Java, Servlets, SDLC, SOAP, JBoss Application Server, SOA, Requirements Analysis, JavaScript, Web Services, Java Enterprise Edition, Spring, Agile Methodologies
Education
The Johns Hopkins University 1995 — 2000
Masters, Computer Science
University of Maryland College Park 1985 — 1990
Bachelors of Science, Electrical Engineering
DeMatha Catholic High School 1981 — 1985
Douglas J. Ambrose CFP® Douglas J. Ambrose CFP®'s TD Ameritrade Experience April 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
PNC Investments February 2012 - April 2012
Fidelity Investments November 2011 - November 2011
Fidelity Investments November 2007 - November 2011
Fidelity Investments April 2004 - November 2007
Fidelity Investments April 2001 - April 2004
Skills
Retirement, Investments, Strategic Financial..., High Net Worth..., Financial Services, Pensions, Series 7, Series 63, Retirement Planning, Mutual Funds, 401k, Asset Allocation, FINRA, Investment Advisory, Wealth Management, Finance, Financial Planning
Education
The Ohio State University 1995 — 1999
Finance, Financial Planning
TD Ameritrade April 2012 - Present
PNC Investments February 2012 - April 2012
Fidelity Investments November 2011 - November 2011
Fidelity Investments November 2007 - November 2011
Fidelity Investments April 2004 - November 2007
Fidelity Investments April 2001 - April 2004
Skills
Retirement, Investments, Strategic Financial..., High Net Worth..., Financial Services, Pensions, Series 7, Series 63, Retirement Planning, Mutual Funds, 401k, Asset Allocation, FINRA, Investment Advisory, Wealth Management, Finance, Financial Planning
Education
The Ohio State University 1995 — 1999
Finance, Financial Planning
Brevard Fraser Brevard Fraser's TD Ameritrade Experience October 2011 - November 2011
Job Marketing/PR Social Media| Event Planner | NonProfit Management and Fundraiser | Corporate Philanthropy
Industry Management Consulting
Experience
CREATE, Inc. June 2013 - June 2014
Juvenile Diabetes Research Foundation May 2012 - December 2012
TD Ameritrade October 2011 - November 2011
Deloitte 1999 - 2011
American Express September 1991 - January 1999
Skills
Fundraising, Non-profits, Event Planning, Event Management, Leadership, Strategic Planning, Corporate Communications, Marketing, Team Building, Management, Budgets, Project Planning, Volunteer Management, Internal Communications, Grant Writing, Nonprofits, Project Management, Leadership Development, Strategy, Proposal Writing, Strategic Communications
Education
The University of Georgia 1985 — 1990
BA, Psychology
CREATE, Inc. June 2013 - June 2014
Juvenile Diabetes Research Foundation May 2012 - December 2012
TD Ameritrade October 2011 - November 2011
Deloitte 1999 - 2011
American Express September 1991 - January 1999
Skills
Fundraising, Non-profits, Event Planning, Event Management, Leadership, Strategic Planning, Corporate Communications, Marketing, Team Building, Management, Budgets, Project Planning, Volunteer Management, Internal Communications, Grant Writing, Nonprofits, Project Management, Leadership Development, Strategy, Proposal Writing, Strategic Communications
Education
The University of Georgia 1985 — 1990
BA, Psychology
Andrew Gryszowka's TD Ameritrade Experience January 2012 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
Olathe Chamber of Commerce May 2011 - January 2012
Country Financial March 2011 - January 2012
Kansas Athletics, Inc March 2009 - February 2011
Kansas Athletics, Inc March 2006 - March 2009
Kansas City Brigade April 2006 - July 2006
UPS May 2005 - March 2006
Skills
Team Leadership, Microsoft Office, Series 7, Series 6 and 63, Sales, Social Media, Public Speaking, Leadership, Insurance, Salesforce.com
Education
University of Kansas 2009 — 2010
Masters, Education, Sports Management
The University of Kansas 2004 — 2008
B.A., Communication Studies
University of Kansas 2004 — 2008
Bachelor of Science, Journalism, News and Information
TD Ameritrade January 2012 - Present
Olathe Chamber of Commerce May 2011 - January 2012
Country Financial March 2011 - January 2012
Kansas Athletics, Inc March 2009 - February 2011
Kansas Athletics, Inc March 2006 - March 2009
Kansas City Brigade April 2006 - July 2006
UPS May 2005 - March 2006
Skills
Team Leadership, Microsoft Office, Series 7, Series 6 and 63, Sales, Social Media, Public Speaking, Leadership, Insurance, Salesforce.com
Education
University of Kansas 2009 — 2010
Masters, Education, Sports Management
The University of Kansas 2004 — 2008
B.A., Communication Studies
University of Kansas 2004 — 2008
Bachelor of Science, Journalism, News and Information
Louis Wesolowsky's TD Ameritrade Experience February 2015 - Present
Job Senior Interactive Designer at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade February 2015 - Present
Self Employed May 2006 - Present
JPMorgan Chase July 2012 - July 2013
Prudential Financial April 2010 - July 2012
The Brand Gallery January 2009 - July 2012
Mercer County Community College January 2009 - May 2009
Orbitra 2009 - 2009
Skills
Motion Graphics, Interactive Media, Videography, Multimedia, Flash, After Effects, Premiere, Final Cut Pro, Cinema 4D, Maya, ActionScript, HTML, CSS, DSLR, Branding Development, Website Design, Responsive Design, HTML 5, CSS3
Education
The College of New Jersey
BFA, Digital Art
TD Ameritrade February 2015 - Present
Self Employed May 2006 - Present
JPMorgan Chase July 2012 - July 2013
Prudential Financial April 2010 - July 2012
The Brand Gallery January 2009 - July 2012
Mercer County Community College January 2009 - May 2009
Orbitra 2009 - 2009
Skills
Motion Graphics, Interactive Media, Videography, Multimedia, Flash, After Effects, Premiere, Final Cut Pro, Cinema 4D, Maya, ActionScript, HTML, CSS, DSLR, Branding Development, Website Design, Responsive Design, HTML 5, CSS3
Education
The College of New Jersey
BFA, Digital Art
Brian Harmon's TD Ameritrade Experience January 2015 - Present
Job Investor Services
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
University of Kansas Bookstore August 2013 - June 2014
Sports, Skills, and Fitness School at the University of Kansas June 2013 - June 2014
Apostolic Christian Home January 2014 - May 2014
Aegis Therapies May 2010 - August 2011
Education
The University of Kansas 2009 — 2014
Bachelor of Science (B.S.), Community Health
TD Ameritrade January 2015 - Present
University of Kansas Bookstore August 2013 - June 2014
Sports, Skills, and Fitness School at the University of Kansas June 2013 - June 2014
Apostolic Christian Home January 2014 - May 2014
Aegis Therapies May 2010 - August 2011
Education
The University of Kansas 2009 — 2014
Bachelor of Science (B.S.), Community Health
Paul Treske's TD Ameritrade Experience September 2015 - Present
Job Institutional Relationship Manager
Industry Financial Services
Experience
TD Ameritrade September 2015 - Present
TD Ameritrade September 2013 - Present
TD Ameritrade August 2013 - September 2013
TD Ameritrade June 2012 - August 2013
Merrill Lynch, Bank of America September 2011 - January 2012
New York Life Insurance Company July 2010 - September 2011
SML - Simple Moving Labor August 2008 - April 2010
Skills
Leadership, Negotiation, Insurance, Training, Sales, Team Building, Market Research, Sales Presentations, Financial Analysis, Financial Risk, Strategic Planning, Business Strategy, Strategic Financial..., Coaching, Business Coaching, Mentoring, Team Mentoring, Peer Mentoring, Virtual Teams, Business Analysis, Business Planning, SPIN Selling, Value Based Selling, Strategic Selling, Investment Advisory, Financial Advisory, Business Advisory, Personal Finance, Strategic Negotiations, Financial Services, Risk Analysis, Project Management, Marketing, Fixed Annuities, Mutual Funds, Finance, Retirement, Wealth Management, Financial Planners, Series 7, Retirement Planning, 401k, Asset Allocation, IRAs, Portfolio Management, Salesforce.com, Securities, Asset Management, Wealth Accumulation, Investments
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Liberal Arts, Communication and Public Relations
TD Ameritrade September 2015 - Present
TD Ameritrade September 2013 - Present
TD Ameritrade August 2013 - September 2013
TD Ameritrade June 2012 - August 2013
Merrill Lynch, Bank of America September 2011 - January 2012
New York Life Insurance Company July 2010 - September 2011
SML - Simple Moving Labor August 2008 - April 2010
Skills
Leadership, Negotiation, Insurance, Training, Sales, Team Building, Market Research, Sales Presentations, Financial Analysis, Financial Risk, Strategic Planning, Business Strategy, Strategic Financial..., Coaching, Business Coaching, Mentoring, Team Mentoring, Peer Mentoring, Virtual Teams, Business Analysis, Business Planning, SPIN Selling, Value Based Selling, Strategic Selling, Investment Advisory, Financial Advisory, Business Advisory, Personal Finance, Strategic Negotiations, Financial Services, Risk Analysis, Project Management, Marketing, Fixed Annuities, Mutual Funds, Finance, Retirement, Wealth Management, Financial Planners, Series 7, Retirement Planning, 401k, Asset Allocation, IRAs, Portfolio Management, Salesforce.com, Securities, Asset Management, Wealth Accumulation, Investments
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Liberal Arts, Communication and Public Relations
Chris Hager Chris Hager's TD Ameritrade Experience March 2008 - April 2014
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
TD Ameritrade March 2008 - April 2014
Allstate November 2004 - March 2008
New York Life Insurance Company October 2002 - November 2004
Charles Schwab 1999 - 2002
Skills
Investments
Education
The George Washington University 1993 — 1996
Master of Arts (MA), Political Management
The University of Texas at Austin 1988 — 1993
Bachelor of Science, Economics
Charles Schwab May 2014 - Present
TD Ameritrade March 2008 - April 2014
Allstate November 2004 - March 2008
New York Life Insurance Company October 2002 - November 2004
Charles Schwab 1999 - 2002
Skills
Investments
Education
The George Washington University 1993 — 1996
Master of Arts (MA), Political Management
The University of Texas at Austin 1988 — 1993
Bachelor of Science, Economics
D. Cecelia Martinez's TD Ameritrade Experience August 2014 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
TD Bank May 2013 - August 2014
TD Bank October 2012 - May 2013
Journal Register Company (The Record) March 2010 - December 2011
Metroland May 2009 - December 2011
SwordPaw Music January 2009 - December 2011
NTP Media January 2010 - March 2010
Metroland January 2009 - May 2009
The Chronicle at The College of Saint Rose May 2008 - May 2009
Friendly Ice Cream Corporation May 2007 - July 2008
Skills
Banking, Investment Banking, Qualified Retirement..., Fixed Annuities, Retirement Savings, Life Insurance, Retirement Planning, Branch Banking, Mortgage Lending, Consumer Lending, Retail Banking, Writing, Copy Editing, Public Relations, Editing, Website Development, Blogging, Social Media, Newsletters, Journalism, New Media, WordPress, Press Releases, Pagination, AP Style, Editorial, Newspapers, Web Content, Web Design, Video, Photography, Publishing, Feature Articles, Publications
Education
The College of Saint Rose 2005 — 2009
BA, Public Communications
Saginaw Arts and Sciences Academy 2001 — 2005
High School, Music, College Prep
TD Ameritrade August 2014 - Present
TD Bank May 2013 - August 2014
TD Bank October 2012 - May 2013
Journal Register Company (The Record) March 2010 - December 2011
Metroland May 2009 - December 2011
SwordPaw Music January 2009 - December 2011
NTP Media January 2010 - March 2010
Metroland January 2009 - May 2009
The Chronicle at The College of Saint Rose May 2008 - May 2009
Friendly Ice Cream Corporation May 2007 - July 2008
Skills
Banking, Investment Banking, Qualified Retirement..., Fixed Annuities, Retirement Savings, Life Insurance, Retirement Planning, Branch Banking, Mortgage Lending, Consumer Lending, Retail Banking, Writing, Copy Editing, Public Relations, Editing, Website Development, Blogging, Social Media, Newsletters, Journalism, New Media, WordPress, Press Releases, Pagination, AP Style, Editorial, Newspapers, Web Content, Web Design, Video, Photography, Publishing, Feature Articles, Publications
Education
The College of Saint Rose 2005 — 2009
BA, Public Communications
Saginaw Arts and Sciences Academy 2001 — 2005
High School, Music, College Prep
Jason Amsler - Banking Recruiter Jason Amsler - Banking Recruiter's TD Ameritrade Experience 2006 - 2007
Job Professional Banking Recruiter at NaviTrust
Industry Staffing and Recruiting
Experience
NaviTrust July 2009 - Present
TD Ameritrade 2006 - 2007
Morgan Stanley 2000 - 2005
The Kreller Group 1997 - 2000
Skills
Executive Search, Recruiting, Banking, Talent Management, Commercial Lending, Job Search Strategies, Search Analysis, Credit, Asset Based Lending, Risk Management, Mortgage Lending, Commercial Real Estate, Real Estate, Wealth Management, Commercial Banking, Finance, Private Banking, Portfolio Management, Business Development, Contract Recruitment, Loans, Underwriting, Strategic Financial..., Financial Services, Credit Analysis, Temporary Placement, Relationship Management, Cash Management, Technical Recruiting, Marketing, Investments, Leadership, Hiring, Commercial Mortgages, Small Business Lending, Executive Management, Financial Planning
Education
The University of Georgia 1991 — 1995
BA, Economics
NaviTrust July 2009 - Present
TD Ameritrade 2006 - 2007
Morgan Stanley 2000 - 2005
The Kreller Group 1997 - 2000
Skills
Executive Search, Recruiting, Banking, Talent Management, Commercial Lending, Job Search Strategies, Search Analysis, Credit, Asset Based Lending, Risk Management, Mortgage Lending, Commercial Real Estate, Real Estate, Wealth Management, Commercial Banking, Finance, Private Banking, Portfolio Management, Business Development, Contract Recruitment, Loans, Underwriting, Strategic Financial..., Financial Services, Credit Analysis, Temporary Placement, Relationship Management, Cash Management, Technical Recruiting, Marketing, Investments, Leadership, Hiring, Commercial Mortgages, Small Business Lending, Executive Management, Financial Planning
Education
The University of Georgia 1991 — 1995
BA, Economics
Heather Carlson Heather Carlson's TD Ameritrade Experience July 2011 - Present
Job Cross Sell Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
TD Ameritrade May 2009 - July 2011
Fidelity Investments January 2001 - May 2009
Education
The University of Dallas 2003 — 2008
Master of Business Administration (M.B.A.)
The University of Dallas 1996 — 2000
Bachelor of Arts (B.A.), Politics
TD Ameritrade July 2011 - Present
TD Ameritrade May 2009 - July 2011
Fidelity Investments January 2001 - May 2009
Education
The University of Dallas 2003 — 2008
Master of Business Administration (M.B.A.)
The University of Dallas 1996 — 2000
Bachelor of Arts (B.A.), Politics
Cory Church Cory Church's TD Ameritrade Experience December 2014 - Present
Job Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
TD Ameritrade November 2012 - December 2014
TD Ameritrade February 2011 - November 2012
TD Ameritrade January 2007 - February 2011
TD Ameritrade March 2006 - January 2007
Wells Fargo June 1999 - March 2006
Skills
Mutual Funds, Series 7, Series 63, Series 24, Banking, Equities, Financial Services, Securities, Back Office, ACATS, FINRA, Investments, Wealth Management, Trading, Risk Management
Education
The University of Texas at Arlington 2004 — 2009
BS, Economics, Cum Laude
TD Ameritrade December 2014 - Present
TD Ameritrade November 2012 - December 2014
TD Ameritrade February 2011 - November 2012
TD Ameritrade January 2007 - February 2011
TD Ameritrade March 2006 - January 2007
Wells Fargo June 1999 - March 2006
Skills
Mutual Funds, Series 7, Series 63, Series 24, Banking, Equities, Financial Services, Securities, Back Office, ACATS, FINRA, Investments, Wealth Management, Trading, Risk Management
Education
The University of Texas at Arlington 2004 — 2009
BS, Economics, Cum Laude
Chris Busby, CRPC®'s TD Ameritrade Experience June 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
BB&T Investments November 2012 - May 2013
Wells Fargo Advisors, LLC August 2008 - October 2012
Morgan Stanley June 2000 - August 2000
Education
The University of Georgia 1997 — 2001
Economics
TD Ameritrade June 2013 - Present
BB&T Investments November 2012 - May 2013
Wells Fargo Advisors, LLC August 2008 - October 2012
Morgan Stanley June 2000 - August 2000
Education
The University of Georgia 1997 — 2001
Economics
Richard Walsh Richard Walsh's TD Ameritrade Experience April 2005 - September 2006
Job Senior Institutional Relationship Management at OFI Global Asset Management
Industry Financial Services
Experience
OFI Global Asset Management January 2012 - Present
Oppenheimer Funds July 2007 - December 2011
TD Ameritrade April 2005 - September 2006
Merrill Lynch 2000 - 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch 1984 - 1997
Skills
Series 7, Strategy, Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 24, Alternative Investments, Financial Services, Equities, Uniform Combined State..., Wealth Management, FINRA, Business Development, Securities, Asset Management, Wealth Management..., Product Marketing, Retirement Planning, Institutional Accounts, Portfolio Management, Management, Series 65, ETFs, Mutual, Series 66, Strategic Communications
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Certification, Executive Program
The Catholic University of America 1974 — 1978
Bachelor of Fine Arts, Theatre
Fordham Prep 1970 — 1974
OFI Global Asset Management January 2012 - Present
Oppenheimer Funds July 2007 - December 2011
TD Ameritrade April 2005 - September 2006
Merrill Lynch 2000 - 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch 1984 - 1997
Skills
Series 7, Strategy, Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 24, Alternative Investments, Financial Services, Equities, Uniform Combined State..., Wealth Management, FINRA, Business Development, Securities, Asset Management, Wealth Management..., Product Marketing, Retirement Planning, Institutional Accounts, Portfolio Management, Management, Series 65, ETFs, Mutual, Series 66, Strategic Communications
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Certification, Executive Program
The Catholic University of America 1974 — 1978
Bachelor of Fine Arts, Theatre
Fordham Prep 1970 — 1974
Deepak Bhavi Deepak Bhavi's TD Ameritrade Experience January 2009 - September 2014
Job Rotational Leadership Associate at Zayo Group
Industry Telecommunications
Experience
Zayo Group October 2014 - Present
TD Ameritrade January 2009 - September 2014
Packback November 2013 - January 2014
Sports Tech LLC January 2013 - March 2013
Fujitsu Consulting February 2007 - December 2008
Larsen & Toubro Infotech August 2003 - February 2007
Skills
SAP, Business Analysis, Integration, Business Process, CRM, Program Management, Testing, Analysis, Project Planning, SAP ERP, Leadership, SAP Implementation, SAP CRM, Human Resources, Start-ups, IT Management, Agile Methodologies, Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Entrepreneurship
University of Mumbai
Bachelor in Engineering, Computer Science
Zayo Group October 2014 - Present
TD Ameritrade January 2009 - September 2014
Packback November 2013 - January 2014
Sports Tech LLC January 2013 - March 2013
Fujitsu Consulting February 2007 - December 2008
Larsen & Toubro Infotech August 2003 - February 2007
Skills
SAP, Business Analysis, Integration, Business Process, CRM, Program Management, Testing, Analysis, Project Planning, SAP ERP, Leadership, SAP Implementation, SAP CRM, Human Resources, Start-ups, IT Management, Agile Methodologies, Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Entrepreneurship
University of Mumbai
Bachelor in Engineering, Computer Science
Kenny McColl Kenny McColl's TD Ameritrade Experience 2006 - 2006
Job Partner at LiquidHub, Salesforce Practice
Industry Information Technology and Services
Experience
LiquidHub March 2015 - Present
Redkite (acquired by LiquidHub) 2009 - Present
Moody's Analytics September 2009 - March 2010
Citigroup Global Wealth Management 2008 - 2009
Fujitsu Consulting 2007 - 2009
Bank of America 2007 - 2007
TD Ameritrade 2006 - 2006
JPMorgan Chase July 2001 - March 2005
JPMorgan Chase April 2000 - June 2001
JPMorgan Chase November 1998 - March 2000
Skills
Salesforce.com, Force.com, Enterprise Architecture, User Interface Design, CRM software, Software Engineering, Investment Banking, Wealth Management, Capital Markets, Derivatives, Equities, Architecture, User Experience, SFDC, Research, Information Architecture, SaaS, Trading Systems, Cloud Computing, Asset Management, IT Strategy, Program Management, Software Project..., PaaS, Enterprise Software, Application Development, Solution Architecture, Application Architecture, Software Development, Product Management, Application Design, CRM, Analytics, Strategy, Business Process, Web Applications
Education
The University of Glasgow 1987 — 1992
M. Eng, Electronic & Electrical Engineering
LiquidHub March 2015 - Present
Redkite (acquired by LiquidHub) 2009 - Present
Moody's Analytics September 2009 - March 2010
Citigroup Global Wealth Management 2008 - 2009
Fujitsu Consulting 2007 - 2009
Bank of America 2007 - 2007
TD Ameritrade 2006 - 2006
JPMorgan Chase July 2001 - March 2005
JPMorgan Chase April 2000 - June 2001
JPMorgan Chase November 1998 - March 2000
Skills
Salesforce.com, Force.com, Enterprise Architecture, User Interface Design, CRM software, Software Engineering, Investment Banking, Wealth Management, Capital Markets, Derivatives, Equities, Architecture, User Experience, SFDC, Research, Information Architecture, SaaS, Trading Systems, Cloud Computing, Asset Management, IT Strategy, Program Management, Software Project..., PaaS, Enterprise Software, Application Development, Solution Architecture, Application Architecture, Software Development, Product Management, Application Design, CRM, Analytics, Strategy, Business Process, Web Applications
Education
The University of Glasgow 1987 — 1992
M. Eng, Electronic & Electrical Engineering
Bradley C.'s TD Ameritrade Experience 2006 - 2009
Job Regional Business Director at MCRES: Focusing on Business Development & Client Services
Industry Commercial Real Estate
Experience
Madison Commercial Real Estate Services June 2014 - August 2015
United Texas Bank October 2012 - November 2013
Global Efficient Energy January 2011 - October 2012
Diadem 2009 - 2011
TD Ameritrade 2006 - 2009
Skills
Financial Analysis, Budget Forecasts, Market Research, Strategic Consulting, Strategic Planning, Strategic Negotiations, Organizational..., Strategic Communications, Public Relations, Public Speaking, Hiring Employees, Staff Supervision, Building Relationships, Team Building..., Salesforce.com, Sales Management, Sales Operations, Direct Sales, Incentive Programs, Energy Management, Renewable Energy, Solar Energy, Calyx Point, Executive Coaching, Options Strategies, Options, Trading Systems, Stock Trading, Stockbroking, Business Analysis, Credit Analysis, Credit Risk, Gap Analysis, Data Mapping, JavaScript, SQL, SDLC, Sales
Education
The University of Texas at Arlington
Bachelor's degree, Finance / Economics
Madison Commercial Real Estate Services June 2014 - August 2015
United Texas Bank October 2012 - November 2013
Global Efficient Energy January 2011 - October 2012
Diadem 2009 - 2011
TD Ameritrade 2006 - 2009
Skills
Financial Analysis, Budget Forecasts, Market Research, Strategic Consulting, Strategic Planning, Strategic Negotiations, Organizational..., Strategic Communications, Public Relations, Public Speaking, Hiring Employees, Staff Supervision, Building Relationships, Team Building..., Salesforce.com, Sales Management, Sales Operations, Direct Sales, Incentive Programs, Energy Management, Renewable Energy, Solar Energy, Calyx Point, Executive Coaching, Options Strategies, Options, Trading Systems, Stock Trading, Stockbroking, Business Analysis, Credit Analysis, Credit Risk, Gap Analysis, Data Mapping, JavaScript, SQL, SDLC, Sales
Education
The University of Texas at Arlington
Bachelor's degree, Finance / Economics
Nishit Desai, MBA Nishit Desai, MBA's TD Ameritrade Experience June 2011 - February 2014
Job Sr. Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Miraca Life Sciences August 2014 - January 2015
Springleaf Financial Services February 2014 - August 2014
TD Ameritrade June 2011 - February 2014
Subway May 2010 - June 2011
Tarrant County College April 2007 - July 2009
Skills
SQL, Access, Hyperion Reports, Financial Analysis, Risk Management, Leadership, Management, Microsoft Excel, Financial Services, SAP, PowerPoint, Outlook, Microsoft Project, Data Analysis, Securities, FINRA, Mutual Funds, Strategy, Microsoft Word, Software Documentation, SAS E-Miner, Microsoft Office, Bloomberg, Financial Modeling, VBA, Forecasting, MS Project, Salesforce.com, Budgets, Data Mining, Greenplum, Banking, Business Analysis, Operations Management, Project Management, Microsoft Visio, Portfolio Management, SEC, PeopleSoft, Asset Management, Market Analysis, Peachtree, QuickBooks, Time Management, Research, Organization, Capital Budgeting, Visio, Crystal Reports, PowerPivot
Education
The University of Texas at Arlington 2011 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, and Project Management, 3.4
The University of Texas at Arlington 2007 — 2010
Bachelor of Business Administration in Finance, Banking, Corporate, Finance, and Securities Law, 3.2
Fidelity Investments February 2015 - Present
Miraca Life Sciences August 2014 - January 2015
Springleaf Financial Services February 2014 - August 2014
TD Ameritrade June 2011 - February 2014
Subway May 2010 - June 2011
Tarrant County College April 2007 - July 2009
Skills
SQL, Access, Hyperion Reports, Financial Analysis, Risk Management, Leadership, Management, Microsoft Excel, Financial Services, SAP, PowerPoint, Outlook, Microsoft Project, Data Analysis, Securities, FINRA, Mutual Funds, Strategy, Microsoft Word, Software Documentation, SAS E-Miner, Microsoft Office, Bloomberg, Financial Modeling, VBA, Forecasting, MS Project, Salesforce.com, Budgets, Data Mining, Greenplum, Banking, Business Analysis, Operations Management, Project Management, Microsoft Visio, Portfolio Management, SEC, PeopleSoft, Asset Management, Market Analysis, Peachtree, QuickBooks, Time Management, Research, Organization, Capital Budgeting, Visio, Crystal Reports, PowerPivot
Education
The University of Texas at Arlington 2011 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, and Project Management, 3.4
The University of Texas at Arlington 2007 — 2010
Bachelor of Business Administration in Finance, Banking, Corporate, Finance, and Securities Law, 3.2
Lizette Carter's TD Ameritrade Experience August 2012 - November 2014
Job Senior Analyst, Customer Intelligence and Advanced Analytics at Coach
Industry Retail
Experience
Coach December 2014 - Present
TD Ameritrade August 2012 - November 2014
Send Word Now June 2009 - August 2012
Vista Equity Partners June 2007 - August 2007
Education
The George Washington University - School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Coach December 2014 - Present
TD Ameritrade August 2012 - November 2014
Send Word Now June 2009 - August 2012
Vista Equity Partners June 2007 - August 2007
Education
The George Washington University - School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
DANIEL SPEER DANIEL SPEER's TD Ameritrade Experience June 2012 - June 2014
Job Trader
Industry Investment Management
Experience
Lion's Den Capital LLC July 2015 - Present
thinkorswim June 2014 - Present
TD Ameritrade June 2012 - June 2014
Skills
Financial Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Equity Trading
Education
The University of Texas at Arlington 2013 — 2015
Bachelor’s Degree, Economics
Lion's Den Capital LLC July 2015 - Present
thinkorswim June 2014 - Present
TD Ameritrade June 2012 - June 2014
Skills
Financial Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Equity Trading
Education
The University of Texas at Arlington 2013 — 2015
Bachelor’s Degree, Economics
Justin A. Parisi Justin A. Parisi's TD Ameritrade Experience April 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
Mutual of Omaha November 2012 - April 2014
Nationwide Insurance September 2008 - November 2012
Keller Williams Greater Columbus Realty May 2007 - June 2011
Discover Financial Services November 2003 - September 2008
Skills
Investments, Series 6, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Retirement, Life Insurance, Financial Advisory, Asset Allocation, Defined Contribution..., Participant and Plan..., 401(k) Plan Design, Strategic Financial..., Variable Annuities, Outside Sales, ERISA, Real Estate Transactions, Real Estate Sales..., Qualified Retirement..., Consultative Sales..., Profit Sharing, Retirement Plan..., Benefit Cost Analysis, Series 7, Series 66, Financial Planning, Uniform Combined State...
Education
The Ohio State University Fisher College of Business 2001 — 2007
B.S., Business Administration
TD Ameritrade April 2014 - Present
Mutual of Omaha November 2012 - April 2014
Nationwide Insurance September 2008 - November 2012
Keller Williams Greater Columbus Realty May 2007 - June 2011
Discover Financial Services November 2003 - September 2008
Skills
Investments, Series 6, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Retirement, Life Insurance, Financial Advisory, Asset Allocation, Defined Contribution..., Participant and Plan..., 401(k) Plan Design, Strategic Financial..., Variable Annuities, Outside Sales, ERISA, Real Estate Transactions, Real Estate Sales..., Qualified Retirement..., Consultative Sales..., Profit Sharing, Retirement Plan..., Benefit Cost Analysis, Series 7, Series 66, Financial Planning, Uniform Combined State...
Education
The Ohio State University Fisher College of Business 2001 — 2007
B.S., Business Administration
Craig Jennings's TD Ameritrade Experience July 2014 - April 2015
Job Financial Advisor at Kelley & Mullis Wealth Management
Industry Financial Services
Experience
Kelley & Mullis Wealth Management April 2015 - Present
TD Ameritrade July 2014 - April 2015
Ty J. Young Inc. May 2011 - April 2014
Skills
Marketing, Public Speaking, Microsoft Excel, Microsoft Office, Investments, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management, Business Strategy, Strategic Planning, Business Development, Finance, Financial Planning
Education
The University of Georgia 2006 — 2010
Terry College of Business, Business Administration and Management, General
Kelley & Mullis Wealth Management April 2015 - Present
TD Ameritrade July 2014 - April 2015
Ty J. Young Inc. May 2011 - April 2014
Skills
Marketing, Public Speaking, Microsoft Excel, Microsoft Office, Investments, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management, Business Strategy, Strategic Planning, Business Development, Finance, Financial Planning
Education
The University of Georgia 2006 — 2010
Terry College of Business, Business Administration and Management, General
Hasan Iftekhar Hasan Iftekhar's TD Ameritrade Experience September 2013 - January 2014
Job MS Accounting student | CPA candidate | Passionate about Finance, Accounting, and Strategy
Industry Accounting
Experience
Oak Hill Advisors, L.P. January 2015 - August 2015
TD Ameritrade September 2013 - January 2014
Inovar Packaging Group May 2013 - August 2013
UTA Housing June 2010 - September 2012
HSBC September 2009 - December 2009
Skills
Accounting, Financial Analysis, Microsoft Excel, GAAP, Financial Reporting, Finance, Auditing, General Ledger, Leadership, Quickbooks, Capital Budgeting, Consolidated Financial..., GAAS, Research, Financial Statements, Treasury Management, SAP, Microsoft Office, QuickBooks
Education
The University of Texas at Arlington 2014 — 2016
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2010 — 2012
Bachelor of Science (B.S.), Accounting
BRAC University 2006 — 2009
Bachelor of Business Administration (BBA), Finance
Oak Hill Advisors, L.P. January 2015 - August 2015
TD Ameritrade September 2013 - January 2014
Inovar Packaging Group May 2013 - August 2013
UTA Housing June 2010 - September 2012
HSBC September 2009 - December 2009
Skills
Accounting, Financial Analysis, Microsoft Excel, GAAP, Financial Reporting, Finance, Auditing, General Ledger, Leadership, Quickbooks, Capital Budgeting, Consolidated Financial..., GAAS, Research, Financial Statements, Treasury Management, SAP, Microsoft Office, QuickBooks
Education
The University of Texas at Arlington 2014 — 2016
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2010 — 2012
Bachelor of Science (B.S.), Accounting
BRAC University 2006 — 2009
Bachelor of Business Administration (BBA), Finance
Marilyn Austin Marilyn Austin's TD Ameritrade Experience February 2013 - Present
Job Workforce Management Professional
Industry Consumer Services
Experience
TD Ameritrade February 2013 - Present
Research In Motion April 2011 - November 2012
Citi July 2007 - April 2011
Citi June 2006 - July 2007
Citi October 2004 - June 2006
Citi June 2003 - October 2004
Citi September 2000 - June 2003
Callrewards/Televant, Inc. May 2000 - July 2000
Skills
Workforce Management, Training, Avaya, Process Improvement, Telecommunications, Customer Service, Building Relationships, Call Center, eWFM, Microsoft Excel, Optimizations, Schedules, Time Management, Highly detail oriented, Gap Analysis, Decisioning, Cisco Info Center, Portfolio Performance..., NICE/IEX, Cisco/CUIC, NICE Interaction..., Analysis, Avaya Technologies, Call Center Development, Call Centers, Contact Centers, Customer Experience, Customer Satisfaction, Workforce Planning, Forecasting
Education
The University of Dallas 2005 — 2008
Master's degree, Psychology, 3.95/4.0
The University of Dallas 1998 — 2002
Bachelor of Arts (B.A.), Psychology, 3.64/4.0
TD Ameritrade February 2013 - Present
Research In Motion April 2011 - November 2012
Citi July 2007 - April 2011
Citi June 2006 - July 2007
Citi October 2004 - June 2006
Citi June 2003 - October 2004
Citi September 2000 - June 2003
Callrewards/Televant, Inc. May 2000 - July 2000
Skills
Workforce Management, Training, Avaya, Process Improvement, Telecommunications, Customer Service, Building Relationships, Call Center, eWFM, Microsoft Excel, Optimizations, Schedules, Time Management, Highly detail oriented, Gap Analysis, Decisioning, Cisco Info Center, Portfolio Performance..., NICE/IEX, Cisco/CUIC, NICE Interaction..., Analysis, Avaya Technologies, Call Center Development, Call Centers, Contact Centers, Customer Experience, Customer Satisfaction, Workforce Planning, Forecasting
Education
The University of Dallas 2005 — 2008
Master's degree, Psychology, 3.95/4.0
The University of Dallas 1998 — 2002
Bachelor of Arts (B.A.), Psychology, 3.64/4.0
Hena Hyder Hena Hyder's TD Ameritrade Experience February 2009 - March 2009
Job Senior Custody Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
J.P. Morgan June 2012 - March 2013
Blue Lynx Media March 2011 - June 2012
J.P. Morgan November 2009 - March 2011
TD Ameritrade February 2009 - March 2009
AXA Advisors October 2007 - June 2008
MCC for Human Services October 2001 - July 2006
Skills
Pricing, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Microsoft Excel, Microsoft Word, Financial Analysis, Securities, Analysis, Bloomberg, Sales, Financial Reporting, Forecasting, Account Reconciliation, Accounting, Business Analysis, Auditing, Budgets, Program Management, Access, Equities, Portfolio Management, CRM, Finance, Financial Services, Mutual Funds, Strategic Financial..., Cash Flow, Credit, Options, Financial Modeling, Bonds, Financial Markets, Time Management, Banking, Investments
Education
The University of Texas at Arlington 2005 — 2009
BA, Finance
Fidelity Investments April 2013 - Present
J.P. Morgan June 2012 - March 2013
Blue Lynx Media March 2011 - June 2012
J.P. Morgan November 2009 - March 2011
TD Ameritrade February 2009 - March 2009
AXA Advisors October 2007 - June 2008
MCC for Human Services October 2001 - July 2006
Skills
Pricing, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Microsoft Excel, Microsoft Word, Financial Analysis, Securities, Analysis, Bloomberg, Sales, Financial Reporting, Forecasting, Account Reconciliation, Accounting, Business Analysis, Auditing, Budgets, Program Management, Access, Equities, Portfolio Management, CRM, Finance, Financial Services, Mutual Funds, Strategic Financial..., Cash Flow, Credit, Options, Financial Modeling, Bonds, Financial Markets, Time Management, Banking, Investments
Education
The University of Texas at Arlington 2005 — 2009
BA, Finance
Ron Patrick's TD Ameritrade Experience March 2008 - October 2009
Job Agency Business Consultant at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance July 2013 - Present
Lance Juett Farmers Insurance Agency October 2012 - July 2013
Waddell & Reed October 2011 - October 2012
TD Ameritrade March 2008 - October 2009
Charles Schwab November 1995 - July 2007
Education
The University of Kansas
Bachelor of Science (B.S.), Meterorolgy/Geography
Farmers Insurance July 2013 - Present
Lance Juett Farmers Insurance Agency October 2012 - July 2013
Waddell & Reed October 2011 - October 2012
TD Ameritrade March 2008 - October 2009
Charles Schwab November 1995 - July 2007
Education
The University of Kansas
Bachelor of Science (B.S.), Meterorolgy/Geography
Katherine Moore's TD Ameritrade Experience April 2015 - Present
Job Manager, Investor Marketing at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade April 2015 - Present
Horizon Media July 2014 - April 2015
Neo@Ogilvy July 2013 - July 2014
Neo@Ogilvy January 2012 - June 2013
Neo@Ogilvy October 2010 - December 2011
Radar Entertainment June 2009 - August 2009
Moosylvania Marketing June 2007 - August 2007
Skills
Interactive Marketing, Digital Media, Digital Marketing, Digital Strategy, Integrated Marketing, B2B Marketing, Media Buying, Mobile Marketing, Online Advertising, Media Planning, Strategy
Education
University of Kansas
Bachelor's Degree, Journalism: Strategic Communications
TD Ameritrade April 2015 - Present
Horizon Media July 2014 - April 2015
Neo@Ogilvy July 2013 - July 2014
Neo@Ogilvy January 2012 - June 2013
Neo@Ogilvy October 2010 - December 2011
Radar Entertainment June 2009 - August 2009
Moosylvania Marketing June 2007 - August 2007
Skills
Interactive Marketing, Digital Media, Digital Marketing, Digital Strategy, Integrated Marketing, B2B Marketing, Media Buying, Mobile Marketing, Online Advertising, Media Planning, Strategy
Education
University of Kansas
Bachelor's Degree, Journalism: Strategic Communications
Blake Giroux's TD Ameritrade Experience July 2013 - Present
Job Sr. Financial Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
TD Ameritrade March 2013 - June 2013
TD Ameritrade June 2011 - March 2013
Education
University of Kansas 2007 — 2011
Finance
Creighton Prep High School 2003 — 2007
TD Ameritrade July 2013 - Present
TD Ameritrade March 2013 - June 2013
TD Ameritrade June 2011 - March 2013
Education
University of Kansas 2007 — 2011
Finance
Creighton Prep High School 2003 — 2007
Dave Hene Dave Hene's TD Ameritrade Experience October 2008 - August 2010
Job Sr. Sales Comp Analyst at Integra
Industry Hospitality
Experience
Integra July 2014 - Present
Vail Resorts August 2010 - July 2014
TD Ameritrade October 2008 - August 2010
Sothebys International Realty June 2005 - October 2008
Watson Wyatt Worldwide March 2002 - May 2005
Skills
Human Resources, PeopleSoft, Onboarding, Performance Management, HRIS, Employee Benefits, Talent Management, Incentive Programs, Training, Microsoft Excel, Talent Acquisition, Customer Service, Management, Leadership, Organizational..., Analysis
Education
The George Washington University - School of Business 1997 — 2001
BBA
Integra July 2014 - Present
Vail Resorts August 2010 - July 2014
TD Ameritrade October 2008 - August 2010
Sothebys International Realty June 2005 - October 2008
Watson Wyatt Worldwide March 2002 - May 2005
Skills
Human Resources, PeopleSoft, Onboarding, Performance Management, HRIS, Employee Benefits, Talent Management, Incentive Programs, Training, Microsoft Excel, Talent Acquisition, Customer Service, Management, Leadership, Organizational..., Analysis
Education
The George Washington University - School of Business 1997 — 2001
BBA
Leemor Nir's TD Ameritrade Experience June 2013 - August 2013
Job Language Strategist at maslansky + partners
Industry Marketing and Advertising
Experience
maslansky + partners August 2014 - Present
TD Ameritrade June 2013 - August 2013
Kaiser Associates Strategic Communications January 2013 - May 2013
Vision XChange September 2010 - May 2012
Thoroughfare Multimedia Arts Magazine September 2010 - May 2012
HollywoodLife.com June 2011 - August 2011
Skills
Public Relations, Social Media, Editing, Blogging, Social Media Marketing, WordPress, Journalism, Editorial, Fact-checking, Entertainment, Branding, Corporate Branding, Press Releases, SEO, Publications, Facebook
Education
The Johns Hopkins University 2010 — 2014
Writing Seminars/ Entrepreneurship and Management
maslansky + partners August 2014 - Present
TD Ameritrade June 2013 - August 2013
Kaiser Associates Strategic Communications January 2013 - May 2013
Vision XChange September 2010 - May 2012
Thoroughfare Multimedia Arts Magazine September 2010 - May 2012
HollywoodLife.com June 2011 - August 2011
Skills
Public Relations, Social Media, Editing, Blogging, Social Media Marketing, WordPress, Journalism, Editorial, Fact-checking, Entertainment, Branding, Corporate Branding, Press Releases, SEO, Publications, Facebook
Education
The Johns Hopkins University 2010 — 2014
Writing Seminars/ Entrepreneurship and Management
Leigh (Bothe) Shea Leigh (Bothe) Shea's TD Ameritrade Experience September 2012 - Present
Job Associate Counsel at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
US Securities and Exchange Commission September 2009 - September 2012
Chicago Board of Trade August 2003 - June 2006
Skills
Compliance, Securities, Accounting, Derivatives, Due Diligence, Securities Regulation, Banking, Corporate Governance, Corporate Law, Financial Regulation, Capital Markets, FINRA
Education
The Catholic University of America, Columbus School of Law 2006 — 2009
J.D., Law
University of Notre Dame 1999 — 2003
BBA, Accounting
TD Ameritrade September 2012 - Present
US Securities and Exchange Commission September 2009 - September 2012
Chicago Board of Trade August 2003 - June 2006
Skills
Compliance, Securities, Accounting, Derivatives, Due Diligence, Securities Regulation, Banking, Corporate Governance, Corporate Law, Financial Regulation, Capital Markets, FINRA
Education
The Catholic University of America, Columbus School of Law 2006 — 2009
J.D., Law
University of Notre Dame 1999 — 2003
BBA, Accounting
Dev Mahaseth's TD Ameritrade Experience May 2009 - April 2010
Job Barclays
Industry Investment Banking
Experience
Barclays Capital May 2010 - Present
TD Ameritrade May 2009 - April 2010
Skills
Fixed Income, Derivatives, User Acceptance Testing, Options, Portfolio Management, Prime Brokerage, Hedge Funds, ETFs, Financial Risk, Trading Systems, Financial Services, Trading, Market Data, Investment Banking, Risk Management, Securities Lending, Bloomberg, Financial Modeling
Education
The University of Akron 2006 — 2008
MBA, Finance
Barclays Capital May 2010 - Present
TD Ameritrade May 2009 - April 2010
Skills
Fixed Income, Derivatives, User Acceptance Testing, Options, Portfolio Management, Prime Brokerage, Hedge Funds, ETFs, Financial Risk, Trading Systems, Financial Services, Trading, Market Data, Investment Banking, Risk Management, Securities Lending, Bloomberg, Financial Modeling
Education
The University of Akron 2006 — 2008
MBA, Finance
Evan Scott Evan Scott's TD Ameritrade Experience July 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
ING Financial Partners 2013 - July 2014
Strauss Financial Group 2011 - 2013
Skills
Series 7, Series 63, Series 65
Education
The George Washington University 2005 — 2008
Bachelor of Arts (BA), Political Science and Government
TD Ameritrade July 2014 - Present
ING Financial Partners 2013 - July 2014
Strauss Financial Group 2011 - 2013
Skills
Series 7, Series 63, Series 65
Education
The George Washington University 2005 — 2008
Bachelor of Arts (BA), Political Science and Government
Joseph Pacheco Joseph Pacheco's TD Ameritrade Experience October 2013 - July 2014
Job Senior Digital Designer at Disney Interactive
Industry Design
Experience
Disney Interactive January 2015 - Present
TD Ameritrade October 2013 - July 2014
Creative Circle 2014 - 2014
Academy Mortgage Corporation June 2013 - October 2013
Extend Health February 2012 - September 2012
Fatali Gallery August 2011 - January 2012
Overstock.com October 2010 - October 2011
Skills
Interaction Design, Graphic Design, User Experience, Adobe Creative Suite, Layout, Web Design, CSS, Typography, User Interface Design, Social Media Marketing, JavaScript, SEO, Marketing, Dreamweaver, Web Development, Photoshop, Online Marketing, Social Media, WordPress, Illustrator, jQuery, Web Application Design, Corporate Branding, HTML, Logo Design, Instructional Design, Training & Development, Marketing Strategy, Hands-on Training, InDesign, Creative Direction, HTML5, Software Training, Market Planning, Web Analytics, Digital Marketing, Social Networking, Visual Design, User Interface, Front-end, Wireframes, Wire Framing, User-centered Design, Cross-browser..., Mockups, Branding, iOS Development, Android Development, UIX, Mobile Applications
Education
The Art Institute of Salt Lake City 2009 — 2013
Bachelors of Science, Web Design and Interactive Media
Olympus High School
Disney Interactive January 2015 - Present
TD Ameritrade October 2013 - July 2014
Creative Circle 2014 - 2014
Academy Mortgage Corporation June 2013 - October 2013
Extend Health February 2012 - September 2012
Fatali Gallery August 2011 - January 2012
Overstock.com October 2010 - October 2011
Skills
Interaction Design, Graphic Design, User Experience, Adobe Creative Suite, Layout, Web Design, CSS, Typography, User Interface Design, Social Media Marketing, JavaScript, SEO, Marketing, Dreamweaver, Web Development, Photoshop, Online Marketing, Social Media, WordPress, Illustrator, jQuery, Web Application Design, Corporate Branding, HTML, Logo Design, Instructional Design, Training & Development, Marketing Strategy, Hands-on Training, InDesign, Creative Direction, HTML5, Software Training, Market Planning, Web Analytics, Digital Marketing, Social Networking, Visual Design, User Interface, Front-end, Wireframes, Wire Framing, User-centered Design, Cross-browser..., Mockups, Branding, iOS Development, Android Development, UIX, Mobile Applications
Education
The Art Institute of Salt Lake City 2009 — 2013
Bachelors of Science, Web Design and Interactive Media
Olympus High School
Belle Thomas Belle Thomas's TD Ameritrade Experience April 2012 - Present
Job Retirement Account Specialist & Performance Improvement Technician at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
TD Ameritrade December 2011 - April 2012
Trimble E.N.T. June 2008 - November 2009
Education
The University of Texas at Arlington
Bachelor of Arts, History
TD Ameritrade April 2012 - Present
TD Ameritrade December 2011 - April 2012
Trimble E.N.T. June 2008 - November 2009
Education
The University of Texas at Arlington
Bachelor of Arts, History
Sara Zehnacker Sara Zehnacker's TD Ameritrade Experience 2012 - 2012
Job Event Producer at planitomaha
Industry Marketing and Advertising
Experience
planitomaha June 2014 - Present
Excentus June 2013 - May 2014
MultiView September 2012 - June 2013
TD Ameritrade 2012 - 2012
J.Crew May 2009 - November 2011
planitOmaha May 2011 - August 2011
Omaha Chamber of Commerce May 2004 - October 2008
Skills
Client Services, Team Leadership, Creative Strategy, Organizational..., Strategic Communications, Time Management, Reliability, Timeliness, Goal Oriented, Team Oriented, Advertising, InDesign, Social Media, Financial Services, Adobe Creative Suite, Marketing Strategy, Event Planning, CRM, Leadership
Education
The University of South Dakota 2008 — 2012
Bachelor of Science, Contemporary Media & Journalism with Emphasis in Public Relations and Advertising
planitomaha June 2014 - Present
Excentus June 2013 - May 2014
MultiView September 2012 - June 2013
TD Ameritrade 2012 - 2012
J.Crew May 2009 - November 2011
planitOmaha May 2011 - August 2011
Omaha Chamber of Commerce May 2004 - October 2008
Skills
Client Services, Team Leadership, Creative Strategy, Organizational..., Strategic Communications, Time Management, Reliability, Timeliness, Goal Oriented, Team Oriented, Advertising, InDesign, Social Media, Financial Services, Adobe Creative Suite, Marketing Strategy, Event Planning, CRM, Leadership
Education
The University of South Dakota 2008 — 2012
Bachelor of Science, Contemporary Media & Journalism with Emphasis in Public Relations and Advertising
Ray Martens Ray Martens's TD Ameritrade Experience June 2011 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
Skills
Series 7, Mutual Funds, Portfolio Management, Series 24, Risk Management, Securities, Financial Services, Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Investments
Education
The University of Georgia
TD Ameritrade June 2011 - Present
Skills
Series 7, Mutual Funds, Portfolio Management, Series 24, Risk Management, Securities, Financial Services, Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Investments
Education
The University of Georgia
Jana Zagorski Jana Zagorski's TD Ameritrade Experience August 2013 - May 2014
Job MBA Candidate at University of Chicago Booth School of Business
Industry Marketing and Advertising
Experience
The Kraft Heinz Company June 2015 - August 2015
TD Ameritrade August 2013 - May 2014
TD Ameritrade February 2013 - August 2013
TD Ameritrade June 2011 - January 2013
RICS Americas October 2009 - June 2011
Palisade Capital Management July 2009 - September 2009
Elegran Real Estate & Development Services June 2008 - August 2008
WorkWise Group LLC June 2007 - August 2007
Skills
Marketing, Strategy, Event Management, Management, Event Planning, Training, Market Research, Marketing Strategy, Strategic Planning, Competitive Analysis, Product Marketing
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Majors: Real Estate, Management; Minor: East Asian Languages and Civilizations (Mandarin focus)
Hong Kong University of Science and Technology - School of Business and Management 2007 — 2008
Study abroad
The Kraft Heinz Company June 2015 - August 2015
TD Ameritrade August 2013 - May 2014
TD Ameritrade February 2013 - August 2013
TD Ameritrade June 2011 - January 2013
RICS Americas October 2009 - June 2011
Palisade Capital Management July 2009 - September 2009
Elegran Real Estate & Development Services June 2008 - August 2008
WorkWise Group LLC June 2007 - August 2007
Skills
Marketing, Strategy, Event Management, Management, Event Planning, Training, Market Research, Marketing Strategy, Strategic Planning, Competitive Analysis, Product Marketing
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Majors: Real Estate, Management; Minor: East Asian Languages and Civilizations (Mandarin focus)
Hong Kong University of Science and Technology - School of Business and Management 2007 — 2008
Study abroad
Stuart Sanders's TD Ameritrade Experience February 2015 - Present
Job Trade Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade September 2013 - February 2015
APT Educational Services February 2012 - September 2013
Northwestern Mutual August 2010 - October 2010
Northwestern Mutual Financial Network December 2009 - April 2010
Arkansas Democrat Gazette May 2008 - August 2008
Skills
Finance, Management, Capital Markets, Trading Systems, Equity Trading
Education
University of Arkansas at Little Rock 2009 — 2010
MBA
University of Arkansas 2004 — 2008
Bachelors, Financial Management and Investment
London School of Economics and Political Science 2007 — 2007
World Economy and Financial Markets
TD Ameritrade February 2015 - Present
TD Ameritrade September 2013 - February 2015
APT Educational Services February 2012 - September 2013
Northwestern Mutual August 2010 - October 2010
Northwestern Mutual Financial Network December 2009 - April 2010
Arkansas Democrat Gazette May 2008 - August 2008
Skills
Finance, Management, Capital Markets, Trading Systems, Equity Trading
Education
University of Arkansas at Little Rock 2009 — 2010
MBA
University of Arkansas 2004 — 2008
Bachelors, Financial Management and Investment
London School of Economics and Political Science 2007 — 2007
World Economy and Financial Markets
Arjun Chand's TD Ameritrade Experience June 2015 - August 2015
Job MSIS Candidate at University of Maryland, Robert H. Smith School of Business
Industry Information Technology and Services
Experience
TD Ameritrade June 2015 - August 2015
Walgreens April 2012 - February 2015
ZS Associates November 2009 - March 2012
American Red Cross August 2008 - December 2008
Ernst & Young July 2007 - September 2007
Skills
Applicant Tracking..., HRIS, Taleo, System Administration, User Acceptance Testing, Visio, Requirements Analysis, System Testing, Business Analysis, Business Process Mapping, SQL, Microsoft SQL Server, Business Requirements, Google Adwords, Kronos WFC
Education
University of Maryland - Robert H. Smith School of Business
Master's Degree, Management Information Systems
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BS Business Administration, Human Resources
TD Ameritrade June 2015 - August 2015
Walgreens April 2012 - February 2015
ZS Associates November 2009 - March 2012
American Red Cross August 2008 - December 2008
Ernst & Young July 2007 - September 2007
Skills
Applicant Tracking..., HRIS, Taleo, System Administration, User Acceptance Testing, Visio, Requirements Analysis, System Testing, Business Analysis, Business Process Mapping, SQL, Microsoft SQL Server, Business Requirements, Google Adwords, Kronos WFC
Education
University of Maryland - Robert H. Smith School of Business
Master's Degree, Management Information Systems
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BS Business Administration, Human Resources
Shelley Olschefski Shelley Olschefski's TD Ameritrade Experience November 2010 - December 2011
Job Director at Fidelity Investments
Industry Financial Services
Experience
TD Ameritrade November 2010 - December 2011
TD Ameritrade September 2007 - November 2010
TD Waterhouse January 2006 - September 2007
TD Waterhouse March 2005 - January 2006
TD Ameritrade 1999 - 2002
Skills
Series 7, Series 66, Series 24, Series 63, Series 4, Finance, Uniform Combined State..., Mutual Funds, FINRA, Investments, Leadership, Fixed Income, Financial Services, Program Management, Wealth Management, CRM, Training, Trading, Risk Management, Retirement, Management, Sales Process, Securities, Asset Allocation, Mergers, Portfolio Management, Options, Investment Advisory, Financial Advisory, Equities
Education
The Ohio State University
Accounting and Finance
TD Ameritrade November 2010 - December 2011
TD Ameritrade September 2007 - November 2010
TD Waterhouse January 2006 - September 2007
TD Waterhouse March 2005 - January 2006
TD Ameritrade 1999 - 2002
Skills
Series 7, Series 66, Series 24, Series 63, Series 4, Finance, Uniform Combined State..., Mutual Funds, FINRA, Investments, Leadership, Fixed Income, Financial Services, Program Management, Wealth Management, CRM, Training, Trading, Risk Management, Retirement, Management, Sales Process, Securities, Asset Allocation, Mergers, Portfolio Management, Options, Investment Advisory, Financial Advisory, Equities
Education
The Ohio State University
Accounting and Finance
Todd Knott Todd Knott's TD Ameritrade Experience January 2004 - October 2005
Job Trading Manager at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Andrew Euston's TD Ameritrade Experience May 2012 - August 2012
Job VP Business Development at InHub LLC
Industry Marketing and Advertising
Experience
InHub LLC May 2014 - Present
Groupon September 2013 - April 2014
Boston Financial Data Services August 2011 - May 2013
TD Ameritrade May 2012 - August 2012
Skills
Sales, Financial Analysis, Marketing, Microsoft Excel, Social Media Marketing, PowerPoint, Sales Process, CRM Integration, Strategic Partnerships, Salesforce.com, New Business Development, Email Marketing, Sales Presentations, Start-ups, Business Advisory, Strategic Financial..., Social Media, Financial Services, Problem Solving, Landing Page..., RFP Design, Project Management, LinkedIn Advertising, Google Adwords
Education
University of Kansas 2009 — 2013
BS, Finance
InHub LLC May 2014 - Present
Groupon September 2013 - April 2014
Boston Financial Data Services August 2011 - May 2013
TD Ameritrade May 2012 - August 2012
Skills
Sales, Financial Analysis, Marketing, Microsoft Excel, Social Media Marketing, PowerPoint, Sales Process, CRM Integration, Strategic Partnerships, Salesforce.com, New Business Development, Email Marketing, Sales Presentations, Start-ups, Business Advisory, Strategic Financial..., Social Media, Financial Services, Problem Solving, Landing Page..., RFP Design, Project Management, LinkedIn Advertising, Google Adwords
Education
University of Kansas 2009 — 2013
BS, Finance
Carl Lubertozzi's TD Ameritrade Experience December 2007 - January 2009
Job Director, Commerce Technology Strategy & Architecture at American Greetings
Industry Information Technology and Services
Experience
American Greetings Interactive 2009 - Present
TD Ameritrade December 2007 - January 2009
JPMorganChase August 2006 - November 2007
JP Morgan Chase August 2005 - August 2006
Allstate Insurance January 2005 - August 2005
Allstate Insurance April 2002 - February 2004
Cysive, Inc. October 2000 - December 2001
Skills
IT Strategy, Content Management, Management, Business Analysis, Vendor Management, Analytics, Business Intelligence, E-commerce, Enterprise Architecture, Product Management, Program Management, Business Process..., SDLC, Agile Methodologies, Cross-functional Team..., Enterprise Software, Strategy, Leadership, Software Development, Business Strategy, Consulting, Analysis, Competitive Analysis, SaaS, SEO, Content Strategy, Information Architecture, Strategic Partnerships, Executive Management
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Business Policy, Finance
The University of Chicago 1984 — 1988
BA, Economics
American Greetings Interactive 2009 - Present
TD Ameritrade December 2007 - January 2009
JPMorganChase August 2006 - November 2007
JP Morgan Chase August 2005 - August 2006
Allstate Insurance January 2005 - August 2005
Allstate Insurance April 2002 - February 2004
Cysive, Inc. October 2000 - December 2001
Skills
IT Strategy, Content Management, Management, Business Analysis, Vendor Management, Analytics, Business Intelligence, E-commerce, Enterprise Architecture, Product Management, Program Management, Business Process..., SDLC, Agile Methodologies, Cross-functional Team..., Enterprise Software, Strategy, Leadership, Software Development, Business Strategy, Consulting, Analysis, Competitive Analysis, SaaS, SEO, Content Strategy, Information Architecture, Strategic Partnerships, Executive Management
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Business Policy, Finance
The University of Chicago 1984 — 1988
BA, Economics
Jason Harburger's TD Ameritrade Experience July 2010 - February 2013
Job CRM Program Director at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2013 - June 2015
TD Ameritrade July 2010 - February 2013
TD Ameritrade April 2009 - July 2010
TD AMERITRADE June 2007 - March 2009
TD AMERITRADE July 2006 - June 2007
Novantas June 2004 - June 2006
Congressional Budget Office May 2004 - August 2004
Skills
Financial Services, Strategy, Analytics, Business Development, Investments, Management Consulting, Management, Segmentation, Business Planning, Analysis, Wealth Management, Risk Management, Financial Analysis, Financial Modeling, Marketing Strategy, Relationship Management, Series 24, Campaign Management, Series 7, Mergers & Acquisitions, Series 63, Corporate Finance, Product Management, Retail Brokerage, Brokers, Market Research, Competitive Analysis
Education
University of Pennsylvania 2002 — 2004
AM
The Johns Hopkins University 1998 — 2002
BA
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2013 - June 2015
TD Ameritrade July 2010 - February 2013
TD Ameritrade April 2009 - July 2010
TD AMERITRADE June 2007 - March 2009
TD AMERITRADE July 2006 - June 2007
Novantas June 2004 - June 2006
Congressional Budget Office May 2004 - August 2004
Skills
Financial Services, Strategy, Analytics, Business Development, Investments, Management Consulting, Management, Segmentation, Business Planning, Analysis, Wealth Management, Risk Management, Financial Analysis, Financial Modeling, Marketing Strategy, Relationship Management, Series 24, Campaign Management, Series 7, Mergers & Acquisitions, Series 63, Corporate Finance, Product Management, Retail Brokerage, Brokers, Market Research, Competitive Analysis
Education
University of Pennsylvania 2002 — 2004
AM
The Johns Hopkins University 1998 — 2002
BA
Greg Kozar's TD Ameritrade Experience 2003 - 2005
Job Data Analyst at Moody's
Industry Information Services
Experience
Moody's November 2009 - Present
Millennium Capital April 2009 - October 2009
Promark Global Advisors, Inc. October 2008 - April 2009
Fox Business Network April 2007 - July 2008
Merrill Lynch August 2005 - March 2007
TD Ameritrade 2003 - 2005
JP Morgan 2000 - 2001
Lehman Brothers 1996 - 2000
Union Bank of Switzerland 1994 - 1996
Merrill Lynch 1993 - 1994
Skills
Fixed Income, Trading Systems, Market Data, Equities, Reference Data, Trading, Vendor Management, Data Inventory, Hedge Funds, Derivatives, Requirements Analysis, Financial Markets, Capital Markets, Financial Services, Electronic Trading, Risk Management, Bloomberg, Options, Securities, FX Options, Investment Banking, Market Risk, Business Analysis, Bloomberg Terminal, Portfolio Management, Financial Risk, Asset Management, Financial Modeling, SDLC, Emerging Markets, Valuation, Quantitative Analytics, Middle Office, Equity Trading, Sybase, Bonds, Commodity, Equity Derivatives, Credit Derivatives, Quantitative Finance, Equity Research, Interest Rate..., Technical Analysis, Investment Management, Structured Finance, Relationship Management, Alternative Investments, Back Office, Credit Risk, Investments
Education
Cooper Union 1980 — 1984
BsME, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1980 — 1984
1984, Mechanical Engineering
Moody's November 2009 - Present
Millennium Capital April 2009 - October 2009
Promark Global Advisors, Inc. October 2008 - April 2009
Fox Business Network April 2007 - July 2008
Merrill Lynch August 2005 - March 2007
TD Ameritrade 2003 - 2005
JP Morgan 2000 - 2001
Lehman Brothers 1996 - 2000
Union Bank of Switzerland 1994 - 1996
Merrill Lynch 1993 - 1994
Skills
Fixed Income, Trading Systems, Market Data, Equities, Reference Data, Trading, Vendor Management, Data Inventory, Hedge Funds, Derivatives, Requirements Analysis, Financial Markets, Capital Markets, Financial Services, Electronic Trading, Risk Management, Bloomberg, Options, Securities, FX Options, Investment Banking, Market Risk, Business Analysis, Bloomberg Terminal, Portfolio Management, Financial Risk, Asset Management, Financial Modeling, SDLC, Emerging Markets, Valuation, Quantitative Analytics, Middle Office, Equity Trading, Sybase, Bonds, Commodity, Equity Derivatives, Credit Derivatives, Quantitative Finance, Equity Research, Interest Rate..., Technical Analysis, Investment Management, Structured Finance, Relationship Management, Alternative Investments, Back Office, Credit Risk, Investments
Education
Cooper Union 1980 — 1984
BsME, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1980 — 1984
1984, Mechanical Engineering
Brock Hale's TD Ameritrade Experience October 2004 - May 2011
Job Director of Procurement at Allegis Group
Industry Logistics and Supply Chain
Experience
Allegis Group April 2014 - Present
Exelon March 2012 - April 2014
Constellation Energy May 2011 - March 2012
TD Ameritrade October 2004 - May 2011
FreeMarkets August 2001 - September 2004
Skills
Strategic Sourcing, Supply Chain Management, Negotiation, Project Management, Stakeholder Management, Supply Management, Certified Purchasing..., Strategic Negotiations, Stakeholder Engagement, Outsourcing, Procurement, E-procurement, Global Sourcing, Spend Analysis, Vendor Management, Management, Sourcing, Process Improvement
Education
The College of William and Mary 1997 — 2001
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2001 — 2001
Allegis Group April 2014 - Present
Exelon March 2012 - April 2014
Constellation Energy May 2011 - March 2012
TD Ameritrade October 2004 - May 2011
FreeMarkets August 2001 - September 2004
Skills
Strategic Sourcing, Supply Chain Management, Negotiation, Project Management, Stakeholder Management, Supply Management, Certified Purchasing..., Strategic Negotiations, Stakeholder Engagement, Outsourcing, Procurement, E-procurement, Global Sourcing, Spend Analysis, Vendor Management, Management, Sourcing, Process Improvement
Education
The College of William and Mary 1997 — 2001
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2001 — 2001
Satish Madho's TD Ameritrade Experience 1998 - 2002
Job EC Teacher/ JJ Officer at DJJDP
Industry Information Technology and Services
Experience
DJJDP System administrator / QC AnalystTDWaterhouse1998 - 2002
TD Waterhouse Investor Services 1998 - 2002
TD Ameritrade 1998 - 2002
Education
The University of Sheffield 1989 — 1995
DJJDP System administrator / QC AnalystTDWaterhouse1998 - 2002
TD Waterhouse Investor Services 1998 - 2002
TD Ameritrade 1998 - 2002
Education
The University of Sheffield 1989 — 1995
Michael Brothers's TD Ameritrade Experience June 2014 - Present
Job Manager, LongTerm Capacity Planning at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade January 2013 - June 2014
TD Ameritrade November 2011 - January 2013
Best Buy April 2008 - November 2011
Best Buy April 2007 - April 2008
Skills
Workforce Management, Portfolio Management, Trading, Team Building, Equities, Financial Services, Risk Management, Forecasting, Capacity Planning, Options Strategies, Futures, FX trading, Finance
Education
The University of Texas at Arlington 2006 — 2008
Bachelors of Arts in Business Administration, Finance, 3.75
TD Ameritrade June 2014 - Present
TD Ameritrade January 2013 - June 2014
TD Ameritrade November 2011 - January 2013
Best Buy April 2008 - November 2011
Best Buy April 2007 - April 2008
Skills
Workforce Management, Portfolio Management, Trading, Team Building, Equities, Financial Services, Risk Management, Forecasting, Capacity Planning, Options Strategies, Futures, FX trading, Finance
Education
The University of Texas at Arlington 2006 — 2008
Bachelors of Arts in Business Administration, Finance, 3.75
Jim Wheaton's TD Ameritrade Experience February 2013 - October 2013
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - March 2014
TD Ameritrade February 2013 - October 2013
TD Ameritrade 2011 - February 2013
BryanMark Financial Group January 2008 - November 2011
AXA Advisors April 2007 - November 2007
Education
University of Dallas GSM 2003 — 2005
MBA, Financial Services
The University of Dallas 1998 — 2002
Bachelor of Arts (BA), Economics
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - March 2014
TD Ameritrade February 2013 - October 2013
TD Ameritrade 2011 - February 2013
BryanMark Financial Group January 2008 - November 2011
AXA Advisors April 2007 - November 2007
Education
University of Dallas GSM 2003 — 2005
MBA, Financial Services
The University of Dallas 1998 — 2002
Bachelor of Arts (BA), Economics
Meghan (Higgins) Moskovitz's TD Ameritrade Experience February 2012 - Present
Job Business Proposal Specialist
Industry Financial Services
Experience
TD Ameritrade February 2012 - Present
EmblemHealth May 2007 - January 2012
EmblemHealth March 2006 - May 2007
EmblemHealth December 2004 - March 2006
Skills
Proposal Writing, Managed Care, Process Improvement, Marketing Communications, Team Building, Account Management, Strategic Planning, Salesforce.com, Insurance, Strategy, Training, Business Development, Employee Benefits, Sales
Education
NYU School of Continuing Education 2005 — 2006
Certificate, Business Management
The Catholic University of America 2000 — 2004
BA, Psychology
MediaBistro- Copywriting Mastering Ad Writing
TD Ameritrade February 2012 - Present
EmblemHealth May 2007 - January 2012
EmblemHealth March 2006 - May 2007
EmblemHealth December 2004 - March 2006
Skills
Proposal Writing, Managed Care, Process Improvement, Marketing Communications, Team Building, Account Management, Strategic Planning, Salesforce.com, Insurance, Strategy, Training, Business Development, Employee Benefits, Sales
Education
NYU School of Continuing Education 2005 — 2006
Certificate, Business Management
The Catholic University of America 2000 — 2004
BA, Psychology
MediaBistro- Copywriting Mastering Ad Writing
Chih Lin's TD Ameritrade Experience March 2015 - Present
Job Software Development Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2015 - Present
Amazon June 2014 - March 2015
Digital Roots February 2014 - June 2014
PayPal September 2011 - February 2014
PayPal March 2009 - September 2011
Peart-Hannon September 2007 - March 2009
Euler Hermes ACI June 2006 - September 2007
OptiMetrics, Inc. June 2001 - June 2006
Skills
Java, REST, Spring, Agile Methodologies, Hibernate, Web Services, Maven, Distributed Systems, Java Enterprise Edition, Design Patterns, SQL, JMS, JavaScript, Team Leadership, Struts, CXF, Messaging, CSS, HTML, Lucene, Solr, Payments, Technical Staff..., MongoDB, AngularJS, jQuery, PhoneGap, Spring Framework, Subversion, JUnit, Architecture
Education
University of Michigan 1997 — 2001
Bachelors, Computer Engineering
The Johns Hopkins University 2004 — 2007
Masters, Computer Science
TD Ameritrade March 2015 - Present
Amazon June 2014 - March 2015
Digital Roots February 2014 - June 2014
PayPal September 2011 - February 2014
PayPal March 2009 - September 2011
Peart-Hannon September 2007 - March 2009
Euler Hermes ACI June 2006 - September 2007
OptiMetrics, Inc. June 2001 - June 2006
Skills
Java, REST, Spring, Agile Methodologies, Hibernate, Web Services, Maven, Distributed Systems, Java Enterprise Edition, Design Patterns, SQL, JMS, JavaScript, Team Leadership, Struts, CXF, Messaging, CSS, HTML, Lucene, Solr, Payments, Technical Staff..., MongoDB, AngularJS, jQuery, PhoneGap, Spring Framework, Subversion, JUnit, Architecture
Education
University of Michigan 1997 — 2001
Bachelors, Computer Engineering
The Johns Hopkins University 2004 — 2007
Masters, Computer Science
Joanne Seyl's TD Ameritrade Experience Data Warehouse ManagerTD AmeritradeFebruary 2011 - Present
Job Data Warehouse Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Data Warehouse ManagerTD AmeritradeFebruary 2011 - Present
Skills
Disaster Recovery, Database Administration, Enterprise Architecture, Data Warehousing, Linux, SDLC, Databases, Requirements Analysis, Business Analysis, ETL, SOA, Data Architecture, Data Modeling, Unix, Visio, Database Design, Risk Management, Agile Methodologies, Business Intelligence, Integration, Requirements Gathering, Software Project..., Vendor Management, SharePoint, Microsoft SQL Server, SQL, Program Management, Oracle, PL/SQL, IT Strategy
Education
Millersville University of Pennsylvania
BA Art, Art/Graphic Design
The Johns Hopkins University
Masters of Administratve Science, Information Technology Management
TD Ameritrade Data Warehouse ManagerTD AmeritradeFebruary 2011 - Present
Skills
Disaster Recovery, Database Administration, Enterprise Architecture, Data Warehousing, Linux, SDLC, Databases, Requirements Analysis, Business Analysis, ETL, SOA, Data Architecture, Data Modeling, Unix, Visio, Database Design, Risk Management, Agile Methodologies, Business Intelligence, Integration, Requirements Gathering, Software Project..., Vendor Management, SharePoint, Microsoft SQL Server, SQL, Program Management, Oracle, PL/SQL, IT Strategy
Education
Millersville University of Pennsylvania
BA Art, Art/Graphic Design
The Johns Hopkins University
Masters of Administratve Science, Information Technology Management
David Svoboda's TD Ameritrade Experience 2014 - Present
Job Senior Manager Brokerage Operations Lean Team at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2014 - Present
TD Ameritrade 2013 - 2014
TD Ameritrade 2012 - 2013
TD Ameritrade 2009 - 2012
TD Ameritrade 2006 - 2009
Skills
Series 24, Trading, Leadership, Series 63, FINRA, Coaching, Series 7, Uniform Combined State..., Securities, Management, Options, Portfolio Management, Call Centers, Equities, Mutual Funds, Investment Advisory, Asset Allocation, Wealth Management, Investments, Risk Management, Retirement Planning, Traders, Series 4, Series 3, Lean Tools, Lean Startup, Lean Operations, Lean Transformation, Lean Management, Lean Thinking
Education
The University of Texas at Arlington 2001 — 2003
TD Ameritrade 2014 - Present
TD Ameritrade 2013 - 2014
TD Ameritrade 2012 - 2013
TD Ameritrade 2009 - 2012
TD Ameritrade 2006 - 2009
Skills
Series 24, Trading, Leadership, Series 63, FINRA, Coaching, Series 7, Uniform Combined State..., Securities, Management, Options, Portfolio Management, Call Centers, Equities, Mutual Funds, Investment Advisory, Asset Allocation, Wealth Management, Investments, Risk Management, Retirement Planning, Traders, Series 4, Series 3, Lean Tools, Lean Startup, Lean Operations, Lean Transformation, Lean Management, Lean Thinking
Education
The University of Texas at Arlington 2001 — 2003
Kami Lamb's TD Ameritrade Experience April 2006 - Present
Job Operations Administrator at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2006 - Present
First Investors 2005 - 2006
NetJets 1996 - 2004
Skills
Equities, Investments, Series 7, Portfolio Management, Fixed Income, Mutual Funds, Securities, Financial Analysis, Financial Services, Risk Management, Series 63, Asset Allocation, Trading, Series 24
Education
DeVry Institute of Technology 1997 — 2003
Bachelor of Science
The Ohio State University 1992 — 1994
TD Ameritrade April 2006 - Present
First Investors 2005 - 2006
NetJets 1996 - 2004
Skills
Equities, Investments, Series 7, Portfolio Management, Fixed Income, Mutual Funds, Securities, Financial Analysis, Financial Services, Risk Management, Series 63, Asset Allocation, Trading, Series 24
Education
DeVry Institute of Technology 1997 — 2003
Bachelor of Science
The Ohio State University 1992 — 1994
Jason P. Zwiebel's TD Ameritrade Experience February 2009 - August 2015
Job Senior Financial Professional at Firstrust
Industry Investment Management
Experience
Firstrust Wealth Management August 2015 - Present
TD Ameritrade February 2009 - August 2015
Brookstreet Securities Corporation 2005 - 2009
Northwestern Mutual Investment Services July 2002 - July 2005
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Series 63, Uniform Combined State..., Mutual Funds, Retirement Planning, Securities, Asset Allocation, Equities, Strategic Financial..., 401k, Retirement, Investment Advisory
Education
The Ohio State University 1991 — 1996
BA, Political Science & Economics / Minor in Spanish
Firstrust Wealth Management August 2015 - Present
TD Ameritrade February 2009 - August 2015
Brookstreet Securities Corporation 2005 - 2009
Northwestern Mutual Investment Services July 2002 - July 2005
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Series 63, Uniform Combined State..., Mutual Funds, Retirement Planning, Securities, Asset Allocation, Equities, Strategic Financial..., 401k, Retirement, Investment Advisory
Education
The Ohio State University 1991 — 1996
BA, Political Science & Economics / Minor in Spanish
Taha Kadado's TD Ameritrade Experience February 2009 - November 2009
Job at Tyrex Inc
Industry Information Technology and Services
Experience
Tyrex Inc October 2012 - Present
Javelin Marketing Group November 2009 - October 2012
TD Ameritrade February 2009 - November 2009
AmeriPath January 2008 - February 2009
Ericsson August 2005 - December 2007
VarTec Telecom 2001 - 2005
Targetbase 1998 - 2001
MCI 1996 - 1998
Truman Medical Centers 1990 - 1995
Skills
Database Design, Data Warehousing, Data Modeling, Database Administration, Scripting, Unix Shell Scripting, Linux, PostgreSQL, oracle 11g, Microsoft SQL Server, Solaris, Unix, PostgreSQL server and..., Business Intelligence, Query Optimization, Oracle, PL/SQL, SQL, Databases, Agile Methodologies, Integration, Perl, T-SQL, Performance Tuning, SQL Tuning, Sybase, Shell Scripting, Visual Basic, Visio, Riak, Oracle RAC, Architectures, Relational Databases
Education
University of Kansas 1988 — 1990
Masters, Electrical Engineering
University of Tulsa 1985 — 1988
BS, Electrical Engineering
sidon national school 1980 — 1984
Tyrex Inc October 2012 - Present
Javelin Marketing Group November 2009 - October 2012
TD Ameritrade February 2009 - November 2009
AmeriPath January 2008 - February 2009
Ericsson August 2005 - December 2007
VarTec Telecom 2001 - 2005
Targetbase 1998 - 2001
MCI 1996 - 1998
Truman Medical Centers 1990 - 1995
Skills
Database Design, Data Warehousing, Data Modeling, Database Administration, Scripting, Unix Shell Scripting, Linux, PostgreSQL, oracle 11g, Microsoft SQL Server, Solaris, Unix, PostgreSQL server and..., Business Intelligence, Query Optimization, Oracle, PL/SQL, SQL, Databases, Agile Methodologies, Integration, Perl, T-SQL, Performance Tuning, SQL Tuning, Sybase, Shell Scripting, Visual Basic, Visio, Riak, Oracle RAC, Architectures, Relational Databases
Education
University of Kansas 1988 — 1990
Masters, Electrical Engineering
University of Tulsa 1985 — 1988
BS, Electrical Engineering
sidon national school 1980 — 1984
Beck Schooley's TD Ameritrade Experience 2007 - Present
Job National Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2007 - Present
Skills
Series 7, Uniform Combined State..., Series 24, FINRA, Series 63
Education
The University of Texas at Arlington 1993 — 1996
Finance, General
TD Ameritrade 2007 - Present
Skills
Series 7, Uniform Combined State..., Series 24, FINRA, Series 63
Education
The University of Texas at Arlington 1993 — 1996
Finance, General
Cyndi Woods's TD Ameritrade Experience
Job DW Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
Management, Microsoft Office, Leadership, Process Improvement, Business Analysis, Program Management
Education
The Johns Hopkins University 1989 — 1991
Master of Science (MS), Computer Science, 4.0
TD Ameritrade
Skills
Management, Microsoft Office, Leadership, Process Improvement, Business Analysis, Program Management
Education
The Johns Hopkins University 1989 — 1991
Master of Science (MS), Computer Science, 4.0
Craig Kiernan's TD Ameritrade Experience February 2006 - January 2013
Job Investment Adviser Representative at Hemenway Associates Inc.
Industry Financial Services
Experience
Hemenway Associates Inc January 2014 - Present
Hemenway Associates, Inc. February 2013 - Present
TD Ameritrade February 2006 - January 2013
Ameritrade September 2002 - January 2006
Datek Online February 2000 - September 2002
Education
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Hemenway Associates Inc January 2014 - Present
Hemenway Associates, Inc. February 2013 - Present
TD Ameritrade February 2006 - January 2013
Ameritrade September 2002 - January 2006
Datek Online February 2000 - September 2002
Education
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Sai Pavan Kumar Medam's TD Ameritrade Experience August 2010 - April 2012
Job Sr. BPM Consultant at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman October 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
TD Ameritrade August 2010 - April 2012
BNY Mellon January 2010 - August 2010
RESTAT March 2009 - December 2009
Verizon Data Services January 2008 - February 2009
Bosch North America January 2007 - December 2007
Skills
PL/SQL, Data Warehousing, SQL, Business Intelligence, IBM WebSphere Lombardi..., Lombardi TeamWorks, Java, BPM, Oracle, XML, JavaScript, Lombardi Teamworks, Business Process Design, Agile Methodologies, Eclipse, Java Enterprise Edition, Struts
Education
The University of Memphis 2006 — 2007
Master of Business Administration (MBA), Management Information Systems, General, A
Mahatma Gandhi Institute Of Technology 2000 — 2004
Bachelor of Engineering (B.Eng.), Electronics & Communications
Brown Brothers Harriman October 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
TD Ameritrade August 2010 - April 2012
BNY Mellon January 2010 - August 2010
RESTAT March 2009 - December 2009
Verizon Data Services January 2008 - February 2009
Bosch North America January 2007 - December 2007
Skills
PL/SQL, Data Warehousing, SQL, Business Intelligence, IBM WebSphere Lombardi..., Lombardi TeamWorks, Java, BPM, Oracle, XML, JavaScript, Lombardi Teamworks, Business Process Design, Agile Methodologies, Eclipse, Java Enterprise Edition, Struts
Education
The University of Memphis 2006 — 2007
Master of Business Administration (MBA), Management Information Systems, General, A
Mahatma Gandhi Institute Of Technology 2000 — 2004
Bachelor of Engineering (B.Eng.), Electronics & Communications
Peter Siegling's TD Ameritrade Experience November 2013 - Present
Job Passionate About Helping Financial Professionals and Their Clients Achieve Personal Goals
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade August 2010 - November 2013
JP Morgan Chase May 2009 - August 2010
Skills
Investments, Asset Management, Finance, Asset Allocation, Strategic Planning, Equities, Process Improvement
Education
University of Nebraska-Lincoln 2006 — 2008
Master of Business Administration (M.B.A.), Finance
The University of South Dakota 2002 — 2006
Bachelors of Business Administration, Finance
TD Ameritrade November 2013 - Present
TD Ameritrade August 2010 - November 2013
JP Morgan Chase May 2009 - August 2010
Skills
Investments, Asset Management, Finance, Asset Allocation, Strategic Planning, Equities, Process Improvement
Education
University of Nebraska-Lincoln 2006 — 2008
Master of Business Administration (M.B.A.), Finance
The University of South Dakota 2002 — 2006
Bachelors of Business Administration, Finance
Hasnat Rashid's TD Ameritrade Experience June 2009 - August 2011
Job Registered Representative, International Settlements at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing January 2014 - Present
Merrill Lynch August 2013 - January 2014
J.P. Morgan July 2012 - January 2013
1st Global Capital Corp. August 2011 - February 2012
TD Ameritrade June 2009 - August 2011
Marriott January 2001 - June 2009
Scottrade January 2008 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Management, Series 63, Finance, Trading, Options, Analysis, Accounts Payable, Payroll, Accounting, Financial Advisory, Strategy, Sales, Capital Markets, Bond Markets
Education
The University of Texas at Arlington 2007 — 2009
BBA, Finance
Apex Clearing January 2014 - Present
Merrill Lynch August 2013 - January 2014
J.P. Morgan July 2012 - January 2013
1st Global Capital Corp. August 2011 - February 2012
TD Ameritrade June 2009 - August 2011
Marriott January 2001 - June 2009
Scottrade January 2008 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Management, Series 63, Finance, Trading, Options, Analysis, Accounts Payable, Payroll, Accounting, Financial Advisory, Strategy, Sales, Capital Markets, Bond Markets
Education
The University of Texas at Arlington 2007 — 2009
BBA, Finance
Julie Sheffet's TD Ameritrade Experience January 2013 - Present
Job Managing Director, Human Resources and Total Rewards at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade April 2008 - Present
Johnson Associates 1998 - 2008
Merrill Lynch 1997 - 1998
American Express 1995 - 1997
Mercer Human Resource Consulting 1993 - 1995
Skills
Talent Management, Human Resources, Risk Management, Onboarding, Workforce Planning, Employee Benefits, Deferred Compensation, Employee Engagement, Organizational Design, Management, Recruiting, Performance Management, Organizational..., Strategy, Financial Services, Leadership Development, Vendor Management, Talent Acquisition, Succession Planning, Employee Relations, Personnel Management, Equities, Series 7, Executive Pay, HRIS, Applicant Tracking..., Change Management
Education
The George Washington University 1991 — 1993
TD Ameritrade January 2013 - Present
TD Ameritrade April 2008 - Present
Johnson Associates 1998 - 2008
Merrill Lynch 1997 - 1998
American Express 1995 - 1997
Mercer Human Resource Consulting 1993 - 1995
Skills
Talent Management, Human Resources, Risk Management, Onboarding, Workforce Planning, Employee Benefits, Deferred Compensation, Employee Engagement, Organizational Design, Management, Recruiting, Performance Management, Organizational..., Strategy, Financial Services, Leadership Development, Vendor Management, Talent Acquisition, Succession Planning, Employee Relations, Personnel Management, Equities, Series 7, Executive Pay, HRIS, Applicant Tracking..., Change Management
Education
The George Washington University 1991 — 1993
Charles Kelsey's TD Ameritrade Experience September 2011 - May 2014
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
US Army May 2006 - Present
TD Ameritrade September 2011 - May 2014
TD Ameritrade September 2008 - September 2011
Skills
Series 7, Series 63, Series 66, Series 24, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Securities, Investments, Retirement, Uniform Combined State..., Financial Services, Portfolio Management, Risk Management, Investment Advisory, Strategic Financial..., Asset Management, Financial Modeling, Business Analysis, Finance, Options, FINRA, Security Clearance, Organizational..., Leadership
Education
The University of Texas at Arlington 2006 — 2010
Master of Public Administration (MPA)
The University of Texas at Arlington 2002 — 2006
Bachelor's degree, Political Science and Government
Fidelity Investments May 2014 - Present
US Army May 2006 - Present
TD Ameritrade September 2011 - May 2014
TD Ameritrade September 2008 - September 2011
Skills
Series 7, Series 63, Series 66, Series 24, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Securities, Investments, Retirement, Uniform Combined State..., Financial Services, Portfolio Management, Risk Management, Investment Advisory, Strategic Financial..., Asset Management, Financial Modeling, Business Analysis, Finance, Options, FINRA, Security Clearance, Organizational..., Leadership
Education
The University of Texas at Arlington 2006 — 2010
Master of Public Administration (MPA)
The University of Texas at Arlington 2002 — 2006
Bachelor's degree, Political Science and Government
Robert Kuzniacki's TD Ameritrade Experience April 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
Merrill Lynch September 2008 - April 2012
Skills
Alternative Investments, Fixed Income, Equities, Investment Strategies, Wealth Management, Series 7, Asset Allocation, Investments, Asset Management, Mutual Funds
Education
The College of New Jersey 2000 — 2005
Finance
TD Ameritrade April 2012 - Present
Merrill Lynch September 2008 - April 2012
Skills
Alternative Investments, Fixed Income, Equities, Investment Strategies, Wealth Management, Series 7, Asset Allocation, Investments, Asset Management, Mutual Funds
Education
The College of New Jersey 2000 — 2005
Finance
Ben Eyler's TD Ameritrade Experience February 2006 - June 2007
Job Communications & Marketing VP, Citigroup
Industry Financial Services
Experience
Citi October 2009 - Present
myFi from Citi Smith Barney June 2007 - October 2009
TD Ameritrade February 2006 - June 2007
Ameritrade February 2005 - February 2006
Skills
Corporate Branding, Corporate Communications, Digital Marketing, Copywriting, Interactive Marketing, Digital Media, Strategic Communications, Analytics, Leadership, Marketing, Strategy, Strategic Partnerships, Brand Management, Content Management, Market Research, Banking, Finance, Financial Services, Integrated Marketing, Investments, Management, Marketing Strategy
Education
The George Washington University 1991 — 1995
BA, English
Ben-Gurion University of the Negev, Be'er Sheva, Isreal 1993 — 1993
History
Citi October 2009 - Present
myFi from Citi Smith Barney June 2007 - October 2009
TD Ameritrade February 2006 - June 2007
Ameritrade February 2005 - February 2006
Skills
Corporate Branding, Corporate Communications, Digital Marketing, Copywriting, Interactive Marketing, Digital Media, Strategic Communications, Analytics, Leadership, Marketing, Strategy, Strategic Partnerships, Brand Management, Content Management, Market Research, Banking, Finance, Financial Services, Integrated Marketing, Investments, Management, Marketing Strategy
Education
The George Washington University 1991 — 1995
BA, English
Ben-Gurion University of the Negev, Be'er Sheva, Isreal 1993 — 1993
History
David Svenson's TD Ameritrade Experience January 2014 - Present
Job Director of IT Audit, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2010 - December 2012
Jefferies & Company November 2007 - June 2010
Jefferies International Limited November 2007 - May 2009
JPMorgan Chase 1999 - 2007
JPMC 1999 - 2007
JP Morgan 1999 - 2007
JPMorganChase 1999 - 2007
JPMorgan 1999 - 2007
Skills
Asset Managment, ITIL, Infrastructure, Business Strategy, Leveraged Finance, Risk Management, Asset Management, Fixed Income, Business Process, Credit Derivatives, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Internal Audit, Management, Market Risk, Program Management, Securities, Structured Products, Business Continuity
Education
University of Canberra 1992 — 1994
Post Grad, Information Systems
The Australian National University 1990 — 1994
Bachelor of Commerce and Science, Accounting
The Australian National University 1989 — 1993
BSC/BCOM, Accounting, Economics, Psychology
TD Ameritrade January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2010 - December 2012
Jefferies & Company November 2007 - June 2010
Jefferies International Limited November 2007 - May 2009
JPMorgan Chase 1999 - 2007
JPMC 1999 - 2007
JP Morgan 1999 - 2007
JPMorganChase 1999 - 2007
JPMorgan 1999 - 2007
Skills
Asset Managment, ITIL, Infrastructure, Business Strategy, Leveraged Finance, Risk Management, Asset Management, Fixed Income, Business Process, Credit Derivatives, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Internal Audit, Management, Market Risk, Program Management, Securities, Structured Products, Business Continuity
Education
University of Canberra 1992 — 1994
Post Grad, Information Systems
The Australian National University 1990 — 1994
Bachelor of Commerce and Science, Accounting
The Australian National University 1989 — 1993
BSC/BCOM, Accounting, Economics, Psychology
Teresa Canales's TD Ameritrade Experience May 2012 - August 2013
Job Java Developer
Industry Government Relations
Experience
Nissint Technologies LLC October 2014 - Present
Northrop Grumman Corporation September 2013 - October 2014
TD Ameritrade May 2012 - August 2013
Zimmerman Associates, Inc. March 2008 - May 2012
Software Consortium 2003 - 2006
Base2 Technologies Ltd July 2001 - August 2003
PricewaterhouseCoopers 1994 - 1997
Idea Integration 1995 - 1996
Skills
Software Development, Linux, HTML, JavaScript, Java, MQ, JavaBeans, J2EE, JMS, EJB, JDBC, Map Service Center, Java Enterprise Edition, Agile Methodologies, Scrum, Git, JUnit
Education
The Johns Hopkins University 1997 — 1999
Master of Science, Computer Science
University of Maryland College Park
Nissint Technologies LLC October 2014 - Present
Northrop Grumman Corporation September 2013 - October 2014
TD Ameritrade May 2012 - August 2013
Zimmerman Associates, Inc. March 2008 - May 2012
Software Consortium 2003 - 2006
Base2 Technologies Ltd July 2001 - August 2003
PricewaterhouseCoopers 1994 - 1997
Idea Integration 1995 - 1996
Skills
Software Development, Linux, HTML, JavaScript, Java, MQ, JavaBeans, J2EE, JMS, EJB, JDBC, Map Service Center, Java Enterprise Edition, Agile Methodologies, Scrum, Git, JUnit
Education
The Johns Hopkins University 1997 — 1999
Master of Science, Computer Science
University of Maryland College Park
Edward Oboli, MBA, MBB, SSBB, CMQ/OE, CQA, ITIL's TD Ameritrade Experience September 2012 - March 2013
Job President/CEO at Corporate Metrics, Inc.
Industry Management Consulting
Experience
Corporate Metrics, Inc. April 2007 - Present
First Data Corporation November 2013 - January 2014
Sabre Holdings March 2013 - September 2013
TD Ameritrade September 2012 - March 2013
Coach America 2009 - 2012
GE August 2008 - February 2009
CompuCom May 2007 - July 2008
Citi April 2004 - April 2007
Verizon February 1997 - November 2003
Sprint Nextel October 1987 - January 1997
Skills
Lean Transformation, Six Sigma, Strategic Planning, Project Management, Business Process..., Business Process Mapping, Statistical Modeling, Leading Change, Change Management, Performance Metrics, Quality Management, Software Quality..., Organizational..., P&L Responsibility, Quality Auditing, Gap Analysis, Root Cause Analysis, Compliance, Performance Improvement, Iso 9000, TL9000, ITIL Certified, Balanced Scorecard, CMMI, FMEA, Process Capability, SPC, PMO set-up, Survey Design, Value Stream Mapping, Value Chain Analysis, Supply Chain Management, Black Belt, Quality Function..., Cost of Quality, Six Sigma Training, Lean Training, Executive Coaching, Team Facilitation, Public Speaking, Master Black Belt, Malcolm Baldrige, Process Improvement, Lean Manufacturing, Training, Cross-functional Team..., Strategy, Operations Management, P&L Management, PMO
Education
University of Wisconsin-La Crosse
Bachelor of Science (B.Sc.), Business Administration, Management Science
The University of Dallas
Master of Business Administration (MBA), Industrial Management
Corporate Metrics, Inc. April 2007 - Present
First Data Corporation November 2013 - January 2014
Sabre Holdings March 2013 - September 2013
TD Ameritrade September 2012 - March 2013
Coach America 2009 - 2012
GE August 2008 - February 2009
CompuCom May 2007 - July 2008
Citi April 2004 - April 2007
Verizon February 1997 - November 2003
Sprint Nextel October 1987 - January 1997
Skills
Lean Transformation, Six Sigma, Strategic Planning, Project Management, Business Process..., Business Process Mapping, Statistical Modeling, Leading Change, Change Management, Performance Metrics, Quality Management, Software Quality..., Organizational..., P&L Responsibility, Quality Auditing, Gap Analysis, Root Cause Analysis, Compliance, Performance Improvement, Iso 9000, TL9000, ITIL Certified, Balanced Scorecard, CMMI, FMEA, Process Capability, SPC, PMO set-up, Survey Design, Value Stream Mapping, Value Chain Analysis, Supply Chain Management, Black Belt, Quality Function..., Cost of Quality, Six Sigma Training, Lean Training, Executive Coaching, Team Facilitation, Public Speaking, Master Black Belt, Malcolm Baldrige, Process Improvement, Lean Manufacturing, Training, Cross-functional Team..., Strategy, Operations Management, P&L Management, PMO
Education
University of Wisconsin-La Crosse
Bachelor of Science (B.Sc.), Business Administration, Management Science
The University of Dallas
Master of Business Administration (MBA), Industrial Management
Libby Ruf's TD Ameritrade Experience January 2009 - Present
Job Corporate Communications at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Talent Plus September 2012 - September 2013
G'Day Imports August 2009 - December 2009
University of Kansas August 2009 - December 2009
Skills
Internal Communications, Project Coordination, Microsoft Office, SharePoint Designer, Intranet Strategy, Event Planning, talent management, Account Management, Corporate Communications, Creative Direction, Event Management, InDesign, Marketing Communications, Public Relations, Quality Assurance, SharePoint, Social Media, Social Networking, Strategic Communications, Strategic Planning, Talent Management
Education
The University of Kansas 2005 — 2008
Journalism, Strategic Communications
TD Ameritrade January 2009 - Present
Talent Plus September 2012 - September 2013
G'Day Imports August 2009 - December 2009
University of Kansas August 2009 - December 2009
Skills
Internal Communications, Project Coordination, Microsoft Office, SharePoint Designer, Intranet Strategy, Event Planning, talent management, Account Management, Corporate Communications, Creative Direction, Event Management, InDesign, Marketing Communications, Public Relations, Quality Assurance, SharePoint, Social Media, Social Networking, Strategic Communications, Strategic Planning, Talent Management
Education
The University of Kansas 2005 — 2008
Journalism, Strategic Communications
Narendra Dandu, PMP's TD Ameritrade Experience March 2006 - May 2012
Job BI Architect at ERP Analysts
Industry Information Technology and Services
Experience
ERP Analysts May 2012 - Present
TD Ameritrade March 2006 - May 2012
West Corporation March 2002 - March 2006
Skills
Data Warehousing, ETL, Informatica, Oracle, Essbase, SDLC, Databases, Data Modeling, Netezza, Business Objects, SQL, Business Intelligence, Hyperion Enterprise, Microsoft SQL Server, Teradata, Agile Methodologies, Data Integration, PL/SQL, SSIS, Data Warehouse..., Software Project..., OLAP, Requirements Gathering, Database Design, Crystal Reports, Dashboard, Unix Shell Scripting, Cognos, Enterprise Architecture, Master Data Management, SOA, DB2, Dimensional Modeling, Solution Architecture, Data Migration, Business Intelligence..., Performance Tuning, Erwin, Requirements Analysis, Data Architecture, Data Governance, Datastage, Data Quality, Unix, Big Data, Relational Databases
Education
PMI 2011 — 2011
PMP, Project Management
The University of New Mexico 2000 — 2002
MS, Computer Engineering
MVSR Engg College 1996 — 1999
Bachelor's degree, ece
ERP Analysts May 2012 - Present
TD Ameritrade March 2006 - May 2012
West Corporation March 2002 - March 2006
Skills
Data Warehousing, ETL, Informatica, Oracle, Essbase, SDLC, Databases, Data Modeling, Netezza, Business Objects, SQL, Business Intelligence, Hyperion Enterprise, Microsoft SQL Server, Teradata, Agile Methodologies, Data Integration, PL/SQL, SSIS, Data Warehouse..., Software Project..., OLAP, Requirements Gathering, Database Design, Crystal Reports, Dashboard, Unix Shell Scripting, Cognos, Enterprise Architecture, Master Data Management, SOA, DB2, Dimensional Modeling, Solution Architecture, Data Migration, Business Intelligence..., Performance Tuning, Erwin, Requirements Analysis, Data Architecture, Data Governance, Datastage, Data Quality, Unix, Big Data, Relational Databases
Education
PMI 2011 — 2011
PMP, Project Management
The University of New Mexico 2000 — 2002
MS, Computer Engineering
MVSR Engg College 1996 — 1999
Bachelor's degree, ece
Al Norman's TD Ameritrade Experience December 2014 - Present
Job Experienced Leader and Manager
Industry Program Development
Experience
TD Ameritrade December 2014 - Present
Sprint December 2013 - April 2014
Sprint June 1998 - December 2013
Sprint September 2008 - July 2013
Skills
Management, Training, Troubleshooting, Telecommunications, Leadership, Call Centers, Vendor Management, Analysis, Team Leadership, Software Documentation, Recruiting, Customer Satisfaction, Process Improvement, Team Building, Program Management, Customer Service, VoIP, XP, Microsoft Office, Blackberry, Microsoft Word, Windows XP, Coaching, Windows, Computer Hardware, System Administration, Access, Series 7, Series 63, Customer Experience, Project Management, Customer Retention, Sales, Mobile Devices, Microsoft Excel, Business Analysis, Technical Support, Cross-functional Team..., Wireless
Education
The University of Texas at Arlington 1995 — 1998
BA, Criminology / Criminal Justice
TD Ameritrade December 2014 - Present
Sprint December 2013 - April 2014
Sprint June 1998 - December 2013
Sprint September 2008 - July 2013
Skills
Management, Training, Troubleshooting, Telecommunications, Leadership, Call Centers, Vendor Management, Analysis, Team Leadership, Software Documentation, Recruiting, Customer Satisfaction, Process Improvement, Team Building, Program Management, Customer Service, VoIP, XP, Microsoft Office, Blackberry, Microsoft Word, Windows XP, Coaching, Windows, Computer Hardware, System Administration, Access, Series 7, Series 63, Customer Experience, Project Management, Customer Retention, Sales, Mobile Devices, Microsoft Excel, Business Analysis, Technical Support, Cross-functional Team..., Wireless
Education
The University of Texas at Arlington 1995 — 1998
BA, Criminology / Criminal Justice
Frank Hacker's TD Ameritrade Experience November 2000 - May 2007
Job Senior Global Client Services at Mixit Inc.
Industry Financial Services
Experience
Mixit Inc. May 2008 - Present
OpHedge Investment Services July 2007 - May 2008
TD Ameritrade November 2000 - May 2007
Skills
Trading Systems, Electronic Trading, Options, Equity Trading, Series 7, Securities, Series 63, Equities, Trading, Market Data, Hedge Funds, Financial Markets, Operating Systems, Operations Management, Derivatives, Microsoft SQL Server, Business Analysis, Middle Office, Relationship Management, Order Management, Back Office, Software Project..., Equity Derivatives, Risk Management, Team Management, Financial Services
Education
The College of Westchester 1995 — 1997
Accounting
Mixit Inc. May 2008 - Present
OpHedge Investment Services July 2007 - May 2008
TD Ameritrade November 2000 - May 2007
Skills
Trading Systems, Electronic Trading, Options, Equity Trading, Series 7, Securities, Series 63, Equities, Trading, Market Data, Hedge Funds, Financial Markets, Operating Systems, Operations Management, Derivatives, Microsoft SQL Server, Business Analysis, Middle Office, Relationship Management, Order Management, Back Office, Software Project..., Equity Derivatives, Risk Management, Team Management, Financial Services
Education
The College of Westchester 1995 — 1997
Accounting
William Werner's TD Ameritrade Experience June 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
United Capital Partners June 2014 - June 2015
PNC Wealth Management November 2012 - June 2014
PNC March 2012 - November 2012
JPMorgan Chase May 2011 - March 2012
JPMorgan Chase July 2009 - May 2011
New England Financial January 2008 - July 2009
Skills
Portfolio Management, Wealth Management, series 66, Holistic Financial..., Series 7, Consultative Selling, Relationship Management, Relationship Building, Cash Flow Management, Cash Flow Forecasting, Debt Management, Personal Finance
Education
The Catholic University of America 2003 — 2007
BS, Finance
Fordham Prep 1999 — 2003
TD Ameritrade June 2015 - Present
United Capital Partners June 2014 - June 2015
PNC Wealth Management November 2012 - June 2014
PNC March 2012 - November 2012
JPMorgan Chase May 2011 - March 2012
JPMorgan Chase July 2009 - May 2011
New England Financial January 2008 - July 2009
Skills
Portfolio Management, Wealth Management, series 66, Holistic Financial..., Series 7, Consultative Selling, Relationship Management, Relationship Building, Cash Flow Management, Cash Flow Forecasting, Debt Management, Personal Finance
Education
The Catholic University of America 2003 — 2007
BS, Finance
Fordham Prep 1999 — 2003
Anna Marasco's TD Ameritrade Experience July 2012 - Present
Job Specialist, Sr. Quality Assurance at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
TD Ameritrade July 2010 - July 2012
TD Ameritrade January 2009 - July 2010
TD Ameritrade July 2006 - January 2009
TD Ameritrade February 2002 - July 2006
TD Ameritrade July 1999 - February 2002
TD Ameritrade January 1999 - July 1999
Education
The University of Kansas 1990 — 1994
BA, English, Italian
TD Ameritrade July 2012 - Present
TD Ameritrade July 2010 - July 2012
TD Ameritrade January 2009 - July 2010
TD Ameritrade July 2006 - January 2009
TD Ameritrade February 2002 - July 2006
TD Ameritrade July 1999 - February 2002
TD Ameritrade January 1999 - July 1999
Education
The University of Kansas 1990 — 1994
BA, English, Italian
Janella Higgins's TD Ameritrade Experience September 2008 - Present
Job Director of Retail Programs at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2008 - Present
TD AMERITRADE November 2004 - September 2008
TD Ameritrade April 2002 - November 2004
TD Ameritrade April 1998 - February 2002
Venable, Baetjer, Howard & Civiletti June 1996 - March 1998
Skills
Series 7, Series 63, Securities, Series 24, Options, Portfolio Management, Financial Services, Retirement Planning, Asset Management, Risk Management, Alternative Investments, FINRA, Equities, Relationship Management, ETFs, Investments, Investment Advisory, Asset Allocation, Trading, Mutual Funds, Strategic Financial..., Fixed Income, Wealth Management
Education
University of Nebraska at Omaha 2000 — 2002
MBA, Business Administration
The George Washington University 1992 — 1996
BA, Psychology
TD Ameritrade September 2008 - Present
TD AMERITRADE November 2004 - September 2008
TD Ameritrade April 2002 - November 2004
TD Ameritrade April 1998 - February 2002
Venable, Baetjer, Howard & Civiletti June 1996 - March 1998
Skills
Series 7, Series 63, Securities, Series 24, Options, Portfolio Management, Financial Services, Retirement Planning, Asset Management, Risk Management, Alternative Investments, FINRA, Equities, Relationship Management, ETFs, Investments, Investment Advisory, Asset Allocation, Trading, Mutual Funds, Strategic Financial..., Fixed Income, Wealth Management
Education
University of Nebraska at Omaha 2000 — 2002
MBA, Business Administration
The George Washington University 1992 — 1996
BA, Psychology
Lee Sherlock's TD Ameritrade Experience November 2006 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2006 - Present
Chase April 2004 - October 2006
Skills
Investments, Business Development, CRM, Financial Services, Portfolio Management, Relationship Management, Series 7, Investment Advisory, Asset Allocation, Series 63, FINRA, Investment Strategies, Mutual Funds, Uniform Combined State..., 401k, Wealth Management, Retirement Planning, Securities
Education
The University of Dallas
Master of Business Administration (MBA), Financial Services
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade November 2006 - Present
Chase April 2004 - October 2006
Skills
Investments, Business Development, CRM, Financial Services, Portfolio Management, Relationship Management, Series 7, Investment Advisory, Asset Allocation, Series 63, FINRA, Investment Strategies, Mutual Funds, Uniform Combined State..., 401k, Wealth Management, Retirement Planning, Securities
Education
The University of Dallas
Master of Business Administration (MBA), Financial Services
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance, General
Belle Thomas's TD Ameritrade Experience April 2012 - August 2014
Job Executive Assistant at ACTIVE Network
Industry Computer Software
Experience
ACTIVE Network August 2014 - Present
TD Ameritrade April 2012 - August 2014
TD Ameritrade December 2011 - April 2012
Skills
Project Planning, Testing, Software Documentation
Education
The University of Texas at Arlington
Bachelor's Degree, History, Psychology Minor
John Marshall High School
High School
ACTIVE Network August 2014 - Present
TD Ameritrade April 2012 - August 2014
TD Ameritrade December 2011 - April 2012
Skills
Project Planning, Testing, Software Documentation
Education
The University of Texas at Arlington
Bachelor's Degree, History, Psychology Minor
John Marshall High School
High School
Anthony DiNovella's TD Ameritrade Experience March 2010 - Present
Job VP Bank Channel Sales
Industry Financial Services
Experience
TD Ameritrade March 2010 - Present
TD Ameritrade March 2010 - Present
Bank of America 2001 - 2005
Skills
Series 7, Investments, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Portfolio Management, Series 63, Retirement Planning, Securities, Series 24
Education
The University of Connecticut School of Business
University of Rhode Island
TD Ameritrade March 2010 - Present
TD Ameritrade March 2010 - Present
Bank of America 2001 - 2005
Skills
Series 7, Investments, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Portfolio Management, Series 63, Retirement Planning, Securities, Series 24
Education
The University of Connecticut School of Business
University of Rhode Island
Beth Ko Skillman's TD Ameritrade Experience May 2014 - Present
Job Investment Consultant at TD Ameritrade, MBA
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
Edward Jones October 2012 - April 2014
Mainstream Communications October 2006 - October 2012
Caesars Entertainment Corporation August 2006 - September 2009
Capgemini June 2002 - June 2004
Skills
Customer Service, Insurance, Retirement, Health Insurance, Marketing Strategy, Small Business, Finance, Life Insurance, Retirement Planning, Strategic Planning, Wealth Management, Sales, Marketing, Investments, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Masters of Business Administration, Finance / Marketing
The College of William & Mary in Virginia 1998 — 2002
Bachelor of Business Administration (BBA), Finance, information Technology
TD Ameritrade May 2014 - Present
Edward Jones October 2012 - April 2014
Mainstream Communications October 2006 - October 2012
Caesars Entertainment Corporation August 2006 - September 2009
Capgemini June 2002 - June 2004
Skills
Customer Service, Insurance, Retirement, Health Insurance, Marketing Strategy, Small Business, Finance, Life Insurance, Retirement Planning, Strategic Planning, Wealth Management, Sales, Marketing, Investments, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Masters of Business Administration, Finance / Marketing
The College of William & Mary in Virginia 1998 — 2002
Bachelor of Business Administration (BBA), Finance, information Technology
Curtis Deinert's TD Ameritrade Experience May 2007 - December 2012
Job Institutional Service Group Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services March 2014 - Present
Orion Advisor Services January 2013 - March 2014
TD Ameritrade May 2007 - December 2012
Skills
Financial Services, Investments, Securities, Portfolio Management, Customer Service, Series 7, Management, Wealth Management, Finance, Salesforce.com, Financial Analysis, Mutual Funds
Education
The University of South Dakota 2003 — 2007
B.B.A, Finance
Orion Advisor Services March 2014 - Present
Orion Advisor Services January 2013 - March 2014
TD Ameritrade May 2007 - December 2012
Skills
Financial Services, Investments, Securities, Portfolio Management, Customer Service, Series 7, Management, Wealth Management, Finance, Salesforce.com, Financial Analysis, Mutual Funds
Education
The University of South Dakota 2003 — 2007
B.B.A, Finance
Joshua Yi's TD Ameritrade Experience January 2009 - February 2010
Job Wealth Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
TIAA-CREF April 2011 - July 2013
TD Ameritrade January 2009 - February 2010
Woodforest National Bank May 2007 - January 2009
Skills
Insurance, Investments, Sales, Lead Generation, Relationship Management, Financial Services, Strategic Financial..., Banking
Education
The University of Texas at Arlington
TIAA-CREF July 2013 - Present
TIAA-CREF April 2011 - July 2013
TD Ameritrade January 2009 - February 2010
Woodforest National Bank May 2007 - January 2009
Skills
Insurance, Investments, Sales, Lead Generation, Relationship Management, Financial Services, Strategic Financial..., Banking
Education
The University of Texas at Arlington
Christopher Chochrek's TD Ameritrade Experience June 2011 - Present
Job Facility Supervisor at Bob Duncan Center
Industry Events Services
Experience
TD Ameritrade June 2011 - Present
Education
The University of Texas at Arlington 2007 — 2011
Finance
TD Ameritrade June 2011 - Present
Education
The University of Texas at Arlington 2007 — 2011
Finance
Tim Zabelin's TD Ameritrade Experience 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade 2012 - Present
Skills
Series 7, Series 66, Retirement Planning, Retirement, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Series 65, Investment Strategies, Series 63, Securities, 401k, Series 24
Education
The University of Kansas
TD Ameritrade 2012 - Present
Skills
Series 7, Series 66, Retirement Planning, Retirement, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Series 65, Investment Strategies, Series 63, Securities, 401k, Series 24
Education
The University of Kansas
Antionette Baxter's TD Ameritrade Experience 2012 - Present
Job Student at The University of Texas at Arlington College of Business Administration
Industry Law Practice
Experience
TD Ameritrade 2012 - Present
Reflective Image Productions September 2010 - August 2011
Frontline Property Management Inc March 2007 - May 2010
Skills
Customer Service, Microsoft Office, Administrative..., Clerical Skills, Highly detail oriented, Perfectionist, Listener, Fast Learner, Office Administration, Office Management, Teamwork, Always Willing to Learn, People Skills, Outlook, Goal Oriented, Team-oriented, Close Attention to..., Telephone Skills, Critical Thinking, Phone Etiquette, Administrative Work, Data Entry, Spreadsheets, Microsoft Office 2007, Volunteering, Analytical Skills, Administration, Organizational..., Customer Satisfaction, Analysis, Work Well Independently
Education
The University of Texas at Arlington 2008 — 2012
Bachelor of Business Administration, International Business
The University of Texas at Arlington - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
TD Ameritrade 2012 - Present
Reflective Image Productions September 2010 - August 2011
Frontline Property Management Inc March 2007 - May 2010
Skills
Customer Service, Microsoft Office, Administrative..., Clerical Skills, Highly detail oriented, Perfectionist, Listener, Fast Learner, Office Administration, Office Management, Teamwork, Always Willing to Learn, People Skills, Outlook, Goal Oriented, Team-oriented, Close Attention to..., Telephone Skills, Critical Thinking, Phone Etiquette, Administrative Work, Data Entry, Spreadsheets, Microsoft Office 2007, Volunteering, Analytical Skills, Administration, Organizational..., Customer Satisfaction, Analysis, Work Well Independently
Education
The University of Texas at Arlington 2008 — 2012
Bachelor of Business Administration, International Business
The University of Texas at Arlington - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Shelley Olschefski's TD Ameritrade Experience March 1999 - December 2011
Job
Industry Financial Services
Experience
TD Ameritrade March 1999 - December 2011
HRC Co. July 1998 - February 1999
Education
Wright State University 1989 — 1993
Accounting and Finance
The Ohio State University
Accounting Finance
TD Ameritrade March 1999 - December 2011
HRC Co. July 1998 - February 1999
Education
Wright State University 1989 — 1993
Accounting and Finance
The Ohio State University
Accounting Finance
David Zabela's TD Ameritrade Experience 2011 - July 2015
Job Branch Manager Scottrade
Industry Financial Services
Experience
TD Ameritrade 2011 - July 2015
Fidelity Investments 2008 - 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Securities, Equities, Portfolio Management, Uniform Combined State..., Investment Strategies, Retirement, Fixed Income, Strategic Financial..., Asset Management, Financial Services, Alternative Investments, Financial Advisory, FINRA, Hold Series 7
Education
The University of Dallas 2002 — 2005
WVU 1995 — 1999
Economics, Political Science and Government
International School of Dusseldorf 1987 — 1990
TD Ameritrade 2011 - July 2015
Fidelity Investments 2008 - 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Securities, Equities, Portfolio Management, Uniform Combined State..., Investment Strategies, Retirement, Fixed Income, Strategic Financial..., Asset Management, Financial Services, Alternative Investments, Financial Advisory, FINRA, Hold Series 7
Education
The University of Dallas 2002 — 2005
WVU 1995 — 1999
Economics, Political Science and Government
International School of Dusseldorf 1987 — 1990
Conrad Jackson's TD Ameritrade Experience November 2009 - February 2011
Job Real Estate Agent at Remax Pinnacle Group II
Industry Financial Services
Experience
RE/MAX Pinnacle Group Realtors May 2005 - Present
FXCM May 2011 - August 2012
TD Ameritrade November 2009 - February 2011
Skills
Series 7, Series 63, Life & Health Insurance..., Texas Real Estate...
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration (B.B.A.), Real Estate
RE/MAX Pinnacle Group Realtors May 2005 - Present
FXCM May 2011 - August 2012
TD Ameritrade November 2009 - February 2011
Skills
Series 7, Series 63, Life & Health Insurance..., Texas Real Estate...
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration (B.B.A.), Real Estate
Adam Grech's TD Ameritrade Experience August 2013 - Present
Job Team Manager, Mutual Funds Operations
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
TD Ameritrade December 2011 - Present
Education
The College of Wooster 2003 — 2007
Bachelor's degree, Business Economics
TD Ameritrade August 2013 - Present
TD Ameritrade December 2011 - Present
Education
The College of Wooster 2003 — 2007
Bachelor's degree, Business Economics
Loyd Kirkpatrick's TD Ameritrade Experience December 2008 - January 2010
Job Claims Adjuster at AAA Texas
Industry Insurance
Experience
AAA Texas April 2012 - Present
TD Ameritrade December 2008 - January 2010
Education
The University of Georgia 2005 — 2007
Political Science and Government
AAA Texas April 2012 - Present
TD Ameritrade December 2008 - January 2010
Education
The University of Georgia 2005 — 2007
Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.